Skip to content
Governance Register
US nonprofit · EIN 050252708 · Newport, RIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 050252708) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 March 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Preservation Society of Newport County's network

28 people18 organisationsi28 people and 18 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (28). Violet dotted lines (18) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

28 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 26 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Mr William F Lucey III Chair (also filed as Mr William F Lucey)Chairman2018
8 yrs
Mr David BazarskyTreasurer2023
3 yrs
Mr Donald SteinerTrustee2025
1 yr
Mr Earl PowellTrustee2021
5 yrs
Mr Eric HertfelderTrustee2025
1 yr
Mr Hank BellTrustee2023
3 yrs
Mr Jack MurphyTrustee2025
1 yr
Mr Keith StokesAsst. Secretary2022
4 yrs
Mr Lark MasonTrustee2024
2 yrs
Mr Patrick KerinsVice Chairman2023
3 yrs
Mr Patrick Wood PrinceTrustee2023
3 yrs
Mr Peter W Harris (also filed as Mr Peter Harris)Vice Chairman2018
8 yrs
Mr Snehal ShahTrustee2024
2 yrs
Mr Stephen HuttlerTrustee2022
4 yrs
Mr Steven GewirzTrustee2018
8 yrs
Mr Ted SandersonTrustee2021
5 yrs
Mr William Corcoran JRAsst. Treasurer2021
5 yrs
Ms ALA IshamTrustee2024
2 yrs
Ms Beverly LedbetterTrustee2025
1 yr
Ms Beverly LittleOutgoing Trustee2019
7 yrs
Ms Cynthia Stewart ReedTrustee2021
5 yrs
Ms Dale VenturiniTrustee2018
8 yrs
Ms Evelina TaberCompany secretary2023
3 yrs
Ms Janet L Robinson (also filed as Ms Janet Robinson)Outgoing Trustee2018
8 yrs
Ms Kim DardenTrustee2022
4 yrs
Ms MEG BraffTrustee2021
5 yrs
Ms Sherri GraceTrustee2022
4 yrs
Ms Susan C Petrovas (also filed as Ms Susan Petrovas)Trustee2020
6 yrs
Under 5 years5 to 6 years6 years or moreShow all 28 →

Officers and senior leadership

16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Mr Clifford H RustChief Financial and Operating Officer2025
Mr James DonahueLandscapes Curator2021
Mr James M BurressOutgoing Director of Financesince 2018
Mr John G RodmanDir. Mus. Experiencesince 2018
Mr Kevin O'LearyDir of Marketing2025
Mr Michael TaberDirector of Propertiessince 2022
Mr Philip PelletierDir. Special Eventssince 2018
Mr Terry DickinsonChief of Staffsince 2018
Ms Cynthia O'MalleyDir. Retail Salessince 2018
Ms Leslie JonesDir. of Museum Affairs & Chief Curatorsince 2022
Ms Lise Dube-ScherrDir. of Museum Affairs2019
Ms Maureen SheridanDirector of Developmentsince 2018
Ms Patricia MillerChief Conservator2021
Ms Sarah IwanskiDir of Advancementsince 2023
Ms Tara Flynn FratesMajor Gifts Officersince 2020
Ms Trudy CoxeCEO & Exec. Dir.since 2018

Pay and hours

year to 31 March 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Ms Trudy CoxeCEO & Exec. Dir.60$556k$20k
Mr James BurressOutgoing Director of Finance50$260k$8k
Mr Terry DickinsonChief of Staff50$192k$6k
Mr Michael TaberDirector of Properties50$175k$29k
Mr Kevin O'learyDir of Marketing50$175k$5k
Ms Leslie JonesDir of Mus. Aff & Chief Curator50$166k$29k
Mr Philip PelletierDir. of Special Events50$163k$5k
Mr William F Lucey IIIChairman5$0
Mr Peter W HarrisVice Chairman5$0
Mr Patrick KerinsVice Chairman5$0
Mr David BazarskyTreasurer15$0
Ms Evelina TaberSecretary5$0
Mr William Corcoran JrAsst. Treasurer5$0
Mr Keith StokesAsst. Secretary5$0
Ms Meg BraffTrustee5$0
Mr Hank BellTrustee15$0
Ms Kim DardenTrustee5$0
Ms Sherri GraceTrustee5$0
Mr Steven GewirzTrustee5$0
Mr Eric HertfelderTrustee5$0
Mr Stephen HuttlerTrustee5$0
Ms Ala IshamTrustee5$0
Ms Beverly LedbetterTrustee5$0
Ms Beverly LittleOutgoing Trustee5$0
Mr Lark MasonTrustee5$0
Mr Jack MurphyTrustee5$0
Ms Susan C PetrovasTrustee5$0
Mr Earl PowellTrustee5$0
Ms Cynthia Stewart ReedTrustee5$0
Ms Janet L RobinsonOutgoing Trustee5$0
Mr Ted SandersonTrustee5$0
Mr Snehal ShahTrustee5$0
Mr Donald SteinerTrustee5$0
Mr Patrick Wood PrinceTrustee5$0
Ms Dale VenturiniTrustee5$0
Mr Clifford H RustChief Financial and Operating Officer50$0

About

Legal name
Preservation Society of Newport County
EIN
050252708
Address
424 Bellevue Ave, Newport, RI, 02840-6924
State
Rhode Island
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... (as filed on the Form 990)
Activity (NTEE)
A800 Arts, culture and humanities
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Arts, Culture & Humanities
Size band
9 (IRS master file code)
Formed
1945
Principal officer
Trudy Coxe (as named on the Form 990)
IRS ruling date
1 April 1947
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsMr William F Lucey III
≥8years on the filingsMr Peter W Harris
≥8years on the filingsMr Steven Gewirz
≥8years on the filingsMs Dale Venturini

Latest return

year to 31 March 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 March 2025. US dollars, as filed.
Total assets
$105.7m
Total liabilities
$10.7m
Net assets or fund balances
$95m
Contributions and grants received
$19.1m
Program service revenue
$16.8m
Employees
300
Volunteers
658

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$33.7m$32.5m$1.3m

As filed on the IRS Form 990. US dollars.