2023-11-14T15:46:10-06:00 2022-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-01-01 831802347 THE ARBUTUS FOUNDATION INC ARBU 2122552408 441 BROADWAY 3RD FL NEW YORK NY 10013 EMILY SIMONESS EXECUTIVE DIRECTOR 2122552408 2023-11-13 1 EMILY SIMONESS 999009999 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID BYRNE 441 BROADWAY 3RD FL NEW YORK NY 10013 922793 0 X HTTP://ARBUTUS.WORLD X 2018 NY THE ARBUTUS FOUNDATION, INC. DEVELOPS AND PRODUCES PROJECTS AT THE (CON'T ON SCHEDULE O) INTERSECTION OF SOCIAL, CULTURAL, SCIENTIFIC AND TECHNOLOGICAL FIELDS. ITS LEAD PROJECT IS REASONS TO BE CHEERFUL, AN ONLINE SOLUTIONS JOURNALISM MAGAZINE. 3 2 0 2 0 0 238154 611651 0 100000 0 46407 202 141977 238356 900035 0 200000 0 0 66000 116000 0 4883 124132 340017 492029 406017 812912 -167661 87123 23201 291122 221526 402324 -198325 -111202 THE ARBUTUS FOUNDATION, INC. IS A NONPROFIT ORGANIZATION FORMED TO DEVELOP AND PRODUCE PROJECTS AT THE INTERSECTION OF SOCIAL, CULTURAL, SCIENTIFIC AND TECHNOLOGICAL FIELDS. 0 0 311231 17969 REASONS TO BE CHEERFUL WAS FOUNDED BY ARTIST AND MUSICIAN DAVID BYRNE, WHO BELIEVES IN THE POWER OF APPROACHING THE WORLD WITH CURIOSITY IN ART, IN MUSIC, IN COLLABORATION AND IN LIFE. UNDER THE BANNER OF BYRNE'S NON-PROFIT ORGANIZATION, ARBUTUS, REASONS TO BE CHEERFUL EMBODIES THIS SENSIBILITY, APPLYING IT NOW TO THE FUTURE OF OUR WORLD. THROUGH STORIES OF HOPE, ROOTED IN EVIDENCE, REASONS TO BE CHEERFUL AIMS TO INSPIRE US ALL TO BE CURIOUS ABOUT HOW THE WORLD CAN BE BETTER, AND TO ASK OURSELVES HOW WE CAN BE PART OF THAT CHANGE. RTBC CONTINUES IN ITS PUBLICATION OF FREE CONTENT, AND THIS YEAR LAUNCHED ITS MEMBERSHIP PROGRAM AND TOOK LARGE STRIDES TO EXPAND ITS PARTNERSHIPS AND FUNDRAISING. 222165 200000 100000 THEATER OF THE MIND ("TOTM") WAS INSPIRED BY BOTH HISTORICAL AND CURRENT LAB RESEARCH, TOTM TAKES YOU ON AN IMMERSIVE JOURNEY INSIDE HOW WE SEE AND CREATE OUR WORLDS. CO-CREATED BY ARTIST DAVID BYRNE AND WRITER MALA GAONKAR, THE SHOW USES STORIES FROM THEIR OWN LIVES TO SHAPE A NARRATIVE YOU'LL SEE, FEEL, TASTE AND HEAR. AS YOU EXPLORE INTRIGUING ENVIRONMENTS, PARTICIPATE IN A NARRATIVE AND TRY A SERIES OF SENSORY EXPERIMENTS, YOUR GUIDE WILL QUESTION HOW BELIEFS, MEMORIES AND EVEN OUR IDENTITIES ARE LESS FIXED THAN WE THINK. YOU MAY NOT BE WHO YOU THINK YOU ARE. BUT WE'RE ALL IN IT TOGETHER. TOTM COMPLETED ITS FINAL DEVELOPMENT PHASE AND HAD ITS WORLD PREMIERE RUN FOR 20 WEEKS AT THE DENVER THEATER CENTER, SPONSORED BY SCIENCE SANDBOX, AN INITIATIVE OF THE SIMONS FOUNDATION. 533396 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 2 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 NY X ENVEEKAY 9143735311 74 CROTON DAM ROAD OSSINING NY 10562 DAVID BYRNE PRESIDENT 10.00 X X 0 0 0 KAREN WONG TREASURER 1.00 X X 0 0 0 MALU ABENI BYRNE SECRETARY 1.00 X X 0 0 0 EMILY SIMONESS EXECUTIVE DIRECTOR 40.00 X 116000 0 0 116000 0 0 1 0 0 0 0 60697 48989 501965 611651 PRODUCTION LICENSING F 711190 100000 100000 100000 121835 121835 46407 0 46407 46407 46407 22758 48989 22758 0 17969 0 17969 17969 MISCELLANEOUS 900099 2173 2173 2173 900035 117969 0 170415 X 200000 200000 116000 58000 58000 47500 47500 150 150 12080 12080 4883 4883 308868 286920 13584 8364 2582 2582 19841 19213 628 14670 11731 1244 1695 8072 8072 11090 3822 5319 1949 PRODUCTION 52279 10229 42050 OTHER EXPENSES 14897 1331 8957 4609 812912 533396 155384 124132 2363 247562 32151 8729 7372 24217 20180 12109 4037 23201 291122 41075 80449 200000 75000 16500 105451 105375 221526 402324 X -198325 -111202 -198325 -111202 23201 291122 87123 0 X 1 X 0 0 0 X 177379 464737 238154 611651 1491921 177379 464737 238154 611651 1491921 505681 986240 112835 112835 2173 2173 1606929 118171 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24217 20180 4037 4037 BENEFIT 71747 48989 22758 18912 3846 71747 48989 22758 18912 3846 22758 0 1 DENVER CENTER FOR THE PERFORMING ARTS 1101 13TH STREET DENVER CO 80204 840407760 501(C)(3) 200000 0 TO SUPPORT THEATER OF THE MIND PRODUCTION 1 PART I, LINE 2: THE ORGANIZATION RECEIVED A FOUNDATION GRANT TO SUPPORT THE COSTS OF ITS PRODUCTION "THEATER OF THE MIND," A CO-PRODUCTION WITH THE DENVER CENTER FOR PERFORMING ARTS (DCPA). THE ORGANIZATION MADE A GRANT TO DCPA TO FUND ITS EXPENSES IN CONNECTION WITH THIS PRODUCTION. THE ORGANIZATION DIRECTLY COLLABORATES WITH DCPA ON THE ACTIVITES FUNDED BY THE GRANT FUNDS, AND THEREFORE HAS DIRECT INVOLVEMENT IN THE MONITORING OF THE USE OF THE FUNDS BY DCPA. ARBUTUS AND THE DCPA'S MANAGEMENT LEADERSHIP REVIEWED BUDGETS FOR THE PROJECT REGULARLY TO ENSURE THAT THE RE-GRANTED FUNDS WERE PUT TO USE APPROPRIATELY AND EFFECTIVELY. INDEX COMPANY OF BOARD PRESIDENT DAVID BYRNE ADVANCES/EXPENSES PAID ON BEHALF OF THE ORGANIZATION X 39783 39783 0 1 0 TOTO MUNDO LTD COMPANY OF BOARD PRESIDENT DAVID BYRNE ADVANCES/EXPENSES PAID ON BEHALF OF THE ORGANIZATION X 65592 65592 0 1 0 105375 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD HIRED EMILY SIMONESS AS CONSULTING EXECUTIVE DIRECTOR TO MANAGE DAY TO DAY OPERATIONS FOR THE ARBUTUS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B AT THIS TIME, ARBUTUS' BOARD IS SMALL AND DOES NOT HAVE A COMMITTEE STRUCTURE, SO HAS NO COMMITTEES WITH AUTHOIRTY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND ARBUTUS FOUNDATION'S GENERAL COUNSEL. THE FORM IS THEN SUBMITTED TO THE BOARD FOR REVIEW BEFORE APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH APPLIES TO THE CORPORATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEES ("COVERED PERSONS"). EACH COVERED PERSON IS REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THE POLICY. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED COVERED TRANSACTION, HE OR SHE HAS A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION IN WRITING, EITHER TO THE CORPORATION'S BOARD OF DIRECTORS (THE "BOARD") OR ANY AUTHORIZED COMMITTEE THEREOF; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE CORPORATION TO ENTER INTO THE COVERED TRANSACTION; AND (C) PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH DIRECTORS, OFFICERS, AND EMPLOYEES OF THE CORPORATION AND AT MEETINGS OF THE BOARD OR AUTHORIZED COMMITTEE THEREOF, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. IN ORDER TO ASSIST THE CORPORATION IN IDENTIFYING POTENTIAL COVERED TRANSACTIONS, EACH COVERED PERSON IS REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE STATEMENT, AND TO UPDATE SUCH STATEMENT AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. COMPLETED DISCLOSURE STATEMENTS ARE AVAILABLE FOR INSPECTION BY ANY MEMBER OF THE BOARD AND MAY BE REVIEWED BY THE CORPORATION'S LEGAL COUNSEL. THE BOARD IS RESPONSIBLE FOR THE FOLLOWING: (A) REVIEWING DISCLOSURE STATEMENTS OR REPORTS REGARDING SAME; (B) RECEIVING DISCLOSURES OF PROPOSED COVERED TRANSACTIONS; (C) REVIEWING PROPOSED COVERED TRANSACTIONS TO DETERMINE WHETHER THEY MEET THE STANDARD FOR APPROVAL OF COVERED TRANSACTIONS; AND (D) KEEPING, OR CAUSING TO BE KEPT, MINUTES AND SUCH OTHER DOCUMENTATION AS MAY BE NECESSARY AND APPROPRIATE TO DOCUMENT THE REVIEW OF COVERED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EDITORS: PROGRAM SERVICE EXPENSES 186,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,005. GRAPHICS & WEB DESIGN: PROGRAM SERVICE EXPENSES 24,665. MANAGEMENT AND GENERAL EXPENSES 4,896. FUNDRAISING EXPENSES 2,327. TOTAL EXPENSES 31,888. PRODUCERS: PROGRAM SERVICE EXPENSES 24,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,460. AUDIENCE ENGAGEMENT: PROGRAM SERVICE EXPENSES 42,965. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,965. OTHER: PROGRAM SERVICE EXPENSES 8,825. MANAGEMENT AND GENERAL EXPENSES 8,688. FUNDRAISING EXPENSES 6,037. TOTAL EXPENSES 23,550.