To foster, encourage, and engage in the preservation, restoration, and development of Historic or important sites, buildings, and personal property in every way deemed to be feasible, including acquisition of buildings, sites, and other property for preservation.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $67K a year · 15% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
16 mo
of spending, in cash
Plus $4.5M in investments, Pt X · Ln 11–13
Looks good: 15.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$59K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123K
Spent
$465K
To programs
80%
Net assets
$7.6M
By yearFY2020–FY2024
Revenue
$123K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$123K
FY2021$351K
FY2022$528K
FY2023$617K
FY2024$612K
Expenses
$465K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$465K
FY2021$452K
FY2022$497K
FY2023$585K
FY2024$566K
Net assets
$7.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.6M
FY2021$7.5M
FY2022$7.5M
FY2023$7.5M
FY2024$6.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $373K Management & general 13% · $58K Fundraising 7% · $34K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

19 people listed on the 990.

Part VII, Section A · reportable compensation
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Historic Natchez Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves, restores, and develops historic sites, buildings, and property through acquisition and other feasible means.

Questions for Historic Natchez Foundation

Tap to ask. Historic Natchez Foundation sees how many people are interested.

Your first name shows with your question. Historic Natchez Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $373K · in their own filed words · FY2020
01

Preservation

Works to preserve historic buildings, which sometimes involves acquisition and restoration. The foundation places preservation easements in perpetuity on all historic properties that are acquired for preservation purposes before any resale of the PROPERTY.THE foundation solicits preservation and restoration grants and other funding and…

$157Kprogram expense
02

Education

Information related to natchez regional history, genealogy, architecture, and decorative arts is provided on a daily basis to local citizens, governmental and other organizations, visitors, scholars, writers, genealogists, historical associations, museums, filmmakers, and others.

$118Kprogram expense
03

Collections

Has a significant collection of important archival material, museum artifacts, and public records related to the history of the natchez region. The foundation's collections include books, photographs, documents, site files, subject files, public records, and artifacts.

$98Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$123K
Ln 12
Gifts and grantsLn 1h$135K
Investment incomeLn 3$102K
Fees for servicesLn 2g$62K
Money outPt IX
$465K
Ln 25
Programscol B$373K
Managementcol C$58K
Fundraisingcol D$34K
Owns and owesPt X
$7.6M
net assets · Ln 32
Cash and savingsLn 1–2$616K
Total assetsLn 16$7.6M
LiabilitiesLn 26$59K
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$135K
Government grantsLn 1e$27K
Fees for servicesLn 2g$62K
Investment incomeLn 3$102K
Gains on assetsLn 7−$175K
Total revenueLn 12$123K
Assets in detailPt X, end of year
CashLn 1$69K
SavingsLn 2$547K
Cash and savings togetherLn 1–2$616K
InvestmentsLn 11–13$4.5M
Land, buildings, equipmentLn 10c$2.5M
Total assetsLn 16$7.6M
LiabilitiesLn 26$59K
Net assetsLn 32$7.6M
OperationsPt I, VI
EmployeesI 59
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$745K$616K
InvestmentsLn 11–13$4.5M$4.5M
Land, buildings, equipmentLn 10c$2.9M$2.5M
Total assetsLn 16$8.2M$7.6M
LiabilitiesLn 26$257K$59K
Net assetsLn 32$7.9M$7.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$231K$199K$13K$19K
Pension plan contributionsLn 8$16K$14K$973$1K
Payroll taxesLn 10$18K$15K$1K$1K
Legal feesLn 11b$926$796$56$74
Investment management feesLn 11f$43K$11K$32K
Other fees for servicesLn 11g$5K$4K$312$416
Advertising and promotionLn 12$773$665$46$62
Office expensesLn 13$65K$56K$4K$5K
OccupancyLn 16$49K$42K$3K$4K
TravelLn 17$689$593$41$55
Travel and entertainment for public officialsLn 18$3K$2K$171$227
Depreciation, depletion and amortizationLn 22$5K$5K$317$422
InsuranceLn 23$17K$15K$1K$1K
Other expenses (24a–d)Ln 24$10K$7K$2K$637
Total functional expensesLn 25$465K$373K$58K$34K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $612K$566K$46K$6.8M 990 PDF
FY2023 $617K$585K$32K$7.5M 990 PDF
FY2022 $528K$497K$32K$7.5M 990 PDF
FY2021 $351K$452K−$101K$7.5M 990 PDF
FY2020 Viewing $123K$465K−$342K$7.6M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $123,071 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $572,097$134,660
I-9 Program service revenuePrior year $44,988$61,651
I-10 Investment incomePrior year $210,909−$73,198
I-11 Other revenuePrior year $2,957−$42
I-12 Total revenuePrior year $830,951$123,071
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $269,162$265,347
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $189,564$199,305
I-18 Total expensesPrior year $458,726$464,652
I-19 Revenue less expensesPrior year $372,225−$341,581
Part VI · Governance 19 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $123,071 across 9 lines filed
Lines not itemized here account for −$1,614 of total revenue; see the IRS return.
VIII-1b Membership dues$102,988
VIII-1e Government grants$27,000
VIII-1f All other contributions, gifts and grants$4,672
VIII-1h Total contributions, gifts and grants$134,660
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $61,651$61,651
VIII-3 Investment incomeRelated to mission $102,273$102,273
VIII-7 Net gain or loss on sales of assetsRelated to mission −$175,471−$175,471
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,572$1,572
VIII-12 Total revenueRelated to mission −$11,589 · Unrelated business $0 · Excluded from tax $0$123,071
Part IX · Statement of functional expenses $464,652 across 14 lines filed
IX-7 Other salaries and wagesPrograms $199,335 · Management $13,390 · Fundraising $18,543$231,268
IX-8 Pension plan contributionsPrograms $13,946 · Management $973 · Fundraising $1,297$16,216
IX-10 Payroll taxesPrograms $15,362 · Management $1,072 · Fundraising $1,429$17,863
IX-11b Legal feesPrograms $796 · Management $56 · Fundraising $74$926
IX-11f Investment management feesPrograms $10,749 · Management $32,244$42,993
IX-11g Other fees for servicesPrograms $4,470 · Management $312 · Fundraising $416$5,198
IX-12 Advertising and promotionPrograms $665 · Management $46 · Fundraising $62$773
IX-13 Office expensesPrograms $55,946 · Management $3,903 · Fundraising $5,203$65,052
IX-16 OccupancyPrograms $41,793 · Management $2,916 · Fundraising $3,888$48,597
IX-17 TravelPrograms $593 · Management $41 · Fundraising $55$689
IX-18 Travel and entertainment for public officialsPrograms $2,445 · Management $171 · Fundraising $227$2,843
IX-22 Depreciation, depletion and amortizationPrograms $4,540 · Management $317 · Fundraising $422$5,279
IX-23 InsurancePrograms $14,856 · Management $1,036 · Fundraising $1,382$17,274
IX-24 Other expenses (24a–d)Programs $7,286 · Management $1,758 · Fundraising $637$9,681
IX-25 Total functional expensesPrograms $372,782 · Management $58,235 · Fundraising $33,635$464,652
Part X · Balance sheet $7,639,656 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $473,460$68,715
X-2 Savings and temporary cash investmentsStart of year $271,233$547,266
X-4 Accounts receivableStart of year $37,972$1,811
X-8 Inventories for sale or useStart of year $12,456$12,456
X-10c Land, buildings and equipment, netStart of year $2,879,166$2,482,641
X-11 Publicly traded securitiesStart of year $4,228,870$4,250,026
X-13 Program-related investmentsStart of year $276,741$276,741
X-16 Total assetsStart of year $8,179,898$7,639,656
X-17 Accounts payable and accrued expensesStart of year $1,535$4,211
X-18 Grants payableStart of year $5,960$5,960
X-24 Unsecured notes and loans payableStart of year $250,000$0
X-25 Other liabilitiesStart of year $0$48,663
X-26 Total liabilitiesStart of year $257,495$58,834
X-32 Total net assets or fund balancesStart of year $7,922,403$7,580,822
X-33 Total liabilities and net assetsStart of year $8,179,898$7,639,656
Part XI · Reconciliation of net assets $7,580,822 net assets at year end
XI-1 Total revenue$123,071
XI-2 Total expenses$464,652
XI-3 Revenue less expenses−$341,581
XI-4 Net assets at start of year$7,922,403
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,580,822

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.