2021-11-15T12:32:46-06:00 2020-12-31 061073221 DONALD L PERLROTH & COMPANY CPAS 250 STATE STREET C-1 NORTH HAVEN CT 064732161 990PF 2020-01-01 237104223 THE JOSEF AND ANNI ALBERS FOUNDATION INC JOSE 2033934089 88 BEACON ROAD BETHANY CT 06524 NICHOLAS F WEBER PRESIDENT 2033934083 2021-11-15 1 NICHOLAS WEBER 999009999 JOHN D GORDON CPA P00168552 2032810522 2021-11-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 278946534 X 300 X 183825 183825 183825 11389277 24590905 0 0 22033 4101 17932 17932 197235 138969 197235 11788569 322794 398992 413419 11396 11796 401623 1900604 87500 87500 1806104 679291 36222 36222 628796 113017 0 0 113017 42239 0 0 38277 665958 60525 60525 605433 155854 15131 16834 136470 136296 0 0 348891 0 0 338210 110097 0 0 110218 27228 0 0 23957 1195521 0 4288 684121 5788415 210774 217165 4886226 2396681 2391181 8185096 210774 217165 7277407 3603473 112020 181827 660881 691713 691713 38048 5463386 5463386 1248501 354553 1248501 1208700 2322 2322 2322 51333 58065 58065 14347845 10766788 10766788 5536163 2184764 3196666 3351399 3351399 8932524 10221248 257404161 27584172 31803422 278946534 482330 436328 482330 436328 X 27101842 31367094 27101842 31367094 27584172 31803422 27101842 3603473 661779 31367094 0 31367094 J P MORGAN CHASE-COVERED P 4415897 4463758 -47861 -47861 J P MORGAN CHASE-COVERED P 5130448 5269047 -138599 -138599 CAPITAL GAINS DIVIDENDS P 60310 60310 60310 -126150 -47861 1557 0 1557 0 1557 17835 0 2500 0 20335 0 18778 5000 13778 0 0 0 0 0 0 0 0 0 0 1 1 CT NY 1 1 0 0 0 1 WWW.ALBERSFOUNDATION.ORG THE FOUNDATION 2033934089 88 BEACON ROAD BETHANY CT 06524 1 FR 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NICHOLAS WEBER 108 BEACON ROAD BETHANY CT 06524 EXEC DIRECTOR 40.00 413419 118590 0 CHARLES KINGSLEY ESQ C/O WIGGIN DANA 265 CHURCH ST NEW HAVEN CT 06508 DIRECTOR/PRESIDENT 1.00 0 0 0 CHARLOTTE FOX WEBER 17 AVONDALE PARK GARDENS LONDON UK W11 4PR DIRECTOR/SECRETARY 1.00 0 0 0 BRENDA DANILOWITZ 435 OAK VIEW DRIVE ORANGE CT 06477 CHIEF CURATOR 40.00 246434 64238 0 ANNE SISCO 33 N NABBY RD DANBURY CT 06811 OFFICE MANAGER 40.00 181250 77812 0 ALLEGRA N ITSOGA 101 LONG MEADOW RD BETHLEHEM CT 06751 PROGRAM DIRECTOR 40.00 189586 62125 0 JEANETTE REDENSEK 33 HARDING AVE BRANFORD CT 06405 RESEARCHER 40.00 160000 50501 0 JOHN DOYLE 35 RAINBOW RD BETHANY CT 06534 LAND AND FACILITIES 40.00 145000 48707 0 9 WILLEM VAN ROIJ BIESTERWEG 86 5615 AJ EINDHOVEN NL ADMINISTRATOR 125727 MATHIAS OCTAVIO PERSSON STOREGADE 35K 2TH 4780 STEGE DA ADMINISTRATOR 116000 BERNARD CORFA 82 RUE PERRONET NEUILLY SUR SEINE FR ADMINISTRATOR 91414 EDOUARD DETAILLE 3 RUE DANJOU 75008 PARIS FR ADMINISTRATOR 57079 0 ART CONSERVATION AND PRESERVATION - CONSERVATION, PRESERVATION, AND SCHOLARLY RESEARCH AND STUDY OF ART, INCLUDING APPROXIMATELY 800 OIL PAINTINGS BY THE LATE JOSEF ALBERS AND THOUSANDS OF HIS OTHER WORKS, AS WELL AS ARCHIVAL MANAGEMENT OF HIS WRITINGS, PHOTOGRAPHS AND OTHER RELATED MATERIALS; AND VARIOUS WEAVINGS AND TEXTILE MATERIALS AND PRINTS BY THE LATE ANNI ALBERS. IN PARTICULAR, THE FOUNDATION HAS CONTINUED ITS CONSERVATION WORK ON TORAH PANELS MADE BY ANNI ALBERS FOR A SYNAGOGUE IN WOONSOCKET, RHODE ISLAND. THE FOUNDATION PERFORMS THIS WORK PRIMARILY AT FARMAN, ITS MAIN GALLERY AND BUILDING, AND AT TRUNK, ITS NEW BUILDING TO HOUSE JOSEF'S FURNITURE AND OTHER MATERIALS IN BETHANY. 670625 EXHIBITIONS - PREPARATION AND ORGANIZATION OF VARIOUS EXHIBITIONS OF ART BY JOSEF ALBERS AND ANNI ALBERS, INCLUDING: (1) A MAJOR RETROSPECTIVE OF ANNI AND JOSEF ALBERS'S IN COMBINATION ART THAT WILL OPEN IN 2021 AT THE MUSE D'ART MODERNE DE LA VILLE DE PARIS; (2) WORK ON DOCUMENTARY FILMS, MEDIA INTERVIEWS, AND EDUCATIONAL PROGRAMS RELATED TO THIS EXHIBITION; (3) CONTINUED EXPLORATION OF POSSIBLE TRAVEL OF THIS SHOW, WITH SUCCESS IN THE CASE OF THE MUSEUM OF MODERN ART IN VALENCIA, SPAIN; (4) LOANS OF ARTWORKS FROM THE ALBERS FOUNDATION AND FROM PUBLIC INSTITUTIONS, TO VARIOUS EXHIBITIONS WORLDWIDE, INCLUDING ONE DEVOTED TO "ABSTRACTION BY WOMEN" AT THE CENTRE GEORGES POMPIDOU IN PARIS; (5) EXPLORATION OF POSSIBLE EXHIBITIONS IN ASIA AND LATIN AMERICA AND RUSSIA; (6) THE ALBERS/MONDAVI EXHIBITION TO BE HELD IN NEW YORK WITH DAVID ZWIRNER GALLERY, ALONG WITH OTHER POSSIBLE EXHIBITIONS IN NEW YORK AND HONG KONG. 1579037 MISCELLANEOUS ACTIVITIES - OTHER ACTIVITIES INCLUDE: (1) WORK ON A RANGE OF PUBLICATIONS CONCERNING THE ART OF BOTH JOSEF AND ANNI ALBERS, INCLUDING A NEW BILINGUAL EDITION OF POEMS AND DRAWINGS, ANNI & JOSEF ALBERS / EQUAL AND UNEQUAL (PHAIDON PUBLISHERS, WITH A FRENCH EDITION AS WELL AS AN ENGLISH LANGUAGE ONE,) VARIOUS FOREIGN EDITIONS OF INTERACTION OF COLOR; AND FRENCH EDITIONS OF ANNI ALBERS'S ON WEAVING AND COLLECTED ESSAYS, ALL OF THESE TO BE PUBLISHED IN 2021; (2) CONTINUED EFFORTS TO ADDRESS THE MATTER OF FORGERIES OF PAINTINGS BY JOSEF ALBERS, REQUIRING COURT APPEARANCES INTERNATIONALLY; (3) MANAGEMENT OF A VISITING ARTIST PROGRAM IN OUR GUEST STUDIOS IN CONNECTICUT, SENEGAL, AND IRELAND; (4) WORK ON A RANGE OF PUBLICATIONS, INCLUDING A BIOGRAPHY OF ALBERS'S FRIEND PIET MONDRIAN; (5) CONTINUED DEVELOPMENT OF FACILITIES IDEAL FOR THE PRESERVATION OF OUR COLLECTION, MAINTENANCE OF OUR ARCHIVES, AND EXPANSION OF OUR ACTIVITIES AT OUR HEADQUARTERS IN BETHANY, CONNECTICUT. 375893 ACTIVITIES IN SENEGAL - COLLABORATION WITH AMERICAN FRIENDS OF LE KORSA AND FUNDING IN SUPPORT OF THEIR CHARITABLE WORK, INCLUDING: (1) OPERATION OF A "THREAD"(A CULTURAL CENTER THAT THE FOUNDATION HELPED BUILD), (2) MEDICAL FACILITIES AND HEALTH PROGRAMS; (3) EDUCATIONAL FACILITIES AND PROGRAMS, AND (4) AGRICULTURAL DEVELOPMENT. 1084385 0 15208018 684772 0 15892790 0 0 15892790 238392 15654398 782720 X 7277407 0 1168827 8446234 0 8446234 2014-01-01 X 181827 343023 375437 427551 1327838 154553 291570 319121 363418 1128662 8446234 9616637 6394176 7546603 32003650 2391181 2907055 1870697 1900513 9069446 6055053 6709582 4523479 5646090 22934204 0 0 521813 499245 368264 285034 1674356 0 0 0 0 X AMAS MUSICAL THEATRE 257 WEST 52ND STREET NEW YORK NY 10019 N/A PC GENERAL DONATION 5000 AMERICAN FRIENDS OF LE KORSA INC 88 BEACON ROAD BETHANY CT 06524 N/A PC GENERAL DONATION 2065348 ARTS COUNCIL OF GREATER NEW HAVEN 70 AUDUBON ST NEW HAVEN CT 06510 N/A PC GENERAL DONATION 15000 OUTWARD BOUND USA 1133 ROUTE 55 LAGRANGEVILLE NY 12540 N/A PC GENERAL DONATION 6181 BELLEVUE LITERARY PRESS 550 FIRST AVENUE OBV A612 NEW YORK NY 10016 N/A PC GENERAL DONATION 29000 BLACK LIVES MATTER GLOBAL NETWORK THOUSAND CURRENTS PO BOX 10920 OAKLAND CA 94610 N/A PC GENERAL DONATION 10000 INTL FOUNDATION FOR ART RESEARCH 500 FIFTH AVENUE SUITE 935 NEW YORK NY 10110 N/A PC GENERAL DONATION 1500 LONG WHARF THEATRE 222 SARGENT DRIVE NEW HAVEN CT 06511 N/A PC GENERAL DONATION 50000 LOOMIS CHAFFEE SCHOOL 4 BATCHELDER ROAD WINDSOR CT 06095 N/A PC GENERAL DONATIONGENEAL DONATIONGENERAL DONATION 25000 OPEN SOURCE GALLERY INC 306 17TH STREET BROOKLYN NY 11215 N/A PC GENERAL DONATION 20000 PUBLICOLOR 20 WEST 36TH STREET NEW YORK NY 10018 N/A PC GENERAL DONATION 65000 THE CLASSICAL THEATRE OF HARLEM 8 W 126 ST 3RD FLOOR NEW YORK NY 10027 N/A PC GENERAL DONATION 10000 WSHUSACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06825 N/A PC GENERAL DONATION 10000 NAACPACTBLUE P O BOX 441146 SOMERVILLE MA 02144 N/A PC GENERAL DONATION 10000 NEW HAVEN LAWN CLUB EMPLOYEE ASSISTANCE FUND 193 WHITNEY AVE NEW HAVEN CT 06511 N/A PC GENERAL DONATION 1100 THE NORMAN S IVES FOUNDATION 5075 GRUNDY WAY DOYLESTOWN PA 18902 N/A PC GENERAL DONATION 20000 COUNCIL ON AMERICAN-ISLAMIC RELATIONS 46-01 20TH AVE ASTORIA NY 11105 N/A PC GENERAL DONATION 1000 ELI WHITNEY MUSEUM 915 WHITNEY AVENUE HAMDEN CT 06517 N/A PC GENERAL DONATION 5000 GLUCKSMAN GALLERY AT UNIV OF COLLEGE CORK COLLEGE ROAD CORK IRELAND EI N/A PC GENERAL DONATION 20000 THE ALDRICH CONTEMPORARY ART MUSEUM 258 MAIN STREET RIDGEFIELD CT 06877 N/A PC GENERAL DONATION 10000 MUSEUM OF THE CITY OF NY 1220 5TH AVEUE NEW YORK NY 10029 N/A PC GENERAL DONATION 1000 INTL AFRICAN AMERICAN MUSEUM 113 CALHOUN STREET CHARLESTON SC 29401 N/A PC GENERAL DONATION 1000 REHEARSAL FOR LIFE 670 CENTRE STREET SUITE 8 JAMAICA PLAIN MA 02130 N/A PC GENERAL DONATION 10052 THE GLASS HOUSE 199 ELM STREET NEW CANAAN CT 06840 N/A PC ART DONATION 5500 2396681 0 14 183825 18 -126150 11515427 17932 ROYALTIES 15 138969 AUTHENTICATION FEES 10000 ARTIST RESIDENCY FEE 5690 REPRODUCTION FEES 15 42576 0 239220 11549049 11788269 10 NOVELTY ITEMS SOLD TO MUSEUM SHOPS FOR RESALE ILLUSTRATING CONCEPTS OF 10 ART, SPACE AND DESIGN IN KEEPING WITH THE WORKS OF JOSEF AND ANNI 10 ALBERS. 11B REIMBURED COSTS OF ENSURING THAT FAKES DO NOT DEBASE PRINCIPLES OF ART 11B ASPIRED TO BY JOSEF ALBERS IN HIS WORKS. 11D PARTIALLY REIMBURSE THE COST OF HOUSING OF THE RESIDENT ARTISTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX SERVICES 42239 0 0 38277 ART BY JOSEF & ANNI ALBERS DONATED DAVID ZWIRNER GALLEY 14795500 38500 COST 3279500 11477500 ART BY JOSEF & ANNI ALBERS DONATED CRISTEA ROBERTS GALLEY 188750 1163 COST 149660 37927 RECONCILIATION OF CHARITABLE DISTRIBUTIONS: FORM 990, PAGE 1, LINE 25, COL D CHARITABLE DISTRIBUTIONS OF ART IN THE AMOUNT OF $5,500 ARE EXCLUDED FROM COLUMN D BECAUSE THEY WERE ALREADY USED FOR CHARITABLE PURPOSES. INVESTMENTS - FUNDS FMV 10666798 10666798 INVESTMENT - GROOVE AT COST 99990 99990 LEGAL FEES 113017 0 0 113017 ART - JOSEF ALBERS 5084188 6100069 224496000 ART - ANNI ALBERS 2196668 2306618 31093600 FILM ON LIFE OF ANNI ALBERS 2000 2000 2000 FILMS AND DOCUMENTARIES 330939 330939 330939 ART - PRECOLUMBIAN 42500 42500 42500 ART - OTHERS 1234243 1397136 1397136 ESCROW PARIS APARTMENT 41986 41986 41986 ALBERSSHOP EXPENSES 3635 0 3635 3635 AUTHENTICATION 653 0 653 653 OFFICE SUPPLIES & POSTAGE 16498 0 0 19242 BOOK PROGRAMS 97408 0 0 75899 MISCELLANEOUS 14149 0 0 17186 INSURANCE 60508 0 0 82587 DUES AND SUBSCRIPTIONS 11701 0 0 12650 BANK CHARGES AND FEES 11828 0 0 11648 RESEARCH 6105 0 0 6303 CONSERVATION AND RESTORATION 25611 0 0 25611 EXHIBITIONS 29936 0 0 32843 SHIPPING & STORAGE 40887 0 0 40504 TECHNOLOGY APPLICATIONS 37539 0 0 42564 EDUCATION 2591 0 0 2591 DEVELOPMENT 27781 0 0 29913 SECURITY 9653 0 0 9855 INTERNSHIP PAYMENTS 36832 0 0 35732 TRANSLATING SERVICE 3650 0 0 3650 WEBSITE 29446 0 0 32446 PHOTOGRAPHY 28039 0 0 28039 MEALS 9841 0 0 10430 THREAD PROGRAM EXPENSE 147497 0 0 147497 AUTOMOTIVE EXPENSES 11177 0 0 11716 LOSS ON COMPUTER DISPOSAL 927 0 0 927 FRENCH PAYROLL EXPENSE 531629 0 0 0 ROYALTIES 138969 138969 138969 AUTHENTICATION FEES 10000 10000 ARTIST RESIDENCY FEE 5690 5690 REPRODUCTION FEES 42576 42576 BOOK/TAX DEPRECIATION 4734 INCREASE IN MARKET VALUE - INVESTMENTS 651891 APPRECIATION ON DONATED NON CASH ITEMS 5150 ROUNDING 4 OUTSIDE SERVICES 399210 0 0 399210 INVESTMENT MANAGEMENT FEES 60525 60525 60525 0 PUBLIC RELATIONS 206223 0 0 206223 PAYROLL TAXES 148568 10395 12098 136470 EXCISE TAX 1550 0 0 0 FEDERAL TAX 1000 0 0 0 FOREIGN TAX 4736 4736 4736 0