2019-04-08T10:32:04-05:00 2018-06-30 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2017-07-01 042104388 LENOX LIBRARY ASSOCIATION LENO 4136370197 18 MAIN STREET LENOX MA 01240 EDWARD RICHTER TREASURER 4136370197 2019-03-21 1 CAROL J LEIBINGER-HEALEY CPA P00849882 4134436408 2019-03-19 208.125.165.90 2019-03-21 16:12:44 ED P 1181E57A82C3AAF86823C4AA0E92F517F177836D D92961F477A331B3DC777204EBAEADEC349C650B 2017 2019-02-21 02:37:17Z BARBARA SUSSMAN GOLDBERG 18 MAIN STREET LENOX MA 01240 1172475 0 X LENOXLIB.ORG X 1856 MA TO SUPPORT A PUBLIC LIBRARY AND OTHER RELATED ACTIVITIES AND TO ENGAGE GENERALLY IN ANY CAUSES OR OBJECTIVES SIMILAR TO THE ABOVE MENTIONED IN ORDER TO PROMOTE THE INTELLECTUAL, CULTURAL AND INFORMATIONAL WELL-BEING AND GROWTH OF THE GENERAL COMMUNITY AND ITS MEMBERS. 17 17 14 113 0 0 119643 638978 293106 188181 29264 69810 104531 83063 546544 980032 0 0 0 0 388394 207620 0 0 103495 251418 259453 639812 467073 -93268 512959 2127191 4356552 40455 11533 2086736 4345019 TO SUPPORT A PUBLIC LIBRARY AND OTHER RELATED ACTIVITIES AND TO ENGAGE GENERALLY IN ANY CAUSES OR OBJECTIVES SIMILAR TO THE ABOVE MENTIONED IN ORDER TO PROMOTE THE INTELLECTUAL, CULTURAL AND INFORMATIONAL WELL-BEING AND GROWTH OF THE GENERAL COMMUNITY AND ITS MEMBERS. 0 0 222103 191865 WHILE LIBRARY OPERATIONS WERE TRANSFERRED TO THE TOWN OF LENOX AS OF NOVEMBER 9, 2017, THE ASSOCIATION CONTINUES TO USE ITS EXTENSIVE RESOURCES AND VOLUNTEER FUNDRAISING EFFORTS TO SUPPORT THE ORGANIZATION AND ITS RELATED ACTIVITIES. THE ASSOCIATION SERVES LIBRARY PATRONS OF ALL AGES THROUGH FREE ACCESS TO ITS COLLECTION OF BOOKS, REFERENCE MATERIALS, PERIODICALS, AUDIO AND VIDEO CATALOGUES, ARTIFACTS, AND HISTORICAL ARCHIVES. COLLECTIVELY, THESE RESOURCES ARE USED TO ENRICH THE INTELLECTUAL, CULTURAL AND INFORMATIONAL NEEDS AND WANTS OF THE GREATER LENOX COMMUNITY. IN ADDITION, THE ASSOCIATION ACTIVELY RAISES MONEY TO HELP ENSURE NEW LIBRARY RESOURCES AND PROGRAMS AND MAKES FIXED SUPPORT PAYMENTS TO THE TOWN TOWARD THIS END. 222103 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X CORPORATION 4136370197 18 MAIN ST LENOX MA 01240 BARBARA SUSSMAN GOLDBERG PRESIDENT 3.00 X X 0 0 0 DAVID ROCHE VICE PRESIDENT 2.00 X X 0 0 0 EDWARD RICHTER TREASURER 2.00 X X 0 0 0 MARY JANE INCORVIA MATTINA CLERK 2.00 X X 0 0 0 MICHAEL ALBERT DIRECTOR 0.50 X 0 0 0 VERONICA J FENTON DIRECTOR 2.00 X 0 0 0 KENNETH FOWLER DIRECTOR 0.50 X 0 0 0 MATTHEW KEATOR DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KETCHEN DIRECTOR 3.00 X 0 0 0 CHRISTOPHER KING DIRECTOR 1.00 X 0 0 0 MATTHEW LENEHAN DIRECTOR 1.00 X 0 0 0 BRENDAN MATHEWS DIRECTOR 0.50 X 0 0 0 TRICIA MCCORMACK DIRECTOR 0.50 X 0 0 0 GEORGE RAYMOND DIRECTOR 0.50 X 0 0 0 MARGERY STEINBERG DIRECTOR 0.50 X 0 0 0 DANIELLE STERN DIRECTOR 1.00 X 0 0 0 RICHARD TAYLOR DIRECTOR 1.00 X 0 0 0 AMY LAFAVE LIBRARY DIRECTOR 35.00 X 54943 0 6058 54943 0 6058 0 0 0 0 0 14269 624709 505193 638978 GOVERNMENT GRANTS 900099 166035 166035 SALE OF BOOKS & PHOTOS 900099 10630 10630 SALE OF RELATED ITEMS 900099 7835 7835 FEES FOR OVERDUE BOOKS 900099 3681 3681 188181 24283 24283 226291 180764 45527 45527 45527 91058 14269 11679 79379 79379 MISCELLANEOUS 900099 3684 3684 3684 980032 191865 0 149189 35381 19287 8571 7523 146258 63506 45891 36861 11877 752 11125 14104 6640 4136 3328 11686 11686 16500 16500 18579 18579 2194 2194 11230 2091 6791 2348 10619 7221 2973 425 17105 16247 518 340 6809 6809 10271 8052 2219 ANNUAL CONTRIBUTION TO 66000 66000 MISCELLANEOUS FUND-RAIS 52670 52670 BOOK COLLECTIONS & EXHI 17457 17457 CW MARS MEMBERSHIP DUES 8846 8846 9487 6004 3483 467073 222103 141475 103495 X 80900 66653 985 930 20000 10000 7958 13 2100 0 273567 267808 12568 5759 613439 624209 428491 990247 960750 2658741 2127191 4356552 33390 11533 7065 0 40455 11533 X 305260 820383 1369893 3113053 411583 411583 2086736 4345019 2127191 4356552 X 512959 47334 1799500 -101510 X 0 1 X 1 0 X 526455 428806 483820 390406 805013 2634500 526455 428806 483820 390406 805013 2634500 504940 2129560 53885 34882 25301 18092 24283 156443 480 244 2681 10672 3684 17761 2808704 573965 0.75820 0.90170 X X X X X 0 411583 21857 21857 411583 411583 28015 28015 411583 411583 -806 -806 411583 411583 4262 4262 411583 411583 7465 7465 411583 1.00000 0 0 9320 8321 999 264247 259487 4760 5759 INVESTMENTS HELD IN AGENCY FUND 990247 F 990247 RENT RECEIVABLE 2658740 INEXHAUSTIBLE COLLECTIONS AND BOOKS 1 2658741 X 2808287 47334 1799500 1846834 961453 18579 18579 980032 550004 101510 101510 448494 18579 18579 467073 PART III, LINE 4: THE LENOX LIBRARY'S COLLECTIONS ARE COMPOSED OF THE FOLLOWING: 1. CIRCULATING COLLECTIONS OF BOOKS AND NON-PRINT MATERIALS THAT ARE AVAILABLE FOR LOAN TO REGISTERED BORROWERS IN GOOD STANDING FOR A SPECIFIED PERIOD OF TIME. 2. HISTORIC AND SPECIAL COLLECTIONS OF RARE, UNIQUE AND HISTORICAL ITEMS THAT ARE AVAILABLE TO QUALIFIED INDIVIDUALS FOR RESEARCH AND STUDY PURPOSES. IN ALL CASES, THESE MATERIALS ARE PROVIDED SO AS TO SATISFY AND FURTHER THE EDUCATIONAL, INFORMATIONAL AND RECREATIONAL INTERESTS AND NEEDS OF THE LOCAL COMMUNITY AND ITS MEMBERS. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND CONTRIBUTION 1,799,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN-KIND RENT 101,510. GALA 39245 2925 36320 1162 ANNUAL BOOKSALE 27789 0 27789 0 2 25289 11344 13945 8936 92323 14269 78054 10098 10098 67956 X 4 505193 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO SUBMISSION TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER, OFFICER AND MANAGEMENT EMPLOYEE SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED THAT THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST AS SPECIFIED IN THE ASSOCIATIONS'S CONFLICT OF INTEREST POLICY. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A BOARD MEMBER, OFFICER OR MANAGEMENT EMPLOYEE, OR A FAMILY MEMBER THEREOF, SHALL BE TREATED AS CONFIDENTIAL AND SHALL BE MADE AVAILABLE ONLY TO THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THEM AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING SUCH FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE SUCH DISCIPLINARY AND CORRECTIVE ACTION AS IT DEEMS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF SELECTMEN AND THE TOWN MANAGER. TWO SELECTMEN AND THE TOWN MANAGER ALSO SIT ON THE BOARD OF MANAGERS AND RECEIVE GOVERNING DOCUMENTS. THE PUBLIC IS INVITED TO ATTEND THE ANNUAL MEETING, AT WHICH A YEAR-END FINANCIAL SUMMARY IS PROVIDED. ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: IN-KIND RENT -101,510.