2025-11-03T10:54:19-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W 4TH ST BETHLEHEM PA 180151604 STEPHEN G DONCHES PRESIDENT 6108681115 2025-10-28 1 0 LACEY M QUATSOE P01300865 4078021200 2025-10-28 2024 2025-03-06 01:10:19Z X 19889226 X 2460000 362232 353632 353632 111678 111678 -1341 574324 1861852 583066 0 3097 0 234 3511331 936698 465544 120000 0 0 120000 366995 113 3560 363296 189261 0 0 186917 27565 0 0 40995 81493 33672 36672 45102 99147 78413 78413 20734 95688 1377 19841 75847 50196 4861 20842 32306 133745 464 16978 115077 659 19539 117100 33380 0 0 34831 69 0 0 69 301085 251 8265 284301 1613701 119810 204110 1321498 0 0 1613701 119810 204110 1321498 1897630 816888 261434 570925 391704 391704 69429 70848 70848 13892820 14558504 14558504 991901 66535 942344 925366 1051833 4069804 442421 1156856 3627383 3665934 44300 150403 150403 16676674 19724208 19889226 59568 35812 1400000 1400000 29907 120428 1489475 1556240 X 2187199 5167968 13000000 13000000 15187199 18167968 16676674 19724208 15187199 1897630 1083139 18167968 0 18167968 PUBLICLY TRADED SECURITIES 226785 228370 -1585 -1585 PUBLICLY TRADED SECURITIES 1528824 1050416 478408 478408 CAPITAL GAINS DIVIDENDS P 106243 106243 106243 583066 -1585 11355 0 11355 0 11355 10580 0 7000 0 17580 X 53 6172 6172 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 1 0 0 0 1 WWW.INDUSTRIALARCHIVES.ORG INDUSTRIAL ARCHIVES & LIBRARY 6108681115 18 W 4TH ST BETHLEHEM PA 18015 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH R SMITH 18 W 4TH ST BETHLEHEM PA 18015 CHAIRMAN/TRUSTEE 1.00 0 0 0 STEPHEN G DONCHES 18 W 4TH ST BETHLEHEM PA 18015 PRESIDENT 40.00 120000 52617 0 MICHAEL M ALBARELL 18 W 4TH ST BETHLEHEM PA 18015 TREASURER/TRUSTEE 1.00 0 0 0 DAVID J MYERS 18 W 4TH ST BETHLEHEM PA 18015 SECRETARY/ASSISTANT TREASURER/TRUSTEE 1.00 0 0 0 MICHAEL KORB 18 W 4TH ST BETHLEHEM PA 18015 TRUSTEE 1.00 0 0 0 PEGGY P COOK 18 W 4TH ST BETHLEHEM PA 18015 TRUSTEE 1.00 0 0 0 CHARLES COOK 18 W 4TH ST BETHLEHEM PA 18015 TRUSTEE 1.00 0 0 0 ROBERT W BILHEIMER 18 W 4TH ST BETHLEHEM PA 18015 GENERAL MANAGER 40.00 82008 28839 0 MELISSA NERINO 18 W 4TH ST BETHLEHEM PA 18015 ARCHIVIST 40.00 73008 17754 0 NICHOLAS P ZMIJEWSKI 18 W 4TH ST BETHLEHEM PA 18015 ARCHIVIST 40.00 76680 12150 0 0 BANK OF AMERICA PO BOX 653067 DALLAS TX 75265 INVESTMENT MANAGEMENT 78413 0 INDUSTRIAL ARCHIVES & LIBRARY ("IAL") IS A NON-PROFIT 501(C)(3) PRIVATE OPERATING FOUNDATION ESTABLISHED JANUARY 1, 2015. IAL COLLECTS, CONSERVES AND PRESERVES HISTORIC RECORDS OF AMERICAN INDUSTRY FOR RESEARCH IN PERSON, AND ONLINE THROUGH ITS WEBSITE DEVELOPED TO FACILITATE ACCESSIBILITY FOR ALL INTERESTED HISTORIANS, SCHOLARS AND THE GENERAL PUBLIC. 1293118 0 14551702 393905 1075704 16021311 0 906448 15114863 226723 14888140 744407 X 1321498 0 43700 1365198 2015-06-10 X 261434 283822 332092 255332 1132680 222219 241249 282278 217032 962778 1365198 1023409 915142 1213586 4517335 0 0 0 0 0 1365198 1023409 915142 1213586 4517335 0 0 496271 463467 487573 546463 1993774 0 0 0 0 X 0 0 14 362232 531110 -5426 16 4085 18 574324 OTHER REVENUE 01 234 IRS REFUND 01 3652 LOSS ON DISPOSAL OF ASSETS 01 -789 -5426 943738 0 938312 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN H CUMINGS PO BOX 399 SPRINGTOWN PA 18081 2460000 X X 1 LAND AND STRUCTURES 2460000 2024-03-25 ACCOUNTING 81493 33672 36672 45102 WEBSITE 2022-11-01 35964 13986 3.000000000000 11987 0 0 25973 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 163844 SL 39.000000000000 18205 0 0 STORAGE RACKS 2015-07-01 2079 1768 SL 10.000000000000 208 0 0 STORAGE RACKS 2015-12-01 3690 2982 SL 10.000000000000 369 0 0 STORAGE RACKS 2016-02-01 3356 2659 SL 10.000000000000 336 0 0 HEPA VACUUMS 2016-02-01 4090 4090 SL 4.000000000000 0 0 0 HP WORKSTATIONS 2016-03-01 3328 3328 SL 4.000000000000 0 0 0 EPSON PRINTER 2016-05-01 3230 3230 SL 4.000000000000 0 0 0 FLAT FILE CABINET 2016-06-01 7206 5467 SL 10.000000000000 721 0 0 STORAGE SYSTEM 2016-09-01 3001 2200 SL 10.000000000000 300 0 0 GUILLOTINE PAPER TRIMMER 2017-01-01 2976 2085 SL 10.000000000000 298 0 0 STORAGE RACKS 2017-06-01 15168 9987 SL 10.000000000000 1517 0 0 SCANPRO 3000 2017-12-01 52004 31634 SL 10.000000000000 5200 0 0 PCS FO SCAN PRO 3000 2017-12-01 6153 6153 SL 4.000000000000 0 0 0 SANTA FE CLASSIC AIR SYSTEM 2017-08-01 3675 2359 SL 10.000000000000 368 0 0 IMPROVED AIR SUPPLY SYSTEM 2017-08-01 4880 3131 SL 10.000000000000 488 0 0 FLAT FILE CABINET 2018-06-01 4781 2669 SL 10.000000000000 478 0 0 FLAT FILE CABINET 2018-06-01 3041 1697 SL 10.000000000000 304 0 0 VIDEO EQUIPMENT - ORAL HISTORIES 2018-08-01 5984 5984 SL 5.000000000000 0 0 0 FREEZER 2018-11-01 3185 1648 SL 10.000000000000 319 0 0 WALL BOOKSHELF 2019-02-01 3161 1527 SL 10.000000000000 316 0 0 WALL BOOKSHELF 2019-03-01 2906 1382 SL 10.000000000000 291 0 0 WALL AND BASE CABINETS 2019-04-01 3797 1773 SL 10.000000000000 380 0 0 WALL AND BASE CABINETS 2019-06-01 3456 1557 SL 10.000000000000 346 0 0 SHELVING 2019-11-01 6562 2679 SL 10.000000000000 656 0 0 FIRE EXTINGUISHERS 2020-01-01 4311 1688 SL 10.000000000000 431 0 0 THINKPADS 2021-12-31 3825 1517 SL 4.000000000000 1251 0 0 LAND - IAL ALLOCATION 2021-07-31 123367 L 0 0 0 1414 OFFICE BUILDING - IAL 2021-07-31 374706 24765 SL 39.000000000000 13786 0 0 DELL OPTIFLEX PC & INSTALLATION 2022-07-01 2176 724 SL 4.000000000000 543 0 0 ZOOM SYSTEM 2022-06-01 6219 1658 SL 5.000000000000 1243 0 0 LENOVO THINKPAD 2022-10-01 2291 667 SL 4.000000000000 572 0 0 4TH STREET 1ST FLOOR A/C 2022-11-01 7475 685 SL 10.000000000000 747 0 0 LAND - 1402 LINDEN 2021-07-31 59094 L 0 0 0 LAND - 1404 LINDEN 2021-07-31 44106 L 0 0 0 LAND - 1406 LINDEN 2021-07-31 59094 L 0 0 0 LAND - 1414 MILLARD (NET OF IAL ALLOCATION) 2021-07-31 123285 L 0 0 0 LAND - PARKING LOT 2021-07-31 14131 L 0 0 0 1414 OFFICE BUILDING - UNRELATED 2021-07-31 374456 21643 SL 39.000000000000 5423 0 5423 1402 LINDEN STRUCTURE 2021-07-31 115404 10138 SL 27.500000000000 4197 0 4197 1404 LINDEN STRUCTURE 2021-07-31 125039 10985 SL 27.500000000000 4547 0 4547 1406 LINDEN STRUCTURE 2021-07-31 72368 6359 SL 27.500000000000 2632 0 2632 PARKING LOT - STRUCTURE 2021-07-31 4924 432 SL 27.500000000000 179 0 179 ROOF TOP A/C - 1414 MILLARD-2ND FLOOR 2023-12-01 34145 285 SL 10.000000000000 3414 0 0 3 DELL OPTIFLEX PCS & INSTALATION 2023-04-01 8881 1665 SL 4.000000000000 2220 0 0 EPSON EXPRESSION 13000XL ARCHIVAL SCANNER 2023-11-01 4663 194 SL 4.000000000000 1166 0 0 LAND - SANTEE MILL ROAD -PARCEL 1 2024-04-01 120000 L 0 0 0 LAND - SANTEE MILL ROAD -PARCEL 2 2024-04-01 410000 L 0 0 0 LAND - SANTEE MILL ROAD -PARCEL 1 - CLOSING COSTS 2024-04-01 3044 L 0 0 0 LAND - SANTEE MILL ROAD -PARCEL 2 - CLOSING COSTS 2024-04-01 10401 L 0 0 0 LAND - SANTEE MILL ROAD LEGAL FEES 2024-06-01 3577 L 0 0 0 LAND - SANTEE MILL ROAD - DUE DILIGENCE 2024-07-01 2749 L 0 0 0 SANTEE MILL ROAD - GATEHOUSE 2024-04-01 283524 SL 25.000000000000 7534 0 0 SANTEE MILL ROAD - MAIN HOUSE 2024-04-01 981446 SL 25.000000000000 26081 0 0 SANTEE MILL ROAD - FARMHOUSE 2024-04-01 220551 SL 25.000000000000 5924 0 0 SANTEE MILL ROAD - APARTMENT 2024-04-01 209873 SL 25.000000000000 5577 0 0 SANTEE MILL ROAD - STABLES 2024-04-01 163897 SL 25.000000000000 4355 0 0 SANTEE MILL ROAD - WORKSHOP/PIGGERY 2024-04-01 23759 SL 10.000000000000 1578 0 0 SANTEE MILL ROAD - BANK BARN 2024-04-01 118751 SL 10.000000000000 7889 0 0 WINDOW REPLACEMENT -1414 MILLARD 2024-04-01 4800 SL 10.000000000000 320 0 0 ROOFTOP - 1414 - RTU4 2024-12-01 37500 SL 10.000000000000 313 0 0 LENOVO THINKPAD E16 (NZ'S REPLACEMENT) 2024-07-01 2490 SL 4.000000000000 259 0 0 USED HP SCANNER 2024-06-01 3710 SL 4.000000000000 464 0 0 EMERGING MARKETS 670081 670081 GLOBAL HIGH YIELD TAXABLE 481831 481831 HEDGE FUND SPECIFIC STRATEGY 1898290 1898290 INTERNATIONAL DEVELOPED 1047350 1047350 INVESTMENT GRADE TAXABLE 1003377 1003377 US LARGE CAP 6597479 6597479 US MID CAP 1953339 1953339 US SMALL CAP 906757 906757 LAND - 1402 LINDEN 59094 0 59094 62664 LAND - 1404 LINDEN 44106 0 44106 46771 LAND - 1406 LINDEN 59094 0 59094 62664 LAND - 1414 MILLARD (NET OF IAL ALLOCATION) 123285 0 123285 130734 LAND - PARKING LOT 14131 0 14131 14985 1414 OFFICE BUILDING - UNRELATED 374456 27066 347390 397081 1402 LINDEN STRUCTURE 115404 14335 101069 122377 1404 LINDEN STRUCTURE 125039 15532 109507 132594 1406 LINDEN STRUCTURE 72368 8991 63377 76741 PARKING LOT - STRUCTURE 4924 611 4313 5222 BUILDING - 18 W. FOURTH STREET 710000 182049 527951 527951 STORAGE RACKS 2079 1976 103 103 STORAGE RACKS 3690 3351 339 339 STORAGE RACKS 3356 2995 361 361 HEPA VACUUMS 4090 4090 0 0 HP WORKSTATIONS 3328 3328 0 0 EPSON PRINTER 3230 3230 0 0 FLAT FILE CABINET 7206 6188 1018 1018 STORAGE SYSTEM 3001 2500 501 501 GUILLOTINE PAPER TRIMMER 2976 2383 593 593 STORAGE RACKS 15168 11504 3664 3664 SCANPRO 3000 52004 36834 15170 15170 PCS FO SCAN PRO 3000 6153 6153 0 0 SANTA FE CLASSIC AIR SYSTEM 3675 2727 948 948 IMPROVED AIR SUPPLY SYSTEM 4880 3619 1261 1261 FLAT FILE CABINET 4781 3147 1634 1634 FLAT FILE CABINET 3041 2001 1040 1040 VIDEO EQUIPMENT - ORAL HISTORIES 5984 5984 0 0 FREEZER 3185 1967 1218 1218 WALL BOOKSHELF 3161 1843 1318 1318 WALL BOOKSHELF 2906 1673 1233 1233 WALL AND BASE CABINETS 3797 2153 1644 1644 WALL AND BASE CABINETS 3456 1903 1553 1553 SHELVING 6562 3335 3227 3227 FIRE EXTINGUISHERS 4311 2119 2192 2192 THINKPADS 3825 2768 1057 1057 LAND - IAL ALLOCATION 123367 0 123367 123367 1414 OFFICE BUILDING - IAL 374706 38551 336155 374706 DELL OPTIFLEX PC & INSTALLATION 2176 1267 909 909 ZOOM SYSTEM 6219 2901 3318 3318 LENOVO THINKPAD 2291 1239 1052 1052 4TH STREET 1ST FLOOR A/C 7475 1432 6043 6043 WEBSITE 35964 25973 9991 9991 ROOF TOP A/C - 1414 MILLARD-2ND FLOOR 34145 3699 30446 30446 3 DELL OPTIFLEX PCS & INSTALATION 8881 3885 4996 4996 EPSON EXPRESSION 13000XL ARCHIVAL SCANNER 4663 1360 3303 3303 LAND - SANTEE MILL ROAD -PARCEL 1 120000 0 120000 120000 LAND - SANTEE MILL ROAD -PARCEL 2 410000 0 410000 410000 LAND - SANTEE MILL ROAD -PARCEL 1 - CLOSING COSTS 3044 0 3044 3044 LAND - SANTEE MILL ROAD -PARCEL 2 - CLOSING COSTS 10401 0 10401 10401 LAND - SANTEE MILL ROAD LEGAL FEES 3577 0 3577 3577 LAND - SANTEE MILL ROAD - DUE DILIGENCE 2749 0 2749 2749 SANTEE MILL ROAD - GATEHOUSE 283524 7534 275990 275990 SANTEE MILL ROAD - MAIN HOUSE 981446 26081 955365 955365 SANTEE MILL ROAD - FARMHOUSE 220551 5924 214627 214627 SANTEE MILL ROAD - APARTMENT 209873 5577 204296 204296 SANTEE MILL ROAD - STABLES 163897 4355 159542 159542 SANTEE MILL ROAD - WORKSHOP/PIGGERY 23759 1578 22181 22181 SANTEE MILL ROAD - BANK BARN 118751 7889 110862 110862 WINDOW REPLACEMENT -1414 MILLARD 4800 320 4480 4480 ROOFTOP - 1414 - RTU4 37500 313 37187 37187 LENOVO THINKPAD E16 (NZ'S REPLACEMENT) 2490 259 2231 2231 USED HP SCANNER 3710 464 3246 3246 LEGAL 27565 0 0 40995 INTEREST/DIVIDENDS RECEIVABLE 16919 23871 23871 RIGHT OF USE ASSETS 27381 126532 126532 INSURANCE 41176 228 0 40661 EQUIPMENT RENTAL 98436 0 0 96941 TRANSCRIPTION SERVICES 76 0 0 76 POSTAGE 527 0 0 527 BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS 950 0 0 950 MEMBERSHIPS/LICENSE FEES 1649 7 0 1649 ARCHIVAL MATERIALS CONSERVATION 1764 0 0 1764 WEBSITE 3414 0 0 3414 TEMPORARY ARCHIVE STORAGE 5373 0 0 5373 SOFTWARE 6256 0 0 6256 TELEPHONE & TELECOMMUNICATION 13473 0 0 15693 OFFICE EXPENSE 17876 16 0 17876 SUPPLIES 25932 0 0 28630 ONLINE LIBRARY ACCESS (OCLC) 26946 0 0 27506 DIGITAL ASSET MANAGEMENT 36768 0 0 36768 OFFICE EQUIPMENT - NON-CAPITAL 217 0 0 217 INSURANCE 7572 0 7572 0 LICENSE FEES 250 0 250 0 OFFICE EXPENSE 443 0 443 0 AMORTIZATION 11987 0 0 0 OTHER REVENUE 234 0 234 IRS REFUND 3652 0 0 LOSS ON DISPOSAL OF ASSETS -789 0 0 UNREALIZED GAIN ON INVESTMENTS 1083139 SECURITY DEPOSITS 1500 1500 RIGHT OF USE LEASE LIABILITY 27381 118928 ACCRUED TAXES 1026 0 INVESTMENT MANAGEMENT FEES 78413 78413 78413 0 RETIREMENT PLAN SERVICES 2816 0 0 2816 PAYROLL FEES 1164 0 0 1164 PLANNING SERVICES 16754 0 0 16754 FOREIGN TAX 0 4386 4386 0 EXCISE TAX 10811 0 0 0 REAL ESTATE TAXES 22929 475 0 32306 REAL ESTATE TAXES 16456 0 16456 0