2024-05-09T13:49:44-05:00 2023-06-30 873707167 CBIZ MARKS PANETH LLC 4 MANHATTANVILLE ROAD SUITE 402 PURCHASE NY 10577 990 2022-07-01 066002281 THE GREENWICH LIBRARY GREE 2036227900 101 WEST PUTNAM AVENUE GREENWICH CT 06830 PEGGY KALB PRESIDENT 2036227900 2024-05-06 1 PEGGY KALB 999009999 0 MAGDALENA CZERNIAWSKI P00535099 9145249000 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PEGGY KALB 101 WEST PUTNAM AVENUE GREENWICH CT 06830 4004974 0 X WWW.GREENWICHLIBRARY.ORG X 1877 CT THE GREENWICH LIBRARY PROVIDES BOOKS AND OTHER MEDIA FOR THE ENTERTAINMENT, EDUCATION, AND RESEARCH OF THE CITIZENS OF THE TOWN AND SURROUNDING AREAS. 21 21 4 177 0 0 5381468 2354608 26944 55090 -192951 55194 -34825 -21354 5180636 2443538 0 0 0 0 1155806 1125248 0 0 237246 3414572 3316374 4570378 4441622 610258 -1998084 78553230 79499422 8294 26145 78544936 79473277 TO PROVIDE EXCEPTIONAL RESOURCES, PROGRAMS, AND SERVICES THAT PROMOTE THE JOY OF LIFELONG LEARNING AND DISCOVERY, AND TO OFFER A WELCOMING PLACE FOR PEOPLE TO GATHER AND SHARE EXPERIENCES. 0 0 1745640 PETERSON FUNDED OPERATIONS:THE CLEMENTINE LOCKWOOD PETERSON FOUNDATION IS A SEPARATE ENTITY OPERATED BY INDEPENDENT TRUSTEES, FUNDS THE MAINTENANCE AND OPERATIONS OF THE PETERSON WING OF THE MAIN LIBRARY THROUGH AN AGREEMENT BETWEEN THE LIBRARY AND THE TOWN OF GREENWICH. THIS WING OFFERS SERVICES AND MATERIALS FOCUSED ON BUSINESS, MUSIC, AND THE ARTS. 1656321 14557 PRIVATE FUNDING:PRIVATE FUNDING SUPPORTS STAFF TRAINING, PROGRAMMING, SOME MATERIALS, SUPPLIES, AS WELL AS CAPITAL PROJECTS OUTSIDE THE SCOPE OF PUBLICLY FUNDED CAPITAL MAINTENANCE PROJECTS. 497684 FRIENDS ORGANIZATIONS: THERE ARE THREE FRIENDS ORGANIZATIONS - THE "FRIENDS OF GREENWICH LIBRARY," THE "FRIENDS OF BYRAM SHUBERT LIBRARY, AND THE "FRIENDS OF COS COB LIBRARY." THESE ORGANIZATIONS PROVIDE FUNDING AND ACTIVITIES FOR THEIR RESPECTIVE LOCATIONS INCLUDING THE ORAL HISTORY PROJECT, THE FLINN GALLERY, BOOK CLUBS, AND COMMUNITY EVENTS. 3899645 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 88 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X PEGGY PEI ACCOUNTING MANAGER 2036227989 101 WEST PUTNAM AVE GREENWICH CT 06830 ALEXANDRA CODRARO TRUSTEE 1.00 X 0 0 0 BEY-SHAN LIU TRUSTEE 1.00 X 0 0 0 CAROLINE HIRSCHFELD TRUSTEE 1.00 X 0 0 0 DAVID MULLEN TRUSTEE 1.00 X 0 0 0 DIANA SEATON SECOND VICE PRESIDENT 1.00 X X 0 0 0 HANK ASHFORTH FIRST VICE PRESIDENT 5.00 X X 0 0 0 IAN MURRAY TREASURER 5.00 X X 0 0 0 JILL STAUFFER COBBS TRUSTEE 1.00 X 0 0 0 JOHN BLANKLEY MEMBER-AT-LARGE 1.00 X X 0 0 0 JOHN KNOX TRUSTEE 1.00 X 0 0 0 JOSEPH PELLEGRINO TRUSTEE (OUTGOING) 1.00 X 0 0 0 KAREN FREE ROYCE TRUSTEE 1.00 X 0 0 0 KAREN KEEGAN TRUSTEE 1.00 X 0 0 0 MARTY GENDELL TRUSTEE 1.00 X 0 0 0 MICHAEL FREITAG TRUSTEE 1.00 X 0 0 0 PEGGY EDERSHEIM KALB PRESIDENT 1.00 X X 0 0 0 PETER SCHWARTZSTEIN TRUSTEE 1.00 X 0 0 0 PHIL LOCHNER SECRETARY 5.00 X X 0 0 0 ROSARIO BROOKS TRUSTEE 1.00 X 0 0 0 SEUNG BAK TRUSTEE 1.00 X 0 0 0 SHANTA SMITH TRUSTEE (OUTGOING) 1.00 X 0 0 0 SONAL SETH TRUSTEE 1.00 X 0 0 0 SOPHIA TAWIL TRUSTEE 1.00 X 0 0 0 LISA MANDEL DIRECTOR OF DEV. 40.00 X 158069 0 15685 PEGGY PEI ACCOUNTING MANAGER 40.00 X 104914 0 7716 262983 0 23401 2 0 1 0 0 113931 391414 1849263 365662 2354608 ACTIVITY FEES 900099 36537 36537 WELCOME DESK AND BOOK SALES 900099 18553 18553 55090 72003 72003 1495873 1472149 40533 23724 -40533 -16809 -40533 23724 27400 113931 48754 -21354 -21354 2443538 14557 0 74373 290215 112435 71112 106668 510171 347996 136184 25991 298935 253175 31151 14609 25927 20697 3111 2119 10558 10558 1151 1151 212039 186097 25942 10757 5165 5592 65464 12973 8088 44403 71679 71679 36472 28874 7598 2379765 2379765 PUBLIC PROGRAMS 363077 327488 35589 REPAIRS & MAINTENANCE 106940 106940 BOOKS & NON-BOOK MEDIA 40758 40758 MISCELLANEOUS 13853 3032 8546 2275 3861 2571 1290 4441622 3899645 304731 237246 452223 686952 1305162 2240773 564797 41710 57003 68687573 37460715 32936201 31226858 13987158 14828575 29307689 30417551 78553230 79499422 8294 26145 8294 26145 X 46398376 46211487 32146560 33261790 78544936 79473277 78553230 79499422 X -1998084 1913858 1012567 X X 0 1 X 1 0 X 9596431 3520799 3793632 5381468 2354608 24646938 9596431 3520799 3793632 5381468 2354608 24646938 7833833 16813105 476149 228081 48288 23980 72003 848501 55300 42600 27400 125300 25620739 231353 0.65620 0.66990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC OTHER - FUNDRAISING EVENTS - 2019 AMOUNT: $ 55,300. 2021 AMOUNT: $ 42,600. 2022 AMOUNT: $ 27,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10180010 32091 1557921 836042 10933980 10414194 610101 -1377478 466807 10180010 8632076 400403 2054476 672761 10414194 16404719 901762 -5779 8668626 8632076 15525113 78512 1020968 219874 16404719 0.98010 0.01990 1 0 4595894 4595894 61095437 35013043 26082394 2865964 2447672 418292 130278 130278 31226858 BENEFICIAL INTEREST IN PETERSON FOUNDATION 30112143 DUE FROM TOWN OF GREENWICH 305408 30417551 X 5439345 1913858 30000 1012567 2956425 2482920 1151 -40533 -39382 2443538 4511004 30000 40533 70533 4440471 1151 1151 4441622 PART V, LINE 4: THE LIBRARY IS THE BENEFICIARY OF THE CLEMENTINE LOCKWOOD PETERSON FOUNDATION, ESTABLISHED UNDER THE WILL OF CLEMENTINE LOCKWOOD PETERSON. THE WILL REQUIRES THE FOUNDATION TRUSTEES TO DISTRIBUTE, AT THEIR DISCRETION, PRINCIPAL AND INCOME OF THE FOUNDATION FOR THE GENERAL USES AND PURPOSES OF THE LIBRARY, WITH A PREFERENCE EXPRESSED FOR THE OPERATIONS AND PROGRAMS OF THE BUSINESS AND RECORDED MUSIC SECTIONS OF THE LIBRARY. THE INVESTMENT INCOME OF THE GRACE M. MONTAGUE FUND IS PRIMARILY RESTRICTED FOR PROJECTS AND PROGRAMS RELATED TO THE VISUALLY IMPAIRED. THE INCOME FROM THE READER'S DIGEST ENDOWED BOOK FUND IS AVAILABLE FOR THE PURCHASE OF BOOKS. PART X, LINE 2: THE LIBRARY EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF JUNE 30, 2023, THE LIBRARY DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON DECREASE IN BENEFICIAL INTEREST IN PETERSON FND. ASSETS 1,012,567. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF LIBRARY FIXED ASSETS MOVED FROM EXPENSES -40,533. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF LIBRARY FIXED ASSETS MOVED FROM REVENUE 40,533. OPENING NIGHT CELEBRATION 141331 113931 27400 8543 27502 12709 141331 113931 27400 8543 27502 12709 48754 -21354 X X 0 0 0 0 0 0 0 0 0 LISA MANDEL DIRECTOR OF DEV. 158069 0 0 0 0 0 0 0 15685 0 173754 0 0 0 X FIXED ASSETS 1 365662 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990 AND A COPY OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. DETERMINATION OF CONFLICTS IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND ACTUAL CONFLICTS WOULD BE REVIEWED BY THIS COMMITTEE. ANY PERSONS WITH A CONFLICT WOULD BE PROHIBITED FROM VOTING ON MATTERS ASSOCIATED WITH THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A TOWN OF GREENWICH UNDERTAKES A PERFORMANCE REVIEW OF UNREPRESENTED MANAGERS. AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED BY THE PRESIDENT OF THE BOARD AND THE TREASURER AFTER THEY HAVE COLLECTED INFORMATION FROM THE LIBRARY DIRECTOR AND THE CHAIR OF DEVELOPMENT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AS WELL AS AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INCREASE IN BENEFICIAL INTEREST IN PETERSON FND. ASSETS 1,012,567. FORM 990, PART XII, LINE 2C THE LIBRARY HAS A FINANCE COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSEEING OF THE AUDIT AND PERFORMS MANY OF THE FUNCTIONS OF AN AUDIT COMMITTEE.