Bath Historical Society
Bath Historical Society is a private foundation, based in Bath, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $23K.
Bath Historical Society at a glance
In short: Bath Historical Society gave $8K across 1 grant in 2025 (avg $8K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,500
- +50.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,500
- +50.0% vs 2024
- Median grant
- $7,500
- Total assets
- $274,225
- +5.6% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bath Historical Society funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Patten Free Library ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bath Historical Society gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 156% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2024) to $10K (2023). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Patten Free Library Bath, ME | Support of History Room | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $274,225 | $34,236 | $19,734 | $7,500 | 1 | $18,654 | $23,053 | $11,992 |
| 2024 | $259,723 | $54,634 | $14,981 | $5,000 | 1 | $14,385 | $44,782 | $10,851 |
| 2023 | $220,070 | $21,280 | $17,084 | $10,000 | 1 | $16,858 | $10,515 | $10,506 |
| 2022 | $215,874 | $27,355 | $11,609 | $10,000 | 1 | $11,404 | $13,172 | $10,786 |
| 2021 | $200,128 | $30,543 | $13,467 | $10,000 | 1 | $13,192 | $13,089 | $11,125 |
| 2020 | $183,052 | $29,884 | $12,652 | $10,000 | 1 | — | $11,931 | $9,639 |
Under IRS private-foundation payout rules, Bath Historical Society reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bath Historical Society is led by Nathan Lipfert, President on every filing since 2022; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nathan Lipfert
President
On filings since 2022
1 hr/week
No compensation reported
Joseph Minott
Trustee
On filings since 2022
1 hr/week
No compensation reported
Margaret Barker
Trustee
On filings since 2022
1 hr/week
No compensation reported
Margaret Edwards
Trustee
On filings since 2022
1 hr/week
No compensation reported
Rebecca Roche
Trustee
On filings since 2023
1 hr/week
No compensation reported
Susan Pundt
Trustee
On filings since 2023
1 hr/week
No compensation reported
Malcolm Persen
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Hector Casas
Treasurer
Vice President → Treasurer, 2022
On filings since 2020
1 hr/week
No compensation reported
Jack Martin
Vice President
Trustee → Vice President, 2022
On filings since 2020
1 hr/week
No compensation reported
Lorena Coffin
Secretary
Trustee → Secretary, 2025
On filings since 2022
1 hr/week
No compensation reported
Former officers (10)
- Former: Ellen Endter (2023–2024) — Treasurer
- Former: Elena Vandervoort (2020–2022) — Trustee
- Former: Martin Lakeman (2020–2022) — Trustee
- Former: Mary Small (2020–2022) — Secretary
- Former: Brenda Cummings (2020–2021) — President
- Former: Peter Goodwin (2020–2021) — Treasurer
- Former: Philip Helgerson (2020–2021) — Trustee
- Former: Richard Redlon (2020–2021) — Trustee
- Former: Timothy Richter (2020–2021) — Trustee
- Former: Carolyn Lockwood (2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bath Historical Society
How much does Bath Historical Society give each year?
Bath Historical Society gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is Bath Historical Society?
Bath Historical Society reported $274K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
Where does Bath Historical Society operate?
Bath Historical Society has awarded grants in Maine.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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