Lebanon Historical Society
Lebanon Historical Society is a private foundation, based in LEBANON, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it made $252K in qualifying distributions. Net investment income was $179K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.6M
+2.8% YoY
Revenue
$491K
-18.5% YoY
Qualifying Distributions
$252K
-6.8% YoY
Expenses
$438K
+3.2% YoY
Under IRS private-foundation payout rules, Lebanon Historical Society reported a distributable amount of $150K for 2025 — the minimum it must pay out in qualifying distributions.
About Lebanon Historical Society
Based on IRS filings
Lebanon Historical Society is a private foundation, based in LEBANON, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it made $252K in qualifying distributions. Net investment income was $179K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,627,098 | $5,472,015 | $5,145,060 |
| Revenue | $491,320 | $602,491 | $1,031,435 |
| Expenses | $437,695 | $423,970 | $362,273 |
| Qualifying Distributions | $252,392 | $270,730 | $273,027 |
| Net Investment Income | $178,745 | $70,601 | $63,388 |
| Distributable Amount | $149,705 | $153,769 | $69,984 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN BARTIZEK | HISTORIC STR | 8 | — |
| MATT FLEGERT | SECRETARY | 2 | — |
| MELISSA J HAYES | PUBLICATIONS | 5 | — |
| RICK KANE | PRESIDENT | 20 | — |
| GREGG LAFONTAINE | FINANCE | 1 | — |
| JOYCE REYNOLDS | PERSONNEL/NO | 3 | — |
| TOM MEYER | COLLECTIONS | 10 | — |
| DAN MOORE | BUILDINGS & | 5 | — |
| DEB MARTIN | TREASURER | 5 | — |
| BLYSE SOBY | MEMBERSHIP | 5 | — |
| ART WALLACE | VICE PRESIDE | 5 | — |
| CHERYL EATON | MEMBER AT-LA | 1 | — |
| LAUREL HENNEBURY | MEMBER AT-LA | 1 | — |
| LAURIE PASTERYAK | MEMBER AT-LA | 1 | — |
| FRANCIS MALOZZI | MEMBER AT-LA | 1 | — |
| IZABELLA GARCEAU | EX-OFFICIO Y | 1 | — |
| ROBERT SLATE | TREASURER EM | — | — |
| ED TOLLMAN | PRESIDENT EM | — | — |
Frequently Asked Questions
How large is Lebanon Historical Society?
As of 2025, Lebanon Historical Society holds $5.6M in total assets with $491K in annual revenue.
How much is Lebanon Historical Society required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lebanon Historical Society reported a distributable amount of $150K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lebanon Historical Society's EIN?
Lebanon Historical Society's EIN (Employer Identification Number) is 06-0942503. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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