2019-06-14T06:16:49-05:00 2018-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2018-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 STEPHEN G DONCHES PRESIDENT 6108681115 2019-06-07 1 ANDREA L BRADY CPA P01798915 6104335501 64.88.174.3 2019-06-07 09:50:31 ED P 3B6FF2D742D776BACE8F548F18F0E7888E0390DF 8F7FC460F486BD32FE6303BF08E1CF83AEB9484C 2018 2019-02-21 02:37:17Z X 13769010 X X 1939 1939 1939 283471 283471 283471 273283 505123 295648 0 558693 581058 285410 100000 0 0 100000 168055 0 0 168055 66429 0 0 65674 8090 0 0 8655 39323 0 0 35556 259 0 0 1075 15077 7888 7888 16510 34679 0 0 76915 0 0 77541 15323 0 0 15241 172203 69607 69607 90874 696353 77495 77495 579181 0 0 696353 77495 77495 579181 -137660 503563 207915 28074 24873 24873 267503 398188 398188 10488 10566 10566 14513987 12577101 12577101 847681 101321 764047 746360 746360 11681 11922 11922 15595780 13769010 13769010 14008 29943 14008 29943 X 910000 910000 14671772 12829067 15581772 13739067 15595780 13769010 15581772 -137660 0 15444112 1705045 13739067 SALE OF PUBLICLY TRADED SECURITIES D 50000 54167 -4167 -4167 SALE OF PUBLICLY TRADED SECURITIES P 150000 155308 -5308 -5308 CAPITAL GAINS DIVIDENDS P 305123 305123 305123 295648 0 0 654321 13919725 0.047007 387465 12787105 0.030301 184749 6367590 0.029014 0.106322 0.035441 14289980 506451 5036 511487 596173 X 5036 0 5036 0 5036 5000 5076 0 10076 0 5040 5040 0 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 1 2016 1 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 6476 0 MICHAEL M ALBARELL 901 WEST LEHIGH STREET BETHLEHEM PA 18018 TREASURER/TRUSTEE 1.00 0 0 0 DAVID J MYERS 707 E MACADA ROAD BETHLEHEM PA 18017 SECRETARY/TRUSTEE 1.00 0 0 0 ROBERT W BILLHEIMER 931 MONROE STREET FREEMANSBURG PA 18017 GENERAL MANAGER 40.00 66354 5348 0 NICHOLAS P ZMIJEWSKI 2835 FIDDLERS GREEN ROAD LANCASTER PA 17601 ARCHIVIST 40.00 61250 2291 0 0 NONE 0 THE ARCHIVES WORKS TO PRESERVE THE RECORDS AND HISTORY OF AMERICAN INDUSTRY, AND WILL ENDEAVOR TO ENSURE THAT THOSE RECORDS ARE MADE AVAILABLE TO SCHOLARS, RESEARCHERS, HISTORIANS, EDUCATORS, AND TO THE GENERAL PUBLIC. 579181 0 14358638 148956 0 14507594 0 0 14507594 217614 14289980 714499 X 579181 0 16992 596173 5036 591137 0 0 2016 243076 0 0 0 0 0 0 0 0 0 243076 0 243076 0 0 0 0 0 2015-06-10 X 207915 211411 215256 122279 756861 176728 179699 182968 103937 643332 596173 659306 391872 184749 1832100 0 0 0 0 0 596173 659306 391872 184749 1832100 0 0 476333 463991 426237 212253 1578814 0 0 0 0 X 0 0 14 1939 14 283471 18 273283 0 558693 0 558693 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 22743 0 0 20756 AUDIT/TAX PREPARATION 14800 0 0 14800 OTHER PROFESSIONAL SERVICES 1780 0 0 0 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 54615 SL 39.000000000000 18205 0 0 STORAGE RACKS 2015-07-01 2079 520 SL 10.000000000000 208 0 0 STORAGE RACKS 2015-12-01 3690 768 SL 10.000000000000 369 0 0 STORAGE RACKS 2016-02-01 3356 644 SL 10.000000000000 336 0 0 HEPA VACUUMS 2016-02-01 4090 1960 SL 4.000000000000 1023 0 0 HP WORKSTATIONS 2016-03-01 3328 1525 SL 4.000000000000 832 0 0 EPSON PRINTER 2016-05-01 3230 1506 SL 4.000000000000 808 0 0 FLAT FILE CABINET 2016-06-01 7206 1141 SL 10.000000000000 721 0 0 STORAGE SYSTEM 2016-09-01 3001 400 SL 10.000000000000 300 0 0 SERVER 2016-11-01 5853 1463 SL 4.000000000000 1463 0 0 GUILLOTINE PAPER TRIMMER 2017-01-01 2976 298 SL 10.000000000000 297 0 0 STORAGE RACKS 2017-06-01 15168 885 SL 10.000000000000 1517 0 0 SCANPRO 3000 2017-12-01 52004 433 SL 10.000000000000 5200 0 0 PCS FO SCAN PRO 3000 2017-12-01 6153 128 SL 4.000000000000 1538 0 0 SANTA FE CLASSIC AIR SYSTEM 2017-08-01 3675 153 SL 10.000000000000 367 0 0 IMPROVED AIR SUPPLY SYSTEM 2017-08-01 4880 203 SL 10.000000000000 488 0 0 FLAT FILE CABINET 2018-06-01 4781 SL 10.000000000000 279 0 0 FLAT FILE CABINET 2018-06-01 3042 SL 10.000000000000 177 0 0 VIDEO EQUIPMENT - ORAL HISTORIES 2018-08-01 5984 SL 5.000000000000 498 0 0 FREEZER 2018-11-01 3185 SL 10.000000000000 53 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. EXEMPTION FROM EXCISE TAX ON UNDISTRIBUTED INCOME FORM 990-PF, PART VII-B, LINE 2A AND 2B THE ORGANIZATION DID NOT QUALIFY AS AN OPERATING FOUNDATION IN 2016. AS SUCH, THEY WERE SUBJECT TO THE DISTRIBUTION REQUIREMENTS ON NON-OPERATING FOUNDATIONS. AT THE END OF 2016, THERE WAS UNDISTRIBUTED INCOME IN THE AMOUNT OF $243,076. THIS AMOUNT WAS DISTRIBUTED BY THE END OF 2017. IN 2017 AND 2018, THE ORGANIZATION QUALIFIES AS AN OPERATING FOUNDATION BY VIRTUE OF MEETING THE "INCOME" TEST, AND THE "ENDOWMENT" TEST VIA THE AGGREGATE METHOD IMPOSED UPON NEW FOUNDATIONS LESS THAN 4 YEARS OLD.AS SUCH, THE ORGANIZATION IS NOT SUBJECT TO THE INITIAL TAX ON FAILURE TO DISTRIBUTE INCOME PER SECTION 4942(A)(1). SINCE THE ORGANZIATION QUALIFIES AS AN OPERATING FOUNDATION, IT IS NOT SUBJECT TO THE INITIAL TAX ON FAILURE TO DISTRIBUTE INCOME FROM 2016. FIXED INCOME FMV 554573 554573 HEDGE FUNDS FMV 2368426 2368426 MUTUAL FUNDS FMV 9654102 9654102 BUILDING - 18 W. FOURTH STREET 710000 72820 637180 STORAGE RACKS 2079 728 1351 STORAGE RACKS 3690 1137 2553 STORAGE RACKS 3356 980 2376 HEPA VACUUMS 4090 2983 1107 HP WORKSTATIONS 3328 2357 971 EPSON PRINTER 3230 2314 916 FLAT FILE CABINET 7206 1862 5344 STORAGE SYSTEM 3001 700 2301 SERVER 5853 2926 2927 GUILLOTINE PAPER TRIMMER 2976 595 2381 STORAGE RACKS 15168 2402 12766 SCANPRO 3000 52004 5633 46371 PCS FO SCAN PRO 3000 6153 1666 4487 SANTA FE CLASSIC AIR SYSTEM 3675 520 3155 IMPROVED AIR SUPPLY SYSTEM 4880 691 4189 FLAT FILE CABINET 4781 279 4502 FLAT FILE CABINET 3042 177 2865 VIDEO EQUIPMENT - ORAL HISTORIES 5984 498 5486 FREEZER 3185 53 3132 LEGAL 8090 0 0 8655 DIVIDENDS RECEIVABLE 11681 11922 11922 UNREALIZED LOSS ON INVESTMENTS 1705045 INVESTMENT FEES 69607 69607 69607 0 OFFICE EQUIPMENT - NON-CAPITAL 6654 0 0 6654 EQUIPMENT RENTAL 4091 0 0 7364 OFFICE EXPENSE 11788 0 0 11788 BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS 1171 0 0 1171 POSTAGE 1360 0 0 1462 SUPPLIES 10395 0 0 10395 MEMBERSHIPS/LICENSE FEES 895 0 0 895 INSURANCE 6571 0 0 6393 PAYROLL FEES 1088 0 0 1017 ARCHIVAL MATERIALS CONSERVATION 24208 0 0 7811 TRANSCRIPTION SERVICES 7186 0 0 8586 SOFTWARE 8099 0 0 9098 BUSINESS PRIVILEGE TAX 75 0 0 75 WEBSITE 850 0 0 0 ONLINE LIBRARY ACCESS (OCLC) 18165 0 0 18165 IT SERVICES 259 0 0 259 ARCHIVAL SERVICES 0 0 0 816 REAL ESTATE TAXES 10092 0 0 9915 INVESTMENT INCOME TAX 4985 0 0 6595 FOREIGN TAX EXPENSE 0 7888 7888 0