Maryland · Nonprofit
HISTORIC ANNAPOLIS INC
HISTORIC ANNAPOLIS INC (Maryland) receives grants from 42 organizations whose IRS filings report $3,463,051 to it, the largest being THE HELENA FOUNDATION INC ($1,370,836). 22 of them have funded it in more than one year.
- Revenue FY2025
- $7.7M
- Funders on record
- 42
- Grants received
- $3.5M
- Net assets
- $26M
What Historic Annapolis Inc does
Mission
We are the leading nonprofit preservation and history organization in annapolis, md. Our mission is to preserve and protect the historic places, objects, and stories of maryland's capital city, and provide engaging experiences that connect people to the area's heritage.
As stated on its FY2025 Form 990.
Program
Formed as a grassroots organization focused on protecting historic properties from demolition, ha played a crucial role in saving more than 200 historic properties in annapolis, was instrumental in securing the colonial annapolis historic district's designation as a national historic landmark district, and continues to advocate for preservation-minded development within our state's capital today. Ha cares for 13 historic properties, a dozen of which are owned by the state of maryland. We connect with more than 200,000 national and international visitors annually by providing public access to these cultural treasures through heritage tourism and educational experiences including tours of historic houses, school programs and field trips, museum exhibitions, and immersive living history experiences.
$2,204,846 spent$694,874 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $2,204,846.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $22M to $27M (+22%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 27% · 2018 62% · 2019 60% · 2020 76% · 2021 67% · 2022 59% · 2023 69% · 2024 52% · 2025 70%. Grants only. Government contracts and fees sit inside program revenue.
89% of HISTORIC ANNAPOLIS INC’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Karen Theimer Brown
President & CEO
Board chair
James O'Hare
Chairman
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 5 funders to 14 funders, grant income rose $142k → $244k.
13 of 42 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 11% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of HISTORIC ANNAPOLIS INC’s funders (the co-funder graph). Top 30 of 42 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
HISTORIC ANNAPOLIS INC leans on a few funders — its largest provides 40% of grant income and the top three 70%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
Largest funder’s share by year: 2017 86% · 2018 89% · 2019 79% · 2020 72% · 2021 71% · 2022 76% · 2023 57% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
52% of HISTORIC ANNAPOLIS INC's funders are still giving 3 years after their first grant; 52% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
71% of HISTORIC ANNAPOLIS INC's grant income comes from Maryland funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $385k arriving through sponsors registered in 11 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
HISTORIC ANNAPOLIS INC runs a healthier operating margin than three-quarters of the 3,230 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025
Government funding HISTORIC ANNAPOLIS INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $9.5M on record — $1.8M federal, $7.7M state.
- Department of the Interior$1.8M
- Grant$7.7M
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like HISTORIC ANNAPOLIS INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Maryland
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
78% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- Port of Annapolis · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for HISTORIC ANNAPOLIS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds HISTORIC ANNAPOLIS INC?
- HISTORIC ANNAPOLIS INC (Maryland) receives grants from 42 organizations whose IRS filings report $3,463,051 to it, the largest being THE HELENA FOUNDATION INC ($1,370,836). 22 of them have funded it in more than one year.
- How many funders does HISTORIC ANNAPOLIS INC have?
- IRS filings report 42 organizations giving $3,463,051 in grants to HISTORIC ANNAPOLIS INC, 22 of which have funded it in more than one year.
- Who is the largest funder of HISTORIC ANNAPOLIS INC?
- THE HELENA FOUNDATION INC is the largest funder on record, with $1,370,836 in grants. The full list of funders is on this page.
- How can an organization like HISTORIC ANNAPOLIS INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Maryland. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Historic Annapolis →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 42 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing