Nonprofit · EIN 04-6110988
COLONIAL SOCIETY OF MASSACHUSETTS
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,030,405 | $721,064 | $309,341 | $20,397,705 | $58,992 | $20,338,713 |
| September 30, 2024 | 990-PF | $1,140,728 | $614,112 | $526,616 | $20,406,642 | $72,109 | $20,334,533 |
| September 30, 2023 | 990-PF | $607,861 | $727,032 | -$119,171 | $16,641,549 | $54,291 | $16,587,258 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $91,786
- Dividends
- $243,100
- Net rental income
- $209,400
- Net gain from sales of assets
- $472,732
- Other income
- $13,387
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $45,973
- Disbursements for charitable purposes
- $661,833
Balance sheet and other
- Total assets, start of year
- $20,406,642
- Total assets, end of year
- $20,397,705
- Total liabilities, end of year
- $58,992
- Net assets, end of year
- $20,338,713
- Fair market value of assets
- $20,397,705
- Qualifying distributions
- $661,833
- Net investment income
- $925,232
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLISON 17 OLD HARBOR STREET, SOUTH BOSTON, MA 02127 | PRESIDENT | 3 | $0 |
| AMORY LORING LOGAN 230 CONGRESS STREET, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| LESLIE A MORRIS 66 GATES LANE, STOW, MA 01775 | SECRETARY | 2 | $0 |
| RASHAUN MARTIN 2300 WASHINGTON STREET, BOSTON, MA 02119 | VICE PRESIDENT | 2 | $0 |
| DANIEL R COQUILLETTE 12 RUTLAND STREET, CAMBRIDGE, MA 02193 | VICE PRESIDENT | 2 | $0 |
| CELESTE WALKER 990 CENTRE STREET, JAMAICA PLAIN, MA 02130 | VICE PRESIDENT | 2 | $0 |
| SUSAN LIVELY 46 MANN AVENUE, NEEDHAM, MA 02492 | VICE PRESIDENT | 2 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLISON 17 OLD HARBOR STREET, SOUTH BOSTON, MA 02127 | PRESIDENT | 3 | $0 |
| AMORY L LOGAN 230 CONGRESS STREET, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| LESLIE A MORRIS 66 GATES LANE, STOW, MA 01775 | SECRETARY | 2 | $0 |
| RASHAUN MARTIN 2300 WASHINGTON STREET, BOSTON, MA 02119 | VICE PRESIDENT | 2 | $0 |
| DANIEL R COQUILLETTE 12 RUTLAND STREET, CAMBRIDGE, MA 02193 | VICE PRESIDENT | 2 | $0 |
| CELESTE WALKER 990 CENTRE STREET, JAMAICA PLAIN, MA 02130 | VICE PRESIDENT | 2 | $0 |
| SUSAN LIVELY 46 MANN AVENUE, NEEDHAM, MA 02492 | VICE PRESIDENT | 2 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLISON 17 OLD HARBOR STREET, SOUTH BOSTON, MA 02127 | PRESIDENT | 3 | $0 |
| AMORY L LOGAN 230 CONGRESS STREET, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| LESLIE A MORRIS 66 GATES LANE, STOW, MA 01775 | SECRETARY | 2 | $0 |
| RASHAUN MARTIN 2300 WASHINGTON STREET, BOSTON, MA 02119 | VICE PRESIDENT | 2 | $0 |
| DANIEL R COQUILLETTE 12 RUTLAND STREET, CAMBRIDGE, MA 02193 | VICE PRESIDENT | 2 | $0 |
| CELESTE WALKER 990 CENTRE STREET, JAMAICA PLAIN, MA 02130 | VICE PRESIDENT | 2 | $0 |
| SUSAN LIVELY 46 MANN AVENUE, NEEDHAM, MA 02492 | VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 230 CONGRESS ST 12TH FLOOR, BOSTON, MA 02110-2464
- In care of
- % LORING WOLCOTT AND COOLIDGE
- Signed the 990-PF
- AMORY L LORING, TREASURER
- Phone
- (617) 523-6531
- Website
- WWW.COLONIALSOCIETY.ORG
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6110988
- 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
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $20,397,705
- Income (IRS master file)
- $1,322,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,030,405 | $721,064 | $20,397,705 | XML |
| 990-PF | September 2024 | $1,140,728 | $614,112 | $20,406,642 | XML |
| 990-PF | September 2023 | $607,861 | $727,032 | $16,641,549 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 04-6110988).
Questions about COLONIAL SOCIETY OF MASSACHUSETTS
- What is the EIN of COLONIAL SOCIETY OF MASSACHUSETTS?
- The employer identification number (EIN) of COLONIAL SOCIETY OF MASSACHUSETTS is 04-6110988.
- Is COLONIAL SOCIETY OF MASSACHUSETTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to COLONIAL SOCIETY OF MASSACHUSETTS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does COLONIAL SOCIETY OF MASSACHUSETTS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLONIAL SOCIETY OF MASSACHUSETTS due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLONIAL SOCIETY OF MASSACHUSETTS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of COLONIAL SOCIETY OF MASSACHUSETTS?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does COLONIAL SOCIETY OF MASSACHUSETTS have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,030,405, expenses of $721,064 and total assets of $20,397,705 at year end.
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