Nonprofit · EIN 04-6111819
HISTORIC BOSTON INCORPORATED
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,554,870 | $1,908,346 | -$353,476 | $10,437,554 | $3,589,291 | $6,848,263 |
| December 31, 2023 | 990-PF | $1,401,945 | $1,655,031 | -$253,086 | $11,106,294 | $3,585,948 | $7,520,346 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,220
- Dividends
- $57,575
- Net rental income
- $313,967
- Net gain from sales of assets
- $32,795
- Other income
- $39,818
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $174,138
- Salaries, compensation and benefits (total)
- $341,234
- Disbursements for charitable purposes
- $252,834
Balance sheet and other
- Total assets, start of year
- $11,106,294
- Total assets, end of year
- $10,437,554
- Total liabilities, end of year
- $3,589,291
- Net assets, end of year
- $6,848,263
- Fair market value of assets
- $10,437,554
- Qualifying distributions
- $252,834
- Net investment income
- $1,414,832
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY KOTTARIDIS 3 SCHOOL STREET, BOSTON, MA 02108 | EXECUTIVE DIRECTOR (UNTIL 11/2024) | 35 | $157,630 | $16,508 |
| ANTONIO LOPES 3 SCHOOL STREET, BOSTON, MA 02108 | RE DEV. DIRECTOR Highest-paid employee | 35 | $133,963 | $5,254 |
| LISA LEWIS 3 SCHOOL STREET, BOSTON, MA 02108 | PROJECT DIRECTOR Highest-paid employee | 35 | $128,590 | $15,580 |
| ERIKA TAUER 3 SCHOOL STREET, BOSTON, MA 02108 | OFFICE MANAGER Highest-paid employee | 35 | $65,299 | $1,896 |
| STACY THOMPSON 3 SCHOOL STREET, BOSTON, MA 02108 | EXECUTIVE DIRECTOR (AS OF 12/2024) | 35 | $0 | $0 |
| MICHAEL DURAND 3 SCHOOL STREET, BOSTON, MA 02108 | PRESIDENT | 1 | $0 | $0 |
| PAUL MCDONOUGH 3 SCHOOL STREET, BOSTON, MA 02108 | PRESIDENT EMERITUS | 1 | $0 | $0 |
| SAMMY NABULSI 3 SCHOOL STREET, BOSTON, MA 02108 | TREASURER | 1 | $0 | $0 |
| JAMES LABECK 3 SCHOOL STREET, BOSTON, MA 02108 | CLERK | 1 | $0 | $0 |
| FELICIA JACQUES 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| EMILY AXELROD 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| DAVID BLACK 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| KARILYN CROCKETT 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| BRIAN AWE 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| HENRY MOSS 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PAUL BROWN 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 |
| DAKOTA JONES 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 |
| CHRISTOPHER SCOVILLE 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 |
| ANDY FELIX 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY KOTTARIDIS 3 SCHOOL STREET, BOSTON, MA 02108 | EXECUTIVE DIRECTOR | 35 | $155,384 | $17,040 |
| ANTONIO LOPES 3 SCHOOL STREET, BOSTON, MA 02108 | RE DEV. DIRECTOR Highest-paid employee | 35 | $130,704 | $5,734 |
| LISA LEWIS 3 SCHOOL STREET, BOSTON, MA 02108 | PROJECT DIRECTOR Highest-paid employee | 35 | $121,045 | $15,893 |
| MICHAEL DURAND 3 SCHOOL STREET, BOSTON, MA 02108 | PRESIDENT | 1 | $0 | $0 |
| PAUL MCDONOUGH 3 SCHOOL STREET, BOSTON, MA 02108 | PRESIDENT EMERITUS | 1 | $0 | $0 |
| SAMMY NABULSI 3 SCHOOL STREET, BOSTON, MA 02108 | TREASURER | 1 | $0 | $0 |
| JAMES LABECK 3 SCHOOL STREET, BOSTON, MA 02108 | CLERK | 1 | $0 | $0 |
| FELICIA JACQUES 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| EMILY AXELROD 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| DAVID BLACK 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| KARILYN CROCKETT 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| BRIAN AWE 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| HENRY MOSS 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| JULIE PAUL BROWN 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| DAKOTA JONES 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| CHRISTOPHER SCOVILLE 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR | 1 | $0 | $0 |
| MICHAEL FELDMAN 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR (UNTIL 4/2023) | 1 | $0 | $0 |
| DEREK LUMPKINS 3 SCHOOL STREET, BOSTON, MA 02108 | DIRECTOR (UNTIL 4/2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 SCHOOL STREET, BOSTON, MA 02108-4317
- Signed the 990-PF
- DR REBECCA KEMPER, EXECUTIVE DIRECTOR
- Phone
- (617) 442-1859
- Website
- WWW.HISTORICBOSTON.ORG
- Return prepared by
- AAFCPAS INC
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 | Not 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
- 04-6111819
- 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
- 1962
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,437,554
- Income (IRS master file)
- $1,814,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,554,870 | $1,908,346 | $10,437,554 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,401,945 | $1,655,031 | $11,106,294 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 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 04-6111819).
Questions about HISTORIC BOSTON INCORPORATED
- What is the EIN of HISTORIC BOSTON INCORPORATED?
- The employer identification number (EIN) of HISTORIC BOSTON INCORPORATED is 04-6111819.
- Is HISTORIC BOSTON INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to HISTORIC BOSTON INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HISTORIC BOSTON INCORPORATED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HISTORIC BOSTON INCORPORATED due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC BOSTON INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HISTORIC BOSTON INCORPORATED?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 4 received compensation from the organization, the highest $157,630 (KATHY KOTTARIDIS, EXECUTIVE DIRECTOR (UNTIL 11/2024)).
- How much revenue does HISTORIC BOSTON INCORPORATED have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,554,870, expenses of $1,908,346 and total assets of $10,437,554 at year end.
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