2026-05-13T10:26:09-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2024-07-01 042108374 MASSACHUSETTS HISTORICAL SOCIETY MASS 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 CRAIG MEYER CFO 6175361608 2026-05-11 1 1 DANIELLE NIHILL P01350943 6179848100 2024 2025-03-06 01:10:19Z LISA KRASSNER 1154 BOYLSTON STREET BOSTON MA 02215 12509538 0 X WWW.MASSHIST.ORG X 1791 MA THE MASS. HISTORICAL SOCIETY SEEKS TO MAKE AMERICAN HISTORY RELEVANT AND ACCESSIBLE TO ANYONE. 27 27 84 72 1513894 1335810 3720009 4553507 42834 40405 3447410 6299254 -59813 -74579 7150440 10818587 148063 208938 0 0 6489346 6389804 0 0 915855 3911236 6194310 10548645 12793052 -3398205 -1974465 150496088 165944879 2351268 2401556 148144820 163543323 X TO PROMOTE UNDERSTANDING OF THE HISTORY OF MASSACHUSETTS AND THE NATION BY COLLECTING AND COMMUNICATING MATERIALS AND RESOURCES THAT FOSTER HISTORICAL KNOWLEDGE. 0 0 6644864 208938 40405 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. 6644864 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 84 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CRAIG MEYER 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 CATHERINE ALLGOR PRESIDENT UNTIL 06/2024 35.00 X 328912 0 30102 BRENDA M LAWSON INTERIM PRESIDENT 35.00 X 206326 0 31265 VICTORIA MCKAY DIRECTOR OF DEVELOPMENT 35.00 X 150708 0 45621 CAROL W KNAUFF VP FOR PROGRAMS & EXTERNAL AFFAIRS 35.00 X 154339 0 38172 PETER DRUMMEY CHIEF HISTORIAN & LIBRARIAN 35.00 X 149388 0 13548 KANISORN WONGSRICHANALAI DIRECTOR OF RESEARCH 35.00 X 131958 0 20256 SARA MARTIN EDITOR IN CHIEF 35.00 X 131943 0 13876 LEVIN H CAMPBELL JR CHAIR 3.00 X X 0 0 0 BENJAMIN C ADAMS VICE CHAIR 3.00 X X 0 0 0 SUSAN W HUNNEWELL VICE CHAIR 3.00 X X 0 0 0 EDWARD B BALDINI TREASURER 3.00 X X 0 0 0 OLIVER F AMES JR SECRETARY 3.00 X X 0 0 0 HILLARY HEDGES RAYPORT CHAIR, ADVISORY COUNCIL 3.00 X X 0 0 0 G MARSHALL MORIARTY VICE CHAIR, ADVISORY COUNCIL 3.00 X X 0 0 0 ALEXANDER D WHITTEMORE VICE CHAIR, ADVISORY COUNCIL 3.00 X X 0 0 0 KATHERINE BABSON JR TRUSTEE 3.00 X 0 0 0 MELINDA BARBER TRUSTEE 3.00 X 0 0 0 ELIZABETH A CHANG TRUSTEE 3.00 X 0 0 0 PATRICIA CHUBB TRUSTEE AS OF 01/30/25 3.00 X 0 0 0 MICHAEL A EWALD TRUSTEE 3.00 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 3.00 X 0 0 0 GREGORY G GROOVER SR TRUSTEE 3.00 X 0 0 0 ROBERT KWAK TRUSTEE 3.00 X 0 0 0 GRACE LEE TRUSTEE 3.00 X 0 0 0 ANTHONY H LENESS TRUSTEE 3.00 X 0 0 0 RICHARD N PIERSON III TRUSTEE 3.00 X 0 0 0 ROBERT G RIPLEY JR TRUSTEE 3.00 X 0 0 0 PAUL W SANDMAN TRUSTEE 3.00 X 0 0 0 JAMES W SEGEL TRUSTEE 3.00 X 0 0 0 ANDREW E SERWER TRUSTEE 3.00 X 0 0 0 R NEWCOMB STILLWELL TRUSTEE 3.00 X 0 0 0 CHRISTOPHER J TOOMEY TRUSTEE 3.00 X 0 0 0 ROBERT WALDRON TRUSTEE AS OF 01/30/25 3.00 X 0 0 0 JUDITH BRYANT WITTENBERG TRUSTEE 3.00 X 0 0 0 RENE JONES TRUSTEE UNTIL 08/2024 3.00 X 0 0 0 1253574 0 192840 10 1 1 0 COMTEC SOLUTIONS LLC 100 ELMGROVE PART ROCHESTER NY 14624 IT SERVICES 166939 WINTER STREET CFO LLC 125 ROCKY BROOK ROAD NORTH ANDOVER MA 01845 CFO CONSULTANT 140869 2 382619 130000 4040888 4553507 SEMINARS, CONFERENCES, WORKSHOPS 611600 17884 17884 READING ROOM REVENUE 900099 15656 15656 SALE OF PUBLICATIONS 513190 6865 6865 40405 604201 206550 397651 26901 26901 6668 8074 -1406 -1406 -1406 7219740 1524687 5695053 5695053 1307344 4387709 47000 382619 158190 -111190 -111190 OTHER INCOME 900099 11116 11116 11116 10818587 40405 1513894 4710781 208938 208938 553407 274501 278906 4717199 3703410 547602 466187 152571 113323 24709 14539 589403 454905 78778 55720 377224 285221 58347 33656 1674 1674 56346 56346 3019330 3019330 425995 25030 364030 36935 5551 5551 62023 34180 13237 14606 309004 205454 45931 57619 596366 450941 86425 59000 20432 15449 3160 1823 38668 38668 26432 26432 469553 318838 75798 74917 12975 1275 11700 UNRELATED INCOME TAX 500000 500000 PROGRAM EXPENSES 308825 308825 CULTIVATION EXPENSES 107760 11492 28806 67462 PRINTING 79428 51394 480 27554 153948 137469 10642 5837 12793052 6644864 5232333 915855 861654 666138 3376526 4049101 248682 42276 12537 37321 205402 251511 18264883 9416516 9031462 8848367 25334839 27697068 111034389 124189491 390597 163606 150496088 165944879 1132454 1385170 328699 328399 688361 580654 201754 107333 2351268 2401556 X 56080392 60529279 92064428 103014044 148144820 163543323 150496088 165944879 -1974465 17372968 0 X 0 1 X 1 0 X 3770174 2135548 2392568 3720009 4553507 16571806 3770174 2135548 2392568 3720009 4553507 16571806 1760487 14811319 44621 29050 148476 206728 637770 1066645 24104 14085 42023 37240 11116 128568 17767019 604290 0.83360 0.78800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 24,104. 2021 AMOUNT: $ 14,085. 2022 AMOUNT: $ 42,023. 2023 AMOUNT: $ 37,240. 2024 AMOUNT: $ 11,116. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 136369228 2256727 20560578 7245036 54938 151886559 127469734 970041 14652851 6657382 66016 136369228 127669448 253467 5587956 5927216 113921 127469734 137542351 60000 -5799985 3946173 186745 127669448 89532291 259450 51608214 3812183 45421 137542351 0.32756 0.13062 0.54182 0 0 200000 200000 470422 470422 0 16688757 8392139 8296618 851820 553955 297865 53884 53884 8848367 HEDGE FUNDS 1320704 F LIMITED PARTNERSHIPS 122868787 F 124189491 SPLIT-INTEREST AGREEMENTS 107333 107333 X 24783551 17372968 -554938 16818030 7965521 3019330 -166264 2853066 10818587 9385048 166264 166264 9218784 3019330 554938 3574268 12793052 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 13046466 0 0 0 0 0 0 13046466 0 13046466 1 0 0 0 0 0 MAKING HISTORY GALA 429619 382619 47000 26350 82075 36606 13159 429619 382619 47000 26350 82075 36606 13159 158190 -111190 1 FELLOWSHIPS 68 208938 N/A N/A PART I, LINE 2: 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. X X X X 1 1 0 0 0 0 0 0 0 CATHERINE ALLGOR PRESIDENT UNTIL 06/2024 155737 0 0 0 173175 0 6522 0 23580 0 359014 0 0 0 BRENDA M LAWSON INTERIM PRESIDENT 206326 0 0 0 0 0 8498 0 22767 0 237591 0 0 0 VICTORIA MCKAY DIRECTOR OF DEVELOPMENT 150708 0 0 0 0 0 6660 0 38961 0 196329 0 0 0 CAROL W KNAUFF VP FOR PROGRAMS & EXTERNAL AFFAIRS 154339 0 0 0 0 0 6524 0 31648 0 192511 0 0 0 PETER DRUMMEY CHIEF HISTORIAN & LIBRARIAN 149388 0 0 0 0 0 2600 0 10948 0 162936 0 0 0 KANISORN WONGSRICHANALAI DIRECTOR OF RESEARCH 131958 0 0 0 0 0 5480 0 14776 0 152214 0 0 0 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. 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.