ELEUTHERIAN MILLS-HAGLEY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELEUTHERIAN MILLS-HAGLEY FOUNDATION INC (EIN 51-0070531)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-12
- IRS object ID
- 201442559349300034
- Schema version
- 2013v3.0
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-12T12:59:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cover & Rossiter PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 Rockford Road Suite 200 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510070531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eleutherian Mills-Hagley Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEU | BusinessNameControlTxt |
| Phone | 3026582400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3630 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198070630 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeanne Belk | PersonNm |
| Person Title | Finance Director | PersonTitleTxt |
| Phone | 3026582400 | PhoneNum |
| Signature | 2014-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2014-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeanne Belk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3630 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198070630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,975,698 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hagley.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Hagley Museum and Library collects, preserves, and interprets the unfolding history of American enterprise. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 174 | TotalEmployeeCnt |
| Total Volunteers | 548 | TotalVolunteersCnt |
| Total Gross UBI | $28,456 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,375,039 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,047,710 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $647,474 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $683,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,512,259 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,125,047 | CYInvestmentIncomeAmt |
| PY Other Revenue | $299,566 | PYOtherRevenueAmt |
| CY Other Revenue | $289,905 | CYOtherRevenueAmt |
| PY Total Revenue | $8,834,338 | PYTotalRevenueAmt |
| CY Total Revenue | $10,145,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,526,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,367,186 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $307,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,943,655 | PYOtherExpensesAmt |
| CY Other Expenses | $4,250,397 | CYOtherExpensesAmt |
| PY Total Expenses | $9,512,850 | PYTotalExpensesAmt |
| CY Total Expenses | $9,654,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$678,512 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $491,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,635,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,512,302 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $362,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $365,610 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $150,273,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $165,146,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | At Hagley, we invite people of all ages to investigate and experience the unfolding history of American business, technology, and innovation, and its impact on the world, from our home at the historic DuPont powder yards on the banks of the Brandywine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,204,218 | ExpenseAmt |
| Revenue | $594,689 | RevenueAmt |
| Desc | Hagley Museum's primary audiences are cultural tourists traveling on their own; school groups participating in our curriculum based education programs; adult motor coach tours and families attending special events. In 2013 total attendance was 65,486, consisting of 21,131 general admission; 12,687 school and youth tours; 1,929 adult tours; and 29,739 special event admissions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,548,156 | ExpenseAmt |
| Grant | $36,450 | GrantAmt |
| Desc | Hagley's Research Library responded to over 4,543 researchers in 2013, resulting in a total of 14,316 reference transactions. The Imprints department answered requests from 1,616 individuals, utilizing 3,892 rare books and trade catalogues. The Manuscripts and Archives department responded to questions from 2,543 researchers, utilizing 4,583 linear feet of material. The Pictorial department responded to 625 researchers using 314 collections. The Digital Collections department saw 801,720 page visits. Staff catalogued 3,897 books and collection items and processed 1,402 linear feet of manuscripts, archives or pictorial collections. Cataloguing staff contributed 1,652 authority records to the national database. Our Conservation Lab extended 7,002 treatments to Library Division materials. Overall, the Library produced six exhibitions and also supported the mounting of the Museum's current major exhibit on Nylon and fashion. The Center for History of Business, Technology and Science funded 44 of 66 grant applications; held one conference and one symposium; initiated a new public lecture series with four events per year; held six seminars, enjoying the highest annual attendance in the seminar's history; maintained two book series with the University of Pennsylvania Press and the John Hopkins University Press; and organized the Business History Conference annual meeting. Our public events of conferences, lectures and tours exposed Hagley to more than 5,244 visitors. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $154,733 | ExpenseAmt |
| Revenue | $155,928 | RevenueAmt |
| Desc | The Hagley Associates Program works to support the Hagley mission through membership sales. Approximately 2,700 families and individuals enjoy special events, lectures and exhibit previews as well as have access to Hagley's facilities year round. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,907,107 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 174 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business Office | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026582400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 298 Buck Road East | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198070630 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Mr Henry B du Pont IV | ||||||
| Trustee, President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Howard E Cosgrove | ||||||
| Trustee, Vice-President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ms Ann C Rose | ||||||
| Trustee, Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Augustus I du Pont | ||||||
| Trustee, Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr E Matthew Brown | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Edward J Bassett | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms Carol A Ammon | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Edward B du Pont | ||||||
| Trustee, President Emeritu | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Thomas M Connelly Jr | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Blaine T Phillips | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Christopher D Saridakis | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Robert V A Harra Jr | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Charles M Elson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms Darla L Pomeroy | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr M Gary Talley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr JoAnne Yates | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Geoffrey Halfpenny | ||||||
| Director | 35.00 | Yes (X) | $84,504 | $0 | $5,978 | |
| Ms Marjorie P Kelly | ||||||
| Assistant Secretary | 35.00 | Yes (X) | $41,091 | $0 | $13,646 | |
| Ms Jeanne L Belk | ||||||
| Finance Director; Asst. Tr | 35.00 | Yes (X) | $81,996 | $0 | $20,292 | |
| Joan Hoge-North | ||||||
| Library Deputy Dir | 35.00 | Yes (X) | $107,532 | $0 | $8,647 | |
| Mr David Cole | ||||||
| Director | 35.00 | Yes (X) | $43,245 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $358,368 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,563 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates LLC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10317 | AddressLine1 |
| City | Uniondale | City |
| State | NY | State |
| ZIP Code | 11555 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $154,168 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,047,710 | AllOtherContributionsAmt |
| Noncash Contributions | $83,856 | NoncashContributionsAmt |
| Total Contributions | $2,047,710 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Special Events Revenue | 900099 | $426,962 | $426,962 |
| Admissions | 900099 | $256,059 | $256,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $683,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,242,648 | TotalRevenueColumnAmt |
| Exclusion | $3,242,648 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $228,843 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,990 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,853 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,853 | TotalRevenueColumnAmt |
| Exclusion | $193,853 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,594,424 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,712,025 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,882,399 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,882,399 | TotalRevenueColumnAmt |
| Exclusion | $3,882,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $152,621 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $83,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,456 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Visitor & Photocopy | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,431 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,431 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,145,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $750,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,456 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,318,900 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,450 | TotalAmt |
| Program Services | $36,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,434 | TotalAmt |
| Program Services | $283,748 | ProgramServicesAmt |
| Management And General | $149,686 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,845,321 | TotalAmt |
| Program Services | $3,529,911 | ProgramServicesAmt |
| Management And General | $169,071 | ManagementAndGeneralAmt |
| Fundraising | $146,339 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,360 | TotalAmt |
| Program Services | $205,398 | ProgramServicesAmt |
| Management And General | $51,974 | ManagementAndGeneralAmt |
| Fundraising | $22,988 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,092 | TotalAmt |
| Program Services | $399,107 | ProgramServicesAmt |
| Management And General | $53,729 | ManagementAndGeneralAmt |
| Fundraising | $44,256 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,979 | TotalAmt |
| Program Services | $280,512 | ProgramServicesAmt |
| Management And General | $18,671 | ManagementAndGeneralAmt |
| Fundraising | $11,796 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,500 | TotalAmt |
| Management And General | $33,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,285 | TotalAmt |
| Management And General | $630,285 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,481 | TotalAmt |
| Program Services | $91,634 | ProgramServicesAmt |
| Management And General | $123,437 | ManagementAndGeneralAmt |
| Fundraising | $11,410 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,890 | TotalAmt |
| Program Services | $127,890 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,802 | TotalAmt |
| Program Services | $193,519 | ProgramServicesAmt |
| Management And General | $21,056 | ManagementAndGeneralAmt |
| Fundraising | $53,227 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,919 | TotalAmt |
| Program Services | $931,776 | ProgramServicesAmt |
| Management And General | $110,114 | ManagementAndGeneralAmt |
| Fundraising | $3,029 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,220 | TotalAmt |
| Program Services | $25,993 | ProgramServicesAmt |
| Management And General | $5,054 | ManagementAndGeneralAmt |
| Fundraising | $4,173 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,442 | TotalAmt |
| Program Services | $987,442 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,274 | TotalAmt |
| Program Services | $257,584 | ProgramServicesAmt |
| Management And General | $48,908 | ManagementAndGeneralAmt |
| Fundraising | $9,782 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Restricted Expenses App | $264,038 | $239,597 | $24,441 |
| Special Events Producti | $192,606 | $192,606 | |
| Library Division | $121,795 | $121,795 | |
| Miscellaneous expense | $2,145 | $2,145 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,654,033 | TotalAmt |
| Program Services | $7,907,107 | ProgramServicesAmt |
| Management And General | $1,439,926 | ManagementAndGeneralAmt |
| Fundraising | $307,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,400 | BOYAmt |
| EOY | $1,669,225 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,833 | BOYAmt |
| EOY | $684,325 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,353 | BOYAmt |
| EOY | $15,997 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,268 | BOYAmt |
| EOY | $95,148 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,956 | BOYAmt |
| EOY | $447,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,067,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,547,008 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,166,088 | BOYAmt |
| EOY | $17,520,762 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,086,703 | BOYAmt |
| EOY | $103,711,160 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,361,760 | BOYAmt |
| EOY | $41,367,982 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,635,361 | BOYAmt |
| EOY | $165,512,302 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,885 | BOYAmt |
| EOY | $178,844 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,332 | BOYAmt |
| EOY | $71,140 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,894 | BOYAmt |
| EOY | $115,626 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,111 | BOYAmt |
| EOY | $365,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,158,919 | BOYAmt |
| EOY | $125,599,256 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,449,467 | BOYAmt |
| EOY | $16,377,303 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,664,864 | BOYAmt |
| EOY | $23,170,133 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,273,250 | BOYAmt |
| EOY | $165,146,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,635,361 | BOYAmt |
| EOY | $165,512,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $491,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,569,318 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $812,474 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,463,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,086,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,527,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,553,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,047,710 | CurrentTaxYearAmt |
| Total | $8,679,653 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,463,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,086,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,527,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,553,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,047,710 | CurrentTaxYearAmt |
| Total | $8,679,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,308,538 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,371,115 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,200,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,217,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,195,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,175,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,089,233 | CurrentTaxYearAmt |
| Total | $10,878,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,557,666 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,982,320 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.32580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.33520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, List of Unusual Grants: | FormAndLineReferenceDesc |
| Explanation | Description: Beneficiary of CLAT Date: 06/01/09 Amount: 1287500. | ExplanationTxt |
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
| 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,458,239 | BeginningYearBalanceAmt |
| Contributions | $505,269 | ContributionsAmt |
| Investment Earnings Or Losses | $20,692,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,579,925 | OtherExpendituresAmt |
| End Year Balance | $140,075,945 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,474,285 | BeginningYearBalanceAmt |
| Contributions | $3,303,104 | ContributionsAmt |
| Investment Earnings Or Losses | $15,667,560 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,986,710 | OtherExpendituresAmt |
| End Year Balance | $125,458,239 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,525,449 | BeginningYearBalanceAmt |
| Contributions | $488,254 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,226,879 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,217,797 | OtherExpendituresAmt |
| Administrative Expenses | $94,742 | AdministrativeExpensesAmt |
| End Year Balance | $112,474,285 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,448,118 | BeginningYearBalanceAmt |
| Contributions | $1,582,285 | ContributionsAmt |
| Investment Earnings Or Losses | $14,772,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,274,970 | OtherExpendituresAmt |
| Administrative Expenses | $2,696 | AdministrativeExpensesAmt |
| End Year Balance | $121,525,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,740,835 | BeginningYearBalanceAmt |
| Contributions | $570,598 | ContributionsAmt |
| Investment Earnings Or Losses | $23,904,394 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,619,426 | OtherExpendituresAmt |
| Administrative Expenses | $148,283 | AdministrativeExpensesAmt |
| End Year Balance | $111,448,118 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,419,399 | OtherCostOrOtherBasisAmt |
| Book Value | $1,419,399 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,282,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,931,567 | DepreciationAmt |
| Book Value | $13,351,398 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,819,316 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,813,933 | DepreciationAmt |
| Book Value | $1,005,383 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,546,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $801,508 | DepreciationAmt |
| Book Value | $1,744,582 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,520,762 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $38,727,341 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Split Interest Agreement | Desc |
| Book Value | $2,640,641 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,367,982 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Post Retirement Benefits | Desc |
| Amt | $115,626 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $115,626 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,953,526 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $5,932,890 | OtherRevenueAmt |
| Revenue Not Reported | $5,932,890 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,020,636 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,125,047 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,125,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,145,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,772,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $117,990 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $117,990 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,654,033 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,654,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | Hagley does not capitalize donated collection items or recognize them as revenues or gains. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as decreases in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset class. |
| Part III, Line 4: | The collections are held for public exhibition, education, or research in furtherance of public service rather than financial gain. They are protected, kept unencumbered, cared for, and preserved, and are subject to a policy that requires the proceeds from sales of collection items to be used to acquire other items for collections. |
| Part V, Line 4: | Hagley has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that Hagley must hold in perpetuity or for a donor-specified period(s) as well as Board-designated funds. Under this policy, as approved by the Board of Trustees, the endowment assets are invested in a manner that is intended to maintain the level of financial support currently provided while assuming a moderate level of investment risk. |
| Part X, Line 2: | Hagley has adopted the provisions of FASB ASC 740-10-50, Accounting for Uncertainty in Income Taxes. Management continually evaluates uncertain tax positions and expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings, as applicable. Management's evaluation is that there is no income tax liability. This evaluation is based on settled and established positions within the Internal Revenue Code and management believes there is no significant uncertainty related to its evaluation. Hagley's policy is to expense all interest and penalties, if any, as incurred. No amounts of interest or penalties were recognized by Hagley during the year ended December 31, 2013. No tax years prior to 2010 remain subject to examination by federal jurisdictions. |
| Part XI, Line 2d - Other Adjustments: | Endowment Draw 5,814,900. Cost of Goods Sold on Line 10b 83,000. Rental Expenses Reported on Line 6b 34,990. |
| Part XI, Line 4b - Other Adjustments: | Investment Income 3,242,648. Realized Gains on Investment Sales 3,882,399. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold on Line 10b 83,000. Rental Expenses Reported on Line 6b 34,990. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investment | $22,290,220 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Investment | $6,977,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,268,029 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,268,029 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowship & research grants | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $36,450 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Hagley research grants are awarded through an application and evaluation process. The committee, comprised of Hagley experts and outside scholars, assesses applications 4 times per year. Applicants must demonstrate their research will make important scholarly and academic contributions; potential grant recipients must also make sufficient use of Hagley's research collections. 38 grants were awarded in 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | As a condition of employment and for the convenience of the Organization, the Executive Director resides on Hagley's premises. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $83,856 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2814 | ContributionCnt |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some Trustees have a common family relationship. |
| Form 990, Part VI, Section B, line 11 | Draft versions of the Form 990 are distributed to all members of the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Each Director must complete a Conflict of Interest Policy Disclosure Statement annually. Board members are required to acknowledge a potential conflict to the Board prior to entering into a transaction with Hagley. The minutes of the Board meeting at which a disclosure of conflict is made shall reflect the occurrence and the outcome. The Executive Director monitors contracts and vendor payments for potential conflicts of interest and informs the President of the Board. The President then brings the potential conflict to the Board for discussion when deemed possibly material. |
| Form 990, Part VI, Section B, line 15 | The Executive Director gathers local salary data as well as national salary survey data every other year in order to establish current market values for Hagley's salaried positions. The collected survey data supports a salary structure that aligns every position within a salary range. The Executive Director works with the Organization and Compensation Committee under the Board of Directors in order to ensure that the proper appraisal systems and compensation and benefits philosophies approved by the Committee are adhered to by management. |
| Form 990, Part VI, Section C, line 19 | There currently exists no legal requirement to make governing documents, conflict of interest policies or audited financial statements publicly available. Hagley has never received a request for information of this type. If any requests for this information should be received, they would be evaluated by the Trustees on a case by case basis. In general, the Trustees believe that the information available on this form (the Form 990) would be more than sufficient to respond to most legitimate inquiries. |
| Form 990, Part XI, line 9: | Net unrealized gain on split interest trust agreement 812,474. |
| Form 990, Part XI, Line 2c: | The Finance Committee assumes oversight of the financial statements and the selection of the independent auditors. |