HISTORICAL SOCIETY OF PENNSYLVANIA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF PENNSYLVANIA (EIN 23-1352322)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201431289349301048
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T15:19:52-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352322 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY OF PENNSYLVANIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 2157326200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAGE TALBOTT | Name |
| Title | INTERIM PRESIDENT & CEO | Title |
| Phone | 2157326200 | Phone |
| Date Signed | 2014-03-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER SOLOT | Name |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAGE TALBOTT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 4129254 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HSP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1824 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE FORM 990 PART III LINE 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2446631 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1496260 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 209167 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 145238 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1929610 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1653267 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 139377 | OtherRevenuePriorYear |
| Other Revenue Current Year | 149778 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4724785 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3444543 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 37000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2105145 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2135584 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 377303 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1784865 | OtherExpensePriorYear |
| Other Expenses Current Year | 1859409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3890010 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4031993 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 834775 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -587450 | RevenuesLessExpensesCY |
| Total Assets BOY | 32086325 | TotalAssetsBOY |
| Total Assets EOY | 33861458 | TotalAssetsEOY |
| Total Liabilities BOY | 316892 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1150829 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31769433 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32710629 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO INSPIRE INDIVIDUALS AND ORGANIZATIONS TO CREATE A BETTER FUTURE THROUGH HISTORICAL UNDERSTANDING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3043738 | Expense |
| Grants | 37000 | Grants |
| Revenue | 196362 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 3043738 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HAIRSTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2157326200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| 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 |
| PAGE TALBOTT | ||||||
| VICE CHAIR (JULY-APRIL) | 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 | |
| AHMAD CORBITT | ||||||
| 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 | |
| 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 (NOV-JUNE) | 5.00 | X | 0 | 0 | 0 | |
| KEVIN PASSERINI | ||||||
| COUNCILOR (NOV-JUNE) | 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 RITTENSHOUSE | ||||||
| AT-LARGE MEMBER | 5.00 | X | X | 0 | 0 | 0 |
| KIM SAJET | ||||||
| PRESIDENT (JULY-MAY) | 40.00 | X | 114162 | 0 | 17020 | |
| PAGE TALBOTT | ||||||
| INTERIM PRESIDENT (MAY-JUNE) | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 114162 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17020 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 116822 | MembershipDues |
| Fundraising Events | 154642 | FundraisingEvents |
| Government Grants | 96907 | GovernmentGrants |
| All Other Contributions | 1127889 | AllOtherContributions |
| Noncash Contributions | 310864 | NoncashContributions |
| Total Contributions | 1496260 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AUXILIARY ACTIVITIES | 519100 | 134450 | 134450 |
| ADMISSIONS | 519100 | 10788 | 10788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 145238 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 703872 | TotalRevenueColumn |
| Exclusion | $703,872 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98654 | TotalRevenueColumn |
| Exclusion | $98,654 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1144598 | Securities |
| Other | 429277 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 624480 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 520118 | Securities |
| Other | 429277 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 949395 | TotalRevenueColumn |
| Exclusion | $949,395 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 60231 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 154642 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 60231 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 51124 | TotalRevenueColumn |
| Related Or Exempt Function Income | 51124 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51124 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3444543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 196362 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,751,921 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 7000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131182 | Total |
| Program Services | 99560 | ProgramServices |
| Management And General | 17723 | ManagementAndGeneral |
| Fundraising | 13899 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1610642 | Total |
| Program Services | 1222391 | ProgramServices |
| Management And General | 217601 | ManagementAndGeneral |
| Fundraising | 170650 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52063 | Total |
| Program Services | 39513 | ProgramServices |
| Management And General | 7034 | ManagementAndGeneral |
| Fundraising | 5516 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183136 | Total |
| Program Services | 143884 | ProgramServices |
| Management And General | 19059 | ManagementAndGeneral |
| Fundraising | 20193 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158561 | Total |
| Program Services | 120339 | ProgramServices |
| Management And General | 21422 | ManagementAndGeneral |
| Fundraising | 16800 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62406 | Total |
| Program Services | 54735 | ProgramServices |
| Management And General | 2159 | ManagementAndGeneral |
| Fundraising | 5512 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533697 | Total |
| Program Services | 373122 | ProgramServices |
| Management And General | 118980 | ManagementAndGeneral |
| Fundraising | 41595 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117313 | Total |
| Program Services | 73740 | ProgramServices |
| Management And General | 30516 | ManagementAndGeneral |
| Fundraising | 13057 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147004 | Total |
| Program Services | 51021 | ProgramServices |
| Management And General | 87399 | ManagementAndGeneral |
| Fundraising | 8584 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298564 | Total |
| Program Services | 260317 | ProgramServices |
| Management And General | 11924 | ManagementAndGeneral |
| Fundraising | 26323 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392 | Total |
| Management And General | 1392 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431187 | Total |
| Program Services | 383756 | ProgramServices |
| Management And General | 38807 | ManagementAndGeneral |
| Fundraising | 8624 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54632 | Total |
| Program Services | 48622 | ProgramServices |
| Management And General | 1093 | ManagementAndGeneral |
| Fundraising | 4917 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | 110819 | 66462 | 13974 | 30383 |
| PROFESSIONAL TRAINING | 52397 | 31262 | 14390 | 6745 |
| DUES & SUBSCRIPTIONS | 26650 | 14833 | 7479 | 4338 |
| MANUSCRIPTS & CONSERV. | 23348 | 23181 | 167 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4031993 | Total |
| Program Services | 3043738 | ProgramServices |
| Management And General | 610952 | ManagementAndGeneral |
| Fundraising | 377303 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2341 | BOY |
| EOY | 16212 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3353587 | BOY |
| EOY | 2109432 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961596 | BOY |
| EOY | 375328 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25035 | BOY |
| EOY | 241627 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113791 | BOY |
| EOY | 25668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16438893 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7456669 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7199175 | BOY |
| EOY | 8982224 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11855831 | BOY |
| EOY | 13013543 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8574969 | BOY |
| EOY | 9097424 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32086325 | BOY |
| EOY | 33861458 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316892 | BOY |
| EOY | 1150829 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316892 | BOY |
| EOY | 1150829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6770051 | BOY |
| EOY | 9903990 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8194505 | BOY |
| EOY | 8639260 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16804877 | BOY |
| EOY | 14167379 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31769433 | BOY |
| EOY | 32710629 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32086325 | BOY |
| EOY | 33861458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -587450 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1062826 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 140100 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 325720 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1713579 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1550452 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2535611 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2630611 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1496260 | CurrentTaxYear |
| Total | 9926513 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1713579 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1550452 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2535611 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2630611 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1496260 | CurrentTaxYear |
| Total | 9926513 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1356836 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8569677 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 791113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 675349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 651582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 711087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 802526 | CurrentTaxYear |
| Total | 3631657 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26969 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51124 | CurrentTaxYear |
| Total | 140096 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13698266 | TotalSupport |
| Public Support Pertcentage170 | 0.62560 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63980 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1107575 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19407725 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2335971 | InvestmentEarningsOrLosses |
| Other Expenditures | 700000 | OtherExpenditures |
| End Of Year Balance | 21043696 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20152032 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -70307 | InvestmentEarningsOrLosses |
| Other Expenditures | 674000 | OtherExpenditures |
| End Of Year Balance | 19407725 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16546355 | BeginningOfYearBalance |
| Contributions | 1120000 | Contributions |
| Investment Earnings Or Losses | 3182901 | InvestmentEarningsOrLosses |
| Other Expenditures | 697224 | OtherExpenditures |
| End Of Year Balance | 20152032 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15832004 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1464358 | InvestmentEarningsOrLosses |
| Other Expenditures | 750007 | OtherExpenditures |
| End Of Year Balance | 16546355 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19494229 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2789362 | InvestmentEarningsOrLosses |
| Other Expenditures | 872863 | OtherExpenditures |
| End Of Year Balance | 15832004 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08550 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67410 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24040 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14375745 | OtherCostOrOtherBasis |
| Depreciation | 5815699 | Depreciation |
| Book Value | 8560046 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2063148 | OtherCostOrOtherBasis |
| Depreciation | 1640970 | Depreciation |
| Book Value | 422178 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8982224 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 7989849 |
| COLLECTIONS ACQUIRED SINCE JULY 1, 2000 | 1107575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 9097424 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5023319 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1062825 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 130000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 385951 | OtherRevenues |
| Revenue Not Rptd F990 | 1578776 | RevenueNotRptdF990 |
| Revenue Subtotal | 3444543 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3444543 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4222223 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 130000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 60231 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 190231 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4031992 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4031992 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 325,720. SPECIAL EVENT EXPENSES 60,231. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES 60,231. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOUNDERS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 214873 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 154642 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 60231 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 15000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26318 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 150 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 18763 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 214873 | GrossReceiptsTotal |
| Charitable Contributions Total | 154642 | CharitableContributionsTotal |
| Gross Revenue Total Events | 60231 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 15000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 26318 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 150 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 18763 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60231 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBRARY COMPANY OF PHILADELPHIA | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 231370444 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 14000 | AmountOfCashGrant |
| Purpose Of Grant | FELLOWSHIP GRANTS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIP GRANTS | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 7000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 310864 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 373,122. MANAGEMENT AND GENERAL EXPENSES 118,980. FUNDRAISING EXPENSES 41,595. TOTAL EXPENSES 533,697. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 325,720. | CHANGES IN NET ASSETS OR FUND BALANCES: |