2024-10-28T09:49:08-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990PF 2023-01-01 311681603 BROOKFIELD ARTS FOUNDATION INC BROO 6176467418 7 WATER STREET BOSTON MA 02109 DANIEL M ARDITO TREASURER 6036814291 2024-10-28 1 1 ERIN COUTURE P01390592 6177237900 2023 2024-10-15 13:58:12Z X 300471696 X X 541403 541403 541403 2060810 16930488 2060810 0 2602213 2602213 541403 8965 0 0 8965 1636 0 0 1636 8601 0 0 8601 5003 0 0 5003 182181 0 0 182181 43500 0 0 0 637 0 0 637 348755 0 0 348755 599278 0 0 555778 0 0 599278 0 0 555778 2002935 2602213 541403 1657574 1309050 1309050 49815 109851 109851 32137607 34353389 40058244 258826183 258994551 258994551 292671179 294766841 300471696 0 0 X 292671179 294766841 292671179 294766841 292671179 294766841 292671179 2002935 92727 294766841 0 294766841 FIDELITY CONTRAFUND P 2023-12-18 8381838 7607272 774566 774566 FIDELITY LOW PRICED STOCK FUND P 2023-12-18 6670425 7262406 -591981 -591981 CAPITAL GAINS DIVIDENDS P 1878225 1878225 1878225 2060810 0 36171 0 36171 0 36171 20216 0 18000 0 38216 X 1123 922 922 0 0 0 0 0 0 0 0 0 0 0 1 1 MA DE 1 1 0 0 0 1 N/A DANIEL M ARDITO 6036814291 11 KEEWAYDIN DRIVE SUITE 100 SALEM NH 03079 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD C JOHNSON IV 7 WATER STREET BOSTON MA 02109 PRESIDENT/DIRECTOR 1.00 0 0 0 CHRISTOPHER C CURTIS 7 WATER STREET BOSTON MA 02109 DIRECTOR 1.00 0 0 0 TARA CEDERHOLM 11 KEEWAYDIN DRIVE SALEM NH 03079 VICE PRESIDENT 6.00 0 0 0 DANIEL ARDITO 11 KEEWAYDIN DRIVE SALEM NH 03079 TREASURER 1.00 5211 555 274 MELANIE S SOMMER ESQ 11 KEEWAYDIN DRIVE SALEM NH 03079 DIRECTOR/ASST SEC (AS OF 09/2023) 1.00 0 0 0 KEVIN SAUNDERS 7 WATER STREET BOSTON MA 02109 SECRETARY 1.00 3754 525 282 MONICA LEWIS 11 KEEWAYDIN DRIVE SALEM NH 03079 ASSISTANT SECRETARY (THRU 08/2023) 1.00 0 0 0 NONE 0 COOPERATIVE PHILANTHROPIC SERVICES 11 KEEWAYDIN DR STE 100 SALEM NH 03079 PROGRAM ADMINISTRATION 174938 0 BROOKFIELD ARTS FOUNDATION (THE "FOUNDATION") WAS FOUNDED IN 2000 TO ESTABLISH, MAINTAIN AND OPERATE AN EDUCATIONAL ORGANIZATION FOR THE PURPOSE OF IMPROVING POPULAR AND SCHOLARLY UNDERSTANDING OF ART AND THE DECORATIVE ARTS. THE FOUNDATION SEEKS TO PROMOTE RESEARCH INTO TECHNIQUES OF MANUFACTURE, CONSTRUCTION, ORIGINAL USE AND OWNERSHIP PATTERNS OF THESE OBJECTS, INTO THE SCIENTIFIC ANALYSIS OF MATERIALS AND OF ORIGINAL TECHNIQUES; TO PROVIDE CARE AND CONSERVE OBJECTS OWNED BY THE FOUNDATION; WITH THE INTENT OF MAKING THE RESULTS OF RESEARCH ON SUCH OBJECTS AVAILABLE BOTH TO THE GENERAL PUBLIC AND TO THE SCHOLARLY COMMUNITY; TO PUBLICLY EXHIBIT SUCH OBJECTS OWNED BY THE FOUNDATION (THE "COLLECTION") OFTEN IN COLLABORATION WITH PUBLIC EXHIBITS OF SIMILAR OBJECTS OWNED BY OTHERS; AND TO MAKE GRANTS AND LOANS OF SUCH OBJECTS TO OTHER ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"). 261216 DURING 2023, THE FOUNDATION HAD ON LOAN 587 OBJECTS FROM THE FOUNDATION'S COLLECTION TO THE FOLLOWING MAJOR MUSEUMS FOR DISPLAY TO THE PUBLIC: MUSEUM OF FINE ARTS, BOSTON, MASSACHUSETTS), PEABODY ESSEX MUSEUM (MASSACHUSETTS), HISTORIC NEW ENGLAND (MASSACHUSETTS AND NEW HAMPSHIRE), CLARK ART INSTITUTE (MASSACHUSETTS), ART INSTITUTE OF CHICAGO (ILLINOIS), MUSEUM OF EARLY SOUTHERN DECORATIVE ARTS (NORTH CAROLINA), YALE UNIVERSITY ART GALLERY (CONNECTICUT), HIDCOTE, NATIONAL TRUST UK (ENGLAND), AND THE NATIONAL MUSEUM OF BERMUDA (BERMUDA). THE FOUNDATION HAS ON LOAN AN HISTORIC HOUSE COMPLETE WITH ITS FURNISHINGS, WHICH NUMBER 530 OBJECTS IN TOTAL. IN 2023, ONE OBJECT FROM THE COLLECTION WAS INCLUDED IN A NEW PUBLICATION. DURING 2023, THE FOUNDATION HOSTED THREE VISITS ALLOWING SCHOLARS TO EXAMINE IN DETAIL FIVE OBJECTS FROM THE COLLECTION WHILE TWELVE ADDITIONAL OBJECTS WERE CONSIDERED FOR EXHIBITION BUT NOT VIEWED IN PERSON BY THREE OTHER SCHOLARS. 294562 THE FOUNDATION (A) CARES FOR AND CONSERVES OBJECTS FROM ITS COLLECTION AND (B) SEEKS TO PROMOTE RESEARCH INTO (I) TECHNIQUES OF MANUFACTURE, CONSTRUCTION AND THE LIKE AND (II) SCIENTIFIC ANALYSIS OF MATERIALS AND ORIGINAL TECHNIQUES. IN 2023, NINE METAL OBJECTS AND ARCHITECTURAL HARDWARE INSTALLED IN THE HISTORIC HOUSE WERE CONSERVED. 20TH ANNIVERSARY CELEBRATIONS AT THE HISTORIC HOUSE BEGAN IN JULY WITH A KICKOFF EVENT FOR THE ORIGINAL PROJECT TEAM. WORK ON THE HISTORIC HOUSE INCLUDED PAPER CONSERVATION THROUGHOUT, PAINT CONSOLIDATION, DEEP CLEANING, UPGRADED LIGHTING FEATURES THROUGHOUT, AND THE INTRODUCTION OF LIVE PLANTS TO THE FISH POOLS. ENVELOPE ASSESSMENT WORK CONTINUED WITH RENDER AND HORSEHEAD MOCKUPS COMPLETED, ACQUIRED STOCK OF NEW PAVING STONES FOR PAVER RESETTING AND REPLACEMENT, AND CONTINUED ROOF TILE PROCUREMENT. 818 HOUSE COMPONENTS IN STORAGE WERE ASSESSED AND DOCUMENTED. 168368 0 35868813 1486606 0 37355419 0 0 37355419 560331 36795088 1839754 X 555778 0 168368 724146 1999-12-22 X 541403 358855 223417 294887 1418562 460193 305027 189904 250654 1205778 724146 791870 542906 374843 2433765 0 0 0 0 0 724146 791870 542906 374843 2433765 300361845 292132691 301535624 295644795 1189674955 258994551 258826183 258792300 258741967 1035355001 0 0 0 0 0 X 0 0 14 541403 14 2060810 0 2602213 0 2602213 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5003 0 0 5003 FIDELITY VALUE FUND 13000000 13249113 FIDELITY CONTRAFUND 11222402 17207643 FIDELITY TOTAL BOND FUND 3540347 3127737 FIDELITY LIMITED TERM BOND FUND 3321543 3191254 FIDELITY EMERGING MARKETS FUND 3269097 3282497 LEGAL FEES 8601 0 0 8601 ANTIQUES (AT BOOK VALUE) 258826183 258994551 258994551 ANTIQUE RELATED EXPENSES 272988 0 0 272988 INSURANCE 75012 0 0 75012 STATE FILING FEES 702 0 0 702 DUES & SUBSCRIPTIONS 26 0 0 26 TECHNOLOGY 21 0 0 21 OFFICE EXPENSES 6 0 0 6 ACCRUAL TO CASH ADJUSTMENT 92727 PROGRAM ADMINISTATION 174938 0 0 174938 OTHER CONSULTING 7243 0 0 7243 FEDERAL EXCISE TAX 43500 0 0 0