Military Historical Society of Massachusetts

WORCESTER, MA EIN: 04-2320008

Military Historical Society of Massachusetts is a private foundation focused on Arts, Culture & Humanities, based in WORCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+25.4% YoY

Annual Giving

$13K

+8.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$4K

+8.0% YoY

Under IRS private-foundation payout rules, Military Historical Society of Massachusetts reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About Military Historical Society of Massachusetts

Based on IRS filings

Military Historical Society of Massachusetts is a private foundation focused on Arts, Culture & Humanities, based in WORCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonCambridgeHyannisLynnSomervilleSudbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$33K$49K$66K20202021202220232024
Metric202420232022
Total Assets$1,683,219$1,341,867$1,162,520
Revenue$30,243$36,838$54,243
Expenses$40,757$35,961$29,457
Qualifying Distributions$12,965$12,000$7,000
Net Investment Income$9,840$18,219
Distributable Amount$1,094$978

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K3 grants20204 grants20212 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

The Wayside Inn Foundation$8KSomerville Historical So…$3KMIT ROTC$3K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Wayside Inn Foundation ($7,500), Somerville Historical Society ($2,965), Mit Rotc ($2,500).

RecipientPurposeAmount
MIT ROTC Cambridge, MADevelop leadershipskills for militaryor civilian careers.$2,500
Somerville Historical Society Somerville, MAFund scholarlyand historicalfocused programs.$2,965
The Wayside Inn Foundation Sudbury, MAFund scholarlyand historicalfocused programs.$7,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
John WarnerPresident
James WiegelTreasurer
William WoodVice Pres.
John JohnsonSecretary

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Military Historical Society of Massachusetts?

Military Historical Society of Massachusetts is a private foundation focused on Arts, Culture & Humanities, based in WORCESTER, MA. It holds $1.7M in total assets as of 2024.

How large is Military Historical Society of Massachusetts?

As of 2024, Military Historical Society of Massachusetts holds $1.7M in total assets with $30K in annual revenue. It awarded 3 grants totaling $13K in 2024.

Where does Military Historical Society of Massachusetts operate?

Military Historical Society of Massachusetts has awarded grants in Massachusetts.

What size grants does Military Historical Society of Massachusetts award?

In 2024, Military Historical Society of Massachusetts awarded 3 grants totaling $13K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Military Historical Society of Massachusetts required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Military Historical Society of Massachusetts reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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