Nonprofit · EIN 04-2320008
MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS
Tax-exempt (reinstated) · SUDBURY, MA 01776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,560 | $54,995 | -$23,435 | $1,978,853 | $0 | $1,978,853 |
| December 31, 2024 | 990-PF | $30,243 | $40,757 | -$10,514 | $1,683,219 | $0 | $1,683,219 |
| December 31, 2023 | 990-PF | $36,838 | $35,961 | $877 | $1,341,867 | $0 | $1,341,867 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,157
- Other income
- $5,403
Expenses
- Grants and similar amounts paid
- $24,950
- Disbursements for charitable purposes
- $24,950
- Excise tax on investment income
- $70
Balance sheet and other
- Total assets, start of year
- $1,683,219
- Total assets, end of year
- $1,978,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,978,853
- Fair market value of assets
- $1,978,853
- Qualifying distributions
- $24,950
- Net investment income
- $26,157
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Wiegel 665 Boston Post Road, Sudbury, MA 01776 | Treasurer | 0 | $0 |
| William Wood 9 Polito Drive, Worcester, MA 01604 | President | 0 | $0 |
| Gene Kopelson 9 Polito Drive, Worcester, MA 01604 | Vice President | 0 | $0 |
| David Brown 9 Polito Drive, Worcester, MA 01604 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Warner 425 Summer Street, Norwood, MA 02062 | President | 0 | $0 |
| James Wiegel 665 Boston Post Road, Sudbury, MA 01776 | Treasurer | 0 | $0 |
| William Wood 9 Polito Drive, Worcester, MA 01604 | Vice Pres. | 0 | $0 |
| John Johnson 12 Turner Street, Brighton, MA 02135 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Warner 425 Summer Street, Norwood, MA 02062 | President | 0 | $0 |
| James Wiegel 665 Boston Post Road, Sudbury, MA 01776 | Treasurer | 0 | $0 |
| William Wood 9 Polito Drive, Worcester, MA 01604 | Vice Pres. | 0 | $0 |
| John Johnson 12 Turner Street, Brighton, MA 02135 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 665 BOSTON POST RD, SUDBURY, MA 01776-3306
- In care of
- % WILLIAM S WOOD
- Signed the 990-PF
- James Wiegel, Treasurer
- Phone
- (774) 239-3319
- Website
- mhsm.org
- Return prepared by
- Turner & Costa PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2320008
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,978,853
- Income (IRS master file)
- $31,560
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- February 22, 2012
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,560 | $54,995 | $1,978,853 | XML |
| 990-PF | December 2024 | $30,243 | $40,757 | $1,683,219 | XML |
| 990-PF | December 2023 | $36,838 | $35,961 | $1,341,867 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990 | December 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 04-2320008).
Questions about MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS
- What is the EIN of MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS?
- The employer identification number (EIN) of MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS is 04-2320008.
- Is MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
- Are donations to MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MILITARY HISTORICAL SOCIETY OF MASSACHUSETTS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,560, expenses of $54,995 and total assets of $1,978,853 at year end.
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