ASSOCIATES OF THE BOSTON PUBLIC LIBRARY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATES OF THE BOSTON PUBLIC LIBRARY INC (EIN 04-2900822)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-28
IRS object ID
202620289349300987
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-01-28T12:55:48-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920613813PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MURPHY GAUDREAU HOSKINSON INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE TARA BOULEVARDAddressLine1Txt
CityNASHUACityNm
State AbbreviationNHStateAbbreviationCd
ZIP030622809ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042900822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATES OF BOSTON PUBLIC LIBRARY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone6175363886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY BALLINGERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6175363886PhoneNum
Signature2026-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES GAUDREAU CPAPreparerPersonNm
PTINP01374894PTIN
Phone6036193128PhoneNum
Preparation2026-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWENDY BALLINGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,585,690GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressASSOCIATESBPL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE ASSOCIATES OF THE BOSTON PUBLIC LIBRARY IS AN INDEPENDENT NONPROFIT DEDICATED TO PRESERVING AND PROMOTING THE HISTORIC, LITERARY, AND ARTISTIC TREASURES OF THE BOSTON PUBLIC LIBRARY THROUGH TARGETED GRANTMAKING AND CULTURAL EVENTS. BY EXPANDING ACCESS TO THESE COLLECTIONS, THE ASSOCIATES ENSURES THAT PRESENT AND FUTURE GENERATIONS, IN BOSTON AND BEYOND, CONTINUE TO BE INFORMED AND INSPIRED.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers72TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,525,909PYContributionsGrantsAmt
CY Contributions Grants$640,277CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$640,051PYInvestmentIncomeAmt
CY Investment Income$918,480CYInvestmentIncomeAmt
PY Other Revenue$114,459PYOtherRevenueAmt
CY Other Revenue$175,013CYOtherRevenueAmt
PY Total Revenue$3,280,419PYTotalRevenueAmt
CY Total Revenue$1,733,770CYTotalRevenueAmt
PY Grants And Similar Paid$1,118,771PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,144,809CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$319,391PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$347,437CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$124,216PYOtherExpensesAmt
CY Other Expenses$324,452CYOtherExpensesAmt
PY Total Expenses$1,562,378PYTotalExpensesAmt
CY Total Expenses$1,816,698CYTotalExpensesAmt
PY Revenues Less Expenses$1,718,041PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$82,928CYRevenuesLessExpensesAmt
Total Assets BOY$11,619,960TotalAssetsBOYAmt
Total Assets EOY$11,921,335TotalAssetsEOYAmt
Total Liabilities BOY$6,745TotalLiabilitiesBOYAmt
Total Liabilities EOY$140,331TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,613,215NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,781,004NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASSOCIATES OF THE BOSTON PUBLIC LIBRARY IS AN INDEPENDENT NONPROFIT DEDICATED TO PRESERVING AND PROMOTING THE HISTORIC, LITERARY, AND ARTISTIC TREASURES OF THE BOSTON PUBLIC LIBRARY THROUGH TARGETED GRANTMAKING AND CULTURAL EVENTS. BY EXPANDING ACCESS TO THESE COLLECTIONS, THE ASSOCIATES ENSURES THAT PRESENT AND FUTURE GENERATIONS, IN BOSTON AND BEYOND, CONTINUE TO BE INFORMED AND INSPIRED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,099,312ExpenseAmt
Grant$1,099,312GrantAmt
DescTHE ORGANIZATION IS DEDICATED TO PRESERVING, PROTECTING AND PROMOTING THE BOSTON PUBLIC LIBRARY'S SPECIAL COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, PRINTS AND DRAWINGS, MUSICAL SCORES, AND ITEMS OF HISTORIC, LITERARY, AND CULTURAL IMPORTANCE. THE ORGANIZATION IS COMMITTED TO ENSURING CONTINUED PUBLIC ACCESS TO THESE IRREPLACEABLE TREASURES BY UNDERWRITING THEIR CONSERVATION, CATALOGING, DIGITIZATION, CURATION, AND EXHIBITION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$45,497ExpenseAmt
Grant$45,497GrantAmt
DescTHE 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 CHILDERN 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

FieldValueIRS element (for citing)
Expense$71,712ExpenseAmt
DescTHE ORGANIZATION HOSTS LITERARY AND CURATORIAL PROGRAMMING DESIGNED TO HEIGHTEN AWARENESS OF THE BOSTON PUBLIC LIBRARY AND ITS SPECIAL COLLECTIONS. THIS PROGRAMMING INCLUDES THE HUNDRED YEAR RETROACTIVE BOOK AWARD, WHICH WEIGHS THE ENDURING LITERARY MERITS OF BEST SELLERS PUBLISHED A HUNDRED YEARS AGO, AND THE PIERCE PERFORMANCE SERIES WHICH SEEKS TO RAISE THE VISIBILITY OF TREASURES IN THE BPL'S SPECIAL COLLECTIONS THROUGH FREE PUBLIC PERFORMANCES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,216,521TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWENDY BALLINGERPersonNm
Phone6175363886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 BOYLSTON STAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
ALYCE J LEE
CHAIR5.00Yes (X)Yes (X)$0$0$0
CF STONE III
TREASURER2.00Yes (X)Yes (X)$0$0$0
SHARON C LINCOLN
CLERK2.00Yes (X)Yes (X)$0$0$0
JOSEPH S BERMAN
DIRECTOR2.00Yes (X)Yes (X)$0$0$0
TOM CAHILL
DIRECTOR1.00Yes (X)$0$0$0
CHRISTY CASHMAN
DIRECTOR1.00Yes (X)$0$0$0
LORIE CONWAY
DIRECTOR1.00Yes (X)$0$0$0
LORI HENDERSON
DIRECTOR1.00Yes (X)$0$0$0
PETER DRUMMEY
DIRECTOR1.00Yes (X)$0$0$0
DANA J COHEN
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH FINDER
DIRECTOR2.00Yes (X)$0$0$0
EMILY D GRISET
DIRECTOR1.00Yes (X)$0$0$0
NATALIE LEMLE
DIRECTOR1.00Yes (X)$0$0$0
ANITA C LINCOLN
DIRECTOR1.00Yes (X)$0$0$0
USHA PASI
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
LISA PIERPONT
DIRECTOR1.00Yes (X)$0$0$0
CAROLE SIMPSON
DIRECTOR1.00Yes (X)$0$0$0
LINDA R WELD
DIRECTOR1.00Yes (X)$0$0$0
DAVID LEONARD
EX-OFFICI01.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$19,700MembershipDuesAmt
Fundraising$202,257FundraisingAmt
All Other Contributions$418,320AllOtherContributionsAmt
Noncash Contributions$8,483NoncashContributionsAmt
Total Contributions$640,277TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,942TotalRevenueColumnAmt
Exclusion$330,942ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,305,938SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,718,400SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$587,538SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$587,538TotalRevenueColumnAmt
Exclusion$587,538ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$308,533FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$202,257ContriRptFundraisingEventAmt
Fundraising Direct Expenses$133,520FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,013TotalRevenueColumnAmt
Exclusion$175,013ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,733,770TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,093,493ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,099,312TotalAmt
Program Services$1,099,312ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,497TotalAmt
Program Services$45,497ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$305,032TotalAmt
Management And General$305,032ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,727TotalAmt
Management And General$6,727ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,924TotalAmt
Management And General$12,924ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,754TotalAmt
Management And General$22,754ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$295TotalAmt
Management And General$295ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,448TotalAmt
Management And General$54,448ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,412TotalAmt
Management And General$59,412ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,675TotalAmt
Management And General$12,675ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,483TotalAmt
Management And General$8,483ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,184TotalAmt
Management And General$10,184ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,494TotalAmt
Management And General$2,494ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,909TotalAmt
Management And General$1,909ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EVENT EXPENSES$44,776$42,996$1,780
CONSULTANTS$39,413$39,413
TECHNOLOGY$30,648$30,648
TRAINING$28,965$28,716$249

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,750TotalAmt
Management And General$30,750ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,816,698TotalAmt
Program Services$1,216,521ProgramServicesAmt
Management And General$600,177ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,805,988BOYAmt
EOY$2,383,695EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$323,118BOYAmt
EOY$336,917EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,965BOYAmt
EOY$16,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$19,100EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,469,889BOYAmt
EOY$9,165,123EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,619,960BOYAmt
EOY$11,921,335EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,745BOYAmt
EOY$140,331EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,745BOYAmt
EOY$140,331EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,173,506BOYAmt
EOY$2,503,873EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,439,709BOYAmt
EOY$9,277,131EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,613,215BOYAmt
EOY$11,781,004EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,619,960BOYAmt
EOY$11,921,335EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$82,928ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$250,717NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$393,533CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,517,458CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,269,706CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,768,849CurrentTaxYearMinus1YearAmt
Current Tax Year$948,810CurrentTaxYearAmt
Total$6,898,356TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$393,533CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,517,458CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,269,706CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,768,849CurrentTaxYearMinus1YearAmt
Current Tax Year$948,810CurrentTaxYearAmt
Total$6,898,356TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,898,356PublicSupportTotal170Amt
Total Support$6,898,356TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,698,159BeginningYearBalanceAmt
Contributions$2,381ContributionsAmt
Investment Earnings Or Losses$355,701InvestmentEarningsOrLossesAmt
Other Expenditures$179,823OtherExpendituresAmt
Administrative Expenses$5,625AdministrativeExpensesAmt
End Year Balance$1,870,793EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,052,707BeginningYearBalanceAmt
Contributions$1,650ContributionsAmt
Investment Earnings Or Losses$268,606InvestmentEarningsOrLossesAmt
Other Expenditures$69,800OtherExpendituresAmt
End Year Balance$1,698,159EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,758,924BeginningYearBalanceAmt
Contributions$82,055ContributionsAmt
Investment Earnings Or Losses$273,694InvestmentEarningsOrLossesAmt
Other Expenditures$78,125OtherExpendituresAmt
End Year Balance$3,036,548EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,044,002BeginningYearBalanceAmt
Contributions$160,001ContributionsAmt
Investment Earnings Or Losses-$355,411InvestmentEarningsOrLossesAmt
Other Expenditures$89,668OtherExpendituresAmt
End Year Balance$2,758,924EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,556,904BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$566,815InvestmentEarningsOrLossesAmt
Other Expenditures$80,217OtherExpendituresAmt
End Year Balance$3,044,002EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.67000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.33000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,118,007TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$250,717NetUnrealizedGainsInvstAmt
Revenue Not Reported$250,717RevenueNotReportedAmt
Revenue Subtotal$1,867,290RevenueSubtotalAmt
Other Revenues Not Included-$133,520OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$133,520RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,733,770TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,950,218TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$133,520OtherExpensesIncludedAmt
Expenses Not Reported$133,520ExpensesNotReportedAmt
Expenses Subtotal$1,816,698ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,816,698TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ASSOCIATES ENDOWMENT FUND: DEDICATED TO ENSURING THE LONG-TERM ABILITY OF THE ASSOCIATES OF THE BOSTON PUBLIC LIBRARY TO ASSIST WITH CONSERVING, CATALOGING, DIGITIZING, CURATING, AND EXHIBITING THE HISTORIC, LITERARY AND CULTURAL TREASURES IN THE BOSTON PUBLIC LIBRARYS SPECIAL COLLECTIONS. PIERCE PERFORMANCE SERIES ENDOWMENT FUND: THE FUNDS PURPOSE IS TO UNDERWRITE FREE PUBLIC EVENTS RELATED TO THE LIBRARYS SPECIAL COLLECTIONS. THE FUNDS WERE DONATED BY THE HAROLD WHITWORTH PIERCE CHARITABLE TRUST IN 2017 WITH THE GOAL OF INCREASING THE VISIBILITY OF THE SPECIAL COLLECTIONS AND THE ORGANIZATION'S PRESERVATION WORK.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES INVESTMENT EXPENSES
PART V, LINE 4THE ASSOCIATES ENDOWMENT FUND: DEDICATED TO ENSURING THE LONG-TERM ABILITY OF THE ASSOCIATES OF THE BOSTON PUBLIC LIBRARY TO ASSIST WITH CONSERVING, CATALOGING, DIGITIZING, CURATING, AND EXHIBITING THE HISTORIC, LITERARY AND CULTURAL TREASURES IN THE BOSTON PUBLIC LIBRARY'S SPECIAL COLLECTIONS. PIERCE PERFORMANCE SERIES ENDOWMENT FUND: THE FUND'S PURPOSE IS TO UNDERWRITE FREE PUBLIC EVENTS RELATED TO THE LIBRARY'S SPECIAL COLLECTIONS. THE FUNDS WERE DONATED BY THE HAROLD WHITWORTH PIERCE CHARITABLE TRUST IN 2017 WITH THE GOAL OF INCREASING THE VISIBILITY OF THE SPECIAL COLLECTIONS AND THE ORGANIZATION'S PRESERVATION WORK.
PART XTHE ORGANIZATION HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR THE YEAR ENDED. 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 IS REFLECTED IN THESE FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LIT. LIGHTSEvent1Nm
Gross Receipts Event1$510,790GrossReceiptsEvent1Amt
Charitable Contri Event1$202,257CharitableContriEvent1Amt
Gross Revenue Event1$308,533GrossRevenueEvent1Amt
Other Direct Expenses Event1$133,520OtherDirectExpensesEvent1Amt
Gross Receipts Total$510,790GrossReceiptsTotalAmt
Charitable Contributions Tot$202,257CharitableContributionsTotAmt
Gross Revenue Total Events$308,533GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$133,520OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$133,520DirectExpenseSummaryEventsAmt
Net Income Summary$175,013NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOSTON PUBLIC LIBRARYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Recipient EIN046151731RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,099,312CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantCONSERVATION, DIGITIZATION, AND CATALOGING.PurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeWRITER-IN-RESIDENCEGrantTypeTxt
Recipient3RecipientCnt
Cash Grant$45,497CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE BOSTON PUBLIC LIBRARY SUBMITS AN ANNUAL GANT PROPOSAL AND BUDGET WHICH IS REVIEWED, APPROVED, AND MONITORED BY THE BOARD OF DIRECTORS OF THE ASSOCIATES OF THE BOSTON PUBLIC LIBRARY. THE EXECUTIVE DIRECTOR HOLDS QUARTERLY MILESTONE MEETINGS WITH THE LIBRARY AND OBTAINS A YEAR-END GRANT REPORT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 19FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT 700 BOYLSTON STREET, BOSTON, MA 02116.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.