HISTORIC BOSTON INCORPORATED: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC BOSTON INCORPORATED (EIN 04-6111819)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201441329349101754
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T11:21:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046111819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC BOSTON INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 6174421859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EUSTIS STREET | AddressLine1 |
| City | ROXBURY | City |
| State | MA | State |
| ZIP Code | 02119 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY KOTTARIDIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174421959 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SORIE KABA CPA | PreparerPersonNm |
| PTIN | P01317106 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2014-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,748,954 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $693,555 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,554 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,554 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $966,336 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $966,336 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $966,336 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $530,736 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,474 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,474 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,200,451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $917,259 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,200,451 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,894,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,917,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,200,815 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $12,575 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $237,177 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,737 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $91,722 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $147,584 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,447 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,532 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $14,605 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,206 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,863 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,214 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $18,214 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,922 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,186 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $87,286 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,964 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $47,887 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,077 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,931 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $7,931 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $188,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $165,185 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $164,827 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,762 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $50,693 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $50,693 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $50,693 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $257,102 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $187,511 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $187,511 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $69,591 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,531 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,597 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,597 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,934 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,951 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,410 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $1,410 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $10,541 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $51,026 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,226,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $573,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $642,067 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $604,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,226,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $573,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $642,067 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $604,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,667,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,343,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,558,748 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,115 | CashBOYAmt |
| Cash EOY | $358,932 | CashEOYAmt |
| Cash EOYFMV | $358,932 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $95,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,318 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,777 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $3,383 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $3,920 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,394 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,394 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $239,092 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $134,092 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $134,092 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,862,420 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $1,213,079 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,754,313 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,649,341 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,649,341 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $85,816 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $137,221 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $137,221 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $401,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $485,435 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $485,435 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $290,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,409 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $179,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,710 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,122,584 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,823,745 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,009,957 | LandBOYAmt |
| Land EOY | $2,298,839 | LandEOYAmt |
| Land EOYFMV | $2,298,839 | LandEOYFMVAmt |
| Other Assets BOY | $429,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,271,263 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,271,263 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,567,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,748,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,748,954 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $817,299 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $311,225 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $640,321 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $668,473 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,686,116 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $318,462 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,143,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,298,160 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,732,132 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,839,406 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $691,652 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $611,388 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,423,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,450,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,567,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,748,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,423,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,667,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $253,082 | OtherIncreasesAmt |
| Subtotal | $8,344,294 | SubtotalAmt |
| Other Decreases | $893,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,450,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS - SALES OF INVESTMENTS | PropertyDesc |
| Acquired | 2012-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $409,194 | GrossSalesPriceAmt |
| Cost Or Other Basis | $393,720 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,474 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,474 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,474 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,474 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1984-06-24 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HISTORICBOSTON.ORG | WebsiteAddressTxt |
| Individual With Books | KATHY KOTTARIDIS | IndividualWithBooksNm |
| Phone | 6174421859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EUSTIS STREET | AddressLine1 |
| City | ROXBURY | City |
| State | MA | State |
| ZIP Code | 02119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHY KOTTARIDIS | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | EXECUTIVE DIRECTOR | 40.00 | $125,000 | $6,646 | $0 |
| MATTHEW KIEFER | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRYSTAL KORNEGAY | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALEX KRIEGER | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DREW LEFF | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL MCDONOUGH | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| W TOD MCGRATH | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | TREASURER | 1.00 | $0 | $0 | $0 |
| HENRY MOSS | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN OSTEEN | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY WICKERSHAM | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN SILBERBERG | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | CLERK | 1.00 | $0 | $0 | $0 |
| KATHLEEN MACNEIL | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR/ EXECUTIVE COMMIT | 1.00 | $0 | $0 | $0 |
| CELIA GRANT | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY AXELROD | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEFF MORGAN | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | DIRECTOR OF REAL EST | 40.00 | $95,000 | $6,646 | $0 |
| LISA LEWIS | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | SENIOR PROJECT MANAG | 40.00 | $87,975 | $6,646 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARC TRUANT & ASSOCIATES INC | |||||
| 32 WARREN ST | CAMBRIDGE | MA | 02141 | CONSTRUCTION MANAGEMENT | $1,579,286 |
| METRIC CONSTRUCTION | |||||
| 55 HENSHAW STREET | BOSTON | MA | 02135 | CONSTRUCTION MANAGEMENT | $382,996 |
| AMORY ARCHITECTS | |||||
| 459 WASHINGTON ST | DUXBURY | MA | 02331 | ARCHITECTS/DESIGNERS | $145,548 |
| GOULSTON & STORRS | |||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | LEGAL SERVICES | $81,239 |
| ACCOUNTING MANAGEMENT SOLUTIONS INC | |||||
| 800 SOUTH STREET SUITE 195 | WALTHAM | MA | 02453 | ACCOUNTING SERVICES | $76,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EASEMENT MONITORING DESIGNED TO PROTECT SIGNIFICANT RESOURCES IN PERPETUITY FROM UNSYMPATHETIC OR INAPPROPRIATE EXTERIOR OR INTERIOR ALTERATIONS, NEGLECT, OR DEMOLITION BY MEANS OF PRESERVATION RESTRICTION AGREEMENTS. | Description1Txt |
| Expenses1 | $32,339 | Expenses1Amt |
| Description2 | STEEPLES PROJECT INTRODUCED IN 1993 TO STRENGTHEN URBAN NEIGHBORHOODS BY PRESERVING HISTORIC HOUSES OF WORSHIP THROUGH FINANCIAL AND TECHNICAL ASSISTANCE. | Description2Txt |
| Expenses2 | $6,094 | Expenses2Amt |
| Description3 | HISTORIC PRESERVATION REVOLVING FUND THE CORE INVESTMENT VEHICLE HBI USES TO INVEST IN, LEND TO AND/OR DEVELOP AT-RISK HISTORIC PROPERTIES. | Description3Txt |
| Expenses3 | $436,188 | Expenses3Amt |
| Description4 | NEIGHBORHOOD FIELD SERVICES- THIS PROGRAM PROMOTES ECONOMIC REVITALIZATION IN BOSTON'S COMMERCIAL DISTRICTS USING TOOLS OF HISTORIC PRESERVATION AND REAL ESTATE DEVELOPMENT, MUNICIPAL AND SOCIAL SERVICE, THE ARTS, NON-PROFIT ORGANIZATIONS, AND HOUSING. | Description4Txt |
| Expenses4 | $18,479 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOTE AGREEMENT WITH HAYDEN BUILDING LLC FOR DEVELOPMENT ADVANCES(THE SPONSOR LOAN) FROM HBI TO FUND THE REHABILITATION OF THE PROPERTY. INTEREST ACCRUES AT A RATE OF 3% PER ANNUM, COMPOUNDED ANNUALLY, AND ACCRUED INTEREST WILL BE ADDED TO THE PRINCIPAL AT THE END OF EACH YEAR DURING THE TERM OF THE SPONSOR LOAN. UNPAID PRINCIPAL AND ACCRUED INTEREST ARE DUE AND PAYABLE IN FULL UPON THE EARLIER OF A) ANY FUTURE DATE AT WHICH HBI DEMANDS REPAYMENT, B) THE SALE OF THE HAYDEN BUILDING; OR C) APRIL 25, 2043. HAYDEN BUILDING LLC MAY REPAY THE SPONSOR LOAN IN WHOLE OR IN PART AT ANY TIME. THE SPONSOR LOAN IS SUBORDINATE AND SUBJECT TO THE TERMS AND CONDITIONS OF A PERMENANT NOTE WITH A BANK. | Description1Txt |
| Expenses1 | $2,870,819 | Expenses1Amt |
| Description2 | DURING 2013, HBI CONTINUED TO INVEST IN REAL ESTATE AND ECONOMIC DEVELOPMENT ACTIVITIES, INCLUDING HOUSING PROJECTS, COMMERCIAL PROJECTS AS WELL AS ACTIVITY RELATED TO IMPROVEMENT PROJECTS OF VARIOUS HISTORIC PROPERTIES. | Description2Txt |
| Expenses2 | $828,286 | Expenses2Amt |
| Total | $3,699,105 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $671,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $284,707 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,589,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,589,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,565,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $604,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,699,105 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $37,723 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,341,154 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,341,154 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1984-06-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $78,269 | CurrentYearAmt |
| Year1 | $101,742 | Year1Amt |
| Year2 | $107,987 | Year2Amt |
| Year3 | $88,060 | Year3Amt |
| Total | $376,058 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,529 | CurrentYearAmt |
| Year1 | $86,481 | Year1Amt |
| Year2 | $91,789 | Year2Amt |
| Year3 | $74,851 | Year3Amt |
| Total | $319,649 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,341,154 | CurrentYearAmt |
| Year1 | $4,531,551 | Year1Amt |
| Year2 | $2,301,945 | Year2Amt |
| Year3 | $683,412 | Year3Amt |
| Total | $11,858,062 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,341,154 | CurrentYearAmt |
| Year1 | $4,531,551 | Year1Amt |
| Year2 | $2,301,945 | Year2Amt |
| Year3 | $683,412 | Year3Amt |
| Total | $11,858,062 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $52,179 | CurrentYearAmt |
| Year1 | $67,828 | Year1Amt |
| Year2 | $71,991 | Year2Amt |
| Year3 | $58,707 | Year3Amt |
| Total | $250,705 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,554 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $530,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,474 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $3,627 |
| PROJECT MANAGEMENT FEE | $279,565 |
| INTEREST ON LOAN | $24,759 |
| NET PROCEEDS FROM SALE OF TAX CREDITS-HISTORIC PROPERTIES | $892,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $564,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,200,451 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,765,215 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | OTHER INCOME REPRESENTS MISCELLANEOUS INCOME EARNED IN CARRYING OUT HBI'S MISSION AND EXEMPT PURPOSE. |
| 11B | FEES EARNED FROM DEVELOPMENT SERVICES PROVIDED DURING THE RENOVATION OF A HISTORIC PROPERTY. |
| 11C | INTEREST EARNED ON LOANS (PROGRAM RELATED INVESTMENTS) WHICH WERE MADE TO FUND THE RENOVATION OF HISTORIC PROPERTIES. |
| 11D | NET PROCEEDS FROM SALE OF TAX CREDITS REPRESENTS REVENUES EARNED FROM THE SALE OF STATE HISTORIC REHABILITATION TAX CREDITS IN CONNECTION WITH THE REHABILITATION OF THE HAYDEN BUILDING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES T BUUCK CO TURNER CONSTRUCT | ||||||
| 1 | 2 SEAPORT LANE | BOSTON | MA | 02210 | $5,000 | Yes (X) |
| BARBARA AND AMOS HOSTETTER | ||||||
| 2 | THE PILOT HOUSE LEWIS WHARF | BOSTON | MA | 02210 | $50,000 | Yes (X) |
| ALAN AND HARRIET LEWIS CO THE LEWIS | ||||||
| 3 | 347 CONGRESS STREET | BOSTON | MA | 02210 | $50,000 | Yes (X) |
| WINN DEVELOPMENT COMPANY | ||||||
| 4 | 6 FANEUIL HALL MARKETPLACE | BOSTON | MA | 02109 | $25,000 | Yes (X) |
| MARC TRUANT CO MARC TRUANT ASSOCIAT | ||||||
| 5 | 32 WARREN STREET | CAMBRIDGE | MA | 02141 | $10,000 | Yes (X) |
| EDWARD P LAWRENCE CO ROPES GRAY LLP | ||||||
| 6 | 282 NEWTON STREET | BROOKLINE | MA | 02445 | $10,000 | Yes (X) |
| RONALD DRUKER | ||||||
| 7 | 400 ATLANTIC AVE | BOSTON | MA | 02110 | $49,000 | Yes (X) |
| STEPHEN KARP CO NED MANAGEMENT LP | ||||||
| 8 | ONE WELLS AVENUE | NEWTON | MA | 02459 | $25,000 | Yes (X) |
| MURIEL NORMAN LEVENTHAL CO THE MURI | ||||||
| 9 | 200 STATE STREET 5TH FLOOR | BOSTON | MA | 02109 | $75,000 | Yes (X) |
| THE LYNCH FOUNDATION | ||||||
| 10 | 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | $100,000 | Yes (X) |
| MILLENNIUM PARTNERS | ||||||
| 11 | 172 TREMONT STREET SUITE 400 | BOSTON | MA | 02111 | $10,000 | Yes (X) |
| JOHN W HENRY CO JOHN W HENRY FAMILY | ||||||
| 12 | 301 YAMATO ROAD SUITE 2200 | BOCA RATON | FL | 33431 | $5,000 | Yes (X) |
| JOHN E DREW CO DREW COMPANY INC | ||||||
| 13 | 2 SEAPORT LANE 9TH FLOOR | BOSTON | MA | 02210 | $10,000 | Yes (X) |
| LAURA KURZOK CO EASTERN BANK CHARIT | ||||||
| 14 | 195 MARKET STREET | LYNN | MA | 01901 | $20,000 | Yes (X) |
| THE GEORGE B HENDERSON FOUNDATION | ||||||
| 15 | 50 CONGRESS STREET | BOSTON | MA | 02109 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX | CategoryTxt |
| Amt | $85,186 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87,286 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $288,409 | EOYBookValueAmt |
| EOYFMV | $288,409 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $485,435 | EOYBookValueAmt |
| EOYFMV | $485,435 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,710 | BookValueAmt |
| EOYFMV | $16,710 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $130,752 | $0 | $130,752 | $130,752 |
| BUILDINGS AND IMPROVEMENTS | $1,895,904 | $1,707,996 | $187,908 | $187,908 |
| PROJECTS UNDER DEVELOPMENT | $1,980,179 | $0 | $1,980,179 | $1,980,179 |
| FURNITURE AND EQUIPMENT | $115,749 | $115,749 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,863 | LegalFeesAmt |
| Net Investment Income | $18,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,214 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,922 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED LEASING COSTS, NET | $198,585 | $175,179 | $175,179 |
| DUE FROM AFFILIATES | $120,264 | $187,836 | $187,836 |
| INVESTMENT IN AFFILIATE | $1,103 | $1,104 | $1,104 |
| RESTRICTED DESPOSITS | $90,437 | $120,715 | $120,715 |
| FINANCING FEES, NET | $19,101 | $7,049 | $7,049 |
| PROJECT MANAGEMENT FEE RECEIVABLE, NET | $779,380 | $779,380 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PROVISION ALLOWANCE ON NOTE RECEIVABLE | $892,500 |
| CAPITAL CONTRIBUTION TO HAYDEN MM LLC | $1,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS AND ADVERTISING | $1,406 | $166 | $166 | $0 |
| PROGRAM ACTIVITIES | $19,672 | $2,614 | $2,614 | $17,058 |
| AMORTIZATION | $44,522 | $44,522 | $44,522 | $0 |
| MISCELLANEOUS | $14,919 | $1,760 | $1,760 | $13,159 |
| BAD DEBTS | $2,163 | $0 | $0 | $2,163 |
| STEEPLE PROJECT GRANT | $10,000 | $0 | $0 | $10,000 |
| INURANCE | $1,186 | $0 | $0 | $1,186 |
| OFFICE SUPPLIES AND EQUIPMENT | $16,640 | $1,964 | $1,964 | $14,676 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $3,627 | $3,627 | |
| PROJECT MANAGEMENT FEE | $279,565 | $279,565 | |
| INTEREST ON LOAN | $24,759 | $24,759 | $24,759 |
| NET PROCEEDS FROM SALE OF TAX CREDITS-HISTORIC PROPERTIES | $892,500 | $892,500 | $892,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $78,475 |
| TRANSFER OF NET ASSETS | $174,607 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $115,437 | $120,715 |
| DEFERRED RENT EXPENSE | $58,679 | $81,950 |
| LINE OF CREDIT | $1,512,000 | $115,797 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL SERVICE FEES | $1,930 | $0 | $0 | $1,930 |
| FINANCE AND ADMINISTRATIVE CONSULTANT | $26,244 | $3,097 | $3,097 | $23,147 |
| MANAGEMENT FEES | $44,790 | $44,790 | $44,790 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $26,673 | $3,269 | $2,911 | $23,762 |
| REAL ESTATE TAXES | $161,916 | $161,916 | $161,916 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| HAYDEN BUILDING MM LLC (HAYDEN LLC) | ||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | 474774178 | CAPITAL CONTRIBUTION MADE FROM HISTORIC BOSTON INCORPORATED TO HAYDEN LLC | $1,000 |
| HAYDEN BUILDING MM LLC (HAYDEN LLC) | ||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | 454774178 | FUNDS ADVANCES TO HAYDEN LLC FOR GENERAL OPERATIONS | $525 |
| EUSTIS STREET HBI MEMBER LLC (EUSTIS LLC) | ||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | 272406242 | FUNDS ADVANCED TO EUSTIS LLC FOR GENERAL OPERATIONS | $3,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,492 | TotalAmt |
Comments