HISTORICAL SOCIETY OF PENNSYLVANIA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF PENNSYLVANIA (EIN 23-1352322)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-16
- IRS object ID
- 201500779349300600
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-16T05:03:58-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY OF PENNSYLVANIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 2157326200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 LOCUST STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAGE TALBOTT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2157326200 | PhoneNum |
| Signature | 2015-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAGE TALBOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 LOCUST STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,143,431 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HSP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1824 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE FORM 990 PART III LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,496,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,786,763 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $145,238 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $225,209 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,653,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,202,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149,778 | PYOtherRevenueAmt |
| CY Other Revenue | $86,499 | CYOtherRevenueAmt |
| PY Total Revenue | $3,444,543 | PYTotalRevenueAmt |
| CY Total Revenue | $4,300,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,135,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,070,780 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $291,144 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,859,409 | PYOtherExpensesAmt |
| CY Other Expenses | $1,738,732 | CYOtherExpensesAmt |
| PY Total Expenses | $4,031,993 | PYTotalExpensesAmt |
| CY Total Expenses | $3,833,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$587,450 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $466,819 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,861,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,453,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,150,829 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $454,948 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,710,629 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,998,795 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE INDIVIDUALS AND ORGANIZATIONS TO CREATE A BETTER FUTURE THROUGH HISTORICAL UNDERSTANDING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,906,078 | ExpenseAmt |
| Grant | $24,250 | GrantAmt |
| Revenue | $290,075 | RevenueAmt |
| Desc | HISTORY & HISTORICAL PROGRAMS, GENERAL/OTHER OPERATION OF A PREEMINENT UNITED STATES ARCHIVE AND RESEARCH LIBRARY WITH COLLECTIONS FROM 1682 TO THE PRESENT, PRESENTING EXHIBITS, EDUCATIONAL PROGRAMS AND PUBLICATIONS ON THE HISTORY AND CHANGING DIVERSITY OF OUR NATION. | Desc |
| Total Program Service Expenses | $2,906,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HAIRSTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157326200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 LOCUST STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19107 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE K FENTON | ||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICE LEA TASMAN | ||||||
| EXECUTIVE VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HOWARD H LEWIS | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN PICKERING | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAJID ALSAYEGH | ||||||
| TREASURER AND VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHAN K RAAB | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICE L GEORGE | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID A OTHMER | ||||||
| AT-LARGE MEMBER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK A ARONCHICK | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH DILWORTH BISHOP | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW CLAEYS | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LORI COHEN | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SENATOR LARRY FARNESE | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SHANTA GHOSH | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK GIORDANO | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| COUNCILMAN BILL GREEN | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA L GREENFIELD | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN KLAMMER | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LEON L LEVY | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER M LICHT | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E MATHER III | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| COLLIN F MCNEIL | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY MONTANARO | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGIANA NOLL | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN PASSERINI | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH D PRICE | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY R SCHANTZ | ||||||
| COUNCILOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J RITTENHOUSE | ||||||
| AT-LARGE MEMBER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAGE TALBOTT | ||||||
| PRESIDENT | 40.00 | Yes (X) | $142,890 | $0 | $3,045 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,890 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,045 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| P AGNES INC | |||||
| 2045 W MOYAMENSING AVE | PHILADELPHIA | PA | 19145 | GENERAL CONTACTING SERVICES | $1,778,917 |
| BELCHER ROOFING | |||||
| 111 COMMERCE DRIVE | MONTGOMERYVILLE | PA | 18936 | GENERAL CONTACTING SERVICES | $437,396 |
| SAYLORGREGG ARCHITECTS | |||||
| 100 S BROAD STREET | PHILADELPHIA | PA | 19110 | ARCHITECTURAL SERVICES | $264,148 |
| VIDEO VISIONS | |||||
| 3600 BOUNDBROOK AVE | FEASTERVILLETREVOSE | PA | 19154 | AUDIO VISUAL SERVICES | $158,298 |
| CRI RESTORATION INC | |||||
| 110 ITHAN LANE | COLLEGEVILLE | PA | 19426 | BUILDING RESTORATION SERVICE | $150,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $136,794 | MembershipDuesAmt |
| Fundraising | $141,742 | FundraisingAmt |
| Government Grants | $1,905,751 | GovernmentGrantsAmt |
| All Other Contributions | $602,476 | AllOtherContributionsAmt |
| Noncash Contributions | $74,410 | NoncashContributionsAmt |
| Total Contributions | $2,786,763 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AUXILIARY ACTIVITIES | 519100 | $211,427 | $211,427 |
| ADMISSIONS | 519100 | $13,782 | $13,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $225,209 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $623,215 | TotalRevenueColumnAmt |
| Exclusion | $623,215 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,633 | TotalRevenueColumnAmt |
| Exclusion | $21,633 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,365,472 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,786,577 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $578,895 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,895 | TotalRevenueColumnAmt |
| Exclusion | $578,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,273 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $141,742 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $64,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,866 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,866 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,300,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $290,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,223,743 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,250 | TotalAmt |
| Program Services | $6,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,807 | TotalAmt |
| Program Services | $117,062 | ProgramServicesAmt |
| Management And General | $21,065 | ManagementAndGeneralAmt |
| Fundraising | $14,680 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,336 | TotalAmt |
| Program Services | $1,168,525 | ProgramServicesAmt |
| Management And General | $210,275 | ManagementAndGeneralAmt |
| Fundraising | $146,536 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,999 | TotalAmt |
| Program Services | $36,005 | ProgramServicesAmt |
| Management And General | $6,479 | ManagementAndGeneralAmt |
| Fundraising | $4,515 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,131 | TotalAmt |
| Program Services | $163,243 | ProgramServicesAmt |
| Management And General | $17,156 | ManagementAndGeneralAmt |
| Fundraising | $19,732 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,507 | TotalAmt |
| Program Services | $111,469 | ProgramServicesAmt |
| Management And General | $20,059 | ManagementAndGeneralAmt |
| Fundraising | $13,979 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,237 | TotalAmt |
| Program Services | $868 | ProgramServicesAmt |
| Management And General | $14,349 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,481 | TotalAmt |
| Program Services | $212,231 | ProgramServicesAmt |
| Management And General | $71,493 | ManagementAndGeneralAmt |
| Fundraising | $3,757 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,238 | TotalAmt |
| Program Services | $77,983 | ProgramServicesAmt |
| Management And General | $44,194 | ManagementAndGeneralAmt |
| Fundraising | $20,061 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,988 | TotalAmt |
| Program Services | $27,648 | ProgramServicesAmt |
| Management And General | $109,420 | ManagementAndGeneralAmt |
| Fundraising | $5,920 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,330 | TotalAmt |
| Program Services | $277,353 | ProgramServicesAmt |
| Management And General | $39,757 | ManagementAndGeneralAmt |
| Fundraising | $6,220 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,086 | TotalAmt |
| Management And General | $2,086 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,657 | TotalAmt |
| Program Services | $554,163 | ProgramServicesAmt |
| Management And General | $56,041 | ManagementAndGeneralAmt |
| Fundraising | $12,453 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,141 | TotalAmt |
| Program Services | $60,646 | ProgramServicesAmt |
| Management And General | $6,132 | ManagementAndGeneralAmt |
| Fundraising | $1,363 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $68,396 | $40,255 | $7,803 | $20,338 |
| PROFESSIONAL TRAINING | $24,989 | $14,314 | $4,657 | $6,018 |
| DUES & SUBSCRIPTIONS | $20,861 | $14,063 | $5,574 | $1,224 |
| BAD DEBT EXPENSE | $14,328 | $14,328 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,833,762 | TotalAmt |
| Program Services | $2,906,078 | ProgramServicesAmt |
| Management And General | $636,540 | ManagementAndGeneralAmt |
| Fundraising | $291,144 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,212 | BOYAmt |
| EOY | $381,011 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,432 | BOYAmt |
| EOY | $803,341 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,328 | BOYAmt |
| EOY | $1,302,486 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,627 | BOYAmt |
| EOY | $10,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,668 | BOYAmt |
| EOY | $26,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,169,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,079,327 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,982,224 | BOYAmt |
| EOY | $10,089,815 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,013,543 | BOYAmt |
| EOY | $12,878,955 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,097,424 | BOYAmt |
| EOY | $9,961,572 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,861,458 | BOYAmt |
| EOY | $35,453,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,829 | BOYAmt |
| EOY | $454,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,829 | BOYAmt |
| EOY | $454,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,903,990 | BOYAmt |
| EOY | $11,062,663 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,639,260 | BOYAmt |
| EOY | $9,004,605 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,167,379 | BOYAmt |
| EOY | $14,931,527 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,710,629 | BOYAmt |
| EOY | $34,998,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,861,458 | BOYAmt |
| EOY | $35,453,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $466,819 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,413,394 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$456,195 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $864,148 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,550,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,535,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,630,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,496,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,843,036 | CurrentTaxYearAmt |
| Total | $11,055,970 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,550,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,535,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,630,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,496,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,843,036 | CurrentTaxYearAmt |
| Total | $11,055,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,227,634 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,828,336 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $675,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $651,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $711,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $802,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $644,848 | CurrentTaxYearAmt |
| Total | $3,485,392 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,866 | CurrentTaxYearAmt |
| Total | $202,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,743,668 | TotalSupportAmt |
| Public Support CY170 | 0.66660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,107,575 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,043,696 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,668,226 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,940,955 | OtherExpendituresAmt |
| End Year Balance | $21,770,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,407,725 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,335,971 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,000 | OtherExpendituresAmt |
| End Year Balance | $21,043,696 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,152,032 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$70,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $674,000 | OtherExpendituresAmt |
| End Year Balance | $19,407,725 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,546,355 | BeginningYearBalanceAmt |
| Contributions | $1,120,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,182,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $697,224 | OtherExpendituresAmt |
| End Year Balance | $20,152,032 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,832,004 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,464,358 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,007 | OtherExpendituresAmt |
| End Year Balance | $16,546,355 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,743,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,251,868 | DepreciationAmt |
| Book Value | $9,491,593 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,425,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,827,459 | DepreciationAmt |
| Book Value | $598,222 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,089,815 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $8,853,997 |
| COLLECTIONS ACQUIRED SINCE JULY 1, 2000 | $1,107,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,961,572 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,855,248 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,413,394 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $85,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $56,273 | OtherRevenueAmt |
| Revenue Not Reported | $1,554,667 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,300,581 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,300,581 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,975,035 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $85,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $56,273 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $141,273 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,833,762 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,833,762 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE SOCIETY COLLECTS RARE BOOKS, MANUSCRIPTS, MAPS, PHOTOGRAPHS, PRINTS, MUSIC AND SIMILAR ASSETS MOST OF WHICH HAVE BEEN ACQUIRED THROUGH INDIVIDUAL GIFTS AND BEQUESTS. THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED. THE SOCIETY'S POLICY REGARDING THE USE OF PROCEEDS FROM THE SALE OF COLLECTION ITEMS ALLOWS THE PROCEEDS TO BE USED FOR THE DIRECT CARE AND MANAGEMENT OF COLLECTIONS IN ADDITION TO THE ACQUISITION OF ADDITIONAL ITEMS FOR COLLECTIONS. COLLECTION ITEMS ACQUIRED PRIOR TO JULY 1, 2000: COLLECTION ITEMS ACQUIRED PRIOR TO JULY 1, 2000 WERE NOT CAPITALIZED. THESE COLLECTION ITEMS WERE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS, IF THE ITEMS WERE PURCHASED. COLLECTION ITEMS ACQUIRED ON OR AFTER JULY 1, 2000: COLLECTION ITEMS ACQUIRED ON OR AFTER JULY 1, 2000 WERE CAPITALIZED AT COST IF THE ITEMS WERE PURCHASED; OR AT THEIR APPRAISED OR FAIR VALUE IF THE ITEMS WERE CONTRIBUTED. CERTAIN COSTS RELATED TO SURVEYING AND PRESERVING OF COLLECTIONS ARE INCLUDED IN THE AMOUNT CAPITALIZED. GAINS OR LOSSES FROM THE DEACCESSIONS OF THESE ITEMS ARE REFLECTED ON THE STATEMENT OF ACTIVITIES AS CHANGES IN THE APPROPRIATE NET ASSET CLASSES, DEPENDING ON THE EXISTENCE AND TYPE OF DONOR-IMPOSED RESTRICTIONS. |
| PART III, LINE 4: | THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. |
| PART V, LINE 4: | THE INCOME FROM THE SOCIETY'S ENDOWMENT FUNDS IS USED TO SUPPORT OPERATIONS. |
| PART X, LINE 2: | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD AND, AS A RESULT, THE ADOPTION OF THE STANDARD HAD NO IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 56,273. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 56,273. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOUNDERS DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $198,015 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $141,742 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,273 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,101 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,172 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $198,015 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $141,742 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,273 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,101 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,172 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,273 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBRARY COMPANY OF PHILADELPHIA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 LOCUST STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231370444 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $18,500 | CashGrantAmt |
| Purpose Of Grant | FELLOWSHIP GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP GRANTS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $6,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FELLOWSHIP APPLICANTS SUBMIT AN APPLICATION WITH LETTERS OF RECOMMENDATION AND SUPPORTING DOCUMENTS. THE APPLICATIONS ARE REVIEWED BY THE SOCIETY PRIOR TO THE ACCEPTANCE OF POTENTIAL FELLOWS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY MATHER IX BOLLINGER INSURANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER OF C. MATHER | RelationshipDescriptionTxt |
| Transaction | $59,833 | TransactionAmt |
| Transaction | INSURANCE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,410 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER ORGANIZATION THE SOCIETY HAS ONE CLASS OF VOTING MEMBERS, INDIVIDUAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS OF GOVERNING BODY ALL MEMBERS OF THE SOCIETY ARE ENTITLED TO ELECT NEW MEMBERS OF THE BOARD OF COUNCILORS AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 A COPY OF THE FORM 990 WAS GIVEN TO EACH COUNCILOR FOR REVIEW AND COMMENTS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICTS OF INTEREST POLICY THE AUDIT COMMITTEE REVIEWS CONFLICT OF INTEREST FORMS SIGNED BY COUNCILORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE SOCIETY'S OFFICE AND DISTRIBUTED UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 864,148. |