Nonprofit · EIN 04-6169825
HARVARD HISTORICAL SOCIETY
Tax-exempt · HARVARD, MA 01451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $131,051 | $96,812 | $34,239 | $1,480,938 | $0 | $1,480,938 |
| December 31, 2024 | 990 | $136,784 | $125,099 | $11,685 | $1,421,264 | $0 | $1,421,264 |
| December 31, 2023 | 990 | $91,357 | $89,999 | $1,358 | $1,180,524 | $0 | $1,180,524 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $45,777
- Membership dues
- $15,726
- Program service revenue
- $3,741
- Investment income
- $81,533
- Net gain from sales of assets
- $49,161
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $29,282
- Depreciation
- $31,908
- Program services (functional)
- $96,812
Balance sheet and other
- Total assets, start of year
- $1,421,264
- Total assets, end of year
- $1,480,938
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,480,938
- Land, buildings and equipment
- $507,699
- Gross receipts
- $165,470
- Employees
- 0
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 |
|---|---|---|---|
| Ruth Bakun | Director Trustee or director | 2 | $0 |
| Pat Jennings | Director Trustee or director | 2 | $0 |
| Carol Landry | Director Trustee or director | 2 | $0 |
| Theodore Maxant | Director Trustee or director | 2 | $0 |
| Claire Rindenello | Director Trustee or director | 2 | $0 |
| Doug Slade | Director Trustee or director | 2 | $0 |
| David Marteney | Director Trustee or director | 2 | $0 |
| Christie Glynn | Director Trustee or director | 2 | $0 |
| Joan Blue | Director Trustee or director | 2 | $0 |
| Donald W Siegrist | President Officer | 5 | $0 |
| STEVE ABRAMS | President Officer | 5 | $0 |
| DENIS WAGNER | Vice President Officer | 5 | $0 |
| Carlene Phillips | Secretary Officer | 5 | $0 |
| Melissa Marteney | Vice President Officer | 5 | $0 |
| Jenny Purnell | Secretary Officer | 5 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA MARTENEY | 1ST VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| DENIS WAGNER | 2ND VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEVE ABRAMS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DONALD SIEGRIST | TREASURER Trustee or director, Officer | 5 | $0 |
| CARLENE PHILLIPS | RECORDING SECRETARY Trustee or director, Officer | 5 | $0 |
| JENNY PURCELL | CORRESPONDING SECRETAR Trustee or director, Officer | 5 | $0 |
| RUTHANN BAKUN | DIRECTOR Trustee or director | 2 | $0 |
| JOAN BLUE | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTIE GLYNN | DIRECTOR Trustee or director | 2 | $0 |
| PAT JENNINGS | DIRECTOR Trustee or director | 2 | $0 |
| CAROL LANDRY | DIRECTOR Trustee or director | 2 | $0 |
| DAVE MARTENEY | DIRECTOR Trustee or director | 2 | $0 |
| THEODORE MAXANT | DIRECTOR Trustee or director | 2 | $0 |
| ELIZA CUTLER | DIRECTOR Trustee or director | 2 | $0 |
| CLAIRE RINDENELLO | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE ABRAMS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DENIS WAGNER | 2ND VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| DON SIEGRIST | TREASURER Trustee or director, Officer | 5 | $0 |
| CARLENE PHILLIPS | RECORDING SECRETARY Trustee or director, Officer | 5 | $0 |
| RUTH BAKUN | DIRECTOR Trustee or director | 2 | $0 |
| PAT JENNINGS | DIRECTOR Trustee or director | 2 | $0 |
| CAROL LANDRY | DIRECTOR Trustee or director | 2 | $0 |
| THEODORE MAXANT | DIRECTOR Trustee or director | 2 | $0 |
| CLAIRE RINDENELLO | DIRECTOR Trustee or director | 2 | $0 |
| DOUG SLADE | DIRECTOR Trustee or director | 2 | $0 |
| DAVID MARTENEY | DIRECTOR Trustee or director | 2 | $0 |
| MELISSA MARTENEY | 1ST VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHRISTIE GLYNN | DIRECTOR Trustee or director | 2 | $0 |
| JENNY PURNELL | CORRESPONDING SECRETARY Trustee or director, Officer | 5 | $0 |
| JOAN BLUE | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 542, HARVARD, MA 01451-0542
- In care of
- % DONALD SIEGRIST
- Signed the 990
- Donald W Siegrist, President
- Phone
- (978) 456-9825
- Return prepared by
- George Dimov
Mission
COLLECTING AND PRESERVING THE HISTORY OF THE TOWN OF HARVARD, MASSACHUSETTS
Program accomplishments
- TO COLLECT AND PRESERVE HISTORICAL MATERIAL AND ARTIFACTS, TO ENCOURAGE RESEARCH INTO LOCAL HISTORY AND TO OFFER HISTORICAL EDUCATION OPPORTUNITIES TO THE COMMUNITYExpenses $96,812
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
- 04-6169825
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,480,938
- Income (IRS master file)
- $165,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $131,051 | $96,812 | $1,480,938 | XML |
| 990 | December 2024 | $136,784 | $125,099 | $1,421,264 | XML |
| 990 | December 2023 | $91,357 | $89,999 | $1,180,524 | XML |
| 990 | December 2022 | $63,219 | $72,984 | $1,179,166 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 04-6169825).
Questions about HARVARD HISTORICAL SOCIETY
- What is the EIN of HARVARD HISTORICAL SOCIETY?
- The employer identification number (EIN) of HARVARD HISTORICAL SOCIETY is 04-6169825.
- Is HARVARD HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to HARVARD HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARVARD 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 HARVARD 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 HARVARD 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 are the officers and directors of HARVARD HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does HARVARD HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $131,051, expenses of $96,812 and total assets of $1,480,938 at year end.
Other nonprofits in HARVARD
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- THE HARVARD TOWN BAND INC EIN 04-2839878 · last filed 990-N for 2025
- GREENHUT ARTIST RESIDENCY INC EIN 39-4076380 · last filed 990-N for 2025
- HARVARD CONSERVATION TRUST EIN 23-7305157 · last filed 990 for 2024
- HAWTHORN FOUNDATION INC EIN 84-3042040 · last filed 990 for 2024
- VILLAGE NURSERY SCHOOL INC EIN 04-2214867 · last filed 990 for 2025
- VIRGINIA THURSTON HEALING GARDEN INC EIN 04-3522717 · last filed 990 for 2025
- HARVARD SPORTSMENS CLUB INC EIN 04-6041323 · last filed 990 for 2024
All nonprofits in HARVARD · Massachusetts · Arts, culture and humanities