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Nonprofit · EIN 58-2020318

MISSISSIPPI HERITAGE TRUST

Tax-exempt · CLEVELAND, MS 38732

Financials

$897K$466K2023$667K$513K2024
Revenue Expenses · by fiscal year end
Financials of MISSISSIPPI HERITAGE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$667,256$513,172$154,084$1,134,786$91,681$1,043,105
December 31, 2023990$897,309$466,495$430,814$991,256$103,469$887,787
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$516,724
Program service revenue
$17,921
Investment income
$21,914
Net gain from sales of assets
$586
Net income from fundraising events
$20,433
Other revenue
$110,697

Expenses

Grants and similar amounts paid
$50,150
Compensation of officers, directors and key employees
$76,736
Other salaries and wages
$36,000
Salaries, compensation and benefits (total)
$123,004
Professional fundraising fees
$0
Accounting fees
$7,222
Travel
$7,492
Depreciation
$577
Program services (functional)
$380,829
Management and general (functional)
$125,983
Fundraising (functional)
$6,360

Balance sheet and other

Total assets, start of year
$991,256
Total assets, end of year
$1,134,786
Total liabilities, end of year
$91,681
Net assets, end of year
$1,043,105
Land, buildings and equipment
$1,624
Net assets without donor restrictions
$1,043,105
Gross unrelated business income
$17,921
Gross receipts
$667,359
Employees
2
Volunteers
50
Year formed
1991
State of legal domicile
MS

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
HELEN RASHEXECUTIVE DIRECTOR-NONVOTI
Officer
40$76,736$3,438
AMBER MORTONPAST PRESIDENT
Trustee or director
2$0$0
WILL JONESPRESIDENT
Trustee or director
2$0$0
MARY ELIZABETH EVANSSECRETARY
Trustee or director
2$0$0
RUSSELL ARCHERTRUSTEE
Trustee or director
2$0$0
BRIAN RUTLEDGETREASURER
Trustee or director
2$0$0
GARY BASSTRUSTEE
Trustee or director
2$0$0
ODIE AVERYTRUSTEE
Trustee or director
2$0$0
JACK PICKERINGTRUSTEE
Trustee or director
2$0$0
CELIA BARRETTTRUSTEE
Trustee or director
2$0$0
CINNAMON FOSTERTRUSTEE
Trustee or director
2$0$0
ELLEN BOURDEAUXTRUSTEE
Trustee or director
2$0$0
JACQUELINE BORDEAUXTRUSTEE
Trustee or director
2$0$0
BILL BOYKINTRUSTEE
Trustee or director
2$0$0
TRACY WARDTRUSTEE
Trustee or director
2$0$0
27 more people on this return
NameTitleHours / weekCompensation
DARRIN GRIFFINTRUSTEE
Trustee or director
2$0
THOMAS GREGORYTRUSTEE
Trustee or director
2$0
STEVE NAILTRUSTEE
Trustee or director
2$0
SABRINA HOWARDTRUSTEE
Trustee or director
2$0
PAMELA DUPUYTRUSTEE
Trustee or director
2$0
ROBERT IVYTRUSTEE
Trustee or director
2$0
NED MITCHELLTRUSTEE
Trustee or director
2$0
GAIL CORNELLTRUSTEE
Trustee or director
2$0
CHASE KLUGHTRUSTEE
Trustee or director
2$0
CADE HOLDERTRUSTEE
Trustee or director
2$0
ANNE MCMILLIONTRUSTEE
Trustee or director
2$0
DR BILLY SEWELLTRUSTEE
Trustee or director
2$0
COREY HINSHAWTRUSTEE
Trustee or director
2$0
NATHAN THOMASTRUSTEE
Trustee or director
2$0
DARRYL JOHNSONTRUSTEE
Trustee or director
2$0
MILTON CHAMBLISSTRUSTEE
Trustee or director
2$0
JIM MILLERTRUSTEE
Trustee or director
2$0
ELIZABETH AMES COLEMANTRUSTEE
Trustee or director
2$0
KATE KENWRIGHTTRUSTEE
Trustee or director
2$0
JACOB STUTZMANTRUSTEE
Trustee or director
2$0
JASSEN CALLENDERTRUSTEE
Trustee or director
2$0
KEN P'POOLTRUSTEE
Trustee or director
2$0
FREDRICK DINKHATRUSTEE
Trustee or director
2$0
DAN LEETRUSTEE
Trustee or director
2$0
BARRY WHITETRUSTEE - EX-OFFICIO - NONVOTING
Trustee or director
2$0
KATIE BLOUNTTRUSTEE - EX-OFFICIO - NONVOTING
Trustee or director
2$0
PAGE OGDENVICE PRESIDENT
Trustee or director
2$0
990 for the year ended December 31, 2023: 41 people
NameTitleHours / weekCompensationOther / benefits
HELEN RASHEXECUTIVE DIRECTOR-NONVOTING
Officer
40$69,300$6,387
AMBER MORTONPRESIDENT
Trustee or director
2$0$0
BARRY WHITETRUSTEE
Trustee or director
2$0$0
BILL BOYKINTRUSTEE
Trustee or director
2$0$0
BRIAN RUTLEDGETRUSTEE
Trustee or director
2$0$0
CELIA BARRETTTRUSTEE
Trustee or director
2$0$0
CHASE KLUGHTRUSTEE
Trustee or director
2$0$0
CHRIS HUNTERTRUSTEE
Trustee or director
2$0$0
CINNAMON FOSTERTRUSTEE
Trustee or director
2$0$0
COREY HINSHAWTRUSTEE
Trustee or director
2$0$0
DAN LEETRUSTEE
Trustee or director
2$0$0
DAPHINE FOSTERTRUSTEE
Trustee or director
2$0$0
DARRYL JOHNSONTRUSTEE
Trustee or director
2$0$0
ELIZABETH AMES COLEMANTRUSTEE
Trustee or director
2$0$0
ELLEN BOURDEAUXTRUSTEE
Trustee or director
2$0$0
GARY BASSTRUSTEE
Trustee or director
2$0$0
HARLEY CALDWELLTRUSTEE
Trustee or director
2$0$0
HEATHER DENNEPAST PRESIDENT
Trustee or director
2$0$0
JASSEN CALLENDERTRUSTEE
Trustee or director
2$0$0
KATE KENWRIGHTTRUSTEE
Trustee or director
2$0$0
KATIE BLOUNTTRUSTEE
Trustee or director
2$0$0
KEN P'POOLTRUSTEE
Trustee or director
2$0$0
LUKE SMITHTRUSTEE
Trustee or director
2$0$0
MARY ELIZABETH EVANSSECRETARY
Trustee or director
2$0$0
MARY SANDERS CAVICCHITRUSTEE
Trustee or director
2$0$0
MILTON CHAMBLISSTRUSTEE
Trustee or director
2$0$0
NED MITCHELLTRUSTEE
Trustee or director
2$0$0
ODIE AVERYTRUSTEE
Trustee or director
2$0$0
PAGE OGDENTREASURER
Trustee or director
2$0$0
PAMELA DUPUYTRUSTEE
Trustee or director
2$0$0
PHILIP SHAWTRUSTEE
Trustee or director
2$0$0
SABRINA HOWARDTRUSTEE
Trustee or director
2$0$0
STEVE NAILTRUSTEE
Trustee or director
2$0$0
THOMAS GREGORYTRUSTEE
Trustee or director
2$0$0
TRACY WARDTRUSTEE
Trustee or director
2$0$0
WILL JONESVICE PRESIDENT
Trustee or director
2$0$0
JACQUELINE BORDEAUXTRUSTEE
Trustee or director
2$0$0
GAIL CORNELLTRUSTEE
Trustee or director
2$0$0
DARRIN GRIFFINTRUSTEE
Trustee or director
2$0$0
ROBERT IVYTRUSTEE
Trustee or director
2$0$0
JACOB STUTZMANTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
140 N SHARPE AVE, CLEVELAND, MS 38732-2748
Principal officer (990 for 2024)
HELLEN RASH, 140 NORTH SHARPE AVENUE, CLEVELAND, MS 38732
Signed the 990
HELLEN RASH, EXECUTIVE DIRECTOR
Phone
(601) 354-0200
Return prepared by
HORNE LLP

Mission

MISSISSIPPI HERITAGE TRUST WORKS TO SAVE AND RENEW PLACES MEANINGFUL TO MISSISSIPPIANS AND THEIR HISTORY.

990 for the year ended December 31, 2024

Program accomplishments

  • BOARD AND STAFF DEVELOPMENT HELD EIGHT EXECUTIVE COMMITTEE MEETINGS AND FOUR FULL BOARD MEETINGS. HELD A NEW BOARD MEMBER ORIENTATION.EDUCATIONAL OUTREACH PRINTED AND DISTRIBUTED 5,000 COPIES OF THE SUMMER 2024 ISSUE OF ELEVATION, THE JOURNAL OF THE MISSISSIPPI HERITAGE TRUST. WORKED WITH THE NATIONAL TRUST FOR HISTORIC PRESERVATION ON ADVOCACY FOR THE FEDERAL HISTORIC TAX CREDIT DURING PRESERVATION ADVOCACY WEEK. SPOKE WITH CIVIC GROUPS ABOUT THE MISSISSIPPI HERITAGE TRUST AND THE IMPORTANCE OF HISTORIC PRESERVATION. SPOKE WITH NUMEROUS STATEWIDE MEDIA OUTLETS ABOUT THE MISSISSIPPI HERITAGE TRUST AND PRESERVATION ISSUES. HOSTED AN ANNUAL HISTORIC PRESERVATION CONFERENCE AND HERITAGE AWARDS IN VICKSBURG. MEMBERSHIP SENT OUT MEMBERSHIP RENEWAL AND THANK-YOU LETTERS IN DECEMBER. HOSTED AN ANNUAL MEMBERSHIP MEETING.LOCAL PRESERVATION ASSISTANCE WORKED WITH COMMUNITIES ON LOCAL PRESERVATION ISSUES. PREPARED LETTERS OF SUPPORT FOR PRESERVATION ORGANIZATIONS AND PROJECTS ACROSS THE STATE, INCLUDING SUPPORTING LOCAL PRESERVATION EFFORTS, RECOMMENDING PROJECTS FOR GRANTS, ETC. ATTENDED PUBLIC MEETINGS TO ADVOCATE FOR HISTORIC PRESERVATION ISSUES.PRESERVATION PARTNERS WORKED CLOSELY WITH STATE PARTNERS INCLUDING THE MISSISSIPPI DEPARTMENT OF ARCHIVES AND HISTORY AND THE MISSISSIPPI MAIN STREET ASSOCIATION TO PROMOTE HISTORIC PRESERVATION ACROSS THE STATE.
    Expenses $380,829 · grants $50,150 · revenue $90,264

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
58-2020318
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
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,134,786
Income (IRS master file)
$667,359

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$667,256$513,172$1,134,786XML
990-TDecember 2024–––IRS
990December 2023$897,309$466,495$991,256XML
990-TDecember 2023–––IRS
990December 2022$600,780$434,958$559,427IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2017–––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 58-2020318).

Questions about MISSISSIPPI HERITAGE TRUST

What is the EIN of MISSISSIPPI HERITAGE TRUST?
The employer identification number (EIN) of MISSISSIPPI HERITAGE TRUST is 58-2020318.
Is MISSISSIPPI HERITAGE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to MISSISSIPPI HERITAGE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MISSISSIPPI HERITAGE TRUST 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 MISSISSIPPI HERITAGE TRUST 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 MISSISSIPPI HERITAGE TRUST 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 MISSISSIPPI HERITAGE TRUST?
The 990 for the year ended December 31, 2024 names HELLEN RASH.
Who are the officers and directors of MISSISSIPPI HERITAGE TRUST?
The 990 for the year ended December 31, 2024 lists 42 people; 1 received compensation from the organization, the highest $76,736 (HELEN RASH, EXECUTIVE DIRECTOR-NONVOTI).
How much revenue does MISSISSIPPI HERITAGE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $667,256, expenses of $513,172 and total assets of $1,134,786 at year end.

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