Wakefield Historical Society
Wakefield Historical Society is a private foundation focused on Arts, Culture & Humanities, based in Wakefield, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it made $65K in qualifying distributions. Net investment income was $66K.
Wakefield Historical Society at a glance
- Total assets
- $1,337,926
- +3.3% vs 2024
- Revenue (2025)
- $40,619
- -18.4% vs 2024
- Qualifying distributions (2025)
- $65,048
- -73.3% vs 2024
- Expenses (2025)
- $78,682
- -27.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $1,337,926 | $40,619 | $78,682 | $65,048 | $65,522 | $56,815 |
| 2024 | $1,294,638 | $49,806 | $107,871 | $243,532 | $66,801 | $61,679 |
| 2023 | $1,277,828 | $75,115 | $30,650 | — | $47,771 | — |
| 2022 | $1,204,807 | $398,216 | $35,650 | — | $19,991 | — |
| 2021 | $868,413 | $808,129 | $7,810 | — | $-7,761 | — |
Under IRS private-foundation payout rules, Wakefield Historical Society reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wakefield Historical Society is led by Harold Schroeder, President on every filing since 2021; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Harold Schroeder
President
On filings since 2021
No compensation reported
Janis Oberg
Trustee
Director → Trustee, 2025
On filings since 2021
No compensation reported
Mary Nurmi
Trustee
Director → Trustee, 2025
On filings since 2021
No compensation reported
Michael Salli
Trustee
New on the 2025 filing
No compensation reported
Dennis Ferson
Treasurer
On filings since 2021
No compensation reported
Donna Ferson
Secretary
On filings since 2021
No compensation reported
Isabella Schroeder
Vice President
On filings since 2021
No compensation reported
Former officers (2)
- Former: Nina Fioucci (2022–2024) — Director
- Former: Denise Haas (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "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 Wakefield Historical Society
How large is Wakefield Historical Society?
Wakefield Historical Society reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).
What is Wakefield Historical Society?
Wakefield Historical Society is a private foundation focused on Arts, Culture & Humanities, based in Wakefield, MI. It holds $1.3M in total assets as of 2025.
What is Wakefield Historical Society's EIN?
Wakefield Historical Society's EIN (Employer Identification Number) is 90-0593855. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 26, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Wakefield Historical Society funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
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Figures come from Wakefield Historical Society's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Wakefield Historical Society down — hundreds of funders to go?