2025-10-10T16:45:56-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 060672790 PEQUOT LIBRARY ASSOCIATION PEQU 2032590346 720 PEQUOT AVENUE SOUTHPORT CT 068901496 ALI FELLOWES PRESIDENT 2032590346 2025-09-29 1 0 MELANIE BALLESTAS P01320477 8605614000 2025-09-29 2024 2025-03-06 01:10:19Z PEQUOT LIBRARY ALI FELLOWES 720 PEQUOT AVENUE SOUTHPORT CT 068901496 5228307 0 X PEQUOTLIBRARY.ORG X 1889 CT PEQUOT LIBRARY ENRICHES LIVES BY SERVING THE CULTURAL, EDUCATIONAL, AND INTELLECTUAL NEEDS OF THE ENTIRE COMMUNITY. THE LIBRARY COLLECTS, PRESERVES, AND MAKES ACCESSIBLE A COLLECTION OF RARE BOOKS, MANUSCRIPTS, AND ARCHIVES; PROVIDES PUBLIC LIBRARY SERVICES; ORGANIZES ENGAGING PROGRAMS ABOUT HISTORY, LITERATURE, AND THE ARTS; CURATES SPECIAL COLLECTIONS EXHIBITIONS; AND HOSTS COMMUNITY-WIDE GATHERINGS IN A HISTORIC SETTING. 20 20 21 330 0 0 1130856 1884335 174826 176989 146190 274176 235433 224472 1687305 2559972 0 0 0 0 876444 901863 0 0 298158 920979 906121 1797423 1807984 -110118 751988 8364327 9291822 188016 169167 8176311 9122655 X PEQUOT LIBRARY'S MISSION IS TO BRING CULTURE TO LIFE, INCLUDING LITERATURE, ART, SCIENCE AND THE HUMANITIES. THE LIBRARY SERVES A BROAD AND DIVERSE AUDIENCE AND THROUGHOUT THE YEAR OFFERS A CIRCULATING COLLECTION OF BOOKS AND MEDIA, ORGANIZES A CHANGING SCHEDULE OF ART AND HISTORY EXHIBITIONS, PRESENTS NUMEROUS MUSIC PERFORMANCES AND EDUCATION PROGRAMS FOR ALL AGES. 0 0 1271412 0 176989 PEQUOT LIBRARY ENRICHES LIVES BY SERVING THE CULTURAL, EDUCATIONAL, AND INTELLECTUAL NEEDS OF THE ENTIRE COMMUNITY. THE LIBRARY COLLECTS, PRESERVES, AND MAKES ACCESSIBLE A COLLECTION OF RARE BOOKS, MANUSCRIPTS, AND ARCHIVES; PROVIDES PUBLIC LIBRARY SERVICES; ORGANIZES ENGAGING PROGRAMS ABOUT HISTORY, LITERATURE, AND THE ARTS; CURATES SPECIAL COLLECTIONS EXHIBITIONS; AND HOSTS COMMUNITY-WIDE GATHERINGS IN A HISTORIC SETTING.SEE SCHEDULE O FOR CONTINUANCE OF PROGRAM SERVICE ACCOMPLISHMENTS 1271412 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CT X X STEPHANIE J COAKLEY 2032590346 720 PEQUOT AVENUE SOUTHPORT CT 06890 ALI FELLOWES PRESIDENT AS OF 10/2024 3.00 X X 0 0 0 COKE ANNE WILCOX PAST PRESIDENT AS OF 10/2024 3.00 X X 0 0 0 NELSON NORTH PAST PRESIDENT UNTIL 10/2024 3.00 X X 0 0 0 ELLEN LEVINSON TREASURER 1.00 X X 0 0 0 ROB JOHNSON ASST. TREASURER AS OF 10/2024 3.00 X X 0 0 0 KELLY D LAFERRIERE ASSISTANT TREASURER UNTIL 10/2024 3.00 X X 0 0 0 MARGARET RIECK SECRETARY AS OF 10/2024 2.00 X X 0 0 0 LYNNE LAUKHUF SECRETARY UNTIL 10/2024 2.00 X X 0 0 0 CAROLINE CALDER EXECUTIVE VICE PRESIDENT 1.00 X X 0 0 0 DAN MCHALE VP OF INVESTMENTS AS OF 10/2024 3.00 X 0 0 0 CHRISTOPHER WRIGHT VP OF INVESTMENTS UNTIL 10/2024 3.00 X 0 0 0 LYNNE VAN WINKLE TRUSTEE 2.00 X 0 0 0 CHARLOTTE ROGAN TRUSTEE 1.00 X 0 0 0 BELINDA SHEPARD TRUSTEE 1.00 X 0 0 0 BLYTHE BRACEY SMITH TRUSTEE 1.00 X 0 0 0 BOB SVENSK TRUSTEE 1.00 X 0 0 0 LIBBY MCKINNEY TRITSCHLER TRUSTEE 1.00 X 0 0 0 JOHN TURITZIN TRUSTEE 1.00 X 0 0 0 MATTHEW WAGNER TRUSTEE 1.00 X 0 0 0 JARAT FORD TRUSTEE AS OF 10/2024 1.00 X 0 0 0 WES HAYNES TRUSTEE AS OF 10/2024 1.00 X 0 0 0 FIONA HODGSON TRUSTEE AS OF 10/2024 1.00 X 0 0 0 BRENDA THICKETT TRUSTEE AS OF 10/2024 1.00 X 0 0 0 RICHARD WEBB TRUSTEE UNTIL 10/2024 1.00 X 0 0 0 CAROLINE HARRIS GIBSON TRUSTEE UNTIL 10/2024 1.00 X 0 0 0 STEPHANIE J COAKLEY EXECUTIVE DIRECTOR 40.00 X 148782 0 13155 148782 0 13155 1 0 1 0 0 55797 350000 1478538 8189 1884335 LIBRARY PROGRAMS 611710 176989 176989 176989 118664 118664 40237 0 40237 40237 40237 2754094 2598582 155512 155512 155512 250443 55797 69753 180690 180690 OTHER INCOME 900099 3545 3545 3545 2559972 176989 0 498648 165890 117281 14176 34433 619981 438304 52983 128694 15493 10953 1324 3216 43131 30492 3686 8953 57368 40557 4903 11908 215 215 78905 78905 26176 26176 111813 51979 22413 37421 71048 52606 5741 12701 58912 40453 6753 11706 9096 7385 521 1190 232020 232020 43112 32420 3911 6781 BOOKS & MATERIALS 98176 98176 REPAIRS AND MAINTENANCE 93512 64784 10510 18218 LIBRARY AUTOMATION SERV 38203 19857 2649 15697 44933 34145 3548 7240 1807984 1271412 238414 298158 917608 784244 2000 538500 12487 10757 47712 75623 7305339 3671144 3837427 3634195 3509048 4218912 38045 29591 8364327 9291822 143564 129424 6025 6250 38427 33493 188016 169167 X 6696004 6632102 1480307 2490553 8176311 9122655 8364327 9291822 751988 194356 0 X 0 1 X 1 0 X 1970936 757675 899720 1130856 1884335 6643522 1970936 757675 899720 1130856 1884335 6643522 945328 5698194 60988 84859 144345 145174 158902 594268 90601 226665 263136 306755 253988 1141145 8378935 730971 0.68010 0.72830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,078. 2021 AMOUNT: $ 1,595. 2022 AMOUNT: $ 1,703. 2023 AMOUNT: $ 5,788. 2024 AMOUNT: $ 3,545. GROSS INCOME FROM FUNDRAISING - 2020 AMOUNT: $ 89,523. 2021 AMOUNT: $ 225,070. 2022 AMOUNT: $ 261,433. 2023 AMOUNT: $ 300,967. 2024 AMOUNT: $ 250,443. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 3512168 557429 445545 253505 26176 4235461 3323257 446764 234041 23812 3512168 3324212 300610 278000 23565 3323257 3985348 250000 -595303 285000 30833 3324212 3478327 999411 465209 27181 3985348 0.61200 0.11650 0.27150 0 0 25140 25140 7026648 3434785 3591863 221418 204226 17192 32133 32133 0 3634195 RIGHT OF USE ASSET - LIABILITY 30493 SECURITY DEPOSIT 3000 33493 2797905 194356 69753 264109 2533796 26176 26176 2559972 1851561 69753 69753 1781808 26176 26176 1807984 PART III, LINE 4: THE ORGANIZATION DOES NOT CAPITALIZE ITS SPECIAL COLLECTIONS. THE COLLECTIONS INCLUDE RARE BOOKS, MANUSCRIPTS AND ARCHIVES OF HISTORICAL SIGNIFICANCE AND OTHER EPHEMERA OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS ARE PRESERVED AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 69,753. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 69,753. BOOK SALE 143198 143198 21372 1880 12133 DERBY 72721 22749 49972 4280 4464 2185 6004 2 90321 33048 57273 8066 1500 7869 306240 55797 250443 25652 14410 15818 13873 69753 180690 X 0 0 0 0 0 0 0 1 0 STEPHANIE J COAKLEY EXECUTIVE DIRECTOR 143066 0 5716 0 0 0 4463 0 8692 0 161937 0 0 0 PART I, LINE 7 A PORTION OF THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE INCLUDED AN ANNUAL PERFORMANCE BONUS BASED ON PERFORMANCE AND ANNUAL REVIEW PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: HISTORIC BUILDING: PEQUOT LIBRARY IS PROUD TO BE THE STEWARD OF A HISTORIC BUILDING DESIGNED BY NOTED AMERICAN ARCHITECT ROBERT H. ROBERTSON, COMMISSIONED BY PEQUOT'S PROMINENT FOUNDER, VIRGINIA MARQUAND MONROE. THE LIBRARY WAS THE PHILANTHROPIC GIFT OF MRS. MONROE TO THE VILLAGE OF SOUTHPORT, WHO HOPED IT WOULD BE A CENTER OF LEARNING AND CULTURE WITH PROGRAMS AS "FREE AS AIR TO ALL". PEQUOT LIBRARY'S HISTORIC BUILDING IS A LATE 19TH-CENTURY ROMANESQUE REVIVAL STONE STRUCTURE FEATURING A TWO-STORY STACKS WING WITH A GLASS FLOOR AND A NEARLY ACOUSTICALLY-PERFECT AUDITORIUM WITH A MODEST 1970S ADDITION AND A GREAT LAWN SUITABLE FOR A VARIETY OF OUTDOOR ACTIVITIES. PEQUOT IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND, IN 2018, RECEIVED THE CONNECTICUT TREASURES AWARD FROM THE AMERICAN INSTITUTE OF ARCHITECTS, CT CHAPTER. LIBRARY SERVICES AND CIRCULATING COLLECTION: PEQUOT LIBRARY CURATES A CIRCULATING COLLECTION OF MORE THAN 101,000 ITEMS WITH BOOKS FOR ADULTS, CHILDREN, AND YOUNG ADULTS, PLUS MEDIA ITEMS LIKE AUDIOBOOKS, ADDING 1,719 NEW ITEMS IN 2024-2025. PEQUOT LIBRARY CIRCULATED 30,189 ITEMS FROM ITS COLLECTIONS TO THE PUBLIC, INCLUDING INTERLIBRARY LOANS AND SEED LIBRARY, WITH 43% OF THOSE ITEMS BEING CHILDREN'S MATERIALS. PUBLIC PROGRAMS AND COMMUNITY OUTREACH; IN 2024-2025, PEQUOT LIBRARY OFFERED A TOTAL OF 580 PROGRAMS AND EVENTS TO PATRONS OF ALL AGES, INCLUDING 27 SCHOOL PROGRAMS, WHICH REACHED 1,042 STUDENTS, AND 194 SELF-DIRECTED ACTIVITIES LIKE CRAFTS FOR YOUTH VISITORS, WHICH GARNERED 3,545 PARTICIPANTS. YEAR-ROUND PROGRAMS INCLUDE AUTHOR TALKS, EXHIBITIONS, MUSICAL AND LIVE PERFORMANCES, WORKSHOPS, BOOK CLUBS, SCHOLARLY PRESENTATIONS, LECTURES, SCHOOL AND UNIVERSITY STUDENT TOURS, WALKING TOURS OF HISTORIC SOUTHPORT, AND NUMEROUS CHILDREN'S LITERACY PROGRAMS. THE LIBRARY ALSO COLLABORATES WITH THE TWO OTHER PUBLIC LIBRARIES IN TOWN, LOCAL SCHOOLS, AND COUNTLESS PEER ORGANIZATIONS IN THE AREA. COMMUNITY PROGRAMS HAVE EXPANDED TO INCLUDE ONLINE EXHIBITIONS AND VIRTUAL AUTHOR TALKS. PEQUOT DESIGNS THESE PROGRAMS AND EXHIBITIONS USING ITS NOTABLE SPECIAL COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND ARCHIVES AS INSPIRATION. SPECIAL EVENT FUNDRAISERS INCLUDE USED BOOK SALES, A PARTY INSPIRED BY DERBY DAY, THE SOUTHPORT GARDEN STROLL AND OTHER EVENTS UNIQUE TO PEQUOT LIBRARY LIKE AUTHOR TALKS AND COMMUNITY ART SHOWS. IN 2024-2025, PROGRAM ATTENDANCE TOTALED 32,216 (INCLUDES 3,545 PARTICIPANTS IN SELF-DIRECTED ACTIVITIES AND VIEWS OF PRE-RECORDED PROGRAMMING); 26,244 PATRONS UTILIZING LIBRARY SERVICES IN PERSON AND WHEN COMBINED WITH WEB USERS VISITING THE LIBRARY'S WEBSITE, PEQUOT SERVED A TOTAL OF 142,460 PATRONS. PEQUOT FURTHER SERVES THE COMMUNITY THROUGH THE BOOKS FOR TEACHERS' PROGRAM, SUPPORTED BY GRANT FUNDING FROM THE RENE B. FISHERFOUNDATION. THIS PROGRAM ALLOWED THE LIBRARY TO PROVIDE FREE BOOKS TO 313 TEACHERS IN BRIDGEPORT, NEW HAVEN, AND OTHER LOW-INCOME COMMUNITIES WHO SHOPPED AT THE ANNUAL SUMMER BOOK SALE AND THE ANNUAL MIDWINTER BOOK SALE. THE LIBRARY ALSO DONATED BOOKS TO AREA SENIOR CENTERS AND OTHER GROUPS IN NEED OF GENTLY USED BOOKS. SPECIAL COLLECTIONS AND EXHIBITIONS; THE SPECIAL COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND ARCHIVES ARE PART OF THE ORIGINAL LEGACY OF PEQUOT LIBRARY. VIRGINIA MARQUAND MONROE, IN COLLABORATION WITH HER HUSBAND, ELBERT MONROE, AND HER ADVISOR, REVEREND WILLIAM HOLMAN, CAREFULLY SELECTED AND GIFTED TO THE LIBRARY AN EXTRAORDINARY COLLECTION OF AMERICANA MATERIALS CENTERING AROUND THE FOUNDING OF THE NATION. MARY CATHERINE HULL WAKEMAN, ANOTHER SOUTHPORT PHILANTHROPIST, ALSO FUNDED AND CONTRIBUTED AN INCREDIBLY VALUABLE PORTION OF THE LIBRARY'S ORIGINAL COLLECTION. IN 2024-2025, PEQUOT LIBRARY'S SPECIAL COLLECTIONS AROUND 30,000 RARE BOOKS, MANUSCRIPTS, AND DOCUMENTS FROM THE 15THCENTURY AND EARLIER TO PRESENT, THAT HELP ILLUMINATE THE HISTORY OF THE LOCAL AREA AND BEYOND. NEARLY 2,000 OF THE RARE, PUBLISHED WORKS AND MANUSCRIPTS ARE CURRENTLY ON LONG-TERM LOAN TO YALE UNIVERSITY'S BEINECKE RARE BOOK AND MANUSCRIPT LIBRARY. CURRENT AND RECENT EXHIBITIONS OF THE SPECIAL COLLECTION HAVE INCLUDED THE BEYOND THE BATTLEFIELD: THE PEQUOT SWAMP FIGHT IN PUBLIC MEMORY; TREASURED TOMES: RARE BOOKS AND THEIR COLLECTORS; THE TINDERBOX OF THE CIVIL WAR: 1830S ABOLITIONISM IN CONNECTICUT; EARLY AMERICAN CHILDREN'S BOOKS AND THE SHAPING OF NATIONAL IDENTITY. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO SHALL MAKE AN APPROPRIATE ANNUAL CONTRIBUTION SHALL BE A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE LIBRARY'S OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE AND INVESTMENTS COMMITTEE PRIOR TO FILING FOR APPROVAL. THE FORM 990 IS THEN PRESENTED BY THE FINANCE AND INVESTMENTS COMMITTEE TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S OFFICERS, EXECUTIVE DIRECTOR, KEY EMPLOYEES, AND TRUSTEES ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST STATEMENTS ANNUALLY AND ARE REVIEWED AND MONITORED YEARLY AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE FULL BOARD OF TRUSTEES, WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE, HAS THE RESPONSIBILITY TO ANNUALLY REVIEW AND APPROVE THE PRESIDENT, OFFICERS AND KEY EMPLOYEES' COMPENSATION, WHICH PROCESS, AND APPROVAL IS DOCUMENTED. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION FROM SIMILAR AREA NOT-FOR-PROFIT ORGANIZATIONS. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.