2023-11-13T16:14:20-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2022-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 STEPHEN G DONCHES PRESIDENT 6108681115 2023-11-10 1 STEPHEN DONCHES XXX-XX-XXXX 0 HARRY L PIETROUCHIE CPA P01623121 6104335501 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 15854139 X X 635 635 635 371269 371269 371269 152074 9952 152074 39236 -44989 1960898 97954 0 97 97 97 479086 479810 524075 100000 0 0 100000 227455 297 4522 228616 103576 0 0 98604 14353 0 0 16295 60000 0 0 60750 66184 0 0 61664 46414 1971 30051 14891 41798 6296 23950 15359 65726 0 21155 70361 1948 29697 42168 11765 0 0 11524 160 0 0 160 301513 76019 82608 216940 1109305 86531 191983 866971 0 0 1109305 86531 191983 866971 -630219 393279 332092 31181 31181 457284 441718 441718 26405 27840 27840 16786457 13180254 13180254 2412536 283083 2146830 2129453 2129453 13939 43693 43693 19430915 15854139 15854139 41678 44832 1400000 1400000 1500 32878 1443178 1477710 X 940123 1376429 17047614 13000000 17987737 14376429 19430915 15854139 17987737 -630219 0 17357518 2981089 14376429 SALES OF PUBLICLY TRADED SECURITIES 871934 827296 44638 44638 SALES OF PUBLICLY TRADED SECURITIES 99705 102876 -3171 -3171 SALES OF PUBLICLY TRADED SECURITIES 841211 932772 -91561 -91561 CAPITAL GAINS DIVIDENDS P 148048 148048 148048 97954 -3171 5467 0 5467 0 5467 5960 0 1500 0 7460 0 1993 1993 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 1 0 0 0 1 WWW.INDUSTRIALARCHIVES.ORG INDUSTRIAL ARCHIVES & LIBRARY 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH R SMITH 1027 STONE STACK DRIVE BETHLEHEM PA 18015 CHAIRMAN/TRUSTEE 1.00 0 0 0 STEPHEN G DONCHES 18 W FOURTH ST BETHLEHEM PA 18015 PRESIDENT 40.00 100000 47597 0 MICHAEL M ALBARELL 1053 RESOLUTION DRIVE BETHLEHEM PA 18019 TREASURER/TRUSTEE 1.00 0 0 0 DAVID J MYERS 707 E MACADA ROAD BETHLEHEM PA 18017 SECRETARY/ASSISTANT TREASURER/TRUSTEE 1.00 0 0 0 MICHAEL KORB 626 BIRCH ROAD WAPWALLOPEN PA 18660 TRUSTEE 1.00 0 0 0 PEGGY P COOK 1043 STONE STACK DRIVE BETHLEHEM PA 18015 TRUSTEE 1.00 0 0 0 CHARLES COOK 1043 STONE STACK DRIVE BETHLEHEM PA 18015 TREASURER/TRUSTEE 1.00 0 0 0 ROBERT W BILHEIMER 18 W FOURTH STREET BETHLEHEM PA 18015 GENERAL MANAGER 40.00 77000 26220 0 NICHOLAS P ZMIJEWSKI 18 W FOURTH STREET BETHLEHEM PA 18015 ARCHIVIST 40.00 73000 10764 0 MISSY NERINO 18 W FOURTH STREET BETHLEHEM PA 18015 ARCHIVIST 40.00 53100 25786 0 0 NONE 0 INDUSTRIAL ARCHIVES & LIBRARY ("IAL") IS A NON-PROFIT 501(C)(3) PRIVATE OPERATING FOUNDATION ESTABLISHED JANUARY 1, 2015. IAL WORKS TO PRESERVE THE RECORDS OF AMERICAN INDUSTRY AND TO MAKE THOSE RECORDS AVAILABLE FOR EDUCATION AND RESEARCH TO SCHOLARS, RESEARCHERS, AND THE GENERAL PUBLIC. 866971 0 14617156 177282 961929 15756367 0 906448 14849919 222749 14627170 731359 X 866971 0 48171 915142 2015-06-10 X 332092 255332 186434 288811 1062669 282278 217032 158469 245489 903269 915142 1213586 673684 672334 3474746 0 0 0 0 0 915142 1213586 673684 672334 3474746 0 0 487573 546463 466265 470249 1970550 0 0 0 0 X 0 0 14 635 14 371269 531110 36669 16 2567 18 -44989 05 97 36669 329579 0 366248 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 44450 0 0 42200 AUDIT/TAX PREPARATION 15550 0 0 18550 WEBSITE 2022-11-01 35964 3.000000000000 1998 0 0 1998 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 127434 SL 39.000000000000 18205 0 0 STORAGE RACKS 2015-07-01 2079 1352 SL 10.000000000000 208 0 0 STORAGE RACKS 2015-12-01 3690 2244 SL 10.000000000000 369 0 0 STORAGE RACKS 2016-02-01 3356 1987 SL 10.000000000000 336 0 0 HEPA VACUUMS 2016-02-01 4090 4090 SL 4.000000000000 0 0 0 HP WORKSTATIONS 2016-03-01 3328 3328 SL 4.000000000000 0 0 0 EPSON PRINTER 2016-05-01 3230 3230 SL 4.000000000000 0 0 0 FLAT FILE CABINET 2016-06-01 7206 4025 SL 10.000000000000 721 0 0 STORAGE SYSTEM 2016-09-01 3001 1600 SL 10.000000000000 300 0 0 GUILLOTINE PAPER TRIMMER 2017-01-01 2976 1489 SL 10.000000000000 298 0 0 STORAGE RACKS 2017-06-01 15168 6953 SL 10.000000000000 1517 0 0 SCANPRO 3000 2017-12-01 52004 21234 SL 10.000000000000 5200 0 0 PCS FO SCAN PRO 3000 2017-12-01 6153 6153 SL 4.000000000000 0 0 0 SANTA FE CLASSIC AIR SYSTEM 2017-08-01 3675 1624 SL 10.000000000000 367 0 0 IMPROVED AIR SUPPLY SYSTEM 2017-08-01 4880 2155 SL 10.000000000000 488 0 0 FLAT FILE CABINET 2018-06-01 4781 1713 SL 10.000000000000 478 0 0 FLAT FILE CABINET 2018-06-01 3042 1089 SL 10.000000000000 304 0 0 VIDEO EQUIPMENT - ORAL HISTORIES 2018-08-01 5984 4089 SL 5.000000000000 1197 0 0 FREEZER 2018-11-01 3185 1010 SL 10.000000000000 319 0 0 WALL BOOKSHELF 2019-02-01 3161 895 SL 10.000000000000 316 0 0 WALL BOOKSHELF 2019-03-01 2906 800 SL 10.000000000000 291 0 0 WALL AND BASE CABINETS 2019-04-01 3798 1013 SL 10.000000000000 380 0 0 WALL AND BASE CABINETS 2019-06-01 3456 865 SL 10.000000000000 346 0 0 SHELVING 2019-11-01 6562 1367 SL 10.000000000000 656 0 0 FIRE EXTINGUISHERS 2020-01-01 4311 826 SL 10.000000000000 431 0 0 THINKPADS 2021-12-31 6193 SL 4.000000000000 1548 0 0 LAND - IAL ALLOCATION 2021-07-31 123367 L 0 0 0 1414 OFFICE BUILDING - IAL 2021-07-31 374706 3996 SL 39.000000000000 9608 0 0 DELL OPTIFLEX PC & INSTALLATION 2022-07-01 2176 SL 4.000000000000 180 0 0 ZOOM SYSTEM 2022-06-01 6219 SL 5.000000000000 414 0 0 LENOVO THINKPAD 2022-10-01 2291 SL 4.000000000000 94 0 0 4TH STREET 1ST FLOOR A/C 2022-11-01 3697 SL 10.000000000000 0 0 0 LAND - 1402 LINDEN 2021-07-31 59094 L 0 0 0 LAND - 1404 LINDEN 2021-07-31 44106 L 0 0 0 LAND - 1406 LINDEN 2021-07-31 59094 L 0 0 0 LAND - 1414 MILLARD (NET OF IAL ALLOCATION) 2021-07-31 123285 L 0 0 0 LAND - PARKING LOT 2021-07-31 14131 L 0 0 0 1414 OFFICE BUILDING - UNRELATED 2021-07-31 374456 3993 SL 39.000000000000 9601 0 9601 1402 LINDEN STRUCTURE 2021-07-31 115404 1745 SL 39.000000000000 4196 0 4196 1404 LINDEN STRUCTURE 2021-07-31 125039 1891 SL 27.500000000000 4547 0 4547 1406 LINDEN STRUCTURE 2021-07-31 72368 1095 SL 27.500000000000 2632 0 2632 PARKING LOT - STRUCTURE 2021-07-31 4924 74 SL 27.500000000000 179 0 179 EXCEPTION TO SELF-DEALING FORM 990-PF, PART VI-B, LINE 1A(4) AND 1B THE ORGANIZATION HAS DETERMINED THAT IT IS NOT SUBJECT TO THE EXCISE TAX FOR SELF-DEALING FOR COMPENSATION TO A DISQUALIFIED PERSON. THE INDUSTRIAL ARCHIVES & LIBRARY COMPENSATED THE PRESIDENT FOR SERVICES PERFORMED MANAGING THE ORGANIZATION AND FULFILLING ITS CHARITABLE PURPOSE. BASED UPON A COMPARATIVE STUDY, IT ESTABLISHED A COMPENSATION LEVEL COMMENSURATE WITH THE RESPONSIBILITIES OF THE POSITION THAT WAS DEEMED TO BE REASONABLE AND NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSE. FIXED INCOME - DETAIL AVAILABLE UPON REQUEST FMV 2646127 2646127 HEDGE FUNDS - DETAIL AVAILABLE UPON REQUEST FMV 503178 503178 MUTUAL FUNDS - DETAIL AVAILABLE UPON REQUEST FMV 9791986 9791986 COMMODITIES - DETAIL AVAILABLE UPON REQUEST FMV 238963 238963 BUILDING - 18 W. 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