PROPRIETORS OF THE BOSTON ATHENAEUM: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PROPRIETORS OF THE BOSTON ATHENAEUM (EIN 04-2104852)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-13
- IRS object ID
- 202412269349302001
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T14:03:27-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF THE BOSTON ATHENAEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROP | BusinessNameControlTxt |
| Phone | 6172270270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 12 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F JAVIER CEVALLOS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6172270270 | PhoneNum |
| Signature | 2024-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2024-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEAH ROSOVSKY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $125,136,723 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSTONATHENAEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1807 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,503,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,538,472 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,266,628 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,549,067 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,298,454 | PYInvestmentIncomeAmt |
| CY Investment Income | -$283,611 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,660 | PYOtherRevenueAmt |
| CY Other Revenue | $159,402 | CYOtherRevenueAmt |
| PY Total Revenue | $9,102,071 | PYTotalRevenueAmt |
| CY Total Revenue | $6,963,330 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,807,448 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,954,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $969,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,548,039 | PYOtherExpensesAmt |
| CY Other Expenses | $6,606,750 | CYOtherExpensesAmt |
| PY Total Expenses | $10,365,737 | PYTotalExpensesAmt |
| CY Total Expenses | $11,574,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,263,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,610,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,592,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,794,404 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,970,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,209,084 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,622,243 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,585,320 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,454,077 | ExpenseAmt |
| Grant | $13,250 | GrantAmt |
| Revenue | $1,464,351 | RevenueAmt |
| Desc | LIBRARY SERVICES - SEE SCHEDULE O.LIBRARY SERVICES - THE LIBRARY IS THE LARGEST PROGRAMMATIC ACTIVITY OFTHE BOSTON ATHENAEUM, SERVING APPROXIMATELY 5,000 MEMBERS, THEIRFAMILIES, THE SCHOLARLY COMMUNITY, STUDENTS, AND OTHER MEMBERS OF THEPUBLIC. IT IS COMPOSED OF TWO PRINCIPAL DEPARTMENTS: READER SERVICESAND TECHNICAL SERVICES. READER SERVICES AT THE BOSTON ATHENAEUMCOMPRISES THE PUBLIC DEPARTMENTS THAT OFFER LIBRARY SERVICES. THE HEADOF READER SERVICES AND THE ARCHIVIST/REFERENCE LIBRARIAN WORK AT THEREFERENCE DESK; THEY ANSWER HUNDREDS OF MEMBERS AND RESEARCHERS'QUESTIONS AND ASSIST IN THE USE OF CIRCULATING MATERIALS, SPECIALCOLLECTIONS, ELECTRONIC RESOURCES, AND ONLINE RESEARCH. THOUSANDS OFRARE MATERIALS ARE PROVIDED FOR THE 200-300 RESEARCHERS WHO USE THESPECIAL COLLECTIONS READING ROOM EVERY YEAR. THE HEAD OF CIRCULATIONAND THE READER SERVICES ASSISTANT MANAGE ACTIVITY AT THE CIRCULATIONDESK, WHERE ROUGHLY 18,000 ITEMS CIRCULATE EACH YEAR. FIVE INTERNSASSIST AT CIRCULATION AND REFERENCE. THE CHILDREN'S LIBRARIAN HELPSYOUNGER MEMBERS USE THE CHILDREN'S LIBRARY, AND OFFERS PROGRAMSINCLUDING STORY HOURS AND READING GROUPS, DESIGNED SPECIFICALLY FORCHILDREN. NINETEEN DISCUSSION GROUPS AND OVER 150 TOURS OF THE BUILDING ARE ARRANGED BY READER SERVICES EVERY YEAR. THE TECHNICAL SERVICES DEPARTMENT, MANAGED BY THE CHIEF TECHNICAL SERVICES LIBRARIAN, ENCOMPASSES THE FUNCTIONS OF ACQUISITIONS, CATALOGING, SERIALS, CONSERVATION, AND DIGITIZATION. THE UNITS OF ACQUISITIONS, CATALOGING, AND SERIALS INCLUDE, AN ACQUISITIONS LIBRARIAN, A SERIALS LIBRARIAN, THREE RARE MATERIALS CATALOG LIBRARIANS, TWO CATALOGING ASSISTANTS, AND THREE INTERNS. THEY ARE RESPONSIBLE FOR SELECTING, ACQUIRING, ACCESSIONING, INVOICING, CATALOGING, AND PROCESSING APPROXIMATELY 2,700 ADDITIONS TO THE LIBRARY PER YEAR, INCLUDING BOTH NEW IMPRINTS AND RARE HISTORICAL VOLUMES. THE DEPARTMENT ALSO AUGMENTS APPROXIMATELY 3,000 LEGACY CATALOGING RECORDS PER YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,208,552 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SPECIAL COLLECTIONS - SEE SCHEDULE O.SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS DEPARTMENT IS COMPOSED OFTHE CURATORS WHO OVERSEE THE ACQUISITION, MAINTENANCE, AND EXHIBITIONOF RARE BOOKS, ARCHIVAL DOCUMENTS, MANUSCRIPTS, MAPS, AND WORKS OF ART.DEPARTMENT STAFF MEMBERS INCLUDE THE CURATOR OF RARE BOOKS ANDMANUSCRIPTS, THE CURATOR OF PAINTINGS AND SCULPTURE, THE ASSOCIATECURATOR OF PAINTINGS AND SCULPTURE, THE ARCHIVIST,AND THE CURATOR OF PRINTS AND PHOTOGRAPHS. THE CURATORS RESEARCHOBJECTS IN THE COLLECTIONS AND DISSEMINATE INFORMATION ABOUT THEM TOTHE SCHOLARLY COMMUNITY AT LARGE AND TO THE PUBLIC THROUGH LECTURES,PUBLICATIONS, AND (IN COOPERATION WITH LIBRARIES, ARCHIVES, AND MUSEUMSAROUND THE COUNTRY) AN ACTIVE LOAN PROGRAM. EACH YEAR, ON SITE, THECURATORS ASSIST HUNDREDS OF ATHENAEUM MEMBERS AND VISITING SCHOLARS INRESEARCHING THE ATHENAEUM'S COLLECTIONS. THE CURATORIAL STAFF MOUNTSTWO OR THREE EXHIBITIONS PER YEAR COVERING A RANGE OF HISTORICAL ANDCONTEMPORARY SUBJECTS. THESE EXHIBITIONS ARE ACCOMPANIED BY GALLERYTALKS, LECTURES, AND SYMPOSIA, ALL OF WHICH ARE OPEN TO THE PUBLIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,240,951 | ExpenseAmt |
| Revenue | $84,021 | RevenueAmt |
| Desc | LECTURES & CONCERTS - SEE SCHEDULE OLECTURES & CONCERTS - THE LECTURES AND CONCERTS PROGRAM INCLUDESAPPROXIMATELY 100 EVENTS EACH YEAR, SUCH AS AUTHOR TALKS, LECTURES,CONCERTS, CHILDREN'S EVENTS, EXHIBITION RECEPTIONS AND MOVIES. EVENTSTAKE PLACE BOTH IN THE EVENING AND DURING THE DAY AND INCLUDE EVENTSTHAT ARE OPEN TO THE GENERAL PUBLIC AS WELL AS EVENTS FOR ATHENAEUMMEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $524,239 | ExpenseAmt |
| Revenue | $695 | RevenueAmt |
| Desc | CONSERVATION - SINCE 1963, THE CONSERVATION LABRATORY HAS BEEN DEDICATED TO THE LONG-TERM PRESERVATION OF THE ATHENAEUM'S HOLDINGS WITH INHERENT HISTORIC ARTISTIC OR LITERARY VALUE. THE CONSERVATION DEPARTMENT INCLUDES THE CHIEF CONSERVATOR AND THE ASSOCIATE CONSERVATOR, AND SEVERAL INTERNS AND FELLOWS. ATHENAEUM CONSERVATORS PERFORM CONSERVATION TREATMENTS ON RARE AND CIRCULATING BOOKS, MAPS, MANUSCRIPTS, PRINTS, ARCHITECTURAL DRAWINGS, BROADSIDES, AND PAMPHLETS, AND FOLLOW PREVENTIVE CONSERVATION PROTOCOLS. DIGITAL PROGRAMS - THE DIGITAL PROGRAMS DEPARTMENT IS DEDICATED TO THE ENHANCEMENT OF SCHOLARLY ACCESS TO THE COLLECTIONS THROUGH DIGITIZATION. THE HEAD OF DIGITAL PROGRAMS AND TWO INTERNS SCAN COLLECTION MATERIALS IN THE IMAGING STUDIO AND CREATE ONLINE RECORDS CONTAINING DIGITAL SURROGATES WITH THEIR CORRESPONDING METADATA. THESE EFFORTS ENSURE THAT ATHENAEUM COLLECTIONS ARE AVAILABLE FREELY ONLINE TO SCHOLARS, RESEARCHERS, STUDENTS, AND TO ANYONE IN THE WORLD WITH AN INTERNET CONNECTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $524,239 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $695 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,427,819 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER J BOUDROT | PersonNm |
| Phone | 6177207642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY W DIGGINS | ||||||||
| PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN B WEATHERBIE | ||||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CREELEA HENDERSON PANGARO | ||||||||
| VP (UNTIL 3/27/23)/CURRENT TRUSTEE | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J MARK ENRIQUEZ | ||||||||
| TREASURER (UNTIL 3/27/23) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAVIER CEVALLOS | ||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARTHUR B PAGE | ||||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EARL M COLLIER JR | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL EWALD | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S REED | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE VINCENT JAMISON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER HAYNES | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRANCE P MCGUIRE | ||||||||
| TRUSTEE (UNTIL 3/27/23) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY RYAN | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE POWELL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AUSTIN V SHAPARD | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WINSTON LANGLEY | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA FETTER | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRIN GRAYSON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MAULL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH ROSOVSKY | ||||||||
| DIRECTOR | 35.00 | 2.00 | Yes (X) | $327,847 | $0 | $27,742 | ||
| CHRISTOPHER BOUDROT | ||||||||
| DIRECTOR OF FINANCE | 35.00 | 2.00 | Yes (X) | $156,550 | $0 | $39,367 | ||
| JOHN BUCHTEL | ||||||||
| CURATOR, RARE BOOKS/SPEC. COLLECTIONS | 35.00 | 0.00 | $148,440 | $0 | $38,322 | Yes (X) | ||
| BRIDGET KEANE | ||||||||
| DIRECTOR OF DEVELOPMENT | 35.00 | 0.00 | $230,897 | $0 | $45,316 | Yes (X) | ||
| TYRONE SMITH | ||||||||
| DIRECTOR OF FACILITIES & SECURITY | 35.00 | 0.00 | $115,402 | $0 | $9,723 | Yes (X) | ||
| JACQUELINE CHAMBERS | ||||||||
| MAJOR GIFTS OFFICER | 35.00 | 0.00 | $100,496 | $0 | $25,102 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,079,632 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,572 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION | |||||
| 313 CONGRESS ST | BOSTON | MA | 02210 | CONSTRUCTION SERVICES | $9,510,487 |
| ANNUM ARCHITECTS INC | |||||
| 40 BROAD ST | BOSTON | MA | 02026 | ARCHITECT | $375,582 |
| J&M BROWN COMPANY | |||||
| 20 CAREMATRIX DR | DEDHAM | MA | 02026 | SECURITY SERVICES | $197,044 |
| TOM GOEMAAT CONSTRUCTION PROJECT MANAGEM | |||||
| 58 HUNDREDS RD | WELLESLEY | MA | 02481 | CONSTRUCTION PROJECT MANAGEMENT | $180,400 |
| CRAFTSMAN TECHNOLOGY GROUP | |||||
| 185 LINCOLN ST SUITE 500 | BOSTON | MA | 02111 | TECHNOLOGY CONSULTING | $167,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $54,759 | RelatedOrganizationsAmt |
| All Other Contributions | $5,483,713 | AllOtherContributionsAmt |
| Noncash Contributions | $438,235 | NoncashContributionsAmt |
| Total Contributions | $5,538,472 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FOR LIBRARY USE | 713990 | $1,354,670 | $1,354,670 |
| LECTURES, CONCERTS & EXHIBITIONS | 713990 | $84,021 | $84,021 |
| PHOTOGRAPHIC SERVICES | 713990 | $695 | $695 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,681 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,549,067 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,020,626 | TotalRevenueColumnAmt |
| Exclusion | $2,020,626 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,064 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,064 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,064 | TotalRevenueColumnAmt |
| Exclusion | $155,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,869,156 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,173,393 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,304,237 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,304,237 | TotalRevenueColumnAmt |
| Exclusion | -$2,304,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,338 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,338 | TotalRevenueColumnAmt |
| Exclusion | $4,338 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,963,330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,549,067 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$124,209 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,250 | TotalAmt |
| Program Services | $8,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,201 | TotalAmt |
| Program Services | $153,021 | ProgramServicesAmt |
| Management And General | $314,287 | ManagementAndGeneralAmt |
| Fundraising | $133,893 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,376,382 | TotalAmt |
| Program Services | $2,532,601 | ProgramServicesAmt |
| Management And General | $330,203 | ManagementAndGeneralAmt |
| Fundraising | $513,578 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,569 | TotalAmt |
| Program Services | $140,439 | ProgramServicesAmt |
| Management And General | $12,775 | ManagementAndGeneralAmt |
| Fundraising | $26,355 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,942 | TotalAmt |
| Program Services | $358,875 | ProgramServicesAmt |
| Management And General | $56,417 | ManagementAndGeneralAmt |
| Fundraising | $84,650 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,185 | TotalAmt |
| Program Services | $216,831 | ProgramServicesAmt |
| Management And General | $32,765 | ManagementAndGeneralAmt |
| Fundraising | $47,589 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,540 | TotalAmt |
| Management And General | $47,540 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,950 | TotalAmt |
| Management And General | $61,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,674 | TotalAmt |
| Management And General | $121,674 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,196 | TotalAmt |
| Program Services | $239,232 | ProgramServicesAmt |
| Management And General | $34,898 | ManagementAndGeneralAmt |
| Fundraising | $22,066 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,730 | TotalAmt |
| Program Services | $19,730 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,029 | TotalAmt |
| Program Services | $64,469 | ProgramServicesAmt |
| Management And General | $14,165 | ManagementAndGeneralAmt |
| Fundraising | $15,395 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,883 | TotalAmt |
| Program Services | $356,871 | ProgramServicesAmt |
| Management And General | $16,670 | ManagementAndGeneralAmt |
| Fundraising | $46,342 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,695,557 | TotalAmt |
| Program Services | $2,622,584 | ProgramServicesAmt |
| Management And General | $51,543 | ManagementAndGeneralAmt |
| Fundraising | $21,430 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,963 | TotalAmt |
| Program Services | $23,307 | ProgramServicesAmt |
| Management And General | $1,429 | ManagementAndGeneralAmt |
| Fundraising | $227 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,749 | TotalAmt |
| Program Services | $1,340,005 | ProgramServicesAmt |
| Management And General | $17,794 | ManagementAndGeneralAmt |
| Fundraising | $10,950 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,987 | TotalAmt |
| Program Services | $89,333 | ProgramServicesAmt |
| Management And General | $31,155 | ManagementAndGeneralAmt |
| Fundraising | $499 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS AQUISITIONS | $530,618 | $530,618 | ||
| EVENT PROGRAMMING | $504,846 | $474,101 | $13,402 | $17,343 |
| ART EXHIBITIONS | $150,571 | $150,571 | ||
| PRINTING & PUBLICATIONS | $67,291 | $42,806 | $840 | $23,645 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,166 | TotalAmt |
| Program Services | $59,175 | ProgramServicesAmt |
| Management And General | $17,300 | ManagementAndGeneralAmt |
| Fundraising | $5,691 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,574,279 | TotalAmt |
| Program Services | $9,427,819 | ProgramServicesAmt |
| Management And General | $1,176,807 | ManagementAndGeneralAmt |
| Fundraising | $969,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,292 | BOYAmt |
| EOY | $1,095,584 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,319,439 | BOYAmt |
| EOY | $5,313,534 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,428 | BOYAmt |
| EOY | $495,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,360,735 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,531,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,410,410 | BOYAmt |
| EOY | $37,829,227 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,676,365 | BOYAmt |
| EOY | $52,041,767 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,570,825 | BOYAmt |
| EOY | $15,775,166 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636,056 | BOYAmt |
| EOY | $16,243,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,592,815 | BOYAmt |
| EOY | $128,794,404 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,826 | BOYAmt |
| EOY | $987,205 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,275,746 | BOYAmt |
| EOY | $765,876 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,456,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,970,572 | BOYAmt |
| EOY | $19,209,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,668,178 | BOYAmt |
| EOY | $67,941,434 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,954,065 | BOYAmt |
| EOY | $41,643,886 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,622,243 | BOYAmt |
| EOY | $109,585,320 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,592,815 | BOYAmt |
| EOY | $128,794,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,610,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,574,026 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,648,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,910,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,052,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,503,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,538,472 | CurrentTaxYearAmt |
| Total | $20,653,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,648,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,910,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,052,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,503,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,538,472 | CurrentTaxYearAmt |
| Total | $20,653,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,158,579 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,495,109 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,262,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,574,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $826,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,175,690 | CurrentTaxYearAmt |
| Total | $7,589,943 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,338 | CurrentTaxYearAmt |
| Total | $15,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,259,573 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,498,954 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,890,422 | BeginningYearBalanceAmt |
| Contributions | $2,853,677 | ContributionsAmt |
| Investment Earnings Or Losses | $10,024,523 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,347,228 | OtherExpendituresAmt |
| End Year Balance | $72,421,394 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,938,942 | BeginningYearBalanceAmt |
| Contributions | $60,498 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,807,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,301,932 | OtherExpendituresAmt |
| End Year Balance | $66,890,422 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,040,764 | BeginningYearBalanceAmt |
| Contributions | $30,118 | ContributionsAmt |
| Investment Earnings Or Losses | $17,053,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,185,816 | OtherExpendituresAmt |
| End Year Balance | $92,938,942 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,920,850 | BeginningYearBalanceAmt |
| Contributions | $14,374 | ContributionsAmt |
| Investment Earnings Or Losses | $6,998,012 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,892,472 | OtherExpendituresAmt |
| End Year Balance | $92,040,764 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,136,620 | BeginningYearBalanceAmt |
| Contributions | $68,712 | ContributionsAmt |
| Investment Earnings Or Losses | $2,209,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,494,235 | OtherExpendituresAmt |
| End Year Balance | $89,920,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14020 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,303 | OtherCostOrOtherBasisAmt |
| Book Value | $199,303 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,977,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,259,560 | DepreciationAmt |
| Book Value | $35,717,759 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,184,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,271,948 | DepreciationAmt |
| Book Value | $1,912,165 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,829,227 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS - EQUITY FUNDS | Desc |
| Book Value | $15,775,166 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,775,166 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSETS | $15,059,760 |
| OTHER ASSETS | $527,114 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $656,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,243,872 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $17,456,003 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,456,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,415,682 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,574,026 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,574,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,841,656 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $121,674 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $121,674 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,963,330 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,452,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,452,605 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $121,674 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $121,674 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,574,279 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLECTIONS WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ATHENAEUM'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AND AS RELEASES OF RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE USED TO FUND THE PURCHASE. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED AS REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN NET ASSETS. THE ATHENAEUM'S COLLECTIONS ARE MADE UP OF BOOKS, ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ACCESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| PART III, LINE 4: | THE ATHENAEUM'S COLLECTIONS COMPRISE OVER HALF A MILLION VOLUMES, EXTENSIVE HOLDINGS OF PAINTINGS, SCULPTURES, PRINTS, AND PHOTOGRAPHS. PARTICULAR STRENGTHS ARE IN BOSTON HISTORY, NEW ENGLAND STATE AND LOCAL HISTORY, BIOGRAPHY, ENGLISH AND AMERICAN LITERATURE, AND THE FINE AND DECORATIVE ARTS. THE ATHENAEUM SUPPORTS A DYNAMIC EXHIBITION PROGRAM AND SPONSORS A LIVELY VARIETY OF EVENTS SUCH AS LECTURES AND CONCERTS. IT ALSO SERVES AS A STIMULATING CENTER FOR DISCUSSIONS AMONG SCHOLARS, BIBLIOPHILES, AND A VARIETY OF COMMUNITY-INTEREST GROUPS. |
| PART V, LINE 4: | THE ATHENAEUM'S ENDOWMENT CONSISTS OF 500 ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. THE BOARD HAS INTERPRETED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA") AS ENACTED IN MASSACHUSETTS AS REQUIRING THE TRACKING OF THE ORIGINAL GIFT AMOUNTS OF DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE ATHENAEUM TRACKS IN PERPETUITY: (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (C) ANY ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT AND INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND, AS APPLICABLE. |
| PART X, LINE 2: | THE ATHENAEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ATHENAEUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS TREATMENT OF INCOME AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ATHENAEUM HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ATHENAEUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE ATHENAEUM'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH FELLOWSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $8,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHORT-TERM RESEARCH FELLOWSHIPS, THE RESEACHERS WORK CLOSELY WITH THE REFERENCE LIBRARIANS AND AT THE END OF THEIR TERM PROVIDE A TALK TO THE ATHENAEUM COMMUNITY ON THEIR RESEARCH CONDUCTED AT THE ATHENAEUM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEAH ROSOVSKY | ||||||||||||||
| DIRECTOR | $323,275 | $0 | $0 | $0 | $4,572 | $0 | $26,270 | $0 | $1,472 | $0 | $355,589 | $0 | $0 | $0 |
| BRIDGET KEANE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $230,357 | $0 | $0 | $0 | $540 | $0 | $19,046 | $0 | $26,270 | $0 | $276,213 | $0 | $0 | $0 |
| CHRISTOPHER BOUDROT | ||||||||||||||
| DIRECTOR OF FINANCE | $155,792 | $0 | $0 | $0 | $758 | $0 | $13,045 | $0 | $26,322 | $0 | $195,917 | $0 | $0 | $0 |
| JOHN BUCHTEL | ||||||||||||||
| CURATOR, RARE BOOKS/SPEC. COLLECTION | $147,705 | $0 | $0 | $0 | $735 | $0 | $9,485 | $0 | $28,837 | $0 | $186,762 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | UNRECORDED FOR GAAP | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | UNRECORDED FOR GAAP | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $438,235 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER LISTED IN PART I, LINE 2, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & III, LINE 1: | THE MISSION OF THE BOSTON ATHENAEUM IS TO ENGAGE ALL WHO SEEK KNOWLEDGE BY MAKING ACCESSIBLE OUR LIBRARY'S COLLECTIONS AND SPACES, THEREBY INSPIRING REFLECTION, DISCOURSE, CREATIVE EXPRESSION, AND JOY. |
| FORM 990, PART VI, SECTION A, LINE 6 | PLEASE REFER TO THE RESPONSE TO FORM 990, PART VI, SECTION A, LINE 7A BELOW. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOSTON ATHENAEUM WAS INCORPORATED AS A SHAREHOLDER ORGANIZATION BY THE MASSACHUSETTS GENERAL COURT (THE STATE LEGISLATURE) IN 1807. ATHENAEUM SHAREHOLDERS ARE TERMED "PROPRIETORS." THE GENERAL COURT HAS AUTHORIZED 1,049 ATHENAEUM PROPRIETORS. THESE PROPRIETORS' SOLE FUNCTION IS TO ELECT THE OFFICERS AND GOVERNING BOARD OF THE ATHENAEUM. PROPRIETOR SHARES MAY BE BOUGHT OR SOLD, GIVEN OR BEQUEATHED. THE PROPRIETORS THEMSELVES HAVE NO CLAIM ON THE NET ASSETS OF THE ATHENAEUM, NOR DO THEY RECEIVE ANY PERSONAL FINANCIAL BENEFIT RESULTING FROM THEIR HOLDING OF THE PROPRIETORSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING FORM 990, A SPECIAL MEETING OF THE AUDIT & RISK COMMITTEE, WHO IS DELEGATED AUTHORITY TO APPROVE THE RETURN, WAS HELD. THE RETURN WAS PRESENTED BY THE DIRECTOR OF FINANCE, WHO WAS AVAILABLE TO ANSWER QUESTIONS AND TO CERTIFY THE ACCURACY OF INFORMATION PROVIDED ON THE RETURN. THE COMMITTEE VOTED TO APPROVE THE RETURN BASED ON EXAMINATION OF THE RETURN AND CERTIFICATIONS MADE BY THE DIRECTOR OF FINANCE. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD VIA EMAIL, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES ADOPTED A CONFLICT OF INTEREST POLICY IN 2007. THE POLICY WAS EXPANDED IN 2010 TO INCLUDE KEY EMPLOYEES. THE EXPANDED POLICY REQUIRES AN ANNUAL WRITTEN DISCLOSURE DOCUMENT TO BE SIGNED BY EACH COVERED INDIVIDUAL. THE POLICY REQUIRES THIS PROCESS TO BE COMPLETED BY THE FIRST TRUSTEES MEETING FOLLOWING THE ANNUAL MEETING, WHICH TAKES PLACE IN FEBRUARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR THE TRUSTEES EVALUATE THE COMPENSATION OF THE EXECUTIVE DIRECTOR OBJECTIVELY, TAKING INTO ACCOUNT COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ATHENAEUM WAS INCORPORATED IN 1807. UPON THE ENACTMENT OF THE FEDERAL INCOME TAX IN THE 20TH CENTURY, THE IRS DETERMINED THAT THE ATHENAEUM WAS EXEMPT FROM TAXATION. THIS IRS DETERMINATION OCCURRED PRIOR TO THE ESTABLISHMENT OF THE APPLICATION PROCESS THAT INCLUDES FORM 1023. CONSEQUENTLY NO FORM 1023 HAS BEEN REQUIRED BY THE IRS OR PREPARED BY THE ATHENAEUM. THE ATHENAEUM'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE INCORPORATED IN THE ATHENAEUM'S ANNUAL REPORT, WHICH IS AVAILABLE ON THE ATHENAEUM'S WEBSITE: HTTP://WWW.BOSTONATHENAEUM.ORG. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON LIBRARY SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041105450 | EIN |
| Primary Activities | ORGANIZATION THAT ALLOCATES FUNDS TO THE BOSTON ATHENAEUM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF THE BOSTON ATHENAEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046607942 | EIN |
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON LIBRARY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $54,759 | InvolvedAmt |
| Method Of Amount Determination | BOOK VALUE | MethodOfAmountDeterminationTxt |