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 2025 filing shows $4.2M in revenue, $4.3M in expenses, $20.5M in total assets. 40 publicly reported grants to this organization, totaling roughly $1.7M, appear in IRS filings.

EIN: 042666846 LENOX, MA Latest filing: 2025
Total Revenue$4.2M
Total Expenses$4.3M
Total Assets$20.5M
Grant Records40
Funding Total$1.7M
Filing Years2021–2025

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 nearly 80,000 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.

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
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
$10,000
2024
SUPPORT OF MISSION
$8,800

Showing up to 5 of 40 total records — full history available with membership.

Officers & Directors

Trustee Andre Bernard
Trustee Anthony Segala
CHAIR Barbara Cooperman
Trustee Bobbie Hallig
Trustee Cris Raymond
Trustee Daniel Kasper

Officer compensation and complete director data available with membership.

Top Grant Purposes

For grant recipient's exempt purposes
$997,142 8 grants
ARTS, CULTURE & HUMANITIES
$160,409 8 grants
ARTS, CULTURE, AND HUMANITIES
$131,337 2 grants
General Support building
$100,000 1 grant
HUMAN SERVICES
$53,500 1 grant

Financial Trends

Year Revenue Expenses Assets
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
2021 $3.3M $2.5M $18.2M

Between 2021 and 2025, reported annual revenue grew from $3.3M to $4.2M (+28%), with total assets most recently reported at $20.5M.

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

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