BARNES FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FOUNDATION (EIN 23-6000149)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201633069349301208
- Schema version
- 2015v2.1
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T12:28:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 751 ARBOR WAY SUITE 200 | 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 | 2015-01-01 | 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 | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2156418600 | PhoneNum |
| Preparation | 2016-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $91,195,064 | 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 | 217 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $294,557 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,718 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,761,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,266,700 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,567,010 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,987,125 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,948,510 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,467,499 | CYInvestmentIncomeAmt |
| PY Other Revenue | $919,000 | PYOtherRevenueAmt |
| CY Other Revenue | $664,568 | CYOtherRevenueAmt |
| PY Total Revenue | $18,196,208 | PYTotalRevenueAmt |
| CY Total Revenue | $28,385,892 | 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 | $7,982,621 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,344,019 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $227,780 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $228,397 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,303,482 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,028,871 | PYOtherExpensesAmt |
| CY Other Expenses | $14,109,350 | CYOtherExpensesAmt |
| PY Total Expenses | $23,239,272 | PYTotalExpensesAmt |
| CY Total Expenses | $22,681,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,043,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,704,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $202,948,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,487,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,495,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,761,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $200,453,888 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $197,726,361 | 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 | $7,226,093 | ExpenseAmt |
| Revenue | $268,107 | 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. THROUGH THE WORK OF THE CONSERVATION DEPARTMENT, TWO PREVIOUSLY UNKNOWN CEZANNE DRAWINGS WERE DISCOVERED ON THE REVERSE SIDE OF TWO WORKS BY THE ARTIST IN THE COLLECTION. THESE NEW DISCOVERIES WERE EXHIBITED TO THE GENERAL PUBLIC FROM APRIL 10 - MAY 18, 2015. THE EXHIBITION INCLUDED DIDACTIC MATERIAL ABOUT THE CONSERVATION OF ARTWORK.THE FOUNDATION PRESENTED 3 SPECIAL EXHIBITIONS IN 2015. BEGINNING ON NOVEMBER 8, 2014 THROUGH FEBRUARY 16, 2015, THE BARNES PRESENTED THE EXHIBITION WILLIAM J. GLACKENS: ARTIST AND FRIEND, THE FIRST MAJOR SHOW IN 50 YEARS OF THE ART OF WILLIAM GLACKENS, AN EARLY ADVISOR TO THE FOUNDATION'S FOUNDER, DR. ALBERT C. BARNES. THROUGH THE FULL RUN OF THE SHOW, APPROXIMATELY 45,200 GUESTS VISITED THIS EXHIBITION. THIS EXHIBITION WAS CURATED BY AVIS BERMAN, INDEPENDENT WRITER AND ART HISTORIAN AND INCLUDED WORKS FROM PRIVATE COLLECTIONS AND MUSEUMS FROM AROUND THE WORLD, AS WELL AS PERSON PHOTOGRAPHS AND OTHER ARCHIVAL MATERIALS. A DAY-LONG SYMPOSIUM ON THE ART OF WILLIAM GLACKENS WAS HELD IN CONNECTION WITH THIS EXHIBITION IN 2014, WHICH INCLUDED SCHOLARS FROM AROUND THE COUNTRY. FROM MAY 16 THROUGH AUGUST 3, 2015, THE FOUNDATION ORGANIZED AND PRESENTED A SPECIAL EXHIBITION CALLED: MARK DION, JUDY PFAFF, FRED WILSON - THE ORDER OF THINGS. THIS EXHIBITION WAS ORGANIZED BY DR. MARTHA LUCY, WHO SERVED AS A CONSULTING CURATOR TO THE FOUNDATION. THIS EXHIBITION INCLUDED WORKS COMMISSIONED BY THE THREE CONTEMPORARY ARTISTS IN RESPONSE TO THE FOUNDATION'S FOUNDER, HISTORY AND COLLECTIONS. A VARIETY OF PUBLIC PROGRAMS AND LECTURES ACCOMPANIED THIS EXHIBITION. THROUGH THE DURATION OF THE EXHIBITION, OVER 34,600 VISITORS VIEWED THIS EXHIBITION. FROM SEPTEMBER 19, 2015 THROUGH JANUARY 4, 2016, THE FOUNDATION PRESENTED STRENGTH AND SPLENDOR: WROUGHT IRON FROM THE MUSEE LE SEC DE TOURNELLES, ROUEN. THE WORKS IN THIS EXHIBITION WERE BORROWED FROM THE NAMED MUSEUM, LOCATED IN ROUEN, FRANCE. THIS MUSEUM WAS VISITED BY DR. BARNES DURING HIS LIFETIME AND INFLUENCED HIS COLLECTING PRACTICE, RESULTING IN THE METALWORK INSTALLED IN THE GALLERIES AMONG THE OTHER WORKS OF ART. THE FOUNDATION ALSO COMMISSIONED A WORK FROM THE ARTIST ELLEN HARVEY DURING THIS TIME PERIOD. THE EXHIBITION OF HER WORK: METAL PAINTING COINCIDED WITH THE SHOW DESCRIBED ABOVE. THE WORK INCLUDED INDIVIDUAL PAINTINGS OF PIECES OF METALWORK IN THE FOUNDATION'S COLLECTION. APPROXIMATELY 23,100 VISITORS VIEWED THIS EXHIBITION DURING THE RUN OF THE SHOW. 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. THE FOUNDATION HAS A ROBUST PUBLICATIONS PROGRAM, WHICH PUBLISHED CATALOGUES IN CONNECTION WITH THE ALL OF THE EXHIBITIONS PRESENTED IN 2015, INCLUDING AN ENGLISH AND FRENCH VERSION OF THE STRENGTH AND SPLENDOR CATALOGUE. IN ADDITION, THE FOUNDATION PUBLISHED TWO MAJOR PUBLICATIONS ON ITS COLLECTION IN 2015: AFRICAN ART IN THE BARNES FOUNDATION IN APRIL, 2014 AND MATISSE IN THE BARNES FOUNDATION IN DECEMBER 2015.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. THE FOUNDATION ALSO HAS AN ART LIBRARY IN ITS PHILADELPHIA FACILITY WHICH IS OPEN TO STUDENTS, FACULTY AND THE GENERAL PUBLIC.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 40 "STATE CHAMPION" TREES. IN 2015, 275 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.EXPENSES FOR COLLECTIONS CARE INCLUDES A PRO-RATA SHARE OF DEPRECIATION AND OTHER FACILITY COSTS ALL LOCATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,184,497 | ExpenseAmt |
| Revenue | $3,911,687 | RevenueAmt |
| Desc | THE FOUNDATION'S PERMANENT COLLECTION GALLERY IN PHILADELPHIA IS OPEN TO THE PUBLIC SIX DAYS PER WEEK, WITH 2015 VISITATION OF APPROXIMATELY 240,000 VISITORS. APPROXIMATELY 13% 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 2015 THE FOUNDATION HOSTED 167 SPECIAL EVENTS WITH A TOTAL OF APPROXIMATELY 15,000 GUESTS.THE FOUNDATION'S ARBORETUM IS OPEN TO THE PUBLIC ON SELECTED DAYS OF THE WEEK SEASONALLY. OVER 1,900 GUESTS VISITED THE ARBORETUM FROM MAY THROUGH OCTOBER OF 2015.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 | $2,798,053 | ExpenseAmt |
| Revenue | $251,254 | RevenueAmt |
| Desc | THE FOUNDATION SPONSORS SEPARATE THREE-YEAR 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 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 7,000 PHILADELPHIA SCHOOL CHILDREN IN 2015. IN ADDITION, DOCENT-LED TOURS ARE AVAILABLE FOR SCHOOL GROUPS IN GRADES KINDERGARTEN THROUGH UNDERGRADUATE LEVELS WHICH SERVED AN ADDITIONAL 3,200 STUDENTS IN 2015. THE FOUNDATION HAS ALSO DEVELOPED EDUCATIONAL FAMILY PROGRAMS. IN 2015, OVER 215 PROGRAMS WERE PRESENTED WHICH SERVED APPROXIMATELY 8,300 ATTENDEES. 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 | $17,208,643 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 217 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | 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 | 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 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TORY BURCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET B ZMINDA | |||||||
| EXECUTIVE VP, CFO AND COO | 40.00 | Yes (X) | $303,581 | $0 | $22,795 | ||
| SARA GEELAN | |||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $179,286 | $0 | $20,587 | ||
| THOMAS COLLINS | |||||||
| EXECUTIVE DIRECTOR & PRESIDENT | 40.00 | Yes (X) | $288,493 | $0 | $9,750 | ||
| DIANA D DUNCAN | |||||||
| SR VP, EXTERNAL AFFAIRS | 40.00 | $192,302 | $0 | $5,560 | Yes (X) | ||
| JAN ROTHSCHILD | |||||||
| SVP FOR COMMUNICATIONS | 40.00 | $233,452 | $0 | $22,501 | Yes (X) | ||
| STEVEN BRADY | |||||||
| DIRECTOR OF INFORMATION TE | 40.00 | $118,096 | $0 | $14,930 | Yes (X) | ||
| VINCENT D'ANTONIO | |||||||
| SNR DIR OF OPERATIONS & GR | 40.00 | $168,754 | $0 | $5,939 | Yes (X) | ||
| SHARA POLLIE | |||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $134,000 | $0 | $14,271 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,617,964 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALLIED BARTON SECURITY | |||||||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $1,263,642 | ||||
| ELLIOTT LEWIS | |||||||||
| 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19154 | FACILITIES MANAGEMENT | $443,093 | ||||
| TEAM CLEAN | |||||||||
| 4747 SOUTH BROAD STREET BUILDING 1 | PHILADELPHIA | PA | 19112 | JANITORIAL SERVICES | $411,210 | ||||
| ARAMARK | |||||||||
| 1101 MARKET STREET 22ND FLOOR | PHILADELPHIA | PA | 19107 | CATERING/FOOD SERVICES | $389,814 | ||||
| EXHIBITION ON SCREEN | |||||||||
| FILM PRODUCTION | $346,227 | 63 SHIP STREET | BRIGHTON, BN1 1AE | BRIGHTON | UK | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $48,775 | GovernmentGrantsAmt |
| All Other Contributions | $16,217,925 | AllOtherContributionsAmt |
| Total Contributions | $16,266,700 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSION | 900099 | $3,894,635 | $3,894,635 | |
| SPECIAL EVENTS | 900099 | $573,429 | $573,429 | |
| PUBLICATIONS | 900004 | $267,807 | $267,807 | |
| EDUCATION | 611600 | $251,254 | $251,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,987,125 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,260,923 | TotalRevenueColumnAmt |
| Exclusion | $1,260,923 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,948,855 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,742,279 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,206,576 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,206,576 | TotalRevenueColumnAmt |
| Exclusion | $5,206,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,691,976 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,066,893 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $625,083 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $294,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $330,526 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| LICENSING & MERCHANDISING | 900099 | $22,133 | $22,133 | |
| MISCELLANEOUS INCOME | 900099 | $17,352 | $17,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,485 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,385,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,431,048 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $294,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,393,587 | 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 | $1,280,481 | TotalAmt |
| Program Services | $261,817 | ProgramServicesAmt |
| Management And General | $844,782 | ManagementAndGeneralAmt |
| Fundraising | $173,882 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,716,961 | TotalAmt |
| Program Services | $4,234,579 | ProgramServicesAmt |
| Management And General | $457,394 | ManagementAndGeneralAmt |
| Fundraising | $1,024,988 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,262 | TotalAmt |
| Program Services | $75,952 | ProgramServicesAmt |
| Management And General | $9,228 | ManagementAndGeneralAmt |
| Fundraising | $24,082 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,984 | TotalAmt |
| Program Services | $486,592 | ProgramServicesAmt |
| Management And General | $83,794 | ManagementAndGeneralAmt |
| Fundraising | $106,598 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,331 | TotalAmt |
| Program Services | $386,989 | ProgramServicesAmt |
| Management And General | $77,319 | ManagementAndGeneralAmt |
| Fundraising | $96,023 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$250,388 | TotalAmt |
| Program Services | -$290,994 | ProgramServicesAmt |
| Management And General | $40,606 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,050 | TotalAmt |
| Management And General | $107,050 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,397 | TotalAmt |
| Fundraising | $228,397 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,242 | TotalAmt |
| Management And General | $383,242 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,515,899 | TotalAmt |
| Program Services | $3,104,713 | ProgramServicesAmt |
| Management And General | $366,026 | ManagementAndGeneralAmt |
| Fundraising | $45,160 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,624 | TotalAmt |
| Program Services | $444,624 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,331 | TotalAmt |
| Program Services | $251,395 | ProgramServicesAmt |
| Management And General | $44,421 | ManagementAndGeneralAmt |
| Fundraising | $126,515 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,018 | TotalAmt |
| Program Services | $147,115 | ProgramServicesAmt |
| Management And General | $19,126 | ManagementAndGeneralAmt |
| Fundraising | $26,777 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,038,123 | TotalAmt |
| Program Services | $1,637,840 | ProgramServicesAmt |
| Management And General | $392,202 | ManagementAndGeneralAmt |
| Fundraising | $8,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,152 | TotalAmt |
| Program Services | $138,590 | ProgramServicesAmt |
| Management And General | $15,216 | ManagementAndGeneralAmt |
| Fundraising | $13,346 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,168 | TotalAmt |
| Program Services | $21,975 | ProgramServicesAmt |
| Management And General | $4,279 | ManagementAndGeneralAmt |
| Fundraising | $4,914 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,366,742 | TotalAmt |
| Program Services | $5,127,135 | ProgramServicesAmt |
| Management And General | $212,984 | ManagementAndGeneralAmt |
| Fundraising | $26,623 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,604 | TotalAmt |
| Program Services | $423,338 | ProgramServicesAmt |
| Management And General | $9,125 | ManagementAndGeneralAmt |
| Fundraising | $1,141 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $961,886 | $550,160 | $70,377 | $341,349 |
| CREDIT CARD FEES | $294,899 | $206,823 | $32,470 | $55,606 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,681,766 | TotalAmt |
| Program Services | $17,208,643 | ProgramServicesAmt |
| Management And General | $3,169,641 | ManagementAndGeneralAmt |
| Fundraising | $2,303,482 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,497 | BOYAmt |
| EOY | $5,211 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,633,005 | BOYAmt |
| EOY | $9,800,243 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638,024 | BOYAmt |
| EOY | $2,181,263 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,480 | BOYAmt |
| EOY | $134,809 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,335 | BOYAmt |
| EOY | $1,299,559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,918 | BOYAmt |
| EOY | $1,277,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,374,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,647,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,907,823 | BOYAmt |
| EOY | $112,727,251 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,761,604 | BOYAmt |
| EOY | $65,647,342 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,584,227 | BOYAmt |
| EOY | $6,414,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,948,913 | BOYAmt |
| EOY | $199,487,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,025 | BOYAmt |
| EOY | $1,624,220 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $136,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,495,025 | BOYAmt |
| EOY | $1,761,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,980,252 | BOYAmt |
| EOY | $118,891,283 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,557,228 | BOYAmt |
| EOY | $15,749,114 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,916,408 | BOYAmt |
| EOY | $63,085,964 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,453,888 | BOYAmt |
| EOY | $197,726,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,948,913 | BOYAmt |
| EOY | $199,487,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,704,126 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,431,653 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,985,525 | BeginningYearBalanceAmt |
| Contributions | $10,629,469 | ContributionsAmt |
| Investment Earnings Or Losses | $2,682,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,222,308 | OtherExpendituresAmt |
| End Year Balance | $36,075,517 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,241,195 | BeginningYearBalanceAmt |
| Contributions | $16,555,338 | ContributionsAmt |
| Investment Earnings Or Losses | $40,742 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $851,750 | OtherExpendituresAmt |
| End Year Balance | $23,985,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $136,107,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,887,012 | DepreciationAmt |
| Book Value | $111,220,603 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $828,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,237 | DepreciationAmt |
| Book Value | $342,458 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,262,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,274,296 | DepreciationAmt |
| Book Value | $987,801 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,727,251 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,941,105 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,431,653 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,303,215 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,066,893 | OtherRevenueAmt |
| Revenue Not Reported | -$5,061,545 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,002,650 | RevenueSubtotalAmt |
| Other Revenues Not Included | $383,242 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $383,242 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,385,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,668,632 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,303,215 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,066,893 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,370,108 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,298,524 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $383,242 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $383,242 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,681,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION OWNS A COLLECTION OF PAINTINGS, SCULPTURES, ANTIQUES AND OTHER OBJECTS OF ART. 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. THE FOUNDATION HAS DETERMINED THAT IT IS NOT PRACTICAL TO ESTABLISH A FAIR VALUE OF THE FOUNDER'S ORIGINAL CONTRIBUTION, BECAUSE RECORDS OF THE FAIR VALUE AT THE DATE OF THE CONTRIBUTION ARE UNRELIABLE OR DO NOT EXIST. THE FOUNDATION HAS CAPITALIZED COLLECTION ITEMS CONTRIBUTED BY OTHERS AT THE FAIR MARKET VALUE ON THE DATE OF THE GIFT. |
| 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 PRICIPLES 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 PAID NET UNRELATED BUSINESS INCOME TAXES OF $13,958 IN 2015 AND $0 IN 2014. 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, 2015 OR 2014. 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 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,066,893. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE 383,242. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,066,893. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE 383,242. |
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 HAS BEEN PUBLICLY DISSEMINATED AND PUBLICIZED IN BARNES FOUNDATION MATERIALS, AS APPROPRIATE, TO ALL COMMUNITIES SERVED BY THE BARNES FOUNDATION. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES GRANTS FROM THE PHILADELPHIA CULTURAL FUND ($11,090), NATIONAL ENDOWMENT FOR THE ARTS ($40,000), INSTITUTE OF MUSEUM AND LIBRARY SCIENCES ($40,000) AND THE PENNSYLVANIA COUNCIL OF THE ARTS ($37,685). |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DANILLER COMPANY | ||||||||
| 3724 JEFFERSON ST 302 | AUSTIN | TX | 78731 | CONSULTANT FOR FUNDRAISING ACTIVITIES | 0 | $1,596,860 | $259,078 | $1,337,782 |
| SD&A TELESERVICES INC | ||||||||
| 5757 W CENTURY BLVD | LOS ANGELES | CA | 90045 | PROVIDES DATA BASE CONSULTING FOR TELEPHONE | 0 | $32,048 | $17,358 | $14,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,628,908 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $276,436 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,352,472 | TotalNetToOrganizationAmt |
| 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET B ZMINDA | ||||||||||||||
| EXECUTIVE VP, CFO AND COO | $238,581 | $0 | $65,000 | $0 | $0 | $0 | $7,500 | $0 | $15,295 | $0 | $326,376 | $0 | $0 | $0 |
| SARA GEELAN | ||||||||||||||
| GENERAL COUNSEL | $179,286 | $0 | $0 | $0 | $0 | $0 | $5,700 | $0 | $14,887 | $0 | $199,873 | $0 | $0 | $0 |
| THOMAS COLLINS | ||||||||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | $278,493 | $0 | $10,000 | $0 | $0 | $0 | $5,527 | $0 | $4,223 | $0 | $298,243 | $0 | $0 | $0 |
| DIANA D DUNCAN | ||||||||||||||
| SR VP, EXTERNAL AFFAIRS | $192,302 | $0 | $0 | $0 | $0 | $0 | $4,800 | $0 | $760 | $0 | $197,862 | $0 | $0 | $0 |
| JAN ROTHSCHILD | ||||||||||||||
| SVP FOR COMMUNICATIONS | $233,452 | $0 | $0 | $0 | $0 | $0 | $5,322 | $0 | $17,179 | $0 | $255,953 | $0 | $0 | $0 |
| VINCENT D'ANTONIO | ||||||||||||||
| SNR DIR OF OPERATIONS & GR | $168,754 | $0 | $0 | $0 | $0 | $0 | $4,950 | $0 | $989 | $0 | $174,693 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MARGARET ZMINDA WAS APPOINTED ACTING EXECUTIVE DIRECTOR EFFECTIVE JANUARY 1, 2014 AND SERVED IN SUCH CAPACITY UNTIL MARCH 2015. IN FEBRUARY 2015, AT A MEETING OF THE BOARD OF TRUSTEES, THE BOARD REVIEWED COMPARABILITY DATA AND APPROVED A SALARY INCREASE AND BONUS FOR MS. ZMINDA DETERMINED TO BE REASONABLE AND NOT AN EXCESS BENEFIT. THOMAS COLLINS WAS HIRED AS EXECUTIVE DIRECTOR AND PRESIDENT, EFFECTIVE MARCH 2015. HIS SALARY WAS DETERMINED IN AN INITIAL EMPLOYMENT CONTRACT, NEGOTIATED PRIOR TO HIS ASSUMING THIS ROLE. |
| PART I, LINES 4A-B | A SENIOR STAFF MEMBER WAS SEPARATED FROM SERVICE AS A RESULT OF A REORGANIZATION AND WAS PAID SEVERANCE PURSUANT TO A SEPARATION AGREEMENT. THE 2015 SEVERANCE AMOUNT WAS $43,269. |
| PART I, LINE 7 | MARGARET ZMINDA RECEIVED A NON-FIXED PAYMENT IN CONNECTION WITH HER SERVICE AS ACTING EXECUTIVE DIRECTOR, PURSUANT TO THE PROCESS DESCRIBED IN PART I, LINE 3 OF THIS SECTION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| (1) ARAMARK CORPORATION | |||
| A TRUSTEE OF THE BARNES FDTN SERVED AS CHAIRMAN OF ARAMARK UNTIL 2/3/2015 | $252,588 | THE BARNES FOUNDATION HAS RETAINED ARAMARK CORP FOR VARIOUS FOOD SERVICES. CONSISTENT WITH THE CONFLICT OF INTEREST POLICY ESTABLISHED BY THE BARNES FOUNDATION, THE INTERESTED PERSON WAS EXCLUDED FROM PARTICIPATION IN ANY AND ALL DISCUSSIONS REGARDING THE DECISION TO RETAIN ARAMARK CORP. THE SELECTION OF ARAMARK CORP AS A FOOD SERVICE PROVIDER WAS MADE PURSUANT TO A COMPETITIVE BIDDING PROCESS LED BY AN INDEPENDENT CONSULTANT, AND APPROVED BY THE BOARD OF TRUSTEES, WITH THE INTERESTED PERSON RECUSED FROM PARTICIPATION. PAYMENTS REFLECTED IN LINE 1 ABOVE CONSIST OF COMMISSIONS PAID TO THE BARNES FOUNDATION BY ARAMARK CORPORATION ON CATERING REVENUES. | 0 |
| (2) ARAMARK CORPORATION | |||
| A TRUSTEE OF THE BARNES FDTN SERVED AS CHAIRMAN OF ARAMARK UNTIL 2/3/2015 | $389,814 | TRANSACTIONS AND PROCESS AS ABOVE. PAYMENTS REFLECTED IN LINE 2 ABOVE CONSIST OF AMOUNTS PAID TO ARAMARK BY THE BARNES FOUNDATION FOR CATERING AND RESTAURANT SERVICES. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 265 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ARCHIVES | Desc |
| Contribution | 237 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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, LINE 30B: | FormAndLineReferenceDesc |
| Explanation | THE BARNES FOUNDATION HAS ELECTED UNDER FASB 116 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART AND OTHER COLLECTION ITEMS, SEE SCHEDULE D, PART III, LINE 1A FOR THE FOOTNOTE ON ITS FINANCIAL STATEMENTS TO THAT EFFECT. THE BARNES FOUNDATION RECEIVED 265 ITEMS OF ART, FURNITURE AND METALWORK THAT RELATE TO THE BARNES'S FOUNDATION'S COLLECTIONS, AS WELL AS 237 BOXES OF ARCHIVAL MATERIAL FROM THE VIOLETTE DE MAZIA FOUNDATION IN CONNECTION WITH AN AFFILIATION AGREEMENT BETWEEN THE FOUNDATIONS AND THE SUBSEQUENT DISSOLUTION OF THE VIOLETTE DE MAZIA FOUNDATION. AS AN EXEMPT ENTITY, THE VIOLETTE DE MAZIA FOUNDATION DID NOT SUBMIT A FORM 8283 TO THE BARNES FOUNDATION IN CONNECTION WITH THIS TRANSFER OF PROPERTY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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, 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 | FEES FOR SERVICES (OTHER-SECURITY): PROGRAM SERVICE EXPENSES 1,311,730. MANAGEMENT AND GENERAL EXPENSES 54,737. FUNDRAISING EXPENSES 6,842. TOTAL EXPENSES 1,373,309. FEES FOR SERVICES (OTHER): PROGRAM SERVICE EXPENSES 1,792,983. MANAGEMENT AND GENERAL EXPENSES 311,289. FUNDRAISING EXPENSES 38,318. TOTAL EXPENSES 2,142,590. |
| FORM 990, PART XII, LINE 2C: | THERE IS NO CHANGE TO THIS PROCESS FROM THE PRIOR YEAR. |
| FORM 990, PART IX, LINE 11B: | THIS AMOUNT ($290,994) REPRESENTS PAYMENT OF AN INSURANCE CLAIM IN RESPECT OF LEGAL FEES INCURRED RELATING TO A LAWSUIT REGARDING THE PETITION TO MOVE THE BARNES FOUNDATION'S COLLECTION FROM MERION, PA TO PHILADELPHIA, PA. |
| FORM 990, PART X, LINES 27 AND 28: | CERTAIN ITEMS FROM THE 2014 FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED TO CONFORM TO THE 2015 PRESENTATION. THE 2014 ENDING FUND BALANCES REFLECT A RECLASSIFICATION OF $3,229,359 WHICH HAD THE EFFECT OF INCREASING PARKWAY PROJECTS TEMPORARILY RESTRICTED NET ASSETS AND DECREASING UNRESTRICTED NET ASSETS. THIS CORRECTED THE EXCESS TRANSFER OF FUNDS FROM PARKWAY PROJECT TEMPORARILY RESTRICTED NET ASSETS IN PRIOR YEARS, WHICH INCLUDED THE NON-CASH DEPRECIATION EXPENSE. TOTAL NET ASSETS FOR YEAR END 2014 REFLECTED IN THE 2015 FINANCIAL STATEMENTS ARE UNCHANGED FROM THE TOTAL NET ASSETS AS SHOWN ON THE 2014 FINANCIAL STATEMENTS. |
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