LOWELL HISTORICAL SOCIETY: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOWELL HISTORICAL SOCIETY (EIN 04-6069161)
Tax period
2025-05-01 to 2026-04-30
Filed
2026-09-14
IRS object ID
202612579349201011
Schema version
2025v4.0
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

FieldValueIRS element (for citing)
Return2026-09-14T10:31:13-04:00ReturnTs
Tax Period End2026-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010553852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARK DUPONT CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11794 BRIDGE ST UNIT 32AddressLine1Txt
CityDRACUTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01826ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046069161EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOWELL HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWEBusinessNameControlTxt
Phone5085274652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1826AddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01853ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEWIS T KARABATSOSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5085274652PhoneNum
Signature2026-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK DUPONTPreparerPersonNm
PTINP00028194PTIN
Phone9789700270PhoneNum
Preparation2026-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressLOWELLHISTORICALSOCIETY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$66,392GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$4,666MembershipDuesAmt
Investment Income$8,908InvestmentIncomeAmt
Other Revenue Total$52,818OtherRevenueTotalAmt
Total Revenue$66,392TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,974FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$18,675OtherExpensesTotalAmt
Total Expenses$21,649TotalExpensesAmt
Excess Or Deficit For Year$44,743ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$356,642NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$401,385NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$356,642BOYAmt
EOY$401,385EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$356,642BOYAmt
EOY$401,385EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$356,642BOYAmt
EOY$401,385EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeCOLLECTION 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 AccomDescriptionProgramSrvcAccomTxtProgram 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.$21,649
FieldValueIRS element (for citing)
Total Program Service Expenses$21,649TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LEWIS T KARABATSOS
TREASURER000.00$0
GRAY FITZSIMONS
DIRECTOR000.00$0
MARIE SWEENEY
CLERK000.00$0
PHIL BELANGER
VICE PRESIDE000.00$0
STEPHANIE DONAHUE
DIRECTOR000.00$0
PAULINE GOLEC
DIRECTOR000.00$0
EILEEN LOUCRAFT
DIRECTOR000.00$0
KIM ZUNINO
DIRECTOR000.00$0
BRIDGET COOLEY
ARCHIVIST000.00$0
WALTER V HICKEY
GENEALOGIST000.00$0
AURORA ERICKSON
DIRECTOR000.00$0
THOMAS THORNTON
DIRECTOR000.00$0
JASON STRUNK
DIRECTOR000.00$0
MIA GRACEFFA
DIRECTOR000.00$0
ANTHONY SAMPAS
LIBRARIAN000.00$0
JOE JUSSAUME
PRESIDENT000.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLEWIS T KARABATSOSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1284 PINE STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01851ZIPCd
FieldValueIRS element (for citing)
Phone5085274652PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,846CurrentTaxYearMinus1YearAmt
Current Tax Year$4,463CurrentTaxYearAmt
Total$27,990TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,846CurrentTaxYearMinus1YearAmt
Current Tax Year$4,463CurrentTaxYearAmt
Total$27,990TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$27,990PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,545CurrentTaxYearMinus1YearAmt
Current Tax Year$8,908CurrentTaxYearAmt
Total$40,214TotalAmt
FieldValueIRS element (for citing)
Total Support$68,204TotalSupportAmt
Gross Receipts Rltd Activities$212,780GrossReceiptsRltdActivitiesAmt
Public Support CY1700.41040PublicSupportCY170Pct
Public Support PY1700.32800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8CHANGE IN VALUE 49,382 CAPITAL GAINS 2,447 OTHER REVENUE 989 TOTAL 52,818
FORM 990-EZ, PART I, LINE 16EXPENSES INSURANCE 1,456 STORAGE EXPENSE 14,021 GENERAL EXPENSE 3,198 TOTAL 18,675
FORM 990-EZ, PART IIICOLLECTION 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 31COLLECTION 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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