2021-11-12T07:05:56-06:00 2020-12-31 420714325 RSM US LLP 30 SOUTH 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2020-01-01 236000149 THE BARNES FOUNDATION BARN 2152787000 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 2152787000 2021-11-02 1 MARGARET ZMINDA 999009999 LYNNE JOHNSON P00757336 2157654600 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS COLLINS 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 50543932 0 X WWW.BARNESFOUNDATION.ORG X EDUCATIONAL INSTITUTION 1922 PA TO BE A LEADING FORUM FOR THE EXPLORATION OF THE ARTS, IDEAS, AND HISTORIES REPRESENTED IN ITS CORE COLLECTIONS. THE BARNES MANIFESTS THIS COMMITMENT BY TEACHING VISUAL LITERACY THROUGH THE BARNES-DE-MAZIA METHOD; SUPPORTING ADVANCED SCHOLARSHIP ON ITS COLLECTIONS AND RELATED SUBJECTS; SHARING COMPELLING INTERPRETIVE STRATEGIES; AND OFFERING INCLUSIVE CULTURAL AND EDUCATIONAL EXPERIENCES ON-SITE, ONLINE, AND IN THE COMMUNITIES IT SERVES. CENTRAL TO THE BARNES FOUNDATION'S MISSION IS THE ENCOURAGEMENT OF EVER-DEEPER UNDERSTANDING AND ENJOYMENT OF ITS COLLECTIONS BY DIVERSE LOCAL, NATIONAL, AND INTERNATIONAL AUDIENCES. 15 15 188 178 243258 0 14268162 17896014 6439435 2954316 3122680 132773 733875 266017 24564152 21249120 0 0 0 0 10148208 10577082 315787 277453 2850104 14262054 11686401 24726049 22540936 -161897 -1291816 214994378 223515679 2815717 1557575 212178661 221958104 X 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. 0 0 6695779 24936 THE FOUNDATION ENGAGES IN AN ACTIVE PROGRAM OF COLLECTION CARE AND CONSERVATION. THE BARNES ART COLLECTION COMPRISES OVER 8,000 WORKS OF FINE AND DECORATIVE ARTS, INCLUDING PAINTINGS, FRAMES, WORKS ON PAPER, FURNITURE AND DECORATIVE METALWORK. THE FOUNDATION'S PHILADELPHIA FACILITY INCLUDES A STATE-OF-THE-ART PAINTING CONSERVATION LAB. IN 2020, THE BARNES CONTINUED RESEARCH INTO AMEDEO MODIGLIANI'S WORKING METHODS AND MATERIALS, A PROJECT THAT WILL CULMINATE IN AN EXHIBITION AT THE BARNES IN 2022. TECHNICAL EXAMINATION AND ANALYSIS OF THE 12 MODIGLIANI PAINTINGS IN THE BARNES COLLECTION IN PROGRESS INCLUDES ULTRAVIOLET-VISIBLE FLUORESCENCE PHOTOGRAPHY, INFRARED REFLECTOGRAPHY, AND X-RADIOGRAPHY. X-RAY FLUORESCENCE SPECTROSCOPY (XRF) ANALYSIS WITH BOTH SPOT AND ELEMENTAL MAPPING IS BEING PERFORMED TO CHARACTERIZE PIGMENTS. TECHNICAL EXAMINATION OF THE 21 PAINTINGS BY SOUTINE AND MANY OTHER PAINTINGS IN THE COLLECTION CONTINUED AND INCLUDED X-RADIOGRAPHY AND CONSERVATION TREATMENTS.THE FOUNDATION CONTINUED THE MULTI-YEAR PROJECT, BEGUN IN 2015, OF RECOATING THE NEARLY 887 METAL OBJECTS DISPLAYED ON THE WALLS OF THE COLLECTION GALLERY. THE TREATMENT CONSISTS OF REMOVING OLD COATINGS, CLEANING THE SURFACE OF THE METAL, AND APPLYING A PROTECTIVE WAX COATING TO THE OBJECT. 628 OBJECTS HAVE BEEN TREATED TO DATE. CONSERVATORS CONTINUED THEIR EFFORTS ON A LONG-TERM PROJECT TO PRESERVE THE BARNES'S 365 WORKS OF ART ON PAPER, 280 OF WHICH ARE PERMANENTLY INSTALLED IN THE COLLECTION GALLERY. IN ADDITION, THE SENIOR CONSERVATOR CONTINUED TO EXAMINE EGYPTIAN OBJECTS IN THE ANTIQUITIES COLLECTION. THE BARNES PRESENTED TWO EXHIBITIONS IN OUR AILEEN AND BRIAN ROBERTS GALLERY IN 2020. THE FIRST MAJOR EXHIBITION DEDICATED TO AN INNOVATIVE BUT UNSUNG FEMALE ENTREPRENEUR IN MODERN ART. MARIE CUTTOLI: THE MODERN THREAD FROM MIRO TO MAN RAY WAS CURATED BY CINDY KANG, ASSOCIATE CURATOR AT THE BARNES AND WAS ON DISPLAY FROM FEBRUARY 23, 2020 THROUGH AUGUST 23, 2020. MARIE CUTTOLI (1879-1973) COMMISSIONED THE MOST CELEBRATED ARTISTS OF HER TIME - PICASSO, BRAQUE, LEGER, LE CORBUSIER, MAN RAY, AND MIRO, AMONG OTHERS - TO CREATE DESIGNS FOR THE HISTORIC TAPESTRY WORKSHOPS IN AUBUSSON, FRANCE, SINGLE-HANDEDLY REVIVING THE FRENCH ARTISAN TRADITION AND REVEALING MODERNISM'S PROFOUND DIALOGUE WITH THE DECORATIVE ARTS. THE EXHIBITION, WHICH TRACED CUTTOLI'S PIONEERING CAREER AND FEATURED LARGESCALE TAPESTRIES AND PAINTINGS, DRAWINGS, PHOTOGRAPHS, CLOTHING, RUGS, AND ARCHIVAL MATERIAL, HELD A SPECIAL SIGNIFICANCE FOR THE BARNES FOUNDATION. WHEN A SELECTION OF CUTTOLI'S TAPESTRIES TOURED THE US IN THE 1930S AND '40S, DR. ALBERT C. BARNES WAS ONE OF HER MOST VOCAL ADVOCATES AND PATRONS. THE SECOND EXHIBITION WAS A LANDMARK EXHIBITION FEATURING THE RICH AND VARIED SCULPTURE OF WOODCARVER ELIJAH PIERCE (1892-1984). ELIJAH PIERCE'S AMERICA WAS THE FIRST MAJOR RETROSPECTIVE OF PIERCE'S WORK TO BE PRESENTED OUTSIDE HIS HOME CITY OF COLUMBUS, OHIO, IN MORE THAN 25 YEARS. THE EXHIBITION WAS ON DISPLAY FROM SEPTEMBER 27, 2020 THROUGH JANUARY 18, 2021. PIERCE IS KNOWN BEST FOR A TOUR-DE-FORCE VOLUME OF BIBLICAL SCENES. HIS CARVINGS DEPICT REMARKABLE NARRATIVES, RELIGIOUS PARABLES, AUTOBIOGRAPHICAL SCENES, EPISODES FROM AMERICAN POLITICS AND REFLECT HIS EXPERIENCE IN ONE OF THE FIRST GENERATIONS OF AFRICAN AMERICANS BORN INTO FREEDOM. ELIJAH PIERCE'S AMERICA FEATURED MORE THAN 100 RARELY SEEN WORKS CREATED BETWEEN 1923 AND 1979, INCLUDING PAINTED BAS-RELIEFS AND FREE - STANDING CARVINGS. USING WOOD, CORRUGATED CARDBOARD, CREPE PAPER, HOUSE PAINT, ALUMINUM FOIL, GLITTER, AND RHINESTONES, PIERCE CREATED EXTRAORDINARY OBJECTS THAT EXPRESSED HIS FAITH, VALUES, AND PERSPECTIVE ON THE WORLD.OVER FATHER'S DAY WEEKEND, THE BARNES PRESENTED FROM THE ROOT TO THE FRUIT: PORTRAITS OF BLACK FATHERS AND THEIR CHILDREN, AN OUTDOOR PHOTOGRAPHY INSTALLATION BY WEST PHILADELPHIA ARTIST KEN MCFARLANE. PROJECTED ONTO THE FACADE OF THE BARNES, THE DOCUMENTARY PROJECT CELEBRATED BLACK FATHERHOOD AND WORKED TO COUNTERACT THE FALSE NARRATIVE OF THE ABSENTEE BLACK FATHER. BROUGHT TO THE BARNES BY COMMUNITY PARTNERS THE PEOPLE'S EMERGENCY CENTER AND THE MANTUA CIVIC ASSOCIATION, THE INSTALLATION WAS A COLLABORATION WITH WE EMBRACE FATHERHOOD, A COALITION OF WEST PHILADELPHIA FATHERS, ACTIVISTS, AND ARTISTS AND PC RADIO LIVE.THE BARNES'S CURATORIAL AND CONSERVATION STAFF CONTINUED TO WORK WITH COLLEAGUES AROUND THE WORLD TO PRODUCE SCHOLARLY PUBLICATIONS ABOUT OUR COLLECTION AND SPECIAL EXHIBITIONS. CONSERVATION AND CURATORIAL STAFF SUBMITTED ESSAYS BASED ON THEIR MULTI-YEAR EFFORTS TO EXAMINE AND ANALYZE ALL WORKS IN THE BARNES COLLECTION BY PAUL CEZANNE FOR A COMPREHENSIVE CATALOGUE TO BE CO-PUBLISHED WITH RIZZOLI IN 2021. IN 2020, THE BARNES PRODUCED A 160 PAGE, BEAUTIFULLY ILLUSTRATED CATALOGUE TO COMPLEMENT THE EXHIBITION MARIE CUTTOLI: THE MODERN THREAD FROM MIRO TO MAN RAY, TRACING CUTTOLI'S CAREER, FROM HER WORK IN FASHION AND INTERIORS UNDER HER LABEL MYRBOR TO HER REVIVAL OF THE FRENCH TAPESTRY INDUSTRY. EDITED BY CINDY KANG, ASSOCIATE CURATOR AT THE BARNES, AND CO-PUBLISHED WITH YALE UNIVERSITY PRESS, THE CATALOGUE FEATURES ESSAYS BY FRENCH AND AMERICAN SCHOLARS.TO ACCOMPANY THE EXHIBITION ELIJAH PIERCE'S AMERICA, THE BARNES PRODUCED THE FIRST SUBSTANTIAL PUBLICATION ON THE ARTIST IN MORE THAN 25 YEARS. THE CATALOGUE MARKS A NEW PHASE OF PIERCE'S CRITICAL RECEPTION AND CELEBRATES HIS RICH AND VARIED BODY OF WORK, FEATURING MORE THAN 100 RARELY SEEN WORKS CREATED BETWEEN 1923 AND 1979. THE FOUNDATION CONDUCTS ONGOING SCHOLARSHIP AND RESEARCH ON OBJECTS AND WORKS OF ART IN ITS COLLECTION, AND ON THE HISTORY OF THE ORGANIZATION AND ITS FOUNDERS. IN 2020, THE ARCHIVES, LIBRARY, AND SPECIAL COLLECTIONS DEPARTMENT CONTINUED TO MAKE SIGNIFICANT PROGRESS TOWARD MAKING THE VIOLETTE DE MAZIA COLLECTION AVAILABLE FOR RESEARCH. PROCESSING AND CATALOGUING HAVE BEEN COMPLETED, AND THE FRONT MATTER FOR THE FINDING AID HAS BEEN WRITTEN. THE FINDING AID WILL BE PUBLICLY AVAILABLE ON THE BARNES WEBSITE IN 2021. THE FOUNDATION ALSO HAS AN ART LIBRARY IN ITS PHILADELPHIA FACILITY WHICH IS OPEN TO STUDENTS, FACULTY AND RESEARCHERS, GENERALLY BY APPOINTMENT. WORK ON IMPLEMENTING A DIGITAL ASSET MANAGEMENT PROGRAM CONTINUED IN 2020. THE DIGITAL ASSET MANAGEMENT SYSTEM (DAMS) WAS ACQUIRED TO ENABLE PROPER STORAGE AND INTELLECTUAL CONTROL OF THE INSTITUTION'S IMAGES, AND TO PREPARE FOR THE POTENTIAL DIGITIZATION OF ARCHIVAL MATERIALS. THE COLLECTIONS RESEARCH TEAM CONTINUED TO PRODUCE NEW RESEARCH AND CONTENT ABOUT THE BARNES COLLECTION, INCLUDING 340 SHORT DESCRIPTIONS AND TEN EXTENDED NARRATIVES ABOUT OBJECTS ON THE WEBSITE, AND 27 NEW RESEARCH PAPERS ON ARTWORKS IN OUR HOLDINGS. THIS CONTENT IS MEANT TO PROVIDE READERS WITH BASIC INFORMATION ABOUT THE HISTORY OF OBJECTS AND THE ARTISTS OR CULTURES WHO MADE THEM. THIS CONTENT IS ALSO VIEWABLE ON BARNES FOCUS, THE FREE MOBILE GUIDE TO THE COLLECTION. EXPENSES FOR COLLECTIONS CARE INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS. 7342415 2414942 THE FOUNDATION'S PERMANENT COLLECTION GALLERY IN PHILADELPHIA WELCOMED MORE THAN 71,000 GUESTS DURING THE SIX AND A HALF MONTHS THE BARNES WAS OPEN TO THE PUBLIC. THE COVID-19 HEALTH CRISIS REQUIRED THE BUILDING TO BE CLOSED FOR 25 WEEKS. IN PREPARING TO WELCOME VISITORS BACK TO THE BUILDING, THE FOUNDATION REIMAGINED EVERY ASPECT OF OPERATIONS TO PRIORITIZE AND PROTECT THE HEALTH AND WELL-BEING OF OUR VISITORS AND STAFF, WITH THE GOAL OF PROVIDING A SAFE AND INSPIRING EXPERIENCE, ALLOWING FOR MEANINGFUL AND ENRICHING ENCOUNTERS WITH ART. MEASURES INCLUDED MANDATORY MASKS, REDUCED VISITOR CAPACITY, CONTACTLESS AND TIMED TICKETING, TEMPERATURE CHECKS, RIGOROUS CLEANING PROTOCOLS AND INSTALLATION OF PROTECTIVE PLEXIGLAS AND SPACING STANCHIONS. UPON REOPENING, THE BARNES'S PUBLIC HOURS WERE TEMPORARILY REDUCED FROM 6 DAYS PER WEEK TO 4 DAYS. A RETAIL STORE SELLS REPRODUCTIONS, PUBLICATIONS AND OTHER ITEMS RELATED TO THE ART COLLECTION. THE FOUNDATION ALSO PROVIDES ENTERTAINING PRIVILEGES TO ITS MEMBERS, HOSTING APPROXIMATELY 30 SPECIAL EVENTS DURING 2020.THE BARNES IS COMMITTED TO STRENGTHENING ACCESS AND ENGAGEMENT FOR ALL COMMUNITIES, INCLUDING YOUTH AND FAMILIES FROM ACROSS PHILADELPHIA. BY BUILDING NEW RELATIONSHIPS AND DEEPENING EXISTING ONES, WE ARE WORKING TO UPHOLD DR. BARNES'S BELIEF THAT ART IS FOR EVERYONE. IN JANUARY, FEBRUARY, AND MARCH 2020, THE BARNES CONTINUED TO HOST ITS POPULAR MONTHLY IN-PERSON PROGRAMMING, WELCOMING 6,916 GUESTS AT PECO FREE FIRST SUNDAY FAMILY DAYS AND 1,180 PARTICIPATING IN FIRST FRIDAYS. THE JANUARY YOUNG PROFESSIONALS NIGHT ATTRACTED NEARLY 700 YOUNG ART LOVERS FOR LIVE MUSIC AND THE OPPORTUNITY TO VIEW 30 AMERICANS. MORE THAN 700 GUESTS JOINED THE BARNES FOR ARTIST BASH, FEATURING PERFORMANCES BY MUSICIANS, DANCERS, ARTISTS, AND POETS. ALL ON-SITE PROGRAMMING WAS PAUSED IN MARCH, WITH THE ONSET OF THE COVID-19 HEALTH CRISIS AND THE CLOSURE OF OUR BUILDING. HOWEVER, THE BARNES CONTINUED TO CELEBRATE THE CREATIVE SPIRIT ONLINE THROUGH A NEW INSTAGRAM LIVE SERIES, #BARNESROLLCALL: LIVE TALKS WITH ARTISTS AND PERFORMERS. IN THE FALL, THE BARNES LAUNCHED THE ONLINE SPEAKER SERIES FACING CHANGE. OFFERED EVERY OTHER MONTH, THIS NEW PROGRAM BRINGS TOGETHER ARTISTS, SCHOLARS, AND COMMUNITY ACTIVISTS FOR A MULTICULTURAL AND INTERGENERATIONAL CONVERSATION ABOUT RACE IN AMERICA.THE 2019-20 SCHOOL YEAR MARKED THE THIRD YEAR OF PUENTES A LAS ARTES / BRIDGES TO THE ARTS, AN ART-BASED BILITERACY PROGRAM FOR PRE-K AND KINDERGARTEN ELL/ESL EARLY LEARNERS FROM SOUTH PHILADELPHIA'S GROWING LATINX IMMIGRANT COMMUNITY, MANY OF WHOM ARE LIVING AT OR BELOW POVERTY LEVEL. LESS THAN HALF OF THE CHILDREN FROM THESE FAMILIES ARE ENROLLED IN EARLY LEARNING PROGRAMS. IN PARTNERSHIP WITH PUENTES DE SALUD, AN ORGANIZATION THAT PROMOTES THE HEALTH AND WELLNESS OF PHILADELPHIA'S LATINX POPULATION, THE PROGRAM ADDRESSES THE ACHIEVEMENT GAP. THIS YEAR, 48 EARLY LEARNERS, 94 SIBLINGS, AND 83 PARENTS/CAREGIVERS PARTICIPATED IN THE PROGRAM. THE STUDENTS GAINED 75 HOURS OF ARTS AND LITERACY INSTRUCTION. IN 2020 THE BARNES CONTINUED BARNES @ LOLA 38, A COLLABORATION WITH THE PEOPLE'S EMERGENCY CENTER COMMUNITY DEVELOPMENT CORPORATION, TO FOSTER NEW CULTURAL PATHWAYS AND ACCESS TO THE ARTS FOR COMMUNITIES IN WEST PHILADELPHIA. IT OFFERS MONTHLY PROGRAMS FOR THE COMMUNITY, WITH ART-MAKING WORKSHOPS AND PERFORMANCES FOR FAMILIES, TEENS, AND ADULTS. IN THE FIRST TWO YEARS OF THE PROGRAM, 65 EVENTS AND ACTIVITIES WERE OFFERED TO ALIGN WITH THE AREA'S INVESTMENT IN CREATIVE PLACEMAKING TO IMPROVE QUALITY OF LIFE AND LOCAL ECONOMIES. MONTHLY PROGRAMMING ENGAGED 1,478 PARTICIPANTS, RANGING IN AGE FROM SIX MONTHS TO 83 YEARS, AND INCLUDED PECO FREE FIRST SUNDAY FAMILY DAYS AT THE BARNES, FOR WHICH PARTICIPANTS RECEIVED FREE BUS TRANSPORTATION; WEDNESDAY TEEN OPEN STUDIOS; THURSDAY BARNES PRESENTS! EVENTS; AND SATURDAY FAMILY WORKSHOPS. THE BARNES CREATED FAMILY ART TIME ACTIVITY SHEETS, DESIGNED FOR EARLY LEARNERS AND CHILDREN UP TO AGE 12, FOR FREE DOWNLOAD FROM THE BARNES WEBSITE. AVAILABLE IN ENGLISH AND SPANISH, THESE ACTIVITY SHEETS OFFER CREATIVE PROJECTS INSPIRED BY ARTISTS AND OBJECTS IN THE BARNES COLLECTION. USING MATERIALS COMMONLY ON HAND, KIDS AND THEIR ADULTS CAN CREATE ART AND LEARN ABOUT ARTWORKS IN THE COLLECTION FROM THE SAFETY OF HOME. TO FOSTER SUSTAINED CULTURAL ACCESS BEYOND FIRST-TIME ENGAGEMENT EXPERIENCES, THE BARNES OFFERS THE ART FOR ALL COMMUNITY PASS TO LOW-INCOME AND UNDERSERVED AUDIENCES. THE PROGRAM PROVIDES PASSHOLDERS AND UP TO THREE GUESTS WITH A YEAR OF FREE ADMISSION AS WELL AS DISCOUNTS AT THE BARNES SHOP AND CAFES. IN 2020, THE BARNES ISSUED MORE THAN 400 ART FOR ALL COMMUNITY PASSES.IN ITS SECOND YEAR, BARNES FOCUS, THE FREE INTERPRETIVE GUIDE TO THE COLLECTION DESIGNED FOR USE IN THE GALLERIES, CONTINUED TO BE ESSENTIAL IN OUR EFFORTS TO ENGAGE VISITORS - ESPECIALLY DURING THE PANDEMIC. SINCE THE LAUNCH OF BARNES FOCUS, 8.9 MILLION IMAGES WERE SENT FROM VISITORS' PHONES TO THE BARNES SOFTWARE, INCLUDING 75,000 FROM OUR REOPENING IN JULY THROUGH THE FALL.PROGRAM EXPENSES FOR VISITATION INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS FOR ALL LOCATIONS. 2673845 602827 THE BARNES-DE MAZIA EDUCATION PROGRAM BUILDS ON DR. ALBERT BARNES'S GROUNDBREAKING APPROACH TO TEACHING VISUAL LITERACY AND THE CURRICULUM DEVELOPED BY DR. BARNES, VIOLETTE DE MAZIA, AND JOHN DEWEY, WHICH EMPHASIZES THE FORMAL ANALYSIS OF ART AND REFLECTS PROGRESSIVE EDUCATION PHILOSOPHIES OF THE 1920S. THIS PIONEERING EDUCATION PROGRAM FOR ADULTS WAS EXPANDED IN 2016 TO INCLUDE NEW COURSE OFFERINGS THAT COMPLEMENT THE BARNES METHOD AND HIGHLIGHT OTHER INTERPRETIVE APPROACHES. STUDENT ENROLLMENT CONTINUED TO INCREASE IN 2020, WITH A GROWTH OF MORE THAN 500% OVER FOUR YEARS PRIOR. FROM JANUARY TO MID-MARCH, MORE THAN 430 STUDENTS PARTICIPATED IN 2 ADULT EDUCATION CLASSES. FOLLOWING OUR TEMPORARY CLOSURE IN MID-MARCH, THE BARNES QUICKLY PIVOTED TO MOVE EXISTING CLASSES TO AN ONLINE FORMAT AND LAUNCHED A SUITE OF NEW VIRTUAL COURSES, LEADING ENROLLMENT TO SKYROCKET. IN APRIL ALONE, NEARLY 500 STUDENTS TOOK COURSES-ALMOST HALF OF THE TOTAL STUDENT ENROLLMENT IN 2019. FROM APRIL THROUGH DECEMBER, MORE THAN 2,800 STUDENTS FROM SIX COUNTRIES AND 39 STATES TURNED IN FOR 46 NEW CLASSES. ADDITIONALLY, THROUGHOUT 2020, THE BARNES INCREASED ACCESS TO CLASSES BY PROVIDING ABOUT 300 NEED-BASED SCHOLARSHIPS TO STUDENTS WHO OTHERWISE MAY NOT BE ABLE TO PARTICIPATE. THE BARNES CONTINUED USING ART TO ENHANCE MEDICAL STUDENTS' EDUCATION IN ITS PROGRAMS WITH DREXEL UNIVERSITY, THE PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, AND THE UNIVERSITY OF PENNSYLVANIA. AN EXTENSION OF THE INITIATIVE, A NEWSLETTER WITH PENN MEDICINE TITLED RX/MUSEUM, LAUNCHED IN SUMMER 2020. EMAILED WEEKLY TO PENN MEDICINE PHYSICIANS, ISSUES FEATURE AN ARTWORK FROM THE BARNES, THE PHILADELPHIA MUSEUM OF ART, SLOUGHT, OR THE CENTER FOR DIGITAL ART, ALONG WITH A REFLECTION WRITTEN BY AN ART HISTORY OR MEDICAL PROFESSOR THAT ENCOURAGES DOCTORS TO EXAMINE HOW HUMAN NATURE AND PHILOSOPHY RELATE TO MEDICAL PRACTICES. THE BARNES OFFERED A SERIES OF PUBLIC LECTURES IN 2020 ON TOPICS RELATED TO THE COLLECTION AND SPECIAL EXHIBITIONS. THE BARNES ALSO HOSTED THREE VIRTUAL TALKS RELATED TO THE FALL EXHIBITION ELIJAH PIERCE'S AMERICA AND THE COLLECTION. IN NOVEMBER, THE PUBLIC WAS ALSO INVITED TO ATTEND THE BARNES MEMBER LECTURE "NEW WAYS OF LOOKING AT MODIGLIANI," FEATURING IRESON AND SIMONETTA FRAQUELLI, AN ART HISTORIAN AND SPECIALIST IN 20TH-CENTURY EUROPEAN ART, WHICH WAS PRESENTED WITH THE ITALIAN CONSULATE IN PHILADELPHIA.THE BARNES ENGAGED PRE-K THROUGH 12 STUDENTS DURING THE 2019-20 SCHOOL YEAR THROUGH BOTH IN-PERSON AND ONLINE PROGRAMMING. BEFORE THE CLOSURE OF SCHOOLS DUE TO THE COVID-19 HEALTH CRISIS, BARNES STAFF PROVIDED MULTI- AND SINGLE-VISIT EDUCATION PROGRAMS DESIGNED TO ENRICH CORE CURRICULUM AREAS, REACHING 3,815 STUDENTS FROM AT LEAST 73 SCHOOLS. ONLINE, THE BARNES REACHED 7,543 STUDENTS FROM OVER 40 SCHOOLS AROUND THE COUNTRY.IN 2020, 262 STUDENTS FROM 21 SCHOOLS IN PENNSYLVANIA, NEW JERSEY, AND DELAWARE PARTICIPATED IN THE BARNES'S ANNUAL ART OF MATH CHALLENGE. IN THIS STEAM-BASED COMPETITION, K-12 STUDENTS CREATE THREE-DIMENSIONAL MODELS OF PAINTINGS IN THE COLLECTION, WHICH THEY PRESENT TO JUDGES DURING THE PECO FREE FIRST SUNDAY FAMILY DAY IN MARCH. STUDENTS WORK IN SMALL GROUPS TO BUILD THE MODEL AND THEN WRITE A DESCRIPTION OF THE MATHEMATICAL PROCESS THEY USED TO CREATE IT. PRIZES ARE AWARDED FOR DESIGN AND HOW WELL GROUPS ARTICULATE THE MATH CONCEPTS THEY USED. IN RESPONSE TO COVID-19-RELATED SCHOOL CLOSURES IN MID-MARCH, THE EDUCATION TEAM LAUNCHED BARNES ART ADVENTURES, AN ONLINE LEARNING EXPERIENCE FOR PRE-K-8 STUDENTS AND THEIR TEACHERS. LED BY BARNES EDUCATORS AND FEATURING GUEST ARTISTS, THIS LIVE SHOW INVITES STUDENTS TO EXPLORE AND CREATE WHILE LEARNING ABOUT ART FROM AROUND THE WORLD. IN EACH EPISODE, STUDENTS RESPOND TO ART FROM THE BARNES COLLECTION USING A CHAT FEATURE AND A VARIETY OF VISUAL ART EMOJIS AS WELL AS THROUGH LIVE VOTING AND POLLING. GUEST EXPERTS PROVIDE INSIGHT INTO CREATIVE CAREERS IN AREAS SUCH AS ART CONSERVATION, VIDEO GAME DESIGN, GRAPHIC DESIGN, AND VOCAL, MOVEMENT, AND THEATER ARTS. BARNES ART ADVENTURES AIMS TO IMPROVE STUDENTS' ABILITY TO ANALYZE WORKS OF ART; USE ART AS A REAL-WORLD CONTEXT FOR LEARNING CONTENT IN AREAS ACROSS THE CURRICULUM; AND ENCOURAGE STUDENTS TO FIND RELEVANCE IN ART. THE PROGRAM IS DESIGNED TO BUILD CRITICAL-THINKING SKILLS AND INSPIRE STUDENTS TO SEE ART AS AN OUTLET FOR PERSONAL CREATIVE EXPRESSION. IN THE SIX EPISODES AIRED BETWEEN MAY 13 AND JUNE 17, BARNES ART ADVENTURES ATTRACTED MORE THAN 1,600 VIEWERS FROM 21 COUNTRIES. OVER THE COURSE OF 2020, THE PROGRAM REACHED MORE THAN 7,500 STUDENTS IN PENNSYLVANIA, NEW JERSEY, DELAWARE, NEW YORK, NEW MEXICO, AND FLORIDA. THE BARNES PROVIDES FREE GENERAL ADMISSION ON SUNDAYS TO K-12 TEACHERS FROM THE SCHOOL DISTRICT OF PHILADELPHIA AND PHILADELPHIA PAROCHIAL SCHOOLS. WHEN THE BARNES TEMPORARILY CLOSED IN MARCH, THE BARNES LAUNCHED OF THE YOUTUBE VIDEO SERIES BARNES TAKEOUT: YOUR DAILY SERVING OF ART. FEATURING BARNES CURATORS, SCHOLARS, AND EDUCATORS TALKING ABOUT THEIR FAVORITE WORKS IN THE COLLECTION, THE SERIES WAS DESIGNED TO OFFER A DAILY RESPITE - STIMULATING MINDS AND NOURISHING SOULS WHILE IN-PERSON ART EXPERIENCES WERE NOT POSSIBLE. AFTER THE BUILDING'S REOPENING IN LATE JULY, NEW BARNES TAKEOUT VIDEOS WERE RELEASED WEEKLY ON FRIDAYS. THE RESPONSE TO BARNES TAKEOUT WAS EXTRAORDINARY, WITH THE PROGRAM RECEIVING MORE THAN 400,000 VIEWS AS OF DECEMBER 2020. BARNES YOUTUBE SUBSCRIBERS QUADRUPLED, JUMPING FROM 495 TO MORE THAN 2,000 IN THE PROGRAM'S FIRST WEEK.THE BARNES OFFERS INTERNSHIPS FOR UNDERGRADUATE AND GRADUATE STUDENTS SEEKING JOB EXPERIENCE AND CONTINUED EDUCATION. IN 2020, THE BARNES HOSTED FIVE INTERNS IN VARIOUS DEPARTMENTS. OUR SUMMER INTERNSHIP PROGRAM WAS SUSPENDED BECAUSE OF THE COVID-19 PANDEMIC AND RELATED CLOSURES, MAKING OUR INTERN COHORT SIGNIFICANTLY SMALLER THAN IN PRIOR YEARS.IN 2020, THE ARCHIVES, LIBRARY, AND SPECIAL COLLECTIONS DEPARTMENT CONTINUED TO MAKE SIGNIFICANT PROGRESS TOWARD MAKING THE VIOLETTE DE MAZIA COLLECTION AVAILABLE FOR RESEARCH. PROCESSING AND CATALOGUING HAVE BEEN COMPLETED, AND THE FRONT MATTER FOR THE FINDING AID HAS BEEN WRITTEN. THE FINDING AID WILL BE PUBLICLY AVAILABLE ON THE BARNES WEBSITE IN EARLY 2021. IN APRIL, THE BARNES LAUNCHED AN ENHANCED VERSION OF THE COLLECTION ONLINE WITH ADVANCED SEARCH FUNCTIONALITY TO BETTER SERVE THE NEEDS OF MORE KNOWLEDGEABLE AUDIENCES, INCLUDING SCHOLARS AND RESEARCHERS. THE SITE'S DESIGN WAS INSPIRED BY DR. BARNES AND HIS APPROACH TO LOOKING AT ART; USERS CAN BROWSE 3,000-PLUS OBJECTS BY LIGHT, LINE, COLOR, AND SPACE, MAKING CONNECTIONS BETWEEN WORKS FROM DIFFERENT ERAS, PLACES, AND CULTURES. USERS CAN ALSO SEARCH BY ARTIST, CULTURE, YEAR, AND GALLERY ROOM. IN 2020, THE BARNES CONTINUED ITS EDUCATION PARTNERSHIP WITH SAINT JOSEPH'S UNIVERSITY. THIS YEAR, THE SJU PARTNERSHIP HAS GROWN TO ALLOW THE UNIVERSITY'S UNDERGRADUATE STUDENTS TO ENROLL FOR CREDIT IN ONE OF THE BARNES FOUNDATION'S CORE CURRICULUM CLASSES, TRADITIONS OF ART OR ELEMENTS OF ART.SAINT JOSEPH'S UNIVERSITY IS THE BARNES'S PARTNER IN THE STEWARDSHIP OF THE 12 ACRE ARBORETUM, MAINTAINING AND INVESTING IN THE PROPERTY AND BUILDINGS, WHICH CONTINUE TO BE USED FOR EDUCATIONAL PURPOSES. THE LIVING COLLECTION CONTAINS OVER 2,500 TAXA OF WOODY PLANTS AND PERENNIALS AND A HERBARIUM WHICH INCLUDES OVER 10,000 PRESERVED PLANT SPECIMENS. THE LIVING COLLECTION INCLUDES OVER 38 "STATE CHAMPION" TREES. THE BARNES ARBORETUM IS HOME FOR A NATIONAL DISPLAY GARDEN OF HOSTA, THE LARGEST COLLECTION OF HARDY ORNAMENTAL FERNS IN THE MID-ATLANTIC STATES, AND A DISPLAY GARDEN OF MEDICINAL PLANTS UNIQUE IN THE DELAWARE VALLEY REGION.PROGRAM EXPENSES FOR EDUCATION INCLUDES A PRO-RATE SHARE OF DEPRECIATION AND OTHER FACILITY COSTS. 16712039 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 135 0 1 188 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DC DE FL GA IL MA MD MN NC NH NJ NY OH PA SC TN VA WA WI X X MARGARET B ZMINDA 2152787000 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 ARMANDO I BENGOCHEA PHD TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE HUGHES TRUSTEE 1.00 0.00 X 0 0 0 CHRISTINE POGGI PHD TRUSTEE 1.00 0.00 X 0 0 0 DR BRENDA T THOMPSON TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY A HONICKMAN TRUSTEE 1.00 0.00 X 0 0 0 JOHN ALCHIN TRUSTEE 1.00 1.00 X 0 0 0 JOHN J AGLIALORO TRUSTEE 1.00 0.00 X 0 0 0 JOHN MCFADDEN ESQ TRUSTEE 1.00 0.00 X 0 0 0 PAMELA D BUNDY TRUSTEE 1.00 0.00 X 0 0 0 SHELDON M BONOVITZ ESQ TRUSTEE 1.00 0.00 X 0 0 0 DANIEL DILELLA TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH NEUBAUER TRUSTEE, CHAIRMAN THRU 12/10/20 1.00 1.00 X X 0 0 0 AILEEN KENNEDY ROBERTS CHAIR, TRUSTEE, VC THRU 12/10/20 1.00 0.00 X X 0 0 0 STEPHEN J HARMELIN ESQ TREASURER, TRUSTEE 1.00 0.00 X X 0 0 0 THE HON JACQUELINE F ALLEN SECRETARY, TRUSTEE 1.00 0.00 X X 0 0 0 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 40.00 0.00 X 396365 0 29223 SARA GEELAN DEP DIR, GEN COUNSEL, ASST SECRETARY 40.00 0.00 X 236957 0 32487 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 32.00 0.00 X 187488 0 29394 NINA DIEFENBACH SVP, DEPUTY DIRECTOR FOR ADVANCEMENT 40.00 0.00 X 312425 0 12110 NANCY IRESON DEP DIR. OF COLLECTIONS & EXHIBITIONS AND GUND FAM 40.00 0.00 X 194788 0 16749 WILLIAM D CARY CHIEF OF BUS. STRATEGY & ANALYTICS 40.00 0.00 X 166372 0 31867 VINCENT D'ANTONIO SENIOR DIR. OF OPERATIONS & GROUNDS 40.00 0.00 X 185682 0 7497 STEVEN BRADY CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 141875 0 42551 GEORGETTE HAMATY DIRECTOR OF FOUNDATION RELATIONS 40.00 0.00 X 132871 0 18762 MARTHA E LUCY DEPUTY DIR FOR EDU & PUB PROGRAMS & CURATOR 40.00 0.00 X 142756 0 3401 SHERONDA WHITAKER CHIEF HUMAN RESOURCES AND DIVERSITY OFFICER 40.00 0.00 X 141137 0 3648 VALERIE GAY DEP DIRECTOR FOR AUDIENCE ENGAGEMENT AND CXO 40.00 0.00 X 123244 0 18659 2361960 0 246348 12 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 472488 ELLIOTT-LEWIS 2900 BLACK LAKE PLACE PHILADELPHIA PA 19154 FACILITIES MANAGEMENT 387880 CLEAN TECH SERVICES INC 114 CHESTNUT STREET 5TH FLOOR PHILADELPHIA PA 19130 CLEANING SERVICES 353034 MASTERPIECE INTERNATIONAL 39 BROADWAY SUITE 1410 NEW YORK NY 10006 FINE ART LOGISTICS 298456 DANILLER & COMPANY 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 FUNDRAISING SERVICES 297153 10 492795 4028929 13374290 30432 17896014 MEMBERSHIP 900099 1375134 1375134 ADMISSIONS 900099 818610 818610 EDUCATION 611600 602827 602827 EVENTS AND CATERING 900099 132809 95588 37221 PUBLICATIONS 900004 24936 24936 2954316 1681306 1681306 27196950 28745483 -1548533 -1548533 -1548533 0 492795 109443 -109443 -109443 697057 439886 257171 109501 147670 MISCELLANEOUS INCOME 900099 111697 111697 LICENSING & MERCHANDISING 900099 6592 6592 118289 21249120 3042705 243258 67143 1521227 758328 459295 303604 7122259 4595962 1053294 1473003 212811 131186 44586 37039 1072984 661427 224806 186751 647801 399328 135724 112749 36310 1099 35211 107580 107580 277453 277453 367471 367471 1198498 1075805 93597 29096 365209 354674 6335 4200 122142 72570 39023 10549 452886 349221 49779 53886 17703 17703 2127067 2052687 72958 1422 40329 37245 1937 1147 27442 17003 9623 816 5299682 5099946 197270 2466 531208 465646 31461 34101 PRINTING & POSTAGE 192384 55891 7004 129489 CREDIT CARD FEES 170304 96864 18449 54991 CONSERVATION & EXHIBITI 89737 89737 EVENT EXPENSES 73909 20457 53452 466540 359260 23390 83890 22540936 16712039 2978793 2850104 950593 1247135 12496660 10559894 73035 9648 934446 890031 1307550 820072 149275588 53560077 100396890 95715511 93051020 108497694 5784184 5775694 214994378 223515679 1742772 761717 1072945 795858 2815717 1557575 X 110122675 111709329 102055986 110248775 212178661 221958104 214994378 223515679 -1291816 11071259 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 92782521 9269469 10841454 4688549 108204895 72037281 10587944 13679829 3522533 92782521 69130963 10907504 -4634186 3367000 72037281 61884200 1603196 8809304 3165737 69130963 62264076 12864 2784075 3176815 61884200 0.05000 0.95000 0.00000 1 0 162889 162889 140671187 47143920 93527267 1583433 749887 833546 6858079 5666270 1191809 95715511 X 34247503 11071259 1745266 -367471 12449054 21798449 -549329 -549329 21249120 24468060 1745266 549329 2294595 22173465 367471 367471 22540936 PART III, LINE 1A: THE FOUNDATION OWNS A COLLECTION OF PAINTINGS, SCULPTURES, ANTIQUES AND OTHER OBJECTS OF ART. THE FOUNDATION HAS CAPITALIZED COLLECTION ITEMS PURCHASED DIRECTLY BY THE FOUNDATION AT COST, AND THOSE CONTRIBUTED OTHER THAN BY ITS FOUNDER AT THE FAIR MARKET VALUE ON THE DATE OF THE GIFT. SUBSTANTIALLY ALL OF THE COLLECTION OBJECTS WERE DONATED TO THE FOUNDATION BY ITS FOUNDER AND ARE RECORDED AT A $1 NOMINAL VALUE, IN ACCORDANCE WITH A RESOLUTION OF THE BOARD OF TRUSTEES AT THE TIME OF THE GIFT. THE FOUNDATION HAS DETERMINED THAT IT IS NOT PRACTICAL TO ESTABLISH A FAIR VALUE OF THE FOUNDER'S ORIGINAL CONTRIBUTION AS OF THE DATE OF THE GIFT BECAUSE RECORDS RELATING TO THE FAIR VALUE AT THE DATE OF THE CONTRIBUTION ARE UNRELIABLE OR DO NOT EXIST. PART III, LINE 4: THE FOUNDATION'S COLLECTIONS INCLUDE WORKS OF ANCIENT AND MODERN ART AND A SIGNIFICANT COLLECTION OF LIVING SPECIMENS OF TREES, PLANTS AND FLOWERS. THE WORKS OF ART THAT ARE DISPLAYED IN THE FOUNDATION'S GALLERY ARE AVAILABLE FOR VISITATION BY THE PUBLIC AND ARE ALSO USED TO CONDUCT EDUCATIONAL ACTIVITIES TO TEACH THE PRINCIPLES OF ART APPRECIATION ESTABLISHED BY ITS FOUNDER. THE LIVING COLLECTIONS ARE USED IN THE PROGRAMS TO TEACH PRINCIPLES 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 IS INTENDED TO SUPPORT THE FOUNDATION'S PROGRAM OF COLLECTION CARE, SCHOLARLY ACTIVITIES, EDUCATION AND UNRESTRICTED OPERATING COSTS. PART X, LINE 2: INCOME TAXES: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION DID NOT OWE ANY UNRELATED BUSINESS INCOME TAXES IN 2020 OR IN 2019. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2020 OR 2019. THE FOUNDATION FILES INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -367,471. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -109,443. COST OF GOODS SOLD -439,886. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 439,886. FUNDRAISING EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 109,443. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ON NOVEMBER 12, 2010, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF THE BARNES FOUNDATION FORMALLY REAFFIRMED THE FOUNDATION'S COMMITMENT TO PROVIDING EQUAL OPPORTUNITIES AND A POLICY OF NONDISCRIMINATION ON THE BASIS OF RACE, COLOR, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, RELIGION, CREED, NATIONAL OR ETHNIC ORIGIN, CITIZENSHIP STATUS, AGE, DISABILITY, VETERAN STATUS OR ANY OTHER LEGALLY PROTECTED CLASS STATUS IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM ADMISSIONS, FINANCIAL AID, OR ANY OTHER BARNES FOUNDATION-ADMINISTERED EDUCATIONAL ACTIVITY OR RELATED EMPLOYMENT PRACTICES. THIS POLICY IS PUBLICLY DISSEMINATED AND PUBLICIZED ON THE BARNES'S WEBSITE AND IN EDUCATION-RELATED PRINTED MATERIALS, AND IS ANNUALLY PUBLISHED IN A GENERAL DISTRIBUTION NEWSPAPER SERVING THE PHILADELPHIA COMMUNITY. SCHEDULE E, PART I, LINE 6 IN 2020, THE ORGANIZATION RECEIVED A PPP LOAN WHICH WAS FULLY FORGIVEN, A GRANT FROM THE PHILADELPHIA CULTURAL FUND ($12,448), A GRANT FROM PA COUNCIL ON THE ARTS ($70,751), A GRANT FROM THE NATIONAL ENDOWMENT FOR THE ARTS ($20,000), A GRANT FROM THE COMMONWEALTH OF PENNSYLVANIA ($1,930) AND A RACP GRANT FROM THE COMMONWEALTH OF PENNSYLVANIA ($2,123,000). X X X X X X X 1 DANILLER COMPANY 3724 JEFFERSON ST 302 AUSTIN TX 78731 CONSULTANT FOR FUNDRAISING ACTIVITIES 0 1052870 277453 775417 1052870 277453 775417 CA CO CT DC DE FL GA IL MA MD MN NC NH NJ NY OH PA SC TN VA WA WI VIRTUAL FUNDRAISING EVENT 492795 492795 97200 12243 492795 492795 97200 12243 109443 -109443 1 X X 0 0 0 0 0 0 0 1 0 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 345648 0 50000 0 717 0 8731 0 20492 0 425588 0 0 0 NINA DIEFENBACH SVP, DEPUTY DIRECTOR FOR ADVANCEMENT 310503 0 0 0 1922 0 8869 0 3241 0 324535 0 0 0 SARA GEELAN DEP DIR, GEN COUNSEL, ASST SECRETARY 236424 0 0 0 533 0 6767 0 25720 0 269444 0 0 0 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 186341 0 0 0 1147 0 3538 0 25856 0 216882 0 0 0 NANCY IRESON DEP DIR. OF COLLECTIONS & EXHIBITION 194615 0 0 0 173 0 5886 0 10863 0 211537 0 0 0 WILLIAM D CARY CHIEF OF BUS. STRATEGY & ANALYTICS 166239 0 0 0 133 0 4664 0 27203 0 198239 0 0 0 VINCENT D'ANTONIO SENIOR DIR. OF OPERATIONS & GROUNDS 185324 0 0 0 358 0 5500 0 1997 0 193179 0 0 0 STEVEN BRADY CHIEF TECHNOLOGY OFFICER 141749 0 0 0 126 0 2347 0 40204 0 184426 0 0 0 GEORGETTE HAMATY DIRECTOR OF FOUNDATION RELATIONS 132207 0 0 0 664 0 4067 0 14695 0 151633 0 0 0 PART I, LINE 7 THOMAS COLLINS PARTICIPATES IN A BONUS PLAN IN WHICH THE BONUS IS DETERMINED BASED ON CERTAIN INDIVIDUAL AND/OR ORGANIZATIONAL METRICS. THE BONUS IS AWARDED AT THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD. X 30432 MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FOR NON-CASH GIFTS ARE BASED ON THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: DANILLER AND COMPANY PROVIDES PROFESSIONAL FUNDRAISING SERVICES INCLUDING MAILINGS AND SOLICITATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BARNES FOUNDATION 990 IS PREPARED BY AN INDEPENDENT FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. A DRAFT IS REVIEWED AND REVISED BY THE EXECUTIVE VICE PRESIDENT, CFO AND COO, THE DIRECTOR OF FINANCE AND THE GENERAL COUNSEL (MEMBERS OF MANAGEMENT). THE 990 IS THEN FINALIZED BY THE INDEPENDENT FIRM AND THE BARNES FOUNDATION SUBMITS THE DRAFT 990 FOR REVIEW TO ALL BOARD MEMBERS PRIOR TO FILING. AFTER A COMMENT PERIOD, FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REQUIRING EACH TRUSTEE, OFFICER AND KEY EMPLOYEE TO MAKE A DISCLOSURE OF ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE FOUNDATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THE DISCLOSURE OF ANY CHANGE OF CIRCUMSTANCE THAT WOULD GIVE RISE TO CONFLICTS CONCERNS. MOREOVER, THE FOUNDATION HAS ADOPTED A WHISTLEBLOWER POLICY DESIGNED TO ENCOURAGE PROMPT DISCLOSURE BY TRUSTEES, OFFICERS AND EMPLOYEES OF ANY UNLAWFUL OR IMPROPER BEHAVIOR OR TRANSACTIONS, INCLUDING THOSE THAT RAISE POTENTIAL CONFLICT OF INTEREST CONCERNS. EACH YEAR ALL DIRECTORS, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATIONS TO COMPLY WITH THE CONFLICT ON INTEREST POLICY AT THE ORGANIZATION'S ANNUAL MEETING AND PERIODICALLY AT OTHER TIMES DURING THE YEAR. IN 2020, DESPITE SETBACKS RESULTING FROM THE COVID-19 PANDEMIC, THE BARNES FOUNDATION BEGAN TO ACT ON THE INFORMATION IT GAINED FROM HAVING COMMISSIONED AN INSTITUTIONAL CULTURAL ASSESSMENT AT THE END OF THE PRIOR YEAR. THE BARNES FOUNDATION CREATED A CULTURE ACTION TEAM (CAT), CHAIRED BY ITS EXECUTIVE DIRECTOR AND PRESIDENT. THE GOALS OF THIS GROUP ARE TO ENGAGE THE STAFF IN CREATING A PLAN TO ENHANCE THE BARNES FOUNDATION'S WORKPLACE CULTURE. CAT MEMBERS SOLICITED INPUT FROM THE ENTIRE ORGANIZATION ON ACTION STEPS TO STRENGTHEN THE CULTURE THROUGH GREATER INCLUSION, INVOLVEMENT, AND CONSISTENCY. SIX AREAS FOR ACTION AND TWO AREAS FOR PLANNING WILL BE ADVANCED IN 2021. IN AUGUST OF 2020, THE BARNES FOUNDATION NAMED ITS FIRST CHIEF DIVERSITY OFFICER (CDO). THE CDO AND HUMAN RESOURCES DIRECTOR IMMEDIATELY COLLABORATED ON A PROGRAM OF ANTI-RACISM TRAININGS FOR ALL STAFF, CONTRACTORS, AND VOLUNTEERS WITH THE PARTICIPATION OF LOCAL COMMUNITY PARTNERS. IN ADDITION TO MANDATORY TRAINING ACTIVITIES, OPTIONAL WEEKLY ANTI-RACISM DISCUSSION EXTENSIONS WERE STARTED IN OCTOBER 2020 AND CONTINUED INTO 2021. IN ADDITION, THE BARNES TRAINED EMPLOYEES ON ETHICS AND THE PREVISION OF WORKPLACE HARASSMENT, AND MAINTAINED A THIRD-PARTY REPORTING SYSTEM TO ALLOW EMPLOYEES, CONTRACTORS, AND VOLUNTEERS TO ANONYMOUSLY REPORT INSTANCES OF HARASSMENT, SAFETY VIOLATIONS, BIAS, OR ANY OTHER CONCERN. TO DATE, NO REPORTS HAVE BEEN MADE IN THIS SYSTEM. FORM 990, PART VI, SECTION B, LINE 15 THE BARNES FOUNDATION PERFORMS A REVIEW OF THE COMPENSATION AND BENEFITS PACKAGE (INCLUDING FRINGE, RETIREMENT AND SEVERANCE BENEFITS) FOR KEY EMPLOYEES AT THE TIME OF HIRE. THIS REVIEW RELIES UPON COMPARABILITY DATA TO DETERMINE WHETHER THE COMPENSATION ARRANGEMENT IN ITS ENTIRETY IS REASONABLE. FOR THIS PURPOSE, APPROPROPRIATE AND RELEVANT INFORMATION INCLUDES COMPENSATION PAID BY SIMILIARLY SITUATED TAX-EXEMPT AND TAXABLE ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. THIS REVIEW ALSO TAKES INTO ACCOUNT THE SIZE, REVENUE, GEOGRAPHIC LOCATION, STRUCTURE AND COMPLEXITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE BARNES FOUNDATION'S BY-LAWS, CHARTER, FINANCIAL STATEMENTS AND CERTAIN OTHER GOVERNING DOCUMENTS (E.G., CONFLICT OF INTEREST POLICY), ARE AVAILABLE FOR REVIEW UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D), DIRECTED TO THE FOLLOWING: GENERAL COUNSEL (A MEMBER OF MANAGEMENT), BARNES FOUNDATION, 2025 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA 19130. CP2023 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 852458469 MUSEUM PLANNING PA 501(C)(3) LINE 12A, I THE BARNES FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0