Rhode Island · Nonprofit
NEWPORT HISTORICAL SOCIETY
NEWPORT HISTORICAL SOCIETY (Rhode Island) receives grants from 56 organizations whose IRS filings report $4,926,365 to it, the largest being ALLETTA MORRIS MCBEAN CHARITABLE TRUST ($873,500). 36 of them have funded it in more than one year.
- Revenue FY2024
- $2.9M
- Funders on record
- 56
- Grants received
- $4.9M
- Net assets
- $9.5M
What Newport Historical Society does
Mission
To collect and preserve the artifacts, photographs, documents, publications and genealogical records that relate to the history of newport county ri; to make these materials readily available for both research and enjoyment; and to act as a resource center for the education of the public about the history of newport county.
As stated on its FY2024 Form 990.
Programs
Collections - preserve and protect objects, artifacts, photographs, manuscripts, and books, and maintain a historical research library which is open to the general public.
$464,832 spent40% of program spendingEducation- educate the public on regional history through means such as walking tours of city, historic site tours, lectures and other programs.
$551,400 spent$180,008 earned by the program48% of program spendingBrick market museum- museum located in newport ri that maintains and displays collections, open to the general public, no admittance fee charged, museum store.properties- maintenance and upkeep of historic properties.
$139,145 spent12% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,155,377.
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.
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 $8.2M to $9.6M (+17%).
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.
Government-grant reliance: 2017 1% · 2018 2% · 2021 17% · 2022 16% · 2023 3% · 2024 1%. Grants only. Government contracts and fees sit inside program revenue.
80% of NEWPORT HISTORICAL SOCIETY’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 7 reported years ran a deficit.
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
Rebecca Bertrand
Executive director
As listed on its FY2024 Form 990.
The chief executive listed changed between the FY2022 and FY2023 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 15 funders to 24 funders, grant income rose $274k → $315k.
10 of 56 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 21% 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 NEWPORT HISTORICAL SOCIETY’s funders (the co-funder graph). Top 30 of 56 funders by total. 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
NEWPORT HISTORICAL SOCIETY has a broad base — no single funder exceeds 18% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
Largest funder’s share by year: 2017 44% · 2018 73% · 2019 33% · 2020 21% · 2021 52% · 2022 28% · 2023 16% — diversifying over time.
“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
42% of NEWPORT HISTORICAL SOCIETY's funders are still giving 3 years after their first grant; 64% give in more than one year at all.
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
NEWPORT HISTORICAL SOCIETY draws 92% of its grant income from funders outside Rhode Island, across 14 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.0M arriving through sponsors registered in 8 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.
Against its field
NEWPORT HISTORICAL SOCIETY runs a healthier operating margin than three-quarters of the 5,136 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 5,136 arts & culture nonprofits $1M–$10M, FY2024
Government funding NEWPORT HISTORICAL SOCIETY receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $719k on record.
- Department of the Interior$533k
- Institute of Museum and Library Services$75k
- National Endowment for the Arts$60k
- National Endowment for the Humanities$51k
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 NEWPORT 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 Rhode Island
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
59% of spending goes to programs.
Governance
Public support
88%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for NEWPORT 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.
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 NEWPORT HISTORICAL SOCIETY?
- NEWPORT HISTORICAL SOCIETY (Rhode Island) receives grants from 56 organizations whose IRS filings report $4,926,365 to it, the largest being ALLETTA MORRIS MCBEAN CHARITABLE TRUST ($873,500). 36 of them have funded it in more than one year.
- How many funders does NEWPORT HISTORICAL SOCIETY have?
- IRS filings report 56 organizations giving $4,926,365 in grants to NEWPORT HISTORICAL SOCIETY, 36 of which have funded it in more than one year.
- Who is the largest funder of NEWPORT HISTORICAL SOCIETY?
- ALLETTA MORRIS MCBEAN CHARITABLE TRUST is the largest funder on record, with $873,500 in grants. The full list of funders is on this page.
- How can an organization like NEWPORT HISTORICAL SOCIETY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Rhode Island. 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 Newport 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 56 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 22, 2026. What this page cannot tell you · view filing