2024-09-16T12:04:09-05:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 042673426 THE AMERICAN TRUST FOR THE BRITISH LIBRARY AMER 7186230933 5030 BROADWAY 678 NEW YORK NY 10034 BARBARA A SHAILOR PRESIDENT 7186230933 2024-09-11 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-08-08 14:25:15Z BARBARA A SHAILOR 5030 BROADWAY 678 NEW YORK NY 10034 433157 0 X WWW.ATBL.US X 1979 DC TO PROMOTE & SUPPORT THE WORK OF ONE OF THE WORLD'S GREATEST RESEARCH LIBRARIES, THE BRITISH LIBRARY IN LONDON, UK. 16 16 2 16 0 0 1686876 262409 0 0 111400 67732 0 0 1798276 330141 231296 373555 0 0 111507 125596 0 0 37418 124823 166263 467626 665414 1330650 -335273 4327906 3649352 40051 19231 4287855 3630121 X SEE SCHEDULE O. 0 0 348555 348555 BRITISH LIBRARY SUPPORT: GRANTS TO BRITISH LIBRARY, TRIPS, LECTURES, RARE BOOK VIEWING, NEWSLETTERS, REPRINTS OF LECTURES, ANNUAL AND EXECUTIVE COMMITTEE MEETINGS. 156460 25000 IN 2023, THE ATBL PROVIDED (5) FELLOWSHIP GRANTS TO SUPPORT RESEARCH AT THE BRITISH LIBRARY AND AT AN AMERICAN PARTNER ORGANIZATION. 505015 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X X THOMAS & ASSOCIATES NICOLE NATALE 6318884117 175 MAIN STREET SUITE 2 BABYLON NY 11702 R DYKE BENJAMIN CHAIRMAN & TREASURER 40.00 X X 0 0 0 BARBARA A SHAILOR PRESIDENT 40.00 X X 0 0 0 FELICIA SHAPIRO VICE PRESIDENT 20.00 X X 0 0 0 EVALYN LEE SECRETARY 3.00 X X 0 0 0 KATHERINE ASHTON BOARD OF TRUSTEES 1.00 X 0 0 0 NANCY BOEHM BOARD OF TRUSTEES 1.00 X 0 0 0 BRUCE CRAWFORD BOARD OF TRUSTEES 1.00 X 0 0 0 SIMON ECCLES BOARD OF TRUSTEES 1.00 X 0 0 0 ROLY KEATING BOARD OF TRUSTEES 1.00 X 0 0 0 RUTH ROBINSON BOARD OF TRUSTEES 1.00 X 0 0 0 JAMES P SPICA BOARD OF TRUSTEES 1.00 X 0 0 0 WILLIAM P STONEMAN BOARD OF TRUSTEES 1.00 X 0 0 0 SUSAN JAFFE TANE BOARD OF TRUSTEES 1.00 X 0 0 0 GWENDOLYN VAN PAASSCHEN BOARD OF TRUSTEES 1.00 X 0 0 0 JUSTIN ZAREMBY BOARD OF TRUSTEES 1.00 X 0 0 0 CHRISTINE ZUROMSKIS BOARD OF TRUSTEES (UNTIL AUG. 2023) 1.00 X 0 0 0 ELIZABETH BERKOWITZ EXECUTIVE DIRECTOR 40.00 X 75333 0 0 75333 0 0 0 0 0 0 0 262409 17547 262409 67405 67405 103343 103016 327 327 327 330141 0 0 67732 25000 25000 348555 348555 75334 38420 21847 15067 40366 20587 11706 8073 9896 5047 2870 1979 52813 52813 7126 7126 61159 47189 4895 9075 9211 3132 2855 3224 9178 9178 5789 4052 1737 6134 6134 4566 4566 NEWSLETTER, FILING FEES 5388 2000 3388 LODGING 4899 4899 665414 505015 122981 37418 33563 700269 615733 809800 409800 23900 27675 231 0 0 2016263 2344080 777674 218270 4327906 3649352 16030 18243 24021 988 40051 19231 X 996894 330460 3290961 3299661 4287855 3630121 4327906 3649352 -335273 236943 -559404 0 X 0 1 X 1 0 X 163754 318032 170092 1686876 262409 2601163 163754 318032 170092 1686876 262409 2601163 1204234 1396929 54557 39969 38923 38657 67405 239511 2840674 0.49180 0.44270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 3762829 146644 297538 425116 3781895 2822269 1574097 157147 231280 4322233 2661546 76300 364033 279610 2822269 2492786 187192 297173 315605 2661546 2260168 43100 399955 210437 2492786 0.12710 0.09280 0.78010 0 0 0 SECURITY DEPOSIT 1300 DONATED ASSETS 216970 218270 PART III, LINE 4: ATBL'S GIFTS-IN-KIND PROGRAM HAS BEEN ESTABLISHED TO SOLICIT, RECEIVE, MANAGE AND DISPOSE OF GIFTED ASSETS FOR THE BENEFIT OF THE BRITISH LIBRARY AND VARIOUS NOT-FOR-PROFIT ENTITIES. THE GIFTS INCLUDE VARIOUS TYPES OF PERSONAL PROPERTY TO BE UTILIZED BY THESE ORGANIZATIONS IN FURTHERANCE OF ATBL'S MISSION. PART V - LINE 4 THE BOARD DESIGNATED ENDOWMENT PRINCIPAL IS HELD IN A TRUST AND THE INTEREST IS APPROVED AND SENT TO THE BRITISH LIBRARY AT THE DISCRETION OF THE BOARD. THE TERM ENDOWMENT CAME FROM BERNARD BRESLAUER AND IS USED FOR THE ACQUISITION OF MATERIALS FOR THE BRITISH LIBRARY. THE PERMANENTLY RESTRICTED ENDOWMENT CANNOT BE SPENT, AND THE EARNINGS ON THE CORPUS MAY ONLY BE SPENT FOR THE EXCLUSIVE PURPOSE OF ACQUISITION, MAINTENANCE AND CONSERVATION OF MATERIALS RELATING TO FREE MASONRY AND SIMILAR ORGANIZATIONS. NET ASSETS WITH TEMPORARY DONOR RESTRICTIONS CONSIST OF INVESTMENT RETURN AND CONTRIBUTIONS WITH DONOR-IMPOSED STIPULATIONS THAT MAY OR WILL BE MET EITHER BY ACTIONS OF ATBL AND/OR THE PASSAGE OF TIME. 0 EUROPE 0 0 GRANTMAKING 348555 0 0 0 0 0 0 348555 0 348555 EUROPE/ICELAND/GREENLAND FUNDING 348555 CHECK 0 1 0 0 0 0 0 0 PART I - LINE 2 THE AMERICAN TRUST FOR THE BRITISH LIBRARY ("THE ATBL") MONITORS THE GRANTS IT MAKES TO THE BRITISH LIBRARY. THE ATBL REQUIRES A WISH LIST WITH PRIORITIES AND AMOUNTS REQUESTED. THE EXECUTIVE COMMITTEE DOES DUE DILIGENCE AND THEN RECOMMENDS GRANTS AND AMOUNTS TO THE FULL BOARD WHICH VOTES ON THE GRANTS AT ITS ANNUAL MEETING IN OCTOBER. WITHIN 12 MONTHS, THE FINANCE COMMITTEE OF THE BOARD REQUIRES A WRITTEN REPORT ON HOW THE GRANTS ARE EXPENDED, BOTH A NARRATIVE AND FINANCIAL ACCOUNTING. UNLESS THIS REPORT IS RECEIVED ON THE PAST YEAR'S GRANTS, THE BOARD DOES NOT RELEASE MONEY FOR FUTURE GRANTS. 1 GRANTS TO INDIVIDUALS 5 25000 FMV GRANTS PART I, LINE 2: FOR THE ATBL TRANSATLANTIC FELLOWSHIP RESEARCH STIPEND (GRANTS) GIVEN TO UNITED STATES RECIPIENTS: THE FELLOWS ARE SELECTED VIA A COMPETITIVE APPLICATION PROCESS, WHICH INCLUDES MULTIPLE REVIEWERS AND TWO LETTERS OF RECOMMENDATION ATTESTING TO THE RESEARCHER'S WORK. AT THE CONCLUSION OF EACH FELLOW'S TENURE, THEY PROVIDE A RESEARCH REPORT DETAILING THEIR WORK, AND THEY PRESENT ON THEIR WORK ON AT LEAST TWO DIFFERENT ATBL-SPONSORED OCCASIONS. THE PROCEDURES FOR AWARDING FELLOWSHIPS ARE OUTLINED IN OUR ATBL TRANSATLANTIC FELLOWSHIP MANUAL, WHICH IS UPDATED EVERY YEAR, AND IN THE SPECIFIC MEMOS OF UNDERSTANDING BETWEEN THE ATBL AND THE AMERICAN PARTNER ORGANIZATIONS. THE ATBL DOES NOT OTHERWISE GIVE FINANCIAL SUPPORT (GRANTS) IN AMERICA. FORM 990, PART III - LINE 1 THE AMERICAN TRUST FOR THE BRITISH LIBRARY IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO PROMOTE AND SUPPORT THE WORK OF ONE OF THE WORLD'S GREATEST RESEARCH LIBRARIES. THE ATBL SEEKS TO PROMOTE TRANSATLANTIC UNDERSTANDING THROUGH RELATED EVENTS, LECTURES, AND DISCUSSION IN THE USA AND THE UK, AS WELL AS PROVIDING INCREMENTAL FINANCIAL AND GIFTS-IN-KIND SUPPORT FOR THE BRITISH LIBRARY'S COLLECTING, PRESERVATION AND OUTREACH ACTIVITIES. THE TRUST WAS FOUNDED IN 1979 AND ITS SUPPORTED THROUGH THE GENEROSITY OF ITS INCREASINGLY WIDE MEMBERSHIP IN THE UNITED STATES AND THE UNITED KINGDOM. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE RECEIVES THE FORM 990 PRIOR TO FILING AND IS INVITED TO REVIEW THE RETURN AND PROVIDE ANY COMMENTS TO THE PRESIDENT AND TREASURER. THE PRESIDENT AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. THE EXECUTIVE COMMITTEE REVIEWS ALL OF THE CONFLICT OF INTEREST STATEMENTS FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ATBL MAKES ITS GOVERNING DOCUMENTS (ARTICLE OF INCORPORATION AND BY-LAWS), CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.