Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,998,084 | 4,871,791 | 6,463,558 | 3,852,845 | 3,265,366 | 21,451,644 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 712,000 | 712,000 | 712,000 | 712,000 | 712,000 | 3,560,000 |
| 4 | Total. Add lines 1 through 3 | 3,710,084 | 5,583,791 | 7,175,558 | 4,564,845 | 3,977,366 | 25,011,644 |
| 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) .. | 3,751,736 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 21,259,908 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,710,084 | 5,583,791 | 7,175,558 | 4,564,845 | 3,977,366 | 25,011,644 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 7,603,095 | 5,653,663 | 5,365,955 | 6,477,829 | 6,602,039 | 31,702,581 |
| 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.).. | 15,909 | 22,899 | 26,148 | 34,471 | 48,288 | 147,715 |
| 11 | Total support. Add lines 7 through 10 | 56,861,940 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 24020490 |
| Software Version: | 2024v5.2 |
| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, Line 4 | On advice of counsel, we have removed from the Laws the detailed procedures for the classes, the election of members, and the lengthy description of our committees and their working procedures. The version we are submitting for approval is thus significantly shorter than its predecessor. These materials will in the future be part of a new document called Regulations, which will be adopted by vote of Council and will be more readily amended as operational details evolve. The Laws, however, will remain subject to revision only by a vote of the Members (as state law provides). Apart from this major alteration, the significant areas of change in the Laws are as follows:1. Language from Pennsylvania law has been inserted into a considerable number of articles to conform to the current state of statutes. This language is mandatory and not subject to change by us. The most important such new language is in Chapter II, Article 9, Reserved Powers of Members. 2. Pennsylvania requires that committees be either governance committees, strictly defined as capable of acting on behalf of the Society, or advisory committees, of which the actions require ratification by Council. We have kept in the Laws only one governance committee, the Executive Committee of Council. All others are advisory and will be described in the Regulations. They can in fact take decisions within policies approved by the Council, for example in awarding research grants or fellowships, in selecting candidates for the annual elections, and in accepting acquisitions for the Museum. But they cannot establish policies without approval by Council. This is an important change in how we have operated, but we believe it can be implemented without disruption. 3. Just as we changed the Librarians official title recently to Director of the Library & Museum (in large part to recognize the union of those two departments), we recommend using the title Chief Executive officer to make the nature of the position more recognizable in the world at large, and retitling the Financial Officer as the Director of Finance and Administration/Chief Financial Officer for similar reasons and to make the scope of this position clearer.4. We have recommended allowing International Members to nominate persons for membership. Such nominations remain subject to the decision of the Class Committees whether to have names go forward onto the first or second ballot, and International Members remain unable to vote in elections. 5. On advice of counsel, the provision for continued service on Council of past presidents has been eliminated (Chapter VI, Article 1). 6. The Curator of Art and Material Culture is now to be elected by the Members like other officers. The Curator of the Jefferson Garden will remain a presidential appointment but not serve on the Council. We have provided in the Regulations for a new Committee on Compensation, something we have lacked until now, with an annual duty of recommending the compensation for the Chief Executive Officer and a periodic one of reviewing the entire compensation structure of the Societys staff. |
| Form 990, Part VI, Section A, Line 6 | THE SOCIETY HAS MEMBERS. THE MEMBERS DO NOT RECEIVE A SHARE OF THE SOCIETY'S PROFITS AND THERE ARE NO MEMBER DUES. |
| Form 990, Part VI, Section A, Line 7a | THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY (COUNCIL) AND APPROVE SPECIFIC DECISIONS OF COUNCIL AS THE LAWS DIRECT. |
| Form 990, Part VI, Section A, Line 7b | ALL COUNCIL DECISIONS RELATING TO THE CHARTER, THE LAWS, AND THE COMPOSITION AND SIZE OF THE MEMBERSHIP, ARE SUBJECT TO THE MEMBERSHIP'S APPROVAL. |
| Form 990, Part VI, Section B, Line 11b | 1. A COPY OF FORM 990 IS PROVIDED TO THE COMMITTEE ON AUDIT AND TO EVERY VOTING MEMBER OF THE COUNCIL.2. THE TREASURER AND THE CHAIR OF THE COMMITTEE ON AUDIT ARE RESPONSIBLE FOR SOLICITING COMMENTS FROM THE COMMITTEE ON AUDIT AND RECEIVING COMMENTS FROM THE COUNCIL WITHIN A FIXED REASONABLE PERIOD OF TIME BEFORE THE EXPECTED (INITIAL OR EXTENDED) FILING DUE DATE. THE TREASURER AND CHAIR OF THE COMMITTEE ON AUDIT REPORT ANY CONCERNS TO THE CHIEF EXECUTIVE AND ADMINISTRATIVE OFFICERS FOR REVIEW. THE CHIEF EXECUTIVE OFFICER RESPONDS TO THE TREASURER AND THE CHAIR OF THE COMMITTEE ON AUDIT IN A REASONABLE MANNER. THE CHIEF EXECUTIVE OFFICER AFTER DUE DELIBERATION SIGNS THE RETURN. |
| Form 990, Part VI, Section B, Line 12c | COVERED PERSONS ARE SOLICITED ANNUALLY, ASKING THESE INDIVIDUALS TO REPORT ANY POSSIBLE POTENTIAL CONFLICT. |
| Form 990, Part VI, Section B, Line 15a | PRESIDENT AND TREASURER APPROVE THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WITH THE ADVICE OF THE COMPENSATION COMMITTEE OF COUNCIL AND WITHIN BUDGETARY PARAMETERS APPROVED BY COUNCIL. |
| Form 990, Part VI, Section B, Line 15b | COMPARABILITY DATA ARE UTILIZED AND ALL SALARIES ARE DETERMINED AT THE DISCRETION OF THE CHIEF EXECUTIVE OFFICER. |
| Form 990, Part VI, Section C, Line 19 | THE SOCIETY'S YEARBOOK FOR 2024 GIVES A COMPLETE ACCOUNT OF THE SOCIETY'S ACTIVITIES. IT ALSO INCLUDES A COPY OF ITS LAWS AND POLICIES. A COPY WILL BE FURNISHED UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, Line 24e | : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Chg in Val of Annuity Agree.: Column (A) - Total = $48363; Column (B) - Program Services = $0; Column (C) - Management & General = $48363; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Committee expenses: Column (A) - Total = $88354; Column (B) - Program Services = $55016; Column (C) - Management & General = $33338; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Curatorial exhibit expenses: Column (A) - Total = $206783; Column (B) - Program Services = $206783; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Curatorial Project Personnel: Column (A) - Total = $3565; Column (B) - Program Services = $3565; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Development expenses: Column (A) - Total = $122036; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $122036 |
| Form 990, Part IX, Line 24e | Education & Collections exp.: Column (A) - Total = $88231; Column (B) - Program Services = $88231; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Equip. rental and maintenance: Column (A) - Total = $255101; Column (B) - Program Services = $49744; Column (C) - Management & General = $195153; Column (D) - Fundraising = $10204 |
| Form 990, Part IX, Line 24e | Grant database: Column (A) - Total = $53302; Column (B) - Program Services = $53302; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | HRA Maintenance: Column (A) - Total = $4705; Column (B) - Program Services = $0; Column (C) - Management & General = $4705; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Library books & manuscripts: Column (A) - Total = $121718; Column (B) - Program Services = $121718; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Membership expenses: Column (A) - Total = $34635; Column (B) - Program Services = $34635; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Miscellaneous - Curatorial: Column (A) - Total = $12853; Column (B) - Program Services = $12853; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | MISCELLANEOUS RESEARCH: Column (A) - Total = $2010; Column (B) - Program Services = $2010; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Pension Benefit Costs: Column (A) - Total = $250857; Column (B) - Program Services = $179175; Column (C) - Management & General = $48783; Column (D) - Fundraising = $22899 |
| Form 990, Part IX, Line 24e | Permanent collections: Column (A) - Total = $11031; Column (B) - Program Services = $11031; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Prizes & Honoraria: Column (A) - Total = $140536; Column (B) - Program Services = $140536; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Professional services: Column (A) - Total = $120322; Column (B) - Program Services = $0; Column (C) - Management & General = $120322; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Relocation costs: Column (A) - Total = $43609; Column (B) - Program Services = $0; Column (C) - Management & General = $43609; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Special Purposes Curatorial: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Temporary help: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Travel & Public relations: Column (A) - Total = $88994; Column (B) - Program Services = $0; Column (C) - Management & General = $88994; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Unemployment compensation: Column (A) - Total = $7717; Column (B) - Program Services = $0; Column (C) - Management & General = $7717; Column (D) - Fundraising = $0 |
| Form 990, Part XI, Line 9 | annuity interest = -$49250 |
| Form 990, Part XI, Line 9 | Change in pension liability = $504374 |
| Form 990, Part XI, Line 9 | change in post retirement benefit liability = $121338 |
| Form 990, Part XI, Line 9 | change in post retirement = -$0 |
| Form 990, Part XI, Line 9 | Change in Postretirement benefit liability = $0 |
| Form 990, Part XI, Line 9 | Realized gain attributable to annuity obligation = -$205428 |
| Form 990, Part XI, Line 9 | rounding = -$0 |
| Form 990, Part XI, Line 9 | Unrealized gain attributable to annunity obligation = -$45379 |
| Form 990, Part XI, Line 9 | Unrealized loss attributable to annuity obligation = $0 |
| Software ID: | 24020490 |
| Software Version: | 2024v5.2 |