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 2025 filing: $463K revenue, $423K expenses, $4.5M total assets. 26 publicly reported grants to this organization, totaling roughly $466K, appear in IRS filings.

EIN: 522213646 WASHINGTON, DC History Museums NTEE: A54 Latest filing: 2025
Total Revenue$463K
Total Expenses$423K
Total Assets$4.5M
Grant Records26
Funding Total$466K
Filing Years2021–2025

Mission

THE SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY, THROUGH ITS VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG, SHARES, PRESERVES AND ADVANCES KNOWLEDGE OF THE HISTORY OF FINANCIAL REGULATION BY AND THROUGH THE SECURITIES AND EXCHANGE COMMISSION. (CONTINUED ON SCH. O)THIS MISSION IS FULFILLED THROUGH THE VIRTUAL MUSEUM AND ARCHIVE OF FINANCIAL REGULATION, WHICH OFFERS A UNIQUE COLLECTION OF MATERIALS ACCESSIBLE FOR FREE AT WWW.SECHISTORICAL.ORG.

Officers & Directors

TRUSTEE Aaron Lipson
TRUSTEE Alan Dye
TRUSTEE Arian June
TRUSTEE Claudius Modesti
SECRETARY Consuelo Hitchcock
TRUSTEE Daniel Hawke

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
2025 $463K $423K $4.5M
2024 $444K $347K $4.3M
2023 $433K $350K $4.2M
2022 $365K $353K $4.1M
2021 $479K $353K $4.1M

Between 2021 and 2025, reported annual revenue declined from $479K to $463K (-3%), with total assets most recently reported at $4.5M.

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

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