CHARLESTON LIBRARY SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLESTON LIBRARY SOCIETY (EIN 57-0314372)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-16
- IRS object ID
- 202332289349301108
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-16T09:09:30-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273324176 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STREETMAN JONES & POWERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 CHURCH STREET STE 240 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESTON LIBRARY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 8437239912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK MCSPADDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8437239912 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | MCSPADDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R POWERS CPA CVA | PreparerPersonNm |
| PTIN | P00540391 | PTIN |
| Phone | 8437233133 | PhoneNum |
| Preparation | 2023-08-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA PELZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,256,353 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CHARLESTONLIBRARYSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED IN 1748, THE CHARLESTON LIBRARY SOCIETY (THE SOCIETY) IS THE SOUTH'S OLDEST CULTURAL INSTITUTION AND THE SECOND OLDEST CIRCULATING LIBRARY IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,808,734 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,437,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $63,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $127,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,349,143 | PYInvestmentIncomeAmt |
| CY Investment Income | $107,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,885 | PYOtherRevenueAmt |
| CY Other Revenue | $115,564 | CYOtherRevenueAmt |
| PY Total Revenue | $3,273,061 | PYTotalRevenueAmt |
| CY Total Revenue | $1,787,905 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $916,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,120,738 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $121,872 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $816,413 | PYOtherExpensesAmt |
| CY Other Expenses | $881,045 | CYOtherExpensesAmt |
| PY Total Expenses | $1,732,571 | PYTotalExpensesAmt |
| CY Total Expenses | $2,001,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,540,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$213,878 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,304,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,337,092 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,273,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,040,168 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOUNDED IN 1748, THE CHARLESTON LIBRARY SOCIETY (THE SOCIETY) IS THE SOUTH'S OLDEST CULTURAL INSTITUTION AND THE SECOND OLDEST CIRCULATING LIBRARY IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,473,297 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $127,229 | RevenueAmt |
| Desc | THE LIBRARY COLLECTS, PRESERVES AND MAKES AVAILABLE CULTURAL MATERIALS FOR THE USE OF ITS MEMBERS AND RESEARCHERS AROUND THE WORLD. IN ADDITION, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. | Desc |
| Total Program Service Expenses | $1,473,297 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA PELZER | PersonNm |
| Phone | 8437239912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 KING STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANN AUBURN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVENSON BENNETT | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES BRADSHAW | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN DICAMILLO | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAMUEL EASLEY | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH FISHER | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHEVON HERBERT | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HILL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE KEIGHER | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEWIS KUNKEL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILY-ELISE MARTIN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERROLD MITCHELL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE PRINGLE | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| M EDWARD SELLERS | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW TEW | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES TREYZ | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELISA VON MARSCHALL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDY WELLIN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARL WISE | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK MCSPADDEN JR | |||||||||
| PRESIDENT | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DIANA HAMBLETON | |||||||||
| VICE PRESIDENT | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL REYNOLDS | |||||||||
| TREASURER | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GINA STOUFFER | |||||||||
| SECRETARY | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANNE CLEVELAND | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | $157,500 | $0 | $0 | Yes (X) | Yes (X) | |||
| LAURA PELZER | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | $104,000 | $0 | $0 | Yes (X) | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $261,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $722,510 | MembershipDuesAmt |
| Government Grants | $21,250 | GovernmentGrantsAmt |
| All Other Contributions | $693,369 | AllOtherContributionsAmt |
| Noncash Contributions | $124,859 | NoncashContributionsAmt |
| Total Contributions | $1,437,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $127,229 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $127,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,923 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,923 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,869 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,869 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,869 | TotalRevenueColumnAmt |
| Exclusion | $77,869 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,404,289 | SecuritiesAmt |
| Other | $4,233 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,424,705 | SecuritiesAmt |
| Other | $2,757 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$20,416 | SecuritiesAmt |
| Other | $1,476 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$18,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,681 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $40,986 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,695 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,695 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,787,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,229 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $223,547 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,500 | TotalAmt |
| Program Services | $183,050 | ProgramServicesAmt |
| Management And General | $52,300 | ManagementAndGeneralAmt |
| Fundraising | $26,150 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,987 | TotalAmt |
| Program Services | $463,391 | ProgramServicesAmt |
| Management And General | $132,397 | ManagementAndGeneralAmt |
| Fundraising | $66,199 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,954 | TotalAmt |
| Program Services | $28,668 | ProgramServicesAmt |
| Management And General | $8,191 | ManagementAndGeneralAmt |
| Fundraising | $4,095 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,801 | TotalAmt |
| Program Services | $64,961 | ProgramServicesAmt |
| Management And General | $18,560 | ManagementAndGeneralAmt |
| Fundraising | $9,280 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,496 | TotalAmt |
| Program Services | $44,447 | ProgramServicesAmt |
| Management And General | $12,699 | ManagementAndGeneralAmt |
| Fundraising | $6,350 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,240 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,240 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,759 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,323 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $36,323 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,241 | TotalAmt |
| Program Services | $6,517 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,499 | TotalAmt |
| Program Services | $16,874 | ProgramServicesAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
| Fundraising | $3,375 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,922 | TotalAmt |
| Program Services | $25,538 | ProgramServicesAmt |
| Management And General | $6,384 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,941 | TotalAmt |
| Program Services | $48,753 | ProgramServicesAmt |
| Management And General | $12,188 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,785 | TotalAmt |
| Program Services | $12,785 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,169 | TotalAmt |
| Program Services | $216,935 | ProgramServicesAmt |
| Management And General | $54,234 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,035 | TotalAmt |
| Program Services | $52,828 | ProgramServicesAmt |
| Management And General | $13,207 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS | $181,581 | $175,882 | $0 | $5,699 |
| OTHER FEES | $19,189 | $17,270 | $1,919 | $0 |
| MAINTENANCE | $128,532 | $102,826 | $25,706 | $0 |
| EQUIPMENT AND SUPPLIES | $12,215 | $9,772 | $2,443 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,614 | TotalAmt |
| Program Services | $2,800 | ProgramServicesAmt |
| Management And General | $9,814 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,783 | TotalAmt |
| Program Services | $1,473,297 | ProgramServicesAmt |
| Management And General | $406,614 | ManagementAndGeneralAmt |
| Fundraising | $121,872 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,257 | BOYAmt |
| EOY | $2,064,096 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,272 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,437,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,952,384 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,652,235 | BOYAmt |
| EOY | $5,484,955 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,069,220 | BOYAmt |
| EOY | $5,784,653 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,388 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,304,984 | BOYAmt |
| EOY | $13,337,092 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,691 | BOYAmt |
| EOY | $21,454 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,150 | BOYAmt |
| EOY | $268,882 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,200 | BOYAmt |
| EOY | $6,588 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,041 | BOYAmt |
| EOY | $296,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,792 | BOYAmt |
| EOY | $10,892,761 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,151 | BOYAmt |
| EOY | $2,147,407 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,273,943 | BOYAmt |
| EOY | $13,040,168 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,304,984 | BOYAmt |
| EOY | $13,337,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$213,878 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,019,897 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,578,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,032,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,835,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,804,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,437,128 | CurrentTaxYearAmt |
| Total | $10,687,645 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,578,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,032,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,835,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,804,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,437,128 | CurrentTaxYearAmt |
| Total | $10,687,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,687,645 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$401,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,792 | CurrentTaxYearAmt |
| Total | $452,431 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,140,076 | TotalSupportAmt |
| Public Support CY170 | 0.95940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,901,643 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$252,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,929 | OtherExpendituresAmt |
| End Year Balance | $1,556,090 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,773,882 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $208,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,370 | OtherExpendituresAmt |
| End Year Balance | $1,901,643 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,670,519 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $77,518 | OtherExpendituresAmt |
| End Year Balance | $1,773,882 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,525,622 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $312,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $167,294 | OtherExpendituresAmt |
| End Year Balance | $1,670,519 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,491,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $94,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,697 | OtherExpendituresAmt |
| End Year Balance | $1,525,622 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $264,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $264,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,523,802 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,491,306 | DepreciationAmt |
| Book Value | $5,032,496 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $649,537 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $461,078 | DepreciationAmt |
| Book Value | $188,459 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,484,955 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY LEASE DEPOSIT | $3,200 |
| OPERATING LEASE LIABILITIES | $3,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,588 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $731,684 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,019,897 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,019,897 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,751,581 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,323 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $36,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,787,905 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,965,460 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,965,460 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,323 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,323 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,001,783 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 4 | THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD FASB ASC 958-310-50, COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATIONS ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED FUNDS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED FUNDS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECORDED IN THE STATEMENTS OF ACTIVITIES. THE COLLECTION CONTAINS HISTORICALLY SIGNIFICANT ORIGINAL LETTERS AND LEGAL DOCUMENTS THAT ARE CONSIDERED PRICELESS AND ARE MAINTAINED IN A VAULT AND BOUND IN A LIGHT PROTECTED ENVIRONMENT. |
| Pt V, Line 4 | The Society's investment policy intends for the Society to invest in assets that would produce results exceeding the investment's purchase price and incur a significant yield of return, while assuming a moderate level of investment risk. The Society expects its Investment Fund, over time, to provide a reasonable rate of return. To satisfy the long-term rate-of-return objective, the Society relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized) and current yield (interest and dividends). The Society targets a diversified asset allocation that places a greater emphasis on marketable equity and debt securities and money-market accounts to achieve its long-term return objectives within prudent risk constraints. |
| Pt XI, Line 4b | Rounding |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE CLEVELAND | PersonNm |
| Base Compensation Filing Org | $157,500 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,663 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $166,163 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $122,791 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I col(b) | Publicly traded security donations. |
| Pt I Line 32b | Investment Company receives and sells non-cash securities |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: INSTITUATION AND THE SECOND OLDEST LIBRARY IN THE UNITED STATES. FOR MORE THAN 270 YEARS, IT HAS COLLECTED, PRESERVED AND MADE AVAILABLE CULTURAL MATERIALS FOR THE USE OF ITS MEMBERS AND RESEARCHERS AROUND THE WORLD. TODAY, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. |
| Other | FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MEMBERS AND RESEARCHERS AROUND THE WORLD. TODAY, IT IS A CIRCULATING LIBRARY AND A REPOSITORY OF RARE BOOKS PERIODICALS, MANUSCRIPTS, CLIPPINGS, MAPS, DIRECTORIES, ALMANACS AND VISUAL MATERIALS. |
| Pt VI, Line 6 | THE SOCIETY IS A MEMBERSHIP ORGANIZATION AND A MEMBERSHIP MEETING IS HELD ANNUALLY. |
| Pt VI, Line 7a | A SLATE OF OFFICERS ARE ELECTED AT THE ANNUAL MEMBERSHIP MEETING. |
| Pt VI, Line 7b | USE OF ENDOWMENT FUNDS. |
| Pt VI, Line 11b | THE EXECUTIVE DIRECTOR,THE DIRECTOR OF DEVELOPMENT AND THE TREASURER REVIEW THE TAX RETURN PRELIMINARILY. THE TAX RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE. |
| Pt VI, Line 12c | THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY WITH MEMBERS ANNUALLY. |
| Pt VI, Line 15a | THE BOARD OF DIRECTORS APPOINTS A BENEFITS COMMITTEE THAT DOES A SALARY COMPARISON TO OTHER NON-PROFITS IN THE LOCAL AREA. |
| Pt VI, Line 15b | THE BOARD OF DIRECTORS APPOINTS A BENEFITS COMMITTEE THAT DOES A SALARY COMPARISON TO OTHER NON-PROFITS IN THE LOCAL AREA. |
| Pt VI, Line 19 | INFORMATION IS PROVIDED THROUGH GUIDESTAR AND THE ONLINE WEBSITE. REQUEST FOR ADDITIONAL INFORMATION MAY BE SUBMITTED TO THE EXECUTIVE DIRECTOR. |
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