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← SCIENCE HISTORY INSTITUTE SUPPORT COMPANY

Form 990 for tax year 2022

Filed by SCIENCE HISTORY INSTITUTE SUPPORT COMPANY.

Totals

Total revenue
$6,352,359
Total expenses
$9,493,908
Contributions and grants received
$0
Grants paid
$5,811,625
Program service revenue
$1,815
Investment income
$6,350,544
Other revenue
$0
Total assets, end of year
$195,362,922
Total liabilities, end of year
$1,784,697
Net assets or fund balances, end of year
$193,578,225
Program services expenses (Part IX)
$9,153,965
Management and general expenses
$339,943
Fundraising expenses
$0
Program service expenses (Part III)
$9,153,965

Program services were 96.4% 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.

  • 2a · Program service revenue: PUBLIC LIBRARY COLLECTION

    total $1,815 · related or exempt $1,815

  • 3 · Investment income

    total $2,640,560 · unrelated business $17,519 · excluded $2,623,041

  • 7a · Gross sales of assets other than inventory

    securities $26,245,502

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

    securities $22,535,518

  • 7c · Gain or loss

    securities $3,709,984

  • 7d · Net gain or loss

    total $3,709,984 · excluded $3,709,984

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,811,625 · program services $5,811,625

  • 5 · Compensation of officers, directors and key employees

    total $95,704 · management and general $95,704

  • 7 · Other salaries and wages

    total $1,406,094 · program services $1,316,865 · management and general $89,229

  • 8 · Pension plan contributions

    total $79,296 · program services $69,531 · management and general $9,765

  • 9 · Other employee benefits

    total $188,762 · program services $175,578 · management and general $13,184

  • 10 · Payroll taxes

    total $124,320 · program services $110,521 · management and general $13,799

  • 11b · Fees: legal

    total $12,110 · program services $8,847 · management and general $3,263

  • 11c · Fees: accounting

    total $13,246 · program services $11,081 · management and general $2,165

  • 11g · Fees: other

    total $144,081 · program services $90,077 · management and general $54,004

  • 12 · Advertising and promotion

    total $677 · program services $331 · management and general $346

  • 13 · Office expenses

    total $7,324 · program services $6,015 · management and general $1,309

  • 14 · Information technology

    total $51,709 · program services $45,497 · management and general $6,212

  • 16 · Occupancy

    total $229,451 · program services $222,324 · management and general $7,127

  • 17 · Travel

    total $31,699 · program services $22,007 · management and general $9,692

  • 19 · Conferences, conventions and meetings

    total $32,933 · program services $27,014 · management and general $5,919

  • 22 · Depreciation, depletion and amortization

    total $928,832 · program services $906,613 · management and general $22,219

  • 23 · Insurance

    total $67,761 · program services $64,338 · management and general $3,423

  • 24a · Other expenses: COLLECTION ACQUISITIONS

    total $179,951 · program services $179,951

  • 24b · Other expenses: COLLECTIONS STORAGE

    total $49,202 · program services $48,748 · management and general $454

  • 24c · Other expenses: PROGRAM EXPENSES

    total $39,131 · program services $37,002 · management and general $2,129

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,086,949 · end of year $380,756

  • 11 · Investments: publicly traded securities

    beginning of year $174,576,475 · end of year $194,657,094

  • 12 · Investments: other securities

    beginning of year $473,198 · end of year $325,072

  • 25 · Other liabilities

    beginning of year $1,652,857 · end of year $1,784,697

  • 27 · Net assets without donor restrictions

    beginning of year $17,526,268 · end of year $19,339,636

  • 28 · Net assets with donor restrictions

    beginning of year $157,957,497 · end of year $174,238,589

Mission and programs · 2022

Mission

THE FUNCTION OF SCIENCE HISTORY INSTITUTE SUPPORT COMPANY IS TO BENEFIT AND PERFORM SOME OF THE FUNCTIONS OF THE SCIENCE HISTORY INSTITUTE. THIS INCLUDES THE LIBRARY SPECIAL COLLECTIONS AND DIGITIZATION.

Activities or mission (Part I)

TO BENEFIT AND PERFORM SOME OF THE FUNCTIONS OF THE SCIENCE HISTORY INSTITUTE.

  • THE DONALD F. AND MILDRED TOPP OTHMER LIBRARY OF CHEMICAL HISTORY IS AN INDEPENDENT RESEARCH LIBRARY ENCOMPASSING THE HISTORY OF CHEMISTRY AND RELATED SCIENCES AND INDUSTRIES. THE LIBRARY NOW HOUSES MORE THAN 140,000 PRINT VOLUMES, RARE BOOKS AND MANUSCRIPTS, ARCHIVAL MATERIALS, AND HISTORICAL PHOTOGRAPHS. TOGETHER THESE COLLECTIONS-SPANNING NEARLY SIX MILES OF SHELVES-FORM AN UNRIVALED RESOURCE FOR THE HISTORY OF CHEMISTRY AND RELATED SCIENCES, TECHNOLOGIES, AND INDUSTRIES. LOCATED IN PHILADELPHIA, THE LIBRARY IS OPEN TO RESEARCHERS BY APPOINTMENT. THE NUCLEUS OF OUR 7,000 RARE BOOK COLLECTION COMES FROM THE CHEMISTS' CLUB LIBRARY OF NEW YORK AND THE ROY G. NEVILLE HISTORICAL CHEMICAL LIBRARY. HIGHLIGHTS OF THE COLLECTION INCLUDE LANDMARK WORKS ON THE HISTORY OF CHEMISTRY, WORKS ON THE EARLY CHEMICAL INDUSTRY AND COMMERCE, AND A SET OF TEN 15TH-CENTURY ALCHEMICAL MANUSCRIPT VOLUMES AND MINIATURES. RELATED SUBJECTS REPRESENTED IN THE COLLECTION COMPRISE MINING AND METALLURGY, ASSAYING, GUNNERY, PYROTECHNICS, BOOKS OF SECRETS, MEDICINE, PHARMACY, PHYSICS, AND BOTANY. THE MODERN MONOGRAPH AND JOURNALS COLLECTION MATERIALS ARE AVAILABLE IN PRINT, MICROFORM, AUDIOVISUAL, AND/OR ELECTRONIC FORMATS. TOPICS COVERED IN THE COLLECTION RANGE FROM GENERAL CHEMISTRY FIELDS TO SPECIFIC SUBJECTS, SUCH AS BREWING, COSMETICS, DYES, PLASTICS, SOAPS, AND TEXTILES.

    Expenses $2,184,062 · Revenue $368

  • THE SCIENCE HISTORY INSTITUTE ARCHIVES ACTIVELY COLLECTS AND PRESERVES THE PAPERS OF ORGANIZATIONS AND INDIVIDUALS WHOSE WORK HAS SIGNIFICANTLY ADVANCED OUR SCIENTIFIC UNDERSTANDING OF CHEMISTRY, CHEMICAL ENGINEERING, AND THE LIFE SCIENCES AND ITS ALLIED FIELDS. THE PROFESSIONAL PAPERS OF INDIVIDUALS, BUSINESSES, AND SCIENTIFIC ORGANIZATIONS OFTEN PROVE TO BE THE MOST VALUABLE SOURCES FOR RECORDING THE HISTORY OF SCIENCE AND HELP CONSTITUTE THE PRIMARY MATERIAL RECORD OF THE HUMAN ENDEAVOR TO INVESTIGATE AND SHAPE NATURE. ARCHIVES STAFF COLLECTS, PRESERVES, DESCRIBES, AND MAKES AVAILABLE THE UNIQUE, UNPUBLISHED MATERIALS THAT DOCUMENT THE PAST 200 YEARS OF OUR CHEMICAL HISTORY. SPANNING OVER 6,000 LINEAR SHELF FEET, THESE COLLECTIONS ARE A MAJOR ATTRACTION FOR SCHOLARS OF THE MODERN CHEMICAL AND MOLECULAR SCIENCES. WE ACTIVELY COLLECT ARCHIVAL PAPERS FROM OUTSTANDING SCIENTISTS, INDUSTRIES, AND PROFESSIONAL ORGANIZATIONS. COLLECTION STRENGTHS INCLUDE THE FIELDS OF SCIENTIFIC INSTRUMENTATION, CHEMICAL EDUCATION, MATERIALS SCIENCE, QUANTUM CHEMISTRY, AND CHEMICAL ENGINEERING.

    Expenses $962,058 · Revenue $1,447

  • GRANT TO THE SCIENCE HISTORY INSTITUTE.

    Expenses $5,811,625 · Grants $5,811,625

  • OTHER PROGRAMS INCLUDE OTHER COLLECTING AND CURATORIAL ACTIVITIES AND EXPENSES ASSOCIATED WITH THE CREATION OF THE INFRASTRUCTURE TO CREATE A DIGITAL COLLECTION.

    Expenses $196,220

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

Listed in Part VII

  • Lewis Gasorek

    BOARD MEMBER & CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Sharon L Haynie

    BOARD MEMBER & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Daniel D Adams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cynthia Cai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • T Bond Calloway Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Fox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Catherine Keenan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nicholas J Kovich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Laurie J Landeau

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frank Lipiecki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Fred A Middleton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Louise Y Palmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Christopher Pappas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Octavio Tonatiuh Ramierez-Reivich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathleen Shelton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey L Sturchio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Tanner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheryl Teich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sam Tharpe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Cole

    PRESIDENT & CEO

    Total calculated
    $450,779
    From this org
    $0
    From related orgs
    $404,524
    Other
    $46,255
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,524 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,165 related
    Nontaxable benefits
    $0 + $23,090 related
    Filer's total
    $0 + $450,779 related

  • Kevin Cavanaugh

    TREASURER, SR. VP CAO & CFO

    Total calculated
    $285,217
    From this org
    $0
    From related orgs
    $246,552
    Other
    $38,665
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,552 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,575 related
    Nontaxable benefits
    $0 + $23,090 related
    Filer's total
    $0 + $285,217 related

  • Resa P Thomason

    SECRETARY, VP OF STRATEGIC PARTNERSHIPS

    Total calculated
    $211,092
    From this org
    $0
    From related orgs
    $189,546
    Other
    $21,546
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,546 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,548 related
    Nontaxable benefits
    $0 + $9,998 related
    Filer's total
    $0 + $211,092 related

  • Thomas Swift

    DIRECTOR OF INFRASTRUCTURE - FORMER

    Total calculated
    $177,577
    From this org
    $0
    From related orgs
    $150,839
    Other
    $26,738
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,839 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,417 related
    Nontaxable benefits
    $0 + $17,321 related
    Filer's total
    $0 + $177,577 related

  • Michelle Dimeo

    VP OF COLLECTIONS & PROGRAMS

    Total calculated
    $161,887
    From this org
    $0
    From related orgs
    $144,722
    Other
    $17,165
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,722 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,915 related
    Nontaxable benefits
    $0 + $8,250 related
    Filer's total
    $0 + $161,887 related

  • Charles Hornstein

    DIRECTOR IT

    Total calculated
    $156,496
    From this org
    $0
    From related orgs
    $131,697
    Other
    $24,799
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,697 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,437 related
    Nontaxable benefits
    $0 + $16,362 related
    Filer's total
    $0 + $156,496 related

  • Erin McLeary

    DIRECTOR OF STRATEGIC INITIATIVES

    Total calculated
    $127,933
    From this org
    $0
    From related orgs
    $111,447
    Other
    $16,486
    Hours/week
    0 + 35 related

  • Ponce Hatch

    SENIOR SYSTEMS ADMINISTRATOR

    Total calculated
    $125,281
    From this org
    $0
    From related orgs
    $109,129
    Other
    $16,152
    Hours/week
    5 + 30 related

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

SCHEDULE J, PART I - 4A
THOMAS SWIFT WAS A FORMER DIRECTOR OF INFRASTRUCTURE RECEIVED $49,240 IN SEVERANCE PAYMENT FROM RELATED ORGANIZATION (SCIENCE HISTORY INSTITUTE - EIN: 22-2817365) DURING FYE 2023.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
1 February 2024
IRS schema version
2022v5.0
Source object
202440409349301134

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