2018-07-24T10:10:21-05:00 2017-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2017-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 STEPHEN G DONCHES PRESIDENT 6108681115 2018-07-12 1 ANDREA L BRADY CPA P01798915 6104335501 2017 2022-09-23 18:48:47Z X 15595780 X X 775 775 775 284256 284256 284256 173870 644119 287102 0 458901 572133 285031 94167 0 0 94167 167817 0 0 165000 59385 0 0 57628 35495 0 0 34930 51073 0 0 56703 3357 0 0 9055 11755 6894 6894 10256 26365 0 0 74708 0 0 71138 18282 0 0 18220 129657 66726 66726 57353 672061 73620 73620 574450 0 0 672061 73620 73620 574450 -213160 498513 211411 22753 28074 28074 328002 267503 267503 17232 10488 10488 13074313 14513987 14513987 830689 66642 705556 764047 764047 12088 11681 11681 14159944 15595780 15595780 16608 14008 16608 14008 X 910000 910000 13233336 14671772 14143336 15581772 14159944 15595780 14143336 -213160 1651596 15581772 0 15581772 SALE OF PUBLICLY TRADE SECURITIES D 489595 357017 132578 132578 CAPITAL GAINS DIVIDENDS P 154524 154524 154524 287102 0 0 387465 12787105 0.030301 184749 6367590 0.029014 0.059315 0.029658 13919725 412831 4985 417816 659306 X 4985 0 4985 0 4985 6610 0 0 6610 0 1625 1625 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 N/A 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 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 94167 5765 0 MICHAEL M ALBARELL 901 WEST LEHIGH STREET BETHLEHEM PA 18018 TREASURER/TRUSTE 1.00 0 0 0 DAVID J MYERS 707 E MACADA ROAD BETHLEHEM PA 18017 SECRETARY/TRUSTEE 1.00 0 0 0 NONE 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. 574450 0 13919598 212103 0 14131701 0 0 14131701 211976 13919725 695986 X 574450 0 84856 659306 4985 654321 0 243076 0 0 0 0 0 0 0 0 0 0 0 0 0 243076 0 0 0 0 2015-06-10 X 211411 215256 122279 0 548946 179699 182968 103937 0 466604 659306 391872 184749 0 1235927 0 0 0 0 0 659306 391872 184749 0 1235927 0 0 463991 426237 212253 0 1102481 0 0 0 0 X 0 0 14 775 14 284256 07 173870 0 458901 0 458901 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 30473 0 0 29353 AUDIT/TAX PREPARATION 20600 0 0 27350 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 36410 SL 39.000000000000 18205 0 0 STORAGE RACKS 2015-07-01 2079 312 SL 10.000000000000 208 0 0 STORAGE RACKS 2015-12-01 3690 399 SL 10.000000000000 369 0 0 STORAGE RACKS 2016-02-01 3356 308 SL 10.000000000000 336 0 0 HEPA VACUUMS 2016-02-01 4090 937 SL 4.000000000000 1023 0 0 HP WORKSTATIONS 2016-03-01 3328 693 SL 4.000000000000 832 0 0 EPSON PRINTER 2016-05-01 3230 698 SL 4.000000000000 808 0 0 FLAT FILE CABINET 2016-06-01 7206 420 SL 10.000000000000 721 0 0 STORAGE SYSTEM 2016-09-01 3001 100 SL 10.000000000000 300 0 0 SERVER 2016-11-01 5853 SL 4.000000000000 1463 0 0 GUILLOTINE PAPER TRIMMER 2017-01-01 2976 SL 10.000000000000 298 0 0 STORAGE RACKS 2017-06-01 15168 SL 10.000000000000 885 0 0 SCANPRO 3000 2017-12-01 52004 SL 10.000000000000 433 0 0 PCS FO SCAN PRO 3000 2017-12-01 6153 SL 4.000000000000 128 0 0 SANTA FE CLASSIC AIR SYSTEM 2017-08-01 3675 SL 10.000000000000 153 0 0 IMPROVED AIR SUPPLY SYSTEM 2017-08-01 4880 SL 10.000000000000 203 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. FURTHERMORE, THE COMBINED COMPENSATION AS PRESIDENT AND CEO WAS LESS THAN $100,000. 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. IN 2017, THE ORGANIZATION NOW 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 2637476 2637476 HEDGE FUNDS FMV 653728 653728 MUTUAL FUNDS FMV 11222783 11222783 BUILDING - 18 W. FOURTH STREET 710000 54615 655385 STORAGE RACKS 2079 520 1559 STORAGE RACKS 3690 768 2922 STORAGE RACKS 3356 644 2712 HEPA VACUUMS 4090 1960 2130 HP WORKSTATIONS 3328 1525 1803 EPSON PRINTER 3230 1506 1724 FLAT FILE CABINET 7206 1141 6065 STORAGE SYSTEM 3001 400 2601 SERVER 5853 1463 4390 GUILLOTINE PAPER TRIMMER 2976 298 2678 STORAGE RACKS 15168 885 14283 SCANPRO 3000 52004 433 51571 PCS FO SCAN PRO 3000 6153 128 6025 SANTA FE CLASSIC AIR SYSTEM 3675 153 3522 IMPROVED AIR SUPPLY SYSTEM 4880 203 4677 LEGAL 35495 0 0 34930 DIVIDENDS RECEIVABLE 12088 11681 11681 INVESTMENT FEES 66726 66726 66726 0 OFFICE EQUIPMENT - NON-CAPITAL 7794 0 0 7794 EQUIPMENT RENTAL 4917 0 0 4582 OFFICE EXPENSE 15946 0 0 15946 BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS 350 0 0 370 POSTAGE 1164 0 0 1122 SUPPLIES 6799 0 0 9085 MEMBERSHIPS/LICENSE FEES 2749 0 0 2749 INSURANCE 5564 0 0 5411 PAYROLL FEES 997 0 0 843 PRINTING/COPYING 192 0 0 192 TRANSCRIPTION SERVICES 4502 0 0 3102 SOFTWARE 11567 0 0 5767 BUS. PRIVEGE TAX 25 0 0 25 WWEBSITE 365 0 0 365 UNREALIZED GAIN ON INVESTMENTS 1651596 IT SERVICES 869 0 0 2125 ARCHIVAL SERVICES 2488 0 0 3330 OTHER PROFESSIONAL SERVICES 0 0 0 3600 REAL ESTATE TAXES 10291 0 0 10256 INVESTMENT INCOME TAX 1464 0 0 0 FOREIGN TAX EXPENSE 0 6894 6894 0