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Rhode Island · Nonprofit

THE PRESERVATION SOCIETY OF NEWPORT COUNTY

THE PRESERVATION SOCIETY OF NEWPORT COUNTY (Rhode Island) receives grants from 147 organizations whose IRS filings report $17,313,750 to it, the largest being VAN BEUREN CHARITABLE FOUNDATION INC ($5,386,200). 95 of them have funded it in more than one year.

Revenue FY2025
$44M
Funders on record
147
Grants received
$17M
Net assets
$95M
95/147 repeat funderspeak grant-dependency 14%
01What it does

What The Preservation Society of Newport County does

Mission

The Preservation Society of Newport County's mission is to protect, preserve, and present an exceptional collection of house museums and landscapes in one of the most historically intact cities in america. We hold in public trust the newport mansions, which are an integral part of the living fabric of newport, rhode island. These sites exemplify three centuries of the finest achievements in american architecture, decorative arts, and landscape design spanning the colonial era to the gilded age. Through our historic properties, educational programs, and related activities we engage the public in the story of america's vibrant cultural heritage. We seek to inspire and promote an appreciation of the value of preservation to enrich the lives of people everywhere.

As stated on its FY2025 Form 990.

Program

  1. The preservation society of newport country preserves eleven historic mansions, including seven national historic landmarks and eighty acres of parks, gardens and grounds, representing more than 250 years of social and architectural history. During the year, visitors took regularly-scheduled tours of the society's properties to learn about the buildings and the men and women who gave rise to these special places. In addition to general tours, the preservation society offers many learning opportunities, designed to present its houses and collections to a broad and diverse audience in as many interesting and enlightening ways as possible. These programs include international symposia and forums, study days, lectures, workshops, films, tours, and the opportunity for visitors to experience the type of grand entertaining for which they were built. Educational programs are offered year-round.

    $25,986,440 spent$18,761,164 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $25,986,440.

02The organization over time

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.

100 = 20172017 Revenue 100 ($24M) Expenses 100 ($21M) Net assets 100 ($50M)2018 Revenue 96 ($23M) Expenses 103 ($22M) Net assets 112 ($57M)2019 Revenue 109 ($26M) Expenses 108 ($23M) Net assets 116 ($59M)2020 Revenue 108 ($26M) Expenses 116 ($25M) Net assets 108 ($55M)2021 Revenue 75 ($18M) Expenses 70 ($15M) Net assets 141 ($71M)2022 Revenue 118 ($28M) Expenses 83 ($18M) Net assets 156 ($79M)2023 Revenue 133 ($31M) Expenses 125 ($27M) Net assets 157 ($79M)2024 Revenue 143 ($34M) Expenses 151 ($32M) Net assets 169 ($85M)2025 Revenue 186 ($44M) Expenses 147 ($32M) Net assets 188 ($95M)
'17'18'19'20'21'22'23'24'25
Revenue (186)Expenses (147)Net assets (188)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $60M to $78M (+30%).

$56M
$63M
$65M
$60M
$78M
$84M
$83M
$91M
$106M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

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.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 2% · 2018 0% · 2019 0% · 2021 15% · 2022 8% · 2023 2%. Grants only. Government contracts and fees sit inside program revenue.

43% of THE PRESERVATION SOCIETY OF NEWPORT COUNTY’s revenue is contributions — about as donation-reliant as the typical peer (58% for the typical peer).

This organization
Typical peer · 810 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$2.1M
’17
$486k
’18
$2.7M
’19
$650k
’20
$2.7M
’21
$10M
’22
$4.4M
’23
$1.3M
’24
$12M
’25
5.2
months of
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

Ms Trudy Coxe

CEO & exec. Dir.

Board chair

Mr William F Lucey Iii

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed393833343940363535
Joined·+5+4+5+8+6+5+4+6
No longer listed·69435956
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 38 funders to 62 funders, grant income fell $2.0M → $1.7M.

24 of 147 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 32% 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 THE PRESERVATION SOCIETY OF NEWPORT COUNTY’s funders (the co-funder graph). Top 30 of 147 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

THE PRESERVATION SOCIETY OF NEWPORT COUNTY has a broad base — no single funder exceeds 31% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

32% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE PRESERVATION SOCIETY OF NEWPORT COUNTY.

31%
largest funder
49%
top three
~8
effective funders

Largest funder’s share by year: 2017 71% · 2018 40% · 2019 30% · 2020 22% · 2021 17% · 2022 24% · 2023 25% — 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

59% of THE PRESERVATION SOCIETY OF NEWPORT COUNTY's funders are still giving 3 years after their first grant; 65% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

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

THE PRESERVATION SOCIETY OF NEWPORT COUNTY draws 89% of its grant income from funders outside Rhode Island, across 23 states in all.

WA
ID
MN
IL
NY
MA
OH
PA
NJ
CT
RI
CA
VA
MD
DE
AZ
KS
NC
DC
LA
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Rhode Island out of state home

Funder states come from each funder’s own filing. $5.5M arriving through sponsors registered in 16 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.

04Its place in the field

Against its field

THE PRESERVATION SOCIETY OF NEWPORT COUNTY runs a healthier operating margin than half of the 570 arts & culture nonprofits its size.

Operating margin28% · above the median
Months of reserve5.2mo · above the median
Revenue growth (annualized)8% · above the median

this organization peer median middle 50% of peers· 570 arts & culture nonprofits $10M–$100M, FY2025

Organizations like THE PRESERVATION SOCIETY OF NEWPORT COUNTY

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 Rhode Island

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

82% of spending goes to programs.

Program 82%Management 12%Fundraising 6%

Governance

26
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

96%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 1 related entity

  • Psnc Holdings Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for THE PRESERVATION SOCIETY OF NEWPORT COUNTY: 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.

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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 THE PRESERVATION SOCIETY OF NEWPORT COUNTY?
THE PRESERVATION SOCIETY OF NEWPORT COUNTY (Rhode Island) receives grants from 147 organizations whose IRS filings report $17,313,750 to it, the largest being VAN BEUREN CHARITABLE FOUNDATION INC ($5,386,200). 95 of them have funded it in more than one year.
How many funders does THE PRESERVATION SOCIETY OF NEWPORT COUNTY have?
IRS filings report 147 organizations giving $17,313,750 in grants to THE PRESERVATION SOCIETY OF NEWPORT COUNTY, 95 of which have funded it in more than one year.
Who is the largest funder of THE PRESERVATION SOCIETY OF NEWPORT COUNTY?
VAN BEUREN CHARITABLE FOUNDATION INC is the largest funder on record, with $5,386,200 in grants. The full list of funders is on this page.
How can an organization like THE PRESERVATION SOCIETY OF NEWPORT COUNTY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Rhode Island. 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 Preservation Society of Newport County →

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 147 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 22, 2026. What this page cannot tell you · view filing