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Massachusetts · Nonprofit

WINCHESTER HISTORICAL SOCIETY INC

WINCHESTER HISTORICAL SOCIETY INC (Massachusetts) receives grants from 5 organizations whose IRS filings report $54,617 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($48,650). 2 of them have funded it in more than one year, and 89% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$153k
Funders on record
5
Grants received
$55k
Net assets
$679k
2/5 repeat funderspeak grant-dependency 24%
01What it does

What Winchester Historical Society Inc does

Mission

Educational organization to stimulate an interest in winchester, massachusetts' history through public programs; to collect and preserve archival records and artifacts; and to promote scholarship and study of the town's history through the society's website, newsletters and other publications. The organization also promotes and carries out, for the benefit of the general public, the preservation of those significant architectural, historical and cultural resources of winchester, including the sanborn house historical and cultural center.

As stated on its FY2025 Form 990.

Programs

  1. Educational public programs and exhibits related to the history of winchester, massachusetts.

    $11,705 spent
    15% of program spending
  2. Publications of newsletters, books and booklets to educate the public about the history of winchester, massachusetts.

    $1,446 spent
    2% of program spending
  3. Preserve and collect historical treasures, buildings, paintings, prints and maps along with other costumes, artifacts and historical and cultural resources related to the town of winchester, massachusetts, including the sanborn house historical and cultural center.

    $64,974 spent$50,971 earned by the program
    83% of program spending

The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $78,125.

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 ($97k) Expenses 100 ($60k) Net assets 100 ($598k)2018 Revenue 59 ($57k) Expenses 123 ($74k) Net assets 97 ($580k)2019 Revenue 74 ($72k) Expenses 115 ($69k) Net assets 98 ($584k)2020 Revenue 43 ($41k) Expenses 90 ($54k) Net assets 95 ($569k)2021 Revenue 70 ($68k) Expenses 105 ($63k) Net assets 96 ($576k)2022 Revenue 49 ($47k) Expenses 117 ($70k) Net assets 93 ($554k)2023 Revenue 117 ($114k) Expenses 145 ($87k) Net assets 97 ($580k)2024 Revenue 134 ($130k) Expenses 157 ($94k) Net assets 103 ($616k)2025 Revenue 157 ($153k) Expenses 150 ($90k) Net assets 114 ($679k)
'17'18'19'20'21'22'23'24'25
Revenue (157)Expenses (150)Net assets (114)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 2024 to 2025, from $617k to $679k (+10%).

$598k
$581k
$584k
$570k
$576k
$554k
$587k
$617k
$679k
'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

66% of WINCHESTER HISTORICAL SOCIETY INC’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).

This organization
Typical peer · 19,618 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$37k
’17
−$17k
’18
$3k
’19
−$13k
’20
$6k
’21
−$23k
’22
$27k
’23
$36k
’24
$63k
’25
14
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.

'17'18'19'20'21'22'23'24'25
Listed151111101191099
Joined·+0+2+0+3+0+3+1+1
No longer listed·42122221
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 2 funders, grant income fell $23k → $13k.

2 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 89% 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 WINCHESTER 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

WINCHESTER HISTORICAL SOCIETY INC leans on a few funders — its largest provides 89% of grant income and the top three 100%; half comes from just 1 funder.

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

98% 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 WINCHESTER HISTORICAL SOCIETY INC.

89%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2019 100% · 2020 100% · 2021 87% · 2022 100% · 2023 100% — broadly stable.

“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

89% of WINCHESTER 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 $6k that is directly attributable, 100% of it comes from Massachusetts funders.

MA

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

’17
’21
Massachusetts out of state home

Funder states come from each funder’s own filing. $49k arriving through sponsors registered in 2 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

WINCHESTER HISTORICAL SOCIETY INC runs a healthier operating margin than three-quarters of the 12,262 arts & culture nonprofits its size.

Operating margin41% · top quartile
Months of reserve14.3mo · top quartile
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 12,262 arts & culture nonprofits $100k–$1M, FY2025

Government funding WINCHESTER HISTORICAL SOCIETY INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $22k on record.

State$22k
23
24
25
Top programs
  • (PP) STATE AID/POL SUB$22k

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 WINCHESTER 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

05Profile & governance

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

Where the money goes

87% of spending goes to programs.

Program 87%Management 7%Fundraising 6%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

99%

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

Footprint & structure

Files a return copy in 1 state

MA

Screen this organization

A dated, signed PDF of the compliance screen for WINCHESTER 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.

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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 WINCHESTER HISTORICAL SOCIETY INC?
WINCHESTER HISTORICAL SOCIETY INC (Massachusetts) receives grants from 5 organizations whose IRS filings report $54,617 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($48,650). 2 of them have funded it in more than one year, and 89% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does WINCHESTER HISTORICAL SOCIETY INC have?
IRS filings report 5 organizations giving $54,617 in grants to WINCHESTER HISTORICAL SOCIETY INC, 2 of which have funded it in more than one year.
Who is the largest funder of WINCHESTER HISTORICAL SOCIETY INC?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $48,650 in grants. The full list of funders is on this page.
How can an organization like WINCHESTER 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 Winchester 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 5 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