2018-10-12T10:20:30-05:00 2017-12-31 420714325 RSM US LLP 518 TOWNSHIP LINE ROAD SUITE 300 BLUE BELL PA 19422 990 2017-01-01 236000149 THE BARNES FOUNDATION BARN 2152787000 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 2152787000 2018-10-09 1 LYNNE JOHNSON P00757336 2156418600 108.171.131.171 2018-10-09 17:25:22 ED P B004826FD69B224E7044EFB759AF5CFDB4B25BFA F745E85DCA5523FBD0E186AA23A085854F287DC7 2017 2018-06-14 16:35:46Z THOMAS COLLINS 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 56500996 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, AS WELL AS AN ARBORETUM. 14 14 242 177 635418 -474037 11316372 16070197 4855757 4336247 2158697 2335194 598495 285358 18929321 23026996 0 0 0 0 8989682 9569262 263573 250554 2899818 14565074 14538588 23818329 24358404 -4889008 -1331408 195984708 202910631 1927692 2585742 194057016 200324889 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, AS WELL AS AN ARBORETUM. 0 0 7619618 3256552 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. 7320776 217644 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. 3050039 230429 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. 17990433 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 1 152 0 242 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DC FL IL MA MD NJ NY PA VA DE X 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 DR KHALIL GIBRAN MUHAMMAD TRUSTEE 1.00 X 0 0 0 DR NEIL L RUDENSTINE TRUSTEE 1.00 X 0 0 0 GREGORY CHARLES MILLER TRUSTEE (THRU 4/1/17) 1.00 X 0 0 0 JOHN ALCHIN TRUSTEE (AS OF 12/6/17) 1.00 X 0 0 0 JOHN J AGLIALORO TRUSTEE 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 THOMAS K WHITFORD TRUSTEE (THRU 12/6/17) 1.00 X 0 0 0 TORY BURCH TRUSTEE 1.00 X 0 0 0 PAMELA D BUNDY TRUSTEE 1.00 X 0 0 0 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 40.00 X 376779 0 18033 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 40.00 X 252582 0 24474 SARA GEELAN GENERAL COUNSEL 40.00 X 211582 0 17824 NINA DIEFENBACH DEPUTY DIRECTOR OF ADVANCEMENT 40.00 X 308419 0 9187 VINCENT D'ANTONIO SENIOR DIRECTOR OF OPERATIONS 40.00 X 183866 0 5713 SHELLEY BERNSTEIN DEP DIRECTOR FOR DIGITAL INITIATIVES 40.00 X 161910 0 17148 MARTHA LUCY DEP DIR FOR EDUCATION,PUBLIC PROGRAMS 40.00 X 132241 0 2819 STEVEN BRADY DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 130584 0 16427 WILLIAM CARY DIRECTOR OF ANNUAL GIVING 40.00 X 116999 0 3654 BARBARA BUCKLEY SENIOR DIRECTOR OF CONSERVATION 40.00 X 103394 0 19725 REGINA MURPHY SENIOR DIRECTOR OF DEVELOP. SERVICES 40.00 X 101523 0 6670 2079879 0 141674 11 0 1 0 LF DRISCOLL CO 401 CITY AVE SUITE 500 BALA CNYWYD PA 19004 CONSTRUCTION 4013557 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 1259569 STARR EVENTS 667 N BROAD ST PHILADELPHIA PA 19123 CATERING/FOOD SERVICES 485669 ELLIOT-LEWIS CORPORATION 2900 BLACK LAKE PLACE PHILADELPHIA PA 19154 FACILITIES MANAGMENT 425197 HARMELIN MEDIA 525 RIGHTERS FERRY RD BALA CNYWYD PA 19004 ADVERTISING MANAGEMENT 406686 19 1006312 72873 14991012 67500 16070197 ADMISSIONS 900099 3256552 3256552 SPECIAL EVENTS 900099 819460 489276 330184 EDUCATION 611600 230429 230429 PUBLICATIONS 900004 29806 29806 4336247 1144818 1144818 33337264 32146888 1190376 1190376 1190376 28708 1006312 360015 -331307 -331307 1368563 967097 401466 146142 255324 MISCELLANEOUS INCOME 900099 187838 187838 LICENSING & MERCHANDISING 900099 27361 27361 215199 23026996 3704625 635418 2616756 X 2221556 680405 941464 599687 5869852 4202474 624558 1042820 119694 85879 11120 22695 766756 572777 64728 129251 591404 392467 86648 112289 423089 8696 412791 1602 112943 112943 250554 250554 278995 278995 3405356 2983342 371037 50977 524092 524092 519150 311751 46907 160492 267845 203602 26768 37475 2245310 2044541 190565 10204 284962 217869 30783 36310 54877 41286 7141 6450 4789387 4573821 191614 23952 486543 466806 18374 1363 MISCELLANEOUS 829590 432439 51717 345434 CREDIT CARD FEES 316449 248186 68263 24358404 17990433 3468153 2899818 6433576 2144659 2771774 5296666 29674 51398 1260682 1110042 550201 804934 147231972 38474736 108253352 108757236 70312486 78385783 6372963 6359913 195984708 202910631 1364276 2174918 563416 410824 1927692 2585742 X 113990952 114441158 17005986 17715764 63060078 68167967 194057016 200324889 195984708 202910631 X -1331408 7605452 -6171 X 0 1 X 1 0 X X X X X X EDUCATION 0 61884200 1005000 8313988 3165737 69130963 62264076 12864 2784075 3176815 61884200 57589383 10169556 -2306429 3188434 62264076 51367619 6335075 2340686 2453997 57589383 36075517 12868666 4109378 1685942 51367619 0.00380 0.93150 0.06470 1 0 176389 176389 139130115 32734680 106395435 1083860 639303 444557 6841608 5100753 1740855 108757236 X 32954219 7605452 1273654 688102 9567208 23387011 -360015 -360015 23026996 26686346 1273654 1333283 2606937 24079409 278995 278995 24358404 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. 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, 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). X X X X X X 1 DANILLER COMPANY 3724 JEFFERSON ST 302 AUSTIN TX 78731 CONSULTANT FOR FUNDRAISING ACTIVITIES 0 1367388 250554 1116834 1367388 250554 1116834 CA CT DC FL IL MA MD NJ NY PA VA CORPORATE FUNDRAISER 1035020 1006312 28708 142730 217285 1035020 1006312 28708 142730 217285 360015 -331307 1 X X 0 0 0 0 0 0 0 0 1 1 THOMAS COLLINS EXECUTIVE DIRECTOR & PRESIDENT 351779 0 25000 0 0 0 6874 0 11159 0 394812 0 0 0 MARGARET B ZMINDA EXECUTIVE VP, CFO AND COO 252582 0 0 0 0 0 7915 0 16559 0 277056 0 0 0 SARA GEELAN GENERAL COUNSEL 211582 0 0 0 0 0 6596 0 11228 0 229406 0 0 0 NINA DIEFENBACH DEPUTY DIRECTOR OF ADVANCEMENT 308419 0 0 0 0 0 7876 0 1311 0 317606 0 0 0 VINCENT D'ANTONIO SENIOR DIRECTOR OF OPERATIONS 183866 0 0 0 0 0 5396 0 317 0 189579 0 0 0 SHELLEY BERNSTEIN DEP DIRECTOR FOR DIGITAL INITIATIVES 161910 0 0 0 0 0 4765 0 12383 0 179058 0 0 0 X AIRFARE 1 50000 X FOOD 1 17500 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 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.