THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA (EIN 23-1425055)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349305372
- Schema version
- 2023v6.0
- 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 | 2025-05-15T10:21:40-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231425055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBACH MUSEUM AND LIBRARY | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A THE ROSENBACH OF THE FREE LIBRARY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 2157321600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008-2010 DELANCEY PLACE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY BATES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157321600 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOLOMON MARDAKHAEV | PreparerPersonNm |
| PTIN | P01806552 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELSEY BATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008-2010 DELANCEY PLACE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,601,512 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROSENBACH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OPERATION 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 Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,213,312 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,312,932 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $134,347 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $151,734 | CYProgramServiceRevenueAmt |
| PY Investment Income | $483,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $518,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,421 | PYOtherRevenueAmt |
| CY Other Revenue | $975 | CYOtherRevenueAmt |
| PY Total Revenue | $3,894,991 | PYTotalRevenueAmt |
| CY Total Revenue | $1,984,103 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,550,926 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,515,962 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $505,020 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,024,115 | PYOtherExpensesAmt |
| CY Other Expenses | $1,408,150 | CYOtherExpensesAmt |
| PY Total Expenses | $2,575,041 | PYTotalExpensesAmt |
| CY Total Expenses | $2,924,112 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,319,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$940,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,355,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,506,350 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,114,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,208,463 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,241,656 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,297,887 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OPERATION 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." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,410,669 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $146,217 | RevenueAmt |
| Desc | OPERATION OF A MUSEUM AND RESEARCH LIBRARY WITH RELATED EXHIBIT AND EDUCATIONAL ACTIVITIES AND MAINTENANCE OF THE BUILDING WHICH IS AN INTERGRAL PART OF THE COLLECTION. | Desc |
| Total Program Service Expenses | $1,410,669 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157321600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008-2010 DELANCEY PLACE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| AMY COES | |||||||
| CO-VICE CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BENITO CACHINERO - SANCHEZ | |||||||
| CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LENORE STEINER | |||||||
| CO-VICE CHAIR | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA WASHINGTON | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER D NALLE | |||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL LEVINE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANTHU THI PHAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN WINSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE LEFEVRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENIE MURPHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDE TUMA | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN JAMES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M GAGE JOHNSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GREENBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA SCHREIBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DEMENTO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN PINDER-HERNDON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM PETERSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN FOTOPOULOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK GREENBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NED SCHARFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR SPECTOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SUAREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY BATES | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $147,674 | $0 | $19,093 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIMBACH | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 TITUS AVENUE SUITE 100 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | REPAIRS & MAINTENANCE | ServicesDesc |
| Compensation | $114,811 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $189,822 | FundraisingAmt |
| Government Grants | $366,503 | GovernmentGrantsAmt |
| All Other Contributions | $756,607 | AllOtherContributionsAmt |
| Total Contributions | $1,312,932 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 711300 | $76,556 | $76,556 |
| TUITION INCOME | 711300 | $56,877 | $56,877 |
| MUSEUM SHOP | 711300 | $12,784 | $12,784 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,517 | TotalRevenueColumnAmt |
| Exclusion | $5,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $151,734 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,223 | TotalRevenueColumnAmt |
| Exclusion | $343,223 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $975 | TotalRevenueColumnAmt |
| Exclusion | $975 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $749,707 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $574,468 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $175,239 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,239 | TotalRevenueColumnAmt |
| Exclusion | $175,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,941 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $189,822 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,941 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,984,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,217 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $524,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,457 | TotalAmt |
| Program Services | $87,254 | ProgramServicesAmt |
| Management And General | $35,507 | ManagementAndGeneralAmt |
| Fundraising | $41,696 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,068 | TotalAmt |
| Program Services | $562,734 | ProgramServicesAmt |
| Management And General | $238,524 | ManagementAndGeneralAmt |
| Fundraising | $270,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,493 | TotalAmt |
| Program Services | $110,858 | ProgramServicesAmt |
| Management And General | $28,052 | ManagementAndGeneralAmt |
| Fundraising | $49,583 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,944 | TotalAmt |
| Program Services | $53,487 | ProgramServicesAmt |
| Management And General | $13,535 | ManagementAndGeneralAmt |
| Fundraising | $23,922 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,871 | TotalAmt |
| Management And General | $229,871 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,514 | TotalAmt |
| Management And General | $27,514 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,922 | TotalAmt |
| Program Services | $189,353 | ProgramServicesAmt |
| Management And General | $115,144 | ManagementAndGeneralAmt |
| Fundraising | $6,425 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,245 | TotalAmt |
| Program Services | $15,397 | ProgramServicesAmt |
| Management And General | $16 | ManagementAndGeneralAmt |
| Fundraising | $5,832 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,301 | TotalAmt |
| Program Services | $5,629 | ProgramServicesAmt |
| Management And General | $25,788 | ManagementAndGeneralAmt |
| Fundraising | $6,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,266 | TotalAmt |
| Program Services | $8,266 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,263 | TotalAmt |
| Program Services | $29,144 | ProgramServicesAmt |
| Management And General | $34,303 | ManagementAndGeneralAmt |
| Fundraising | $3,816 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,245 | TotalAmt |
| Program Services | $3,569 | ProgramServicesAmt |
| Management And General | $14,550 | ManagementAndGeneralAmt |
| Fundraising | $45,126 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,633 | TotalAmt |
| Program Services | $100,428 | ProgramServicesAmt |
| Management And General | $11,205 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,331 | TotalAmt |
| Program Services | $37,774 | ProgramServicesAmt |
| Management And General | $12,243 | ManagementAndGeneralAmt |
| Fundraising | $6,314 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS ACQUISITION | $141,685 | $141,685 | ||
| REPAIRS AND MAINTENANCE | $112,133 | $8,467 | $102,537 | $1,129 |
| PROGRAMS AND EXHIBITS | $97,962 | $13,579 | $83,593 | $790 |
| MISCELLANEOUS | $29,119 | $6,067 | $15,688 | $7,364 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,660 | TotalAmt |
| Program Services | $36,978 | ProgramServicesAmt |
| Management And General | $20,353 | ManagementAndGeneralAmt |
| Fundraising | $35,329 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,924,112 | TotalAmt |
| Program Services | $1,410,669 | ProgramServicesAmt |
| Management And General | $1,008,423 | ManagementAndGeneralAmt |
| Fundraising | $505,020 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,651 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,081,147 | BOYAmt |
| EOY | $689,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,661 | BOYAmt |
| EOY | $457,154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,771 | BOYAmt |
| EOY | $83,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,127 | BOYAmt |
| EOY | $33,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,519,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,105,731 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,376,250 | BOYAmt |
| EOY | $4,413,336 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,689,853 | BOYAmt |
| EOY | $12,829,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,355,660 | BOYAmt |
| EOY | $18,506,350 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,809 | BOYAmt |
| EOY | $346,622 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,771,195 | BOYAmt |
| EOY | $861,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,114,004 | BOYAmt |
| EOY | $1,208,463 | 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 | $7,327,677 | BOYAmt |
| EOY | $7,003,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,913,979 | BOYAmt |
| EOY | $10,294,472 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,241,656 | BOYAmt |
| EOY | $17,297,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,355,660 | BOYAmt |
| EOY | $18,506,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$940,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $996,240 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,222,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,082,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,213,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,312,932 | CurrentTaxYearAmt |
| Total | $9,852,240 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,222,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,082,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,213,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,312,932 | CurrentTaxYearAmt |
| Total | $9,852,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,708,637 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,143,603 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,198 | CurrentTaxYearAmt |
| Total | $1,254,450 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $36,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,863 | CurrentTaxYearMinus1YearAmt |
| Total | $80,037 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,643 | CurrentTaxYearMinus1YearAmt |
| Total | $33,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,220,028 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,296,648 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,867,194 | BeginningYearBalanceAmt |
| Contributions | $1,346,874 | ContributionsAmt |
| Investment Earnings Or Losses | $4,664,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,601,574 | OtherExpendituresAmt |
| End Year Balance | $45,276,927 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,746,134 | BeginningYearBalanceAmt |
| Contributions | $4,809,597 | ContributionsAmt |
| Investment Earnings Or Losses | $3,114,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,803,037 | OtherExpendituresAmt |
| End Year Balance | $41,867,194 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,980,532 | BeginningYearBalanceAmt |
| Contributions | $2,314,280 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,950,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,597,725 | OtherExpendituresAmt |
| End Year Balance | $35,746,134 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,009,510 | BeginningYearBalanceAmt |
| Contributions | $997,252 | ContributionsAmt |
| Investment Earnings Or Losses | $8,760,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,786,746 | OtherExpendituresAmt |
| End Year Balance | $40,980,532 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,582,919 | BeginningYearBalanceAmt |
| Contributions | $1,091,124 | ContributionsAmt |
| Investment Earnings Or Losses | $1,105,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,770,385 | OtherExpendituresAmt |
| End Year Balance | $33,009,510 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,200,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,831,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $808,497 | DepreciationAmt |
| Book Value | $2,023,313 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $409,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,234 | DepreciationAmt |
| Book Value | $112,308 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,715 | OtherCostOrOtherBasisAmt |
| Book Value | $77,715 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,413,336 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT PAYABLE TO FLPF | Desc |
| Amt | $861,841 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $861,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,874,340 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $996,240 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,255 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $42,941 | OtherRevenueAmt |
| Revenue Not Reported | $1,059,436 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,814,904 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,514 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $141,685 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $169,199 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,984,103 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,818,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,255 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $42,941 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,196 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,754,913 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,514 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $141,685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $169,199 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,924,112 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | FINE ART THE ROSENBACH'S COLLECTION OF PAINTINGS INCLUDES IMPORTANT AMERICAN PORTRAITS BY GILBERT STUART, THOMAS SULLY, BASS OTIS, MATTHEW JOUETT, AND JOHN WESLEY JARVIS; AND EUROPEAN GENRE PAINTINGS INCLUDING THOSE ATTRIBUTED TO ANGELICA KAUFFMAN. MANY PAINTINGS ARE INSTALLED IN THE HISTORIC HOUSE WHERE ROSENBACH FAMILY PORTRAITS AND TRAVEL SOUVENIRS BY ARTISTS OF THE SCHOOL OF CANELETTO LEND A PERSONAL QUALITY TO THE COLLECTION. |
| PART V, LINE 4: | THE ENDOWMENT OF THE FOUNDATION CONSISTS OF 69 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. THE ENDOWMENT OF THE ROSENBACH CONSISTS OF 25 FUNDS ESTABLISHED BY DONORS FOR VARIOUS PURPOSES. THE ENDOWMENT FUNDS ON PART V INCLUDE ENDOWMENT FUNDS OF THE FREE LIBRARY OF PHILADELPHIA FOUNDATION, A RELATED PARTY. 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 YEARS SUBJECT TO AUDIT FOR FEDERAL PURPOSES ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 42,941. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COLLECTION ACQUISITIONS 141,685. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 42,941. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COLLECTION ACQUISITION 141,685. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $232,763 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $189,822 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,941 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,717 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,724 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $232,763 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $189,822 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,941 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,717 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,724 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,941 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY BATES | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $132,467 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $15,207 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,765 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,328 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $166,767 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | PAYROLL FILINGS, INCLUDING FORMS W-2, FOR THE ROSENBACH OF THE FREE LIBRARY EMPLOYEES ARE HANDLED BY A RELATED PARTY, FREE LIBRARY OF PHILADELPHIA FOUNDATION. THE ROSENBACH OF THE FREE LIBRARY REIMBURSES THE FREE LIBRARY OF PHILADELPHIA FOUNDATION FOR THE COSTS ASSOCIATED WITH THESE FILINGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER SHALL HAVE THE RIGHT TO ELECT THREE MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED ONLY BY THE SOLE MEMBER; FREE LIBRARY OF PHILADELPHIA FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT FORM 990 IS EMAILED TO ALL BOARD MEMBERS AS A PDF AS SOON AS IT IS COMPLETED, QUESTIONS AND COMMENTS ARE SOLICITED DURING THE BOARD'S MEETINGS THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 12 | CONFLICTS OF INTEREST MAY ARISE IN A VARIETY OF CIRCUMSTANCES, INCLUDING WHENEVER A DIRECTOR, OR ANY FAMILY MEMBER OF A DIRECTOR, ENGAGES IN ANY BUSINESS TRANSACTION OR OTHER ACTIVITY THAT WOULD POSE OR APPEAR TO POSE A CONFLICT OF INTEREST WITH THE ROSENBACH OR THAT WOULD BE LIKELY TO AFFECT ADVERSELY THE CONFIDENCE OF THE PUBLIC IN THE INTEGRITY OF THE ROSENBACH. WHENEVER A DIRECTOR HAS OR BECOMES AWARE OF A MATTER THAT MAY INVOLVE A CONFLICT OF INTEREST, THE DIRECTOR SHALL PROMPTLY NOTIFY THE CHAIR OF THE BOARD OF THE CONFLICT OR POTENTIAL CONFLICT. THE CHAIR OF THE BOARD AND THE CHAIR OF THE NOMINATIONS AND GOVERNANCE COMMITTEE SHALL JOINTLY DETERMINE, AFTER CONSIDERING ALL AVAILABLE FACTS, WHETHER A POTENTIAL CONFLICT DISCLOSED TO THEM CONSTITUTES AN ACTUAL CONFLICT. THEY SHALL BE ENTITLED TO CONSIDER THE RELATIVE SIGNIFICANCE OF THE CONFLICT AND MAY CONSIDER THE CONFLICT TO BE DE MINIMIS OR OTHERWISE NOT REQUIRING ANY ADDITIONAL ACTION. A DIRECTOR SHALL NOT VOTE ON, APPROVE, OR RECOMMEND ANY CONTRACT OR TRANSACTION IN WHICH THE DIRECTOR HAS AN ACTUAL OR POTENTIAL CONFLICT. IF AN ACTUAL OR POTENTIAL CONFLICT HAS NOT YET BEEN DISCLOSED OR RESOLVED PRIOR TO A REQUESTED VOTE, APPROVAL OR RECOMMENDATION ON THE MATTER, THE POTENTIALLY CONFLICTED DIRECTOR SHALL INFORM THE PERSON PRESIDING AT THE MEETING AT WHICH THE ACTION IS BEING CONSIDERED AND SHALL LEAVE THE MEETING DURING THE DISCUSSION AND VOTE. IF THE PROPOSED ACTION IS PURSUANT TO A UNANIMOUS WRITTEN CONSENT, THE POTENTIALLY CONFLICTED DIRECTOR SHALL NOTIFY THE BOARD CHAIR BEFORE TAKING ANY ACTION IN CONNECTION WITH SUCH CONSENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE 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 19 | THE 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 FINANCIALS 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. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 189,353. MANAGEMENT AND GENERAL EXPENSES 115,144. FUNDRAISING EXPENSES 6,425. TOTAL EXPENSES 310,922. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREE LIBRARY OF PHILADELPHIA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 VINE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521173474 | EIN |
| Primary Activities | TO RUN OPERATIONS OF THE LIBRARY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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