Nonprofit · EIN 04-2308455
OLD COLONY HISTORICAL SOCIETY
Tax-exempt · TAUNTON, MA 02780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $801,430 | $453,224 | $348,206 | $6,947,741 | $414 | $6,947,327 |
| December 31, 2024 | 990-PF | $487,002 | $523,658 | -$36,656 | $6,566,121 | $373 | $6,565,748 |
| December 31, 2023 | 990-PF | $491,733 | $439,827 | $51,906 | $6,336,200 | $191 | $6,336,009 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $159,280
- Dividends
- $191,832
- Interest
- $2,408
- Net gain from sales of assets
- $425,236
- Other income
- $19,352
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $212,880
- Disbursements for charitable purposes
- $412,277
Balance sheet and other
- Total assets, start of year
- $6,566,121
- Total assets, end of year
- $6,947,741
- Total liabilities, end of year
- $414
- Net assets, end of year
- $6,947,327
- Fair market value of assets
- $7,983,110
- Qualifying distributions
- $412,277
- Net investment income
- $619,476
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE MACDONALD 16 MAPLE AVE, SHARON, MA 02067 | EXEC DIRECTOR Highest-paid employee | 40 | $68,000 |
| BRONSON MICHAUD 200 1/2 SOUTH WALKER ST, TAUNTON, MA 02780 | CURATOR Highest-paid employee | 40 | $54,616 |
| DR CYNTHIA B RICCIARDI SIX CAPTAIN HARRIS DRIVE, ASSONET, MA 02702 | Director | 2 | $0 |
| ANN TRUCCHI CONDON 23 GABLE LANE, PLYMOUTH, MA 02360 | Treasurer | 2 | $0 |
| DR WILLIAM F HANNA III 68 DUFFY DRIVE, TAUNTON, MA 02780 | President | 2 | $0 |
| CHARLES A THAYER MD 30 DEAN STREET, TAUNTON, MA 02780 | Director | 2 | $0 |
| PIERRE K LOUBEAU 55 RIVER ROAD, TAUNTON, MA 02780 | Director | 2 | $0 |
| PETER G MOZZONE 167 WORCESTER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| WILLIAM NAPOLITANO 26 MAPLE LANE, KINGSTON, MA 02364 | Director | 2 | $0 |
| KATHLEEN M MULHERN 55 SARA DRIVE, TAUNTON, MA 02780 | Vice President | 2 | $0 |
| EILEEN CROCHIERE 224 SOUTH WALKER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| CHRISTOPHER SCULLY 46 SCADDING ST, TAUNTON, MA 02780 | Secretary | 2 | $0 |
| RICHARD L SHAFER 6 DAVENPORT ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| PAUL T ALLISON 869 BURT ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| ERIC B SCHULTZ 47 B SHEFFIELD RD, BOXFORD, MA 01921 | Vice President | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JORDAN H F FIORE 425 WINTHROP STREET, TAUNTON, MA 02780 | Director | 2 | $0 |
| WARREN BISS 523 SOMERSET AVENUE, TAUNTON, MA 02780 | Director | 2 | $0 |
990-PF for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE MACDONALD 16 MAPLE AVE, SHARON, MA 02067 | EXEC DIRECTOR Highest-paid employee | 40 | $65,000 |
| DR CYNTHIA B RICCIARDI SIX CAPTAIN HARRIS DRIVE, ASSONET, MA 02702 | Director | 2 | $0 |
| ANN TRUCCHI CONDON 23 GABLE LANE, PLYMOUTH, MA 02360 | Treasurer | 2 | $0 |
| DR WILLIAM F HANNA III 68 DUFFY DRIVE, TAUNTON, MA 02780 | President | 2 | $0 |
| CHARLES A THAYER MD 30 DEAN STREET, TAUNTON, MA 02780 | Director | 2 | $0 |
| PIERRE K LOUBEAU 55 RIVER ROAD, TAUNTON, MA 02780 | Director | 2 | $0 |
| PETER G MOZZONE 167 WORCESTER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| WILLIAM NAPOLITANO 26 MAPLE LANE, KINGSTON, MA 02364 | Director | 2 | $0 |
| KATHLEEN M MULHERN 55 SARA DRIVE, TAUNTON, MA 02780 | Vice President | 2 | $0 |
| EILEEN CROCHIERE 224 SOUTH WALKER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| CHRISTOPHER SCULLY 46 SCADDING ST, TAUNTON, MA 02780 | Secretary | 2 | $0 |
| RICHARD L SHAFER 6 DAVENPORT ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| PAUL T ALLISON 869 BURT ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| ERIC B SCHULTZ 47 B SHEFFIELD RD, BOXFORD, MA 01921 | Vice President | 2 | $0 |
| JORDAN H F FIORE 425 WINTHROP STREET, TAUNTON, MA 02780 | Director | 2 | $0 |
| WARREN BISS 523 SOMERSET AVENUE, TAUNTON, MA 02780 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE MACDONALD 16 MAPLE AVE, SHARON, MA 02067 | EXEC DIRECTOR Highest-paid employee | 40 | $58,319 |
| DR CYNTHIA B RICCIARDI SIX CAPTAIN HARRIS DRIVE, ASSONET, MA 02702 | Director | 2 | $0 |
| ANN TRUCCHI CONDON 23 GABLE LANE, PLYMOUTH, MA 02360 | Treasurer | 2 | $0 |
| DR WILLIAM F HANNA III 68 DUFFY DRIVE, TAUNTON, MA 02780 | President | 2 | $0 |
| CHARLES A THAYER MD 30 DEAN STREET, TAUNTON, MA 02780 | Vice President | 2 | $0 |
| PIERRE K LOUBEAU 55 RIVER ROAD, TAUNTON, MA 02780 | Director | 2 | $0 |
| DEAN LARABEE III 151 BAYVIEW AVE, BERKLEY, MA 02779 | Director | 2 | $0 |
| COLLEEN C KARSNER 15 ARDMORE ST, EAST FALMOUTH, MA 02536 | Secretary | 2 | $0 |
| PETER G MOZZONE 167 WORCESTER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| WILLIAM NAPOLITANO 26 MAPLE LANE, KINGSTON, MA 02364 | Director | 2 | $0 |
| KATHLEEN M MULHERN 55 SARA DRIVE, TAUNTON, MA 02780 | Vice President | 2 | $0 |
| EILEEN CROCHIERE 224 SOUTH WALKER ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| CHRISTOPHER SCULLY 46 SCADDING ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| RICHARD L SHAFER 6 DAVENPORT ST, TAUNTON, MA 02780 | Director | 2 | $0 |
| PAUL T ALLISON 869 BURT ST, TAUNTON, MA 02780 | Vice President | 2 | $0 |
| ERIC B SCHULTZ 47 B SHEFFIELD RD, BOXFORD, MA 01921 | Director | 2 | $0 |
| JORDAN H F FIORE 425 WINTHROP STREET, TAUNTON, MA 02780 | Ass. Treasurer | 2 | $0 |
| WARREN BISS 523 SOMERSET AVENUE, TAUNTON, MA 02780 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 66 CHURCH GRN, TAUNTON, MA 02780-3445
- Signed the 990-PF
- ANN TRUCCHI CONDON, Treasurer
- Phone
- (508) 822-1622
- Return prepared by
- LEAHY CODY & ODONNELL LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2308455
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1941
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,947,741
- Income (IRS master file)
- $1,940,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $801,430 | $453,224 | $6,947,741 | IRS |
| 990-PF | December 2024 | $487,002 | $523,658 | $6,566,121 | IRS |
| 990-PF | December 2023 | $491,733 | $439,827 | $6,336,200 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2308455).
Questions about OLD COLONY HISTORICAL SOCIETY
- What is the EIN of OLD COLONY HISTORICAL SOCIETY?
- The employer identification number (EIN) of OLD COLONY HISTORICAL SOCIETY is 04-2308455.
- Is OLD COLONY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to OLD COLONY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does OLD COLONY HISTORICAL SOCIETY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OLD COLONY HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLD COLONY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OLD COLONY HISTORICAL SOCIETY?
- The 990-PF for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $68,000 (KATHERINE MACDONALD, EXEC DIRECTOR).
- How much revenue does OLD COLONY HISTORICAL SOCIETY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $801,430, expenses of $453,224 and total assets of $6,947,741 at year end.
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