Name/Title
Financial RecordsEntry/Object ID
2017.21.21Scope and Content
Upsala financial records:
Letter from Ettinger, Silverman, Balka, Basch and Levy, attorneys, January 9, 1978 concerning writing up proposed budget for 1977-1979 to keep tas exempt status with IRS. Letter to IRS , February 3, 1978 about proposed budgets question.May 4, 1978 letter from law firm confirming tax exempt status.following are letters from IRS confirming tax exempt status.
Chestnut Hill Local article "Upsala Mansion Gets State Grant", Jan 31, 1979. discusses how Upsala Foundation receives grant from Pennsylvania Historical and Museum Commission to repair Upsala mansion's copper gutterss and wooded cornices.
Letter October 18,1983 from Eleanor Pfingst to Suzanne C. Fisher of the William Penn Foundation concerning their special gift
Letter January 17, 1983 confirming receipt of tax certificate of exemption. Letter October 27, 1983 to William Penn Foundation from Eleanor Pfingst concerning the $2500 grant to Upsala. Letter September 28, 1984 from Phoebe W. Haas Charitable Trust "A" about receiving $15,000 grant.
Resrv Partners Inc. transaction summaries for September 29, 1984-November 30, 1984.
Letter April 23, 1985 from Upsala Foundation to Mrs. Mary Lebaron Wood concerning her gift to Upsala of 15 shares of Borg Warner Corp. stock.
Upsala Foundation treasurer's report September 6, 1985.
Tour confirmation from Asher Tours, Inc., March 18,1986 that 25 people from Skippack Antique will tour Upsala April 1.
November 11, 1986 nomination committee for officers and trustees for the year.
January 10, 1987 Upsala Foundation Treasurer's Report.
Reserve Group transaction summaries April 25, 1987 to September 30, 1988.
Treasurer's Report October 1, 1987- January 5, 1988.
Reserve Fund transaction summaries September 26, 1987-November 25, 1988.Letter from Pennsylvania Historical and Museum Commission, October 4, 1993 reminding Upsala about continuing obligation to preserve property. February 11, 1997 Certificate of Registration as Charitable organization.
Stairway Club donations request. Financial receipts for the Upsala Foundation Cocktail Buffet, December 9, 1994. Operating reports for expenses from October 1, 1997 to September 30, 1999.
Janney Montgomery Scott transaction summaries May 29, 1987- February 28 1997. (Years 1989-1997 not available).Collection
UpsalaArchive Details
Date(s) of Creation
1978 - 1997Archive Items Details
Date(s) of Creation
1978 - 1997