2026-04-16T12:58:09-05:00 2025-08-31 161131146 BONADIO & CO LLP 2711 CENTERVILLE ROAD SUITE 100 WILMINGTON DE 19808 990 2024-09-01 546052540 HISTORIC ALEXANDRIA FOUNDATION HIST 7035495811 218 NORTH LEE STREET 310 ALEXANDRIA VA 223142631 ROBERT WEINHAGEN PRESIDENT 7035495811 2026-04-15 1 1 PETER S KENNEDY CPA P00571422 3026566632 2026-04-15 2024 2025-03-06 01:10:19Z ROBERT WEINHAGEN 218 NORTH LEE STREET 310 ALEXANDRIA VA 223142631 383070 0 X WWW.HISTORICALEXANDRIAFOUNDATION.ORG X 1954 VA HISTORIC ALEXANDRIA FOUNDATION WORKS TO PROTECT HISTORIC STRUCTURES AND ARTIFACTS ASSOCIATED WITH ALEXANDRIA, VIRGINIA. 13 13 0 30 0 0 137771 212296 41603 43178 68218 127596 -43796 -46459 203796 336611 37267 35743 0 0 39300 48800 0 0 24610 122805 129822 199372 214365 4424 122246 2535748 2781925 0 0 2535748 2781925 X THROUGH ADVOCACY, GRANTS, AWARDS, AND RECOGNITION PROGRAMS WE ENCOURAGE PUBLIC PARTICIPATION AND APPRECIATION OF OUR CULTURAL HERITAGE. SINCE ITS FOUNDING IN 1954, HAF HAS RAISED MILLIONS OF DOLLARS FOR SURVEYS OF HISTORIC ARCHITECTURE, PROTECTION OF ENDANGERED BUILDINGS, RESTORATION OF MUSEUM PROPERTIES, AND CONSERVATION OF IMPORTANT HISTORICAL ARTIFACTS. WE INVITE ALL TO JOIN US IN SAFEGUARDING - AND CELEBRATING - ALEXANDRIA'S RICH CULTURAL AND ARCHITECTURAL HISTORY. 0 0 51200 2450 EDUCATION, OUTREACH AND ADVOCACY - HISTORIC ALEXANDRIA FOUNDATION PROVIDES INFORMATION TO PROPERTY OWNERS REGARDING THE HISTORIC AND CULTURAL HERITAGE OF THEIR HOME. IN CONJUNCTION WITH OTHER LIKE-MINDED ORGANIZATIONS, HAF ACTS AS A CATALYST FOCUSING ATTENTION AND ENSURING THAT RESIDENTS ARE FULLY INFORMED REGARDING ISSUES ON ZONING AND PROPOSED BUILDING PROJECTS THAT HAVE THE POTENTIAL TO IMPACT THE HISTORIC NATURE OF THE CITY. DURING THE COURSE OF THE YEAR, THE ORGANIZATION RECEIVED DONATED LEGAL SERVICES WITH AN ESTIMATED VALUE OF $144,434 FROM SIDLEY AUSTIN, LLP. THESE DONATED LEGAL SERVICES ARE CONSIDERED TO BE "IN-KIND CONTRIBUTIONS AND ARE NOT INCLUDED IN THE AMOUNTS LISTED ABOVE OR ON THE STATEMENT OF FUNCTIONAL EXPENSES AND STATEMENT OF REVENUE. 7604 40728 ALEXANDRIA ACADEMY BUILDING - THE HISTORIC ALEXANDRIA ACADEMY BUILDING WAS OPENED IN 1785 SUPPORTED BY GEORGE WASHINGTON WHO WAS ONE OF ITS ORIGINAL TRUSTEES. THE BUILDING WAS PURCHASED AND RENOVATED BY THE FOUNDATION IN 1995 FOR HISTORIC PRESERVATION PURPOSES. THE FOUNDATION RENTS OUT SPACE IN THE BUILDING TO ANOTHER NONPROFIT ORGANIZATION TO HELP DEFRAY THE COST OF MAINTENANCE. 35743 35743 INDIVIDUALS, NON-PROFIT ORGANIZATIONS, AND PRIVATE NON-PROFIT OR PUBLIC MUSEUMS MAY APPLY FOR GRANT AWARDS FROM HAF. PROJECTS FUNDED INCLUDE THOSE FOR THE RESTORATION, REPAIR, MAINTENANCE OR IMPROVEMENT OF HISTORIC PROPERTIES IN THE CITY OF ALEXANDRIA; CONSERVATION OF HISTORIC ARTIFACTS IN THE CITY OF ALEXANDRIA; RESEARCH OF HISTORICAL STRUCTURES; AND RESEARCH ON ALEXANDRIA'S BROADER ARCHITECTURAL OR CULTURAL HISTORY. 94547 1 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X X X THE ORGANIZATION 7035495811 218 NORTH LEE STREET 310 ALEXANDRIA VA 223142631 ROBERT WEINHAGEN PRESIDENT 25.00 X X 0 0 0 PATRICK BURCHETTE VICE PRESIDENT 2.00 X X 0 0 0 MARY HEIDEN TREASURER 2.00 X X 0 0 0 RUTH B APELT TRUSTEE 2.00 X 0 0 0 LESLIE SMITH ARIAIL TRUSTEE 2.00 X 0 0 0 SHERRY HULFISH BROWNE TRUSTEE 2.00 X 0 0 0 CHRISTINA BUTORA TRUSTEE 2.00 X 0 0 0 SANDRA ANN CARSON MD TRUSTEE 2.00 X 0 0 0 LATANE MONTAGUE TRUSTEE 2.00 X 0 0 0 JOHN S MORAN TRUSTEE 2.00 X 0 0 0 LELAND S NESS TRUSTEE 2.00 X 0 0 0 JOHN THORPE RICHARDS TRUSTEE 2.00 X 0 0 0 GAIL ROTHROCK TRUSTEE 2.00 X 0 0 0 MARY SPARKS STERLING EXECUTIVE DIRECTOR 30.00 X 48800 0 0 48800 0 0 0 0 0 0 0 38745 55125 118426 212296 ACADEMY BUILDING RENTA 531190 40728 40728 PLAQUE APPLICATIONS 900099 2450 2450 43178 127596 127596 0 55125 46459 -46459 -46459 336611 43178 0 81137 35743 35743 48800 24400 24400 14200 14200 9406 9406 12847 12847 1802 1802 16229 725 15504 9773 9773 12685 12685 6442 6442 PHOTOGRAPHY 37000 37000 REPAIRS AND MAINTENANCE 6879 6879 TAXES AND LICENSES 2304 2094 210 MISCELLANEOUS 160 160 95 95 214365 94547 95208 24610 11181 23680 900000 0 900000 900000 1579967 1813645 44600 44600 2535748 2781925 0 0 X 1435748 1681925 1100000 1100000 2535748 2781925 2535748 2781925 122246 123931 0 X X 1 X 0 1 0 X 36127 53320 118289 137771 212296 557803 36127 53320 118289 137771 212296 557803 100487 457316 55832 136818 59035 35258 127596 414539 50 825 2450 3325 975667 29300 0.46870 0.51450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 0 0 0 0 0 0 0 0 0 0 PART I-A, LINE 1: THE FOUNDATION WILL LOBBY ALEXANDRIA CITY COUNCIL AND OTHER POLITICAL BODIES WHEN ACTIONS WHICH ARE IMPORTANT TO THE FOUNDATION'S MISSION ARE SCHEDULED TO BE HEARD. THESE LOBBYING EFFORTS ARE PERFORMED WITH 100% VOLUNTEER LABOR (INCLUDING ATTORNEYS' PRO-BONO SERVICES). X 9 0.00 9 0 0 1 0 100.00 0 0 44600 X FURNITURE SALES 0 377000 377000 523000 523000 900000 PART II, LINE 9: THE FOUNDATION EXPENSES THE COST OF ACQUIRING AN EASEMENT AS IT IS INCURRED AND DOES NOT CAPITALIZE SUCH COSTS IN ITS FINANCIAL RECORDS SINCE IT DOES NOT CONSIDER EASEMENTS TO BE FINANCIAL ASSETS. PART III, LINE 4: THE FOUNDATION HOLDS ANTIQUE FURNITURE WHICH IT MAY SELL TO PRESERVATION-MINDED INDIVIDUALS OR ORGANIZATIONS IN ORDER TO RAISE FUNDS TO FURTHER ITS MISSION. GARDEN PARTY 11800 11800 11246 4769 TOASTING OUR TOWN 43325 43325 3378 17466 9600 0 55125 55125 3378 28712 14369 46459 -46459 0 SCHOLARSHIP FUND OF ALEXANDRIA 220 N WASHINGTON STREET ALEXANDRIA VA 22314 200031464 501C3 5000 0 OPERATING SUPPORT. TALL SHIP PROVIDENCE 201 N UNION STREET ALEXANDRIA VA 22314 822485535 501C3 10000 0 OPERATING SUPPORT. CITY OF ALEXANDRIA 220 N WASHINGTON STREET ALEXANDRIA VA 22314 LOCAL GOVERNMENT 7500 0 HISTORIC PRESERVATION EFFORTS. LEE-FENDALL HOUSE 614 ORONOCO STREET ALEXANDRIA VA 22314 546076244 501C3 5000 0 OPERATING SUPPORT 4 0 SCHEDULE I, PART I, LINE 2 THE FOUNDATION MAKES GRANTS TO KNOWN ORGANIZATIONS WHICH ARE EITHER OTHER 501C3 ORGANIZATIONS OR LOCAL GOVERNMENTAL BODIES. THE FOUNDATION REQUIRES REPORTS ON HOW THE FUNDS ARE SPENT IN FURTHERENCE GRANT AGREEMENTS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE REPORTS ARE MADE TO THE FULL BOARD AND THOSE REPORTS ARE INCLUDED IN THE FULL BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS ARE GIVEN AN OPPORTUNITY TO REVIEW FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE CONFLICT OF INTEREST POLICY, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EXPECTED TO REPORT POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD REQUIRING ANNUAL REVIEW, DISCLOSURE AND CERTIFICATION BY BOARD MEMBERS, OFFICERS AND EMPLOYEES. THE CURRENT POLICY IS PUBLISHED ON THE FOUNDATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES, ALL OF WHOM ARE INDEPENDENT WITH RESPECT TO THE EXECUTIVE DIRECTOR, REVIEW THE POSITION AND ARRIVE AT A SUITABLE AMOUNT FOR COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THERE IS CURRENTLY NO REQUIREMENT TO MAKE THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND THE FOUNDATION HAS NOT RECEIVED A REQUEST FOR THEM. A CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, GIFT ACCEPTANCE POLICY AND DOCUMENT RETENTION POLICY ARE PUBLISHED ON THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE AUDIT AND BYLAWS COMMITTEE TAKES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT COMPILATION AND THE SELECTION OF INDEPENDENT ACCOUNTANTS.