2012-10-29T09:12:17-05:00 2012-06-30 341667340 PACKER THOMAS 325 EAST WASHINGTON STREET NEW CASTLE PA 16101 990 2011-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA 3307431107 2012-10-18 1 JOSEPH GABRIEL P00595382 7246572880 2011 2016-02-24 21:20:13Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 17444371 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 34 34 26 192 0 0 1888073 2921001 42767 47552 1948525 1160442 198471 215092 4077836 4344087 0 0 0 0 905280 871507 0 0 45616 1422622 1228766 2327902 2100273 1749934 2243814 58254629 59735371 64659 66538 58189970 59668833 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 637208 112723 ART COLLECTIONS 730120 18450 ART EXHIBITS 142960 29102 EDUCATIONAL PROGRAMS 1510288 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 0 1 1 0 0 0 0 0 0 0 0 1 20 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OH X MARTY MENK 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 VINCE BACON 1.00 X 0 0 0 DANIEL TIDRICK 1.00 X X 0 0 0 BILL BUCHMAN 1.00 X X 0 0 0 DR CYNTHIA ANDERSON 1.00 X 0 0 0 JOHN A ANDERSON 1.00 X 0 0 0 DR DEAN BALL 1.00 X 0 0 0 DR DOMINIC A BITONTE 1.00 X 0 0 0 BILL BRESNAHAN 1.00 X 0 0 0 MARK A BROWN 1.00 X 0 0 0 THOMAS J CAVALIER 1.00 X X 0 0 0 JOE DICKEY JR 1.00 X 0 0 0 JEFF DRAIME 1.00 X 0 0 0 DR CONSTANTINE ECONOMUS 1.00 X 0 0 0 ERLE FLAD 1.00 X 0 0 0 ATTY REBECCA M GERSON 1.00 X 0 0 0 DR WILLIAM GELLER KATZ 1.00 X 0 0 0 DOUG LUMSDEN 1.00 X 0 0 0 JOAN MILSOM 1.00 X 0 0 0 RICHARD MOORE 1.00 X 0 0 0 BISHOP GEORGE V MURRY 1.00 X 0 0 0 CLARENCE R SMITH 1.00 X 0 0 0 JAN TRAVAGLINI 1.00 X 0 0 0 FLORENCE WANG 1.00 X 0 0 0 JEFFERY D WILLIAMS 1.00 X 0 0 0 BART GILMORE 1.00 X 0 0 0 ANTHONY PAYIAVLAS 1.00 X 0 0 0 JOHN TONTI 1.00 X 0 0 0 JOHN MACINTOSH 1.00 X 0 0 0 NICHOLAS ZENNARIO 1.00 X X 0 0 0 DR SALVATORE C APICELLA 1.00 X 0 0 0 TAZIM N JAFFER 1.00 X 0 0 0 JOSEPH RUDINEC 1.00 X 0 0 0 TED SCHMIDT 1.00 X 0 0 0 BRUCE ZOLDAN 1.00 X 0 0 0 DR LOUIS ZONA 40.00 X 100000 0 0 100000 0 0 0 0 0 0 0 49628 140324 2731049 1851650 2921001 INSTRUCTIONAL/EXHIBIT 900099 47552 47552 47552 755748 755748 151128 138000 13128 13128 13128 13287929 12883235 404694 404694 404694 136126 33757 102369 102369 130021 45292 84729 84729 MISCELLANEOUS REVENUE 900099 14866 14866 14866 4344087 160275 0 1262811 100000 60000 30000 10000 535490 321294 192776 21420 35839 21503 12902 1434 144432 86559 51996 5877 55746 33448 20069 2229 101687 101687 27721 8316 19405 45397 6810 34728 3859 37278 35414 1864 365755 347466 18289 11390 11390 382798 340690 42108 75060 67554 7506 FREIGHT AND SHIPPING 46600 46600 EXHIBITS EXPENSE 44756 44756 EDUCATION EXPENSE 39981 37982 1999 PRINTING EXPENSE 16586 15757 829 33757 24749 8211 797 2100273 1510288 544369 45616 73024 107488 2770429 2686789 97838 72076 375914 189271 17816 18024 23478 30724 12733950 7174169 5833127 5559781 32635212 32776279 16427791 18294939 58254629 59735371 20527 24048 44132 42490 64659 66538 X 51978795 53459845 3045177 2542990 3165998 3665998 58189970 59668833 58254629 59735371 X 2243814 -764951 X X 0 1 1 X 0 X 1896856 929366 1055847 1888073 1121001 6891143 1896856 929366 1055847 1888073 1121001 6891143 1103904 5787239 1057421 1037634 818013 708346 755748 4377162 91163 90980 101334 180402 201964 665843 11934148 445333 0.48490 0.53790 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, SECTION B, LINE 10: INCOME FROM SPECIAL EVENTS ($102,369), SALE OF INVENTORY ($84,729), AND MISCELLANEOUS INCOME ($14,866). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1851650 18294939 X X X X 0 28914115 167111 152303 28928923 24635046 4750799 471730 28914115 23108063 1990727 463744 24635046 28389102 -4382075 898964 23108063 0.84170 0.12670 0.03160 0 0 55000 55000 10703586 5670510 5033076 338714 38818 299896 1636650 1464841 171809 5559781 ART COLLECTION 18294939 18294939 4344087 2100273 2243814 -764951 -764951 1478863 3796185 -764951 138000 79049 -547902 4344087 0 4344087 2317322 138000 79049 217049 2100273 0 2100273 PART III, LINE 4: 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 XII & PART XIII, LINES 2D: MUSEUM EXPENSES ARE NETTED WITH MUSEUM REVENUE. EVENT EXPENSE IS NETTED WITH EVENT REVENUE. AMERICAN ART AUCTION 69105 69105 9151 AMERICAN HOLIDAY 55308 55308 22075 1 11713 11713 2531 136126 136126 33757 33757 102369 X 38 1851650 APPRAISED VALUE 3 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): 38 ITEMS OF ARTWORK WERE RECEIVED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -764,951. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.