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Nonprofit · EIN 22-2994036

BATH HISTORICAL SOCIETY

Tax-exempt · BATH, ME 04530

Financials

$55K$15K2024$34K$20K2025
Revenue Expenses · by fiscal year end
Financials of BATH HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,236$19,734$14,502$274,225$0$274,225
December 31, 2024990-PF$54,634$14,981$39,653$259,723$0$259,723
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,845
Dividends
$8,345
Interest
$1,129
Net gain from sales of assets
$14,028
Other income
$1,889

Expenses

Grants and similar amounts paid
$7,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$18,654
Excise tax on investment income
$320

Balance sheet and other

Total assets, start of year
$259,723
Total assets, end of year
$274,225
Total liabilities, end of year
$0
Net assets, end of year
$274,225
Fair market value of assets
$261,953
Qualifying distributions
$18,654
Net investment income
$23,502

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.

NameTitleHours / weekCompensation
NATHAN LIPFERT
33 SUMMER ST, BATH, ME 04530
PRESIDENT1$0
MALCOLM PERSEN
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
LORENA COFFIN
33 SUMMER ST, BATH, ME 04530
SECRETARY1$0
MARGARET BARKER
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
MARGARET EDWARDS
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
JOSEPH MINOTT
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
SUSAN PUNDT
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
REBECCA ROCHE
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
HECTOR CASAS
33 SUMMER ST, BATH, ME 04530
TREASURER1$0
JACK MARTIN
33 SUMMER ST, BATH, ME 04530
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
NATHAN LIPFERT
33 SUMMER ST, BATH, ME 04530
PRESIDENT1$0
ELLEN ENDTER
33 SUMMER ST, BATH, ME 04530
TREASURER1$0
LORENA COFFIN
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
MARGARET BARKER
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
MARGARET EDWARDS
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
JOSEPH MINOTT
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
SUSAN PUNDT
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
REBECCA ROCHE
33 SUMMER ST, BATH, ME 04530
TRUSTEE1$0
HECTOR CASAS
33 SUMMER ST, BATH, ME 04530
TREASURER1$0
JACK MARTIN
33 SUMMER ST, BATH, ME 04530
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
33 SUMMER ST, BATH, ME 04530-2632
In care of
% PETER GOODWIN
Mailing address (990-N for 2011)
33 Summer Street, Bath ME 04530
Principal officer (990-N for 2011)
Peter Goodwin, 33 Summer Street, Bath ME 04530
Signed the 990-PF
HECTOR CASAS, TREASURER
Phone
(207) 443-5141
Return prepared by
WILLIAM T RACINE CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2994036
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$274,225
Income (IRS master file)
$34,236

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$21,280$17,084$220,070IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-N for 2011
Officer: Peter Goodwin
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about BATH HISTORICAL SOCIETY

What is the EIN of BATH HISTORICAL SOCIETY?
The employer identification number (EIN) of BATH HISTORICAL SOCIETY is 22-2994036.
Is BATH HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to BATH HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BATH HISTORICAL SOCIETY file?
Form 990-PF. Private foundations file every year.
When is the next return of BATH HISTORICAL SOCIETY 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 BATH HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who is the principal officer of BATH HISTORICAL SOCIETY?
The 990-N for 2011 names Peter Goodwin.
Who are the officers and directors of BATH HISTORICAL SOCIETY?
The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does BATH HISTORICAL SOCIETY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,236, expenses of $19,734 and total assets of $274,225 at year end.

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