BARNES FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FOUNDATION (EIN 23-6000149)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349300840
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T07:35:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 ARBOR WAY SUITE 200 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236000149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARNES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET B ZMINDA | PersonNm |
| Person Title | EXECUTIVE VP, CFO AND COO | PersonTitleTxt |
| Phone | 2152787000 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2156418600 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 10:30:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE6DC6FDBDBE570E524ED65195BBE27BC76F58F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CF590CF855A989257E0DF8659A52AE3C5939738 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,303,879 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARNESFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | EDUCATIONAL INSTITUTION | OtherOrganizationDsc |
| Formation | 1922 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE ADVANCEMENT OF EDUCATION AND THE APPRECIATION OF THE FINE ARTS AND HORTICULTURE. TO MAINTAIN AN ART GALLERY CONTAINING WORKS OF ANCIENT AND MODERN ART, AS WELL AS AN ARBORETUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 189 | TotalVolunteersCnt |
| Total Gross UBI | $480,907 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$631,948 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,266,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,316,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,987,125 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,855,757 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,467,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,158,697 | CYInvestmentIncomeAmt |
| PY Other Revenue | $664,568 | PYOtherRevenueAmt |
| CY Other Revenue | $598,495 | CYOtherRevenueAmt |
| PY Total Revenue | $28,385,892 | PYTotalRevenueAmt |
| CY Total Revenue | $18,929,321 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,344,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,989,682 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $228,397 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $263,573 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,717,992 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,109,350 | PYOtherExpensesAmt |
| CY Other Expenses | $14,565,074 | CYOtherExpensesAmt |
| PY Total Expenses | $22,681,766 | PYTotalExpensesAmt |
| CY Total Expenses | $23,818,329 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,704,126 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,889,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $199,487,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,984,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,761,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,927,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $197,726,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $194,057,016 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE ADVANCEMENT OF EDUCATION AND THE APPRECIATION OF THE FINE ARTS AND HORTICULTURE. TO MAINTAIN AN ART GALLERY CONTAINING WORKS OF ANCIENT AND MODERN ART, AS WELL AS AN ARBORETUM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,095,790 | ExpenseAmt |
| Revenue | $3,859,143 | RevenueAmt |
| Desc | THE FOUNDATION ENGAGES IN AN ACTIVE PROGRAM OF COLLECTION CARE AND CONSERVATION. THE BARNES ART COLLECTION COMPRISES OVER 8,000 WORKS OF FINE AND DECORATIVE ARTS, INCLUDING PAINTINGS, FRAMES, WORKS ON PAPER, FURNITURE AND DECORATIVE METALWORK. THE FOUNDATION'S PHILADELPHIA FACILITY INCLUDES A STATE-OF-THE-ART PAINTING CONSERVATION LAB. IN 2016, THE BARNES CONTINUED ITS WORK ON PRESERVATION OF ITS 365 WORKS OF ART ON PAPER, 280 OF WHICH ARE PERMANENTLY INSTALLED IN THE COLLECTION GALLERY. THIS INCLUDES CONSERVATION TREATMENT AND DEVELOPMENT OF A LONG-TERM PRESERVATION PLAN FOR THE COLLECTION OF WORKS ON PAPER. CONSERVATION TREATMENT AND REHOUSING OF 40 WORKS ON PAPER WAS COMPLETED IN 2016 BY THE CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS.THE FOUNDATION CONTINUED THE MULTI-YEAR PROJECT, BEGUN IN 2015, OF RECOATING THE METAL OBJECTS DISPLAYED ON THE WALLS OF THE COLLECTION GALLERY. THE TREATMENT CONSISTS OF REMOVING OLD COATINGS, CLEANING THE SURFACE OF THE METAL, AND APPLYING A PROTECTIVE WAX COATING TO THE OBJECT. THIS YEAR, THE CONSERVATION DEPARTMENT COMPLETED THE TREATMENT OF 162 METAL OBJECTS.THE FOUNDATION PRESENTED AN INTERNATIONAL SYMPOSIUM, LOOKING AT MATISSE TODAY, OCTOBER 13-15, 2016. THE SYMPOSIUM WAS ORGANIZED BY SYLVIE PATRY, DEPUTY DIRECTOR FOR COLLECTIONS & EXHIBITIONS AND GUND FAMILY CHIEF CURATOR, AND INSPIRED BY THE PUBLICATION OF MATISSE IN THE BARNES FOUNDATION, THE THREE-VOLUME CATALOGUE RAISONNE, EDITED BY YVE-ALAIN BOIS, OF THE BARNES FOUNDATION'S MATISSE COLLECTION. AN UNPRECEDENTED SYMPOSIUM EXPORING MATISSE'S LIFE AND WORK, LOOKING AT MATISSE TODAY BROUGHT TOGETHER LEADING INTERNATIONAL SCHOLARS TO SHARE NEW RESEARCH AND PROBE POSSIBLE FRESH APPROACHES TO MATISSE'S WORK, BOTH WITH REGARD TO HIS ICONIC WORKS AND WITHIN THE LARGER CONTEXT OF THE HISTORY OF MODERNISM. MORE THAN 150 PEOPLE ATTENDED THE SYMPOSIUM AND AN ADDITIONAL 450 PEOPLE VIEWED THE SYMPOSIUM THROUGH A LIVE STREAM. THE FOUNDATION PRESENTED 3 SPECIAL EXHIBITIONS IN 2016. BEGINNING ON FEBRUARY 21,2016 THROUGH MAY 9, 2016, THE BARNES PRESENTED THE EXHIBITION PICASSO: THE GREAT WAR, EXPERIMENTATION AND CHANGE. ORGANIZED IN PARTNERSHIP WITH THE COLUMBUS MUSEUM OF ART, OHIO, THIS EXHIBITION EXAMINED THE DRAMATIC FLUCTUATIONS IN PICASSO'S STYLE DURING THE PERIOD SURROUNDING THE FIRST WORLD WAR, FROM 1912 TO 1924. INSPIRED BY PICASSO'S STILL LIFE WITH COMPOTE AND GLASS (1914-1915) AT THE COLUMBUS MUSEUM AND BY THE BARNES EXTENSIVE PICASSO HOLDINGS, THE EXHIBITION PRESENTED 50 WORKS BY PICASSO DRAWN FROM MAJOR AMERICAN AND EUROPEAN MUSEAUMS AND PRIVATE COLLECTIONS. THE SHOW FEATURED OIL PAINTINGS, WATERCOLORS, DRAWINGS, AND FOUR COSTUMES PICASSO DESIGNED FOR AN AVANT-GARDE BALLET, PARADE, IN 1917, ALONG WITH SEVERAL PIECES BY PICASSO'S CONTEMPORARIES, INCLUDING GEORGES BRAQUE AND HENRI MATISSE. PICASSO: THE GREAT WAR, EXPERIMENTATION AND CHANGE WAS CURATED BY SIMONETTA FRAQUELLI, AN INDEPENDENT CURATOR AND SPECIALIST IN EARLY 20TH CENTURY EUROPEAN ART. THE MANAGING CURATOR AT THE BARNES FOUNDATION WAS MARTHA LUCY, DEPUTY DIRECTOR FOR EDUCATION & PUBLIC PROGRAMS AND CURATOR. THE MANAGING CURATOR AT THE COLUMBUS MUSEUM OF ART WAS DAVID STARK, CHIEF CURATOR. THROUGH THE RUN OF THE SHOW, APPROXIMATELY 50,000 GUESTS VIEWED THIS EXHIBITION, REPRESENTING 75% OF DAILY VISITATION.FROM JUNE 24 THROUGH AUGUST 22, 2016, THE BARNES FOUNDATION PRESENTED NARI WARD: SUN SPLASHED; A MID-CAREER SURVEY OF THE FOUND-OBJECT ASSEMBLAGE ART OF NARI WARD. SUN SPLASHED WAS THE MOST SIGNIFICANT EXHIBITION OF WARD'S WORK TO DATE AND BROUGHT TOGETHER OVER 30 WORKS FROM THE 1990S TO THE PRESENT. THE EXHIBITION OFFERED A CLOSE LOOK AT THE ONGOING INVESTIGATIONS, BOTH MATERIAL AND INTELLECTUAL, THAT HAVE GUIDED THE ARTIST'S PRACTICE FOR MORE THAN 20 YEARS.ANIMATED BY FLANERIE - THE ARTISTIC LEISURELY STROLLING, WINDOW-SHOPPING, AND PEOPLE-WATCHING OF THE BOHEMIAN ARTIST/POET AND AN IMPORTANT STRATEGY OF THE FRENCH IMPRESSIONISTS - AND REFERENCING AFRICAN TRIBAL ART, WARD'S OEUVRE RESONATES WITH THE BARNES COLLECTION AND SPEAKS WITH PENETRATING INSIGHT AND IMAGINATION TO A BROAD RANGE OF SUBJECTS, INCLUDING BLACK HISTORY AND CULTURE, THE DYNAMICS OF POWER AND POLITICS, AND CARIBBEAN DIASPORA IDENTITY. NARI WARD: SUN SPLASHED WAS CURATED BY DIANA NAWI, ASSOCIATE CURATOR AT THE PEREZ ART MUSEUM MIAMI. THROUGH THE RUN OF THE SHOW, APPROXIMATELY 25,400 GUESTS VIEWED THIS EXHIBITION, REPRESENTING 67% OF DAILY VISITATION. THE THIRD EXHIBITION, WHICH WAS ON VIEW FROM OCTOBER 8, 2016 THROUGH JANUARY 9, 2017 WAS ENTITLED LIVE AND LIFE WILL GIVE YOU PICTURES: MASTERWORKS OF FRENCH PHOTOGRAPHY, 1890-1950. IN ITS FIRST-EVER PHOTOGRAPHY EXHIBITION, THE BARNES FOUNDATION PRESENTED OVER 170 VINTAGE PHOTOGRAPHS THAT CAPTURE THE SPIRIT OF FRANCE IN THE LATE 19TH TO MID-20TH CENTURY, A PERIOD OF RAPID TRANSFORMATION IN ALMOST EVERY ASPECT OF DAILY LIFE. DRAWN FROM THE PRIVATE COLLECTION OF MICHAEL MATTIS AND JUDY HOCHBERG, THE EXHIBITION FEATURED WORK BY A RANGE OF PHOTOGRAPHERS WHO EXPERIMENTED IN THEIR DOCUMENTATION OF MODERN FRENCH LIFE, INCLUDING SUCH MASTERS AS BERENICE ABBOTT, EUGENE ATGET, ILSE BING, BRASSAI, HENRI CARTER-BRESSON, EDGAR DEGAS, ANDRE KERTESZ, JACQUES-HENRI LARTIGUE, DORA MAAR, AND MAN RAY. NEARLY A THIRD OF THE PRINTS HAD NEVER BEFORE BEEN EXHIBITED. LIVE AND LIFE WILL GIVE YOU PICTURES: MASTERWORKS OF FRENCH PHOTOGRAPHY, 1890-1950 WAS CURATED BY THOM COLLINS, EXECUTIVE DIRECTOR AND PRESIDENT OF THE BARNES FOUNDATION. THE EXHIBITION WAS ORGANIZED BY THE BARNES FOUNDATION IN CONJUNCTION WITH ART2ART CIRCULATING EXHIBITIONS. DURING THE RUN OF THE SHOW, APPROXIMATELY 37,600 GUESTS VISITED THIS EXHIBITION, REPRESENTING 62% OF TOTAL VISITATION DURING THIS PERIOD.AS PART OF THE ART IN OUR COMMUNITIES PROGRAM, A DISPLAY OF SIXTEEN PHOTOGRAPHS FROM THE BANK OF AMERICA COLLECTION, WHICH COMPLEMENTED THE WORKS INCLUDED IN LIVE AND LIFE WILL GIVE YOU PICTURES, WAS PRESENTED ON THE BARNES FOUNDATION'S LOWER LEVEL. THE FOUNDATION CONDUCTS ONGOING SCHOLARSHIP AND RESEARCH ON OBJECTS AND WORKS OF ART IN ITS COLLECTION, AND ON THE HISTORY OF THE ORGANIZATION AND ITS FOUNDERS. IN 2016, THE BARNES BEGAN RESEARCH FOR CEZANNE IN THE BARNES FOUNDATION, THE FORTHCOMING CATALOGUE RAISONNE OF THE FOUNDATION'S CEZANNE COLLECTION, WHICH - WITH 61 OIL PAINTINGS, 6 WATERCOLORS, AND 2 LITHOGRAPHS - IS AMONG THE MOST SIGNIFICANT IN THE WORLD. RESEARCH FOR THIS PUBLICATION HAS BEEN UNDERTAKEN BY AN INTERNATIONAL TEAM OF SCHOLARS UNDER THE DIRECTION OF SYLVIE PATRY, DEPUTY DIRECTOR FOR COLLECTIONS & EXHIBITIONS AND GUND FAMILY CHIEF CURATOR. AMONG THE WORK COMPLETED IN 2016 BY THE BARNES CONSERVATION AND CURATORIAL TEAMS WAS AN EXAMINATION OF RELATED MATERIALS IN THE FOUNDATION'S ARCHIVES AND AN INITIAL TECHNICAL REVIEW OF 60 OF CEZANNE'S OIL PAINTINGS. THE FOUNDATION MAINTAINS AN ARCHIVE CONTAINING THE PERSONAL PAPERS OF DR. BARNES AND OTHER DOCUMENTATION RELATED TO THE HISTORY OF THE ORGANIZATION. THE ARCHIVE IS MADE AVAILABLE TO THE FOUNDATION'S STUDENTS AND DOCENTS AS WELL AS TO SCHOLARS AND RESEARCHERS. CHANGING DISPLAYS OF MATERIALS FROM THE BARNES FOUNDATION ARCHIVES ARE SHOWN IN VITRINES ON THE FOUNDATION'S LOWER LEVEL. IN THE FALL OF 2016, THE FOUNDATION CREATED AN ARCHIVAL EXHIBITION CALLED CHER MATISSE WHICH INCLUDED SELECTED LETTERS AND PHOTOGRAPHS EXCHANGED BETWEEN ALBERT C. BARNES AND HENRI MATISSE FROM 1930-1933. MATERIALS ON VIEW FOR THIS PRESENTATION INCLUDE PHOTOGRAPHS THAT MATISSE SENT FROM HIS STUDIO IN NICE, FRANCE, DEPICTING THE DANCE MURAL IN PROCESS, AND A HEARTFELT CONDOLENCE LETTER SENT TO LAURA BARNES IN 1952.THE FOUNDATION ALSO HAS AN ART LIBRARY IN ITS PHILADELPHIA FACILITY WHICH IS OPEN TO STUDENTS, FACULTY AND RESEARCHERS, GENERALLY BY APPOINTMENT. THE FOUNDATION HAS A LARGE LIVING COLLECTION, WHICH IS MAINTAINED IN ITS 12 ACRE ARBORETUM. THE LIVING COLLECTION CONTAINS OVER 2,500 TAXA OF WOODY PLANTS AND PERENNIALS. IN ADDITION, THE FOUNDATION HAS AN HERBARIUM WHICH INCLUDES OVER 10,000 PRESERVED PLANT SPECIMENS. THE FOUNDATION'S LIVING COLLECTION INCLUDES OVER 38 "STATE CHAMPION" TREES. IN 2016, 228 TYPES OF NEW SPECIMENS WERE ADDED TO THE LIVING COLLECTION. THE FOUNDATION ALSO HAS A HORTICULTURE LIBRARY IN ITS MERION FACILITY WHICH IS OPEN TO STUDENTS AND FACULTY, AND CAN BE AVAILABLE TO THE GENERAL PUBLIC BY APPOINTMENT. THE BARNES ARBORETUM IS HOME FOR A NATIONAL DISPLAY GARDEN OF HOSTA, THE LARGEST COLLECTION OF HARDY ORNAMENTAL FERNS IN THE MID-ATLANTIC STATES, AND A DISPLAY GARDEN OF MEDICINAL PLANTS UNIQUE IN THE DELAWARE VALLEY REGION.EXPENSES FOR COLLECTIONS CARE INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS ALL LOCATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,745,221 | ExpenseAmt |
| Revenue | $46,710 | RevenueAmt |
| Desc | THE FOUNDATION'S PERMANENT COLLECTION GALLERY IN PHILADELPHIA IS OPEN TO THE PUBLIC SIX DAYS PER WEEK, WITH 2016 VISITATION OF APPROXIMATELY 249,000 VISITORS. APPROXIMATELY 15% OF THOSE VISITORS WERE MEMBERSHIP SUPPORTERS OF THE BARNES FOUNDATION. A GALLERY SHOP IS OPERATED IN CONNECTION WITH THE PROGRAM OF PUBLIC VISITATION WHICH SELLS REPRODUCTIONS, PUBLICATIONS AND OTHER ITEMS RELATED TO THE ART COLLECTION AND ARBORETUM. THE FOUNDATION ALSO PROVIDES ENTERTAINING PRIVILEGES TO ITS MEMBERS, AND IN 2016 THE FOUNDATION HOSTED APPROXIMATELY 200 SPECIAL EVENTS WITH APPROXIMATELY 16,000 GUESTS.THE FOUNDATION'S ARBORETUM IS OPEN TO THE PUBLIC ON SELECTED DAYS OF THE WEEK SEASONALLY. OVER 1,200 GUESTS VISITED THE ARBORETUM FROM MAY THROUGH SEPTEMBER OF 2016.PROGRAM EXPENSES FOR VISITATION INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS FOR ALL LOCATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,049,377 | ExpenseAmt |
| Revenue | $244,046 | RevenueAmt |
| Desc | THE FOUNDATION SPONSORS SEPARATE THREE-YEAR CERTIFICATE PROGRAMS IN HORTICULTURE AND ALSO IN ART AND AESTHETICS. IN ADDITION, IT HOLDS SPECIAL WORKSHOPS AND EDUCATIONAL PUBLIC PROGRAMS RELATED TO ITS COLLECTION AND EXHIBITION PROGRAMS, AS WELL AS TOPICS OF GENERAL INTEREST. IN SEPTEMBER 2016, THE BARNES FOUNDATION LAUNCHED AN EXPANSION OF ITS PIONEERING ADULT EDUCATION PROGRAM. THE BARNES-DE MAZIA EDUCATION PROGRAM BUILDS ON DR. ALBERT C. BARNES' GROUNDBREAKING APPROACH TO TEACHING VISUAL LITERACY AND THE ORIGINAL TEACHINGS OF BARNES, VIOLETTE DE MAZIA, AND JOHN DEWEY, WHICH EMPHASIZE THE FORMAL ANALYSIS OF ART AND REFLECT PROGRESSIVE EDUCATION PHILOSOPHIES OF THE 1920S. THE EXPANDED CURRICULUM INCLUDES NEW COURSE OFFERINGS THAT COMPLEMENT THE BARNES METHOD AND HIGHLIGHT OTHER INTERPRETIVE APPROACHES: CLASSES BASED ON HISTORICAL CONTEXT AND CLASSES THAT EXPLORE MATERIALS AND TECHNIQUES. THE EXPANDED PROGRAM ALSO FEATURES REDUCED FEES, NEED-BASED FULL SCHOLARSHIPS TO IMPROVE ACCESS TO THE PROGRAM - 44 SCHOLARSHIPS WERE AWARDED IN FALL 2016 - AND, IN COOPERATION WITH THE PENNSYLVANIA ACADEMY OF THE FINE ARTS, THE OPPORTUNITY FOR STUDENTS TO RECEIVE UNDERGRADUATE ACADEMIC CREDIT FOR SELECT CLASSES THEY TAKE AT THE BARNES. IN FALL 2016, NEARLY 300 STUDENTS PARTICIPATED IN THE BARNES-DE MAZIA EDUCATION PROGRAM. IN COLLABORATION WITH THE SCHOOL DISTRICT OF PHILADELPHIA, THE FOUNDATION HAS DEVELOPED GRADE-SPECIFIC OUTREACH PROGRAMS THAT COMBINE IN-CLASS LEARNING, LED BY FOUNDATION EDUCATORS, WITH A STRUCTURED TOUR OF THE FOUNDATION'S ART COLLECTIONS. THESE PROGRAMS ARE DESIGNED TO DEVELOP STUDENT'S ART APPRECIATION AND REINFORCE READING COMPREHENSION, MATH SKILLS AND KNOWLEDGE OF SCIENCE, HISTORY AND SOCIAL STUDIES, DEPENDING ON THE GRADE LEVEL. THESE PROGRAMS SERVED APPROXIMATELY 7,900 PHILADELPHIA SCHOOL CHILDREN IN 2016, INCLUDING 400 PRE-K STUDENTS THROUGH THE LOOK! REFLECT! CONNECT! PROGRAM AT 7 EARLY CHILDHOOD EDUCATION CENTERS IN PHILADELPHIA. IN ADDITION, DOCENT-LED TOURS ARE AVAILABLE FOR SCHOOL GROUPS IN GRADES KINDERGARTEN THROUGH UNDERGRADUATE LEVELS WHICH SERVED AN ADDITIONAL 2,500 STUDENTS IN 2016. THE FOUNDATION HAS ALSO DEVELOPED EDUCATIONAL FAMILY PROGRAMS. THESE EDUCATIONAL PROGRAMS ARE HELD IN THE GALLERIES AS WELL AS MULTI-PURPOSE ROOMS THROUGHOUT THE FOUNDATION'S PHILADELPHIA FACILITY.PROGRAM EXPENSES FOR EDUCATION INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,890,388 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET B ZMINDA | PersonNm |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AILEEN KENNEDY ROBERTS | ||||||||
| VICE CHAIRMAN, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL DILELLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BRENDA T THOMPSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KHALIL GIBRAN MUHAMMAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NEIL L RUDENSTINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY CHARLES MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J AGLIALORO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NEUBAUER | ||||||||
| CHAIRMAN, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHELDON M BONOVITZ ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J HARMELIN ESQ | ||||||||
| TREASURER, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THE HON JACQUELINE F ALLEN | ||||||||
| SECRETARY, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS K WHITFORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TORY BURCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA D BUNDY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS COLLINS | ||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | 40.00 | Yes (X) | $348,567 | $0 | $13,013 | |||
| MARGARET B ZMINDA | ||||||||
| EXECUTIVE VP, CFO AND COO | 40.00 | Yes (X) | $239,478 | $0 | $22,914 | |||
| SARA GEELAN | ||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $201,468 | $0 | $16,366 | |||
| NINA DIEFENBACH | ||||||||
| DEPUTY DIRECTOR OF ADVANCEMENT | 40.00 | $208,876 | $0 | $4,722 | Yes (X) | |||
| SYLVIE PATRY | ||||||||
| DEPUTY DIR FOR COLLECTIONS & EXHIBITIONS | 40.00 | $184,022 | $0 | $7,744 | Yes (X) | |||
| VINCENT D'ANTONIO | ||||||||
| SNR DIR OF OPERATIONS & GR | 40.00 | $178,227 | $0 | $5,533 | Yes (X) | |||
| SHARA POLLIE | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $179,524 | $0 | $15,598 | Yes (X) | |||
| MARTHA LUCY | ||||||||
| DEP DIR FOR EDUCATION, PUBLIC PROGRAMS, & CURAT | 40.00 | $128,655 | $0 | $3,350 | Yes (X) | |||
| STEVEN BRADY | ||||||||
| DIRECTOR OF INFORMATION TE | 40.00 | $124,394 | $0 | $15,274 | Yes (X) | |||
| WILLIAM CARY | ||||||||
| DIRECTOR OF ANNUAL GIVING | 40.00 | $111,171 | $0 | $3,338 | Yes (X) | |||
| ROSS MITCHELL | ||||||||
| DIR OF BARNES-DE MAZIA EDUCATION AND OUTREACH | 40.00 | $107,599 | $0 | $9,348 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,011,981 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALLIED BARTON SECURITY | |||||||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $1,297,542 | ||||
| ELLIOTT LEWIS | |||||||||
| 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19154 | FACILITIES MANAGEMENT | $431,628 | ||||
| HARMELIN MEDIA | |||||||||
| 525 RIGHTERS FERRY RD | BALA CNYWYD | PA | 19004 | MEDIA SERVICES | $420,773 | ||||
| STARR EVENTS | |||||||||
| 667 N BROAD ST | PHILADELPHIA | PA | 19123 | CATERING/FOOD SERVICES | $408,340 | ||||
| GRAPHICOM SRL | |||||||||
| PRINTING SERVICES | $401,384 | VIALLE DELLINDUSTRIA 67 361000 | VICENZA | VICENZA | IT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $132,142 | FundraisingAmt |
| Government Grants | $69,282 | GovernmentGrantsAmt |
| All Other Contributions | $11,114,948 | AllOtherContributionsAmt |
| Noncash Contributions | $57,712 | NoncashContributionsAmt |
| Total Contributions | $11,316,372 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADMISSIONS | 900099 | $3,857,725 | $3,857,725 | ||
| SPECIAL EVENTS | 900099 | $707,276 | $329,999 | $377,277 | |
| EDUCATION | 611600 | $244,046 | $244,046 | ||
| PUBLICATIONS | 900004 | $46,710 | $46,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,855,757 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,139,056 | TotalRevenueColumnAmt |
| Exclusion | $1,139,056 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,232,199 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,212,558 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,019,641 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,019,641 | TotalRevenueColumnAmt |
| Exclusion | $1,019,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,608 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $132,142 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,661 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,053 | TotalRevenueColumnAmt |
| Exclusion | -$16,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,688,507 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,110,339 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,168 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $150,908 | UnrelatedBusinessRevenueAmt |
| Exclusion | $427,260 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| LICENSING & MERCHANDISING | 900099 | $34,962 | $34,962 | |
| MISCELLANEOUS INCOME | 900099 | $1,418 | $1,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,380 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,929,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,149,899 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $480,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,982,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129,182 | TotalAmt |
| Program Services | $715,926 | ProgramServicesAmt |
| Management And General | $863,123 | ManagementAndGeneralAmt |
| Fundraising | $550,133 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,499,383 | TotalAmt |
| Program Services | $3,950,777 | ProgramServicesAmt |
| Management And General | $637,015 | ManagementAndGeneralAmt |
| Fundraising | $911,591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,693 | TotalAmt |
| Program Services | $80,182 | ProgramServicesAmt |
| Management And General | $11,690 | ManagementAndGeneralAmt |
| Fundraising | $15,821 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,500 | TotalAmt |
| Program Services | $495,972 | ProgramServicesAmt |
| Management And General | $75,085 | ManagementAndGeneralAmt |
| Fundraising | $101,443 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,924 | TotalAmt |
| Program Services | $389,280 | ProgramServicesAmt |
| Management And General | $82,877 | ManagementAndGeneralAmt |
| Fundraising | $108,767 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,796 | TotalAmt |
| Program Services | $94,665 | ProgramServicesAmt |
| Management And General | $58,131 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,128 | TotalAmt |
| Management And General | $104,128 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,573 | TotalAmt |
| Fundraising | $263,573 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,137 | TotalAmt |
| Management And General | $292,137 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,420,386 | TotalAmt |
| Program Services | $2,809,419 | ProgramServicesAmt |
| Management And General | $574,398 | ManagementAndGeneralAmt |
| Fundraising | $36,569 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,910 | TotalAmt |
| Program Services | $517,910 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,140 | TotalAmt |
| Program Services | $209,771 | ProgramServicesAmt |
| Management And General | $41,433 | ManagementAndGeneralAmt |
| Fundraising | $163,936 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,856 | TotalAmt |
| Program Services | $185,013 | ProgramServicesAmt |
| Management And General | $24,101 | ManagementAndGeneralAmt |
| Fundraising | $33,742 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144,492 | TotalAmt |
| Program Services | $2,027,452 | ProgramServicesAmt |
| Management And General | $106,161 | ManagementAndGeneralAmt |
| Fundraising | $10,879 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,776 | TotalAmt |
| Program Services | $201,632 | ProgramServicesAmt |
| Management And General | $29,419 | ManagementAndGeneralAmt |
| Fundraising | $19,725 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,429 | TotalAmt |
| Program Services | $25,724 | ProgramServicesAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
| Fundraising | $4,155 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,018,072 | TotalAmt |
| Program Services | $4,791,387 | ProgramServicesAmt |
| Management And General | $201,498 | ManagementAndGeneralAmt |
| Fundraising | $25,187 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,910 | TotalAmt |
| Program Services | $443,274 | ProgramServicesAmt |
| Management And General | $12,196 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,269,958 | $760,283 | $95,007 | $414,668 |
| CREDIT CARD FEES | $248,084 | $191,721 | $56,363 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,818,329 | TotalAmt |
| Program Services | $17,890,388 | ProgramServicesAmt |
| Management And General | $3,209,949 | ManagementAndGeneralAmt |
| Fundraising | $2,717,992 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,211 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,800,243 | BOYAmt |
| EOY | $6,433,576 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,263 | BOYAmt |
| EOY | $2,771,774 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,809 | BOYAmt |
| EOY | $29,674 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,559 | BOYAmt |
| EOY | $1,260,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,139 | BOYAmt |
| EOY | $550,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,937,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,684,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,727,251 | BOYAmt |
| EOY | $108,253,352 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,647,342 | BOYAmt |
| EOY | $70,312,486 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,414,602 | BOYAmt |
| EOY | $6,372,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,487,419 | BOYAmt |
| EOY | $195,984,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,220 | BOYAmt |
| EOY | $1,364,276 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,838 | BOYAmt |
| EOY | $563,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,761,058 | BOYAmt |
| EOY | $1,927,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,891,283 | BOYAmt |
| EOY | $113,990,952 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,749,114 | BOYAmt |
| EOY | $17,005,986 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,085,964 | BOYAmt |
| EOY | $63,060,078 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,726,361 | BOYAmt |
| EOY | $194,057,016 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,487,419 | BOYAmt |
| EOY | $195,984,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,889,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,258,413 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$38,750 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,264,076 | BeginningYearBalanceAmt |
| Contributions | $12,864 | ContributionsAmt |
| Investment Earnings Or Losses | $2,784,075 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,176,815 | OtherExpendituresAmt |
| End Year Balance | $61,884,200 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,589,383 | BeginningYearBalanceAmt |
| Contributions | $10,169,556 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,306,429 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,188,434 | OtherExpendituresAmt |
| End Year Balance | $62,264,076 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,367,619 | BeginningYearBalanceAmt |
| Contributions | $6,335,075 | ContributionsAmt |
| Investment Earnings Or Losses | $2,340,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,453,997 | OtherExpendituresAmt |
| End Year Balance | $57,589,383 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,075,517 | BeginningYearBalanceAmt |
| Contributions | $12,868,666 | ContributionsAmt |
| Investment Earnings Or Losses | $4,109,378 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,685,942 | OtherExpendituresAmt |
| End Year Balance | $51,367,619 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,985,525 | BeginningYearBalanceAmt |
| Contributions | $10,629,469 | ContributionsAmt |
| Investment Earnings Or Losses | $2,682,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,222,308 | OtherExpendituresAmt |
| End Year Balance | $36,075,517 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,389 | OtherCostOrOtherBasisAmt |
| Book Value | $176,389 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,107,662 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,192,136 | DepreciationAmt |
| Book Value | $105,915,526 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $874,351 | OtherCostOrOtherBasisAmt |
| Depreciation | $567,234 | DepreciationAmt |
| Book Value | $307,117 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,779,335 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,925,015 | DepreciationAmt |
| Book Value | $1,854,320 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,253,352 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,864,259 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,258,413 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,806,662 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $818,202 | OtherRevenueAmt |
| Revenue Not Reported | $4,883,277 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,980,982 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$51,661 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$51,661 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,929,321 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,533,604 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,806,662 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,200,750 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,007,412 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,526,192 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $292,137 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $292,137 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,818,329 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION OWNS A COLLECTION OF PAINTINGS, SCULPTURES, ANTIQUES AND OTHER OBJECTS OF ART. THE FOUNDATION HAS CAPITALIZED COLLECTION ITEMS PURCHASED DIRECTLY BY THE FOUNDATION AT COST, AND THOSE CONTRIBUTED OTHER THAN BY ITS FOUNDER AT THE FAIR MARKET VALUE ON THE DATE OF THE GIFT. SUBSTANTIALLY ALL OF THE COLLECTION OBJECTS WERE DONATED TO THE FOUNDATION BY ITS FOUNDER AND ARE RECORDED AT A $1 NOMINAL VALUE, IN ACCORDANCE WITH A RESOLUTION OF THE BOARD OF TRUSTEES AT THE TIME OF THE GIFT. THE FOUNDATION HAS DETERMINED THAT IT IS NOT PRACTICAL TO ESTABLISH A FAIR VALUE OF THE FOUNDER'S ORIGINAL CONTRIBUTION AS OF THE DATE OF THE GIFT BECAUSE RECORDS RELATING TO THE FAIR VALUE AT THE DATE OF THE CONTRIBUTION ARE UNRELIABLE OR DO NOT EXIST. |
| PART III, LINE 4: | THE FOUNDATION'S COLLECTIONS INCLUDE WORKS OF ANCIENT AND MODERN ART AND A SIGNIFICANT COLLECTION OF LIVING SPECIMENS OF TREES, PLANTS AND FLOWERS. THE WORKS OF ART THAT ARE DISPLAYED IN THE FOUNDATION'S GALLERY ARE AVAILABLE FOR VISITATION BY THE PUBLIC AND ARE ALSO USED TO CONDUCT EDUCATIONAL ACTIVITIES TO TEACH THE PRINCIPLES OF ART APPRECIATION ESTABLISHED BY ITS FOUNDER. THE LIVING COLLECTIONS ARE USED IN THE FOUNDATION'S PROGRAMS TO TEACH PRICIPLES OF AESTHETIC APPEAL OF PLANTS COMBINED WITH A BASE IN BOTANY, HORTICULTURE AND LANDSCAPE DESIGN. |
| PART V, LINE 4: | THE INCOME FROM THE FOUNDATION'S PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE FOUNDATION'S PROGRAM OF COLLECTIONS AND COLLECTION CARE, EDUCATION AND UNRESTRICTED OPERATING COSTS. |
| PART X, LINE 2: | INCOME TAXES: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION PAID NET UNRELATED BUSINESS INCOME TAXES OF $0 IN 2016 AND $13,958 IN 2015. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2016 OR 2015. THE FOUNDATION FILES INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,110,339. INVESTMENT EXPENSES -292,137. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -51,661. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,110,339. RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST 38,750. SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 51,661. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ON NOVEMBER 12, 2010, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF THE BARNES FOUNDATION FORMALLY REAFFIRMED THE FOUNDATION'S COMMITMENT TO PROVIDING EQUAL OPPORTUNITIES AND A POLICY OF NONDISCRIMINATION ON THE BASIS OF RACE, COLOR, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, RELIGION, CREED, NATIONAL OR ETHNIC ORIGIN, CITIZENSHIP STATUS, AGE, DISABILITY, VETERAN STATUS OR ANY OTHER LEGALLY PROTECTED CLASS STATUS IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM ADMISSIONS, FINANCIAL AID, OR ANY OTHER BARNES FOUNDATION-ADMINISTERED EDUCATIONAL ACTIVITY OR RELATED EMPLOYMENT PRACTICES. THIS POLICY IS PUBLICLY DISSEMINATED AND PUBLICIZED ON THE BARNES'S WEBSITE, IN EDUCATION-RELATED PRINTED MATERIALS, AND IS ANNUALLY PUBLISHED IN A GENERAL DISTRIBUTION NEWSPAPER SERVING THE PHILADELPHIA COMMUNITY. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES GRANTS FROM THE PHILADELPHIA CULTURAL FUND ($12,754), NATIONAL ENDOWMENT FOR THE ARTS ($13,500), AND THE COMMONWEALTH OF PENNSYLVANIA ($56,528). |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PRINTING SERVICES | SpecificServicesProvidedTxt |
| Region Total Expenditures | $401,384 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $401,384 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $401,384 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DANILLER COMPANY | ||||||||
| 3724 JEFFERSON ST 302 | AUSTIN | TX | 78731 | CONSULTANT FOR FUNDRAISING ACTIVITIES | 0 | $1,480,539 | $262,877 | $1,179,730 |
| SD&A TELESERVICES INC | ||||||||
| 5757 W CENTURY BLVD | LOS ANGELES | CA | 90045 | PROVIDES DATA BASE CONSULTING FOR TELEPHONE | 0 | $6,154 | $696 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,486,693 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $263,573 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,179,730 | TotalNetToOrganizationAmt |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CORPORATE FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $167,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $132,142 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,608 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $35,608 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,053 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $167,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $132,142 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,608 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $35,608 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,053 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,661 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,053 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS COLLINS | ||||||||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | $348,567 | $0 | $0 | $0 | $0 | $0 | $6,590 | $0 | $6,423 | $0 | $361,580 | $0 | $0 | $0 |
| MARGARET B ZMINDA | ||||||||||||||
| EXECUTIVE VP, CFO AND COO | $239,478 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $15,414 | $0 | $262,392 | $0 | $0 | $0 |
| SARA GEELAN | ||||||||||||||
| GENERAL COUNSEL | $201,468 | $0 | $0 | $0 | $0 | $0 | $6,252 | $0 | $10,114 | $0 | $217,834 | $0 | $0 | $0 |
| NINA DIEFENBACH | ||||||||||||||
| DEPUTY DIRECTOR OF ADVANCEMENT | $208,876 | $0 | $0 | $0 | $0 | $0 | $3,975 | $0 | $747 | $0 | $213,598 | $0 | $0 | $0 |
| SYLVIE PATRY | ||||||||||||||
| DEPUTY DIR FOR COLLECTIONS & EXHIBIT | $184,022 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,744 | $0 | $191,766 | $0 | $0 | $0 |
| VINCENT D'ANTONIO | ||||||||||||||
| SNR DIR OF OPERATIONS & GR | $178,227 | $0 | $0 | $0 | $0 | $0 | $5,227 | $0 | $306 | $0 | $183,760 | $0 | $0 | $0 |
| SHARA POLLIE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $179,524 | $0 | $0 | $0 | $0 | $0 | $5,479 | $0 | $10,119 | $0 | $195,122 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $60 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | AIRFARE | 1 | $50,000 |
| Yes (X) | FILMS | 1 | $6,000 |
| Yes (X) | FOOD | 1 | $1,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 30B: | FormAndLineReferenceDesc |
| Explanation | THE BARNES FOUNDATION HAS ELECTED UNDER FASB 116 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART AND OTHER COLLECTION ITEMS, SEE SCHEDULE D, PART III, LINE 1A FOR THE FOOTNOTE ON ITS FINANCIAL STATEMENTS TO THAT EFFECT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BARNES FOUNDATION 990 IS PREPARED BY AN INDEPENDENT FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. A DRAFT IS REVIEWED AND REVISED BY THE EXECUTIVE VICE PRESIDENT, CFO AND COO, THE DIRECTOR OF FINANCE AND THE GENERAL COUNSEL (MEMBERS OF MANAGEMENT). THE 990 IS THEN FINALIZED BY THE INDEPENDENT FIRM AND THE BARNES FOUNDATION SUBMITS THE DRAFT 990 FOR REVIEW TO ALL BOARD MEMBERS PRIOR TO FILING. AFTER A COMMENT PERIOD, FORM 990 IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO REQUIRING EACH TRUSTEE, OFFICER AND KEY EMPLOYEE TO MAKE A DISCLOSURE OF ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE FOUNDATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THE DISCLOSURE OF ANY CHANGE OF CIRCUMSTANCE THAT WOULD GIVE RISE TO CONFLICTS CONCERNS. MOREOVER, THE FOUNDATION HAS ADOPTED A WHISTLEBLOWER POLICY DESIGNED TO ENCOURAGE PROMPT DISCLOSURE BY TRUSTEES, OFFICERS AND EMPLOYEES OF ANY UNLAWFUL OR IMPROPER BEHAVIOR OR TRANSACTIONS, INCLUDING THOSE THAT RAISE POTENTIAL CONFLICT OF INTEREST CONCERNS. EACH YEAR ALL DIRECTORS, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATIONS TO COMPLY WITH THE CONFLICT ON INTEREST POLICY AT THE ORGANIZATION'S ANNUAL MEETING AND PERIODICALLY AT OTHER TIMES DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BARNES FOUNDATION PERFORMS A REVIEW OF THE COMPENSATION AND BENEFITS PACKAGE (INCLUDING FRINGE, RETIREMENT AND SEVERANCE BENEFITS) FOR KEY EMPLOYEES AT THE TIME OF HIRE. THIS REVIEW RELIES UPON COMPARABILITY DATA TO DETERMINE WHETHER THE COMPENSATION ARRANGEMENT IN ITS ENTIRETY IS REASONABLE. FOR THIS PURPOSE, APPROPROPRIATE AND RELEVANT INFORMATION INCLUDES COMPENSATION PAID BY SIMILIARLY SITUATED TAX-EXEMPT AND TAXABLE ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. THIS REVIEW ALSO TAKES INTO ACCOUNT THE SIZE, REVENUE, GEOGRAPHIC LOCATION, STRUCTURE AND COMPLEXITY OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BARNES FOUNDATION'S BY-LAWS, CHARTER, FINANCIAL STATEMENTS AND CERTAIN OTHER GOVERNING DOCUMENTS (E.G., CONFLICT OF INTEREST POLICY), ARE AVAILABLE FOR REVIEW UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D), DIRECTED TO THE FOLLOWING: GENERAL COUNSEL (A MEMBER OF MANAGEMENT), BARNES FOUNDATION, 2025 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA 19130. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICES (OTHER-SECURITY): PROGRAM SERVICE EXPENSES 1,327,526. MANAGEMENT AND GENERAL EXPENSES 54,787. FUNDRAISING EXPENSES 6,849. TOTAL EXPENSES 1,389,162. FEES FOR SERVICES (OTHER): PROGRAM SERVICE EXPENSES 1,481,893. MANAGEMENT AND GENERAL EXPENSES 519,611. FUNDRAISING EXPENSES 29,720. TOTAL EXPENSES 2,031,224. |
| FORM 990, PART XI, LINE 9: | RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST -38,750. |