2016-05-09T14:15:37-05:00 2015-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2014-07-01 042104334 ISABELLA STEWART GARDNER MUSEUM INC ISAB 6175661401 25 EVANS WAY BOSTON MA 02115 NOAH SCHNEIDERMAN CHIEF ADMINISTRATIVE & FIN OFF 6175661401 2016-05-05 1 CRAIG KLEIN P00734640 6177610600 2016-05-05 2014 2016-08-17 19:52:53Z PEGGY FOGELMAN 25 EVANS WAY BOSTON MA 02115 23778086 0 X WWW.GARDNERMUSEUM.ORG X 1936 MA SEE SCHEDULE O. 24 24 278 200 205782 145826 23499658 16519518 1833531 2276426 4126506 3766033 1067650 580468 30527345 23142445 0 0 0 0 8407224 8568685 0 0 1671735 12481404 14017936 20888628 22586621 9638717 555824 303528531 301775428 34455386 32530792 269073145 269244636 X SEE SCHEDULE O. 0 0 15729439 2023495 COLLECTION AND CONSERVATION - DISTINGUISHED AMONG OTHER GREAT MUSEUMS FOR ITS INSTALLATION, THE GARDNER MUSEUM CAN BE REGARDED AS A WORK OF ART IN TOTALITY, AS WELL AS A COLLECTION OF MORE THAN 10,000 OBJECTS SPANNING 30 CENTURIES. ISABELLA STEWART GARDNER BEQUEATHED THIS REMARKABLE COLLECTION AND HISTORIC BUILDING AS A RESOURCE "FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC FOREVER." ON CONTINUAL DISPLAY, THE ONGOING CONSERVATION OF THE COLLECTION EMPLOYS CUTTING EDGE SCIENTIFIC METHODS AND NEW PRACTICES TO PRESERVE, PROTECT, AND SAFEGUARD THESE WORKS FOR POSTERITY. SPECIAL EXHIBITIONS, PUBLICATIONS, AND PRESENTATIONS EXAMINE THE MUSEUM'S PERMANENT COLLECTION AND ITS CONTEXT IN GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. 1255919 273041 EDUCATION AND PUBLIC PROGRAMS - THE GARDNER'S EDUCATION DEPARTMENT IS KNOWN FOR A COMMITMENT TO EXCELLENCE IN TEACHING AT ALL LEVELS, FROM CHILDREN TO ADULTS. IN ADDITION TO HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR TEACHERS AND DOCENTS, THE MUSEUM CONDUCTS THOUGHTFUL RESEARCH THAT BRINGS NEW KNOWLEDGE TO THE MUSEUM EDUCATION FIELD AND OFFERS ONE OF THE FEW RESIDENCY PROGRAMS IN THE U.S. FOR MUSEUM EDUCATORS. THE MUSEUM'S EDUCATION INITIATIVES HAVE REGULARLY ATTRACTED NATIONAL ATTENTION. A SUCCESSFUL EVENING PROGRAM FOR YOUNG ADULTS HAS BECOME A MODEL FOR MUSEUMS AROUND THE COUNTRY IN ENGAGING YOUNG AUDIENCES. THE SCHOOL PARTNERSHIP PROGRAM, KNOWN FOR ITS EXEMPLARY MULTIPLE VISIT APPROACH, HAS PRODUCED RESEARCH ON HOW STUDENTS LEARN THROUGH IN-DEPTH EXPERIENCES WITH ART. A THREE-YEAR RESEARCH PROJECT, CONDUCTED BY EDUCATION STAFF, AND FUNDED BY THE U.S. DEPARTMENT OF EDUCATION, FURTHER DEMONSTRATED HOW ART DISCUSSION HELPED BOSTON STUDENTS DEVELOP SIGNIFICANTLY MORE CRITICAL THINKING SKILLS THAN STUDENTS IN CONTROL SCHOOLS WITHOUT THE PROGRAM. 965827 127723 LANDSCAPE - BY SITUATING THE MUSEUM ON THE BACK BAY FENS, MRS. GARDNER CONTRIBUTED TO A CONCEPTION OF THE CITY AS ENABLED, INFORMED, AND ENHANCED BY LANDSCAPE. TO THIS DAY, THE MUSEUM ASPIRES TO BE A PREEMINENT CULTURAL VENUE FOR LANDSCAPE AND ITS ROLE IN CONTEMPORARY URBANISM. ENGAGING NEW AUDIENCES FROM DESIGN CULTURES, ARTS, AND THE ENVIRONMENT, THE LANDSCAPE PROGRAM OFFERS AN ANNUAL LECTURE SERIES, LANDSCAPE EXHIBITIONS, ONSITE INSTALLATIONS, AND AN ANNUAL FELLOWSHIP FOR EMERGING PRACTITIONERS. THE MUSEUM ALSO SUPPORTS EXTENSIVE HORTICULTURE PROGRAMS, WITH EIGHT SEASONAL PLANT INSTALLATIONS IN ITS ICONIC COURTYARD. THE NEW MONKS GARDEN AND HORTICULTURE WORKSHOPS AND OTHER PROGRAMMING FURTHER BRING THE ART OF HORTICULTURE TO LIFE AS PART OF THE MUSEUM EXPERIENCE. 952467 142970 CONTEMPORARY ART - CONTEMPORARY PROGRAMS AT THE GARDNER MUSEUM CREATE A DYNAMIC CONNECTION BETWEEN LIVING ARTISTS, THE COLLECTION, AND VISITORS. THE MUSEUM PROVIDES A GATHERING PLACE FOR THE PUBLIC TO CONNECT WITH THE INTELLECTUAL, ARTISTIC, AND SOCIAL LIVES OF SOME OF TODAY'S INNOVATIVE AND CREATIVE MINDS. CONTEMPORARY EXHIBITIONS ARE PRESENTED BY ARTISTS WHO HAVE PARTICIPATED IN THE GARDNER'S UNIQUE ARTIST-IN-RESIDENCE (AIR) PROGRAM, WHO PROVIDE A NEW PERSPECTIVE ON THE HISTORIC COLLECTION. JUST AS IN ISABELLA GARDNER'S DAY, WORKING ARTISTS IN RESIDENCE AT THE MUSEUM CONTINUE TO FIND INSPIRATION IN THE COLLECTION AND ENJOY THE GIFT OF TIME AND SPACE TO WORK. 817430 246108 MUSIC - MUSIC HAS PLAYED AN INTEGRAL PART IN THE GARDNER EXPERIENCE EVER SINCE THE MUSEUM OPENED IN 1903. ISABELLA STEWART GARDNER'S MUSICAL LEGACY CONTINUES WITH A MUSIC PROGRAM THAT FEATURES WORLD-RENOWNED MUSICIANS AND OUTSTANDING, EMERGING ARTISTS. THE MUSEUM'S SUNDAY CONCERT SERIES PRESENTS APPROXIMATELY 35 CONCERTS ANNUALLY BY RENOWNED CHAMBER MUSIC ENSEMBLES AND INSTRUMENTAL AND VOCAL SOLOISTS FROM BOSTON AND AROUND THE GLOBE. OTHER SERIES FEATURE EXCITING MIXES OF CONTEMPORARY MUSIC, HIP HOP AND PERFORMANCE ART. THE GARDNER FURTHER CONNECTS TO LOCAL AND WORLD-WIDE AUDIENCES THROUGH THE CONCERT, A FREE PODCAST OF LIVE RECORDINGS OF CLASSICAL MUSIC CONCERTS AND MONTHLY CONTEMPORARY VIDEOS FROM LIVE PERFORMANCES. 1769897 389078 19721082 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 126 0 1 278 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X DIANE HARWOOD 6172785112 25 EVANS WAY BOSTON MA 02115 DAVID W SCUDDER CHAIRMAN, BOARD OF TRUSTEES 5.00 X X 0 0 0 STEPHEN W KIDDER PRESIDENT, BOARD OF TRUSTEES 10.00 X X 0 0 0 REV DR RAY A HAMMOND SECRETARY, BOARD OF TRUSTEES 5.00 X X 0 0 0 GWILL YORK TREASURER, BOARD OF TRUSTEES 5.00 X X 0 0 0 AMY ABRAMS TRUSTEE 2.00 X 0 0 0 ALLISON ACHTMEYER TRUSTEE 2.00 X 0 0 0 ANITA BEKENSTEIN TRUSTEE 3.00 X 0 0 0 JOHN BERTUCCI TRUSTEE 3.00 X 0 0 0 LISA BLUMENTHAL TRUSTEE 2.00 X 0 0 0 TAYLOR BODMAN TRUSTEE 2.00 X 0 0 0 JAMES E CANALES TRUSTEE 2.00 X 0 0 0 BRIAN CHU TRUSTEE 3.00 X 0 0 0 ROANN COSTIN TRUSTEE 2.00 X 0 0 0 BRIT D'ARBELOFF TRUSTEE 2.00 X 0 0 0 LAURA DEBONIS TRUSTEE 2.00 X 0 0 0 BENJAMIN GOMEZ TRUSTEE 3.00 X 0 0 0 BARBARA W HOSTETTER TRUSTEE 3.00 X 0 0 0 PAULA A JOHNSON TRUSTEE 2.00 X 0 0 0 JOSEPH KOERNER TRUSTEE 3.00 X 0 0 0 DR BARBARA MILLEN TRUSTEE 2.00 X 0 0 0 JOHN S REED TRUSTEE 3.00 X 0 0 0 MAUREEN RUETTGERS TRUSTEE 2.00 X 0 0 0 KATHERINE CHAPMAN STEMBERG TRUSTEE 2.00 X 0 0 0 HOWARD S STEVENSON TRUSTEE 2.00 X 0 0 0 ANNE HAWLEY NORMA JEAN CALDERWOOD DIRECTOR 40.00 X 354445 0 31649 PETER BRYANT CHIEF OPERATING OFFICER 40.00 X 226661 0 21088 NOAH SCHNEIDERMAN CHIEF ADMINISTRATIVE & FIN. OFF. 40.00 X 156524 0 31164 JAMES LABECK DIRECTOR OF OPERATIONS 40.00 X 120479 0 22391 LISA BEVILAQUA DIRECTOR OF DEVELOPMENT 40.00 X 187524 0 16718 ANTHONY AMORE DIRECTOR OF SECURITY 40.00 X 123196 0 6569 MARGARET BURCHENAL CURATOR OF EDUCATION 40.00 X 116999 0 26838 LAUREN BUDDING DEPUTY DIRECTOR OF DEVELOPMENT 40.00 X 144779 0 22464 1430607 0 178881 9 0 1 0 PETRITA INC 114 WOODLAND ROAD MILTON MA 02186 CATERING SERVICES 371198 PERMASTEELISA NORTH AMERICA 123 DAY HILL ROAD WINDSOR CT 06095 FACADE CONSTRUCTION MANAGEMENT 268307 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 238732 MASTERPIECE INTERNATIONAL LTD 39 BROADWAY SUITE 1410 NEW YORK NY 10006 ART HANDLING/ TRANSPORTATION 175842 CLEANCO MAINTENANCE CORP 318 BEAR HILL ROAD SUITE 8 WALTHAM MA 02451 CLEANING SERVICES 126201 8 716613 970300 488280 14344325 5247923 16519518 ADMISSIONS/TOURS/LECTURES 900099 2276426 2276426 2276426 1059199 22224 1036975 248913 26894 222019 222019 53019 169000 2706834 0 2706834 2706834 183558 2523276 64500 970300 189943 -125443 -125443 902696 418804 483892 483892 23142445 2813337 205782 3603808 751741 253357 441845 56539 6130638 4857790 391684 881164 257753 171986 41283 44484 947089 726447 108510 112132 481464 321257 77114 83093 8732 7788 392 552 66850 59629 2998 4223 332145 284306 19862 27977 1665101 1542999 25227 96875 337082 335326 1756 10644 9358 534 752 42270 38071 1494 2705 945586 918654 11182 15750 222598 207248 3134 12216 1399375 1399375 5674384 5674384 231435 210642 8633 12160 HONORARIA 682196 682196 POSTAGE & SHIPPING 584793 554788 2820 27185 EQUIPMENT RENTAL/MAINT. 485291 438561 16197 30533 PRINTING & PUBLICATIONS 315660 276517 3978 35165 1013794 750403 36917 226474 22586621 19721082 1193804 1671735 5353004 5390395 4109285 2003722 449902 403135 633087 602887 137935283 32828673 110572190 105106610 48906003 41708556 129521049 142324726 3984011 4235397 303528531 301775428 1525485 1171198 105687 190601 32824214 31168993 34455386 32530792 X 83987534 81293993 96099040 97349034 88986571 90601609 269073145 269244636 303528531 301775428 555824 -384333 0 X 0 1 X 1 0 X 16629024 24274293 22106315 22794986 15802905 101607523 16629024 24274293 22106315 22794986 15802905 101607523 31320959 70286564 791233 1003255 1525021 1080673 1285888 5686070 9154 3663 67849 72900 146826 300392 66000 51367 56400 60006 64500 298273 107892258 15911270 0.65150 0.60340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4482944 X X X X 0 164296598 4135117 2881957 6469318 164844354 140612767 9207403 20261330 5784902 164296598 115535401 13993431 16308935 5225000 140612767 114534623 8403316 -2629921 4772617 115535401 99869353 662550 18618298 4615578 114534623 0.07990 0.50160 0.41850 0 1 1 181544 181544 119586072 20539454 99046618 14152667 12289219 1863448 4015000 4015000 105106610 MARKETABLE ALTERNATIVES 89616358 F NON-MARKETABLE ASSETS 987957 F EQUITIES 51720411 F 142324726 X 23061608 -384333 635641 251308 22810300 332145 332145 23142445 22890117 635641 635641 22254476 332145 332145 22586621 PART III, LINE 4: THE ISABELLA STEWART GARDNER MUSEUM DISPLAYS AN ART COLLECTION OF WORLD IMPORTANCE, INCLUDING WORKS THAT RANK AMONG THE MOST SIGNIFICANT OF THEIR TYPE. ISABELLA GARDNER COLLECTED AND CAREFULLY DISPLAYED A COLLECTION COMPRISED OF SOME 5,000 OBJECTS -- PAINTINGS, SCULPTURE, FURNITURE, TEXTILES, DRAWINGS, SILVER, CERAMICS, ILLUMINATED MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND LETTERS -- FROM ANCIENT ROME, MEDIEVAL EUROPE, RENAISSANCE ITALY, ASIA, THE ISLAMIC WORLD AND 19TH-CENTURY FRANCE AND AMERICA. BUILT TO EVOKE A 15TH-CENTURY VENETIAN PALACE, THE MUSEUM BUILDING ITSELF PROVIDES AN ATMOSPHERIC SETTING FOR ISABELLA STEWART GARDNER'S INVENTIVE CREATION. HISTORICAL AND SCHOLARLY ENDEAVORS AT THE ISABELLA STEWART GARDNER MUSEUM EXPLORE THE MUSEUM'S PERMANENT COLLECTION AND THE CONTEXT OF ISABELLA GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. EXHIBITIONS EXAMINE HISTORICAL AND SOCIAL PERSPECTIVES OF WORKS OF ART, RESULTING IN AN ENRICHING EXPERIENCE FOR VISITORS TO THE MUSEUM. THE COLLECTION IS ALSO A SOURCE OF INSPIRATION FOR EDUCATORS, THINKERS, AND CONTEMPORARY ARTISTS, AND SERVES AS THE FOCUS TO PROGRAMS AS WELL AS EDUCATIONAL AND COMMUNITY INITIATIVES. PART V, LINE 4: THE ENDOWMENTS WERE FUNDED BY DONORS AND BY THE MUSEUM'S BOARD TO PROVIDE FINANCIAL SUPPORT FOR SPECIFIC PROGRAMS AND TO ENSURE THE LONG-TERM VIABILITY OF THE MUSEUM AND ITS MISSION. PART X, LINE 2: THE MUSEUM IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. THE MUSEUM HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED AND UNRELATED ARE NOT UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR 3 YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAFE RENTAL EXPENSES 26,894. MUSEUM SHOP COST OF GOODS SOLD 418,804. FUNDRAISING EVENT EXPENSES 189,943. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAFE RENTAL EXPENSES 26,894. MUSEUM SHOP COST OF GOODS SOLD 418,804. FUNDRAISING EVENT EXPENSES 189,943. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTING 39628614 0 0 0 0 0 0 39628614 0 39628614 1 0 1 1 1 0 SPRING GALA - CONCERT 1034800 970300 64500 40920 29450 119573 1034800 970300 64500 40920 29450 119573 189943 -125443 X X X X X 0 0 0 0 0 0 0 0 0 ANNE HAWLEY NORMA JEAN CALDERWOOD DIRECTOR 336945 0 0 0 17500 0 12900 0 18749 0 386094 0 0 0 PETER BRYANT CHIEF OPERATING OFFICER 226661 0 0 0 0 0 11176 0 9912 0 247749 0 0 0 NOAH SCHNEIDERMAN CHIEF ADMINISTRATIVE & FIN. OFF. 156524 0 0 0 0 0 8048 0 23116 0 187688 0 0 0 LISA BEVILAQUA DIRECTOR OF DEVELOPMENT 187524 0 0 0 0 0 9189 0 7529 0 204242 0 0 0 LAUREN BUDDING DEPUTY DIRECTOR OF DEVELOPMENT 144779 0 0 0 0 0 2882 0 19582 0 167243 0 0 0 A MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMM0 2009-11-17 36444201 CONSTRUCTION, FURNISHING, AND EQUIPPING OF A NEW MUSEUM BUILDING. 0 0 0 A 36444201 811351 2368935 506515 32757400 2011 0 0 1 1 A 0 0 1 1 0 0.00790 0.00790 0 0 1 A 1 0 0 0 0 1 A 1 X 14 5247923 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1: ORGANIZATION'S MISSION STATEMENT TRUE TO THE AMBITIOUS VISION OF ITS FOUNDER AND HER SPIRIT OF CREATIVE RISK-TAKING, THE MISSION OF THE ISABELLA STEWART GARDNER MUSEUM IS: - TO BRING TO LIFE AND PRESERVE THE RICH HISTORIC COLLECTION; - TO CULTIVATE TALENT IN THE PURSUIT OF KNOWLEDGE AND ACTS OF CREATION IN THE ARTS AND HUMANITIES; - TO SUPPORT ARTISTS, LANDSCAPE ARCHITECTS, MUSICIANS, SCHOLARS AND STUDENTS; AND - TO ENGAGE LOCAL AND GLOBAL AUDIENCES IN A SANCTUARY OF BEAUTY AND THE ARTS WHERE DEEPLY PERSONAL AND COMMUNAL ADVENTURES UNFOLD. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED AND APPROVED FORM 990 PRIOR TO FILING. ALL TRUSTEES WERE GIVEN ACCESS TO A SECURE WEBSITE ON WHICH A COMPLETE COPY OF FORM 990, EXCEPT FOR SCHEDULE B, PART I (WHICH WAS MADE AVAILABLE UPON REQUEST), WAS AVAILABLE FOR REVIEW PRIOR TO FILING. THE MUSEUM EMAILED ALL OF ITS GOVERNING BODY MEMBERS A LINK TO THE PASSWORD-PROTECTED WEBSITE, NOTING WITHIN THE EMAIL THAT THE FORM 990 WAS AVAILABLE FOR REVIEW ON THAT SITE. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES COLLECTS AND REVIEWS ANNUAL CONFLICT DISCLOSURE REPORTS FROM ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES. TRUSTEES AND THEIR FAMILIES MAY NOT SERVE AS PAID EMPLOYEES OF THE MUSEUM UNLESS APPROVED IN ADVANCE BY THE BOARD. TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST ABSTAIN FROM DISCUSSIONS AND VOTES ON ANY ACTION WHERE THEY HAVE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION FOR THE DIRECTOR AND KEY EMPLOYEES OF THE MUSEUM. FOR EACH POSITION, THE COMMITTEE USES DATA BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION FROM OTHER SIMILAR ORGANIZATIONS, EXPERT COMPENSATION STUDIES OR OTHER COMPARABILITY BASED DATA. COMPENSATION IS SET BY INDEPENDENT PERSONS AND DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE MUSEUM WILL CONSIDER REQUESTS FOR COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHARITABLE REMAINDER TRUST CHARITABLE TRUST MA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NA