Nonprofit · EIN 04-2104757
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $24,713,504 | $16,156,300 | $8,557,204 | $97,054,844 | $26,454,452 | $70,600,392 |
| August 31, 2024 | 990 | $16,002,411 | $15,622,249 | $380,162 | $85,102,082 | $24,727,133 | $60,374,949 |
| August 31, 2023 | 990 | $15,882,127 | $15,021,019 | $861,108 | $66,422,648 | $10,895,809 | $55,526,839 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $16,650,443
- of which government grants
- $5,275,000
- Program service revenue
- $4,908,184
- Investment income
- $3,157,659
- Royalties
- $121,325
- Net gain from sales of assets
- $2,377,234
- Net income from fundraising events
- -$108,450
- Net income from sales of inventory
- -$38,940
- Other revenue
- -$2,782
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,078,587
- Other salaries and wages
- $6,782,829
- Salaries, compensation and benefits (total)
- $9,667,888
- Professional fundraising fees
- $0
- Legal fees
- $68,485
- Accounting fees
- $79,800
- Occupancy
- $292,828
- Travel
- $277,150
- Depreciation
- $664,892
- Program services (functional)
- $9,418,806
- Management and general (functional)
- $3,267,066
- Fundraising (functional)
- $3,470,428
Balance sheet and other
- Total assets, start of year
- $85,102,082
- Total assets, end of year
- $97,054,844
- Total liabilities, end of year
- $26,454,452
- Net assets, end of year
- $70,600,392
- Land, buildings and equipment
- $31,997,273
- Publicly traded securities
- $36,934,491
- Net assets without donor restrictions
- $32,398,738
- Net assets with donor restrictions
- $38,201,654
- Gross receipts
- $26,360,024
- Employees
- 112
- Volunteers
- 224
- Year formed
- 1845
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RYAN WOODS | PRESIDENT AND CEO Officer | 35 | $290,774 | $46,522 |
| D BRENTON SIMONS | PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER Officer | 35 | $262,149 | $36,769 |
| MEGHAN HALLOCK | CHIEF ADVANCEMENT OFFICER (FORMER) Highest-paid employee | 35 | $214,838 | $34,688 |
| BRUCE BERNIER | CHIEF FINANCIAL OFFICER Officer | 35 | $195,218 | $42,777 |
| EDWARD MACMAHON | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 35 | $187,345 | $43,804 |
| STEVEN SOLOMON | ASSISTANT VICE PRESIDENT OF ADVANCEMENT Highest-paid employee | 35 | $181,920 | $41,899 |
| CURT DICAMILLO | CURATOR Highest-paid employee | 35 | $161,224 | $31,497 |
| GINEVRA MORSE | CHIEF LEARNING AND INTERPRETATION OFFICER Highest-paid employee | 35 | $147,007 | $43,813 |
| DAVID M TREBING | CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| M DAVID SHERRILL | VICE CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| BONNIE REILLY | SECOND VICE CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| JOHN E CORCORAN | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| GERARD A HALPIN III | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| MARK KIMBALL NICHOLS | CORRESPONDING SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| NANCY S MAULSBY | TRUSTEE Trustee or director | 6 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH B VITTON | TRUSTEE Trustee or director | 6 | $0 |
| ERIC N WARD | TRUSTEE Trustee or director | 6 | $0 |
| NORDAHL L BRUE | TRUSTEE Trustee or director | 6 | $0 |
| BRENDA L JOHNSON | TRUSTEE Trustee or director | 6 | $0 |
| JOHN S RANDO JR | TRUSTEE Trustee or director | 6 | $0 |
| HELEN ER SAYLES | TRUSTEE Trustee or director | 6 | $0 |
| MARK T COX IV | TRUSTEE Trustee or director | 6 | $0 |
| ANDREW LANGLOIS | TRUSTEE Trustee or director | 6 | $0 |
| ROBB ALEY ALLAN | TRUSTEE Trustee or director | 6 | $0 |
| JONATHON BUCK TREAT | TRUSTEE Trustee or director | 6 | $0 |
| BRENDA M WILLIAMS | TRUSTEE Trustee or director | 6 | $0 |
| KELI D LEVINE | TRUSTEE Trustee or director | 6 | $0 |
| JO ANNE C MAKELY | TRUSTEE Trustee or director | 6 | $0 |
| BRADY BRIM-DEFOREST | TRUSTEE Trustee or director | 6 | $0 |
| RYAN D TALIAFERRO | TRUSTEE Trustee or director | 6 | $0 |
| THOMAS B HAGEN | TRUSTEE Trustee or director | 6 | $0 |
| SUSAN CARLSON | TRUSTEE Trustee or director | 6 | $0 |
990 for the year ended August 31, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| D BRENTON SIMONS | PRESIDENT EMERITUS AND CHIEF STEWARDSHIP OFFICER Officer | 35 | $529,962 | $49,547 |
| RYAN WOODS | PRESIDENT AND CHIEF EXECUTIVE OFFICER Officer | 35 | $343,716 | $39,275 |
| BRUCE BERNIER | CHIEF FINANCIAL OFFICER Officer | 35 | $186,744 | $46,893 |
| MEGHAN HALLOCK | CHIEF ADVANCEMENT OFFICER (FORMER) Highest-paid employee | 35 | $194,685 | $29,201 |
| STEVEN SOLOMON | ASSISTANT VICE PRESIDENT OF ADVANCEMENT Highest-paid employee | 35 | $175,299 | $43,270 |
| EDWARD MACMAHON | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 35 | $175,490 | $42,253 |
| CURT DICAMILLO | CURATOR Highest-paid employee | 35 | $155,491 | $32,034 |
| DIONNE CARTY JACKSON | ASST. VP FOR INSPIRATIONAL GIVING Highest-paid employee | 35 | $146,005 | $20,308 |
| DAVID M TREBING | CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| M DAVID SHERRILL | VICE CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| BONNIE REILLY | SECOND VICE CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| JOHN E CORCORAN | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| GERARD A HALPIN III | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| MARK KIMBALL NICHOLS | CORRESPONDING SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| NANCY S MAULSBY | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ELIZABETH B VITTON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ERIC N WARD | TRUSTEE Trustee or director | 6 | $0 | $0 |
| NORDAHL L BRUE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| BRENDA L JOHNSON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JOHN S RANDO JR | TRUSTEE Trustee or director | 6 | $0 | $0 |
| HELEN ER SAYLES | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MARK T COX IV | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANDREW LANGLOIS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ROBB ALEY ALLAN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| SUSAN E CARLSON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JONATHON BUCK TREAT | TRUSTEE Trustee or director | 6 | $0 | $0 |
| BRENDA M WILLIAMS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| KELI D LEVINE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JO ANNE C MAKELY | TRUSTEE Trustee or director | 6 | $0 | $0 |
| BRADY BRIM-DEFOREST | TRUSTEE Trustee or director | 6 | $0 | $0 |
| RYAN D TALIAFERRO | TRUSTEE Trustee or director | 6 | $0 | $0 |
| THOMAS B HAGEN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| NANCY CLAY WEBSTER | TRUSTEE (UNTIL 2024) Trustee or director | 6 | $0 | $0 |
990 for the year ended August 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| D BRENTON SIMONS | PRESIDENT & CEO Officer | 35 | $509,259 | $44,937 |
| RYAN WOODS | EVP & COO Officer | 35 | $342,928 | $36,225 |
| BRUCE BERNIER | VP & CFO Officer | 35 | $178,174 | $48,099 |
| EDWARD MACMAHON | ASSISTANT VP OF ADVANCEMENT Highest-paid employee | 35 | $166,472 | $48,802 |
| STEVEN SOLOMON | ASSISTANT VP OF ADVANCEMENT Highest-paid employee | 35 | $169,029 | $40,867 |
| MEGHAN HALLOCK | VP OF ADVANCEMENT Highest-paid employee | 35 | $187,737 | $20,008 |
| CURT DICAMILLO | CURATOR FOR SPECIAL COLLECTIONS Highest-paid employee | 35 | $149,902 | $30,285 |
| CLAIRE CAPUZZI | VP FOR DIGITAL STRATEGY Highest-paid employee | 35 | $117,116 | $18,083 |
| DAVID M TREBING | CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| THOMAS BAILEY HAGEN | VICE CHAIRMAN (UNTIL 4/23) Trustee or director, Officer | 6 | $0 | $0 |
| BONNIE REILLY | SECOND VICE CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 |
| JOHN E CORCORAN | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| NANCY S MAULSBY | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MARK KIMBALL NICHOLS | CORRESPONDING SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| OLIVIA HOOD PARKER | TRUSTEE (UNTIL 4/23) Trustee or director | 6 | $0 | $0 |
| NANCY CLAY WEBSTER | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GERARD A HALPIN III | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| M DAVID SHERRILL | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ELIZABETH B VITTON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| STEVEN J MCCARTHY | TRUSTEE (UNTIL 4/23) Trustee or director | 6 | $0 | $0 |
| ERIC N WARD | TRUSTEE Trustee or director | 6 | $0 | $0 |
| NORDAHL L BRUE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| SUMNER E ANDERSON | TRUSTEE (UNTIL 4/23) Trustee or director | 6 | $0 | $0 |
| BRENDA L JOHNSON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JOHN S RANDO JR | TRUSTEE Trustee or director | 6 | $0 | $0 |
| HELEN ER SAYLES | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MARK T COX IV | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANDREW LANGLOIS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ROBB ALEY ALLAN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| SUSAN E CARLSON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JONATHON BUCK TREAT | TRUSTEE Trustee or director | 6 | $0 | $0 |
| BRENDA M WILLIAMS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| KELI D LEVINE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JO ANNE C MAKELY | TRUSTEE Trustee or director | 6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 99 NEWBURY ST # 101, BOSTON, MA 02116-3007
- Principal officer (990 for 2024)
- BRUCE BERNIER, 97 NEWBURY STREET, BOSTON, MA 02116
- Signed the 990
- BRUCE BERNIER, CHIEF FINANCIAL OFFICER
- Phone
- (617) 536-5740
- Website
- AMERICANANCESTORS.ORG
- Return prepared by
- AAFCPAS INC
Mission
SEE SCHEDULE O...
Program accomplishments
- MEMBER SERVICES: AMERICAN ANCESTORS IS A MEMBER-BASED ORGANIZATION WITH MORE THAN 400,000 INDIVIDUAL AND CORPORATE MEMBERSHIPS AND 2.5 MILLION ONLINE VISITS. MEMBERSHIP HAS NUMEROUS BENEFITS INCLUDING ACCESS TO OVER 1.6 BILLION SEARCHABLE NAMES ON AMERICANANCESTORS.ORG; QUARTERLY DELIVERY OF THE MAGAZINE AMERICAN ANCESTORS AND THE FLAGSHIP JOURNAL OF AMERICAN GENEALOGY, THE REGISTER; DISCOUNTS ON RESEARCH-FOR-HIRE AND CONSULTATION; DISCOUNTS ON BOOKS PUBLISHED BY AMERICAN ANCESTORS; FREE ADMISSION TO THE BRIM-DEFOREST LIBRARY AND SPECIAL COLLECTIONS, NEWSLETTERS AND ITS ASK-A-GENEALOGIST SERVICE; DISCOUNTS ON HOTELS THROUGH HISTORICHOTELS.ORG AND HISTORICHOTELSWORLDWIDE.COM; AND ACCESS TO AMERICAN ANCESTREES, AN ONLINE FAMILY TREE PROGRAM.Expenses $326,345 · revenue $2,132,314
- TOURS, SEMINARS & EVENTS: AMERICAN ANCESTORS HOSTS ONLINE SEMINARS, GUIDED TOURS, CONFERENCES AND EVENTS TO FURTHER KNOWLEDGE OF FAMILY HISTORY. GUIDED RESEARCH TOURS TO LOCATIONS IN THE UNITED STATES, CANADA, AND EUROPE, AS WELL AS RESEARCH PROGRAMS AT THE BRIM-DEFOREST LIBRARY IN BOSTON. EACH PROGRAM INCLUDES INTENSIVE DAYS DEVOTED TO RESEARCH, ONE-ON-ONE CONSULTATIONS, PRESENTATIONS BY AMERICAN ANCESTORS GENEALOGISTS AND LOCAL EXPERTS, AND SOCIAL ACTIVITIES. WE PROVIDE EXCLUSIVE, IN-DEPTH LEARNING OPPORTUNITIES ONLINE AND IN PERSON, INCLUDING MORE THAN 250 ANNUAL LECTURES, SEMINARS, INTENSIVE RESEARCH PROGRAMS, CULTURAL PROGRAMS, AMERICAN INSPIRATION BOOK TALKS, AND SPECIAL EVENTS DESIGNED TO BENEFIT FAMILY HISTORY RESEARCHERS OF ALL LEVELS AND HERITAGE AND CULTURAL ENTHUSIASTS.Expenses $1,990,676 · revenue $1,149,334
- RESEARCH LIBRARY: THE BRIM-DEFOREST LIBRARY HAS BEEN NAMED BY USA TODAY AS A TOP 10 WORLD DESTINATION FOR FAMILY HISTORY. THE PUBLIC, MEMBERS AND VISITORS MAY VISIT THEIR EIGHT-STORY LIBRARY AND ARCHIVE WHERE IT OFFERS THE LARGEST COLLECTION OF ORIGINAL FAMILY HISTORY RESEARCH MATERIALS IN THE COUNTRY. THE COLLECTION, WHICH CONTINUES TO GROW THROUGH ACQUISITION AND PRESERVATION ACTIVITIES, DATES FROM THE FOURTEENTH CENTURY TO THE PRESENT AND SPANS NORTH AMERICA, EUROPE, AND BEYOND. IT INCLUDES MORE THAN 28 MILLION DIARIES, LETTERS, PHOTOGRAPHS, AND OTHER MANUSCRIPTS, AND MORE THAN 250,000 BOOKS AND MICROFORMS.Expenses $2,681,026 · revenue $1,582,493
- WEBSITE: AMERICAN ANCESTORSOFFERS FAMILY HISTORY RESEARCHERS THE MOST-USED GENEALOGICAL SOCIETY WEBSITE IN THE WORLD. AMERICANANCESTORS.ORG PROVIDES ACCESS TO MORE THAN 1.6 BILLION RECORDS SPANNING OVER 25 COUNTRIES COVERING EARLY AMERICAN, NEW ENGLAND, NEW YORK, IRISH, ENGLISH, ITALIAN, SCOTTISH, ATLANTIC AND FRENCH CANADIAN, AFRICAN AMERICAN, NATIVE AMERICAN, CHINESE, JEWISH GENEALOGY, AND MORE, INCLUDING ONE OF THE MOST EXTENSIVE ONLINE COLLECTIONS OF EARLY AMERICAN GENEALOGICAL RECORDS, THE LARGEST SEARCHABLE COLLECTION OF PUBLISHED GENEALOGICAL RESEARCH JOURNALS AND MAGAZINES, AND THE LARGEST COLLECTION OF U.S CATHOLIC RECORDS ONLINE. IN 2018, FAMILY TREE MAGAZINE NOTED AMERICANANCESTORS.ORG AS A BEST GENEALOGY RECORDS WEBSITE, AND AS ONE OF THE BEST GENEALOGY WEBSITES IN THE WORLD.Expenses $2,035,595
- PUBLICATIONS: AMERICAN ANCESTORS IS THE NATION'S LEADING PUBLISHER OF FAMILY HISTORY BOOKS AND PERIODICALS SINCE 1847. THROUGH ITS NEWBURY STREET PRESS AND OTHER PUBLICATION ARMS, THEY PRODUCE THE NEW ENGLAND HISTORICAL AND GENEALOGICAL REGISTER, ITS FLAGSHIP JOURNAL OF AMERICAN GENEALOGY AND THE OLDEST IN THE FIELD, FOCUSING ON AUTHORITATIVE COMPILED GENEALOGIES, AND AMERICAN ANCESTORS MAGAZINE, PUBLISHED QUARTERLY.Expenses $2,158,750 · revenue $28,386
- RETAIL STORE: AMERICAN ANCESTORS SELLS ORIGINAL AND THIRD PARTY BOOKS, CHARTS, AND GIFTS WHICH ARE AVAILABLE FOR PURCHASE ON LINE THROUGH SHOP.AMERICANANCESTORS.ORG AND IN STORE AT ITS 97 NEWBURY STREET HEADQUARTERS.Expenses $226,414
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-2104757
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1922
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $97,054,844
- Income (IRS master file)
- $26,360,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $24,713,504 | $16,156,300 | $97,054,844 | XML |
| 990 | August 2024 | $16,002,411 | $15,622,249 | $85,102,082 | XML |
| 990 | August 2023 | $15,882,127 | $15,021,019 | $66,422,648 | XML |
| 990 | August 2022 | $13,569,592 | $13,007,088 | $58,526,477 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 04-2104757).
Questions about NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC
- What is the EIN of NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC?
- The employer identification number (EIN) of NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC is 04-2104757.
- Is NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1922.
- Are donations to NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC 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 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC?
- The 990 for the year ended August 31, 2025 names BRUCE BERNIER.
- Who are the officers and directors of NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC?
- The 990 for the year ended August 31, 2025 lists 32 people; 8 received compensation from the organization, the highest $290,774 (RYAN WOODS, PRESIDENT AND CEO).
- How much revenue does NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $24,713,504, expenses of $16,156,300 and total assets of $97,054,844 at year end.
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