2024-10-31T12:46:39-07:00 2023-12-31 232656591 Howe Keller & Hunter PC 215 S Broad St 4th Fl Philadelphia PA 19107 990 2023-01-01 231353269 AMERICAN PHILOSOPHICAL SOCIETY AMER 2154403400 104 SOUTH FIFTH STREET PHILADELPHIA PA 19106 Dr Robert M Hauser EXECUTIVE OFFICER 2024-10-31 true true J Craig Howe CPA P00595108 2158939112 2023 2024-10-15 13:58:12Z Dr Robert M Hauser 104 SOUTH FIFTH STREET PHILADELPHIA PA 191063387 18089123 false X www.amphilsoc.org X 1743 PA The American Philosophical Society, the oldest learned society in the United States, was founded in 1743 by Benjamin Franklin for the purpose of "promoting useful knowledge." In the 21st century the Society sustains this mission with various programs described further within. 30 29 74 156 0 6463558 3852845 62244 39458 5717725 9353380 55947 73259 12299474 13318942 1449021 1712648 0 5404763 5629629 0 702592 6311321 6871039 13165105 14213316 -865631 -894374 267448047 292035358 7857554 8222905 259590493 283812453 The American Philosophical Society, the oldest learned society in the United States, was founded in 1743 by Benjamin Franklin for the purpose of "promoting useful knowledge." In the 21st century the Society sustains this mission in three principal ways. It honors and engages distinguished scientists, humanists, social scientists, and leaders in civic and cultural affairs through elected membership and opportunities for interdisciplinary, intellectual fellowship, particularly in the semi-annual Meetings in Philadelphia. It supports research and discovery through grants and fellowships, lectures, publications, prizes, exhibitions, and public education. It serves scholars through a research library of manuscripts and other collections internationally recognized for their enduring historic value. The American Philosophical Society's current activities reflect the founder's spirit of inquiry, provide a forum for the free exchange of ideas, and convey the conviction of its members that intel false false 10667642 1712648 39458 The Society's printed Yearbook for 2023 gives a complete account of the Society's activities. A copy will be furnished upon request. Details concerning contributions and research grants are on hand and are available for inspection at the Society's office. 10667642 true true false false false false false true true true true true false false true true true false false false true false true false false false false true true true false false false false false false false false true true false false false false false false false true 53 0 true 74 true false false false false false false false 0 false false false false false false false X 30 29 false false false false true true true true true false false true true true true true true true true false CA MA NJ NY PA X JOHN WOLFE 2154403431 104 SOUTH FIFTH STREET PHILADELPHIA PA 191063387 Dr Robert M Hauser Exc Officer 40.00 0.00 X X 284921 0 29960 John Wolfe Financial Offic 40.00 0.00 X 245722 0 34226 Linda Jacobs Development Direct 40.00 0.00 187552 0 27916 Patrick Spero Librarian 40.00 0.00 X 145944 0 33576 Ann Westcott Meetings Director 40.00 0.00 139607 0 17607 Nora Monroe Membership Directo 40.00 0.00 133773 0 17790 Dr Joanna Aizenberg Councilor 1.00 0.00 X 0 0 0 Dr Julia H Gaisser Councilor 1.00 0.00 X 0 0 0 Dr Jacqueline K Barton V.P./Council 1.00 0.00 X X 0 0 0 Dr Dusa McDuff Councilor 1.00 0.00 X 0 0 0 Dr Clyde F Barker Councilor 1.00 0.00 X 0 0 0 Dr Linda K Kerber Councilor 1.00 0.00 X 0 0 0 Dr Jianguo Liu Councilor 1.00 0.00 X 0 0 0 Dr Anne Case Councilor 1.00 0.00 X 0 0 0 Dr David Skorton Councilor/Secy 1.00 0.00 X X 0 0 0 Dr Richard E Lenski Councilor 1.00 0.00 X 0 0 0 John S Reed Councilor 1.00 0.00 X 0 0 0 Linda Greenhouse Councilor 1.00 0.00 X 0 0 0 Dr Nina Jablonski V.P./Council 1.00 0.00 X X 0 0 0 Sir Mark Thompson Councilor 1.00 0.00 X 0 0 0 Dr Kathleen Hall Jamieson Councilor 1.00 0.00 X 0 0 0 Dr Andrew Delbanco Councilor 1.00 0.00 X 0 0 0 Dr John C Van Horne Councilor 1.00 0.00 X 0 0 0 Dr Leslie C Aiello Curator/Council 1.00 0.00 X X 0 0 0 Mr Richard B Worley Councilor 1.00 0.00 X 0 0 0 Dr Jonathan R Cole Councilor 1.00 0.00 X 0 0 0 Dr William H Hooke Councilor 1.00 0.00 X 0 0 0 Margaret H Marshall Councilor 1.00 0.00 X 0 0 0 Dr Marna C Whittington Councilor/Treas 1.00 0.00 X X 0 0 0 Dr Alan S Blinder Councilor 1.00 0.00 X 0 0 0 Dr Harriet Zuckerman Councilor 1.00 0.00 X 0 0 0 Dr Douglas S Massey Councilor 1.00 0.00 X 0 0 0 Dr Keith S Thomson Curator/Council 1.00 0.00 X X 0 0 0 Dr Roger S Bagnall Pres/Councilor 1.00 0.00 X X 0 0 0 Dr Caroline W Bynum Councilor/V.P. 1.00 0.00 X X 0 0 0 1137519 161075 6 false true false 0 136800 3716045 101558 3852845 Publications sales 511130 39458 39458 39458 6439040 6439040 0 0 38788 38788 38788 38788 7684521 4770181 2914340 2914340 2914340 0 0 0 Digitization Royalties 900099 2186 2186 Exhibition Sales 459210 19616 19616 Misc. Inc. Photo Duplicat 900099 11728 11728 941 941 34471 13318942 39458 9426639 X 15000 15000 1559448 1559448 138200 138200 0 774349 161568 535346 77435 0 3595618 3011824 237356 346438 203738 160754 17645 25339 739140 617538 63232 58370 316784 244218 43008 29558 0 59303 59303 104125 104125 0 0 830331 830331 0 0 51656 51656 128181 128181 0 803821 803821 0 0 515032 515032 3619 3619 0 687893 595726 87939 4228 117988 117988 Library operations 881015 881015 Special Purposes Library 436145 436145 FASB benefits expenses 371913 273543 62238 36132 Pension Benefit Costs 337678 248363 56509 32806 1542339 1001828 448225 92286 14213316 10667642 2843082 702592 X 8110831 7324332 17803848 13430560 241474 723 2811 0 0 0 0 0 508474 345720 31863071 19336190 12386709 12526881 163832904 190448076 64545530 67959064 0 15466 0 2 267448047 292035358 505189 417615 53176 7299189 7805290 7857554 8222905 X 37473867 40227807 222116626 243584646 259590493 283812453 267448047 292035358 X -894374 25191439 -75105 X false true X true false X 4433408 2998084 4871791 6463558 3852845 22619686 0 712000 712000 712000 712000 712000 3560000 5145408 3710084 5583791 7175558 4564845 26179686 5440906 20738780 6153729 7603095 5653663 5365955 6477829 31254271 0 64413 15909 22899 26148 34471 163840 57597797 340054 0.36010 0.36370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false true false 244901541 1473714 28509845 4421860 830332 269632908 270577742 3237451 -23388012 4758247 767393 244901541 250868244 1596579 24304973 5216053 976001 270577742 230216578 1634040 27715713 7772174 925913 250868244 196199934 3162291 39834794 8127346 853095 230216578 0.11200 0.88800 false false false 31863071 19336190 12526881 12526881 67959064 Annuity Obligations 2381301 Pension Benefit Liability 1866479 Postretirement Benefit Liability 3557510 7805290 X 13680715 712000 10457401 11169401 2511314 10807628 10807628 13318942 14052203 712000 712000 13340203 830332 42781 873113 14213316 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o As permitted by the provisions of FASB ASC 958, Not-for-Profit Entities, the Society does not capitalize donated works of art, books, or manuscripts or recognize them as revenue or gains.Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as decreases in unrestricted net assets if purchased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchased with donor-restricted assets. Contributions of collection items are not recognized in the Statement of Activities. Proceeds from deaccessions or insurance recoveries are reflected on the Statement of Activities based on the absence or existence and nature of donor-imposed restrictions.The Society's accounts do not include values of Philosophical Hall, built between 1785 and 1789, a national historic landmark, and its collection of books, manuscripts and works of art. Part III, Line 4: Description of organization's collections and how it furthers its purpose. The Society's offices and exhibition galleries are located in Philosophical Hall, a national historic landmark. Its collection of books, manuscripts and works of art support research, discovery and public education through public exhibitions and the Society's research library. Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib The Society is the beneficiary under a number of trusts administered by two banks. The assets of the trusts are not included in the Statement of Financial Position since the Society does not exercise any control over those funds and certain conditions must be met annually to receive the income. The income from the trusts for 2023 and 2022 was $225,000 and $225,000, respectively. Part V, Line 4: Intended uses of the endowment fund. Under the Society's endowment spending policy, 4.6% of the average market value at the mid-point of the previous three years is appropriated for current operations. The investment policy utilized by the Society attempts to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets (donor-restricted funds that the Society must hold in perpetuity or for a donor-specified period as well as council designated funds). Endowments have been established for the following activities: administration, research, publications, meetings, library, Franklin Hall, and any other activity of the Society. Part X : FIN48 Footnote The Society is a publicly supported tax exempt organization in accordance with the provisions of Internal Revenue Code Section 501(c)(3). Accordingly, no provision for federal income taxes has been made. The Society is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Investment return designated for opera. $11487589 Less DLAR $-1030186 Rounding $-2 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Realized gains (losses) $2914342 Dividends & Interest on securities $6292695 Contributions to Endowment Fund $1554136 Loss on disposal of fixed assets $0 Charitable gift annuity interest income $46455 Rounding $0 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Change in value of annuity agreements $42781 true EUROPE 0 0 GRANTS TO RECIPIENTS IN REGION GRANT PAYMENTS 87000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS IN REGION GRANT PAYMENTS 26500 EAST ASIA 0 0 GRANTS TO RECIPIENTS IN REGION GRANT PAYMENTS 9700 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN REGION GRANT PAYMENTS 9000 Middle East and North Africa 0 0 GRANTS TO RECIPIENTS IN REGION GRANT PAYMENTS 6000 138200 138200 Franklin Research Grant Europe 3 18000 ACH FMV Franklin Research Grant Europe 5 29000 Wire FMV Franklin Research Grant Middle East 1 6000 Wire FMV Franklin Research Grant North America 1 4000 ACH FMV Franklin Research Grant South America 1 6000 Wire FMV Lewis & Clark Fund East Asia 1 4700 ACH FMV Lewis & Clark Fund East Asia 1 5000 Wire FMV Library Fellowship grant North America 1 5000 cash FMV Library Fellowship grant North America 3 11000 Wire FMV Library Fellowship grant South America 1 3000 check FMV Library Fellowship grants Europe 9 37000 Wire FMV Phillips Native American Grant Europe 1 3000 Wire FMV Phillips Native American Grant North America 2 6500 Wire FMV false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US The American Philosophical Society has certain committees that areresponsible for the selection of individuals receiving disbursementsin furtherance of the exempt programs. An application for a grant mustbe submitted either electronically or on typewritten forms provided for that purpose.Awards are made by the Society's Committees in accordancewith the following principles: 1. Grants are intended to assist investigators by providing forcosts of research work, such as the collection of scientific andliterary materials; preparation of photographs, microfilms, and otherrecords; purchases of supplies; necessary travel; and other incidentalexpenses of research. 2. Grants are not made toward the payment of salaries of members ofthe staff of an educational or scientific institution. Grants may notinclude institutional overhead. When a grant is made to a member of aninstitution to assist him or her in research of scholarly writings, it isexpected that the institution will cooperate in facilitating thework. 3. Grants are not made for: (a) salaries, fellowships, scholarships,or other projects involving personal expenses over long periods; (b)subsidies for publication; (c) usual or permanent equipment for theinstitution involved (but may be made for special apparatus needed inthe proposed research); (d) travel to meetings; (e) expense of grantee's family. 4. Support of a long-continuing project is not undertaken, except inits initial stage. 5. No recipient of a grant shall thereby become an employee of theSociety.The written agreement with the grantee's sets forth the specificobjectives of the grant and requires each recipient to file a writtenreport with the Society.In the formal notification sent to all recipients of grants there is arequest that credit be given to the Society in the publication of worksupported by such grants and that a copy of each publication be sent to the Society. To this has been added another statement that the Committee on Publications would appreciate an opportunity to consider publication of a manuscript, but there is no obligation that such a paper be published by the Society. true The Papers of Benjamin Franklin Yale Univ Library 1603 A Yale St New Haven CT 06520 060646973 15000 0 FMV Franklin Papers Project 1 0 Franklin Research Grant 91 492800 FMV Lewis and Clark Fund Grants 97 436875 FMV Phillips Native American 22 71300 FMV Daland Fellowships 4 80000 FMV Library Resident Research Grant 54 450473 FMV John Hope Franklin Fellowship 1 28000 FMV Grantmaker's Description of How Grants are Used The American Philosophical Society has certain committees that areresponsible for the selection of individuals receiving disbursementsin furtherance of the exempt programs. An application for a grant mustbe submitted either electronically or on typewritten forms provided for that purpose.Awards are made by the Society's Committees in accordancewith the following principles: 1. Grants are intended to assist investigators by providing forcosts of research work, such as the collection of scientific andliterary materials; preparation of photographs, microfilms, and otherrecords; purchases of supplies; necessary travel; and other incidentalexpenses of research. 2. Grants are not made toward the payment of salaries of members ofthe staff of an educational or scientific institution. Grants may notinclude institutional overhead. When a grant is made to a member of aninstitution to assist him or her in research of scholarly writings, it is expected that the institution will cooperate in facilitating thework. 3. Grants are not made for: (a) salaries, fellowships, scholarships,or other projects involving personal expenses over long periods; (b)subsidies for publication; (c) usual or permanent equipment for theinstitution involved (but may be made for special apparatus needed inthe proposed research); (d) travel to meetings; (e) expense of grantee's family. 4. Support of a long-continuing project is not undertaken, except inits initial stage. 5. No recipient of a grant shall thereby become an employee of theSociety.The written agreement with each grantee sets forth the specificobjectives of the grant and requires each recipient to file a writtenreport with the Society.In the formal notification sent to all recipients of grants there is arequest that credit be given to the Society in the publication of worksupported by such grants and that a copy of each publication be sent to the Society. To this has been added another statementthat the Committee on Publications would appreciate an opportunity toconsider publication of a manuscript, but there is no obligation that such a paper be published by the Society. X false true X X false false false false false false false false false Ann Westcott Meetings Director 139607 3228 14379 157214 Dr Robert M Hauser Exc Officer 284921 22695 7265 314881 John Wolfe Financial Offic 245722 5625 28601 279948 Linda Jacobs Development Direct 187552 14960 12956 215468 Nora Monroe Membership Directo 133773 3325 14465 151563 Patrick Spero Librarian 145944 10896 22680 179520 Part I, Line 1a: Relevant information in regards to selections on 1a. The Society paid $2,414 for a social club membership for the Orgnization's Librarian. Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses The Society has no written policy regarding compensation of this nature.The Society's Executive Officer and President decided together to provide this compensation to the Officer. X 5 X X 1 101558 Market value 5 false true false Part I, Line 33, Revenues Not Reported Contributions of collection items are not recognized in the Statement of Activities because the society does not capitalize its collections as allowed by generally accepted accounting principles under SFAS 116 (ASC 958-360-250). Form 990, Part VI, Section A, Line 6 THE SOCIETY HAS MEMBERS. THE MEMBERS DO NOT RECEIVE A SHARE OF THE SOCIETY'S PROFITS AND THERE ARE NO MEMBER DUES. Form 990, Part VI, Section A, Line 7a THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY (COUNCIL) AND APPROVE SPECIFIC DECISIONS OF COUNCIL AS THE LAWS DIRECT. Form 990, Part VI, Section A, Line 7b ALL COUNCIL DECISIONS RELATING TO THE CHARTER, THE LAWS, AND THE COMPOSITION AND SIZE OF THE MEMBERSHIP, ARE SUBJECT TO THE MEMBERSHIP'S APPROVAL. Form 990, Part VI, Section B, Line 11b 1. A COPY OF FORM 990 IS PROVIDED TO THE COMMITTEE ON AUDIT AND TO EVERY VOTING MEMBER OF THE COUNCIL.2. THE TREASURER AND THE CHAIR OF THE COMMITTEE ON AUDIT ARE RESPONSIBLE FOR SOLICITING COMMENTS FROM THE COMMITTEE ON AUDIT AND RECEIVING COMMENTS FROM THE COUNCIL WITHIN A FIXED REASONABLE PERIOD OF TIME BEFORE THE EXPECTED (INITIAL OR EXTENDED) FILING DUE DATE. THE TREASURER AND CHAIR OF THE COMMITTEE ON AUDIT REPORT ANY CONCERNS TO THE EXECUTIVE AND ADMINISTRATIVE OFFICERS FOR REVIEW. THE EXECUTIVE OFFICER RESPONDS TO THE TREASURER AND THE CHAIR OF THE COMMITTEE ON AUDIT IN A REASONABLE MANNER. THE EXECUTIVE OFFICER AFTER DUE DELIBERATION SIGNS THE RETURN. 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 PRESIDENT AND TREASURER APPROVE THE COMPENSATION ARRANGEMENT AFTER REVIEW OF COMPARABILITY DATA ALONG WITH THE PIERSON STUDY. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION OF THE EXECUTIVE OFFICER ARE AN INTEGRAL PART OF THE OVERALL COMPENSATION REPORT TO COUNCIL. THIS PROCESS WAS UTILIZED IN 2018 IN DETERMINING THE COMPENSATION OF THE CURRENT EXECUTIVE OFFICER. Form 990, Part VI, Section B, Line 15b COMPARABILITY DATA ARE UTILIZED AND ALL SALARIES ARE DETERMINED AT THE DISCRETION OF THE EXECUTIVE OFFICER. Form 990, Part VI, Section C, Line 19 THE SOCIETY'S YEARBOOK FOR 2023 GIVES A COMPLETE ACCOUNT OF THE SOCIETY'S ACTIVITIES. IT ALSO INCLUDES A COPY OF ITS LAWS AND POLICIES. A COPY WILL BE FURNISHED UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Chg in Val of Annuity Agree.: Column (A) - Total = $42780; Column (B) - Program Services = $0; Column (C) - Management & General = $42780; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Committee expenses: Column (A) - Total = $76293; Column (B) - Program Services = $70488; Column (C) - Management & General = $5805; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Curatorial exhibit expenses: Column (A) - Total = $153573; Column (B) - Program Services = $153573; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Curatorial Project Personnel: Column (A) - Total = $982; Column (B) - Program Services = $982; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Development expenses: Column (A) - Total = $82987; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $82987 Form 990, Part IX, Line 24e Education & Collections exp.: Column (A) - Total = $96825; Column (B) - Program Services = $96825; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Equip. rental and maintenance: Column (A) - Total = $232467; Column (B) - Program Services = $45331; Column (C) - Management & General = $177837; Column (D) - Fundraising = $9299 Form 990, Part IX, Line 24e Grant database: Column (A) - Total = $55171; Column (B) - Program Services = $55171; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e HRA Maintenance: Column (A) - Total = $4180; Column (B) - Program Services = $0; Column (C) - Management & General = $4180; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Library books & manuscripts: Column (A) - Total = $102909; Column (B) - Program Services = $102909; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Membership expenses: Column (A) - Total = $42235; Column (B) - Program Services = $42235; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Miscellaneous - Curatorial: Column (A) - Total = $9688; Column (B) - Program Services = $9688; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e MISCELLANEOUS RESEARCH: Column (A) - Total = $1965; Column (B) - Program Services = $1965; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Permanent collections: Column (A) - Total = $7077; Column (B) - Program Services = $7077; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Printing and Publications: Column (A) - Total = $246182; Column (B) - Program Services = $246182; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Prizes & Honoraria: Column (A) - Total = $154004; Column (B) - Program Services = $154004; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Professional services: Column (A) - Total = $135237; Column (B) - Program Services = $0; Column (C) - Management & General = $135237; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Special Purposes Curatorial: Column (A) - Total = $15398; Column (B) - Program Services = $15398; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Temporary help: Column (A) - Total = $1036; Column (B) - Program Services = $0; Column (C) - Management & General = $1036; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Travel & Public relations: Column (A) - Total = $81350; Column (B) - Program Services = $0; Column (C) - Management & General = $81350; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e UBIT tax: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part XI, Line 9 annuity interest = -$46455 Form 990, Part XI, Line 9 Change in pension liability = $264507 Form 990, Part XI, Line 9 change in post retirement = -$77763 Form 990, Part XI, Line 9 Change in Postretirement benefit liability = $0 Form 990, Part XI, Line 9 Realized gain attributable to annuity obligation = -$89991 Form 990, Part XI, Line 9 rounding = -$3 Form 990, Part XI, Line 9 Unrealized gain attributable to annunity obligation = -$125400 Form 990, Part XI, Line 9 Unrealized loss attributable to annuity obligation = $0