Military Historical Society of Massachusetts
Military Historical Society of Massachusetts is a private foundation focused on Arts, Culture & Humanities, based in Sudbury, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 6 grants totaling $25K. Net investment income was $5K.
Military Historical Society of Massachusetts at a glance
In short: Military Historical Society of Massachusetts gave $25K across 6 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,950
- +92.4% vs 2024
- Grants made (2025)
- 6
- +100.0% vs 2024
- Average grant
- $4,158
- -3.8% vs 2024
- Median grant
- $3,250
- Total assets
- $1,978,853
- +17.6% vs 2024
- Primary geography
- Massachusetts (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 Military Historical Society of Massachusetts funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Fort Devens Museum ($9K). Together the top 6 received $25K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Military Historical Society of Massachusetts gives
- Giving grew 256% from 2022 to 2025. Method
- In 2025 it paid out 28% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $7K (2022) to $25K (2025). In 2025 it made 6 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fort Devens Museum Devens, MA | Fund scholarlyand historicalfocused programs. | $9,450 |
| Ancient and Honorable Artillery Company Boston, MA | Fund scholarlyand historicalfocused programs. | $5,000 |
| Marblehead Museum Marblehead, MA | Fund scholarlyand historicalfocused programs. | $3,500 |
| Massachusetts Historical Society Boston, MA | Fund scholarlyand historicalfocused programs. | $3,000 |
| Massachusetts National Guard Museum Concord, MA | Fund scholarlyand historicalfocused programs. | $3,000 |
| Hamilton American Legions Association Hamilton, MA | Fund scholarlyand historicalfocused programs. | $1,000 |
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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 | $1,978,853 | $31,560 | $54,995 | $24,950 | 6 | $24,950 | $5,040 | $89,442 |
| 2024 | $1,683,219 | $30,243 | $40,757 | $12,965 | 3 | $12,965 | $9,840 | $1,094 |
| 2023 | $1,341,867 | $36,838 | $35,961 | $12,000 | 3 | $12,000 | $18,219 | $978 |
| 2022 | $1,162,520 | $54,243 | $29,457 | $7,000 | 2 | $7,000 | — | — |
| 2021 | $1,299,664 | $59,717 | $27,624 | $15,035 | 4 | $15,035 | — | — |
| 2020 | $1,126,941 | $48,702 | $16,264 | $12,771 | 3 | — | — | — |
Under IRS private-foundation payout rules, Military Historical Society of Massachusetts reported a distributable amount of $89K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Military Historical Society of Massachusetts is led by William S. Wood, President since 2025 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
William S. Wood
President
Treasurer → Vice President, 2022
Vice President → President, 2025
On filings since 2020
No compensation reported
James Wiegel
Treasurer
On filings since 2022
No compensation reported
David Brown
Secretary
New on the 2025 filing
No compensation reported
Gene Kopelson
Vice President
New on the 2025 filing
No compensation reported
Former officers (8)
- Former: John C. Johnson (2020–2024) — Secretary
- Former: John Warner (2021–2024) — President
- Former: Paul Lawton (2021–2022) — Director
- Former: Robert Gold (2020–2021) — President
- Former: David Hruban (2020) — President
- Former: Peter Seibert (2020) — Director
- Former: Stephen Taber (2020) — Director
- Former: Wayne Ludwig (2020) — Vice President
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 Military Historical Society of Massachusetts
How much does Military Historical Society of Massachusetts give each year?
Military Historical Society of Massachusetts gave $25K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is Military Historical Society of Massachusetts's typical grant size?
Military Historical Society of Massachusetts's median grant in 2025 was $3,250, and its average grant was $4,158, across 6 grants on its 2025 IRS Form 990-PF.
Where does Military Historical Society of Massachusetts give grants?
Military Historical Society of Massachusetts gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).
Does Military Historical Society of Massachusetts give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Military Historical Society of Massachusetts's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Fund scholarlyand historicalfocused programs." (6 grants).
Who are Military Historical Society of Massachusetts's largest grantees?
Military Historical Society of Massachusetts's largest 2025 grantees include Fort Devens Museum ($9,450), Ancient and Honorable Artillery Company ($5,000) and Marblehead Museum ($3,500), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Military Historical Society of Massachusetts?
Military Historical Society of Massachusetts reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $89K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Military Historical Society of Massachusetts?
Military Historical Society of Massachusetts is a private foundation focused on Arts, Culture & Humanities, based in Sudbury, MA. It holds $2.0M in total assets as of 2025.
What is Military Historical Society of Massachusetts's EIN?
Military Historical Society of Massachusetts's EIN (Employer Identification Number) is 04-2320008. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2020–2025
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Browse active grant opportunities in Military Historical Society of Massachusetts's focus areas in our free grants database
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