INDUSTRIAL ARCHIVES & LIBRARY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INDUSTRIAL ARCHIVES & LIBRARY (EIN 47-3349032)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-01-15
- IRS object ID
- 202430169349100178
- Schema version
- 2021v4.2
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-15T15:33:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473349032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL ARCHIVES & LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDU | BusinessNameControlTxt |
| Phone | 6108681115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 W FOURTH ST | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN G DONCHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108681115 | PhoneNum |
| Signature | 2024-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | DONCHES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY L PIETROUCHIE CPA | PreparerPersonNm |
| PTIN | P01623121 | PTIN |
| Phone | 6104335501 | PhoneNum |
| Preparation | 2024-01-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,430,915 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $221 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $305,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,587 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $305,587 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $64,163 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $64,163 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $41,172 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $205,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,767 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $45 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $45 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $45 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $575,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $511,575 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $370,016 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $184,621 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $180,121 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,256 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,096 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,439 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,377 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $53,077 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,596 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,639 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $3,018 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,885 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,885 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,661 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $46,931 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,798 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $69,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,103 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,742 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,610 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $54 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $54 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79,010 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $102,001 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,738 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $875,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $114,684 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $715,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $875,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $114,684 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $715,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $255,332 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,672 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $708,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,284 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,139 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,405 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,405 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $15,022,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,786,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,786,457 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,362,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $215,359 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $697,594 | LandBOYAmt |
| Land EOY | $2,146,830 | LandEOYAmt |
| Land EOYFMV | $2,146,830 | LandEOYFMVAmt |
| Other Assets BOY | $116,581 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,939 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,939 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,565,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,430,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,430,915 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,821 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,678 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $1,400,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $41,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,443,178 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $910,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $940,123 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $15,613,299 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $17,047,614 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,523,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,987,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,565,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,430,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,523,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,764,321 | OtherIncreasesAmt |
| Subtotal | $17,987,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,987,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $205,767 | GrossSalesPriceAmt |
| Gain Or Loss | $205,767 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $205,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,634 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,285 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,919 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,960 | OverpaymentAmt |
| Applied To ES Tax | $5,960 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.INDUSTRIALARCHIVES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL ARCHIVES & LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108681115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 W FOURTH ST | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH R SMITH | ||||||||
| 1027 STONE STACK DRIVE | BETHLEHEM | PA | 18015 | CHAIRMAN/TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN G DONCHES | ||||||||
| 18 W FOURTH ST | BETHLEHEM | PA | 18015 | PRESIDENT | 40.00 | $100,000 | $10,094 | $0 |
| MICHAEL M ALBARELL | ||||||||
| 1053 RESOLUTION DRIVE | BETHLEHEM | PA | 18019 | TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J MYERS | ||||||||
| 707 E MACADA ROAD | BETHLEHEM | PA | 18017 | SECRETARY/ASSISTANT TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL KORB | ||||||||
| 626 BIRCH ROAD | WAPWALLOPEN | PA | 18660 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PEGGY P COOK | ||||||||
| 1043 STONE STACK DRIVE | BETHLEHEM | PA | 18015 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES COOK | ||||||||
| 1043 STONE STACK DRIVE | BETHLEHEM | PA | 18015 | TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT W BILHEIMER | ||||||||
| 18 W FOURTH STREET | BETHLEHEM | PA | 18015 | GENERAL MANAGER | 40.00 | $72,000 | $22,119 | $0 |
| NICHOLAS P ZMIJEWSKI | ||||||||
| 18 W FOURTH STREET | BETHLEHEM | PA | 18015 | ARCHIVIST | 40.00 | $67,000 | $8,890 | $0 |
| MISSY NERINO | ||||||||
| 18 W FOURTH STREET | BETHLEHEM | PA | 18015 | ARCHIVIST | 40.00 | $45,400 | $12,077 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INDUSTRIAL ARCHIVES & LIBRARY ("IAL") IS A NON-PROFIT 501(C)(3) PRIVATE OPERATING FOUNDATION ESTABLISHED JANUARY 1, 2015. IAL WORKS TO PRESERVE THE RECORDS OF AMERICAN INDUSTRY AND TO MAKE THOSE RECORDS AVAILABLE FOR EDUCATION AND RESEARCH TO SCHOLARS, RESEARCHERS, AND THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $715,513 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,203,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,643,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,643,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,393,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $819,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $715,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $498,073 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,213,586 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-06-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $255,332 | CurrentYearAmt |
| Year1 | $186,434 | Year1Amt |
| Year2 | $288,811 | Year2Amt |
| Year3 | $207,915 | Year3Amt |
| Total | $938,492 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $217,032 | CurrentYearAmt |
| Year1 | $158,469 | Year1Amt |
| Year2 | $245,489 | Year2Amt |
| Year3 | $176,728 | Year3Amt |
| Total | $797,718 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,213,586 | CurrentYearAmt |
| Year1 | $673,684 | Year1Amt |
| Year2 | $672,334 | Year2Amt |
| Year3 | $596,173 | Year3Amt |
| Total | $3,155,777 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,213,586 | CurrentYearAmt |
| Year1 | $673,684 | Year1Amt |
| Year2 | $672,334 | Year2Amt |
| Year3 | $596,173 | Year3Amt |
| Total | $3,155,777 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $546,463 | CurrentYearAmt |
| Year1 | $466,265 | Year1Amt |
| Year2 | $470,249 | Year2Amt |
| Year3 | $476,333 | Year3Amt |
| Total | $1,959,310 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,587 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $41,172 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,767 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41,172 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $511,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,792 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $37,777 | $0 | $0 | $37,477 |
| AUDIT/TAX PREPARATION | $18,600 | $0 | $0 | $15,600 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING - 18 W. FOURTH STREET | 2015-01-01 | $710,000 | $109,230 | SL | 39.000000000000 | $18,204 | $0 | $0 |
| STORAGE RACKS | 2015-07-01 | $2,079 | $1,144 | SL | 10.000000000000 | $208 | $0 | $0 |
| STORAGE RACKS | 2015-12-01 | $3,690 | $1,875 | SL | 10.000000000000 | $369 | $0 | $0 |
| STORAGE RACKS | 2016-02-01 | $3,356 | $1,651 | SL | 10.000000000000 | $336 | $0 | $0 |
| HEPA VACUUMS | 2016-02-01 | $4,090 | $4,090 | SL | 4.000000000000 | $0 | $0 | $0 |
| HP WORKSTATIONS | 2016-03-01 | $3,328 | $3,328 | SL | 4.000000000000 | $0 | $0 | $0 |
| EPSON PRINTER | 2016-05-01 | $3,230 | $3,230 | SL | 4.000000000000 | $0 | $0 | $0 |
| FLAT FILE CABINET | 2016-06-01 | $7,206 | $3,304 | SL | 10.000000000000 | $721 | $0 | $0 |
| STORAGE SYSTEM | 2016-09-01 | $3,001 | $1,300 | SL | 10.000000000000 | $300 | $0 | $0 |
| GUILLOTINE PAPER TRIMMER | 2017-01-01 | $2,976 | $1,191 | SL | 10.000000000000 | $298 | $0 | $0 |
| STORAGE RACKS | 2017-06-01 | $15,168 | $5,436 | SL | 10.000000000000 | $1,517 | $0 | $0 |
| SCANPRO 3000 | 2017-12-01 | $52,004 | $16,034 | SL | 10.000000000000 | $5,200 | $0 | $0 |
| PCS FO SCAN PRO 3000 | 2017-12-01 | $6,153 | $4,743 | SL | 4.000000000000 | $1,410 | $0 | $0 |
| SANTA FE CLASSIC AIR SYSTEM | 2017-08-01 | $3,675 | $1,256 | SL | 10.000000000000 | $368 | $0 | $0 |
| IMPROVED AIR SUPPLY SYSTEM | 2017-08-01 | $4,880 | $1,667 | SL | 10.000000000000 | $488 | $0 | $0 |
| FLAT FILE CABINET | 2018-06-01 | $4,781 | $1,235 | SL | 10.000000000000 | $478 | $0 | $0 |
| FLAT FILE CABINET | 2018-06-01 | $3,042 | $785 | SL | 10.000000000000 | $304 | $0 | $0 |
| VIDEO EQUIPMENT - ORAL HISTORIES | 2018-08-01 | $5,984 | $2,892 | SL | 5.000000000000 | $1,197 | $0 | $0 |
| FREEZER | 2018-11-01 | $3,185 | $691 | SL | 10.000000000000 | $319 | $0 | $0 |
| WALL BOOKSHELF | 2019-02-01 | $3,161 | $579 | SL | 10.000000000000 | $316 | $0 | $0 |
| WALL BOOKSHELF | 2019-03-01 | $2,906 | $509 | SL | 10.000000000000 | $291 | $0 | $0 |
| WALL AND BASE CABINETS | 2019-04-01 | $3,798 | $633 | SL | 10.000000000000 | $380 | $0 | $0 |
| WALL AND BASE CABINETS | 2019-06-01 | $3,456 | $519 | SL | 10.000000000000 | $346 | $0 | $0 |
| SHELVING | 2019-11-01 | $6,562 | $711 | SL | 10.000000000000 | $656 | $0 | $0 |
| FIRE EXTINGUISHERS | 2020-01-01 | $4,311 | $395 | SL | 10.000000000000 | $431 | $0 | $0 |
| THINKPADS | 2021-12-31 | $6,193 | SL | 4.000000000000 | $0 | $0 | $0 | |
| LAND - IAL ALLOCATION | 2021-07-31 | $123,367 | L | $0 | $0 | $0 | ||
| LAND - 1402 LINDEN | 2021-07-31 | $59,094 | L | $0 | $0 | $0 | ||
| LAND - 1404 LINDEN | 2021-07-31 | $44,106 | L | $0 | $0 | $0 | ||
| LAND - 1406 LINDEN | 2021-07-31 | $59,094 | L | $0 | $0 | $0 | ||
| LAND - 1414 MILLARD (NET OF IAL ALLOCATION) | 2021-07-31 | $123,285 | L | $0 | $0 | $0 | ||
| LAND - PARKING LOT | 2021-07-31 | $14,131 | L | $0 | $0 | $0 | ||
| 1414 OFFICE BUILDING - IAL | 2021-07-31 | $374,706 | SL | 39.000000000000 | $3,996 | $0 | $0 | |
| 1414 OFFICE BUILDING - UNRELATED | 2021-07-31 | $374,456 | SL | 39.000000000000 | $3,993 | $0 | $3,993 | |
| 1402 LINDEN STRUCTURE | 2021-07-31 | $115,404 | SL | 27.500000000000 | $1,745 | $0 | $1,745 | |
| 1404 LINDEN STRUCTURE | 2021-07-31 | $125,039 | SL | 27.500000000000 | $1,891 | $0 | $1,891 | |
| 1406 LINDEN STRUCTURE | 2021-07-31 | $72,368 | SL | 27.500000000000 | $1,095 | $0 | $1,095 | |
| PARKING LOT - STRUCTURE | 2021-07-31 | $4,924 | SL | 27.500000000000 | $74 | $0 | $74 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EXCEPTION TO SELF-DEALING | FORM 990-PF, PART VI-B, LINE 1A(4) AND 1B | THE ORGANIZATION HAS DETERMINED THAT IT IS NOT SUBJECT TO THE EXCISE TAX FOR SELF-DEALING FOR COMPENSATION TO A DISQUALIFIED PERSON. THE INDUSTRIAL ARCHIVES & LIBRARY COMPENSATED THE PRESIDENT FOR SERVICES PERFORMED MANAGING THE ORGANIZATION AND FULFILLING ITS CHARITABLE PURPOSE. BASED UPON A COMPARATIVE STUDY, IT ESTABLISHED A COMPENSATION LEVEL COMMENSURATE WITH THE RESPONSIBILITIES OF THE POSITION THAT WAS DEEMED TO BE REASONABLE AND NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSE. |
| AMENDED RETURN EXPLANATION | FORM 990-PF, ITEM G | TAXPAYER'S EXTERNAL ADVISORS IDENTIFIED THAT THE ORGANIZATION HAD TAKEN PART IN SELF-DEALING TRANSACTIONS WITH A DISQUALIFIED PERSON. THE ACTIVITY RELATED TO THE RENTAL OF REAL PROPERTY BETWEEN THE ORGANIZATION AND THE DISQUALIFIED PERSON. THE SELF-DEALING REAL PROPERTY RENTAL TRANSACTIONS OCCURRED FROM TAX YEAR 2016 TO 2021. THE TAXPAYER AND DISQUALIFIED PERSON TERMINATED THE REAL PROPERTY RENTAL IN TAX YEAR 2021. THE RENT CHARGED BY THE DISQUALIFIED PERSON TO THE TAXPAYER WAS "BELOW MARKET" RENT. TAXPAYER, THE FOUNDATION MANAGERS, AND DISQUALIFIED PERSON WERE UNAWARE THAT THE RENTAL TRANSACTIONS (EVEN AT BELOW MARKET RATES) WERE A SELF-DEALING TRANSACTIONS. IN FUTURE, THE TAXPAYER WILL EMPLOY SPECIAL DILIGENCE TO ENSURE THAT ALL TRANSACTIONS WITH DISQUALIFIED PERSONS ARE COMPLIANT WITH IRS REQUIREMENTS GOVERNING PRIVATE FOUNDATIONS.PURSUANT TO TREASUREY REGULATION 53.4941(E)-1(C)(5), SELF-DEALING RENTAL TRANSACTIONS REQUIRE REPAYMENT OF RENTAL PAYMENTS IN EXCESS OF FAIR MARKET VALUE. SINCE THE RENT IN THE ABOVE TRANSACTION WAS "BELOW MARKET", NO REPAYMENT IS REQUIRED. THE CORRECTION TO THE SELF-DEALING WAS MADE THROUGH THE TERMINATION OF THE RENTAL TRANSACTION.THE RETURN IS BEING AMENDED TO UPDATE PART VI-B, QUESTION 1A(1), 1B, AND 1D. THESE QUESTIONS SHOULD NOW BE CORRECTLY MARKED AS "YES" AS THE SELF-DEALING OCCURRED AND HAD NOT BEEN CORRECTED AS OF 1/1/2021. THE SELF-DEALING WAS CORRECTED VIA TERMINATION OF THE LEASE IN 2021.FORM 4720 IS ALSO BEING FILED AND SUBMITTED SINCE THE ACTS OF SELF-DEALING HAVE OCCURRED. BOTH THE ORGANIZATION AND THE SELF-DEALER ARE FILING FORM 4720. THE SELF-DEALER WILL BE PAYING THE EXICSE TAX WITH THEIR FORM 4720.THE FOUNDATION MANAGERS ARE NOT SUBJECT TO THE TAX AS THEIR ACTIONS WERE NOT WILLFUL AND HAD REASONABLE CAUSE FOR THEIR ACTIONS. THEY WERE NOT AWARE OF THE LEASING PROHIBITION, AND THE LEASING IN QUESTION BEGAN IN MOST CASES BEFORE THE LESSOR BECAME A DISQUALIFIED PERSON. THE LEASES WERE TERMINATED EVEN BEFORE THE ISSUE WAS DISCOVERED. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | FMV | $4,107,838 | $4,107,838 |
| HEDGE FUNDS | FMV | $614,527 | $614,527 |
| MUTUAL FUNDS | FMV | $12,064,092 | $12,064,092 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING - 18 W. FOURTH STREET | $710,000 | $127,434 | $582,566 |
| STORAGE RACKS | $2,079 | $1,352 | $727 |
| STORAGE RACKS | $3,690 | $2,244 | $1,446 |
| STORAGE RACKS | $3,356 | $1,987 | $1,369 |
| HEPA VACUUMS | $4,090 | $4,090 | $0 |
| HP WORKSTATIONS | $3,328 | $3,328 | $0 |
| EPSON PRINTER | $3,230 | $3,230 | $0 |
| FLAT FILE CABINET | $7,206 | $4,025 | $3,181 |
| STORAGE SYSTEM | $3,001 | $1,600 | $1,401 |
| GUILLOTINE PAPER TRIMMER | $2,976 | $1,489 | $1,487 |
| STORAGE RACKS | $15,168 | $6,953 | $8,215 |
| SCANPRO 3000 | $52,004 | $21,234 | $30,770 |
| PCS FO SCAN PRO 3000 | $6,153 | $6,153 | $0 |
| SANTA FE CLASSIC AIR SYSTEM | $3,675 | $1,624 | $2,051 |
| IMPROVED AIR SUPPLY SYSTEM | $4,880 | $2,155 | $2,725 |
| FLAT FILE CABINET | $4,781 | $1,713 | $3,068 |
| FLAT FILE CABINET | $3,042 | $1,089 | $1,953 |
| VIDEO EQUIPMENT - ORAL HISTORIES | $5,984 | $4,089 | $1,895 |
| FREEZER | $3,185 | $1,010 | $2,175 |
| WALL BOOKSHELF | $3,161 | $895 | $2,266 |
| WALL BOOKSHELF | $2,906 | $800 | $2,106 |
| WALL AND BASE CABINETS | $3,798 | $1,013 | $2,785 |
| WALL AND BASE CABINETS | $3,456 | $865 | $2,591 |
| SHELVING | $6,562 | $1,367 | $5,195 |
| FIRE EXTINGUISHERS | $4,311 | $826 | $3,485 |
| THINKPADS | $6,193 | $0 | $6,193 |
| LAND - IAL ALLOCATION | $123,367 | $0 | $123,367 |
| LAND - 1402 LINDEN | $59,094 | $0 | $59,094 |
| LAND - 1404 LINDEN | $44,106 | $0 | $44,106 |
| LAND - 1406 LINDEN | $59,094 | $0 | $59,094 |
| LAND - 1414 MILLARD (NET OF IAL ALLOCATION) | $123,285 | $0 | $123,285 |
| LAND - PARKING LOT | $14,131 | $0 | $14,131 |
| 1414 OFFICE BUILDING - IAL | $374,706 | $3,996 | $370,710 |
| 1414 OFFICE BUILDING - UNRELATED | $374,456 | $3,993 | $370,463 |
| 1402 LINDEN STRUCTURE | $115,404 | $1,745 | $113,659 |
| 1404 LINDEN STRUCTURE | $125,039 | $1,891 | $123,148 |
| 1406 LINDEN STRUCTURE | $72,368 | $1,095 | $71,273 |
| PARKING LOT - STRUCTURE | $4,924 | $74 | $4,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $19,165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,439 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $10,740 | $13,939 | $13,939 |
| PROPERTY ACQUISITION DEPOSIT | $105,841 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $79,010 | $79,010 | $79,010 | $0 |
| OFFICE EQUIPMENT - NON-CAPITAL | $1,116 | $0 | $0 | $1,116 |
| EQUIPMENT RENTAL | $31,075 | $0 | $0 | $29,971 |
| OFFICE EXPENSE | $12,722 | $0 | $0 | $12,554 |
| BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS | $1,368 | $0 | $0 | $1,368 |
| POSTAGE | $2,138 | $0 | $0 | $2,169 |
| SUPPLIES | $6,082 | $0 | $0 | $3,221 |
| MEMBERSHIPS/LICENSE FEES | $1,333 | $0 | $0 | $1,333 |
| INSURANCE | $14,476 | $0 | $0 | $12,935 |
| PAYROLL FEES | $1,415 | $0 | $0 | $1,415 |
| ARCHIVAL MATERIALS CONSERVATION | $35,074 | $0 | $0 | $34,966 |
| TRANSCRIPTION SERVICES | $105 | $0 | $0 | $105 |
| SOFTWARE | $10,460 | $0 | $0 | $10,460 |
| BUSINESS PRIVILEGE TAX | $50 | $0 | $0 | $50 |
| WEBSITE | $62 | $0 | $0 | $62 |
| ONLINE LIBRARY ACCESS (OCLC) | $23,830 | $0 | $0 | $28,771 |
| TEMPORARY ARCHIVE STORAGE | $3,563 | $0 | $0 | $3,563 |
| PURCHASED COLLECTIONS | $55 | $0 | $0 | $55 |
| ARTIFACT RELOCATION | $574 | $0 | $0 | $574 |
| SPONSORSHIPS | $2,000 | $0 | $0 | $2,000 |
| BANK FEES | $50 | $0 | $0 | $50 |
| RENTAL EXPENSES | -$22,991 | -$22,991 | $0 | $0 |
| RENTAL EXPENSES | $22,991 | $22,991 | $22,991 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,764,321 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARCHIVAL SERVICES | $43,640 | $0 | $0 | $44,060 |
| OTHER PROFESSIONAL SERVICES | $2,536 | $0 | $0 | $2,536 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT INCOME TAX | $6,000 | $0 | $0 | $580 |
| FOREIGN TAX EXPENSE | $0 | $3,885 | $3,885 | $0 |
| UNRELATED BUSINESS INCOME TAX | $5,600 | $0 | $0 | $0 |
| REAL ESTATE TAXES | $12,827 | $0 | $0 | $8,081 |
Comments