TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE THEODORE F JENKINS MEMORIAL
LAW LIBRARY COMPANY

Employer identification number

23-6430426

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	3,495,268	2,848,391	3,685,703	3,171,957	3,318,091	16,519,410
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	741,848	805,724	897,237	970,653	8,442,831	11,858,293
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	4,237,116	3,654,115	4,582,940	4,142,610	11,760,922	28,377,703
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..						0
8	Public support. (Subtract line 7c from line 6.)						28,377,703

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	4,237,116	3,654,115	4,582,940	4,142,610	11,760,922	28,377,703
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	289,221	311,816	351,064	536,126	387,746	1,875,973
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	289,221	311,816	351,064	536,126	387,746	1,875,973
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	67,166	35,912	52,749			155,827
13	Total support. (Add lines 9, 10c, 11, and 12.)..	4,593,503	4,001,843	4,986,753	4,678,736	12,148,668	30,409,503

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

93.320 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

91.780 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

6.170 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

7.340 %

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

THE THEODORE F JENKINS MEMORIAL
LAW LIBRARY COMPANY

Employer identification number

23-6430426

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization THE THEODORE F JENKINS MEMORIAL LAW LIBRARY COMPANY

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization THE THEODORE F JENKINS MEMORIAL LAW LIBRARY COMPANY		Employer identification number 23-6430426

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization THE THEODORE F JENKINS MEMORIAL LAW LIBRARY COMPANY			Employer identification number 23-6430426
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE THEODORE F JENKINS MEMORIAL
LAW LIBRARY COMPANY

Employer identification number

23-6430426

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	5,073,851	5,838,702	5,233,182	4,753,660	4,051,116
b	Contributions ...
c	Net investment earnings, gains, and losses	455,905	-671,546	698,166	539,475	766,378
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	30,998	24,805	23,730	22,072	27,557
f	Administrative expenses ....	43,535	68,500	68,916	37,881	36,277
g	End of year balance ......	5,455,223	5,073,851	5,838,702	5,233,182	4,753,660

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

69.110 %

Permanent endowment right arrow

0.640 %

Term endowment right arrow

30.250 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	2,111,985	846,490	1,265,495
d	Equipment ....	477,869	237,358	240,511
e	Other .....	447,381	373,686	73,695
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,579,701

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) BENEFICIAL INTEREST IN TRUST, MADELEINE HART JENKINS FUND	4,446,215	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	4,446,215

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)OPERATING LEASE RIGHT-OF-USE ASSETS				3,756,652
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				3,756,652

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
OPERATING LEASE LIABILITY	5,431,602








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	5,431,602
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,603,313
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	634,446
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	634,446
3	Subtract line 2e from line 1..................			3	3,968,867
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	74,533
b	Other (Describe in Part XIII.) ...........	4b	563,684
c	Add lines 4a and 4b....................			4c	638,217
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	4,607,084

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	4,383,858
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e	0
3	Subtract line 2e from line 1...................		3	4,383,858
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	4,383,858

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 1A:	THE COMPANY HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED LIBRARY BOOK COLLECTIONS. PURCHASES OF LIBRARY BOOK COLLECTIONS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN NET ASSETS WITH RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE COMPANY FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND DOCUMENTATION OF ITS COLLECTIONS. THE COMPANY ALSO MAINTAINS A VALUABLE COLLECTION OF CIVIL AND CANNON LAW VOLUMES ("RARE BOOK COLLECTION") DATING FROM THE SIXTEENTH TO EIGHTEENTH CENTURIES. IN 1967, THE COMPANY TOOK POSSESSION OF THE PHILADELPHIA BAR ASSOCIATION'S RARE BOOK COLLECTION AND HAS SINCE ADDED TO IT. TITLE TO THE ORIGINAL BOOKS RECEIVED FROM THE PHILADELPHIA BAR ASSOCIATION REMAINS WITH THE ASSOCIATION SUBJECT TO THE RIGHT OF THE COMPANY, UNDER AN OPERATING AGREEMENT, TO PROVIDE FOR ITS PRESERVATION AND CONTINUATION.
PART V, LINE 4:	THE BOARD OF DIRECTORS HAS DESIGNATED INVESTMENTS OF THE COMPANY THAT CAN ONLY BE DISTRIBUTED BY BOARD ACTION AND USED FOR THE LIBRARY'S EVENTUAL RELOCATION, REFURBISHING EXISTING OR FUTURE FACILITIES, MAJOR COLLECTION PURCHASES AND PROJECTS OF A SIMILAR NATURE. HISTORICALLY, THE BOARD HAS TRANSFERRED INCOME FROM THESE INVESTMENTS INTO THE COMPANY'S OPERATING ACCOUNT. IN JULY 1990, THE COMPANY RECEIVED COURT APPROVAL TO BECOME THE SUBSTITUTE TRUSTEE OF FUNDS HELD BY THE PHILADELPHIA BAR ASSOCIATION (THE "ASSOCIATION") KNOWN AS THE "AUDENRIED AND GEST FUND." UNDER TERMS OF THE WILL OF ELIZABETH L. AUDENRIED, THE BEQUEST REQUIRED THAT THE FUNDS BE USED FOR THE ASSOCIATION'S LAW LIBRARY. TERMS OF THE EMILY GEST GIFT REQUIRE THAT THE FUNDS BE USED TO MAINTAIN AND PRESERVE THE JOHN MARSHALL GEST LIBRARY. THE COMPANY RECEIVED THESE FUNDS TO BE USED IN THEIR ENTIRETY FOR THE FURTHER USES AND PURPOSES OF EACH OF THE FUNDS NOTED ABOVE.
PART X, LINE 2:	THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE COMPANY AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE COMPANY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COMPANY AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMPANY RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF SUPPORTING SERVICES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEAR ENDED DECEMBER 31, 2023.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 563,684.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE THEODORE F JENKINS MEMORIAL
LAW LIBRARY COMPANY

Employer identification number

23-6430426

Return Reference	Explanation
FORM 990, PART III, LINE 4A	SINCE 2020, THE LIBRARY HAS RECEIVED THE FOLLOWING ACCOLADES FOR ITS SERVICES. SOLE PRACTITIONERS: THANKS FOR THE BLOG INFORMATION! THIS WILL MAKE OUR RESEARCH MUCH EASIER AND FASTER TO ACCESS. YOU ADDED A THANK YOU FOR MY PATIENCE IN YOUR EMAIL. CERTAINLY NO PATIENCE WAS NEEDED ON MY END - YOU HAVE RESPONDED VERY PROMPTLY TO MY QUESTIONS AND REQUESTS WITH EXACTLY THE INFORMATION, AND NOW THE MATERIAL, THAT I NEED FOR THIS PARTICULAR CASE. PLEASE LET ME TURN THAT AROUND, THANK YOU VERY MUCH FOR ALL YOUR TIME, EFFORT, AND ASSISTANCE, AND YOUR PATIENCE, AS I EXPLORED WHAT FOR ME WAS AN UNKNOWN CAPABILITY BY YOUR WONDERFUL LIBRARY! YOUR RESEARCH SUGGESTION WAS RIGHT ON. DEAR WONDERFUL JENKINS FOLKS, THANK YOU!* FIRST, I WISH I COULD FULLY CONVEY HOW GRATEFUL MANY DEDICATED ATTORNEYS FEEL TOWARD THE ENTIRE JENKINS TEAM. YOU ALL HAVE PROVIDED INVALUABLE SERVICES TO HARD-WORKING LAWYERS, BUT IT IS TIMES LIKE THESE WHEN WE COME TO APPRECIATE BETTER, HOW IMPORTANT YOUR WORK IS TO THE COMMUNITY. I'VE HEARD THAT DEEP-POCKETED FIRMS WISELY RELY ON YOU; BUT YOUR ROLE IS EVEN MORE CRUCIAL TO SOLE PRACTITIONERS AND SMALL-FIRM ATTORNEYS WHO FIGHT WHISTLEBLOWER RETALIATION AND OTHER CIVIL RIGHTS VIOLATIONS AT THE COST OF A RELIABLE INCOME. IN RECENT WEEKS, I HAVE REPEATEDLY NOTICED DESPERATE EMAILS TO PEER LISTSERVS FROM ATTORNEYS ACROSS THE COUNTRY SEEKING A SLEW OF ONLINE RESOURCES TO REPLACE THEIR SUDDENLY SHUT DOWN BRICK-AND-MORTAR LAW LIBRARIES; IN MY EXPERIENCE, ATTORNEYS FROM PHILLY AND ACROSS THE COUNTRY CITE JENKINS AS THE GOLD STANDARD THAT IS ONLY GETTING BETTER THANKS SO MUCH FOR YOUR HELP...I WILL DEFINITELY RENEW MY JENKINS MEMBERSHIP AND SUGGEST THAT OTHERS DO SO AS WELL! JENKINS IS SO IMPORTANT FOR SOLO PRACTITIONERS. SMALL FIRMS: JENKINS IS THE GREATEST LAW LIBRARY IN THE WORLD! WHAT A HELPFUL AND COMPLETELY RESPONSIVE AND THOROUGH EMAIL! IT'S FAIRLY BRISTLING WITH GREAT LEADS: I WILL DEFINITELY CHECK THEM OUT! OUR FIRM'S DEALINGS WITH PEOPLE LIKE DAN AND IDA AND SUCH HAD ALREADY CREATED A FIRM IMPRESSION THAT JENKINS PEOPLE ARE AWESOME ... AND NOW I KNOW ONE MORE AWESOME JENKINS PERSON! THE ATTORNEY WAS VERY APPRECIATIVE AND THANKFUL TO ME FOR GETTING THE DOCS SO QUICKLY WHEN YOU DID ALL OF THE WORK - AND I LET HIM KNOW THAT I WAS JUST THE MIDDLEMAN. THIS IS A REALLY COOL SERVICE, BY THE WAY, AND YOU'RE MAKING MY LIFE MUCH EASIER! LARGE FIRMS: THANK YOU SO MUCH FOR THIS THOROUGH RESPONSE AND IDENTIFYING THE COMMENTARY AND PRASHKER. THIS WAS SUPER HELPFUL! OUR ATTORNEY SAYS "THIS IS EXACTLY WHAT WE NEED, AND WE'LL DEFINITELY CITE IT." YOU ARE A TRUE MIRACLE-WORKER!! I WAS AFRAID THE ACCESS TO GANN WOULD BE PRETTY LIMITED FOR YOU, BUT YET YOU STILL MANAGED TO GET THIS. YOU ARE JUST PHENOMENAL AND I REALLY APPRECIATE YOU!!! THANK YOU SO MUCH FOR ALL OF YOUR HELP! I ALWAYS APPRECIATE YOUR SKILL IN THESE MATTERS. THIS IS EXACTLY WHAT I WAS THINKING. THANK YOU FOR TAKING THE TIME TO SUMMARIZE THIS INFORMATION AND ALSO SEND EXAMPLES. I AM GOING TO SHARE THIS AS A REFERENCE WITH MY WORK COLLEAGUES. THIS IS SO HELPFUL AND WILL BE A USEFUL GUIDE IN MAKING FUTURE REQUESTS. THANK YOU! AMAZING! LIFE SAVERS, ONCE AGAIN. THANK YOU SO MUCH FOR YOUR HELP, I REALLY APPRECIATE IT! AND THANKS FOR YOUR HELP BACK IN 2017. BY THE WAY, I DELIVERED A CLE AT JENKINS LAST YEAR AND GOT TO KNOW DAN GIANCATERINO. YOUR LIBRARY IS RIGHT ACROSS THE STREET FROM MY LAW FIRM. I HAVE REALLY ENJOYED GETTING TO KNOW YOUR TEAM AND DAN. THANKS FOR ALL YOU DO FOR THE LEGAL COMMUNITY. THANKS FOR SENDING THIS, AND THANK YOU SO MUCH FOR THE AWESOME JOB THAT YOU DID WITH THE RESEARCH.WE TRULY APPRECIATE YOU! I ALWAYS GET GREAT SOLUTIONS FROM JENKINS. THANK YOU FOR YOUR OFFER TO PURCHASE. IT LOOKS LIKE THE ATTORNEY HAS FOUND A LOANER. I REALLY APPRECIATE YOUR HELP ON THIS. THANK YOU SO MUCH! ...THIS WAS EXACTLY WHAT THE ATTORNEY NEEDED. THANK YOU SO MUCH FOR YOUR HELP.Y'ALL ARE PHENOMENAL AND I TRULY APPRECIATE IT!! THANK YOU... FOR THIS EXTENSIVE RESEARCH - AND SUGGESTIONS! MUCH APPRECIATED, AS ALWAYS. YOU REALLY ARE BLOWING ME AWAY WITH THE EXTENT OF YOUR EFFORTS ON THIS. THANK YOU TALK ABOUT GOING OVER AND ABOVE! THANK YOU FOR YOUR PERSISTENCE WITH THIS THANK YOU AGAIN FOR ALL OF YOUR HELP. YOU ARE WONDERFUL, AS ALWAYS. WE ALL VERY MUCH APPRECIATE IT. YOU ARE WONDERFUL AND I WILL SING YOUR PRAISES TO THE ATTORNEY AND ANYONE ELSE WHO WILL LISTEN. REALLY APPRECIATE THE SERVICE. I WAS TREMENDOUSLY IMPRESSED WHEN WE ATTENDED A WEBEX ORIENTATION AND THIS CONTINUES MY EXCELLENT EXPERIENCES. WE APPRECIATE JENKINS BEING SUCH A GOOD PARTNER TO THE FIRM'S LIBRARY. SELF-REPRESENTED LITIGANTS: THANK YOU VERY MUCH FOR TAKING TIME OUT OF YOUR BUSY SCHEDULE TO SPEAK WITH ME ON TUESDAY! YOUR HELP IS INVALUABLE! I WILL EMAIL YOU SHOULD I INCUR DIFFICULTIES WITH THE DATABASES YOU HAVE PROVIDED TO ME. THIS IS AWESOME! THANK YOU VERY MUCH. LET ME TAKE SOME TIME TO DIGEST THE EXCELLENT FIREHOSE OF INFORMATION! THANK YOU VERY MUCH TO THE PERSON THAT COMPLIED THIS EMAIL...IT'S GREAT. I APPRECIATE YOUR EFFORTS AND TIME. COURTS: THANK YOU SO VERY MUCH FOR YOUR KINDNESS; I HAVE ALWAYS HELD YOU IN THE HIGHEST OF ESTEEM. LAW CLERKS VISITED JENKINS AND GOT GREAT HELP AND SERVICE! I AM THANKFUL THAT JENKINS KEEPS THE PA BRIEFS. CONTACTED THE PA SUPREME COURT TO GET ACCESS TO THE CASE FILE. THEY DID NOT HAVE IT! THEN TOLD ME TO TRY JENKINS. THESE MATERIALS ARE ABSOLUTELY WONDERFUL, AND I WILL BE INCORPORATING THEM INTO OUR PRESENTATION ON THE 125TH ANNIVERSARY OF THE SUPERIOR COURT OF PENNSYLVANIA. I APPRECIATE BEING ABLE TO STILL DO BOOK RESEARCH AND BORROW THE VOLUMES. GOVERNMENT AGENCIES: I CANNOT THANK YOU ENOUGH! THAT IS EXACTLY WHAT I NEEDED! PLEASE THANK YOUR FELLOW STAFF MEMBERS AS WELL. HAVE A MARVELOUS WEEKEND - YOU'VE JUST MADE MINE SO MUCH BETTER! THANK YOU VERY MUCH FOR PROVIDING THIS INFO. IT IS HELPFUL AND VERY MUCH APPRECIATED! IT WAS A PLEASURE SPEAKING WITH YOU. YOU REALLY DID GO ABOVE AND BEYOND TO HELP.
FORM 990, PART VI, SECTION B, LINE 11B	COPY OF ORGANIZATION'S FINAL FORM 990 IS GIVEN TO GOVERNING BODY (BOARD MEMBERS) FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE BOARD PRESIDENT. IF THERE IS A CONFLICT, IT IS PRESENTED TO THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE CO-EXECUTIVE DIRECTORS STUDY SALARY SURVEYS FOR SIMILIAR POSITIONS AND ALSO REVIEW THE 990 FORMS OF OTHER ORGANIZATIONS. THEY SHARE THIS INFORMATION WITH THE BOARD PRESIDENT AND THEY DISCUSS SALARY INCREASES BASED ON THIS INFORMATION AND INDIVIDUAL PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19	ORGANIZATION PROVIDES COPIES ON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE OF VALUE OF BENEFICIAL INTEREST IN PERPETUAL CHARITABLE TRUST 352,395.
FORM 990, PART XII, LINE 2C	THE PROCESS FOR THE COMMITTEE ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.
FORM 990, PART XI, LINE 8: PRIOR PERIOD ADJUSTMENT	JENKINS LAW LIBRARY ("JENKINS") IS DESIGNATED AS THE BENEFICIARY OF A PERPETUAL CHARITABLE TRUST WHICH GIVES JENKINS THE IRREVOCABLE RIGHT TO THE LIMITED AND RESTRICTED DISBURSEMENTS ANNUALLY FROM THE TRUST IN PERPETUITY, BUT JENKINS WOULD NEVER RECEIVE THE ASSETS HELD IN THE TRUST. THE PERPETUAL CHARITABLE TRUST IS HELD AND ADMINISTERED BY AN OUTSIDE THIRD PARTY WHICH CONTROLS THE INVESTMENT DECISIONS AND DISTRIBUTIONS TO JENKINS. PNC IS THE TRUSTEE FOR THIS TRUST AND JENKINS HAS NO CONTROL OR AUTHORITY OVER THE FUNDS IN THE TRUST OR THE AMOUNT OF THE LIMITED AND RESTRICTED INCOME JENKINS RECEIVES EACH YEAR. AS TO THE AMOUNT JENKINS RECEIVES ANNUALLY, IT RESIDES WITHIN THE DISCRETION OF PNC AS TRUSTEE AS DETERMINED AND INFORMED BY 1998 PA ACT 141. BASED UPON PROFESSIONAL ADVICE AND U.S. GAAP ACCOUNTING PRINCIPLES, AS OF JANUARY 1, 2023 JENKINS WILL RECORD JENKINS' INTEREST IN THE PERPETUAL CHARITABLE TRUST. IN ORDER TO BE TRANSPARENT, JENKINS HAD DISCLOSED IN A FINANCIAL STATEMENT FOOTNOTE THE VALUE OF BENEFICIAL INTEREST THAT WOULD HAVE BEEN REPORTED IN THE STATEMENT OF THE FINANCIAL POSITION, RECOGNIZING THAT REPORTING THESE ASSET FUNDS ON THE FINANCIAL STATEMENTS WOULD HAVE MISREPRESENTED THE AMOUNT OF AVAILABLE FUNDS JENKINS HAS AT ITS DISPOSAL AND UNDER ITS CONTROL. WHILE CONCERNS STILL EXIST, JENKINS WILL NOW RECORD THE FAIR VALUE OF JENKINS' BENEFICIAL INTEREST IN THE PERPETUAL TRUST AS AN ASSET ON JENKINS' STATEMENTS OF FINANCIAL POSITION. IN ACCORDANCE WITH U.S. GAAP, THE BENEFICIAL INTEREST WILL BE REMEASURED AT FAIR VALUE EACH REPORTING PERIOD WITH CHANGES RECOGNIZED ANNUALLY DISTRIBUTIONS RECEIVED FROM THE TRUST DURING 2023 ARE INCLUDED IN INVESTMENT INCOME IN PART VIII, LINE 3, WHERE THESE DISTRIBUTIONS HAVE BEEN REPORTED ON ALL PRIOR YEAR 990'S. FOR 2023 AND FORWARD, THE CHANGE IN THE FAIR VALUE OF THE BENEFICIAL INTEREST IN THE TRUST WILL BE REPORTED AS AN OTHER CHANGE IN NET ASSETS IN PART XI, LINE 9.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PUBLIC LAW LIBRARY
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	19
6	Total number of volunteers (estimate if necessary) .............	6	11
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,171,957	3,318,091
9	Program service revenue (Part VIII, line 2g) .........	970,653	842,831
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	655,780	446,162
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,798,390	4,607,084
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,331,474	1,201,802
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 10,648
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,114,448	3,182,056
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,445,922	4,383,858
19	Revenue less expenses. Subtract line 18 from line 12.......	352,468	223,226
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	12,980,690	17,098,634
21	Total liabilities (Part X, line 26).............	6,871,359	6,112,344
22	Net assets or fund balances. Subtract line 21 from line 20.....	6,109,331	10,986,290

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,959,352 including grants of $ ) (Revenue $ 842,831 )
	JENKINS LAW LIBRARY IS PHILADELPHIA'S PUBLIC LAW LIBRARY. FOUNDED IN 1802, IT IS AMERICA'S FIRST LAW LIBRARY. THROUGH AN EXPERIENCED, DEDICATED STAFF, THE LIBRARY PROVIDES LEGAL RESEARCH ASSISTANCE TO ATTORNEYS AND SELF-REPRESENTED LITIGANTS (SRLS) VIA PRINT AND ONLINE RESOURCES. IT IS ALSO A COST-EFFECTIVE PROVIDER OF CONTINUING LEGAL EDUCATION (CLE) CLASSES.THE LIBRARY OFFERS AFFORDABLE ACCESS TO LEGAL RESEARCH TOOLS REQUIRED TO PRACTICE LAW AND ASSIST SRLS, SUCH AS BLOOMBERG LAW, LEXIS, TRELLIS LAW, VITALLAW, AND WESTLAW. THE LIBRARY'S RESEARCH PLATFORM PROVIDES OVER 250,000 ONLINE TREATISES IN ADDITION TO ITS EXTENSIVE CURRENT AND HISTORIC COLLECTION OF PRINT VOLUMES AVAILABLE ON-SITE. KEEPING WITH ITS MISSION TO COLLECT, ORGANIZE AND DISSEMINATE LEGAL INFORMATION, THE LIBRARY DIGITIZES AND INDEXES MATERIALS UNAVAILABLE ONLINE ELSEWHERE, INCLUDING A COMPREHENSIVE ARCHIVE OF 112,887 PENNSYLVANIA TRIAL COURT OPINIONS, 1,108,072 PENNSYLVANIA APPELLATE BRIEFS AND RECORDS, 2,223 PHILADELPHIA CITY SOLICITOR OPINIONS, 1,374 PENNSYLVANIA LEGISLATIVE HISTORIES AND 168 PENNSYLVANIA ELECTION LAW LEGISLATIVE HISTORIES.AS PART OF ITS PUBLIC FUNCTION, JENKINS ASSISTS SRLS WHO ARRIVE DAILY, SEEKING ACCESS TO PA SPECIFIC FORMS AND INFORMATION TO HELP THEM UNDERSTAND THEIR RIGHTS IN A WIDE VARIETY OF EXTREMELY PERSONAL AND EMOTIONALLY CHARGED LEGAL PROBLEMS INCLUDING EMPLOYEE RIGHTS, TENANT EVICTION, PROTECTION FROM ABUSE ORDERS, DEBTOR/CREDITOR ISSUES, BANKRUPTCY, DIVORCE, AND CUSTODY ISSUES. OUR LIBRARIANS GUIDE SRLS TO PRINT AND ONLINE RESOURCES. SRLS ARE INFORMED THAT THE LIBRARIANS ARE NOT ATTORNEYS AND CANNOT GIVE LEGAL ADVICE. THERE IS NO LIMIT TO THE TIME WE SPEND WITH AN INDIVIDUAL, BEYOND STAFF CAPACITY. IN 2023, 1005 SLRS VISITED THE LIBRARY TO CONDUCT RESEARCH AND WE GAVE OUT 760 FREE FORM PACKETS. WE RECEIVED 708 QUESTIONS FROM SRLS VIA EMAIL, PHONE AND VISITS.SINCE APRIL 2019, OUR LIBRARIANS HAVE BEEN ASSISTING SRLS AT THE FIRST JUDICIAL DISTRICT'S FAMILY COURT HELP CENTER ON TUESDAYS AND THURSDAYS FOR THREE HOURS WITH FILING SIMPLE DIVORCES. JENKINS' LIBRARIANS ARE TRAINED BY COURT STAFF TO ASSIST SRLS IN UNDERSTANDING THE DIVORCE PROCESS AND TO HELP WITH FILLING OUT FORMS. SRLS ARE INFORMED THAT THE LIBRARIANS ARE NOT ATTORNEYS AND CANNOT GIVE LEGAL ADVICE. COMPLICATED ISSUES ARE REFERRED TO THE LAWYER REFERRAL & INFORMATION SERVICES (LRIS) OR LEGAL SERVICE ORGANIZATIONS. DURING THE COVID -19 PANDEMIC, THE HELP CENTER WAS CLOSED BUT WE CONTINUED TO HELP SRLS VIA THE TELEPHONE, EMAIL OR BY APPOINTMENT IN THE LIBRARY. WE RETURNED TO THE FAMILY COURT HELP CENTER IN AUGUST OF 2021. IN 2023 WE HELPED 919 VISITORS.FAMILY COURT ADMINISTRATIVE JUDGE MARGARET T. MURPHY THANKED THE LEADERSHIP AT JENKINS, THE MEMBERS OF THE STAFF AND THE BOARD OF JENKINS FOR ASSISTING SRLS WHO APPEAR THROUGHOUT THE FAMILY COURT AND IN PARTICULAR AT FAMILY'S COURT HELP CENTER. SHE STATED, "YOUR ASSISTANCE AND SUPPORT HAS BEEN A TREMENDOUS HELP! THANK YOU." FAMILY COURT JUDGE IDA CHEN REFERS TO JENKINS AS A "JUSTICE PARTNER" WITH THE FAMILY COURT.ANOTHER PUBLIC FUNCTION THAT JENKINS PROVIDES IS FREE MEMBERSHIP TO PHILADELPHIA NONPROFIT LEGAL SERVICE AGENCIES. JENKINS ALSO PROVIDES AT NOMINAL COST MEMBERSHIP AND SERVICES TO PHILADELPHIA RELATED AND/OR BUDGETED AGENCIES, AS WELL AS FREE MEMBERSHIP TO ALL JUDGES IN THE FIRST JUDICIAL DISTRICT AND THE PENNSYLVANIA APPELLATE COURTS.JENKINS MEMBERSHIP PROGRAM RUNS ON A ROLLING CALENDAR YEAR. FOR 2023, WE HAD APPROXIMATELY 10,063 MEMBERS WHICH INCLUDES JUDGES, STUDENTS, ATTORNEYS AND STAFF AT FIRMS OF ALL SIZES AND WITHIN A DIVERSE SET OF PRACTICE AREAS. OUR HEAVIEST ATTORNEY USERS ARE SOLO ATTORNEYS AND SMALL FIRMS WHO ARE UNABLE TO AFFORD THE RESOURCES THAT LARGE LAW FIRMS MAINTAIN. MOST OF THE LIBRARY'S ONSITE VISITS WERE FROM FIRMS WITH 10 OR FEWER ATTORNEYS. LARGE FIRMS HAVE SIGNIFICANTLY REDUCED THE SIZE OF THEIR LIBRARIES AND AS SUCH RELY ON JENKINS FOR LEGAL RESOURCES NOT AVAILABLE TO THEM VIA THEIR ONLINE SUBSCRIPTIONS. IN ADDITION, THEY UTILIZE THE RESEARCH EXPERTISE OF OUR LIBRARIANS ON A DAILY BASIS.OUR LIBRARIANS RESPONDED TO MORE THAN 3,000 REQUESTS FOR ASSISTANCE IN 2023. JENKINS HAD MORE THAN 55,000 UNIQUE USERS VISIT OUR WEBSITE.JENKINS' LIBRARIANS CONTINUE TO PUBLISH BLOGS TO HELP OUR USERS WITH RESEARCH. IN 2023, 42 BLOGS WERE CREATED AND THEY WERE VIEWED 4,217 TIMES. THE TOP BLOG POSTS WERE PHILADELPHIA FAMILY COURT: DOMESTIC RELATIONS DOCKET SEARCH; NEW DATABASE AVAILABLE: TRELLIS LAW; USPTO PATENT PUBLIC SEARCH; NEW INTERACTIVE MAGISTERIAL DISTRICT COURT MAP.THE LIBRARY HAS 82 RESEARCH GUIDES AVAILABLE FROM ITS WEBSITE. OF THE 82, THIRTEEN FOCUS ON ASSISTING SRLS. THESE GUIDES WERE VIEWED 36,627 TIMES IN 2023. SINCE COVID-19, THE LIBRARY'S SERVICES HAVE BEEN IN EVEN BIGGER DEMAND AND SOME OF THE SERVICES OR CHANGES WE ADOPTED THEN ARE STILL BEING EMPLOYED. FOR EXAMPLE, OUR CLASSES ARE STILL BEING CONDUCTED REMOTELY INSTEAD OF IN PERSON AND CURBSIDE DELIVERY/RETURN OF MATERIALS IS STILL AVAILABLE. ALTHOUGH JENKINS HAS ALWAYS BEEN STRONG IN CUSTOMER SERVICE SATISFACTION, THE UNUSUAL CIRCUMSTANCES OF THE PANDEMIC ELICITED MANY ACCOLADES WHICH THE LIBRARY CONTINUES TO RECEIVE.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses3,959,352

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) THEODORE TED SIMON ESQUIRE...................................................................... PRESIDENT	1.00 .................	X	X	0	0	0
(2) THE HON IDA K CHEN...................................................................... VICE PRESIDENT	0.50 .................	X	X	0	0	0
(3) PATRICIA G CRAMER ESQUIRE...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(4) DIANA CORTES ESQUIRE...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(5) ALBERT S DANDRIDGE III ESQ...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(6) WESLEY R PAYNE ESQUIRE...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(7) THE HON NINA WRIGHT-PADILLA...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(8) THE HON SHEILA WOODS-SKIPPER...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(9) MARC J ZUCKER ESQUIRE...................................................................... BOARD MEMBER	0.20 .................	X		0	0	0
(10) NANCY GARNER...................................................................... CO-EXECUTIVE DIRECTOR/CORP SECRETARY	35.00 .................		X	96,712	0	46,595
(11) IDA WEINGRAM...................................................................... CO-EXECUTIVE DIRECTOR	30.00 .................		X	72,880	0	67,076
(12) LAURIE D REILLY ESQUIRE...................................................................... ASST. VP;BOARD APPOINTED-N	0.20 .................		X	0	0	0
(13) CHRISTOPHER DIFUSCO ESQUIRE...................................................................... TREASURER;BOARD APPOINTED-	0.20 .................		X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	169,592	0	113,671

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	3,277,641

f	All other contributions, gifts, grants, and similar amounts not included above		1f	40,450

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		3,318,091

		Business Code
2a	MEMBERSHIP DUES	541100	784,858	784,858
b	RESEARCH SERVICES	541900	55,588	55,588
c	EDUCATIONAL SERVICES	611710	2,385	2,385
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		842,831

3 Investment income (including dividends, interest, and othersimilar amounts) ......			387,746			387,746
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	818,576
b	Less: cost or other basis and sales expenses	7b	760,160
c	Gain or (loss)	7c	58,416
d	Net gain or (loss).........			58,416			58,416
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			4,607,084	842,831	0	446,162

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	283,264	120,471	155,795	6,998
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	703,768	663,674	39,776	318
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	67,884	65,734	2,142	8
9	Other employee benefits .......	78,795	73,805	4,696	294
10	Payroll taxes ...........	68,091	55,875	11,772	444
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	21,900		21,900
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	35,121		35,121
12	Advertising and promotion ....
13	Office expenses .......	50,427	7,627	42,787	13
14	Information technology ......	233,586	233,358	228
15	Royalties ..
16	Occupancy ...........	548,527	490,312	55,642	2,573
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	241,682	241,682
23	Insurance ...	43,999		43,999
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SUBSCRIPTIONS, BINDING,	1,902,648	1,902,648
b	LIBRARY SERVICES	92,312	92,312
c	PHOTOCOPYING	9,986	9,986
d	DUES & SUBSCRIPTIONS	1,214	1,214
e	All other expenses	654	654
25	Total functional expenses. Add lines 1 through 24e	4,383,858	3,959,352	413,858	10,648
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			592,958	1	414,812
2	Savings and temporary cash investments .........			1,501,659	2	1,705,381
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			291,940	4	262,265
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			4,632	9	4,711
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,037,235
b	Less: accumulated depreciation	10b	1,457,534	1,796,284	10c	1,579,701
11	Investments—publicly traded securities .			4,547,525	11	4,928,897
12	Investments—other securities. See Part IV, line 11 .....				12	4,446,215
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			4,245,692	15	3,756,652
16	Total assets. Add lines 1 through 15 (must equal line 33)...			12,980,690	16	17,098,634

17	Accounts payable and accrued expenses .....	383,631	17	329,007
18	Grants payable ...		18
19	Deferred revenue .........	398,521	19	351,735
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	6,089,207	25	5,431,602
26	Total liabilities. Add lines 17 through 25..	6,871,359	26	6,112,344

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,502,833	27	4,854,996
28	Net assets with donor restrictions ...........	1,606,498	28	6,131,294
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	6,109,331	32	10,986,290
33	Total liabilities and net assets/fund balances ........	12,980,690	33	17,098,634