2011-09-15T10:30:44-05:00 2010-12-31 KELLYTETI ASSOCIATES LLP ONE BALA AVENUE LL3 BALA CYNWYD PA 190043218 990 2010-01-01 232813619 LOWER MERION LIBRARY FOUNDATION LOWE 6106456110 75 EAST LANCASTER AVENUE ARDMORE PA 190032323 CHARLES J BLOOM ESQ 6106456110 2011-09-06 1 BOB TETI CPA 6106647000 2011-09-05 2010 2016-02-24 21:20:13Z CHARLES J BLOOM ESQ 75 EAST LANCASTER AVENUE ARDMORE PA 190032323 236981 0 X www.lmls.org X 1996 PA TO SUPPORT AND ENRICH SYSTEM-WIDE SERVICES OFFERED BY THE LOWER MERION LIBRARY SYSTEM. 5 5 0 0 0 0 1397912 232537 0 0 1451 1831 0 0 1399363 234368 0 400000 0 0 0 0 0 0 177216 186907 185323 186907 585323 1212456 -350955 1584067 1121984 191087 79956 1392980 1042028 X 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. 0 0 400000 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. 400000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X CHARLES J BLOOM ESQ 6106456110 LM LIBRARY 75 EAST LANCASTER AVENUE ARDMORE PA 190032323 X CHARLES J BLOOM 20.00 X X 0 0 0 MICHAEL GOLDEN 5.00 X X 0 0 0 J BARTON RILEY 10.00 X X 0 0 0 PATRICIA GREEN 3.00 X X 0 0 0 DAVID SONENSHEIN ESQ 1.00 X 0 0 0 0 0 0 0 0 0 0 SCHULTZ & WILLIAMS INC 325 CHESTNUT STREET-700 PHILADELPHIA PA 19106 PROFESSIONAL FUNDRAISING SERVICES 167364 1 232537 6143 232537 2390 2390 2054 2613 -559 -559 -559 234368 -559 0 2390 400000 400000 5700 5700 1539 1539 1914 1914 FUNDRAISING CONTRACT 161882 161882 FUNDRAISING MATERIALS & 13420 13420 BANK CHARGES 618 618 REGISTRATION FEE 250 250 585323 400000 8107 177216 587926 338747 993192 782202 2949 1035 1584067 1121984 20912 14956 170175 65000 191087 79956 X 11276 11276 1381704 1030752 1392980 1042028 1584067 1121984 X -350955 3 X 0 1 0 X 0 X 1800 1806 376575 1397912 232283 2010376 1800 1806 376575 1397912 232283 2010376 2010376 144 89 869 1451 1831 4384 2014760 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 234368 585323 -350955 3 3 -350952 234928 3 557 560 234368 0 234368 585881 558 558 585323 0 585323 Part XII, Line 2d - Other Adjustments: REALIZED LOSS ON INVESTMENT SALES 557. Part XIII, Line 2d - Other Adjustments: REALIZED LOSS ON INVESTMENT SALES 558. X X X X X 1 SCHULTZ & WILLIAMS INC 325 CHESTNUT ST - 700 PHILA PA 19106 CAPITAL CAMPAIGN MANAGER 1 209179 160181 49068 209179 160181 49068 PA Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) THE ORGANIZATION REIMBURSED $1,701 FOR SUPPLIES, DELIVERY, COPIES, TELEPHONE, AND TRAVEL EXPENSES TO THE PROFESSIONAL FUNDRAISER AS STATED IN THE AGREEMENT. 1 X Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. CASH FROM CAPITAL CAMPAIGN CHECKING 2010-12-07 400000 ACTUAL CASH AWARD 236003034 TOWNSHIP OF LOWER MERION 75 EAST LANCASTER AVENUE ARDMORE PA 19003 115 0 0 0 0 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. Form 990, Part VI, Section B, line 12c 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 C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 3.