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← AMERICAN ANTIQUARIAN SOCIETY

Form 990 for tax year 2022

Filed by AMERICAN ANTIQUARIAN SOCIETY.

What the amendment changed

Compared with the return it replaced , filed 21 March 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • JAMES MORAN

Listed only on the later return

  • CARLA PETERSON
  • ELIZABETH REILLY
  • MARGARETTA LOVELL
  • ROBERT BACHELDER

Listed under a different title

  • JOHN HERRON JR: CHAIRMAN then CHAIR
  • PAUL S SPERRY: VICE CHAIRMAN then VICE CHAIR

Totals

Total revenue
$10,974,880
Total expenses
$7,076,269
Contributions and grants received
$4,940,828
Grants paid
$350,153
Program service revenue
$991,581
Investment income
$5,022,966
Other revenue
$19,505
Total assets, end of year
$109,089,778
Total liabilities, end of year
$4,878,267
Net assets or fund balances, end of year
$104,211,511
Program services expenses (Part IX)
$5,484,599
Management and general expenses
$1,200,249
Fundraising expenses
$391,421
Program service expenses (Part III)
$5,484,599

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $207,763

  • 1f · All other contributions, gifts and grants

    $4,733,065

  • 2a · Program service revenue: SALE OF DIGITIZED MEDIA

    total $899,536 · related or exempt $899,536

  • 2b · Program service revenue: RENTAL FOR FELLOWSHIPS

    total $39,735 · related or exempt $39,735

  • 2c · Program service revenue: ROYALTIES

    total $27,360 · related or exempt $27,360

  • 2d · Program service revenue: MEETINGS, SEMINARS, COURSES

    total $24,950 · related or exempt $24,950

  • 3 · Investment income

    total $3,441,004 · excluded $3,441,004

  • 7a · Gross sales of assets other than inventory

    securities $10,305,954

  • 7b · Less cost or other basis and sales expenses

    securities $8,723,992

  • 7c · Gain or loss

    securities $1,581,962

  • 7d · Net gain or loss

    total $1,581,962 · excluded $1,581,962

  • 11a · Other revenue: MISC INCOME

    total $11,438 · related or exempt $11,438

  • 11b · Other revenue: COLLECTION SALES

    total $8,067 · related or exempt $8,067

  • 11e · Other revenue, total

    $19,505

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $350,153 · program services $350,153

  • 5 · Compensation of officers, directors and key employees

    total $512,511 · program services $93,877 · management and general $230,291 · fundraising $188,343

  • 7 · Other salaries and wages

    total $3,179,085 · program services $2,460,798 · management and general $555,461 · fundraising $162,826

  • 11c · Fees: accounting

    total $62,258 · management and general $62,258

  • 11f · Fees: investment management

    total $226,485 · management and general $226,485

  • 11g · Fees: other

    total $69,496 · program services $10,292 · management and general $58,879 · fundraising $325

  • 13 · Office expenses

    total $63,600 · program services $44,696 · management and general $12,853 · fundraising $6,051

  • 16 · Occupancy

    total $604,312 · program services $577,476 · management and general $16,121 · fundraising $10,715

  • 20 · Interest

    total $175,609 · program services $175,609

  • 22 · Depreciation, depletion and amortization

    total $1,035,708 · program services $1,035,708

  • 23 · Insurance

    total $59,170 · program services $49,757 · management and general $5,379 · fundraising $4,034

  • 24a · Other expenses: COLLECTION PURCHASES

    total $480,036 · program services $479,945 · management and general $91

  • 24b · Other expenses: COMPUTER OPERATIONS

    total $189,619 · program services $158,078 · management and general $18,900 · fundraising $12,641

  • 24c · Other expenses: EVENTS

    total $42,155 · program services $37,760 · management and general $3,729 · fundraising $666

  • 24d · Other expenses: PRINTING

    total $20,899 · program services $9,847 · management and general $5,235 · fundraising $5,817

  • 24e · All other expenses

    total $5,173 · program services $603 · management and general $4,567 · fundraising $3

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,700,180 · end of year $8,917,187

  • 3 · Pledges and grants receivable

    beginning of year $1,612,838 · end of year $968,509

  • 9 · Prepaid expenses and deferred charges

    beginning of year $112,022 · end of year $32,808

  • 10a · Land, buildings and equipment: cost or other basis

    $38,897,368

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,543,221

  • 10c · Land, buildings and equipment, net

    beginning of year $28,118,589 · end of year $27,354,147

  • 11 · Investments: publicly traded securities

    beginning of year $51,174,055 · end of year $54,621,234

  • 12 · Investments: other securities

    beginning of year $15,977,895 · end of year $15,565,323

  • 13 · Investments: program-related

    beginning of year $1,553,128 · end of year $1,553,128

  • 15 · Other assets

    beginning of year $158,735 · end of year $77,442

  • 17 · Accounts payable and accrued expenses

    beginning of year $320,535 · end of year $205,379

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,101,384 · end of year $4,595,446

  • 25 · Other liabilities

    beginning of year $158,735 · end of year $77,442

  • 27 · Net assets without donor restrictions

    beginning of year $27,345,267 · end of year $27,887,154

  • 28 · Net assets with donor restrictions

    beginning of year $70,481,521 · end of year $76,324,357

Mission and programs · 2022

Mission

SUPPORTS AND MAINTAINS A RESEARCH LIBRARY OF AMERICAN HISTORY AND CULTURE. OUR MISSION IS TO COLLECT, PRESERVE, AND MAKE AVAILABLE FOR STUDY THE PRINTED RECORD OF WHAT IS NOW THE UNITED STATES OF AMERICA FROM THE FIRST EUROPEAN SETTLEMENT THROUGH THE YEAR 1876. AS A LEARNED SOCIETY, WE OFFER A WIDE VARIETY OF PROGRAMS FOR DIVERSE AUDIENCES INCLUDING PROFESSIONAL SCHOLARS, PRE-COLLEGIATE, UNDERGRADUATE AND GRADUATE LEVEL STUDENTS AND EDUCATORS, PROFESSIONAL ARTISTS AND WRITERS, GENEALOGISTS, AND THE GENERAL PUBLIC.

Activities or mission (Part I)

THE AMERICAN ANTIQUARIAN SOCIETY IS BOTH A LEARNED SOCIETY AND NATIONAL RESEARCH LIBRARY OF PRE-TWENTIETH CENTURY AMERICAN HISTORY AND CULTURE. OUR MISSION IS TO COLLECT, PRESERVE AND MAKE AVAILABLE FOR STUDY THE PRINTED RECORD OF WHAT IS NOW THE UNITED STATES OF AMERICA FROM FIRST EUROPEAN SETTLEMENT THROUGH THE YEAR 1876. AS A LEARNED SOCIETY, WE OFFER A WIDE VARIETY OF PROGRAMS FOR DIVERSE AUDIENCES INCLUDING PROFESSIONAL SCHOLARS, PRE-COLLEGIATE UNDERGRADUATE AND GRADUATE LEVEL STUDENTS AND EDUCATORS, PROFESSIONAL ARTISTS AND WRITERS, GENEALOGISTS, AND THE GENERAL PUBLIC.

  • COLLECTION PURCHASES - TO INCREASE COLLECTION OF PRINTED MATERIALS RELATING TO AMERICAN HISTORY PRIOR TO 1876

    Expenses $479,945 · Revenue $8,067

  • CONSERVATION, CATALOGING AND OTHER - TO PRESERVE AND CATALOG THE SOCIETY'S COLLECTION OF BOOKS, NEWSPAPERS, MANUSCRIPTS & GRAPHIC ARTS IN CONJUNCTION WITH OTHER RESEARCH LIBRARIES.

    Expenses $4,654,501 · Revenue $938,334

  • RESEARCH - TO SUPPORT FELLOWSHIP PROGRAM FOR 45 FELLOWS AND OTHER EDUCATIONAL SEMINARS

    Expenses $350,153 · Grants $350,153 · Revenue $64,685

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOHN HERRON JR

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • PAUL S SPERRY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • GEORGE W TETLER III

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • RICHARD D BROWN

    SECRETARY FOR FOREIGN CORR

    Total calculated
    $0
    Hours/week
    2

  • ANN V FABIAN

    SECRETARY FOR DOMESTIC COR

    Total calculated
    $0
    Hours/week
    2

  • JAMES DONNELLY

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • NICK ARETAKIS

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • DEBORAH HALL

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • J CHRISTOPHER COLLINS

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • SHERYL JAEGER

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • DERRICK R SPIRES

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • JULIAN DAVIS WADE

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • MARK A PETERSON

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • CRAIG S WILDER

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • WENDY BELLION

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • HAL ESPO

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINE LOKER

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • ROSALIND REMER

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • MANISHA SINHA

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • CARLA PETERSON

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH REILLY

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • MARGARETTA LOVELL

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BACHELDER

    COUNCILOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT E CASPER

    PRESIDENT

    Total calculated
    $281,084
    From this org
    $258,193
    From related orgs
    $0
    Other
    $22,891
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $258,193
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,891
    Filer's total
    $281,084

  • KRISTEN BALASH

    VP FOR FINANCE AND ADMINIS

    Total calculated
    $134,164
    From this org
    $124,370
    From related orgs
    $0
    Other
    $9,794
    Hours/week
    35

  • LAUREN HEWES

    VP COLLECTIONS

    Total calculated
    $139,913
    From this org
    $128,286
    From related orgs
    $0
    Other
    $11,627
    Hours/week
    35

  • ELIZABETH KOPLEY

    VP ADVANCEMENT

    Total calculated
    $160,808
    From this org
    $149,941
    From related orgs
    $0
    Other
    $10,867
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $148,941
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,867
    Filer's total
    $160,808

  • NAN WOLVERTON

    VP PROGRAMS

    Total calculated
    $144,747
    From this org
    $128,043
    From related orgs
    $0
    Other
    $16,704
    Hours/week
    35

  • ANDREW CARIGLIA

    HEAD OF BUILDINGS AND GROU

    Total calculated
    $126,479
    From this org
    $110,549
    From related orgs
    $0
    Other
    $15,930
    Hours/week
    40

  • ALAN DEGUTIS

    HEAD OF CATALOGING

    Total calculated
    $126,107
    From this org
    $104,530
    From related orgs
    $0
    Other
    $21,577
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
28 May 2024
IRS schema version
2022v5.0
Source object
202412279349302306

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