2016-05-16T00:00:00-05:00 2015-12-31 111986323 MARCUM LLP 1600 MARKET STREET 32ND FLOOR PHILADELPHIA PA 19103 990 2015-01-01 131362850 SWEDENBORG FOUNDATION INC SWED 8003553222 320 NORTH CHURCH STREET WEST CHESTER PA 19380 KAREN FEIL TREASURER 8003553222 2016-05-16 1 DOMINIC CAGLIOTI P00105808 2152972100 2015 2016-09-27 15:27:22Z RICHARD B HATHEWAY 320 NORTH CHURCH STREET WEST CHESTER PA 19380 5012877 0 X SWEDENBORG.COM X 1849 PA TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC. 16 6 9 0 0 0 254815 906497 0 0 5790148 438642 -91814 -41185 5953149 1303954 0 0 0 0 665549 656557 0 0 139570 870937 769848 1536486 1426405 4416663 -122451 18351408 17679350 19241 26300 18332167 17653050 TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC. 0 0 467783 PUBLICATION AND DISTRIBUTION OF THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS 405909 ONLINE PROGRAMMING OF EMANUEL SWEDENBORG'S WORK. 45105 MARKETING AND PROMOTION OF EMANUEL SWEDENBORG'S WORKS. 918797 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 26 0 9 1 0 0 0 0 0 0 0 0 X 16 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA NY X SWEDENBORG FOUNDATION INC 8003553222 320 NORTH CHURCH ST WEST CHESTER PA 19380 DR RICHARD HATHEWAY PRESIDENT 20.00 X X 0 0 0 LARRY CONANT VICE PRESIDENT 20.00 X X 0 0 0 PETE TOOT SECRETARY 20.00 X X 0 0 0 JAMES P HORIGAN TREASURER 20.00 X X 0 0 0 KAREN FEIL DIRECTOR 5.00 X 0 0 0 REV DR JAMES F LAWRENCE DIRECTOR 5.00 X 0 0 0 REV DR JONATHAN S ROSE DIRECTOR 5.00 X 104204 0 0 DR LEWIS SHAW DIRECTOR 5.00 X 0 0 0 DR STUART SHOTWELL DIRECTOR 5.00 X 66430 0 0 DR SYLVIA SHAW DIRECTOR 5.00 X 0 0 0 REV JEREMY SIMONS DIRECTOR 5.00 X 0 0 0 RICHARD SMOLEY DIRECTOR 5.00 X 6000 0 0 KATHY TAFEL DIRECTOR 5.00 X 0 0 0 PAMELA WELDON DIRECTOR 5.00 X 0 0 0 DR JANE WILLIAMS-HOGAN DIRECTOR 5.00 X 0 0 0 CORY BRADFORD-WATTS DIRECTOR 5.00 X 0 0 0 176634 0 0 1 0 0 0 0 12115 894382 906497 413855 413855 3644151 3619364 24787 24787 24787 48374 89559 -41185 -41185 1303954 -16398 0 413855 X 508082 328739 113135 66208 28499 17531 7371 3597 71433 45003 17368 9062 48543 31129 11083 6331 1303 1303 33243 33243 28092 28092 379753 337745 42008 124370 123929 441 26267 3487 22780 40703 14364 26339 29646 29646 26171 170 26001 MEMBERSHIP DEVELOPMENT 75072 16574 4126 54372 MISCELLANEOUS 5228 126 5102 0 1426405 918797 368038 139570 178228 180620 4620 339052 17761 10148 119189 70122 49379 46979 691490 232785 480939 458705 15766960 14810657 1734332 1763067 18351408 17679350 19241 26300 19241 26300 X 17803535 16799762 272632 597288 256000 256000 18332167 17653050 18351408 17679350 -122451 -556666 0 X 0 1 X 1 0 X 1029558 261922 952211 259695 905876 3409262 1029558 261922 952211 259695 905876 3409262 1428879 1980383 281805 276778 310184 271131 413855 1553753 1331 1306 963 621 4221 4967236 362984 0.39870 0.25250 X THE FOUNDATION GENERALLY RECEIVES DONATIONS AND MEMBER DUES FROM THE GENERAL PUBLIC AND MEMBERS. NORMALLY A LARGE NUMBER OF SMALLER DONATIONS ARE RECEIVED FROM THE GENERAL PUBLIC AND FROM MEMBERS BASED UPON SEVERAL FUND RAISING APPEALS DURING THE YEAR. FOR MANY YEARS THE FOUNDATION HAS CONSISTENTLY ATTRACTED A VARIETY OF DONATIONS FROM ITS RESTRICTED AND UNRESTRICTED ACTIVITIES AND PROGRAMS. IN 2010 AND 2013 THE FOUNDATION RECEIVED ONE-TIME LARGE BEQUESTS FROM TWO DISTINCT DONORS. IN ADDITION, THE FOUNDATION RELIES ON REVENUES FROM ITS INVESTMENTS AND PUBLICATION SALES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 508164 -3273 504891 474701 33463 508164 423668 51541 500 474709 400431 23237 423668 0.00000 0.50700 0.49300 0 0 128523 128523 468093 153203 314890 54863 47982 6881 40011 31600 8411 458705 REAL ESTATE INVESTMENT TRUSTS 1763067 F 1763067 X 808755 -556666 -556666 1365421 28092 -89559 -61467 1303954 1487872 89559 89559 1398313 28092 28092 1426405 PART III, LINE 1A: THE FOUNDATION HAS A COLLECTION OF RARE AND OLD BOOKS, WHICH ARE MAINTAINED AT ITS HEADQUARTERS, FOR WHICH NO VALUE IS ASCRIBED IN THE FINANCIAL STATEMENTS. PART X, LINE 2: THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION CLARIFIES THE ACCOUNTING AND REPORTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS, TAKEN OR EXPECTED TO BE TAKEN IN FILINGS WITH TAXING JURISDICTIONS, USING MINIMUM RECOGNITION AND MEASUREMENT THRESHOLDS. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL, STATE AND LOCAL JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. SHOULD SETTLEMENT OF AN EXAMINATION, OR OTHER EVENT, RESULT IN A CHANGE IN MANAGEMENT'S EVALUATION OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN FILINGS THAT HAVE NOT BEEN CLOSED BY STATUTE OR EXAMINATION, ANY TAX, INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFIT, AS A RESULT OF THE UNCERTAIN TAX POSITION, WOULD BE REPORTED IN THE PROVISION FOR INCOME TAXES, INTEREST EXPENSE, AND OPERATING EXPENSES, RESPECTIVELY. MANAGEMENT BELIEVES THE FOUNDATION HAS NO RELATED TAX EXPOSURE AS OF DECEMBER 31, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOK DISTRIBUTION COSTS PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK DISTRIBUTION COSTS DR JONATHAN S ROSE BOARD OF DIRECTOR 104204 COMPENSATION FOR SERVICES 0 DR STUART SHOTWELL BOARD OF DIRECTOR MEMBER 66430 COMPENSATION FOR SERVICES 0 RICHARD SMOLEY BOARD OF DIRECTOR MEMBER 6000 COMPENSATION FOR SERVICES 0 CHELSEA ROSE ODHNER RELATED TO BOARD OF DIRECTOR MEMBER 6940 COMPENSATION FOR SERVICES 0 REV DR GEORGE F DOLE ASSOCIATE BOARD OF DIRECTOR MEMBER 5375 COMPENSATION FOR SERVICES 0 ALICIA DOLE RELATED TO ASSOCIATE BOARD OF DIRECTOR MEMBER 48968 COMPENSATION FOR SERVICES 0 SARAH DOLE RELATED TO ASSOCIATE BOARD OF DIRECTOR MEMBER 9928 COMPENSATION FOR SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT, TREASURER, AND ACCOUNTING AND MANAGEMENT PERSONNEL REVIEW FORM 990. EACH BOARD MEMBER RECEIVES A COPY. THE FORM IS MADE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION HEADQUARTERS TO ALL PARTIES OF INTEREST. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY AN AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 FINANCIAL STATEMENTS, TAX RETURNS AND POLICIES ARE AVAILABLE FOR PHYSICAL INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL ANNUAL FINANCIAL STATEMENTS, FORM 990 AND STATE FILED CHARITIES REPORTS AND DOCUMENTS ARE MADE AVAILABLE TO PARTIES OF INTEREST AT THE ANNUAL MEETING AND UPON REQUEST DURING THE YEAR. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICE FEES: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 42,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,008. CREATIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 334,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,745.