2020-07-14T06:49:47-05:00 2019-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2019-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 STEPHEN G DONCHES PRESIDENT 6108681115 2020-05-14 1 ANDREA L BRADY CPA P01798915 6104335501 64.88.174.3 2020-05-14 15:23:14 ED P 59C863439BF8B2229DF0F967E9A5311E5F0AE972 87E3B74F6F3759C344F79C199F628864129F6BC8 2019 2021-04-22 16:20:28Z X 15874217 X X 4736 4736 4736 353468 353468 353468 -98677 2325430 363729 4830 259527 721933 363034 100000 0 0 100000 173650 0 0 173650 73825 0 0 78341 9314 0 0 7759 39538 0 0 38838 20088 0 0 17030 11033 5118 5118 5076 36324 0 0 100494 0 0 108379 15557 0 0 15701 161026 69105 69105 107677 740849 74223 74223 652451 0 0 740849 74223 74223 652451 -481322 647710 288811 24873 12538 12538 398188 769445 769445 10566 17545 17545 12577101 14331130 14331130 861711 133865 746360 727846 727846 11922 15713 15713 13769010 15874217 15874217 29943 19889 29943 19889 X 910000 910000 12829067 14944328 13739067 15854328 13769010 15874217 13739067 -481322 2596583 15854328 0 15854328 SALE OF PUBLICLY TRADED SECURITIES D 1151171 1067844 83327 83327 SALE OF PUBLICLY TRADED SECURITIES P 130768 125938 4830 4830 SALE OF PUBLICLY TRADED SECURITIES P 984252 765846 218406 218406 SERVER P 3780 5853 -2073 -2073 CAPITAL GAINS DIVIDENDS P 59239 59239 59239 363729 4830 0 591137 14289980 0.041367 654321 13919725 0.047007 387465 12787105 0.030301 184749 6367590 0.029014 0.147689 0.036922 14107450 520875 6477 527352 672334 X 6477 0 6477 0 6477 5040 0 0 5040 0 1437 0 0 0 0 0 0 0 0 0 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 6667 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/TRUSTEE 1.00 0 0 0 MICHAEL KORB 626 BIRCH ROAD WAPWALLOPEN PA 18660 TRUSTEE 1.00 0 0 0 ROBERT W BILHEIMER 931 MONROE STREET FREEMANSBURG PA 18017 GENERAL MANAGER 40.00 68250 22655 0 NICHOLAS P ZMIJEWSKI 2835 FIDDLERS GREEN ROAD LANCASTER PA 17601 ARCHIVIST 40.00 63000 10988 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. 652451 0 14065099 257185 0 14322284 0 0 14322284 214834 14107450 705373 X 652451 0 19883 672334 6477 665857 2015-06-10 X 288811 207915 211411 215256 923393 245489 176728 179699 182968 784884 672334 596173 659306 391872 2319685 0 0 0 0 0 672334 596173 659306 391872 2319685 0 0 470249 476333 463991 426237 1836810 0 0 0 0 X 0 0 14 4736 14 353468 18 -98677 0 259527 0 259527 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 24188 0 0 23488 AUDIT/TAX PREPARATION 15350 0 0 15350 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 72820 SL 39.000000000000 18205 0 0 STORAGE RACKS 2015-07-01 2079 728 SL 10.000000000000 208 0 0 STORAGE RACKS 2015-12-01 3690 1137 SL 10.000000000000 369 0 0 STORAGE RACKS 2016-02-01 3356 980 SL 10.000000000000 335 0 0 HEPA VACUUMS 2016-02-01 4090 2983 SL 4.000000000000 1023 0 0 HP WORKSTATIONS 2016-03-01 3328 2357 SL 4.000000000000 832 0 0 EPSON PRINTER 2016-05-01 3230 2314 SL 4.000000000000 808 0 0 FLAT FILE CABINET 2016-06-01 7206 1862 SL 10.000000000000 721 0 0 STORAGE SYSTEM 2016-09-01 3001 700 SL 10.000000000000 300 0 0 SERVER 2016-11-01 5853 2926 SL 4.000000000000 854 0 0 GUILLOTINE PAPER TRIMMER 2017-01-01 2976 595 SL 10.000000000000 298 0 0 STORAGE RACKS 2017-06-01 15168 2402 SL 10.000000000000 1517 0 0 SCANPRO 3000 2017-12-01 52004 5633 SL 10.000000000000 5200 0 0 PCS FO SCAN PRO 3000 2017-12-01 6153 1666 SL 4.000000000000 1538 0 0 SANTA FE CLASSIC AIR SYSTEM 2017-08-01 3675 520 SL 10.000000000000 368 0 0 IMPROVED AIR SUPPLY SYSTEM 2017-08-01 4880 691 SL 10.000000000000 488 0 0 FLAT FILE CABINET 2018-06-01 4781 279 SL 10.000000000000 478 0 0 FLAT FILE CABINET 2018-06-01 3042 177 SL 10.000000000000 304 0 0 VIDEO EQUIPMENT - ORAL HISTORIES 2018-08-01 5984 498 SL 5.000000000000 1197 0 0 FREEZER 2018-11-01 3185 53 SL 10.000000000000 319 0 0 WALL BOOKSHELF 2019-02-01 3161 SL 10.000000000000 263 0 0 WALL BOOKSHELF 2019-03-01 2906 SL 10.000000000000 218 0 0 WALL AND BASE CABINETS 2019-04-01 3798 SL 10.000000000000 253 0 0 WALL AND BASE CABINETS 2019-06-01 3456 SL 10.000000000000 173 0 0 SHELVING 2019-11-01 6562 SL 10.000000000000 55 0 0 EXCEPTION TO SELF-DEALING FORM 990-PF, PART VII-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 POSTIION THAT WAS DEEMED TO BE REASONABLE AND NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSE. HEDGE FUNDS FMV 610300 610300 FIXED INCOME FMV 3285845 3285845 MUTUAL FUNDS FMV 10143184 10143184 TANGIBLE ASSETS FMV 291801 291801 BUILDING - 18 W. FOURTH STREET 710000 91025 618975 STORAGE RACKS 2079 936 1143 STORAGE RACKS 3690 1506 2184 STORAGE RACKS 3356 1315 2041 HEPA VACUUMS 4090 4006 84 HP WORKSTATIONS 3328 3189 139 EPSON PRINTER 3230 3122 108 FLAT FILE CABINET 7206 2583 4623 STORAGE SYSTEM 3001 1000 2001 GUILLOTINE PAPER TRIMMER 2976 893 2083 STORAGE RACKS 15168 3919 11249 SCANPRO 3000 52004 10833 41171 PCS FO SCAN PRO 3000 6153 3204 2949 SANTA FE CLASSIC AIR SYSTEM 3675 888 2787 IMPROVED AIR SUPPLY SYSTEM 4880 1179 3701 FLAT FILE CABINET 4781 757 4024 FLAT FILE CABINET 3042 481 2561 VIDEO EQUIPMENT - ORAL HISTORIES 5984 1695 4289 FREEZER 3185 372 2813 WALL BOOKSHELF 3161 263 2898 WALL BOOKSHELF 2906 218 2688 WALL AND BASE CABINETS 3798 253 3545 WALL AND BASE CABINETS 3456 173 3283 SHELVING 6562 55 6507 LEGAL 9314 0 0 7759 DIVIDENDS RECEIVABLE 11922 15713 15713 INVESTMENT FEES 69105 69105 69105 0 OFFICE EQUIPMENT - NON-CAPITAL 3864 0 0 3864 EQUIPMENT RENTAL 14047 0 0 11108 OFFICE EXPENSE 10661 0 0 10497 BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS 1611 0 0 1611 POSTAGE 1256 0 0 1256 SUPPLIES 2126 0 0 2126 MEMBERSHIPS/LICENSE FEES 1019 0 0 1019 INSURANCE 7342 0 0 8649 PAYROLL FEES 997 0 0 1223 ARCHIVAL MATERIALS CONSERVATION 5229 0 0 21626 TRANSCRIPTION SERVICES 2120 0 0 2120 SOFTWARE 10753 0 0 14743 BUSINESS PRIVILEGE TAX 75 0 0 75 WEBSITE 31 0 0 881 ONLINE LIBRARY ACCESS (OCLC) 23478 0 0 23478 COLLECTION EXPENSE 5711 0 0 1800 PRINTING AND COPYING 676 0 0 676 TEMPORARY ARCHIVE STORAGE 925 0 0 925 UNREALIZED LOSS ON INVESTMENTS 2596583 ARCHIVAL SERVICES 17104 0 0 14560 OTHER PROFESSIONAL SERVICES 2984 0 0 2470 REAL ESTATE TAXES 3957 0 0 0 INVESTMENT INCOME TAX 7076 0 0 5076 FOREIGN TAX EXPENSE 0 5118 5118 0