WARNER FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WARNER FOUNDATION INC (EIN 26-3311211)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223209349100502
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T18:32:03-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSUP INGRAM BURNS & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 MARINA DR STE 100 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263311211 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WARN | NameControl |
| Phone | 2057999951 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2705 BATTLEMENT DRIVE NE | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN G AUSTIN | Name |
| Title | DIRECTOR | Title |
| Phone | 2057999951 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY D PHILLIPS II | Name |
| Phone | 2053491322 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6833497 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400865 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 129439 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 129439 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 28996 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28996 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 89247 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5729193 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 89247 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 49912 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 49912 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 698459 | TotalRevenueAndExpenses |
| Total Net Investment Income | 247682 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 49912 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 49770 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Adj Net Incm | 6485 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 43285 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 13350 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Adj Net Incm | 1739 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 11611 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 19529 | LegalFeesRevAndExpnss |
| Legal Fees Adj Net Incm | 2544 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 16985 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13785 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 1796 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 11989 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 101454 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 27904 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 9583 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 63987 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10018 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 1306 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 8712 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 17278 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 48646 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 6338 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 42308 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 42254 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Adj Net Incm | 5505 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 36749 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 112178 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 14616 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 97562 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 428262 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27904 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 49912 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 333188 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 661000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 661000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1089262 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27904 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 49912 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 994188 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -390803 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 219778 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 30641 | CashBOY |
| Cash EOY | 62148 | CashEOY |
| Cash EOYFMV | 62148 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1228433 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3195284 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3195284 | SavingsAndTempCashInvstEOYFMV |
| Inventories For Sale Or Use EOY | 64061 | InventoriesForSaleOrUseEOY |
| Investments Corp Stock BOY | 5879219 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3427845 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3576065 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 17278 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 17278 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 7138293 | TotalAssetsBOY |
| Total Assets EOY | 6749338 | TotalAssetsEOY |
| Total Assets EOYFMV | 6833497 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 1848 | AccountsPayableEOY |
| Total Liabilities EOY | 1848 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7138293 | UnrestrictedBOY |
| Unrestricted EOY | 6747490 | UnrestrictedEOY |
| Total Net Assets BOY | 7138293 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6747490 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7138293 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6749338 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7138293 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -390803 | ExcessOfRevenueOverExpenses |
| Subtotal | 6747490 | Subtotal |
| Total Net Assets Fund Balances EOY | 6747490 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| DETAIL AVAILABLE UPON REQUEST | P | 2010-01-01 | 2010-12-31 | 3596306 | 3391189 | 205117 | 205117 |
| DETAIL AVAILABLE UPON REQUEST | P | 2011-01-01 | 2011-12-31 | 2132887 | 2248757 | -115870 | -115870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 89247 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7137515 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000140 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6995562 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.004288 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.004428 | TotalDistributionRatio |
| Average Distribution Ratio | 0.002214 | AverageDistributionRatio |
| Net Noncharitable Assets | 7114577 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15752 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2198 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17950 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 994188 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2198 | InvestmentIncomeExciseTax |
| Subtotal | 2198 | Subtotal |
| Tax Based On Investment Income | 2198 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8447 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8447 | TotalCreditsAndPayments |
| Overpayment | 6249 | Overpayment |
| Amount Credited To Next Year | 6249 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WARNERFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | JERRY D PHILLIPS II | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2053491322 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 MARINA DRIVE SUITE 100 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JONATHAN W WARNER | ||||||||
| 2705 BATTLEMENT DRIVE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| SUSAN G AUSTIN | ||||||||
| 2705 BATTLEMENT DRIVE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JANET DILL | ||||||||
| 9155 ENTERPRISE AVENEUE NORTHEAST | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| VAUGHAN MORRISSETTE | ||||||||
| 3 TAYLOR PLACE | MOBILE | AL | 36608 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JERRY PHILLIPS | ||||||||
| 204 MARINA DRIVE STE 100 | TUSCALOOSA | AL | 35406 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| ANDREAE LEMAISTRE | ||||||||
| PO BOX 90449 | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| CHARLES LEMAISTRE | ||||||||
| PO BOX 90449 | SAN ANTONIO | TX | 78209 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4964668 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2258253 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7222921 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7222921 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 108344 | CashDeemedCharitable |
| Net Noncharitable Assets | 7114577 | NetNoncharitableAssets |
| Minimum Investment Return | 355729 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 355729 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2198 | TaxBasedOnInvestmentIncome |
| Total Tax | 2198 | TotalTax |
| Distributable Amount Before Adj | 353531 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 353531 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 353531 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 994188 | ExpensesAndContributions |
| Qualifying Distributions | 994188 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2198 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 991990 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 353531 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 353978 | UndistributedIncomePriorYear |
| Qualifying Distributions | 994188 | QualifyingDistributions |
| Applied To Year1 | 353978 | AppliedToYear1 |
| Applied To Current Year | 353531 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 286679 | RemainingDistriFromCorpus |
| Total Corpus | 286679 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 286679 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 286679 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | ART HISTORY PRESERVATION | $10,000 |
| COMMONWEALTH BOOKS | |||||
| 1800 EDGEHILL CENTER | ALEXANDRIA | VA | 22307 | ART HISTORY PRESERVATION | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | ART HISTORY PRESERVATION | $650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 661000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN MUSEUM OF ART | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | ART HISTORY PRESERVATION | PurposeOfGrantOrContribution |
| Amount | $5,350,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 5350000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUSEUM FEES | Description |
| Related Or Exempt Function Income | 48042 | RelatedOrExemptFunctionIncome |
Membership Dues And Assessments MembershipDuesAndAssessments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1870 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 129439 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 28996 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 89247 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 297594 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 297594 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JACK WARNER FOUNDATION INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 MARINA DRIVE STE 100 | AddressLine1 |
| City | TUSCALOOSA | City |
| State | AL | State |
| ZIP Code | 35406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 399061 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | AMERICAN ODYSSEY BOOKS | NoncashPropertyDescription |
| Fair Market Value | 64061 | FairMarketValue |
| Date Received | 2012-02-15 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $13,785 | Amount |
| Adjusted Net Income | 1796 | AdjustedNetIncome |
| Disbursements Charitable Prps | 11989 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (7 entries)
| JONATHAN W WARNER |
| SUSAN G AUSTIN |
| JANET DILL |
| VAUGHAN MORRISSETTE |
| JERRY PHILLIPS |
| ANDREAE LEMAISTRE |
| CHARLES LEMAISTRE |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|
| ART CRATES | 2011-05-01 | 15057 | 200DB | 7.0000 | 15057 |
| ALARM SYSTEM | 2011-03-29 | 2221 | S/L | 15.0000 | 2221 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 3427845 | EOYBookValue |
| EOYFMV | 3576065 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $19,529 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | 3493 | 455 | 3038 |
| ART COLLECTION EXPENSE | 78770 | 10263 | 68507 |
| COMPUTER EXPENSE | 4506 | 587 | 3919 |
| ADVERTISING | 16308 | 2125 | 14183 |
| REPAIRS | 2662 | 347 | 2315 |
| MISCELLANEOUS EXPENSE | 6439 | 839 | 5600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| MUSEUM FEES | 48042 | 48042 |
| MEMBERSHIP DUES | 1870 | 1870 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|
| CONSULTING FEES | $73,550 | 9583 | 63987 | |
| INVESTMENT MANAGEMENT FEES | $27,904 | 27904 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | Category |
| Amount | $10,018 | Amount |
| Adjusted Net Income | 1306 | AdjustedNetIncome |
| Disbursements Charitable Prps | 8712 | DisbursementsCharitablePrps |
Comments