2019-10-21T09:17:06-05:00 2018-12-31 420714325 RSM US LLP 30 SOUTH 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2018-01-01 236000149 THE BARNES FOUNDATION BARN 2152787000 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 2152787000 2019-10-08 1 LYNNE JOHNSON P00757336 2157654600 66.98.98.131 2019-10-08 16:34:18 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2C3F20D443C579AC52A3CEECD046258A70BEA2FD 2018 2020-01-14 16:20:31Z THOMAS COLLINS 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 99500237 0 X WWW.BARNESFOUNDATION.ORG X EDUCATIONAL INSTITUTION 1922 PA 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. 13 13 188 165 861734 0 16070197 24219932 4336247 4692107 2335194 6881003 285358 730436 23026996 36523478 0 0 0 0 9569262 10001172 250554 310088 3218631 14538588 14852687 24358404 25163947 -1331408 11359531 202910631 204717439 2585742 2238458 200324889 202478981 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 8203985 23490 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 2018, THE BARNES CONTINUED ITS WORK ON PRESERVATION OF ITS 365 WORKS OF ART ON PAPER, 280 OF WHICH ARE PERMANENTLY INSTALLED IN THE COLLECTION GALLERY. A COMPREHENSIVE EXAMINATION OF CEZANNE'S THE LARGE BATHERS COMMENCED, ENHANCING OUR UNDERSTANDING OF THE ARTIST'S MATERIALS AND WORKING METHODS THROUGH SCIENTIFIC ANALYSIS AND TECHNICAL IMAGING. IN A GROUNDBREAKING COLLABORATIVE PROJECT, THE BARNES PAINTING WILL BE STUDIED WITHIN THE CONTEXT OF THE ARTIST'S TWO OTHER PAINTINGS OF THE SAME SUBJECT IN THE COLLECTIONS OF THE NATIONAL GALLERY IN LONDON AND THE PHILADELPHIA MUSEUM OF ART. THE FOUNDATION CONTINUED THE MULTI-YEAR PROJECT, BEGUN IN 2015, OF RECOATING THE NEARLY 900 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. 378 OBJECTS HAVE BEEN TREATED TO DATE. THE FOUNDATION PRESENTED THREE SPECIAL EXHIBITIONS IN 2018. RUNNING NOVEMBER 17, 2017, THROUGH MARCH 12, 2018, THE BARNES PRESENTED THE ONLY US SHOWING OF KIEFER RODIN, A MAJOR EXHIBITION ORGANIZED IN COLLABORATION WITH THE MUSEE RODIN, PARIS TO MARK THE CENTENNIAL OF AUGUSTE RODIN'S DEATH. THE EXHIBITION FEATURED RECENT WORKS BY RENOWNED CONTEMPORARY ARTIST ANSELM KIEFER THAT OFFER A NEW WAY OF OBSERVING AND UNDERSTANDING RODIN-ALONGSIDE WORKS BY RODIN, SOME ON VIEW IN THE US FOR THE FIRST TIME. THE EXHIBITION BROUGHT TOGETHER OVER 100 ITEMS, INCLUDING SEVERAL LARGE-SCALE ILLUSTRATED BOOKS MADE BY KIEFER (B. 1945) IN HOMAGE TO RODIN (1840-1917); A SERIES OF LARGE PAINTINGS TITLED LES CATHEDRALES DE FRANCE; AND VITRINES FILLED WITH ASSORTED OBJECTS INCLUDING PLASTER CASTS, DRIED PLANTS, STONES, AND PIECES OF FABRIC. ALSO ON VIEW WERE SCULPTURES AND DRAWINGS BY RODIN, INCLUDING RARELY DISPLAYED PLASTER MOLDS.FROM MAY 6 THROUGH SEPTEMBER 3, 2018, THE BARNES PRESENTED RENOIR: FATHER AND SON/PAINTING AND CINEMA, A MAJOR EXHIBITION EXAMINING THE ARTISTIC EXCHANGE BETWEEN RENOWNED IMPRESSIONIST PAINTER PIERRE AUGUSTE RENOIR AND HIS SON, CELEBRATED FILMMAKER JEAN RENOIR. THE EXHIBITION BROUGHT TOGETHER OVER 120 WORKS, INCLUDING PAINTINGS, FILMS, DRAWINGS, CERAMICS, COSTUMES, PHOTOGRAPHS, AND POSTERS, FOR AN ILLUMINATING EXPLORATION OF PIERRE-AUGUSTE'S ROLE IN HIS SON'S WORK AND THE RELATIONSHIP BETWEEN PAINTING AND CINEMA. THE EXHIBITION WAS ORGANIZED BY THE BARNES AND THE MUSEES DORSAY ET DE LORANGERIE, PARIS, IN COLLABORATION WITH LA CINEMATHEQUE FRANCAISE, PARIS.THE THIRD EXHIBITION, ON VIEW FROM OCTOBER 21, 2018, THROUGH JANUARY 14, 2019, WAS TITLED BERTHE MORISOT: WOMAN IMPRESSIONIST. THIS LANDMARK EXHIBITION WAS THE US DEBUT OF THE SHOW, EXPLORING THE SIGNIFICANT YET UNDER-RECOGNIZED CONTRIBUTIONS OF BERTHE MORISOT (1841-1895), ONE OF THE FOUNDERS OF IMPRESSIONISM. BERTHE MORISOT: WOMAN IMPRESSIONIST WAS THE FIRST MONOGRAPHIC EXHIBITION OF THE ARTIST TO BE HELD IN THE US SINCE 1987. THE INTERNATIONALLY TOURING EXHIBITION WAS CO-ORGANIZED BY THE BARNES, THE DALLAS MUSEUM OF ART, THE MUSEE NATIONAL DES BEAUX-ARTS DU QUEBEC, AND THE MUSEES DORSAY ET DE LORANGERIE, PARIS. THE PRESENTATION AT THE BARNES PROVIDED NEW INSIGHT INTO A DEFINING CHAPTER IN ART HISTORY AND THE OPPORTUNITY TO EXPERIENCE MORISOT'S WORK IN THE CONTEXT OF THE BARNES'S COLLECTION OF IMPRESSIONIST PAINTINGS. 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 2018, THE ARCHIVES, LIBRARY, AND SPECIAL COLLECTIONS DEPARTMENT MADE SUBSTANTIAL PROGRESS ON PROCESSING THE VIOLETTE DE MAZIA ARCHIVAL COLLECTION. A SURVEY OF THESE MATERIALS HAS BEEN COMPLETED AND ARRANGEMENT OF THE MATERIALS HAS BEGUN, WITH THE GOAL OF CREATING A FINDING AID (INVENTORY) TO BE AVAILABLE ONLINE IN 2019. THE FOUNDATION ALSO HAS AN ART LIBRARY IN ITS PHILADELPHIA FACILITY WHICH IS OPEN TO STUDENTS, FACULTY AND RESEARCHERS, GENERALLY BY APPOINTMENT.CHANGING DISPLAYS OF MATERIALS FROM THE BARNES ARCHIVES ARE REGULARLY SHOWN ON THE FOUNDATION'S LOWER LEVEL. THE FIRST EXHIBIT: PAUL PHILIPPE CRET AND THE BARNES FOUNDATION (SPRING 2018) REVIEWED HOW IN 1922, ALBERT BARNES CONTRACTED FRENCH ARCHITECT PAUL PHILIPPE CRET TO DESIGN A GALLERY AND RESIDENCE IN MERION, PENNSYLVANIA. FEATURED IN THIS EXHIBITION WERE LETTERS BETWEEN THE TWO MEN, PLUS CRET'S PLANS AND SKETCHES FOR THE BUILDINGS THAT OFFICIALLY HOUSED THE BARNES FOUNDATION IN 1925. SINCE CRET HELPED DESIGN THE BENJAMIN FRANKLIN PARKWAY, THE SITE OF THE NEW BARNES BUILDING, THE EXHIBIT CELEBRATED THE PARKWAY'S CENTENNIAL YEAR AS WELL; THE SECOND EXHIBIT: A SHADOW ON HER SUNSHINE: ALBERT BARNES AND GEORGIA O'KEEFFE (FALL 2018) WAS ALIGNED WITH THE BERTHE MORISOT EXHIBITION. TO CELEBRATE WOMEN ARTISTS, THIS EXHIBIT FEATURED LETTERS BETWEEN ALBERT BARNES AND GEORGIA O'KEEFFE. A NEW RESEARCH INITIATIVE, OBJECT WHITE PAPERS, WAS LAUNCHED IN 2018 TO PRODUCE NEW KNOWLEDGE ABOUT UNDER-RESEARCHED OBJECTS IN THE COLLECTION. WRITTEN PRIMARILY BY GRADUATE STUDENTS AND MEMBERS OF THE FOUNDATION'S ART TEAM, THESE SCHOLARLY PAPERS PLACE WORKS OF ART IN THEIR CULTURAL AND SOCIAL-HISTORICAL CONTEXTS. THOUGH THESE PAPERS ARE INTENDED FOR INTERNAL USE, THEY FORM THE BASIS FOR CONTENT THAT IS SHARED WITH THE PUBLIC.ART-HISTORICAL CONTENT FOR 250 COLLECTION OBJECTS WAS ADDED TO THE BARNES WEBSITE IN 2018. THESE NEWLY WRITTEN TEXTS BASED ON RECENT RESEARCH ON THE COLLECTION PROVIDE READERS WITH BASIC INFORMATION ABOUT THE HISTORY OF THE OBJECTS AND THE ARTISTS OR CULTURES WHO MADE THEM. THIS CONTENT WILL ALSO BE VIEWABLE ON AN IN-GALLERY DIGITAL GUIDE, SET TO LAUNCH IN 2019. THE FOUNDATION HAS A LARGE LIVING COLLECTION, WHICH IS MAINTAINED IN ITS 12 ACRE ARBORETUM. THE LIVING COLLECTION CONTAINS OVER 2,500 TAXA OF WOODY PLANTS AND PERENNIALS. IN ADDITION, THE FOUNDATION HAS AN HERBARIUM WHICH INCLUDES OVER 10,000 PRESERVED PLANT SPECIMENS. THE FOUNDATION'S 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. EXPENSES FOR COLLECTIONS CARE INCLUDE A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS ALL LOCATIONS. 7584937 4034479 THE FOUNDATION'S PERMANENT COLLECTION GALLERY IN PHILADELPHIA IS OPEN TO THE PUBLIC SIX DAYS PER WEEK, WITH 2018 VISITATION OF APPROXIMATELY 228,000 VISITORS. APPROXIMATELY 20% OF THOSE VISITORS WERE MEMBERSHIP SUPPORTERS OF THE BARNES FOUNDATION. A RETAIL STORE SELLS REPRODUCTIONS, PUBLICATIONS AND OTHER ITEMS RELATED TO THE ART COLLECTION AND ARBORETUM. THE FOUNDATION ALSO PROVIDES ENTERTAINING PRIVILEGES TO ITS MEMBERS, HOSTING APPROXIMATELY 250 SPECIAL EVENTS WITH APPROXIMATELY 24,000 GUESTS IN 2018. THE ART TEAM AND GALLERY GUIDES, A GROUP OF ARTISTS AND ART HISTORIANS WHOSE PRIMARY FUNCTION IS TO PROVIDE VISITORS WITH INFORMATION ABOUT THE COLLECTION AND ITS HISTORY, CONTINUES TO BE STATIONED IN THE GALLERIES AND AVAILABLE TO ALL VISITORS. THE FOUNDATION'S ARBORETUM IS OPEN TO THE PUBLIC ON SELECTED DAYS OF THE WEEK SEASONALLY.THE FOUNDATION OFFERS A VARIETY OF PUBLIC PROGRAMS TO ENGAGE NEW AND DIVERSE AUDIENCES AND IS COMMITTED TO WELCOMING COMMUNITIES FROM ACROSS PHILADELPHIA. THIS YEAR, WE CONTINUED TO WORK WITH KEY COMMUNITY ORGANIZATIONS AND FORGED NEW COLLABORATIONS TO HELP US EXPAND OUR REACH AND MAKE MEANINGFUL CONNECTIONS WITH PHILADELPHIA'S DIVERSE NEIGHBORHOODS AND BEYOND. THE BARNES HOSTS SEVERAL RECURRING AND SPECIAL EVENTS THROUGHOUT THE YEAR, SUCH AS THE MONTHLY FIRST FRIDAY ENTERTAINMENT EVENINGS AND PECO FREE FIRST SUNDAY FAMILY DAY, WHICH OFFERS FREE ACCESS TO THE BARNES COLLECTION AND EXHIBITIONS AND WELCOMES MULTI-GENERATIONAL FAMILIES WITH A VARIETY OF CROSS-CULTURAL PROGRAMMING AND ACTIVITIES FOR ALL AGES. THE BARNES'S ARTIST BASH IS HELD THREE TIMES A YEAR, AND ENCOURAGES THE CROWD TO GET CREATIVE AND MEET MUSICIANS, DANCERS, DESIGNERS, PERFORMERS, AND POETS. YOUNG PROFESSIONALS NIGHT IS A SOCIAL EVENT FOR YOUNG ART AFICIONADOS AND APPRECIATORS, HELD THREE TIMES A YEAR AND ATTRACTING APPROXIMATELY 700 GUESTS EACH EVENT. BARNES ON THE BLOCK PARTIES WERE HELD TO CONNECT AND ENLIVEN THE NEIGHBORHOOD; MORE THAN HALF OF THE ATTENDEES LIVED WITHIN THREE MILES OF THE PARKWAY CAMPUS. THE EVENT OFFERED FREE ADMISSION TO THE COLLECTION, PLUS INDOOR AND OUTDOOR ACTIVITIES, INCLUDING A DANCE PARTY IN THE PARKING LOT WITH MUSIC FROM DJS, FOOD TRUCKS, AND A LOCAL BREWERY. IN 2018, THE BARNES LAUNCHED BARNES JAWN(T)S, IMPROVISED AFTER-HOURS TOURS OF THE COLLECTION THAT GIVE THE SPOTLIGHT TO A DIVERSE ARRAY OF COMMUNITY LEADERS AND ARTISTS. THE BARNES TAKEOVER SERIES, LAUNCHED IN OCTOBER 2018, INVITES LOCAL ARTISTS TO SHARE THEIR UNIQUE INTERPRETATIONS OF THE BARNES COLLECTION. DURING 2018 THE BARNES CONTINUED ITS COLLABORATION WITH PUENTES DE SALUD, TO CONTINUE THE PROGRAM PUENTES A LAS ARTES (BRIDGES TO THE ARTS), AN ARTS-BASED BILITERACY ENRICHMENT PROGRAM DESIGNED TO SERVE PRE-K ELL/ESL LEARNERS FROM SOUTH PHILADELPHIA'S RAPIDLY GROWING LATINX IMMIGRANT COMMUNITY AND THEIR FAMILIES. IN ITS FIRST YEAR, THE PROGRAM SERVED 78 FAMILIES. EARLY LEARNERS GAINED 50 HOURS OF ARTS AND LITERACY INSTRUCTION AT SOUTHWARK COMMUNITY SCHOOL, LED BY TWO BILINGUAL TEACHING ARTISTS OVER 25 WEEKS. BARNES @ LOLA 38, A COLLABORATION WITH THE PEOPLE'S EMERGENCY CENTER COMMUNITY DEVELOPMENT CORPORATION (PECCDC), WAS LAUNCHED TO FOSTER NEW CULTURAL PATHWAYS AND ACCESS TO THE ARTS FOR COMMUNITIES IN WEST PHILADELPHIA, WHERE DR. BARNES'S ARGYROL FACTORY WAS LOCATED AND HIS IDEOLOGY OF "ART IS FOR EVERYONE" WAS SEEDED. BARNES @ LOLA 38 IS A TWO-YEAR, MULTIFACETED SERIES OF ALL-AGES ARTS PROGRAMS, INCLUDING FAMILY WORKSHOPS, ARTIST PERFORMANCES, AND A TEEN STUDIO WITH A FREE MONTHLY SHUTTLE TO PECO FREE FIRST SUNDAY FAMILY DAY AT THE BARNES.OVER THE SUMMER, A TEAM OF MUSEUM EDUCATORS AND TEACHING ARTISTS AND DESIGNERS PARTNERED WITH FOUR PHILADELPHIA PARKS AND RECREATION CENTERS, AS WELL AS THE CENTER FOR ARCHITECTURE AND DESIGN, TO LAUNCH SUMMER IMAGINARIUM WORKSHOPS. MORE THAN 120 CHILDREN AGES 6-13 EXPLORED THE THEME "CITY AS ENSEMBLE" OVER SIX SESSIONS, AND LEARNED TO BE BOLD URBAN PLANNERS AND VISIONARIES. THE BARNES ALSO LAUNCHED THE ART FOR ALL COMMUNITY PASS, WHICH OFFERS FREE BARNES ADMISSION TO LOW-INCOME, UNDERSERVED AUDIENCES WHO HAVE PARTICIPATED IN BARNES COMMUNITY ENGAGEMENT INITIATIVES AND EDUCATION OUTREACH EFFORTS. IN 2018, 235 GUESTS VISITED THE BARNES USING THE PASS.THE BARNES DEVELOPED VIRTUAL REALITY (VR) HEADSETS THAT RE-CREATE THE BARNES'S GALLERIES, ALLOWING INDIVIDUALS TO VIRTUALLY EXPLORE THE COLLECTION. IN PARTNERSHIP WITH THE FREE LIBRARY OF PHILADELPHIA, THE BARNES LAUNCHED EDUCATIONAL PROGRAMS TO ENGAGE PHILADELPHIANS IN AREAS WHERE ACCESS TO THE BARNES MAY POSE GEOGRAPHIC HURDLES. PROGRAM EXPENSES FOR VISITATION INCLUDE A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS FOR ALL LOCATIONS. 3027721 306565 THE FOUNDATION SPONSORS SEPARATE CERTIFICATE PROGRAMS IN HORTICULTURE AND IN ART AND AESTHETICS. DURING THE 2017-18 ACADEMIC YEAR, COURSE OFFERINGS WERE EXPANDED WITH NEW CONTENT AND INSTRUCTORS INCLUDING ART HISTORY FACULTY FROM THE UNIVERSITY OF PENNSYLVANIA, DREXEL UNIVERSITY, BRYN MAWR COLLEGE, THE UNIVERSITY OF DELAWARE, TEMPLE UNIVERSITY, THE PENNSYLVANIA ACADEMY OF THE FINE ARTS, AND MOORE COLLEGE OF ART & DESIGN. 37 CLASSES WERE OFFERED-INCLUDING 24 NEW COURSES AND SEVEN DESIGNED AROUND SPECIAL EXHIBITIONS. ENROLLMENT HAS MORE THAN TRIPLED SINCE THE 2015-16 ACADEMIC YEAR, WITH MORE THAN 800 STUDENTS PARTICIPATING IN 2018. THE BARNES-DE MAZIA EDUCATION PROGRAM ALSO OFFERS NEED-BASED FULL SCHOLARSHIPS TO IMPROVE ACCESS TO THE PROGRAM. IN 2018, 135 SCHOLARSHIPS WERE AWARDED TO ADULT LEARNERS WHO OTHERWISE WOULD NOT HAVE HAD THE OPPORTUNITY TO PARTICIPATE. ADDITIONALLY, A SPECIAL CURRICULUM WAS DEVELOPED TO ENGAGE MEDICAL STUDENTS AND PROFESSIONALS, FOCUSING ON HOW CLOSE-LOOKING SKILLS CAN BE BENEFICIAL IN A CLINICAL SETTING. IN 2018, THE BARNES LAUNCHED AN EDUCATION PARTNERSHIP WITH SAINT JOSEPH'S UNIVERSITY. THE LONG-RUNNING HORTICULTURE CERTIFICATE PROGRAM ESTABLISHED IN 1940 BY LAURA BARNES CONTINUES, AND SAINT JOSEPH'S UNIVERSITY WILL EXPLORE A NEW HORTICULTURE MINOR AS WELL AS ACADEMIC CREDIT FOR SELECT COURSES.THE BARNES OFFERED A SERIES OF PUBLIC LECTURES IN 2018 ON TOPICS RELATED TO THE COLLECTION AND SPECIAL EXHIBITIONS. THE BARNES ALSO PRESENTED TWO PUBLIC SYMPOSIA. IN APRIL, THE 23RD ANNUAL GRADUATE STUDENT SYMPOSIUM DREW SPEAKERS AND FACULTY FROM NINE AREA UNIVERSITIES.IN COLLABORATION WITH THE SCHOOL DISTRICT OF PHILADELPHIA, THE FOUNDATION HAS DEVELOPED GRADE-SPECIFIC OUTREACH PROGRAMS THAT COMBINE IN-CLASS LEARNING WITH A STRUCTURED TOUR OF THE FOUNDATION'S ART COLLECTIONS. LED BY BARNES EDUCATORS, THESE PROGRAMS ARE DESIGNED TO DEVELOP STUDENTS' ART APPRECIATION AND REINFORCE READING COMPREHENSION, MATH SKILLS AND KNOWLEDGE OF SCIENCE, HISTORY AND SOCIAL STUDIES, DEPENDING ON THE GRADE LEVEL. THESE PROGRAMS SERVED APPROXIMATELY 10,000 PHILADELPHIA SCHOOLCHILDREN IN 2018. THE BARNES ALSO PILOTED AND LAUNCHED IN FALL 2018 A SIX-WEEK ONLINE TEACHER TRAINING PROGRAM CALLED MATH IN ART TO PROVIDE TEACHERS IN THE PHILADELPHIA AREA AND BEYOND WITH TECHNIQUES FOR INTEGRATING ART INTO OTHER SUBJECT AREAS. IN 2018 APPROXIMATELY 3,000 STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL VISITED THE BARNES FOR EDUCATIONAL TOURS OF THE COLLECTION AND EXHIBITIONS. EDUCATORS AT THE BARNES TAILOR THE TOUR EXPERIENCE TO MEET THE CLASSROOM TEACHER'S GOALS. THE FOUNDATION HAS ALSO DEVELOPED EDUCATIONAL FAMILY PROGRAMS. PROGRAM EXPENSES FOR EDUCATION INCLUDE A PRO-RATE SHARE OF DEPRECIATION AND OTHER FACILITY COSTS. 18816643 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 0 0 0 0 1 135 0 1 188 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DC DE FL IL MA MD NJ NY PA VA X X MARGARET B ZMINDA 2152787000 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 AILEEN KENNEDY ROBERTS VICE CHAIRMAN, TRUSTEE 1.00 X X 0 0 0 CATHERINE HUGHES TRUSTEE 1.00 X 0 0 0 DANIEL DILELLA TRUSTEE 1.00 X 0 0 0 DR BRENDA T THOMPSON TRUSTEE 1.00 X 0 0 0 CHRISTINE POGGI PHD TRUSTEE (AS OF 12/18/18) 1.00 X 0 0 0 DR KHALIL GIBRAN MUHAMMAD TRUSTEE (THRU 12/18/18) 1.00 X 0 0 0 DR NEIL L RUDENSTINE TRUSTEE (THRU 9/25/18) 1.00 X 0 0 0 JOHN ALCHIN TRUSTEE 1.00 X 0 0 0 JOHN J AGLIALORO TRUSTEE 1.00 X 0 0 0 JOHN MCFADDEN ESQ TRUSTEE (AS OF 12/18/18) 1.00 X 0 0 0 JOSEPH NEUBAUER CHAIRMAN, TRUSTEE 1.00 X X 0 0 0 SHELDON M BONOVITZ ESQ TRUSTEE 1.00 X 0 0 0 STEPHEN J HARMELIN ESQ TREASURER, TRUSTEE 1.00 X X 0 0 0 THE HON JACQUELINE F ALLEN SECRETARY, TRUSTEE 1.00 X X 0 0 0 TORY BURCH TRUSTEE (THRU 12/18/18) 1.00 X 0 0 0 PAMELA D BUNDY TRUSTEE 1.00 X 0 0 0 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 40.00 X 421507 0 24734 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 40.00 X 255981 0 33938 SARA GEELAN DEP DIR, GEN COUNSEL, ASST SECRETARY 40.00 X 238956 0 29973 NINA DIEFENBACH DEPUTY DIRECTOR OF ADVANCEMENT 40.00 X 316694 0 12682 VINCENT D'ANTONIO SENIOR DIRECTOR OF OPERATIONS 40.00 X 184275 0 7590 SHELLEY BERNSTEIN DEP DIRECTOR FOR DIGITAL INITIATIVES 40.00 X 163343 0 20401 MARTHA LUCY DEP DIR FOR EDUCATION,PUBLIC PROGRAMS 40.00 X 138036 0 3528 WILLIAM CARY DIRECTOR OF ANNUAL GIVING 40.00 X 133738 0 6054 STEVEN BRADY DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 137429 0 31598 GEORGETTE C HAMATY DIRECTOR OF FOUNDATION RELATIONS 40.00 X 126970 0 15992 BARBARA BUCKLEY SENIOR DIRECTOR OF CONSERVATION 40.00 X 106950 0 33014 2223879 0 219504 14 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 1292325 LF DRISCOLL CO 401 CITY AVE SUITE 500 BALA CYNWYD PA 19004 CONSTRUCTION 671614 MASTERPIECE INTERNATIONAL 39 BROADWAY SUITE 1410 NEW YORK NY 10006 FINE ART LOGISTICS 613598 ELLIOT-LEWIS CORPORATION 2900 BLACK LAKE PLACE PHILADELPHIA PA 19154 FACILITIES MGMT. 451120 CLEAN TECH SERVICES INC 114 CHESTNUT STREET 5TH FLOOR PHILADELPHIA PA 19130 CLEANING SERVICES 410674 13 411140 81936 23726856 42820 24219932 ADMISSIONS 900099 3408854 3408854 SPECIAL EVENTS 900099 953198 654853 298345 EDUCATION 611600 306565 306565 PUBLICATIONS 900004 23490 23490 4692107 1530329 1530329 65287032 2070960 61986173 21145 3300859 2049815 5350674 5350674 37310 411140 155104 -117794 -117794 1533254 814337 718917 512036 206881 MISCELLANEOUS INCOME 900099 113589 113589 LICENSING & MERCHANDISING 900099 15724 15724 129313 36523478 4364534 861734 7077278 X 2375235 698731 1019886 656618 6042366 4505353 338060 1198953 123941 94076 7882 21983 830335 388740 249368 192227 629295 471866 58662 98767 81664 3774 77100 790 108695 108695 310088 310088 247931 247931 3202926 2901998 284588 16340 505711 504711 186 814 325824 97417 39908 188499 748900 562975 69280 116645 2667665 2372347 284898 10420 184784 154891 19705 10188 5041758 4818181 198735 24842 434014 367977 24607 41430 CREDIT CARD FEES 325202 251116 139 73947 EVENT EXPENSES 322680 117652 205028 PRINTING & POSTAGE 266465 203681 11732 51052 CONSERVATION & EXHIBITI 147008 147008 241460 154149 87311 25163947 18816643 3128673 3218631 X 2144659 2074046 5296666 16871493 51398 109546 1110042 1027080 804934 825907 148009365 43387987 108757236 104621378 78385783 73400556 6359913 5787433 202910631 204717439 2174918 1784740 410824 453718 2585742 2238458 X 116004776 114240292 12563218 9405489 71756895 78833200 200324889 202478981 202910631 204717439 X 11359531 -9172899 -32540 X 0 1 X 1 0 X X X X X X EDUCATION 0 69130963 10907504 -4634186 3367000 72037281 61884200 1603196 8809304 3165737 69130963 62264076 12864 2784075 3176815 61884200 57589383 10169556 -2306429 3188434 62264076 51367619 6335075 2340686 2453997 57589383 0.02970 0.97030 0.00000 0 0 162889 162889 140148578 37359177 102789401 1170803 727694 443109 6527095 5301116 1225979 104621378 X 30487647 -9172899 2415558 566406 -6190935 36678582 -155104 -155104 36523478 28333555 2415558 1001981 3417539 24916016 247931 247931 25163947 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 FOUNDATION'S 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 PAY ANY UNRELATED BUSINESS INCOME TAXES IN 2018 OR IN 2017. 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, 2018 OR 2017. 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 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 814,337. INVESTMENT EXPENSES -247,931. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -155,104. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 814,337. RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST 32,540. SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 155,104. 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 THE ORGANIZATION RECEIVES GRANTS FROM THE PHILADELPHIA CULTURAL FUND ($11,185), THE NATIONAL ENDOWMENT FOR THE ARTS ($40,000), AND THE COMMONWEALTH OF PENNSYLVANIA ($70,751). X X X X X X 1 DANILLER COMPANY 3724 JEFFERSON ST 302 AUSTIN TX 78731 CONSULTANT FOR FUNDRAISING ACTIVITIES 0 1314789 309232 1005557 1314789 309232 1005557 CA CT DC DE FL IL MA MD NJ NY PA VA FUNDRAISER 448450 411140 37310 93820 61284 448450 411140 37310 93820 61284 155104 -117794 1 X X 0 0 0 0 0 0 0 1 1 1 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 395258 0 20000 0 6249 0 8025 0 16709 0 446241 0 0 0 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 253529 0 0 0 2452 0 7950 0 25988 0 289919 0 0 0 SARA GEELAN DEP DIR, GEN COUNSEL, ASST SECRETARY 237845 0 0 0 1111 0 7431 0 22542 0 268929 0 0 0 NINA DIEFENBACH DEPUTY DIRECTOR OF ADVANCEMENT 313888 0 0 0 2806 0 8041 0 4641 0 329376 0 0 0 VINCENT D'ANTONIO SENIOR DIRECTOR OF OPERATIONS 183250 0 0 0 1025 0 5338 0 2252 0 191865 0 0 0 SHELLEY BERNSTEIN DEP DIRECTOR FOR DIGITAL INITIATIVES 162593 0 0 0 750 0 4800 0 15601 0 183744 0 0 0 STEVEN BRADY DIRECTOR OF INFORMATION TECHNOLOGY 136685 0 0 0 744 0 410 0 31188 0 169027 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 AIRLINES MILES 1 22125 X HOTEL ROOMS 1 15000 X IPADS 1 5695 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FOR NON-CASH GIFTS ARE BASED ON THE NUMBER OF CONTRIBUTIONS. 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. 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. FORM 990, PART IX, LINE 11G SECURITY: PROGRAM SERVICE EXPENSES 1,317,459. MANAGEMENT AND GENERAL EXPENSES 52,852. FUNDRAISING EXPENSES 6,607. TOTAL EXPENSES 1,376,918. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,584,539. MANAGEMENT AND GENERAL EXPENSES 231,736. FUNDRAISING EXPENSES 9,733. TOTAL EXPENSES 1,826,008. FORM 990, PART X, LINE 27-29 IN THE PREPARATION OF ITS 2018 FINANCIAL STATEMENTS, THE FOUNDATION ADOPTED THE PROVISIONS OF ASU 2016-14 NOT-FOR-PROFIT ENTITIES (TOPIC 958): PRESENTATION OF FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. IN CONNECTION WITH THIS CHANGE, THE FOUNDATION RECORDED SOME RECLASSIFICATIONS OF NET ASSETS BETWEEN THE TWO NEW CLASSIFICATIONS, THOSE (1) WITH DONOR RESTRICTIONS AND (2) WITHOUT DONOR RESTRICTIONS. THE FORM 990, PART X, HOWEVER, HAS NOT BEEN REVISED TO INCORPORATE THIS CHANGE AND AS A RESULT THE NET ASSETS ARE STILL CLASSIFIED IN THREE CATEGORIES: (1) UNRESTRICTED, (2) TEMPORARY RESTRICTED AND (3) PERMANENTLY RESTRICTED. THEREFORE, BARNES FOUNDATION HAS UPDATED THE BEGINNING YEAR NET ASSETS TO REFLECT THE RECLASSIFICATIONS AS MENTIONED ABOVE IN ORDER TO REPORT CONSISTENTLY WITH THE END OF YEAR NET ASSETS. THIS RECLASSIFICATION HAD NO EFFECT ON TOTAL NET ASSETS. FORM 990, PART XI, LINE 9: RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST -32,540.