Nonprofit · EIN 04-6516086
CAPTAIN FORBES HOUSE MUSEUM
Tax-exempt · MILTON, MA 02186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $990,832 | $525,063 | $465,769 | $3,979,961 | $814,368 | $3,165,593 |
| June 30, 2024 | 990 | $312,269 | $444,295 | -$132,026 | $2,778,331 | $245,709 | $2,532,622 |
| June 30, 2023 | 990 | $284,460 | $467,567 | -$183,107 | $2,513,104 | $31,199 | $2,481,905 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $807,456
- of which government grants
- $35,832
- Membership dues
- $1,786
- Program service revenue
- $8,293
- Investment income
- $65,536
- Net income from fundraising events
- $109,547
- Other revenue
- $109,547
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $68,254
- Other salaries and wages
- $75,477
- Salaries, compensation and benefits (total)
- $158,518
- Professional fundraising fees
- $44,092
- Accounting fees
- $35,931
- Depreciation
- $82,110
- Program services (functional)
- $126,287
- Management and general (functional)
- $283,343
- Fundraising (functional)
- $115,433
Balance sheet and other
- Total assets, start of year
- $2,778,331
- Total assets, end of year
- $3,979,961
- Total liabilities, end of year
- $814,368
- Net assets, end of year
- $3,165,593
- Land, buildings and equipment
- $1,203,603
- Publicly traded securities
- $1,706,254
- Net assets without donor restrictions
- $2,618,189
- Net assets with donor restrictions
- $547,404
- Gross receipts
- $1,041,821
- Employees
- 4
- Year formed
- 1984
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heidi Vaughan | Executive Dir. Trustee or director | 40 | $68,254 |
| Gillian A Najarian | Board Chair Trustee or director | 5 | $0 |
| Patricia F Bulman | Board Member Trustee or director | 1 | $0 |
| Hyacinth Crichlow | Board Member Trustee or director | 1 | $0 |
| Jeff Chatlos | Board Member Trustee or director | 1 | $0 |
| Joanna Damp | Board Member Trustee or director | 1 | $0 |
| Denise Gilardone | Board Vice Chai Trustee or director | 5 | $0 |
| Sharon Hackett | Clerk Trustee or director | 5 | $0 |
| Scott Weiler | Board Vice Chai Trustee or director | 5 | $0 |
| Robert P Forbes | Board Member Trustee or director | 1 | $0 |
| David Forbes | Board Member Trustee or director | 1 | $0 |
| Susan Greendyke Lachevre | Board Member Trustee or director | 1 | $0 |
| York Lo | Board Member Trustee or director | 1 | $0 |
| James Roth | Board Member Trustee or director | 1 | $0 |
| Marjorie Asfour-Kirkham | Treasurer Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heidi Vaughan | Executive Dir. Trustee or director | 40 | $68,254 |
| Gillian A Najarian | Chairman Trustee or director | 0 | $0 |
| Robert P Forbes PhD | Trustee Trustee or director | 0 | $0 |
| Jeff Chatlos | Trustee Trustee or director | 0 | $0 |
| David Forbes | Trustee Trustee or director | 0 | $0 |
| Patricia Finigan Bulman | Trustee Trustee or director | 0 | $0 |
| Denise Gilardone | Co-Chair Trustee or director | 0 | $0 |
| Sharon Hackett | Clerk Trustee or director | 0 | $0 |
| Scott Weiler | Trustee Trustee or director | 0 | $0 |
| York Lo | Trustee Trustee or director | 0 | $0 |
| Susan Greendyke Lachevre | Trustee Trustee or director | 0 | $0 |
| Hyacinth Crichlow | Trustee Trustee or director | 0 | $0 |
| Joanna Damp | Trustee Trustee or director | 0 | $0 |
| James Roth | Trustee Trustee or director | 0 | $0 |
| Andrew McDonnell | Treasurer Trustee or director | 0 | $0 |
| Marjorie Asfour-Kirkham | Treasurer Elect Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heidi Vaughan | Executive Dir. Trustee or director | 40 | $62,124 |
| Gillian A Najarian | Chairman Trustee or director | 0 | $0 |
| Robert P Forbes PhD | Trustee Trustee or director | 0 | $0 |
| Jeff Chatlos | Trustee Trustee or director | 0 | $0 |
| Tom Grant | Trustee Trustee or director | 0 | $0 |
| Patricia Bulman | Trustee Trustee or director | 0 | $0 |
| Denise Gilardone | Co-Chair Trustee or director | 0 | $0 |
| Sharon Hackett | Clerk Trustee or director | 0 | $0 |
| John Ligget IV | Trustee Trustee or director | 0 | $0 |
| Susan Greendyke Lachevre | Trustee Trustee or director | 0 | $0 |
| Joanna Damp | Co-Chair Trustee or director | 0 | $0 |
| James Roth | Trustee Trustee or director | 0 | $0 |
| Heidi Forbes | Trustee Trustee or director | 0 | $0 |
| Andrew McDonnell | Treasurer Trustee or director | 0 | $0 |
| Gail Wang | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 215 ADAMS ST, MILTON, MA 02186-4215
- Principal officer (990 for 2024)
- Marjorie Asfour-Kirkham, 215 Adams Street, Milton, MA 02186
- Signed the 990
- Marjorie Asfour-Kirkham, Treasurer
- Phone
- (617) 696-1815
- Website
- FORBESHOUSEMUSEUM.ORG
- Return prepared by
- MCCAFFERTY & COMPANY PC
Mission
Inspired by the Forbes family legacy of entrepreneurship, social action and philanthropy,the Forbes House Museum fosters discourse around civic engagement and cultural awareness.
Program accomplishments
- Educational programs, exhibitions and events. the Museum is open to thepublic for viewing and tours creating a new education center for thecommunity.Expenses $126,287
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6516086
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,979,961
- Income (IRS master file)
- $1,041,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $990,832 | $525,063 | $3,979,961 | XML |
| 990 | June 2024 | $312,269 | $444,295 | $2,778,331 | IRS |
| 990 | June 2023 | $284,460 | $467,567 | $2,513,104 | XML |
| 990 | June 2022 | $408,004 | $517,611 | $2,557,337 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 04-6516086).
Questions about CAPTAIN FORBES HOUSE MUSEUM
- What is the EIN of CAPTAIN FORBES HOUSE MUSEUM?
- The employer identification number (EIN) of CAPTAIN FORBES HOUSE MUSEUM is 04-6516086.
- Is CAPTAIN FORBES HOUSE MUSEUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to CAPTAIN FORBES HOUSE MUSEUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPTAIN FORBES HOUSE MUSEUM 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 CAPTAIN FORBES HOUSE MUSEUM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPTAIN FORBES HOUSE MUSEUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CAPTAIN FORBES HOUSE MUSEUM?
- The 990 for the year ended June 30, 2025 names Marjorie Asfour-Kirkham.
- Who are the officers and directors of CAPTAIN FORBES HOUSE MUSEUM?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $68,254 (Heidi Vaughan, Executive Dir.).
- How much revenue does CAPTAIN FORBES HOUSE MUSEUM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $990,832, expenses of $525,063 and total assets of $3,979,961 at year end.
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