2024-08-21T10:44:15-04:00 2023-12-31 272001590 J MILLER & ASSOCIATES LLC PO BOX 27308 PHILADELPHIA PA 19118 990 2023-01-01 237179598 INDEPENDENCE HISTORICAL TRUST INDE 2158614971 143 S 3RD STREET PHILADELPHIA PA 19106 THOMAS CARAMANICO EXECUTIVE DIRECTOR 2158614971 2024-08-21 true JOYCE MILLER P00047160 2156001701 2024-08-21 2023 2024-08-08 14:25:15Z THOMAS CARAMANICO 143 S 3RD STREET PHILADELPHIA PA 19106 1938490 false X HTTP://WWW.INHT.ORG X 1972 PA TO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK. 14 14 0 54 0 1577009 1776997 139895 96095 30838 40426 -25497 -30238 1722245 1883280 0 0 159928 255769 63250 75087 219372 1468755 1336631 1691933 1667487 30312 215793 5313562 5767042 59219 36624 5254343 5730418 X TO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK AND PROMOTES ITS HISTORICAL,SCIENTIFIC, EDUCATIONAL AND INTERPRETIVE ACTIVITIES. false false 891783 96095 IN 2023, THE ORGANIZATION CLOSED OUT OUR 50TH ANNIVERSARY YEAR AND SUPPORTED INDEPENDENCE NATIONAL HISTORICAL PARK IN CELEBRATING THEIR 75TH ANNIVERSARY. DURING THAT YEAR, THE TRUST ACCOMPLISHED THE FOLLOWING PROGRAMMATIC ACTIVITIES: 1.) FUNDRAISING: COMPLETED A MULTI-YEAR DESIGN PHASE FOR EXHIBITS AT THE FIRST BANK OF THE UNITED STATES THAT WILL INTERPRET THE FIVE PILLARS OF THE EARLY ECONOMY OF OUR NATION FROM THE POINT OF VIEW OF THE CITIZENS. THE EXHIBITS ARE NOW READY TO GO TO FABRICATION ONCE FUNDS HAVE BEEN RAISED. THIS YEAR, THE TRUST BROKE GROUND ON TWO CONSTRUCTION PROJECTS, THE REHABILITATION OF THE FIRST BANK OF THE UNITED STATES AND THE BICENTENNIAL BELL AT THE BENJAMIN RUSH GARDEN. IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, THE PROJECTS WILL BE COMPLETED IN TIME FOR THE 250TH ANNIVERSARY OF OUR NATION IN 2026. 2.) COMMUNITY OUTREACH: WITH A GOAL TO INCREASE AWARENESS OF THE ORGANIZATION, THE PROGRAMS REACHED OVER 2,000 PEOPLE IN THE COMMUNITY AND WERE OFFERED TO ALL AGE GROUPS AND EVEN SOME DOGS. OVER THE SUMMER OF 2023, THE TRUST, ALONG WITH INDEPENDENCE NATIONAL HISTORICAL PARK WELCOMED 40 DOGS INTO THE COUNTRY-WIDE BARK RANGER PROGRAM WHICH HELPS DOG OWNERS, AND THEIR PETS CONNECT TO THEIR NATIONAL PARK. 3.) EDUCATION: SUPPORTING THE NATIONAL PARK SERVICE'S MISSION TO EDUCATE, THE TRUST SUPPORTED MULTIPLE IN-PERSON AND VIRTUAL PROGRAMS FOR STUDENTS IN 2023. 60 SCHOOLS WITH OVER 4,000 STUDENTS ATTENDED THE EDUCATION PROGRAMS INCLUDE A DAY CALLED HISTORYFEST WHICH BROUGHT TOGETHER MULTIPLE PARTNERS IN THE SOCIAL STUDIES FIELD AND LOCAL STUDENTS FOR A DAY OF LEARNING AND FUN IN THE NATIONAL PARK. 4.) TWILIGHT TOURS: THE TRUST OFFERED FREE, EVENING WALKING TOURS ON THE HISTORY OF THE NATIONAL PARK. OVER 1,500 ATTENDANTS FROM 43 DIFFERENT STATES AND 33 FOREIGN COUNTRIES ATTENDED THE PROGRAM. LOBBYING EXPENDITURES 891783 true true false true false false false false false true false false true false false true true false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false true X 26 0 0 false false false false false true true false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true false false false false PA X THOMAS CARAMANICO 2158614971 143 S 3RD STREET PHILADELPHIA PA 19106 X THOMAS CARAMANICO EXECUTIVE DI 20.00 X X 0 0 0 WILLIAM MARRAZZO CHAIRMAN 10.00 X X 0 0 0 LEE JAMES WOOLLEY VICE CHAIR 5.00 X X 0 0 0 KAREN KAUFMAN TREASURER 5.00 X X 0 0 0 THOMAS G SPENCER SECRETARY 5.00 X X 0 0 0 FLORA L BECKER BOARD MEMBER 5.00 X 0 0 0 EDWARD D'ALBA BOARD MEMBER 5.00 X 0 0 0 THOMAS G MORR BOARD MEMBER 5.00 X 0 0 0 JON C SIRLIN BOARD MEMBER 5.00 X 0 0 0 ALAN MANDELOFF BOARD MEMBER 5.00 X 0 0 0 ADRIAN MANTINI BOARD MEMBER 5.00 X 0 0 0 OLIVER ST CLAIR FRANKLIN BOARD MEMBER 5.00 X 0 0 0 ROSALIND REMER BOARD MEMBER 5.00 X 0 0 0 BERNARD T SHIELDS BOARD MEMBER 5.00 X 0 0 0 false false false LOCAL PROJECTS 123 WILLIAM STREET SUITE 801 NEW YORK NY 10038 FIRST BANK SERV 332469 1 225585 600000 951412 1776997 DEVELOPMENT FEE INCOME 900099 96095 96095 96095 40426 40426 24972 225585 55210 -30238 -30238 1883280 96095 10188 255769 70147 133993 51629 8273 3311 4962 12400 4962 7438 67500 32111 25699 9690 75087 75087 93395 93395 944 944 15801 1678 7809 6314 407 407 11209 3074 5872 2263 8567 8567 OUTSIDE CONTRACT SERVICES 553807 166137 317347 70323 PROGRAM EXPENSE 527139 510537 16602 BAD DEBT EXPENSE 21000 21000 PRINTING 6322 1030 1270 4022 9867 4457 5366 44 1667487 891783 556332 219372 2746640 3266543 602822 222167 1964100 2278332 5313562 5767042 59219 36624 59219 36624 X 646173 915411 4608170 4815007 5254343 5730418 5313562 5767042 215793 260282 X X false true X true false X 2068444 164578 1806837 1577009 1776997 7393865 2068444 164578 1806837 1577009 1776997 7393865 881727 6512138 4341 9188 13529 7407394 235990 0.87910 0.85850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 67500 false false 67500 false 2193044 300586 2111 2491519 2631209 -394461 43704 2193044 2398807 251649 19247 2631209 2153831 244976 2398807 1974595 179236 2153831 false false MARKETABLE SECURITIES 2278332 F 2278332 X 2227733 260282 84171 344453 1883280 1883280 1751658 84171 84171 1667487 1667487 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, IF THE ORGANIZATION HAD INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE IT WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X X X true BRYAN AND JORDAN CONSULTING LLC PO BOX 29862 RICHMOND VA 23242 PROJECT false 75087 75087 75087 75087 PA LEGACY GALA AWA 237317 219317 18000 50937 ALL-IVY EVENT 9683 6033 3650 4273 247000 225350 21650 55210 55210 -33560 FORM 990 SCHEDULE C PART 1-B WE ARE A 501C(3)NON-PROFIT ORGANIZATION AND THE NUMBERS WE WOULD FILE IN THIS SECTION ARE 0. FORM 990, PAGE 2, PART III, LINE 4A IN 2023, THE ORGANIZATION CLOSED OUT OUR 50TH ANNIVERSARY YEAR AND SUPPORTED INDEPENDENCE NATIONAL HISTORICAL PARK IN CELEBRATING THEIR 75TH ANNIVERSARY. DURING THAT YEAR, THE TRUST ACCOMPLISHED THE FOLLOWING PROGRAMMATIC ACTIVITIES: 1.) FUNDRAISING: COMPLETED A MULTI-YEAR DESIGN PHASE FOR EXHIBITS AT THE FIRST BANK OF THE UNITED STATES THAT WILL INTERPRET THE FIVE PILLARS OF THE EARLY ECONOMY OF OUR NATION FROM THE POINT OF VIEW OF THE CITIZENS. THE EXHIBITS ARE NOW READY TO GO TO FABRICATION ONCE FUNDS HAVE BEEN RAISED. THIS YEAR, THE TRUST BROKE GROUND ON TWO CONSTRUCTION PROJECTS, THE REHABILITATION OF THE FIRST BANK OF THE UNITED STATES AND THE BICENTENNIAL BELL AT THE BENJAMIN RUSH GARDEN. IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, THE PROJECTS WILL BE COMPLETED IN TIME FOR THE 250TH ANNIVERSARY OF OUR NATION IN 2026. 2.) COMMUNITY OUTREACH: WITH A GOAL TO INCREASE AWARENESS OF THE ORGANIZATION, THE PROGRAMS REACHED OVER 2,000 PEOPLE IN THE COMMUNITY AND WERE OFFERED TO ALL AGE GROUPS AND EVEN SOME DOGS. OVER THE SUMMER OF 2023, THE TRUST, ALONG WITH INDEPENDENCE NATIONAL HISTORICAL PARK WELCOMED 40 DOGS INTO THE COUNTRY-WIDE BARK RANGER PROGRAM WHICH HELPS DOG OWNERS, AND THEIR PETS CONNECT TO THEIR NATIONAL PARK. 3.) EDUCATION: SUPPORTING THE NATIONAL PARK SERVICE'S MISSION TO EDUCATE, THE TRUST SUPPORTED MULTIPLE IN-PERSON AND VIRTUAL PROGRAMS FOR STUDENTS IN 2023. 60 SCHOOLS WITH OVER 4,000 STUDENTS ATTENDED THE EDUCATION PROGRAMS INCLUDE A DAY CALLED HISTORYFEST WHICH BROUGHT TOGETHER MULTIPLE PARTNERS IN THE SOCIAL STUDIES FIELD AND LOCAL STUDENTS FOR A DAY OF LEARNING AND FUN IN THE NATIONAL PARK. 4.) TWILIGHT TOURS: THE TRUST OFFERED FREE, EVENING WALKING TOURS ON THE HISTORY OF THE NATIONAL PARK. OVER 1,500 ATTENDANTS FROM 43 DIFFERENT STATES AND 33 FOREIGN COUNTRIES ATTENDED THE PROGRAM. FORM 990, PAGE 2, PART III, LINE 4D LOBBYING EXPENDITURES FORM 990, PART V LINE 2A: THE PAYROLL WAS PAID BY ANOTHER ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING. THE BOARD OFFICERS WILL RECEIVE A COPY VIA EMAIL AND BE ABLE TO ASK QUESTIONS AND REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF THE ORGANIZATION'S TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE AND UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE REVIEW PROCESS HAS NOT CHANGE FROM THE PRIOR YEAR.