2026-08-17T12:12:44-05:00 2025-09-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2024-10-01 650104704 BOCA RATON MUSEUM FOUNDATION INC BOCA 5613922500 501 PLAZA REAL BOCA RATON FL 33432 ENA HELLER DIRECTOR AND CEO 5613922500 2026-08-17 1 1 MICHAEL L POSTEN II P01241367 5618329292 2024 2025-03-06 01:10:19Z ENA HELLER 501 PLAZA REAL BOCA RATON FL 33432 1573349 0 X N/A X 1990 FL THE FOUNDATION WAS ESTABLISHED TO RECEIVE AND ADMINISTER DONATIONS AND BEQUESTS FOR THE BENEFIT AND SUPPORT OF THE BOCA RATON MUSEUM OF ART. 6 6 0 26 0 0 0 0 0 0 609617 228146 0 0 609617 228146 230731 100000 0 0 0 0 0 0 0 6258 52015 236989 152015 372628 76131 10978720 11546323 2223828 2223828 8754892 9322495 THE FOUNDATION WAS ESTABLISHED TO RECEIVE AND ADMINISTER DONATIONS AND BEQUESTS FOR THE BENEFIT AND SUPPORT OF THE BOCA RATON MUSEUM OF ART. 0 0 100000 100000 THE FOUNDATION WAS ESTABLISHED TO RECEIVE AND ADMINISTER DONATIONS AND BEQUESTS FOR THE BENEFIT OF THE BOCA RATON MUSEUM OF ART. 100000 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X PATRICK LUNN 5613922500 501 PLAZA REAL BOCA RATON FL 334323982 GAIL E COHEN TREASURER 2.00 1.00 X X 0 0 0 JOHN DESPREZ II CHAIR 2.00 1.00 X X 0 0 0 JODY HARRISON GRASS CHAIR 2.00 1.00 X X 0 0 0 PAOLA LUPTAK JAKOBSON VICE CHAIR 2.00 1.00 X X 0 0 0 TAMARA MORGENSTERN VICE CHAIR 2.00 1.00 X X 0 0 0 EDWARD F SMITH III ASST TREASURER 2.00 1.00 X X 0 0 0 ENA HELLER DIRECTOR & CEO 2.00 4.00 X X 0 0 0 LORRAINE GILSEN SECRETARY 2.00 4.00 X X 0 0 0 DANIEL WOLGIN TREASURER 2.00 4.00 X X 0 0 0 IRVIN M LIPPMAN EXECUTIVE DIRECTOR 2.00 40.00 X 237046 0 4821 237046 0 4821 1 0 1 0 0 190243 190243 1383106 1345203 37903 37903 37903 228146 0 0 228146 100000 100000 52015 52015 152015 100000 52015 0 7453487 8772328 3525233 2773995 10978720 11546323 2223828 2223828 2223828 2223828 X 3452928 3335451 5301964 5987044 8754892 9322495 10978720 11546323 X 76131 498664 -7192 X X 0 1 X 1 0 X X 1 BOCA RATON MUSEUM OF ART 596019851 10 1 100000 0 1 100000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 69259 0 0 6303223 750000 324467 49502 4342414 4597433 681034 1198898 174142 6303223 3818867 618822 783217 623473 4597433 4468223 736630 -944158 441828 3818867 3989870 48973 627219 197839 4468223 0.88530 0.08290 0.03180 0 0 0 BENEFICIAL INTEREST IN TRUST 33900 DUE FROM BOCA RATON MUSEUM OF ART 2670836 EVERCORE - WOLGIN CRUT 69259 2773995 DUE TO BOCA RATON MUSEUM OF ART 2223828 2223828 X 667604 498664 -7191 491473 176131 52015 52015 228146 100000 0 100000 52015 52015 152015 PART V, LINE 4: THE INTENDED USES OF THE FOUNDATION'S ENDOWMENT FUNDS INCLUDES USE FOR THE CARE, MAINTENANCE AND PRESERVATION OF THE MAYERS AND FRIEDMAN COLLECTION, AS WELL AS FOR FUTURE ACQUISITIONS FOR THE COLLECTION. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST TRUSTS -7,191. 0 BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 596019851 501(C)(3) 100000 0 GENERAL OPERATIONS X X 0 0 0 0 0 0 0 0 0 IRVIN M LIPPMAN EXECUTIVE DIRECTOR 237046 0 0 0 0 0 4821 0 0 0 241867 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS MEET AND REVIEW A DRAFT COPY OF FORM 990. ANY CHANGES OR QUESTIONS ARE DOCUMENTED FOR REVIEW WITH THE TAX PREPARER. THE FORM 990 IS NOT SIGNED AND/OR FILED UNTIL ALL BOARD MEMBERS ARE IN AGREEMENT WITH THE INFORMATION CONTAINED THEREIN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST ISSUES ARE ADDRESSED AS THEY ARISE AND ARE BROUGHT TO THE ATTENTION OF THE BOARD OR AN INDIVIDUAL BOARD MEMBER. PROCEDURES ARE FORMULATED ON A CASE BY CASE BASIS AND THE DECISION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EITHER UPON REQUEST AND/OR THROUGH ANOTHER'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST TRUST 0. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -7,192. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. FORM 990, SCHEDULE D, PART V, ENDOWMENT FUNDS: LINE 1B (COLUMN D) INCLUDES AN INCREASE IN THE ENDOWMENT FUNDS OF $115,498 DUE TO A PRIOR PERIOD FINANCIAL STATEMENT AUDIT ADJUSTMENT. THIS AMOUNT IS THE RESULT OF FUNDS PREVIOUSLY NOT REFLECTED AS ENDOWMENT FUNDS, NOW BEING PROPERLY REFLECTED AS SUCH. BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 596019851 EDUCATION FL 501(C)(3) LINE 11 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BOCA RATON MUSEUM OF ART B 100000 ACTUAL