LOWER MERION LIBRARY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOWER MERION LIBRARY FOUNDATION (EIN 23-2813619)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-15
- IRS object ID
- 201122589349300612
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-09-15T10:30:44-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLYTETI ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA AVENUE LL3 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 190043218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232813619 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWER MERION LIBRARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWE | NameControl |
| Phone | 6106456110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 EAST LANCASTER AVENUE | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 190032323 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES J BLOOM ESQ | Name |
| Title | PRESIDENT | Title |
| Phone | 6106456110 | Phone |
| Date Signed | 2011-09-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB TETI CPA | Name |
| Phone | 6106647000 | Phone |
| Date Prepared | 2011-09-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES J BLOOM ESQ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 EAST LANCASTER AVENUE | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 190032323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 236981 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lmls.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT AND ENRICH SYSTEM-WIDE SERVICES OFFERED BY THE LOWER MERION LIBRARY SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1397912 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 232537 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1451 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1399363 | TotalRevenuePriorYear |
| Total Revenue Current Year | 234368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 400000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 177216 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 186907 | OtherExpensePriorYear |
| Other Expenses Current Year | 185323 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 186907 | TotalExpensesPriorYear |
| Total Expenses Current Year | 585323 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1212456 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -350955 | RevenuesLessExpensesCY |
| Total Assets BOY | 1584067 | TotalAssetsBOY |
| Total Assets EOY | 1121984 | TotalAssetsEOY |
| Total Liabilities BOY | 191087 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 79956 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1392980 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1042028 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE LOWER MERION LIBRARY FOUNDATION IS TO SUPPORT THE SYSTEM-WIDE SERVICES OFFERED BY THE LOWER MERION LIBRARY SYSTEM BY ENCOURAGING GIFTS IN ACCORDANCE WITH THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE AS AMENDED. FUNDS RAISED BY THE FOUNDATION ARE FOR THE ENRICHMENT OF LIBRARY SERVICES, AND ARE NOT MEANT TO BE SUBSTITUTED FOR TRADITIONAL TAX-BASED FUNDING OR ANNUAL GIVING CAMPAIGNS OF MEMBER LIBRARIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 400000 | Expense |
| Description | LOWER MERION LIBRARY FOUNDATION ACTIVITIES WERE DEVOTED TO RESEARCH AND GRANT PROPOSALS TO FUND COLLECTION DEVELOPMENT ACTIVITIES IN THE LOWER MERION LIBRARY SYSTEM. LOWER MERION LIBRARY FOUNDATION ALSO CONCENTRATED ON RAISING PUBLIC FUNDING FOR THE LOWER MERION LIBRARY SYSTEM'S CAPITAL CAMPAIGN. THIS CAMPAIGN WILL HELP TO RAISE THE FUNDS NEEDED FOR SIX LIBRARY RENOVATIONS WITHIN THE LOWER MERION LIBRARY SYSTEM AND WILL MAKE CONTRIBUTIONS TO THE TOWNSHIP OF LOWER MERION TO MEET THIS CAUSE. | Description |
| Total Program Service Expense | 400000 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 1 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES J BLOOM ESQ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6106456110 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LM LIBRARY 75 EAST LANCASTER AVENUE | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 190032323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHARLES J BLOOM | ||||||
| PRESIDENT | 20.00 | X | X | 0 | 0 | 0 |
| MICHAEL GOLDEN | ||||||
| V PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| J BARTON RILEY | ||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 |
| PATRICIA GREEN | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| DAVID SONENSHEIN ESQ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & WILLIAMS INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CHESTNUT STREET-700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PROFESSIONAL FUNDRAISING SERVICES | DescriptionOfServices |
| Compensation | 167364 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 232537 | AllOtherContributions |
| Noncash Contributions | 6143 | NoncashContributions |
| Total Contributions | 232537 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2390 | TotalRevenueColumn |
| Exclusion | $2,390 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2054 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2613 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -559 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -559 | TotalRevenueColumn |
| Related Or Exempt Function Income | -559 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234368 | TotalRevenueColumn |
| Related Or Exempt Function Income | -559 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,390 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400000 | Total |
| Program Services | 400000 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5700 | Total |
| Management And General | 5700 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1539 | Total |
| Management And General | 1539 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914 | Total |
| Fundraising | 1914 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING CONTRACT | 161882 | 161882 | |
| FUNDRAISING MATERIALS & | 13420 | 13420 | |
| BANK CHARGES | 618 | 618 | |
| REGISTRATION FEE | 250 | 250 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585323 | Total |
| Program Services | 400000 | ProgramServices |
| Management And General | 8107 | ManagementAndGeneral |
| Fundraising | 177216 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587926 | BOY |
| EOY | 338747 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993192 | BOY |
| EOY | 782202 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2949 | BOY |
| EOY | 1035 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584067 | BOY |
| EOY | 1121984 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20912 | BOY |
| EOY | 14956 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170175 | BOY |
| EOY | 65000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191087 | BOY |
| EOY | 79956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11276 | BOY |
| EOY | 11276 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1381704 | BOY |
| EOY | 1030752 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1392980 | BOY |
| EOY | 1042028 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584067 | BOY |
| EOY | 1121984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -350955 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 376575 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1397912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 232283 | CurrentTaxYear |
| Total | 2010376 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 376575 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1397912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 232283 | CurrentTaxYear |
| Total | 2010376 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2010376 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 144 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 869 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1451 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1831 | CurrentTaxYear |
| Total | 4384 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2014760 | TotalSupport |
| Public Support Pertcentage170 | 0.99780 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 234368 | TotalRevenue |
| Total Expenses | 585323 | TotalExpenses |
| Excess Or Deficit For Year | -350955 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3 | TotalAdjustments |
| Excess Or Deficit Per FS | -350952 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 234928 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3 | NetUnrealizedGainsInvestments |
| Other Revenues | 557 | OtherRevenues |
| Revenue Not Rptd F990 | 560 | RevenueNotRptdF990 |
| Revenue Subtotal | 234368 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 234368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 585881 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 558 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 558 | ExpensesNotRptdF990 |
| Expenses Subtotal | 585323 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 585323 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | REALIZED LOSS ON INVESTMENT SALES 557. |
| Part XIII, Line 2d - Other Adjustments: | REALIZED LOSS ON INVESTMENT SALES 558. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & WILLIAMS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CHESTNUT ST - 700 | AddressLine1 |
| City | PHILA | City |
| State | PA | State |
| ZIP Code | 19106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN MANAGER | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 209179 | GrossReceipts |
| Amount Retained By Contractor | 160181 | AmountRetainedByContractor |
| Net To Organization | 49068 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 209179 | TotalGrossReceipts |
| Total Retained By Contractors | 160181 | TotalRetainedByContractors |
| Total Net To Organization | 49068 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Fundraising Payments | Identifier |
| Return Reference | Schedule G, Part I, Line 2b, Column (v) | ReturnReference |
| Explanation | THE ORGANIZATION REIMBURSED $1,701 FOR SUPPLIES, DELIVERY, COPIES, TELEPHONE, AND TRAVEL EXPENSES TO THE PROFESSIONAL FUNDRAISER AS STATED IN THE AGREEMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: LMLF FOLLOWS ITS CHARTER TO ASSIST THE LOWER MERION LIBRARY SYSTEM BUT DOES NOT ISSUES GRANTS TO SPECIFIC ENTITIES OR INDIVIDUALS. | Explanation |
Schedule N IRS990ScheduleN
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CASH FROM CAPITAL CAMPAIGN CHECKING | DescriptionOfAsset |
| Date Of Distribution | 2010-12-07 | DateOfDistribution |
| FMV Of Asset | 400000 | FMVOfAsset |
| Method Of FMV Determination | ACTUAL CASH AWARD | MethodOfFMVDetermination |
| EIN | 236003034 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWNSHIP OF LOWER MERION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 EAST LANCASTER AVENUE | AddressLine1 |
| City | ARDMORE | City |
| State | PA | State |
| ZIP Code | 19003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 115 | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2 |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2 |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2 |
| Receive Compensation2 | 0 | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER SUPERVISION OF DIRECTORS TO THE PROFESSIONAL FUNDRAISER WHO DEVELOPED, MANAGED, AND MARKETED THE ORGANIZATIONS FUNDRAISING CAMPAIGN. | |
| Form 990, Part VI, Section B, line 11 | FORM 990 IS PRESENTED AT A MEETING OF THE BOARD OF DIRECTORS. THE DIRECTORS REVIEW AND APPROVE THE FORM 990 FOR FILING WITH THE INTERNAL REVENUE SERVICE. | |
| THE ORGANIZATION'S COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE MEETING OF THE BOARD OF DIRECTORS AS NEEDED. | Form 990, Part VI, Section B, line 12c | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 3. | Form 990, Part XI, line 5: |