2018-05-15T16:00:54-05:00 2017-06-30 042666565 John M Monticone CPA 5 High Street Suite 207 Medford MA 02155 990 2016-07-01 042900822 ASSOCIATES OF THE BOSTON PUBLIC LIBRARY ASSO 6175363886 700 Boylston Street Boston MA 021162813 VIVIAN SPIRO Treasurer 6173385241 2018-05-15 1 John Monticone P01257043 7813950024 X 2016 2022-09-23 18:48:47Z Anita Lincoln 700 Boylston Street Boston MA 021162813 2017668 0 X www.TheAssociates.org X 1972 MA 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. 23 22 2 52 0 0 726706 945962 0 0 49788 159694 25920 305 802414 1105961 339589 438212 0 0 127632 105492 0 0 30976 74933 83116 542154 626820 260260 479141 4611161 5281500 0 0 4611161 5281500 X 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. 0 0 421039 418212 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. 21485 20000 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. 7522 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. 450046 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X Louisa Stephens Associates of the Boston Public Library 6175363886 700 BOYLSTON STREET BOSTON MA 02116 X Vivian K Spiro Chairman 40.00 X X 0 0 0 Peter R Brown Director 1.00 X 0 0 0 Anita C Lincoln Treasurer 15.00 X X 0 0 0 Alan Andres Secretary 2.00 X X 0 0 0 W Timothy Carey Director 1.00 X 0 0 0 James S Berkman Director 1.00 X 0 0 0 Joseph S Berman Director 1.00 X 0 0 0 Margo Levine Newman Director 1.00 X 0 0 0 William Martin Vice-Chairman 1.00 X X 0 0 0 Julia Pfannenstiehl Vice-Chairman 1.00 X X 0 0 0 Sharon C Lincoln Director 1.00 X 0 0 0 Stona Fitch Director 1.00 X 0 0 0 Kathryn Lasky Director 1.00 X 0 0 0 Joseph Finder Director 1.00 X 0 0 0 Mary Pfeifer Lentz Director 1.00 X 0 0 0 Joan Patton Director 1.00 X 0 0 0 Karen Taggart Director 1.00 X 0 0 0 Allan M Green Director 1.00 X 0 0 0 Priya Giri Desai Director 1.00 X 0 0 0 Peter Drummey Director 1.00 X 0 0 0 Thomas E Ryan Director 1.00 X 0 0 0 William G Winterer Director 1.00 X 0 0 0 David Leonard Ex-Officio 1.00 X 0 0 0 0 0 0 0 0 0 0 0 12695 534780 398487 12692 945962 42960 42960 973921 857187 116734 116734 116734 54825 534780 54520 305 305 1105961 0 0 159999 418212 418212 20000 20000 91750 91750 2425 2425 4278 4278 7039 7039 5250 5250 19858 19858 135 45 90 620 620 2554 1270 45 1239 32005 10463 21542 1152 1152 Printing 6784 2697 4087 Postages and shipping 5006 2901 2105 Credit Card Fees 4064 4064 Supplies 2396 393 2003 3292 56 3236 626820 450046 145798 30976 22222 57452 450948 902323 9100 18550 722 243 4128169 4302932 4611161 5281500 0 0 X 137619 191759 3245915 3708603 1227627 1381138 4611161 5281500 4611161 5281500 479141 191198 0 X X 0 1 X 1 0 X 654377 712419 868988 793906 950162 3979852 654377 712419 868988 793906 950162 3979852 820525 3159327 105053 165766 29223 43097 42960 386099 4365951 327456 0.72360 0.67630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4473542 704554 350893 439248 5089741 4235376 567396 21879 351109 4473542 3830622 667164 37624 300034 4235376 3027719 602570 482744 282411 3830622 2599600 514235 197240 283356 3027719 0.27300 0.72700 0 0 0 X 1351679 191198 54520 245718 1105961 0 1105961 681340 54520 54520 626820 0 626820 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 Literary Lights Dinner 2017 468605 417980 50625 46426 Shakespeare Dinner 121000 116800 4200 8094 589605 534780 54825 54520 54520 305 0 BOSTON PUBLIC LIBRARY 700 BOYLSTON STREET BOSTON MA 02116 046151731 501(C)3 418212 For the conservation, digitization, & cataloging of the BPL's Special Collections 1 Children's Writer-in-Residence 1 20000 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.