MASSACHUSETTS HISTORICAL SOCIETY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS HISTORICAL SOCIETY (EIN 04-2108374)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202621339349303652
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:26:09-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042108374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 6175361608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG MEYER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6175361608 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 6179848100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA KRASSNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,509,538 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASSHIST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1791 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MASS. HISTORICAL SOCIETY SEEKS TO MAKE AMERICAN HISTORY RELEVANT AND ACCESSIBLE TO ANYONE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $1,513,894 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,335,810 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,720,009 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,553,507 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,834 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,447,410 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,299,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$59,813 | PYOtherRevenueAmt |
| CY Other Revenue | -$74,579 | CYOtherRevenueAmt |
| PY Total Revenue | $7,150,440 | PYTotalRevenueAmt |
| CY Total Revenue | $10,818,587 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $148,063 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $208,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,489,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,389,804 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $915,855 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,911,236 | PYOtherExpensesAmt |
| CY Other Expenses | $6,194,310 | CYOtherExpensesAmt |
| PY Total Expenses | $10,548,645 | PYTotalExpensesAmt |
| CY Total Expenses | $12,793,052 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,398,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,974,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,496,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,944,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,351,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,401,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,144,820 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $163,543,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE UNDERSTANDING OF THE HISTORY OF MASSACHUSETTS AND THE NATION BY COLLECTING AND COMMUNICATING MATERIALS AND RESOURCES THAT FOSTER HISTORICAL KNOWLEDGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,644,864 | ExpenseAmt |
| Grant | $208,938 | GrantAmt |
| Revenue | $40,405 | RevenueAmt |
| Desc | AS THE NATION'S FIRST HISTORICAL SOCIETY, THE MASSACHUSETTS HISTORICAL SOCIETY (MHS) STRIVES TO ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT, DEMONSTRATING THAT HISTORY IS NOT JUST A SERIES OF EVENTS THAT HAPPENED TO INDIVIDUALS LONG AGO BUT IS INTEGRAL TO THE FABRIC OF OUR DAILY LIVES. ITS COLLECTIONS ARE ACCESSIBLE TO ANYONE WITH AN INTEREST IN AMERICAN HISTORY. BEYOND RESEARCH, THE MHS OFFERS MANY WAYS FOR THE PUBLIC TO ENJOY ITS COLLECTIONS INCLUDING ENGAGING PROGRAMS, THOUGHT-PROVOKING EXHIBITIONS, PUBLICATIONS, SEMINARS, AND TEACHER WORKSHOPS.PLEASE SEE SCH. O FOR ADDITIONAL PROGRAM HIGHLIGHTS & DESCRIPTIONS. | Desc |
| Total Program Service Expenses | $6,644,864 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG MEYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175361608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| CATHERINE ALLGOR | |||||||||
| PRESIDENT UNTIL 06/2024 | 35.00 | Yes (X) | $328,912 | $0 | $30,102 | ||||
| BRENDA M LAWSON | |||||||||
| INTERIM PRESIDENT | 35.00 | $206,326 | $0 | $31,265 | Yes (X) | ||||
| VICTORIA MCKAY | |||||||||
| DIRECTOR OF DEVELOPMENT | 35.00 | $150,708 | $0 | $45,621 | Yes (X) | ||||
| CAROL W KNAUFF | |||||||||
| VP FOR PROGRAMS & EXTERNAL AFFAIRS | 35.00 | $154,339 | $0 | $38,172 | Yes (X) | ||||
| PETER DRUMMEY | |||||||||
| CHIEF HISTORIAN & LIBRARIAN | 35.00 | $149,388 | $0 | $13,548 | Yes (X) | ||||
| KANISORN WONGSRICHANALAI | |||||||||
| DIRECTOR OF RESEARCH | 35.00 | $131,958 | $0 | $20,256 | Yes (X) | ||||
| SARA MARTIN | |||||||||
| EDITOR IN CHIEF | 35.00 | $131,943 | $0 | $13,876 | Yes (X) | ||||
| LEVIN H CAMPBELL JR | |||||||||
| CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| BENJAMIN C ADAMS | |||||||||
| VICE CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| SUSAN W HUNNEWELL | |||||||||
| VICE CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| EDWARD B BALDINI | |||||||||
| TREASURER | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| OLIVER F AMES JR | |||||||||
| SECRETARY | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| HILLARY HEDGES RAYPORT | |||||||||
| CHAIR, ADVISORY COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| G MARSHALL MORIARTY | |||||||||
| VICE CHAIR, ADVISORY COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| ALEXANDER D WHITTEMORE | |||||||||
| VICE CHAIR, ADVISORY COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| KATHERINE BABSON JR | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| MELINDA BARBER | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELIZABETH A CHANG | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| PATRICIA CHUBB | |||||||||
| TRUSTEE AS OF 01/30/25 | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL A EWALD | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANNETTE GORDON-REED | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| GREGORY G GROOVER SR | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT KWAK | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| GRACE LEE | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANTHONY H LENESS | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD N PIERSON III | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT G RIPLEY JR | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| PAUL W SANDMAN | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES W SEGEL | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW E SERWER | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| R NEWCOMB STILLWELL | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHRISTOPHER J TOOMEY | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT WALDRON | |||||||||
| TRUSTEE AS OF 01/30/25 | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| JUDITH BRYANT WITTENBERG | |||||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| RENE JONES | |||||||||
| TRUSTEE UNTIL 08/2024 | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,253,574 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $192,840 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMTEC SOLUTIONS LLC | |||||
| 100 ELMGROVE PART | ROCHESTER | NY | 14624 | IT SERVICES | $166,939 |
| WINTER STREET CFO LLC | |||||
| 125 ROCKY BROOK ROAD | NORTH ANDOVER | MA | 01845 | CFO CONSULTANT | $140,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $382,619 | FundraisingAmt |
| Government Grants | $130,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,040,888 | AllOtherContributionsAmt |
| Total Contributions | $4,553,507 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SEMINARS, CONFERENCES, WORKSHOPS | 611600 | $17,884 | $17,884 |
| READING ROOM REVENUE | 900099 | $15,656 | $15,656 |
| SALE OF PUBLICATIONS | 513190 | $6,865 | $6,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $604,201 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $206,550 | UnrelatedBusinessRevenueAmt |
| Exclusion | $397,651 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,901 | TotalRevenueColumnAmt |
| Exclusion | $26,901 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,668 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,074 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,406 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,406 | TotalRevenueColumnAmt |
| Exclusion | -$1,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,219,740 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,524,687 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,695,053 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,695,053 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,307,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,387,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $382,619 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $158,190 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$111,190 | TotalRevenueColumnAmt |
| Exclusion | -$111,190 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,116 | TotalRevenueColumnAmt |
| Exclusion | $11,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,116 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,818,587 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,405 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,513,894 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,710,781 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,938 | TotalAmt |
| Program Services | $208,938 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,407 | TotalAmt |
| Program Services | $274,501 | ProgramServicesAmt |
| Management And General | $278,906 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,717,199 | TotalAmt |
| Program Services | $3,703,410 | ProgramServicesAmt |
| Management And General | $547,602 | ManagementAndGeneralAmt |
| Fundraising | $466,187 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,571 | TotalAmt |
| Program Services | $113,323 | ProgramServicesAmt |
| Management And General | $24,709 | ManagementAndGeneralAmt |
| Fundraising | $14,539 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,403 | TotalAmt |
| Program Services | $454,905 | ProgramServicesAmt |
| Management And General | $78,778 | ManagementAndGeneralAmt |
| Fundraising | $55,720 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,224 | TotalAmt |
| Program Services | $285,221 | ProgramServicesAmt |
| Management And General | $58,347 | ManagementAndGeneralAmt |
| Fundraising | $33,656 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674 | TotalAmt |
| Management And General | $1,674 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,346 | TotalAmt |
| Management And General | $56,346 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019,330 | TotalAmt |
| Management And General | $3,019,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,995 | TotalAmt |
| Program Services | $25,030 | ProgramServicesAmt |
| Management And General | $364,030 | ManagementAndGeneralAmt |
| Fundraising | $36,935 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,551 | TotalAmt |
| Program Services | $5,551 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,023 | TotalAmt |
| Program Services | $34,180 | ProgramServicesAmt |
| Management And General | $13,237 | ManagementAndGeneralAmt |
| Fundraising | $14,606 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,004 | TotalAmt |
| Program Services | $205,454 | ProgramServicesAmt |
| Management And General | $45,931 | ManagementAndGeneralAmt |
| Fundraising | $57,619 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,366 | TotalAmt |
| Program Services | $450,941 | ProgramServicesAmt |
| Management And General | $86,425 | ManagementAndGeneralAmt |
| Fundraising | $59,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,432 | TotalAmt |
| Program Services | $15,449 | ProgramServicesAmt |
| Management And General | $3,160 | ManagementAndGeneralAmt |
| Fundraising | $1,823 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,668 | TotalAmt |
| Program Services | $38,668 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,432 | TotalAmt |
| Management And General | $26,432 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,553 | TotalAmt |
| Program Services | $318,838 | ProgramServicesAmt |
| Management And General | $75,798 | ManagementAndGeneralAmt |
| Fundraising | $74,917 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,975 | TotalAmt |
| Program Services | $1,275 | ProgramServicesAmt |
| Management And General | $11,700 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED INCOME TAX | $500,000 | $500,000 | ||
| PROGRAM EXPENSES | $308,825 | $308,825 | ||
| CULTIVATION EXPENSES | $107,760 | $28,806 | $11,492 | $67,462 |
| PRINTING | $79,428 | $480 | $51,394 | $27,554 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,948 | TotalAmt |
| Program Services | $137,469 | ProgramServicesAmt |
| Management And General | $10,642 | ManagementAndGeneralAmt |
| Fundraising | $5,837 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,793,052 | TotalAmt |
| Program Services | $6,644,864 | ProgramServicesAmt |
| Management And General | $5,232,333 | ManagementAndGeneralAmt |
| Fundraising | $915,855 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,654 | BOYAmt |
| EOY | $666,138 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,376,526 | BOYAmt |
| EOY | $4,049,101 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,682 | BOYAmt |
| EOY | $42,276 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,537 | BOYAmt |
| EOY | $37,321 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,402 | BOYAmt |
| EOY | $251,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,264,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,416,516 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,031,462 | BOYAmt |
| EOY | $8,848,367 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,334,839 | BOYAmt |
| EOY | $27,697,068 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,034,389 | BOYAmt |
| EOY | $124,189,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,597 | BOYAmt |
| EOY | $163,606 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,496,088 | BOYAmt |
| EOY | $165,944,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,454 | BOYAmt |
| EOY | $1,385,170 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,699 | BOYAmt |
| EOY | $328,399 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,361 | BOYAmt |
| EOY | $580,654 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,754 | BOYAmt |
| EOY | $107,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,351,268 | BOYAmt |
| EOY | $2,401,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,080,392 | BOYAmt |
| EOY | $60,529,279 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,064,428 | BOYAmt |
| EOY | $103,014,044 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,144,820 | BOYAmt |
| EOY | $163,543,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,496,088 | BOYAmt |
| EOY | $165,944,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,974,465 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,372,968 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,770,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,135,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,392,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,720,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,553,507 | CurrentTaxYearAmt |
| Total | $16,571,806 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,770,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,135,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,392,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,720,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,553,507 | CurrentTaxYearAmt |
| Total | $16,571,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,760,487 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,811,319 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,770 | CurrentTaxYearAmt |
| Total | $1,066,645 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,116 | CurrentTaxYearAmt |
| Total | $128,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,767,019 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $604,290 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 24,104. 2021 AMOUNT: $ 14,085. 2022 AMOUNT: $ 42,023. 2023 AMOUNT: $ 37,240. 2024 AMOUNT: $ 11,116. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,369,228 | BeginningYearBalanceAmt |
| Contributions | $2,256,727 | ContributionsAmt |
| Investment Earnings Or Losses | $20,560,578 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,245,036 | OtherExpendituresAmt |
| Administrative Expenses | $54,938 | AdministrativeExpensesAmt |
| End Year Balance | $151,886,559 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,469,734 | BeginningYearBalanceAmt |
| Contributions | $970,041 | ContributionsAmt |
| Investment Earnings Or Losses | $14,652,851 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,657,382 | OtherExpendituresAmt |
| Administrative Expenses | $66,016 | AdministrativeExpensesAmt |
| End Year Balance | $136,369,228 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,669,448 | BeginningYearBalanceAmt |
| Contributions | $253,467 | ContributionsAmt |
| Investment Earnings Or Losses | $5,587,956 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,927,216 | OtherExpendituresAmt |
| Administrative Expenses | $113,921 | AdministrativeExpensesAmt |
| End Year Balance | $127,469,734 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,542,351 | BeginningYearBalanceAmt |
| Contributions | $60,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,799,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,946,173 | OtherExpendituresAmt |
| Administrative Expenses | $186,745 | AdministrativeExpensesAmt |
| End Year Balance | $127,669,448 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,532,291 | BeginningYearBalanceAmt |
| Contributions | $259,450 | ContributionsAmt |
| Investment Earnings Or Losses | $51,608,214 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,812,183 | OtherExpendituresAmt |
| Administrative Expenses | $45,421 | AdministrativeExpensesAmt |
| End Year Balance | $137,542,351 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32756 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13062 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54182 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,000 | OtherCostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $470,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $470,422 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,688,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,392,139 | DepreciationAmt |
| Book Value | $8,296,618 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $851,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $553,955 | DepreciationAmt |
| Book Value | $297,865 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,884 | OtherCostOrOtherBasisAmt |
| Book Value | $53,884 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,848,367 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $1,320,704 | F |
| LIMITED PARTNERSHIPS | $122,868,787 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $124,189,491 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $107,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,783,551 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,372,968 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$554,938 | OtherRevenueAmt |
| Revenue Not Reported | $16,818,030 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,965,521 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,019,330 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$166,264 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,853,066 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,818,587 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,385,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $166,264 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $166,264 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,218,784 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,019,330 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $554,938 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,574,268 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,793,052 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASE OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR AS ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED IN THE STATEMENT OF ACTIVITIES BASED ON ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. |
| PART III, LINE 4: | THE SOCIETY'S COLLECTIONS ARE MADE UP OF MANUSCRIPTS, RARE BOOKS, PAMPHLETS, REFERENCE WORKS, ART OBJECTS, AND OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, HISTORIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUALLY. |
| PART V, LINE 4: | THE SOCIETY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR'S GIFT INSTRUCTIONS AT THE TIME THE ACCUMULATION IS MADE TO THE FUND. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A PERCENTAGE OF INVESTED ASSETS COMPUTED ON A TRAILING 12-QUARTER QUARTERLY AVERAGE OF ITS ENDOWMENT ASSET MARKET VALUES. IN ESTABLISHING THIS POLICY, THE SOCIETY CONSIDERED THE LONG-TERM EXPECTED RETURNS ON ITS ENDOWMENT ASSETS. ACCORDINGLY, OVER THE LONG-TERM, THE SOCIETY EXPECTS THE SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE IN EXCESS OF INFLATION. THIS IS CONSISTENT WITH THE SOCIETY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE CUMULATIVE NET UNSPENT APPRECIATION ON INVESTMENTS WITH DONOR RESTRICTIONS IS ACCOUNTED FOR AS NET ASSETS WITH DONOR RESTRICTIONS AND TOGETHER WITH UNSPENT APPRECIATION ON UNRESTRICTED ENDOWMENT FUNDS IS NOT AVAILABLE FOR DISTRIBUTION, EXCEPT BY THE EXPRESS APPROPRIATION ACTION OF THE BOARD OF TRUSTEES. |
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME AT BOTH THE STATE AND FEDERAL LEVELS. IN ADDITION, THE SOCIETY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAD BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SOCIETY EVALUATES ALL SIGNIFICANT TAX POSITIONS. AS OF JUNE 30, 2025, THE SOCIETY HAS RECORDED A TAX LIABILITY FOR ESTIMATED TAXES DUE WHICH ARE RECORDED AS ACCRUED INCOME TAXES ON THE STATEMENT OF FINANCIAL POSITION. THE SOCIETY'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS; HOWEVER, THERE ARE NO EXAMINATIONS IN PROCESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PURCHASE OF COLLECTIONS -54,938. UNRELATED BUSINESS INCOME TAX -500,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF RENTAL EXPENSES -8,074. RECLASS OF FUNDRAISING EXPENSES -158,190. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF RENTAL EXPENSE 8,074. RECLASS OF FUNDRAISING EXPENSES 158,190. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PURCHASE OF COLLECTIONS 54,938. UNRELATED BUSINESS INCOME TAX 500,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,046,466 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,046,466 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,046,466 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAKING HISTORY GALA | Event1Nm |
| Gross Receipts Event1 | $429,619 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $382,619 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $26,350 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $82,075 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $36,606 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,159 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $429,619 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $382,619 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,350 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $82,075 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $36,606 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,159 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $158,190 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$111,190 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 68 | RecipientCnt |
| Cash Grant | $208,938 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES FELLOWSHIPS FOR RESEARCHERS TO USE ITS LIBRARY. IN ADDITION, PRIOR TO DISBURSING THE FINAL FELLOWSHIP PAYMENT, THE SOCIETY RECEIVES A REPORT FROM THE FELLOWS DETAILING THE COLLECTIONS MATERIALS USED AND HOW ACCESS TO THE SOCIETY'S COLLECTIONS AIDED THEIR RESEARCH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE ALLGOR | ||||||||||||||
| PRESIDENT UNTIL 06/2024 | $155,737 | $0 | $0 | $0 | $173,175 | $0 | $6,522 | $0 | $23,580 | $0 | $359,014 | $0 | $0 | $0 |
| BRENDA M LAWSON | ||||||||||||||
| INTERIM PRESIDENT | $206,326 | $0 | $0 | $0 | $0 | $0 | $8,498 | $0 | $22,767 | $0 | $237,591 | $0 | $0 | $0 |
| VICTORIA MCKAY | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $150,708 | $0 | $0 | $0 | $0 | $0 | $6,660 | $0 | $38,961 | $0 | $196,329 | $0 | $0 | $0 |
| CAROL W KNAUFF | ||||||||||||||
| VP FOR PROGRAMS & EXTERNAL AFFAIRS | $154,339 | $0 | $0 | $0 | $0 | $0 | $6,524 | $0 | $31,648 | $0 | $192,511 | $0 | $0 | $0 |
| PETER DRUMMEY | ||||||||||||||
| CHIEF HISTORIAN & LIBRARIAN | $149,388 | $0 | $0 | $0 | $0 | $0 | $2,600 | $0 | $10,948 | $0 | $162,936 | $0 | $0 | $0 |
| KANISORN WONGSRICHANALAI | ||||||||||||||
| DIRECTOR OF RESEARCH | $131,958 | $0 | $0 | $0 | $0 | $0 | $5,480 | $0 | $14,776 | $0 | $152,214 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD CHAIR AND TREASURER, IN CONSULTATION WITH OFFICERS APPROVE THE PRESIDENT'S COMPENSATION. |
| PART I, LINES 4A-B | CATHERINE ALLGOR - 457 PLAN EMPLOYEE SALARY DEFERRAL - $11,500 CATHERINE ALLGOR ENTERED INTO AN AGREEMENT UPON THE CONCLUSION OF HER TERM OF OFFICE AS PRESIDENT THAT INCLUDED PAYMENTS OF $225,000 WHICH WERE DISBURSED FROM JULY 2024 THROUGH MARCH 2025. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE SOCIETY | COLLECTIONS - THE SOCIETY'S EXTRAORDINARY COLLECTIONS TELL THE STORY OF AMERICA THROUGH MILLIONS OF RARE AND UNIQUE DOCUMENTS, ARTIFACTS, AND NATIONAL TREASURES, INCLUDING THE PERSONAL PAPERS OF THREE PRESIDENTS JOHN ADAMS, JOHN QUINCY ADAMS, AND THOMAS JEFFERSON. THROUGH ITS RESEARCH LIBRARY, ONLINE RESOURCES, PUBLICATIONS, EXHIBITIONS, AND PROGRAMS, THE MHS MAKES ITS HOLDINGS ACCESSIBLE TO ANYONE WITH AN INTEREST IN THE PEOPLE AND EVENTS THAT SHAPED OUR COUNTRY. PAUL REVERE'S HANDWRITTEN ACCOUNT OF HIS FAMOUS RIDE, THOMAS JEFFERSON'S AND JOHN ADAM'S MANUSCRIPT COPIES OF THE DECLARATION OF INDEPENDENCE AND ELBRIDGE GERRY'S ANNOTATED COPY OF THE CONSTITUTION ARE AMONG THE MANY ICONIC AMERICAN DOCUMENTS OF THE MHS. SPANNING FOUR CENTURIES, THE LETTERS, DIARIES, AND OTHER PERSONAL PAPERS OF INDIVIDUALS AND FAMILIES, AS WELL AS THEIR BOOKS, PHOTOGRAPHS, MAPS, NEWSPAPERS, ARTIFACTS, AND WORKS OF ART HAVE BECOME ESSENTIAL PRIMARY SOURCES FOR THE STUDY AND UNDERSTANDING OF AMERICAN HISTORY. THE LIBRARY IS FREE AND OPEN TO RESEARCHERS OF ALL AGES AND LEVELS OF INTEREST. THE LIBRARY DOES NOT LEND MATERIALS, BUT ANY PERSON INTERESTED IN USING THE COLLECTION CAN REGISTER AS A RESEARCHER AND USE MATERIALS IN THE LIBRARY. IN MANY CASES, SELECTED MATERIALS CAN BE REPRODUCED AND SENT TO INDIVIDUALS WHO CANNOT VISIT THE LIBRARY IN PERSON. EXHIBITIONS - THE SOCIETY'S EXHIBITIONS CELEBRATE THE PERSPECTIVE AMERICAN HISTORY BRINGS TO OUR OWN TIME AND ILLUSTRATE HOW IT SUSTAINS OUR REPUBLIC AND GUIDES OUR FUTURE. AS A MAJOR HISTORY PRESENTATION VENUE FOR THE REGION, THE MHS PRODUCES EXHIBITIONS THAT ARE THEMATIC, TELL STORIES, AND EXPLORE HOW TURNING POINTS IN THE PAST ARE REFLECTED IN CULTURE TODAY. FISCAL YEAR 2025 MARKED THE 250TH ANNIVERSARY OF THE EARLY DAYS OF THE AMERICAN REVOLUTION. TO COMMEMORATE THE 250TH AND TO REINVIGORATE ITS EXHIBITION PROGRAM, THE MHS MOUNTED THE FIRST OF THREE EXHIBITIONS PLANNED OVER TWO YEARS. 1775: REBELS, RIGHTS & REVOLUTION OPENED AT ITS HEADQUARTERS BUILDING ON BOYLSTON STREET ON MARCH 28, 2025. THE EXHIBITION OFFERED UNIQUE AND PERSONAL PERSPECTIVES ON THE EVENTS OF 1775. VISITORS EXPLORED THE TENSIONS, CHOICES, AND CONSEQUENCES THAT DEFINED THIS PIVOTAL YEAR. FEATURING LETTERS, DIARY ENTRIES, AND ARTIFACTS FROM THE MHS COLLECTION, THE EXHIBITION PROVIDED A DYNAMIC AND ENGAGING LOOK AT HOW AND WHY MASSACHUSETTS RESIDENTS CHOSE REVOLUTION AS THE PATH FORWARD. ADDITIONAL CONTENT WAS CREATED FOR AND MADE AVAILABLE AT WWW.MASSHIST.ORG/250. EDUCATION AND PUBLIC PROGRAMS - CONTINUING TO DEVELOP A VIBRANT SELECTION OF PUBLIC AND EDUCATIONAL PROGRAMS ENABLES THE MHS TO HELP ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT. FISCAL YEAR 2025 WAS THE SECOND YEAR OF A THREE-YEAR STRATEGIC PLAN FOR THE MHS. ALONG WITH COMMEMORATION PLANS FOR THE 250TH OF THE AMERICAN REVOLUTION, EDUCATION AND PROGRAMMING FEATURE PROMINENTLY. EDUCATION GOALS INCLUDE PROMOTING THE TEACHING OF HISTORY AND CIVICS ACROSS THE K-12 STUDENT POPULATION IN MASSACHUSETTS; REACHING MORE STUDENTS FOR NATIONAL HISTORY DAY (NHD); PROVIDING MORE ACCESS TO THE SOCIETY'S PRIMARY SOURCE MATERIALS BY EXPANDING THE TOOLS AND RESOURCES SUCH AS THE HISTORY SOURCE; AND ACTIVELY SEEK PARTNERS WHO WILL ALLOW US TO LEVERAGE OUR EDUCATION EFFORTS. OUR EDUCATION TEAM OFFERED 29 TEACHER AND STUDENT PROGRAMS. THE TEAM SUPPORTED 3 TEACHER FELLOWSHIPS AND 4 STUDENT FELLOWSHIPS. STUDENT PARTICIPATION IN MASSACHUSETTS HISTORY DAY (MHD) CONTINUES TO GROW. A TOTAL OF 4,000 STUDENTS PARTICIPATED IN THE PROGRAM. ON MARCH 25, THE TEAM SHOWCASED THE MHD PROGRAM THROUGH A PARTNERSHIP WITH THE UNITED STATES COURT OF APPEALS FOR THE FIRST CIRCUIT COURT IN BOSTON AT THE OPENING OF THE STEPHEN G. BREYER COMMUNITY LEARNING CENTER ON COURTS AND THE CONSTITUTION. A SELECT GROUP OF MHD STUDENTS SHARED THEIR PROJECTS WITH JUSTICE STEPHEN BREYER AND OTHER GUESTS. THE MHS IS AN INAUGURAL PARTNER IN HISTORY.ORG, AN ONLINE RESOURCE FOR GRADES K-12 LED BY COLONIAL WILLIAMSBURG. THE SITE PROVIDES TEACHERS WITH PRIMARY SOURCES ON AMERICAN HISTORY AND TEACHER-DEVELOPED MATERIALS. THE MHS TEAM CONTRIBUTED METADATA FOR MORE THAN 100 ITEMS. THE PARTNERSHIP HELPS TO EXPAND THE SOCIETY'S TEACHER AUDIENCE AS WELL AS ITS HISTORYSOURCE.ORG OFFERINGS. THE MHS PROGRAMMING STRATEGY INCLUDES PROVIDING INNOVATIVE AND UNIQUE EXPERIENCES THAT HIGHLIGHT THE SOCIETY'S COLLECTION AND HISTORICAL EXPERTISE TO REACH NEW AUDIENCES AND RETAIN EXISTING CONSTITUENCIES. IT ALSO INVOLVES MORE OUTREACH TO DIFFERENT COMMUNITIES TO BROADEN CONNECTIONS. IN FISCAL YEAR 2025, PROGRAMMING DESIGNED FOR BOTH GENERAL AND SCHOLARLY AUDIENCES ATTRACTED MORE THAN 4,000 ATTENDEES AT PROGRAMS, SEMINAR SESSIONS, AND SPECIAL EVENTS OVER THE COURSE OF THE YEAR. A WIDE RANGE OF PROGRAMS WERE OFFERED IN FISCAL YEAR 2025 INCLUDING WE REFUSE: A FORCEFUL HISTORY OF BLACK RESISTANCE WITH KELLIE CARTER JACKSON, REVOLUTIONARY KINSHIP: SUSTAINING FAMILY THROUGH WARTIME DIVISIONS WITH JAIMIE CRUMLEY, UNIVERSITY OF UTAH; KARIN WULF, JOHN CARTER BROWN LIBRARY; AND LISA WILSON, CONNECTICUT COLLEGE, FRENCH MATERIAL CULTURE IN THE REVOLUTIONARY ATLANTIC WITH ASHLI WHITE, UNIVERSITY OF MIAMI, CREATING CULTURE IN AMERICA: AAPI DIASPORA LIVES WITH HARLEEN SINGH, BRANDEIS UNIVERSITY; TUYET TRAN, SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS; AND LISONG LIU, MASSACHUSETTS COLLEGE OF ART AND DESIGN, AROUND THE WORLD WITH JOHN QUINCY ADAMS WITH ADAMS PAPERS STAFF, AFTER LIVES: ON BIOGRAPHY AND THE MYSTERIES OF THE HUMAN HEART WITH MEGAN MARSHALL, EMERSON COLLEGE, AND JOHN STAUFFER, HARVARD UNIVERSITY, MAKING THE PRESIDENCY: JOHN ADAMS & THE PRECEDENTS THAT FORGED THE REPUBLIC WITH LINDSAY M. CHERVINSKY, GEORGE WASHINGTON PRESIDENTIAL LIBRARY, AND LOUISA THOMAS, AUTHOR AND STAFF WRITER FOR THE NEW YORKER, AND WOMEN & CHILDREN FIRST: THE TRAILBLAZING LIFE OF SUSAN DIMOCK, M.D. WITH SUSAN WILSON AND JACKIE JENKINS-SCOTT. RESEARCH - THE SOCIETY STRIVES TO FOSTER A RESEARCH COMMUNITY THAT ACTIVELY PROMOTES THE STUDY OF THE HISTORY OF MASSACHUSETTS AND THE NATION. WE OFFER AN EXCEPTIONAL RANGE OF RESOURCES FOR MAKING AND SHARING HISTORICAL DISCOVERIES INCLUDING PUBLIC TALKS, TOURS, EXHIBITIONS, SCHOLARLY SEMINARS, CONFERENCES, AND ACCESS TO OUR COLLECTIONS THROUGH OUR WEBSITE AND LIBRARY. WE AWARDED 68 FELLOWSHIPS IN FISCAL YEAR 2025 INCLUDING MHS-NEH LONG-TERM, MHS SHORT-TERM, NERFC, TEACHER, AND STUDENT FELLOWSHIPS. EACH YEAR, THE MHS WELCOMES A WIDE VARIETY OF RESEARCHERS FROM ACROSS THE COUNTRY AND AROUND THE WORLD FROM HIGH SCHOOL STUDENTS AND FAMILY HISTORIANS TO PROFESSORS AND PULITZER PRIZE-WINNING AUTHORS. THESE RESEARCHERS NETWORK, SHARE THEIR FINDINGS, AND EXCHANGE IDEAS. IN FISCAL YEAR 2025, THERE WERE 2,274 INDIVIDUAL RESEARCHERS FROM 35 STATES AND 19 COUNTRIES OUTSIDE OF THE US. IN FISCAL YEAR 2025, WE LAUNCHED HISTORIANS & THEIR HISTORIES, A PODCAST TO INTRODUCE LISTENERS TO THE HISTORIANS WHO WRITE THE HISTORIES. IN EACH EPISODE, A SCHOLAR WHO HAS RECEIVED FELLOWSHIP SUPPORT FROM THE MHS SHARES THEIR ORIGIN STORIES AND TALKS ABOUT WHY THEY BECAME STUDENTS OF THE PAST. THREE CONFERENCES ON A RANGE OF TOPICS TOOK PLACE IN FISCAL YEAR 2025. IN JULY, THE MHS HOSTED THE CONRAD E. WRIGHT RESEARCH CONFERENCE ON CITIZENSHIP. IN SEPTEMBER, THE MHS AND THE NEW ENGLAND QUARTERLY CO-HOSTED RACIAL HISTORIES OF HIGHER EDUCATION IN NEW ENGLAND: A SYMPOSIUM. IN APRIL, IN PARTNERSHIP WITH THE DAVID CENTER FOR THE AMERICAN REVOLUTION AT THE AMERICAN PHILOSOPHICAL SOCIETY AND THE CONCORD MUSEUM, THE MHS HOSTED 1775: A SOCIETY OF THE BRINK OF WAR & REVOLUTION. PUBLICATION AND DOCUMENTARY EDITING INCLUDING THE ADAMS PAPERS - THE MHS BEGAN PUBLISHING BOOKS IN 1792 AND IS ONE OF THE OLDEST, CONTINUOUSLY OPERATING PUBLISHERS IN THE UNITED STATES, AND MAKES AVAILABLE PRINTED BOOKS, ELECTRONIC PUBLICATIONS, A NEWSLETTER, AND SCHOLARLY JOURNAL. THE MHS PUBLISHES PRINT AND ELECTRONIC WORKS THAT PROVIDE INFORMATION ABOUT AND MAKE AVAILABLE THE CONTENT OF SOME OF ITS MOST SIGNIFICANT COLLECTIONS AND THE PEOPLE WHO CREATED THEM. AS PART OF ITS MISSION, THE MHS MAINTAINS ITS OWN PUBLISHING PROGRAM AND HOSTS THE OFFICES OF THE ADAMS PAPERS EDITORIAL PROJECT. FOUNDED IN 1954, THE PROJECT PREPARES A COMPREHENSIVE EDITION, IN PRINT AND DIGITAL FORMATS, OF THE MANUSCRIPTS WRITTEN AND RECEIVED BY THREE GENERATION OF THE ADAMS FAMILY OF BRAINTREE AND QUINCY, MASSACHUSETTS. THE ADAMS FAMILY PAPERS MANUSCRIPT COLLECTION AT THE MHS FORMS THE NUCLEUS OF THE PROJECT, ALTHOUGH THE EDITORS HAVE GATHERED MORE THAN 30,000 COPIES OF ADDITIONAL ADAMS WRITINGS FROM HUNDREDS OF LIBRARIES, INSTITUTIONS, AND INDIVIDUALS IN THE UNITED STATES AND ABROAD. TO DATE, NEARLY 60 PRINT VOLUMES HAVE BEEN PUBLISHED BY HARVARD UNIVERSITY PRESS, MOST OF WHICH ARE AVAILABLE ONLINE AS PART OF THE ADAMS PAPERS DIGITAL EDITION. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL HAVE FULL AUTHORITY TO ACT IN THE PLACE OF AND WITH THE AUTHORITY OF THE BOARD OF TRUSTEES, SUBJECT ONLY TO THE LIMITATIONS OF LAW, THE ARTICLES OF ORGANIZATION AND THESE BY-LAWS AND THE VOTES OF THE BOARD OF TRUSTEES, PROVIDED THAT ALL DECISIONS MADE AND ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE TRUSTEES AT THE NEXT MEETING OF THE TRUSTEES, WHICH REPORT MAY BE DELIVERED IN EXECUTIVE SESSION. THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE: THE CHAIR, THE TREASURER, AND NOT LESS THAN THREE (3), NOR MORE THAN FIVE (5), ADDITIONAL TRUSTEES, PROVIDED, HOWEVER, THAT THERE SHALL ALSO BE AT LEAST ONE MEMBER OF THE EXECUTIVE COMMITTEE WHO IS NOT AN OFFICER OF THE SOCIETY. THE MEMBERS OF THE EXECUTIVE COMMITTEE, OTHER THAN THE CHAIR AND THE TREASURER, SHALL BE ELECTED BY THE TRUSTEES FOR ONE-YEAR TERMS. ANY MEMBER OF THE EXECUTIVE COMMITTEE WHO IS NOT AN OFFICER OF THE SOCIETY SHALL NOT SERVE MORE THAN FOUR (4) CONSECUTIVE YEARS ON THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 3 | DURING THE YEAR THE BOARD ENGAGED WITH WINTER STREET CFO, LLC TO PERFORM THE CFO WORK. WINTER STREET IS OVERSEEN BY THE PRESIDENT AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS ELECTED MEMBERS, KNOWN AS FELLOWS, AS WELL AS GENERAL MEMBERSHIP, WHICH DO NOT HAVE VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY HAS ELECTED MEMBERS WHO DO NOT HAVE VOTING RIGHTS. IN ADDITION, THE SOCIETY IS GOVERNED BY THE BOARD OF TRUSTEES WHO ARE NOMINATED AND ELECTED. THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR ALMOST ALL GOVERNANCE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES FOR COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE GOVERNANCE COMMITTEE DISTRIBUTES A QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES REQUIRING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. THE SOCIETY REQUIRES THAT ALL PERSONS TO WHOM THE QUESTIONNAIRE IS DISTRIBUTED COMPLETE IT IN A TIMELY MANNER. THE GOVERNANCE COMMITTEE REVIEWS THE CONFLICT OF INTEREST POLICY QUESTIONAIRES AS THEY ARE COMPLETED ALONG WITH THE BOARD DISCLOSURES ANNUALLY, AND WILL FOLLOW UP ON ANY POTENTIAL OR NOTED CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE BOARD AND THE OFFICERS REVIEW THE PERFORMANCE OF THE PRESIDENT/CEO AND COMPARABLE COMPENSATION DATA AND DETERMINE HIS/HER COMPENSATION. THE LAST YEAR THE PROCESS WAS PERFROMED WAS 2025. EACH YEAR THE PRESIDENT, AS CEO, REVIEWS THE PERFORMANCE OF THE KEY EMPLOYEES AND COMPARABLE COMPENSATION DATA AND REPORTS HIS/HER DECISION TO THE BOARD OF TRUSTEES, WHICH ARE INCORPORATED INTO THE ANNUAL BUDGET OF THE ORGANIZATION WHICH IS APPROVED BY THE BOARD OF TRUSTEES. THE DELIBERATIONS AND DECISIONS OF THE PRESIDENT ARE CONTEMPORANEOUSLY RECORDED AS IS THE APPROVAL OF THE BUDGET BY THE BOARD OF TRUSTEES. THE LAST YEAR THIS PROCESS WAS PERFORMED WAS IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY'S ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND MASSACHUSETTS FORM PC ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT MASSHIST.ORG. THESE DOCUMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/. THE SOCIETY'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SOCIETY'S WEBSITE. THE SOCIETY WILL MAKE PRINTED COPIES AVAILABLE UPON WRITTEN REQUEST. |
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