BARNES FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FOUNDATION (EIN 23-6000149)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349305899
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T14:07:01-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 ARBOR WAY SUITE 200 | AddressLine1 |
| City | BLUE BELL | City |
| State | PA | State |
| ZIP Code | 19422 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236000149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARNES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARN | NameControl |
| Phone | 2152787000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET B ZMINDA | Name |
| Title | EXECUTIVE VP, CFO AND COO | Title |
| Phone | 2152787000 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER M PEKULA | Name |
| PTIN | P00734965 | PTIN |
| Phone | 2156418600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARGARET B ZMINDA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 122328116 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BARNESFOUNDATION.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | EDUCATIONAL INSTITUTION | TypeOfOrgOtherDescription |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 114 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 43361391 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 95576890 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1966837 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1024796 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1137263 | InvestmentIncomePriorYear |
| Investment Income Current Year | 854703 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 547550 | OtherRevenuePriorYear |
| Other Revenue Current Year | 354153 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47013041 | TotalRevenuePriorYear |
| Total Revenue Current Year | 97810542 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4139849 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5197657 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1824285 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4659706 | OtherExpensePriorYear |
| Other Expenses Current Year | 5343081 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8799555 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10540738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 38213486 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 87269804 | RevenuesLessExpensesCY |
| Total Assets BOY | 122103548 | TotalAssetsBOY |
| Total Assets EOY | 210055630 | TotalAssetsEOY |
| Total Liabilities BOY | 13024486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14433096 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 109079062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 195622534 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1316539 | Expense |
| Revenue | 943371 | Revenue |
| Description | PUBLIC VISITATION: THE FOUNDATION'S GALLERY AND ARBORETUM ARE OPEN TO THE PUBLIC A MINIMUM OF THREE DAYS PER WEEK EACH YEAR, WITH ADDITIONAL PUBLIC VISITATION TIMES AVAILABLE IN THE SUMMER MONTHS. APPROXIMATELY 60,000 PEOPLE VISIT THE FOUNDATION'S FACILITIES ANNUALLY. A GALLERY SHOP IS OPERATED IN CONNECTION WITH THIS PUBLIC VISITATION WHICH SELLS REPRODUCTIONS, BOOKS AND OTHER ITEMS RELATED TO THE GALLERY AND ARBORETUM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 814950 | Expense |
| Revenue | 91491 | Revenue |
| Description | EDUCATION: THE FOUNDATION SPONSORS SEPARATE THREE-YEAR CERTIFICATE PROGRAMS IN ART APPRECIATION AND HORTICULTURE, IN ADDITION TO SPECIAL TOPIC WORKSHOPS AT VARIOUS TIMES DURING THE YEAR. THE FOUNDATION ALSO PROVIDES DOCENT-LED TOURS FOR SCHOOL GROUPS (KINDERGARTEN THROUGH UNDERGRADUATE PROGRAMS) DURING THE ACADEMIC YEAR WHICH SERVE APPROXIMATELY 4,000 STUDENTS ANNUALLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 853255 | Expense |
| Description | COLLECTION AND COLLECTION CARE: THE FOUNDATION ENGAGES IN AN ACTIVE PROGRAM OF CARE AND CONSERVATION OF THE OVER 8,000 OBJECTS CONTAINED IN ITS COLLECTION, INCLUDING, BUT NOT LIMITED TO, PAINTINGS, FRAMES, WORKS ON PAPER, FURNITURE AND METALWORK. IN ADDITION, THE FOUNDATION CONDUCTS ONGOING SCHOLARSHIP AND RESEARCH ON OBJECTS AND ARTISTS REPRESENTED IN ITS COLLECTION, AS WELL AS THE HISTORY OF THE ORGANIZATION AND ITS FOUNDERS, DR. ALBERT C. BARNES AND LAURA BARNES. AS PART OF ITS COLLECTION CARE AND EDUCATIONAL ACTIVITIES, THE FOUNDATION HAS A ROBUST PUBLICATIONS PROGRAM WITH CATALOGUES CURRENTLY IN DEVELOPMENT FEATURING, RESPECTIVELY, THE WORKS OF RENOIR AND MATISSE IN THE COLLECTION. THE FOUNDATION ALSO MAINTAINS AND OPERATES AN ARCHIVE CONTAINING THE PAPERS OF DR. BARNES AND OTHER RECORDS AND DOCUMENTATION RELATING TO THE HISTORY OF THE ORGANIZATION. THE ARCHIVE, AS WELL AS A LIBRARY, ARE MADE AVAILABLE TO THE FOUNDATION'S STUDENTS, DOCENTS, AND OUTSIDE SCHOLARS AND RESEARCHERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1815401 | Expense |
| Description | PARKWAY PROJECT: THE FOUNDATION IS CURRENTLY ENGAGED IN A PROJECT TO CONSTRUCT A NEW FACILITY LOCATED IN THE CITY OF PHILADELPHIA. THE NEW BUILDING WILL PROVIDE EXPANDED FACILITIES FOR THE FOUNDATION'S ART EDUCATION PROGRAMS AND WILL PERMIT INCREASED ACCESS TO THE ART COLLECTION FOR SCHOOL GROUPS, PROGRAM STUDENTS AND GENERAL VISITATION. THE BUILDING WILL ALSO INCLUDE A PUBLICALLY ACCESSIBLE LIBRARY, ORIENTATION FACILITIES AND A SPECIAL EXHIBITION GALLERY. THE PROJECT OUTCOMES ALSO INCLUDE RAISING ENDOWMENT FUNDS TO SUPPORT COLLECTIONS AND COLLECTIONS CARE ACTIVITIES AND GENERAL OPERATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1815401 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4800145 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 114 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARGARET B ZMINDA | NamePerson |
| Telephone Number | 2152787000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19130 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR BERNARD C WATSON | ||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH NEUBAUER | ||||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| SHELDON M BONOVITZ ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JACQUELINE F ALLEN | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN J HARMELIN ESQ | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| ANDRE V DUGGIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AILEEN KENNEDY ROBERTS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR NEIL L RUDENSTINE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GWENDOLYN STEWART KING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR BRENDA T THOMPSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RAJIV SAVARA FCS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONN G SCOTT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR ERNEST C LEVISTER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEREK A GILLMAN | ||||||||
| EXECUTIVE DIRECTOR & PRES. | 40.00 | 361141 | 0 | 31628 | X | |||
| MARGARET B ZMINDA | ||||||||
| EXECUTIVE VP, CFO AND COO | 40.00 | 190795 | 0 | 28763 | X | |||
| BRETT MILLER | ||||||||
| GENERAL COUNSEL | 40.00 | 150559 | 0 | 18707 | X | |||
| WILLIAM W MCDOWELL | ||||||||
| SR BUILDING PROJ. EXEC. | 40.00 | 215537 | 0 | 29547 | X | |||
| DIANA D DUNCAN | ||||||||
| SR VP, EXTERNAL AFFAIRS | 40.00 | 262229 | 0 | 33864 | X | |||
| CARLA M TATE | ||||||||
| FORMER CONTROLLER | 40.00 | 121040 | 0 | 15910 | X | |||
| MARK MILLS | ||||||||
| DIR OF INDIV GIVING & VISITOR SRVCS | 40.00 | 113060 | 0 | 17029 | X | |||
| LINDA SCRIBNER PASKIN | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 134753 | 0 | 11522 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1549114 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 186970 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LF DRISCOLL | |||||
| 9 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | CONSTRUCTION AND MANAGEMENT | 48439357 |
| TOD WILLIAMS BILLIE TSIEN ARCHITECTS | |||||
| 222 CENTRAL PARK SOUTH | NEW YORK | NY | 10019 | ARCHITECTURAL SERVICES | 1799283 |
| ATELIER ART SERVICES LLC | |||||
| 103 E SHARPNACK STREET | PHILADELPHIA | PA | 19119 | ART HANDLER | 520000 |
| PENTAGRAM DESIGN INC | |||||
| 204 FIFTH AVENUE | NEW YORK | NY | 10010 | GRAPHIC DESIGN | 516341 |
| ALLIED BARTON SECURITY | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | 419179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Government Grants | 11450000 | GovernmentGrants |
| All Other Contributions | 84126890 | AllOtherContributions |
| Total Contributions | 95576890 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSION, AUDIO RENTA | 900099 | 918682 | 918682 |
| EDUCATION | 611600 | 91491 | 91491 |
| PUBLICATIONS | 900004 | 14623 | 14623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1024796 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 863742 | TotalRevenueColumn |
| Exclusion | $863,742 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24287745 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24296784 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -9039 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9039 | TotalRevenueColumn |
| Exclusion | -$9,039 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 505154 | GrossSalesOfInventory |
| Cost Of Goods Sold | 220790 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 284364 | TotalRevenueColumn |
| Exclusion | $284,364 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| LICENSING & MERCHANDIS | 900099 | 59723 | $59,723 | |
| MISCELLANEOUS INCOME | 900099 | 10066 | 10066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 69789 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97810542 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1034862 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,198,790 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077686 | Total |
| Management And General | 781593 | ManagementAndGeneral |
| Fundraising | 296093 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3423126 | Total |
| Program Services | 1845628 | ProgramServices |
| Management And General | 908726 | ManagementAndGeneral |
| Fundraising | 668772 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92140 | Total |
| Program Services | 34078 | ProgramServices |
| Management And General | 53452 | ManagementAndGeneral |
| Fundraising | 4610 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331007 | Total |
| Program Services | 205740 | ProgramServices |
| Management And General | 75620 | ManagementAndGeneral |
| Fundraising | 49647 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273698 | Total |
| Program Services | 153958 | ProgramServices |
| Management And General | 69922 | ManagementAndGeneral |
| Fundraising | 49818 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558420 | Total |
| Program Services | 475106 | ProgramServices |
| Management And General | 83314 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153688 | Total |
| Program Services | 37329 | ProgramServices |
| Management And General | 116208 | ManagementAndGeneral |
| Fundraising | 151 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186238 | Total |
| Program Services | 538292 | ProgramServices |
| Management And General | 138097 | ManagementAndGeneral |
| Fundraising | 509849 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48788 | Total |
| Program Services | 40523 | ProgramServices |
| Management And General | 3932 | ManagementAndGeneral |
| Fundraising | 4333 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290067 | Total |
| Program Services | 126400 | ProgramServices |
| Management And General | 73968 | ManagementAndGeneral |
| Fundraising | 89699 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267975 | Total |
| Program Services | 21868 | ProgramServices |
| Management And General | 244640 | ManagementAndGeneral |
| Fundraising | 1467 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572553 | Total |
| Program Services | 111986 | ProgramServices |
| Management And General | 460067 | ManagementAndGeneral |
| Fundraising | 500 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457968 | Total |
| Program Services | 313945 | ProgramServices |
| Management And General | 46323 | ManagementAndGeneral |
| Fundraising | 97700 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17700 | Total |
| Program Services | 10329 | ProgramServices |
| Management And General | 1959 | ManagementAndGeneral |
| Fundraising | 5412 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646678 | Total |
| Program Services | 83057 | ProgramServices |
| Management And General | 563621 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291883 | Total |
| Program Services | 1086 | ProgramServices |
| Management And General | 290797 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SECURITY SERVICES | 480540 | 480540 | ||
| CONSERVATION SERVICES | 280824 | 276011 | 4813 | |
| CREDIT CARD FEES | 79997 | 39867 | 40130 | |
| MISCELLANEOUS | 9762 | 4402 | 1291 | 4069 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10540738 | Total |
| Program Services | 4800145 | ProgramServices |
| Management And General | 3916308 | ManagementAndGeneral |
| Fundraising | 1824285 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19239 | BOY |
| EOY | 121588 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5805131 | BOY |
| EOY | 3634258 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41416033 | BOY |
| EOY | 47539299 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102950 | BOY |
| EOY | 61450 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233672 | BOY |
| EOY | 213864 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233762 | BOY |
| EOY | 398508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 123939706 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8757112 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54527454 | BOY |
| EOY | 115182594 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15714698 | BOY |
| EOY | 39318494 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4050609 | BOY |
| EOY | 3585575 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122103548 | BOY |
| EOY | 210055630 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024486 | BOY |
| EOY | 14433096 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024486 | BOY |
| EOY | 14433096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10485704 | BOY |
| EOY | 11478430 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90558358 | BOY |
| EOY | 160766271 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8035000 | BOY |
| EOY | 23377833 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109079062 | BOY |
| EOY | 195622534 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122103548 | BOY |
| EOY | 210055630 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 87269804 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -726332 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 2775386 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | EDUCATION | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8241195 | BeginningOfYearBalance |
| Contributions | 16555338 | Contributions |
| Investment Earnings Or Losses | 40742 | InvestmentEarningsOrLosses |
| Other Expenditures | 851750 | OtherExpenditures |
| End Of Year Balance | 23985525 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3718087 | BeginningOfYearBalance |
| Contributions | 4118500 | Contributions |
| Investment Earnings Or Losses | 700433 | InvestmentEarningsOrLosses |
| Other Expenditures | 295825 | OtherExpenditures |
| End Of Year Balance | 8241195 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3607301 | BeginningOfYearBalance |
| Contributions | 224833 | Contributions |
| Investment Earnings Or Losses | 20820 | InvestmentEarningsOrLosses |
| Other Expenditures | 134867 | OtherExpenditures |
| End Of Year Balance | 3718087 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 3691667 | Contributions |
| Investment Earnings Or Losses | 15634 | InvestmentEarningsOrLosses |
| Other Expenditures | 100000 | OtherExpenditures |
| End Of Year Balance | 3607301 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97470 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02530 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 176389 | OtherCostOrOtherBasis |
| Book Value | 176389 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13094144 | OtherCostOrOtherBasis |
| Depreciation | 7342160 | Depreciation |
| Book Value | 5751984 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 426184 | OtherCostOrOtherBasis |
| Depreciation | 341223 | Depreciation |
| Book Value | 84961 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110242989 | OtherCostOrOtherBasis |
| Depreciation | 1073729 | Depreciation |
| Book Value | 109169260 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 115182594 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET FUNDS | 5569215 | C |
| US GOVERNMENT AND AGENCY NOTES AND BONDS | 11132284 | C |
| COPORATE FIXED INCOME BONDS AND NOTES | 1578361 | C |
| FIXED INCOME MUTUAL FUNDS | 9373966 | C |
| EQUITY MUTUAL FUNDS | 8732044 | C |
| COMMODITY MUTUAL FUNDS | 35903 | C |
| INTERNATIONAL MUTUAL FUNDS | 2896721 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 39318494 | TotalOfBookValueSecurities |
| Total Revenue | 97810542 | TotalRevenue |
| Total Expenses | 10540738 | TotalExpenses |
| Excess Or Deficit For Year | 87269804 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -753364 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 27032 | DonatedServicesAndFacilities |
| Total Adjustments | -726332 | TotalAdjustments |
| Excess Or Deficit Per FS | 86543472 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 97151312 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -753364 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 27032 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 220790 | OtherRevenues |
| Revenue Not Rptd F990 | -505542 | RevenueNotRptdF990 |
| Revenue Subtotal | 97656854 | RevenueSubtotal |
| Other Revenues Not Included | 153688 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 153688 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 97810542 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10607840 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 220790 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 220790 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10387050 | ExpensesSubtotal |
| Other Expenses Not Included | 153688 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 153688 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10540738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | 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 TAXES. THE FOUNDATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMEBER 31, 2011 AND 2010, RESPECTFULLY. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO 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, 2011 AND 2010. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD 220,790. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT EXPENSE 153,688. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 220,790. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT EXPENSE 153,688. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | 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 HAS BEEN PUBLICLY DISSEMINATED AND PUBLICIZED IN BARNES FOUNDATION MATERIALS, AS APPROPRIATE, TO ALL COMMUNITIES SERVED BY THE BARNES FOUNDATION. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA TOTALING $11,450,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEREK A GILLMAN | |||||||||||||
| 286141 | 0 | 75000 | 0 | 0 | 0 | 0 | 0 | 31628 | 0 | 392769 | 0 | 0 | 0 |
| MARGARET B ZMINDA | |||||||||||||
| 190795 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28763 | 0 | 219558 | 0 | 0 | 0 |
| BRETT MILLER | |||||||||||||
| 150559 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18707 | 0 | 169266 | 0 | 0 | 0 |
| WILLIAM W MCDOWELL | |||||||||||||
| 195537 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 | 29547 | 0 | 245084 | 0 | 0 | 0 |
| DIANA D DUNCAN | |||||||||||||
| 242229 | 0 | 20000 | 0 | 0 | 0 | 9600 | 0 | 24264 | 0 | 296093 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BARNES FOUNDATION 990 IS PREPARED BY AN INDEPENDENT FIRM AND A DRAFT IS PRESENTED TO THE SENIOR VICE PRESIDENT OF BUSINESS STRATEGY AND OPERATIONS (A MEMBER OF MANAGEMENT) FOR FINAL REVIEW. 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 AND THEN SUBMITS FORM 990 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 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 APPROPRIATE WRITTEN REQUEST, DIRECTED TO THE FOLLOWING: EVP, CFO AND COO (A MEMBER OF MANAGEMENT), BARNES FOUNDATION, 2025 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA 19130 | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -753,364. DONATED SERVICES AND USE OF FACILITIES: 27,032. TOTAL TO FORM 990, PART XI, LINE 5: -726,332. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE TO THIS PROCESS FROM THE PRIOR YEAR. |