BRUCE MUSEUM INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE MUSEUM INC (EIN 23-7105904)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-24
- IRS object ID
- 201301149349300025
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-24T14:01:49-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237105904 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE MUSEUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUC | NameControl |
| Phone | 2038690376 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MUSEUM DRIVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER C SUTTON | Name |
| Title | EXECUTIVE DIRECTOR AND CEO | Title |
| Phone | 2038690376 | Phone |
| Date Signed | 2013-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN STRONG | Name |
| PTIN | P00713382 | PTIN |
| Phone | 2033232400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER C SUTTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MUSEUM DRIVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5341253 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRUCEMUSEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | BRUCE MUSEUM'S EXHIBITIONS AND EDUCATIONAL PROGRAMS ADVANCE THE UNDERSTANDING OF ART AND SCIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 65 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 90026 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -21721 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2072123 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2404775 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1021151 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 980280 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 597745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 429203 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 223763 | OtherRevenuePriorYear |
| Other Revenue Current Year | 258051 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3914782 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4072309 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 45958 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2779353 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3071940 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 919853 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1604795 | OtherExpensePriorYear |
| Other Expenses Current Year | 2233349 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4430106 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5305289 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -515324 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1232980 | RevenuesLessExpensesCY |
| Total Assets BOY | 26144521 | TotalAssetsBOY |
| Total Assets EOY | 23579841 | TotalAssetsEOY |
| Total Liabilities BOY | 355043 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 210678 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25789478 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23369163 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BRUCE MUSEUM INC.'S MISSION IS TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF ART AND SCIENCE TO ENRICH THE LIVES OF ALL PEOPLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3527644 | Expense |
| Revenue | 980280 | Revenue |
| Description | SEE SCHEDULE OTHE MUSEUM WAS BUILT ORIGINALLY AS A PRIVATE HOME IN 1853 AND WAS BEQUEATHED TO THE TOWN OF GREENWICH, CT IN 1908 BY TEXTILE MERCHANT ROBERT MOFFAT BRUCE, WHO STIPULATED ITS USE AS A MUSEUM. THE FIRST EXHIBITION AT THE BRUCE MUSEUM TOOK PLACE IN 1912 AND FEATURED WORKS BY LOCAL ARTISTS KNOWN AS THE GREENWICH SOCIETY OF ARTISTS, SEVERAL OF WHOM WERE MEMBERS OF THE COS COB ART COLONY. THE COS COB SCHOOL OF AMERICAN PAINTING IS NOW WELL ESTABLISHED AS AN IMPORTANT PART OF THE HISTORY OF AMERICAN ART AND IT FORMS THE NUCLEUS OF THE MUSEUM'S HOLDINGS OF PAINTINGS, WATERCOLORS, DRAWINGS, AND NOTEBOOKS BY ARTISTS SUCH AS LEONARD AND MINA OCHTMAN, GEORGE WHARTON EDWARDS, AND HOBART JACOBS. PARALLELING AN INTEREST IN CONNECTICUT PAINTERS AND THEIR WORKS, EARLY DIRECTORS OF THE BRUCE MUSEUM PURSUED THE DEVELOPMENT OF THE NATURAL SCIENCES, BUILDING PARTICULAR STRENGTHS IN THE MINERAL AND AVIAN COLLECTIONS. THE BRUCE MUSEUM WAS EXPANDED IN 1993 AND INCLUDES NEARLY 8,000 SQUARE FEET OF EXHIBITION SPACE, COMPRISED OF ONE MAIN GALLERY, THREE SMALLER GALLERIES, AND A LECTURE HALL. THE MUSEUM ATTRACTS APPROXIMATELY 80,000 VISITORS ANNUALLY AND OPERATES UNDER ACCREDITATION BY THE AMERICAN ASSOCIATION OF MUSEUMS.THE BRUCE MUSEUM MOUNTS 12-14 CHANGING EXHIBITIONS EACH YEAR AND FEATURES A PERMANENT EXHIBITION, "CHANGES IN OUR LAND," THAT PRESENTS THE NATURAL AND CULTURAL HISTORY OF THE LONG ISLAND SOUND, INCLUDING AN OBJECT-BASED EXPLORATION OF NATIVE AMERICAN LIFE BEFORE AND AFTER EUROPEAN COLONIZATION. THE MUSEUM'S EXTENSIVE EDUCATIONAL PROGRAMS ARE EXHIBITION-BASED AND PROMOTE VISUAL LITERACY, CRITICAL THINKING, AND WRITTEN AND ORAL EXPRESSION. PROGRAMS FEATURE LINKS TO CURRICULUM FRAMEWORKS IN NEW YORK AND CONNECTICUT, AND FREE TEACHER PREVIEWS INTRODUCE AREA TEACHERS TO EACH MAJOR EXHIBITION. THE MUSEUM'S PRE-K - 12 EDUCATION PROGRAMS REACH OVER 13,000 STUDENTS EACH YEAR, INCLUDING 6,000-7,000 WHO VISIT THE MUSEUM WITH THEIR CLASSES AND A ROUGHLY EQUAL NUMBER WHO ARE VISITED BY THE BRUCEMOBILE, WHICH BRINGS OBJECT-BASED LESSONS TO CLASSROOMS. STUDENTS SERVED ATTEND ALL GREENWICH PUBLIC AND INDEPENDENT SCHOOLS, AS WELL AS SCHOOLS WITHIN A 30-MILE RADIUS (APPROXIMATELY 75% OF STUDENTS SERVED LIVE OUTSIDE OF GREENWICH). THE AWARD-WINNING NEIGHBORHOOD COLLABORATIVE BRINGS APPROXIMATELY 700 STUDENTS EACH YEAR FROM 25 HEAD START, EXTENDED-DAY, AND NEIGHBORHOOD CENTER PROGRAMS FOR A SERIES OF TOURS AND INQUIRY-BASED CLASSES, FREE OF CHARGE. THE MUSEUM ALSO OFFERS FULL- OR PARTIALLY-SUBSIDIZED PROGRAMS TO AREA SCHOOLS THAT INDICATE FINANCIAL NEED.PUBLIC PROGRAMS FOR ADULTS INCLUDE LECTURES, FILM SERIES, DOCENT-LED TOURS, VISITS TO SENIOR CENTERS BY THE BRUCEMOBILE, AND A LIFETIME OF LOOKING, A MULTI-SENSORY PROGRAM FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA THAT UTILIZES OBJECTS, ARTISTS' MATERIALS AND REPRODUCTION IMAGES TO EVOKE PARTICIPANTS' VERBAL RESPONSES BASED ON THEIR LIFETIMES OF MEMORIES AND PERSONAL STORIES. OTHER PUBLIC PROGRAMS INCLUDE NINE FAMILY DAYS HELD THROUGHOUT THE YEAR, FEATURING ACTIVITIES, PERFORMANCES, AND SPECIAL PROGRAMS FOR FAMILIES, INCLUDING AN ANNUAL CELEBRATION OF THE LIFE OF MARTIN LUTHER KING, JR. THE MUSEUM ALSO SPONSORS INTERNSHIP PROGRAMS FOR HIGH SCHOOL STUDENTS AND RECENT COLLEGE GRADUATES WHO WORK IN VARIOUS MUSEUM DEPARTMENTS.HIGHLIGHTS OF THE BRUCE MUSEUM'S EXHIBITIONS DURING FY 2012 INCLUDED DRAWINGS BY REMBRANDT, HIS STUDENTS AND CIRCLE FROM THE MAIDA AND GEORGE ABRAMS COLLECTION (9/24/2011-1/6/2012), WHICH FEATURED TEN WORKS BY REMBRANDT AS WELL AS NEARLY 50 DRAWINGS BY HIS STUDENTS AND FOLLOWERS, INCLUDING SHEETS NEVER BEFORE EXHIBITED OR PUBLISHED, AND TWO REMBRANDT PAINTINGS THAT WERE GENEROUSLY LOANED TO THE BRUCE FOR A SHORT PERIOD DURING THE RUN OF THE SHOW. WALTER WICK: GAMES, GIZMOS AND TOYS IN THE ATTIC (1/28/12-4/22/12) PRESENTED THE PLAYFUL AND ENCHANTING WORLD OF THE AWARD-WINNING AUTHOR AND PHOTOGRAPHER WALTER WICK, CREATOR OF THE CAN YOU SEE WHAT I SEE? BOOKS AND CO-CREATOR OF THE I SPY SERIES FOR CHILDREN. THE BRUCE PRESENTED THE PRINTS OF MARTIN LEWIS: FROM THE COLLECTION OF DORRANCE KELLY (10/1/11-2/19/12). RECOGNIZED AS ONE OF THE PREMIER AMERICAN PRINTMAKERS OF THE FIRST HALF OF THE 20TH CENTURY , LEWIS (1881-1962) WAS AN ACKNOWLEDGED MASTER OF THE INTAGLIO TECHNIQUES OF PRINTMAKING, INCLUDING ETCHING, AQUATINT, ENGRAVING, MEZZOTINT, AND DRY POINT. DIVIDED LIGHT AND COLOR: AMERICAN IMPRESSIONIST LANDSCAPES (10/29/11-1/29/12) EXAMINED THE DEPICTIONS OF LIGHT AND COLOR, IMAGERY AND OTHER KEY CHARACTERISTICS OF AMERICAN IMPRESSIONIST LANDSCAPE PAINTING AND EXPLORED THE ARTISTIC SIGNIFICANCE OF THE TOWN'S LIVELY ARTISTS COLONY. THE SHOW BROUGHT TOGETHER TWO DOZEN OF THE FINEST EXAMPLES OF THIS ART IN A SHOW WITH | Description |
| Total Program Service Expense | 3527644 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 65 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY HOLLOP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2034137525 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE BRUCE MUSEUM ONE MUSEUM DRIVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PATRICIA W CHADWICK | ||||||
| CO-CHAIRMAN | 7.50 | X | X | 0 | 0 | 0 |
| LEORA R LEVY | ||||||
| CO-CHAIRMAN | 7.50 | X | X | 0 | 0 | 0 |
| MYRNA R HAFT | ||||||
| VICE CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| LINDA ZWACK MUNGER | ||||||
| VICE CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| WALTER F RAQUET | ||||||
| VICE CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| LINDA CHASE-JENKINS | ||||||
| TREASUER | 5.00 | X | X | 0 | 0 | 0 |
| MARTHA R ZOUBEC | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| SUSAN E LYNCH | ||||||
| HONORARY CO-CHAIRMAN | 5.00 | X | 0 | 0 | 0 | |
| CHARLES M ROYCE | ||||||
| HONORARY CO-CHAIRMAN | 5.00 | X | 0 | 0 | 0 | |
| TIFFANY A BURNETTE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J BYRNE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS P CLEPHANE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRUCE F COHEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE E CRAPPLE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA DALIO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRED ELSER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER P FRANCO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GRUNBERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RAYMOND E JOSLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL A KOVNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT H LAWRENCE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAMELA H LEWANDA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUSAN V MAHONEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| INGRID MCMENAMIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALICE P MELLY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES E MURPHY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SARA L NELSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW PROZES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LEAH S RUKEYSER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRENDA TAGGART THOMPSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHEL C WITMER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN W WATLING III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PETER J TESEI | ||||||
| VOTINGEX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN G WALKO | ||||||
| VOTINGEX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| DARBY CARTUN | ||||||
| NON-VOTINGEX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| SACHIKO GOODMAN | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| AUNDREA AMINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARGARET ANKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NATHANIAL B DAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM DEUTSCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH GOOD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES LOCKHART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH SIMON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SU ANNE WEINBERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER WEINSTEIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL S MASON | ||||||
| VOTINGEX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| ALEXANDRA COHEN | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| STEVEN COHEN | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| KATHY FULD | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| RICHARD S FULD JR | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| PAM GOERGEN | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| BOB GOERGEN | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| JOHN L LOEB | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| MALCOLM HEWITT WIENER | ||||||
| NON-VOTING EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| PETER SUTTON | ||||||
| EXECUTIVE DIRECTOR/CEO | 35.00 | X | 251046 | 0 | 35399 | |
| GREGORY HOLLOP | ||||||
| DIRECTOR OF FINANCE/CFO | 35.00 | X | 123578 | 0 | 25655 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 374624 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 61054 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 553459 | MembershipDues |
| Fundraising Events | 408014 | FundraisingEvents |
| Government Grants | 111783 | GovernmentGrants |
| All Other Contributions | 1331519 | AllOtherContributions |
| Noncash Contributions | 103799 | NoncashContributions |
| Total Contributions | 2404775 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GREENWICH, CT SUPPORT | 712110 | 769000 | 769000 |
| ADMISSIONS | 712110 | 176020 | 176020 |
| WORKSHOP/PROGRAM FEES | 712110 | 35260 | 35260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 980280 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479555 | TotalRevenueColumn |
| Unrelated Business Revenue | 138 | UnrelatedBusinessRevenue |
| Exclusion | $479,417 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139 | TotalRevenueColumn |
| Unrelated Business Revenue | 139 | UnrelatedBusinessRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 86345 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 86345 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86345 | TotalRevenueColumn |
| Unrelated Business Revenue | -24 | UnrelatedBusinessRevenue |
| Exclusion | $86,369 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 645253 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 695605 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -50352 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -50352 | TotalRevenueColumn |
| Unrelated Business Revenue | 7175 | UnrelatedBusinessRevenue |
| Exclusion | -$57,527 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 465833 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 408014 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 395123 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70710 | TotalRevenueColumn |
| Exclusion | $70,710 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 287054 | GrossSalesOfInventory |
| Cost Of Goods Sold | 178216 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108838 | TotalRevenueColumn |
| Unrelated Business Revenue | 90789 | UnrelatedBusinessRevenue |
| Exclusion | $18,049 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 210 | 210 | |
| UBI FROM PASS-THROUGHS | 900099 | -8191 | -8191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -7981 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4072309 | TotalRevenueColumn |
| Related Or Exempt Function Income | 980490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 90026 | UnrelatedBusinessRevenue |
| Exclusion | $597,018 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468285 | Total |
| Program Services | 310303 | ProgramServices |
| Management And General | 64684 | ManagementAndGeneral |
| Fundraising | 93298 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991261 | Total |
| Program Services | 1485707 | ProgramServices |
| Management And General | 52343 | ManagementAndGeneral |
| Fundraising | 453211 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94097 | Total |
| Program Services | 69632 | ProgramServices |
| Management And General | 2823 | ManagementAndGeneral |
| Fundraising | 21642 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329823 | Total |
| Program Services | 244069 | ProgramServices |
| Management And General | 9895 | ManagementAndGeneral |
| Fundraising | 75859 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188474 | Total |
| Program Services | 139471 | ProgramServices |
| Management And General | 5654 | ManagementAndGeneral |
| Fundraising | 43349 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30153 | Total |
| Management And General | 30153 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44965 | Total |
| Program Services | 33274 | ProgramServices |
| Management And General | 2248 | ManagementAndGeneral |
| Fundraising | 9443 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92642 | Total |
| Program Services | 13008 | ProgramServices |
| Management And General | 79634 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192868 | Total |
| Program Services | 192868 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362968 | Total |
| Program Services | 331519 | ProgramServices |
| Management And General | 16602 | ManagementAndGeneral |
| Fundraising | 14847 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99185 | Total |
| Program Services | 78494 | ProgramServices |
| Management And General | 5177 | ManagementAndGeneral |
| Fundraising | 15514 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93902 | Total |
| Program Services | 69488 | ProgramServices |
| Management And General | 4695 | ManagementAndGeneral |
| Fundraising | 19719 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62814 | Total |
| Program Services | 46318 | ProgramServices |
| Management And General | 13715 | ManagementAndGeneral |
| Fundraising | 2781 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27859 | Total |
| Program Services | 10659 | ProgramServices |
| Management And General | 5474 | ManagementAndGeneral |
| Fundraising | 11726 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258000 | Total |
| Program Services | 190920 | ProgramServices |
| Management And General | 12900 | ManagementAndGeneral |
| Fundraising | 54180 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33405 | Total |
| Program Services | 24720 | ProgramServices |
| Management And General | 1670 | ManagementAndGeneral |
| Fundraising | 7015 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| ALLOWANCE FOR DOUBTFUL | 492557 | 492557 | ||
| OTHER EXPENSES | 141412 | 18974 | 86055 | 36383 |
| HOSPITALITY | 132146 | 36322 | 43657 | 52167 |
| EXHIBITIONS/COLLECTIONS | 65087 | 65087 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103386 | Total |
| Program Services | 92395 | ProgramServices |
| Management And General | 2272 | ManagementAndGeneral |
| Fundraising | 8719 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5305289 | Total |
| Program Services | 3527644 | ProgramServices |
| Management And General | 857792 | ManagementAndGeneral |
| Fundraising | 919853 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35218 | BOY |
| EOY | 44296 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1930373 | BOY |
| EOY | 1308294 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2068700 | BOY |
| EOY | 1263909 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117845 | BOY |
| EOY | 126304 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127766 | BOY |
| EOY | 150383 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7515237 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5076221 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2656876 | BOY |
| EOY | 2439016 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16496128 | BOY |
| EOY | 16490741 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2711615 | BOY |
| EOY | 1742955 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 13943 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26144521 | BOY |
| EOY | 23579841 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163293 | BOY |
| EOY | 186850 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41750 | BOY |
| EOY | 23828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355043 | BOY |
| EOY | 210678 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5768347 | BOY |
| EOY | 3853128 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314201 | BOY |
| EOY | 1914513 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17706930 | BOY |
| EOY | 17601522 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25789478 | BOY |
| EOY | 23369163 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26144521 | BOY |
| EOY | 23579841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1232980 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1187335 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6344072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3618077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2025951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2072123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2404145 | CurrentTaxYear |
| Total | 16464368 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6344072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3618077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2025951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2072123 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2404145 | CurrentTaxYear |
| Total | 16464368 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 965543 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15498825 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1114844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 536123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 334853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 599286 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565786 | CurrentTaxYear |
| Total | 3150892 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -21526 | CurrentTaxYear |
| Total | -21526 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1385347 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1390086 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1258647 | CurrentTaxYearMinus1Year |
| Current Tax Year | 985598 | CurrentTaxYear |
| Total | 5063877 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24657611 | TotalSupport |
| Gross Receipts From Admissions Etc | 6198645 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME ALLOCATED PORTION OF MEMBERSHIP DUES ADMISSIONS WORKSHOP/PROGRAM FEES GIFT SHOP GREENWICH, CT SUPPORT | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19198390 | BeginningOfYearBalance |
| Contributions | 540000 | Contributions |
| Investment Earnings Or Losses | -791095 | InvestmentEarningsOrLosses |
| Other Expenditures | 902284 | OtherExpenditures |
| End Of Year Balance | 18045011 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15694521 | BeginningOfYearBalance |
| Contributions | 711909 | Contributions |
| Investment Earnings Or Losses | 3634925 | InvestmentEarningsOrLosses |
| Other Expenditures | 842965 | OtherExpenditures |
| End Of Year Balance | 19198390 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14153549 | BeginningOfYearBalance |
| Contributions | 1183725 | Contributions |
| Investment Earnings Or Losses | 1075342 | InvestmentEarningsOrLosses |
| Other Expenditures | 718095 | OtherExpenditures |
| End Of Year Balance | 15694521 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17005046 | BeginningOfYearBalance |
| Contributions | 922279 | Contributions |
| Investment Earnings Or Losses | -2804063 | InvestmentEarningsOrLosses |
| Other Expenditures | 969713 | OtherExpenditures |
| End Of Year Balance | 14153549 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90650 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.09350 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7086595 | OtherCostOrOtherBasis |
| Depreciation | 4774768 | Depreciation |
| Book Value | 2311827 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 369256 | OtherCostOrOtherBasis |
| Depreciation | 271760 | Depreciation |
| Book Value | 97496 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59386 | OtherCostOrOtherBasis |
| Depreciation | 29693 | Depreciation |
| Book Value | 29693 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2439016 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN LIMITED PARTNERSHIPS | Description |
| Book Value | 1742955 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1742955 | TotalOfBookValueSecurities |
| Total Revenue | 4072309 | TotalRevenue |
| Total Expenses | 5305289 | TotalExpenses |
| Excess Or Deficit For Year | -1232980 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1188294 | NetUnrealizedGLOnInvestments |
| Other | $959 | OtherAmount |
| Total Adjustments | -1187335 | TotalAdjustments |
| Excess Or Deficit Per FS | -2420315 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3017035 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1188294 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 51475 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -492557 | OtherRevenues |
| Revenue Not Rptd F990 | -1629376 | RevenueNotRptdF990 |
| Revenue Subtotal | 4646411 | RevenueSubtotal |
| Other Revenues Not Included | -574102 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -574102 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4072309 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5437350 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 51475 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 573339 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 624814 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4812536 | ExpensesSubtotal |
| Other Expenses Not Included | 492753 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 492753 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5305289 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | BMI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT BMI HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. BMI IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JULY 1, 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME FROM PASS-THROUGH ENTITIES 959. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -492,557. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS EXPENSES FROM PASS-THROUGH ENTITIES -763. COST OF GOODS SOLD -178,216. SPECIAL EVENTS DIRECT EXPENSES -395,123. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES 395,123. COST OF GOODS SOLD 178,216. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS EXPENSES FROM PASS-THROUGH ENTITIES 196. LOSS ON ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 492,557. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RENAISSANCE BALL | NameOfEvent1 |
| Gross Receipts Event1 | 602248 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 292938 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 309310 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 15000 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 82060 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 77197 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 22500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 33146 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ICON AWARDS | NameOfEvent2 |
| Gross Receipts Event2 | 108828 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46568 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 62260 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 1058 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 16630 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 25102 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 15325 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 162771 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 68508 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 94263 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 2718 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 19289 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 39430 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 42168 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 873847 | GrossReceiptsTotal |
| Charitable Contributions Total | 408014 | CharitableContributionsTotal |
| Gross Revenue Total Events | 465833 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 18776 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 117979 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 141729 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 26000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 90639 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 395123 | DirectExpenseSummaryEvents |
| Net Income Summary | 70710 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER SUTTON | NamePerson |
| Base Compensation Filing Org | 239086 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 11960 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12945 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 22454 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 286445 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 103799 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | BRUCE MUSEUM, INC. CAN HAVE THE FOLLOWING CLASSES OF MEMBERSHIP AS THE BOARD HAS AUTHORIZED IN THE BY LAWS: A)INDIVIDUAL MEMBERSHIP B)CORPORATE MEMBERSHIP (WHICH MAY INCLUDE A PARTNERSHIP, TRUST OR OTHER LEGAL ENTITY) C)FAMILY MEMBERSHIP D)PATRON MEMBERSHIP E)BENEFACTOR MEMBERSHIP F)ROBERT BRUCE CIRCLE MEMBERSHIP EACH MEMBERSHIP IN GOOD STANDING IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE PERSONS WHO COMPRISE A FAMILY MEMBERSHIP - TOGETHER IS ENTITLED TO ONE VOTE ON EACH MATTER. A MEMBERSHIP MAY VOTE IN PERSON (THROUGH A DULY AUTHORIZED REPRESENTATIVE IN THE CASE OF A CORPORATE MEMBERSHIP) OR BY VALID PROXY. MEMBERS ARE NOT ENTITLED RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. THE BOARD MAY, FROM TIME TO TIME, MODIFY OR ELIMINATE CLASSES OF MEMBERSHIP, MAY ESTABLISH OTHER CLASSES OF MEMBERSHIP, AND QUALIFICATIONS AND PRIVILEGES APPLICABLE TO EACH MEMBERSHIP CLASS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE BRUCE MUSEUM, INC. ELECT THE TRUSTEES, OTHER THAN THE EX-OFFICIO TRUSTEES, AT THE ANNUAL MEETING OF THE MEMBERS, BY A MAJORITY VOTE OF THE MEMBERS ENTITLED TO VOTE WHO ARE PRESENT IN PERSON OR BY WRITTEN PROXY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IT HAS BEEN THE DUTY OF THE BOARD TO MONITOR ANY CONFLICTS OF INTEREST THAT MAY ARISE. THE STAFF NOTIFIES THE BOARD IF THERE ARE ANY CONCERNS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. COMPENSATION IS BASED ON THE EMPLOYEE'S PERFORMANCE AND COMPARABILITY DATA TO THE INDUSTRY STANDARDS. THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE BOARD APPROVES COMPENSATION OF OTHER EMPLOYEES INDIRECTLY THROUGH APPROVAL OF EACH FISCAL YEAR'S BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,188,294. UNRELATED BUSINESS INCOME FROM PASS-THROUGH ENTITIES 959. TOTAL TO FORM 990, PART XI, LINE 5: -1,187,335. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990. PART XI, LINE 2C | THE INDEPENDENT AUDITOR IS SELECTED AFTER A REVIEW AND BIDDING PROCESS CONDUCTED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENT AND MEETS WITH THE INDEPENDENT AUDITORS BEFORE THE AUDIT REPORT AND FINANCIAL STATEMENTS ARE ISSUED. AUDIT FINDINGS, IF ANY, ARE COMMUNICATED TO THE AUDIT COMMITTEE BY THE INDEPENDENT AUDITORS. AUDIT COMMITTEE CONSIDERS THE FINDINGS. AUDIT COMMITTEE RECOMMENDS CORRECTIVE ACTION, IF IN THEIR JUDGEMENT IT IS NEEDED. THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. | AUDIT COMMITTEE OVERSIGHT OF AUDIT: |
| FORM 990, PART IV, LINE 8 | THE TOWN OF GREENWICH, CONNECTICUT OWNS THE ENTIRE MUSEUM COLLECTION. THE ORGANIZATION OPERATES THE FACILITY AND ORGANIZES THE EXHIBITS PER AN AGREEMENT WITH THE TOWN OF GREENWICH. THE ORGANIZATION PROVIDES SECURITY FOR THE COLLECTION. IT ALSO PERFORMS RESTORATION AND PERSERVATION OF COLLECTION AS NEEDED TO MAINTAIN THE COLLECTION FOR EXHIBITION. | MUSEUM COLLECTION: |
Comments