2018-08-13T13:43:13-05:00 2017-09-30 263753134 CBIZ MHM LLC 500 Boylston Street Boston MA 02116 990 2016-10-01 042104852 PROPRIETORS OF THE BOSTON ATHENAEUM PROP 6172270270 10 1/2 BEACON STREET BOSTON MA 02110 j mark enriquez treasurer 6172270270 2018-08-06 1 Craig Klein P00734640 6177610600 2016 2022-09-23 18:48:47Z ELIZABETH E BARKER 10 1/2 BEACON STREET BOSTON MA 02110 88629576 0 X WWW.BOSTONATHENAEUM.ORG X 1807 MA SEE SCHEDULE O. 17 17 99 94 0 0 2592093 1916339 1389057 1351846 423272 9400978 42764 89422 4447186 12758585 17300 18000 0 0 4010081 4189994 0 0 470276 4074231 3770848 8101612 7978842 -3654426 4779743 108627644 111741683 1311383 1261400 107316261 110480283 X SEE SCHEDULE O. 0 0 2560925 18000 1256817 Library services - see schedule o.LIBRARY SERVICES - THE LIBRARY IS THE LARGEST PROGRAMMATIC ACTIVITY OFTHE BOSTON ATHENAEUM, SERVING APPROXIMATELY 5,000 MEMBERS, THEIRFAMILIES, THE SCHOLARLY COMMUNITY, STUDENTS, AND OTHER MEMBERS OF THEPUBLIC. IT IS COMPOSED OF TWO PRINCIPAL DEPARTMENTS: READER SERVICESAND TECHNICAL SERVICES. READER SERVICES AT THE BOSTON ATHENAEUMCOMPRISES THE PUBLIC DEPARTMENTS THAT OFFER LIBRARY SERVICES. THE HEADOF READER SERVICES AND THE ARCHIVIST/REFERENCE LIBRARIAN WORK AT THEREFERENCE DESK; THEY ANSWER HUNDREDS OF MEMBERS AND RESEARCHERS'QUESTIONS AND ASSIST IN THE USE OF CIRCULATING MATERIALS, SPECIALCOLLECTIONS, ELECTRONIC RESOURCES, AND ONLINE RESEARCH. THOUSANDS OFRARE MATERIALS ARE PROVIDED FOR THE 200-300 RESEARCHERS WHO USE THESPECIAL COLLECTIONS READING ROOM EVERY YEAR. THE HEAD OF CIRCULATIONAND THE READER SERVICES ASSISTANT MANAGE ACTIVITY AT THE CIRCULATIONDESK, WHERE ROUGHLY 18,000 ITEMS CIRCULATE EACH YEAR. FIVE INTERNSASSIST AT CIRCULATION AND REFERENCE. THE CHILDREN'S LIBRARIAN HELPSYOUNGER MEMBERS USE THE CHILDREN'S LIBRARY, AND OFFERS PROGRAMSINCLUDING STORY HOURS AND READING GROUPS, DESIGNED SPECIFICALLY FORCHILDREN. 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. 2199769 9536 special collections - see schedule o.SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS DEPARTMENT IS COMPOSED OFTHE CURATORS WHO OVERSEE THE ACQUISITION, MAINTENANCE, AND EXHIBITIONOF RARE BOOKS, ARCHIVAL DOCUMENTS, MANUSCRIPTS, MAPS, AND WORKS OF ART.DEPARTMENT STAFF MEMBERS INCLUDE THE CURATOR OF RARE BOOKS ANDMANUSCRIPTS, THE CURATOR OF PAINTINGS AND SCULPTURE, THE ASSOCIATECURATOR OF PAINTINGS AND SCULPTURE, THE ARCHIVIST,AND THE CURATOR OF PRINTS AND PHOTOGRAPHS. THE CURATORS RESEARCHOBJECTS IN THE COLLECTIONS AND DISSEMINATE INFORMATION ABOUT THEM TOTHE SCHOLARLY COMMUNITY AT LARGE AND TO THE PUBLIC THROUGH LECTURES,PUBLICATIONS, AND (IN COOPERATION WITH LIBRARIES, ARCHIVES, AND MUSEUMSAROUND THE COUNTRY) AN ACTIVE LOAN PROGRAM. EACH YEAR, ON SITE, THECURATORS ASSIST HUNDREDS OF ATHENAEUM MEMBERS AND VISITING SCHOLARS INRESEARCHING THE ATHENAEUM'S COLLECTIONS. THE CURATORIAL STAFF MOUNTSTWO OR THREE EXHIBITIONS PER YEAR COVERING A RANGE OF HISTORICAL ANDCONTEMPORARY SUBJECTS. THESE EXHIBITIONS ARE ACCOMPANIED BY GALLERYTALKS, LECTURES, AND SYMPOSIA, ALL OF WHICH ARE OPEN TO THE PUBLIC. 792660 72972 Lectures & Concerts - see schedule oLECTURES & CONCERTS - THE LECTURES AND CONCERTS PROGRAM INCLUDESAPPROXIMATELY 100 EVENTS EACH YEAR, SUCH AS AUTHOR TALKS, LECTURES,CONCERTS, CHILDREN'S EVENTS, EXHIBITION RECEPTIONS AND MOVIES. EVENTSTAKE PLACE BOTH IN THE EVENING AND DURING THE DAY AND INCLUDE EVENTSTHAT ARE OPEN TO THE GENERAL PUBLIC AS WELL AS EVENTS FOR ATHENAEUMMEMBERS. 617586 12521 CONSERVATION - SINCE 1963, THE CONSERVATION LABRATORY 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 RECORDS CONTAINING 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. 617586 12521 6170940 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 38 0 1 99 1 0 1 CJ UC 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X christopher j boudrot 6177207642 10 1/2 beacon st boston MA 02108 John S Reed President 2.00 2.00 X X 0 0 0 Charles A Coolidge III Vice President 2.00 2.00 X X 0 0 0 Susan b Weatherbie Vice President 2.00 2.00 X X 0 0 0 J Mark Enriquez Treasurer 2.00 2.00 X X 0 0 0 Gilbert M Roddy Jr Assistant Treasurer 2.00 2.00 X X 0 0 0 David p Ingram Secretary 2.00 2.00 X X 0 0 0 Earl M Collier Jr Trustee 2.00 0.00 X 0 0 0 John Wigglesworth Everets Trustee 2.00 2.00 X 0 0 0 Thomas D Gill JR Trustee 2.00 2.00 X 0 0 0 Clarissa C Hunnewell Trustee 2.00 2.00 X 0 0 0 James F Hunnewell Jr Trustee 2.00 2.00 X 0 0 0 Terrance P Mcguire Trustee 2.00 2.00 X 0 0 0 Carolyn M Osteen Trustee 2.00 2.00 X 0 0 0 Creelea Henderson Pangaro Trustee 2.00 2.00 X X 0 0 0 austin v shapard trustee 2.00 0.00 X 0 0 0 Timothy W Diggins Trustee 2.00 0.00 X 0 0 0 Arthur B Page Trustee 2.00 0.00 X 0 0 0 Anne C Bromer Trustee (until march 2017) 2.00 0.00 X 0 0 0 Maisie Houghton Trustee (until march 2017) 2.00 2.00 X 0 0 0 Elizabeth H Owens Trustee (until march 2017) 2.00 2.00 X 0 0 0 Elizabeth E Barker Director 50.00 2.00 X 218719 0 24679 Christopher Boudrot Director of Finance 35.00 2.00 X 61130 0 9670 David Dearinger Director of Exhibitions 35.00 0.00 X 123775 0 21273 Robert L West Director of Operations 35.00 0.00 X 207116 0 34143 610740 0 89765 3 0 1 0 Cambridge Associates 100 Summer St boston MA 02110 investment consulting 133000 1 41930 1874409 130295 1916339 fees for library use 713990 1243028 1243028 lectures, concerts & exhibition a 713990 82508 82508 photographic services 713990 12521 12521 13789 13789 1351846 1025657 1025657 94482 3418 91064 91064 91064 84235980 75860659 8375321 8375321 8375321 5272 6914 -1642 -1642 12758585 1351846 0 9490400 5000 5000 13000 13000 412172 104988 267813 39371 2975214 2421510 370803 182901 169036 140362 18929 9745 394996 319834 50219 24943 238576 200515 26218 11843 42093 42093 49500 49500 164319 164319 385522 208074 62145 115303 18510 11040 7333 137 118658 26608 87716 4334 1082083 1058579 13994 9510 27106 6791 17283 3032 928505 908672 11808 8025 48575 22500 26075 collections aquisitions 556472 556472 reception/Entertainment 152085 58969 64601 28515 printing & publications 86381 54499 14770 17112 postage & shipping 42115 15405 13361 13349 68924 38122 28646 2156 7978842 6170940 1337626 470276 625965 604974 5973192 3279473 1148522 131080 133348 22356 35502428 14516876 21647362 20985552 49522508 67416628 28407102 18540540 1169645 761080 108627644 111741683 657028 633642 654355 627758 1311383 1261400 X 67144675 69259444 9409190 11284599 30762396 29936240 107316261 110480283 108627644 111741683 X 4779743 -538494 -1077227 X 0 1 X 1 0 X 1447478 2741106 1834254 2592093 1916339 10531270 1447478 2741106 1834254 2592093 1916339 10531270 778070 9753200 954890 919859 940198 907879 1120139 4842965 11988 8791 4181 5858 5272 36090 15410325 6666431 0.63290 0.57400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 84839543 418901 8748225 4279866 89726803 81099128 747418 7158805 4165808 84839543 90286221 286055 -5734132 3736016 81099128 84414951 1597328 8234915 3960973 90286221 78857380 647998 8285316 3375743 84414951 0.54310 0.33340 0.12350 1 1 1 199303 199303 33890736 13350542 20540194 1233256 987201 246055 179133 179133 0 20985552 partnerships - equity funds 18540540 C 18540540 X 10978545 -538494 -538494 11517039 164319 1077227 1241546 12758585 7814523 0 7814523 164319 164319 7978842 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 statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as releases of temporarily or permanently restricted net assets if the assets used to purchase the items were restricted by donors. contributed collection items are not reflected in the financial statements. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset classes. 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 assessing 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 approximately 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. Endowment funds include invested gifts. The Athenaeum classifies as permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the Athenaeum in a manner consistent with the standard of prudence prescribed by state law. Part X, Line 2: The Athenaeum accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Athenaeum has identified its tax status as a tax-exempt entity and its determination of which activities are related and unrelated as its only significant tax positions; however, the Athenaeum has determined that such tax positions do not result in an uncertainty requiring recognition. The Athenaeum is not currently under examination by any taxing jurisdiction. The Athenaeum's Federal and state tax returns are generally open for examination for three years following the date filed. Part XI, Line 4b - Other Adjustments: Loss on provision for uncollectible pledge receivable 1,077,227. Central America and the Caribbean 0 0 investments 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 massachusetts historical society 1154 boylston street boston MA 022153695 042108374 501(c)(3) 5000 New England Regional Fellowship Consortium Fund 1 0 RESEARCH FELLOWSHIPS 10 13000 0 Part I, Line 2: short-term research fellowships, the reseachers work closely with the reference librarians and at the end of their term provide a talk to the athenaeum community on their research conducted at the athenaeum. X X X X X 0 0 0 0 0 0 0 0 0 Elizabeth E Barker Director 218158 0 0 0 561 0 17564 0 7115 0 243398 0 0 0 Robert L West Director of Operations 204740 0 0 0 2376 0 16662 0 17481 0 241259 0 0 0 bromer booksellers book store is owned by anne c. bromer, former trustee 221696 the athenaeum purchases books 0 X 1 0 book value X 17 130295 fmv 1 0 1 0 Part I, Column (b): The number listed in Part I, Column (B) represents the number of items contributed. form 990, part I & III, Line 1: THE MISSION OF THE BOSTON ATHENAEUM IS TO SERVE ITS MEMBERS, THE BROADER COMMUNITY, AND SCHOLARS THROUGHOUT THE WORLD BY PRESERVING AND AUGMENTING ITS COLLECTION OF BOOKS AND ART, BY PROVIDING LIBRARY SERVICES AND CULTURAL PROGRAMS, AND BY PRESERVING AND ENHANCING THE UNIQUE ATMOSPHERE OF ITS LANDMARK BUILDING. 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. The officers and governing board are required to also be Proprietors. Proprietor shares may be 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, draft copies were distributed to the Board of Trustees. The draft copy was also reviewed and discussed at a meeting of the Audit Committee. Form 990, Part VI, Section B, line 12c The Trustees adopted a conflict of interest policy in 2007. The policy was expanded in 2010 to include key employees. The expanded policy requires an annual written disclosure document to be signed by each covered individual. The policy requires this process to be completed by the first Trustees meeting following the annual meeting, which takes place in march. 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 incorporated in the Athenaeum's Annual report, which is 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 XI, line 9: loss on provision for uncollectible pledge receivable -1,077,227. 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 The Boston Athenaeum 1 charitable remainder trust 10 1/2 Beacon Street boston MA 02108 046607942 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