Massachusetts · Nonprofit
WELLESLEY HISTORICAL SOCIETY INC
WELLESLEY HISTORICAL SOCIETY INC (Massachusetts) receives grants from 10 organizations whose IRS filings report $565,235 to it, the largest being THE HAYNES FAMILY FOUNDATION INC ($220,000). 6 of them have funded it in more than one year, and 57% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $1.3M
- Funders on record
- 10
- Grants received
- $565k
- Net assets
- $2.6M
What Wellesley Historical Society Inc does
Mission
To serve as the historical resource center for the town of wellesley; to provide educational programs; to collect, interpret and display materials pertaining to the history of the town and its people; to inspire public involvement in and appreciation of its heritage and culture.
As stated on its FY2025 Form 990.
Program
To continue the process to archive over 33,500 photographs, slides and similar materials and hold over 9,700 artifacts such as furniture, art, commemorative items, period costumes, maps, plans, civil war library, lace embroidery collections and natural history specimens. Answer research inquiries, provide exhibits, lectures and walking tours. Provide scholarships to local students needing assistance to pursue a college education. Provide unpaid internship positions to individuals who helped prepare the organization's education programs and assist with the collections projects.
$253,003 spent100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $253,003.
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 2024 to 2025, from $1.7M to $2.7M (+62%).
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 3%. Grants only. Government contracts and fees sit inside program revenue.
86% of WELLESLEY HISTORICAL SOCIETY INC’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. 3 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
Taylor Kalloch
Executive director
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2017 and FY2018, and between the FY2021 and FY2022 filings.
Who funds it, year by year
2018 → 2023: the base narrowed from 3 funders to 2 funders, grant income fell $214k → $13k.
4 of 10 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 57% 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 WELLESLEY HISTORICAL SOCIETY INC’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
WELLESLEY HISTORICAL SOCIETY INC leans on a few funders — its largest provides 39% of grant income and the top three 83%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
57% 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 WELLESLEY HISTORICAL SOCIETY INC.
Largest funder’s share by year: 2018 93% · 2019 51% · 2020 48% · 2021 93% · 2022 72% · 2023 58% — 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
50% of WELLESLEY HISTORICAL SOCIETY INC's funders are still giving 3 years after their first grant; 60% 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
57% of WELLESLEY HISTORICAL SOCIETY INC'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 $244k that is directly attributable, 91% of it comes from funders outside Massachusetts, across 4 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $322k arriving through sponsors registered in 3 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
WELLESLEY HISTORICAL SOCIETY INC runs a healthier operating margin than three-quarters of the 3,230 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025
Government funding WELLESLEY HISTORICAL SOCIETY INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $2k on record.
- (PP) STATE AID/POL SUB$2k
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 WELLESLEY HISTORICAL SOCIETY 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
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
68% of spending goes to programs.
Governance
Public support
92%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for WELLESLEY HISTORICAL SOCIETY 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.
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 WELLESLEY HISTORICAL SOCIETY INC?
- WELLESLEY HISTORICAL SOCIETY INC (Massachusetts) receives grants from 10 organizations whose IRS filings report $565,235 to it, the largest being THE HAYNES FAMILY FOUNDATION INC ($220,000). 6 of them have funded it in more than one year, and 57% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does WELLESLEY HISTORICAL SOCIETY INC have?
- IRS filings report 10 organizations giving $565,235 in grants to WELLESLEY HISTORICAL SOCIETY INC, 6 of which have funded it in more than one year.
- Who is the largest funder of WELLESLEY HISTORICAL SOCIETY INC?
- THE HAYNES FAMILY FOUNDATION INC is the largest funder on record, with $220,000 in grants. The full list of funders is on this page.
- How can an organization like WELLESLEY HISTORICAL SOCIETY 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 Wellesley 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 10 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