SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY

As filed

Subsection

03

NTEE code

A54

Classification

1200

Street

1101 PENNSYLVANIA AVENUE NORTHWEST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• SOUTHERN AFRICA ENTERPRISE

  EIN 58-2154593

Mission and programs · 2025

• THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS RELEVANT TO THE DEVELOPMENT (CONTINUED ON SCHEDULE O)OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.

  Expenses $187,294

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $462,536

  Expenses

  $422,770

  Contributions

  $408,968

  Grants paid

  $0

• 2024

  Revenue

  $443,864

  Expenses

  $347,383

  Contributions

  $387,445

  Grants paid

  $0

• 2023

  Revenue

  $433,144

  Expenses

  $350,005

  Contributions

  $399,830

  Grants paid

  $0

• 2022

  Revenue

  $365,109

  Expenses

  $352,696

  Contributions

  $352,818

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $479,270

  Expenses

  $353,361

  Assets (EOY)

  $4,083,116

• 2020 · 990

  Revenue

  $408,267

  Expenses

  $333,446

  Assets (EOY)

  $3,906,802

• 2019 · 990

  Revenue

  $625,626

  Expenses

  $443,945

  Assets (EOY)

  $3,831,083

• 2018 · 990

  Revenue

  $683,939

  Expenses

  $577,867

  Assets (EOY)

  $3,557,921

• 2017 · 990

  Revenue

  $519,836

  Expenses

  $650,515

  Assets (EOY)

  $3,469,162

• 2016 · 990

  Revenue

  $616,314

  Expenses

  $588,402

  Assets (EOY)

  $3,597,482

• 2015 · 990

  Revenue

  $590,257

  Expenses

  $556,533

  Assets (EOY)

  $3,563,191

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FINRA REGULATION INC

  $15,000

  2024 · GENERAL SUPPORT

• FINRA REGULATION INC

  $15,000

  2023 · GENERAL SUPPORT

• FINRA REGULATION INC

  $15,000

  2022 · GENERAL SUPPORT

• SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION INC

  $10,000

  2024 · PROGRAM SUPPORT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $6,600

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $6,350

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $5,350

  2023 · For grant recipient's exempt purposes

Other IRS files