ASSOCIATES OF THE BOSTON PUBLIC LIBRARY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATES OF THE BOSTON PUBLIC LIBRARY INC (EIN 04-2900822)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349311123
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:00:54-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042666565 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John M Monticone CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 High Street Suite 207 | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042900822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 6175363886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021162813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIVIAN SPIRO | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6173385241 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Monticone | PreparerPersonNm |
| PTIN | P01257043 | PTIN |
| Phone | 7813950024 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anita Lincoln | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021162813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,017,668 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.TheAssociates.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | To operate for the benefit of and to support the Boston Public Library in the cataloging, repair, restoration, digitization, and exhibition of the BPL's Special Collections of rare books, manuscripts, prints and drawings, musical scores, works of art, and items of historic, literary, and cultural importance. In addition, the Organization sponsors the Associates of the Boston Public Library Writer-in-Residence Program, and holds literary and curatorial programs designed to draw attention to the Library and its resources; and funds other activities which in the opinion of the Board of Directors support the needs of the BPL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $726,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $945,962 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,788 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,920 | PYOtherRevenueAmt |
| CY Other Revenue | $305 | CYOtherRevenueAmt |
| PY Total Revenue | $802,414 | PYTotalRevenueAmt |
| CY Total Revenue | $1,105,961 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $339,589 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $438,212 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $127,632 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $105,492 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,976 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,933 | PYOtherExpensesAmt |
| CY Other Expenses | $83,116 | CYOtherExpensesAmt |
| PY Total Expenses | $542,154 | PYTotalExpensesAmt |
| CY Total Expenses | $626,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $260,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $479,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,611,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,281,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,611,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,281,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To support the Boston Public Library (BPL) in the catologing, repair, restoration, digitization, and exhibition of the BPL's Special Collections of rare books, manuscripts, prints and drawings, musical scores, works of art, and items of historic, literary, and cultural importance. In addition, the Organization sponsors the Associates of the Boston Public Library Writer-in-Residence Program, and holds literary and curatorial programs designed to draw attention to the Library and its recources; and funds other activities which in the opinion of the Board of Directors support the needs of the BPL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $421,039 | ExpenseAmt |
| Grant | $418,212 | GrantAmt |
| Desc | The Associates of the Boston Public is dedicated to conserving the Boston Public Library's Special Collections of rare books, manuscripts, prints and drawings, musical scores, works of art, and items of historic, literary, and cultural importance. The Organization is committed to ensuring continued public access to these irreplaceable treasures by underwriting their cataloging, repair, restoration, digitization, and exhibition. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,485 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | The Organization sponsors the Associates of the Boston Public Library Writer-in-Residence Program to provide emerging authors with the financial support and office space needed to complete one literary work for children or young adults. This program draws attention to the importance of writers and writing in our culture, as well as the many educational oportunities offered by the Boston Public Library. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,522 | ExpenseAmt |
| Desc | The Organization hosts literary and curatorial programming designed to heighten awareness of the Boston Public Library and its Special Collections. During Fiscal Year 2017 this programing included the Hundred Year Retroactive Book Award, which weighed the enduring literary merits of bestsellers published a hundred years ago, and "A Cry against the Players: Pilgrims, Puritans, and Shakespeare's Wicked Stage" timed to coincide with the BPL's Shakespeare Unauthorized exhibition. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $450,046 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louisa Stephens Associates of the Boston Public Library | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175363886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| Vivian K Spiro | |||||||
| Chairman | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter R Brown | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anita C Lincoln | |||||||
| Treasurer | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alan Andres | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W Timothy Carey | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James S Berkman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph S Berman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margo Levine Newman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William Martin | |||||||
| Vice-Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Julia Pfannenstiehl | |||||||
| Vice-Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sharon C Lincoln | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Stona Fitch | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn Lasky | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Finder | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Pfeifer Lentz | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joan Patton | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Taggart | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Allan M Green | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Priya Giri Desai | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Drummey | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas E Ryan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William G Winterer | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Leonard | |||||||
| Ex-Officio | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $12,695 | MembershipDuesAmt |
| Fundraising | $534,780 | FundraisingAmt |
| All Other Contributions | $398,487 | AllOtherContributionsAmt |
| Noncash Contributions | $12,692 | NoncashContributionsAmt |
| Total Contributions | $945,962 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,960 | TotalRevenueColumnAmt |
| Exclusion | $42,960 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $973,921 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $857,187 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $116,734 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,734 | TotalRevenueColumnAmt |
| Exclusion | $116,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $534,780 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,520 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305 | TotalRevenueColumnAmt |
| Exclusion | $305 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,105,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,999 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,212 | TotalAmt |
| Program Services | $418,212 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,750 | TotalAmt |
| Management And General | $91,750 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425 | TotalAmt |
| Management And General | $2,425 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278 | TotalAmt |
| Management And General | $4,278 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,039 | TotalAmt |
| Management And General | $7,039 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,250 | TotalAmt |
| Management And General | $5,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,858 | TotalAmt |
| Management And General | $19,858 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135 | TotalAmt |
| Program Services | $45 | ProgramServicesAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620 | TotalAmt |
| Management And General | $620 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,554 | TotalAmt |
| Program Services | $1,270 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $1,239 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,005 | TotalAmt |
| Program Services | $10,463 | ProgramServicesAmt |
| Fundraising | $21,542 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152 | TotalAmt |
| Management And General | $1,152 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Printing | $6,784 | $2,697 | $4,087 |
| Postages and shipping | $5,006 | $2,901 | $2,105 |
| Credit Card Fees | $4,064 | $4,064 | |
| Supplies | $2,396 | $393 | $2,003 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,292 | TotalAmt |
| Program Services | $56 | ProgramServicesAmt |
| Management And General | $3,236 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,820 | TotalAmt |
| Program Services | $450,046 | ProgramServicesAmt |
| Management And General | $145,798 | ManagementAndGeneralAmt |
| Fundraising | $30,976 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,222 | BOYAmt |
| EOY | $57,452 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,948 | BOYAmt |
| EOY | $902,323 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,100 | BOYAmt |
| EOY | $18,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722 | BOYAmt |
| EOY | $243 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,128,169 | BOYAmt |
| EOY | $4,302,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,611,161 | BOYAmt |
| EOY | $5,281,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,619 | BOYAmt |
| EOY | $191,759 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,245,915 | BOYAmt |
| EOY | $3,708,603 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,627 | BOYAmt |
| EOY | $1,381,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,611,161 | BOYAmt |
| EOY | $5,281,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,611,161 | BOYAmt |
| EOY | $5,281,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $479,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $191,198 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $654,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $793,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $950,162 | CurrentTaxYearAmt |
| Total | $3,979,852 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $654,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $868,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $793,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $950,162 | CurrentTaxYearAmt |
| Total | $3,979,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $820,525 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,159,327 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,960 | CurrentTaxYearAmt |
| Total | $386,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,365,951 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $327,456 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67630 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,473,542 | BeginningYearBalanceAmt |
| Contributions | $704,554 | ContributionsAmt |
| Investment Earnings Or Losses | $350,893 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $439,248 | OtherExpendituresAmt |
| End Year Balance | $5,089,741 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,235,376 | BeginningYearBalanceAmt |
| Contributions | $567,396 | ContributionsAmt |
| Investment Earnings Or Losses | $21,879 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $351,109 | OtherExpendituresAmt |
| End Year Balance | $4,473,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,830,622 | BeginningYearBalanceAmt |
| Contributions | $667,164 | ContributionsAmt |
| Investment Earnings Or Losses | $37,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $300,034 | OtherExpendituresAmt |
| End Year Balance | $4,235,376 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,027,719 | BeginningYearBalanceAmt |
| Contributions | $602,570 | ContributionsAmt |
| Investment Earnings Or Losses | $482,744 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $282,411 | OtherExpendituresAmt |
| End Year Balance | $3,830,622 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,599,600 | BeginningYearBalanceAmt |
| Contributions | $514,235 | ContributionsAmt |
| Investment Earnings Or Losses | $197,240 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $283,356 | OtherExpendituresAmt |
| End Year Balance | $3,027,719 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.27300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,351,679 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $191,198 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $54,520 | OtherRevenueAmt |
| Revenue Not Reported | $245,718 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,105,961 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,105,961 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $681,340 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $54,520 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $54,520 | ExpensesNotReportedAmt |
| Expenses Subtotal | $626,820 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $626,820 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Management has evaluated the tax positions taken on returns for open years and those expected to be taken on returns for the year ended June 30, 2017. It is management's belief that such tax positions are more likely than not to be sustained upon examination by tax authorities. Accordingly, no liability for uncertain tax positions has been reflected in these financial statements. Returns for tax years beginning with those filed for the year ended June 30, 2014 are open to examination. |
| Part XI, Line 2d - Other Adjustments: | EVENT EXPENSES OFFSET PAGE 9, PART VIII, LINE 8b |
| Part XII, Line 2d - Other Adjustments: | EVENT EXPENSES OFFSET PAGE 9, PART VIII, LINE 8b |
| Schedule D, Part V, Line 4 | PART V. LINE 4: The Associates Endowment Fund ($1,381,138): Dedicated to ensuring the long-term ability of the Associates of the Boston Public Library to assist with conserving, cataloging, digitizing and exhibiting the historic, literary and cultural treasures in the Boston Public Library's Special Collections. There are four temporarily restricted funds, totaling $3,708,603: David McCullough Conservation Fund ($3,180,765): This fund was named in honor of historian, author, and former Boston Public Library Trustee David McCullough. The fund is dedicated to conserving, cataloging, digitizing and exhibiting the historic, literary and cultural treasures in the Boston Public Library's Special Collections. William O. Taylor Art Preservation Fund ($169,414): This fund was named in honor of former Boston Public Library Trustee William O. Taylor. The fund is dedicated to conserving, cataloging, digitizing and exhibiting the Boston Public Library's collections of prints, drawings, photographs and works of art. Writer-in-Residence Fund ($46,267): The Organization sponsors the Associates of the Boston Public Library Writer-in-Residence Program to provide emerging authors with the financial support and office space needed to complete one literary work for children or young adults. This fund is used to pay the related program expenses, including the author's stipend. Other Funds ($312,157): This represents funding received for cataloging, conservation, digitization, and exhibition of specific donor-directed materials in the Boston Public Library's Special Collections. PARTS XII AND XIII RECONCILIATION OF REVENUE AND EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH REVENUE AND EXPENSES PER RETURN: Line 2d.- Event expenses offset against event revenue on page 9, part VIII, Line 8b. $ 54,520 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Literary Lights Dinner 2017 | Event1Nm |
| Gross Receipts Event1 | $468,605 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $417,980 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,625 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $46,426 | FoodAndBeverageEvent1Amt |
| Event2 | Shakespeare Dinner | Event2Nm |
| Gross Receipts Event2 | $121,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $116,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,200 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $8,094 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $589,605 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $534,780 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,825 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $54,520 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $54,520 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $305 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON PUBLIC LIBRARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 046151731 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $418,212 | CashGrantAmt |
| Purpose Of Grant | For the conservation, digitization, & cataloging of the BPL's Special Collections | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Children's Writer-in-Residence | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Two board members of the Organization have a second-degree family relationship. Kathryn Lasky is the aunt of Mr. Joseph S. Berman. |
| Form 990, Part VI, Section B, line 11b | The Executive Director along with the Board of Directors' Finance Committee review the 990 Form before this form is filed. |
| Form 990, Part VI, Section B, line 12c | The Organization requires each new key employee, officer or director to review a copy of the "Policy on Conflicts of Interest and Disclosure of Certain Interests and to acknowledge in writing that he or she has done so. Additionally, each key employee, officer or director, annually complete a disclosure form identifying any relationships, positions or circumstances in which the employee is involved that he or she believes could contribute to a conflict of interest arising. |
| Form 990, Part VI, Section C, line 19 | Form 990, governning documents, conflict of interest policy and financial statements are available for public inspection, upon request, at 700 Boylston Street, Boston, MA 02116 |
| FORM 990, PAGE 12, PART XII FINANCIAL STATEMENTS AND REPORTING, LINE 2C | The Board of Directors' Finance Committee is responsible for overseeing the organization's financial statements preparation and audit; and the selection of the independent accountant. |
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