Public Charity

SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY

SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY is a Public Charity headquartered in WASHINGTON, DC. Financial data from the 2024 filing: $444K revenue, $347K expenses, $4.3M total assets. 26 publicly reported grants to this organization, totaling roughly $466K, appear in IRS filings.

EIN: 522213646 WASHINGTON, DC Latest filing: 2024
Total Revenue$444K
Total Expenses$347K
Total Assets$4.3M
Grant Records26
Funding Total$466K
Filing Years2020–2024

Mission

TO PRESERVE AND SHARE THE HISTORY OF U.S. FINANCIAL MARKETS AND REGULATION. THE MISSION IS ACCOMPLISHED BY GROWING AND MAKING PUBLICLY AVAILABLE OUR COLLECTION OF UNIQUE MATERIALS THROUGH OUR ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG.

Officers & Directors

TRUSTEE Aaron Lipson
TRUSTEE Alan Dye
TRUSTEE Annette Nazareth
TRUSTEE Consuelo Hitchcock
TRUSTEE Daniel Hawke
TRUSTEE Elizabeth Gray

Officer compensation and complete director data available with membership.

Top Grant Purposes

CONTRIBUTION
$185,000 2 grants
GENERAL SUPPORT
$100,000 6 grants
For grant recipient's exempt purposes
$71,850 7 grants
PROGRAM SUPPORT
$60,000 6 grants
Arts, Culture & Humanities
$15,250 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $444K $347K $4.3M
2023 $433K $350K $4.2M
2022 $365K $353K $4.1M
2021 $479K $353K $4.1M
2020 $408K $333K $3.9M

Between 2020 and 2024, reported annual revenue grew from $408K to $444K (+9%), with total assets most recently reported at $4.3M.

Interactive year-over-year charts and full filing details available with membership.

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