Nonprofit · EIN 04-2347130
BABSON HISTORICAL ASSOCIATION INC
Tax-exempt · GLOUCESTER, MA 01930
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $44,786 | $41,257 | $3,529 | $431,675 | $3,960 | $427,715 |
| June 30, 2024 | 990-PF | $67,655 | $75,836 | -$8,181 | $427,785 | $3,599 | $424,186 |
| June 30, 2023 | 990-PF | $66,506 | $55,033 | $11,473 | $452,531 | $20,164 | $432,367 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $20,389
- Interest
- $757
- Net gain from sales of assets
- $22,640
Expenses
- Grants and similar amounts paid
- $15,000
- Salaries, compensation and benefits (total)
- $2,358
- Disbursements for charitable purposes
- $34,997
- Excise tax on investment income
- $227
Balance sheet and other
- Total assets, start of year
- $427,785
- Total assets, end of year
- $431,675
- Total liabilities, end of year
- $3,960
- Net assets, end of year
- $427,715
- Fair market value of assets
- $1,225,064
- Qualifying distributions
- $34,997
- Net investment income
- $22,640
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW M BABSON 1 BLACKBURN DRIVE, GLOUCESTER, MA 01930 | TREASURER | 0 | $0 |
| ROBERT G BABSON 34 INDIAN HILL ROAD, MEDFIELD, MA 02052 | PRESIDENT | 0 | $0 |
| KATHERINE L BABSON JR 27 CLOVELLY ROAD, WELLESLEY HILLS, MA 02481 | ASSISTANT TR | 0 | $0 |
| MARCIA B ROGERS 136 NECK ROAD, HAVERHILL, MA 01835 | TRUSTEE | 0 | $0 |
| AMANDA L BABSON 61 INEZ STREET, KINGSTON, RI 02881 | SECRETARY | 0 | $0 |
| MARK R BABSON 25 LANCASTER MEADOWS, WEST BOYLSTON, MA 01583 | VICE PRESIDENT | 0 | $0 |
| DAVID L BABSON III 1001 DICKINSON CIRCLE, RALEIGH, NC 27614 | TRUSTEE | 0 | $0 |
| ANDREW NC BABSON 141 SUMMIT TERRACE, BRYN MAWR, PA 19010 | TRUSTEE | 0 | $0 |
| MARGARET C BABSON 28 LEICESTER ST UNIT 2, BRIGHTON, MA 02135 | TRUSTEE | 0 | $0 |
| KATHLEEN HANZELI 31735 224TH PL SE, BLACK DIAMOND, WA 98010 | TRUSTEE | 0 | $0 |
| STEPHANIE BABSON 181 RIDGEWOOD DRIVE, LEOMINSTER, MA 01453 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW M BABSON 1 BLACKBURN DRIVE, GLOUCESTER, MA 01930 | TREASURER | 0 | $0 |
| ROBERT G BABSON 34 INDIAN HILL ROAD, MEDFIELD, MA 02052 | PRESIDENT | 0 | $0 |
| KATHERINE L BABSON JR 27 CLOVELLY ROAD, WELLESLEY HILLS, MA 02481 | ASSISTANT TR | 0 | $0 |
| MARCIA B ROGERS 136 NECK ROAD, HAVERHILL, MA 01835 | TRUSTEE | 0 | $0 |
| AMANDA L BABSON 61 INEZ STREET, KINGSTON, RI 02881 | SECRETARY | 0 | $0 |
| MARK R BABSON 25 LANCASTER MEADOWS, WEST BOYLSTON, MA 01583 | VICE PRESIDENT | 0 | $0 |
| DAVID L BABSON III 1001 DICKINSON CIRCLE, RALEIGH, NC 27614 | TRUSTEE | 0 | $0 |
| ANDREW NC BABSON 141 SUMMIT TERRACE, BRYN MAWR, PA 19010 | TRUSTEE | 0 | $0 |
| MARGARET C BABSON 28 LEICESTER ST UNIT 2, BRIGHTON, MA 02135 | TRUSTEE | 0 | $0 |
| ANNE B CARTER 44 RIVER ROAD, HANOVER, NH 03755 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW M BABSON 1 BLACKBURN DRIVE, GLOUCESTER, MA 01930 | TREASURER | 0 | $0 |
| ROBERT G BABSON 34 INDIAN HILL ROAD, MEDFIELD, MA 02052 | PRESIDENT | 0 | $0 |
| KATHERINE L BABSON JR 27 CLOVELLY ROAD, WELLESLEY HILLS, MA 02481 | ASSISTANT TR | 0 | $0 |
| MARCIA B ROGERS 136 NECK ROAD, HAVERHILL, MA 01835 | TRUSTEE | 0 | $0 |
| AMANDA L BABSON 61 INEZ STREET, KINGSTON, RI 02881 | SECRETARY | 0 | $0 |
| MARK R BABSON 25 LANCASTER MEADOWS, WEST BOYLSTON, MA 01583 | VICE PRESIDENT | 0 | $0 |
| DAVID L BABSON III 1001 DICKINSON CIRCLE, RALEIGH, NC 27614 | TRUSTEE | 0 | $0 |
| ANDREW NC BABSON 141 SUMMIT TERRACE, BRYN MAWR, PA 19010 | TRUSTEE | 0 | $0 |
| MARGARET C BABSON 28 LEICESTER ST UNIT 2, BRIGHTON, MA 02135 | TRUSTEE | 0 | $0 |
| ANNE B CARTER 44 RIVER ROAD, HANOVER, NH 03755 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 BLACKBURN DR, GLOUCESTER, MA 01930-2237
- In care of
- % KATHERINE L BABSON JR
- Signed the 990-PF
- MATTHEW M BABSON, TREASURER
- Phone
- (978) 283-7010
- Website
- WWW.BABSONHISTORICAL.ORG
- Return prepared by
- Babson & Company
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2347130
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1959
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $431,675
- Income (IRS master file)
- $67,365
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $44,786 | $41,257 | $431,675 | IRS |
| 990-PF | June 2024 | $67,655 | $75,836 | $427,785 | IRS |
| 990-PF | June 2023 | $66,506 | $55,033 | $452,531 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 04-2347130).
Questions about BABSON HISTORICAL ASSOCIATION INC
- What is the EIN of BABSON HISTORICAL ASSOCIATION INC?
- The employer identification number (EIN) of BABSON HISTORICAL ASSOCIATION INC is 04-2347130.
- Is BABSON HISTORICAL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to BABSON HISTORICAL ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BABSON HISTORICAL ASSOCIATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BABSON HISTORICAL ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BABSON HISTORICAL ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BABSON HISTORICAL ASSOCIATION INC?
- The 990-PF for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does BABSON HISTORICAL ASSOCIATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $44,786, expenses of $41,257 and total assets of $431,675 at year end.
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