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.
Key facts about Historical Preservation Inc
In short: Historical Preservation Inc gave $19K across 7 grants in 2025 (avg $3K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7023817
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,750
- Grants made (2025)
- 7
- Average grant
- $2,679
- Median grant
- $1,500
- Total assets
- $4,131,301
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.1M
+7.3% YoY
Annual Giving
$19K
-21.6% YoY
Grant Count
7
-50.0% YoY
Avg Grant Size
$3K
+56.8% YoY
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.
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.
Ready to take the next step with Historical Preservation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,131,301 | $3,850,830 | $4,813,723 |
| Revenue | $603,854 | $445,862 | $360,444 |
| Expenses | $330,749 | $288,894 | $249,715 |
| Qualifying Distributions | $236,473 | $209,024 | $219,451 |
| Net Investment Income | $468,747 | $307,366 | $229,650 |
| Distributable Amount | $264,109 | $243,462 | $221,576 |
Data update history
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
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.
Here's the math on researching Historical Preservation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Historical Preservation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Rainbolt Family Foundation
Oklahoma City, OK
The Rainbolt Family Foundation’s recent grants provided general financial support to charitable organizations, with 2025 gifts ranging from $1,500 to $5,000. Its 2025 grants went to Oklahoma recipients, and it does not accept unsolicited requests, giving only to preselected organizations.
Assets
$2.6M
Grants
3
Total Given
$12K
Love Family Affiliated Fund of Occf Inc
Oklahoma City, OK
The Love Family Affiliated Fund supports qualified public charities serving the Oklahoma City area, with grants for general purposes across fields such as social services, health, education, and community programs. In 2025, grants ranged from $5,140 to $279,566, with a median of $10,000. The profile does not state whether it accepts unsolicited requests.
Assets
$9.1M
Grants
109
Total Given
$2.6M
The Jada Foundation
Oklahoma City, OK
Assets
—
Grants
11
Total Given
$7K
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc
Oklahoma City, OK
The funder supports nonprofit organizations across a range of charitable services, with recent grants generally for unrestricted general purposes. In 2025, it awarded 11 grants of $6,000–$10,000, mostly to Oklahoma organizations. Its profile does not state whether it accepts unsolicited requests.
Assets
$2.3M
Grants
11
Total Given
$91K
Kirkpatrick Foundation Inc
Oklahoma City, OK
The Kirkpatrick Foundation funds arts and culture, education, animal welfare, environmental conservation, and historic preservation, primarily in Central Oklahoma, especially the Oklahoma City area. Its 2024 grants ranged from $45 to $168,200, with a median of $10,000. Its 2024 filing says it does not accept unsolicited requests and contributes only to preselected organizations.
Assets
$97.9M
Grants
85
Total Given
$2.1M
Scaramucci Foundation
Oklahoma City, OK
The foundation supports Oklahoma organizations across health care, animal welfare, higher education, public safety, food assistance, education, arts, and community programs. Its 2025 grants ranged from $1,000 to $1 million, with a median of $2,150; it funds only preselected charities and does not accept unsolicited requests.
Assets
$3K
Grants
16
Total Given
$1.6M
Aaron & Gertrude Karchmer Memorial
Oklahoma City, OK
The Aaron & Gertrude Karchmer Memorial funds 501(c)(3) organizations in areas including disability support, health care, arts and culture, social services, and recreation, with most giving in Oklahoma. In 2024, it made 16 grants totaling $45,198, ranging from $180 to $10,000, with a median of $1,800. It accepts requests by letter with information about the organization, its exempt purpose, and proof of exempt status; no deadline is listed.
Assets
$362K
Grants
16
Total Given
$45K
Howard Family Charitable Foundation
Oklahoma City, OK
The Howard Family Charitable Foundation supports public charities, educational institutions, scientific research and disease-care institutions, and qualifying people in distress due to illness, accident, or disaster. Its 2025 grants ranged from $500 to $62,000, with a median of $5,000, and went primarily to Oklahoma organizations. It accepts unsolicited written or verbal requests in any format, with no deadline.
Assets
$3.2M
Grants
17
Total Given
$212K
Mock Foundation
Oklahoma City, OK
Assets
$957K
Grants
50
Total Given
$57K
Because We Care Philanthropy Inc
Oklahoma City, OK
Because We Care Philanthropy supported 501(c)(3) charities working in health, education, youth development, inclusion and diversity, and animal welfare, with most 2024 grant dollars going to Oklahoma and others to Texas and Florida. Its 2024 grants ranged from $6,000 to about $4 million, with a median of $20,750; it appears to have wound down, and no unsolicited-request process is stated.
Assets
—
Grants
25
Total Given
$6.4M
The MV Williams Foundation Inc
Oklahoma City, OK
The MV Williams Foundation supports charitable organizations across education, health, human services, community support, conservation, and other areas, with awards generally focused on the Oklahoma City metropolitan area. Its 2024 grants ranged from $250 to $25,576, with a median of $5,000. It accepts written requests and does not limit giving to preselected organizations.
Assets
$4.0M
Grants
32
Total Given
$200K
SSM Health Care of Oklahoma Inc
St. Louis, MO
SSM Health Care of Oklahoma supports Oklahoma organizations working in health care access, food and nutrition, housing, education, employment, and community development, with most giving concentrated in Oklahoma. In 2024, it made 34 grants ranging from $7,000 to $220,648, with a median grant of about $20,400. No application process or deadline is stated.
Assets
$453.7M
Grants
34
Total Given
$1.5M
More Funders in Oklahoma
Historical Preservation Inc down — hundreds of funders to go?