Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
BRUCE MUSEUM INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE MUSEUM DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06830
D Employer identification number

23-7105904
E Telephone number

G Gross receipts $ 11,775,107
F Name and address of principal officer:
ROBERT P WOLTERSTORFF
ONE MUSEUM DRIVE
GREENWICH,CT06830
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BRUCEMUSEUM.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1970
M State of legal domicile: CT
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: BRUCE MUSEUM'S EXHIBITIONS AND EDUCATIONAL PROGRAMS ADVANCE THE UNDERSTANDING OF ART AND SCIENCE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 37
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 37
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 64
6 Total number of volunteers (estimate if necessary) ............. 6 37
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 76,212
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,035,832 7,074,312
9 Program service revenue (Part VIII, line 2g) ......... 229,375 122,327
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,301,455 816,155
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -26,545 108,682
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 7,540,117 8,121,476
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,292,095 3,376,081
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 120,000 120,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,362,539    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,719,245 1,637,476
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,131,340 5,133,557
19 Revenue less expenses. Subtract line 18 from line 12....... 2,408,777 2,987,919
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 38,065,855 42,027,905
21 Total liabilities (Part X, line 26)............. 548,580 1,733,193
22 Net assets or fund balances. Subtract line 21 from line 20..... 37,517,275 40,294,712
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE BRUCE MUSEUM PROMOTES THE UNDERSTANDING AND APPRECIATION OF ART AND SCIENCE TO ENRICH THE LIVES OF ALL PEOPLE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,359,011 including grants of $   ) (Revenue $ 135,456 )
THE BRUCE MUSEUM OFFERED A VARIETY ART AND SCIENCE EXHIBITIONS IN 2019-2020 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. SEE SCHEDULE O FOR A LIST OF THE EXHIBITIONS THAT TOOK PLACE IN 2019-2020.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet3,359,011
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
21
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
64
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
37
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
37
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBILL FERENCETHE BRUCE MUSEUM ONE MUSEUM DRIVE   GREENWICH,CT06830 (203) 413-7525
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PETER SUTTON......................................................................
FORMER EXECUTIVE DIRECTOR/CEO
0.00
.................
 
          X 210,384 0 13,021
(2) SUZANNE LIO......................................................................
MANAGING DIRECTOR
35.00
.................
 
        X   143,705 0 31,800
(3) WILLIAM F FERENCE......................................................................
DIRECTOR OF FINANCE/CFO
35.00
.................
 
    X       135,416 0 31,732
(4) DANIEL KSEPKA......................................................................
CURATOR OF SCIENCE
35.00
.................
 
        X   101,389 0 35,521
(5) ROBERT WOLTERSTORFF......................................................................
EXECUTIVE DIRECTOR/CEO
35.00
.................
 
    X       134,777 0 3,231
(6) WHITNEY ROSENBERG......................................................................
DIRECTOR OF DEVELOPMENT
35.00
.................
 
        X   127,962 0 7,301
(7) ANNE VON STUELPNAGEL......................................................................
DIRECTOR OF EXHIBITIONS
35.00
.................
 
        X   118,166 0 8,247
(8) JAMES B LOCKHART III......................................................................
CHAIRMAN OF BOARD
7.50
.................
 
X   X       0 0 0
(9) AUNDREA B AMINE......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(10) SIMONE MCENTIRE......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(11) HEIDI B SMITH......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(12) PATRICIA W CHADWICK......................................................................
TREASURER
1.00
.................
 
X   X       0 0 0
(13) WILLIAM DEUTSCH......................................................................
SECRETARY
1.00
.................
 
X   X       0 0 0
(14) SUE MORETTI BODSON......................................................................
TRUSTEE
1.00
.................
 
X           0 0 0
(15) ALLISON BRANT......................................................................
TRUSTEE
1.00
.................
 
X           0 0 0
(16) THOMAS BYRNE......................................................................
TRUSTEE
1.00
.................
 
X           0 0 0
(17) FRED CAMILLO......................................................................
TRUSTEE
1.00
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARYANN KELLER CHAI........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(19) VICKI NETTER FIZGERALD........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(20) ELLEN A FLANAGAN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(21) REBECCA GILLAN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(22) LUCILE GLASEBROOK........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(23) SACHIKO GOODMAN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(24) TRACY BISHOP HOLTON........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(25) JOHN IPPOLITO........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(26) MICHAEL KOVNER........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(27) PAMELA LAWRENCE........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(28) KAMIE LIGHTBURN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(29) SUSAN E LYNCH........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(30) MICHAEL MASON........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(31) KATHLEEN L METINKO........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(32) DEANNA MULLIGAN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(33) JULIA B NUSSEIBEH........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(34) JILL OBERLANDER........................................................................
TRUSTEE (THRU 11/2019)
1.00
.......................  
X           0 0 0
(35) CANDACE PROCACCINI........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(36) CHARLES M ROYCE........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(37) LAURIE RUBIN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(38) BETSY RUPRECHT........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(39) DEBORAH SIMON........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(40) JUDITH K STEIN MD........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(41) PETER TESEI........................................................................
TRUSTEE (THRU 12/2019)
1.00
.......................  
X           0 0 0
(42) ANN VASSILIOU........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(43) JACQUELINE WALKER........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(44) SUE ANNE WEINBERG........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(45) DAVID YUDAIN........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
(46) MARTHA R ZOUBEK........................................................................
TRUSTEE
1.00
.......................  
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 971,799 0 130,853
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet7
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
TURNER CONSTRUCTION

50 WATERVIEW DRIVE SUITE 220
SHELTON,CT06484
GALLERY RENOVATION 881,246
ESKEW DUMEZ RIPPLE

ONE CANAL PLACE SUITE 3150
NEW ORLEANS,LA70130
BUILDING DESIGN AND PLANNING 367,535
NST SYSTEMS INC

750 EAST MAIN STREET 8TH FLOOR
STAMFORD,CT06902
IT MANAGEMENT 140,724
BARBARA J TAVROW

300 EAST 75TH STREET APT 23B
NEW YORK,NY10021
FUNDRAISING SERVICES 120,606
METCALFE ARCHITECTURE & DESIGN

211 N 13TH STREET
PHILADELPHIA,PA19107
NATURAL HISTORY EXHIBIT DESIGN 108,521
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 443,925
c Fundraising events..1c 21,281
d Related organizations1d  
e Government grants (contributions)1e 960,867
f All other contributions, gifts, grants, and similar amounts not included above1f 5,648,239
g Noncash contributions included in lines 1a - 1f:$ 1g 780,239
h Total. Add lines 1a-1f.......MediumBullet 7,074,312
 Program Service RevenueAmt Business Code
2a ADMISSIONS 712100 77,249 77,249    
b WORKSHOP/PROGRAM FEES 611710 45,078 45,078    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 122,327
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 897,022   1,805 895,217
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   31,867 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   31,867 6c
d Net rental income or (loss).......MediumBullet 31,867     31,867
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   3,480,219 7a
b Less: cost or other basis and sales expenses   3,561,086 7b
c Gain or (loss)   -80,867 7c
d Net gain or (loss).........MediumBullet -80,867   9,497 -90,364
8a Gross income from fundraising events (not including $ 21,281of contributions reported on line 1c). See Part IV, line 18 ....
8a 4,897
b Less: direct expenses ... 8b 6,121
c Net income or (loss) from fundraising events..MediumBullet -1,224   -1,224
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 164,463
b Less: cost of goods sold .. 10b 86,424
c Net income or (loss) from sales of inventory..MediumBullet 78,039 13,129 64,910  
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 8,121,476 135,456 76,212 835,496
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 531,106 352,909 37,047 141,150
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 2,149,224 1,428,113 149,920 571,191
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 93,409 62,068 6,516 24,825
9 Other employee benefits ....... 380,722 252,982 26,557 101,183
10 Payroll taxes ........... 221,620 147,262 15,459 58,899
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,795 445 325 3,025
c Accounting ........... 47,510 22,111 15,955 9,444
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 120,000 120,000
f Investment management fees ...... 41,842   41,842  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 123,375 65,813 13,772 43,790
12 Advertising and promotion .... 60,933 47,248 1,823 11,862
13 Office expenses ....... 374,106 263,280 27,890 82,936
14 Information technology ...... 139,581 97,511 25,943 16,127
15 Royalties ..        
16 Occupancy ........... 98,037 72,557 16,987 8,493
17 Travel ............ 134,274 92,550 1,415 40,309
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 5,938 5,938    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 273,685 202,882 12,672 58,131
23 Insurance ... 31,623 9,096 6,673 15,854
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EXHIBITIONS/COLLECTIONS 136,536 136,536    
b HOSPITALITY 93,587 42,665 2,067 48,855
c CLEANING & MAINTENANCE 45,400 31,795 9,039 4,566
d HONORARIUM 18,952 18,933   19
e All other expenses 8,302 6,317 105 1,880
25 Total functional expenses. Add lines 1 through 24e 5,133,557 3,359,011 412,007 1,362,539
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 146,510 1 87,564
2 Savings and temporary cash investments ......... 4,606,404 2 5,686,865
3 Pledges and grants receivable, net ...... 1,210,119 3 1,203,675
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 43,272 8 54,902
9 Prepaid expenses and deferred charges ...... 164,938 9 153,274
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 10,547,207
b Less: accumulated depreciation 10b 7,045,918 1,631,294 10c 3,501,289
11 Investments—publicly traded securities . 21,555,619 11 21,422,577
12 Investments—other securities. See Part IV, line 11 ..... 3,729,567 12 3,725,254
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 4,978,132 15 6,192,505
16 Total assets. Add lines 1 through 15 (must equal line 33)... 38,065,855 16 42,027,905
Liabilities 17 Accounts payable and accrued expenses ..... 415,545 17 1,027,920
18 Grants payable ...   18  
19 Deferred revenue ......... 133,035 19 167,673
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 0 25 537,600
26 Total liabilities. Add lines 17 through 25.. 548,580 26 1,733,193
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 2,847,939 27 4,715,212
28 Net assets with donor restrictions ........... 34,669,336 28 35,579,500
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 37,517,275 32 40,294,712
33 Total liabilities and net assets/fund balances ........ 38,065,855 33 42,027,905
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
8,121,476
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,133,557
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,987,919
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
37,517,275
5
Net unrealized gains (losses) on investments ...............
5
-322,884
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
112,402
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
40,294,712
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 6,547,969 4,825,751 5,945,488 6,035,832 7,074,312 30,429,352
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 207,624 207,624 209,055 246,652 259,662 1,130,617
4 Total. Add lines 1 through 3 6,755,593 5,033,375 6,154,543 6,282,484 7,333,974 31,559,969
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 639,021
6 Public support. Subtract line 5 from line 4. 30,920,948
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 6,755,593 5,033,375 6,154,543 6,282,484 7,333,974 31,559,969
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,258,526 909,317 988,343 724,615 927,084 4,807,885
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 36,367,854
12
12
1,846,877
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
85.020 %
15
15
78.970 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
BRUCE MUSEUM INC
 
Employer identification number
23-7105904
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 25,068,891 25,009,574 23,724,196 21,886,468 23,074,738
b Contributions ... 166,600 207,275 629,163 785,372 414,940
c Net investment earnings, gains, and losses 231,657 967,411 2,094,019 2,428,976 -546,502
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,162,464 1,115,369 1,437,804 1,376,620 1,056,708
f Administrative expenses ....          
g End of year balance ...... 24,304,684 25,068,891 25,009,574 23,724,196 21,886,468
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet4.100 %
b
Permanent endowment SchDMd Bullet83.000 %
c
Term endowment SchDMd Bullet12.900 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   9,999,934 6,557,496 3,442,438
d Equipment ....   487,887 429,036 58,851
e Other .....   59,386 59,386 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,501,289
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) ALTERNATIVE INVESTMENTS
3,725,254 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 3,725,254
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)MUSEUM EXPANSION COSTS 6,192,505
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 6,192,505
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 537,600
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 7,996,023
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -322,884
b Donated services and use of facilities ......... 2b 34,326
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 204,947
e Add lines 2a through 2d ..................... 2e -83,611
3 Subtract line 2e from line 1.................. 3 8,079,634
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 41,842
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 41,842
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 8,121,476
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,218,586
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 34,326
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 92,545
e Add lines 2a through 2d.................... 2e 126,871
3 Subtract line 2e from line 1................... 3 5,091,715
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 41,842
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 41,842
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,133,557
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART III, LINE 4: THE TOWN OF GREENWICH, CONNECTICUT OWNS THE ENTIRE MUSEUM COLLECTION. THE ORGANIZATION OPERATES THE FACILITY AND MAINTAINS THE EXHIBITS PER AN AGREEMENT WITH THE TOWN OF GREENWICH. THE ORGANIZATION PROVIDES SECURITY FOR THE COLLECTION AND RESTORATION AND PRESERVATION AS NEEDED TO MAINTAIN THE COLLECTION FOR EXHIBITION.
PART V, LINE 4: THE BRUCE MUSEUM MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR THE BRUCE MUSEUM'S MISSION AND CHARITABLE PROGRAMS.
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 YEARS ENDING JUNE 30, 2017.
PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 6,121. COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 86,424. RECOVERY OF UNCOLLECTIBLE PLEDGES REPORT ON PART IX, LINE 9 112,402.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES REPORTED ON PART VIII, LINE 8B 6,121. COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 86,424.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
BJ TAVROW CONSULTING
300 EAST 75TH STREET SUITE 23B
 
NEW YORK, NY10021
CAPITAL CAMPAIGN DEVELOPMENT   No 3,600,000 120,000 3,480,000
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 3,600,000 120,000 3,480,000
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CT
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

NIGHT AT THE MUSEUM
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

26,178

 

 

26,178

2

Less: Contributions . . . .

21,281

 

 

21,281
3 Gross income (line 1 minus
line 2) . . . . . .

4,897

 

 

4,897



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 964     964
8 Entertainment . . . .        
9 Other direct expenses . . . 5,157     5,157
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 6,121
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -1,224
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEMENT PROVIDES FOR THE PAYMENT OF FEES FOR SERVICE IN THE AMOUNT OF $120,000. THIS AMOUNT DOES NOT INCLUDE OUT-OF-POCKET EXPESNES FOR MATERIALS AND TRAVEL, WHICH PER THE AGREEMENT MUST BE APPROVED BY THE ORGANIZATION AND ARE SEPARATELY BILLED.
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1PETER SUTTON
FORMER EXECUTIVE DIRECTOR/CEO
(i)

(ii)
128,114
-------------
0
0
-------------
0
82,270
-------------
0
10,538
-------------
0
2,483
-------------
0
223,405
-------------
0
82,270
-------------
0
2SUZANNE LIO
MANAGING DIRECTOR
(i)

(ii)
118,705
-------------
0
25,000
-------------
0
0
-------------
0
7,235
-------------
0
24,565
-------------
0
175,505
-------------
0
0
-------------
0
3WILLIAM F FERENCE
DIRECTOR OF FINANCE/CFO
(i)

(ii)
135,416
-------------
0
0
-------------
0
0
-------------
0
7,068
-------------
0
24,664
-------------
0
167,148
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4A PETER SUTTON, FORMER EXECUTIVE DIRECTOR/CEO, RECEIVED A $82,270 SEVERANCE PAYMENT AS REPORTED IN PART II, COLUMN B(III).
PART I, LINE 7 SUZANNE LIO, MANAGING DIRECTOR, RECEIVED A $25,000 DISCRETIONARY BONUS AS REPORTED IN PART II, COLUMN B(II).
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 13 0  
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 14 780,239 AVG. SELLING PRICE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
1
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS.
PART I, LINE 33: VARIOUS COLLECTION ITEMS WERE DONATED TO THE MUSEUM, WHICH IS OWNED BY THE TOWN, DURNG THE TAX YEAR. TITLE TO ALL OBJECTS IN THE COLLECTIONS OF THE MUSEUM, AND ALL ADDITIONS THERETO, IS VESTED EXCLUSIVELY IN THE TOWN AND IS HELD IN PUBLIC TRUST. ACCORDINGLY, THE MUSEUM DID NOT REPORT INCOME FROM THE DONATIONS OF OBJECTS TO THE MUSEUM'S COLLECTION ON THE FORM 990, PART VIII.
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
BRUCE MUSEUM INC
 
Employer identification number

23-7105904
Return Reference Explanation
FORM 990, PART III, LINE 4A SUMMER WITH THE AVERYS [MILTON | SALLY | MARCH] MAY 11, 2019 - SEPTEMBER 1, 2019 ON MAY 11, 2019, THE BRUCE MUSEUM OPENED SUMMER WITH THE AVERYS [MILTON | SALLY | MARCH]. FEATURING LANDSCAPES, SEASCAPES, BEACH SCENES, AND FIGURAL COMPOSITIONSAS WELL AS RARELY SEEN TRAVEL SKETCHBOOKSTHE EXHIBITION TOOK AN INNOVATIVE APPROACH TO THE SUPERB WORK PRODUCED BY THE AVERY FAMILY. ALONG WITH CANONICAL PAINTINGS BY MILTON AVERY, THE SHOW OFFERED A UNIQUE OPPORTUNITY TO BECOME ACQUAINTED WITH THE REMARKABLE ART CREATED BY AVERY'S WIFE SALLY AND THEIR DAUGHTER MARCH. ORGANIZED BY KENNETH E. SILVER, SILVER PROFESSOR OF ART HISTORY AT NEW YORK UNIVERSITY AND BRUCE MUSEUM ADJUNCT CURATOR OF ART, ASSISTED BY STEPHANIE GUYET, BRUCE MUSEUM ZVI GRUNBERG FELLOW, 2018-19, THE EXHIBITION WAS ACCOMPANIED BY A SCHOLARLY CATALOGUE, FEATURING FULL-COLOR ILLUSTRATIONS OF ALL THE WORKS IN THE SHOW. EDUCATIONAL PROGRAMMING INCLUDED LECTURES AND AN AUDIO GUIDE. ASSEMBLING ART: WORKS BY VIN GIULIANI AUGUST 3, 2019 - SEPTEMBER 15, 2019 ASSEMBLING ART: WORKS BY VIN GIULIANI DISPLAYED THE CREATIONS OF GREENWICH NATIVE VINCENT "VIN" GIULIANI, WHO TRANSFORMED SCRAP WOOD, TRINKETS, AND A COLORFUL VARIETY OF FOUND OBJECTS INTO ARTISTIC ASSEMBLAGES THAT REPRESENT EVERYTHING FROM KITSCHY AMERICANA TO QUESTIONS ABOUT THE HUMAN PSYCHE. INSPIRED BY POP ART'S MOCKERY OF AMERICAN CONSUMERISM, GIULIANI COMBINED EVERYDAY OBJECTS TO ILLUSTRATE ECONOMIC, SOCIAL, AND POLITICAL ISSUES OF THE 1960S AND 1970S. VIN GIULIANI GREW UP IN GREENWICH, CT, WITH HIS BROTHER JOHN AND HIS PARENTS AMALIA AND NICOLA. THEY LIVED AT 353 GREENWICH AVENUE WHERE HIS FATHER RAN A SHOE REPAIR SHOP. GIULIANI ATTENDED GREENWICH HIGH SCHOOL, WHERE HE WAS AN AVID ART STUDENT AND CONTRIBUTOR TO THE SCHOOL'S YEARBOOK. AFTER GRADUATING IN 1948, GIULIANI STUDIED ART AT THE PRATT INSTITUTE IN NEW YORK. HE CONTINUED TO LIVE IN GREENWICH AND WORKED AS A GRAPHIC DESIGNER WHILE DEVELOPING HIS SIGNATURE STYLE OF ASSEMBLAGE ART. THE WORKS ON VIEW IN THE BANTLE LECTURE GALLERY WERE DONATED TO THE MUSEUM'S PERMANENT ART COLLECTION BY THE GIULIANI FAMILY AND INCLUDE A NUMBER OF DRAWINGS ON SKETCH PAPER. PRECISE RENDERINGS OF ELEMENTS THAT APPEAR IN HIS ASSEMBLAGES, THE IMAGES APPEAR MORE LIKE BLUEPRINTS THAN SKETCHES. THE DRAWINGS DEMONSTRATE HOW THE DESIGN AND REVISION PROCESS WORKED FOR GIULIANI AS WELL AS HIS TALENT AS A GRAPHIC ARTIST. THIS EXHIBITION ALSO FEATURED A FAMILY-FRIENDLY ART ASSEMBLY ZONE. USING FOUND OBJECTS PROVIDED BY THE MUSEUM, PARTICIPANTS OF ALL AGES CREATED UNIQUE PIECES INSPIRED BY GIULIANI'S WORK AND BY THEIR OWN EXPERIENCES AND IMAGINATIONS. GALLERY HAPPENING: DRAWING ON THE GALLERY WALLS ONLINE PRESENTATION SEPTEMBER 8, 2019 - JANUARY 9, 2020 BRUCE CONSTRUCKS AND THE PUBLIC CELEBRATION OF THE CAMPAIGN FOR THE NEW BRUCE ON SEPTEMBER 8, PROVIDED A UNIQUE OPPORTUNITY FOR THE COMMUNITY TO PAINT ON THE GALLERY WALLS. "ALLOWING VISITORS TO CREATE WAS THE BEST," A MUSEUM GUEST DEFINITIVELY EXPRESSED. BRUCE MUSEUM STAFF WERE AWED BY THE COLLECTIVE CREATIVITY LEFT ON DISPLAY THROUGH JANUARY OF 2020. BRUCE CONSTRUCKS, THE SPIRITED LAUNCH OF THE PUBLIC PHASE OF THE CAMPAIGN FOR THE NEW BRUCE, ATTRACTED WELL OVER 1,000 MUSEUM MEMBERS AND SUPPORTERS FROM THROUGHOUT THE COMMUNITY ON SEPTEMBER 8. THANK YOU TO ALL WHO ATTENDED AND TO OUR GENEROUS FRIENDS AND NEIGHBORS FOR HELPING CELEBRATE THIS MOMENTOUS OCCASION! THIS FUN AFTERNOON OF FREE, FAMILY-ORIENTED ACTIVITIES INCLUDED THE RARE CHANCE TO DRAW ON THE MUSEUM'S GALLERY WALLS BEFORE THE START OF RENOVATION WORK. THE EVENT ALSO SERVED AS AN OPPORTUNITY FOR BRUCE STAFF AND CAMPAIGN LEADERS TO THANK SUPPORTERS OF THE NEW BRUCE AND INVITE THE ENTIRE COMMUNITY TO JOIN THESE BENEFACTORS IN REIMAGINING THE BRUCE MUSEUM. CONTEMPORARY ARTISTS/TRADITIONAL FORMS: CHINESE BRUSHWORK SEPTEMBER 28, 2019 - DECEMBER 8, 2019 CONTEMPORARY ARTISTS/TRADITIONAL FORMS: CHINESE BRUSHWORK FEATURED THE U.S. DEBUT OF 15 PIECES OF CONTEMPORARY CHINESE BRUSHWORK GIFTED TO THE TOWN OF GREENWICH AS PART OF THE 2019 U.S.-CHINA ART AND CULTURE EXCHANGE. THE EXHIBITION INTRODUCED VISITORS TO THE BASIC TOOLS AND CONCEPTS THAT INFORM THESE WORKS OF ART AND PRESENTS THESE PIECES IN THEIR HISTORICAL AND PRESENT-DAY CONTEXTS. ALSO KNOWN AS WATER-PAINTING, BRUSHWORK HAS A LONG AND ILLUSTRIOUS HISTORY IN CHINA. THE ART FORM DEVELOPED DIRECTLY FROM THE PRACTICE OF CALLIGRAPHY, OR "BEAUTIFUL WRITING," SOMETIME DURING THE HAN DYNASTY (220-589 AD). TRADITIONALLY, BRUSHWORK WAS NOT PRACTICED BY PROFESSIONAL ARTISTS BUT BY AMATEURS COLLOQUIALLY KNOWN AS SCHOLAR ARTISTS, WHO PRIDED THEMSELVES ON THEIR MASTERY OF CALLIGRAPHY AND INCORPORATED PAINTING INTO THEIR POEMS. TODAY THE LEGACY OF THE SCHOLAR ARTIST LIVES ON IN CHINA AND IN THE CREATION OF THESE CONTEMPORARY WORKS OF ART. COLLECTING REIMAGINED: A 2D CURIOSITY CABINET DECEMBER 14, 2019 - MARCH 29, 2020 THE PRACTICE OF COLLECTING OBJECTS AND PUTTING THEM ON DISPLAY IN CABINETS OF CURIOSITIES REACHED ITS PEAK AMONG EUROPEAN COLLECTORS, SCIENTISTS, AND ROYALTY DURING THE 16TH AND 17TH CENTURIES. THE PURPOSES OF THESE ROOMS VARIED, FROM SHOWCASING PRIZED POSSESSIONS TO SERVING AS EDUCATIONAL TOOLS. SOME CABINET OWNERS EVEN ASPIRED TO THE METAPHYSICAL IN THEIR DESIRE TO CREATE A MICROCOSM OF THE UNIVERSE THROUGH THEIR COLLECTIONS. ON VIEW DECEMBER 14, 2019 THROUGH MARCH 29, 2020, COLLECTING REIMAGINED: A 2D CURIOSITY CABINET WAS CURATED BY H.S. MILLER, THE MUSEUM'S ZVI GRUNBERG RESIDENT FELLOW 2019-20. THE EXHIBITION WAS BASED ON A CHAPTER OF THE MASTER'S DISSERTATION MILLER COMPLETED WHILE STUDYING AT THE UNIVERSITY OF EDINBURGH IN SCOTLAND. DRAWING INSPIRATION FROM THESE CABINETS ON PAPER, THIS EXHIBITION USES PRINTED WORKS, PHOTOGRAPHS, MEDALS, TEXTILES, AND SCRIMSHAW FROM THE BRUCE MUSEUM COLLECTIONS TO CREATE A CABINET FILLED WITH TWO-DIMENSIONAL DEPICTIONS OF TYPICAL THREE-DIMENSIONAL CABINET OBJECTS. ON THE EDGE OF THE WORLD: MASTERWORKS BY LAURITS ANDERSEN RING FROM SMKTHE NATIONAL GALLERY OF DENMARK FEBRUARY 1, 2020 - AUGUST 9, 2020 FOLLOWING AN EXTENSIVE, FIVE-MONTH-LONG RENOVATION OF ITS CHANGING GALLERY SPACES, THE BRUCE MUSEUM WAS PLEASED TO PRESENT A MAJOR NEW INTERNATIONAL EXHIBITION, ON THE EDGE OF THE WORLD: MASTERWORKS BY LAURITS ANDERSEN RING FROM SMKTHE NATIONAL GALLERY OF DENMARK. INITIATED BY THE AMERICAN FRIENDS OF STATENS MUSEUM FOR KUNST, THE NATIONAL GALLERY OF DENMARK, THE EXHIBITION OPENED ON SATURDAY, FEBRUARY 1, 2020, AND WAS ON VIEW IN THE MUSEUM'S NEWLY EXPANDED MAIN ART GALLERY THROUGH SUNDAY, AUGUST 9, 2020. L.A. RING (1854-1933), A REALIST AND SYMBOLIST PAINTER, IS CONSIDERED ONE OF THE MOST IMPORTANT FIGURES IN DANISH ART. THE NATIONAL GALLERY OF DENMARK HOLDS THE LARGEST COLLECTION OF RING'S PAINTINGS AND DRAWINGS IN THE WORLD; ON THE EDGE OF THE WORLD SHOWCASED 25 OF THE MOST IMPORTANT PIECES THAT REPRESENT THE KEY THEMES AND SHEER VARIETY AND COMPLEXITY OF HIS OEUVRE. THE EXHIBITION TRAVELED TO ONLY TWO U.S. VENUES. THE BRUCE MUSEUM WAS THE ONLY VENUE ON THE EAST COAST. THROUGH HIS ART, RING DESCRIBED A TIME OF GREAT UPHEAVAL IN DENMARK. THE PROCESSES OF INDUSTRIALIZATION CAUSED MAJOR CHANGES TO THE LABOR MARKET; NEW ENTERPRISES FLOURISHED, AND PEOPLE MOVED FROM THE COUNTRY TO THE CITIES. DENMARK WAS ON THE WAY TO BECOMING A MODERN SOCIETY. ALTHOUGH L.A. RING LIVED IN DENMARK ALL HIS LIFE, HIS WORKS DISPLAY CERTAIN PARALLELS TO THE LANDSCAPES OF AMERICAN REALISM AND NATURALISM. AND JUST AS L.A. RING WAS KEENLY INTERESTED IN HOW INDIVIDUAL MAN HANDLED THE EXISTENTIAL CHALLENGES ARISING AS A RESULT OF THE MODERN BREAKTHROUGH, SO TOO WERE MANY AMERICAN ARTISTS OF THE TIME. POISED BETWEEN REALISM AND SYMBOLISM, L.A. RING'S ART EXPLORES MANKIND'S INNER LIFE, WHICH FOR HIM WAS OFTEN INFUSED BY DEPRESSIVE IDEAS AND MELANCHOLY MOODS. DEATH AND THE PASSING OF ALL THINGS IS A RECURRING THEME IN HIS ART INCLUDING HIS MANY ZEALAND LANDSCAPES, WHICH COME TO FORM PERSONAL, DENSELY ATMOSPHERIC LANDSCAPES OF THE SOUL. HOWEVER, OTHER THEMES OF CLOSENESS AND INTIMACY ALSO FOUND THEIR WAY INTO HIS ART AFTER HE MARRIED THE LOVE OF HIS LIFE IN 1896: SIGRID, ELDEST DAUGHTER OF MASTER POTTER HERMAN KHLER. BOTH ASPECTS OF RING HIS MELANCHOLY AIR AND HIS JOY IN LIFE WERE REPRESENTED IN THE EXHIBITION, EDGE OF THE WORLD: MASTERWORKS BY LAURITS ANDERSEN RING FROM SMKTHE NATIONAL GALLERY OF DENMARK. THE EXHIBITION APPEALED TO ART LOVERS AS WELL AS AMERICANS IN GENERAL, AS IT PORTRAYS THE LIFE OF MANY EUROPEAN EMIGRANTS SETTLING IN THE U.S. AROUND 1900.
FORM 990, PART III, LINE 4A UNDER THE SKIN FEBRUARY 1, 2020 - NOVEMBER 29, 2020 NATURE IS FULL OF BEAUTY, AT SCALES GREAT AND SMALL. UNDER THE SKIN HIGHLIGHTED A DOZEN RECENT DISCOVERIES THROUGH A COMBINATION OF REMARKABLE IMAGERY AND REAL BIOLOGICAL SPECIMENS. WHILE EACH REPRESENTS A RESEARCH BREAKTHROUGH, THESE STRIKING AND, IN MANY CASES, PRIZE-WINNING IMAGES CAN RIGHTFULLY BE CONSIDERED ART IN THEIR OWN RIGHT. UNDER THE SKIN SAMPLED IMAGES MADE POSSIBLE BY A REMARKABLE ARRAY OF TECHNOLOGIESCT SCANNING, INFRARED CAMERAS, SCANNING ELECTRON MICROSCOPES AND MORETHAT ALLOW SCIENTISTS TO VISUALIZE THE MARVELS OF EVOLUTION THAT LIE BELOW THE SURFACE. ALL OF THE IMAGES PRESENTED IN THE EXHIBITION WERE CAPTURED IN THE LAST FIVE YEARS, THUS REPRESENTING THE CUTTING EDGE OF MODERN IMAGING. MANY SHOWCASED AMAZING DISCOVERIES THAT WERE UNDREAMT OF JUST A DECADE AGO. NATURAL HISTORY SPECIMENS FROM THE BRUCE MUSEUM AND ON LOAN FROM OTHER COLLECTIONS COMPLEMENTED EACH IMAGE AND REINFORCED THE ROLE OF MUSEUMS AS STEWARDS OF NATURAL HISTORY. VISITORS LEARNED HOW WE CAN PEER INTO THE INNER EAR OF A FROG SMALLER THAN A PISTACHIO, COUNT THE UNBORN BABIES INSIDE A PREGNANT TIGER SHARK, AND REVEAL THE AGE OF A TEN-TON DINOSAUR FROM MICROSCOPIC STRUCTURES IN ITS BONES. EXPLORING THE RELATIONSHIP BETWEEN LIGHT AND NATURE, VISITORS DISCOVERED THAT FLYING SQUIRRELS CAN GLOW A FLUORESCENT PINK, PELICAN POUCHES BURST INTO COLOR IN INFRARED, AND MACARONI PENGUINS HAVE INVENTED THEIR OWN SPECIAL BRAND OF THE COLOR YELLOW. BRUCE GOES DIGITAL MARCH 30, 2020 - PRESENT DURING THE CHALLENGING TIMES PRESENTED AS A RESULT OF THE GLOBAL PANDEMIC, THE BRUCE MUSEUM BROUGHT ITS EXHIBITIONS ONLINE FOR THOSE WHO COULD NOT OR WOULD NOT VISIT IN MUSEUM IN PERSON. THE BRUCE CONTINUES TO HOST THESE ONLINE EXHIBITIONS- FREE OF CHARGE - FOR THE ENJOYMENT OF ALL ON THE WEBSITE BRUCEMUSEUM.ORG. - ON THE EDGE OF THE WORLD: MASTERWORKS BY LAURITS ANDERSEN RING FROM SMKTHE NATIONAL GALLERY OF DENMARK - UNDER THE SKIN VIRTUAL EXHIBIT TOUR - HOUSE ON THE HILL: THE CHANGING FACE OF THE BRUCE MUSEUM. TO DATE, THE WEBSITE HAS HAD 2,200 VISITS BY 2,300 UNIQUE VISITORS WITH A COMBINED 10,000 PAGE VIEWS. THE EXHIBITION WAS ABLE TO BE INSTALLED ONSITE AS WELL. ICREATE 2020 JUNE 27, 2020 - AUGUST 2, 2020 EACH YEAR, THE BRUCE MUSEUM SHOWCASES THE ART OF HIGH SCHOOL STUDENTS THROUGHOUT CONNECTICUT, NEW JERSEY, AND NEW YORK IN THE ICREATE EXHIBITION. THIS ANNUAL JURIED COMPETITION, IN ITS 11TH CONSECUTIVE YEAR, FEATURED 55 WORKS OF FINE ART SELECTED FROM MORE THAN 850 SUBMISSIONS, AND 123 HIGH SCHOOLS REPRESENTED. THIS EXHIBITION CENTERED ON AN ARRAY OF WORKS INFUSED WITH THE CREATIVE SPIRIT AND IMPACTFUL VOICES OF BUDDING YOUNG ARTISTS. ICREATE SERVES AS AN OUTLET FOR THESE EMERGING ARTISTS, AMPLIFYING THE SCOPE OF THEIR PIECES' INFLUENCE AND PROVIDING THE COMMUNITY A GLIMPSE INTO LOCAL ARTISTIC POTENTIAL. THE WORKS ARE OF DIVERSE MEDIUMS AND EXPLORE DIFFERENT THEMES RANGING FROM CRITIQUES OF TRADITIONAL SOCIAL CONSTRUCTS TO SHARING TRIBUTES OF FAMILY AND FRIENDS, EXPRESSIONS OF CULTURAL DIVERSITY, COMMUNICATING THE IMPORTANCE OF HEALTH AND WELL-BEING, AND GENDER IDENTITY. EDUCATIONAL PROGRAMS THE BRUCE MUSEUM'S PRIMARY GOAL IS TO EDUCATE OUR VISITORS. THE MUSEUM'S AUDIENCE ENGAGEMENT DEPARTMENT TAILORS EACH LEARNING EXPERIENCE TO MATCH OUR TARGETED AUDIENCE SEGMENTS IN THE COMMUNITY. HIGHLIGHTS FROM THE MUSEUM'S EDUCATIONAL PROGRAMMING AND PLANNING IN 2019-2020 INCLUDE THE FOLLOWING: - THIS YEAR, THE MUSEUM HAD OVER 37,000 VISITOR INTERACTIONS THROUGH EDUCATIONAL PROGRAMS, BOTH IN-PERSON AND DIGITALLY. - YOUTH AND FAMILY PROGRAMS PROVIDE OPPORTUNITIES FOR INTERGENERATIONAL GROUPS TO INTERACT IN AN INFORMAL LEARNING ENVIRONMENT AND CREATE ENRICHING EXPERIENCES OUTSIDE OF A SCHOOL ENVIRONMENT FOR CHILDREN, WITH OR WITHOUT THEIR CAREGIVERS. THE NUMBERS LISTED REFLECT PROGRAM PARTICIPATION THROUGH MARCH 2020, AFTER WHICH THE MUSEUM WAS CLOSED FOR THE COVID-19 PANDEMIC. TOTAL NUMBER OF PEOPLE REACHED THROUGH YOUTH AND FAMILY PROGRAMS: 161 PROGRAMS TAUGHT WITH 2,445 VISITOR INTERACTIONS. - YOUTH AND FAMILY PROGRAMS BEGAN OFFERING FAMILY PROGRAMS ON SATURDAYS AND SUNDAYS DURING FY19/20. PRIOR TO THIS, FAMILY PROGRAMS WERE ONLY OFFERED ON SUNDAYS. THE CHANGE TOOK EFFECT IN SEPTEMBER 2019 FOR BOTH WEEKEND FAMILY PROGRAMS: ART ADVENTURES AND SCIENCE SOLVERS. PROGRAMS WERE OFFERED ON BOTH DAYS OF THE WEEKEND WITH THE SAME PROGRAM BEING OFFERED ON BOTH DAYS. - SCHOOL AND TOUR SERVICES OFFER EDUCATIONAL PROGRAMS AND TOURS BASED ON CHANGING EXHIBITIONS AND OUR PERMANENT EXHIBITION, CHANGES IN OUR LAND, TO SCHOOL AND ADULT GROUPS. SCHOOL PROGRAMS INCLUDE INQUIRY-BASED DISCUSSIONS ABOUT OBJECTS ON VIEW AND REGULARLY INCLUDE A HANDS-ON EXPERIMENT OR ART-MAKING ACTIVITY. ADULT TOURS ARE ALSO INQUIRY-BASED AND PROVIDE AMPLE OPPORTUNITIES FOR VISITORS TO DISCUSS OBJECTS ON EXHIBIT WITH A TRAINED EDUCATOR. THE NUMBERS LISTED BELOW REFLECT PROGRAM PARTICIPATION THROUGH MARCH 2020 AFTER WHICH THE MUSEUM WAS CLOSED FOR THE COVID-19 PANDEMIC. NUMBER OF PEOPLE REACHED THROUGH MUSEUM-BASED PROGRAMS: 380 PROGRAMS TAUGHT WITH 5,760 VISITOR INTERACTIONS. - NEIGHBORHOOD COLLABORATIVE IS A PROGRAM THAT SERVES AT-RISK STUDENTS AND OPERATES UNDER THE RESEARCH-BASED PRINCIPLE THAT MULTIPLE VISITS TO THE MUSEUM ARE MORE BENEFICIAL THAN A SINGLE VISIT. NEIGHBORHOOD COLLABORATIVE IS GENEROUSLY SUPPORTED BY GIFTS FROM INDIVIDUALS AND FOUNDATIONS. THIS FUND ALLOWS THE AUDIENCE ENGAGEMENT DEPARTMENT TO WAIVE PROGRAM FEES AND COVER TRANSPORTATION COSTS FOR QUALIFIED GROUPS. THE NUMBERS LISTED BELOW REFLECT PROGRAM PARTICIPATION THROUGH MARCH 2020 AFTER WHICH THE MUSEUM WAS CLOSED FOR THE COVID-19 PANDEMIC. NUMBER OF PEOPLE REACHED THROUGH NEIGHBORHOOD COLLABORATIVE PROGRAMS: 180 PROGRAMS DELIVERED, EQUALING 2,815 STUDENTS (DUPLICATE COUNT). - AT THE REQUEST OF THE MEDIA COORDINATOR, AND IN COLLABORATION WITH THE LANGUAGE ARTS DEPARTMENT AT CENTRAL MIDDLE SCHOOL, CORINNE FLAX DEVELOPED A SERIES OF PRESENTATIONS THAT FOCUS ON UNDERSTANDING HOW IMAGERY AND MESSAGING IS USED IN ADVERTISING. SPECIFIC TOPICS ADDRESSED IN THESE PROGRAMS WERE GREENWASHING, VIRTUE SIGNALING, MISLEADING ICONOGRAPHY, AND THE PSYCHOLOGY OF MARKETING IN CONNECTION WITH GRAPHIC DESIGN. THESE LESSONS HELPED STUDENTS PREPARE FOR THE FINAL PROJECT, AN EXPLORATION OF THE REPRESENTATION OF RACE AND DIVERSITY IN POPULAR MEDIA. - DURING THIS FISCAL YEAR, THE BRUCE MUSEUM EDUCATORS WORKED WITH 1,246 PARTICIPANTS FROM GREENWICH-BASED SCHOOLS AND ORGANIZATIONS.
FORM 990, PART IV, LINE 8: THE TOWN OF GREENWICH, CONNECTICUT OWNS THE ENTIRE MUSEUM COLLECTION. THE ORGANIZATION OPERATES THE FACILITY AND MAINTAINS THE EXHIBITS PER AN AGREEMENT WITH THE TOWN OF GREENWICH. THE ORGANIZATION PROVIDES SECURITY AND PERFORMS RESTORATION AND PRESERVATION AS NEEDED TO MAINTAIN THE COLLECTION FOR EXHIBITION.
FORM 990, PART VI, SECTION A, LINE 6 BRUCE MUSEUM, INC. HAS VARIOUS CLASSES OF MEMBERSHIP AS AUTHORIZED BY THE BOARD OF TRUSTEES. EACH CLASS IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, INCLUDING THE ELECTION OF TRUSTEES AT THE ANNUAL MEETING OF THE MEMBERS. THE PERSONS WHO COMPRISE A FAMILY MEMBERSHIP ARE ENTITLED TO ONE VOTE ON EACH MATTER. 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.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BRUCE MUSEUM, INC. ELECT THE TRUSTEES, OTHER THAN THE EX-OFFICIO TRUSTEES, AT THE ANNUAL MEETING OF THE MEMBERS, BY A MAJORITY VOTE OF THE MEMBERS ENTITLED TO VOTE WHO ARE PRESENT IN PERSON OR BY WRITTEN PROXY.
FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, COMMENT, AND APPROVAL. ONCE APPROVED BY THE AUDIT COMMITTEE, A COMPLETE COPY OF THE RETURN IS DISTRIBUTED TO THE ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WITHIN ITS CODE OF ETHICS WHICH COVERS THE BOARD OF TRUSTEES AS WELL AS THE ORGANIZATION'S STAFF AND VOLUNTEERS. ALL OFFICERS AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. PER THE TERMS OF THIS POLICY, A TRUSTEE SHOULD NOT VOTE ON, APPROVE, OR RECOMMEND APPROVAL OF A TRANSACTION BETWEEN THE MUSEUM AND THAT TRUSTEE OR IMMEDIATE FAMILY MEMBER, AND SHOULD DISCLOSE ANY POTENTIAL CONFLICT PRIOR TO A VOTE OR OTHER ACTION. IF SUCH TRUSTEE IS PRESENT WHEN A MATTER INVOLVING A POTENTIAL CONFLICT OF INTEREST IS CONSIDERED, HE OR SHE SHOULD LEAVE THE MEETING DURING THAT DISCUSSION AND/OR THE VOTE. ADDITIONALLY, THE POLICY REQUIRES CARE TO BE EXERCISED BY STAFF TO ASSURE THAT NO CONFLICT OR PERCEIVED CONFLICT ARISES BETWEEN THEMSELVES AND THE ORGANIZATION, AND THE STAFF MUST NOT COLLECT FOR THEMSELVES IN COMPETITION WITH THE MUSEUM. CONFLICT OF INTEREST RESTRICTIONS ARE ALSO EXPLAINED TO VOLUNTEERS AND OBSERVED BY THEM. THE CEO AND A COMMITTEE DETERMINE CONFLICTS AND REVIEW THE CONFLICTS ONCE DETERMINED.
FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. COMPENSATION IS BASED ON HIS PERFORMANCE AND COMPARABILITY DATA TO MUSEUM INDUSTRY STANDARDS. THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION APPROVAL IS DOCUMENTED IN A LETTER FROM THE BOARD OF DIRECTORS TO THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THEIR WEBSITE, AS WELL AS GUIDESTAR, CHARITY NAVIGATOR, AND OTHER SIMILAR WEBSITES.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
FORM 990, PART XI, LINE 9: RECOVERY OF UNCOLLECTIBLE PLEDGES 112,402.
FORM 990. PART XI, LINE 2C: THE ORGANIZATION'S PROCESSES FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF ITS AUDITED FINANCIAL STATEMENTS HAVE NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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