2026-08-11T15:30:20-05:00 2025-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-10-01 042104852 PROPRIETORS OF THE BOSTON ATHENAEUM PROP 6172270270 10 12 BEACON STREET BOSTON MA 02108 F JAVIER CEVALLOS TREASURER 6172270270 2026-08-11 1 1 THOMAS F MULDOON CPA P01561688 5083669100 2026-08-11 2024 2025-03-06 01:10:19Z X LEAH ROSOVSKY 10 1/2 BEACON STREET BOSTON MA 02108 49874204 0 X WWW.BOSTONATHENAEUM.ORG X 1807 MA SEE SCHEDULE O. 20 20 86 113 -14849 0 2997595 4134636 1842865 2179117 3845691 2934128 358643 499432 9044794 9747313 14750 12000 0 0 5663860 5998737 0 55129 1238169 7479570 7097033 13158180 13162899 -4113386 -3415586 137181343 138521803 18503893 18044208 118677450 120477595 X SEE SCHEDULE O. 0 0 4468659 12000 1875781 LIBRARY SERVICES - SEE SCHEDULE O.LIBRARY SERVICES - THE LIBRARY IS THE LARGEST PROGRAMMATIC ACTIVITY OF THE BOSTON ATHENAEUM, SERVING APPROXIMATELY 5,000 MEMBERS, THEIR FAMILIES, THE SCHOLARLY COMMUNITY, STUDENTS, AND OTHER MEMBERS OF THE PUBLIC. IT IS COMPOSED OF TWO PRINCIPAL DEPARTMENTS: READER SERVICES AND TECHNICAL SERVICES. READER SERVICES AT THE BOSTON ATHENAEUM COMPRISES THE PUBLIC DEPARTMENTS THAT OFFER LIBRARY SERVICES. THE HEAD OF READER SERVICES AND THE ARCHIVIST/REFERENCE LIBRARIAN WORK AT THE REFERENCE DESK; THEY ANSWER HUNDREDS OF MEMBERS AND RESEARCHERS' QUESTIONS AND ASSIST IN THE USE OF CIRCULATING MATERIALS, SPECIAL COLLECTIONS, ELECTRONIC RESOURCES, AND ONLINE RESEARCH. THOUSANDS OF RARE MATERIALS ARE PROVIDED FOR THE 200-300 RESEARCHERS WHO USE THE SPECIAL COLLECTIONS READING ROOM EVERY YEAR. THE HEAD OF CIRCULATION AND THE READER SERVICES ASSISTANT MANAGE ACTIVITY AT THE CIRCULATION DESK, WHERE ROUGHLY 18,000 ITEMS CIRCULATE EACH YEAR. FIVE INTERNS ASSIST AT CIRCULATION AND REFERENCE. THE CHILDREN'S LIBRARIAN HELPS YOUNGER MEMBERS USE THE CHILDREN'S LIBRARY, AND OFFERS PROGRAMS INCLUDING STORY HOURS AND READING GROUPS, DESIGNED SPECIFICALLY FOR CHILDREN. NINETEEN DISCUSSION GROUPS AND OVER 150 TOURS OF THE BUILDING ARE ARRANGED BY READER SERVICES EVERY YEAR. THE TECHNICAL SERVICES DEPARTMENT, MANAGED BY THE CHIEF TECHNICAL SERVICES LIBRARIAN, ENCOMPASSES THE FUNCTIONS OF ACQUISITIONS, CATALOGING, SERIALS, CONSERVATION, AND DIGITIZATION. THE UNITS OF ACQUISITIONS, CATALOGING, AND SERIALS INCLUDE, AN ACQUISITIONS LIBRARIAN, A SERIALS LIBRARIAN, THREE RARE MATERIALS CATALOG LIBRARIANS, TWO CATALOGING ASSISTANTS, AND THREE INTERNS. THEY ARE RESPONSIBLE FOR SELECTING, ACQUIRING, ACCESSIONING, INVOICING, CATALOGING, AND PROCESSING APPROXIMATELY 2,700 ADDITIONS TO THE LIBRARY PER YEAR, INCLUDING BOTH NEW IMPRINTS AND RARE HISTORICAL VOLUMES. THE DEPARTMENT ALSO AUGMENTS APPROXIMATELY 3,000 LEGACY CATALOGING RECORDS PER YEAR. 4108191 SPECIAL COLLECTIONS - SEE SCHEDULE O.SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS DEPARTMENT IS COMPOSED OF THE CURATORS WHO OVERSEE THE ACQUISITION, MAINTENANCE, AND EXHIBITION OF RARE BOOKS, ARCHIVAL DOCUMENTS, MANUSCRIPTS, MAPS, AND WORKS OF ART. DEPARTMENT STAFF MEMBERS INCLUDE THE CURATOR OF RARE BOOKS AND MANUSCRIPTS, THE CURATOR OF PAINTINGS AND SCULPTURE, THE ASSOCIATE CURATOR OF PAINTINGS AND SCULPTURE, THE ARCHIVIST, AND THE CURATOR OF PRINTS AND PHOTOGRAPHS. THE CURATORS RESEARCH OBJECTS IN THE COLLECTIONS AND DISSEMINATE INFORMATION ABOUT THEM TO THE SCHOLARLY COMMUNITY AT LARGE AND TO THE PUBLIC THROUGH LECTURES, PUBLICATIONS, AND (IN COOPERATION WITH LIBRARIES, ARCHIVES, AND MUSEUMS AROUND THE COUNTRY) AN ACTIVE LOAN PROGRAM. EACH YEAR, ON SITE, THE CURATORS ASSIST HUNDREDS OF ATHENAEUM MEMBERS AND VISITING SCHOLARS IN RESEARCHING THE ATHENAEUM'S COLLECTIONS. THE CURATORIAL STAFF MOUNTS TWO OR THREE EXHIBITIONS PER YEAR COVERING A RANGE OF HISTORICAL AND CONTEMPORARY SUBJECTS. THESE EXHIBITIONS ARE ACCOMPANIED BY GALLERY TALKS, LECTURES, AND SYMPOSIA, ALL OF WHICH ARE OPEN TO THE PUBLIC. 1400712 61284 LECTURES & CONCERTS - SEE SCHEDULE O.LECTURES & CONCERTS - THE LECTURES AND CONCERTS PROGRAM INCLUDES APPROXIMATELY 100 EVENTS EACH YEAR, SUCH AS AUTHOR TALKS, LECTURES, CONCERTS, CHILDREN'S EVENTS, EXHIBITION RECEPTIONS AND MOVIES. EVENTS TAKE PLACE BOTH IN THE EVENING AND DURING THE DAY AND INCLUDE EVENTS THAT ARE OPEN TO THE GENERAL PUBLIC AS WELL AS EVENTS FOR ATHENAEUM MEMBERS. 658637 242052 CONSERVATION - SINCE 1963, THE CONSERVATION LABORATORY HAS BEEN DEDICATED TO THE LONG-TERM PRESERVATION OF THE ATHENAEUM'S HOLDINGS WITH INHERENT HISTORIC ARTISTIC OR LITERARY VALUE. THE CONSERVATION DEPARTMENT INCLUDES THE CHIEF CONSERVATOR AND THE ASSOCIATE CONSERVATOR, AND SEVERAL INTERNS AND FELLOWS. ATHENAEUM CONSERVATORS PERFORM CONSERVATION TREATMENTS ON RARE AND CIRCULATING BOOKS, MAPS, MANUSCRIPTS, PRINTS, ARCHITECTURAL DRAWINGS, BROADSIDES, AND PAMPHLETS, AND FOLLOW PREVENTIVE CONSERVATION PROTOCOLS.DIGITAL PROGRAMS - THE DIGITAL PROGRAMS DEPARTMENT IS DEDICATED TO THE ENHANCEMENT OF SCHOLARLY ACCESS TO THE COLLECTIONS THROUGH DIGITIZATION. THE HEAD OF DIGITAL PROGRAMS AND TWO INTERNS SCAN COLLECTION MATERIALS IN THE IMAGING STUDIO AND CREATE ONLINE RECORDSCONTAINING DIGITAL SURROGATES WITH THEIR CORRESPONDING METADATA. THESE EFFORTS ENSURE THAT ATHENAEUM COLLECTIONS ARE AVAILABLE FREELY ONLINE TO SCHOLARS, RESEARCHERS, STUDENTS, AND TO ANYONE IN THE WORLD WITH AN INTERNET CONNECTION. 658637 242052 10636199 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 47 0 1 86 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X CHRISTOPHER J BOUDROT 6177207642 10 1/2 BEACON STREET BOSTON MA 02108 TIMOTHY W DIGGINS PRESIDENT 2.00 2.00 X X 0 0 0 SUSAN B WEATHERBIE VICE PRESIDENT 2.00 2.00 X X 0 0 0 MELISSA FETTER VICE PRESIDENT 2.00 2.00 X X 0 0 0 F JAVIER CEVALLOS TREASURER 2.00 2.00 X X 0 0 0 ARTHUR B PAGE SECRETARY 2.00 2.00 X X 0 0 0 EARL M COLLIER JR TRUSTEE 2.00 2.00 X 0 0 0 MICHAEL EWALD TRUSTEE 2.00 0.00 X 0 0 0 JOHN S REED TRUSTEE 2.00 0.00 X 0 0 0 ROGER HAYNES TRUSTEE 2.00 2.00 X 0 0 0 TIMOTHY CODRINGTON TRUSTEE 2.00 0.00 X 0 0 0 PERRIN GRAYSON TRUSTEE 2.00 0.00 X 0 0 0 SARAH PERRY TRUSTEE 2.00 0.00 X 0 0 0 NANCY MAULL TRUSTEE 2.00 0.00 X 0 0 0 AMY RYAN TRUSTEE 2.00 2.00 X 0 0 0 CREELEA HENDERSON PANGARO TRUSTEE 2.00 2.00 X 0 0 0 CATHERINE POWELL TRUSTEE 2.00 0.00 X 0 0 0 AUSTIN V SHAPARD TRUSTEE 2.00 2.00 X 0 0 0 WINSTON LANGLEY TRUSTEE 2.00 0.00 X 0 0 0 ANNIE MACLACHLAN LEWIS TRUSTEE 2.00 0.00 X 0 0 0 GEORGE RAINE TRUSTEE 2.00 0.00 X 0 0 0 LEAH ROSOVSKY DIRECTOR 35.00 2.00 X 362733 0 30675 CHRISTOPHER J BOUDROT DIRECTOR OF FINANCE 35.00 2.00 X 180811 0 39466 BRIDGET KEANE DIRECTOR OF DEVELOPMENT 35.00 0.00 X 250767 0 45635 JOHN BUCHTEL CURATOR,RARE BOOKS/SPEC. COLLECTIONS 35.00 0.00 X 166392 0 32009 GREGORY MORRIS DIRECTOR OF FACILITIES AND SECURITY 35.00 0.00 X 149224 0 28119 JACQUELINE CHAMBERS MAJOR GIFT OFFICER 35.00 0.00 X 117397 0 27158 ANDRIA LAURIA I.T. MANAGER 35.00 0.00 X 109951 0 26387 1337275 0 229449 8 0 1 0 TG GALLAGHER MECHANICAL CONTRACTORS 309 WAVERLY OAKS ROAD SUITE 200 WALTHAM MA 02452 HVAC 343290 THE CATERED AFFAIR 70 LEDGEWOOD PLACE ROCKLAND MA 02370 EVENT CATERING 207791 MINELLI INC 175 PORTLAND STREET 5TH FLOOR BOSTON MA 02114 BRANDING & MARKETING CONSULTING 120183 ONE DIVERSIFIED LLC 2975 NORTHWOODS PKWY PEACHTREE CORNERS GA 30071 AV TECHNOLOGY IMPLEMENTATION 114044 4 54759 4079877 176145 4134636 FEES FOR LIBRARY USE 713990 1875781 1875781 GENERAL ADMISSION 713990 188196 188196 LECTURES, CONCERTS & EXHIBITIONS 713990 61284 61284 OTHER PROGRAM REVENUE 713990 49918 49918 PHOTOGRAPHIC SERVICES 713990 3938 3938 2179117 1989566 1989566 536981 59930 477051 477051 -14849 491900 40990164 40045602 944562 944562 944562 43740 21359 22381 22381 9747313 2179117 -14849 3448409 5000 5000 7000 7000 691335 175519 362237 153579 3863545 3052284 304154 507107 200077 164367 11150 24560 924942 697973 91854 135115 318838 228381 44651 45806 17875 17875 56718 56718 55129 55129 134906 134906 182426 94166 88260 26387 26387 184120 120322 50153 13645 485329 334456 23818 127055 2827771 2744099 61507 22165 24580 11695 11700 1185 1708736 1672853 22213 13670 COLLECTIONS AQUISITIONS 714437 714437 EVENT PROGRAMMING 249473 199460 50013 ART EXHIBITIONS 218550 218550 CATALOGING AND COLLECTI 155953 155953 109772 107463 1429 880 13162899 10636199 1288531 1238169 590456 1007958 4534915 7401469 432911 1096253 2000 14623 141735 116168 58538057 23944651 36298028 34593406 58275807 53979187 21600428 25575090 15305063 14737649 137181343 138521803 731787 771323 937225 1105221 16834881 16167664 18503893 18044208 X 70222887 69101691 48454563 51375904 118677450 120477595 137181343 138521803 -3415586 5215731 0 X X 0 1 X 1 0 X 4052846 2503329 5538472 2997595 4134636 19226878 4052846 2503329 5538472 2997595 4134636 19226878 3710723 15516155 826827 751086 2175690 2397446 2481466 8632515 2610 3175 4338 9607 43740 63470 27922863 8008820 0.55570 0.54890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GIFT SHOPS - 2020 AMOUNT: $ 2,610. 2021 AMOUNT: $ 3,175. 2022 AMOUNT: $ 4,338. 2023 AMOUNT: $ 9,607. 2024 AMOUNT: $ 43,740. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 84112651 815033 8160056 5966280 87121460 72421394 713406 17044581 6066730 84112651 66890422 2853677 10024523 7347228 72421394 92938942 60498 -17807086 8301932 66890422 92040764 30118 17053876 16185816 92938942 0.43310 0.36130 0.20560 1 1 1 199303 199303 55154641 22238401 32916240 3184113 1706250 1477863 34593406 PARTNERSHIPS-EQUITY FUNDS 25575090 F 25575090 RIGHT-OF-USE ASSETS - OPERATING 13780374 BENEFICIAL INTEREST IN PERPETUAL TRUST 837545 OTHER ASSETS 119730 14737649 OPERATING LEASE LIABILITY 16167664 16167664 X PART III, LINE 1A: THE COLLECTIONS WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ATHENAEUM'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AND AS RELEASES OF RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE USED TO FUND THE PURCHASE. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED AS REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN NET ASSETS. THE ATHENAEUM'S COLLECTIONS ARE MADE UP OF BOOKS, ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ACCESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: THE ATHENAEUM'S COLLECTIONS COMPRISE OVER HALF A MILLION VOLUMES, EXTENSIVE HOLDINGS OF PAINTINGS, SCULPTURES, PRINTS, AND PHOTOGRAPHS. PARTICULAR STRENGTHS ARE IN BOSTON HISTORY, NEW ENGLAND STATE AND LOCAL HISTORY, BIOGRAPHY, ENGLISH AND AMERICAN LITERATURE, AND THE FINE AND DECORATIVE ARTS. THE ATHENAEUM SUPPORTS A DYNAMIC EXHIBITION PROGRAM AND SPONSORS A LIVELY VARIETY OF EVENTS SUCH AS LECTURES AND CONCERTS. IT ALSO SERVES AS A STIMULATING CENTER FOR DISCUSSIONS AMONG SCHOLARS, BIBLIOPHILES, AND A VARIETY OF COMMUNITY-INTEREST GROUPS. PART V, LINE 4: THE ATHENAEUM'S ENDOWMENT CONSISTS OF 500 ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. THE BOARD HAS INTERPRETED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA") AS ENACTED IN MASSACHUSETTS AS REQUIRING THE TRACKING OF THE ORIGINAL GIFT AMOUNTS OF DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE ATHENAEUM TRACKS IN PERPETUITY: (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (C) ANY ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT AND INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND, AS APPLICABLE. PART X, LINE 2: THE ATHENAEUM ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ATHENAEUM HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT SEPTEMBER 30, 2025. X X X 1 JOHN BROWN LIMITED INC 155 W 68TH STREET 34F NEW YORK NY 10023 GENERAL STRATEGY, MESSAGING AND COACHING 0 0 40129 -40129 GIFT PLANNING & FUNDRAISING SERVICES 5 FIELDSTONE WAY WELLESLEY MA 02482 PLANNED GIVING (BEQUESTS) 0 0 15000 -15000 55129 -55129 MA SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE SERVICES WERE GENERAL IN NATURE AND WERE NOT DIRECTED TO OR TRACEABLE TO A PARTICULAR GIFT. 1 CASH GRANTS 4 7000 RESEARCH FELLOWSHIPS PART I, LINE 2: FELLOWSHIPS ARE ADMINISTERED BY OUR LIBRARY STAFF WHO COORDINATE THE LECTURE ACTIVITY AND FACILITATE AND MONITOR THE STUDY AND LECTURE ACTIVITY X X X X 0 0 0 0 0 0 0 0 0 LEAH ROSOVSKY DIRECTOR 362733 0 0 0 0 0 29160 0 1515 0 393408 0 0 0 BRIDGET KEANE DIRECTOR OF DEVELOPMENT 250767 0 0 0 0 0 21199 0 24436 0 296402 0 0 0 CHRISTOPHER J BOUDROT DIRECTOR OF FINANCE 180811 0 0 0 0 0 15045 0 24421 0 220277 0 0 0 JOHN BUCHTEL CURATOR,RARE BOOKS/SPEC. COLLECTIONS 166392 0 0 0 0 0 13895 0 18114 0 198401 0 0 0 GREGORY MORRIS DIRECTOR OF FACILITIES AND SECURITY 149224 0 0 0 0 0 10657 0 17462 0 177343 0 0 0 X 136 0 UNRECORDED FOR GAAP X 8 176145 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED IN PART I, LINE 2, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I & III, LINE 1: THE MISSION OF THE BOSTON ATHENAEUM IS TO ENGAGE ALL WHO SEEK KNOWLEDGE BY MAKING ACCESSIBLE OUR LIBRARY'S COLLECTIONS AND SPACES, THEREBY INSPIRING REFLECTION, DISCOURSE, CREATIVE EXPRESSION, AND JOY. FORM 990, PART VI, SECTION A, LINE 4 DURING THE REPORTING PERIOD, THE PROPRIETORS OF THE BOSTON ATHENAEUM AMENDED ITS BYLAWS TO INCREASE THE MAXIMUM ALLOWABLE NUMBER OF TRUSTEES FROM TWENTY-ONE (21) TO TWENTY-FIVE (25) MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 PLEASE REFER TO THE RESPONSE TO FORM 990, PART VI, SECTION A, LINE 7A BELOW. FORM 990, PART VI, SECTION A, LINE 7A THE BOSTON ATHENAEUM WAS INCORPORATED AS A SHAREHOLDER ORGANIZATION BY THE MASSACHUSETTS GENERAL COURT (THE STATE LEGISLATURE) IN 1807. ATHENAEUM SHAREHOLDERS ARE TERMED "PROPRIETORS." THE GENERAL COURT HAS AUTHORIZED 1,049 ATHENAEUM PROPRIETORS. THESE PROPRIETORS' SOLE FUNCTION IS TO ELECT THE OFFICERS AND GOVERNING BOARD OF THE ATHENAEUM. PROPRIETOR SHARES MAY BE BOUGHT OR SOLD, GIVEN OR BEQUEATHED. THE PROPRIETORS THEMSELVES HAVE NO CLAIM ON THE NET ASSETS OF THE ATHENAEUM, NOR DO THEY RECEIVE ANY PERSONAL FINANCIAL BENEFIT RESULTING FROM THEIR HOLDING OF THE PROPRIETORSHIP. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, A SPECIAL MEETING OF THE AUDIT & RISK COMMITTEE, WHO IS DELEGATED AUTHORITY TO APPROVE THE RETURN, WAS HELD. THE RETURN WAS PRESENTED BY THE DIRECTOR OF FINANCE, WHO WAS AVAILABLE TO ANSWER QUESTIONS AND TO CERTIFY THE ACCURACY OF INFORMATION PROVIDED ON THE RETURN. THE COMMITTEE VOTED TO APPROVE THE RETURN BASED ON EXAMINATION OF THE RETURN AND CERTIFICATIONS MADE BY THE DIRECTOR OF FINANCE. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD VIA EMAIL, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICTS-OF-INTEREST POLICY. THE POLICY REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO COMPLETE AN ANNUAL CONFLICTS-OF-INTEREST DISCLOSURE STATEMENT. THE STATEMENTS ARE DISCUSSED AND CONSIDERED PER THE POLICY AT A MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE TRUSTEES EVALUATE THE COMPENSATION OF THE EXECUTIVE DIRECTOR OBJECTIVELY, TAKING INTO ACCOUNT COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ATHENAEUM WAS INCORPORATED IN 1807. UPON THE ENACTMENT OF THE FEDERAL INCOME TAX IN THE 20TH CENTURY, THE IRS DETERMINED THAT THE ATHENAEUM WAS EXEMPT FROM TAXATION. THIS IRS DETERMINATION OCCURRED PRIOR TO THE ESTABLISHMENT OF THE APPLICATION PROCESS THAT INCLUDES FORM 1023. CONSEQUENTLY NO FORM 1023 HAS BEEN REQUIRED BY THE IRS OR PREPARED BY THE ATHENAEUM. THE ATHENAEUM'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ATHENAEUM'S WEBSITE: HTTP://WWW.BOSTONATHENAEUM.ORG. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE BOSTON LIBRARY SOCIETY 10 1/2 BEACON STREET BOSTON MA 02108 041105450 ORGANIZATION THAT ALLOCATES FUNDS TO THE BOSTON ATHENAEUM MA 501(C)(3) LINE 12A, I PROPRIETORS OF THE BOSTON ATHENAEUM 1 CHARITABLE REMAINDER TRUST 10 1/2 BEACON STREET BOSTON MA 02108 046607942 CHARITABLE REMAINDER TRUST MA N/A T 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BOSTON LIBRARY SOCIETY C 54759 BOOK VALUE