STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BRUCE MUSEUM INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BRUCE MUSEUM INC (EIN 23-7105904)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-03-11
IRS object ID
201520709349300307
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-11T09:13:36-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 SUMMER STREET 5TH FL EASTAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06905ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237105904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE MUSEUM INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBRUCBusinessNameControlTxt
Phone2038690376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MUSEUM DRIVEAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06830ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER C SUTTONPersonNm
Person TitleEXECUTIVE DIRECTOR AND CEOPersonTitleTxt
Phone2038690376PhoneNum
Signature2015-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN STRONGPreparerPersonNm
PTINP00713382PTIN
Phone2033232400PhoneNum
Preparation2015-03-10PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER C SUTTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MUSEUM DRIVEAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06830ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$7,278,065GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRUCEMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionBRUCE MUSEUM'S EXHIBITIONS AND EDUCATIONAL PROGRAMS ADVANCE THE UNDERSTANDING OF ART AND SCIENCE.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee63TotalEmployeeCnt
Total Volunteers330TotalVolunteersCnt
Total Gross UBI$113,907TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,982,955PYContributionsGrantsAmt
CY Contributions Grants$2,483,944CYContributionsGrantsAmt
PY Program Service Revenue$958,239PYProgramServiceRevenueAmt
CY Program Service Revenue$976,509CYProgramServiceRevenueAmt
PY Investment Income$637,000PYInvestmentIncomeAmt
CY Investment Income$1,683,952CYInvestmentIncomeAmt
PY Other Revenue$240,628PYOtherRevenueAmt
CY Other Revenue$322,717CYOtherRevenueAmt
PY Total Revenue$3,818,822PYTotalRevenueAmt
CY Total Revenue$5,467,122CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,239,484PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,218,937CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,024,636CYTotalFundraisingExpenseAmt
PY Other Expenses$1,995,731PYOtherExpensesAmt
CY Other Expenses$1,504,760CYOtherExpensesAmt
PY Total Expenses$5,235,215PYTotalExpensesAmt
CY Total Expenses$4,723,697CYTotalExpensesAmt
PY Revenues Less Expenses-$1,416,393PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$743,425CYRevenuesLessExpensesAmt
Total Assets BOY$24,574,733TotalAssetsBOYAmt
Total Assets EOY$28,170,179TotalAssetsEOYAmt
Total Liabilities BOY$195,907TotalLiabilitiesBOYAmt
Total Liabilities EOY$808,351TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,378,826NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,361,828NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBRUCE MUSEUM INC.'S MISSION IS TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF ART AND SCIENCE TO ENRICH THE LIVES OF ALL PEOPLE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,159,227ExpenseAmt
Revenue$987,141RevenueAmt
DescSEE SCHEDULE OTHE MUSEUM WAS BUILT ORIGINALLY AS A PRIVATE HOME IN 1853 AND WAS BEQUEATHED TO THE TOWN OF GREENWICH, CT IN 1908 BY TEXTILE MERCHANT ROBERT MOFFAT BRUCE, WHO STIPULATED ITS USE AS A MUSEUM. THE FIRST EXHIBITION AT THE BRUCE MUSEUM TOOK PLACE IN 1912 AND FEATURED WORKS BY LOCAL ARTISTS KNOWN AS THE GREENWICH SOCIETY OF ARTISTS, SEVERAL OF WHOM WERE MEMBERS OF THE COS COB ART COLONY. THE COS COB SCHOOL OF AMERICAN PAINTING IS NOW WELL ESTABLISHED AS AN IMPORTANT PART OF THE HISTORY OF AMERICAN ART AND IT FORMS THE NUCLEUS OF THE MUSEUM'S HOLDINGS OF PAINTINGS, WATERCOLORS, DRAWINGS, AND NOTEBOOKS BY ARTISTS SUCH AS LEONARD AND MINA OCHTMAN, GEORGE WHARTON EDWARDS, AND HOBART JACOBS. PARALLELING AN INTEREST IN CONNECTICUT PAINTERS AND THEIR WORKS, EARLY DIRECTORS OF THE BRUCE MUSEUM PURSUED THE DEVELOPMENT OF THE NATURAL SCIENCES, BUILDING PARTICULAR STRENGTHS IN THE MINERAL AND AVIAN COLLECTIONS. THE BRUCE MUSEUM WAS EXPANDED IN 1993 AND INCLUDES NEARLY 8,000 SQUARE FEET OF EXHIBITION SPACE, COMPRISED OF ONE MAIN GALLERY, THREE SMALLER GALLERIES, AND A LECTURE HALL. THE MUSEUM ATTRACTS APPROXIMATELY 80,000 VISITORS ANNUALLY AND OPERATES UNDER ACCREDITATION BY THE AMERICAN ASSOCIATION OF MUSEUMS.IN 2013-2014, THE BRUCE MUSEUM UPHELD ITS REPUTATION AS A COMMUNITY-BASED, WORLD-CLASS INSTITUTION FEATURING ART, SCIENCE AND NATURAL HISTORY FOR RESIDENTS OF FAIRFIELD COUNTY, CT AND BEYOND. BUILDING UPON A SOLID FOUNDATION AS A PREMIER DESTINATION FOR FAMILY AND COMMUNITY ACTIVITY AND ENRICHMENT, THE MUSEUM CONTINUED TO FILL AN IMPORTANT ROLE IN EDUCATING, ENGAGING AND ENTERTAINING OVER 65,000 PEOPLE OF ALL AGES THIS YEAR. WITH A BROAD RANGE OF OPERATIONS AND PROGRAMMING SPANNING ART, HUMANITIES, AND THE NATURAL SCIENCES, THE BRUCE REMAINS AN ANCHOR IN THE COMMUNITY - AS IT HAS FOR OVER 100 YEARS. EXHIBITIONSIN ADDITION TO OUR PERMANENT NATURAL HISTORY EXHIBITION, CHANGES IN OUR LAND, THE BRUCE MUSEUM OFFERED A VARIETY ART AND SCIENCE EXHIBITIONS IN 2013-2014 THAT EDUCATED AND ENGAGED OUR DIVERSE, COMMUNITY AUDIENCE. EACH EXHIBITION FEATURED WORLD-CLASS ART, OBJECTS AND ARTIFACTS THAT FOCUSED ON THE NEEDS AND INTERESTS OF OUR VISITORS AND OUR SURROUNDING COMMUNITY. HIGHLIGHTS FROM THE 2013-2014 PROJECT YEAR INCLUDE:REVISED AND RESTORED: THE ART OF KATHLEEN GILJE (MAY 11, 2013 - SEPTEMBER 8, 2013) - GILJE'S SATIRICALLY POINTED AND TECHNICALLY ADROIT REINCARNATIONS OF FAMOUS OLD MASTER AND NINETEENTH-CENTURY PAINTINGS COMMENT ON SOCIAL, POLITICAL AND ART HISTORICAL ISSUES OF OUR DAY, AND OFTEN RECAST LEADING LIGHTS OF THE WORLD OF ART SCHOLARSHIP, CRITICISM AND COLLECTING.DURER, REMBRANDT & WHISTLER: PRINTS FROM THE COLLECTION OF DR. DORRANCE T. KELLY (JUNE 15, 2013 - AUGUST 18, 2013) - ONE OF THE MOST DISTINGUISHED LOCAL COLLECTIONS OF PRINTS, DR. DORRANCE T. KELLY'S COLLECTION IS COMPRISED PRIMARILY OF AMERICAN TWENTIETH-CENTURY PRINTS; HOWEVER, IN RECENT YEARS HE HAS ALSO COLLECTED OLD MASTER AND NINETEENTH-CENTURY WORKS. DR. KELLY GENEROUSLY SHARED HIS PRINTS WITH THE BRUCE COMMUNITY. CLOSER: THE GRAPHIC ART OF CHUCK CLOSE (SEPTEMBER 28, 2013 - JANUARY 5, 2014) - WITH A BODY OF WORK COMPOSED ALMOST ENTIRELY OF PORTRAITS, ARTIST CHUCK CLOSE IS ONE OF THE GREAT MODERN MASTERS OF PRINTMAKING. WORKING WITH MASTER PRINTERS, CLOSE ALTERS ONE OR SEVERAL VARIABLES TO CREATE ENDLESS PERMUTATIONS IN A WIDE VARIETY OF PRINT TECHNIQUES, USUALLY RECYCLING PAST PORTRAITS OF HIMSELF, HIS FAMILY, AND HIS FRIENDS.OYSTERS, PEARLS OF LONG ISLAND SOUND (NOVEMBER 2, 2013 - MARCH 23, 2014) - FEATURING HANDS-ON INTERACTIVE DISPLAYS, VIDEOS, AND HISTORICAL OBJECTS THAT APPEAL TO ALL AGES, VISITORS EXPLORED THE HISTORY AND SCIENCE OF OYSTERS. PROGRAMMING FOR THIS EXHIBITION WAS GENEROUSLY UNDERWRITTEN BY A GRANT FROM CT HUMANITIES.PASTURE TO POND: CONNECTICUT IMPRESSIONISM (MARCH 22, 2014 - JUNE 22, 2014) - THE EXHIBITION OFFERS A TOUR OF CONNECTICUT'S LANDSCAPES PAINTED BY AMERICAN IMPRESSIONIST ARTISTS INCLUDING CHILDE HASSAM, J. ALDEN WEIR, JOHN HENRY TWACHTMAN, LEONARD OCHTMAN AND OTHERS. SUPPORTED BY A GRANT FROM THE CT OFFICE OF THE ARTS.OTHER EXHIBITIONS FROM THE 2013-2014 YEAR INCLUDE: FLAGS ACROSS AMERICA: THE PHOTOGRAPHS OF ROBERT CARLEY (JULY 14, 2013 - SEPTEMBER 22, 2013); EGGS-EXHIBITION: UNSCRAMBLING THEIR HISTORY (MARCH 23, 2013 - OCTOBER 20, 2013); TELLING AMERICAN HISTORY: REALISM FROM THE PRINT COLLECTION OF DR. DORRANCE T. KELLY (AUGUST 31, 2013 - DECEMBER 1, 2013); INSIDE THE ARTISTS' STUDIOS: SMALL-SCALE VIEWS (DECEMBER 14, 2013 - MARCH 9, 2014); IN THE DARK: ANIMAL SURVIVAL STRATEGIES (JANUARY 25, 2014 - APRIL 13, 2014); ED CLARK: AMERICAN PHOTOJOURNALIST (FEBRUARY 1, 2014 - JUNE 1, 2014); ICREATE 2014 (JUNE 7, 2014 - JULY 6, 2014); TALES OF TWO CITIES: NEW YORK & BEIJING, (MAY 3, 2014 - AUGUST 31, 2014); EXTREME HABITATS: INTO THE DEEP SEA (APRIL 5, 2014 - NOVEMBER 9, 2014). EDUCATIONAL PROGRAMSA PRIMARY GOAL OF THE BRUCE MUSEUM IS TO EDUCATE OUR VISITORS. THE MUSEUM'S EDUCATION DEPARTMENT TAILORS EACH LEARNING EXPERIENCE TO MATCH OUR TARGETED AUDIENCE SEGMENTS: FAMILIES; ADULT APPRECIATORS; SCHOOLS/EDUCATORS; AND DONORS/COLLECTORS. HIGHLIGHTS FROM THE MUSEUM'S EDUCATIONAL PROGRAMMING IN 2013-2014 INCLUDE THE FOLLOWING:SCHOOL PROGRAMS: OVER THE COURSE OF THE SCHOOL YEAR, OVER 6,500 STUDENTS IN GRADES PRE-K THROUGH 12 PARTICIPATED IN INQUIRY- AND OBJECT-BASED INSTRUCTION AT THE MUSEUM. NEARLY 6,200 PRE-K - 8 STUDENTS PARTICIPATED IN OUR BRUCEMOBILE OUTREACH PROGRAM, WHICH BRINGS MUSEUM OBJECTS TO THE CLASSROOM.NEIGHBORHOOD COLLABORATIVE AFTER SCHOOL: SERVING AT-RISK STUDENTS IN PREK THROUGH GRADE 8, THE PROGRAM OFFERS MULTIPLE ON-SITE MUSEUM VISITS TO PROMOTE POSITIVE BEHAVIOR CHANGES AND INCREASED ACADEMIC ACHIEVEMENT. THE PROGRAM SERVED NEARLY 3,000 STUDENTS FROM FAIRFIELD AND WESTCHESTER COUNTIES THIS YEAR.LIFETIME OF LOOKING: DESIGNED FOR VISITORS WITH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS, THE BRUCE MUSEUM'S LIFETIME OF LOOKING PROGRAM USES ART AND OBJECTS AS THERAPEUTIC TOOLS. THE MUSEUM PRESENTS THE PROGRAM THROUGH PARTNERSHIPS WITH GREENWICH ADULT DAY CARE (GADC), GIVING ALZHEIMER'S PURPOSE SUPPORT GROUP (CT CHAPTER, ALZHEIMER'S ASSOCIATION), EDGEHILL (STAMFORD) AND OTHER SENIOR CARE FACILITIES. THIS YEAR, APPROXIMATELY 200 VISITORS PARTICIPATED IN THE PROGRAM.Desc
Total Program Service Expenses$3,159,227TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee63EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL FERENCEBusinessNameLine1
FieldValueIRS element (for citing)
Phone2034137525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THE BRUCE MUSEUM ONE MUSEUM DRIVEAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06830ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
PATRICIA W CHADWICK
CHAIRMAN7.50Yes (X)Yes (X)$0$0$0
LEORA R LEVY
MEMBER-AT-LARGE5.00Yes (X)$0$0$0
MYRNA R HAFT
TRUSTEE1.00Yes (X)$0$0$0
LINDA CHASE-JENKINS
TREASUER5.00Yes (X)Yes (X)$0$0$0
MARTHA R ZOUBEC
TRUSTEE1.00Yes (X)$0$0$0
TIFFANY A BURNETTE
VICE CHAIRMAN7.50Yes (X)$0$0$0
GEORGE E CRAPPLE
MEMBER-AT-LARGE5.00Yes (X)$0$0$0
MICHAEL A KOVNER
TRUSTEE1.00Yes (X)$0$0$0
ROBERT H LAWRENCE JR
VICE CHAIRMAN7.50Yes (X)$0$0$0
PAMELA H LEWANDA
TRUSTEE1.00Yes (X)$0$0$0
INGRID MCMENAMIN
TRUSTEE1.00Yes (X)$0$0$0
JAMES E MURPHY
TRUSTEE1.00Yes (X)$0$0$0
SARA L NELSON
TRUSTEE1.00Yes (X)$0$0$0
LEAH S RUKEYSER
TRUSTEE1.00Yes (X)$0$0$0
MICHEL C WITMER
TRUSTEE1.00Yes (X)$0$0$0
JOHN W WATLING III
TRUSTEE1.00Yes (X)$0$0$0
SACHIKO GOODMAN
TRUSTEE1.00Yes (X)$0$0$0
AUNDREA AMINE
TRUSTEE1.00Yes (X)$0$0$0
MARGARET ANKER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
NATHANIAL B DAY
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM DEUTSCH
TRUSTEE1.00Yes (X)$0$0$0
JAMES LOCKHART III
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH SIMON
TRUSTEE1.00Yes (X)$0$0$0
SUE ANNE WEINBERG
TRUSTEE1.00Yes (X)$0$0$0
JASMINA DENNER
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GRUNBERG
TREASUER1.00Yes (X)$0$0$0
JAN ROGERS KNIFFEN
TRUSTEE1.00Yes (X)$0$0$0
SIMONE MCENTIRE
TRUSTEE1.00Yes (X)$0$0$0
NICOLE REYNOLDS
TRUSTEE1.00Yes (X)$0$0$0
CHARLES M ROYCE
TRUSTEE1.00Yes (X)$0$0$0
JUDITH WERTHEIMER
TRUSTEE1.00Yes (X)$0$0$0
PETER SUTTON
EXECUTIVE DIRECTOR/CEO35.00Yes (X)$236,759$0$20,319
WILLIAM F FERENCE
DIRECTOR OF FINANCE/CFO35.00Yes (X)$23,150$0$5,868
SUSAN BALL
DEPUTY DIRECTOR35.00Yes (X)$114,462$0$6,735
LIZABETH WOOSTER
DIRECTOR OF DEVELOPMENT35.00$119,364$0$21,080Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$493,735TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$54,002TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
AETNA LIFE INSURANCE CO
PO BOX 7247-0213PHILADELPHIAPA19170HEALTH INSURANCE$291,695
NST SYSTEMS INC
2001 W MAIN STREET SUITE 130STAMFORDCT06902INFORMATION TECHNOLOGY SUPPORT$138,802
TD CARD SERVICES
PO BOX 2580CHERRY HILLNJ08034CORPORATE CREDIT CARD$138,248
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$499,474MembershipDuesAmt
Fundraising$636,373FundraisingAmt
Government Grants$52,844GovernmentGrantsAmt
All Other Contributions$1,295,253AllOtherContributionsAmt
Noncash Contributions$120,368NoncashContributionsAmt
Total Contributions$2,483,944TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GREENWICH, CT SUPPORT712110$790,000$790,000
ADMISSIONS712110$154,089$154,089
WORKSHOP/PROGRAM FEES712110$32,420$32,420
FieldValueIRS element (for citing)
Total Program Service Revenue$976,509TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,414,838TotalRevenueColumnAmt
Unrelated Business Revenue$139UnrelatedBusinessRevenueAmt
Exclusion$1,414,699ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$112TotalRevenueColumnAmt
Unrelated Business Revenue$112UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$23,233RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$23,233RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,233TotalRevenueColumnAmt
Unrelated Business Revenue-$112UnrelatedBusinessRevenueAmt
Exclusion$23,345ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,503,871SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,234,757SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$269,114SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$269,114TotalRevenueColumnAmt
Unrelated Business Revenue$9,994UnrelatedBusinessRevenueAmt
Exclusion$259,120ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$608,400FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$636,373ContriRptFundraisingEventAmt
Fundraising Direct Expenses$423,434FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,966TotalRevenueColumnAmt
Exclusion$184,966ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$265,156GrossSalesOfInventoryAmt
Cost Of Goods Sold$152,752CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,404TotalRevenueColumnAmt
Related Or Exempt Func Income$10,632RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$101,772UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUBI FROM PASS-THROUGHSDesc
Business900099BusinessCd
Total Revenue Column$2,002TotalRevenueColumnAmt
Unrelated Business Revenue$2,002UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,002OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,467,122TotalRevenueColumnAmt
Related Or Exempt Func Income$987,141RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$113,907UnrelatedBusinessRevenueAmt
Exclusion$1,882,130ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$423,258TotalAmt
Program Services$207,898ProgramServicesAmt
Management And General$129,041ManagementAndGeneralAmt
Fundraising$86,319FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,102,803TotalAmt
Program Services$1,432,413ProgramServicesAmt
Management And General$188,075ManagementAndGeneralAmt
Fundraising$482,315FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$95,151TotalAmt
Program Services$64,816ProgramServicesAmt
Management And General$8,510ManagementAndGeneralAmt
Fundraising$21,825FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$413,954TotalAmt
Program Services$282,624ProgramServicesAmt
Management And General$36,766ManagementAndGeneralAmt
Fundraising$94,564FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$183,771TotalAmt
Program Services$119,210ProgramServicesAmt
Management And General$23,132ManagementAndGeneralAmt
Fundraising$41,429FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,089TotalAmt
Program Services$1,695ProgramServicesAmt
Management And General$3,664ManagementAndGeneralAmt
Fundraising$730FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,161TotalAmt
Management And General$45,161ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$109,668TotalAmt
Program Services$8,304ProgramServicesAmt
Management And General$10,113ManagementAndGeneralAmt
Fundraising$91,251FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$127,118TotalAmt
Program Services$113,269ProgramServicesAmt
Management And General$1,221ManagementAndGeneralAmt
Fundraising$12,628FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$226,841TotalAmt
Program Services$191,695ProgramServicesAmt
Management And General$14,070ManagementAndGeneralAmt
Fundraising$21,076FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$114,089TotalAmt
Program Services$76,379ProgramServicesAmt
Management And General$16,633ManagementAndGeneralAmt
Fundraising$21,077FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$103,418TotalAmt
Program Services$78,307ProgramServicesAmt
Management And General$4,829ManagementAndGeneralAmt
Fundraising$20,282FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$68,146TotalAmt
Program Services$47,816ProgramServicesAmt
Management And General$6,650ManagementAndGeneralAmt
Fundraising$13,680FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,657TotalAmt
Program Services$6,657ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$261,129TotalAmt
Program Services$193,236ProgramServicesAmt
Management And General$13,056ManagementAndGeneralAmt
Fundraising$54,837FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,377TotalAmt
Program Services$20,999ProgramServicesAmt
Management And General$1,419ManagementAndGeneralAmt
Fundraising$5,959FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXHIBITIONS/COLLECTIONS$127,310$127,310$0$0
HOSPITALITY$77,350$41,810$11,247$24,293
CLEANING & MAINTENANCE$66,399$54,647$2,603$9,149
HONORARIUM$57,439$57,439$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$79,569TotalAmt
Program Services$32,703ProgramServicesAmt
Management And General$23,644ManagementAndGeneralAmt
Fundraising$23,222FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,723,697TotalAmt
Program Services$3,159,227ProgramServicesAmt
Management And General$539,834ManagementAndGeneralAmt
Fundraising$1,024,636FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,827BOYAmt
EOY$124,544EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,239,154BOYAmt
EOY$2,693,602EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,850BOYAmt
EOY$138,030EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$102,093BOYAmt
EOY$76,250EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$112,960BOYAmt
EOY$66,251EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,565,841LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,601,107LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,186,080BOYAmt
EOY$1,964,734EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,865,005BOYAmt
EOY$20,879,862EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,947,764BOYAmt
EOY$2,226,906EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,574,733BOYAmt
EOY$28,170,179EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$175,157BOYAmt
EOY$469,651EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,750BOYAmt
EOY$338,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$195,907BOYAmt
EOY$808,351EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,824,127BOYAmt
EOY$3,716,598EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,943,177BOYAmt
EOY$5,873,045EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,611,522BOYAmt
EOY$17,772,185EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,378,826BOYAmt
EOY$27,361,828EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,574,733BOYAmt
EOY$28,170,179EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$743,425ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,251,472NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$11,895OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,025,951CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,072,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,404,145CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,982,955CurrentTaxYearMinus1YearAmt
Current Tax Year$2,483,944CurrentTaxYearAmt
Total$10,969,118TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$215,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,795CurrentTaxYearMinus1YearAmt
Current Tax Year$214,208CurrentTaxYearAmt
Total$1,081,902TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,244,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,289,854CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,619,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,198,750CurrentTaxYearMinus1YearAmt
Current Tax Year$2,698,152CurrentTaxYearAmt
Total$12,051,020TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,295,257SubstantialContributorsTotAmt
Public Support Total170$10,755,763PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$334,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$599,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$565,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$624,490CurrentTaxYearMinus1YearAmt
Current Tax Year$1,438,183CurrentTaxYearAmt
Total$3,562,598TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$6,503CurrentTaxYearMinus1YearAmt
Current Tax Year$9,622CurrentTaxYearAmt
Total$20,331TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$641,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$492,432CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216,598CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$188,221CurrentTaxYearMinus1YearAmt
Current Tax Year$197,141CurrentTaxYearAmt
Total$1,735,902TotalAmt
FieldValueIRS element (for citing)
Total Support$17,369,851TotalSupportAmt
Gross Receipts Rltd Activities$5,547,756GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61920PublicSupportCY170Pct
Public Support PY1700.51650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,967,915BeginningYearBalanceAmt
Contributions$59,768ContributionsAmt
Investment Earnings Or Losses$3,435,368InvestmentEarningsOrLossesAmt
Other Expenditures$887,401OtherExpendituresAmt
End Year Balance$23,575,650EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,045,011BeginningYearBalanceAmt
Contributions$121,483ContributionsAmt
Investment Earnings Or Losses$3,734,495InvestmentEarningsOrLossesAmt
Other Expenditures$933,074OtherExpendituresAmt
End Year Balance$20,967,915EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,198,390BeginningYearBalanceAmt
Contributions$540,000ContributionsAmt
Investment Earnings Or Losses-$791,095InvestmentEarningsOrLossesAmt
Other Expenditures$902,284OtherExpendituresAmt
End Year Balance$18,045,011EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,694,521BeginningYearBalanceAmt
Contributions$711,909ContributionsAmt
Investment Earnings Or Losses$3,634,925InvestmentEarningsOrLossesAmt
Other Expenditures$842,965OtherExpendituresAmt
End Year Balance$19,198,390EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,153,549BeginningYearBalanceAmt
Contributions$1,183,725ContributionsAmt
Investment Earnings Or Losses$1,075,342InvestmentEarningsOrLossesAmt
Other Expenditures$718,095OtherExpendituresAmt
End Year Balance$15,694,521EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07220BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74960PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17820TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,086,595OtherCostOrOtherBasisAmt
Depreciation$5,212,728DepreciationAmt
Book Value$1,873,867BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$419,860OtherCostOrOtherBasisAmt
Depreciation$328,993DepreciationAmt
Book Value$90,867BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,386OtherCostOrOtherBasisAmt
Depreciation$59,386DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,964,734TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINTEREST IN LIMITED PARTNERSHIPSDesc
Book Value$2,226,906BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,226,906TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,381,007TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,251,472NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$98,362DonatedServicesAndUseFcltsAmt
Other Revenue$576,186OtherRevenueAmt
Revenue Not Reported$2,926,020RevenueNotReportedAmt
Revenue Subtotal$5,454,987RevenueSubtotalAmt
Other Revenues Not Included$12,135OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$12,135RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,467,122TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,398,005TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$98,362DonatedServicesUseFcltsAmt
Other Expenses Included$576,186OtherExpensesIncludedAmt
Expenses Not Reported$674,548ExpensesNotReportedAmt
Expenses Subtotal$4,723,457ExpensesSubtotalAmt
Other Expenses Not Included$240OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$240ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,723,697TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE TOWN OF GREENWICH, CONNECTICUT OWNS THE ENTIRE MUSEUM COLLECTION. THE ORGANIZATION OPERATES THE FACILITY AND ORGANIZES THE EXHIBITS PER AN AGREEMENT WITH THE TOWN OF GREENWICH. THE ORGANIZATION PROVIDES SECURITY FOR THE COLLECTION. IT ALSO PERFORMS RESTORATION AND PRESERVATION OF COLLECTION AS NEEDED TO MAINTAIN THE COLLECTION FOR EXHIBITION.
PART X, LINE 2:BMI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT BMI HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. FOR INFORMATION RETURNS, BMI IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JULY 1, 2011. BMI IS SUBJECT TO TAX EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR UNRELATED BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2011 THROUGH JUNE 30, 2014.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS DIRECT EXPENSES 423,434. COST OF GOODS SOLD 152,752.
PART XI, LINE 4B - OTHER ADJUSTMENTS:UNRELATED BUSINESS INCOME FROM PASS-THROUGH ENTITIES 12,135.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS DIRECT EXPENSES 423,434. COST OF GOODS SOLD 152,752.
PART XII, LINE 4B - OTHER ADJUSTMENTS:UNRELATED BUSINESS EXPENSES FROM PASS-THROUGH ENTITIES 240.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1RENAISSANCE BALLNameOfEvent1Amt
Gross Receipts Event1$774,546GrossReceiptsEvent1Amt
Charitable Contri Event1$437,590CharitableContriEvent1Amt
Gross Revenue Event1$336,956GrossRevenueEvent1Amt
Rent Facility Costs Event1$36,460RentFacilityCostsEvent1Amt
Food And Beverage Event1$63,751FoodAndBeverageEvent1Amt
Entertainment Event1$18,500EntertainmentEvent1Amt
Other Direct Expenses Event1$105,319OtherDirectExpensesEvent1Amt
Name Of Event2DIMENSIONS IN DININGNameOfEvent2Amt
Gross Receipts Event2$192,764GrossReceiptsEvent2Amt
Charitable Contri Event2$79,039CharitableContriEvent2Amt
Gross Revenue Event2$113,725GrossRevenueEvent2Amt
Food And Beverage Event2$67,665FoodAndBeverageEvent2Amt
Entertainment Event2$21,770EntertainmentEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$277,463GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$119,744CharitableContriOtherEventsAmt
Gross Revenue Other Events$157,719GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$34,999RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$36,184FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,787EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$36,999OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,244,773GrossReceiptsTotalAmt
Charitable Contributions Tot$636,373CharitableContributionsTotAmt
Gross Revenue Total Events$608,400GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$71,459RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$167,600FoodAndBeverageTotalEventsAmt
Entertainment Total Events$42,057EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$142,318OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$423,434DirectExpenseSummaryEventsAmt
Net Income Summary$184,966NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPETER SUTTONPersonNm
TitleEXECUTIVE DIRECTOR/CEOTitleTxt
Base Compensation Filing Org$236,759BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$12,207DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$8,112NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$257,078TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$120,368NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IV, LINE 8THE TOWN OF GREENWICH, CONNECTICUT OWNS THE ENTIRE MUSEUM COLLECTION. THE ORGANIZATION OPERATES THE FACILITY AND ORGANIZES THE EXHIBITS PER AN AGREEMENT WITH THE TOWN OF GREENWICH. THE ORGANIZATION PROVIDES SECURITY FOR THE COLLECTION. IT ALSO PERFORMS RESTORATION AND PRESERVATION OF COLLECTION AS NEEDED TO MAINTAIN THE COLLECTION FOR EXHIBITION.
FORM 990, PART VI, SECTION A, LINE 6BRUCE MUSEUM, INC. CAN HAVE THE FOLLOWING CLASSES OF MEMBERSHIP AS THE BOARD HAS AUTHORIZED IN THE BY LAWS: A) INDIVIDUAL MEMBERSHIP B) CORPORATE MEMBERSHIP (WHICH MAY INCLUDE A PARTNERSHIP, TRUST OR OTHER LEGAL ENTITY) C) FAMILY MEMBERSHIP D) PATRON MEMBERSHIP E) BENEFACTOR MEMBERSHIP F) ROBERT BRUCE CIRCLE MEMBERSHIP EACH MEMBERSHIP IN GOOD STANDING IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE PERSONS WHO COMPRISE A FAMILY MEMBERSHIP - TOGETHER IS ENTITLED TO ONE VOTE ON EACH MATTER. A MEMBERSHIP MAY VOTE IN PERSON (THROUGH A DULY AUTHORIZED REPRESENTATIVE IN THE CASE OF A CORPORATE MEMBERSHIP) OR BY VALID PROXY. MEMBERS ARE NOT ENTITLED TO RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. THE BOARD MAY, FROM TIME TO TIME, MODIFY OR ELIMINATE CLASSES OF MEMBERSHIP, MAY ESTABLISH OTHER CLASSES OF MEMBERSHIP, AND QUALIFICATIONS AND PRIVILEGES APPLICABLE TO EACH MEMBERSHIP CLASS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE BRUCE MUSEUM, INC. ELECT THE TRUSTEES, OTHER THAN THE EX-OFFICIO TRUSTEES, AT THE ANNUAL MEETING OF THE MEMBERS, BY A MAJORITY VOTE OF THE MEMBERS ENTITLED TO VOTE WHO ARE PRESENT IN PERSON OR BY WRITTEN PROXY.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, COMMENTS, AND APPROVAL BEFORE BEING FILED WITH THE IRS. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS AFTER THE 990 IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CIT HAS BEEN THE DUTY OF THE BOARD TO MONITOR ANY CONFLICTS OF INTEREST THAT MAY ARISE. THE STAFF NOTIFIES THE BOARD IF THERE ARE ANY CONCERNS.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. COMPENSATION IS BASED ON THE EMPLOYEE'S PERFORMANCE AND COMPARABILITY DATA TO THE INDUSTRY STANDARDS. THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE BOARD APPROVES COMPENSATION OF OTHER EMPLOYEES INDIRECTLY THROUGH APPROVAL OF EACH FISCAL YEAR'S BUDGET.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FORM 1023 ARE MADE AVAILABLE FOR PUBLIC VIEWING UPON WRITTEN REQUEST AT BRUCE MUSEUM, INC. HEADQUARTERS LOCATED AT 1 MUSEUM DRIVE, GREENWICH, CONNECTICUT, 06830. FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG, WWW.CHARITYNAVIGATOR.ORG, AND WWW.ERI-NONPROFIT-SALARIES.COM FORM 990 IS ALSO AVAILABLE ON OUR WEBSITE: BRUCEMUSEUM.ORG
FORM 990, PART XI, LINE 9:UNRELATED BUSINESS INCOME FROM PASS-THROUGH ENTITIES -11,895.
FORM 990. PART XI, LINE 2CTHE INDEPENDENT AUDITOR IS SELECTED AFTER A REVIEW AND BIDDING PROCESS CONDUCTED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENT AND MEETS WITH THE INDEPENDENT AUDITORS BEFORE THE AUDIT REPORT AND FINANCIAL STATEMENTS ARE ISSUED. AUDIT FINDINGS, IF ANY, ARE COMMUNICATED TO THE AUDIT COMMITTEE BY THE INDEPENDENT AUDITORS. AUDIT COMMITTEE CONSIDERS THE FINDINGS. AUDIT COMMITTEE RECOMMENDS CORRECTIVE ACTION, IF IN THEIR JUDGEMENT IT IS NEEDED. THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR.