Warren Heritage Society Inc

Private foundation Front Royal, VA EIN: 54-0988920

Warren Heritage Society Inc is a private foundation focused on Arts, Culture & Humanities, based in Front Royal, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it made $155K in qualifying distributions. Net investment income was $80K.

Key facts about Warren Heritage Society Inc

EIN
54-0988920
Latest 990 filing
Form 990-PF, 2024
Total assets
$1,381,507

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-3.7% YoY

Revenue

$115K

+97.3% YoY

Qualifying Distributions

$155K

+31.1% YoY

Expenses

$177K

+25.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,381,507$1,435,085$1,458,134
Revenue$115,114$58,333$67,756
Expenses$177,053$141,269$120,297
Qualifying Distributions$154,791$118,037$95,838
Net Investment Income$79,591$52,138$41,828
Distributable Amount—$43,299$37,068

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Warren Heritage Society Inc is led by Joe Petty, Executive Director on every filing since 2023; none of the 12 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Joe Petty

    Executive Director

    On filings since 2023

    40 hrs/week

    No compensation reported

  • Teresa Henry

    President

    On filings since 2023

    1 hr/week

    No compensation reported

  • Bryon Biggs

    Director

    Secretary → Second Vice President, 2023

    Second Vice President → Director, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Suzanne Silek

    Director

    First Vice President → Vice President, 2023

    Vice President → Director, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Gary Duane Vaughn

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Brian Conley

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Lorraine Holquist

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Patricia Lombardi

    Director

    Secretary → Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • John Whitmoyer

    Secretary

    Immediate Past President → Secretary, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Karen Monroe

    Vice President

    Director → Vice President, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Nicole Foster

    Treasurer

    On filings since 2023

    1 hr/week

    No compensation reported

  • Lizi Lewis

    Town of Front Royal Liaison

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (15)
  • Former: Frances Woodward (2021–2023) — Director
  • Former: Kandi Lamb (2023) — Director
  • Former: Shea Parker (2023) — President Elect
  • Former: Charles Fund (2020–2022) — Director
  • Former: Donald Bowman (2020–2022) — Second Vice President
  • Former: Lorraine Hultquist (2020–2022) — Director
  • Former: Richard Hoover (2020–2022) — Director
  • Former: Laura Santmyers McPeak (2021–2022) — Director
  • Former: Thomas Lockhart (2021–2022) — Secretary & Treasurer
  • Former: Abigail Griffeth (2020) — Director
  • Former: Alan Fox (2020) — Director
  • Former: Hallie Groves (2020) — Director
  • Former: Janice Long (2020) — Director
  • Former: Lorraine Dovell (2020) — President
  • Former: Ron Santmyers (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "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 Warren Heritage Society Inc

How large is Warren Heritage Society Inc?

Warren Heritage Society Inc reported $1.4M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $115K.

What is Warren Heritage Society Inc?

Warren Heritage Society Inc is a private foundation focused on Arts, Culture & Humanities, based in Front Royal, VA. It holds $1.4M in total assets as of 2024.

What is Warren Heritage Society Inc's EIN?

Warren Heritage Society Inc's EIN (Employer Identification Number) is 54-0988920. IRS Form 990 filing data is available on this page for 2020–2024.

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

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