2024-12-16T15:29:21-06:00 2024-08-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2023-09-01 041893630 THE TAVERN CLUB TAVE 6173389682 4 BOYLSTON PLACE BOSTON MA 02116 DEBORAH HILL BORNHEIMER TREASURER 6173389682 2024-12-16 1 0 AMANDA WOLFE P01289269 6174220007 2024-12-16 2023 2024-10-15 13:58:12Z GEORGE HEATON 4 BOYLSTON PLACE BOSTON MA 02116 1083838 0 X WWW.TAVERNCLUB.ORG X 1919 MA THE MISSION OF THE TAVERN CLUB IS TO PROVIDE A VENUE FOR MEMBERS TO SHARE SCHOLARLY, ARTISTIC AND LITERARY INTERESTS. ITS ACTIVITIES INCLUDE DAILY LUNCH AND WEEKLY SPEAKER DINNERS; BOOK, ART, HISTORY AND POETRY GROUPS; THEATRE AND MUSICAL PERFORMANCES CREATED AND STAGED BY MEMBERS. 12 12 15 20 114161 115366 192000 112905 482063 528931 99149 123505 -122821 -157530 650391 607811 0 0 0 0 129373 157550 0 0 0 366082 399503 495455 557053 154936 50758 2468388 2636447 52760 55078 2415628 2581369 NONE 0 0 PROVIDE DINING AND FUNCTION FACILITIES FOR APPROXIMATELY 200 MEMBERS AND THEIR GUESTS. 0 1 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 15 1 1 1 0 0 0 1 1 10000 26090 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 X ANNA CARUSO 6173389682 4 BOYLSTON PLACE BOSTON MA 02116 X GEORGE R HEATON JR PRESIDENT 2.00 X X 0 0 0 JAMES DEKAY HOUGHTON VICE PRESIDENT 2.00 X X 0 0 0 DEBORAH HILL BORNHEIMER TREASURER 2.00 2.00 X X 0 0 0 ANNE C CARTER AITKEN KEEPER OF THE ROLLS, UNTIL 5/24 2.00 X X 0 0 0 GEORGE PERKINS KEEPER OF THE ROLLS, EFF. 5/24 2.00 X X 0 0 0 SARAH SPENCE MCGREGOR SECRETARY 2.00 X X 0 0 0 ELEANOR T ANDREWS DIRECTOR 0.10 X 0 0 0 THOMAS BEALE DIRECTOR, EFF. 5/24 0.10 X 0 0 0 GENE D DAHMEN DIRECTOR, UNTIL 5/24 0.10 X 0 0 0 STAFFAN ERICCSON DIRECTOR, EFF. 5/24 0.10 X 0 0 0 JOHN HENDERSON DIRECTOR 0.10 X 0 0 0 DAVID LAWRENCE DIRECTOR, UNTIL 5/24 0.10 X 0 0 0 CAROLYN OSTEEN DIRECTOR, EFF. 5/24 0.10 X 0 0 0 ANTHONY PANGARO DIRECTOR 0.10 X 0 0 0 BELINDA RATHBONE DIRECTOR 0.10 X 0 0 0 GABRIELLE WOLOHOJIAN DIRECTOR, UNTIL 5/24 0.10 X 0 0 0 0 0 0 0 0 0 0 0 112905 112905 MEMBERSHIP DUES 711110 509310 509310 INITIATION FEES 711110 10000 10000 PARKING REVENUE 711110 1080 1080 8541 8541 528931 58683 58683 14400 0 14400 14400 14400 180000 115178 64822 64822 64822 188919 360849 -171930 -148186 -23744 607811 380745 114161 0 134430 3160 8558 11402 29707 16094 7886 21323 124245 72806 45711 UBIT TAX 34346 REPAIRS & MAINTENANCE 29871 LAUNDRY AND LINENS 4505 LICENSES 3552 9457 557053 79793 62502 23729 50756 9596 12892 19674 20550 1844332 882466 856203 961866 1479393 1527881 2468388 2636447 5490 1401 44583 47331 2687 6346 52760 55078 X 1226033 1195837 1189595 1385532 2415628 2581369 2468388 2636447 50758 114983 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1189595 204142 8205 1385532 1089523 10000 90072 1189595 1385742 -208034 88185 1089523 1110247 800 306591 31896 1385742 1103520 32165 106333 131771 1110247 1.00000 0 0 1625469 777569 847900 113843 104897 8946 105020 105020 961866 MUTUAL FUNDS 1242764 F BOND FUNDS 282842 F MONEY MARKET FUND 2275 F 1527881 4627 STATE INCOME TAXES 1719 6346 PART III, LINE 1A: ART OBJECTS AND OTHER VALUABLE ITEMS DONATED TO THE CLUB BY MEMBERS AND OTHERS ARE NOT RECORDED ON THE BOOKS OR INCLUDED IN THESE FINANCIAL STATEMENTS. PART III, LINE 4: THE TAVERN CLUB WAS FOUNDED IN 1884 AS A VENUE FOR CREATIVE DISCOURSE AND ENTERTAINMENT. ITS MEMBERSHIP HAS INCLUDED PROMINENT PUBLIC FIGURES, ARTISTS, AUTHORS, MUSICIANS AND SCHOLARS, INCLUDING OLIVER WENDELL HOLMES, JOHN F. KENNEDY, JOHN SINGER SARGENT, SERGE KOUSSEVITZKY, WILLIAM JAMES AND HENRY JAMES. THE CLUB'S ART COLLECTION INCLUDES IMPORTANT WORK BY MEMBERS OF THE "BOSTON SCHOOL" SUCH AS SARGENT, TARBELL, IVES, DUVENECK AND BENSON, ALMOST ALL OF WHOM WERE TAVERN CLUB MEMBERS. THE CLUB'S ARCHIVES ARE PRESERVED ON SITE AND ON DEPOSIT WITH THE MASSACHUSETTS HISTORICAL SOCIETY. THEY INCLUDE PLAYS WRITTEN AND PRODUCED BY MEMBERS; SPEECHES, CORRESPONDENCE AND ORATIONS FROM PROMINENT MEMBERS AND GUESTS; AND MEMBERSHIP ROSTERS AND PROPERTY RECORDS FROM THE CLUB'S EARLIEST DAYS. THE CLUB WELCOMES VISITORS, SCHOLARS, AND GUESTS ON MULTIPLE OCCASIONS DURING THE YEAR. PART V, LINE 4: THE NET ASSETS WITH DONOR RESTRICTIONS ARE RESTRICTED FOR EXPENDITURE FOR THE SPECIFIED PURPOSES AS FOLLOWS: PERRY FUND: RESTRICTIONS ARE CURRENTLY UNDER REVIEW BY THE BOARD MEMORIAL TRIBUTE FUND: HONOR DECEASED CLUB MEMBERS CONTINGENCIES FUND: EMPLOYEE FINANCIAL ASSISTANCE FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE ELECTED THROUGH A NOMINATING AND ELECTIONS COMMITTEE PROCESS, WITH A MEMBERSHIP CAP OF 245. SEVERAL MEMBERSHIP CATEGORIES EXIST BUT ONLY ACTIVE RESIDENT MEMBERS HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS OF THE CLUB ELECT OFFICERS AND DIRECTORS OF THE GOVERNING BOARD AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE MEMBERS OF THE CLUB ELECT OFFICERS AND DIRECTORS OF THE GOVERNING BOARD. CHANGES TO GOVERNANCE DOCUMENTS REQUIRE MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B A RESPONSIBLE PERSON IS PROVIDED WITH THE FORM 990 TO REVIEW IT FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD AND MEMBER OF A COMMITTEE WITH BOARD-DESIGNATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSONS: (A) HAS RECEIVED A COPY OF SUCH CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY AND (C) HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMMITTEE OF THE GOVERNING BOARD DETERMINES STAFF COMPENSATION BASED ON COMPARABLE DATA AND BEST PRACTICES. FORM 990, PART VI, SECTION C, LINE 19 THE CLUB'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT PUBLIC INFORMATION. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. THE BOYLSTON PLACE FOUNDATION INC 4 BOYLSTON PLACE BOSTON MA 02116 300673296 TO PRESERVE AND PROTECT THE ART WORKS OWNED BY THE TAVERN CLUB MA 501(C)(3) LINE 7 NO 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BOYLSTON PLACE FOUNDATION INC C 112905 ACTUAL AMOUNT RECEIVED