2023-06-08T17:10:25-05:00 2022-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2022-01-01 357105253 THE BRINTON MUSEUM ENDOWMENT FUND BRIN 3076723173 PO BOX 460 BIG HORN WY 82833 KENDRA HEIMBUCK CO-TRUSTEE 3076723173 2023-06-08 1 KENDRA HEIMBUCK 999009999 1 KYLE FRITCH CPA P01313374 9702238825 2023-06-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENDRA HEIMBUCK PO BOX 460 BIG HORN WY 82833 1328270 0 X N/A X 2015 WY PROVIDE SUPPORT FOR THE BRINTON MUSEUM 5 4 0 4 0 0 2450 3900 0 0 1187927 1047968 0 0 1190377 1051868 625948 656438 0 0 0 0 0 0 0 124362 104959 750310 761397 440067 290471 20866737 17084807 0 0 20866737 17084807 PROVIDE SUPPORT FOR THE BRINTON MUSEUM. 0 0 761397 656438 THE BRINTON MUSEUM ENDOWMENT FUND IS ORGANIZED TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE BRINTON MUSEUM, INCLUDING DISTRIBUTING INCOME AND PRINCIPAL TO OR FOR THE BENEFIT OF THE BRINTON MUSEUM; LENDING MONEY OR EXTENDING CREDIT TO THE BRINTON MUSEUM; PURCHASING, OWNING, INSURING, AND IMPROVING ANY ASSETS USED BY THE BRINTON MUSEUM IN FURTHERANCE OF ITS CHARITABLE AND EDUCATIONAL ACTIVITIES. 761397 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X KENDRA HEIMBUCK 3076723173 PO BOX 460 BIG HORN WY 82833 KENNETH L SCHUSTER CO-TRUSTEE (THRU NOV. '22) 0.50 40.50 X X 0 94822 4267 KENDRA HEIMBUCK- CO-TRUSTEE AS OF DEC '22)/ CHIEF OP. OFFICER 0.50 40.50 X X 0 76763 3454 NICHOL MACMANUS CO-TRUSTEE 0.50 0.00 X X 0 0 0 DAVID HUBERT CO-TRUSTEE 0.50 1.00 X X 0 0 0 JACOMIEN MARS CO-TRUSTEE 0.50 1.00 X X 0 0 0 SAM J SCOTT CO-TRUSTEE 0.50 1.00 X X 0 0 0 0 171585 7721 0 0 0 0 BROWN BROTHERS HARRIMAN 140 BROADWAY NEW YORK NY 10005 INVESTMENT MANAGEMENT 104959 1 3900 3900 278209 278209 1046161 276402 769759 769759 769759 1051868 0 0 1047968 656438 656438 104959 104959 761397 761397 0 0 1397913 670268 19468824 16414539 20866737 17084807 0 0 X 20866737 17084807 20866737 17084807 20866737 17084807 290471 -4072401 0 X 0 1 X 0 0 X X 1 THE NEW MUSEUM AT THE BRADFORD BRINTON RANCH 453588359 7 1 656438 0 1 656438 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X X X 0 20866737 3900 -3024433 656438 104959 17084807 19506342 2450 1982945 625000 20866737 17609780 2480982 595245 19495517 15039364 3103509 724461 17418412 16219332 2800 -494754 688014 15039364 0.00000 0.88080 0.11920 0 0 0 X PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF THE FURNITURE, FURNISHINGS, INDIAN ART, WESTERN JEWELRY, PAINTINGS, OBJECTS OF ART, AS WELL AS MACHINERY AND EQUIPMENT THAT WAS AT THE RANCH ON THE DATE OF HELEN BRINTON'S DEATH, AS WELL AS ADDITIONAL ART AND INDIAN ARTIFACTS THAT HAVE BEEN ACQUIRED BY THE ORGANIZATIONS. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALE TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE ENDOWMENT'S COLLECTIONS ARE ON LOAN TO THE BRINTON MUSEUM, THE ORGANIZATION THAT THE ENDOWMENT IS SUPPORTING. THE COLLECTION CURRENTLY CONSISTS OF AMERICAN INDIAN ARTIFACTS AND WESTERN ART, WHICH IS A FOCUS OF THE BRINTON MUSEUM'S COLLECTIONS AND DISPLAYS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND CONSISTS OF A SINGLE GENERAL FUND ESTABLISHED BY DONORS TO POVIDE ANNUAL FUNDING FOR SPECIAL PROJECTS AND GENERAL OPERATIONS OF THE MUSEUM. PART X, LINE 2: MANAGEMENT BELIEVES THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE ENTITIES' FORMS 990, 990PF, 990T AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NONU.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2018. SCHEDULE D, PART V, LINE 1B AND C: THE DIFFERENCE BETWEEN ENDING AND BEGINNING ENDOWMENT FUNDS CHANGED TO PROPERLY ADJUST FOR UNRECORDED ENDOWMENTS. 1 THE NEW MUSEUM AT THE BRADFORD BRINTON RANCH PO BOX 460 BIG HORN WY 82833 453588359 501(C)(3) 656438 0 GENERAL SUPPORT 1 0 PART I, LINE 2: FUNDS ARE DISTRIBUTED DIRECTLY FROM THE SUPPORTING ORGANIZATION TO THE SUPPORTED ORGANIZATION AND DUE TO THE CLOSE RELATIONSHIP OF THE ORGANIZATIONS, NO FURTHER MONITORING NECESSARY. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS DAVID HUBERT, JACOMIEN MARS AND SAM SCOTT HAVE A BUSINESS RELATIONSHIP WITH KENNETH SCHUSTER AND KENDRA HEIMBUCK WHO ARE OFFICERS OF A RELATED TAX-EXEMPT ORGANIZATION FOR WHICH THEY SERVE ON THE BOARD. BOARD MEMBERS DAVID HUBERT, JACOMIEN MARS AND SAM SCOTT ALSO SERVE AS BOARD MEMBERS OF A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE NEW MUSEUM AT THE BRADFORD BRINTON RANCH, A RELATED TAX-EXEMPT ORGANIZATION, ELECTS THE BOARD OF THE BRINTON MUSUEM ENDOWMENT FUND. FORM 990, PART VI, SECTION B, LINE 11B THE ENDOWMENT FUND'S POLICY IS FOR BRINTON MUSEUM STAFF TO REVIEW THE FORM 990 INITIALLY. AFTER THE INTIAL REVIEW IS COMPLETE A COPY OF THE FORM 990 IS PROVIDED TO THE ENDOWMENT FUND'S TRUSTEES FOR THEIR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST BY CONTACTING THE BRINTON MUSEUM ENDOWMENT FUND AT PO BOX 460, BIG HORN, WYOMING. THE BRADFORD BRINTON MEMORIAL PO BOX 460 BIG HORN WY 82833 367353418 HOLDS PROPERTY, FURNISHINGS, AND MUSEUM COLLECTIONS WY 501(C)(3) PF THE NEW MUSEUM AT THE BRADFORD BRINTON RANCH 0 THE NEW MUSEUM AT THE BRADFORD RANCH PO BOX 460 BIG HORN WY 82833 453588359 PRESERVE, MAINTAIN AND INTERPRET THE FORMER BRADFORD BRINTON MUSEUM HOLDINGS WY 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0