2024-05-08T10:11:47-05:00 2023-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2022-07-01 231352027 THE ATHENAEUM OF PHILADELPHIA ATHE 2159252688 219 S SIXTH STREET PHILADELPHIA PA 19106 JEFFREY COOPER PRESIDENT 2159252688 2024-05-08 1 JEFFREY COOPER 999009999 0 HARRISON PEREIRA P00746867 2159798800 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY COOPER 219 S SIXTH STREET PHILADELPHIA PA 19106 20403779 0 X WWW.PHILAATHENAEUM.ORG X 1814 PA THE ATHENAEUM OF PHILADELPHIA NURTURES CURIOSITY IN MEMBERS AND NEIGHBORS, STRENGTHENING COMMUNITY THROUGH LEARNING, DISCOURSE AND MEANINGFUL ENGAGEMENT. THE ATHENAEUM IS A HISTORIC AND VIBRANT PHILADELPHIA-CENTERED AND MEMBER-SUPPORTED CIRCULATING LIBRARY, RESEARCH ARCHIVE AND CULTURAL FORUM DEDICATED TO HARNESSING OUR RESOURCES - OUR EXPERT STAFF, OUR COLLECTIONS OF BOOKS, ART AND ARCHITECTURE TREASURES AND OUR NATIONAL HISTORIC LANDMARK BUILDING - TO STRENGTHEN OUR GROWING COMMUNITY THROUGH IDEAS, CULTURAL ENGAGEMENT AND FELLOWSHIP. 19 19 15 19 76382 0 2530352 662570 389594 410597 1505686 1752072 48478 14010 4474110 2839249 7000 29500 0 0 744379 710402 0 0 169001 688096 891115 1439475 1631017 3034635 1208232 26748541 27799626 234502 65031 26514039 27734595 X THE ATHENAEUM OF PHILADELPHIA NURTURES CURIOSITY IN MEMBERS AND NEIGHBORS, STRENGTHENING COMMUNITY THROUGH LEARNING, DISCOURSE AND MEANINGFUL ENGAGEMENT. THE ATHENAEUM IS A HISTORIC AND VIBRANT PHILADELPHIA-CENTERED AND MEMBER-SUPPORTED CIRCULATING LIBRARY, RESEARCH ARCHIVE AND CULTURAL FORUM DEDICATED TO HARNESSING OUR RESOURCES - OUR EXPERT STAFF, OUR COLLECTIONS OF BOOKS, ART AND ARCHITECTURE TREASURES AND OUR NATIONAL HISTORIC LANDMARK BUILDING - TO STRENGTHEN OUR GROWING COMMUNITY THROUGH IDEAS, CULTURAL ENGAGEMENT AND FELLOWSHIP. 0 0 1150918 29500 410597 MUSEUM/LIBRARY BUILDING: THE ATHENAEUM'S THREE LARGEST PROGRAM SERVICES, AS MEASURED BY EXPENSES IN FYE 2023 WERE 1) MAINTAINING AND OPERATING THE ATHENAEUM'S 1847 NATIONAL HISTORIC LANDMARK BUILDING AND ITS CIRCULATING AND SPECIAL COLLECTIONS; 2) PAYING THE SALARIES AND BENEFITS OF THE STAFF NEEDED TO PROVIDE PROGRAMS AND SERVICES TO MEMBERS AND THE PUBLIC AND CARE FOR THE BUILDING AND COLLECTIONS; AND 3) PROVIDE PUBLIC RESEARCH SUPPORT. 1) THE ATHENAEUM BUILDING AND COLLECTIONS REQUIRE CARE AND UPKEEP, WHICH IN FYE 2023 INCLUDED THE RESTORATION OF THE EXTERIOR OF THE BUILDING AND INTERIOR RENOVATIONS TO IMPROVE WORK SPACES FOR STAFF, EXHIBITION GALLERIES, AND WORK AND GATHERING SPACES FOR MEMBERS AND THE PUBLIC. THE SPECIAL COLLECTIONS CONSIST OF MORE THAN 800,000 BOOKS, MANUSCRIPTS, MAPS, PHOTOGRAPHS, AND ARCHITECTURAL DRAWINGS OF PARTICULAR VALUE TO ARCHITECTURAL HISTORIANS, HISTORIANS, AND PRESERVATIONIST. THOUSANDS ARE AVAILABLE FOR RESEARCH ON TWO SITES MAINTAINED BY THE ATHENAEUM: PHILAGEOHISTORY.ORG AND PHILADELPHIABUILDINGS.ORG AND WERE ACCESSED BY MORE THAN 150,000 PEOPLE IN FYE 2023, WHILE STAFF SERVED MORE THAN 30 RESEARCH REQUESTS IN PERSON, PHONE, OR VIA EMAIL EACH MONTH. THE ATHENAEUM'S CIRCULATING COLLECTION OF BOOKS, EBOOKS, AUDIOBOOKS, AND PERIODICALS THAT ARE PART OF THE CIRCULATING BUILDING ARE NOT CAPITALIZED. 2) PERSONNEL COSTS MAKE UP A LARGE PERCENTAGE OF THE ANNUAL BUDGET. OUR TEAM OF LIBRARIANS AND CURATOR CARE FOR OUR COLLECTIONS AND MAKE THEM AVAILABLE TO MEMBERS AND RESEARCHERS. IN FYE 2023, MORE THAN 8,000 ITEMS CIRCULATED. FRONT DESK, MEMBERSHIP, AND PROGRAMMING STAFF PROVIDED HOSPITALITY, TOURS, AND A ROBUST SCHEDULE OF MORE THAN 100 PROGRAMS AND EVENTS IN FYE2023, ALMOST ALL OF WHICH WERE OPEN TO BOTH MEMBERS AND THE PUBLIC. 3) PUBLIC RESEARCH SUPPORT. THE ATHENAEUM SUPPORTS A ROBUST PROGRAM OF FELLOWSHIPS, INTERNSHIPS, AND PRIZES THROUGH THE CHARLES E. PETERSON FELLOWSHIP AND THE PETERSON PRIZES. EACH YEAR, THE CHARLES E. PETERSON FELLOWSHIP COMMITTEE REVIEWS APPLICATIONS AND AWARDS FUNDING TO RESEARCHERS AND SCHOLARS WHOSE PROJECTS FOCUS ON AMERICAN ARCHITECTURE, DESIGN, LANDSCAPE, OR ENGINEERING PRIOR TO 1860. THE FELLOWSHIP ALSO SUPPORTS 1-3 UNDERGRADUATE OR GRADUATE INTERNS TO GAIN EXPERIENCE WORKING WITH OUR ARCHITECTURAL COLLECTIONS. TEE CHARLES E. PETERSON PRIZES ARE JOINTLY OVERSEEN BY THE ATHENAEUM OF PHILADELPHIA, THE LIBRARY OF CONGRESS, THE NATIONAL PARK SERVICE, AND THE AMERICAN INSTITUTE OF ARCHITECTS, AND AWARD CASH PRIZES TO TEAMS OF COLLEGE STUDENTS FOR THE BEST ARCHITECTURAL DRAWINGS OF HISTORIC STRUCTURES IN CONJUNCTION WITH THE NATIONAL PARK SERVICE'S HISTORIC AMERICAN BUILDINGS SURVEY (HABS) PROGRAM. 1150918 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR RI SC TN UT VA WA WV WI X YOUR PART-TIME CONTROLLER 2156702010 1500 WALNUT STREET PHILADELPHIA PA 19102 JOAN COUNTRYMAN VICE-PRESIDENT 1.00 X X 0 0 0 ADELE GORRILLA VICE-PRESIDENT 1.00 X X 0 0 0 MICHAEL HORGAN TREASURER 0.50 X X 0 0 0 LYNN SCHWARTZ SECRETARY 0.30 X X 0 0 0 JEFFREY COOPER PRESIDENT 3.00 X X 0 0 0 MICHAEL GARY DIRECTOR 0.30 X 0 0 0 LEA SHERK DIRECTOR 0.30 X 0 0 0 ROBERT LINCK DIRECTOR 0.30 X 0 0 0 GREGORY MONTANARO DIRECTOR 0.30 X 0 0 0 ROBERT MORRIS STEINER DIRECTOR 0.30 X 0 0 0 DAVID ROWLAND DIRECTOR 0.30 X 0 0 0 VERONICA CHAPMAN-SMITH DIRECTOR 0.30 X 0 0 0 F SCOTT DONAHUE ESQ DIRECTOR 0.30 X 0 0 0 RICHARD BARTHOLOMEW DIRECTOR 0.30 X 0 0 0 JEFFREY COHEN DIRECTOR 0.30 X 0 0 0 NANCY MOSES DIRECTOR 0.30 X 0 0 0 MATT RADER DIRECTOR 0.30 X 0 0 0 BERNARD RESNICK DIRECTOR 0.30 X 0 0 0 RALPH ROSEN DIRECTOR 0.30 X 0 0 0 BETH HESSEL EXECUTIVE DIRECTOR 40.00 X 161019 0 22181 161019 0 22181 1 0 1 0 0 662570 662570 MEMBERSHIP DUES 561499 249330 249330 OUTSIDE SERVICES 561499 130944 54562 76382 PROGRAMS-MEMBERS,OTHERS 561499 30205 30205 SALE OF PUBLICATIONS 900099 118 118 410597 404248 404248 18912354 17564530 1347824 1347824 1347824 MISCELLANEOUS 561499 14010 14010 14010 2839249 348225 76382 1752072 29500 29500 186547 83946 55964 46637 376973 278129 65681 33163 31005 20154 6591 4260 73766 52187 13830 7749 42111 27374 8952 5785 13434 13434 44282 44282 26664 26664 67881 14183 28630 25068 96339 76649 7438 12252 171638 123408 29297 18933 205054 205054 43379 30798 6144 6437 MEMBER PROGRAMMING 119872 116103 283 3486 COLLECTION STORAGE OFF- 66745 66745 PROFESSIONAL DUES 7153 5884 771 498 ACQUISITIONS AND CONSER 2009 2009 26665 18795 3137 4733 1631017 1150918 311098 169001 321022 214451 2736748 1703458 296228 218736 31297 15073 15969 8063 7238211 3431366 1503149 3806845 15165972 14849336 6678156 6983664 26748541 27799626 234502 65031 234502 65031 X 6890814 8607707 19623225 19126888 26514039 27734595 26748541 27799626 X 1208232 -293184 305508 X 0 1 X 1 0 X 595302 682160 1115884 2530352 662570 5586268 595302 682160 1115884 2530352 662570 5586268 2087407 3498861 994094 625041 1108821 1403830 404248 4536034 316 4004 17225 48478 14010 84033 10206335 1837933 0.34280 0.30010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 15136722 1374804 580697 15930829 16953238 368532 -1518838 666210 15136722 13718418 369854 3365602 500636 16953238 13456777 216021 574477 528857 13718418 11525327 1303160 1142220 513930 13456777 0.25120 0.33400 0.41480 1 0 6463079 2889673 3573406 775132 541693 233439 3806845 PERPETUAL INSURANCE DEPOSITS 4730 BENEFICIAL INTEREST IN PERPETUAL TRUST 6978934 6983664 X 2824909 -293184 305508 12324 2812585 26664 26664 2839249 1604353 0 1604353 26664 26664 1631017 PART III, LINE 4: WORKS OF ART AND HISTORICAL TREASURES, CONSISTING PRIMARILY OF BOOKS, MANUSCRIPTS, AND ARCHITECTURAL DRAWINGS THAT ARE CONSIDERED TO HAVE CULTURAL, AESTHETIC, HISTORICAL, OR RESEARCH VALUE THAT ARE WORTH PRESERVING AND WHICH ARE BEING SO PRESERVED, AND BOOKS, EBOOKS, AUDIOBOOKS, AND PERIODICALS THAT ARE PART OF THE CIRCULATING LIBRARY, ARE NOT CAPITALIZED. PART V, LINE 4: THE ATHENAEUM MAY USE UP TO 5% OF THE AVERAGE MARKET VALUE OF THE PREVIOUS THREE YEARS' PERMANENTLY RESTRICTED NET ASSETS UNDER THE TOTAL RETURN CONCEPT AS ESTABLISHED BY BOARD RESOLUTION IN ORDER TO ACCOMPLISH ITS EDUCATIONAL AND CHARITABLE MISSION DESCRIBED IN PART III PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2020-2022) OR EXPECTED TO BE TAKEN IN THE ATHENAEUM'S 2023 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 305,508. PART III, LINE 4 CHARLES E. PETERSON FELLOWSHIP OF THE BUILDINGS OF THE UNITED STATES - IN A JOINT PROGRAM WITH THE SOCIETY OF ARCHITECTURAL HISTORIANS AN ANNUAL FELLOWSHIP THAT SUPPORTS THE PARTICIPATION OF A GRADUATE STUDENT IN THE RESEARCH AND WRITING FOR A VOLUME IN THE BUILDINGS OF THE UNITED STATES SERIES. THE SOCIETY OF ARCHITECTURAL HISTORIANS WAS FOUNDED TO ADVANCE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY OF ARCHITECTURE, DESIGN, LANDSCAPE, AND URBANISM WORLDWIDE. AMERICAN INSTITUTE OF ARCHITECTS FELLOWSHIP FOR TRAVEL - THIS AWARD ENABLES STUDENTS WHO HAVE WON THE CHARLES E. PETERSON PRIZE TO TRAVEL TO THE AWARDS CEREMONY. CHARLES E. PETERSON FELLOWSHIP - THE FELLOWSHIP IS AWARDED TO A SENIOR SCHOLAR WHOSE PROJECT IS FOCUSED ON AMERICAN ARCHITECTURE, DESIGN, LANDSCAPE, OR ENGINEERING PRIOR TO 1860. CHARLES E. PETERSON PRIZES - PRIZES ARE AWARDED TO TEAMS OF COLLEGE STUDENTS FOR THE BEST ARCHITECTURAL DRAWINGS OF HISTORIC STRUCTURES IN CONJUNCTION WITH THE NATIONAL PARK SERVICE'S HISTORIC AMERICAN BUILDINGS SURVEY PROGRAM. 1 CHARLES E PETERSON PRIZES 1 29500 PART I, LINE 2: CHARLES E. PETERSON FELLOWSHIP OF THE BUILDINGS OF THE UNITED STATES - IN A JOINT PROGRAM WITH THE SOCIETY OF ARCHITECTURAL HISTORIANS AN ANNUAL FELLOWSHIP THAT SUPPORTS THE PARTICIPATION OF A GRADUATE STUDENT IN THE RESEARCH AND WRITING FOR A VOLUME IN THE BUILDINGS OF THE UNITED STATES SERIES. THE SOCIETY OF ARCHITECTURAL HISTORIANS WAS FOUNDED TO ADVANCE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY OF ARCHITECTURE, DESIGN, LANDSCAPE, AND URBANISM WORLDWIDE. CHARLES E. PETERSON INTERNSHIPS - COLLEGE STUDENTS AND STUDENTS PURSUING ADVANCED DEGREES ARE CHOSEN TO WORK WITH COLLECTIONS AT THE ATHENAEUM OF PHILADELPHIA RELEVANT TO AMERICAN ARCHITECTURE AND ENGINEERING PRIOR TO 1860. CHARLES E. PETERSON FELLOWSHIP - THE FELLOWSHIP IS AWARDED TO A SENIOR SCHOLAR WHOSE PROJECT IS FOCUSED ON AMERICAN ARCHITECTURE, DESIGN, LANDSCAPE, OR ENGINEERING PRIOR TO 1860. CHARLES E. PETERSON PRIZES - PRIZES ARE AWARDED TO TEAMS OF COLLEGE STUDENTS FOR THE BEST ARCHITECTURAL DRAWINGS OF HISTORIC STRUCTURES IN CONJUNCTION WITH THE NATIONAL PARK SERVICE'S HISTORIC AMERICAN BUILDINGS SURVEY PROGRAM. 0 0 0 0 0 0 0 0 0 BETH HESSEL EXECUTIVE DIRECTOR 161019 0 0 0 0 0 0 0 22181 0 183200 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ATHENAEUM IS SUPPORTED IN PART BY PAID MEMBERSHIPS. THE MEMBERS, SOMETIMES REFERRED TO AS STOCKHOLDERS OR SHAREHOLDERS, PURCHASE A "SHARE OR MEMBERSHIP THAT REMAINS IN THEIR NAME AS LONG AS THE MEMBER PAYS ANNUAL "DUES". IN ADDITION, THERE ARE SUBSCRIBERS AND YOUNG FRIENDS WHO PAY DUES AND RECEIVE MEMBERSHIP PRIVILEGES. IN ADDITION, THERE ARE SUBSCRIBERS AND YOUNG FRIENDS WHO PAY ANNUAL DUES AND RECEIVE MEMBERSHIP PRIVILEGES, AND LIFETIME SHAREHOLDERS, WHO HAVE MADE A ONE-TIME GIFT THAT FREES THEM FROM THE ANNUAL DUES PAYMENT RESPONSIBILITY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OFFICERS ARE NOMINATED BY THE BOARD AND ELECTED BY SHAREHOLDERS AT THE ANNUAL SHAREHOLDERS MEETING. ALL BOARD MEMBERS ARE SHAREHOLDER MEMBERS OF THE ATHENAEUM. FORM 990, PART VI, SECTION A, LINE 7B SHAREHOLDERS CONVENE AT THE "ANNUAL MEETING" TO ELECT OFFICERS AND BOARD MEMBERS, TO RATIFY DECISIONS OF THE BOARD, WHICH SERVES AS THE GOVERNING BODY, AND TO RATIFY CHANGES TO BY-LAWS OR SIMILAR LEGAL DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND AFTER ANY REVISIONS OR ADDITIONS ARE MADE, THE 990 IS SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR MONITORS BOARD ACTIVITIES TO ASSURE THERE ARE NO CONFLICTS. THE CONFLICT OF INTEREST POLICY IS AS FOLLOWS: NO BOARD MEMBER OR BOARD COMMITTEE MEMBER, OR ANY MEMBER OF HIS/HER FAMILY SHOULD ACCEPT ANY GIFT, ENTERTAINMENT, SERVICE, LOAN, OR PROMISE OF FUTURE BENEFITS FROM ANY PERSON WHO EITHER PERSONALLY OR WHOSE EMPLOYEES MIGHT BENEFIT OR APPEAR TO BENEFIT FROM SUCH BOARD OR COMMITTEE MEMBER'S CONNECTION WITH THE ATHENAEUM OF PHILADELPHIA, UNLESS THE FACTS SUCH BENEFIT, GIFT, SERVICE, OR LOAN ARE DISCLOSED IN GOOD FAITH AND ARE AUTHORIZED BY THE ATHENAEUM BOARD. BOARD AND COMMITTEE MEMBERS ARE EXPECTED TO WORK OUT FOR THEMSELVES THE MOST GRACIOUS METHOD OF DECLINING GIFTS, ENTERTAINMENT, AND BENEFITS THAT DO NOT MEET THIS STANDARD. NO BOARD OR COMMITTEE MEMBERS SHOULD PERFORM, FOR ANY PERSONAL GAIN, SERVICES TO ANY ATHENAEUM OF PHILADELPHIA SUPPLIER OF GOODS OR SERVICES, AS EMPLOYEE, CONSULTANT, OR IN ANY OTHER CAPACITY WHICH PROMISES COMPENSATION OF ANY KIND, UNLESS THE FACTS OF SUCH TRANSACTIONS OR CONTRACTS ARE DISCLOSED IN GOOD FAITH, AND THE BOARD OR COMMITTEE AUTHORIZES SUCH A TRANSACTION. SIMILAR ASSOCIATION BY A FAMILY MEMBER OF THE BOARD OR COMMITTEE MEMBER OR BY ANY OTHER CLOSE RELATIVE MAY BE INAPPROPRIATE. NO BOARD OR COMMITTEE MEMBER OR ANY MEMBER OF HIS/HER FAMILY SHOULD HAVE ANY BENEFICIAL INTEREST IN, OR SUBSTANTIAL OBLIGATION TO ANY ATHENAEUM OF PHILADELPHIA SUPPLIER OF GOODS OR SERVICES OF ANY OTHER ORGANIZATION THAT IS ENGAGED IN DOING BUSINESS WITH OR SERVING THE ATHENAEUM OF PHILADELPHIA UNLESS IT HAS BEEN DETERMINED BY THE BOARD, ON THE BASIS OF FULL DISCLOSURE OF FACTS, THAT SUCH INTEREST DOES NOT GIVE RISE TO A CONFLICT OF INTEREST. THIS POLICY STATEMENT IS NOT INTENDED TO APPLY TO GIFTS AND/OR SIMILAR ENTERTAINMENT OF NOMINAL VALUE THAT CLEARLY ARE IN KEEPING WITH GOOD BUSINESS ETHICS AND DO NOT OBLIGATE THE RECIPIENT. ANY MATTER OF QUESTION OR INTERPRETATION THAT ARISES RELATING TO THIS POLICY SHOULD BE REFERRED TO THE PRESIDENT FOR DECISION AND/OR REFERRAL TO THE BOARD OF DIRECTORS FOR DECISION, WHERE APPROPRIATE. I HAVE RECEIVED, READ AND UNDERSTAND FULLY THE CONFLICT OF INTEREST STATEMENT AND WILL COMPLY WITH THE STATEMENT BY BRINGING ANY POTENTIAL CONFLICT OF INTEREST SITUATIONS TO THE BOARD FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS THE TOP MANAGEMENT OFFICIAL OF THE ATHENAEUM OF PHILADELPHIA. PRIOR TO HIRING, THE SALARY WAS DETERMINED WITH THE ADVICE OF THE EXECUTIVE SEARCH CONSULTANT BY RESEARCHING THE FORM 990 OF SIMILAR ORGANIZATIONS IN THE REGION; STUDYING SALARY DATA PUBLISHED BY THE CHRONICLE OF PHILANTHROPY; LOOKING AT LISTINGS IN THE JOB BANK OF THE GREATER PHILADELPHIA CULTURAL ALLIANCE; AND ANALYZING THE ATHENAEUM'S FINANCES. THIS DATA WAS PRESENTED TO THE EXECUTIVE COMMITTEE WHICH SET A GROSS SALARY FIGURE AND BENEFIT PACKAGE THAT SUBSEQUENTLY WAS APPROVED BY THE FULL BOARD. THE BOARD EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. INCREASES IN SALARY ARE CONSIDERED DURING THE PREPARATION OF THE ANNUAL BUDGET. 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 UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 305,508.