2025-10-24T12:52:23-05:00 2024-12-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2024-01-01 041920190 UNION CLUB OF BOSTON INC UNIO 6172270589 8 PARK STREET BOSTON MA 02108 JACEK K GROTNIK TREASURER 6172270589 2025-10-15 1 0 AMANDA WOLFE P01289269 6174220007 2025-10-15 2024 2025-03-06 01:10:19Z JACEK K GROTNIK 8 PARK STREET BOSTON MA 02108 3323137 0 X UNIONCLUB.ORG X 1905 MA SEE STATEMENT AT PART III 4A. 17 17 53 75 430247 60854 22555 500 1897256 2034991 20655 67233 -39920 -248162 1900546 1854562 0 0 0 0 811239 1016189 0 0 0 1048783 1064002 1860022 2080191 40524 -225629 3903293 3622354 2650409 2548986 1252884 1073368 X THE UNION CLUB OF BOSTON WAS FOUNDED IN THE YEAR 1863 FOR THE "ENCOURAGEMENT AND DISSEMINATION OF PATRIOTIC SENTIMENT AND OPINION, AND THE CONDITION OF MEMBERSHIP WAS "UNQUALIFIED LOYALTY TO THE CONSTITUTION AND THE UNION OF THE UNITED STATES, AND UNWAVERING SUPPORT OF THE FEDERAL GOVERNMENT IN EFFORTS FOR THE SUPPRESSION OF THE REBELLION." ITS ORGANIZATION WAS CONTINUED TO PROMOTE SOCIAL INTERCOURSE AND TO AFFORD THE CONVENIENCES OF A CLUB HOUSE. 0 0 THE CLUB IS A TRADITIONAL CITY CLUB WHICH PROVIDES THE SALE OF FOOD AND BEVERAGES TO MEMBERS AND THEIR GUESTS VIA PROGRAMS AND EVENTS, A DINING ROOM AND LOUNGE AREA, AND THE SALE OF OVERNIGHT ROOMS TO MEMBERS AND THEIR GUESTS, AND THE CONVENIENCES OF A CLUB HOUSE FOR SOCIAL ENJOYMENT. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 53 1 1 1 0 0 0 1 1 206702 647189 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE UNION CLUB OF BOSTON 6172270589 8 PARK ST BOSTON MA 02108 MARYLEE HALPIN PRESIDENT EFFECTIVE 3/24 1.00 X X 0 0 0 JENNIFER ANN NASSOUR PRESIDENT UNTIL 3/24 1.00 X X 0 0 0 EDWARD C FLECK VICE PRESIDENT 1.00 X X 0 0 0 DOUGLAS HART VICE PRESIDENT EFFECTIVE 3/24 1.00 X X 0 0 0 JACEK K GROTNIK TREASURER 1.00 X X 0 0 0 BORISLAV KUSTURIC SECRETARY 1.00 X X 0 0 0 DAVID ABBOTT DIRECTOR 0.30 X 0 0 0 ERNST BERNDT DIRECTOR UNTIL 3/24 0.30 X 0 0 0 MARILYN CAPEK DIRECTOR 0.30 X 0 0 0 CLAUDIA EVANS DIRECTOR UNTIL 3/24 0.30 X 0 0 0 CAROLE GUNST DIRECTOR EFFECTIVE 3/24 0.30 X 0 0 0 GEORGE HOGUET DIRECTOR 0.30 X 0 0 0 SHAMUS HYLAND DIRECTOR EFFECTIVE 3/24 0.30 X 0 0 0 WARREN A JOHNSON DIRECTOR UNTIL 3/24 0.30 X 0 0 0 CONSTANCE KANE DIRECTOR EFFECTIVE 3/24 0.30 X 0 0 0 ROBERT KRATZER EVERETT DIRECTOR 0.30 X 0 0 0 COLIN LONGVAL DIRECTOR UNTIL 3/24 0.30 X 0 0 0 ALEXANDRA MCPEEK DIRECTOR 0.30 X 0 0 0 DANIEL MOULTON DIRECTOR EFFECTIVE 3/24 0.30 X 0 0 0 ANTHONY POLITO DIRECTOR 0.30 X 0 0 0 GEORGE PREBLE DIRECTOR 0.30 X 0 0 0 BRADLEY RICHARDSON DIRECTOR 0.30 X 0 0 0 MEREDITH WAITES GENERAL MANAGER 55.00 X 237145 0 5257 LUC ROBERT EXECUTIVE CHEF 55.00 X 139432 0 2092 MATTHEW LAVELLE CONTROLLER 40.00 X 129017 0 1935 RYAN OSHIMA ASSISTANT MANAGER 55.00 X 120696 0 5745 STEPHANIE BERNARD ASSISTANT MANAGER 40.00 X 106575 0 395 732865 0 15424 5 0 1 0 0 500 500 MEMBERSHIP DUES & FEES 713910 1392642 1392642 SLEEPING ROOMS 721110 635050 228105 406945 7299 7299 2034991 67233 67233 1220413 1468575 -248162 -204231 -43931 1854562 1423815 430247 0 242402 635518 11822 51477 74970 7350 27000 43425 57749 39885 282275 17540 2501 263306 56620 REPAIRS AND MAINTENANCE 118529 BANK CHARGES 80330 UBIT TAXES -5236 72728 2080191 807487 383807 204706 11315 375586 404932 96870 128259 26034 47576 6006250 4878523 1284181 1127727 1108429 1518738 3903293 3622354 427802 319328 804512 832580 1347766 1313831 70329 83247 2650409 2548986 X 1072070 849840 180814 223528 1252884 1073368 3903293 3622354 -225629 46113 0 X X 0 1 X 1 0 125000 125000 4155905 3408284 747621 1725345 1470239 255106 1127727 BP PLC SPONS ADR 11321 F COLGATE PAMOLIVE CO 145457 F FIDELITY GOVERNMENT MONEY MARKET FUND 2688 F INTERNATIONAL BUSINESS MACHS CORP 129480 F J.P. MORGAN CHASE BANK MONEY MARKET FUND 53919 F KYNDRYL HOLDINGS INC 4048 F CERTIFICATES OF DEPOSIT 1153853 F US TREASURY BILLS 17972 F 1518738 SPECIAL PURPOSE FUNDS 6647 DEFERRED INCOME TAXES 76600 83247 X 3354470 46113 1468575 1514688 1839782 14780 14780 1854562 3533986 1468575 1468575 2065411 14780 14780 2080191 PART X, LINE 2: THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE CLUB HAS EVALUATED ITS TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. THE CLUB'S POLICY IS TO RECORD INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE AND GENERAL. FOR THE TAX YEARS ENDED DECEMBER 31, 2024 AND 2023, THERE WAS NO INTEREST AND PENALTIES EXPENSE RECORDED. THE CLUB'S TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FROM 990, LINE 10B 1,468,575. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FROM 990, LINE 10B 1,468,575. 0 0 0 MEREDITH WAITES GENERAL MANAGER 202145 0 35000 0 0 0 2422 0 2835 0 242402 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP CONSISTS OF THE FOLLOWING EIGHT CLASSES: RESIDENT; NON-RESIDENT; HONORARY; LIFE; 50-YEAR; SURVIVING SPOUSE; ASSOCIATE - BROWN CLUB OF BOSTON; AND ASSOCIATE - WOMEN'S CITY CLUB OF BOSTON. FORM 990, PART VI, SECTION A, LINE 7A PER UNION CLUB OF BOSTON BY-LAWS, "THE MANAGEMENT OF THE CLUB SHALL BE VESTED IN A PRESIDENT, TWO VICE-PRESIDENTS, A TREASURER, A CLERK WHO SHALL BE CALLED SECRETARY, AND TWELVE DIRECTORS, WHO TOGETHER SHALL CONSTITUTE THE BOARD OF GOVERNORS. AT EVERY ANNUAL MEETING OF THE CLUB, THE PRESIDENT, TWO VICE-PRESIDENTS, THE TREASURER, AND THE SECRETARY SHALL BE ELECTED BY BALLOT FOR THE TERM OF ONE YEAR, AND FOUR DIRECTORS SHALL BE ELECTED BY BALLOT FOR THE TERM OF THREE YEARS." FORM 990, PART VI, SECTION A, LINE 7B PER UNION CLUB OF BOSTON BY-LAWS, "TWENTY-FIVE RESIDENT MEMBERS OF THE CLUB SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ANY BUSINESS EXCEPT THAT SIXTY RESIDENT MEMBERS SHALL CONSTITUTE A QUORUM TO ACT ON THE APPEAL OF A MEMBER WHO HAS BEEN SUSPENDED OR EXPELLED OR UPON A PROPOSAL TO AMEND OR ALTER THE BY-LAWS OR TO CONVEY OR ENCUMBER THE REAL ESTATE OF THE CLUB, AND EXCEPT ALSO THAT ANY MEETING MAY BE ADJOURNED TO A LATER DATE BY A MAJORITY VOTE OF THE MEMBERS PRESENT." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND PRESENTED TO THE BOARD OF GOVERNORS AT THE APPROPRIATE BOARD MEETING. MINUTES ARE MAINTAINED BY THE SECRETARY TO RECORD THIS ACTIVITY. FORM 990, PART VI, SECTION B, LINE 12C ALL RELEVANT PARTIES ARE REQUIRED TO READ AND SIGN THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 AN ANALYSIS COMPARING LOCAL AND NATIONAL COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES IS PERFORMED BY THE EXECUTIVE OFFICERS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE IN THE ACCOUNTING OFFICE UPON REQUEST. THE FINANCIAL STATEMENTS OF THE CLUB ARE NOT PUBLIC INFORMATION. FORM 990, PART XII, LINE 2 THERE WAS NO CHANGE TO THE OVERSIGHT OF THE YEAR-END AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT AUDITOR DURING THE TAX YEAR. THE SEVEN AND EIGHT PARK STREET FOUNDATION INC 121 MOUNT VERNON STREET BOSTON MA 02108 261092076 HISTORIC PRESERVATION PROJECTS MA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0