2016-11-09T08:17:51-06:00 2015-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2015-01-01 473349032 INDUSTRIAL ARCHIVES & LIBRARY INDU 6108681115 18 W FOURTH ST BETHLEHEM PA 18015 STEPHEN G DONCHES PRESIDENT 6108681115 2016-11-04 1 ANDREA L BRADY CPA P01798915 6104335501 2015 2017-02-10 21:41:12Z X X 13425595 X 14238434 95 95 95 151189 151189 151189 12612 4574946 2221201 0 14402330 2372485 151284 37500 0 0 37500 6427 0 0 6427 15892 0 0 15892 4880 0 0 4880 57237 0 0 57237 56597 3343 3343 6254 23801 0 0 27775 0 0 25532 810 0 0 810 55879 25662 25662 30217 286798 29005 29005 184749 0 0 286798 29005 29005 184749 14115532 2343480 122279 9331 9331 329990 329990 5030 5030 0 12377082 12377082 715769 23801 0 691968 691968 0 12194 12194 0 13425595 13425595 7123 0 47000 0 54123 X 13371472 0 13371472 0 13425595 0 14115532 0 14115532 744060 13371472 SALE OF PUBLICLY TRADED SECURITIES D 4408677 2353745 2054932 2054932 CAPITAL GAINS DIVIDENDS P 166269 166269 166269 2221201 0 46870 0 46870 0 46870 59000 59000 1113 11017 11017 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 1 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 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 ROBERT W BILHEIMER 1419 FERNWOOD STREET BETHLEHEM PA 18018 SECRETARY/TREASURER/TRUSTEE 1.00 0 0 0 KATHY GLICK WEIL 1136 MAIN STREET BETHLEHEM PA 18018 TRUSTEE 1.00 0 0 0 STEPHEN G DONCHES 18 W FOURTH ST BETHLEHEM PA 18015 PRESIDENT (AUGUST 1- DECEMBER 31) 40.00 37500 3185 0 NONE 0 STEPHEN G DONCHES 18 W FOURTH ST BETHLEHEM PA 18015 CONSULTING (JAN 1 - JULY 31) 52500 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. 184749 0 6204263 260295 0 6464558 0 0 6464558 96968 6367590 318380 X 184749 0 184749 0 184749 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2015-06-10 X 122279 0 0 0 122279 103937 0 0 0 103937 184749 0 0 0 184749 0 0 0 0 0 184749 0 0 0 184749 0 0 212253 0 0 0 212253 0 0 0 0 X 0 0 14 95 14 151189 18 12612 0 163896 0 163896 0 0 0 0 0 0 0 0 0 0 X X 1 S H CUMMINGS 231 S LASALLE STREET CHICAGO IL 60697 702427 X 2 S H CUMMINGS 231 S LASALLE STREET CHICAGO IL 60697 710000 X 3 S H CUMMINGS 231 S LASALLE STREET CHICAGO IL 60697 12826007 X 2 BUILDING USED FOR OPERATING THE LIBRARY AND ARCHIVES 710000 2015-01-01 3 MARKETABLE SECURITIES 12826007 2015-07-15 ACCOUNTING 4880 0 0 4880 BUILDING - 18 W. FOURTH STREET 2015-01-01 710000 SL 30.000000000000 23667 0 0 STORAGE RACKS 2015-07-01 2079 SL 10.000000000000 104 0 0 STORAGE RACKS 2015-12-01 3690 SL 10.000000000000 30 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 AND THE DAY-TO-DAY OPERATIONS MANAGER FOR SERVICES PERFORMED IN STARTING-UP AND MANAGING THE ORGANIZATION AND FULFILLING ITS CHARITABLE PURPOSE. STEPHEN DONCHES WAS PAID AS AN INDEPENDENT CONSULTANT FROM JANUARY 1 THROUGH JULY 31, 2015, WHEN HE WORKED ON ESTABLISHING THE ORGANIZATION. THE BOARD OF TRUSTEES THEN DECIDED THAT IT WOULD HIRE MR. DONCHES AS PRESIDENT AND CEO OF THE ORGANIZATION BEGINNING ON AUGUST 1, 2015. 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 BOTH CONSULTANT AND THEN AS PRESIDENT AND CEO WAS LESS THAN $100,000. MUTUAL FUNDS FMV 7792632 7792632 FIXED INCOME FMV 2777029 2777029 HEDGE FUNDS FMV 573021 573021 REAL ESTATE SECURITIES FMV 1234400 1234400 BUILDING - 18 W. FOURTH STREET 710000 23667 686333 STORAGE RACKS 2079 104 1975 STORAGE RACKS 3690 30 3660 LEGAL 15892 0 0 15892 DIVIDENDS RECEIVABLE 12194 12194 UNREALIZED LOSS ON INVESTMENTS 744060 INVESTMENT FEES 28237 25662 25662 2575 REGISTRATION FEES 50 0 0 50 OFFICE EQUIPMENT - NON-CAPITAL 11918 0 0 11918 EQUIPMENT RENTAL 3983 0 0 3983 OFFICE EXPENSE 4478 0 0 4478 BOOKS, SUBSCRIPTIONS, REFERENCE MATERIALS 428 0 0 428 POSTAGE 117 0 0 117 SUPPLIES 2438 0 0 2438 MEMBERSHIPS 150 0 0 150 INSURANCE 3798 0 0 3798 PAYROLL FEES 282 0 0 282 ACCRUED INVESTMENT INCOME TAX 0 47000 IT SERVICES 362 0 0 362 CONTRACTOR FEES 56875 0 0 56875 S H CUMMINGS 231 S LASALLE STREET CHICAGO IL 60697 REAL ESTATE TAXES 6254 0 0 6254 INVESTMENT INCOME TAX 47000 0 0 0 FOREIGN TAX EXPENSE 3343 3343 3343 0