LOWELL HISTORICAL SOCIETY: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL HISTORICAL SOCIETY (EIN 04-6069161)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-08-31
- IRS object ID
- 201202449349200105
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-31T07:56:19-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK DUPONT CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1794 BRIDGE ST UNIT 32 | AddressLine1 |
| City | DRACUT | City |
| State | MA | State |
| ZIP Code | 01826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046069161 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWE | NameControl |
| Phone | 9784934323 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 FOOT OF JOHN STREETPO BOX 1826 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01853 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEWIS T KARABATSOS | Name |
| Title | TREASURER | Title |
| Phone | 9784934323 | Phone |
| Date Signed | 2012-08-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK DUPONT | Name |
| Phone | 9789700270 | Phone |
| Date Prepared | 2012-08-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 13201 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 2528 | ContributionsGiftsGrantsEtc |
| Membership Dues | 5850 | MembershipDues |
| Investment Income | 2443 | InvestmentIncome |
| Gross Sales Of Inventory | 2380 | GrossSalesOfInventory |
| Gro Profit Loss Sales Of Inventory | 2380 | GroProfitLossSalesOfInventory |
| Total Revenue | 13201 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 3894 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 2450 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 7148 | OtherExpensesTotal |
| Total Expenses | 13492 | TotalExpenses |
| Excess Or Deficit For Year | -291 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 144319 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 144028 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144319 | BOY |
| EOY | 144028 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144319 | BOY |
| EOY | 144028 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144319 | BOY |
| EOY | 144028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| 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. | 13492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 13492 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LEWIS T KARABATSOS | ||||||
| 284 PINE STREET | LOWELL | MA | 01853 | TREASURER | 000.00 | 0 |
| CLIFF HOYT | ||||||
| 10 KEARNEY SQUARE 408 | LOWELL | MA | 01852 | DIRECTOR | 000.00 | 0 |
| GRAY FITZSIMONS | ||||||
| 66 HOLBROOK AVENUE | LOWELL | MA | 01852 | PRESIDENT | 000.00 | 0 |
| MARIE SWEENEY | ||||||
| 51 FISKE STREET | TEWKSBURY | MA | 01876 | CLERK | 000.00 | 0 |
| PHIL BELANGER | ||||||
| 77 WILLIS DRIVE | NO CHELMSFORD | MA | 01863 | DIRECTOR | 000.00 | 0 |
| STEPHANIE DONAHUE | ||||||
| 88 LUCE STREET | LOWELL | MA | 01852 | DIRECTOR | 000.00 | 0 |
| PAULINE GOLEC | ||||||
| 54 MARTIN TERRACE | DRACUT | MA | 01826 | DIRECTOR | 000.00 | 0 |
| EILEEN LOUCRAFT | ||||||
| 40 WATERSEDGE DRIVE | NASHUA | NH | 03063 | DIRECTOR | 000.00 | 0 |
| KIM ZUNINO | ||||||
| 375 MERRIMACK STREET | LOWELL | MA | 01852 | DIRECTOR | 000.00 | 0 |
| JACK PERRY | ||||||
| 30 PAWTUCKET DRIVE | LOWELL | MA | 01852 | DIRECTOR | 000.00 | 0 |
| COREY SCIUTO | ||||||
| 200 MARKET STREET UNIT 3011 | LOWELL | MA | 01852 | DIRECTOR | 000.00 | 0 |
| CHRISTINE M BROWN | ||||||
| 362 CONCORD STREET | BILLERICA | MA | 01821 | DIRECTOR | 000.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEWIS T KARABATSOS | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1826 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01853 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9784934323 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8378 | CurrentTaxYear |
| Total | 42996 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8378 | CurrentTaxYear |
| Total | 42996 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 42996 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7852 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4823 | CurrentTaxYear |
| Total | 26352 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 69348 | TotalSupport |
| Gross Receipts From Admissions Etc | 10673 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67470 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 855 SCHOLARSHIPS 500 OFFICE SUPPLIES AND EXPENSE 258 MEETING COSTS 610 STORAGE EXPENSE 3,000 GENERAL EXPENSE 1,375 GRANTS EXPENSE 550 TOTAL 7,148 |
| PRIMARY EXEMPT PURPOSE | 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. |
| ALL OTHER ACCOMPLISHMENT | 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. |
Compensation Explanation CompensationExplanation
Compensation Compensation (12 entries)
| LEWIS T KARABATSOS |
| CLIFF HOYT |
| GRAY FITZSIMONS |
| MARIE SWEENEY |
| PHIL BELANGER |
| STEPHANIE DONAHUE |
| PAULINE GOLEC |
| EILEEN LOUCRAFT |
| KIM ZUNINO |
| JACK PERRY |
| COREY SCIUTO |
| CHRISTINE M BROWN |
Comments