2014-05-08T15:19:52-05:00 2013-06-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2012-07-01 231352322 HISTORICAL SOCIETY OF PENNSYLVANIA HIST 2157326200 1300 LOCUST STREET PHILADELPHIA PA 19107 PAGE TALBOTT 2157326200 2014-03-17 1 JENNIFER SOLOT P00749373 2155677770 2012 2015-11-30 17:44:51Z PAGE TALBOTT 1300 LOCUST STREET PHILADELPHIA PA 19107 4129254 0 X WWW.HSP.ORG X 1824 PA SEE FORM 990 PART III LINE 1 28 28 49 50 0 0 2446631 1496260 209167 145238 1929610 1653267 139377 149778 4724785 3444543 0 37000 0 0 2105145 2135584 0 0 377303 1784865 1859409 3890010 4031993 834775 -587450 32086325 33861458 316892 1150829 31769433 32710629 TO INSPIRE INDIVIDUALS AND ORGANIZATIONS TO CREATE A BETTER FUTURE THROUGH HISTORICAL UNDERSTANDING. 0 0 3043738 37000 196362 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. 3043738 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 49 1 0 0 0 0 0 1 1 0 0 0 0 X 28 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 5.00 X X 0 0 0 ALICE LEA TASMAN 5.00 X X 0 0 0 HOWARD H LEWIS 5.00 X X 0 0 0 JOHN PICKERING 5.00 X X 0 0 0 PAGE TALBOTT 5.00 X X 0 0 0 MAJID ALSAYEGH 5.00 X X 0 0 0 NATHAN K RAAB 5.00 X X 0 0 0 ALICE L GEORGE 5.00 X X 0 0 0 DAVID A OTHMER 5.00 X X 0 0 0 MARK A ARONCHICK 5.00 X 0 0 0 DEBORAH DILWORTH BISHOP 5.00 X 0 0 0 MATTHEW CLAEYS 5.00 X 0 0 0 LORI COHEN 5.00 X 0 0 0 AHMAD CORBITT 5.00 X 0 0 0 SENATOR LARRY FARNESE 5.00 X 0 0 0 SHANTA GHOSH 5.00 X 0 0 0 FRANK GIORDANO 5.00 X 0 0 0 COUNCILMAN BILL GREEN 5.00 X 0 0 0 BARBARA L GREENFIELD 5.00 X 0 0 0 LEON L LEVY 5.00 X 0 0 0 WALTER M LICHT 5.00 X 0 0 0 CHARLES E MATHER III 5.00 X 0 0 0 COLLIN F MCNEIL 5.00 X 0 0 0 GREGORY MONTANARO 5.00 X 0 0 0 GEORGIANA NOLL 5.00 X 0 0 0 KEVIN PASSERINI 5.00 X 0 0 0 SARAH D PRICE 5.00 X 0 0 0 TIMOTHY R SCHANTZ 5.00 X 0 0 0 ROBERT J RITTENSHOUSE 5.00 X X 0 0 0 KIM SAJET 40.00 X 114162 0 17020 PAGE TALBOTT 40.00 X 0 0 0 114162 0 17020 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 116822 154642 96907 1127889 310864 1496260 AUXILIARY ACTIVITIES 519100 134450 134450 ADMISSIONS 519100 10788 10788 145238 703872 703872 98654 98654 1144598 429277 624480 0 520118 429277 949395 949395 60231 154642 60231 0 OTHER INCOME 900099 51124 51124 51124 3444543 196362 0 1751921 X 30000 30000 7000 7000 131182 99560 17723 13899 1610642 1222391 217601 170650 52063 39513 7034 5516 183136 143884 19059 20193 158561 120339 21422 16800 62406 54735 2159 5512 533697 373122 118980 41595 117313 73740 30516 13057 147004 51021 87399 8584 298564 260317 11924 26323 1392 1392 431187 383756 38807 8624 54632 48622 1093 4917 PRINTING & PUBLICATIONS 110819 66462 13974 30383 PROFESSIONAL TRAINING 52397 31262 14390 6745 DUES & SUBSCRIPTIONS 26650 14833 7479 4338 MANUSCRIPTS & CONSERV. 23348 23181 167 4031993 3043738 610952 377303 2341 16212 3353587 2109432 961596 375328 25035 241627 113791 25668 16438893 7456669 7199175 8982224 11855831 13013543 8574969 9097424 32086325 33861458 316892 1150829 316892 1150829 X 6770051 9903990 8194505 8639260 16804877 14167379 31769433 32710629 32086325 33861458 X -587450 1062826 140100 325720 X 0 1 X 1 0 X 1713579 1550452 2535611 2630611 1496260 9926513 1713579 1550452 2535611 2630611 1496260 9926513 1356836 8569677 791113 675349 651582 711087 802526 3631657 2656 26969 11676 47671 51124 140096 13698266 0.62560 0.63980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1107575 X X X 0 19407725 2335971 700000 21043696 20152032 -70307 674000 19407725 16546355 1120000 3182901 697224 20152032 15832004 1464358 750007 16546355 19494229 -2789362 872863 15832004 0.08550 0.67410 0.24040 1 0 14375745 5815699 8560046 2063148 1640970 422178 8982224 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 7989849 COLLECTIONS ACQUIRED SINCE JULY 1, 2000 1107575 9097424 X 5023319 1062825 130000 385951 1578776 3444543 0 3444543 4222223 130000 60231 190231 4031992 0 4031992 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE SOCIETY'S ENDOWMENT FUNDS IS USED TO SUPPORT OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 325,720. SPECIAL EVENT EXPENSES 60,231. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 60,231. FOUNDERS DINNER 214873 154642 60231 15000 26318 150 18763 214873 154642 60231 15000 26318 150 18763 60231 0 1 LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST STREET PHILADELPHIA PA 19107 231370444 501(C)(3) 14000 FELLOWSHIP GRANTS 1 1 FELLOWSHIP GRANTS 4 7000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 2 310864 FAIR MARKET VALUE 0 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. OTHER FEES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 325,720.