THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA (EIN 23-1425055)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-26
IRS object ID
202601469349301020
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-26T17:06:15-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN393647910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231425055EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROSENBACH OF THE FREE LIBRARYBusinessNameLine1Txt
Business Name Line2OF PHILADELPHIABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone2157321600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12008-2010 DELANCEY PLACEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELSEY BATESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2157321600PhoneNum
Signature2026-05-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2026-05-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ROSENBACH MUSEUM AND LIBRARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKELSEY BATESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12008-2010 DELANCEY PLACEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,987,723GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROSENBACH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionOPERATION OF MUSEUM AND LIBRARY IN ACCORDANCE WITH THE MISSION STATEMENT: "THE ROSENBACH MUSEUM & LIBRARY IS A COMMUNITY THAT ENGAGES WITH AND CELEBRATES THE ART OF THE WRITTEN WORD USING OUR COLLECTION OF RARE BOOKS AND MANUSCRIPTS."ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,312,932PYContributionsGrantsAmt
CY Contributions Grants$1,836,150CYContributionsGrantsAmt
PY Program Service Revenue$151,734PYProgramServiceRevenueAmt
CY Program Service Revenue$215,890CYProgramServiceRevenueAmt
PY Investment Income$518,462PYInvestmentIncomeAmt
CY Investment Income$1,423,985CYInvestmentIncomeAmt
PY Other Revenue$975PYOtherRevenueAmt
CY Other Revenue-$43,099CYOtherRevenueAmt
PY Total Revenue$1,984,103PYTotalRevenueAmt
CY Total Revenue$3,432,926CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,515,962PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,659,365CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$547,686CYTotalFundraisingExpenseAmt
PY Other Expenses$1,408,150PYOtherExpensesAmt
CY Other Expenses$1,084,258CYOtherExpensesAmt
PY Total Expenses$2,924,112PYTotalExpensesAmt
CY Total Expenses$2,743,623CYTotalExpensesAmt
PY Revenues Less Expenses-$940,009PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$689,303CYRevenuesLessExpensesAmt
Total Assets BOY$18,506,350TotalAssetsBOYAmt
Total Assets EOY$20,088,802TotalAssetsEOYAmt
Total Liabilities BOY$1,208,463TotalLiabilitiesBOYAmt
Total Liabilities EOY$948,177TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,297,887NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,140,625NetAssetsOrFundBalancesEOYAmt
MissionTHE ROSENBACH MUSEUM & LIBRARY IS A COMMUNITY THAT ENGAGES WITH AND CELEBRATES THE ART OF THE WRITTEN WORD USING OUR COLLECTION OF RARE BOOKS AND MANUSCRIPTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,420,161ExpenseAmt
Grant$0GrantAmt
Revenue$215,890RevenueAmt
DescOPERATION OF A MUSEUM AND RESEARCH LIBRARY WITH RELATED EXHIBIT AND EDUCATIONAL ACTIVITIES AND MAINTENANCE OF THE BUILDING WHICH IS AN INTEGRAL PART OF THE COLLECTION.Desc
Total Program Service Expenses$1,420,161TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2157321600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12008-2010 DELANCEY PLACEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BENITO CACHINERO-SANCHEZ
CHAIR3.001.00Yes (X)Yes (X)$0$0$0
AMY COES
VICE CHAIR (THRU JUN 2025)3.001.00Yes (X)Yes (X)$0$0$0
DANTHU THI PHAN
VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
PETER D NALLE
TREASURER (THRU JUN 2025)3.001.00Yes (X)Yes (X)$0$0$0
MEGHAN FOTOPOULOS
TREASURER3.00Yes (X)Yes (X)$0$0$0
LISA WASHINGTON
SECRETARY3.00Yes (X)Yes (X)$0$0$0
EMILY CAVANAGH
DIRECTOR1.00Yes (X)$0$0$0
BOB DEMENTO
DIRECTOR1.00Yes (X)$0$0$0
KAREN FLANNERY JAMES
DIRECTOR1.00Yes (X)$0$0$0
MARK GREENBERG
DIRECTOR1.00Yes (X)$0$0$0
MELISSA GREENBERG
DIRECTOR1.00Yes (X)$0$0$0
GAGE JOHNSTON
DIRECTOR1.00Yes (X)$0$0$0
GENE LEFEVRE
DIRECTOR1.00Yes (X)$0$0$0
DANIEL LEVINE
DIRECTOR1.00Yes (X)$0$0$0
GENIE MURPHY
DIRECTOR (THRU JUN 2025)1.00Yes (X)$0$0$0
WILLIAM PETERSEN
DIRECTOR1.00Yes (X)$0$0$0
ROBIN PINDER-HERNDON
DIRECTOR1.00Yes (X)$0$0$0
NED SCHARFF
DIRECTOR1.00Yes (X)$0$0$0
PAMELA SCHREIBER
DIRECTOR1.00Yes (X)$0$0$0
ARTHUR SPECTOR
DIRECTOR1.00Yes (X)$0$0$0
LENORE STEINER
DIRECTOR1.00Yes (X)$0$0$0
SANDRA SUAREZ
DIRECTOR1.00Yes (X)$0$0$0
JUDE TUMA
DIRECTOR1.001.00Yes (X)$0$0$0
DARREN WINSTON
DIRECTOR1.00Yes (X)$0$0$0
KELSEY BATES
EXECUTIVE DIRECTOR37.50Yes (X)$0$151,801$25,299
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$151,801TotReportableCompRltdOrgAmt
Total Other Compensation$25,299TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
YOUR PARTIME CONTROLLER LLC
1600 MARKET STREETPHILADELPHIAPA19103ACCOUNTING SERVICES$202,455
LIBERTY INTEGRATED SOLUTIONS
1765 WOODHAVEN RD SUITE BBENSALEMPA19020CONSTRUCTION SERVICES$155,200
LIMBACH
175 TITUS AVENUE SUITE 100WARRINGTONPA18976CONSTRUCTION SERVICES$104,266
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$320,015FundraisingAmt
Government Grants$102,153GovernmentGrantsAmt
All Other Contributions$1,413,982AllOtherContributionsAmt
Noncash Contributions$8,200NoncashContributionsAmt
Total Contributions$1,836,150TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION INCOME711300$125,362$125,362
ADMISSIONS711300$72,823$72,823
MUSEUM SHOP711300$13,484$13,484

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,221TotalRevenueColumnAmt
Related Or Exempt Func Income$4,221RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$215,890TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$367,944TotalRevenueColumnAmt
Exclusion$367,944ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$911TotalRevenueColumnAmt
Exclusion$911ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$508,451SecuritiesAmt
Other$1,000,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$452,410SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$56,041SecuritiesAmt
Other$1,000,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,056,041TotalRevenueColumnAmt
Exclusion$1,056,041ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$41,975FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$320,015ContriRptFundraisingEventAmt
Fundraising Direct Expenses$102,387FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$60,412TotalRevenueColumnAmt
Exclusion-$60,412ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,402TotalRevenueColumnAmt
Exclusion$16,402ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,402OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,432,926TotalRevenueColumnAmt
Related Or Exempt Func Income$215,890RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,380,886ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,796TotalAmt
Program Services$104,027ProgramServicesAmt
Management And General$33,336ManagementAndGeneralAmt
Fundraising$45,433FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,066,982TotalAmt
Program Services$607,810ProgramServicesAmt
Management And General$192,768ManagementAndGeneralAmt
Fundraising$266,404FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$302,286TotalAmt
Program Services$170,977ProgramServicesAmt
Management And General$58,278ManagementAndGeneralAmt
Fundraising$73,031FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$107,301TotalAmt
Program Services$60,691ProgramServicesAmt
Management And General$20,687ManagementAndGeneralAmt
Fundraising$25,923FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$163,001TotalAmt
Program Services$53,795ProgramServicesAmt
Management And General$30,539ManagementAndGeneralAmt
Fundraising$78,667FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$47,000TotalAmt
Management And General$47,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,293TotalAmt
Management And General$32,293ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$152,054TotalAmt
Program Services$2,470ProgramServicesAmt
Management And General$149,584ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,287TotalAmt
Program Services$27,756ProgramServicesAmt
Management And General$1,378ManagementAndGeneralAmt
Fundraising$1,153FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,162TotalAmt
Program Services$5,808ProgramServicesAmt
Management And General$25,359ManagementAndGeneralAmt
Fundraising$995FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,906TotalAmt
Program Services$1,906ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$66,943TotalAmt
Program Services$30,388ProgramServicesAmt
Management And General$31,994ManagementAndGeneralAmt
Fundraising$4,561FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,314TotalAmt
Program Services$8,779ProgramServicesAmt
Management And General$14,462ManagementAndGeneralAmt
Fundraising$3,073FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$124,511TotalAmt
Program Services$112,047ProgramServicesAmt
Management And General$12,464ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$50,920TotalAmt
Program Services$33,853ProgramServicesAmt
Management And General$11,613ManagementAndGeneralAmt
Fundraising$5,454FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COLLECTIONS ACQUISITION$122,854$122,854
MISCELLANEOUS$107,114$45,188$22,335$39,591
REPAIRS AND MAINTENANCE$90,706$12,379$77,720$607
DUES AND PUBLICATIONS$19,583$6,461$10,328$2,794

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16,610TotalAmt
Program Services$12,972ProgramServicesAmt
Management And General$3,638ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,743,623TotalAmt
Program Services$1,420,161ProgramServicesAmt
Management And General$775,776ManagementAndGeneralAmt
Fundraising$547,686FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,999EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$689,169BOYAmt
EOY$322,222EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$457,154BOYAmt
EOY$370,870EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$700,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$83,876BOYAmt
EOY$82,754EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,651BOYAmt
EOY$35,813EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,920,598LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,227,256LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,413,336BOYAmt
EOY$4,693,342EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,829,164BOYAmt
EOY$13,875,802EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,506,350BOYAmt
EOY$20,088,802EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$346,622BOYAmt
EOY$358,747EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$861,841BOYAmt
EOY$589,430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,208,463BOYAmt
EOY$948,177EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,003,415BOYAmt
EOY$8,066,043EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,294,472BOYAmt
EOY$11,074,582EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,297,887BOYAmt
EOY$19,140,625EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,506,350BOYAmt
EOY$20,088,802EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$689,303ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,153,435NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,021,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,082,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,213,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,312,932CurrentTaxYearMinus1YearAmt
Current Tax Year$1,836,150CurrentTaxYearAmt
Total$9,466,312TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,021,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,082,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,213,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,312,932CurrentTaxYearMinus1YearAmt
Current Tax Year$1,836,150CurrentTaxYearAmt
Total$9,466,312TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,123,439SubstantialContributorsTotAmt
Public Support Total170$7,342,873PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$217,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$257,637CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$240,887CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$344,198CurrentTaxYearMinus1YearAmt
Current Tax Year$368,855CurrentTaxYearAmt
Total$1,429,157TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,863CurrentTaxYearMinus2YearsAmt
Total$106,069TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,086CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,643CurrentTaxYearMinus2YearsAmt
Current Tax Year$16,402CurrentTaxYearAmt
Total$41,058TotalAmt
FieldValueIRS element (for citing)
Total Support$11,042,596TotalSupportAmt
Gross Receipts Rltd Activities$698,359GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66500PublicSupportCY170Pct
Public Support PY1700.57360PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$47,000OtherActivitiesAmt
Total Lobbying Expenditures$47,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHIRD PARTY PAID TO WORK WITH STATE AND MUNICIPAL LEGISLATORS LOOKING FOR RECOMMENDATIONS FROM GOVERNMENT BODIES FOR FUNDING THROUGH GRANTS AND BUDGET ALLOCATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONAL PROGRAMSOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,742,694BeginningYearBalanceAmt
Investment Earnings Or Losses$841,696InvestmentEarningsOrLossesAmt
Other Expenditures$523,436OtherExpendituresAmt
End Year Balance$13,060,954EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,568,400BeginningYearBalanceAmt
Contributions$350,000ContributionsAmt
Investment Earnings Or Losses$1,337,498InvestmentEarningsOrLossesAmt
Other Expenditures$513,204OtherExpendituresAmt
End Year Balance$12,742,694EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,483,221BeginningYearBalanceAmt
Contributions$1,607,994ContributionsAmt
Investment Earnings Or Losses$964,459InvestmentEarningsOrLossesAmt
Other Expenditures$487,274OtherExpendituresAmt
End Year Balance$11,568,400EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,542,245BeginningYearBalanceAmt
Contributions$884,356ContributionsAmt
Investment Earnings Or Losses-$1,501,113InvestmentEarningsOrLossesAmt
Other Expenditures$442,267OtherExpendituresAmt
End Year Balance$9,483,221EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,492,495BeginningYearBalanceAmt
Contributions$388,000ContributionsAmt
Investment Earnings Or Losses$2,158,708InvestmentEarningsOrLossesAmt
Other Expenditures$496,958OtherExpendituresAmt
End Year Balance$10,542,245EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.06200PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.73700TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,200,000OtherCostOrOtherBasisAmt
Book Value$2,200,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,999,491OtherCostOrOtherBasisAmt
Depreciation$933,008DepreciationAmt
Book Value$2,066,483BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$409,542OtherCostOrOtherBasisAmt
Depreciation$294,248DepreciationAmt
Book Value$115,294BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$311,565OtherCostOrOtherBasisAmt
Book Value$311,565BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,693,342TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT PAYABLE TO FLPFDesc
Amt$589,430Amt
FieldValueIRS element (for citing)
Total Liability$589,430TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:CONTRIBUTED COLLECTION ITEMS, INCLUDING RARE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS AND PERIOD FURNISHINGS ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORIGINAL REAL ESTATE AT 2010 DELANCEY PLACE, WHICH IS INCLUDED IN THE NATIONAL REGISTER OF HISTORIC PLACES AND IS A DESIGNATED LITERARY LANDMARK, IS CONSIDERED A PART OF THE COLLECTION AND IS NOT INCLUDED IN PROPERTY AND EQUIPMENT.
PART III, LINE 4:THE ROSENBACH'S COLLECTIONS SPAN FROM RARE BOOKS AND MANUSCRIPTS TO FINE AND DECORATIVE ARTS, AND PRESENT A BROAD AND INTERNATIONAL VIEW OF LITERARY, ARTISTIC, AND SOCIAL HISTORY. ALTHOUGH THESE HOLDINGS OFTEN REFLECT THE COLLECTING INTERESTS OF PHILIP AND DR. A.S.W. ROSENBACH, THE COLLECTION HAS INCREASED BY A THIRD SINCE THE MUSEUM WAS FOUNDED. NEW ACQUISITIONS HAVE BUILT ON THE STRENGTHS OF THE FOUNDING BEQUEST, WHILE HIGHLIGHTING NEW INTERPRETATIONS, PEOPLE, AND TOPICS THAT HAVE BEEN HISTORICALLY OVERLOOKED. THE LIBRARY AND MANUSCRIPT COLLECTIONS ARE PARTICULARLY STRONG IN AMERICAN HISTORY AND ENGLISH-LANGUAGE LITERATURE OF GREAT BRITAIN AND IRELAND, AND THERE ARE SIMILARLY SIGNIFICANT HOLDINGS IN AMERICAN, CONTINENTAL, AND CLASSICAL LITERATURE, ALONGSIDE JUDAICA, INCUNABULA, CODEX MANUSCRIPTS, FINE PRESS, AND BOOK ARTS. THE ROSENBACH ALSO MANAGES SEVERAL ARCHIVAL COLLECTIONS, INCLUDING THE PAPERS OF THE POET MARIANNE MOORE, THE POET AND PLAYWRIGHT MERCEDES DE ACOSTA, AND THE RUSH, WILLIAMS, AND BIDDLE FAMILIES, AS WELL AS THE ARCHIVES OF THE ROSENBACH COMPANY AND ASSORTED PERSONAL PAPERS OF SEVERAL GENERATIONS OF THE ROSENBACH FAMILY. MANY OF THESE ARCHIVAL COLLECTIONS CONTAIN PHOTOGRAPHS, WHICH TRACE THE DEVELOPMENT OF THE MEDIUM THROUGH THE 19TH AND 20TH CENTURIES. THESE OBJECTS ARE COMPLEMENTED BY UNCOLLECTED PHOTOGRAPHS TAKEN BY OR DEPICTING FIGURES IN THE ROSENBACH'S HOLDINGS OF THE LITERATURE OF GREAT BRITAIN AND IRELAND, INCLUDING LEWIS CARROLL, JAMES JOYCE, AND OSCAR WILDE. THE DECORATIVE ARTS COLLECTION ENCOMPASSES CERAMICS, GLASS, SILVER, FURNITURE, LIGHTING, TEXTILES, JEWELRY, AND OTHER PERSONAL OBJECTS, TIED TO MOORE, ACOSTA, THE ROSENBACH FAMILY, AND MANY OTHER NOTABLE HISTORICAL FIGURES. THE FINE ARTS COLLECTIONS INCLUDE AMERICAN AND EUROPEAN PAINTINGS, WORKS ON PAPER, AND SCULPTURE.
PART V, LINE 4:THE ENDOWMENT OF THE ROSENBACH CONSISTS OF 25 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. AS REQUIRED BY UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:THE FOUNDATION AND THE ROSENBACH HAVE EACH OBTAINED A FAVORABLE DETERMINATION THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EACH IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL AND STATE JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ROSENBACCHANALEvent1Nm
Gross Receipts Event1$361,990GrossReceiptsEvent1Amt
Charitable Contri Event1$320,015CharitableContriEvent1Amt
Gross Revenue Event1$41,975GrossRevenueEvent1Amt
Rent Facility Costs Event1$73,197RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,611FoodAndBeverageEvent1Amt
Entertainment Event1$10,000EntertainmentEvent1Amt
Other Direct Expenses Event1$13,579OtherDirectExpensesEvent1Amt
Gross Receipts Total$361,990GrossReceiptsTotalAmt
Charitable Contributions Tot$320,015CharitableContributionsTotAmt
Gross Revenue Total Events$41,975GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$73,197RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,611FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,579OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$102,387DirectExpenseSummaryEventsAmt
Net Income Summary-$60,412NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKELSEY BATESPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$151,801CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$5,590DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$19,709NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$177,100TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:PAYROLL FILINGS, INCLUDING FORMS W-2, FOR THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA EMPLOYEES ARE HANDLED BY A RELATED PARTY, FREE LIBRARY OF PHILADELPHIA FOUNDATION. THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA REIMBURSES THE FREE LIBRARY OF PHILADELPHIA FOUNDATION FOR THE COSTS ASSOCIATED WITH THESE FILINGS.
FORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION UPDATED ITS CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER SHALL HAVE THE RIGHT TO ELECT THREE MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BTHE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED ONLY BY THE SOLE MEMBER; FREE LIBRARY OF PHILADELPHIA FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE MANAGEMENT AND IS THEN MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY BEFORE BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. DIRECTORS ARE REQUIRED TO DISCLOSE PROMPTLY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING FINANCIAL, BUSINESS, OR FAMILIAL RELATIONSHIPS THAT COULD IMPAIR INDEPENDENCE. DISCLOSURES ARE MADE TO THE CHAIR OF THE BOARD, AND, IN CONJUNCTION WITH THE CHAIR OF THE NOMINATIONS AND GOVERNANCE COMMITTEE, CONFLICTS ARE REVIEWED TO DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS AND WHETHER ANY ACTION IS REQUIRED. DIRECTORS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS, OR VOTES ON THE RELATED MATTER AND MUST RECUSE THEMSELVES FROM SUCH PROCEEDINGS. THE POLICY IS COMMUNICATED TO ALL DIRECTORS UPON ONBOARDING AND IS REVIEWED ANNUALLY BY THE BOARD TO ENSURE ONGOING COMPLIANCE AND EFFECTIVENESS.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS, ACTING IN TANDEM THROUGH ITS FINANCE COMMITTEE AND ITS EXECUTIVE COMMITTEE, SETS THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR ANNUALLY. THIS IS ACCOMPLISHED BY CONSIDERING 1) THE DIRECTOR'S PERFORMANCE AS DOCUMENTED IN AN ANNUAL PERFORMANCE REVIEW, 2) SALARIES OF INDIVIDUALS IN SIMILAR POSITIONS, AS DOCUMENTED BY SALARY SURVEYS RECEIVED AND/OR PURCHASED EACH YEAR FROM THE GREATER PHILADELPHIA CULTURAL ALLIANCE, THE ASSOCIATION OF ART MUSEUM DIRECTORS, THE AMERICAN ASSOCIATION OF MUSEUMS, AND FORMS 990 OF OTHER ORGANIZATIONS, 3) THE FINANCIAL POSITION OF THE MUSEUM ITSELF. ALL OF THE MEMBERS OF THESE TWO COMMITTEES ARE INDEPENDENT DIRECTORS OF THE ORGANIZATION. FOR THE COMPENSATION LEVELS OF KEY STAFF MEMBERS, THE SAME PROCEDURE IS FOLLOWED, BUT WITH THE ADDITIONAL PARTICIPATION AND RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR, BASED ON HIS OWN PERFORMANCE REVIEWS OF THOSE INDIVIDUALS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES CERTAIN OF ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BY-LAWS, DEED OF TRUST) AVAILABLE TO THE PUBLIC ON REQUEST, IT DOES NOT MAKE MINUTES OF MEETINGS OF THE BOARD OF TRUSTEES AND ITS COMMITTEES PUBLIC, NOR INTERNAL FINANCIAL STATEMENTS AND PROJECTIONS. SIMILARLY, THE MUSEUM MAKES COPIES OF ITS POLICY ON CONFLICTS OF INTEREST AVAILABLE TO THE PUBLIC ON REQUEST, BUT NOT THOSE COPIES ACTUALLY SIGNED BY BOARD AND STAFF MEMBERS. FINALLY, THE MUSEUM MAKES AUDITED FINANCIAL STATEMENTS AND FORMS 990 AVAILABLE BY REQUEST (THE FORMS 990 ARE ALSO AVAILABLE ON THE WEBSITES OF THIRD-PARTY ORGANIZATIONS SUCH AS GUIDESTAR). IN ADDITION, THE MUSEUM PRODUCES AN ANNUAL REPORT WITH SUMMARY FINANCIAL INFORMATION DERIVED FROM THE INDEPENDENT AUDIT AND A REVIEW OF THE ACTIVITIES THE ORGANIZATION HAS UNDERTAKEN IN THE PRECEDING YEAR. ANNUAL REPORTS ARE AVAILABLE THROUGH THE MUSEUMS WEBSITE OR CAN BE MAILED TO THOSE PERSONS WHO REQUEST A PRINTED COPY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE FREE LIBRARY OF PHILADELPHIA FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 VINE STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191031189ZIPCd
FieldValueIRS element (for citing)
EIN521173474EIN
Primary ActivitiesTO RUN OPERATIONS OF THE LIBRARYPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.