Nonprofit · EIN 04-2080791
BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND
Tax-exempt · BOSTON, MA 02114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $124,815 | $255,367 | -$130,552 | $1,158,208 | $1,220 | $1,156,988 |
| August 31, 2024 | 990 | $145,473 | $282,890 | -$137,417 | $1,288,760 | $1,220 | $1,287,540 |
| August 31, 2023 | 990 | $133,406 | $285,755 | -$152,349 | $1,425,569 | $612 | $1,424,957 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $69,554
- Membership dues
- $69,554
- Program service revenue
- $0
- Investment income
- $55,261
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $215,959
- Compensation of officers, directors and key employees
- $21,513
- Salaries, compensation and benefits (total)
- $23,349
- Professional fundraising fees
- $0
- Accounting fees
- $14,995
- Program services (functional)
- $216,404
- Management and general (functional)
- $38,963
Balance sheet and other
- Total assets, start of year
- $1,288,760
- Total assets, end of year
- $1,158,208
- Total liabilities, end of year
- $1,220
- Net assets, end of year
- $1,156,988
- Net assets without donor restrictions
- $1,156,988
- Gross receipts
- $124,815
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1900
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAUREEN GAGE | SECRETARY Officer | 18 | $20,713 | $0 |
| STEPHEN KELLY | PRESIDENT, TRUSTEE Trustee or director, Officer | 1 | $0 | $400 |
| KATHLEEN CARROLL | TRUSTEE Trustee or director | 1 | $0 | $200 |
| MONIQUE BYNOE | TRUSTEE Trustee or director | 1 | $0 | $200 |
990 for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN GAGE | SECRETARY Officer | 18 | $22,439 |
| STEPHEN KELLY | PRESIDENT, TRUSTEE Trustee or director, Officer | 1 | $0 |
| KATHLEEN CARROLL | TRUSTEE Trustee or director | 1 | $0 |
| MONIQUE BYNOE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAUREEN GAGE | SECRETARY Officer | 18 | $20,713 | $0 |
| STEPHEN KELLY | PRESIDENT, TRUSTEE Trustee or director, Officer | 1 | $0 | $400 |
| KATHLEEN CARROLL | TRUSTEE Trustee or director | 1 | $0 | $200 |
| MONIQUE BYNOE | TRUSTEE Trustee or director | 1 | $0 | $200 |
Address and contacts
- Address (IRS master file)
- PO BOX 6246, BOSTON, MA 02114-0016
- In care of
- % J KEENAN
- Principal officer (990 for 2024)
- MAUREEN GAGE, 2 MILTON STREET, MALDEN, MA 02148
- Signed the 990
- MAUREEN GAGE, SECRETARY
- Phone
- (617) 634-4165
- Return prepared by
- THOMAS M PILLERI CPA
Mission
SEE ATTACHED STATEMENT ON SCHEDULE O.AN ACT TO PROVIDE FOR A PUBLIC SCHOOL TEACHERS RETIREMENT FUND IN THE CITY OF BOSTON. THE FUND SHALL CONSIST OF INVESTED PERMANENT AND GENERAL FUNDS. THE GENERAL FUND WILL BE DRAWN UPON FOR THE PURPOSES OF THIS ACT: TO PAY OUT DISTRIBUTIONS TO ANY QUALIFYING RETIRED BOSTON SCHOOL TEACHERS.
Program accomplishments
- DISTRIBUTIONS TO RETIRED BOSTON SCHOOL TEACHERS.Expenses $215,959 · revenue $69,554
- PROFESSIONAL INVESTMENT MANAGEMENT OF FUND ASSETS.Expenses $445 · revenue $55,261
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-2080791
- Tax-exempt status
- 501(c)(11): Teachers' retirement fund
- Donations deductible
- No
- Exempt since
- 1950
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y33Z)
- Assets (IRS master file)
- $1,158,208
- Income (IRS master file)
- $124,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $124,815 | $255,367 | $1,158,208 | XML |
| 990 | August 2024 | $145,473 | $282,890 | $1,288,760 | XML |
| 990 | August 2023 | $133,406 | $285,755 | $1,425,569 | XML |
| 990 | August 2022 | $90,414 | $261,208 | $1,577,621 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2080791).
Questions about BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND
- What is the EIN of BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND?
- The employer identification number (EIN) of BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND is 04-2080791.
- Is BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(11) since 1950.
- Are donations to BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND?
- The 990 for the year ended August 31, 2025 names MAUREEN GAGE.
- Who are the officers and directors of BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND?
- The 990 for the year ended August 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $20,713 (MAUREEN GAGE, SECRETARY).
- How much revenue does BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $124,815, expenses of $255,367 and total assets of $1,158,208 at year end.
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