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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6069161

LOWELL HISTORICAL SOCIETY

Tax-exempt · LOWELL, MA 01853

Financials

$38K$11K2021$57K$22K2023$56K$22K2024$66K$22K2025
Revenue Expenses · by fiscal year end
Financials of LOWELL HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-EZ$66,392$21,649$44,743$401,385–$401,385
April 30, 2025990-EZ$55,540$21,716$33,824$356,643–$356,643
April 30, 2024990-EZ$57,322$22,243$35,079$322,817–$322,817
April 30, 2022990-EZ$37,508$11,117$26,391$220,981–$220,981
Financial details: 990-EZ for the year ended April 30, 2026

Revenue

Membership dues
$4,666
Investment income
$8,908
Other revenue
$52,818

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,974
Other expenses
$18,675
Program services (functional)
$21,649

Balance sheet and other

Total assets, start of year
$356,642
Total assets, end of year
$401,385
Total liabilities, end of year
–
Net assets, end of year
$401,385
Cash, savings and investments
$401,385
Gross receipts
$66,392

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-EZ for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
LEWIS T KARABATSOSTREASURER0$0
GRAY FITZSIMONSDIRECTOR0$0
MARIE SWEENEYCLERK0$0
PHIL BELANGERVICE PRESIDE0$0
STEPHANIE DONAHUEDIRECTOR0$0
PAULINE GOLECDIRECTOR0$0
EILEEN LOUCRAFTDIRECTOR0$0
KIM ZUNINODIRECTOR0$0
BRIDGET COOLEYARCHIVIST0$0
WALTER V HICKEYGENEALOGIST0$0
AURORA ERICKSONDIRECTOR0$0
THOMAS THORNTONDIRECTOR0$0
JASON STRUNKDIRECTOR0$0
MIA GRACEFFADIRECTOR0$0
ANTHONY SAMPASLIBRARIAN0$0
1 more people on this return
NameTitleHours / weekCompensation
JOE JUSSAUMEPRESIDENT0$0
990-EZ for the year ended April 30, 2025: 16 people
NameTitleHours / weekCompensation
LEWIS T KARABATSOSTREASURER0$0
GRAY FITZSIMONSDIRECTOR0$0
MARIE SWEENEYCLERK0$0
PHIL BELANGERVICE PRESIDE0$0
STEPHANIE DONAHUEDIRECTOR0$0
PAULINE GOLECDIRECTOR0$0
EILEEN LOUCRAFTDIRECTOR0$0
KIM ZUNINODIRECTOR0$0
BRIDGET COOLEYARCHIVIST0$0
WALTER V HICKEYGENEALOGIST0$0
AURORA ERICKSONDIRECTOR0$0
THOMAS THORNTONDIRECTOR0$0
JASON STRUNKDIRECTOR0$0
MIA GRACEFFADIRECTOR0$0
ANTHONY SAMPASLIBRARIAN0$0
JOE JUSSAUMEPRESIDENT0$0
990-EZ for the year ended April 30, 2024: 13 people
NameTitleHours / weekCompensation
LEWIS T KARABATSOSTREASURER0$0
GRAY FITZSIMONSDIRECTOR0$0
MARIE SWEENEYCLERK0$0
PHIL BELANGERPRESIDENT0$0
STEPHANIE DONAHUEDIRECTOR0$0
PAULINE GOLECDIRECTOR0$0
EILEEN LOUCRAFTVICE-PRESIDE0$0
KIM ZUNINOVICE-PRESIDE0$0
BRIDGET COOLEYCURATOR0$0
WALTER V HICKEYGENEALOGIST0$0
AURORA ERICKSONDIRECTOR0$0
COREY SCIUTODIRECTOR0$0
THOMAS THORNTONDIRECTOR0$0
990-EZ for the year ended April 30, 2022: 13 people
NameTitleHours / weekCompensation
LEWIS T KARABATSOSTREASURER1$0
GRAY FITZSIMONSDIRECTOR0$0
MARIE SWEENEYCLERK0$0
PHIL BELANGERDIRECTOR0$0
STEPHANIE DONAHUEDIRECTOR0$0
PAULINE GOLECDIRECTOR0$0
EILEEN LOUCRAFTPRESIDENT0$0
KIM ZUNINOVICE-PRESIDE0$0
BRIDGET COOLEYCURATOR0$0
WALTER V HICKEYGENEALOGIST0$0
AURORA ERICKSONDIRECTOR0$0
COREY SCIUTODIRECTOR0$0
THOMAS THORNTONDIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1826, LOWELL, MA 01853-1826
Signed the 990-EZ
LEWIS T KARABATSOS, TREASURER
Phone
(508) 527-4652
Return prepared by
MARK DUPONT CPA PC

Mission

COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC.

990-EZ for the year ended April 30, 2026

Program accomplishments

  • COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC.
  • COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC.
    Expenses $21,649

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-EZ on file
2024April 30, 2025September 15, 2025990-EZ on file
2023April 30, 2024September 16, 2024990-EZ on file

File the 2026 990-EZ for LOWELL HISTORICAL SOCIETY

Due September 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
04-6069161
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1971
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$401,385
Income (IRS master file)
$66,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZApril 2026$66,392$21,649$401,385XML
990-EZApril 2025$55,540$21,716$356,643XML
990-EZApril 2024$57,322$22,243$322,817XML
990-EZApril 2023–––IRS
990-EZApril 2022$37,508$11,117$220,981XML
990-EZApril 2021–––IRS
990-EZApril 2020–––IRS
990-EZApril 2019–––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 04-6069161).

Questions about LOWELL HISTORICAL SOCIETY

What is the EIN of LOWELL HISTORICAL SOCIETY?
The employer identification number (EIN) of LOWELL HISTORICAL SOCIETY is 04-6069161.
Is LOWELL HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to LOWELL HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LOWELL HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LOWELL HISTORICAL SOCIETY due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOWELL HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended April 2026.
Who are the officers and directors of LOWELL HISTORICAL SOCIETY?
The 990-EZ for the year ended April 30, 2026 lists 16 people; 0 received compensation from the organization.
How much revenue does LOWELL HISTORICAL SOCIETY have?
On its 990-EZ for the year ended April 30, 2026 it reported revenue of $66,392, expenses of $21,649 and total assets of $401,385 at year end.

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