Nonprofit · EIN 04-2108374
MASSACHUSETTS HISTORICAL SOCIETY
Tax-exempt · BOSTON, MA 02215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,818,587 | $12,793,052 | -$1,974,465 | $165,944,879 | $2,401,556 | $163,543,323 |
| June 30, 2024 | 990 | $7,150,440 | $10,548,645 | -$3,398,205 | $150,496,088 | $2,351,268 | $148,144,820 |
| June 30, 2023 | 990 | $3,698,624 | $9,479,740 | -$5,781,116 | $141,301,396 | $2,160,729 | $139,140,667 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,553,507
- of which government grants
- $130,000
- Program service revenue
- $40,405
- Investment income
- $6,299,254
- Royalties
- $26,901
- Net rental income
- -$1,406
- Net gain from sales of assets
- $5,695,053
- Net income from fundraising events
- -$111,190
- Other revenue
- -$74,579
Expenses
- Grants and similar amounts paid
- $208,938
- Compensation of officers, directors and key employees
- $553,407
- Other salaries and wages
- $4,717,199
- Salaries, compensation and benefits (total)
- $6,389,804
- Professional fundraising fees
- $0
- Legal fees
- $1,674
- Accounting fees
- $56,346
- Occupancy
- $596,366
- Travel
- $20,432
- Depreciation
- $469,553
- Program services (functional)
- $6,644,864
- Management and general (functional)
- $5,232,333
- Fundraising (functional)
- $915,855
Balance sheet and other
- Total assets, start of year
- $150,496,088
- Total assets, end of year
- $165,944,879
- Total liabilities, end of year
- $2,401,556
- Net assets, end of year
- $163,543,323
- Land, buildings and equipment
- $8,848,367
- Publicly traded securities
- $27,697,068
- Net assets without donor restrictions
- $60,529,279
- Net assets with donor restrictions
- $103,014,044
- Gross unrelated business income
- $1,513,894
- Gross receipts
- $12,509,538
- Employees
- 84
- Volunteers
- 72
- Year formed
- 1791
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE ALLGOR | PRESIDENT UNTIL 06/2024 Former | 35 | $328,912 | $30,102 |
| BRENDA M LAWSON | INTERIM PRESIDENT Key employee | 35 | $206,326 | $31,265 |
| VICTORIA MCKAY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 35 | $150,708 | $45,621 |
| CAROL W KNAUFF | VP FOR PROGRAMS & EXTERNAL AFFAIRS Highest-paid employee | 35 | $154,339 | $38,172 |
| PETER DRUMMEY | CHIEF HISTORIAN & LIBRARIAN Highest-paid employee | 35 | $149,388 | $13,548 |
| KANISORN WONGSRICHANALAI | DIRECTOR OF RESEARCH Highest-paid employee | 35 | $131,958 | $20,256 |
| SARA MARTIN | EDITOR IN CHIEF Highest-paid employee | 35 | $131,943 | $13,876 |
| LEVIN H CAMPBELL JR | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| BENJAMIN C ADAMS | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN W HUNNEWELL | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| EDWARD B BALDINI | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| OLIVER F AMES JR | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| HILLARY HEDGES RAYPORT | CHAIR, ADVISORY COUNCIL Trustee or director, Officer | 3 | $0 | $0 |
| G MARSHALL MORIARTY | VICE CHAIR, ADVISORY COUNCIL Trustee or director, Officer | 3 | $0 | $0 |
| ALEXANDER D WHITTEMORE | VICE CHAIR, ADVISORY COUNCIL Trustee or director, Officer | 3 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE BABSON JR | TRUSTEE Trustee or director | 3 | $0 |
| MELINDA BARBER | TRUSTEE Trustee or director | 3 | $0 |
| ELIZABETH A CHANG | TRUSTEE Trustee or director | 3 | $0 |
| PATRICIA CHUBB | TRUSTEE AS OF 01/30/25 Trustee or director | 3 | $0 |
| MICHAEL A EWALD | TRUSTEE Trustee or director | 3 | $0 |
| ANNETTE GORDON-REED | TRUSTEE Trustee or director | 3 | $0 |
| GREGORY G GROOVER SR | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT KWAK | TRUSTEE Trustee or director | 3 | $0 |
| GRACE LEE | TRUSTEE Trustee or director | 3 | $0 |
| ANTHONY H LENESS | TRUSTEE Trustee or director | 3 | $0 |
| RICHARD N PIERSON III | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT G RIPLEY JR | TRUSTEE Trustee or director | 3 | $0 |
| PAUL W SANDMAN | TRUSTEE Trustee or director | 3 | $0 |
| JAMES W SEGEL | TRUSTEE Trustee or director | 3 | $0 |
| ANDREW E SERWER | TRUSTEE Trustee or director | 3 | $0 |
| R NEWCOMB STILLWELL | TRUSTEE Trustee or director | 3 | $0 |
| CHRISTOPHER J TOOMEY | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT WALDRON | TRUSTEE AS OF 01/30/25 Trustee or director | 3 | $0 |
| JUDITH BRYANT WITTENBERG | TRUSTEE Trustee or director | 3 | $0 |
| RENE JONES | TRUSTEE UNTIL 08/2024 Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE ALLGOR | PRESIDENT Officer | 35 | $300,763 | $34,191 |
| AMANDA H CLARK MACMULLAN | SENIOR VP FOR PROGRAMS & EXTERNAL AFFAIRS Key employee | 35 | $176,654 | $28,487 |
| BRENDA M LAWSON | SENIOR VP OF COLLECTIONS & CONTENT DEVELOPMENT Key employee | 35 | $169,944 | $32,253 |
| VICTORIA MCKAY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 35 | $120,620 | $43,443 |
| PETER DRUMMEY | CHIEF HISTORIAN & LIBRARIAN Highest-paid employee | 35 | $144,286 | $13,291 |
| KANISORN WONGSRICHANALAI | DIRECTOR OF RESEARCH Highest-paid employee | 35 | $124,847 | $17,320 |
| SARA MARTIN | EDITOR IN CHIEF Highest-paid employee | 35 | $126,903 | $14,424 |
| CAROL W KNAUFF | VP FO PROGRAMS & EXTERNAL AFFAIRS Highest-paid employee | 35 | $102,806 | $34,873 |
| MELINDA BARBER | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ELIZABETH A CHANG | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| MICHAEL A EWALD | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANNETTE GORDON-REED | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| SUSAN W HUNNEWELL | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| G NATHANIEL JEPPSON | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| RENE JONES | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ROBERT KWAK | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANTHONY H LENESS | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANNE CRAIGE MCNAY | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JOHN O'LEARY | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ROBERT G RIPLEY JR | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| PAUL W SANDMAN | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| CATHERINE BABSON JR | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JAMES SEGEL | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JUDITH BRYANT WITTENBERG | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| GREGORY GROOVER | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| RICHARD PIERSON | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| HILLARY RAYPORT | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANDREW SERWER | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| CHRISTOPHER TOOMEY | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ALEXANDER WHITTEMORE | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| NEWCOMB STILLWELL | CHAIR Officer | 3 | $0 | $0 |
| BENJAMIN C ADAMS | VICE CHAIR Officer | 3 | $0 | $0 |
| OLIVER F AMES | VICE CHAIR Officer | 3 | $0 | $0 |
| EDWARD BALDINI | TREASURER Officer | 3 | $0 | $0 |
| LEVIN H CAMPBELL JR | SECRETARY Officer | 3 | $0 | $0 |
| G MARSHALL MORIARTY | CHAIR OF ADVISORS Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE ALLGOR | PRESIDENT Officer | 35 | $287,347 | $30,054 |
| BRENDA M LAWSON | SENIOR VP OF COLLECTIONS & CONTENT DEVELOPMENT Key employee | 35 | $151,480 | $33,430 |
| PETER DRUMMEY | CHIEF HISTORIAN & LIBRARIAN Highest-paid employee | 35 | $143,508 | $12,296 |
| VICTORIA MCKAY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 35 | $110,114 | $39,202 |
| SARA MARTIN | EDITOR IN CHIEF Highest-paid employee | 35 | $123,486 | $13,628 |
| KANISORN WONGSRICHANALAI | DIRECTOR OF RESEARCH Highest-paid employee | 35 | $116,813 | $19,354 |
| MELINDA BARBER | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ELIZABETH A CHANG | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| NANCY COTT | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| MICHAEL A EWALD | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANNETTE GORDON-REED | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| SUSAN W HUNNEWELL | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| G NATHANIEL JEPPSON | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| RENE JONES | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ROBERT KWAK | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANTHONY H LENESS | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ANNE CRAIGE MCNAY | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| CLAIRE NEE NELSON | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JOHN O'LEARY | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| ROBERT G RIPLEY JR | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| PAUL W SANDMAN | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| KATHERINE BABSON JR | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JAMES SEGEL | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| EDWARD L WIDMER | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| JUDITH BRYANT WITTENBERG | TRUSTEE Institutional trustee | 3 | $0 | $0 |
| NEWCOMB STILLWELL | CHAIR Officer | 3 | $0 | $0 |
| BENJAMIN C ADAMS | VICE CHAIR Officer | 3 | $0 | $0 |
| OLIVER F AMES | VICE CHAIR Officer | 3 | $0 | $0 |
| EDWARD BALDINI | TREASURER Officer | 3 | $0 | $0 |
| LEVIN H CAMPBELL JR | SECRETARY Officer | 3 | $0 | $0 |
| G MARSHALL MORIARTY | CHAIR OF ADVISORS Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1154 BOYLSTON ST, BOSTON, MA 02215-3631
- Principal officer (990 for 2024)
- LISA KRASSNER, 1154 BOYLSTON STREET, BOSTON, MA 02215
- Signed the 990
- CRAIG MEYER, CFO
- Phone
- (617) 536-1608
- Website
- WWW.MASSHIST.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROMOTE UNDERSTANDING OF THE HISTORY OF MASSACHUSETTS AND THE NATION BY COLLECTING AND COMMUNICATING MATERIALS AND RESOURCES THAT FOSTER HISTORICAL KNOWLEDGE.
Program accomplishments
- 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.Expenses $6,644,864 · grants $208,938 · revenue $40,405
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2108374
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $165,944,879
- Income (IRS master file)
- $12,509,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,818,587 | $12,793,052 | $165,944,879 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,150,440 | $10,548,645 | $150,496,088 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,698,624 | $9,479,740 | $141,301,396 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $9,533,409 | $8,643,577 | $141,808,297 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2108374).
Questions about MASSACHUSETTS HISTORICAL SOCIETY
- What is the EIN of MASSACHUSETTS HISTORICAL SOCIETY?
- The employer identification number (EIN) of MASSACHUSETTS HISTORICAL SOCIETY is 04-2108374.
- Is MASSACHUSETTS HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to MASSACHUSETTS HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MASSACHUSETTS HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASSACHUSETTS HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASSACHUSETTS HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MASSACHUSETTS HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names LISA KRASSNER.
- Who are the officers and directors of MASSACHUSETTS HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 35 people; 7 received compensation from the organization, the highest $328,912 (CATHERINE ALLGOR, PRESIDENT UNTIL 06/2024).
- How much revenue does MASSACHUSETTS HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,818,587, expenses of $12,793,052 and total assets of $165,944,879 at year end.
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All nonprofits in BOSTON · Massachusetts · Arts, culture and humanities