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Massachusetts · Nonprofit

OLD STURBRIDGE INC

OLD STURBRIDGE INC (Massachusetts) receives grants from 99 organizations whose IRS filings report $14,601,247 to it, the largest being FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ($5,000,000). 72 of them have funded it in more than one year.

Revenue FY2025
$17M
Funders on record
99
Grants received
$15M
Net assets
$18M
72/99 repeat funderspeak grant-dependency 26%
01What it does

What Old Sturbridge Inc does

Mission

Old sturbridge village and coggeshall farm, museums and learning resources of new england life, invites each visitor to find meaning, pleasure, relevance and inspiration through the exploration of history.

As stated on its FY2025 Form 990.

Programs

  1. Education and public programming: provided programs and activities for learning about america's history with a focus on early new england during 1790-1840. Interpreters portrayed the daily life, work, and celebrations of early new england communities to nearly 200,000 visitors including 50,000 schoolchildren. Over 50,000 additional visitors participated in various special programs and educational activities.

    $6,047,269 spent$4,212,041 earned by the program
    57% of program spending
  2. Research, curatorial, and library: research into the material and written sources of regional history and efforts to collect and preserve the buildings, objects, hand processes, and cultural patterns of early new englanders. Historical collections include over 50,000 artifacts and 40,000 books and manuscripts.

    $1,692,942 spent
    16% of program spending
  3. Food service: provides catering for on-campus events and convenient on-site food service to visitors.

    $1,245,648 spent$1,048,708 earned by the program
    12% of program spending
  4. Other programs.

    $1,686,150 spent$1,774,564 earned by the program
    16% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $10,672,009.

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 ($12M) Expenses 100 ($11M) Net assets 100 ($6.6M)2018 Revenue 98 ($12M) Expenses 105 ($12M) Net assets 112 ($7.3M)2019 Revenue 95 ($11M) Expenses 102 ($12M) Net assets 99 ($6.5M)2020 Revenue 93 ($11M) Expenses 103 ($12M) Net assets 108 ($7.1M)2021 Revenue 109 ($13M) Expenses 91 ($10M) Net assets 160 ($10M)2022 Revenue 154 ($18M) Expenses 111 ($13M) Net assets 270 ($18M)2023 Revenue 121 ($14M) Expenses 134 ($15M) Net assets 249 ($16M)2024 Revenue 75 ($9.0M) Expenses 87 ($9.8M) Net assets 265 ($17M)2025 Revenue 144 ($17M) Expenses 149 ($17M) Net assets 267 ($18M)
'17'18'19'20'21'22'23'24'25
Revenue (144)Expenses (149)Net assets (267)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 2021 to 2022, from $22M to $28M (+31%).

$15M
$19M
$18M
$19M
$22M
$28M
$28M
$30M
$32M
'17'18'19'20'21'22'23'24'25
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
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2019 2% · 2021 8% · 2022 26% · 2023 4% · 2024 3% · 2025 1%. Grants only. Government contracts and fees sit inside program revenue.

42% of OLD STURBRIDGE INC’s revenue is contributions — about as donation-reliant as the typical peer (58% for the typical peer).

This organization
Typical peer · 812 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.

$622k
’17
−$163k
’18
−$165k
’19
−$581k
’20
$2.7M
’21
$5.9M
’22
−$742k
’23
−$839k
’24
$297k
’25
0.6
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

James E Donahue

CEO/president

Board chair

Cynthia Michener

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed252324292926302926
Joined·+2+5+7+0+3+4+5+3
No longer listed·44206066
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 22 funders to 42 funders, grant income rose $211k → $3.2M.

12 of 99 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% 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 OLD STURBRIDGE INC’s funders (the co-funder graph). Top 30 of 99 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

OLD STURBRIDGE INC leans on a few funders — its largest provides 34% of grant income and the top three 62%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

54% 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 OLD STURBRIDGE INC.

34%
largest funder
62%
top three
~6
effective funders

Largest funder’s share by year: 2017 38% · 2018 28% · 2019 16% · 2020 35% · 2021 74% · 2022 66% · 2023 77% — 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

48% of OLD STURBRIDGE INC's funders are still giving 3 years after their first grant; 73% 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

88% of OLD STURBRIDGE INC's grant income comes from Massachusetts funders.

NH
IL
MI
NY
MA
OH
PA
NJ
CT
RI
CA
MO
KY
NC
DC
TX

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. $2.6M 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.

04Its place in the field

Against its field

OLD STURBRIDGE INC's funding base is broadening — from 22 funders to 42 as grant income climbed.

Operating margin2% · below the median
Months of reserve0.6mo · bottom quartile
Revenue growth (annualized)5% · below the median

this organization peer median middle 50% of peers· 550 arts & culture nonprofits $10M–$100M, FY2025

Government funding OLD STURBRIDGE INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $2.5M on record — $375k federal, $2.1M state.

Federal$375k
grants $375kcontracts $0
17
18
19
20
Top agencies
  • National Endowment for the Humanities$347k
  • Institute of Museum and Library Services$28k
State$2.1M
17
18
19
20
21
22
23
24
25
Top programs
  • (PP) STATE AID/POL SUB$2.1M
  • (EE) ADMINISTRATIVE EXPENSES$408

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 OLD STURBRIDGE INC

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 24%Fundraising 13%

Governance

21
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

72%

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

Footprint & structure

Files a return copy in 4 states

NY
MA
CT
CA

Screen this organization

A dated, signed PDF of the compliance screen for OLD STURBRIDGE INC: 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.

A paid feature, included from the $75 plan up. Sign in to download.

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 OLD STURBRIDGE INC?
OLD STURBRIDGE INC (Massachusetts) receives grants from 99 organizations whose IRS filings report $14,601,247 to it, the largest being FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ($5,000,000). 72 of them have funded it in more than one year.
How many funders does OLD STURBRIDGE INC have?
IRS filings report 99 organizations giving $14,601,247 in grants to OLD STURBRIDGE INC, 72 of which have funded it in more than one year.
Who is the largest funder of OLD STURBRIDGE INC?
FIDELITY NON-PROFIT MANAGEMENT FOUNDATION is the largest funder on record, with $5,000,000 in grants. The full list of funders is on this page.
How can an organization like OLD STURBRIDGE INC 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 Old Sturbridge →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 99 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