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Nonprofit · EIN 54-6076244

VIRGINIA TRUST FOR HISTORIC PRESERVATION

Tax-exempt · ALEXANDRIA, VA 22314

Financials

$177K$299K2023$207K$222K2024
Revenue Expenses · by fiscal year end
Financials of VIRGINIA TRUST FOR HISTORIC PRESERVATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$207,370$222,227-$14,857$2,624,591$338$2,624,253
December 31, 2023990$176,563$298,928-$122,365$2,540,717$11,520$2,529,197
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$108,681
Program service revenue
$18,677
Investment income
$65,605
Net rental income
$3,730
Net gain from sales of assets
$15,003
Net income from fundraising events
$9,353
Net income from sales of inventory
$1,324
Other revenue
$14,407

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$74,424
Other salaries and wages
$41,083
Salaries, compensation and benefits (total)
$130,039
Professional fundraising fees
$0
Accounting fees
$2,000
Occupancy
$29,819
Depreciation
$16,718
Program services (functional)
$106,198
Management and general (functional)
$88,478
Fundraising (functional)
$27,551

Balance sheet and other

Total assets, start of year
$2,540,717
Total assets, end of year
$2,624,591
Total liabilities, end of year
$338
Net assets, end of year
$2,624,253
Land, buildings and equipment
$390,357
Publicly traded securities
$2,014,334
Net assets without donor restrictions
$550,971
Net assets with donor restrictions
$2,073,282
Gross receipts
$323,665
Employees
2
Volunteers
25
Year formed
1968
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Shawn EyerExecutive Dir.
Officer
40$65,000$9,424
Edward HornPresident
Trustee or director, Officer
2$0$0
Laura LiebermanTreasurer
Trustee or director, Officer
2$0$0
Tal DayDirector
Trustee or director
1$0$0
Roger MontheyDirector
Trustee or director
1$0$0
Dianne MurphyDirector
Trustee or director
1$0$0
Megan Ritter JudtSecretary
Trustee or director
1$0$0
David HeibyVice President
Trustee or director, Officer
2$0$0
Amy JacksonDirector
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
Shawn EyerMuseum Director40$40,456$0
Amanda RoperMuseum Director40$4,333$390
Kelly JeffersPresident
Trustee or director
2$0$0
Tal DayDirector
Trustee or director
1$0$0
Roger MontheyDirector
Trustee or director
1$0$0
Dianne MurphyDirector
Trustee or director
1$0$0
Carter RefoDirector
Trustee or director
1$0$0
Megan Ritter JudtDirector
Trustee or director
1$0$0
Jason RockettDirector
Trustee or director
1$0$0
Benjamin SmithDirector
Trustee or director
1$0$0
David HeibyDirector
Trustee or director
1$0$0
Dianne MurphyDirector
Trustee or director
1$0$0
Edward HornVice President
Officer
2$0$0
Laura LiebermanTreasurer
Officer
2$0$0
Meghan SullivanSecretary
Officer
2$0$0
James LewisDirector
Officer
2$0$0

Address and contacts

Address (IRS master file)
614 ORONOCO ST, ALEXANDRIA, VA 22314-2308
Principal officer (990 for 2024)
Edward Horn, 614 Oronoco Street, Alexandria, VA 22314
Signed the 990
David Heiby, Treasurer
Phone
(703) 548-1789
Return prepared by
Antokas CPA

Mission

THE LEE-FENDALL HOUSE MUSEUM & GARDEN INTERPRETS AMERICAN HISTORY THROUGH THE EXPERIENCES OF THOSE WHO LIVED AND WORKED ON THE PROPERTY FROM 1785 TO 1969. AS AN EDUCATIONAL CENTER, THE MUSEUM PRESERVES ITS HISTORIC FABRIC TO PROMOTE COMMUNITY ENGAGEMENT ABOUT THE RELEVANCE OF THE PAST TO OUR PRESENT.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST OPERATES THE LEE-FENDALL HOUSE MUSEUM TO DISPLAY A 230 YEAR OLD BUILDING THAT HAS BEEN LIVED IN AND REMODELED BY ITS INHABITANTS TO REFLECT CHANGING TASTES AND TECHNOLOGIES. APPROXIMATELY 5000 VISITORS SERVED.
    Expenses $106,198 · revenue $22,594

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
54-6076244
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,624,591
Income (IRS master file)
$323,665

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$207,370$222,227$2,624,591XML
990December 2023$176,563$298,928$2,540,717XML
990December 2022$240,376$192,152$2,453,067IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6076244).

Questions about VIRGINIA TRUST FOR HISTORIC PRESERVATION

What is the EIN of VIRGINIA TRUST FOR HISTORIC PRESERVATION?
The employer identification number (EIN) of VIRGINIA TRUST FOR HISTORIC PRESERVATION is 54-6076244.
Is VIRGINIA TRUST FOR HISTORIC PRESERVATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to VIRGINIA TRUST FOR HISTORIC PRESERVATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does VIRGINIA TRUST FOR HISTORIC PRESERVATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VIRGINIA TRUST FOR HISTORIC PRESERVATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VIRGINIA TRUST FOR HISTORIC PRESERVATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of VIRGINIA TRUST FOR HISTORIC PRESERVATION?
The 990 for the year ended December 31, 2024 names Edward Horn.
Who are the officers and directors of VIRGINIA TRUST FOR HISTORIC PRESERVATION?
The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $65,000 (Shawn Eyer, Executive Dir.).
How much revenue does VIRGINIA TRUST FOR HISTORIC PRESERVATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $207,370, expenses of $222,227 and total assets of $2,624,591 at year end.

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