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New York · Nonprofit

THE SOCIETY OF COLONIAL WARS

THE SOCIETY OF COLONIAL WARS (New York) receives grants from 6 organizations whose IRS filings report $310,650 to it, the largest being BEDELL HOLMES HARNED TRUST FUND ($242,705). 4 of them have funded it in more than one year.

Revenue FY2024
$349k
Funders on record
6
Grants received
$311k
Net assets
$5.8M
4/6 repeat funderspeak grant-dependency 58%
01What it does

What The Society of Colonial Wars does

Mission

Perpetuating among their descendants the memory of the brave and hardy men who assisted in establishing the colonies of america during the period from the settlement of jamestown to the battle of lexington.

As stated on its FY2024 Form 990.

Program

  1. The society preserves documents and artifacts of the colonial period, publishes papers held in its collection, places memorials at historical sites, participates in patriotic observances, awards scholarships and presents an annual book award.

    $266,589 spentof which $5,000 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $266,589.

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 ($356k) Expenses 100 ($191k) Net assets 100 ($4.0M)2018 Revenue 114 ($407k) Expenses 167 ($320k) Net assets 90 ($3.6M)2019 Revenue 103 ($366k) Expenses 169 ($324k) Net assets 109 ($4.3M)2020 Revenue 103 ($367k) Expenses 138 ($264k) Net assets 125 ($5.0M)2021 Revenue 211 ($751k) Expenses 123 ($235k) Net assets 139 ($5.5M)2022 Revenue 63 ($223k) Expenses 122 ($233k) Net assets 104 ($4.2M)2023 Revenue 24 ($85k) Expenses 129 ($247k) Net assets 100 ($4.0M)2024 Revenue 98 ($349k) Expenses 159 ($304k) Net assets 147 ($5.8M)
'17'18'19'20'21'22'23'24
Revenue (98)Expenses (159)Net assets (147)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 $4.3M to $6.1M (+43%).

$4.0M
$3.6M
$4.3M
$5.0M
$5.5M
$4.5M
$4.3M
$6.1M
'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

34% of THE SOCIETY OF COLONIAL WARS’s revenue is contributions — about as donation-reliant as the typical peer (64% for the typical peer).

This organization
Typical peer · 19,547 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$165k
’17
$87k
’18
$43k
’19
$103k
’20
$516k
’21
−$10k
’22
−$162k
’23
$45k
’24
55
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

Diane E Montgomery

Executive director

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed444448444431
Joined·+2+0+0+46+5+5+5
No longer listed·20029518
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $7k → $49k.

From the IRS filings of THE SOCIETY OF COLONIAL WARS’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

THE SOCIETY OF COLONIAL WARS leans on a few funders — its largest provides 78% of grant income and the top three 99%; half comes from just 1 funder.

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

78%
largest funder
99%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% · 2020 85% · 2021 82% · 2022 85% · 2023 80% — 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.

Where its funders are

THE SOCIETY OF COLONIAL WARS draws 98% of its grant income from funders outside New York, across 3 states in all.

IL
NY
MA

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

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

Funder states come from each funder’s own filing. 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

THE SOCIETY OF COLONIAL WARS holds deeper cash reserves than three-quarters of the 17,936 arts & culture nonprofits its size.

Operating margin13% · above the median
Months of reserve55.2mo · top quartile
Revenue growth (annualized)−0% · bottom quartile

this organization peer median middle 50% of peers· 17,936 arts & culture nonprofits $100k–$1M, FY2024

Organizations like THE SOCIETY OF COLONIAL WARS

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 New York

Nationally

05Profile & governance

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

Where the money goes

88% of spending goes to programs.

Program 88%Management 12%Fundraising 0%

Governance

30
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

41%

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

Footprint & structure

Files a return copy in 1 state

NY

Screen this organization

A dated, signed PDF of the compliance screen for THE SOCIETY OF COLONIAL WARS: 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 THE SOCIETY OF COLONIAL WARS?
THE SOCIETY OF COLONIAL WARS (New York) receives grants from 6 organizations whose IRS filings report $310,650 to it, the largest being BEDELL HOLMES HARNED TRUST FUND ($242,705). 4 of them have funded it in more than one year.
How many funders does THE SOCIETY OF COLONIAL WARS have?
IRS filings report 6 organizations giving $310,650 in grants to THE SOCIETY OF COLONIAL WARS, 4 of which have funded it in more than one year.
Who is the largest funder of THE SOCIETY OF COLONIAL WARS?
BEDELL HOLMES HARNED TRUST FUND is the largest funder on record, with $242,705 in grants. The full list of funders is on this page.
How can an organization like THE SOCIETY OF COLONIAL WARS find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

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 6 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