NELSON GALLERY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NELSON GALLERY FOUNDATION (EIN 44-6012977)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-03-15
- IRS object ID
- 202200749349300810
- Schema version
- 2020v4.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-15T07:50:35-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446012977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELSON GALLERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMMY J BLUHM | InCareOfNm |
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 8167511378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GREEN | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 8167511378 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIAN ZUGAZAGOITIA CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,679,607 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NELSON-ATKINS.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | ENCOURAGEMENT OF PUBLIC INTEREST IN ART. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 462 | TotalEmployeeCnt |
| Total Volunteers | 532 | TotalVolunteersCnt |
| Total Gross UBI | $84,217 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,035 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,163,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,410,982 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,863,583 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $447,051 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,919,977 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,894,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,595,992 | PYOtherRevenueAmt |
| CY Other Revenue | $94,464 | CYOtherRevenueAmt |
| PY Total Revenue | $35,543,070 | PYTotalRevenueAmt |
| CY Total Revenue | $18,057,755 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $130,893 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,767,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,541,391 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,998,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,715,804 | PYOtherExpensesAmt |
| CY Other Expenses | $18,199,879 | CYOtherExpensesAmt |
| PY Total Expenses | $46,614,611 | PYTotalExpensesAmt |
| CY Total Expenses | $35,741,270 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,071,541 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,683,515 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $572,182,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $635,177,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,286,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $142,427,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $417,896,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $492,749,771 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,495,981 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $590,140 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $24,495,981 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 462 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY J BLUHM | PersonNm |
| Phone | 8167510417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JULIAN ZUGAZAGOITIA | ||||||||
| DIRECTOR/CEO | 35.0 | 1.0 | Yes (X) | $651,101 | $0 | $43,567 | ||
| KAREN CHRISTIANSEN | ||||||||
| CHIEF OPERATING OFFICER | 35.0 | 1.0 | Yes (X) | $350,256 | $0 | $25,101 | ||
| HATHAWAY MARANDA | ||||||||
| VICE PRESIDENT, DEVELOPMENT | 35.0 | 0.0 | $219,756 | $0 | $21,757 | Yes (X) | ||
| STEVEN WATERMAN | ||||||||
| DEPUTY DIRECTOR, DESIGN & EXP | 35.0 | 0.0 | $202,000 | $0 | $9,117 | Yes (X) | ||
| AMANDA STONE | ||||||||
| VICE PRESIDENT, EARNED INCOME | 35.0 | 0.0 | $180,936 | $0 | $19,852 | Yes (X) | ||
| TAMMY BLUHM | ||||||||
| VICE PRESIDENT, FINANCE | 35.0 | 0.0 | $169,690 | $0 | $28,815 | Yes (X) | ||
| ANNE MANNING | ||||||||
| DEPUTY DIRECTOR, LEARNING | 35.0 | 0.0 | $172,413 | $0 | $18,834 | Yes (X) | ||
| RICHARD C GREEN JR | ||||||||
| BOARD CHAIR | 3.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAMON MURGUIA | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| SHIRLEY BUSH HELZBERG | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| MARK O'CONNELL | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| GRANT BURCHAM | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| KENT SUNDERLAND | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS M BLOCH | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| BILL LYONS | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| EVELYN CRAFT BELGER | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| DR VALERIE CHOW | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| DON HALL JR | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| NEIL D KARBANK | ||||||||
| SECRETARY | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| SARA MORGAN | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| GREG MADAY | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| BILL GAUTREAUX | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM B TAYLOR | ||||||||
| TREASURER | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| PAUL DEBRUCE | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| ALEJANDRO SANCHEZ | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| ANN KAUFFMAN BAUM | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| LEO MORTON | ||||||||
| TRUSTEE | 1.0 | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,946,152 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION COMPANY | |||||
| 1001 LOCUST ST | KANSAS CITY | MO | 64106 | CONSTRUCTION | $3,147,296 |
| DELTA CONSTRUCTION LLC | |||||
| 1936 LINN ST | KANSAS CITY | ME | 64116 | CONSTRUCTION | $958,332 |
| AMERICAN FOOD VENDING | |||||
| 124 METROPOLITAN PARK DR | SYRACUSE | NY | 13088 | FOOD SERVICE | $795,859 |
| THE ANDREW W MELLOW FOUNDATION | |||||
| 140 EAST 62ND STREET | NEW YORK | NY | 10065 | ART ACQUISITION | $750,000 |
| ALL-AMERICAN SCAFFOLD | |||||
| PO BOX 851349 | MINNEAPOLIS | MN | 554851349 | CONSTRUCTION | $437,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,505,462 | MembershipDuesAmt |
| Fundraising | $210,989 | FundraisingAmt |
| Related Organizations | $1,795,320 | RelatedOrganizationsAmt |
| Government Grants | $1,798,590 | GovernmentGrantsAmt |
| All Other Contributions | $12,100,621 | AllOtherContributionsAmt |
| Noncash Contributions | $23,366 | NoncashContributionsAmt |
| Total Contributions | $19,410,982 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Exhibition Fees | 900099 | $200,181 | $200,181 |
| Program Fees | 900099 | $19,486 | $19,486 |
| Parking Fees | 900099 | $227,384 | $227,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $447,051 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,138,367 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,741 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,090,626 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,632 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $108,558 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$55,058 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,058 | TotalRevenueColumnAmt |
| Exclusion | -$55,058 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,033,109 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,033,109 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,033,109 | TotalRevenueColumnAmt |
| Exclusion | -$3,033,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $210,989 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,043 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,043 | TotalRevenueColumnAmt |
| Exclusion | -$30,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $571,132 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $450,142 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,715 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Special Events | 900099 | $44,293 | $7,817 | $36,476 |
| Miscellaneous | 900099 | $3,925 | $3,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,218 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,057,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $590,140 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $84,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,027,584 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,472 | TotalAmt |
| Program Services | $922,283 | ProgramServicesAmt |
| Management And General | $311,295 | ManagementAndGeneralAmt |
| Fundraising | $149,894 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,510,420 | TotalAmt |
| Program Services | $9,008,584 | ProgramServicesAmt |
| Management And General | $3,038,663 | ManagementAndGeneralAmt |
| Fundraising | $1,463,173 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,128 | TotalAmt |
| Program Services | $176,117 | ProgramServicesAmt |
| Management And General | $59,406 | ManagementAndGeneralAmt |
| Fundraising | $28,605 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,306 | TotalAmt |
| Program Services | $961,079 | ProgramServicesAmt |
| Management And General | $324,820 | ManagementAndGeneralAmt |
| Fundraising | $156,407 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,065 | TotalAmt |
| Program Services | $627,491 | ProgramServicesAmt |
| Management And General | $211,657 | ManagementAndGeneralAmt |
| Fundraising | $101,917 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,086 | TotalAmt |
| Program Services | $30,187 | ProgramServicesAmt |
| Management And General | $21,039 | ManagementAndGeneralAmt |
| Fundraising | $2,860 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,567 | TotalAmt |
| Program Services | $159,940 | ProgramServicesAmt |
| Management And General | $111,473 | ManagementAndGeneralAmt |
| Fundraising | $15,154 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,475 | TotalAmt |
| Program Services | $147,052 | ProgramServicesAmt |
| Management And General | $102,490 | ManagementAndGeneralAmt |
| Fundraising | $13,933 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,142 | TotalAmt |
| Management And General | $1,196,142 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200,111 | TotalAmt |
| Program Services | $1,167,799 | ProgramServicesAmt |
| Management And General | $908,770 | ManagementAndGeneralAmt |
| Fundraising | $123,542 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,814 | TotalAmt |
| Program Services | $21,978 | ProgramServicesAmt |
| Management And General | $13,918 | ManagementAndGeneralAmt |
| Fundraising | $13,918 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,027 | TotalAmt |
| Program Services | $772,048 | ProgramServicesAmt |
| Management And General | $254,294 | ManagementAndGeneralAmt |
| Fundraising | $183,685 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,876,085 | TotalAmt |
| Program Services | $2,319,688 | ProgramServicesAmt |
| Management And General | $422,854 | ManagementAndGeneralAmt |
| Fundraising | $133,543 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,193 | TotalAmt |
| Program Services | $23,546 | ProgramServicesAmt |
| Management And General | $28,364 | ManagementAndGeneralAmt |
| Fundraising | $7,283 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,579 | TotalAmt |
| Program Services | $998,901 | ProgramServicesAmt |
| Management And General | $157,934 | ManagementAndGeneralAmt |
| Fundraising | $60,744 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,789,989 | TotalAmt |
| Program Services | $6,387,791 | ProgramServicesAmt |
| Management And General | $1,012,699 | ManagementAndGeneralAmt |
| Fundraising | $389,499 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,022 | TotalAmt |
| Program Services | $569,954 | ProgramServicesAmt |
| Management And General | $32,381 | ManagementAndGeneralAmt |
| Fundraising | $93,687 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Expenses | Desc |
| Total | $300,789 | TotalAmt |
| Program Services | $201,543 | ProgramServicesAmt |
| Management And General | $38,724 | ManagementAndGeneralAmt |
| Fundraising | $60,522 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,741,270 | TotalAmt |
| Program Services | $24,495,981 | ProgramServicesAmt |
| Management And General | $8,246,923 | ManagementAndGeneralAmt |
| Fundraising | $2,998,366 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025,452 | BOYAmt |
| EOY | $3,148,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,407,218 | BOYAmt |
| EOY | $6,118,522 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,762,710 | BOYAmt |
| EOY | $66,005,029 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,060 | BOYAmt |
| EOY | $32,612 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,052 | BOYAmt |
| EOY | $199,211 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,245 | BOYAmt |
| EOY | $35,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $302,117,955 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,461,044 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,345,501 | BOYAmt |
| EOY | $189,656,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,628,628 | BOYAmt |
| EOY | $220,085,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,802,054 | BOYAmt |
| EOY | $135,371,309 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,754,929 | BOYAmt |
| EOY | $14,523,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,182,849 | BOYAmt |
| EOY | $635,177,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,960 | BOYAmt |
| EOY | $4,973,311 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $597,400 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,070,000 | BOYAmt |
| EOY | $133,490,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,150,900 | BOYAmt |
| EOY | $3,150,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,549 | BOYAmt |
| EOY | $215,976 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,286,409 | BOYAmt |
| EOY | $142,427,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,246,919 | BOYAmt |
| EOY | $281,465,193 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,649,521 | BOYAmt |
| EOY | $211,284,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,896,440 | BOYAmt |
| EOY | $492,749,771 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,182,849 | BOYAmt |
| EOY | $635,177,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$17,683,515 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $89,473,791 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,063,055 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,688,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,800,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,714,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,050,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,410,982 | CurrentTaxYearAmt |
| Total | $128,665,573 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,688,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,800,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,714,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,050,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,410,982 | CurrentTaxYearAmt |
| Total | $128,665,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,322,012 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,343,561 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,634,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,465,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,401,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,461,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,155,758 | CurrentTaxYearAmt |
| Total | $13,119,487 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,035 | CurrentTaxYearAmt |
| Total | $688,311 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $142,473,371 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,831,875 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70695 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A PART II LINE 1 | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO THE CONTRIBUTIONS REPORTED ON FORM 990 PART VIII, LINE 1 ALSO INCLUDES GIFTS IN KIND OF DONATED ARTWORK. THE DONATED ARTWORK IS NOT REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. FOR PURPOSES OF CALCULATING EXCESS CONTRIBUTIONS, THE DONATED ARTWORK IS TREATED SIMILAR TO CASH CONTRIBUTIONS AND INCLUDED ON LINE 1. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,846,096 | BeginningYearBalanceAmt |
| Contributions | $276,703 | ContributionsAmt |
| Investment Earnings Or Losses | $67,046,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,206,980 | OtherExpendituresAmt |
| Administrative Expenses | $1,196,142 | AdministrativeExpensesAmt |
| End Year Balance | $274,765,741 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,746,156 | BeginningYearBalanceAmt |
| Contributions | $9,569,164 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,007,026 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,205,175 | OtherExpendituresAmt |
| Administrative Expenses | $1,257,022 | AdministrativeExpensesAmt |
| End Year Balance | $293,846,097 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $343,213,051 | BeginningYearBalanceAmt |
| Contributions | $71,298 | ContributionsAmt |
| Investment Earnings Or Losses | $8,857,405 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,071,082 | OtherExpendituresAmt |
| Administrative Expenses | $1,324,516 | AdministrativeExpensesAmt |
| End Year Balance | $321,746,156 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,111,447 | BeginningYearBalanceAmt |
| Contributions | $179,873 | ContributionsAmt |
| Investment Earnings Or Losses | $30,533,576 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,603,674 | OtherExpendituresAmt |
| Administrative Expenses | $2,008,171 | AdministrativeExpensesAmt |
| End Year Balance | $343,213,051 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $319,136,162 | BeginningYearBalanceAmt |
| Contributions | $3,253,156 | ContributionsAmt |
| Investment Earnings Or Losses | $38,692,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,208,642 | OtherExpendituresAmt |
| Administrative Expenses | $1,762,151 | AdministrativeExpensesAmt |
| End Year Balance | $338,111,447 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,205,279 | OtherCostOrOtherBasisAmt |
| Book Value | $10,205,279 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,580,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,784,010 | DepreciationAmt |
| Book Value | $178,796,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,265,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,677,034 | DepreciationAmt |
| Book Value | $588,453 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,343 | OtherCostOrOtherBasisAmt |
| Book Value | $66,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $189,656,911 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp | |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bond Interest Payable and Bond Premium | Desc |
| Amt | $215,976 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $215,976 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY ART MUSEUMS, THE COLLECTIONS THAT WERE ACQUIRED THROUGH PURCHASES BY THE BOARD OF TRUSTEES AND CONTRIBUTIONS SINCE THE INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE COMBINED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE COMBINED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS. |
| SCHEDULE D, PART III, LINE 4 | THE MUSEUM'S COMPREHENSIVE PERMANENT COLLECTION SPANS 5,000 YEARS AND NUMBERS OVER 42,000 OBJECTS. THE ASIAN ART COLLECTION IS AMONG THE FINEST IN THE WORLD BY VIRTUE OF ITS SIZE, DEPTH, AND OVERALL LEVEL OF QUALITY. THE OUTSTANDING ANCIENT ART INCLUDES MASTERPIECES FROM ANCIENT MESOPOTAMIA, EGYPT AND THE CLASSICAL WORLD. THE ARCHITECTURE, DESIGN AND DECORATIVE ARTS COLLECTION CONTAINS EUROPEAN AND AMERICAN HOLDINGS. THE EUROPEAN PAINTING AND SCULPTURE ART COLLECTION IS OF FINE QUALITY THROUGHOUT. THE AMERICAN ART COLLECTION INCLUDES PAINTINGS, SCULPTURES, AND DRAWINGS WITH SUPERB PORTRAITS AND LANDSCAPES BY MAJOR 18TH AND 19TH-CENTURY PAINTERS. THE MODERN AND CONTEMPORARY ART COLLECTION INCLUDES IMPORTANT WORKS FROM THE EARLY 20TH-CENTURY TO THE PRESENT. THE NATIVE AMERICAN ART COLLECTION IS PARTICULARLY STRONG IN SOUTHWEST NAVAJO MATERIAL. THE AFRICAN ART HOLDINGS INCLUDE OVER 400 OBJECTS, AND THE MUSEUM HAS MADE AN INSTITUTIONAL COMMITMENT TO DEVELOP KANSAS CITY AS A SIGNIFICANT CENTER FOR THE COLLECTION AND STUDY OF AFRICAN ART. THE BREADTH, DEPTH, AND QUALITY OF THE MUSEUM'S PHOTOGRAPHY COLLECTION ARE MATCHED BY ONLY A SMALL GROUP OF THE LARGEST MUSEUMS IN THE UNITED STATES. THE PHOTOGRAPHY COLLECTION PROVIDES A PANORAMIC VISION OF ITS SUBJECT, AMERICAN PHOTOGRAPHY, FROM THE INVENTION OF THE MEDIUM IN 1839 TO THE PRESENT. THE MUSEUM IS ALSO HOME OF THE 20-ACRE DONALD J. HALL SCULPTURE PARK WHICH INCLUDES THE LARGEST COLLECTION OF HENRY MOORE SCULPTURES OUTSIDE OF ENGLAND. ANY WORK OF ART NOT ON VIEW IS AVAILABLE FOR RESEARCH, UNLESS ITS CONDITION PRECLUDES THIS USE. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENTS AND BOARD DESIGNATED QUASI-ENDOWMENT FUNDS ARE IN PLACE TO SUPPORT SPECIFIC EDUCATION PROGRAMS, EXHIBITIONS, COLLECTIONS ADMINISTRATION, ART ACQUISITIONS, AND OPERATIONS. |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS DISCLOSURE - MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | C100 LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $184,363 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $184,363 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $7,860 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,328 | OtherDirectExpensesEvent1Amt |
| Event2 | SHUTTLECORK | Event2Nm |
| Gross Receipts Event2 | $26,501 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $26,501 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,500 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $12,355 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $125 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $125 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $210,989 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $210,989 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $5,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,360 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,683 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,043 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,043 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIAN ZUGAZAGOITIA | ||||||||||||
| DIRECTOR/CEO | $635,092 | $0 | $0 | $0 | $16,009 | $0 | $25,578 | $0 | $17,989 | $0 | $694,668 | $0 |
| KAREN CHRISTIANSEN | ||||||||||||
| CHIEF OPERATING OFFICER | $347,255 | $0 | $0 | $0 | $3,001 | $0 | $17,617 | $0 | $7,484 | $0 | $375,357 | $0 |
| TAMMY BLUHM | ||||||||||||
| VICE PRESIDENT, FINANCE | $168,493 | $1,197 | $12,109 | $16,706 | $198,505 | |||||||
| ANNE MANNING | ||||||||||||
| DEPUTY DIRECTOR, LEARNING | $172,092 | $321 | $11,774 | $7,060 | $191,247 | |||||||
| HATHAWAY MARANDA | ||||||||||||
| VICE PRESIDENT, DEVELOPMENT | $219,314 | $442 | $14,953 | $6,804 | $241,513 | |||||||
| AMANDA STONE | ||||||||||||
| VICE PRESIDENT, EARNED INCOME | $180,783 | $153 | $12,381 | $7,471 | $200,788 | |||||||
| STEVEN WATERMAN | ||||||||||||
| DEPUTY DIRECTOR, DESIGN & EXP | $201,046 | $954 | $8,664 | $453 | $211,117 | |||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE NELSON GALLERY FOUNDATION MAINTAINS A MEMBERSHIP AT THE MISSION HILLS COUNTRY CLUB, A SOCIAL CLUB, IN THE NAME OF THE DIRECTOR/CEO. THIS MEMBERSHIP IS USED BY THE NELSON GALLERY FOUNDATION FOR HOSTING BUSINESS MEETINGS, BUT IS AVAILABLE TO THE DIRECTOR/CEO FOR PERSONAL USE. MEMBERSHIP DUES ARE TREATED AS TAXABLE COMPENSATION TO THE DIRECTOR/CEO. |
| SCHEDULE J, PART I, LINE 4B | THE CEO PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER 457F. NO AMOUNTS WERE CONTRIBUTED TO THE PLAN DURING THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| A | 431387649 | 606037BE8 | 2008-08-28 | $108,500,000 | SEE PART VI | false | false | false |
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| B | 431387649 | 606037AS8 | 2004-04-29 | $60,000,000 | SEE PART VI | false | false | false |
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| C | 431387649 | 606037CT4 | 2012-08-07 | $48,528,388 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $500,000 | $48,000,000 | $108,327,353 | $0 | $32,900 | $0 | $1,041,759 | $0 | $0 | $22,061,417 | $85,191,278 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $3,000,000 | $0 | $63,709,527 | $0 | $8,370,056 | $0 | $733,679 | $0 | $0 | $54,605,792 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| C | $25,925,000 | $0 | $48,528,388 | $0 | $0 | $0 | $514,115 | $0 | $0 | $0 | $48,014,273 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | Yes (true) | Yes (true) | false | Yes (true) | ROYAL BANK OF CANADA | 1.95 | Yes (true) | Yes (true) | Yes (true) | |
| 0 | |||||||||||
| B | Yes (true) | Yes (true) | false | Yes (true) | TRANSAMERICA OCCIDEN | 3.4 | Yes (true) | Yes (true) | Yes (true) | ||
| 0 | |||||||||||
| C | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN (F), LINE A: REFUND SERIES 2001B BONDS ISSUED ON 12/6/2001; CONSTRUCTION AND RENOVATION OF VARIOUS MUSEUM BUILDINGS. PART I, COLUMN (F), LINE B: CONSTRUCTION OF BLOCH BUILDING AND IMPROVEMENTS TO EXISTING MUSEUM BUILDING. PART I, COLUMN (F), LINE C: REFUND A PORTION OF THE SERIES 2008A BONDS ISSUED ON 08/28/2008. PART I, COLUMN (G), LINE A: A PORTION OF THE SERIES 2008A BONDS WAS REFUNDED BY THE SERIES 2012A BONDS ON AUGUST 7, 2012. PART II, COLUMN (A), LINE 3: AMOUNT IS NOT EQUAL TO ISSUE PRICE DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD. THIS AMOUNT DOES NOT INLUCDE $500,000 OF SALE PROCEEDS USED TO REDEEM BONDS OF THE ISSUE. PART II, COLUMN (A), LINE 2: A PORTION OF THE SERIES 2008A BONDS ($48,000,000) WAS REFUNDED BY THE SERIES 2012A BONDS ON AUGUST 7, 2012. PART II, COLUMN (B), LINE 3: AMOUNT IS NOT EQUAL TO ISSUE PRICE DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD. PART II, COLUMN (A), LINE 11: INCLUDES $85,191,278 IN BOND PROCEEDS THAT WAS USED TO REDEEM THE SERIES 2001B BONDS. THIS AMOUNT DOES NOT INCLUDE $500,000 OF SALE PROCEEDS USED TO REDEEM BONDS OF THE ISSUE. PART II, COLUMN (C), LINE 11: $48,000,000 WAS USED TO REDEEM A PORTION OF THE OUTSTANDING SERIES 2008A BONDS ON THE ISSUE DATE OF THE SERIES 2012A BONDS. ADDITIONALLY, $14,272.90 OF THE AMOUNT ORIGINALLY DEPOSITED INTO THE COSTS OF ISSUANCE FUND WAS TRANSFERRED TO THE DEBT SERVICE FUND AND USED TO PAY INTEREST ON THE SERIES 2012A BONDS. PART III, COLUMN (A)(B)(C), LINE 5: THE INSTITUTION HOLDS VARIOUS EVENTS THAT MAY RESULT IN PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY WITHIN THE MUSEUM. THE MAXIMUM AMOUNT OF POTENTIAL PRIVATE BUSINESS USE THAT MAY RESULT FROM THE UNRELATED TRADE OR BUSINESS ACTIVITY IS 0% FOR THE FISCAL YEAR. PART IV, COLUMN (B), LINE 5B: TRANSAMERICA OCCIDENTAL LIFE INSURANCE CO. PART IV, COLUMN (B), LINE 6: ANY AMOUNTS INVESTED BEYOND THE 3-YEAR TEMPORARY PERIOD WERE REFLECTED IN THE ARBITRAGE REBATE ANALYSIS DATED APRIL 29, 2009 AND ON THE FORM 8038-T. PART IV, COLUMN (A), LINE 2C: ALL GROSS PROCEEDS WERE SPENT AS OF THE COMPUTATION DATE. ARBITRAGE REBATE ANALYSIS DATED AUGUST 1, 2012. PART IV, COLUMN (A), LINE 6: PROCEEDS IN THE PROJECT FUND WERE INVESTED BEYOND THE 3-YEAR TEMPORARY PERIOD; HOWEVER, NO EXCESS YIELD LIABILITY WAS GENERATED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 311 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,366 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN (B) | THE ORGANIZATION USES A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. |
| SCHEDULE M, PART I, LINE 32B | USE OF THIRD PARTIES TO PROCESS OR SELL NONCASH CONTRIBUTIONS- AUCTION HOUSES, OR OCCASIONALLY DEALERS, ARE USED TO SELL WORKS DEACCESSIONED FROM THE COLLECTIONS. THESE WORKS INCLUDE GIFTS AND BEQUESTS AS WELL AS PURCHASES. A CURATOR IDENTIFIES A WORK FOR POSSIBLE DEACCESSION. IF THE DIRECTOR/CEO APPROVES DEACCESSIONING THE WORK, THE CURATOR CONTACTS AUCTION HOUSES OR DEALERS TO GET SALE ESTIMATES. THE CURATOR RECOMMENDS AN AUCTION HOUSE OR DEALER TO THE DIRECTOR/CEO. THE CURATOR PREPARES A DEACCESSION PROPOSAL AND PRESENTS THE WORK TO THE COMMITTEE ON COLLECTIONS (THE 'COC'). THE COC HAS THE AUTHORITY TO APPROVE DEACCESSIONS WITH AN ESTIMATED SALE VALUE OF LESS THAN $25,000. THE BOARD OF TRUSTEES MUST APPROVE DEACCESSIONS WITH AN ESTIMATED SALE VALUE OF $25,000 OR MORE. THE DIRECTOR/CEO SIGNS THE AUCTION HOUSE'S OR DEALER'S CONSIGNMENT AGREEMENT. SALE PROCEEDS ARE RESTRICTED TO THE PURCHASE OF WORK IN THE SAME CURATORIAL AREA. |
| SCHEDULE M, PART I, LINE 33 | WHY ORGANIZATION DID NOT REPORT REVENUES ON SCH. M, PART I, COL C- PLEASE SEE SCHEDULE D, PART III, LINE 1A. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE NELSON-ATKINS MUSEUM OF ART IS WHERE THE POWER OF ART ENGAGES THE SPIRIT OF COMMUNITY. WE WELCOME AND PROVIDE FREE ADMISSION TO ALL, AND DELIVER UNPARALLELED OPPORTUNITIES TO ENJOY, APPRECIATE AND UNDERSTAND THE FINEST VISUAL ARTS AND THE VARIED CULTURES THEY REPRESENT - ON OUR CAMPUS, ONLINE, AND THROUGHOUT KANSAS CITY. AS AN INSTITUTION OF NATIONAL AND INTERNATIONAL RENOWN, WE ESTABLISH AND ADHERE TO THE HIGHEST PROFESSIONAL STANDARDS AND PRACTICES IN RESEARCH, SCHOLARSHIP, PRESENTATION, INTERPRETATION AND CARE OF OUR COLLECTIONS. WE SERVE AS A VITAL PARTNER IN THE EDUCATIONAL, SOCIAL AND CULTURAL LIFE OF OUR COMMUNITY, USING OUR COLLECTIONS AND PROGRAMS TO BUILD AN ENVIRONMENT WHERE PEOPLE CAN GATHER, SHARE AND CONTEMPLATE THE GREATEST CREATIONS OF HUMANKIND. EVERY DAY, IN ALL WE DO, THE NELSON-ATKINS IS COMMITTED TO NURTURING EXCELLENCE, INSPIRING CREATIVITY AND BUILDING COMMUNITY THROUGH THE POWER OF ART. |
| FORM 990, PART III, LINE 4A | The Nelson-Atkins Museum of Art's collection of over 40,000 objects spans 5,000 years. It is celebrated for its holdings of Chinese art, considered among the best in the world, with important collections of Japanese and South and Southeast Asian works of art. Its celebrated European paintings collection-including the second painting by Vincent van Gogh purchased by a US museum-contain one of the few Caravaggio paintings in North America, as well as masterpieces of Impressionist art. The photography collection is one of the finest in the country, spanning the entire history of the medium. The acclaimed Native American collections are among the oldest in the US. There also important collections of eighteenth century European decorative arts, American paintings and sculpture, and African art, complemented by the 22 acre Donald J. Hall Sculpture Park, which acts as one of the city's front lawns and is the site of free, popular festivals celebrating Juneteenth, South and Southeast Asian heritage, and Lunar New Year, among other communities. In recent years, the Museum has dramatically increased its contemporary collections with a deliberate campaign of inclusivity, acquiring important works in all media by BIPOC makers. |
| FORM 990, PART VI, SECTION A, LINE 8B | DESCRIPTION OF PRACTICES RE: DOCUMENTATION OF MTGS & ACTIONS OF COMMITTEES- MINUTES ARE TAKEN FOR ALL COMMITTEES EXCEPT NOMINATING AND GOVERNANCE. A REPORT IS GIVEN AT THE BOARD OF TRUSTEE MEETINGS AND INCLUDED IN THOSE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990- INITIAL COMPILATION OF THE INFORMATION FOR THE RETURN IS COMPLETED BY FINANCE DEPARTMENT STAFF WITH REVIEW BY THE VICE PRESIDENT, FINANCE AND SUBSEQUENT REVIEW BY THE CHIEF OPERATING OFFICER PRIOR TO TRANSMISSION TO THE ACCOUNTING FIRM FOR RETURN PREPARATION. UPON RECEIPT OF COMPLETED RETURN AND REVIEW BY THE VICE PRESIDENT, FINANCE THE RETURN WILL BE PROVIDED TO THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, AUDIT COMMITTEE AND TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY- THE CONFLICT OF INTEREST POLICY REQUIRES THE COMPLETION OF A WRITTEN QUESTIONNAIRE BY EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWER AND KEY EMPLOYEES, ON AN ANNUAL BASIS. THE QUESTIONNAIRE ADDRESSES EACH INDIVIDUAL'S ACKNOWLEDGEMENT OF THE RECEIPT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTEREST POLICY AND THEIR COMPLIANCE WITH IT, ALONG WITH REQUIRING RESPONSES TO DETAILED QUESTIONS RELATED TO SPECIFIC AREAS THAT COULD RAISE A CONFLICT. THE BOARD CHAIR OF THE BOARD OF TRUSTEES WOULD REVIEW ANY IDENTIFIED CONFLICTS OF INTEREST AND DETERMINE WHETHER ANY FURTHER ACTION WOULD NEED TO OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15A | OFFICES AND POSITIONS FOR WHICH PROCESS WAS USED AND YEAR PROCESS BEGAN- THE EXECUTIVE COMMITTEE AND BOARD CHAIR OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION AND EMPLOYMENT BENEFITS OF THE DIRECTOR/CEO ON AN ANNUAL BASIS. A VARIETY OF SALARY SURVEY INFORMATION IS PROVIDED BY THE DIRECTOR, HUMAN RESOURCES DURING THIS PROCESS INCLUDING SURVEYS BY AMERICAN ASSOCIATION OF MUSEUM DIRECTORS, THE AMERICAN ALLIANCE OF MUSEUMS, SOCIETY FOR HUMAN RESOURCES MANAGEMENT, AND THE NON-PROFIT TIMES SALARY AND BENEFIT REPORT. THE LAST REVIEW WAS CONDUCTED ON MAY 1, 2019 BY RICHARD GREEN, BOARD CHAIR. FOR 2020, DUE TO THE ECONOMIC EFFECTS OF THE COVID-19 PANDEMIC ALL WAGES SALARIES WERE FROZEN AT PRIOR YEAR LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC- THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. AUDITED FINANCIAL STATEMENTS FOR THE PRIOR YEAR ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES- CHANGE IN VALUE OF TRUSTS HELD BY OTHERS 3,182,495 ACQUISITION AND DISPOSITION OF ART 119,440 ----------- TOTAL 3,063,055 |
| FORM 990, PART XII, QUESTION 2C | THE AUDIT COMMITTEE IS RESPONSIBLE FOR ENGAGING THE AUDIT FIRM AND REVIEW OF THE DRAFT AUDITED FINANCIAL STATEMENTS BEFORE ISSUANCE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM ROCKHILL NELSON TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440558944 | EIN |
| Primary Activities | MUSEUM SUPRT | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TNGF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCURY FUND II | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473271451 | EIN |
| Primary Activities | INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NGF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $11,664,116 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $95,910,579 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | -$57,237 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.99999 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE WILLIAM ROCKHILL NELSON TRUST | ||
| C | $1,795,320 | FMV |
| MERCURY FUND II | ||
| B | $10,500,000 | FMV |