2025-10-17T12:28:48-04:00 2025-06-30 050444371 MONTI CPA 5413 GREENBROOK DR Sarasota FL 34238 990PF 2024-07-01 521474906 HISTORIC PRESERVATION EDUCATION FOUNDATION HIST 7819102829 1050 CONNECTICUT AVE NW WASHINGTON DC 200357594 Stephen J Farneth TREASURER 7819102829 2025-10-19 true FRANK A MONTI P12345678 9419666885 2025-10-19 X 2024 2025-03-06 01:10:19Z X 2269523 X 50000 142 28030 28030 0 147968 256539 147968 0 0 0 0 0 121183 0 123183 347323 175998 123183 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17363 0 17363 0 56809 18892 25892 30917 0 0 0 0 1782 1782 0 0 0 0 0 0 0 0 0 124481 0 0 124481 0 0 0 0 7130 0 6252 4511 207565 20674 49507 159909 52475 52475 260040 20674 49507 212384 87283 155324 73676 20047 66557 66557 108542 157666 157666 39992 48742 48742 0 0 0 0 163730 203423 202361 630748 522177 1176929 371509 423508 434370 0 64378 64378 182898 0 0 0 0 1398946 1486451 2269523 172 394 0 0 0 0 0 0 0 0 0 172 394 X 1398774 1486057 1398774 1486057 1398946 1486451 1398774 87283 1486057 1486057 Public Traded Securities 256539 0 108571 147968 147968 147968 0 2159 2159 2159 0 0 0 115 2274 0 0 false false false 0 0 0 false false false false true true DC true true false false false true HPEF.US LARSEN BOOKKEEPING 8719102829 273 BROADWAY HANOVER MA 02339 false false false false false false false false false false false false false false false false false false false false false TRUDI G SANDMEIER 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 PRESIDENT 3.00 0 0 0 MOIRA NADAL 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 DEBORAH SLATON 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 2.00 0 0 0 RICHARD PIEPER 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 AMANDA LEWKOWICZ 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 STEPHEN J FARNETH 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 TREASURER 1.00 0 0 0 PRIYA JAIN 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 SECRETARY 1.50 0 0 0 NEELA WICKREMESINGHE 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 CASEY WEISDOCK 1050 CONNECTICUT AVE NW PO BOX 66250 WASHINGTON DC 200357594 DIRECTOR 1.00 0 0 0 NONE NONE EDUCATIONAL SEMINARS - THE FOUNDATION PARTNERS WITH OTHER LOCAL 501C3 PRESERVATION ENTITIES TO PRESENT PRESERVATION EDUCATION TO THE PUBLIC AS WELL AS HOSTING SEMINARS AND CONFERENCES ITSELF 212384 NONE 0 0 0 2107754 67884 48742 2224380 0 0 2224380 33366 2191014 109551 X 212384 0 0 0 0 212384 X 73676 0 7557 29736 110969 62625 0 6423 25276 94324 212384 113957 114510 81885 522736 0 0 0 0 0 212384 113957 114510 81885 522736 0 0 0 0 0 0 0 0 0 0 73034 68399 67212 71211 279856 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NONE NONE X BALL STATE UNIVERSITY DEPT OF ARCHITECTURE 2000 W UNIVERSITY AVE MUNCIE IN 47306 No Relationship PC PRESERVATION LABORATORY - DESIGN RESOURCE CENTER 1975 LANDMARK SOCIETY OF WESTERN NEW YORK 133 SOUTH FITZHUGH ROCHESTER NY 14608 No Relationship PC TRADITIONAL TRADES PROGRAM 10000 Preservation Maryland 3600 CLIPPER MILL RD 248 BALTIMORE MD 21211 No Relationship PC TRANSLATION OF HANDS-ON PRESERVATION TRAINING VIDEOS AND POSTING ONLINE FOR SPANISH-SPEAKING TRADESPERSONS. 12000 HISTORIC HAWAII 680 IWILEI ROAD SUITE 690 HONOLULU HI 96817 No Relationship PC INTRODUCTION TO SKILLED METHODS FOR HISTORIC DOOR AND WINDOW REPAIR 4000 LATINOS IN HERITAGE CONSERVATION PO BOX 1071 BASTROP TX 78602 No Relationship PC CONGRESO 2024: STUDENT SCHOLARSHIPS 2000 REVOLUTION WORKSHOP 3410 W LAKE STREET CHICAGO IL 60624 No Relationship PC CAREER GROWTH SERVICES TRAINING OPPORTUNITIES IN HISTORIC PRESERVATION TRADES 5000 GREENWOOD HISTORIC FUND 500 25TH STREET BROOKLYN NY 11232 No Relationship PC BRIDGES TO CRAFTS CAREER B2CC PROGRAM 4000 PENASCO VALLEY HISTORICAL PRESERVATION SOCIETY PO BOX 861 PENASCO NM 87553 No Relationship PC CREATING A TRAINING OPPORTUNITY FOR COMMUNITY MEMBERS TO LEARN ABOUT THE TRADITIONAL PRACTICE OF ADOBE MAKING AND PROVIDE PARTICIPANTS WITH HANDS-ON EXPERIENCE 2500 PRESERVATION LEAGUE OF NEW YORK STATE 44 CENTRAL AVENUE ALBANY NY 12206 No Relationship PC TRADITIONAL TRADES VIDEO SHORTS PROGRAM 5000 GUAM PRESERVATION TRUST 167 PADRE PALOMO STREET HAGATNA GU 96932 No Relationship PC Outdoor Oven Hotnu Repair and Revitalization Workshop 6000 52475 UNIVERSITY OF WISCONSIN 500 LINCOLN DRIVE MADISON WI 53706 PC HABS documentation of the Mount Carmel Missionary Baptist Church designed by Alonzon Robinson the first licensed Black architect in the state of Wisconsin. Approved $6,000 0 ADIRONDACK ARCHITECTURAL HERITAGE 1745 MAIN STREET KEESEVILLE NY 12944 PC - Preservation Trades Training Workshop Series "Preservation Trades Training Workshop Series". Approved $4,000 0 TEXAS AM UNIVERSITY 400 BIZZELL ST COLLEGE STATION TX 77843 PC RESTORATION WORK ON SRI MEENAKSHI TEMPLE. APPROVED $3,000 0 TEXAS TECH UNIVERSITY 2500 BROADWAY W LUBBOCK TX 79409 PC Ship on the Desert Guadalupe Mountains National Park. APPROVED $5,984 0 THE PEAL - BALTIMORES COMM MUSEUM PO BOX 1742 BALTIMORE MD 21203 PC Apprenticeships in Sandstone Stabilization at the Peale. APPROVED $4,000 0 EASTERN STATE PENITENTIARY HIST SITE 2027 FAIRMOUNT AVE PHILADELPHIA PA 19130 PC FUNDING FOR 2025 MASONRY ACADEMY FOR 10 PARTICIPANTS IN A 6-WEEK PRE-APPRENTICESHIP PROGRAM FOCUSING ON BUILDING FOUNDATIONAL TECHNICAL SKILLS NECESSARY FOR UNION ENTRY. APPROVED 5,500 0 RE-PURPOSE SAVANAH 2302 GWINNETT ST SAVANNAH GA 31404 PC ONE-YEAR PAID APPRENTICESHIP PROGRAM TO TRAIN TWO WOMEN IN HISTORIC BUILDING DECONSTRUCTION. APPROVED $10,000 0 HISTORIC ITHACA 212 CENTRAL STREET ITHACA NY 14850 PC Produce a series of workshops and presentations to coordinate the expansion of the City-Town Landmarks Preservation Commission and guide the City of Ithaca and Town of Ithaca initiative to promote support of a new local energy code. This will involve a mixture of hands-on training opportunities presentations and recorded videos posted to the organizations YouTube channel. Approved $ 3,000 0 US COMM INTL COUNCIL ON MONUMENTS 1701 PENNYSYLVANIA AVE SUITE 200 WASHINGTON DC 20006 PC Produce a six-episode World Heritage Webinars program geared towards bridging the gap between classroom education and hands-on experience in the field. The project will conclude with an in-person workshop catered to Emerging Professionals held at the ICOMOS US 2025 Symposium and Conference. Materials will be made available online on their YouTube page.. Approved $6,000 0 CORNERSTONES COMMUNITY PARTNERSHIP 227 OTERO ST SANTA FE NM 87501 PC AS PART OF THE STATEWIDE PRESERVATION CONFERENCE THIS PROJECT WILL PROVIDE 3 HANDS-ON PRESERVATION WORKSHOPS OPEN TO PARTICIPANTS AT THE CONFERENCE TO LEARN 1 ADOBE WALL REPAIRS 2 WALL PLASTERING WITH ADOBE AND LIME AND 3 HOW TO CONDUCT A CONDITIONS ASSESSMENT. THE WORKSHOPS WILL BE REPEATED DURING THE CONFERENCE AS MUCH AS PARTICIPATION DEMANDS. APPROVED $10,000 0 NEWPORT RESTORATION FOUNDATION 680 BELLEVUE AVE NEWPORT RI 02840 PC LEAD-BASED PAINT WINDOW RESTORATION PROGRAM: THE CITY OF NEWPORT AND NRF ARE WORKING TOGETHER TO CREATE AN EDUCATIONAL TOOL AND COMPLIANCE RESOURCE FOR PROPERTY OWNERS TO PROPERLY DISPOSE OF LEAD PAINT DURING RESTORATION PROJECTS PER RIS MOST RECENT 2024 REGULATIONS. THE PROGRAM DEVELOPED TO TRAIN CONTRACTORS IN THE AREA WILL BE OFFERED TO 10-15 PRE-REQUISITE STUDENTS FOR A 3-4 DAY WORKSHOP AT ONE OF NRFS HISTORIC PROPERTIES FOR A HANDS-ON WORKSHOP. CERTIFICATION WILL BE OFFERED IN ADDITION TO PROGRAM MATERIALS AND RECORDINGS MADE AVAILABLE ON NRFS WEBSITE. APPROVED $6,000 0 UNIVERSITY OF NEW MEXICO 2401 CENTRAL AVE NE ALBURQUERQUE NM 87131 PC INTERNATIONAL WORKSHOP ON TRADITIONAL METHODS OF EARTHEN ARCHITECTURE PRESERVATION FOR STUDENTS AND ATTENDEES OF CONCURRENT CONFERENCES. APPROVED $7,000 0 PRESERVE MONTANA PO BOX 101 HELENA MT 59624 PC THE TRADE CORPS PROGRAM: TO HELP BUILD A WORKFORCE OF SKILLED PRESERVATION TRADESPEOPLE TO SAVE ENDANGERED HISTORIC PROPERTIES AND REVITALIZE COMMUNITIES ACROSS RURAL MONTANA THROUGH IMPLEMENTATION OF A NINE-WEEK HANDS-ON TRAINING AND MENTORSHIP COURSE IN THE PRESERVATION TRADES FOR THREE YOUNG ADULTS THAT SIMULTANEOUSLY IMPROVES THE CONDITION OF HISTORIC PROPERTIES IN SEVERAL RURAL MONTANA COMMUNITIES THROUGH PRESERVATION TREATMENT. APPROVED $10,000 0 LA NEIGHBORHOOD HOUSING SERVICES 3926 WILSHIRE BLVD LOS ANGLES CA 90010 PC PROVIDE EDUCATION TRAINING AND USC STUDENT-BASED PRO BONO DESIGN SERVICES FOR HOMEOWNERS IN PRIMARILY NON-WHITE HISTORIC NEIGHBORHOODS IN LOS ANGELES. APPROVED $10,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 28030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 147968 0 0 6 121183 121183 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 297181 121183 418364 9 PRESERVING THE RECENT PAST #4 PRP4: CELEBRATING THE THIRTIETH ANNIVERSARY OF THE GROUNDBREAKING PRESERVING THE RECENT PAST CONFERENCE SERIES AND THE FOUNDING OF DOCOMOMO-US PRP4 PROVIDED A NEW FORUM TO SHARE THE LATEST STRATEGIES FOR IDENTIFYING PROTECTING AND CONSERVING SIGNIFICANT STRUCTURES AND SITES FROM THE POST-WORLD WAR II ERA. false false false false false false false false false false X X 1 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 190463594 50000 X MONTHLY BOOKKEEPING GENERAL CONSULTING TAX PREPARATION 17363 0 17363 0 CORPORATE BONDS 219917 218467 MULTI SECTOR/OTHER BONDS 154130 169912 HIGH YIELD NON-INVESTMENT GRADE 49461 45991 COMMUNICATION SERVICES 37590 117639 CONSUMER DISCRETIOINARY 51788 116122 MATERIALS 24756 44210 FINANCIAL SERVICES 77675 204844 INDUSTRIALS 21910 76126 CONSUMER STAPLES 51204 87380 SMALL & MID CAP FUND 48966 60418 UTILITIES 25980 24066 REAL ESTATE 48975 72968 HELATHCARE 79566 151254 INFORMATION TECHNOLOGY 53767 221902 163730 202361 203423 202361 SPDR GOLD SHARES AT COST 64378 182898 BANK SERVICE CHARGES 126 0 126 0 ADVERTISING & PROMOTION OF PROGRAMS 500 0 500 500 DIRECTOR & OFFICER INSURANCE 1725 0 1725 0 DUES & SUBSCRIPTIONS 2295 0 2295 2295 OFFICE SUPPLIES 196 0 196 75 POSTAGE & DELIVERY 695 0 695 450 WEBSITE OPERTING COSTS 878 0 0 878 MISCELLANEOUS 715 0 715 313 CONFERENCE REGISTRATIONS 121183 0 123183 INVESTMENT MANAGEMENT FEES 18892 18892 18892 0 MANAGEMENT SERVICE ORGANIZATION 37917 0 7000 30917 TAX ON FISCAL YEAR END 6 30 24 FORM 990-PF 1782 1782 0 0