Totals
- Total revenue
- $72,681
- Total expenses
- $664,533
- Contributions and grants received
- $0
- Grants paid
- $662,500
- Program service revenue
- $0
- Investment income
- $72,681
- Other revenue
- $0
- Total assets, end of year
- $1,221,402
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,221,402
- Program services expenses (Part IX)
- $662,500
- Management and general expenses
- $2,033
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $662,500
Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $72,681 · excluded $72,681
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $662,500 · program services $662,500
-
11a · Fees: management
total $2,033 · management and general $2,033
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $29,249 · end of year $27,216
-
2 · Savings and temporary cash investments
beginning of year $1,734,981 · end of year $1,161,713
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $49,024 · end of year $32,473
-
17 · Accounts payable and accrued expenses
beginning of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $1,813,254 · end of year $1,221,402
Mission and programs · 2024
Mission
See Schedule O.
-
Washington Papers - the project was established to publish a comprehensive edition of Washington's correspondence, including letters written to Washington as well as letters and documents written by him. The complete edition will consist of approximately eighty-seven volumes. Today there are copies of over 140,000 Washington documents in the project's document room. This is one of the richest collections of American historical manuscripts extant. There is almost no facet of research on life and enterprise in the late colonial and early national periods that will not be enhanced by material from these documents. The publication of Washington's papers will make this source material available not only to scholars but to all Americans interested in the founding of their nation.
Expenses $207,500 · Grants $207,500
-
Adams Papers - the project was founded to prepare a comprehensive published edition of the manuscripts written and received by the family of John Adams of Quincy, Massachusetts. The Adams Family Papers manuscript collection at the Massachusetts Historical Society forms the nucleus of the project. In addition, the editors have gathered over 27,000 copies of Adams items from hundreds of libraries, institutions, and individuals in the United States and abroad. The project's cutoff date is 1889, the year Abigail Brooks Adams died. The editors do not edit the Adams's words; rather they continue the search for Adams documents, select the material to be included in the edition, provide a faithful transcription of the manuscripts, and supply annotation. To date, 46 volumes have been published by Harvard University Press.
Expenses $202,500 · Grants $202,500
-
James Madison - The project was established to publish annotated volumes of the correspondence and writings of James Madison, the Virginia statesman most often remembered for his public service as "Father of the Constitution as fourth president of the United States. The published volumes provide accurate texts of Madison's incoming and outgoing correspondence, informative notes on textual and subject matters, and comprehensive indexes. They are incomparably rich sources for students of Madison's life and valuable research tools for those interested in the general history of the period in which Madison lived (1751-1836).
Expenses $159,000 · Grants $159,000
-
Jefferson Papers - preparing the authoritative and comprehensive edition of the correspondence and papers of our nation's third president. Jefferson's letters are the largest component of the more than 70,000 documents that have been assembled as photocopies from over 900 repositories and private collections worldwide. Careful research and collaborative scholarship produced the first volume, which set new standards for the organization and editorial presentation of historical documents. Forty-four volumes in the chronological series have been published to date. Today, through ongoing chronological and topical publication of the volumes as well as new digital access and multifaceted outreach efforts, this important correspondence in our nation's documentary heritage is made widely available.
Expenses $49,250 · Grants $49,250
-
Benjamin Franklin - The Project is a collaborative undertaking by a team of scholars at Yale University to collect, edit and publish the writings and papers of one of America's most remarkable founding fathers and indeed one of the most extraordinary people this nation has ever produced. His ever-curious and inventive mind explored nearly every aspect of his world, both pragmatic and theoretical, and he corresponded with an astonishing range of men and women of all classes and nearly all professions in America, Great Britain, and Europe. In a life spanning from 1706-1790, his collected papers present a panoramic view of the eighteenth century.
Expenses $44,250 · Grants $44,250
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Hiller B Zobel
Secretary, Trustee
- Total calculated
- $0
-
Joanne B Freeman
Treasurer, Trustee
- Total calculated
- $265,610
- From this org
- $0
- From related orgs
- $206,417
- Other
- $59,193
Schedule J breakdown matched by us
- Base
- $0 + $206,417 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,610 related
- Nontaxable benefits
- $0 + $8,583 related
- Filer's total
- $0 + $265,610 related
-
Robert S Wilentz
Chairman, Trustee
- Total calculated
- $415,600
- From this org
- $0
- From related orgs
- $343,484
- Other
- $72,116
Schedule J breakdown matched by us
- Base
- $0 + $336,788 related
- Bonus
- $0
- Other
- $0 + $6,696 related
- Deferred
- $0 + $42,140 related
- Nontaxable benefits
- $0 + $29,976 related
- Filer's total
- $0 + $415,600 related
-
Alan S Taylor
Trustee through 5/30/24
- Total calculated
- $138,452
- From this org
- $0
- From related orgs
- $125,665
- Other
- $12,787
-
Eric A Brandt
Trustee as of 10/10/24
- Total calculated
- $209,567
- From this org
- $0
- From related orgs
- $190,828
- Other
- $18,739
Schedule J breakdown matched by us
- Base
- $0 + $189,748 related
- Bonus
- $0
- Other
- $0 + $1,080 related
- Deferred
- $0 + $16,896 related
- Nontaxable benefits
- $0 + $1,843 related
- Filer's total
- $0 + $209,567 related
-
Frank Cogliano
Trustee through 6/30/24
- Total calculated
- $0
-
Jane Kamensky
Trustee as of 8/13/24
- Total calculated
- $0
-
John C Van Horne
Trustee
- Total calculated
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$366,500
Research & Publication
-
Massachusetts Historical Society
$202,500
Research & Publication
-
Trustees of Princeton University
$49,250
Research & Publication
-
$44,250
Research & Publication
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Education · CT
Directly controlled by NA
-
501(c)(3) · Education · VA
Directly controlled by NA
-
Trustees of Princeton University
501(c)(3) · Education · NJ
Directly controlled by NA
-
Massachusetts Historical Society
501(c)(3) · Research Library · MA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543219349307804
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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