TRUSTEES OF THE PUBLIC LIBRARY OF THE CITY OF BOSTON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE PUBLIC LIBRARY OF THE CITY OF BOSTON (EIN 04-6151731)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201440429349301534
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-11T15:39:23-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046151731 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES OF THE PUBLIC LIBRARY OF | BusinessNameLine1 |
| Business Name Line2 | THE CITY OF BOSTON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 6175365400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN DONAGHEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6175365400 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DILLAN | Name |
| PTIN | P01688008 | PTIN |
| Phone | 6179848100 | Phone |
| Date Prepared | 2014-02-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELLEN DONAGHEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23989640 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BPL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1848 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE THE CULTURAL, EDUCATIONAL AND INFORMATIONAL NEEDS OF THE CITY OF BOSTON AND THE COMMONWEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 467 | TotalNbrEmployees |
| Total Nbr Volunteers | 145 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3718238 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3811800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 110272 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 119698 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4014420 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2966601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1714037 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1749915 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9556967 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8648014 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1819568 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1930180 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5366568 | OtherExpensePriorYear |
| Other Expenses Current Year | 6643215 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7186136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8573395 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2370831 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 74619 | RevenuesLessExpensesCY |
| Total Assets BOY | 58926773 | TotalAssetsBOY |
| Total Assets EOY | 64234512 | TotalAssetsEOY |
| Total Liabilities BOY | 993624 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2116801 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57933149 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62117711 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SERVE THE CULTURAL, EDUCATIONAL AND INFORMATIONAL NEEDS OF THE PEOPLE OF THE CITY OF BOSTON AND THE COMMONWEALTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7189605 | Expense |
| Revenue | 119698 | Revenue |
| Description | ACTIVITIES AND PROGRAMS OF THE PUBLIC LIBRARY OF THE CITY OF BOSTON. | Description |
| Total Program Service Expense | 7189605 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 140 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 467 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELLEN DONAGHEY | NamePerson |
| Telephone Number | 6178592345 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JEFFREY B RUDMAN | ||||||||
| CHAIRMAN | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| EVELYN ARANA-ORTIZ | ||||||||
| VICE-CHAIRMAN | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN HAILER | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PAUL LACAMERA | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ZAMAWA ARENAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BYRON RUSHING | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CAROL FULP | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DENNIS LEHANE | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| AMY RYAN | ||||||||
| PRESIDENT | 35.00 | 0.00 | 0 | 195000 | 40950 | X | ||
| SEAN NELSON | ||||||||
| CFO (UNTIL 01/2013) | 35.00 | 0.00 | 0 | 104651 | 21977 | X | ||
| ELLEN DONAGHEY | ||||||||
| CFO (AS OF 05/2013) | 35.00 | 0.00 | 0 | 0 | 0 | X | ||
| DAVID LEONARD | ||||||||
| DIR. OF ADMIN. & TECHNOLOGY | 35.00 | 0.00 | 0 | 124322 | 26108 | X | ||
| MICHAEL COLFORD | ||||||||
| DIR. OF LIBRARY SERVICES | 35.00 | 0.00 | 0 | 122984 | 25827 | X | ||
| MARY FRANCIS O'BRIEN | ||||||||
| CENTRAL SERVICE MANAGER | 35.00 | 0.00 | 0 | 112206 | 23563 | X | ||
| EDWARD MAHEIGAN | ||||||||
| MANAGER OF BUDGET & PROCUREMENT | 35.00 | 0.00 | 0 | 103743 | 21786 | X | ||
| CATHERINE WILLIS | ||||||||
| TECHNICAL SERVICES MANAGER | 35.00 | 0.00 | 0 | 103533 | 21742 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 866439 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 181953 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JC CANNISTRARO LLC | |||||
| 80 ROSEDALE ROAD | WATERTOWN | MA | 02472 | HVAC | 571864 |
| ANDY FRAIN SERVICES INC | |||||
| 761 SHORELINE DRIVE | AURORA | IL | 60504 | SECURITY | 199932 |
| OCLC | |||||
| 6565 KILGOUR PLACE | DUBLIN | OH | 43017 | CATALOGING & RESOURCE SHARING | 198000 |
| INTERNET ARCHIVE | |||||
| 300 FUNSTON AVENUE | SAN FRANCISCO | CA | 94118 | SCANNING SERVICES | 146311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 2809579 | GovernmentGrants |
| All Other Contributions | 1002221 | AllOtherContributions |
| Total Contributions | 3811800 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENUE | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 119698 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119698 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 119698 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 924061 | TotalRevenueColumn |
| Exclusion | $924,061 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1270311 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1270311 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1270311 | TotalRevenueColumn |
| Exclusion | $1,270,311 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17384166 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15341626 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2042540 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2042540 | TotalRevenueColumn |
| Exclusion | $2,042,540 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER REVENUE | 611710 | 370323 | $370,323 |
| MICROFILMING/PHOTO DUPLICATE | 611710 | 109281 | $109,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 479604 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8648014 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119698 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,716,516 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1795340 | Total |
| Program Services | 1469306 | ProgramServices |
| Management And General | 326034 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48239 | Total |
| Program Services | 39479 | ProgramServices |
| Management And General | 8760 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86601 | Total |
| Program Services | 70874 | ProgramServices |
| Management And General | 15727 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38050 | Total |
| Management And General | 38050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331790 | Total |
| Management And General | 331790 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806429 | Total |
| Program Services | 659981 | ProgramServices |
| Management And General | 146448 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4973 | Total |
| Program Services | 4070 | ProgramServices |
| Management And General | 903 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518571 | Total |
| Program Services | 424399 | ProgramServices |
| Management And General | 94172 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304640 | Total |
| Program Services | 249317 | ProgramServices |
| Management And General | 55323 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96737 | Total |
| Program Services | 79170 | ProgramServices |
| Management And General | 17567 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91077 | Total |
| Program Services | 74537 | ProgramServices |
| Management And General | 16540 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21663 | Total |
| Program Services | 17729 | ProgramServices |
| Management And General | 3934 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59257 | Total |
| Program Services | 48496 | ProgramServices |
| Management And General | 10761 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BOOKS & RELATED MATERIA | 2198185 | 2198185 | |
| EQUIP. RENTAL & MAINTEN | 1246397 | 1020051 | 226346 |
| PROGRAM & ADMIN. | 421946 | 421946 | |
| ALL OTHER EXPENSES | 276395 | 226202 | 50193 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227105 | Total |
| Program Services | 185863 | ProgramServices |
| Management And General | 41242 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8573395 | Total |
| Program Services | 7189605 | ProgramServices |
| Management And General | 1383790 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105408 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7243718 | BOY |
| EOY | 8334324 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652376 | BOY |
| EOY | 870622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3008835 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2314546 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693234 | BOY |
| EOY | 694289 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48400715 | BOY |
| EOY | 54335277 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1831322 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58926773 | BOY |
| EOY | 64234512 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 772643 | BOY |
| EOY | 1251249 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118753 | BOY |
| EOY | 128319 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102228 | BOY |
| EOY | 737233 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993624 | BOY |
| EOY | 2116801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2423225 | BOY |
| EOY | 2591206 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6827131 | BOY |
| EOY | 6772772 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48682793 | BOY |
| EOY | 52753733 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57933149 | BOY |
| EOY | 62117711 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58926773 | BOY |
| EOY | 64234512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 74619 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4109943 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Unit170b1 Av | X | GovernmentalUnit170b1Av |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48682793 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9348571 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4768862 | GrantsOrScholarships |
| Administrative Expenses | 508769 | AdministrativeExpenses |
| End Of Year Balance | 52753733 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49874145 | BeginningOfYearBalance |
| Contributions | 16063 | Contributions |
| Investment Earnings Or Losses | 3933399 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4578529 | GrantsOrScholarships |
| Administrative Expenses | 562285 | AdministrativeExpenses |
| End Of Year Balance | 48682793 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46474736 | BeginningOfYearBalance |
| Contributions | 16454 | Contributions |
| Investment Earnings Or Losses | 8456133 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4877615 | GrantsOrScholarships |
| Administrative Expenses | 195563 | AdministrativeExpenses |
| End Of Year Balance | 49874145 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44133526 | BeginningOfYearBalance |
| Contributions | 793232 | Contributions |
| Investment Earnings Or Losses | 3980635 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1862271 | GrantsOrScholarships |
| Administrative Expenses | 570386 | AdministrativeExpenses |
| End Of Year Balance | 46474736 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52672756 | BeginningOfYearBalance |
| Contributions | 576060 | Contributions |
| Investment Earnings Or Losses | -6506536 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2406933 | GrantsOrScholarships |
| Administrative Expenses | 201821 | AdministrativeExpenses |
| End Of Year Balance | 44133526 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 150000 | OtherCostOrOtherBasis |
| Book Value | 150000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 771997 | OtherCostOrOtherBasis |
| Depreciation | 397257 | Depreciation |
| Book Value | 374740 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2086838 | OtherCostOrOtherBasis |
| Depreciation | 1917289 | Depreciation |
| Book Value | 169549 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 694289 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO THE CITY OF BOSTON | Description |
| Amount | $737,233 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 737233 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 12757957 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4109943 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4109943 | RevenueNotRptdF990 |
| Revenue Subtotal | 8648014 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8648014 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8573395 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8573395 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8573395 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | TERMS FOR NOT REPORTING ASSETS PER SFAS 116 THE LIBRARY MAINTAINS COLLECTIONS INCLUDING ARTWORK, RARE COLLECTION BOOKS AND HISTORICAL TREASURERS THAT HAVE BEEN PURCHASED OR DONATED. THESE ITEMS ARE PRESERVED, CARED FOR AND MANY ARE DISPLAYED IN PUBLIC EXHIBITIONS. THE LIBRARY DOES NOT HAVE A FORMAL POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF THESE ITEMS BE USED TO EXPAND THE COLLECTIONS THROUGH ADDITIONAL ACQUISITIONS. HOWEVER, HISTORICALLY, THE LIBRARY HAS NOT SOLD WORKS OF ARTS AND HISTORICAL TREASURES. AS OF JUNE 30, 2013, THE LIBRARY HAD NO INTENTION TO SELL COLLECTIONS OR USE PROCEEDS TO RESTORE CURRENT HOLDINGS OR EXPAND THE COLLECTION THROUGH ADDITIONAL ACQUISITIONS. | |
| PART III, LINE 4: | COLLECTIONS AND RELATION TO EXEMPT PURPOSE THE LIBRARY BOASTS OVER ONE MILLION RARE BOOKS AND MANUSCRIPTS, A WEALTH OF MAPS, MUSICAL SCORES AND PRINTS. AMONG ITS LARGE COLLECTIONS, THE LIBRARY HOLDS SEVERAL FIRST EDITION FOLIOS BY WILLIAM SHAKESPEARE, ORIGINAL MUSIC FROM MOZART TO PROKOFIEV'S "PETER AND THE WOLF"; AND, IN ITS RARE BOOK COLLECTION, THE PERSONAL LIBRARY OF JOHN ADAMS. DUE TO THE EXTENT OF THE COLLECTIONS, MANY ITEMS ARE DISPLAYED ON A ROTATING BASIS. THESE UNIQUE SPECIAL EXHIBITS ARE SHOWN IN THE RESEARCH LIBRARY AND OFFER THE PUBLIC AN OPPORTUNITY TO VIEW BOOKS AND DOCUMENTS WHICH ARE USUALLY ONLY ACCESSIBLE TO REGISTERED READERS IN THE RARE BOOKS READING ROOM. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE PUBLIC LIBRARY OF THE CITY OF BOSTON. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART XIII: SUPPLEMENTAL FINANCIAL INFORMATION THE LIBRARY IS A PUBLIC ENTITY AND THEREFORE DOES NOT FOLLOW FASB PRONOUNCEMENTS ISSUED AFTER NOVEMBER 30, 1989. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY RYAN | ||||||||||||||
| PRESIDENT | 0 | 175000 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 | 40950 | 0 | 235950 | 0 | 0 |
| DAVID LEONARD | ||||||||||||||
| DIR. OF ADMIN. & TECHNOLOGY | 0 | 124322 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26108 | 0 | 150430 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT FORM 990 WAS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE SET BY THE CITY OF BOSTON'S HUMAN RESOURCE DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES MAINTAINS A SUB-COMMITTEE CALLED THE FINANCE & AUDIT (F&A) COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. ON AN ANNUAL BASIS, THE F&A COMMITTEE REVIEWS A DRAFT OF THE AUDITED FINANCIAL STATEMENTS. AFTER THEIR REVIEW, THE COMMITTEE CONDUCTS A FORMAL MEETING THAT INCLUDES A REPRESENTATIVE(S) OF THE INDEPENDENT AUDIT FIRM, AS WELL AS MEMBERS OF THE ORGANIZATION'S FINANCE TEAM. AT THIS MEETING, ANY QUESTIONS ABOUT THE AUDITED FINANCIAL STATEMENTS ARE ADDRESSED, IF ANY. SUBSEQUENTLY, THERE IS A FORMAL MEETING OF THE FULL BOARD OF TRUSTEES IN WHICH THE TRUSTEES VOTE TO ACCEPT THE FINAL AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON PUBLIC LIBRARY FOUNDATION INC | ||||||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | 043150560 | SUPPORT | MA | 501C3 | 7 | N/A | 0 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY INC | ||||||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | 042900822 | SUPPORT | MA | 501C3 | 7 | N/A | 0 |
| THE CITY OF BOSTON | ||||||||||
| ONE CITY HALL SQUARE | BOSTON | MA | 02201 | 046011380 | GOVERNMENT | MA | 501C3 | 6 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments