Washington, D.C. · Nonprofit
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY (Washington, D.C.) receives grants from 18 organizations whose IRS filings report $599,441 to it, the largest being AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ($191,000). 8 of them have funded it in more than one year.
- Revenue FY2025
- $463k
- Funders on record
- 18
- Grants received
- $599k
- Net assets
- $4.4M
What Securities and Exchange Commission Historical Society does
Mission
The Securities and Exchange Commission Historical Society, through its virtual museum and archive at www.sechistorical.org, shares, preserves and advances knowledge of the history of financial regulation by and through the securities and exchange commission. (continued on sch. O)this mission is fulfilled through the virtual museum and archive of financial regulation, which offers a unique collection of materials accessible for free at www.sechistorical.org.
As stated on its FY2025 Form 990.
Program
The online virtual museum and archive at www.sechistorical.org contains a rich resource of primary and unique materials on the creation, growth and impact of capital markets regulation from the 20th century to the present. The virtual museum houses a digital collection of materials selected for inclusion because of the historical importance of the subject matter. To date, the permanent collection includes oral histories, roundtables and panel programs featuring experts from all corners of the securities markets - regulatory, corporate, legislative, investor, and academic - who have had a direct and significant role in, or impact upon, the functioning of the u.s. Capital markets. Other items in the museum include letters, photos, speeches, papers and other materials relevant to the development (continued on schedule o)oversight and history of the securities markets. The museum's collection of materials assists researchers and the public in understanding how the statutes, regulations and policies for the capital markets have developed and been interpreted from the 1900's to the present. Entrance to the virtual museum is free to anyone with internet access.
$187,294 spent100% of program spending
The program described on its FY2025 Form 990. Program spending in total: $187,294.
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 2018 to 2019, from $3.6M to $3.8M (+8%).
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: 2021 13%. Grants only. Government contracts and fees sit inside program revenue.
88% of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 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
Kathleen Graham
Executive director
Board chair
Meredith Cross
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 6 funders to 8 funders, grant income fell $86k → $58k.
4 of 18 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 SECURITIES AND EXCHANGE COMMISSION 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
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY leans on a few funders — its largest provides 32% of grant income and the top three 67%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
85% 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 SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY.
Largest funder’s share by year: 2017 29% · 2018 81% · 2019 69% · 2020 32% · 2021 35% · 2022 48% · 2023 34% — 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
42% of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY's funders are still giving 3 years after their first grant; 44% 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
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY draws 99% of its grant income from funders outside Washington, D.C., across 8 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $111k arriving through sponsors registered in 4 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
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY runs a healthier operating margin than half of the 11,634 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 11,634 arts & culture nonprofits $100k–$1M, FY2025
Organizations like SECURITIES AND EXCHANGE COMMISSION 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 Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
44% of spending goes to programs.
Governance
Public support
78%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 6 states
Screen this organization
A dated, signed PDF of the compliance screen for SECURITIES AND EXCHANGE COMMISSION 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 SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY?
- SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY (Washington, D.C.) receives grants from 18 organizations whose IRS filings report $599,441 to it, the largest being AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ($191,000). 8 of them have funded it in more than one year.
- How many funders does SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY have?
- IRS filings report 18 organizations giving $599,441 in grants to SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, 8 of which have funded it in more than one year.
- Who is the largest funder of SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY?
- AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS is the largest funder on record, with $191,000 in grants. The full list of funders is on this page.
- How can an organization like SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. 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 Securities and Exchange Commission Historical Society →
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 18 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