ROBERT TREAT PAINE HISTORICAL TRUST JUDIGH K DIMARGO TREASURER: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT TREAT PAINE HISTORICAL TRUST JUDIGH K DIMARGO TREASURER (EIN 22-3095451)
Tax period
2023-07-01 to 2024-06-30
Filed
2026-09-14
IRS object ID
202622589349300237
Schema version
2023v6.0
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)
Return2026-09-14T15:01:46-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 BEAVER POND ROADAddressLine1Txt
CityBellinghamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02019ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223095451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT TREAT PAINE HISTORICAL TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 ROBERT TREAT PAINE AVEAddressLine1Txt
CityWalthamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT T STORERPersonNm
Person TitlePRESIDENT AND TPersonTitleTxt
Phone6174482954PhoneNum
Signature2026-07-31SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA H GOLDMANPreparerPersonNm
PTINP01243296PTIN
Phone5089664020PhoneNum
Preparation2026-09-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$125,458GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STONEHURSTWALTHAM.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1990FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionRENOVATION, RESTORATION, EDUCATION AND PRESERVATION OF THE ROBERT TREAT PAINE HOUSE(A NATIONAL HISTORIC LANDMARK) AND ITS CONTENTS AND GROUNDSActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,263PYContributionsGrantsAmt
CY Contributions Grants$121,625CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,291PYInvestmentIncomeAmt
CY Investment Income$3,833CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$31,554PYTotalRevenueAmt
CY Total Revenue$125,458CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$22,271PYOtherExpensesAmt
CY Other Expenses$7,843CYOtherExpensesAmt
PY Total Expenses$22,271PYTotalExpensesAmt
CY Total Expenses$7,843CYTotalExpensesAmt
PY Revenues Less Expenses$9,283PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$117,615CYRevenuesLessExpensesAmt
Total Assets BOY$372,460TotalAssetsBOYAmt
Total Assets EOY$540,075TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$372,460NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$540,075NetAssetsOrFundBalancesEOYAmt
MissionRENOVATION, RESTORATION, EDUCATION AND PRESERVATION OF THE ROBERT TREAT PAINE HOUSE(A NATIONAL HISTORIC LANDMARK) AND ITS CONTENTS AND GROUNDSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,721ExpenseAmt
DescTHIRD GRADE FIELD TRIP TO THE HOUSE - TO TEACH ABOUT THE HISTORY OF THE HOUSEDesc
Total Program Service Expenses$5,721TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT T STORERPersonNm
Phone6174482954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 ROBERT TREAT PAINE AVEAddressLine1Txt
CityWalthamCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02452ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ERIKA BOURNE
DIRECTOR2.000.00Yes (X)$0$0$0
ELAINE SMERLAS
DIRECTOR2.000.00Yes (X)$0$0$0
REBECCA MIGDAL
DIRECTOR2.000.00Yes (X)$0$0$0
JOHN COX
DIRECTOR2.000.00Yes (X)$0$0$0
NORMAN ADAMS
DIRECTOR2.000.00Yes (X)$0$0$0
SARAH LYON
DIRECTOR2.000.00Yes (X)$0$0$0
SUSAN LYON
SECRETARY2.000.00Yes (X)$0$0$0
THOMAS M PAINE
VICE PRESIDENT2.000.00Yes (X)$0$0$0
ROBERT T STORER
PRESIDENT AND TREASURER2.000.00Yes (X)$0$0$0
ROGER LAWRENCE
DIRECTOR2.000.00Yes (X)$0$0$0
BRIAN LABAU
DIRECTOR2.000.00Yes (X)$0$0$0
JUDITH KEEGAN DIMARZO
DIRECTOR2.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$121,625AllOtherContributionsAmt
Total Contributions$121,625TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,833TotalRevenueColumnAmt
Related Or Exempt Func Income$3,833RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,458TotalRevenueColumnAmt
Related Or Exempt Func Income$3,833RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,721TotalAmt
Program Services$5,721ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,122TotalAmt
Management And General$2,122ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,843TotalAmt
Program Services$5,721ProgramServicesAmt
Management And General$2,122ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$372,460BOYAmt
EOY$126,872EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$413,203EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$372,460BOYAmt
EOY$540,075EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$372,460BOYAmt
EOY$540,075EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$372,460BOYAmt
EOY$540,075EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$372,460BOYAmt
EOY$540,075EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$117,615ReconcilationRevenueExpnssAmt
Prior Period Adjustments$50,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$73,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,263CurrentTaxYearMinus1YearAmt
Current Tax Year$121,625CurrentTaxYearAmt
Total$395,702TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,263CurrentTaxYearMinus1YearAmt
Current Tax Year$121,625CurrentTaxYearAmt
Total$395,702TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$98,458SubstantialContributorsTotAmt
Public Support Total170$297,244PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,291CurrentTaxYearMinus1YearAmt
Current Tax Year$3,833CurrentTaxYearAmt
Total$5,354TotalAmt
FieldValueIRS element (for citing)
Total Support$401,056TotalSupportAmt
Public Support CY1700.74120PublicSupportCY170Pct
Public Support PY1700.70870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Officer directors etc family relationship Part VI line 2Five of the twelve trustees are members of the Paine Family. The Robert Treat Paine house was originally owned by this family.
Form 990 governing body review Part VI line 11FORM 990 WILL BE AVAIALABLE TO THE GOVERNING BODY TO REVIEW BEFORE IT IS FILED.
Governing documents etc available to public Part VI line 19GOVERNING DOUCMENTS AND FORM 990 ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST
Explanation of other changes in net assets or fund balances Part XI line 9A DEPOSIT OF $50,000 WAS INADVERTENLY OMITTED FROM THE ENDING CASH BALANCE AT THE END OF THE PREVIOUS FISCAL YEAR.
List of other fees for services expenses Part IX line 11gExpenses for the third grade program - insurance and teacher stipends

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