2023-05-30T16:07:19-05:00 2022-09-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2021-10-01 751077979 Amon Carter Museum of Western Art % SCOTT A WILCOX AMON 8177381933 3501 Camp Bowie Blvd Fort Worth TX 76107 SCOTT WILCOX COO/CFO 8177381933 2023-08-15 true SCOTT WILCOX 999009999 Jeanette Verrelli P00742631 9727028262 2 2021 2023-04-26 12:10:37Z Amon Carter Museum of American Art ANDREW WALKER 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 26012270 false X WWW.CARTERMUSEUM.ORG X 1961 TX TO COLLECT, PRESERVE, AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS, AND PROGRAMS 16 13 171 72 0 0 13465805 16606132 9379 68008 1704999 2551329 121863 115004 15302046 19340473 6000 64586 0 0 8465027 8776372 0 0 1109257 7034160 8927927 15505187 17768885 -203141 1571588 91879509 82213557 2914970 1300186 88964539 80913371 X THE AMON CARTER MUSEUM OF WESTERN ART WAS ESTABLISHED THROUGH THE GENEROSITY OF AMON G. CARTER SR. (1879-1955) TO HOUSE HIS COLLECTION OF MORE THAN 400 PAINTINGS AND SCULPTURES BY FREDRIC REMINGTION AND CHARLES M. RUSSELL, TO COLLECT, PRESERVE AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATION, AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. false false 8691974 64586 110429 EXHIBITIONS: THE AMON CARTER MUSEUM HAS A LONG HISTORY OF PRESENTING EXHIBITIONS DEVOTED TO AMERICAN ART, INCLUDING MASTERWORKS ON LOAN FROM ARTISTS AND INSTITUTIONS AROUND THE NATION. THESE INITIATIVES ACHIEVE THE MUSEUM'S OBJECTIVES OF ADVANCING SCHOLARSHIP, SHARING THE FINEST EXAMPLES OF AMERICAN ART IN OUR COMMUNITY, AND EDUCATING BOTH NEW AND REPEAT AUDIENCES THROUGH UNIQUE PROGRAMMING AND MARKETNG OPPORTUNITIES. EXHIBITIONS MAKE AVAILABLE TO DIVERSE AUDIENCES OF ALL AGES SOME OF THE FINEST WORKS OF AMERICAN ART EVER CREATED AND PROVIDE MEANINGFUL CONTEXT FOR THEM. THEY SHED LIGHT ON THE IMPORTANCE AND RELEVANCE OF THE CARTER'S COLLECTION OF AMERICAN ART AND PROMOTE ITS AVAILABILITY AS A FREE RESOURCE FOR ENTERTAINMENT AND LEARNING THROUGH ONSITE TOURS, PUBLIC PROGRAMS FOR ADULTS AND FAMILIES, AND LIVE, TWO-WAY VIDEO CONFERENCES. SPECIAL EXHIBITIONS CONNECT THOUSANDS OF INDIVIDUALS FROM THIS COMMUNITY, AROUND THE STATE, AND AROUND THE COUNTRY TO INSPIRING, IMPORTANT ARTWORKS THAT THEY MAY NOT OTHERWISE HAVE THE OPPORTUNITY TO SEE. COLLECTION MANAGEMENT: THE AMON CARTER MUSEUM OPENED IN 1961 IN A BUILDING DESIGNED BY ARCHITECT PHILIP JOHNSON AND HAS ALWAYS BEEN OPEN FREE TO THE PUBLIC. OVER THE YEARS, IT HAS EXPANDED ITS COLLECTION TO INCLUDE NEARLY 8,000 PAINTINGS, SCULPTURE, DRAWINGS, PRINTS, AND WATERCOLORS AND ALMOST 45,000 EXHIBITION QUALITY PHOTOGRAPHIC PRINTS. THE CARTER IS NOW ONE OF THE WORLD'S PREEMINENT MUSEUMS DEVOTED EXCLUSIVELY TO THE STUDY OF AMERICAN ART WITH PREMIER MASTERWORKS BY GREAT AMERICAN ARTISTS OF THE NINETEENTH AND TWENTIETH CENTURIES. THROUGH A SERIES OF ACQUISITIONS, SCHOLARLY CATALOGUES, SPECIAL EXHIBITIONS, AND PUBLIC PROGRAMS, THE CARTER EARLY ON ESTABLISHED ITS REPUTATION AS A NATIONAL LEADER IN COLLECTING AND ADVANCING AMERICAN ART SCHOLARSHIP. THE CARTER IS IN THE MIDST OF A MAJOR INITIATIVE TO DIGITIZE ITS COLLECTIONS WITH THE GOAL OF A FULLY DIGITIZED, CATALOGUED, SEARCHABLE, AND ACCESSIBLE ONLINE COLLECTION DATABASE AND INTERNET SITE TO MAKE THE COLLECTIONS AVAILABLE TO ITS EXPANDING AUDIENCES AND TO PROMOTE THE EXPLORATION, SCHOLARSHIP, AND UNDERSTANDING OF AMERICAN ART AND ART HISTORY. OTHER PROGRAM SERVICES: THE AMON CARTER MUSEUM OF WESTERN ART'S CURATORIAL DEPARTMENT ORGANIZES A NUMBER OF EXHIBITIONS EACH YEAR HIGHLIGHTING EXEMPLARY WORKS OF AMERICAN ART FOR THE CARTER'S OWN COLLECTION, AS WELL AS WORKS FROM FELLOW FINE ARTS INSTITUTIONS. IN ADDITION TO THEIR WORK ON THE ORGANIZATION OF EXHIBITIONS, THE CURATORIAL STAFF OF THE CARTER MAKE SCHOLARLY CONTRIBUTIONS TO THE FIELD OF ART THROUGH LECTURES, SYMPOSIUMS, AND PUBLICATIONS. PUBLICATIONS:THE AMON CARTER MUSEUM OF WESTERN ART PUBLISHES BOOK THAT SUPPORT ITS MISSION, COLLECTION, AND EXHIBITIONS. 1882806 52104 EDUCATION: THE CARTER WELCOMES VISITORS OF ALL AGES AND ABILITIES AND IS COMMITTED TO HELPING ALL VISITORS ENJOY ITS EXHIBITIONS AND AMERICAN ART THROUGH ACCESSIBLE FACILITIES, PROGRAMS, AND INCLUSIVE EXPERIENCES. EDUCATION IS CENTRAL TO THE CARTER'S MISSION AND SERVICE TO THE COMMUNITY. NEARLY ONE-THIRD OF THE MUSEUM'S ANNUAL AUDIENCE COMES TO THE AMON CARTER AS PART OF A SCHOOL TOUR OR TO PARTICIPATE IN AN ALL AGES EDUCATION PROGRAM. OUR APPROACH FOCUSES ON OUR EXHIBITIONS AND COLLECTION THROUGH DYNAMIC EVENTS THAT HELP PEOPLE SEE THEMSELVES IN OUR ARTWORK WHILE ALLOWING US TO CONNECT WITH THEIR LIFESTYLES. THE CARTER'S PUBLIC PROGRAMS OFFER ADULTS ENGAGING OPPORTUNITIES TO LEARN FROM EXPERTS, ARTISTS, AND FROM ONE ANOTHER. PROGRAM PARTICIPANTS HAVE THE CHANCE TO EXPLORE CREATIVITY WHILE GAINING FRESH PERSPECTIVES THROUGH A WIDE RANGE OF EXTRAORDINARY EXPERIENCES WITH ART. ADULTS EXPERIENCE AN ENRICHING CREATIVE EXPLORATION OF THE MUSEUM'S EXHIBITIONS AND COLLECTION WITH MUSIC, FILM, PERFORMANCES, AND UNEXPECTED CONNECTIONS IN OUR FALL SERIES OR IN THE GALLERIES ON GAME NIGHT. ADULTS GAIN NEW PERSPECTIVES FROM EXPERTS OUTSIDE OF THE ART WORLD AT OUR EXPERTS ON THE CARTER (ETC.) SERIES. DURING OUR SPRING SERIES, COCKTAILS AT THE CARTER, ATTENDEES EXPERIENCE WORKS OF ART THROUGH CONNECTIONS WITH LIVE MUSIC, GALLERY ACTIVITIES, AND INSIGHTS FROM LOCAL ARTISTS. PROGRAMMING FOR FAMILIES IS DESIGNED TO ALLOW THE NEXT GENERATION OF CULTURAL PARTICIPANTS TO GROW UP WITH US. FROM TOTS TO TEENS, OUR FAMILY PROGRAMS OFFER PLAYFUL EXPERIMENTATION WITH DIFFERENT ACTIVITIES, MATERIALS, AND WORKS OF ART. WE HAVE UNIQUE OPPORTUNITIES FOR ALL FAMILIES. FOR EXAMPLE: RESOURCES FOR PARENTS, CLASSES IN THE GALLERIES, A POP UP EDUCATION SPACE FOR YOUNG LEARNERS AND THEIR FAMILIES, INNOVATIVE FAMILY WORKSHOPS WITH ARTISTS, AND SPECIAL FAMILY EVENTS EXCLUSIVELY FOR OUR MEMBERS. ALL AGES CAN ENJOY TOOLS TO EXPLORE THE COLLECTION FROM ART DISCOVERY GUIDES DESIGNED TO LEAD VISITORS ON A THEMED JOURNEY THROUGH THE GALLERIES TO ARTIVITY TOTES TO EXPLORE ARTWORKS WITH GAMES AND HANDS-ON ACTIVITIES. OUR COMMITMENT TO AUDIENCES OF ALL ABILITIES IS STRENGTHENED BY NEW COMMUNITY PARTNERSHIPS WITH PROFESSIONALS SKILLED IN SERVING VISITORS WITH SPECIAL NEEDS AS WE COLLABORATE TO CREATE A NEW PROGRAM FOR INDIVIDUALS WITH EARLY STAGE ALZHEIMER'S DISEASE, EXPAND AND DEEPEN EXPERIENCES FOR INDIVIDUALS WITH AUTISM SPECTRUM DISORDER, AND BUILD UPON OPPORTUNITIES FOR VISITORS WITH VISION IMPAIRMENT AND COGNITIVE DISABILITIES. 10574780 true true false false false false false true false true true false false false true false true false false false false false false false false false false true false true false false false false false false false true true true false false false true false false false true 86 0 true 171 true false false false false false true true false false false false false false X 16 13 true false false false true true true true true false false true true true true true true true true false X SCOTT A WILCOX 8177381933 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 X WALKER ANDREW EXECUTIVE DIRECTOR 35.0 0.0 X 355012 0 34628 WILCOX SCOTT COO/CFO 35.0 0.0 X 300115 0 37215 ABOTT BRETT STEPHEN END 012022 DIRECTOR OF CURATORIAL/EXHIBIT 35.0 0.0 X 168529 0 34561 VANDERPOOL CLIFTON GUY DIRECTOR OF DEVELOPMENT/COMM. 35.0 0.0 X 166334 0 23590 FANNING SHERRIE DIRECTOR OF HUMAN RESOURCES 35.0 0.0 X 130585 0 24484 RORHBACH JOHN B CHIEF CURATOR 35.0 0.0 X 124516 0 21091 PERMANN THERESA RENEE FINANCE DIRECTOR 35.0 0.0 X 118269 0 25648 WALKER ALFRED LEE HEAD OF FACILITIES 35.0 0.0 X 114953 0 24104 BLAKE AMANDA DIRECTOR OF EDUCATION & LIBR. 35.0 0.0 X 130577 0 8163 BASS ROBERT M SECRETARY 2.0 0.0 X X 0 0 0 BECK MARY CONSTANCE TRUSTEE 2.0 0.0 X 0 0 0 BUTT STEPHEN TRUSTEE 2.0 0.0 X 0 0 0 CHALK JOHN ALLEN TRUSTEE START: 05/2022 2.0 0.0 X 0 0 0 CONFORTI MICHAEL TRUSTEE 2.0 0.0 X 0 0 0 DAVIDSON GLENN TRUSTEE 2.0 0.0 X 0 0 0 FRIEDMAN WALKER C TRUSTEE 2.0 0.0 X 0 0 0 HICKEY JOHN P TRUSTEE END: 02/2022 2.0 0.0 X 0 0 0 HIXON KAREN JOHNSON PRESIDENT 2.0 0.0 X X 0 0 0 JOHNSON CHRISTIN TRUSTEE 2.0 0.0 X 0 0 0 JOHNSON MARK L VICE PRESIDENT 2.0 0.0 X X 0 0 0 KING J BRYAN TRUSTEE 2.0 0.0 X 0 0 0 KING J LUTHER JR TRUSTEE 2.0 0.0 X 0 0 0 PORTER DAVID M TRUSTEE 2.0 0.0 X 0 0 0 ROBINSON JOHN H TREASURER 2.0 0.0 X X 0 0 0 SMILEY STEPHEN TRUSTEE 2.0 0.0 X 0 0 0 TATUM NENETTA TRUSTEE 2.0 0.0 X 0 0 0 1608890 0 233484 13 false true false LUCIA MARQUAND 1400 SECOND AVE SEATTLE WA 98101 PRINTING 139987 HUMPHREY ASSOCIATES INC 1501 LUNA ROAD CARROLLTON TX 75006 MECH/ELECTRICAL 112360 BOLDFACE STUDIOS LLC PO BOX 864363 PLANO TX 75086 DESIGN & PRINT MNGT 106710 RESNICOW ASSOCIATES INC 111 BROADWAY SUITE 1306 NEW YORK NY 10006 PR CONSULTANTS 102720 4 771510 12210060 2247275 1377287 127519 16606132 EXHIBITION & LOAN FEES 900099 15904 15904 TUITION/REGISTRATION 900099 52104 52104 68008 875313 875313 0 1514 1514 4200 4200 0 4200 4200 8186741 8075 6512673 6127 1674068 1948 1676016 1676016 0 0 0 0 0 0 247522 152997 94525 94525 INSURANCE REIMBURSEMENT 900099 6661 6661 OTHER MISCELLANEOUS INCOME 900099 6804 6804 HONORARIA 900099 1300 1300 14765 19340473 162533 2571808 X 64586 64586 0 0 0 1119985 336022 519873 264090 0 6045056 3873921 1803146 367989 253014 163320 74943 14751 873271 535331 273868 64072 485046 287155 156303 41588 48476 48476 30416 14056 16360 78222 78222 0 0 205740 205740 1852613 925518 741569 185526 1103409 1102265 1144 503278 333731 154926 14621 138092 66533 62053 9506 0 390984 293242 87823 9919 210161 103080 62795 44286 0 0 0 0 2329075 1826134 444887 58054 243750 135891 107859 ART ACCESSIONS 1201630 1201630 EXHIBITION & LOAN FEES 300642 300557 85 PRINTING & REPRODUCTION 188716 71020 89060 28636 MEMBERSHIP 68952 35852 28421 4679 33771 7201 26259 311 17768885 10574780 6084848 1109257 2620 2620 5685779 3822856 1344436 139224 16450 104073 0 0 0 0 0 0 257550 225151 140472 119604 56069704 29634505 28342585 26435199 56089617 47907925 0 0 0 0 0 0 0 3456905 91879509 82213557 791883 1188742 0 0 123087 110944 0 0 0 0 0 0 0 0 0 0 2000000 500 2914970 1300186 X 30904995 31861708 58059544 49051663 88964539 80913371 91879509 82213557 1571588 -9622756 X false true X true false X 24125434 20814336 16420273 13465805 16606132 91431980 0 0 24125434 20814336 16420273 13465805 16606132 91431980 66111640 25320340 524869 769553 654245 668062 881027 3497756 0 28004 23962 13610 37315 14765 117656 95047392 1090741 0.26640 0.23818 X SCHEDULE A, PART II, SECTION C, LINE 17A 10% FACT-AND-CIRCUMSTANCES TEST: THE AMON CARTER MUSEUM OF WESTERN ART (THE CARTER) IS A MUSEUM ORGANIZED TO COLLECT, PRESERVE AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART THROUGH ITS DIVERSE PROGRAMS AND SERVICES. THE MUSEUM STRIVES TO POSITION ITSELF AS AN INFLUENTIAL CULTURAL FORCE IN THE FORT WORTH-DALLAS COMMUNITY AND REGION. THE AMON CARTER MUSEUM QUALIFIES AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST OF REG SEC 1170A-9(E)(3) AS IT MEETS THE FOLLOWING REQUIREMENTS: TEN PERCENT OF SUPPORT TEST: THE AMON CARTER RECEIVED 26.64% OF ITS SUPPORT FROM THE GENERAL PUBLIC OR GOVERNMENT ENTITIES IN THE 2017-2021 LOOKBACK PERIOD. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT: ADMISSION TO ALL OF THE AMON CARTER'S GALLERIES, SPECIAL EXHIBITIONS AND PUBLIC PROGRAMS IS FREE. THE MUSEUM'S DEVELOPMENT STAFF ACTIVELY CONDUCTS RESEARCH ON AND SEEKS DONATIONS FROM FOUNDATIONS, TRUSTS, CORPORATIONS, INDIVIDUALS, AND GOVERNMENT AGENCIES FOR THE VARIOUS MUSEUM ACTIVITIES. THE MUSEUM'S INDIVIDUAL MEMBERSHIP (1,587 MEMBERS) AND CORPORATE MEMBERSHIP (5 MEMBERS) PROGRAMS GENERATE REVENUE FROM THEIR ANNUAL DUES. AN ANNUAL FUND CAMPAIGN IS ALSO CONDUCTED. EACH YEAR MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR STAFF ARE ACTIVELY INVOLVED IN THE ONGOING FUNDRAISING EFFORT. ADDITIONALLY, THE MUSEUM HAS AN EXTENSIVE WEB SITE THAT PROMOTES ITS PAST, PRESENT AND FUTURE PROGRAMS. THE WEB SITE ALSO PROMINENTLY FEATURES THE MUSEUM'S COLLECTION, ITS SPECIAL EXHIBITIONS, AND ITS MUSEUM STORE MERCHANDISE. IN FY 2022 THE WEB SITE RECEIVED 442,188 TOTAL VISITS. SOURCES OF SUPPORT FACTOR: DESPITE THE FACT THAT THE MUSEUM RECEIVES LESS THAN ONE THIRD OF ITS SUPPORT FROM SOURCES THAT ARE CONSIDERED PUBLIC OR GOVERNMENTAL, SUPPORT COMES FROM CASH DONATIONS, DONATED GOODS/SERVICES AND GIFTS OF ART FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS, BOTH FOR-PROFIT AND TAX EXEMPT. IN FY 2022, 1,670 CONTRIBUTORS SUPPORTED THE MUSEUM AT VARIOUS GIVING LEVELS. DURING THE 2022 FISCAL YEAR, THE MUSEUM HAD 76,332 VISITORS COME THROUGH THE FACILITY. REPRESENTATIVE GOVERNING BODY FACTOR: THE BOARD OF TRUSTEES IS A BLEND OF CARTER FAMILY MEMBERS AND INDEPENDENT TRUSTEES FROM THE OUTSIDE, CONSISTING OF A MUSEUM DIRECTOR EMERITUS, BANKERS, LAWYERS, PHILANTHROPISTS, AND CORPORATE/COMMUNITY LEADERS. NEW MEMBERS ARE OCCASIONALLY ADDED; HOWEVER, THE BOARD DOES NOT EXPERIENCE HIGH TURNOVER. MEMBERS OF THE BOARD ARE NOMINATED BY THE NOMINATING COMMITTEE AND ELECTED TO THREE YEAR TERMS. THE BOARD CONSISTS OF NINE TO FIFTEEN MEMBERS, AS DECIDED BY THE BOARD. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR: THE MUSEUM IS OPEN TO THE PUBLIC SIX DAYS A WEEK. ADMISSION IS FREE. THE MUSEUM ALSO HOUSES A LIBRARY THAT IS OPEN TO THE PUBLIC, STUDENTS AND SCHOLARS FOR RESEARCH INTO AMERICAN ART. THE MUSEUM IS A REPOSITORY OF THE SMITHSONIAN ARCHIVES OF AMERICAN ART, ONE OF ONLY FIVE SUCH SITES IN THE COUNTRY. IT PROVIDES EDUCATIONAL PROGRAMS DESIGNED FOR ADULTS, FAMILIES, TEACHERS, AND STUDENTS (INCLUDING HOME-SCHOOLED STUDENTS AND THEIR PARENTS) AND RESOURCES FOR INCORPORATING AMERICAN ART IN THE CLASSROOM. IN FISCAL YEAR 2022, 14,902 STUDENTS PARTICIPATED IN THE 361 ONSITE SCHOOL TOURS THROUGHOUT THE YEAR, AND 83 DISTANCE LEARNING PROGRAMS WERE BROADCAST TO 2,669 STUDENTS AND TEACHERS ACROSS THE COUNTRY AND INTERNATIONALLY. THE MUSEUM FACILITATED 240 OFFSITE PROGRAMS FOR 5,061 STUDENTS AND 20 OFFSITE INTERGENERATIONAL PROGRAMS FOR 1,788 CHILDREN AND ADULTS. THE MUSEUM PROVIDED 16 PROFESSIONAL DEVELOPMENT WORKSHOPS FOR 415 EDUCATORS THROUGHOUT THE YEAR. THE MUSEUM HOSTED PUBLIC PROGRAMS IN CONJUNCTION WITH ITS PERMANENT COLLECTION AND SPECIAL EXHIBITIONS, INCLUDING 130 ADULT PROGRAMS, 2 INTERGENERATIONAL PROGRAMS AND 63 YOUTH AND FAMILY PROGRAMS, WHICH TOGETHER SERVED 8,791 PEOPLE. ADDITIONALLY, 3,414 ADULTS PARTICIPATED IN 439 TOURS, AND 0 VISITORS WERE REACHED DURING 0 IN-GALLERY ART CART SESSIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 55784104 -7058790 2067249 205740 46452325 47818965 9048855 886811 196905 55784104 45378920 5235891 2635480 160366 47818965 44510868 1000 1510532 493924 149556 45378920 37523651 3636199 3890090 421792 117280 44510868 0.91000 0.09000 false false 102000 102000 44695957 23860163 20835794 5364961 1652018 3712943 5623001 4122324 1500677 283785 283785 26435199 0 REFUNDABLE ADVANCES 500 500 10021457 -9622756 509480 -9113276 19134733 205740 205740 19340473 18072625 509480 509480 17563145 205740 205740 17768885 SCHEDULE D, PART III, LINE 1A THE COLLECTION OF AMON G. CARTER, SR., WHICH GAVE RISE TO THE MUSEUM, IS NOW OWNED BY THE AMON G. CARTER FOUNDATION (THE "FOUNDATION"). THE FOUNDATION'S COLLECTION IS DISPLAYED AT THE MUSEUM AS A LONG-TERM LOAN. IN ADDITION TO THE FOUNDATION'S COLLECTION, THE MUSEUM HAS DEVELOPED ITS OWN ART AND LIBRARY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS. THE MUSEUM HAS ADOPTED A POLICY OF NOT CAPITALIZING THE COLLECTION IN ITS FINANCIAL STATEMENTS. ACCORDINGLY, THE MUSEUM'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE MUSEUM'S STATEMENTS OF FINANCIAL POSITION IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PURCHASES OF COLLECTION ITEMS ARE REPORTED IN THE YEAR OF ACQUISITION AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS OR IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED TO THAT USE BY DONOR STIPULATION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REPORTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DISPOSAL OF AND INSURANCE RECOVERIES RELATED TO COLLECTION ITEMS ARE REPORTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE MUSUEM HAS A POLICY TO USE PROCEEDS FROM DEACCESSIONED ITEMS FOR THE ACQUISITION OF NEW COLLECTION ITEMS. SCHEDULE D, PART III, LINE 4 THE AMON CARTER MUSEUM OF AMERICAN ART (THE CARTER) HOUSES ONE OF THE NATION'S PREEMINENT COLLECTIONS OF AMERICAN ART, FROM WORKS BY THE EARLY NINETEENTH-CENTURY ARTIST-EXPLORERS THROUGH THOSE OF THE MID-TWENTIETH-CENTURY MODERNISTS AND UP TO THE WORK OF CONTEMPORARY PHOTOGRAPHERS. THE CARTER ALSO HOUSES THE SINGLE MOST IMPORTANT COLLECTION OF WORKS BY FREDERIC REMINGTON AND CHARLES M. RUSSELL AND THE ARTIST ARCHIVES OF EIGHT AMERICAN PHOTOGRAPHERS. COMPRISED OF 300,000 WORKS OF ART, THESE COLLECTIONS ARE INTEGRAL TO THE MUSEUM'S MISSION TO PRESERVE, PROTECT, AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS, AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. SCHEDULE D, PART V, LINE 4 THE AMON CARTER MUSEUM OF WESTERN ART'S ENDOWMENT CONSISTS OF TWELVE INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE INCLUDE ACQUISITIONS, CONSERVATION, EDUCATIONAL PROGRAMS AND FELLOWSHIP PROGRAMS, AS WELL AS OTHER PURPOSES. SCHEDULE D, PART III, LINE 5 ALL FUNDS RAISED FROM THE SALE OF DONATED ART, THAT WAS NOT CHOSEN TO BE PART OF THE COLLECTION, WILL BE USED TO ACQUIRE ADDITIONAL ART FOR THE COLLECTION AND NOT USED FOR GENERAL OPERATIONS. SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true AMERICAN NANJING UNIVERSITY EDUCATION FOUNDATION 1521 CONCORD PIKE STE 301 WILMINGTON DE 19803 263483366 501(C)(3) 30000 DONATION FOR NEW LIBRARY CRISTO REY FORT WORTH CORP WORK STUDY PROG INC 2633 ALTAMESA FORT WORTH TX 76133 474721000 501(C)(3) 34586 WORK STUDY PROGRAM FOR HIGH SCHOOL STUDENTS 2 SCHEDULE I, PART I, LINE 2 THE MUSEUM MONITORS THE USE OF GRANT FUNDS BY ASSIGNING GRANT CODES IN THE ACCOUNTING SYSTEM. EXPENSES ASSOCIATED WITH EACH GRANT CAN BE REPORTED SEPARATELY AND TRACKED AGAINST THE GRANT REVENUE RECEIVED. X X X X false false false false false false false true false WALKER ANDREW EXECUTIVE DIRECTOR 355012 0 0 0 0 0 14473 0 20155 0 389640 0 0 0 WILCOX SCOTT COO/CFO 300115 0 0 0 0 0 14312 0 22903 0 337330 0 0 0 FANNING SHERRIE DIRECTOR OF HUMAN RESOURCES 128585 0 2000 0 0 0 6626 0 17858 0 155069 0 0 0 ABOTT BRETT STEPHEN END 012022 DIRECTOR OF CURATORIAL/EXHIBIT 167029 0 1500 0 0 0 8573 0 25988 0 203090 0 0 0 VANDERPOOL CLIFTON GUY DIRECTOR OF DEVELOPMENT/COMM. 164834 0 1500 0 0 0 8297 0 15293 0 189924 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments: Bonuses paid were discretionary based on services performed above and beyond normal duties. LUTHER KING CAPITAL MANAGEMENT 3 BOARD MEMBERS GREATER THAN 35% OWNERSHIP 152169 INVESTMENT MANAGEMENT FEES false X 73 0 X 6 127519 VALUE WHEN DONATED 4 false true true SCHEDULE M, PART I, LINE 32B THIRD PARTIES OR RELATED ORGANIZATIONS TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: FINE ART AUCTION HOUSES WERE ENGAGED TO SELL DONATED ART THAT WAS NOT ACCESSED INTO THE MUSEUM'S ART COLLECTION. SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNTS LISTED IN COLUMN B ARE THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 33 Non-Recognized Noncash Contributions: AMON CARTER MUSEUM OF AMERICAN Art's ART and library collections are not recognized as assets on the museum's statement of financial position. Purchases or contributions of collection items are recorded as art and library accessions in the year in which the items are acquired. FORM 990, PART VI, SECTION A, LINE 2 RELATIONSHIPS OF OFFICERS, DIRECTORS, AND TRUSTEES: KAREN J. HIXON, MARK L. JOHNSON, CHRISTIN JOHHSON AND NENETTA CARTER TATUM HAVE A FAMILY RELATIONSHIP. J. BRYAN KING AND J. LUTHER KING, JR. HAVE A FAMILY RELATIONSHIP. MARK L. JOHNSON, J. BRYAN KING, AND J. LUTHER KING, JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: THE ORGANIZATION HAS MEMBERS. THE MEMBERS SHALL CONSIST OF THOSE INDIVIDUALS WHO FROM TIME TO TIME ARE DIRECTORS OF AMON G. CARTER FOUNDATION. ANY PERSON WHO IS DULY ELECTED AS A DIRECTOR OF AMON G. CARTER FOUNDATION SHALL IPSO FACTO BECOME A MEMBER OF AMON CARTER MUSEUM OF WESTERN ART. FORM 990, PART VI, SECTION A, LINE 7A & 7B MEMBER ELECTION AND DECISION ABILITIES: AT EACH ANNUAL MEETING OF THE MEMBERS OF THE MUSEUM, TRUSTEES SHALL BE ELECTED BY THOSE MEMBERS TO FILL THE VACANCIES CREATED BY THE EXPIRATION OF THE TERMS OF OFFICE OF THOSE TRUSTEES WHOSE TERMS EXPIRE WITH SAID MEETING. THE MEMBERS OF THE BOARD OF TRUSTEES OF THE MUSEUM SHALL HAVE ULTIMATE CONTROL OF THE AFFAIRS AND OPERATION OF THE MUSEUM, SUBSTANTIALLY TO THE SAME EXTENT THAT STOCKHOLDERS IN A TEXAS BUSINESS CORPORATION HAVE ULTIMATE CONTROL OF THE AFFAIRS OF A TEXAS BUSINESS CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS SUBMITTED TO THE AUDIT AND FINANCE COMMITTEE FOR A DETAILED REVIEW. THE AUDIT AND FINANCE COMMITTEE THEN SUBMITS IT TO THE FULL BOARD OF TRUSTEES. AFTER ACCEPTANCE BY THE BOARD OF TRUSTEES, THE FORM 990 IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THROUGH REVIEW OF THE ANNUAL DISCLOSURE FORMS AND EDUCATING EMPLOYEES TO DISCLOSE ANY CONFLICTS INVOLVING THE AMON CARTER MUSEUM AND ITS OFFICERS, TRUSTEES, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: ON A BIENNIAL BASIS, THE HUMAN RESOURCES DEPARTMENT WORKS WITH AN OUTSIDE CONSULTING FIRM TO REVIEW THE PAY RANGE OF THE DIRECTOR'S AND OTHER OFFICERS' JOB GRADES BASED ON THE PAY FOR SIMILAR POSITIONS IN COMPARABLE MUSEUMS AND OTHER SURVEY DATA. THIS INFORMATION IS PRESENTED TO THE BOARD PRESIDENT AND VICE PRESIDENT, WHO FUNCTION AS THE COMPENSATION COMMITTEE. THE BOARD PRESIDENT AND VICE PRESIDENT USE THIS INFORMATION, AS WELL AS ITS ANNUAL EVALUATION OF THE DIRECTOR'S AND OTHER OFFICERS' PERFORMANCE, TO DETERMINE THE APPROPRIATE RATE OF PAY FOR THE COMING YEAR. THEY THEN COMMUNICATE THAT INFORMATION TO THE MUSEUM'S HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICERS OR KEY EMPLOYEES COMPENSATION: COMPENSATION REVIEWS ARE CONDUCTED ANNUALLY BY THE HUMAN RESOURCE DIRECTOR AND OTHER APPROPRIATE MEMBERS OF THE LEADERSHIP TEAM. AN OUTSIDE FIRM IS CONSULTED ON A BIENNIAL BASIS TO EVALUATE PAY GRADES BASED ON JOB DESCRIPTIONS AND RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTUAL SERVICES TOTAL FEES:1852613 AMON G CARTER FOUNDATION PO BOX 1036 FORT WORTH TX 76101 756000331 ASSIST LOCAL TX 501(C)(3) PF NA false false false true false false false false false false false false false false false false false false false false