LIBRARY COMPANY OF PHILADELPHIA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIBRARY COMPANY OF PHILADELPHIA (EIN 23-1370444)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349300514
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T06:32:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231406493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORISON COGEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT RD - STE 500 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231370444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIBRARY COMPANY OF PHILADELPHIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIBR | BusinessNameControlTxt |
| Phone | 2155463181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 LOCUST STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2155463181 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M KISTNER CPA | PreparerPersonNm |
| PTIN | P00157086 | PTIN |
| Phone | 2674403000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 LOCUST STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,411,842 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIBRARYCOMPANY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1731 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT RESEARCH LIBRARY FOR THE STUDY OF AMERICAN HISTORY AND CULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,688,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,250,014 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $199,013 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $182,010 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,907,421 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,302,200 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,795,377 | PYTotalRevenueAmt |
| CY Total Revenue | $5,734,224 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $242,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,410,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,568,771 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $263,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,365,743 | PYOtherExpensesAmt |
| CY Other Expenses | $1,331,879 | CYOtherExpensesAmt |
| PY Total Expenses | $3,018,398 | PYTotalExpensesAmt |
| CY Total Expenses | $3,200,850 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $776,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,533,374 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,982,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,471,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,142,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,890,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,328,762 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE LIBRARY COMPANY IS TO ENRICH PUBLIC UNDERSTANDING OF OUR NATION'S HISTORY BY FOSTERING ADVANCED RESEARCH IN ITS COLLECTIONS OF PRIMARY SOURCE MATERIALS RELATING TO AMERICAN HISTORY AND CULTURE FROM THE 17TH THROUGH 19TH CENTURIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,456,940 | ExpenseAmt |
| Grant | $300,200 | GrantAmt |
| Revenue | $182,010 | RevenueAmt |
| Desc | OPERATION OF A RARE BOOK REPOSITORY AND RESEARCH LIBRARY, PRESENTING EXHIBITS, PROGRAMS AND PUBLICATIONS FOR MEMBERS AND GENERAL PUBLIC | Desc |
| Total Program Service Expenses | $2,456,940 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIBRARY COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155463181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 LOCUST STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HOWELL K ROSENBERG | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAUDE DE SCHAUENSEE | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES B LANDRETH | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN F MEIGS | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA W BUSHNELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY S CHERKEN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS D CONSTAN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL B MANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE SCHEIDE MARSHALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL M MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN P MULLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL K RICHTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WOOD SNOWDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL F SUAREZ SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C TUTEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD M WADDINGTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE WOLF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER A BENOLIEL | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS GREEN BRODSKY | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J CHRISTIAN | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B ROBERT DEMENTO | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVIDA T DEUTSCH | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEATRICE WB GARVAN | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H HELFAND | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W MAXEY | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH P MCLEAN | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN O MONTGOMERY | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA HAMILTON MORRIS | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E ROSENBERG | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL E SOLTIS | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEYMOUR I TOLL | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN S WEARY | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ZINMAN | |||||||
| EMERITUS TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN VAN HORNE | |||||||
| DIRECTOR | 35.00 | Yes (X) | $67,607 | $0 | $15,468 | ||
| RICHARD NEWMAN | |||||||
| DIRECTOR | 35.00 | Yes (X) | $77,773 | $0 | $9,463 | ||
| MOLLY ROTH | |||||||
| DEVELOPMENT DIRECTOR | 35.00 | $106,918 | $0 | $10,236 | Yes (X) | ||
| JAMES N GREEN | |||||||
| LIBRARIAN | 35.00 | $106,072 | $0 | $13,180 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $358,370 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LIMBACH COMPANY LLC | |||||
| 175 TITUS AVE STE 100 | WARRINGTON | PA | 18975 | MAINTENANCE | $367,069 |
| DOMUS INC | |||||
| 346 E WALNUT LANE | PHILADELPHIA | PA | 19144 | CONSTRUCTION CONTRACT | $273,800 |
| UGI ENERGY SERVICES LLC | |||||
| PO BOX 837032 | PHILADELPHIA | PA | 19182 | GAS AND ELECTRIC | $112,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $104,675 | MembershipDuesAmt |
| Government Grants | $695,703 | GovernmentGrantsAmt |
| All Other Contributions | $1,449,636 | AllOtherContributionsAmt |
| Total Contributions | $2,250,014 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIBRARY SERVICES | Desc |
| Business | 519100 | BusinessCd |
| Total Revenue Column | $182,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,010 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $182,010 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $650,746 | TotalRevenueColumnAmt |
| Exclusion | $650,746 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,329,072 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,677,618 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,651,454 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,651,454 | TotalRevenueColumnAmt |
| Exclusion | $2,651,454 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,734,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,302,200 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,200 | TotalAmt |
| Program Services | $300,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,311 | TotalAmt |
| Program Services | $132,477 | ProgramServicesAmt |
| Management And General | $11,525 | ManagementAndGeneralAmt |
| Fundraising | $26,309 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,800 | TotalAmt |
| Program Services | $847,249 | ProgramServicesAmt |
| Management And General | $74,271 | ManagementAndGeneralAmt |
| Fundraising | $177,280 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,529 | TotalAmt |
| Program Services | $68,309 | ProgramServicesAmt |
| Management And General | $5,321 | ManagementAndGeneralAmt |
| Fundraising | $14,899 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,777 | TotalAmt |
| Program Services | $94,119 | ProgramServicesAmt |
| Management And General | $8,261 | ManagementAndGeneralAmt |
| Fundraising | $9,397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,354 | TotalAmt |
| Program Services | $77,414 | ProgramServicesAmt |
| Management And General | $6,365 | ManagementAndGeneralAmt |
| Fundraising | $15,575 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,226 | TotalAmt |
| Management And General | $10,226 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,249 | TotalAmt |
| Program Services | $42,942 | ProgramServicesAmt |
| Management And General | $5,307 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,831 | TotalAmt |
| Management And General | $209,543 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,413 | TotalAmt |
| Program Services | $74,663 | ProgramServicesAmt |
| Management And General | $11,750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,968 | TotalAmt |
| Program Services | $13,306 | ProgramServicesAmt |
| Management And General | $662 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,945 | TotalAmt |
| Program Services | $35,102 | ProgramServicesAmt |
| Management And General | $784 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,175 | TotalAmt |
| Program Services | $173,705 | ProgramServicesAmt |
| Management And General | $21,470 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,620 | TotalAmt |
| Program Services | $36,152 | ProgramServicesAmt |
| Management And General | $4,468 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UTILITIES | $145,074 | $109,005 | $36,069 | |
| MAINTENANCE | $123,770 | $98,364 | $24,722 | $684 |
| BOOKS AND PERIODICALS | $92,323 | $92,323 | ||
| SPECIAL EVENTS | $74,565 | $71,331 | $1,804 | $1,430 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,720 | TotalAmt |
| Program Services | $190,279 | ProgramServicesAmt |
| Management And General | $48,042 | ManagementAndGeneralAmt |
| Fundraising | $17,399 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200,850 | TotalAmt |
| Program Services | $2,456,940 | ProgramServicesAmt |
| Management And General | $480,590 | ManagementAndGeneralAmt |
| Fundraising | $263,320 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,665 | BOYAmt |
| EOY | $107,790 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,553 | BOYAmt |
| EOY | $327,541 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,665 | BOYAmt |
| EOY | $912,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,498 | BOYAmt |
| EOY | $14,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,933,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,657,248 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,726,282 | BOYAmt |
| EOY | $8,276,156 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,669,136 | BOYAmt |
| EOY | $30,833,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,982,799 | BOYAmt |
| EOY | $40,471,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,145 | BOYAmt |
| EOY | $217,546 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $925,330 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,145 | BOYAmt |
| EOY | $1,142,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,271,906 | BOYAmt |
| EOY | $10,246,506 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,379 | BOYAmt |
| EOY | $1,388,629 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,416,369 | BOYAmt |
| EOY | $27,693,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,890,654 | BOYAmt |
| EOY | $39,328,762 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,982,799 | BOYAmt |
| EOY | $40,471,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,533,374 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,095,266 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,243,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,614,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,343,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,688,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,014 | CurrentTaxYearAmt |
| Total | $11,140,602 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,243,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,614,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,343,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,688,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,250,014 | CurrentTaxYearAmt |
| Total | $11,140,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,556,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,583,820 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $666,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $781,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $681,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $649,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $650,746 | CurrentTaxYearAmt |
| Total | $3,429,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,570,309 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,051,079 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,416,369 | BeginningYearBalanceAmt |
| Contributions | $617,938 | ContributionsAmt |
| Investment Earnings Or Losses | $904,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,245,586 | OtherExpendituresAmt |
| End Year Balance | $27,693,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,226,636 | BeginningYearBalanceAmt |
| Contributions | $1,768,164 | ContributionsAmt |
| Investment Earnings Or Losses | $3,655,303 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,233,734 | OtherExpendituresAmt |
| End Year Balance | $27,416,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,700,635 | BeginningYearBalanceAmt |
| Contributions | $145,743 | ContributionsAmt |
| Investment Earnings Or Losses | $2,507,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,127,643 | OtherExpendituresAmt |
| End Year Balance | $23,226,636 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,840,696 | BeginningYearBalanceAmt |
| Contributions | $587,960 | ContributionsAmt |
| Investment Earnings Or Losses | $265,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $993,118 | OtherExpendituresAmt |
| End Year Balance | $21,700,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,284,571 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,299,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $772,882 | OtherExpendituresAmt |
| End Year Balance | $21,840,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,478,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,334,404 | DepreciationAmt |
| Book Value | $8,144,324 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $454,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $322,844 | DepreciationAmt |
| Book Value | $131,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,276,156 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,638,958 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,095,266 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,095,266 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,734,224 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,734,224 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,200,850 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,200,850 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,200,850 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE LIBRARY COMPANY'S ENDOWMENT COMPRISES FUNDS RESTRICTED BY DONORS TO SUPPORT PARTICULAR ACTIVITIES (E.G., RESEARCH, FELLOWSHIPS, ACQUISITIONS, TECHNOLOGY, CATALOGING, AND MAINTENANCE) AND UNRESTRICTED FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT THAT SUPPORT ALL ASPECTS FO THE COMPANY'S OPERATIONS. |
| PART III, LINE 4: | PART III: ORGANIZATION MAINTAINS COLLECTIONS OF ART, HISTORICAL TREASURES AND, OTHER SIMILAR ASSETS. - THE PERMANENT COLLECTIONS COMPRISE APPROXIMATELY 500,000 BOOKS, PAMPHLETS AND BROADSIDES; 160,000 MANUSCRIPTS; 100,000 PRINTS, PHOTOGRAPHS AND OTHER GRAPHIC WORKS; AND SEVERAL HUNDRED WORKS OF ART AND ARTIFACTS. BECAUSE THE VALUES OF THE EXISTING PERMANENT COLLECTIONS ARE NOT READILY DETERMINABLE, IN ACCORDANCE WITH FASB ASC 958, NOT-FOR-PROFIT ENTITIES, THE COMPANY HAS NOT CAPITALIZED THEM. ACCESSIONS AND DEACCESSIONS ARE ACCOUNTED FOR IN UNRESTRICTED NET ASSETS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP GRANTS | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $300,200 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FELLOWSHIPS SUPPORT RESEARCH IN RESIDENCE AT THE LIBRARY COMPANY; THE REFERENCE STAFF MAINTAINS DAILY CONTACT WITH THE FELLOWS DURING THEIR FELLOWSHIP PERIOD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR AND STAFF ACCOUNTANT REVIEW THE FORM 990 WITH THE PAID PREPARER. THE AUDIT COMMITTEE REVIEWS THE FORM AND RECOMMENDS ACCEPTANCE OF THE 990 TO THE BOARD OF TRUSTEES, AND THE BOARD APPROVES THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | COVERED PERSONS ARE SOLICITED ANNUALLY, ASKING THESE INDIVIDUALS TO REPORT ANY POSSIBLE POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND DETERMINES COMPENSATION USING COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE IRS DETERMINATION LETTER OF 501(C)3 STATUS AND THE AUDITED FINANCIAL STATEMENTS ARE FURNISHED UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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