2015-03-16T05:03:58-05:00 2014-06-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-07-01 231352322 HISTORICAL SOCIETY OF PENNSYLVANIA HIST 2157326200 1300 LOCUST STREET PHILADELPHIA PA 19107 PAGE TALBOTT PRESIDENT & CEO 2157326200 2015-03-18 1 JENNIFER SOLOT P00749373 2155677770 2013 2016-03-07 17:11:31Z PAGE TALBOTT 1300 LOCUST STREET PHILADELPHIA PA 19107 10143431 0 X WWW.HSP.ORG X 1824 PA SEE FORM 990 PART III LINE 1 29 28 59 50 0 0 1496260 2786763 145238 225209 1653267 1202110 149778 86499 3444543 4300581 37000 24250 0 0 2135584 2070780 0 0 291144 1859409 1738732 4031993 3833762 -587450 466819 33861458 35453743 1150829 454948 32710629 34998795 TO INSPIRE INDIVIDUALS AND ORGANIZATIONS TO CREATE A BETTER FUTURE THROUGH HISTORICAL UNDERSTANDING. 0 0 2906078 24250 290075 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. 2906078 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 19 0 59 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MICHAEL HAIRSTON 2157326200 1300 LOCUST STREET PHILADELPHIA PA 19107 BRUCE K FENTON BOARD CHAIR 5.00 X X 0 0 0 ALICE LEA TASMAN EXECUTIVE VICE CHAIR 5.00 X X 0 0 0 HOWARD H LEWIS VICE CHAIR 5.00 X X 0 0 0 JOHN PICKERING VICE CHAIR 5.00 X X 0 0 0 MAJID ALSAYEGH TREASURER AND VICE CHAIR 5.00 X X 0 0 0 NATHAN K RAAB SECRETARY 5.00 X X 0 0 0 ALICE L GEORGE VICE CHAIR 5.00 X X 0 0 0 DAVID A OTHMER AT-LARGE MEMBER 5.00 X X 0 0 0 MARK A ARONCHICK COUNCILOR 5.00 X 0 0 0 DEBORAH DILWORTH BISHOP COUNCILOR 5.00 X 0 0 0 MATTHEW CLAEYS COUNCILOR 5.00 X 0 0 0 LORI COHEN COUNCILOR 5.00 X 0 0 0 SENATOR LARRY FARNESE COUNCILOR 5.00 X 0 0 0 SHANTA GHOSH COUNCILOR 5.00 X 0 0 0 FRANK GIORDANO COUNCILOR 5.00 X 0 0 0 COUNCILMAN BILL GREEN COUNCILOR 5.00 X 0 0 0 BARBARA L GREENFIELD COUNCILOR 5.00 X 0 0 0 STEVEN KLAMMER COUNCILOR 5.00 X 0 0 0 LEON L LEVY COUNCILOR 5.00 X 0 0 0 WALTER M LICHT COUNCILOR 5.00 X 0 0 0 CHARLES E MATHER III COUNCILOR 5.00 X 0 0 0 COLLIN F MCNEIL COUNCILOR 5.00 X 0 0 0 GREGORY MONTANARO COUNCILOR 5.00 X 0 0 0 GEORGIANA NOLL COUNCILOR 5.00 X 0 0 0 KEVIN PASSERINI COUNCILOR 5.00 X 0 0 0 SARAH D PRICE COUNCILOR 5.00 X 0 0 0 TIMOTHY R SCHANTZ COUNCILOR 5.00 X 0 0 0 ROBERT J RITTENHOUSE AT-LARGE MEMBER 5.00 X X 0 0 0 PAGE TALBOTT PRESIDENT 40.00 X 142890 0 3045 142890 0 3045 1 0 0 0 P AGNES INC 2045 W MOYAMENSING AVE PHILADELPHIA PA 19145 GENERAL CONTACTING SERVICES 1778917 BELCHER ROOFING 111 COMMERCE DRIVE MONTGOMERYVILLE PA 18936 GENERAL CONTACTING SERVICES 437396 SAYLORGREGG ARCHITECTS 100 S BROAD STREET PHILADELPHIA PA 19110 ARCHITECTURAL SERVICES 264148 VIDEO VISIONS 3600 BOUNDBROOK AVE FEASTERVILLETREVOSE PA 19154 AUDIO VISUAL SERVICES 158298 CRI RESTORATION INC 110 ITHAN LANE COLLEGEVILLE PA 19426 BUILDING RESTORATION SERVICE 150978 7 136794 141742 1905751 602476 74410 2786763 AUXILIARY ACTIVITIES 519100 211427 211427 ADMISSIONS 519100 13782 13782 225209 623215 623215 21633 21633 6365472 5786577 578895 578895 578895 56273 141742 56273 0 OTHER INCOME 900099 64866 64866 64866 4300581 290075 0 1223743 18000 18000 6250 6250 152807 117062 21065 14680 1525336 1168525 210275 146536 46999 36005 6479 4515 200131 163243 17156 19732 145507 111469 20059 13979 15237 868 14349 20 287481 212231 71493 3757 142238 77983 44194 20061 142988 27648 109420 5920 323330 277353 39757 6220 2086 2086 622657 554163 56041 12453 68141 60646 6132 1363 PRINTING & PUBLICATIONS 68396 40255 7803 20338 PROFESSIONAL TRAINING 24989 14314 4657 6018 DUES & SUBSCRIPTIONS 20861 14063 5574 1224 BAD DEBT EXPENSE 14328 14328 6000 6000 3833762 2906078 636540 291144 16212 381011 2109432 803341 375328 1302486 241627 10150 25668 26413 18169142 8079327 8982224 10089815 13013543 12878955 9097424 9961572 33861458 35453743 1150829 454948 1150829 454948 X 9903990 11062663 8639260 9004605 14167379 14931527 32710629 34998795 33861458 35453743 X 466819 1413394 -456195 864148 X 0 1 X 1 0 X 1550452 2535611 2630611 1496260 2843036 11055970 1550452 2535611 2630611 1496260 2843036 11055970 1227634 9828336 675349 651582 711087 802526 644848 3485392 26969 11676 47671 51124 64866 202306 14743668 0.66660 0.62560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1107575 X X X X 0 21043696 2668226 1940955 21770967 19407725 2335971 700000 21043696 20152032 -70307 674000 19407725 16546355 1120000 3182901 697224 20152032 15832004 1464358 750007 16546355 0.03850 0.68670 0.27480 1 0 15743461 6251868 9491593 2425681 1827459 598222 10089815 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 8853997 COLLECTIONS ACQUIRED SINCE JULY 1, 2000 1107575 9961572 X 5855248 1413394 85000 56273 1554667 4300581 0 4300581 3975035 85000 56273 141273 3833762 0 3833762 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. FOUNDERS DINNER 198015 141742 56273 15000 23101 18172 198015 141742 56273 15000 23101 18172 56273 0 1 LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST STREET PHILADELPHIA PA 19107 231370444 501(C)(3) 18500 FELLOWSHIP GRANTS 1 1 FELLOWSHIP GRANTS 4 6250 PART I, LINE 2: 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. DOROTHY MATHER IX BOLLINGER INSURANCE DAUGHTER OF C. MATHER 59833 INSURANCE 0 X 3 74410 FAIR MARKET VALUE 0 0 0 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.