Bath Historical Society
Bath Historical Society is a private foundation, based in BATH, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $45K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$260K
+18.0% YoY
Annual Giving
$5K
-50.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
-50.0% YoY
Under IRS private-foundation payout rules, Bath Historical Society reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
About Bath Historical Society
Based on IRS filings
Bath Historical Society is a private foundation, based in BATH, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $45K.
Ready to take the next step with Bath Historical Society?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $259,723 | $220,070 | $215,874 |
| Revenue | $54,634 | $21,280 | $27,355 |
| Expenses | $14,981 | $17,084 | $11,609 |
| Qualifying Distributions | $14,385 | $16,858 | $11,404 |
| Net Investment Income | $44,782 | $10,515 | $13,172 |
| Distributable Amount | $10,851 | $10,506 | $10,786 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Patten Free Library ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PATTEN FREE LIBRARY BATH, ME | SUPPORT OF HISTORY ROOM | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NATHAN LIPFERT | PRESIDENT | 1 | — |
| ELLEN ENDTER | TREASURER | 1 | — |
| LORENA COFFIN | TRUSTEE | 1 | — |
| MARGARET BARKER | TRUSTEE | 1 | — |
| MARGARET EDWARDS | TRUSTEE | 1 | — |
| JOSEPH MINOTT | TRUSTEE | 1 | — |
| SUSAN PUNDT | TRUSTEE | 1 | — |
| REBECCA ROCHE | TRUSTEE | 1 | — |
| HECTOR CASAS | TREASURER | 1 | — |
| JACK MARTIN | VICE PRESIDENT | 1 | — |
Frequently Asked Questions
How large is Bath Historical Society?
As of 2024, Bath Historical Society holds $260K in total assets with $55K in annual revenue. It awarded 1 grants totaling $5K in 2024.
Where does Bath Historical Society operate?
Bath Historical Society has awarded grants in Maine.
What size grants does Bath Historical Society award?
In 2024, Bath Historical Society awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Bath Historical Society required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bath Historical Society reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bath Historical Society's EIN?
Bath Historical Society's EIN (Employer Identification Number) is 22-2994036. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bath Historical Society's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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