2015-05-05T15:31:07-05:00 2014-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2013-07-01 042104334 ISABELLA STEWART GARDNER MUSEUM INC ISAB 6175661401 25 EVANS WAY BOSTON MA 02115 NOAH SCHNEIDERMAN CHIEF FINANCIAL OFFICER 6175661401 2015-04-29 1 CRAIG KLEIN P00734640 6177610600 2015-04-07 2013 2016-02-25 16:41:14Z X ANNE HAWLEY 25 EVANS WAY BOSTON MA 02115 31117705 0 X WWW.GARDNERMUSEUM.ORG X 1936 MA SEE SCHEDULE O. 25 25 241 200 131904 71900 22906015 23499658 2082829 1833531 2110660 4126506 1063028 1067650 28162532 30527345 0 0 0 0 8978644 8407224 1345 0 2027081 12682301 12481404 21662290 20888628 6500242 9638717 280336169 303528531 37568207 34455386 242767962 269073145 X SEE SCHEDULE O. 0 0 9445818 10733 CONSERVATION OF A WORLD CLASS COLLECTION SPANNING 30 CENTURIES, INCLUDING AN INTENSE PROGRAM OF TREATMENTS TO OBJECTS OF ALL MEDIA ON CONTINUAL DISPLAY, IS AUGMENTED BY UPDATES TO LIGHTING, FACILITIES, AND PRESENTATION IN ORDER TO FURTHER PRESERVE BOTH THE OBJECTS AND BUILDING. MUSEUM CONSERVATION EXPERTS IN ALL AREAS EMPLOY CUTTING EDGE SCIENTIFIC METHODS AND NEW PRACTICES TO PRESERVE, PROTECT, AND SAFEGUARD MASTERWORKS FOR POSTERITY. CURATORIAL INTERPRETATION AND SCHOLARSHIP DERIVING FROM THE COLLECTION INCLUDES RESEARCH OF THE COLLECTION'S ART, FURNITURE, AND ARCHITECTURE. THE RESULT INCLUDES PUBLICATIONS SUCH AS EXHIBITION CATALOGUES, ARTICLES, AND PRESENTATIONS, AND ANNUAL SPECIAL EXHIBITIONS BASED ON THE COLLECTION AND SIGNIFICANT NEW SCHOLARSHIP. 6187164 2797504 ONE OF THE NATION'S LONGEST-RUNNING MUSEUM MUSIC PROGRAMS, WITH APPROXIMATELY 50 CONCERTS SERVING 10,000 PATRONS A YEAR; ALONG WITH AN ARTIST-IN-RESIDENCE PROGRAM AND RELATED CONTEMPORARY EXHIBITIONS - ALL AIM AT THE HIGHEST LEVEL OF ARTISTRY AND INNOVATION. ANNUALLY 6 EMERGING ARTISTS FROM COUNTRIES AROUND THE WORLD RESIDE AT THE GARDNER FOR A MONTH TO EXERCISE THEIR CREATIVE PRACTICE, OFTEN RESULTING IN PROJECTS THAT ARE PRESENTED AT THE MUSEUM. WEEKLY LECTURES AND MONTHLY EVENING PROGRAMS PROVIDE ONGOING OPPORTUNITIES FOR VISITOR LEARNING AND ENGAGEMENT. A NATIONALLY RECOGNIZED EDUCATION PROGRAM PROVIDES PUBLIC SCHOOL CHILDREN WITH MULTIPLE SESSIONS OF ENCOUNTERS WITH ART. THE MUSEUM PARTNERS WITH SEVERAL UNDERSERVED SCHOOLS IN THE BOSTON AREA TO PROMOTE IN-DEPTH LEARNING OPPORTUNITIES WITH WORKS OF ART IN ORDER TO ENHANCE EACH STUDENT'S CRITICAL THINKING SKILLS. AS A RESULT, THE MUSEUM HAS PIONEERED A MUCH-LAUDED PROGRAM BASED IN A VISUAL THINKING STRATEGY WHICH ENGAGES THE STUDENT IN LOOKING AT ART AND LEARNING TO THINK THROUGH LOOKING. 1797924 2623 AN EXTENSIVE LANDSCAPE/HORTICULTURE PROGRAM -- WITH AN EVER-CHANGING COURTYARD DISPLAY THAT INCLUDES TEN DIFFERENT PLANT INSTALLATIONS ANNUALLY, ALONG WITH OUTSIDE GARDENS -- BRINGS THE ART OF HORTICULTURE TO LIFE AS PART OF THE MUSEUM EXPERIENCE. THE LANDSCAPE PROGRAM INCLUDES A LECTURE SERIES AND PUBLIC EDUCATION ON LANDSCAPE HISTORY AND DESIGN. THESE PUBLIC PROGRAMS EXPLORE HUMAN INTERACTION WITH THE LANDSCAPE OVER TIME EXAMINING ISSUES THAT SPARK DIALOGUE AROUND USES OF THE LAND FOR GARDENS, BURIALS, FOOD PRODUCTION, PUBLIC SPACE AND OTHER TOPICS. 17430906 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 1 107 0 1 241 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 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 1.00 X X 0 0 0 STEPHEN W KIDDER PRESIDENT, BOARD OF TRUSTEES 1.00 X X 0 0 0 BRIAN CHU SECRETARY, BOARD OF TRUSTEES 1.00 X X 0 0 0 GWILL YORK TREASURER, BOARD OF TRUSTEES 1.00 X X 0 0 0 AMY ABRAMS TRUSTEE 1.00 X 0 0 0 ALLISON ACHTMEYER TRUSTEE 1.00 X 0 0 0 ANITA BEKENSTEIN TRUSTEE 1.00 X 0 0 0 JOHN BERTUCCI TRUSTEE 1.00 X 0 0 0 LISA BLUMENTHAL TRUSTEE 1.00 X 0 0 0 ROANN COSTIN TRUSTEE 1.00 X 0 0 0 BRIT D'ARBELOFF TRUSTEE 1.00 X 0 0 0 LAURA DEBONIS TRUSTEE 1.00 X 0 0 0 WILLIAM P EGAN TRUSTEE 1.00 X 0 0 0 BENJAMIN GOMEZ TRUSTEE 1.00 X 0 0 0 REV DR RAY A HAMMOND TRUSTEE 1.00 X 0 0 0 WILLIAM HELMAN TRUSTEE 1.00 X 0 0 0 BARBARA W HOSTETTER TRUSTEE 1.00 X 0 0 0 JOSEPH KOERNER TRUSTEE 1.00 X 0 0 0 DR BARBARA E MILLEN TRUSTEE 1.00 X 0 0 0 JANE M PAPPALARDO TRUSTEE 1.00 X 0 0 0 BETH K PFEIFFER TRUSTEE 1.00 X 0 0 0 JOHN S REED TRUSTEE 1.00 X 0 0 0 MAUREEN RUETTGERS TRUSTEE 1.00 X 0 0 0 KATHERINE CHAPMAN STEMBERG TRUSTEE 1.00 X 0 0 0 HOWARD STEVENSON TRUSTEE 1.00 X 0 0 0 ANNE HAWLEY DIRECTOR 40.00 X 363240 0 30647 PETER BRYANT CHIEF OPERATING OFFICER 40.00 X 212652 0 19929 NOAH SCHNEIDERMAN CHIEF FINANCIAL OFFICER 40.00 X 146947 0 30147 JAMES LABECK DIRECTOR OF OPERATIONS 40.00 X 142703 0 29649 LISA BEVILAQUA DIRECTOR OF DEVELOPMENT 40.00 X 175837 0 16365 ANTHONY AMORE DIRECTOR OF SECURITY 40.00 X 114212 0 5417 MARGARET BURCHENAL CURATOR OF EDUCATION 40.00 X 106932 0 28023 LAUREN BUDDING DEPUTY DIRECTOR OF DEVELOPMENT 40.00 X 138599 0 21140 1401122 0 181317 9 0 1 0 HARTNEY GREYMONT 433 CHESTNUT STREET NEEDHAM MA 02492 LANDSCAPING SERVICES 467108 SHAWMUT DESIGN & CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION MANAGEMENT 316368 MASTERPIECE INTERNATIONAL LTD 39 BROADWAY SUITE 1410 NEW YORK NY 10006 TRANSPORTATION SERVICES 292860 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 285235 PETRITA INC 114 WOODLAND ROAD MILTON MA 02186 CATERING SERVICES 268894 9 704672 1073668 358759 21362559 3776857 23499658 ADMISSIONS/TOURS/LECTURES 900099 1833531 1833531 1833531 1016525 131904 884621 655387 27286 628101 628101 459335 168766 3109981 0 3109981 3109981 3109981 60006 1073668 138451 -78445 -78445 942617 424623 517994 517994 30527345 2810860 131904 4084923 697999 229731 417002 51266 6124618 4775473 420132 929013 135768 70897 -32581 97452 990570 743025 120578 126967 458269 320964 65663 71642 2536 1902 634 76511 57383 19128 301507 224708 31483 45316 1602169 1447029 67631 87509 258320 257470 850 9042 6853 956 1233 20017 16747 2854 416 863182 813523 20357 29302 203421 187126 4318 11977 1438596 1346987 37554 54055 5604621 5247722 146306 210593 187037 140278 46759 SUPPLIES 416450 398484 6706 11260 EQUIPMENT RENTAL/MAINT. 382024 345828 20276 15920 PRINTING & PUBLICATIONS 234750 201645 5095 28010 POSTAGE & SHIPPING 213334 189877 3947 19510 667887 407254 25843 234790 20888628 17430906 1430641 2027081 3237032 5353004 6285189 4109285 417262 449902 638416 633087 137726479 27154289 115606174 110572190 40101791 48906003 110320933 129521049 3729372 3984011 280336169 303528531 2992881 1525485 127821 105687 34447505 32824214 37568207 34455386 X 86955972 83987534 77079070 96099040 78732920 88986571 242767962 269073145 280336169 303528531 9638717 16666466 0 X 0 1 X 1 0 X 34264680 16629024 24274293 22106315 22794986 120069298 34264680 16629024 24274293 22106315 22794986 120069298 44259727 75809571 734486 791233 1003255 1525021 1080673 5134668 9154 3663 67849 72900 153566 48300 66000 51367 56400 60006 282073 125639605 14294398 0.60340 0.54400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4482944 X X X X 0 140612767 9207403 20261330 5784902 164296598 115535401 13993431 16308935 5225000 140612767 114534623 8403316 -2629921 4772617 115535401 99869353 662550 18618298 4615578 114534623 84310508 6940050 12165449 3546654 99869353 0.06940 0.49050 0.44010 0 1 1 181544 181544 119377268 15455378 103921890 14152667 11698911 2453756 4015000 4015000 110572190 MARKETABLE ALTERNATIVES 85520748 F NON-MARKETABLE ASSETS 1476007 F EQUITIES 42524294 F 129521049 X 47482665 16666466 590360 17256826 30225839 301506 301506 30527345 21177482 590360 590360 20587122 301506 301506 20888628 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 27,286. MUSEUM SHOP COST OF GOODS SOLD 424,623. FUNDRAISING EVENT EXPENSES 138,451. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAFE RENTAL EXPENSES 27,286. MUSEUM SHOP COST OF GOODS SOLD 424,623. FUNDRAISING EVENT EXPENSES 138,451. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTING 41440582 0 0 0 0 0 0 41440582 0 41440582 1 0 1 1 1 0 SPRING GALA - CONCERT 1133674 1073668 60006 41513 27360 69578 1133674 1073668 60006 41513 27360 69578 138451 -78445 X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 ANNE HAWLEY DIRECTOR 345240 0 0 0 18000 0 11563 0 19084 0 393887 0 0 0 PETER BRYANT CHIEF OPERATING OFFICER 212652 0 0 0 0 0 10425 0 9504 0 232581 0 0 0 NOAH SCHNEIDERMAN CHIEF FINANCIAL OFFICER 146947 0 0 0 0 0 7701 0 22446 0 177094 0 0 0 JAMES LABECK DIRECTOR OF OPERATIONS 142703 0 0 0 0 0 9320 0 20329 0 172352 0 0 0 LISA BEVILAQUA DIRECTOR OF DEVELOPMENT 175837 0 0 0 0 0 8686 0 7679 0 192202 0 0 0 LAUREN BUDDING DEPUTY DIRECTOR OF DEVELOPMENT 138599 0 0 0 0 0 1161 0 19979 0 159739 0 0 0 PART I, LINE 1A A TAXABLE HOUSING ALLOWANCE IS PROVIDED TO THE DIRECTOR, IN RECOGNITION OF THE FACT THAT SHE IS THE FIRST DIRECTOR NOT TO BE PROVIDED LIVING QUARTERS IN THE MUSEUM. 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 3776857 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 ESTABLISHED BY ITS FOUNDER IN 1903 FOR "THE EDUCATION AND ENJOYMENT OF THE PUBLIC FOREVER," THE ISABELLA STEWART GARDNER MUSEUM CURRENTLY SERVES APPROXIMATELY 200,000 VISITORS PER YEAR THROUGH EXHIBITIONS, PROGRAMS, AND EDUCATIONAL PARTNERSHIPS. HOUSED IN A VENETIAN-INSPIRED BUILDING, THE GARDNER IS HOME TO SOME 5,000 ART OBJECTS, SPANNING 30 CENTURIES, INCLUDING MASTERWORKS BY BOTTICELLI, TITIAN, RAPHAEL, REMBRANDT, DEGAS, AND SARGENT. THESE WORKS AND GARDNER'S LEGACY ARE ILLUMINATED THROUGH SCHOLARLY AS WELL AS CONTEMPORARY EXHIBITIONS; ONE OF THE NATION'S LONGEST-RUNNING MUSEUM MUSIC PROGRAMS; AN ARTIST-IN-RESIDENCE PROGRAM; AND SCHOOL AND COMMUNITY PARTNERSHIPS. AS ADOPTED BY THE BOARD OF TRUSTEES IN 2000, THE ISABELLA STEWART GARDNER MUSEUM'S MISSION IS "TO EXERCISE CULTURAL AND CIVIC LEADERSHIP BY NURTURING A NEW GENERATION OF TALENT IN THE ARTS AND HUMANITIES: BY DELIVERING THE WORKS OF CREATORS AND PERFORMERS TO THE PUBLIC; AND BY REACHING OUT TO INVOLVE AND SERVE ITS COMMUNITY. THE COLLECTION IS AT THE CENTER OF THIS EFFORT AS AN INSPIRING ENCOUNTER WITH BEAUTY AND ART." 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 TRUSTS (2) 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