2025-10-13T10:38:33-05:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2024-01-01 046111819 HISTORIC BOSTON INCORPORATED HIST 6174421859 3 SCHOOL STREET BOSTON MA 02108 DR REBECCA KEMPER EXECUTIVE DIRECTOR 6174421859 2025-10-10 1 1 SORIE KABA CPA P01317106 5083669100 2025-10-10 2024 2025-03-06 01:10:19Z X 10437554 X 100220 57575 57575 57575 1324462 1324462 1324462 313967 32795 292894 32795 32795 39818 0 39818 1554870 1414832 1454650 174138 0 115208 58930 341234 116644 225756 115478 41628 10646 28788 12840 25360 3150 25360 0 325076 89734 325076 0 89592 12595 89592 0 117396 109412 117396 0 247927 219084 245003 11559 138401 137597 138401 247442 244877 247442 0 18776 0 3174 15602 5647 246 923 4724 135729 66510 102028 33701 1908346 1010495 1664147 252834 0 0 1908346 1010495 1664147 252834 -353476 404337 0 377137 285416 285416 204045 591098 591098 173669 205945 173669 173669 5246492 4476350 1971809 770142 770142 112755 31341 31341 179726 187313 187313 314173 386080 386080 43465 7984 7984 7574964 2898324 4473216 4676640 4676640 3224023 3327871 3327871 11106294 10437554 10437554 383575 390651 1223625 2508433 1978748 690207 3585948 3589291 X 7170346 6498263 350000 350000 7520346 6848263 11106294 10437554 7520346 -353476 185306 7352176 503913 6848263 VARIOUS SALES OF INVESTMENTS P 292894 260099 32795 32795 32795 32795 X 1984-06-24 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 1 0 1 WWW.HISTORICBOSTON.ORG DR REBECCA KEMPER 6174421859 3 SCHOOL STREET BOSTON MA 02108 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 STACY THOMPSON 3 SCHOOL STREET BOSTON MA 02108 EXECUTIVE DIRECTOR (AS OF 12/2024) 35.00 0 0 0 KATHY KOTTARIDIS 3 SCHOOL STREET BOSTON MA 02108 EXECUTIVE DIRECTOR (UNTIL 11/2024) 35.00 157630 16508 0 MICHAEL DURAND 3 SCHOOL STREET BOSTON MA 02108 PRESIDENT 1.00 0 0 0 PAUL MCDONOUGH 3 SCHOOL STREET BOSTON MA 02108 PRESIDENT EMERITUS 1.00 0 0 0 SAMMY NABULSI 3 SCHOOL STREET BOSTON MA 02108 TREASURER 1.00 0 0 0 JAMES LABECK 3 SCHOOL STREET BOSTON MA 02108 CLERK 1.00 0 0 0 FELICIA JACQUES 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 EMILY AXELROD 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 DAVID BLACK 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 KARILYN CROCKETT 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 BRIAN AWE 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 HENRY MOSS 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 JULIE PAUL BROWN 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 DAKOTA JONES 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 CHRISTOPHER SCOVILLE 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 ANDY FELIX 3 SCHOOL STREET BOSTON MA 02108 DIRECTOR 1.00 0 0 0 LISA LEWIS 3 SCHOOL STREET BOSTON MA 02108 PROJECT DIRECTOR 35.00 128590 15580 0 ANTONIO LOPES 3 SCHOOL STREET BOSTON MA 02108 RE DEV. DIRECTOR 35.00 133963 5254 0 ERIKA TAUER 3 SCHOOL STREET BOSTON MA 02108 OFFICE MANAGER 35.00 65299 1896 0 0 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 ACCOUNTING/PAYROLL SERVICES 271731 MASS DESIGN GROUP LTD 1 CHANDLER STREET BOSTON MA 02116 ARCHITECTURAL DESIGN AND FEASIBILITY STUDY 267928 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 AUDIT & TAX SERVICES 94500 0 RENTAL: RENTAL PROPERTY CONSISTS OF THREE HISTORIC PROPERTIES, ALL REDEVELOPED BY HBI. THE OLD CORNER BOOKSTORE, IS A COMMERICAL BUILDING ON THE OFFICIAL FREEDOM TRAIL SITE IN DOWNTOWN BOSTON WITH RETAIL AND OFFICE SPACE. THE VERTULLO BUILDING, THE OLDEST AND ONLY SURVIVING WOODEN COMMERICAL BUILDING IN THE CLARY AND LOCAN SQUARES COMMERICAL DISTRICT OF HYDE PARK, CONTAINS FIVE SMALL BUSINESSES AND FOUR UPPER STORY RESIDENTIAL UNITS. THE EUSTIS FIREHOUSE BUILDING, THE OLDEST REMAINING FIREHOUSE IN BOSTON, BUILT IN 1859, IS OPERATED AS COMMERCIAL OFFICE SPACE. 1010495 REAL ESTATE DEVELOPMENT: REPRESENTS HBI'S EFFORTS TO REDEVELOP AND REHABILITATE AT-RISK HISTORIC PROPERTIES. A PROJECT MAY BE UNDER REVIEW, WITH UNDERWRITING AND PRE-DEVELOPMENT ACTIVITY IN PROCESS FOR ONE OR SEVERAL YEARS, IN ORDER TO PLAN ITS REDEVELOPMENT OR TO CONCLUDE IT IS NOT FEASIBLE. WHEN A PROJECT IS READY FOR REDEVELOPMENT, HBI ARRANGES FINANCING, INVESTMENT AND PRIVATE OR PUBLIC FUNDING AS APPROPRIATE FOR THE PROPERTY TO CARRY OUT THE PLAN. 462425 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. 46926 0 583402 1017285 205010 1805697 0 0 1805697 27085 1778612 88931 X 252834 0 252834 1984-06-24 X 0 0 74403 0 74403 0 0 63243 0 63243 252834 183345 1981224 478570 2895973 0 0 0 0 0 252834 183345 1981224 478570 2895973 0 0 59287 45227 49602 52661 206777 0 0 0 0 X 0 0 14 57575 16 313967 01 32795 MISCELLANEOUS REVENUE 39818 0 404337 39818 444155 11B MISCELLANEOUS INCOME REPRESENTS INCOME EARNED IN CARRYING OUT HBI'S MISSION AND EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 0 X X 1 LYNNE SPENCER 15 TRIMOUNTAIN ROAD NAHANT MA 01908 10000 X 2 MR & MRS AMOS B HOSTETTER R TRUST PILOT HOUSE ASSOCIATES LLC 2 ATLANT BOSTON MA 02110 15000 X 3 ELIZABETH B JOHNSON FUND 7 WATER STREET BOSTON MA 02109 10000 X 4 MACNEIL FAMILY CHARITABLE TRUST 129 CLUBHOUSE LANE NORTHBRIDGE MA 01534 12000 X 5 MARY HOWLAND-SMOYER 111 PERKINS STREET JAMAICA PLAIN MA 02130 5576 X ACCOUNTING SERVICES 235342 0 235342 0 ACCOUNTING FEES 89734 89734 89734 0 KITTREDGE LLC 3 SCHOOL STREET BOSTON MA 02108 2022-01-31 486608 HBI PROVIDED A LOAN TO KITTREDGE LLC TO PAY OFF ITS EXISTING LOAN WITH A BANK WHICH WAS DUE. THE LOAN'S OUTSTANDING BALANCE AT 12/31/24 WAS $450,932. CONSISTENT WITH HBI'S MISSION, THE PURPOSE OF THIS PROGRAM RELATED INVESTMENT IS TO RESTORE AND PRESERVE A HISTORIC PROPERTY. 486608 NONE NOTED 12/31/23, 12/31/24 AS PART OF THEIR EXPENDITURE RESPONSIBILITY PROCESS, HBI VERIFIED THE FOLLOWING: 1. THE INVESTMENT WAS USED TO PAY OFF THE PERMANENT LOAN ON KITTREDGE LLC'S PROPERTY. 2. HBI RECEIVED BACK UP DOCUMENTATION FOR THE LOAN PAYOFF. HBI RECEIVES INTERNAL FINANCIAL STATEMENTS AND TAX FILINGS ANNUALLY. 3. THE GRANTEE HAS KEPT ADEQUATE BOOKS AND RECORDS AND MADE THEM AVAILABLE TO HBI THROUGHOUT THE YEAR. THE BOOKS AND RECORDS OF KITTREDGE LLC WERE AUDITED BY AN INDEPENDENT AUDITOR AND INCLUDED IN HBI'S FINANCIAL STATEMENTS AND THUS, HBI IS REASONABLY ASSURED THE MONIES WERE USED FOR ITS INTENDED PURPOSE. 4. THE EXPENDITURES MADE WITH THIS FUNDING DO NOT RELATE TO CARRYING ON PROPAGANDA, INFLUENCE LEGISLATION, OR INFLUENCE THE OUTCOME OF ANY PUBLIC ELECTIONS OR TO CARRY ON VOTER REGISTRATION DRIVES. BONDS 386080 386080 EQUITIES 187313 187313 OTHER FMV 7984 7984 LAND 212688 0 212688 212688 BUILDINGS AND IMPROVEMENTS 6054456 2875126 3179330 3179330 PROJECTS UNDER DEVELOPMENT 1257985 0 1257985 1257985 FURNITURE AND EQUIPMENT 49835 23198 26637 26637 LEGAL FEES 22210 0 22210 0 LEGAL FEES 3150 3150 3150 0 DEFERRED LEASING COSTS, NET 109547 92402 92402 DUE FROM AFFILIATES 718921 753591 753591 INVESTMENT IN AFFILIATE 818556 545776 545776 SECURITY DEPOSITS 104526 112049 112049 PROJECT MANAGEMENT FEE RECEIVABLE, NET 902473 1213983 1213983 DEFERRED RENT RECEIVABLE 335938 382440 382440 RIGHT-OF-USE ASSET 234062 227630 227630 NET PROVISION FOR NOTES AND PROJECT MANAGEMENT FEE AND INTEREST RECEIVABLE 491429 FORGIVENESS OF DEBT 12484 PROGRAM ACTIVITIES 10893 0 10893 0 MISCELLANEOUS 18067 0 5690 12377 OFFICE EQUIPMENT AND SUPPLIES 32618 0 13502 19116 COMMUNICATIONS 7641 0 5433 2208 COMMUNICATIONS 1662 1662 1662 0 OFFICE EQUIPMENT AND SUPPLIES 5772 5772 5772 0 MISCELLANEOUS 1993 1993 1993 0 BAD DEBT 21950 21950 21950 0 AMORTIZATION 35133 35133 35133 0 MISCELLANEOUS REVENUE 39818 39818 UNREALIZED GAIN ON INVESTMENTS 11773 RECOVERY OF INVESTMENTS IN AFFILIATES 173533 SECURITY DEPOSITS 98380 112049 LINE OF CREDIT 1459148 0 OPERATING LEASE LIABILITY 421220 428158 CONDITIONAL ADVANCE 0 150000 PAYROLL SERVICE FEES 395 0 395 0 OTHER FEES 72271 0 72271 0 INVESTMENT FEES 4331 0 4331 0 PROPERTY MANAGEMENT FEES 6308 6308 6308 0 CONTRACTED SERVICES 6287 6287 6287 0 PAYROLL TAXES 28843 0 25919 11559 PAYROLL TAXES 8635 8635 8635 0 REAL ESTATE TAXES 210449 210449 210449 0