2019-11-15T10:20:04-06:00 2018-12-31 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2018-01-01 042103878 TRUSTEES OF THE BERKSHIRE MUSEUM TRUS 4134437171 39 SOUTH STREET PITTSFIELD MA 01201 ETHAN KLEPETAR PRESIDENT 4134437171 2019-11-15 1 CAROL J LEIBINGER-HEALEY CPA P00849882 4134436408 2019-11-14 208.125.165.90 2019-11-15 09:42:55 ES P 5CC19E0D79D568FE872AC71FADACD1153F988494 C07CB12CE4D993FC44B525511BFA31654F914FB1 2018 2020-03-31 21:24:44Z ETHAN KLEPETAR 39 SOUTH STREET PITTSFIELD MA 01201 33504517 0 X WWW.BERKSHIREMUSEUM.ORG X 1932 MA BRINGING PEOPLE TOGETHER FOR EXPERIENCES THAT SPARK CREATIVITY AND INNOVATIVE THINKING BY MAKING INSPIRING EDUCATIONAL CONNECTIONS AMONG ART, HISTORY, AND NATURAL SCIENCE. 20 17 56 125 0 0 476924 1199862 226805 353990 528536 817642 70508 134687 1302773 2506181 0 0 0 0 756474 1601300 0 0 311130 2825260 1777383 3581734 3378683 -2278961 -872502 18234206 66961836 3907944 215930 14326262 66745906 X BRINGING PEOPLE TOGETHER FOR EXPERIENCES THAT SPARK CREATIVITY AND INNOVATIVE THINKING BY MAKING INSPIRING EDUCATIONAL CONNECTIONS AMONG ART, HISTORY, AND NATURAL SCIENCE. 0 0 1149238 179259 OPENED IN 1903, THE BERKSHIRE MUSEUM HOLDS A MICRO-ENCYCLOPEDIC COLLECTION OF MORE THAN 40,000 OBJECTS, INLUDING ART, MATERIAL CULTURE, AND SPECIMENS RELATED TO THE BERKSHIRES, THE GREATER REGIONAL AND AMERICAN EXPERIENCE, AND THE WORLD. THE MUSEUM HOUSES ONE OF THE MOST SIGNIFICANT NATURAL SCIENCE COLLECTIONS IN THE REGION, INCLUDING A 30-TANK AQUARIUM WITH FISH, REPTILES, AND AMPHIBIANS AND A MAJOR COLLECTION OF SCIENTIFICALLY VALUABLE SPECIMENS SUCH AS MOLLUSKS, MINERALS, FOSSILS, INSECTS, BIRDS, MAMMALS, AND PLANTS. CORE EXHIBITIONS ARE DEVOTED TO INTERPRETING THE PERMANENT COLLECTION, REGIONAL NATURAL HISTORY, ANIMAL HABITATS FROM AROUND THE WORLD, AND LIVING COLLECTIONS. THE FEIGENBAUM HALL OF INNOVATION EXPLORES INNOVATION IN THE BERKSHIRES RELATED TO SCIENCE, TECHNOLOGY, NATURAL HISTORY, AND VISUAL, LITERARY AND PERFORMING ARTS. THE EXHIBITION WINDOW ON THE WORLD HIGHLIGHTS HISTORICAL OBJECTS FROM THE 18TH THROUGH 20TH CENTURIES SUCH AS NATHANIEL HAWTHORNE'S DESK TO ANTIQUITIES FROM EGYPT, ROME, AND GREECE. ETHNOGRAPHIC ARTIFACTS ORIGINATING IN THE AMERICAS, AFRICA, OCEANIA, AND ASIA ARE ON VIEW, AS ARE SELECTIONS FROM THE FINE ART COLLECTION. COMPLEMENTING CORE EXHIBITS FOCUSED ON THE CULTURAL AND NATURAL HISTORIES OF THE BERKSHIRES, THE MUSEUM PRESENTS 12-15 TEMPORARY EXHIBITS EVERY YEAR. THE MUSEUM IS DEDICATED TO INTERDISCIPLINARY INTERPRETATION: RECENT EXHIBITIONS HAVE INCLUDED "ART OF THE HILLS", "JOSH SIMPSON: GALACTIC LANDSCAPE", "MISSION AEROSPACE", "OBJECTS AND THEIR STORIES: QUARTZ", "OBJECT AND THEIR STORIES: CIVIL WAR SURGEONS KITS", "OBJECTS AND THEIR STORIES: EDWARD MORAN AND "FESTIVAL OF THE TREES". THE MUSEUM'S BERKSHIRE NOW GALLERY OFFERS FOUR EXHIBITIONS EVERY YEAR OF WORK BY REGIONAL ARTISTS WORKING ACROSS A RANGE OF MEDIA. TOTAL ATTENDANCE FOR THE YEAR WAS APPROXIMATELY 29,000 INDIVIDUALS. ADDITIONAL TYPES OF ADMISSIONS SUCH AS SCHOOL VISITS, COMMUNITY PROGRAMS, ETC. ARE DETAILED IN OTHER PROGRAMS. 915489 87086 BERKSHIRE MUSEUM IS AN ACKNOWLEDGED LEADER IN ARTS AND SCIENCE EDUCATION, OFFERING INTERACTIVE AND ENGAGING EDUCATIONAL PROGRAMS AND ACTIVITIES FOR SCHOOL GROUPS IN GRADES K THROUGH 12 THAT FOSTER PROBLEM-SOLVING, CREATIVITY, AND COLLABORATION THROUGH HANDS-ON, INQUIRY-BASED, EXPERIENTIAL PROJECTS. THE MUSEUM PROVIDES MORE THAN 28,000 EDUCATIONAL EXPERIENCES FOR LOCAL STUDENTS EACH YEAR THROUGH CURRICULUM-BASED CLASSES AT THE MUSEUM AND THROUGH 13 OUTREACH PROGRAMS IN 12 AREA SCHOOLS. THE MUSEUM'S EDUCATION STAFF IS COMMITTTED TO PROMOTING THE LEARNING SKILLS NECESSARY FOR SUCCESS IN THE 21ST CENTURY - COMMUNICATION, CRITICAL THINKING, COLLABORATION AND CREATIVITY. ALL EDUCATIONAL PROGRAMS SUPPORT NATIONAL COMMON CORE STANDARD INITIATIVES AND THE MASSACHUSETTS CURRICULUM FRAMEWORKS. BERKSHIRE MUSEUM IS THE ONLY MUSEUM WITHIN A 60-MILE RADIUS TO OFFER SCIENCE EDUCATION. THE BERKSHIRE MUSEUM ALSO OFFERS A ROBUST SCHEDULE OF ACTIVITIES FOR EARLY LEARNERS PROVIDING INNOVATIVE ACTIVITIES FOR CHILDREN FROM 6 MONTHS TO 4 YEARS. UTILIZING THE MUSEUM'S UNIQUE RESOURCES, EDUCATORS HAVE DEVELOPED STEM- AND STEAM-RELATED ACTIVITIES SPECIFICALLY DESIGNED FOR YOUNGER CHILDREN, INCORPORATING COORDINATION AND MOTOR SKILLS, LANGUAGE SKILLS, SOCIAL INTERACTION, AND SENSORY EXPLORATION. BERKSHIRE MUSEUM'S EDUCATIONAL PROGRAMS FILL SIGNIFICANT NEEDS FOR LOCAL SCHOOL DISTRICTS THAT LACK SUFFICIENT FUNDING AND RESOURCES OF THEIR OWN TO SERVE A POPULATION THAT INCLUDES MANY ACADEMICALLY AT-RISK STUDENTS. CLASSES ARE OFFERED AT A VERY LOW COST PER STUDENT, ENSURING MAXIMUM ACCESS FOR ALL REGIONAL CHILDREN. APPROXIMATELY 15,000 STUDENTS SERVED DURING THE YEAR. 118916 87645 THE BERKSHIRE MUSEUM PRESENTS A YEAR-ROUND SCHEDULE OF MORE THAN 500 INNOVATIVE, INTERDISCIPLINARY PUBLIC PROGRAMS, INCLUDING TOURS, CLASSES, WORKSHOPS, CAMPS, GALLERY TALKS, LIVE ANIMAL SHOWS, FILM, SPOKEN WORD, DANCE, THEATER, AND MUSIC PERFORMANCES, ALL DESIGNED TO SERVE OUR FAMILY AND COMMUNITY AUDIENCE. WEEMUSE PROGRAMS FOR EARLY LEARNERS AND THEIR CAREGIVERS ARE OFFERED SEVERAL TIMES EVERY WEEK IN THE GALLERIES, AS IS THE POPULAR CHOW TIME IN THE AQUARIUM. SEVERAL TIMES A MONTH CHILDREN CAN PARTICIPATE IN KITCHEN KA-BOOM, A SCIENCE CLASS, OR EXPERIENCE THE IMAGINATION PLAYGROUND. THE LEARNER'S LAB PROGRAM OFFERS MONTHLY OPPORTUNITIES TO TRY LIFE SKILLS, FROM SAUSAGE-MAKING TO QUILTING TO UKULELE-PLAYING. DURING THE SUMMER AND SCHOOL BREAKS, THE MUSEUM OFFERS AN EXCITING VARIETY OF SUMMER CAMPS, INCLUDING HANDS-ON EXPERIENCES IN ROBOTICS, THEATER, ANIMATION, FORENSICS, NATURAL SCIENCE AND MAGIC. THE MUSEUM ALSO RECOGNIZES THE IMPORTANCE OF ENGAGING THE ENTIRE FAMILY. TO THAT END, THE BERKSHIRE MUSEUM OFFERS FOUR FREE COMMUNITY NIGHTS ANNUALLY: SCIENCE NIGHT, PAJAMA NIGHT, AN EVENING OF LITERACY; THE OPENING NIGHT OF TEN DAYS OF PLAY, FOCUSED ON CHILD-DIRECTED CREATIVE PLAY; AND WELCOME TO KINDERGARTEN. THE BERKSHIRE MUSEUM'S LITTLE CINEMA SCREENS INDEPENDENT AND FOREIGN FILMS FIVE TIMES A WEEK, YEAR-ROUND. THE MUSEUM HAS DEVELOPED A ROBUST NETWORK OF ORGANIZATIONAL PARTNERS, INCLUDING LOCAL AND REGIONAL EDUCATIONAL SYSTEMS, CULTURAL ORGANIZATIONS, GOVERNMENTAL AND NON-PROFIT AGENCIES AND THE MUSEUM OFTEN PRESENTS SPECIAL SCREENINGS AS WELL AS TALKS AND CLASSES AS PART OF THESE ONGOING COLLABORATIONS, FOCUSED ON COMMUNITY NEEDS. TOTAL ATTENDANCE FOR THE YEAR WAS APPROXIMATELY 12,000 INDIVIDUALS. 2183643 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 27 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X X CORPORATION 4134437171 39 SOUTH STREET PITTSFIELD MA 012016155 ELIZABETH MCGRAW PRESIDENT 6.00 X X 0 0 0 STACEY GILLIS-WEBER VICE PRESIDENT 6.00 X X 0 0 0 ETHAN KLEPETAR VICE PRESIDENT 6.00 X X 6013 0 0 LYDIA ROSNER SECRETARY 6.00 X X 0 0 0 STEPHEN BAYNE TREASURER 6.00 X X 0 0 0 WILLIAM HINES JR TRUSTEE 6.00 X 0 0 0 DAVID GLODT TRUSTEE 6.00 X 0 0 0 JEFFREY NOBLE TRUSTEE 6.00 X 0 0 0 CATHERINE DEELY TRUSTEE 6.00 X 0 0 0 RACHEL MELENDEZ MABEE TRUSTEE 6.00 X 0 0 0 JOSH SIMPSON TRUSTEE 6.00 X 7909 0 0 JEFFREY THOMAS TRUSTEE 6.00 X 0 0 0 MICHAEL WYNN TRUSTEE 6.00 X 0 0 0 DOUGLAS CRANE TRUSTEE 6.00 X 0 0 0 MELISSA SCARAFONI TRUSTEE 6.00 X 0 0 0 CAITLIN PEMBLE TRUSTEE 6.00 X 0 0 0 MICHAEL ADDY TRUSTEE 6.00 X 0 0 0 DONNA KRENICKI TRUSTEE 6.00 X 0 0 0 SUZANNE NASH TRUSTEE 6.00 X 0 0 0 WENDY GORDON TRUSTEE 6.00 X 0 0 0 VAN SHIELDS EXECUTIVE DIRECTOR 37.50 X 187459 0 2262 JON PROVOST CHIEF SUPPORT SERVICES OFF 37.50 X 70459 0 13291 DAVID ELLIS INTERIM EXECUTIVE DIRECTOR 16.00 X 31447 0 0 303287 0 15553 1 0 1 0 WILMERHALE 60 STATE ST BOSTON MA 02109 LEGAL 3045183 ROMASH COMMUNICATIONS 34 CLINTON AVE JAMESTOWN RI 02835 CONSULTANT 122850 2 174589 141953 883320 14888 1199862 ADMISSIONS 900099 179259 179259 ADULT PROGRAMS 900099 87645 87645 EDUCATION PROGRAMS 900099 87086 87086 353990 777122 777122 30951309 30910789 40520 40520 40520 102930 141953 35330 67600 67600 105390 52217 53173 53173 OTHER 900099 7271 7271 FACILITY RENTAL 900099 6643 6643 13914 2506181 353990 0 952329 X 270690 270690 1090820 856410 21970 212440 140037 67282 53480 19275 99753 63656 20143 15954 16300 16300 74826 74826 353667 19082 334135 450 70308 69254 1054 42388 26781 1256 14351 298157 277912 17975 2270 4714 4198 516 2083 1733 350 24695 24201 247 247 499009 489029 4990 4990 SERVICE CONTRACTS 85487 72653 2861 9973 EXHIBITION COSTS 78827 78827 SUPPLIES 64979 57695 4192 3092 EQUIPMENT, FILM AND STO 41590 32714 8876 120353 42216 60845 17292 3378683 2183643 883910 311130 X 245495 162231 109099 32924568 1328305 1167895 18025 331380 12105 8965 47081 58483 15927272 6015811 10385473 9911461 6088622 22396852 1 1 18234206 66961836 2055518 215930 1852426 3907944 215930 X 12459218 64997404 1498906 1401966 368138 346536 14326262 66745906 18234206 66961836 X -872502 -1387717 54679863 X 0 0 0 X 3020154 1733411 968821 476924 1199862 7399172 3020154 1733411 968821 476924 1199862 7399172 1419806 5979366 170276 183813 152633 71834 777122 1355678 9703 5258 3781 5738 7271 31751 8786601 2785211 0.68050 0.78310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 1195965 50000000 -583054 50612911 1140366 333 65266 10000 1195965 1052484 15597 81285 9000 1140366 595844 444309 15531 3200 1052484 509362 81350 16176 11044 595844 0.99000 0.01000 0 0 56971 56971 13313065 4515181 8797884 8340 348 7992 599900 545611 54289 1948996 954671 994325 9911461 X 55723501 -1387717 54679863 53292146 2431355 74826 74826 2506181 3303857 0 3303857 74826 74826 3378683 PART III, LINE 4: THE COLLECTIONS CARRY A SIGNIFICANT VALUE IN CONNECTION WITH THE MUSEUM'S MISSION OF BRINGING PEOPLE TOGETHER FOR EXPERIENCES THAT SPARK CREATIVITY AND INNOVATIVE THINKING BY MAKING INSPIRING EDUCATIONAL CONNECTIONS AMONG ART, HISTORY, AND NATURAL SCIENCE. THE COLLECTIONS CONSIST OF PERMANENT COLLECTIONS OF ART, NATURAL SCIENCE, COSTUME, DECORATIVE ARTS, ANCIENT CIVILIZATIONS, HISTORICAL OBJECTS, REPTILES,INSECTS AND EXOTIC MARINE LIFE. THE ART COLLECTION CONSISTS OF APPROXIMATELY 500 PAINTINGS, 125 SCULPTURES, 2,000 DECORATIVE OBJECTS, MORE THAN 400 PRINTS AND WORKS ON PAPER, AND MORE THAN 2,000 PHOTOGRAPHS FROM BOTH AMERICAN AND EURPOEAN ARTISTS FROM THE FIFTEENTH THROUGH TWENTIETH CENTURIES. THE ANCIENT CIVILIZATION COLLECTIONS FEATURE ART AND ARTIFACTS OF BABYLONIA, ASSYRIA, EGYPT, GREECE, ROME AND CHINA. THE NATURAL HISTORY COLLECTION CONSISTS OF EXOTIC SHELLS, GEMSTONES, MINERALS, FLOWERS, MUSHROOMS, FOSSILS, MOUNTED BIRDS AND ANIMALS, LIVE AQUARIUM, AS WELL AS DIORAMAS OF DINOSAURS AND ANIMALS IN THEIR NATURAL HABITAT. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE MUSEUM'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER DECEMBER 31, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROCEEDS FROM DEACCESSION 56,043,063. LESS: LEGAL FEES INCURRED IN DEACCESSION -1,363,200. PART XI, LINE 2D PROCEEDS FROM THE SALE OF VARIOUS ART WORKS NETTED AGAINST THE ASSOCIATED LEGAL FEES FESTIVAL OF TREES 38910 1175 37735 6490 GALA 205973 140778 65195 28840 244883 141953 102930 35330 35330 67600 1 X X X X 1 0 0 0 0 0 0 0 0 VAN SHIELDS EXECUTIVE DIRECTOR 76786 0 0 0 110673 0 0 0 2262 0 189721 0 0 0 PART I, LINE 4A THE EXECUTIVE DIRECTOR LEFT THE ORGANIZATION MID-YEAR DURING 2018 AND RECEIVED SEVERANCE PAY OF: $92,888 THIS AMOUNT IS INCLUDED ON FORM 990, PARK XII, COLUMN (D). X 2 0 X 1 14888 AVG FMV ON TRANSFER DATE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS (NOT THE NUMBER OF ITEMS RECEIVED). PART I, LINE 33: THE ORGANIZATION ELECTED, AS PERMITTED UNDER ASC 958-360-25 (FORMERLY SFAS 116), NOT TO REPORT IN ITS FINANCIAL STATEMENTS, WORKS OF ART AND LIBRARY COLLECTIONS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. FORM 990, PART VI, SECTION A, LINE 3 DURING 2018, UPON THE RETIREMENT OF THE EXECUTIVE DIRECTOR, THE MUSEUM HIRED AN INDEPENDENT CONTRACTOR TO ACT AS THE INTERIM EXECUTIVE DIRECTOR UNTIL A PERMANENT REPLACEMENT WAS HIRED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS AUTHORIZED THE FINANCE COMMITTEE TO REVIEW THE 990 ON ITS BEHALF. UPON APPROVAL OF THE FINANCE COMMITTEE, THE 990 IS THEN MADE AVAILABLE TO THE FULL BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE AND PERSONNEL COMMITTEES ANNUALLY REVIEW CURRENT TRUSTEES FOR CONFLICTS OF INTEREST. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS REVIEWED BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, THE PERSONNEL COMMITTEE, AND THE PROPOSED SALARY IS APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON SPECIFIC REQUEST. FORM 990, PART IX, LINE 11G CURATORIAL/DISPLAY: PROGRAM SERVICE EXPENSES 19,082. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,082. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,240. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 14,690. STRATEGIC PLANNING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 319,895. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,895. FORM 990, PART XI, LINE 9: NET PROCEEDS FROM THE SALE OF ART AND LIBRARY COLLECTIONS 54,679,863.