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Nonprofit · EIN 04-6130583

GOLDEN BALL TAVERN TRUST

Tax-exempt · WESTON, MA 02493

Financials

$195K$313K2023$205K$303K2024
Revenue Expenses · by fiscal year end
Financials of GOLDEN BALL TAVERN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$205,085$302,520-$97,435$5,852,410$22,025$5,830,385
December 31, 2023990$195,037$313,085-$118,048$5,343,188$13,757$5,329,431
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$37,382
Membership dues
$11,235
Program service revenue
$4,035
Investment income
$124,781
Net rental income
$5,100
Net income from fundraising events
$33,787
Other revenue
$38,887

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$106,850
Other salaries and wages
$34,388
Salaries, compensation and benefits (total)
$178,617
Professional fundraising fees
$0
Accounting fees
$13,441
Occupancy
$44,138
Depreciation
$18,112
Program services (functional)
$77,364
Management and general (functional)
$225,156

Balance sheet and other

Total assets, start of year
$5,343,188
Total assets, end of year
$5,852,410
Total liabilities, end of year
$22,025
Net assets, end of year
$5,830,385
Land, buildings and equipment
$563,868
Publicly traded securities
$5,274,045
Net assets without donor restrictions
$5,646,037
Net assets with donor restrictions
$184,348
Gross receipts
$205,085
Employees
2
Volunteers
40
Year formed
1964
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KATHARINE H CAMPBELLEXEC. DIRECT
Officer
40$106,850$24,865
D BRUCE PETERSONTREASURER
Trustee or director, Officer
2$0$0
DANIEL L QUINNCHAIRMAN
Trustee or director, Officer
2$0$0
KATHRYN CONRADTRUSTEE
Trustee or director
2$0$0
REBECCA FOLEYTRUSTEE
Trustee or director
2$0$0
PAMELA W FOXTRUSTEE
Trustee or director
2$0$0
WILLIAM W GALLAGHER IIITRUSTEE
Trustee or director
2$0$0
CAROLYN MCGUIRETRUSTEE
Trustee or director
2$0$0
ROBERT O NELSONTRUSTEE
Trustee or director
2$0$0
TRAVIS POWELLTRUSTEE
Trustee or director
2$0$0
POLLY GAMBRILL SLAVETSECRETARY
Trustee or director, Officer
2$0$0
LINDA W WISEMANTRUSTEE
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
KATHARINE H CAMPBELLEXEC. DIRECT
Officer
40$105,000$30,644
D BRUCE PETERSONTREASURER
Trustee or director, Officer
2$0$0
DANIEL L QUINNCHAIRMAN
Trustee or director, Officer
2$0$0
KATHRYN CONRADTRUSTEE
Trustee or director
2$0$0
REBECCA FOLEYTRUSTEE
Trustee or director
2$0$0
PAMELA W FOXTRUSTEE
Trustee or director
2$0$0
WILLIAM W GALLAGHER IIITRUSTEE
Trustee or director
2$0$0
CAROLYN MCGUIRETRUSTEE
Trustee or director
2$0$0
ROBERT O NELSONTRUSTEE
Trustee or director
2$0$0
TRAVIS POWELLTRUSTEE
Trustee or director
2$0$0
POLLY GAMBRILL SLAVETSECRETARY
Trustee or director, Officer
2$0$0
LINDA W WISEMANTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
PO BOX 223, WESTON, MA 02493-0001
Principal officer (990 for 2024)
D BRUCE PETERSON, 662 BOSTON POST ROAD, WESTON, MA 02493
Signed the 990
D BRUCE PETERSON, TREASURER
Phone
(781) 894-1751
Return prepared by
WORTHINGTON HUGHES & HOAR PC

Mission

PRESERVING THE GOLDEN BALL TAVERN, LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND SERVING AS A MUSEUM AND EDUCATIONAL RESOURCE FOR THE SCHOOLS AND FOR STUDENTS OF ARCHITECTURE AND THE DECORATIVE ARTS

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION IS DEDICATED TO THE PRESERVATION OF THE GOLDEN BALL TAVERN, A HISTORICAL BUILDING LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND SERVES AS A MUSEUM AND EDUCATIONAL RESOURCE FOR LOCAL SCHOOLS AND STUDENTS OF ARCHITECTURE AND THE DECORATIVE ARTS. THE GOLDEN BALL TAVERN MUSEUM IS A RICH HISTORIC FABRIC-A QUILT COMPOSED OF MANY PATCHES. THERE IS THE STORY OF A TAVERN IN THE COLONIAL PERIOD; THE STORY OF A GRACIOUS GEORGIAN HOME AND HOW IT CHANGED THROUGH TIME; THE STORY OF ISAAC JONES AND THE COMING OF THE REVOLUTION; AND THE STORY OF THE CHANGING JONES FAMILY OVER 200 YEARS. TODAY THE GOLDEN BALL TAVERN MUSEUM CONTINUES TO EXPLORE AND INTERPRET THE FABRIC OF ITS OWN UNIQUE STORY.
    Expenses $77,364

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6130583
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
1965
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,852,410
Income (IRS master file)
$205,085

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$205,085$302,520$5,852,410XML
990December 2023$195,037$313,085$5,343,188XML
990December 2022$146,050$258,988$4,849,649IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 04-6130583).

Questions about GOLDEN BALL TAVERN TRUST

What is the EIN of GOLDEN BALL TAVERN TRUST?
The employer identification number (EIN) of GOLDEN BALL TAVERN TRUST is 04-6130583.
Is GOLDEN BALL TAVERN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to GOLDEN BALL TAVERN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GOLDEN BALL TAVERN TRUST 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 GOLDEN BALL TAVERN TRUST 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 GOLDEN BALL TAVERN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GOLDEN BALL TAVERN TRUST?
The 990 for the year ended December 31, 2024 names D BRUCE PETERSON.
Who are the officers and directors of GOLDEN BALL TAVERN TRUST?
The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $106,850 (KATHARINE H CAMPBELL, EXEC. DIRECT).
How much revenue does GOLDEN BALL TAVERN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $205,085, expenses of $302,520 and total assets of $5,852,410 at year end.

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