BARNES FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FOUNDATION (EIN 23-6000149)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201802859349300120
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T10:20:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 TOWNSHIP LINE ROAD SUITE 300 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236000149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARNES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET B ZMINDA | PersonNm |
| Person Title | EXECUTIVE VP, CFO AND COO | PersonTitleTxt |
| Phone | 2152787000 | PhoneNum |
| Signature | 2018-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2156418600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-09 | IPDt |
| IP Tm | 17:25:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B004826FD69B224E7044EFB759AF5CFDB4B25BFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F745E85DCA5523FBD0E186AA23A085854F287DC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,500,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARNESFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | EDUCATIONAL INSTITUTION | OtherOrganizationDsc |
| Formation | 1922 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 242 | TotalEmployeeCnt |
| Total Volunteers | 177 | TotalVolunteersCnt |
| Total Gross UBI | $635,418 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$474,037 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,316,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,070,197 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,855,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,336,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,158,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,335,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $598,495 | PYOtherRevenueAmt |
| CY Other Revenue | $285,358 | CYOtherRevenueAmt |
| PY Total Revenue | $18,929,321 | PYTotalRevenueAmt |
| CY Total Revenue | $23,026,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,989,682 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,569,262 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $263,573 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $250,554 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,899,818 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,565,074 | PYOtherExpensesAmt |
| CY Other Expenses | $14,538,588 | CYOtherExpensesAmt |
| PY Total Expenses | $23,818,329 | PYTotalExpensesAmt |
| CY Total Expenses | $24,358,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,889,008 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,331,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $195,984,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,910,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,927,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,585,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,057,016 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $200,324,889 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,619,618 | ExpenseAmt |
| Revenue | $3,256,552 | RevenueAmt |
| Desc | 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 2016, 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. THIS INCLUDES CONSERVATION TREATMENT AND DEVELOPMENT OF A LONG-TERM PRESERVATION PLAN FOR THE COLLECTION OF WORKS ON PAPER. CONSERVATION TREATMENT AND REHOUSING OF 106 WORKS ON PAPER WAS COMPLETED IN 2017 BY THE CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS. THE FOUNDATION CONTINUED THE MULTI-YEAR PROJECT, BEGUN IN 2015, OF RECOATING THE 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. THIS YEAR, THE CONSERVATION DEPARTMENT COMPLETED THE TREATMENT OF 115 METAL OBJECTS. THE FOUNDATION PRESENTED 3 SPECIAL EXHIBITIONS IN 2017. BEGINNING ON FEBRUARY 25, 2017 THROUGH MAY 22, 2017, THE BARNES PRESENTED THE EXHIBITION PERSON OF THE CROWD: THE CONTEMPORARY ART OF FLANERIE WHICH FEATURED THE WORK OF MORE THAN 50 US AND INTERNATIONAL ARTISTS WHO TOOK TO THE STREET THROUGHOUT THE POST-WAR PERIOD TO SPEAK TO ISSUES AS DIVERSE AS GENTRIFICATION, GENDER POLITICS, GLOBALIZATION, RACISM, AND HOMELESSNESS. THE EXHIBITION FEATURED WORKS, NEW PERFORMANCES, AND HISTORICAL PIECES BY MARINA ABRAMOVIC, VITO ACCONCI, ELEANOR ANTIN, CONSTANT, DAVID HAMMONS, AND ZHANG HUAN, AMONG MANY OTHERS. A SERIES OF PERFORMANCES BY ARTISTS INCLUDING SANFORD BIGGERS, TANIA BRUGUERA, AYANA EVANS, ZACHARY FABRI, AND WILMER WILSON IV TOOK PLACE ON THE STREETS OF PHILADELPHIA, AND BILLBOARD AND STREET POSTER PROJECTS ACTIVATED THE CITY. THE BARNES ALSO COMMISSIONED NEW YORK-BASED ARTIST MAN BARTLETT TO CREATE A MICROSITE AND DIGITAL ARTWORK EXPLORING THEMES RELATED TO THE EXHIBITION AND THE CONCEPT OF "CYBERFLANERIE."IN CONJUNCTION WITH THE EXHIBITION, THE BARNES HOSTED AN INTERDISCIPLINARY SYMPOSIUM TITLED "FLANERIE AND THE POLITICS OF PUBLIC SPACE" ON APRIL 15, 2017 WHICH CONNECTED FLANERIE AS A STRATEGY FOR CONTEMPORARY ARTISTS TO ITS ORIGINS IN THE 19TH CENTURY. SPEAKERS DISCUSSED THE POLITICS OF PUBLIC SPACE-INCLUDING CYBERSPACE AND SOCIAL MEDIA, WHERE THE PRACTICE OF FLANERIE TRANSCENDS PHYSICAL AND GEOGRAPHICAL BOUNDARIES. PARTICIPANTS INCLUDED ARTISTS MAN BARTLETT AND ANGELA WASHKO, WRITER DOREEN ST. FELIX, AND ART HISTORIANS ANDRE DOMBROWSKI, JANET WOLFF, AND TOM MCDONOUGH. PERSON OF THE CROWD: THE CONTEMPORARY ART OF FLANERIE WAS CURATED BY THOM COLLINS, EXECUTIVE DIRECTOR AND PRESIDENT OF THE BARNES FOUNDATION IN COLLABORATION WITH DR. MARTHA LUCY, DEPUTY DIRECTOR FOR RESEARCH, EDUCATION & INTERPRETATION, AS WELL AS GUEST CURATOR JUDITH TANNENBAUM WHO COLLABORATED ON THE PERFORMANCE SERIES AND BILLBOARD INSTALLATIONS. THIS SPECIAL EXHIBITION HAD 25,600 VISITORS.FROM JUNE 30 THROUGH OCTOBER 2, 2017, THE BARNES FOUNDATION PRESENTED MOHAMED BOUROUISSA: URBAN RIDERS. MOHAMED BOUROUISSA'S FIRST MAJOR SOLO EXHIBITION IN PHILADELPHIA, THIS EXHIBITION BROUGHT TOGETHER APPROXIMATELY 85 WORKS INSPIRED BY THE FRENCH-ALGERIAN ARTIST'S FIRST PROJECT IN THE US, WHICH FOCUSED ON A NORTH PHILADELPHIA COMMUNITY'S EFFORTS AT NEIGHBORHOOD REVITALIZATION AND YOUTH EMPOWERMENT. MOHAMED BOUROUISSA: URBAN RIDERS WAS THE FIRST PRESENTATION OF THIS PROJECT IN THE US AND PROVIDED A FORUM TO REFLECT ON ISSUES OF CIVIC ENGAGEMENT. THIS SPECIAL EXHIBITION HAD 25,300 VISITORS.MOHAMED BOUROUISSA: URBAN RIDERS WAS CURATED BY SYLVIE PATRY, CONSULTING CURATOR AT THE BARNES FOUNDATION AND CHIEF CURATOR/ DEPUTY DIRECTOR FOR CURATORIAL AFFAIRS AND COLLECTIONS AT THE MUSEE DORSAY. THE THIRD EXHIBITION, WHICH WAS ON VIEW FROM NOVEMBER 17, 2017 THROUGH MARCH 12, 2018 WAS ENTITLED KIEFER RODIN. TO MARK THE CENTENNIAL OF AUGUSTE RODIN'S DEATH ON NOVEMBER 17, THE BARNES FOUNDATION UNVEILED THE ONLY US PRESENTATION OF KIEFER RODIN, A MAJOR EXHIBITION ORGANIZED IN COLLABORATION WITH THE MUSEE RODIN IN PARIS. 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 WORKS, INCLUDING SEVERAL LARGE-SCALE ILLUSTRATED BOOKS BY KIEFER (B. 1945) MADE 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 INCLUDED WERE SCULPTURES AND DRAWINGS BY RODIN, INCLUDING RARELY DISPLAYED PLASTER MOLDS. ROOTED IN EXPERIMENTATION, BOTH KIEFER AND RODIN'S ARTISTIC PROCESSES CONVEY A POIGNANT VISION OF HUMANITY'S SPIRITUAL DILEMMA AND OUR RELATIONSHIP TO HISTORY. IN THIS EXHIBITION, THE CONTRAST OF RODIN'S WORK WITH KIEFER'S EMPHASIZED RODIN'S MODERNITY AND HIS PROXIMITY TO CONTEMPORARY PRACTICE. THIS SPECIAL EXHIBITION HAD 39,200 VISITORS.ORGANIZED BY THE BARNES FOUNDATION AND THE MUSEE RODIN, PARIS, KIEFER RODIN WAS A CURATORIAL COLLABORATION BETWEEN SYLVIE PATRY, CONSULTING CURATOR AT THE BARNES FOUNDATION AND CHIEF CURATOR/DEPUTY DIRECTOR FOR CURATORIAL AFFAIRS AND COLLECTIONS AT THE MUSEE DORSAY, AND A TEAM OF CURATORS AT THE MUSEE RODIN: CATHERINE CHEVILLOT, DIRECTOR, AND VERONIQUE MATTIUSSI, DEPUTY DIRECTOR FOR THE DEPARTMENT OF RESEARCH, DOCUMENTATION, LIBRARY, AND ARCHIVES, WITH THE COLLABORATION OF SOPHIE BIASS-FABIANI, CURATOR IN CHARGE OF DRAWINGS, PAINTINGS, AND CONTEMPORARY ARTS AND HELENE MARRAUD, ASSISTANT CURATOR IN CHARGE OF SCULPTURE.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 2016, THE BARNES BEGAN RESEARCH FOR CEZANNE IN THE BARNES FOUNDATION, THE FORTHCOMING CATALOGUE RAISONNE OF THE FOUNDATION'S CEZANNE COLLECTION, WHICH-WITH 61 OIL PAINTINGS, 6 WATERCOLORS, AND 2 LITHOGRAPHS-IS AMONG THE MOST SIGNIFICANT IN THE WORLD. RESEARCH FOR THIS PUBLICATION HAS BEEN UNDERTAKEN BY AN INTERNATIONAL TEAM OF SCHOLARS UNDER THE DIRECTION OF SYLVIE PATRY, FORMER DEPUTY DIRECTOR FOR COLLECTIONS & EXHIBITIONS AND GUND FAMILY CHIEF CURATOR. AMONG THE WORK COMPLETED IN 2017 BY THE BARNES CONSERVATION AND CURATORIAL TEAMS WAS AN EXAMINATION OF RELATED MATERIALS IN THE FOUNDATION'S ARCHIVES AND AN INITIAL TECHNICAL REVIEW OF THE 61 OIL PAINTINGS. THE FOUNDATION MAINTAINS AN ARCHIVE CONTAINING THE PERSONAL PAPERS OF DR. BARNES AND OTHER DOCUMENTATION RELATED TO THE HISTORY OF THE ORGANIZATION. THE ARCHIVE IS MADE AVAILABLE TO THE FOUNDATION'S STUDENTS AND DOCENTS AS WELL AS TO SCHOLARS AND RESEARCHERS BY APPOINTMENT. CHANGING DISPLAYS OF MATERIALS FROM THE BARNES FOUNDATION ARCHIVES ARE EXHIBITED IN THE FOUNDATION'S FACILITY.THROUGH THE SPRING OF 2017, THE FOUNDATION PRESENTED AN ARCHIVAL EXHIBITION CALLED CHER MATISSE WHICH INCLUDED SELECTED LETTERS AND PHOTOGRAPHS EXCHANGED BETWEEN ALBERT C. BARNES AND HENRI MATISSE FROM 1930 - 1933. MATERIALS ON VIEW FOR THIS PRESENTATION INCLUDE PHOTOGRAPHS THAT MATISSE SENT FROM HIS STUDIO IN NICE, FRANCE, DEPICTING THE DANCE MURAL IN PROCESS, AND A HEARTFELT CONDOLENCE LETTER FROM MATISSE SENT TO LAURA BARNES IN 1952.DURING THE SUMMER OF 2017 THE ARCHIVAL EXHIBITION FLOSSIE LEE AND MUSTARD PLASTER: DR. BARNES AND HIS HUNTERS WAS PRESENTED. WITH THE FINANCIAL SUCCESS OF ARGYROL, DR. AND MRS. BARNES ENJOYED THEIR NEWFOUND PROSPERITY BY BUILDING AN ESTATE HOME THAT THEY DECORATED WITH FINE FURNISHINGS AND ART. ALONG WITH EXPENSIVE AUTOMOBILES, THEY ALSO PURCHASED THOROUGHBRED HORSES AND JOINED THREE HUNT CLUBS IN THE NEARBY COUNTIES. ARCHIVAL LETTERS ILLUSTRATE DETAILS REGARDING THE TROPHY, THE "LAURASTON CUP," THAT BARNES PRESENTED TO THE WINNER OF THE ROSE TREE RACES IN 1910, AND PHOTOGRAPHS FEATURING ALBERT BARNES THE EQUESTRIAN. DURING THE FALL OF 2017 THE ARCHIVAL EXHIBITION PAUL PHILIPPE CRET AND THE BARNES FOUNDATION WAS PRESENTED. IN 1922, ALBERT C. BARNES CONTRACTED FRENCH ARCHITECT PAUL PHILIPPE CRET TO DESIGN A GALLERY AND RESIDENCE IN MERION, PENNSYLVANIA. FEATURED IN THIS EXHIBIT WERE SELECTED LETTERS BETWEEN THE TWO MEN PLUS CRET'S VISION, PLANS, AND SKETCHES FOR THE BUILDINGS THAT OFFICIALLY BECAME THE HOME OF THE BARNES FOUNDATION IN 1925. SINCE CRET WAS ALSO ONE OF THE CONTRIBUTORS TO THE DESIGN OF THE BENJAMIN FRANKLIN PARKWAY, THE SITE OF THE NEW BARNES NEW BUILDING, THE EXHIBIT ALSO CELEBRATED THE PARKWAY'S CENTENNIAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,320,776 | ExpenseAmt |
| Revenue | $217,644 | RevenueAmt |
| Desc | THE FOUNDATION'S PERMANENT COLLECTION GALLERY IN PHILADELPHIA IS OPEN TO THE PUBLIC SIX DAYS PER WEEK, WITH 2017 VISITATION OF APPROXIMATELY 210,000 VISITORS. APPROXIMATELY 10% OF THOSE VISITORS WERE MEMBERSHIP SUPPORTERS OF THE BARNES FOUNDATION. A GALLERY SHOP IS OPERATED IN CONNECTION WITH THE PROGRAM OF PUBLIC VISITATION WHICH SELLS REPRODUCTIONS, PUBLICATIONS AND OTHER ITEMS RELATED TO THE ART COLLECTION AND ARBORETUM. THE FOUNDATION ALSO PROVIDES ENTERTAINING PRIVILEGES TO ITS MEMBERS, AND IN 2017 THE FOUNDATION HOSTED APPROXIMATELY 200 SPECIAL EVENTS WITH APPROXIMATELY 18,500 GUESTS.THE FOUNDATION'S ARBORETUM IS OPEN TO THE PUBLIC ON SELECTED DAYS OF THE WEEK SEASONALLY. OVER 1,000 GUESTS VISITED THE ARBORETUM FROM MAY THROUGH SEPTEMBER OF 2017.PROGRAM EXPENSES FOR VISITATION INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS FOR ALL LOCATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,050,039 | ExpenseAmt |
| Revenue | $230,429 | RevenueAmt |
| Desc | THE FOUNDATION SPONSORS SEPARATE CERTIFICATE PROGRAMS IN HORTICULTURE AND ALSO IN ART AND AESTHETICS. IN ADDITION, IT HOLDS SPECIAL WORKSHOPS AND EDUCATIONAL PUBLIC PROGRAMS RELATED TO ITS COLLECTION AND EXHIBITION PROGRAMS, AS WELL AS TOPICS OF GENERAL INTEREST. IN SEPTEMBER 2016, THE BARNES FOUNDATION LAUNCHED AN EXPANSION OF ITS PIONEERING ADULT EDUCATION PROGRAM. THE BARNES-DE MAZIA EDUCATION PROGRAM BUILDS ON DR. ALBERT C. BARNES'S GROUNDBREAKING APPROACH TO TEACHING VISUAL LITERACY AND THE ORIGINAL TEACHINGS OF BARNES, VIOLETTE DE MAZIA, AND JOHN DEWEY, WHICH EMPHASIZE THE FORMAL ANALYSIS OF ART AND REFLECT PROGRESSIVE EDUCATION PHILOSOPHIES OF THE 1920S. THE EXPANDED CURRICULUM INCLUDES NEW COURSE OFFERINGS THAT COMPLEMENT THE BARNES METHOD AND HIGHLIGHT OTHER INTERPRETIVE APPROACHES: CLASSES BASED ON HISTORICAL CONTEXT AND CLASSES THAT EXPLORE MATERIALS AND TECHNIQUES. THE EXPANDED PROGRAM ALSO FEATURES REDUCED FEES, NEED-BASED FULL SCHOLARSHIPS TO IMPROVE ACCESS TO THE PROGRAM-97 SCHOLARSHIPS WERE AWARDED IN FALL 2017-AND, IN COOPERATION WITH THE PENNSYLVANIA ACADEMY OF THE FINE ARTS, THE OPPORTUNITY FOR STUDENTS TO RECEIVE UNDERGRADUATE ACADEMIC CREDIT FOR SELECT CLASSES THEY TAKE AT THE BARNES. IN FALL 2017, NEARLY 600 STUDENTS PARTICIPATED IN THE BARNES-DE MAZIA EDUCATION PROGRAM. IN COLLABORATION WITH THE SCHOOL DISTRICT OF PHILADELPHIA, THE FOUNDATION HAS DEVELOPED GRADE-SPECIFIC OUTREACH PROGRAMS THAT COMBINE IN-CLASS LEARNING, LED BY FOUNDATION EDUCATORS, WITH A STRUCTURED TOUR OF THE FOUNDATION'S ART COLLECTIONS. THESE PROGRAMS ARE DESIGNED TO DEVELOP STUDENT'S 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 7,500 PHILADELPHIA SCHOOL CHILDREN IN 2017, INCLUDING 400 PRE-K STUDENTS THROUGH THE LOOK! REFLECT! CONNECT! PROGRAM AT 7 EARLY CHILDHOOD EDUCATION CENTERS IN PHILADELPHIA. IN ADDITION, DOCENT-LED TOURS ARE AVAILABLE FOR SCHOOL GROUPS IN GRADES KINDERGARTEN THROUGH UNDERGRADUATE LEVELS WHICH SERVED AN ADDITIONAL 2,600 STUDENTS IN 2017. THE FOUNDATION HAS ALSO DEVELOPED EDUCATIONAL FAMILY PROGRAMS. THESE EDUCATIONAL PROGRAMS ARE HELD IN THE GALLERIES AS WELL AS MULTI-PURPOSE ROOMS THROUGHOUT THE FOUNDATION'S PHILADELPHIA FACILITY.PROGRAM EXPENSES FOR EDUCATION INCLUDES A PRO-RATE SHARE OF DEPRECIATION AND OTHER FACILITY COSTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,990,433 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 152 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET B ZMINDA | PersonNm |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AILEEN KENNEDY ROBERTS | ||||||||
| VICE CHAIRMAN, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL DILELLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BRENDA T THOMPSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KHALIL GIBRAN MUHAMMAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NEIL L RUDENSTINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY CHARLES MILLER | ||||||||
| TRUSTEE (THRU 4/1/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ALCHIN | ||||||||
| TRUSTEE (AS OF 12/6/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J AGLIALORO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NEUBAUER | ||||||||
| CHAIRMAN, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHELDON M BONOVITZ ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J HARMELIN ESQ | ||||||||
| TREASURER, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THE HON JACQUELINE F ALLEN | ||||||||
| SECRETARY, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS K WHITFORD | ||||||||
| TRUSTEE (THRU 12/6/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TORY BURCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA D BUNDY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS COLLINS | ||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | 40.00 | Yes (X) | $376,779 | $0 | $18,033 | |||
| MARGARET B ZMINDA | ||||||||
| EXECUTIVE VP, CFO AND COO | 40.00 | Yes (X) | $252,582 | $0 | $24,474 | |||
| SARA GEELAN | ||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $211,582 | $0 | $17,824 | |||
| NINA DIEFENBACH | ||||||||
| DEPUTY DIRECTOR OF ADVANCEMENT | 40.00 | $308,419 | $0 | $9,187 | Yes (X) | |||
| VINCENT D'ANTONIO | ||||||||
| SENIOR DIRECTOR OF OPERATIONS | 40.00 | $183,866 | $0 | $5,713 | Yes (X) | |||
| SHELLEY BERNSTEIN | ||||||||
| DEP DIRECTOR FOR DIGITAL INITIATIVES | 40.00 | $161,910 | $0 | $17,148 | Yes (X) | |||
| MARTHA LUCY | ||||||||
| DEP DIR FOR EDUCATION,PUBLIC PROGRAMS | 40.00 | $132,241 | $0 | $2,819 | Yes (X) | |||
| STEVEN BRADY | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $130,584 | $0 | $16,427 | Yes (X) | |||
| WILLIAM CARY | ||||||||
| DIRECTOR OF ANNUAL GIVING | 40.00 | $116,999 | $0 | $3,654 | Yes (X) | |||
| BARBARA BUCKLEY | ||||||||
| SENIOR DIRECTOR OF CONSERVATION | 40.00 | $103,394 | $0 | $19,725 | Yes (X) | |||
| REGINA MURPHY | ||||||||
| SENIOR DIRECTOR OF DEVELOP. SERVICES | 40.00 | $101,523 | $0 | $6,670 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,079,879 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $141,674 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LF DRISCOLL CO | |||||
| 401 CITY AVE SUITE 500 | BALA CNYWYD | PA | 19004 | CONSTRUCTION | $4,013,557 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY | $1,259,569 |
| STARR EVENTS | |||||
| 667 N BROAD ST | PHILADELPHIA | PA | 19123 | CATERING/FOOD SERVICES | $485,669 |
| ELLIOT-LEWIS CORPORATION | |||||
| 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19154 | FACILITIES MANAGMENT | $425,197 |
| HARMELIN MEDIA | |||||
| 525 RIGHTERS FERRY RD | BALA CNYWYD | PA | 19004 | ADVERTISING MANAGEMENT | $406,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,006,312 | FundraisingAmt |
| Government Grants | $72,873 | GovernmentGrantsAmt |
| All Other Contributions | $14,991,012 | AllOtherContributionsAmt |
| Noncash Contributions | $67,500 | NoncashContributionsAmt |
| Total Contributions | $16,070,197 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADMISSIONS | 900099 | $3,256,552 | $3,256,552 | ||
| SPECIAL EVENTS | 900099 | $819,460 | $489,276 | $330,184 | |
| EDUCATION | 611600 | $230,429 | $230,429 | ||
| PUBLICATIONS | 900004 | $29,806 | $29,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,336,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,144,818 | TotalRevenueColumnAmt |
| Exclusion | $1,144,818 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,337,264 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,146,888 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,190,376 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,190,376 | TotalRevenueColumnAmt |
| Exclusion | $1,190,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,708 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,006,312 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $360,015 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$331,307 | TotalRevenueColumnAmt |
| Exclusion | -$331,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,368,563 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $967,097 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,466 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $146,142 | UnrelatedBusinessRevenueAmt |
| Exclusion | $255,324 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $187,838 | $187,838 | |
| LICENSING & MERCHANDISING | 900099 | $27,361 | $27,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $215,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,026,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,704,625 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $635,418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,616,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,221,556 | TotalAmt |
| Program Services | $680,405 | ProgramServicesAmt |
| Management And General | $941,464 | ManagementAndGeneralAmt |
| Fundraising | $599,687 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,869,852 | TotalAmt |
| Program Services | $4,202,474 | ProgramServicesAmt |
| Management And General | $624,558 | ManagementAndGeneralAmt |
| Fundraising | $1,042,820 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,694 | TotalAmt |
| Program Services | $85,879 | ProgramServicesAmt |
| Management And General | $11,120 | ManagementAndGeneralAmt |
| Fundraising | $22,695 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,756 | TotalAmt |
| Program Services | $572,777 | ProgramServicesAmt |
| Management And General | $64,728 | ManagementAndGeneralAmt |
| Fundraising | $129,251 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,404 | TotalAmt |
| Program Services | $392,467 | ProgramServicesAmt |
| Management And General | $86,648 | ManagementAndGeneralAmt |
| Fundraising | $112,289 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,089 | TotalAmt |
| Program Services | $8,696 | ProgramServicesAmt |
| Management And General | $412,791 | ManagementAndGeneralAmt |
| Fundraising | $1,602 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,943 | TotalAmt |
| Management And General | $112,943 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,554 | TotalAmt |
| Fundraising | $250,554 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,995 | TotalAmt |
| Management And General | $278,995 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405,356 | TotalAmt |
| Program Services | $2,983,342 | ProgramServicesAmt |
| Management And General | $371,037 | ManagementAndGeneralAmt |
| Fundraising | $50,977 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,092 | TotalAmt |
| Program Services | $524,092 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,150 | TotalAmt |
| Program Services | $311,751 | ProgramServicesAmt |
| Management And General | $46,907 | ManagementAndGeneralAmt |
| Fundraising | $160,492 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,845 | TotalAmt |
| Program Services | $203,602 | ProgramServicesAmt |
| Management And General | $26,768 | ManagementAndGeneralAmt |
| Fundraising | $37,475 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245,310 | TotalAmt |
| Program Services | $2,044,541 | ProgramServicesAmt |
| Management And General | $190,565 | ManagementAndGeneralAmt |
| Fundraising | $10,204 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,962 | TotalAmt |
| Program Services | $217,869 | ProgramServicesAmt |
| Management And General | $30,783 | ManagementAndGeneralAmt |
| Fundraising | $36,310 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,877 | TotalAmt |
| Program Services | $41,286 | ProgramServicesAmt |
| Management And General | $7,141 | ManagementAndGeneralAmt |
| Fundraising | $6,450 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,789,387 | TotalAmt |
| Program Services | $4,573,821 | ProgramServicesAmt |
| Management And General | $191,614 | ManagementAndGeneralAmt |
| Fundraising | $23,952 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,543 | TotalAmt |
| Program Services | $466,806 | ProgramServicesAmt |
| Management And General | $18,374 | ManagementAndGeneralAmt |
| Fundraising | $1,363 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $829,590 | $432,439 | $51,717 | $345,434 |
| CREDIT CARD FEES | $316,449 | $248,186 | $68,263 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,358,404 | TotalAmt |
| Program Services | $17,990,433 | ProgramServicesAmt |
| Management And General | $3,468,153 | ManagementAndGeneralAmt |
| Fundraising | $2,899,818 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,433,576 | BOYAmt |
| EOY | $2,144,659 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,771,774 | BOYAmt |
| EOY | $5,296,666 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,674 | BOYAmt |
| EOY | $51,398 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,682 | BOYAmt |
| EOY | $1,110,042 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,201 | BOYAmt |
| EOY | $804,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $147,231,972 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,474,736 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,253,352 | BOYAmt |
| EOY | $108,757,236 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,312,486 | BOYAmt |
| EOY | $78,385,783 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,372,963 | BOYAmt |
| EOY | $6,359,913 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,984,708 | BOYAmt |
| EOY | $202,910,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,276 | BOYAmt |
| EOY | $2,174,918 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,416 | BOYAmt |
| EOY | $410,824 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,692 | BOYAmt |
| EOY | $2,585,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,990,952 | BOYAmt |
| EOY | $114,441,158 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,005,986 | BOYAmt |
| EOY | $17,715,764 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,060,078 | BOYAmt |
| EOY | $68,167,967 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,057,016 | BOYAmt |
| EOY | $200,324,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,984,708 | BOYAmt |
| EOY | $202,910,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,331,408 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,605,452 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,171 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,884,200 | BeginningYearBalanceAmt |
| Contributions | $1,005,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,313,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,165,737 | OtherExpendituresAmt |
| End Year Balance | $69,130,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,264,076 | BeginningYearBalanceAmt |
| Contributions | $12,864 | ContributionsAmt |
| Investment Earnings Or Losses | $2,784,075 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,176,815 | OtherExpendituresAmt |
| End Year Balance | $61,884,200 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,589,383 | BeginningYearBalanceAmt |
| Contributions | $10,169,556 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,306,429 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,188,434 | OtherExpendituresAmt |
| End Year Balance | $62,264,076 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,367,619 | BeginningYearBalanceAmt |
| Contributions | $6,335,075 | ContributionsAmt |
| Investment Earnings Or Losses | $2,340,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,453,997 | OtherExpendituresAmt |
| End Year Balance | $57,589,383 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,075,517 | BeginningYearBalanceAmt |
| Contributions | $12,868,666 | ContributionsAmt |
| Investment Earnings Or Losses | $4,109,378 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,685,942 | OtherExpendituresAmt |
| End Year Balance | $51,367,619 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00380 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,389 | OtherCostOrOtherBasisAmt |
| Book Value | $176,389 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,130,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,734,680 | DepreciationAmt |
| Book Value | $106,395,435 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,083,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $639,303 | DepreciationAmt |
| Book Value | $444,557 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,841,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,100,753 | DepreciationAmt |
| Book Value | $1,740,855 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,757,236 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,954,219 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,605,452 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,273,654 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $688,102 | OtherRevenueAmt |
| Revenue Not Reported | $9,567,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,387,011 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$360,015 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$360,015 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,026,996 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,686,346 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,273,654 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,333,283 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,606,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,079,409 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $278,995 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $278,995 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,358,404 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ARE INTENDED TO SUPPORT THE FOUNDATION'S PROGRAM OF COLLECTIONS AND COLLECTION CARE, 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 2017 OR IN 2016. 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, 2017 OR 2016. 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 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 967,097. INVESTMENT EXPENSES -278,995. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -360,015. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 967,097. RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST 6,171. SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 360,015. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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 ($13,914), NATIONAL ENDOWMENT FOR THE ARTS ($40,000), AND THE COMMONWEALTH OF PENNSYLVANIA ($58,959). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANILLER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3724 JEFFERSON ST 302 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT FOR FUNDRAISING ACTIVITIES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,367,388 | GrossReceiptsAmt |
| Retained By Contractor | $250,554 | RetainedByContractorAmt |
| Net To Organization | $1,116,834 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,367,388 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $250,554 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,116,834 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CORPORATE FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $1,035,020 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,006,312 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,708 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $142,730 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $217,285 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,035,020 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,006,312 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,708 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $142,730 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $217,285 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $360,015 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$331,307 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS COLLINS | ||||||||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | $351,779 | $0 | $25,000 | $0 | $0 | $0 | $6,874 | $0 | $11,159 | $0 | $394,812 | $0 | $0 | $0 |
| MARGARET B ZMINDA | ||||||||||||||
| EXECUTIVE VP, CFO AND COO | $252,582 | $0 | $0 | $0 | $0 | $0 | $7,915 | $0 | $16,559 | $0 | $277,056 | $0 | $0 | $0 |
| SARA GEELAN | ||||||||||||||
| GENERAL COUNSEL | $211,582 | $0 | $0 | $0 | $0 | $0 | $6,596 | $0 | $11,228 | $0 | $229,406 | $0 | $0 | $0 |
| NINA DIEFENBACH | ||||||||||||||
| DEPUTY DIRECTOR OF ADVANCEMENT | $308,419 | $0 | $0 | $0 | $0 | $0 | $7,876 | $0 | $1,311 | $0 | $317,606 | $0 | $0 | $0 |
| VINCENT D'ANTONIO | ||||||||||||||
| SENIOR DIRECTOR OF OPERATIONS | $183,866 | $0 | $0 | $0 | $0 | $0 | $5,396 | $0 | $317 | $0 | $189,579 | $0 | $0 | $0 |
| SHELLEY BERNSTEIN | ||||||||||||||
| DEP DIRECTOR FOR DIGITAL INITIATIVES | $161,910 | $0 | $0 | $0 | $0 | $0 | $4,765 | $0 | $12,383 | $0 | $179,058 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | AIRFARE | 1 | $50,000 |
| Yes (X) | FOOD | 1 | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS FOR NON-CASH GIFTS ARE BASED ON THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | THE FOUNDATION ALSO HAS AN ART LIBRARY IN ITS PHILADELPHIA FACILITY WHICH IS OPEN TO STUDENTS, FACULTY AND RESEARCHERS, GENERALLY BY APPOINTMENT. 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. IN 2017, 104 TYPES OF NEW SPECIMENS WERE ADDED TO THE LIVING COLLECTION. THE FOUNDATION ALSO HAS A HORTICULTURE LIBRARY IN ITS MERION FACILITY WHICH IS OPEN TO STUDENTS AND FACULTY, AND CAN BE AVAILABLE TO THE GENERAL PUBLIC BY APPOINTMENT. 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 INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS ALL LOCATIONS. |
| 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 | COMMUNITY PROGRAMS: PROGRAM SERVICE EXPENSES 16,710. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,710. CONSERVATION: PROGRAM SERVICE EXPENSES 60,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,554. EDUCATION: PROGRAM SERVICE EXPENSES 49,216. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,216. EXHIBITIONS: PROGRAM SERVICE EXPENSES 1,114,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,114,930. INNOVATION: PROGRAM SERVICE EXPENSES 214,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,809. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 371,037. FUNDRAISING EXPENSES 50,977. TOTAL EXPENSES 422,014. PUBLIC PROGRAMS: PROGRAM SERVICE EXPENSES 162,221. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,221. SECURITY: PROGRAM SERVICE EXPENSES 1,364,902. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,364,902. |
| FORM 990, PART XI, LINE 9: | RESERVE ON BENEFICIAL INTEREST IN LEAD TRUST -6,171. |