PROPRIETORS OF THE BOSTON ATHENAEUM: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PROPRIETORS OF THE BOSTON ATHENAEUM (EIN 04-2104852)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-12
- IRS object ID
- 201612259349300721
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T07:48:08-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF THE BOSTON ATHENAEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROP | BusinessNameControlTxt |
| Phone | 6172270270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MARK ENRIQUEZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6172270270 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2016-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH E BARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,601,702 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSTONATHENAEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1807 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,741,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,834,254 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,284,583 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,390,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,938,620 | PYInvestmentIncomeAmt |
| CY Investment Income | $854,685 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,977 | PYOtherRevenueAmt |
| CY Other Revenue | $59,487 | CYOtherRevenueAmt |
| PY Total Revenue | $5,997,286 | PYTotalRevenueAmt |
| CY Total Revenue | $4,138,906 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,666,167 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,973,768 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $463,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,561,629 | PYOtherExpensesAmt |
| CY Other Expenses | $4,270,292 | CYOtherExpensesAmt |
| PY Total Expenses | $7,242,296 | PYTotalExpensesAmt |
| CY Total Expenses | $8,257,560 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,245,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,118,654 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,800,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,653,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,279,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,602,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,521,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,051,792 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,288,668 | ExpenseAmt |
| Grant | $13,500 | GrantAmt |
| Revenue | $1,237,925 | RevenueAmt |
| Desc | 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 SERVICESDEPARTMENT ENCOMPASSES THE FUNCTIONS OF ACQUISITIONS, CATALOGING, ANDSERIALS. THESE UNITS INCLUDE THE HEAD OF TECHNICAL SERVICES, A RAREMATERIALS CATALOG LIBRARIAN, THE ACQUISITIONS LIBRARIAN, THE SERIALSLIBRARIAN, A CATALOGING ASSISTANT, AND THREE INTERNS. THEY ARERESPONSIBLE FOR SELECTING, ACQUIRING, RECEIVING, INVOICING, CATALOGING,AND PROCESSING APPROXIMATELY 2,700 ADDITIONS TO THE LIBRARY PER YEAR,INCLUDING BOTH NEW IMPRINTS AND HISTORICAL VOLUMES. THE DEPARTMENT ALSOAUGMENTS LEGACY CATALOG RECORDS FOR APPROXIMATELY 3,000 VOLUMES PERYEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,994,544 | ExpenseAmt |
| Revenue | $16,232 | RevenueAmt |
| Desc | 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 CURATOR OF MAPS, 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $898,322 | ExpenseAmt |
| Revenue | $17,400 | RevenueAmt |
| Desc | DIGITAL PROGRAMS AND PRESERVATION - SEE SCHEDULE ODIGITAL PROGRAMS AND PRESERVATION - THE DIGITAL PROGRAMS ANDPRESERVATION DEPARTMENT IS RESPONSIBLE FOR THE PHYSICAL PRESERVATION OFTHE ATHENAEUM'S COLLECTIONS OF BOOKS AND ART ON PAPER, AND THEENHANCEMENT OF SCHOLARLY ACCESS TO THE COLLECTIONS THROUGHDIGITIZATION. THE CONSERVATION LABORATORY INCLUDES THE CHIEFCONSERVATOR AND THE PROJECT CONSERVATOR, AND SEVERAL INTERNS ANDFELLOWS, WHO ARE DEDICATED TO THE CARE AND REPAIR OF ATHENAEUM HOLDINGSWITH INHERENT HISTORIC, ARTISTIC OR LITERARY VALUE. ATHENAEUMCONSERVATORS PERFORM CONSERVATION TREATMENTS ON RARE BOOKS, MAPS,MANUSCRIPTS, PRINTS, ARCHITECTURAL DRAWINGS, BROADSIDES, AND PAMPHLETS.THE DIGITAL PROGRAMS LIBRARIAN AND TWO INTERNS SCAN RARE MATERIALS INTHE DIGITAL LABORATORY AND CREATE ONLINE COLLECTIONS OF RECORDS FORDIGITAL SURROGATES. THESE EFFORTS ENSURE THAT ATHENAEUM COLLECTIONS AREAVAILABLE FREELY ONLINE TO SCHOLARS, RESEARCHERS, AND STUDENTS WHO AREUNABLE TO VISIT THE LIBRARY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $826,460 | ExpenseAmt |
| Revenue | $118,923 | RevenueAmt |
| Desc | LECTURES & CONCERTS - THE LECTURES AND CONCERTS PROGRAM INCLUDESAPPROXIMATELY 80 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $826,460 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $118,923 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,007,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UC | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER J BOUDROT | PersonNm |
| Phone | 6177207642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DEBORAH HILL BORNHEIMER | |||||||||
| PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES A COOLIDGE III | |||||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN S REED | |||||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GILBERT M RODDY JR | |||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID P INGRAM | |||||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER ALTSCHULLER | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD B BALDINI | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE HANEY DUFFY | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J MARK ENRIQUEZ | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WIGGLESWORTH EVERETS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS D GILL JR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J BRYAN HEHIR | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAISIE HOUGHTON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARISSA C HUNNEWELL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES F HUNNEWELL JR | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRANCE P MCGUIRE | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN M OSTEEN | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH H OWENS | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CREELEA HENDERSON PANGARO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN B WEATHERBIE | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH E BARKER | |||||||||
| DIRECTOR | 50.00 | 2.00 | Yes (X) | Yes (X) | $46,489 | $0 | $1,776 | ||
| TANITA SELLO | |||||||||
| DIRECTOR OF FINANCE | 35.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH MCCALL | |||||||||
| DIRECTOR OF FINANCE (UNTIL 12/31/14) | 35.00 | 2.00 | Yes (X) | $154,179 | $0 | $27,219 | |||
| DAVID DEARINGER | |||||||||
| CURATOR | 35.00 | 0.00 | $113,768 | $0 | $23,699 | Yes (X) | |||
| ROBERT L WEST | |||||||||
| DIRECTOR OF DEVELOPMENT | 35.00 | 0.00 | $198,456 | $0 | $34,018 | Yes (X) | |||
| JOHN LANNON | |||||||||
| ASSOCIATE DIRECTOR | 35.00 | 0.00 | $125,858 | $0 | $17,758 | Yes (X) | |||
| JAMES REID-CUNNINGHAM | |||||||||
| DEPUTY DIRECTOR (UNTIL 5/1/15) | 35.00 | 0.00 | $137,812 | $0 | $25,794 | Yes (X) | |||
| PAULA MATTHEWS | |||||||||
| FORMER DIRECTOR | 0.00 | 0.00 | $154,968 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $931,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUMMER ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTANT | ServicesDesc |
| Compensation | $134,623 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $33,730 | RelatedOrganizationsAmt |
| All Other Contributions | $1,800,524 | AllOtherContributionsAmt |
| Noncash Contributions | $151,562 | NoncashContributionsAmt |
| Total Contributions | $1,834,254 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FOR LIBRARY USE | 713990 | $1,209,239 | $1,209,239 |
| LECTURES, CONCERTS & EXHIBITION A | 713990 | $135,155 | $135,155 |
| OTHER PROGRAM REVENUE | 713990 | $28,686 | $28,686 |
| PHOTOGRAPHIC SERVICES | 713990 | $17,400 | $17,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,390,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $857,840 | TotalRevenueColumnAmt |
| Exclusion | $857,840 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395 | TotalRevenueColumnAmt |
| Exclusion | $395 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,963 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,379 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,584 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,584 | TotalRevenueColumnAmt |
| Exclusion | $56,584 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,432,589 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,435,744 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,155 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,155 | TotalRevenueColumnAmt |
| Exclusion | -$3,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,181 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,673 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,508 | TotalRevenueColumnAmt |
| Exclusion | $2,508 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,138,906 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,390,480 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $914,172 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Program Services | $8,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,240 | TotalAmt |
| Program Services | $90,070 | ProgramServicesAmt |
| Management And General | $284,446 | ManagementAndGeneralAmt |
| Fundraising | $35,724 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,756,468 | TotalAmt |
| Program Services | $2,230,341 | ProgramServicesAmt |
| Management And General | $352,178 | ManagementAndGeneralAmt |
| Fundraising | $173,949 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,271 | TotalAmt |
| Program Services | $109,498 | ProgramServicesAmt |
| Management And General | $52,412 | ManagementAndGeneralAmt |
| Fundraising | $2,361 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,503 | TotalAmt |
| Program Services | $177,324 | ProgramServicesAmt |
| Management And General | $203,633 | ManagementAndGeneralAmt |
| Fundraising | $5,546 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,286 | TotalAmt |
| Program Services | $135,014 | ProgramServicesAmt |
| Management And General | $113,490 | ManagementAndGeneralAmt |
| Fundraising | $7,782 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,836 | TotalAmt |
| Management And General | $8,836 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,200 | TotalAmt |
| Management And General | $47,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,837 | TotalAmt |
| Management And General | $289,837 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,970 | TotalAmt |
| Program Services | $335,918 | ProgramServicesAmt |
| Management And General | $128,941 | ManagementAndGeneralAmt |
| Fundraising | $38,111 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,691 | TotalAmt |
| Program Services | $19,798 | ProgramServicesAmt |
| Management And General | $23,479 | ManagementAndGeneralAmt |
| Fundraising | $414 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,218 | TotalAmt |
| Program Services | $78,504 | ProgramServicesAmt |
| Management And General | $25,069 | ManagementAndGeneralAmt |
| Fundraising | $29,645 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,660 | TotalAmt |
| Program Services | $1,012,830 | ProgramServicesAmt |
| Management And General | $16,605 | ManagementAndGeneralAmt |
| Fundraising | $9,225 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,714 | TotalAmt |
| Program Services | $15,075 | ProgramServicesAmt |
| Management And General | $7,345 | ManagementAndGeneralAmt |
| Fundraising | $3,294 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,370 | TotalAmt |
| Program Services | $893,948 | ProgramServicesAmt |
| Management And General | $14,414 | ManagementAndGeneralAmt |
| Fundraising | $8,008 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,748 | TotalAmt |
| Program Services | $28,000 | ProgramServicesAmt |
| Management And General | $23,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS AQUISITIONS | $613,551 | $613,551 | ||
| RECEPTION/ENTERTAINMENT | $354,667 | $141,479 | $106,167 | $107,021 |
| PRINTING & PUBLICATIONS | $113,527 | $60,161 | $29,117 | $24,249 |
| POSTAGE & SHIPPING | $58,227 | $18,766 | $23,120 | $16,341 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,076 | TotalAmt |
| Program Services | $34,217 | ProgramServicesAmt |
| Management And General | $35,530 | ManagementAndGeneralAmt |
| Fundraising | $2,329 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,257,560 | TotalAmt |
| Program Services | $6,007,994 | ProgramServicesAmt |
| Management And General | $1,785,567 | ManagementAndGeneralAmt |
| Fundraising | $463,999 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,891 | BOYAmt |
| EOY | $476,592 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,959,758 | BOYAmt |
| EOY | $1,662,749 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,517 | BOYAmt |
| EOY | $1,196,182 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,145 | BOYAmt |
| EOY | $27,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,170,773 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,669,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,313,112 | BOYAmt |
| EOY | $22,501,542 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,496,419 | BOYAmt |
| EOY | $44,858,693 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,867,727 | BOYAmt |
| EOY | $34,284,270 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,325 | BOYAmt |
| EOY | $645,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,800,894 | BOYAmt |
| EOY | $105,653,884 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,361 | BOYAmt |
| EOY | $939,357 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,045 | BOYAmt |
| EOY | $662,735 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,406 | BOYAmt |
| EOY | $1,602,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,817,409 | BOYAmt |
| EOY | $65,221,470 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,275,764 | BOYAmt |
| EOY | $8,260,850 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,428,315 | BOYAmt |
| EOY | $30,569,472 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,521,488 | BOYAmt |
| EOY | $104,051,792 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,800,894 | BOYAmt |
| EOY | $105,653,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,118,654 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,351,042 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,509,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,009,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,447,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,741,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,834,254 | CurrentTaxYearAmt |
| Total | $10,541,642 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,509,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,009,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,447,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,741,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,834,254 | CurrentTaxYearAmt |
| Total | $10,541,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,880,067 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,661,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,024,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $895,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $954,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $919,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $940,198 | CurrentTaxYearAmt |
| Total | $4,735,329 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,181 | CurrentTaxYearAmt |
| Total | $77,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,354,737 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,918,991 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BEQUEST DATE: 09/30/11 AMOUNT: 33858. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,286,221 | BeginningYearBalanceAmt |
| Contributions | $283,055 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,734,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,736,016 | OtherExpendituresAmt |
| End Year Balance | $81,099,128 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,414,951 | BeginningYearBalanceAmt |
| Contributions | $1,597,328 | ContributionsAmt |
| Investment Earnings Or Losses | $8,234,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,960,973 | OtherExpendituresAmt |
| End Year Balance | $90,286,221 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,857,380 | BeginningYearBalanceAmt |
| Contributions | $647,998 | ContributionsAmt |
| Investment Earnings Or Losses | $8,285,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,375,743 | OtherExpendituresAmt |
| End Year Balance | $84,414,951 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,177,786 | BeginningYearBalanceAmt |
| Contributions | $1,381,282 | ContributionsAmt |
| Investment Earnings Or Losses | $11,589,957 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,291,645 | OtherExpendituresAmt |
| End Year Balance | $78,857,380 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,805,438 | BeginningYearBalanceAmt |
| Contributions | $1,238,532 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,459,887 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,406,297 | OtherExpendituresAmt |
| End Year Balance | $69,177,786 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,303 | OtherCostOrOtherBasisAmt |
| Book Value | $199,303 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,681,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,582,126 | DepreciationAmt |
| Book Value | $22,099,665 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,110,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $907,972 | DepreciationAmt |
| Book Value | $202,574 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $179,133 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,501,542 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARTNERSHIPS - HEDGE FUND OF FUNDS | $17,906,973 | F |
| PARTNERSHIPS - EQUITY FUNDS | $16,377,297 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,284,270 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$2,501,973 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,351,042 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,351,042 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,849,069 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $289,837 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $289,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,138,906 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,967,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,967,723 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $289,837 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $289,837 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,257,560 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 NO 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 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 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,906,972 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,906,972 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,906,972 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS HISTORICAL SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022153695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042108374 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $5,000 | CashGrantAmt |
| Purpose Of Grant | NEW ENGLAND REGIONAL FELLOWSHIP CONSORTIUM FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH FELLOWSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $8,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HUGH MCCALL | ||||||||||||||
| DIRECTOR OF FINANCE (UNTIL 12/31/14) | $150,527 | $0 | $0 | $0 | $3,652 | $0 | $12,334 | $0 | $14,885 | $0 | $181,398 | $0 | $0 | $0 |
| ROBERT L WEST | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $196,080 | $0 | $0 | $0 | $2,376 | $0 | $11,361 | $0 | $22,657 | $0 | $232,474 | $0 | $0 | $0 |
| JAMES REID-CUNNINGHAM | ||||||||||||||
| DEPUTY DIRECTOR (UNTIL 5/1/15) | $136,122 | $0 | $0 | $0 | $1,690 | $0 | $11,025 | $0 | $14,769 | $0 | $163,606 | $0 | $0 | $0 |
| PAULA MATTHEWS | ||||||||||||||
| FORMER DIRECTOR | $0 | $0 | $0 | $0 | $154,968 | $0 | $0 | $0 | $0 | $0 | $154,968 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | PAULA MATTHEWS RECEIVED SEVERANCE PAYMENTS OF $154,968. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMBRIDGE ASSOCIATES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE BELOW | RelationshipDescriptionTxt |
| Transaction | $134,623 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY IN WHICH DAVID INGRAM, MEMBER OF THE BOARD, IS MANAGING DIRECTOR.(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SERVICES AS AN INVESTMENT CONSULTANT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $151,562 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 11 | 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 FEBRUARY. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON LIBRARY SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041105450 | EIN |
| Primary Activities | ORGANIZATION THAT ALLOCATES FUNDS TO THE BOSTON ATHENAEUM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |