Historical Preservation Inc

OKLAHOMA CITY, OK EIN: 23-7023817

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.9M

-20.0% YoY

Annual Giving

$24K

-11.5% YoY

Grant Count

14

+27.3% YoY

Avg Grant Size

$2K

-30.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$245K$368K$490K20202021202220232024
Metric202420232022
Total Assets$3,850,830$4,813,723$4,359,821
Revenue$445,862$360,444$247,069
Expenses$288,894$249,715$236,098
Qualifying Distributions$209,024$219,451$215,982
Net Investment Income$307,366$229,650$130,324
Distributable Amount$243,462$221,576$219,641

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$20K$27K2 grants20202 grants20214 grants202211 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PRESERVATION OKLAHOMA$8KWILSON ARTS INC$5KSHARTEL BOULEVARD DEVELO…$5KWILSON ARTS INC$3KWILSON ARTS INC$2KOKLAHOMA PHILHARMONIC SO…$250UNIVERSITY OF OKLAHOMA F…$250CATHOLIC CHARITIES OF TH…$250MINNESOTA ELKS YOUTH CAMP$250PRESERVATION OKLAHOMA$250

Grant Size Distribution

33 grants across all recorded years

33<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Historical Preservation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARVA ELLARDPRESIDENT2
ALAN KIRKPATRICK1ST VICE PRESIDENT2
AMY SERGENT2ND VICE PRESIDENT2
JUDY LAMBERTTREASURER2
MARY KAY GUMERLOCKSECRETARY2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

NisswaNormanOklahoma City

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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