LOWELL HISTORICAL SOCIETY: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL HISTORICAL SOCIETY (EIN 04-6069161)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-08-18
- IRS object ID
- 202042319349200329
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-18T10:14:29-05:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010553852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK DUPONT CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1794 BRIDGE ST UNIT 32 | AddressLine1Txt |
| City | DRACUT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046069161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 5085274652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1826 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS T KARABATSOS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5085274652 | PhoneNum |
| Signature | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK DUPONT | PreparerPersonNm |
| PTIN | P00028194 | PTIN |
| Phone | 9789700270 | PhoneNum |
| Preparation | 2020-08-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-18 | IPDt |
| IP Tm | 10:14:29 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7BF75C3AE49D5829CD872C86E14A7D33BE646591 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DA8D8DEFD9190058A59D4544DF5FFC088401494 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | LOWELLHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $19,037 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $675 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $6,321 | MembershipDuesAmt |
| Investment Income | $11,144 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $490 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $239 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $251 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $407 | OtherRevenueTotalAmt |
| Total Revenue | $18,798 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $5,014 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,432 | OtherExpensesTotalAmt |
| Total Expenses | $14,446 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,352 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $182,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $186,771 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,419 | BOYAmt |
| EOY | $186,787 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,419 | BOYAmt |
| EOY | $186,787 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,419 | BOYAmt |
| EOY | $186,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. | |
| COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. | $14,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,446 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LEWIS T KARABATSOS | ||
| TREASURER | 000.00 | $0 |
| CLIFF HOYT | ||
| DIRECTOR | 000.00 | $0 |
| GRAY FITZSIMONS | ||
| DIRECTOR | 000.00 | $0 |
| MARIE SWEENEY | ||
| CLERK | 000.00 | $0 |
| PHIL BELANGER | ||
| DIRECTOR | 000.00 | $0 |
| STEPHANIE DONAHUE | ||
| DIRECTOR | 000.00 | $0 |
| PAULINE GOLEC | ||
| DIRECTOR | 000.00 | $0 |
| EILEEN LOUCRAFT | ||
| PRESIDENT | 000.00 | $0 |
| KIM ZUNINO | ||
| VICE-PRESIDE | 000.00 | $0 |
| BRIDGET COOLEY | ||
| CURATOR | 000.00 | $0 |
| ANTHONY SAMPAS | ||
| DIRECTOR | 000.00 | $0 |
| WALTER V HICKEY | ||
| GENEALOGIST | 000.00 | $0 |
| JANINE WHITCOMB | ||
| LIBRARIAN | 000.00 | $0 |
| AURORA ERICKSON | ||
| DIRECTOR | 000.00 | $0 |
| COREY SCIUTO | ||
| DIRECTOR | 000.00 | $0 |
| THOMAS THORNTON | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS T KARABATSOS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1826 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085274652 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,674 | CurrentTaxYearAmt |
| Total | $22,808 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,674 | CurrentTaxYearAmt |
| Total | $22,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $22,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,588 | CurrentTaxYearAmt |
| Total | $35,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,322 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,507 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | OTHER REVENUE 407 TOTAL 407 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 1,085 MEETING COSTS 617 STORAGE EXPENSE 5,120 GENERAL EXPENSE 270 GRANTS EXPENSE 1,040 SCHOLARSHIPS GIVEN 500 MOVING EXPENSE 800 TOTAL 9,432 |
| FORM 990-EZ, PART II, LINE 26 | SALES TAX PAYABLE 0 16 |
| FORM 990-EZ, PART III | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. |
| FORM 990-EZ, PART III, LINE 31 | COLLECTION AND PRESERVATION OF BOOKS, MANUSCRIPTS AND OTHER ARTIFACTS OF HISTORICAL INTEREST REGARDING THE CITY OF LOWELL. THESE ARE MADE AVAILABLE TO SCHOOLS, MEMBERS AND THE PUBLIC. |
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