Nonprofit · EIN 04-6070693
BELMONT HISTORICAL SOCIETY INC
Tax-exempt · BELMONT, MA 02478
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $46,147 | $23,285 | $22,862 | $671,541 | $0 | $671,541 |
| May 31, 2025 | 990 | $33,039 | $10,022 | $23,017 | $592,252 | $0 | $592,252 |
| May 31, 2024 | 990-EZ | $18,409 | $17,201 | $1,208 | $492,576 | $0 | $492,576 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $32,179
- Membership dues
- $12,149
- Program service revenue
- $250
- Investment income
- $13,718
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $14,812
- Program services (functional)
- $3,658
- Management and general (functional)
- $19,627
Balance sheet and other
- Total assets, start of year
- $592,252
- Total assets, end of year
- $671,541
- Total liabilities, end of year
- $0
- Net assets, end of year
- $671,541
- Land, buildings and equipment
- $35,000
- Gross unrelated business income
- $13,718
- Gross receipts
- $46,147
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1965
- State of legal domicile
- MA
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 for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL BERBERIAN | Director, Term Expires 2028 Trustee or director | 0.5 | $0 |
| ROSEMARY DULAC | Director, Term Expires 2028 Trustee or director | 0.5 | $0 |
| IAN WATSON | Director, Term Expires 2028 Trustee or director | 0.5 | $0 |
| GEORGE PACKARD | Director, Term Expires 2028 Trustee or director | 0.5 | $0 |
| STEPHEN SALA | Director, Term Expires 2028 Trustee or director | 0.5 | $0 |
| LIZ ALLISON | Director, Term Expires 2027 Trustee or director | 0.5 | $0 |
| ALLISON LENK | Director, Term Expires 2027 Trustee or director | 0.5 | $0 |
| MARYANN SCALI | Director, Term Expires 2027 Trustee or director | 0.5 | $0 |
| DIANE DIDEO | Director, Term Expires 2027 Trustee or director | 0.5 | $0 |
| HENRY OLGILBY | Director, Term Expires 2027 Trustee or director | 0.5 | $0 |
| PRISCILLA HUGHES | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| SAMUEL JAMES | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| MARILYN PAPAZIAN | Director, TErm Expires 2026 Trustee or director | 0.5 | $0 |
| MARCIA TRENHOLM | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| VIKTORIA HAASE | President and Executive Committee Member-Claflin Room Curator & Newsletter Editor Trustee or director | 5.5 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH ROSALES | Vice President Trustee or director | 3.5 | $0 |
| ALBANO PONTE | Treasurer Trustee or director | 5 | $0 |
| SAMUEL ELLENPORT | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| WILLIAM DUNHAM JR | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| ATHENA MCINNIS | Corresponding Secretary Key employee | 1.5 | $0 |
| SNADRA CURRO | Recording Secretary Key employee | 1.5 | $0 |
| JEFFERSON HAASE | Executive Committee Member-Wellington Station Master Key employee | 0.5 | $0 |
| JOHN BOWE | Executive Committee Member-Webmaster Key employee | 0.5 | $0 |
| PHILLIP J HUGHES | Executive Committee Member-Immediate Past President Key employee | 0.5 | $0 |
990 for the year ended May 31, 2025: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Bauer | Director, Term Expires 2025 Trustee or director | 0.5 | $0 |
| Rola Baghdady | Director, Term Expires 2025 Trustee or director | 0.5 | $0 |
| Bill Chin | Director, Term Expires 2025 Trustee or director | 0.5 | $0 |
| Thomas Blake | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| Diane Dideo | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| Betsy McGovern | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| Henry Ogilby | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| Jane Otte | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| Maryann Scali | Director, Term Expires 2024 Trustee or director | 0.5 | $0 |
| William Dunham Jr | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| Priscilla Hughes | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| Sam James | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| Vyrna Napoli | Director, TErm Expires 2026 Trustee or director | 0.5 | $0 |
| Marilyn Papazian | Director, Term Expires 2026 Trustee or director | 0.5 | $0 |
| Viktoria Haase | President and Executive Committee Member-Claflin Room Curator & Newsletter Editor Officer | 5.5 | $0 |
| Michael Chesson | Vice President and Executive Committee Member-Liaison With Belmont Historic Commission Officer | 3.5 | $0 |
| Albano Ponte | Treasurer Officer | 5 | $0 |
| Athena McInnis | Corresponding Secretary Key employee | 1.5 | $0 |
| Laurie Carlson | Recording Secretary Key employee | 1.5 | $0 |
| David Flewelling | Executive Committee Member-Wellington Station Master Key employee | 0.5 | $0 |
| John Bowe | Executive Committee Member-Webmaster Key employee | 0.5 | $0 |
| Philip J Hughes | Executive Committee Member-Immediate Past President Key employee | 0.5 | $0 |
990-EZ for the year ended May 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Bauer | Director, Term Expires 2025 | 0.5 | $0 |
| Rola Baghdady | Director, Term Expires 2025 | 0.5 | $0 |
| Bill Chin | Director, Term Expires 2025 | 0.5 | $0 |
| Thomas Blake | Director, Term Expires 2024 | 0.5 | $0 |
| Diane Dideo | Director, Term Expires 2024 | 0.5 | $0 |
| Betsy McGovern | Director, Term Expires 2024 | 0.5 | $0 |
| Henry Ogilby | Director, Term Expires 2024 | 0.5 | $0 |
| Jane Otte | Director, Term Expires 2024 | 0.5 | $0 |
| Maryann Scali | Director, Term Expires 2024 | 0.5 | $0 |
| William Dunham Jr | Director, Term Expires 2026 | 0.5 | $0 |
| Priscilla Hughes | Director, Term Expires 2026 | 0.5 | $0 |
| Viktoria Haase | President and Executive Committee Member-Claflin Room Curator & Newsletter Editor | 5.5 | $0 |
| Michael Chesson | Vice President and Executive Committee Member-Liaison With Belmont Historic Commission | 3.5 | $0 |
| Albano Ponte | Treasurer | 5 | $0 |
| Athena McInnis | Corresponding Secretary | 1.5 | $0 |
| Laurie Carlson | Recording Secretary | 1.5 | $0 |
| Philip J Hughes | Executive Committee Member-Immediate Past President | 0.5 | $0 |
| David Flewelling | Executive Committee Member-Wellington Station Master | 0.5 | $0 |
| John Bowe | Executive Committee Member-Webmaster | 0.5 | $0 |
| Sam James | Director, Term Expires 2026 | 0.5 | $0 |
| Vyrna Napoli | Director, TErm Expires 2026 | 0.5 | $0 |
| Marilyn Papazian | Director, Term Expires 2026 | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 15, BELMONT, MA 02478-0908
- Principal officer (990 for 2025)
- VIKTORIA HAASE, PO BOX 15, BELMONT, MA 02478
- Signed the 990
- Albano Ponte, Treasurer
- Phone
- (617) 484-2000
- Website
- belmonthistoricalsociety.org
Mission
Preserve and interpret heritage of Belmont, MA
Program accomplishments
- HIGH SCHOOL EDUCATIONAL SCHOLARSHIP FOR COLLEGE BOUND STUDENT $2500.Expenses $2,500
- BHS Quarterly Newsletter to membership $908.41Expenses $908
- HONORARIUM SPEAKER $250.Expenses $250
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-6070693
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- May
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $671,541
- Income (IRS master file)
- $46,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $46,147 | $23,285 | $671,541 | XML |
| 990 | May 2025 | $33,039 | $10,022 | $592,252 | XML |
| 990-EZ | May 2024 | $18,409 | $17,201 | $492,576 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | 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 04-6070693).
Questions about BELMONT HISTORICAL SOCIETY INC
- What is the EIN of BELMONT HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of BELMONT HISTORICAL SOCIETY INC is 04-6070693.
- Is BELMONT HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to BELMONT HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BELMONT HISTORICAL SOCIETY INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BELMONT HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELMONT HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of BELMONT HISTORICAL SOCIETY INC?
- The 990 for the year ended May 31, 2026 names VIKTORIA HAASE.
- Who are the officers and directors of BELMONT HISTORICAL SOCIETY INC?
- The 990 for the year ended May 31, 2026 lists 24 people; 0 received compensation from the organization.
- How much revenue does BELMONT HISTORICAL SOCIETY INC have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $46,147, expenses of $23,285 and total assets of $671,541 at year end.
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