Historical Preservation Inc

OKLAHOMA CITY, OK EIN: 23-7023817

Historical Preservation Inc is a private foundation, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 14 grants totaling $24K. Net investment income was $307K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-20.0% YoY

Annual Giving

$24K

-11.5% YoY

Grant Count

+27.3% YoY

Avg Grant Size

$2K

-30.5% YoY

Under IRS private-foundation payout rules, Historical Preservation Inc reported a distributable amount of $243K for 2024 — the minimum it must pay out in qualifying distributions.

About Historical Preservation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $103K (100%)

Minnesota $250 (0%)

States

Minnesota Oklahoma

Cities

NisswaNormanOklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

33 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Preservation Oklahoma ($7,500), Wilson Arts Inc ($5,165), Shartel Boulevard Development Authority ($5,000).

Recipient	Purpose	Amount
WILSON ARTS INC OKLAHOMA CITY, OK	MAINTENANCE AND BEAUTIFICATION	$5,165
OKLAHOMA PHILHARMONIC SOCIETY OKLAHOMA CITY, OK	MEMORIAL FOR RENATE WESTPHAL WIGGIN	$250
UNIVERSITY OF OKLAHOMA FOUNDATION NORMAN, OK	MEMORIAL FOR THOMAS SAFFA STAPLETON	$250
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY OKLAHOMA CITY, OK	MEMORIAL FOR GERTRUDE "TRUDY" WHITE	$250
MINNESOTA ELKS YOUTH CAMP NISSWA, MN	MEMORIAL FOR AUBREY M KERR JR	$250
PRESERVATION OKLAHOMA OKLAHOMA CITY, OK	MEMORIAL FOR DR. DAN ELKINS JONES	$250
PRESERVATION OKLAHOMA OKLAHOMA CITY, OK	MEMORIAL FOR ELIZABETH JANE HOLCOMBE	$250
UNITED WAY OF CENTRAL OKLAHOMA OKLAHOMA CITY, OK	MEMORIAL FOR JERRY A GILBERT	$250
ST PAUL'S EPISCOPAL CATHEDRAL OKLAHOMA CITY, OK	MEMORIAL FOR JAMES WILBURN HAMPTON, MD	$250
FIRST UNITARIAN CHURCH OKLAHOMA CITY, OK	MEMORIAL FOR TIMOTHY LARASON	$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARVA ELLARD	PRESIDENT	2	—
ALAN KIRKPATRICK	1ST VICE PRESIDENT	2	—
AMY SERGENT	2ND VICE PRESIDENT	2	—
JUDY LAMBERT	TREASURER	2	—
MARY KAY GUMERLOCK	SECRETARY	2	—

Frequently Asked Questions

How large is Historical Preservation Inc?

As of 2024, Historical Preservation Inc holds $3.9M in total assets with $446K in annual revenue. It awarded 14 grants totaling $24K in 2024.

Where does Historical Preservation Inc operate?

Historical Preservation Inc has awarded grants in Minnesota, Oklahoma.

What size grants does Historical Preservation Inc award?

In 2024, Historical Preservation Inc awarded 14 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Historical Preservation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Historical Preservation Inc reported a distributable amount of $243K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.