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Massachusetts · Nonprofit

LEXINGTON HISTORICAL SOCIETY

LEXINGTON HISTORICAL SOCIETY (Massachusetts) receives grants from 25 organizations whose IRS filings report $1,342,528 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($839,896). 14 of them have funded it in more than one year, and 78% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$1.4M
Funders on record
25
Grants received
$1.3M
Net assets
$6.9M
14/25 repeat funderspeak grant-dependency 26%
01What it does

What Lexington Historical Society does

Mission

To be a premier interpreter of the events of april 1775 and steward of the town's history.

As stated on its FY2024 Form 990.

Program

  1. Maintain and operate 3 historic house museums which are open to the public. Includes providing tours of these facilities and educational programs for the benefit of the general public.

    $571,356 spent$187,196 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $571,356.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($491k) Expenses 100 ($613k) Net assets 100 ($5.6M)2018 Revenue 199 ($980k) Expenses 108 ($662k) Net assets 101 ($5.7M)2019 Revenue 116 ($572k) Expenses 109 ($667k) Net assets 108 ($6.1M)2020 Revenue 146 ($717k) Expenses 89 ($546k) Net assets 110 ($6.2M)2021 Revenue 240 ($1.2M) Expenses 110 ($677k) Net assets 126 ($7.1M)2022 Revenue 163 ($801k) Expenses 162 ($993k) Net assets 111 ($6.2M)2023 Revenue 203 ($999k) Expenses 171 ($1.0M) Net assets 109 ($6.1M)2024 Revenue 285 ($1.4M) Expenses 148 ($907k) Net assets 122 ($6.9M)
'17'18'19'20'21'22'23'24
Revenue (285)Expenses (148)Net assets (122)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $6.1M to $7.0M (+14%).

$5.7M
$5.7M
$6.1M
$6.3M
$7.1M
$6.4M
$6.1M
$7.0M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 1% · 2021 8%. Grants only. Government contracts and fees sit inside program revenue.

61% of LEXINGTON HISTORICAL SOCIETY’s revenue is contributions — about as donation-reliant as the typical peer (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

−$122k
’17
$318k
’18
−$95k
’19
$171k
’20
$502k
’21
−$192k
’22
−$51k
’23
$495k
’24
6.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Anne Lee

Executive director

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2023 and FY2024 filings.

'17'18'19'20'21'22'23'24
Listed3028282431302927
Joined·+2+2+7+7+2+2+1
No longer listed·42110333
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 6 funders, grant income rose $27k → $93k.

8 of 25 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 78% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of LEXINGTON HISTORICAL SOCIETY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

LEXINGTON HISTORICAL SOCIETY leans on a few funders — its largest provides 63% of grant income and the top three 74%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

79% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund LEXINGTON HISTORICAL SOCIETY.

63%
largest funder
74%
top three
~2
effective funders

Largest funder’s share by year: 2017 77% · 2018 68% · 2019 75% · 2020 47% · 2021 82% · 2022 56% · 2023 82% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

38% of LEXINGTON HISTORICAL SOCIETY's funders are still giving 3 years after their first grant; 56% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

78% of LEXINGTON HISTORICAL SOCIETY's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $290k that is directly attributable, 81% of it comes from Massachusetts funders.

NY
MA
DE

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $1.1M arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

LEXINGTON HISTORICAL SOCIETY runs a healthier operating margin than three-quarters of the 5,127 arts & culture nonprofits its size.

Operating margin35% · top quartile
Months of reserve6.1mo · above the median
Revenue growth (annualized)16% · above the median

this organization peer median middle 50% of peers· 5,127 arts & culture nonprofits $1M–$10M, FY2024

Government funding LEXINGTON HISTORICAL SOCIETY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $180k on record.

State$180k
17
22
23
24
25
Top programs
  • (PP) STATE AID/POL SUB$180k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like LEXINGTON HISTORICAL SOCIETY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

63% of spending goes to programs.

Program 63%Management 37%Fundraising 0%

Governance

27
board members
96%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990✓Audited financials

Public support

64%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

MA

Screen this organization

A dated, signed PDF of the compliance screen for LEXINGTON HISTORICAL SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds LEXINGTON HISTORICAL SOCIETY?
LEXINGTON HISTORICAL SOCIETY (Massachusetts) receives grants from 25 organizations whose IRS filings report $1,342,528 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($839,896). 14 of them have funded it in more than one year, and 78% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does LEXINGTON HISTORICAL SOCIETY have?
IRS filings report 25 organizations giving $1,342,528 in grants to LEXINGTON HISTORICAL SOCIETY, 14 of which have funded it in more than one year.
Who is the largest funder of LEXINGTON HISTORICAL SOCIETY?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $839,896 in grants. The full list of funders is on this page.
How can an organization like LEXINGTON HISTORICAL SOCIETY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Lexington Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 25 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing