Form 990 for tax year 2025
Filed by CONNECTICUT HISTORICAL SOCIETY.
Totals
- Total revenue
- $6,635,191
- Total expenses
- $6,199,161
- Contributions and grants received
- $2,848,708
- Grants paid
- $0
- Program service revenue
- $167,739
- Investment income
- $3,603,703
- Other revenue
- $15,041
- Total assets, end of year
- $71,841,017
- Total liabilities, end of year
- $292,283
- Net assets or fund balances, end of year
- $71,548,734
- Program services expenses (Part IX)
- $3,894,999
- Management and general expenses
- $1,250,400
- Fundraising expenses
- $1,053,762
- Program service expenses (Part III)
- $3,894,999
Program services were 62.8% 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.
-
1b · Membership dues
$50,643
-
1e · Government grants (contributions)
$1,340,894
-
1f · All other contributions, gifts and grants
$1,457,171
-
2a · Program service revenue: COLLECTION ACC./RES. CTR.
total $29,903 · excluded $29,903
-
2b · Program service revenue: EDUCATION
total $135,986 · excluded $135,986
-
2c · Program service revenue: EXHIBITS AND PROGRAMS
total $1,850 · excluded $1,850
-
3 · Investment income
total $1,177,350 · excluded $1,177,350
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $2,150
-
6c · Rental income or loss
real property $2,150
-
6d · Net rental income or loss
total $2,150 · excluded $2,150
-
7a · Gross sales of assets other than inventory
securities $10,029,106
-
7b · Less cost or other basis and sales expenses
securities $7,592,689 · other assets $10,064
-
7c · Gain or loss
securities $2,436,417 · other assets -$10,064
-
7d · Net gain or loss
total $2,426,353 · related or exempt $2,426,353
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$11,153
-
10b · Cost of goods sold
$8,488
-
10c · Net income from sales of inventory
total $2,665 · excluded $2,665
-
11a · Other revenue: Deaccessions
total $4,039 · excluded $4,039
-
11b · Other revenue: Miscellaneous
total $6,187 · excluded $6,187
-
11e · Other revenue, total
$10,226
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $305,052 · management and general $82,360 · fundraising $222,692
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,869,773 · program services $1,995,065 · management and general $399,417 · fundraising $475,291
-
8 · Pension plan contributions
total $57,222 · program services $37,216 · management and general $12,625 · fundraising $7,381
-
9 · Other employee benefits
total $447,860 · program services $283,835 · management and general $71,407 · fundraising $92,618
-
10 · Payroll taxes
total $106,873 · program services $70,080 · management and general $18,972 · fundraising $17,821
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,841 · management and general $2,841
-
11c · Fees: accounting
total $29,000 · management and general $29,000
-
11d · Fees: lobbying
total $119,918 · management and general $119,918
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $131,507 · management and general $131,507
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $54,908 · program services $195 · management and general $5 · fundraising $54,708
-
13 · Office expenses
total $278,809 · program services $167,992 · management and general $44,592 · fundraising $66,225
-
14 · Information technology
total $169,715 · program services $10,559 · management and general $120,362 · fundraising $38,794
-
15 · Royalties
total $0
-
16 · Occupancy
total $302,299 · program services $293,312 · management and general $8,137 · fundraising $850
-
17 · Travel
total $63,975 · program services $58,682 · management and general $3,337 · fundraising $1,956
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $35,404 · program services $9,179 · management and general $7,666 · fundraising $18,559
-
20 · Interest
total $980 · program services $822 · management and general $158
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $224,537 · program services $218,466 · management and general $5,438 · fundraising $633
-
23 · Insurance
total $45,056 · program services $27,067 · management and general $17,921 · fundraising $68
-
24a · Other expenses: CONTRACT SERVICES
total $716,204 · program services $547,466 · management and general $142,062 · fundraising $26,676
-
24b · Other expenses: support and fee reductions
total $68,615 · program services $68,615
-
24c · Other expenses: MEMBERSHIP, DUES, SUBSCRIPTION
total $57,109 · program services $13,168 · management and general $18,583 · fundraising $25,358
-
24d · Other expenses: EQUIPMENT RENTAL
total $27,507 · program services $24,646 · management and general $2,763 · fundraising $98
-
24e · All other expenses
total $83,997 · program services $68,634 · management and general $11,329 · fundraising $4,034
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $694,367 · end of year $450,430
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $169,838 · end of year $55,842
-
4 · Accounts receivable
beginning of year $15,155 · end of year $13,760
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $39,377 · end of year $45,007
-
9 · Prepaid expenses and deferred charges
beginning of year $62,909 · end of year $86,296
-
10a · Land, buildings and equipment: cost or other basis
$9,416,902
-
10b · Land, buildings and equipment: accumulated depreciation
$5,689,585
-
10c · Land, buildings and equipment, net
beginning of year $3,924,442 · end of year $3,727,317
-
11 · Investments: publicly traded securities
beginning of year $47,498,665 · end of year $49,990,564
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $16,029,360 · end of year $17,471,801
-
17 · Accounts payable and accrued expenses
beginning of year $360,817 · end of year $161,988
-
19 · Deferred revenue
beginning of year $59,307 · end of year $130,295
-
23 · Secured mortgages and notes payable
beginning of year $100,460
-
27 · Net assets without donor restrictions
beginning of year $24,734,450 · end of year $25,699,384
-
28 · Net assets with donor restrictions
beginning of year $43,179,079 · end of year $45,849,350
Mission and programs · 2025
Mission
The mission of the CHS is to cultivate deep understanding of the history and culture of Connecticut, and its role in America and the world, through reflection of the past, active engagement with the present, and innovation for the future through our collections, research, educational programs, and exhibitions. The CHSs vision is to work with an inclusive audience to promote historical and cultural perspectives as essential tools to connect with others, shape communities, and make informed decisions.
-
COLLECTIONS DEVELOPMENT - MANAGES THE DIVERSE COLLECTIONS MATERIALS (BOOKS, MANUSCRIPTS, FURNITURE, COSTUMES AND MANY OTHER OBJECTS) RELATED TO CONNECTICUT'S MATERIAL CULTURE FROM THE LATE 17TH CENTURY TO THE PRESENT.EDUCATION - PROMOTES THE STUDY AND ENJOYMENT OF CONNECTICUT HISTORY THROUGH SCHOOL GROUP AND ADULT PROGRAMS, TOURS AND OUTREACH ACTIVITIES.COLLECTIONS ACCESS/RESEARCH CENTER - MAINTAINS AND OPERATES A LIBRARY THAT PROVIDES BOOKS, PHOTOGRAPHS, MICROFILMS, GENEALOGY AND OTHER MATERIALS RELEVANT TO CONNECTICUT HISTORY AND MANAGES THE PUBLIC ACCESS TO THE COLLECTIONS USED AND SOUGHT BY RESEARCHERS, GENEALOGISTS AND ACADEMIC SCHOLARS.EXHIBITS AND PROGRAMS - DEVELOPS AND DISPLAYS THEMED EXHIBITIONS RELATED TO VARIOUS ASPECTS OF CONNECTICUT HISTORY, ALONG WITH ACCOMPANYING LECTURES AND BOOK TALKS.Connecticut Cultural Heritage Arts Program - Serves as the state's official folk and traditional arts initiative, working with communities to document, present, and sustain valuable cultural heritage.
Expenses $3,894,999 · Revenue $167,739
As filed on the 2025 return.
Listed in Part VII
-
Robert A Kret
CEO & Exec. Dir
- Total calculated
- $320,916
- From this org
- $291,263
- From related orgs
- $0
- Other
- $29,653
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $291,263
- Bonus
- not reported
- Other
- not reported
- Deferred
- $15,203
- Nontaxable benefits
- $14,450
- Filer's total
- $320,916
-
Jamie O'Brien
Chief Adv. Officer
- Total calculated
- $192,847
- From this org
- $168,245
- From related orgs
- $0
- Other
- $24,602
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $168,245
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,251
- Nontaxable benefits
- $15,351
- Filer's total
- $192,847
-
Ilene FrankILENE FRANK
CHIEF STRAT. OFF
- Total calculated
- $170,081
- From this org
- $154,843
- From related orgs
- $0
- Other
- $15,238
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $154,843
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,985
- Nontaxable benefits
- $7,253
- Filer's total
- $170,081
-
Jason Zammiello
Sen. Dir. of Acc.
- Total calculated
- $114,868
- From this org
- $110,259
- From related orgs
- $0
- Other
- $4,609
- Hours/week
- 50
-
C Paul Beach JrC PAUL BEACH JR
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
David Klein
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Henry ZachsHENRY ZACHS
2ND VICE PRES.
- Total calculated
- $0
- Hours/week
- 2
-
Bichop NawrotBICHOP NAWROT
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Portia Corbett
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Denise Merrill
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Barbara KieferBARBARA KIEFER
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Dixon Mallory
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
George Jepsen
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Andrew McDonald
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Alan Aleia
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Sara ChampionSARA CHAMPION
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ulysses HammondULYSSES HAMMOND
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Beatriz GutierrezBEATRIZ GUTIERREZ
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Michael Cantor
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Sylvia KellySYLVIA KELLY
President
- Total calculated
- $0
- Hours/week
- 2
-
Fiona VernalFIONA VERNAL
1st VICE PRES.
- Total calculated
- $0
- Hours/week
- 2
-
Jason Rojas
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Chuck Coursey
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
David McCaryDAVID MCCARY
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
James WilliamsJAMES WILLIAMS
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Harry Arora
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Kerry Britland
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Joann Price
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Manisha Sinha
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Mark Kohler
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Jay Malcynsky
Trustee
- Total calculated
- $0
- Hours/week
- 2
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 3 September 2026
- IRS schema version
- 2025v4.1
- Source object
- 202642469349300714
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