To provide funding and guidance for research, preservation and display of historical materials of Smith & Wesson.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$203K
+19% vs prior year
Spent
$213K
To programs
100%
Net assets
$93K
By yearFY2020–FY2025
Revenue
$203K
FY2025▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$167K
FY2021$185K
FY2022$199K
FY2023$139K
FY2024$170K
FY2025$203K
Net assets
$93K
FY2025▲ +52%
Tap a bar for its year
Net assets by fiscal year
FY2020$137K
FY2021$176K
FY2022$178K
FY2023$138K
FY2024$61K
FY2025$93K

From the FY2025 Form 990 (year ending May 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $213K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Michael Helms’s $12K as Treasurer is at the 9th percentile of top reported officer pay among 2216 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Smith & Wesson Historicalfoundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds and guides research, preservation, and display of historical Smith & Wesson materials.

Questions for Smith & Wesson Historicalfoundation

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Provided by the organization

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3 programs · $213K · in their own filed words · FY2024
01

Fund the digital reproduction and indexing of the smith & wesson factory records at connecticut valley historical museum.

$213Kprogram expense
02

Work with lyman and merrie wood museum of springfield history and smith & wesson to insure a continuous flow of "factory letters- and other access to research information.

Pt IX · col B
03

Purchase historically significant smith & wesson materials for preservation at connecticut valley historical museum.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$203K
Ln 12
Gifts and grantsLn 1h$203K
Money outPt IX
$213K
Ln 25
Programscol B$213K
Owns and owesPt X
$93K
net assets · Ln 32
Cash and savingsLn 1–2$93K
Total assetsLn 16$93K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$203K
Total revenueLn 12$203K
Assets in detailPt X, end of year
CashLn 1$93K
Cash and savings togetherLn 1–2$93K
Total assetsLn 16$93K
LiabilitiesLn 26$0
Net assetsLn 32$93K
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$104K$93K
Total assetsLn 16$104K$93K
LiabilitiesLn 26$0$0
Net assetsLn 32$104K$93K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$129K$129K
Office expensesLn 13$6K$6K
Other expenses (24a–d)Ln 24$68K$68K
All other expensesLn 24e$10K$10K
Total functional expensesLn 25$213K$213K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $203K$213K−$11K$93K 990 PDF
FY2024 $170K$61K 990 PDF
FY2023 $139K$138K 990 PDF
FY2022 $199K$178K 990 PDF
FY2021 $185K$176K 990 PDF
FY2020 $167K$137K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $202,611 revenue, 12 lines filed
I-8 Contributions and grants$202,611
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$202,611
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$129,339
I-16a Professional fundraising fees$0
I-17 Other expenses$83,967
I-18 Total expenses$213,306
I-19 Revenue less expenses−$10,695
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $202,611 across 3 lines filed
VIII-1f All other contributions, gifts and grants$202,611
VIII-1h Total contributions, gifts and grants$202,611
VIII-12 Total revenue$202,611
Part IX · Statement of functional expenses $213,306 across 4 lines filed
IX-7 Other salaries and wagesPrograms $129,339$129,339
IX-13 Office expensesPrograms $5,857$5,857
IX-24 Other expenses (24a–d)Programs $68,343$68,343
IX-24e All other expensesPrograms $9,767$9,767
IX-25 Total functional expensesPrograms $213,306 · Management $0 · Fundraising $0$213,306
Part X · Balance sheet $93,488 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $104,183$93,488
X-16 Total assetsStart of year $104,183$93,488
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $104,183$93,488
X-32 Total net assets or fund balancesStart of year $104,183$93,488
X-33 Total liabilities and net assetsStart of year $104,183$93,488
Part XI · Reconciliation of net assets $93,488 net assets at year end
XI-1 Total revenue$202,611
XI-2 Total expenses$213,306
XI-3 Revenue less expenses−$10,695
XI-4 Net assets at start of year$104,183
XI-10 Net assets at end of year$93,488

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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