Nonprofit · EIN 52-2213646
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY
Tax-exempt · WASHINGTON, DC 20004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $462,536 | $422,770 | $39,766 | $4,457,745 | $34,674 | $4,423,071 |
| December 31, 2024 | 990 | $443,864 | $347,383 | $96,481 | $4,321,167 | $28,773 | $4,292,394 |
| December 31, 2023 | 990 | $433,144 | $350,005 | $83,139 | $4,161,586 | $21,318 | $4,140,268 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $408,968
- Program service revenue
- $0
- Investment income
- $53,568
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $217,005
- Salaries, compensation and benefits (total)
- $231,266
- Professional fundraising fees
- $0
- Accounting fees
- $79,958
- Occupancy
- $1,070
- Travel
- $7,823
- Program services (functional)
- $187,294
- Management and general (functional)
- $181,271
- Fundraising (functional)
- $54,205
Balance sheet and other
- Total assets, start of year
- $4,321,167
- Total assets, end of year
- $4,457,745
- Total liabilities, end of year
- $34,674
- Net assets, end of year
- $4,423,071
- Land, buildings and equipment
- $35,284
- Publicly traded securities
- $1,340,114
- Net assets without donor restrictions
- $4,345,571
- Net assets with donor restrictions
- $77,500
- Gross receipts
- $462,536
- Employees
- 1
- Volunteers
- 25
- Year formed
- 1999
- State of legal domicile
- DC
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN GRAHAM | EXECUTIVE DIRECTOR Officer | 40 | $200,688 | $10,385 |
| MEREDITH CROSS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LORI RICHARDS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH GRAY | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| SHELLEY PARRATT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CONSUELO HITCHCOCK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| G JEFFREY BOUJOUKOS | VP OF THE MUSEUM Trustee or director, Officer | 2 | $0 | $0 |
| RONALD LONG | VP OF DEVELOPMENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMES BARRATT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TAMARA BRIGHTWELL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PETER CHAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DOUGLAS DAVISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALAN DYE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LORRAINE ECHAVARRIA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| K SUSAN GRAFTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEIR GUMBS | TRUSTEE Trustee or director | 0.5 | $0 |
| DANIEL HAWKE | TRUSTEE Trustee or director | 1 | $0 |
| ARIAN JUNE | TRUSTEE Trustee or director | 0.5 | $0 |
| AARON LIPSON | TRUSTEE Trustee or director | 0.5 | $0 |
| HAIMA MARLIER | TRUSTEE Trustee or director | 0.5 | $0 |
| CLAUDIUS MODESTI | TRUSTEE Trustee or director | 0.5 | $0 |
| LONA NALLENGERA | TRUSTEE Trustee or director | 0.5 | $0 |
| KRISTOFER SWANSON | TRUSTEE Trustee or director | 0.5 | $0 |
| KEVIN VAUGHN | TRUSTEE Trustee or director | 0.5 | $0 |
| ERICA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVID WOODCOCK | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN GRAHAM | EXECUTIVE DIRECTOR Officer | 40 | $170,000 | $24,516 |
| SUSAN MARKEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MEREDITH CROSS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LORI RICHARDS | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SHELLEY PARRATT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HAIMA MARLIER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY BOUJOUKOS | VP OF THE MUSEUM Trustee or director, Officer | 1 | $0 | $0 |
| RONALD LONG | VP OF DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM BAKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES BARRATT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TAMARA BRIGHTWELL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES BURNS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PETER CHAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALAN DYE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LISA FAIRFAX | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| K SUSAN GRAFTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ELIZABETH GRAY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KEIR GUMBS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DANIEL HAWKE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CONSUELO HITCHCOCK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| AARON LIPSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LONA NALLENGARA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ANNETTE NAZARETH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KRISTOFER SWANSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ERICA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE COBB | EXECUTIVE DIRECTOR (UNTIL 5/31/23) Officer | 40 | $107,508 | $4,615 |
| KATHLEEN GRAHAM | EXECUTIVE DIRECTOR (FROM 06/01/23) Officer | 40 | $92,308 | $13,391 |
| JAMES W BARRATT | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN G MARKEL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MEREDITH B CROSS | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SHELLEY E PARRATT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LORI A RICHARDS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RONALD C LONG | VP-DEVELOPMENT & ENGAGEMEN Trustee or director, Officer | 1 | $0 | $0 |
| G JEFFREY BOUJOUKOS | VP-MUSEUM Trustee or director, Officer | 1 | $0 | $0 |
| LARA ABRASH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| WILLIAM R BAKER III | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES R BURNS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PETER K M CHAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALAN L DYE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LISA M FAIRFAX | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| K SUSAN GRAFTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KEIR GUMBS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DANIEL M HAWKE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERTA S KARMEL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ARTHUR B LABY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HAIMA V MARLIER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KATHRYN B MCGRATH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOAN E MCKOWN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ANNETTE L NAZARETH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KRISTOFER K SWANSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ERICA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 PENNSYLVANIA AVENUE NORTHWEST, WASHINGTON, DC 20004-2514
- In care of
- % THEODORE A LEVINE
- Principal officer (990 for 2025)
- KATHLEEN GRAHAM, 1455 PENNSYLVANIA AVENUE NW 400, WASHINGTON, DC 20004
- Signed the 990
- KATHLEEN GRAHAM, EXECUTIVE DIRECTOR
- Phone
- (202) 549-0158
- Website
- WWW.SECHISTORICAL.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
THE SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, THROUGH ITS VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG, SHARES, PRESERVES AND ADVANCES KNOWLEDGE OF THE HISTORY OF FINANCIAL REGULATION BY AND THROUGH THE SECURITIES AND EXCHANGE COMMISSION. (CONTINUED ON SCH. O)THIS MISSION IS FULFILLED THROUGH THE VIRTUAL MUSEUM AND ARCHIVE OF FINANCIAL REGULATION, WHICH OFFERS A UNIQUE COLLECTION OF MATERIALS ACCESSIBLE FOR FREE AT WWW.SECHISTORICAL.ORG.
Program accomplishments
- THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS RELEVANT TO THE DEVELOPMENT (CONTINUED ON SCHEDULE O)OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.Expenses $187,294
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2213646
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $4,457,745
- Income (IRS master file)
- $462,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $462,536 | $422,770 | $4,457,745 | XML |
| 990 | December 2024 | $443,864 | $347,383 | $4,321,167 | XML |
| 990 | December 2023 | $433,144 | $350,005 | $4,161,586 | XML |
| 990 | December 2022 | $365,109 | $352,696 | $4,065,426 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 52-2213646).
Questions about SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY
- What is the EIN of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY?
- The employer identification number (EIN) of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY is 52-2213646.
- Is SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SECURITIES AND EXCHANGE COMMISSION 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 SECURITIES AND EXCHANGE COMMISSION 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 SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names KATHLEEN GRAHAM.
- Who are the officers and directors of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 26 people; 1 received compensation from the organization, the highest $200,688 (KATHLEEN GRAHAM, EXECUTIVE DIRECTOR).
- How much revenue does SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $462,536, expenses of $422,770 and total assets of $4,457,745 at year end.
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