Nonprofit · EIN 84-6785153
HISTORIC ERIE PRESERVATION TRUST
Also known as THOMAS B HAGEN TTEE
Tax-exempt · ERIE, PA 16507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,511,156 | $1,463,017 | $10,048,139 | $22,728,416 | $730,571 | $21,997,845 |
| December 31, 2023 | 990 | $9,466,904 | $604,855 | $8,862,049 | $12,364,722 | $415,016 | $11,949,706 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,307,688
- Program service revenue
- $199,530
- Investment income
- $999,148
- Other revenue
- $4,790
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $62,004
- Depreciation
- $154,262
- Program services (functional)
- $1,362,366
- Management and general (functional)
- $100,651
Balance sheet and other
- Total assets, start of year
- $12,364,722
- Total assets, end of year
- $22,728,416
- Total liabilities, end of year
- $730,571
- Net assets, end of year
- $21,997,845
- Land, buildings and equipment
- $9,889,359
- Publicly traded securities
- $6,734,522
- Net assets without donor restrictions
- $21,997,845
- Gross receipts
- $11,511,156
- Employees
- 0
- Year formed
- 2019
- State of legal domicile
- PA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS B HAGEN | CHAIRMAN/TRU Trustee or director, Officer | 5 | $0 |
| D JEFFREY KIDDER | TRUSTEE Trustee or director | 2 | $0 |
| CALEB M PIFER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS B HAGEN | CHAIRMAN/TRU Trustee or director, Officer | 2 | $0 |
| D JEFFREY KIDDER | TRUSTEE Trustee or director | 1 | $0 |
| CALEB M PIFER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 W 6TH ST, ERIE, PA 16507-1319
- In care of
- % ROGER W RICHARDS
- Principal officer (990 for 2024)
- THOMAS B HAGEN, 230 WEST 6TH ST, ERIE, PA 16507
- Signed the 990
- THOMAS B HAGEN, CHAIRMAN/TRUSTEE
- Return prepared by
- SCHAFFNER KNIGHT MINNAUGH & CO PC
Mission
THE ORGANIZATION WAS FORMED TO PROVIDE SUPPORT FOR THE ERIE COMMUNITY FOUNDATION OF ERIE PENNSYLVANIA, AN EXEMPT ORGANIZATION. SPECIFIC PROGRAMS SUPPORTED INCLUDE THOSE AIMED AT THE ACQUISITION, RESTORATION, PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT OR ARCHITECHTURELY SIGNIFICANT HOUSES, BUILDINGS, AND OTHER STRUCTURES LOCATED IN ERIE COUNTY, PENNSYLVANIA.
Program accomplishments
- THE ORGANIZATION WAS FORMED TO PROVIDE SUPPORT FOR THE ERIE COMMUNITY FOUNDATION OF ERIE PENNSYLVANIA, AN EXEMPT ORGANIZATION. SPECIFIC PROGRAMS SUPPORTED INCLUDE THOSE AIMED AT THE ACQUISITION, RESTORATION, PRESERVATION, MAINTENANCE AND OPERATION OF HISTORICALLY IMPORTANT OR ARCHITECHTURELY SIGNIFICANT HOUSES, BUILDINGS, AND OTHER STRUCTURES LOCATED IN ERIE COUNTY, PENNSYLVANIA. DURING THE TAX YEAR, THE ORGANIZATION HAS ACQUIRED SEVERAL SUCH PROPERTIES.Expenses $1,362,366 · revenue $199,530
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-6785153
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $22,728,416
- Income (IRS master file)
- $11,511,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,511,156 | $1,463,017 | $22,728,416 | XML |
| 990 | December 2023 | $9,466,904 | $604,855 | $12,364,722 | XML |
| 990 | December 2022 | $608,196 | $344,377 | $3,152,193 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 84-6785153).
Questions about HISTORIC ERIE PRESERVATION TRUST
- What is the EIN of HISTORIC ERIE PRESERVATION TRUST?
- The employer identification number (EIN) of HISTORIC ERIE PRESERVATION TRUST is 84-6785153.
- Is HISTORIC ERIE PRESERVATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HISTORIC ERIE PRESERVATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does HISTORIC ERIE PRESERVATION 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 HISTORIC ERIE PRESERVATION 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 HISTORIC ERIE PRESERVATION 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 HISTORIC ERIE PRESERVATION TRUST?
- The 990 for the year ended December 31, 2024 names THOMAS B HAGEN.
- Who are the officers and directors of HISTORIC ERIE PRESERVATION TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HISTORIC ERIE PRESERVATION TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,511,156, expenses of $1,463,017 and total assets of $22,728,416 at year end.
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All nonprofits in ERIE · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations