2021-07-13T11:31:18-05:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2020-01-01 231371942 CHESTER COUNTY HISTORICAL SOCIETY CHES 6106924800 225 NORTH HIGH STREET WEST CHESTER PA 19380 CONOR HEPP PRESIDENT 6106924800 2021-07-13 1 CONOR HEPP 999009999 JENNIFER SOLOT P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHESTER COUNTY HISTORY CENTER CONOR HEPP 225 NORTH HIGH STREET WEST CHESTER PA 19380 1176709 0 X WWW.CHESTERCOHISTORICAL.ORG X 1945 PA TO INSPIRE, INFORM AND BUILD THE CHESTER COUNTY COMMUNITY IDENTITY 22 22 23 244 864 1000 761974 655395 339370 180385 176751 158649 -630 -3231 1277465 991198 0 0 0 0 608733 634107 0 0 177177 865672 777855 1474405 1411962 -196940 -420764 11290834 11277520 1379032 1601814 9911802 9675706 X SEE SCHEDULE OTHE CHESTER COUNTY HISTORICAL SOCIETY (THE "SOCIETY") IS A NONPROFIT ORGANIZATION ESTABLISHED TO INSPIRE, INFORM AND BUILD COMMUNITY IDENTITY BY PRESERVING AND SHARING THE REMARKABLE STORY OF CHESTER COUNTY AND ITS PEOPLE. THE SOCIETY PROVIDES PUBLIC ACCESS TO THE IDEAS, ISSUES AND PROCESSES OF THE PAST THAT HAVE SHAPED THE PRESENT. ITS EXHIBITION, RESEARCH, SERVICES AND PROGRAMS SHARE THIS ACCESS WITH PEOPLE OF ALL AGES SEEKING TO UNDERSTAND OUR SHARED HERITAGE. 0 0 995547 180385 THE CHESTER COUNTY HISTORICAL SOCIETY (THE "SOCIETY") IS A HISTORICAL REPOSITORY FOR ITEMS MADE OR USED IN CHESTER COUNTY, PENNSYLVANIA. AS SUCH, THE SOCIETY PRESERVES AND SHARES THE COUNTY'S REMARKABLE HISTORY IN POWERFUL AND RELEVANT WAYS:- ACTING AS STEWARD OF AN UNPARALLELED COLLECTION OF ARTIFACTS, MANUSCRIPTS, PHOTOGRAPHS AND VOLUMES THAT DOCUMENTS OVER 300 YEARS OF COUNTY HERITAGE.- OFFERING INNOVATIVE EDUCATIONAL PROGRAMS AND EXHIBITIONS TO SHARE THE EXCITEMENT OF HISTORY.- HELPING AUDIENCES EXPLORE HISTORY THROUGH SOCIETY RESOURCES AND STAFF EXPERTISE. 995547 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 20 0 1 23 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X THE ORGANIZATION 6106924800 225 NORTH HIGH STREET WEST CHESTER PA 19380 JAMES C SARGENT JR CHAIR 2.00 X X 0 0 0 CHARLES H WHITE VICE-CHAIR 2.00 X X 0 0 0 WILLIAM RONAYNE TREASURER 2.00 X X 0 0 0 MICHELLE KICHLINE SECRETARY 2.00 X X 0 0 0 DOMENIC D'GINTO TRUSTEE 2.00 X 0 0 0 ANDREW DINNAMAN TRUSTEE 2.00 X 0 0 0 JOHN FRAZIER HUNT TRUSTEE 2.00 X 0 0 0 FRANCIS B JABOBS II TRUSTEE 2.00 X 0 0 0 DR MIAN JAN FACC FSCAI TRUSTEE 2.00 X 0 0 0 KRISTEN MAYOCK ESQ TRUSTEE 2.00 X 0 0 0 MATT MCKEON ESQ TRUSTEE 2.00 X 0 0 0 CHARLES C PIOLA JR TRUSTEE 2.00 X 0 0 0 RANDY WARREN TRUSTEE 2.00 X 0 0 0 JEFF GROFF TRUSTEE 2.00 X 0 0 0 TODD PRIDE TRUSTEE 2.00 X 0 0 0 JOHN SILVERTHORNE TRUSTEE 2.00 X 0 0 0 ANNE SKILLMAN TRUSTEE 2.00 X 0 0 0 HOLLY STOVIAK TRUSTEE 2.00 X 0 0 0 ERYN TRAVIS TRUSTEE 2.00 X 0 0 0 CULYUER WALKER TRUSTEE 2.00 X 0 0 0 GEORGE WERNER TRUSTEE 2.00 X 0 0 0 GEORGE C ZUMBRANO ESQ TRUSTEE 2.00 X 0 0 0 CONOR HEPP PRESIDENT 40.00 X 36552 0 1009 BEVERLY SHEPPARD INTERIM PRESIDENT 32.00 X 35100 0 0 71652 0 1009 0 0 0 0 ART GUILD INC 300 WOLF DRIVE WEST DEPTFORD NJ 08086 PROGRAM SERVICES 615086 PANCOAST & CLIFFORD INC 206 CARTER DRIVE WEST CHESTER PA 19382 CONSTRUCTION SERVICES 364225 CASEWERKS LLC 1019 CATHEDRAL STREET BALTIMORE MD 21201 PROGRAM SERVICES 185900 3 717 33577 5500 346266 269335 2000 655395 ADMISSION AND FEES 900099 180385 178385 2000 180385 168941 168941 123 123 21533 31731 -10198 -10198 -1369 -8829 131951 142243 -10292 -10292 -10292 10655 5500 5934 4721 4721 6534 5603 931 233 698 MISCELLANEOUS REVENUE 900099 1192 1192 1192 991198 178385 864 156554 X 72661 49422 8486 14753 476512 329039 49255 98218 48694 33998 4865 9831 36240 24859 3874 7507 9958 9958 153753 29492 110221 14040 13163 182 200 12781 30756 21709 3098 5949 151243 143138 6517 1588 1185 234 631 320 46125 35336 6130 4659 246766 216855 27418 2493 17765 12053 2005 3707 990T TAX EXPENSE 633 633 PROGRAM EVENTS 84510 83548 962 PROGRAM EXPENSES 16490 15335 853 302 BANK CHARGES 5048 62 4919 67 460 285 175 1411962 995547 239238 177177 92330 212104 1816770 590043 389064 75300 6789 8983 11445425 5307098 4874728 6138327 1106566 1201582 3004587 3051181 11290834 11277520 45293 159317 57824 52722 1268999 1383783 6916 5992 1379032 1601814 X 3434716 5006287 6477086 4669419 9911802 9675706 11290834 11277520 X -420764 137150 47518 X 0 1 X 1 0 X 436671 684040 540031 761974 655395 3078111 436671 684040 540031 761974 655395 3078111 455069 2623042 140973 224503 222271 227771 187706 1003224 77137 5782 839 5955 0 89713 20460 32219 37569 16747 106995 4278043 1412205 0.61310 0.71040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2017 AMOUNT: $ 5,420. 2018 AMOUNT: $ 24,355. 2019 AMOUNT: $ 30,765. 2020 AMOUNT: $ 10,655. MISCELLANEOUS INCOME - 2017 AMOUNT: $ 773. 2018 AMOUNT: $ 191. 2019 AMOUNT: $ 588. 2020 AMOUNT: $ 1,192. GROSS MUSEUM SALES - 2017 AMOUNT: $ 14,267. 2018 AMOUNT: $ 7,673. 2019 AMOUNT: $ 6,216. 2020 AMOUNT: $ 4,900. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 1148260 142547 12231 1278576 964777 221462 37979 1148260 1071939 11562 -59121 59603 964777 3607935 4175 143513 84452 2599232 1071939 3807517 190794 363187 27159 3607965 0.61000 0.39000 0 0 11382935 5249133 6133802 62490 57965 4525 6138327 BENEFICIAL INTEREST IN PERPETUAL TRUST 3032234 F ASSETS HELD IN CHARITABLE REMAINDER ANNUITY TRUST 18947 F 3051181 PAYABLE UNDER CHARITABLE REMAINDER ANNUITY TRUST 5992 5992 X 1209176 137150 37560 174710 1034466 -43268 -43268 991198 1445272 43268 43268 1402004 9958 9958 1411962 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. ACCORDINGLY, THE COST OF COLLECTION ITEMS PURCHASED IS REPORTED AS A DECREASE IN NET ASSETS AND PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE REPORTED AS AN INCREASE IN NET ASSETS. PART III, LINE 4: THE CHESTER COUNTY HISTORICAL SOCIETY (CCHS) INSPIRES, INFORMS, AND BUILDS COMMUNITY IDENTITY BY PRESERVING AND SHARING THE REMARKABLE STORY OF CHESTER COUNTY AND ITS PEOPLE. REPRESENTING MORE THAN THREE CENTURIES OF REGIONAL HISTORY, OUR COLLECTIONS INCLUDE OBJECTS, MANUSCRIPTS, PUBLISHED RESOURCES, AND PHOTOGRAPHIC ARCHIVES. MUSEUM COLLECTIONS INCLUDE BUT ARE NOT LIMITED TO AGRICULTURAL, INDUSTRIAL AND DOMESTIC ARTIFACTS; DECORATIVE AND FINE ART ITEMS INCLUDING PAINTINGS, PRINTS, CERAMICS AND GLASS, FURNITURE, AND METALS; PREHISTORIC AND NATIVE AMERICAN ARTIFACTS (ADHERING TO THE NAGPRA ACT OF 1990); CLOTHING AND TEXTILES; AND DOLLS AND TOYS. LIBRARY COLLECTIONS INCLUDE BUT ARE NOT LIMITED TO BOOKS, PAMPHLETS, MANUSCRIPTS INCLUDING PERSONAL PAPERS, ARCHIVES, BUSINESS RECORDS, DIARIES, SCRAPBOOKS, BROADSIDES AND POSTERS, MAPS, ARCHITECTURAL DRAWINGS, EPHEMERA, AND CHESTER COUNTY HISTORICAL SOCIETY ARCHIVES. PHOTO ARCHIVES COLLECTIONS INCLUDE IMAGES PRODUCED FROM THE 1840S TO THE PRESENT SUCH AS: PORTRAITS, LANDSCAPES, THE BUILT ENVIRONMENT AND LOCAL EVENTS. THE SUBJECTS MAY BE CASUAL OR FORMAL. THIS AREA ALSO CONTAINS NEGATIVES AND TRANSPARENCIES, AUDIOVISUAL MATERIALS SUCH AS ORAL HISTORIES, MUSCIAL RECORDINGS BY LOCAL COMPOSERS OR MUSICIANS, VIDEOS OF EVENTS, AND DIGITAL RECORDINGS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT VARIOUS PROGRAMS BASED ON THE SPENDING POLICY AS DETERMINED BY THE BOARD OF DIRECTORS. PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 47,518. INVESTMENT EXPENSES -9,958. PART XI, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SALES COST OF GOODS SOLD -5,603. FUNDRAISING EXPENSES -5,934. RENTAL EXPENSES -31,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SALES COST OF GOODS SOLD 5,603. FUNDRAISING EXPENSES 5,934. RENTAL EXPENSES 31,731. FALL MUMS SALE 9030 2500 6530 3040 GREENS SALE 7125 3000 4125 2894 16155 5500 10655 5934 5934 4721 X 15 X 12 X PHOTOGRAPHS 15 0 X OLD RECORDS 20 0 X BOOKS/PUBLICATIONS 10 0 0 0 0 0 PART I, LINE 33: MORE THAN 95% OF THE COLLECTIONS HAVE BEEN DONATED SINCE CCHS WAS FOUNDED IN 1893. DONORS OFFER PAPERS, OBJECTS OR PHOTOGRAPHS OF HISTORICAL INTEREST TO CHESTER COUNTY BECAUSE THEY FEEL THERE IS A STORY WORTH PRESERVING AND SHARING. SOME ALSO FEEL THEY CAN NO LONGER CARE FOR THE ITEMS PROPERLY. OUR GOAL IS TO HONOR THE COMMUNITY'S TRUST AND TO FULFILL OUR MISSION BY PRESERVING AND MAKING ACCESSIBLE TO THE PUBLIC THOSE THINGS THAT HELP TELL OUR COLLECTIVE STORY. WE COLLECT ITEMS FOR THE LIBRARY, MUSEUM AND PHOTO ARCHIVES THAT ARE ABOUT CHESTER COUNTY LIFE AND DEVELOPMENT UP TO THE PRESENT. ITEMS MAY RELATE TO THE GREATER SOUTHEASTERN PENNSYLVANIA AREA IF APPROPRIATE TO THE STORIES OF LOCAL INTEREST. COLLECTIONS RANGE FROM THE ORDINARY TO THE UNIQUE, WITHOUT REGARD TO SOCIAL, RELIGIOUS, CULTURAL, ECONOMIC OR POLITICAL BACKGROUND. COLLECTION ITEMS ACQUIRED THROUGH DONATION ARE NOT CAPITALIZED AND ARE NOT RECORDED IN REVENUES. AN ESTIMATE OF THE NUMBER OF ACCESSIONS HAS BEEN REPORTED ON PART I. FORM 990, PART VI, SECTION A, LINE 2 JIM SARGENT (CHAIR) AND GEORGE ZUMBANO (TRUSTEE) ARE BOTH PARTNERS AT LAMB MCERLANE LAW FIRM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, STAFF AND CERTAIN VOLUNTEERS OF THE ORGANIZATION ("INTERESTED PARTIES") ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. INTERESTED PARTIES ARE REQUIRED TO PROVIDE AN ANNUAL QUESTIONNAIRE TO THE BOARD PRESIDENT AND IN THE ABSENCE OF THE BOARD PRESIDENT, TO THE SECRETARY. COPIES OF THESE QUESTIONNAIRES ARE ALSO PROVIDED TO THE PRESIDENT. THIS QUESTIONNAIRE IS USED TO FULLY AND COMPLETELY DISCLOSE THE FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS. AN ADDITIONAL DISCLOSURE STATEMENT WILL BE COMPLETED IF AN ACTUAL OR POTENTIAL CONFLICT ARISES. IF AN ACTUAL OR POTENTIAL CONFLICT ARISES BETWEEN THE ORGANIZATION AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE RESPONSE TO THAT CONFLICT. IF A CONFLICT EXISTS, THE ORGANIZATION WILL REFRAIN FROM COMPLETING THAT ACTION UNTIL THE CONFLICT HAS BEEN ADDRESSED. FAILURE TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST WILL BE ADDRESSED AND INVESTIGATED BY THE BOARD OF DIRECTORS AND APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE PRESIDENT IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 29,492. MANAGEMENT AND GENERAL EXPENSES 110,221. FUNDRAISING EXPENSES 14,040. TOTAL EXPENSES 153,753. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 47,518. THE ALLEN J HANKELE TRUST 1650 MARKET STREET SUITE 1200 PHILADELPHIA PA 19103 576094893 MEMORIAL FUND PA CHESTER COUNTY HISTORICAL SOCIETY T 39711 1332767 1.00000 1 LORRAINE PIERCE FUND 300 FIFTH AVENUE PITTSBURGH PA 15222 237429332 MEMORIAL FUND PA CHESTER COUNTY HISTORICAL SOCIETY T 19212 1396736 1.00000 1 ROBERT M AND ELIZABETH T GOSHORN CHARITABLE REMAINDER ANNUITY TRUST 225 NORTH MARKET STREET WEST CHESTER PA 19380 237716560 CHARITABLE REMAINDER ANNUITY TRUST PA CHESTER COUNTY HISTORICAL SOCIETY T 3 18947 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ALLEN J HANKELE TRUST A 79949 FMV LORRAINE PIERCE FUND A 52850 FMV