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(3-4-26 Document #9) RSHT Form 990 6-30-2025 Corrected
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990 Return of Organization Exempt From Income Tax OMB No. 1545-0047
2024
Form
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Department of the Treasury
Do not enter social security numbers on this form as it may be made public. Open to Public
Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection
A For the 2024 calendar year, or tax year beginning Jul 1 , 2024, and ending Jun 30 , 20 25
B Check if applicable: C Name of organization REVERE AND SON HERITAGE TRUST CORPORATION D Employer identification number
Address change Doing business as 85-3884982
Name change Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number
Initial return 801 WASHINGTON ST (617)834-0735
Final return/terminated City or town, state or province, country, and ZIP or foreign postal code
Amended return CANTON, MA 02021 G Gross receipts $ 471,839.
Application pending F Name and address of principal officer: H(a) Is this a group return for subordinates? Yes No
ALAN HINES, 46 ANGELA ST, CANTON, MA 02021 H(b) Are all subordinates included? Yes No
I Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 If “No,” attach a list. See instructions.
J Website: HTTPS://PAULREVEREMUSEUM.ORG/ H(c) Group exemption number
K Form of organization: Corporation Trust Association Other L Year of formation: 2020 M State of legal domicile: MA
Part I Summary
1 Briefly describe the organization’s mission or most significant activities:
This Corporation will manage two historic buildings and grounds
Activities & Governance
located at an historic site in Canton, MA.
2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 8
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . 5 3
6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . 6 25
7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a 0.
b Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . 7b 0.
Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . 650,025. 471,040.
Revenue
9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . .
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . 666. 799.
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . 35,394.
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 686,085. 471,839.
13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . .
14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . .
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 36,770. 48,623.
Expenses
16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . 19,350. 5,786.
b Total fundraising expenses (Part IX, column (D), line 25) 13,415.
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . 119,857. 150,777.
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . 175,977. 205,186.
19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . 510,108. 266,653.
Fund Balances
Beginning of Current Year End of Year
Net Assets or
20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . . 903,217. 1,168,877.
21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . 993.
22 Net assets or fund balances. Subtract line 21 from line 20 . . . . . . 902,224. 1,168,877.
Part II Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Signature of officer Date
Here ALAN HINES, TREASURER
Type or print name and title
Preparer’s name Preparer’s signature Date Check if PTIN
Paid
Michael A. Galer Michael A. Galer 01/13/2026 self-employed P00408926
Preparer
Use Only Firm’s name Michael A. Galer CPA, P.C. Firm’s EIN 02-0537780
Firm’s address 779 Washington Street Unit 1A, Canton, MA 02021 Phone no. (781)821-2155
May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . . Yes No
For Paperwork Reduction Act Notice, see the separate instructions. BAA Cat. No. 11282Y REV 09/03/25 PRO Form 990 (2024)Source page 2
Form 990 (2024) Page 2
Part III Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III . . . . . . . . . . . . .
1 Briefly describe the organization’s mission:
This Corporation will manage two historic buildings and grounds
located at an historic site in Canton, MA.
2 Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
If “Yes,” describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program
services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
If “Yes,” describe these changes on Schedule O.
4 Describe the organization’s program service accomplishments for each of its three largest program services, as measured by
expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,
the total expenses, and revenue, if any, for each program service reported.
4a (Code: ) (Expenses $ 150,544. including grants of $ 0. ) (Revenue $ 471,040. )
Design, develop and manage the operations of the Paul Revere Museum of Discovery and
Innovation; develop supporting attractions for public purpose; and provide educational,
cultural and recreational programming at this historic site. These activities will be
performed under the direction of the Corporation's Board of Directors, using volunteers,
employees and firms retained to provide specialized services. These activities
will be funded through rental income, museum and event admissions, financial
support from the Town of Canton, and public and private grants, endowments and
philanthropy. Revenues and expenses for the Corporation will inure to the benefit of
enhancing this historic site and furthering the education and recreational enjoyment
of the public.
4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ )
4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ )
4d Other program services (Describe on Schedule O.)
(Expenses $ including grants of $ ) (Revenue $ )
4e Total program service expenses 150,544.
REV 09/03/25 PRO Form 990 (2024)Source page 3
Form 990 (2024) Page 3
Part IV Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,”
complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2 Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . 2
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . 3
4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . . 4
5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Rev. Proc. 98-19? If “Yes,” complete Schedule C, Part III . . 5
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors
have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If
“Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . 7
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,”
complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a
custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or
debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . 9
10 Did the organization, directly or through a related organization, hold assets in donor-restricted endowments
or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . 10
11 If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI,
VII, VIII, IX, or X, as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,”
complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . 11a
b Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more
of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII . . . . . . . . 11b
c Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more
of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII . . . . . . . . 11c
d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets
reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX . . . . . . . . . . . . . . 11d
e Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X 11e
f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X 11f
12a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete
Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a
b Was the organization included in consolidated, independent audited financial statements for the tax year? If
“Yes,” and if the organization answered “No” to line 12a, then completing Schedule D, Parts XI and XII is optional 12b
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 13
14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . 14a
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,
fundraising, business, investment, and program service activities outside the United States, or aggregate
foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . 14b
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or
for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . 15
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other
assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV. . . . . . . . 16
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on
Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions . . . . . 17
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II . . . . . . . . . . . . . . . 18
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . 19
20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . 20a
b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 20b
21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . 21
REV 09/03/25 PRO Form 990 (2024)Source page 4
Form 990 (2024) Page 4
Part IV Checklist of Required Schedules (continued)
Yes No
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . 22
23 Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5, about compensation of the
organization’s current and former officers, directors, trustees, key employees, and highest compensated
employees? If “Yes,” complete Schedule J . . . . . . . . . . . . . . . . . . . . . . 23
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
$100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b
through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . 24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . 24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . 24c
d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 24d
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit
transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . 25a
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . 25b
26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current
or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . . 26
27 Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key
employee, creator or founder, substantial contributor or employee thereof, a grant selection committee
member, or to a 35% controlled entity (including an employee thereof) or family member of any of these
persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . 27
28 Was the organization a party to a business transaction with one of the following parties? (See the Schedule
L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions).
a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If
“Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . 28a
b A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV . . . . 28b
c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If
“Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . 28c
29 Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M 29
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . 30
31 Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I 31
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,”
complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . 32
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . 33
34 Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III,
or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . 35a
b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a
controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . 35b
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . 36
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI 37
38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and
19? Note: All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . . 38
Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . .
Yes No
1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . 1a 0
b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . 1b 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c
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Form 990 (2024) Page 5
Part V Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
Statements, filed for the calendar year ending with or within the year covered by this return 2a 3
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . 2b
3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . 3a
b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over,
a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a
b If “Yes,” enter the name of the foreign country
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . 5a
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b
c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the
organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . 6a
b If “Yes,” did the organization include with every solicitation an express statement that such contributions or
gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . 7a
b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . 7c
d If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . 7d
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . 7f
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7g
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year? . . . . . . . . 8
9 Sponsoring organizations maintaining donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . 9a
b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . 9b
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . 10a
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders . . . . . . . . . . . . . . . 11a
b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.) . . . . . . . . . . . . . . . 11b
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a
b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . 13a
Note: See the instructions for additional information the organization must report on Schedule O.
b Enter the amount of reserves the organization is required to maintain by the states in which
the organization is licensed to issue qualified health plans . . . . . . . . . . 13b
c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . 14a
b If “Yes,” has it filed a Form 720 to report these payments? If “No,” provide an explanation on Schedule O . 14b
15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . 15
If “Yes,” see the instructions and file Form 4720, Schedule N.
16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? 16
If “Yes,” complete Form 4720, Schedule O.
17 Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities
that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . . 17
If “Yes,” complete Form 6069.
Form 990 (2024)
REV 09/03/25 PROSource page 6
Form 990 (2024) Page 6
Part VI Governance, Management, and Disclosure. For each “Yes” response to lines 2 through 7b below, and for a “No”
response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . .
Section A. Governing Body and Management
Yes No
1a Enter the number of voting members of the governing body at the end of the tax year . . 1a 8
If there are material differences in voting rights among members of the governing body, or
if the governing body delegated broad authority to an executive committee or similar
committee, explain on Schedule O.
b Enter the number of voting members included on line 1a, above, who are independent . 1b 8
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . 2
3 Did the organization delegate control over management duties customarily performed by or under the direct
supervision of officers, directors, trustees, or key employees to a management company or other person? . 3
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4
5 Did the organization become aware during the year of a significant diversion of the organization’s assets? . 5
6 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . 6
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint
one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . 7a
b Are any governance decisions of the organization reserved to (or subject to approval by) members,
stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . 7b
8 Did the organization contemporaneously document the meetings held or written actions undertaken during
the year by the following:
a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a
b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . 8b
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at
the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . . 9
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . 10a
b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters,
affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 10b
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a
b Describe on Schedule O the process, if any, used by the organization to review this Form 990.
12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . 12a
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,”
describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . 12c
13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . 13
14 Did the organization have a written document retention and destruction policy? . . . . . . . . . 14
15 Did the process for determining compensation of the following persons include a review and approval by
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . 15a
b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . 15b
If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions.
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . 16a
b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the
organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . 16b
Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed MA
18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)
(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website Another’s website Upon request Other (explain on Schedule O)
19 Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy,
and financial statements available to the public during the tax year.
20 State the name, address, and telephone number of the person who possesses the organization’s books and records.
ALAN HINES, 46 ANGELA ST, CANTON, MA 02021 (617)834-0735
REV 09/03/25 PRO Form 990 (2024)Source page 7
Form 990 (2024) Page 7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization’s tax year.
• List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
• List all of the organization’s current key employees, if any. See the instructions for definition of “key employee.”
• List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than
$100,000 from the organization and any related organizations.
• List all of the organization’s former officers, key employees, and highest compensated employees who received more than
$100,000 of reportable compensation from the organization and any related organizations.
• List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(A) (B) Position (D) (E) (F)
(do not check more than one
Name and title Average box, unless person is both an Reportable Reportable Estimated amount
hours officer and a director/trustee) compensation compensation of other
per week from the from related compensation
or director
Individual trustee
Institutional trustee
Officer
Key employee
employee
Highest compensated
Former
(list any organization (W-2/ organizations (W-2/ from the
hours for 1099-MISC/ 1099-MISC/ organization and
related 1099-NEC) 1099-NEC) related organizations
organizations
below
dotted line)
(1) VICTOR DEL VECCHIO 30.00
PRESIDENT
(2) ALAN HINES 30.00
TREASURER
(3) MATTHEW MACDONALD 5.00
CLERK
(4) JOYCE STENMON 30.00
BOARD MEMBER
(5) ELIZABETH H SUGAMELI 25.00
BOARD MEMBER
(6) GEORGE T COMEAU 2.00
BOARD MEMBER
(7) STEPHEN SCHOTTENFELD 30.00
BOARD MEMBER
(8) FREDERICK FAIRFIELD 2.00
BOARD MEMBER
(9) SHERRY ALPERT 5.00
BOARD MEMBER
(10) STUART GREGERMAN 5.00
BOARD MEMBER
(11) ROBERT MARTELLO 2.00
BOARD MEMBER
(12)
(13)
(14)
REV 09/03/25 PRO Form 990 (2024)Source page 8
Form 990 (2024) Page 8
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(C)
(A) (B) Position (D) (E) (F)
(do not check more than one
Name and title Average box, unless person is both an Reportable Reportable Estimated amount
hours officer and a director/trustee) compensation compensation of other
per week from the from related compensation
or director
Individual trustee
Institutional trustee
Officer
Key employee
employee
Highest compensated
Former
(list any organization (W-2/ organizations (W-2/ from the
hours for 1099-MISC/ 1099-MISC/ organization and
related 1099-NEC) 1099-NEC) related organizations
organizations
below
dotted line)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)
1b Subtotal . . . . . . . . . . . . . . . . . . . . . .
c Total from continuation sheets to Part VII, Section A . . . . . .
d Total (add lines 1b and 1c) . . . . . . . . . . . . . . . .
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
Yes No
3 Did the organization list any former officer, director, trustee, key employee, or highest compensated
employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . 3
4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . 5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A) (B) (C)
Name and business address Description of services Compensation
2 Total number of independent contractors (including but not limited to those listed above) who
received more than $100,000 of compensation from the organization
REV 09/03/25 PRO Form 990 (2024)Source page 9
Form 990 (2024) Page 9
Part VIII Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . .
(A) (B) (C) (D)
Total revenue Related or exempt Unrelated Revenue excluded
function revenue business revenue from tax under
sections 512–514
Contributions, Gifts, Grants,
1a Federated campaigns . . . . 1a
and Other Similar Amounts
b Membership dues . . . . . 1b
c Fundraising events . . . . . 1c 36,791.
d Related organizations . . . . 1d
e Government grants (contributions) 1e 140,500.
f All other contributions, gifts, grants,
and similar amounts not included above 1f 293,749.
g Noncash contributions included in
lines 1a–1f . . . . . . . . 1g $
h Total. Add lines 1a–1f . . . . . . . . . . . 471,040.
Business Code
Program Service
2a
b
Revenue
c
d
e
f All other program service revenue . .
g Total. Add lines 2a–2f . . . . . . . . . . .
3 Investment income (including dividends, interest, and
other similar amounts) . . . . . . . . . . . 799. 0. 0. 799.
4 Income from investment of tax-exempt bond proceeds
5 Royalties . . . . . . . . . . . . . . .
(i) Real (ii) Personal
6a Gross rents . . 6a
b Less: rental expenses 6b
c Rental income or (loss) 6c
d Net rental income or (loss) . . . . . . . . .
7a Gross amount from (i) Securities (ii) Other
sales of assets
other than inventory 7a
b Less: cost or other basis
Other Revenue
and sales expenses . 7b
c Gain or (loss) . . 7c
d Net gain or (loss) . . . . . . . . . . . .
8a Gross income from fundraising
events (not including $ 36,791.
of contributions reported on line
1c). See Part IV, line 18 . . . 8a
b Less: direct expenses . . . . 8b
c Net income or (loss) from fundraising events . . .
9a Gross income from gaming
activities. See Part IV, line 19 . 9a
b Less: direct expenses . . . . 9b
c Net income or (loss) from gaming activities . . . .
10a Gross sales of inventory, less
returns and allowances . . . 10a
b Less: cost of goods sold . . . 10b
c Net income or (loss) from sales of inventory . . . .
Business Code
Miscellaneous
11a
Revenue
b
c
d All other revenue . . . . . . .
e Total. Add lines 11a–11d . . . . . . . . . .
12 Total revenue. See instructions . . . . . . . 471,839. 0. 0. 799.
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Form 990 (2024) Page 10
Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . .
Do not include amounts reported on lines 6b, 7b, (A) (B) (C) (D)
Total expenses Program service Management and Fundraising
8b, 9b, and 10b of Part VIII. expenses general expenses expenses
1 Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21 .
2 Grants and other assistance to domestic
individuals. See Part IV, line 22 . . . . .
3 Grants and other assistance to foreign
organizations, foreign governments, and
foreign individuals. See Part IV, lines 15 and 16
4 Benefits paid to or for members . . . .
5 Compensation of current officers, directors,
trustees, and key employees . . . . .
6 Compensation not included above to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B) . .
7 Other salaries and wages . . . . . . 45,401. 45,401. 0. 0.
8 Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
9 Other employee benefits . . . . . . .
10 Payroll taxes . . . . . . . . . . . 3,222. 3,222. 0. 0.
11 Fees for services (nonemployees):
a Management . . . . . . . . . .
b Legal . . . . . . . . . . . . .
c Accounting . . . . . . . . . . . 16,556. 0. 16,556. 0.
d Lobbying . . . . . . . . . . . .
e Professional fundraising services. See Part IV, line 17 5,786. 5,786.
f Investment management fees . . . . .
g Other. (If line 11g amount exceeds 10% of line 25, column
(A), amount, list line 11g expenses on Schedule O.) .
12 Advertising and promotion . . . . . . 1,823. 1,823. 0. 0.
13 Office expenses . . . . . . . . . 3,161. 0. 3,161. 0.
14 Information technology . . . . . . . 5,705. 0. 5,705. 0.
15 Royalties . . . . . . . . . . . .
16 Occupancy . . . . . . . . . . . 12,431. 0. 12,431. 0.
17 Travel . . . . . . . . . . . . . 730. 0. 730. 0.
18 Payments of travel or entertainment expenses
for any federal, state, or local public officials
19 Conferences, conventions, and meetings .
20 Interest . . . . . . . . . . . .
21 Payments to affiliates . . . . . . . .
22 Depreciation, depletion, and amortization . 56,704. 56,704. 0. 0.
23 Insurance . . . . . . . . . . . . 2,644. 0. 2,644. 0.
24 Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses on line 24e. If
line 24e amount exceeds 10% of line 25, column
(A), amount, list line 24e expenses on Schedule O.)
a MUSEUM PROGRAMMING 41,678. 41,678. 0. 0.
b FUNDRAISING EXPENSES 7,629. 0. 0. 7,629.
c PAYROLL EXPENSES 1,716. 1,716. 0. 0.
d
e All other expenses
25 Total functional expenses. Add lines 1 through 24e 205,186. 150,544. 41,227. 13,415.
26 Joint costs. Complete this line only if the
organization reported in column (B) joint costs
from a combined educational campaign and
fundraising solicitation. Check here if
following SOP 98-2 (ASC 958-720) . . .
REV 09/03/25 PRO Form 990 (2024)Source page 11
Form 990 (2024) Page 11
Part X Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X . . . . . . . . . . . . .
(A) (B)
Beginning of year End of year
1 Cash—non-interest-bearing . . . . . . . . . . . . . . 1
2 Savings and temporary cash investments . . . . . . . . . . 148,021. 2 305,202.
3 Pledges and grants receivable, net . . . . . . . . . . . . 3
4 Accounts receivable, net . . . . . . . . . . . . . . . 4
5 Loans and other receivables from any current or former officer, director,
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons . . . . 5
6 Loans and other receivables from other disqualified persons (as defined
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) 6
7 Notes and loans receivable, net . . . . . . . . . . . . . 7
Assets
8 Inventories for sale or use . . . . . . . . . . . . . . . 8
9 Prepaid expenses and deferred charges . . . . . . . . . . 9
10a Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D . . . 10a 962,708.
b Less: accumulated depreciation . . . . . 10b 99,033. 755,196. 10c 863,675.
11 Investments—publicly traded securities . . . . . . . . . . 11
12 Investments—other securities. See Part IV, line 11 . . . . . . . 12
13 Investments—program-related. See Part IV, line 11 . . . . . . . 13
14 Intangible assets . . . . . . . . . . . . . . . . . . 14
15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . 0. 15 0.
16 Total assets. Add lines 1 through 15 (must equal line 33) . . . . . 903,217. 16 1,168,877.
17 Accounts payable and accrued expenses . . . . . . . . . . 993. 17
18 Grants payable . . . . . . . . . . . . . . . . . . . 18
19 Deferred revenue . . . . . . . . . . . . . . . . . . 19
20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . 20
21 Escrow or custodial account liability. Complete Part IV of Schedule D . 21
22 Loans and other payables to any current or former officer, director,
Liabilities
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons . . . . 22
23 Secured mortgages and notes payable to unrelated third parties . . 23
24 Unsecured notes and loans payable to unrelated third parties . . . 24
25 Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17–24). Complete Part X
of Schedule D . . . . . . . . . . . . . . . . . . . 25
26 Total liabilities. Add lines 17 through 25 . . . . . . . . . . 993. 26
Organizations that follow FASB ASC 958, check here
Net Assets or Fund Balances
and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions . . . . . . . . . . . 902,224. 27 1,168,877.
28 Net assets with donor restrictions . . . . . . . . . . . . 28
Organizations that do not follow FASB ASC 958, check here
and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds . . . . . . . . 29
30 Paid-in or capital surplus, or land, building, or equipment fund . . . 30
31 Retained earnings, endowment, accumulated income, or other funds . 31
32 Total net assets or fund balances . . . . . . . . . . . . . 902,224. 32 1,168,877.
33 Total liabilities and net assets/fund balances . . . . . . . . . 903,217. 33 1,168,877.
REV 09/03/25 PRO Form 990 (2024)Source page 12
Form 990 (2024) Page 12
Part XI Reconciliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . .
1 Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . 1 471,839.
2 Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . 2 205,186.
3 Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . 3 266,653.
4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . 4 902,224.
5 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . 5
6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . 6
7 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . 9
10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1,168,877.
Part XII Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . .
Yes No
1 Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked “Other,” explain on
Schedule O.
2a Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . 2a
If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or
reviewed on a separate basis, consolidated basis, or both.
Separate basis Consolidated basis Both consolidated and separate basis
b Were the organization’s financial statements audited by an independent accountant? . . . . . . . 2b
If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a
separate basis, consolidated basis, or both.
Separate basis Consolidated basis Both consolidated and separate basis
c If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of
the audit, review, or compilation of its financial statements and selection of an independent accountant? . 2c
If the organization changed either its oversight process or selection process during the tax year, explain on
Schedule O.
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the
Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . 3a
b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the
required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . 3b
REV 09/03/25 PRO Form 990 (2024)Source page 13
OMB No. 1545-0047
SCHEDULE A Public Charity Status and Public Support
(Form 990)
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. 2024
Department of the Treasury Attach to Form 990 or Form 990-EZ. Open to Public
Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection
Name of the organization Employer identification number
REVERE AND SON HERITAGE TRUST CORPORATION 85-3884982
Part I Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the
hospital’s name, city, and state:
5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part II.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public
described in section 170(b)(1)(A)(vi). (Complete Part II.)
8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college
or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
university:
10 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross
receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3% of its
support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of
one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check
the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the
supporting organization. You must complete Part IV, Sections A and B.
b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s). You must complete Part IV, Sections A and C.
c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
f Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . .
g Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (iv) Is the organization (v) Amount of monetary (vi) Amount of
(described on lines 1–10 listed in your governing support (see other support (see
above (see instructions)) document? instructions) instructions)
Yes No
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. BAA Schedule A (Form 990) 2024
REV 09/03/25 PROSource page 14
Schedule B Schedule of Contributors
(Form 990)
(Rev. December 2024) Attach to Form 990, 990-EZ, or 990-PF. OMB No. 1545-0047
Department of the Treasury Go to www.irs.gov/Form990 for the latest information.
Internal Revenue Service
Name of the organization Employer identification number
REVERE AND SON HERITAGE TRUST CORPORATION 85-3884982
Organization type (check one):
Filers of: Section:
Form 990 or 990-EZ 501(c)( 3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See
instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000
or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a
contributor’s total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the
regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or
16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or
(2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific,
literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering
“N/A” in column (b) instead of the contributor name and address), II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such
contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received
during the year for an exclusively religious, charitable, etc., purpose. Don’t complete any of the parts unless the
General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions
totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . $
Caution: An organization that isn’t covered by the General Rule and/or the Special Rules doesn’t file Schedule B (Form 990), but it
must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line
2, to certify that it doesn’t meet the filing requirements of Schedule B (Form 990).
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. REV 09/03/25 PRO Schedule B (Form 990) (Rev. 12-2024)
BAASource page 15
Schedule B (Form 990) (Rev. 12-2024) Page 2
Name of organization Employer identification number
REVERE AND SON HERITAGE TRUST CORPORATION 85-3884982
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
1 MARK W EVERSON REVOKABLE TRUST Person
Payroll
1501 OAK LEAF CIRCLE $ 5,000. Noncash
(Complete Part II for
GAUTIER MS 39553 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
2 FRANK R AND ELIZABETH SIMONI FOUNDATION Person
Payroll
1401 PROVIDENCE HIGHWAY 4 $ 10,000. Noncash
(Complete Part II for
NORWOOD MA 02062 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
3 SHERRY ALPERT AND JAY FOLEY Person
Payroll
3 RIVERVIEW ROAD $ 30,000. Noncash
(Complete Part II for
CANTON MA 02021 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
4 RONALD A AND ELIZABETH SUGAMELI CHARITABLE FUND Person
Payroll
39 BRIDGE GATE $ 40,000. Noncash
(Complete Part II for
PLYMOUTH MA 02360 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
5 COMMONWEALTH OF MASSACHUSETTS Person
Payroll
24 BEACON STREET $ 137,500. Noncash
(Complete Part II for
BOSTON MA 02133 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
6 TOWN OF CANTON Person
Payroll
801 WASHINGTON ST $ 178,886. Noncash
(Complete Part II for
CANTON MA 02021 noncash contributions.)
REV 09/03/25 PRO Schedule B (Form 990) (Rev. 12-2024)
BAASource page 16
Schedule B (Form 990) (Rev. 12-2024) Page 2
Name of organization Employer identification number
REVERE AND SON HERITAGE TRUST CORPORATION 85-3884982
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
7 VICTOR DEL VECCHIO & ALICIA LOPEZ FAMILY FUND Person
Payroll
87 CHAPMAN STREET $ 10,000. Noncash
(Complete Part II for
CANTON MA 02021 noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
REV 09/03/25 PRO Schedule B (Form 990) (Rev. 12-2024)
BAASource page 17
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Pt III, Line 1a: The Corporation does not include its historical artifacts in
its income statement or balance sheet.
Pt III, Line 4: The Corporations historical artifacts include a Revere bell,
a replica of the USS Constitution and other historical artifacts and exhibits
in display cases.
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SCHEDULE O Supplemental Information to Form 990 or 990-EZ
(Form 990) Complete to provide information for responses to specific questions on OMB No. 1545-0047
(Rev. December 2024) Form 990 or 990-EZ or to provide any additional information.
Department of the Treasury
Attach to Form 990 or Form 990-EZ. Open to Public
Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection
Name of the organization Employer identification number
REVERE AND SON HERITAGE TRUST CORPORATION 85-3884982
Pt VI, Line 18: Form 990 is submitted along with Massachusetts Form PC is available
on Attorney General's website.
Pt VI, Line 11b: A complete copy of the 990 was shared to all members of the
Board to approve before filing.
Pt VI, Line 12c: All Board members and key employees must go through state ethics
training as required by all municipal employees and our secretary retains records
of the completion.
Pt XI: Adjustment to Net Assets of (3,211) to correct beginning balance.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. BAA Schedule O (Form 990) (Rev. 12-2024)
REV 09/03/25 PRO