Historical Preservation Inc
Historical Preservation Inc is a private foundation, based in Oklahoma City, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 7 grants totaling $19K. Net investment income was $469K.
Historical Preservation Inc at a glance
In short: Historical Preservation Inc gave $19K across 7 grants in 2025 (avg $3K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,750
- -21.6% vs 2024
- Grants made (2025)
- 7
- -50.0% vs 2024
- Average grant
- $2,679
- +56.8% vs 2024
- Median grant
- $1,500
- Total assets
- $4,131,301
- +7.3% vs 2024
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Historical Preservation Inc funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Preservation Oklahoma ($10K across 2 grants). Together the top 6 received $19K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Historical Preservation Inc gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2021) to $27K (2023). In 2025 it made 7 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Preservation Oklahoma Oklahoma City, OK | Overholser Mansion | $7,500 |
| Shartel Boulevard Development Authority Oklahoma City, OK | Maintenance and Beautification | $5,000 |
| Preservation Oklahoma Oklahoma City, OK | Heritage Hills Home Tour | $2,500 |
| Wilson Arts Inc Oklahoma City, OK | Maintenance and Beautification | $1,500 |
| St Lukes Methodist Church Oklahoma City, OK | Home Tour Appreciation | $1,000 |
| Neighborhood Alliance of Central Oklahoma Inc Oklahoma City, OK | Good Neighbor Awards Banquet | $1,000 |
| Oklahoma City Community Foundation Oklahoma City, OK | Memorial for Debbie Blackburn | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,131,301 | $603,854 | $330,749 | $18,750 | 7 | $236,473 | $468,747 | $264,109 |
| 2024 | $3,850,830 | $445,862 | $288,894 | $23,915 | 14 | $209,024 | $307,366 | $243,462 |
| 2023 | $4,813,723 | $360,444 | $249,715 | $27,023 | 11 | $219,451 | $229,650 | $221,576 |
| 2022 | $4,359,821 | $247,069 | $236,098 | $20,500 | 4 | $215,982 | $130,324 | $219,641 |
| 2021 | $5,055,924 | $309,463 | $192,884 | $11,850 | 2 | $24,503 | $205,935 | $238,373 |
| 2020 | $4,693,173 | $197,338 | $200,955 | $20,000 | 2 | — | $140,574 | $228,765 |
Under IRS private-foundation payout rules, Historical Preservation Inc reported a distributable amount of $264K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Historical Preservation Inc is led by Marva Ellard, President since 2023 (on filings since 2020); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Marva Ellard
President
Vice President → President, 2023
On filings since 2020
2 hrs/week
No compensation reported
Judy Lambert
Treasurer
On filings since 2021
2 hrs/week
No compensation reported
Mary Kay Gumerlock
Secretary
On filings since 2021
2 hrs/week
No compensation reported
Alan Kirkpatrick
1st Vice President
On filings since 2023
2 hrs/week
No compensation reported
Amy Sergent
2nd Vice President
On filings since 2023
2 hrs/week
No compensation reported
Cara Parent
Assistant Secretary
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (5)
- Former: Cathy O'Conner (2020–2022) — President
- Former: Diane Worthington (2020–2022) — 2nd Vice President
- Former: Bill Carey (2020) — President
- Former: Margaret Brooks (2020) — 3rd Vice President
- Former: Nancy Nagle (2020) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Historical Preservation Inc
How much does Historical Preservation Inc give each year?
Historical Preservation Inc gave $19K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 14 grants.
What is Historical Preservation Inc's typical grant size?
Historical Preservation Inc's median grant in 2025 was $1,500, and its average grant was $2,679, across 7 grants on its 2025 IRS Form 990-PF.
Where does Historical Preservation Inc give grants?
Historical Preservation Inc gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oklahoma City, OK (7 grants).
Does Historical Preservation Inc give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Historical Preservation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Historical Preservation Inc's largest grantees?
Historical Preservation Inc's largest 2025 grantees include Preservation Oklahoma ($10,000 across 2 grants), Shartel Boulevard Development Authority ($5,000) and Wilson Arts Inc ($1,500), according to its 2025 IRS Form 990-PF. Together they received 88% of its itemized 2025 grant dollars.
How large is Historical Preservation Inc?
Historical Preservation Inc reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $236K in qualifying distributions that year, against a required minimum of $264K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Historical Preservation Inc's EIN?
Historical Preservation Inc's EIN (Employer Identification Number) is 23-7023817. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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