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← OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY AND CULTURE

Form 990 for tax year 2023

Filed by OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY AND CULTURE.

Totals

Total revenue
$3,089,529
Total expenses
$2,217,714
Contributions and grants received
$1,224,892
Grants paid
$32,543
Program service revenue
$88,852
Investment income
$1,673,665
Other revenue
$102,120
Total assets, end of year
$23,728,412
Total liabilities, end of year
$8,033
Net assets or fund balances, end of year
$23,720,379
Program services expenses (Part IX)
$1,381,200
Management and general expenses
$820,904
Fundraising expenses
$15,610
Program service expenses (Part III)
$1,381,200

Program services were 62.3% 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

    $174,657

  • 1e · Government grants (contributions)

    $192,110

  • 1f · All other contributions, gifts and grants

    $858,125

  • 2a · Program service revenue: PUBLICATIONS

    total $60,400 · related or exempt $60,400

  • 2b · Program service revenue: CONFERENCES

    total $28,452 · related or exempt $28,452

  • 3 · Investment income

    total $1,673,665 · excluded $1,673,665

  • 5 · Royalties

    total $101,076 · excluded $101,076

  • 11a · Other revenue: WILLIAM AND MARY QUARTERLY

    total $1,044 · unrelated business $1,044

  • 11e · Other revenue, total

    $1,044

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,250 · program services $6,250

  • 2 · Grants to domestic individuals

    total $26,293 · program services $26,293

  • 11g · Fees: other

    total $1,808,842 · program services $1,137,105 · management and general $671,737

  • 12 · Advertising and promotion

    total $4,636 · management and general $4,636

  • 13 · Office expenses

    total $81,797 · program services $39,592 · management and general $42,173 · fundraising $32

  • 14 · Information technology

    total $21,666 · management and general $21,666

  • 17 · Travel

    total $160,425 · program services $97,889 · management and general $62,536

  • 19 · Conferences, conventions and meetings

    total $51,945 · program services $51,945

  • 22 · Depreciation, depletion and amortization

    total $3,808 · program services $2,540 · management and general $634 · fundraising $634

  • 23 · Insurance

    total $4,322 · management and general $4,322

  • 24a · Other expenses: RECEPTIONS & REFRESHMENTS

    total $16,265 · program services $4,115 · management and general $1,396 · fundraising $10,754

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $9,455 · program services $6,541 · management and general $2,914

  • 24c · Other expenses: RESEARCH & DEVELOPMENT

    total $5,626 · program services $3,223 · management and general $2,403

  • 24d · Other expenses: COMPLIMENTARY BOOKS

    total $5,324 · management and general $1,134 · fundraising $4,190

  • 24e · All other expenses

    total $11,060 · program services $5,707 · management and general $5,353

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $102,922 · end of year $169,695

  • 2 · Savings and temporary cash investments

    beginning of year $1,615,298 · end of year $1,552,172

  • 3 · Pledges and grants receivable

    beginning of year $6,199

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,937 · end of year $1,741

  • 10a · Land, buildings and equipment: cost or other basis

    $65,069

  • 10b · Land, buildings and equipment: accumulated depreciation

    $53,970

  • 10c · Land, buildings and equipment, net

    beginning of year $11,833 · end of year $11,099

  • 12 · Investments: other securities

    beginning of year $21,125,879 · end of year $21,993,705

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,504 · end of year $8,033

  • 27 · Net assets without donor restrictions

    beginning of year $1,898,997 · end of year $1,886,435

  • 28 · Net assets with donor restrictions

    beginning of year $20,949,567 · end of year $21,833,944

Mission and programs · 2023

Mission

FURTHER THE STUDY, RESEARCH, AND PUBLICATION BEARING UPON AMERICAN HISTORY APPROXIMATELY TO THE YEAR 1815.

  • RESEARCH RELATED TO THE EARLY AMERICAN PAST SINCE 1943, THE INSTITUTE HAS BEEN ACTIVE IN DOCUMENTARY RESEARCH AND EDITING, PUBLISHING COLLECTIONS OF MANUSCRIPTS DESERVING CIRCULATION IN PRINT AND NEW EDITIONS OF CLASSIC WORKS NO LONGER AVAILABLE, AS WELL AS ANNOTATED EDITIONS OF THE PAPERS OF A NUMBER OF PROMINENT EARLY AMERICANS

    Expenses $846,571 · Grants $32,543

  • WILLIAM AND MARY QUARTERLY QUARTERLY PRINT AND DIGITAL EDITIONS OF THE WILLIAM AND MARY QUARTERLY, A JOURNAL OF EARLY AMERICAN HISTORY AND CULTURE. THE WILLIAM AND MARY QUARTERLY NURTURES, PUBLISHES, AND REVIEWS IMPORTANT NEW WORK REPRESENTING THE BROADEST CHRONOLOGIES, GEOGRAPHIES, AND THEMES CURRENTLY EXPLORED BY SCHOLARS OF EARLY NORTH AMERICA.

    Expenses $429,549 · Revenue $60,400

  • CONFERENCES, COLLOQUIA, AND OTHER EVENTS THROUGH CONFERENCES, COLLOQUIA, AND OTHER EVENTS THE INSTITUTE HAS PLAYED A MAJOR ROLE SINCE 1952 IN SETTING NEW DIRECTIONS IN EARLY AMERICAN SCHOLARSHIP. CONFERENCES, COLLOQUIA, AND OTHER EVENTS STIMULATE RESEARCH ON SUBJECTS IN NEED OF RENEWED STUDY AND FRESH APPROACHES AND BRING TOGETHER LEADING SCHOLARS TO COMMENT CRITICALLY ON COMMISSIONED HISTORIOGRAPHICAL ESSAYS AND BIBLIOGRAPHIES.

    Expenses $105,080 · Revenue $28,452

As filed on the 2023 return.

Listed in Part VII

  • Anne Marie Stock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary Kelley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paul S Sperry

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael Witgen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sarah Barringer Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cliff Fleet

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary Beth Norton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Annette Gordon-Reed

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Catherine E Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349310891

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