2024-08-13T14:05:11-05:00 2023-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-10-01 041105450 THE BOSTON LIBRARY SOCIETY BOST 6172270270 10 12 BEACON STREET BOSTON MA 02108 F JAVIER CEVALLOS TREASURER 6172270270 2024-08-10 1 1 CRAIG KLEIN P00734640 6177610600 2024-08-10 2022 2024-08-08 14:25:15Z LEAH ROSOVSKY 10 1/2 BEACON STREET BOSTON MA 02108 148990 0 X WWW.BOSTONATHENAEUM.ORG X 1794 MA THE BOSTON LIBRARY SOCIETY ALLOCATES FUNDS TO THE BOSTON ATHENAEUM, A TAX-EXEMPT ORGANIZATION. 10 10 0 12 0 0 0 0 0 0 33339 29627 0 0 33339 29627 51172 54759 0 0 0 0 0 0 0 0 0 51172 54759 -17833 -25132 897842 987552 0 0 897842 987552 X SEE SCHEDULE 0.THE BOSTON LIBRARY SOCIETY ALLOCATES FUNDS TO THE BOSTON ATHENAEUM, A TAX-EXEMPT ORGANIZATION. THE BOSTON ATHENAEUM IS AN INDEPENDENT LIBRARY COMMITTED TO MAINTAINING AND AUGMENTING ITS SIGNIFICANT COLLECTIONS OF HISTORY, LITERATURE AND ART; TO SERVING A BROAD COMMUNITY OF SCHOLARS AS A CENTER FOR RESEARCH; TO SERVING ITS MEMBERSHIP AND THE PUBLIC NOT ONLY THROUGH ITS CIRCULATING AND REFERENCE COLLECTIONS BUT ALSO THROUGH LECTURES, EXHIBITIONS AND PUBLICATIONS; AND TO PRESERVING AND ENHANCING ITS NATIONAL HISTORIC LANDMARK BUILDING. 0 0 54759 54759 THE BOSTON LIBRARY SOCIETY ALLOCATES FUNDS TO THE BOSTON ATHENAEUM, A TAX-EXEMPT ORGANIZATION. THE BOSTON ATHENAEUM IS AN INDEPENDENT LIBRARY COMMITTED TO MAINTAINING AND AUGMENTING ITS SIGNIFICANT COLLECTIONS OF HISTORY, LITERATURE AND ART; TO SERVING A BROAD COMMUNITY OF SCHOLARS AS A CENTER FOR RESEARCH; TO SERVING ITS MEMBERSHIP AND THE PUBLIC NOT ONLY THROUGH ITS CIRCULATING AND REFERENCE COLLECTIONS BUT ALSO THROUGH LECTURES, EXHIBITIONS AND PUBLICATIONS; AND TO PRESERVING AND ENHANCING ITS NATIONAL HISTORIC LANDMARK BUILDING. 54759 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CHRISTOPHER J BOUDROT 6177207642 10 1/2 BEACON STREET BOSTON MA 02108 J MARK ENRIQUEZ TREASURER (UNTIL 3/27/23) 2.00 2.00 X X 0 0 0 ARTHUR B PAGE SECRETARY 2.00 2.00 X X 0 0 0 EARL M COLLIER JR TRUSTEE 2.00 2.00 X 0 0 0 ROGER HAYNES TRUSTEE 2.00 2.00 X 0 0 0 AUSTIN V SHAPARD TRUSTEE 2.00 2.00 X 0 0 0 TERRANCE P MCGUIRE TRUSTEE (UNTIL 3/27/23) 2.00 2.00 X 0 0 0 CREELEA HENDERSON PANGARO TRUSTEE 2.00 2.00 X 0 0 0 AMY RYAN TRUSTEE 2.00 2.00 X 0 0 0 JAVIER CEVALLOS TREASURER 2.00 2.00 X X 0 0 0 MELISSA FETTER TRUSTEE 2.00 2.00 X 0 0 0 SUSAN WEATHERBIE TRUSTEE 2.00 2.00 X 0 0 0 TIMOTHY W DIGGINS TRUSTEE 2.00 2.00 X 0 0 0 LEAH ROSOVSKY DIRECTOR 2.00 35.00 X 0 327847 27742 CHRISTOPHER BOUDROT DIRECTOR OF FINANCE 2.00 35.00 X 0 156550 39367 0 484397 67109 0 0 1 0 0 23075 23075 125915 119363 6552 6552 6552 29627 0 0 29627 54759 54759 54759 54759 0 0 897842 987552 897842 987552 0 0 X 602522 662992 295320 324560 897842 987552 897842 987552 -25132 114842 0 X 0 1 X 1 0 X X 1 PROPRIETORS OF THE BOSTON ATHENAEUM 042104852 7 1 54759 0 1 54759 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 144469 114842 114842 29627 0 29627 54759 0 54759 0 54759 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 TREATMENT OF INCOME AS RELATED OR 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 JURISDICTIONS. THE ATHENAEUM'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 1 PROPRIETORS OF THE BOSTON ATHENAEUM 10 1/2 BEACON STREET BOSTON MA 02110 042104852 501(C)(3) 54759 0 GENERAL GRANT 1 0 PART I, LINE 2: THE BOSTON LIBRARY SOCIETY IS A SUPPORTING ORGANIZATION. IT MAKES GRANTS TO ITS SUPPORTED ORGANIZATION, PROPRIETORS OF THE BOSTON ATHENAEUM. 0 0 0 0 0 0 0 0 0 LEAH ROSOVSKY DIRECTOR 0 323275 0 0 0 4572 0 26270 0 1472 0 355589 0 0 CHRISTOPHER BOUDROT DIRECTOR OF FINANCE 0 155792 0 0 0 758 0 13045 0 26322 0 195917 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, A SPECIAL MEETING OF THE AUDIT & RISK COMMITTEE, WHO IS DELEGATED AUTHORITY TO APPROVE THE RETURN, WAS HELD. THE RETURN WAS PRESENTED BY THE DIRECTOR OF FINANCE, WHO WAS AVAILABLE TO ANSWER QUESTIONS AND TO CERTIFY THE ACCURACY OF INFORMATION PROVIDED ON THE RETURN. THE COMMITTEE VOTED TO APPROVE THE RETURN BASED ON EXAMINATION OF THE RETURN AND CERTIFICATIONS MADE BY THE DIRECTOR OF FINANCE. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD VIA EMAIL, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 SOCIETY'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE INCORPORATED IN THE SOCIETY'S ANNUAL REPORT, WHICH IS AVAILABLE ON THE BOSTON ATHENAEUM'S WEBSITE: HTTP://WWW.BOSTONATHENAEUM.ORG. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. PROPRIETORS OF THE BOSTON ATHENAEUM 10 1/2 BEACON STREET BOSTON MA 02110 042104852 INDEPENDENT LIBRARY SERVING A BROAD COMMUNITY AS A CENTER FOR RESEARCH MA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PROPRIETORS OF THE BOSTON ATHENAEUM B 54759 BOOK VALUE