Public Charity

EDITH WHARTON RESTORATION INC

EDITH WHARTON RESTORATION INC, of LENOX, MA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2026 filing shows $5.5M in revenue, $4.6M in expenses, $22.5M in total assets. 42 publicly reported grants to this organization, totaling roughly $1.7M, appear in IRS filings.

EIN: 042666846 LENOX, MA Latest filing: 2026
Total Revenue$5.5M
Total Expenses$4.6M
Total Assets$22.5M
Grant Records42
Funding Total$1.7M
Filing Years2022–2026

Mission

Edith Wharton Restoration was incorporated in Massachusetts in 1978 to acquire The Mount, the National Historic Landmark estate designed by Edith Wharton, to protect it from commercial development. Today, The Mount is both a historic site and a center for culture inspired by the passions and achievements of its creator. It welcomes approximately 90,000 visitors from across the U.S. and abroad annually, who come to tour the estate, or attend one of the many readings, lectures, performances, or other programs that the Organization offers.

Where $100 goes at Edith Wharton Restoration Inc

How Edith Wharton Restoration Inc divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$83 Programs the work itself
$6 Management running the organization
$11 Fundraising raising the next dollar

Inside the $83 for programs

$83
Program costs include all salaries and related costs of those involved with providing tours and producing cultural programming
All program spending
Share on LinkedIn Share on Facebook
Add this to your website

Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
For grant recipient's exempt purposes
$130,550
2024
ARTS, CULTURE & HUMANITIES
$49,939
2024
ARTS, CULTURE, AND HUMANITIES
$43,250
2024
Operating Support/Annual Fund
$27,500
2024
FOR RECIPIENT'S EXEMPT PURPOSE
$10,000

Showing up to 5 of 42 total records — full history available with membership.

Officers & Directors

Trustee Andre Bernard
Secretary Anthony Segala
CHAIR Barbara Cooperman
Trustee Bobbie Hallig
Trustee Daniel Kasper
Trustee Ernie Von Simson

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,307,922 25 grants
Arts & Culture
$356,546 16 grants
Human & Social Services
$53,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2026 $5.5M $4.6M $22.5M
2025 $4.2M $4.3M $20.5M
2024 $3.6M $3.6M $20.1M
2023 $3.1M $3.1M $18.9M
2022 $3.9M $3.0M $19.0M

Between 2022 and 2026, reported annual revenue grew from $3.9M to $5.5M (+40%), with total assets most recently reported at $22.5M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for EDITH WHARTON RESTORATION INC

Complete financials, all 42 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time