2025-08-12T14:13:38-05:00 2024-09-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2023-10-01 520609575 SOCIETY FOR THE PRESERVATION OF MARYLAND ANTIQUITIES INC SOCI 4106852886 3600 CLIPPER MILL ROAD 248 BALTIMORE MD 21211 NICHOLAS REDDING PRESIDENT & CEO 4106852886 2025-08-01 1 0 SUSAN KELLER P00245169 4107275735 2023 2025-03-06 01:10:19Z NICHOLAS REDDING 3600 CLIPPER MILL ROAD 248 BALTIMORE MD 21211 4338828 0 X WWW.PRESERVATIONMARYLAND.ORG X 1931 MD PROVISION OF GRANTS TO NONPROFIT ORGANIZATIONS TO PRESERVE HISTORIC PROPERTIES IN MARYLAND 22 22 20 66 0 0 1373586 3343296 10250 10367 626280 793099 -4085 157108 2006031 4303870 19053 13431 0 0 1196655 1196791 0 0 102848 882156 1506153 2097864 2716375 -91833 1587495 14285280 17871655 2262451 2585057 12022829 15286598 X FOUNDED IN 1931 AS THE SOCIETY FOR THE PRESERVATION OF MARYLAND ANTIQUITIES, PRESERVATION MARYLAND IS DEDICATED TO PRESERVING MARYLAND'S HISTORIC BUILDINGS, NEIGHBORHOODS, LANDSCAPES, AND ARCHAEOLOGICAL SITES THROUGH OUTREACH, FUNDING, AND ADVOCACY. PRESERVATION MARYLAND IS THE STATE'S OLDEST HISTORIC PRESERVATION ORGANIZATION. 0 0 33596 13431 FUNDING - SUPPORTS PRESERVATION PROJECTS AND ORGANIZATIONS THROUGH LOANS AND GRANTS. 637749 10367 EDUCATION AND OUTREACH - WORKS WITH TARGETED ORGANIZATIONS TO ASSESS SPECIFIC NEEDS AND TO HELP ADDRESS THEM THROUGH TECHNICAL ASSISTANCE, WORKSHOPS, PUBLICATIONS, AND GRANTS. ALSO SPONSORS CONFERENCES, LECTURES, AND TOURS. 10781 ADVOCACY - SUPPORTS THE CAUSE OF HISTORIC PRESERVATION BROADLY AS A PARTICIPANT IN ANNUAL EFFORTS TO ENSURE APPROPRIATE PUBLIC FUNDING FOR GOVERNMENT PRESERVATION PROGRAMS. 1608005 THE SOCIETY PROVIDES OTHER PRESERVATION SERVICES AND MAINTAINS HISTORICAL BUILDINGS AND ARTIFACTS TO FURTHER EDUCATE THE PUBLIC ABOUT MARYLAND HISTORY. 1608005 2290131 1 1 0 1 0 0 1 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 21 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X NICHOLAS REDDING 4106852886 3600 CLIPPER MILL ROAD 248 BALTIMORE MD 21211 JULIE BUTLER DIRECTOR 2.00 X 0 0 0 BETH MASER DIRECTOR 2.00 X 0 0 0 DAVID KATZ DIRECTOR 2.00 X 0 0 0 DEAN JAGUSCH DIRECTOR 2.00 X 0 0 0 GEORGE ARENDT DIRECTOR 2.00 X 0 0 0 JOHN LEITH-TETRAULT DIRECTOR 2.00 X 0 0 0 JOHN RENNER DIRECTOR 2.00 X 0 0 0 JUSTIN PEAK DIRECTOR 2.00 X 0 0 0 KARLA AGHAJANIAN DIRECTOR 2.00 X 0 0 0 MARK FLEMMING DIRECTOR 2.00 X 0 0 0 MARVIN-ALONZO GREER DIRECTOR 2.00 X 0 0 0 SAMUEL K HIMMELRICH JR DIRECTOR 2.00 X 0 0 0 DAVID HOGGARD DIRECTOR 2.00 X 0 0 0 W WARD BUCHER DIRECTOR 2.00 X 0 0 0 ANN POWELL VICE CHAIR 3.00 X X 0 0 0 DIANE L CASLOW CHAIR 3.00 X X 0 0 0 ERIC OBER TREASURER 3.00 X X 0 0 0 LISA SASSER SECRETARY 3.00 X X 0 0 0 JAELON MOANEY DIRECTOR 2.00 X 0 0 0 ROB RUFF DIRECTOR 2.00 X 0 0 0 BRYCE TURNER DIRECTOR 2.00 X 0 0 0 MARTHA ELLIOTT DEC 524 DIRECTOR 2.00 X 0 0 0 NICHOLAS REDDING PRESIDENT & CEO 45.00 X 173640 0 16951 173640 0 16951 1 0 1 0 0 11123 46081 1328715 1957377 3343296 CONFERENCE FEES 900099 10367 10367 10367 253584 253584 159975 0 159975 159975 159975 539515 0 539515 539515 539515 8759 46081 34958 -26199 -26199 OTHER INCOME 900099 23332 23332 23332 4303870 10367 0 950207 X 13431 13431 246177 182225 51527 12425 754355 558386 157894 38075 36023 27512 6654 1857 117816 86084 26010 5722 42420 32397 7836 2187 42166 26432 12677 3057 37204 37204 927887 925521 1906 460 13035 13035 54599 43990 5851 4758 77260 61135 12992 3133 39061 34383 4678 105688 105688 16318 12787 2845 686 EDUCATIONAL PROGRAMS 156434 156434 OTHER EXPENSES 20985 240 20745 PUBLICATIONS 15516 10451 5065 2716375 2290131 323396 102848 521726 766774 574444 867773 1442495 2708337 53738 55942 549749 246323 79917 303426 11506734 13111026 106226 58377 14285280 17871655 209042 156585 233443 256100 1684030 1995049 135936 177323 2262451 2585057 X 7804834 9409800 4217995 5876798 12022829 15286598 14285280 17871655 1587495 1676274 0 X 0 1 X 1 0 X 1118015 1683552 2310868 1373586 3343296 9829317 1118015 1683552 2310868 1373586 3343296 9829317 628006 9201311 114197 71857 120986 162745 413559 883344 10712661 60617 0.85890 0.82520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 5872 0 0 5872 0 PART II-B, LINE 1: FY2024: NICHOLAS REDDING (PRESIDENT & CEO) IS A REGISTERED LOBBYIST ON BEHALF OF PRESERVATION MARYLAND. REDDING MET WITH LEGISLATORS TO ADVOCATE FOR HISTORIC PRESERVATION ISSUES. PRESERVATION MARYLAND CAN PROVIDE COPIES OF THE ETHICS COMMISSION REPORTS IF NECESSARY. X 3 74.00 3 1 1 8.00 663 4140 X X 0 625071 92595 57995 659671 608271 26800 10000 625071 655871 -37600 10000 608271 629271 106226 79626 655871 614871 144537 130137 629271 0.00000 1.00000 0.00000 0 0 221751 164323 57428 327998 82000 245998 303426 PUBLICLY TRADED SECURITIES 13111026 F 13111026 DEFERRED REVENUE 29500 LEASE LIABILITY 56831 OTHER LIABILITIES 90992 177323 X 5977898 1676274 1676274 4301624 37204 -34958 2246 4303870 2714129 34958 34958 2679171 37204 37204 2716375 PART II, LINE 5: THE ORGANIZATION'S STAFF WILL MONITOR AND INVESTIGATE THE USE OR CONDITION OF THE REAL PROPERTIES TO ENSURE THE ORGANIZATION IS ADHERING TO THE RESTRICTIONS IMPOSED BY ANY EASEMENT, THROUGH AN ANNUAL SITE VISIT OF THE HISTORIC STRUCTURES AND COMPLETION OF A SUBSEQUENT NARRATIVE REPORT ISSUED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. UPON REVIEW OF THE ANNUALLY ISSUED REPORT, THE EXECUTIVE COMMITTEE WILL ENFORCE ANY AND ALL CONSERVATION EASEMENTS BY TAKING CORRECTIVE ACTION AS NECESSARY TO ENSURE COMPLIANCE WITH THE RESPECTIVE EASEMENTS IF ANY VIOLATION OR CONCERN IS NOTED WITHIN THE REPORT. PART III, LINE 4: THE COLLECTION INCLUDES PRINTS, PAINTINGS, TABLES, CHAIRS, AND BOOKCASES, AND ARE VALUED AT THEIR ORIGINAL COST OR DONATED VALUE PLUS ANY RESTORATION COSTS INCURRED. PART V, LINE 4: THE SOCIETY'S PERMANENT ENDOWMENT CONSISTS OF ONE DONOR RESTRICTED FUND ESTABLISHED TO PROVIDE A SOURCE OF INCOME FOR ONGOING OPERATIONAL EXPENSES, AND ONE DONOR RESTRICTED FUND FOR EDUCATIONAL PURPOSES. THE SOCIETY HAS ESTABLISHED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SOCIETY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE SOCIETY REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN INCOME -34,958. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN INCOME 34,958. PHOENIX RISING 54840 46081 8759 3325 27253 4380 54840 46081 8759 3325 27253 4380 34958 -26199 1 CIVIC WORKS INC 2701 ST LOUIS DRIVE BALTIMORE MD 21213 521925614 501(C)(3) 7500 0 THE PATTERSON MARQUEE 1 PART I, LINE 2: THE SOCIETY FOLLOWS THE GUIDELINES ESTABLISHED BY THE HERITAGE FUND. WHICH INCLUDE BUT ARE NOT LIMITED TO - ONLY DISBURSING THE FUNDS TO THE RECIPIENT NONPROFIT OR LOCAL JURISDICTION ON A REIMBURSEABLE BASIS, REQUIRING, IF RELEVANT, THAT ALL WORK COMPLY WITH THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES, CASH OR IN-KIND MATCH OF AT LEAST 10% AND THAT THE PROJECT BE COMPLETED WITHIN ONE YEAR. X X X X X X 0 0 0 0 0 0 0 0 0 NICHOLAS REDDING PRESIDENT & CEO 173640 0 0 0 0 0 10806 0 6145 0 190591 0 0 0 SAMUEL HIMMELRICH BOARD MEMBER 51187 HE IS THE OWNER OF HIMMELRICH ASSOCIATES THE LANDLORD OF THE BUILDING WHERE PRESERVATION MARYLAND IS A TENANT. THE TRANSACTIONS OCCUR AT ARMS LENGTH AND DURING THE NORMAL COURSE OF BUSINESS. ALSO TO AVOID THE APPEARANCE OR ACTUALITY OF ANY PRIVATE BENEFIT WHATSOEVER, THE ORGANIZATION ADHERES TO A WRITTEN CONFLICT OF INTEREST POLICY AND UTILIZES A COMMITTEE OF NON-CONFLICTED MEMBERS TO REVIEW ANY BUSINESS TRANSACTIONS WITH INTERESTED PERSONS TO MAKE CERTAIN THE RELATIONSHIP IS IN THE BEST INTEREST OF THE ORGANIZATION AND MEETS OR EXCEEDS ALL LEGAL REQUIREMENTS 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ENJOY BENEFITS THAT INCLUDE THE NEWSLETTER, DISCOUNTS ON REGISTRATION FOR THE PRESERVATION AND REVITALIZATION CONFERENCE, AND INVITATIONS TO WORKSHOPS AND SPECIAL EVENTS, INCLUDING THE ANNUAL MEETING IN OCTOBER. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTED DIRECTORS SHALL BE ELECTED BY VOTE OF A MAJORITY OF ALL DIRECTORS THEN SERVING ON THE BOARD AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ELLIN & TUCKER, OUR INDEPENDENT ACCOUNTING FIRM, PRESENTS DRAFT AND FINAL AUDITED FINANICAL STATEMENTS TO EXECUTIVE COMMITTEE ANNUALLY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT FOR THE FULL-BOARD. THE FINAL 990 IS SUBSEQUENTLY PREPARED BY ELLIN & TUCKER WITH ASSISTANCE FROM DIR. OF OPERATIONS. FINAL 990 IS SIGNED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY RECEIVE AND SIGN THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS HAVE A DUTY TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD ON BEHALF OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND CEO AND UTILIZES COMPARABLE INFORMATION FROM INDUSTRY COMPENSATION SURVEYS TO EVALUATE COMPENSATION LEVELS AND REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 921,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 921,547. PAYROLL FEES: PROGRAM SERVICE EXPENSES 3,974. MANAGEMENT AND GENERAL EXPENSES 1,906. FUNDRAISING EXPENSES 460. TOTAL EXPENSES 6,340. HARGETT FARMS LLC 3600 CLIPPER MILL RD STE 248 BALTIMORE MD 21211 365093222 PURCHASE OF TRAILERS FOR OFFICE SPACE MD 77493 245998 SOCIETY FOR THE PRESERVATION OF MARYLAND INC