PROPRIETORS OF THE BOSTON ATHENAEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PROPRIETORS OF THE BOSTON ATHENAEUM (EIN 04-2104852)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-07-20
- IRS object ID
- 201142019349300314
- Schema version
- 2009v1.7
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-20T13:07:15-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Tofias | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Massachusetts Avenue | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104852 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPRIETORS OF THE BOSTON ATHENAEUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROP | NameControl |
| Phone | 6172270270 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gilbert M Roddy Jr | Name |
| Title | treasurer | Title |
| Phone | 6172270270 | Phone |
| Date Signed | 2011-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO MST | Name |
| Phone | 6177610600 | Phone |
| Date Prepared | 2011-06-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Paula Matthews | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21132011 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BOSTONATHENAEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1807 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE BOSTON ATHENAEUM IS AN INDEPENDENT LIBRARY SERVING A BROAD COMMUNITY (CONT. ON SCHEDULE O) (CONT. FROM PAGE 1) AS A CENTER FOR RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 92 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2419550 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2448628 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1590208 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1390561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1421661 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1262608 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 89987 | OtherRevenuePriorYear |
| Other Revenue Current Year | 960216 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5521406 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6062013 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 171567 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 57510 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4148554 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3172350 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 616485 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3850593 | OtherExpensePriorYear |
| Other Expenses Current Year | 3427521 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8170714 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6657381 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2649308 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -595368 | RevenuesLessExpensesCY |
| Total Assets BOY | 99123983 | TotalAssetsBOY |
| Total Assets EOY | 102963504 | TotalAssetsEOY |
| Total Liabilities BOY | 1025708 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 905189 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 98098275 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 102058315 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE BOSTON ATHENAEUM IS TO SERVICE 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 (CONTINUED ON SCHEDULE O) (CONT. FROM PAGE 2) PRESERVING AND ENHANCING THE UNIQUE ATMOSPHERE OF ITS LANDMARK BUILDING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2838970 | Expense |
| Grants | 9750 | Grants |
| Revenue | 1094326 | Revenue |
| Description | Library - The Library is the largest programmatic activity of the Boston Athenaeum, serving approximately 5,000 members, their families, the scholarly community, and other members of the public. It is composed of three principal departments: Reader Services, Technical Services, and Conservation.Reader Services at the Boston Athenaeum comprises the public departments that offer library services. The head of reader services and the archivist work in the Reference Department; they answer hundreds of members' and researchers' questions and help in the use of circulating materials, special collections, electronic resources, and online research. Thousands of rare materials are (cont. on schedule o) (cont. from page 2) pulled for the 200-300 researchers who use the special collections room every year. The archivist works closely with the systems administrator in developing and maintaining the web site. The head of circulation and the reader services assistant manage activity at the Circulation Desk, where roughly 17,000 items circulate a year. Ten discussion groups and over 150 tours per year are also arranged by Reader Services. Two interns assist at circulation and reference. The children's librarian helps younger members use the collection and offers programs specifically for them.The Technical Services Department encompasses the functions of Acquisitions, Cataloging, Serials and Systems. These units include the head of technical services, two rare materials catalog librarians, the acquisitions librarian, the serials librarian, two cataloging assistants, and two interns who are responsible for selecting, acquiring, receiving, invoicing, cataloging, and processing approximately 2,500 additions to the Library per year. The systems administrator maintains all computers, networks, and Internet access for both staff and general use and serves a leading role in the development and maintenance of the Athenaeum's web site. The Conservation Department's chief conservator and assistant conservator are dedicated to the care and repair of Athenaeum holdings with inherent historic, artistic or literary value. Athenaeum conservators perform conservation treatments on rare books, maps, manuscripts, prints, architectural drawings, broadsides, and pamphlets. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1211431 | Expense |
| Revenue | 824100 | Revenue |
| Description | Art Department - The Art Department is responsible for (1) the maintenance, interpretation, and enhancement of the Athenaeum's collections of paintings, sculptures, and works on paper, and (2) the institution's exhibition program. Members of the art department, who are trained art historians, 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 museums around the country) an active loan program. Each year, on site, members of the art department also assist hundreds Athenaeum members and visiting scholars in researching artists and periods represented in the Athenaeum's collections. (cont. on schedule o) (cont. from page 2) The department also organizes three exhibitions per year for the institution; these exhibitions cover a range of historical and contemporary subjects, mostly those about or related to the history of the fine arts in the United States. These exhibitions are accompanied by gallery talks, lectures, and symposia, all of which are open to the public. Approximately 200-300 visitors per week view the Athenaeum's exhibitions. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 544079 | Expense |
| Grants | 47760 | Grants |
| Revenue | 45746 | Revenue |
| Description | Lectures & Concerts - The Lectures and Concerts program includes approximately 80 events each year such as author talks, lectures, concerts, children's events, exhibition receptions, and movies. Some events are held in collaboration with other institutions, such as Suffolk University, the Asian Community Development Corporation, the Royal Oak Foundation, and the Boston Globe. 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. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 509216 | 273236 | Writing Initiative - |
| 38853 | Publications - |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 548069 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 273236 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5142549 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 92 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | hugh h mccall | NamePerson |
| Telephone Number | 6177207642 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 beacon st | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Deborah Hill Bornheimer | ||||||||
| President | 2.00 | X | X | 0 | 0 | 0 | ||
| Charles A Coolidge III | ||||||||
| Vice President | 2.00 | X | X | 0 | 0 | 0 | ||
| Gilbert M Roddy Jr | ||||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| Alexander Altschuller | ||||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | ||
| Mitchell Adams | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Alice M DeLana | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Isaiah Jackson | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Edward B Baldini | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| J Bryan Hehir | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Elizabeth H Owens | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Earl M Collier Jr | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| James F Hunnewell Jr | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Carolyn M Osteen | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| g marshall moriarty | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| clarissa c hunnewell | ||||||||
| trustee | 2.00 | X | 0 | 0 | 0 | |||
| Paula Matthews | ||||||||
| Director | 55.00 | X | 184170 | 0 | 9226 | |||
| Hugh h McCall | ||||||||
| Director of Finance | 35.00 | X | 118801 | 0 | 11724 | |||
| Richard Wendorf | ||||||||
| Director through 3/31/09 | 35.00 | X | 235585 | 0 | 0 | |||
| Janice Thompson | ||||||||
| Dir. of Institutional Advancement | 35.00 | 154672 | 0 | 4680 | X | |||
| John Lannon | ||||||||
| Associate Director | 35.00 | 108173 | 0 | 7300 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 801401 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 32930 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Summer St | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Investment consultant | DescriptionOfServices |
| Compensation | 115665 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 31965 | RelatedOrganizations |
| All Other Contributions | 2416663 | AllOtherContributions |
| Total Contributions | 2448628 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| fees for library use | 713990 | 1010821 | 1010821 |
| writing program | 713990 | 273236 | 273236 |
| events & lectures | 713990 | 45746 | 45746 |
| exhibition particip. | 713990 | 30000 | 30000 |
| photographic services | 713990 | 18240 | 18240 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12518 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12518 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1390561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 973703 | TotalRevenueColumn |
| Exclusion | $973,703 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5429 | TotalRevenueColumn |
| Exclusion | $5,429 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 122209 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19256 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 102953 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102953 | TotalRevenueColumn |
| Exclusion | $102,953 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15333182 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15044277 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 288905 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 288905 | TotalRevenueColumn |
| Exclusion | $288,905 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 11452 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6465 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4987 | TotalRevenueColumn |
| Exclusion | $4,987 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| collections deaccesion | 900099 | 840112 | 840112 |
| other revenue | 900099 | 6735 | 6735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 846847 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6062013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2237408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,375,977 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33080 | Total |
| Program Services | 33080 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24430 | Total |
| Program Services | 24430 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464888 | Total |
| Program Services | 91423 | ProgramServices |
| Management And General | 327754 | ManagementAndGeneral |
| Fundraising | 45711 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2117396 | Total |
| Program Services | 1740132 | ProgramServices |
| Management And General | 49315 | ManagementAndGeneral |
| Fundraising | 327949 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61849 | Total |
| Program Services | 49710 | ProgramServices |
| Management And General | 6013 | ManagementAndGeneral |
| Fundraising | 6126 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309439 | Total |
| Program Services | 216516 | ProgramServices |
| Management And General | 59948 | ManagementAndGeneral |
| Fundraising | 32975 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218778 | Total |
| Program Services | 155847 | ProgramServices |
| Management And General | 45562 | ManagementAndGeneral |
| Fundraising | 17369 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32228 | Total |
| Management And General | 31798 | ManagementAndGeneral |
| Fundraising | 430 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29890 | Total |
| Management And General | 29890 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220284 | Total |
| Management And General | 220284 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354179 | Total |
| Program Services | 337631 | ProgramServices |
| Management And General | 2237 | ManagementAndGeneral |
| Fundraising | 14311 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57847 | Total |
| Program Services | 20691 | ProgramServices |
| Management And General | 15708 | ManagementAndGeneral |
| Fundraising | 21448 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50481 | Total |
| Program Services | 22283 | ProgramServices |
| Management And General | 24561 | ManagementAndGeneral |
| Fundraising | 3637 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730238 | Total |
| Program Services | 700650 | ProgramServices |
| Management And General | 19278 | ManagementAndGeneral |
| Fundraising | 10310 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11834 | Total |
| Program Services | 8534 | ProgramServices |
| Management And General | 1706 | ManagementAndGeneral |
| Fundraising | 1594 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954802 | Total |
| Program Services | 932188 | ProgramServices |
| Management And General | 14699 | ManagementAndGeneral |
| Fundraising | 7915 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70382 | Total |
| Program Services | 58724 | ProgramServices |
| Management And General | 11658 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| collections aquisitions | 508245 | 508245 | ||
| reception/Entertainment | 136048 | 46277 | 16308 | 73463 |
| printing & publications | 130175 | 105005 | 7204 | 17966 |
| equipment rental/maint. | 66566 | 52170 | 7393 | 7003 |
| postage & shipping | 47325 | 19813 | 1927 | 25585 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26997 | Total |
| Program Services | 19200 | ProgramServices |
| Management And General | 5104 | ManagementAndGeneral |
| Fundraising | 2693 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6657381 | Total |
| Program Services | 5142549 | ProgramServices |
| Management And General | 898347 | ManagementAndGeneral |
| Fundraising | 616485 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584325 | BOY |
| EOY | 405035 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4463847 | BOY |
| EOY | 3415932 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 851451 | BOY |
| EOY | 576874 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98430 | BOY |
| EOY | 872803 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91410 | BOY |
| EOY | 56440 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34512101 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8050005 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27309208 | BOY |
| EOY | 26462096 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54133311 | BOY |
| EOY | 49086197 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10910102 | BOY |
| EOY | 21410049 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681899 | BOY |
| EOY | 678078 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99123983 | BOY |
| EOY | 102963504 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488897 | BOY |
| EOY | 375313 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536811 | BOY |
| EOY | 529876 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1025708 | BOY |
| EOY | 905189 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64409112 | BOY |
| EOY | 67824845 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6902710 | BOY |
| EOY | 7309860 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26786453 | BOY |
| EOY | 26923610 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98098275 | BOY |
| EOY | 102058315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99123983 | BOY |
| EOY | 102963504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2466500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2506159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4224930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2419550 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2448628 | CurrentTaxYear |
| Total | 14065767 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2466500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2506159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4224930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2419550 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2448628 | CurrentTaxYear |
| Total | 14065767 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3582091 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10483676 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2246719 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2245968 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1671383 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1523037 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1101341 | CurrentTaxYear |
| Total | 8788448 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15366 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5614 | CurrentTaxYearMinus1Year |
| Current Tax Year | 846847 | CurrentTaxYear |
| Total | 884671 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23738886 | TotalSupport |
| Gross Receipts From Admissions Etc | 6370215 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.44160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69180967 | BeginningOfYearBalance |
| Contributions | 941800 | Contributions |
| Investment Earnings Or Losses | 5602364 | InvestmentEarningsOrLosses |
| Other Expenditures | 2919693 | OtherExpenditures |
| End Of Year Balance | 72805438 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72670111 | BeginningOfYearBalance |
| Contributions | 1023310 | Contributions |
| Investment Earnings Or Losses | -757143 | InvestmentEarningsOrLosses |
| Other Expenditures | 3755311 | OtherExpenditures |
| End Of Year Balance | 69180967 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.54000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 199303 | OtherCostOrOtherBasis |
| Book Value | 199303 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33223140 | OtherCostOrOtherBasis |
| Depreciation | 7213649 | Depreciation |
| Book Value | 26009491 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 910525 | OtherCostOrOtherBasis |
| Depreciation | 657223 | Depreciation |
| Book Value | 253302 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179133 | OtherCostOrOtherBasis |
| Depreciation | 179133 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26462096 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| partnerships - hedge fund of funds | 10949811 | F |
| partnerships - equity funds | 10460238 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21410049 | TotalOfBookValueSecurities |
| Total Revenue | 6062013 | TotalRevenue |
| Total Expenses | 6657381 | TotalExpenses |
| Excess Or Deficit For Year | -595368 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4576013 | NetUnrealizedGLOnInvestments |
| Other | -$20,605 | OtherAmount |
| Total Adjustments | 4555408 | TotalAdjustments |
| Excess Or Deficit Per FS | 3960040 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10417742 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4576013 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4576013 | RevenueNotRptdF990 |
| Revenue Subtotal | 5841729 | RevenueSubtotal |
| Investment Expenses Not Included | 220284 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 220284 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6062013 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6437097 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6437097 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 220284 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 220284 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6657381 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Proceeds from deaccessions or insurance recoveries are reflected in 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 490 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. | Description of Intended Use of Endowment Funds: |
| Part X: | 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 as a tax position; however, the Athenaeum has determined that such tax position does 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. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | repurchase of boston athenaeum proprietor shares, net: -16500. change in net assets of the library society: -4105. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | investments | TypeOfActivitiesConducted |
| Total Expenditures | 0 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Massachusetts Boston | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 morrissey blvd | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 021253393 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 043167352 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 33080 | AmountOfCashGrant |
| Purpose Of Grant | Writing Initiative Grant | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Grantees for special projects including: Teachers as Writers, University of Massachusetts Summer Institute, University of Massachusetts Writing Centers, and research fellowships. | TypeOfGrant |
| Number Of Recipients | 26 | NumberOfRecipients |
| Amount Of Cash Grant | 24430 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: For grants made by the Calderwood Writing Initiative, there are ongoing reporting requirements and regular monitoring and assessments required. For short-term research fellowships, the researchers work closely with the reference librarians and at the end of their term provide a talk to the Athenaeum community on their research here at the Athenaeum. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paula Matthews | |||||||||||||
| 152870 | 0 | 30000 | 0 | 1300 | 0 | 5100 | 0 | 4126 | 0 | 193396 | 0 | 0 | 0 |
| Richard Wendorf | |||||||||||||
| 97819 | 0 | 0 | 0 | 137766 | 0 | 0 | 0 | 0 | 0 | 235585 | 0 | 0 | 0 |
| Janice Thompson | |||||||||||||
| 154200 | 0 | 0 | 0 | 472 | 0 | 4680 | 0 | 0 | 0 | 159352 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 4a: | Richard Wendorf received a severance payment of $155,998 following the termination of employment. |
| Part I, Line 7 | Paula matthews received a Board-approved discretionary bonus following service as Acting Director and upon appointment as permanent Director. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cambridge associates | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | entity of which c. hunnewell, member of the board, is a managing dir. of. | Relationship |
| Amount Of Transaction | 115665 | AmountOfTransaction |
| Description Of Transaction | See sch. O | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 | During the year ended September 30, 2009, the Trustees engaged an independent executive compensation consulting firm to review the executive director's and other top management's total compensation and benefits packages. Their study included both local and national benchmarking of comparable positions at institutions similar in both program and size. The Trustees reviewed the report of the consultants in setting compensation for the year. |
| 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 2c: | The athenaeum has a committee that assumes responsibility for oversight of the audit of its financial statements. the committee also assumes responsibility of the selection of an independent accountant. |
| Schedule L, Part IV, Column (D): Payment for services for investment consultant. | |
| Schedule R, Part IV, Column (A): actual trust names have been omitted to protect the privacy of the contributors. such information is available to the irs upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the boston library society | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 beacon street | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041105450 | EIN |
| Primary Activities | library that allocates funds to the boston athenaeum | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11, Type 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | charitable remainder trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 1/2 beacon st | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046607942 | EIN |
| Primary Activity | charitable remainder trust | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Share Of EOY Assets | 585110 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the boston library society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |
| Amount Involved | 31965 | AmountInvolved |