NonprofitsSecurities And Exchange Commission Historical Society

Arts, Culture & Humanities

Securities And Exchange Commission Historical Society

WASHINGTON, DC

Total revenue

$444K

Total expenses

$347K

Net assets

$4.3M

Grants received

$175K

20 grants

EIN

522213646

Tax year

2024

Mission

See part iii, line 1.

Financials

FY 2024

Revenue

Contributions & grants$387K
Program service revenue
Investment income$51K
Other revenue$5K
Total revenue$444K

Expenses

Grants paid
Salaries & benefits$216K
Fundraising$72K
Other expenses$131K
Total expenses$347K
Total assets$4.3M
Net assets$4.3M

People

25 listed

NameRoleCompensation

KATHLEEN GRAHAM

EXECUTIVE DIRECTOR

Board

$170K

40 hrs/wk

MEREDITH CROSS

PRESIDENT

Board

1 hrs/wk

LORI RICHARDS

PRESIDENT-ELECT

Board

1 hrs/wk

SHELLEY PARRATT

TREASURER

Board

1 hrs/wk

HAIMA MARLIER

SECRETARY

Board

1 hrs/wk

JEFFREY BOUJOUKOS

VP OF THE MUSEUM

Board

1 hrs/wk

RONALD LONG

VP OF DEVELOPMENT

Board

1 hrs/wk

WILLIAM BAKER

TRUSTEE

Board

0.5 hrs/wk

JAMES BARRATT

TRUSTEE

Board

0.5 hrs/wk

TAMARA BRIGHTWELL

TRUSTEE

Board

0.5 hrs/wk

JAMES BURNS

TRUSTEE

Board

0.5 hrs/wk

PETER CHAN

TRUSTEE

Board

0.5 hrs/wk

SUSAN MARKEL

CHAIRMAN

Board

1 hrs/wk

LISA FAIRFAX

TRUSTEE

Board

0.5 hrs/wk

K SUSAN GRAFTON

TRUSTEE

Board

0.5 hrs/wk

ELIZABETH GRAY

TRUSTEE

Board

0.5 hrs/wk

KEIR GUMBS

TRUSTEE

Board

0.5 hrs/wk

DANIEL HAWKE

TRUSTEE

Board

0.5 hrs/wk

CONSUELO HITCHCOCK

TRUSTEE

Board

0.5 hrs/wk

AARON LIPSON

TRUSTEE

Board

0.5 hrs/wk

LONA NALLENGARA

TRUSTEE

Board

0.5 hrs/wk

ANNETTE NAZARETH

TRUSTEE

Board

0.5 hrs/wk

KRISTOFER SWANSON

TRUSTEE

Board

0.5 hrs/wk

ERICA WILLIAMS

TRUSTEE

Board

0.5 hrs/wk

ALAN DYE

TRUSTEE

Board

0.5 hrs/wk

Grants received

Showing 20 of 20

FromAmountPurposeYear
$15K
GENERAL SUPPORT
2024
$15K
GENERAL SUPPORT
2023
$10K
PROGRAM SUPPORT
2023
$5K
For grant recipient's exempt purposes
2023
$5K
GENERAL SUPPORT
2023
$15K
GENERAL SUPPORT
2022
$7K
For grant recipient's exempt purposes
2022
$5K
GENERAL SUPPORT
2022
$10K
PROGRAM SUPPORT
2021
$10K
PROGRAM SUPPORT
2020
$10K
GENERAL SUPPORT
2020
$6K
For grant recipient's exempt purposes
2020
$5K
GENERAL SUPPORT
2020
$18K
For grant recipient's exempt purposes
2019
$10K
PROGRAM SUPPORT
2019
$1K
GENERAL PURPOSES
2019
$10K
For grant recipient's exempt purposes
2018
$9K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$175K from 6 funders · 20 grants · 2017–2024

Finra Regulation Inc

$55K · 4 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$54K · 6 grants · 2017–2023

Securities Industry And Financial

$40K · 4 grants · 2019–2023

The Sidley Austin Foundation

$15K · 3 grants · 2020–2023

The Winston Foundation Inc

$1K · 1 grant · 2019

Details

EIN522213646
NTEE codeA54
Subsection03
Ruling date2000-04
Formed1999
Employees1
Volunteers82
SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY — Mission, Financials & Grants Received | Grantivo