2025-11-14T15:18:34-06:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 046155696 The Art Complex Inc ARTC 7819346634 189 Alden Street PO Box 2814 Duxbury MA 02331 Peter Mello Executive Director 7819346634 2025-11-03 1 0 Connor Smart P02285543 2078792100 2025-11-03 2024 2025-03-06 01:10:19Z X 40743883 X 65962 13903 13903 13903 716786 742909 716786 6700 6700 6700 6700 931052 2267064 942730 52414 63123 343836 63123 1797526 2050078 852926 105288 0 105288 0 420179 0 420179 0 42660 0 42660 0 17057 0 17057 0 51374 0 51374 0 234451 124236 234451 0 21973 16973 16973 0 378615 0 378615 0 14201 0 14201 0 170 0 170 0 320076 0 -1104600 1394721 1606044 141209 176368 1394721 0 0 1606044 141209 176368 1394721 191482 1908869 676558 131443 64571 64571 300734 379797 379797 12615551 10736041 10736041 6891226 7874494 7874494 9779033 11634412 11634412 10054568 9879735 10054568 10054568 39597722 40743883 40743883 11076 41031 11076 41031 X 39566098 40698492 20548 4360 39586646 40702852 39597722 40743883 39586646 191482 924724 40702852 0 40702852 Publicly Traded Securities - Long Term P 1716115 862079 854036 854036 Publicly Traded Securities - Short Term P 514669 462255 52414 52414 Capital Gain Dividends - Tax Basis P 0 0 Capital Gains from Partnership Interests P 36280 36280 36280 942730 52414 26533 0 26533 0 26533 17714 0 30000 0 47714 X 302 20879 20879 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 artcomplex.org Mary Wallace 7819346634 189 Alden Street PO Box 2814 Duxbury MA 02331 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles A Weyerhaeuser 189 Alden Street PO Box 2814 Duxbury MA 02331 Chair/Trustee (end 9/2024) 40.00 105288 0 0 Peter Mello 189 Alden Street PO Box 2814 Duxbury MA 02331 Executive Director (start 9/24) 40.00 51269 0 0 Carrie W Farmer 189 Alden Street PO Box 2814 Duxbury MA 02331 Trustee 0.15 0 0 0 M Britain Rothrock 189 Alden Street PO Box 2814 Duxbury MA 02331 Trustee 0.15 0 0 0 Justin Weyerhaeuser 189 Alden Street PO Box 2814 Duxbury MA 02331 President/Treasurer/Trustee 0.15 0 0 0 Andrew Bentinck-Smith 189 Alden Street PO Box 2814 Duxbury MA 02331 Vice President/Trustee 0.15 0 0 0 Ian Weyerhaeuser 189 Alden Street PO Box 2814 Duxbury MA 02331 Trustee/Asst. Treasurer 0.15 0 0 0 Nancy Gardiner 189 Alden Street PO Box 2814 Duxbury MA 02331 Clerk 0.15 0 0 0 Michele Bria 189 Alden Street PO Box 2814 Duxbury MA 02331 Assistant Clerk (end 4/2024) 0.15 0 0 0 Sean P Deichert 189 Alden Street PO Box 2814 Duxbury MA 02331 Assistant Clerk (start 4/2024) 0.15 0 0 0 Julia Courtney 189 Alden Street PO Box 2814 Duxbury MA 02331 Collections Curator 40.00 83978 0 0 Lori Ledoux 189 Alden Street PO Box 2814 Duxbury MA 02331 Publicist 40.00 81434 0 0 Craig Bloodgood 189 Alden Street PO Box 2814 Duxbury MA 02331 Collections Curator 40.00 55860 0 0 0 William Thomas 189 Alden Street PO Box 2814 Duxbury MA 02332 Grounds, maintenance, and repairs 206459 Fidelity Brokerage Services LLC PO Box 28019 Alburquerque NM 87125 Financial advisory 124236 System 7 19 Drydock Aveune 130W Boston MA 02210 Home automation services 63172 TG Gallagher 309 Waverley Oaks Road 200 Waltham MA 02452 HVAC services 61032 0 The Art Complex Museum, located in the historic town of Duxbury, Massachusetts, 33 miles south of Boston, serves as a regional art center and houses the impressive collection of the Carl A. Weyerhaeuser family. In addition to a gallery for rotating objects from the permanent collection, and exhibition spaces that feature painting, sculpture, prints and craft objects created by contemporary artists, the Museum also houses the Carl A. Weyerhaeuser Reference Library of over 5,000 publications, which is located on the grounds is a Japanese tea hut, itself part of the Museum's Asian collection. The Museum offers a year-round schedule of exhibitions, lectures, concerts, classes, education programs, demonstrations, and tea ceremonies, fulfilling the founders' vision that their family's many interests be shared with the community. This unique venue truly offers visitors an inviting place for viewing and learning about art in an intimate and comfortable setting. 1281189 0 24784279 375021 5495274 30654574 0 0 30654574 459819 30194755 1509738 X 1394721 0 174833 1569554 1974-03-08 X 676558 599234 705951 1233874 3215617 575074 509349 600058 1048793 2733274 1569554 1667888 3260759 4966505 11464706 0 0 0 0 0 1569554 1667888 3260759 4966505 11464706 0 0 1006492 996701 972830 1172353 4148376 0 0 0 0 Charles A Weyerhaeuser X 0 0 14 13903 14 716786 16 6700 18 931052 Pass-through investment income 525990 -130822 343836 (Adjustment for amount per book) -213014 Education and Museum Programs 35159 Insurance Claims 01 27964 -130822 1827227 35159 1731564 11a The Art Complex does not charge admission for exhibitions. Therefore, the Organization receives only a very small amount of its annual revenues directly from its educational and museum programs. Proceeds from educational activities are used to defray the cost of exhibitions and, to the extent available, to contribute to expenses for operating the Foundation's Museum and related educational activities. 0 0 0 0 0 0 0 0 0 0 X X 1 Confluence Foundation 30 7th Street E Suite 2000 St Paul MN 55101 60000 X Accounting fees 51374 0 51374 0 50722.252 Units Fidelity Adv Intl Real Estate Income Z (FILKX) 446863 446863 96531.844 Units Guggenheim Total Return Bond Fd Instl (GIBIX) 2263672 2263672 115095.4 Units Performance Trust Strategic Bond Inst (PTIAX) 2244360 2244360 60484.723 Units Pimco All Asset Inst Class (PAAIX) 654445 654445 215318.793 Units Pimco Income Fund Institutional Fund (PIMIX) 2265154 2265154 42088.814 Units Aqr Emerging Multi Style Ii Cl R6 (QTERX) 430148 430148 35062.765 Units Baron Small Cap Fd (BSCFX) 1059246 1059246 22769.138 Units Blackrock Systematic Multi-Strategy Instl (Bimbx) 229968 229968 21708.823 Units Clearwater Select Equity Fund 430052 430052 4057 Units Potlatchdeltic Corporation Com 159237 159237 275.824 Units Primecap Odyssey Stock Fund (POSKX) 9273 9273 116509.553 Units Royce Pennsylvania Mutual Invst Class (PENNX) 1052081 1052081 6301.82 Units Vanguard 500 Index Admiral (VFIAX) 3420376 3420376 13990.443 Units Vanguard Emerging Mkts Stk Index Instl (VEMIX) 391173 391173 47545.557 Units Vanguard Primecap Core Fd Investor Cl (VPCCX) 1589923 1589923 59101.734 Units Vanguard Selected Value Investor (VASVX) 1599293 1599293 20195.234 Units Wcm Focused Emerging Markets Fund Instl (WCMEX) 297880 297880 2394 Units Weyerhaeuser Co Mtn Be Com New 67391 67391 Clearwater Diversifying Strategies Offshore Fund Ltd FMV 2442927 2442927 229139.647 Units Clearwater International Fund (QCVAX) FMV 4484263 4484263 53542.834 Units Principal Real Estate Securities R6 (PFRSX) FMV 1505089 1505089 Spell Capital Mezzanine SBIC I FMV 268366 268366 Spell Capital Mezzanine SBIC II FMV 1410685 1410685 NorthCoast Mezzanine SBIC III, LP FMV 1523082 1523082 Buildings 9560195 0 9560195 9560195 Furniture, fixtures, and equipment 483527 0 483527 483527 Land 10846 0 10846 10846 Legal fees 17057 0 17057 0 Insurance 83752 0 83752 0 Office expenses 69621 0 69621 0 Advertising and media 46280 0 46280 0 Education and museum programs 106201 0 106201 0 Security 11606 0 11606 0 Annual fees 2616 0 2616 0 Accrual-to-cash adjustment 0 0 0 -29955 Charitable expenditures in excess of income 0 0 -1424676 1424676 Pass-through investment income 213014 343836 213014 (Adjustment for amount per book) -213014 -213014 Education and Museum Programs 35159 35159 Insurance Claims 27964 27964 Unrealized gains on investments 924724 Consulting fees 110215 0 110215 0 Inventment advisory fees 124236 124236 124236 0 Foreign investment taxes 16973 16973 16973 0 Excise taxes 5000 0 0 0