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            <BusinessNameLine1Txt>HISTORY ASSOCIATES INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>7361 CALHOUN PLACE</AddressLine1Txt>
            <CityNm>ROCKVILLE</CityNm>
            <StateAbbreviationCd>MD</StateAbbreviationCd>
            <ZIPCd>20855</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>FOR PROFIT</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>HISTORIC PRESERVATION</GrantOrContributionPurposeTxt>
          <Amt>28400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>177900</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>4837</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>58019</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <RelatedOrExemptFunctionIncmAmt>342</RelatedOrExemptFunctionIncmAmt>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>34136</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>96992</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>342</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>97334</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc1">
      <AccountingFeesDetail>
        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
        <Amt>1904</Amt>
        <NetInvestmentIncomeAmt>550</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>400</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <InvestmentsCorpBondsSchedule documentId="RetDoc2">
      <InvestmentsCorporateBondsGrp>
        <BondNm>CORPORATE BONDS</BondNm>
        <EOYBookValueAmt>555610</EOYBookValueAmt>
        <EOYFMVAmt>529119</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="RetDoc3">
      <InvestmentsCorporateStockGrp>
        <StockNm>CORPORATE STOCK</StockNm>
        <EOYBookValueAmt>1152108</EOYBookValueAmt>
        <EOYFMVAmt>2059644</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsOtherSchedule2 documentId="RetDoc4">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>RESIDENCE</CategoryOrItemTxt>
        <BookValueAmt>636380</BookValueAmt>
        <EOYFMVAmt>329000</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>CONTENTS OF RESIDENCE</CategoryOrItemTxt>
        <BookValueAmt>621918</BookValueAmt>
        <EOYFMVAmt>360986</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>JEWELRY</CategoryOrItemTxt>
        <BookValueAmt>16776</BookValueAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>PERSONAL EFFECTS</CategoryOrItemTxt>
        <BookValueAmt>1000</BookValueAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>LANDSCAPING PROJECT</CategoryOrItemTxt>
        <BookValueAmt>24950</BookValueAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherAssetsSchedule documentId="RetDoc5">
      <OtherAssetsScheduleGrp>
        <Desc>INVESTMENT INCOME IN TRANSIT</Desc>
        <BOYBookValueAmt>2592</BOYBookValueAmt>
        <EOYBookValueAmt>2815</EOYBookValueAmt>
        <EOYFMVAmt>2815</EOYFMVAmt>
      </OtherAssetsScheduleGrp>
    </OtherAssetsSchedule>
    <OtherExpensesSchedule documentId="RetDoc6">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>INSURANCE</Desc>
        <RevenueAndExpensesPerBooksAmt>13118</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>13118</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>PROPERTY MAINTENANCE, &amp; UTILI</Desc>
        <RevenueAndExpensesPerBooksAmt>6089</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>6089</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>FOREIGN CONVERSION EXPENSE</Desc>
        <RevenueAndExpensesPerBooksAmt>4</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>4</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>APPRAISAL</Desc>
        <RevenueAndExpensesPerBooksAmt>500</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>500</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>HOA</Desc>
        <RevenueAndExpensesPerBooksAmt>35</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>35</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc7">
      <OtherIncomeDetail>
        <Desc>NON-DIVIDEND DISTIBUTIONS</Desc>
        <RevenueAndExpensesPerBooksAmt>342</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>342</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc8">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>TRUSTEE FEES</CategoryTxt>
        <Amt>35792</Amt>
        <NetInvestmentIncomeAmt>10737</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>25055</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc9">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES</CategoryTxt>
        <Amt>846</Amt>
        <NetInvestmentIncomeAmt>846</NetInvestmentIncomeAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>REAL ESTATE TAX</CategoryTxt>
        <Amt>5346</Amt>
        <DisbursementsCharitablePrpsAmt>5346</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>SEC OF STATE</CategoryTxt>
        <Amt>100</Amt>
        <DisbursementsCharitablePrpsAmt>100</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FEDERAL ESTIMATES</CategoryTxt>
        <Amt>1565</Amt>
        <NetInvestmentIncomeAmt>1565</NetInvestmentIncomeAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>
