Nonprofit · EIN 23-7266899
SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS
Tax-exempt · PHILADELPHIA, PA 19122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $490,504 | $515,140 | -$24,636 | $2,745,114 | $0 | $2,745,114 |
| December 31, 2024 | 990-PF | $586,798 | $443,099 | $143,699 | $2,517,050 | $0 | $2,517,050 |
| December 31, 2023 | 990-PF | $479,178 | $483,766 | -$4,588 | $2,267,457 | $0 | $2,267,457 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $26,976
- Dividends
- $70,961
- Interest
- $10
- Net gain from sales of assets
- $36,347
- Other income
- $356,210
Expenses
- Grants and similar amounts paid
- $82,894
- Disbursements for charitable purposes
- $93,244
- Excise tax on investment income
- $1,362
Balance sheet and other
- Total assets, start of year
- $2,517,050
- Total assets, end of year
- $2,745,114
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,745,114
- Fair market value of assets
- $2,717,202
- Qualifying distributions
- $93,244
- Net investment income
- $110,088
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 |
|---|---|---|---|
| Sarah Snyder 1115 W Berks Street Floor 9, Philadelphia, PA 19122 | Vice President | 2 | $0 |
| Jay Sexton 1115 W Berks Street Floor 9, Philadelphia, PA 19122 | President | 5 | $0 |
| Amy Sayward 1301 E Main Street, Murfreesboro, TN 37132 | Executive Director Emeritus | 2 | $0 |
| Richard Immerman 700 Locust St Apt A3, Philadelphia, PA 19106 | Executive Director | 10 | $0 |
| Kaete OConnell 1115 W Berks Street Floor 9, Philadelphia, PA 19122 | Deputy Director | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL LERNER 423 PIEDMONT RD, COLUMBUS, OH 43214 | VICE PRESIDENT | 2 | $0 |
| MARY ANN HEISS PO BOX 5190, KENT, OH 44242 | PRESIDENT | 5 | $0 |
| AMY SAYWARD 1301 E MAIN ST, MURFREESBORO, TN 37132 | EXECUTIVE DIRECTOR | 10 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL LERNER 423 PIEDMONT RD, COLUMBUS, OH 43214 | VICE PRESIDENT | 2 | $0 |
| MARY ANN HEISS PO BOX 5190, KENT, OH 44242 | PRESIDENT | 5 | $0 |
| AMY SAYWARD 1301 E MAIN ST, MURFREESBORO, TN 37132 | EXECUTIVE DIRECTOR | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1115 W BERKS STREET FLOOR 9, PHILADELPHIA, PA 19122-6006
- In care of
- % RICHARD IMMERMAN
- Signed the 990-PF
- RICHARD IMMERMAN, Executive Director
- Phone
- (610) 209-0457
- Website
- www.shafr.org
- Return prepared by
- Jonathan Furlow 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 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
- 23-7266899
- 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
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,745,114
- Income (IRS master file)
- $917,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $490,504 | $515,140 | $2,745,114 | XML |
| 990-PF | December 2024 | $586,798 | $443,099 | $2,517,050 | XML |
| 990-PF | December 2023 | $479,178 | $483,766 | $2,267,457 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-7266899).
Questions about SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS
- What is the EIN of SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS?
- The employer identification number (EIN) of SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS is 23-7266899.
- Is SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS 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 SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS 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 SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $490,504, expenses of $515,140 and total assets of $2,745,114 at year end.
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