2014-12-09T07:02:38-06:00 2014-06-30 341667340 PACKER THOMAS 325 EAST WASHINGTON STREET NEW CASTLE PA 16101 990 2013-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2014-11-26 1 JOSEPH GABRIEL P00595382 7246572880 2013 2015-11-30 17:44:51Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 18737267 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 40 39 33 195 0 0 2573813 2471239 47045 68601 2064510 3102132 109255 79546 4794623 5721518 0 0 0 0 906996 1027203 0 0 52669 1178343 1425716 2085339 2452919 2709284 3268599 64078063 70281908 71235 112628 64006828 70169280 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 738261 54035 ART COLLECTIONS 826884 20516 ART EXHIBITS 167501 48086 EDUCATIONAL PROGRAMS 1732646 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 26 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OH X AMY KAUFMAN 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 VINCENT BACON TRUSTEE 1.00 X 0 0 0 DANIEL TIDRICK TRUSTEE 1.00 X 0 0 0 WILLIAM BUCHMAN SECRETARY 1.00 X X 0 0 0 JOHN A ANDERSON TRUSTEE 1.00 X 0 0 0 DR DEAN BALL TRUSTEE 1.00 X 0 0 0 DR DOMINIC BITONTE TRUSTEE 1.00 X 0 0 0 WILLIAM J BRESNAHAN TRUSTEE 1.00 X 0 0 0 MARK A BROWN TRUSTEE 1.00 X 0 0 0 THOMAS J CAVALIER TREASURER 1.00 X X 0 0 0 JOE DICKEY JR TRUSTEE 1.00 X 0 0 0 JEFF DRAIME TRUSTEE 1.00 X 0 0 0 DR JOHN L DUNNE TRUSTEE 1.00 X 0 0 0 ERLE FLAD TRUSTEE 1.00 X 0 0 0 ATTY REBECCA M GERSON TRUSTEE 1.00 X 0 0 0 DR WILLIAM GELLER KATZ TRUSTEE 1.00 X 0 0 0 DOUGLAS LUMSDEN TRUSTEE 1.00 X 0 0 0 JOAN MILSOM TRUSTEE 1.00 X 0 0 0 RICHARD G MOORE TRUSTEE 1.00 X 0 0 0 BISHOP GEORGE V MURRY TRUSTEE 1.00 X 0 0 0 JAN TRAVAGLINI TRUSTEE 1.00 X 0 0 0 FLORENCE WANG TRUSTEE 1.00 X 0 0 0 JEFFERY D WILLIAMS TRUSTEE 1.00 X 0 0 0 BART GILMORE TRUSTEE 1.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 X 0 0 0 JOHN TONTI TRUSTEE 1.00 X 0 0 0 JOHN MACINTOSH VICE PRESIDENT 1.00 X X 0 0 0 NICHOLAS ZENNARIO PRESIDENT 1.00 X X 0 0 0 DR SALVATORE C APICELLA TRUSTEE 1.00 X 0 0 0 TAZIM N JAFFER TRUSTEE 1.00 X 0 0 0 JOSEPH RUDINEC TRUSTEE 1.00 X 0 0 0 TED SCHMIDT TRUSTEE 1.00 X 0 0 0 BRUCE ZOLDAN TRUSTEE 1.00 X 0 0 0 ATTY NED C GOLD JR TRUSTEE 1.00 X 0 0 0 DAVID J KOSTOLANSKY TRUSTEE 1.00 X 0 0 0 ROBERT SAVAGE TRUSTEE 1.00 X 0 0 0 FRANKLIN S BENNETT JR TRUSTEE 1.00 X 0 0 0 DR JAMES BRODELL TRUSTEE 1.00 X 0 0 0 DR DEAN ECONOMUS TRUSTEE 1.00 X 0 0 0 DR NORTON GERMAN TRUSTEE 1.00 X 0 0 0 CATHERINE POWERS TRUSTEE 1.00 X 0 0 0 DR RANDY J DUNN TRUSTEE 1.00 X 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 40.00 X 100000 0 0 100000 0 0 0 0 0 0 DAVIS INTERNATIONAL INC 1155 MEADOWBROOK AVENUE YOUNGSTOWN OH 44512 CONSTRUCTION 131901 1 47225 107387 2316627 1510686 2471239 INSTRUCTIONAL/EXHIBIT FEES 900099 68601 68601 68601 978513 978513 121155 109200 11955 11955 11955 14952835 12829216 2123619 2123619 2123619 65690 40180 25510 25510 77634 37153 40481 40481 MISCELLANEOUS REVENUE 900099 1600 1600 1600 5721518 122637 0 3127642 100000 60000 30000 10000 645843 387506 232503 25834 36661 21997 13198 1466 187655 112593 67556 7506 57044 34226 20536 2282 667 667 42625 42625 110501 110501 31148 20175 10973 59280 8892 45349 5039 44854 42611 2243 414472 393748 20724 10004 10004 382962 340836 42126 85022 76520 8502 EXHIBITS EXPENSE 91675 91675 EDUCATION EXPENSE 36806 34966 1840 PERMANENT COLLECTION EX 27907 27907 PRINTING EXPENSE 27214 25853 1361 60579 43137 16900 542 2452919 1732646 667604 52669 81139 158488 2193502 2274874 337003 239294 177020 235010 17293 17188 33575 29301 14808051 7771646 7095450 7036405 35587403 41465868 18555678 18825480 64078063 70281908 50330 85840 20905 26788 71235 112628 X 56581625 62250543 2759205 3301377 4665998 4617360 64006828 70169280 64078063 70281908 3268599 2893853 0 X X 0 1 X 1 0 X 1055847 1888073 1121001 1400938 1147254 6613113 1055847 1888073 1121001 1400938 1147254 6613113 966547 5646566 818013 708346 755748 783272 990468 4055847 101334 180402 201964 91892 67591 643183 11312143 412724 0.49920 0.48170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2009 AMOUNT: $ 12,199. 2010 AMOUNT: $ 16,072. 2011 AMOUNT: $ 14,866. 2012 AMOUNT: $ 27,018. 2013 AMOUNT: $ 1,600. SPECIAL EVENTS - 2009 AMOUNT: $ 42,015. 2010 AMOUNT: $ 57,611. 2011 AMOUNT: $ 102,369. 2012 AMOUNT: $ 31,424. 2013 AMOUNT: $ 25,510. SALE OF INVENTORY - 2009 AMOUNT: $ 47,120. 2010 AMOUNT: $ 106,719. 2011 AMOUNT: $ 84,729. 2012 AMOUNT: $ 33,450. 2013 AMOUNT: $ 40,481. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63250 18825480 X X X X 0 32414040 1323985 5722611 284282 39176354 28928923 1000000 2987433 502316 32414040 28914115 167111 152303 28928923 24635046 4750799 471730 28914115 23108063 1990727 463744 24635046 0.83660 0.11790 0.04550 0 0 55000 55000 12731811 6254182 6477629 351036 77898 273138 1670204 1439566 230638 7036405 ART COLLECTION 18825480 18825480 8801904 2893853 109200 77333 3080386 5721518 0 5721518 2639452 109200 77333 186533 2452919 0 2452919 PART III, LINE 4: SINCE 1919, THE BUTLER INSTITUTE HAS BEEN COMMITTED TO THE PROMOTION AND CULTIVATION OF AESTHETIC VALUES BY COLLECTING AND EXHIBITING WORKS OF PROMINENT AMERICAN ARTISTS. THE MUSEUM'S HOLDINGS NOW NUMBER OVER 18,000 WORKS OF ART: PAINTINGS, WORKS ON PAPER, SCULPTURE, CERAMICS, PHOTOGRAPHS, AND PIECES IN SPECIAL COLLECTIONS. THE PERMANENT COLLECTION IS EXHIBITED IN HISTORICAL SEQUENCE THROUGHOUT THE NINE FIRST FLOOR GALLERIES OF THE INSTITUTE. THE SECOND FLOOR GALLERIES SURROUNDING BEECHER COURT ARE USED FOR SPECIAL EXHIBITIONS OF THE COLLECTION, BASED ON TOPICAL OR HISTORIC THEMES. THE MUSEUM'S ARCHIVAL DOCUMENTS REPRESENT PRIMARY SOURCE MATERIAL RELATING TO THE FOUNDING, ACQUISITION, AND GROWTH OF THE INSTITUTE'S COLLECTIONS. THESE PRIMARY SOURCE MATERIALS INCLUDE HOLOGRAPH LETTERS FROM ARTISTS, COLLECTORS, GALLERY OWNERS, AND THE STAFF OF THE BUTLER INSTITUTE OF AMERICAN ART. THE PERMANENT COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, AND THE HISTORIC STRUCTURE. ALL OBJECTS IN THE PERMANENT COLLECTION ARE ACCESSED AND FOLLOW ACCEPTED PRACTICES FOR ACQUISITION. ARTISTS' FILES CONSIST OF LETTERS, PHOTOGRAPHS, EXHIBITION RECORDS, PUBLICATION HISTORY AND PROVENANCE, AND RELATE TO SPECIFIC OBJECTS IN THE COLLECTION. THE ARCHIVE CONSISTS OF EXHIBITION CATALOGS, PUBLIC RELATIONS FILES, AND PRIMARY SOURCE MATERIAL RELATED TO THE CONSTRUCTION OF THE HISTORIC STRUCTURE. THE ARCHIVES ARE ACCESSIBLE TO MUSEUM STAFF ONLY. SELECTED ITEMS HAVE BEEN DIGITIZED FOR WEB AND KIOSK USE. THE COLLECTION IS DIRECTLY RELATED TO THE EDUCATIONAL PURPOSE OF THE MUSEUM. THE COLLECTION IS DISPLAYED FOR PUBLIC VIEWING AND IS DIRECTLY USED IN THE EDUCATIONAL PROGRAMS OFFERED BY THE MUSEUM'S EDUCATION DEPARTMENT. THE MUSEUM OFFERS SIGNIFICANT ACCESS TO THE COLLECTION FOR THE PUBLIC THROUGH REGULAR OPEN HOURS, A FREE ADMISSION POLICY, DETAILED MATERIAL DESCRIBING THE COLLECTION, AND SIGNIFICANT PROMOTION OF THE MUSEUM. PART V, LINE 4: THE PURPOSES OF THE ENDOWMENT ARE TO ADVOCATE THE APPRECIATION OF ART TO THE MUSEUM'S MEMBERS AND TO THE COMMUNITY. THE OBJECTIVE OF THE UNDERLYING INVESTMENTS WITHIN THE ENDOWMENT FUNDS IS TO ALLOW FOR PRINCIPAL PRESERVATION, GROWTH OF PRINCIPAL, AND TO PROVIDE AN INCOME STREAM FOR USES OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES AMERICAN HOLIDAY 62133 62133 34316 62133 62133 34316 34316 27817 DOUGLAS LUMSDEN TRUSTEE 131901 THE COMPANY OF WHICH DOUGLAS LUMSDEN IS PRESIDENT (DAVIS INTERNATIONAL, INC.) WAS CONTRACTED TO BUILD A BRIDGE CONNECTING TWO BUTLER BUILDINGS. 0 X 107 63250 APPRAISED VALUE X 2 1447436 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE BEING SIGNED BY THE EXECUTIVE DIRECTOR, DR. LOUIS ZONA. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW BOARD MEMBERS AND STAFF AND IS DISCUSSED IN BOARD AND STAFF MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.