INDUSTRIAL ARCHIVES & LIBRARY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INDUSTRIAL ARCHIVES & LIBRARY (EIN 47-3349032)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-12
- IRS object ID
- 201712859349100706
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-12T14:11:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232620120 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCANNON MILLER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY STE 300 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180172285 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473349032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL ARCHIVES & LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDU | BusinessNameControlTxt |
| Phone | 6108681115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 W FOURTH ST | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN G DONCHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108681115 | PhoneNum |
| Signature | 2017-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA L BRADY CPA | PreparerPersonNm |
| PTIN | P01798915 | PTIN |
| Phone | 6104335501 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.106.148.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-10 | IPDt |
| IP Tm | 13:23:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C18D1832719FAE30378F07782469561B2C5D9798 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31A17B63AA6B4578A09AC98A56E42B642C4AB629 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,159,944 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $281,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $930,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,480 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,231 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,231 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,122 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,122 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,119 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,119 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,146 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,146 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,939 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $65,666 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,476 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $41,826 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,069 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,146 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,740 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $384,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $356,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,331 | CashBOYAmt |
| Cash EOY | $22,753 | CashEOYAmt |
| Cash EOYFMV | $22,753 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $329,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,002 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,030 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,232 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,232 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,377,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,074,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,074,313 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $745,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,277 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $691,968 | LandBOYAmt |
| Land EOY | $705,556 | LandEOYAmt |
| Land EOYFMV | $705,556 | LandEOYFMVAmt |
| Other Assets BOY | $12,194 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,088 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,425,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,159,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,159,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,123 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,608 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $47,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $54,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,608 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $910,000 | UnrestrictedBOYAmt |
| Unrestricted EOY | $910,000 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $12,461,472 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $13,233,336 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,371,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,143,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,425,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,159,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,371,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $812,356 | OtherIncreasesAmt |
| Subtotal | $14,143,336 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,143,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | D | $814,303 | $704,656 | $109,647 | $109,647 |
| CAPITAL GAINS DIVIDENDS | P | $115,833 | $115,833 | $115,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,367,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029014 | DistributionYr1Rt |
| Total Distribution | 0.029014 | TotalDistributionRt |
| Average Distribution | 0.029014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,787,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $371,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,407 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $375,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $391,872 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,017 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,017 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,610 | OverpaymentAmt |
| Applied To ES Tax | $6,610 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL ARCHIVES & LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108681115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 W FOURTH ST | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $90,000 | $7,239 | $0 |
| MICHAEL M ALBARELL | ||||||||
| 901 WEST LEHIGH STREET | BETHLEHEM | PA | 18018 | TREASURER/SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J MYERS | ||||||||
| 707 E MACADA ROAD | BETHLEHEM | PA | 18017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $356,039 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,741,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,981,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,981,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,787,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,407 | TotalTaxAmt |
| Distributable Before Adj | $634,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $634,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $634,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $35,833 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $391,872 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,407 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $387,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $634,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $243,076 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,585 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,859 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,859 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $21,950 | $0 | $21,950 |
| AUDIT/TAX PREPARATION | $4,850 | $0 | $4,850 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING - 18 W. FOURTH STREET | 2015-01-01 | $710,000 | $23,667 | SL | 39.000000000000 | $12,743 | $0 |
| STORAGE RACKS | 2015-07-01 | $2,079 | $104 | SL | 10.000000000000 | $208 | $0 |
| STORAGE RACKS | 2015-12-01 | $3,690 | $30 | SL | 10.000000000000 | $369 | $0 |
| STORAGE RACKS | 2016-02-01 | $3,356 | SL | 10.000000000000 | $308 | $0 | |
| HEPA VACUUMS | 2016-02-01 | $4,090 | SL | 4.000000000000 | $937 | $0 | |
| HP WORKSTATIONS | 2016-03-01 | $3,328 | SL | 4.000000000000 | $693 | $0 | |
| EPSON PRINTER | 2016-05-01 | $3,230 | SL | 4.000000000000 | $698 | $0 | |
| FLAT FILE CABINET | 2016-06-01 | $7,206 | SL | 10.000000000000 | $420 | $0 | |
| STORAGE SYSTEM | 2016-09-01 | $3,001 | SL | 10.000000000000 | $100 | $0 | |
| SERVER | 2016-11-01 | $5,853 | SL | 4.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXCEPTION TO SELF-DEALING | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | FMV | $2,792,800 | $2,792,800 |
| HEDGE FUNDS | FMV | $593,774 | $593,774 |
| MUTUAL FUNDS | FMV | $8,522,689 | $8,522,689 |
| REAL ESTATE SECURITIES | FMV | $1,165,050 | $1,165,050 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING - 18 W. FOURTH STREET | $710,000 | $36,410 | $673,590 |
| STORAGE RACKS | $2,079 | $312 | $1,767 |
| STORAGE RACKS | $3,690 | $399 | $3,291 |
| STORAGE RACKS | $3,356 | $308 | $3,048 |
| HEPA VACUUMS | $4,090 | $937 | $3,153 |
| HP WORKSTATIONS | $3,328 | $693 | $2,635 |
| EPSON PRINTER | $3,230 | $698 | $2,532 |
| FLAT FILE CABINET | $7,206 | $420 | $6,786 |
| STORAGE SYSTEM | $3,001 | $100 | $2,901 |
| SERVER | $5,853 | $0 | $5,853 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,119 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,119 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $12,194 | BOYBookValueAmt |
| EOY Book Value | $12,088 | EOYBookValueAmt |
| EOYFMV | $12,088 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $61,079 | $61,079 | $0 |
| OFFICE EQUIPMENT - NON-CAPITAL | $13,027 | $0 | $13,027 |
| EQUIPMENT RENTAL | $2,824 | $0 | $2,824 |
| OFFICE EXPENSE | $11,147 | $0 | $11,147 |
| BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS | $805 | $0 | $805 |
| POSTAGE | $1,085 | $0 | $1,085 |
| SUPPLIES | $13,900 | $0 | $13,900 |
| MEMBERSHIPS/LICENSE FEES | $420 | $0 | $420 |
| INSURANCE | $5,364 | $0 | $5,364 |
| PAYROLL FEES | $845 | $0 | $845 |
| PRINTING/COPYING | $1,323 | $0 | $1,323 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $812,356 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME TAX | Desc |
| BOY Book Value | $47,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SERVICES | $183 | $0 | $183 |
| ARCHIVAL SERVICES | $15,963 | $0 | $15,963 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,740 | $0 | $9,740 |
| INVESTMENT INCOME TAX | $8,926 | $0 | $55,926 |
| FOREIGN TAX EXPENSE | $0 | $5,939 | $0 |
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