2016-05-11T14:01:57-05:00 2015-09-30 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2014-10-01 751077979 AMON CARTER MUSEUM OF WESTERN ART DBA AMON CARTER MUSEUM OF AMERICAN ART AMON 8177381933 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 SCOTT WILCOX CHIEF FINANCIAL OFFICER 8177381933 2016-05-06 1 STEVE HEAD P00291429 8173321328 2014 2016-08-17 19:52:53Z SCOTT WILCOX 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 15593687 0 X WWW.CARTERMUSEUM.ORG X 1961 TX THE AMON CARTER MUSEUM OF WESTERN ART WAS ESTABLISHED THROUGH THE GENEROSITY OF AMON G. CARTER, SR. (1879-1955) TO HOUSE HIS COLLECTION OF MORE THAN 400 PAINTINGS AND SCULPTURES BY FREDERIC REMINGTON AND CHARLES M. RUSSELL; TO COLLECT, PRESERVE, AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART; AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS, AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. 14 12 144 58 562 0 10181961 13527790 210695 395804 717879 579967 181706 634245 11292241 15137806 0 0 0 0 7308598 7276186 0 0 1215532 5136063 4782344 12444661 12058530 -1152420 3079276 42268710 44142235 1223356 1392054 41045354 42750181 X THE AMON CARTER MUSEUM OF WESTERN ART WAS ESTABLISHED THROUGH THE GENEROSITY OF AMON G. CARTER SR. (1879-1955) TO HOUSE HIS COLLECTION OF MORE THAN 400 PAINTINGS AND SCULPTURES BY FREDERIC REMINGTON AND CHARLES M. RUSSELL; TO COLLECT, PRESERVE, AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART; AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS, AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. 0 0 2726053 261177 EXHIBITIONIN ITS 54-YEAR-HISTORY, THE AMON CARTER MUSEUM HAS PRESENTED OVER 700 EXHIBITIONS DEVOTED TO AMERICAN ART. EXHIBITIONS, ESPECIALLY THOSE THAT ARE DISPLAYED IN THE MUSEUM'S SPECIAL EXHIBITION GALLERIES, ARE COSTLY TO PRODUCE. HOWEVER, THEY ACHIEVE THE MUSEUM'S OBJECTIVES OF NOT ONLY BRINGING REPEAT AUDIENCES TO THE MUSEUM BUT ALSO OFFERING UNIQUE PROGRAMMING AND MARKETING OPPORTUNITIES TO ATTRACT NEW AUDIENCES AND POSITIVELY IMPACT NEW SEGMENTS OF THE COMMUNITY. EXHIBITIONS MAKE AVAILABLE TO DIVERSE AUDIENCES OF ALL AGES SOME OF THE FINEST WORKS OF AMERICAN ART EVER CREATED AND PROVIDE MEANINGFUL CONTEXT FOR THEM. THEY SHED LIGHT ON THE IMPORTANCE AND RELEVANCE OF THE AMON CARTER'S COLLECTION OF AMERICAN ART AND PROMOTE ITS AVAILABILITY AS A FREE RESOURCE FOR ENTERTAINMENT AND LEARNING. THROUGH ONSITE TOURS, PUBLIC PROGRAMS FOR ADULTS AND FAMILIES, AND LIVE, TWO-WAY VIDEOCONFERENCES, SPECIAL EXHIBITIONS CONNECT THOUSANDS OF INDIVIDUALS FROM THIS COMMUNITY, AROUND THE STATE, AND AROUND THE COUNTRY TO INSPIRING, IMPORTANT ARTWORKS THAT THEY MAY NOT OTHERWISE HAVE THE OPPORTUNITY TO SEE.DURING FY 2015, THE AMON CARTER PRESENTED FOUR SPECIAL EXHIBITIONS AND FIVE EXHIBITIONS FROM ITS PERMANENT COLLECTION. DOZENS OF FREE EDUCATION PROGRAMS RELATED TO THESE EXHIBITIONS WERE OFFERED. ADMISSION TO THE AMON CARTER IS FREE, EVEN FOR SPECIAL EXHIBITIONS.EXHIBITIONS HIGHLIGHTS:NAVIGATING THE WEST: GEORGE CALEB BINGHAM AND THE RIVER OCTOBER 2, 2014-JANUARY 18, 2015INDIGENOUS BEAUTY: MASTERWORKS OF AMERICAN INDIAN ART FROM THE DIKER COLLECTION JULY 7-SEPTEMBER 13, 2015MEET ME AT THE TRINITY: PHOTOGRAPHY BY TERRY EVANS AUGUST 30, 2014-JANUARY 25, 2015SAMUEL F. B. MORSE'S "GALLERY OF THE LOUVRE AND THE ART OF INVENTION MAY 23-AUGUST 23, 2015 2174996 5071 COLLECTIONTHE AMON CARTER MUSEUM OPENED IN 1961 IN A BUILDING DESIGNED BY ARCHITECT PHILIP JOHNSON AND HAS ALWAYS BEEN OPEN FREE TO THE PUBLIC. OVER THE LAST 54 YEARS, IT HAS EXPANDED ITS COLLECTION TO INCLUDE NEARLY 8,000 PAINTINGS, SCULPTURE, DRAWINGS, PRINTS, AND WATERCOLORS AND ALMOST 45,000 EXHIBITION QUALITY PHOTOGRAPHIC PRINTS. THE AMON CARTER IS NOW ONE OF THE WORLD'S PREEMINENT MUSEUMS DEVOTED EXCLUSIVELY TO THE STUDY OF AMERICAN ART WITH PREMIER MASTERWORKS BY GREAT AMERICAN ARTISTS OF THE NINETEENTH AND TWENTIETH CENTURIES. THROUGH A SERIES OF ACQUISITIONS, SCHOLARLY CATALOGUES, SPECIAL EXHIBITIONS, AND PUBLIC PROGRAMS, THE AMON CARTER EARLY ON ESTABLISHED ITS REPUTATION AS A NATIONAL LEADER IN COLLECTING AND ADVANCING AMERICAN ART SCHOLARSHIP.IN ADDITION TO ITS SPECIAL EXHIBITIONS, THE MUSEUM PRESENTED SEVERAL EXHIBITIONS FROM THE PERMANENT COLLECTION BETWEEN OCTOBER 2014 AND SEPTEMBER 2015, INCLUDING: AUDUBON'S BEASTS, LOAN STAR PORTRAITS, AMERICAN STILL LIFE, AND LIKE FATHER LIKE SON: EDWARD AND BRETT WESTON. THESE INSTALLATIONS ALLOW THE AMON CARTER TO FULFILL ITS MISSION BY OFFERING VISITORS INSIGHT INTO THE AMERICAN EXPERIENCE THROUGH GREAT WORKS OF ART. THE AMON CARTER IS IN THE MIDST OF A MAJOR INITIATIVE TO DIGITIZE ITS COLLECTIONS WITH THE GOAL OF A FULLY DIGITIZED, CATALOGED, SEARCHABLE, AND ACCESSIBLE ONLINE COLLECTION DATABASE AND INTERNET SITE TO MAKE THE COLLECTIONS AVAILABLE TO ITS EXPANDING AUDIENCES AND TO PROMOTE THE EXPLORATION, SCHOLARSHIP, AND UNDERSTANDING OF AMERICAN ART AND ART HISTORY. AS OF THE CLOSE OF FY 2015, THE ONLINE COLLECTION DATABASE PROVIDED ACCESS TO 59,000 ARTWORKS AND SEVERAL NEW INTERPRETIVE COLLECTION GUIDES THROUGH A NEW INTERFACE FUNDED BY A GRANT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES. THE AMON CARTER CONTRIBUTED 3,300 RECORDS AND IMAGES FOR INCLUSION IN THE ARTSTOR DIGITAL LIBRARY AND JOINED THE AMERICAN ART COLLABORATIVE LINKED OPEN DATA WORKING GROUP IN FY 2015; THE AMON CARTER ARTWORKS CONTRIBUTED TO THE GOOGLE ART PROJECT LAST YEAR ARE VIEWED AN AVERAGE OF 540 TIMES EACH DAY AND CONTINUE TO REACH NEW, INTERNATIONAL AUDIENCES. THE AMON CARTER ADDED OVER 500 WORKS TO ITS COLLECTION IN FY 2015, INCLUDING PHOTOGRAPHS BY ALFRED STIEGLITZ, WILLIAM EGGLESTON, ALEX PRAGER, RICHARD HAAS, ANDY WARHOL AND DAVE HEATH; A PRINT BY JAMES ABBOTT MCNEILL WHISTLER; AND PAINTINGS BY EDWARD KUNTZE AND RAPHAELLE PEALE. 1508030 129556 EDUCATIONTHE AMON CARTER HAS DEVELOPED A BROAD RANGE OF AWARD-WINNING EDUCATIONAL PROGRAMMING FOR PEOPLE OF ALL ABILITIES, AGES, AND BACKGROUNDS AND CONTINUES TO CREATE NEW ARTS LEARNING PROGRAMS, WHILE IMPROVING AND EXTENDING THE REACH OF EXISTING ONES. SOME EXAMPLES OF SUCCESSFUL ARTS LEARNING PROGRAMS INCLUDE: SCHOOL TOURS PROGRAM. TOURS FOR STUDENTS ARE LED BY A TEAM OF PROFESSIONAL GALLERY TEACHERS WHO DESIGN THEM TO CORRELATE TO CURRICULAR STANDARDS AND INCORPORATE INQUIRY-BASED STRATEGIES THAT ENGAGE STUDENTS IN DISCUSSIONS ABOUT WORKS OF ART. THE TOURS ARE MULTIDISCIPLINARY IN APPROACH, BRINGING TOGETHER TOPICS FROM SOCIAL STUDIES, LANGUAGE ARTS, VISUAL ART, AND SCIENCE, AMONG OTHERS - ALL OF WHICH SUPPORT THE TEXAS ESSENTIAL KNOWLEDGE AND SKILLS (TEKS) LEARNING OBJECTIVES, AS WELL AS NATIONAL EDUCATION STANDARDS. IN FY 2015, 21,707 STUDENTS WERE SERVED DURING 375 TOURS.PROFESSIONAL DEVELOPMENT PROGRAMS FOR EDUCATORS. OFFERED THROUGHOUT THE YEAR, THESE PROGRAMS PROVIDE IN-DEPTH LOOKS AT THE MUSEUM'S PERMANENT COLLECTION AND SPECIAL EXHIBITIONS THROUGH DISCUSSIONS LED BY MUSEUM EDUCATORS AND ACTIVITIES THAT REFINE PARTICIPANTS' OBSERVATION AND CRITICAL-THINKING SKILLS. PARTICIPATING EDUCATORS RECEIVE A CD WITH RELATED DIGITAL IMAGES AND CLASSROOM ACTIVITIES TIED TO STATE AND NATIONAL TEACHING STANDARDS FOR CLASSROOM USE. THE AMON CARTER IS CERTIFIED BY THE TEXAS STATE BOARD OF EDUCATION CERTIFICATION TO PROVIDE TEACHERS WITH CONTINUING PROFESSIONAL EDUCATION CREDIT HOURS FOR THEIR PARTICIPATION. IN FY 2015, 1,334 EDUCATORS WERE SERVED DURING 43 PROFESSIONAL DEVELOPMENT PROGRAMS HELD BOTH AT THE MUSEUM AND OFFSITE. THE TEACHING RESOURCE CENTER (TRC) IS A WELL-STOCKED LENDING LIBRARY OF FREE RESOURCES ON AMERICAN ART, HISTORY, AND ART-MAKING TECHNIQUES IN A WIDE RANGE OF FORMATS, INCLUDING TEACHING GUIDES, VIDEOS AND DVDS, BOOKS FOR ADULTS AND CHILDREN, AND ARTWORK REPRODUCTIONS. THE AMON CARTER IS ONE OF THREE TEXAS ART MUSEUMS THAT HAS A TEACHING RESOURCE CENTER AND ONE OF TWO TEXAS MUSEUMS THAT IS A REPOSITORY FOR TEACHING RESOURCES FROM THE NATIONAL GALLERY OF ART. DIGITAL IMAGES FROM THE AMON CARTER'S PERMANENT COLLECTION ARE ALSO PROVIDED TO EDUCATORS FOR CLASSROOM USE THROUGH THE TRC. IN FY 2015, 8,725 PEOPLE USED ITEMS FROM THE COLLECTION, AND 55,872 DIGITAL RESOURCES OF THE COLLECTION WERE SHARED.DISTANCE LEARNING PROGRAM. THIS INNOVATIVE INITIATIVE BRINGS WORKS FROM THE AMON CARTER'S COLLECTION INTO CLASSROOMS AND SENIOR RESIDENTIAL LIVING FACILITIES ACROSS THE COUNTRY AND INTERNATIONALLY. THE LIVE, INTERACTIVE BROADCASTS ENGAGE STUDENTS, EDUCATORS, AND SENIORS WITH MUSEUM STAFF IN DISCUSSIONS AND ACTIVITIES EXPLORING ART, HISTORY, CULTURE, LANGUAGE ARTS, AND SCIENCE. PROGRAMS MAY BE BROADCAST FROM A STUDIO IN THE EDUCATION DEPARTMENT'S OFFICES OR DIRECTLY FROM THE MUSEUM'S GALLERIES USING A MOBILE UNIT. IN FY 2015, 6,356 INDIVIDUALS PARTICIPATED IN 134 DISTANCE LEARNING PROGRAMS.PUBLIC PROGRAMS. THE AMON CARTER'S FREE PUBLIC PROGRAMS PROVIDE PEOPLE OF ALL AGES AND ABILITIES THE OPPORTUNITY TO DISCOVER MORE ABOUT AMERICAN ART. FOR ADULTS, HIGHLIGHTS INCLUDE GALLERY TALKS, INTERACTIVE TOURS, AND LECTURES, WHICH BRING RENOWNED ARTISTS, CURATORS, HISTORIANS, AND SCHOLARS TO THE MUSEUM, AND DOCENT-GUIDED TOURS AND ASK ABOUT ART CARTS, WHICH PROVIDE INTERACTIVE GALLERY EXPERIENCES. FAMILIES SPEND TIME TOGETHER EXPLORING ARTWORKS DURING PROGRAMS LIKE STORYTIME AND NEW PARENTS TOURS. IN FY 2015, 2,283 VISITORS PARTICIPATED IN 64 ADULT PUBLIC PROGRAMS; 6,729 VISITORS PARTICIPATED IN 534 DOCENT-GUIDED TOURS; 1,179 VISITORS PARTICIPATED IN 69 ASK ABOUT ART CART SESSIONS; 2,762 VISITORS ENJOYED 11 PUBLIC PROGRAMS FOR FAMILIES; AND 1,795 VISITORS PARTICIPATED IN 4 INTERGENERATIONAL PROGRAMS. NEW INITIATIVES FOR FY 2015: (1) SIGNIFICANT TIME WAS SPENT ON RESEARCHING, PLANNING, AND TRAINING FOR THE NEW PROGRAM SENSORY SATURDAYS, WHICH DEBUTED IN OCTOBER 2015. THIS MONTHLY PROGRAM IS DESIGNED FOR FAMILIES WITH CHILDREN WHO ARE FIVE TO TWELVE YEARS OLD AND ON THE AUTISM SPECTRUM. SENSORY SATURDAYS HELPS BROADEN THE SCOPE OF ACTIVITIES FOR THIS AUDIENCE BY MAKING THE MUSEUM A SAFE, WELCOMING, AND ENGAGING SPACE. THE AMON CARTER IS THE FIRST ART MUSEUM IN FORT WORTH TO OFFER A PROGRAM SPECIFICALLY CREATED FOR THIS GROWING AUDIENCE. (2) IN MAY 2015, A PILOT TOUR FOR PEOPLE WITH NO OR LOW VISION THAT USED NEW TACTILES OF PAINTINGS FROM THE MUSEUM'S COLLECTION WAS HELD WITH VISITORS FROM LIGHTHOUSE FOR THE BLIND. THIS LED TO THE DEVELOPMENT OF THE NEW PROGRAM, CLOSE ENCOUNTERS, WHICH ALSO DEBUTED IN OCTOBER 2015. INTERPRETATION. A VARIETY OF INTERPRETIVE TOOLS ARE DESIGNED FOR USE BY VISITORS OF ALL AGES AND ABILITIES TO EXPLORE AND UNDERSTAND THE AMON CARTER'S COLLECTIONS AND SPECIAL EXHIBITIONS. IN FY 2015, TOOLS WERE CREATED FOR THE FOLLOWING EXHIBITIONS: INDIGENOUS BEAUTY: MASTERWORKS OF AMERICAN INDIAN ART FROM THE DIKER COLLECTION; NAVIGATING THE WEST: GEORGE CALEB BINGHAM AND THE RIVER; SAMUEL F. B. MORSE'S GALLERY OF THE LOUVRE AND THE ART OF INVENTION; AND THE PERMANENT COLLECTION GALLERIES OF PAINTINGS AND SCULPTURE. DEBUTING IN FEBRUARY 2015, LARGE PRINT AND DYSLEXIC FONT LABEL BOOKLETS HAVE DIVERSIFIED THE AUDIENCES WHO ARE ABLE TO CONNECT TO ARTWORKS ON VIEW. 1429258 588266 PUBLICATIONSTHE AMON CARTER MUSEUM OF WESTERN ART ACTIVELY PUBLISHES BOOKS THAT SUPPORT ITS MISSION, COLLECTIONS, AND EXHIBITIONS. DURING THE MUSEUM'S FIFTY-FOUR YEARS OF OPERATION, THE PUBLICATIONS DEPARTMENT HAS PRODUCED MORE THAN 200 BOOKS. OVER THE COURSE OF THE YEAR, THE DEPARTMENT PRODUCES ABOUT 150 PRINTED PIECES (INCLUDING ADS, PRESS RELEASES, RACK CARDS, INVITATIONS, BROCHURES, SIGNAGE, ETC.); EDITS MORE THAN 800 LABELS; PROVIDES THE MUSEUM'S GRAPHIC DESIGN; MAINTAINS THE MUSEUM'S WEBSITE; PRODUCES TWO ISSUES OF THE MEMBERS' MAGAZINE, PROGRAM; AND COMPILES EACH YEAR'S ANNUAL REPORT.RESEARCH AND STUDYTHE AMON CARTER MUSEUM OF WESTERN ART'S CURATORIAL DEPARTMENT ORGANIZES A NUMBER OF EXHIBITIONS EACH YEAR HIGHLIGHTING EXEMPLARY WORKS OF AMERICAN ART FROM THE AMON CARTER'S OWN COLLECTION, AS WELL AS WORKS FROM FELLOW FINE ARTS INSTITUTIONS. IN ADDITION TO THEIR WORK ON THE ORGANIZATION OF EXHIBITIONS, THE CURATORIAL STAFF OF THE AMON CARTER MAKES SCHOLARLY CONTRIBUTIONS TO THE FIELD OF AMERICAN ART THROUGH LECTURES, SYMPOSIUMS, AND PUBLICATIONS. THE MUSEUM SERVES THE NEEDS OF BOTH IN-HOUSE AND VISITING RESEARCHERS THROUGH ITS RESEARCH LIBRARY, A NATIONALLY KNOWN CENTER FOR THE STUDY OF AMERICAN ART, PHOTOGRAPHY, AND HISTORY. THE FACILITY HOUSES ABOUT 140,000 ITEMS, INCLUDING OVER 50,000 VOLUMES AND OVER 60,000 PIECES OF MICROFORM; ARCHIVAL COLLECTIONS CONSTITUTING MUSEUM DOCUMENTS AND SEVERAL SPECIAL ARTISTS' ARCHIVES; SUBSCRIPTIONS TO MORE THAN 130 PERIODICALS; A LARGE COLLECTION OF RARE BOOKS WITH MANY KEY ILLUSTRATED TITLES RELATING TO THE AMERICAN LANDSCAPE, NATURAL HISTORY, AND INDIGENOUS PEOPLE; AND 14 MILLION PRIMARY SOURCE DOCUMENTS FOUND IN THE MICROFILM COPIES THE SMITHSONIAN INSTITUTION'S ARCHIVES OF AMERICAN ART. THE LIBRARY'S READING ROOM IS AVAILABLE TO VISITING SCHOLARS, STUDENTS, AND THE GENERAL PUBLIC.THROUGHOUT THE YEAR, THE FOLLOWING USAGE METRICS WERE GENERATED:THE LIBRARY HOSTED 2,300 VISITORS IN THE READING ROOM, AND RESEARCHERS LOGGED 107.75 HOURS OF ARCHIVES USE; STAFF SERVED RESEARCHERS REPRESENTING 47 EDUCATIONAL INSTITUTIONS.LIBRARY AND ARCHIVES STAFF ANSWERED 1,511 QUESTIONS FROM THE PUBLIC AND STAFF.LIBRARY AND ARCHIVES STAFF, WORKING WITH THE EDUCATION DEPARTMENT, HOSTED OVER 700 4TH TO 8TH GRADERS FROM PALO PINTO COUNTY SCHOOLS, INTRODUCING THEM TO THE MUSEUM LIBRARY AND COLLECTIONS.THE LIBRARY LENT 206 ITEMS TO 80 OTHER LIBRARIES, AND WE BORROWED 64 ITEMS.2,452 ITEMS WERE USED FROM THE LIBRARY'S COLLECTION BY STAFF AND VISITING RESEARCHERS.12 WRITERS PARTICIPATED IN THE MUSEUM'S FIRST WIKIPEDIA EDIT-A-THON.5,000 DIGITAL IMAGES WERE CREATED THAT REPRESENT DOCUMENTS FROM THE ROMAN BRONZE WORKS FOUNDRY ARCHIVES. 1429258 588266 7838337 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 1 42 0 144 1 0 0 0 0 0 1 1 0 0 0 0 X 14 12 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X SCOTT WILCOX 8179895093 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 KAREN JOHNSON HIXON PRESIDENT 2.00 X X 0 0 0 ROBERT M BASS TRUSTEE 2.00 X 0 0 0 STEPHEN W BUTT TRUSTEE 2.00 X 0 0 0 MICHAEL CONFORTI TRUSTEE 2.00 X 0 0 0 WALKER C FRIEDMAN TRUSTEE 2.00 X 0 0 0 JOHN P HICKEY JR TRUSTEE 2.00 X 0 0 0 MARK L JOHNSON TRUSTEE 2.00 X 0 0 0 J LUTHER KING JR TRUSTEE 2.00 X 0 0 0 CARTER J MARTIN TRUSTEE 2.00 X 0 0 0 RICHARD W MONCRIEF TRUSTEE 2.00 X 0 0 0 STEPHEN P SMILEY TRUSTEE 2.00 X 0 0 0 BENJAMIN F STAPLETON III TRUSTEE 2.00 X 0 0 0 NENETTA CARTER TATUM TRUSTEE 2.00 X 0 0 0 ALICE L WALTON TRUSTEE 2.00 X 0 0 0 BRADFORD R BREUER TRUSTEE- EMERITUS 1.00 X 0 0 0 WILLIAM E TUCKER TRUSTEE- EMERITUS 1.00 X 0 0 0 EVAN H TURNER TRUSTEE- EMERITUS 1.00 X 0 0 0 ANDREW J WALKER DIRECTOR 35.00 X 259727 0 32342 RANDALL RAY CHIEF FINANCIAL OFFICER 35.00 X 165119 0 23004 LORI EKLUND SENIOR DEPUTY DIRECTOR 35.00 X 193825 0 36838 PAMELA GRAHAM SECRETARY TO THE BOARD OF 35.00 X 5056 0 468 MARGARET CONRADS DEPUTY DIRECTOR, ART AND R 35.00 X 189119 0 29217 SCOTT WILLCOX CHIEF FINANCIAL OFFICER 35.00 X 0 0 0 812846 0 121869 4 0 1 0 HCBECK LTD 1807 ROSS AVENUE DALLAS TX 75201 CONSTRUCTION 1322874 ARUP TEXAS INC 12777 W JEFFERSON BLVD LOS ANGELES CA 90066 CONSULTING 292422 HUMPHREY & ASSOCIATES INC PO BOX 59247 DALLAS TX 75229 CONSTRUCTION 223540 KIMBELL ART MUSEUM 3333 CAMP BOWIE BLVD FORT WORTH TX 76107 CONSERVATION 170200 EVAPCO 62140 COLLECTION CENTER DRIVE CHICAGO IL 606930621 CONSTRUCTION 161287 9 699853 79259 12748678 22870 13527790 EXHIBITION FEES 900099 261177 261177 TUITION/REGISTRATION 900099 129556 129556 REPRODUCTION/PREPARATION FEES 900099 5071 5071 395804 277753 277753 10784 10784 -832 0 -832 -832 -832 658920 356706 302214 302214 302214 688003 99175 588828 588266 562 MISC INCOME 900099 19738 19738 INSURANCE REIMBURSEMENT 900099 10658 10658 HONORARIA 900099 5069 5069 35465 15137806 984070 562 625384 823192 412311 315407 95474 4871936 3730823 753127 387986 174258 106851 45181 22226 992068 495521 358036 138511 414732 221637 167823 25272 82289 81989 300 67386 67351 35 86845 86845 907920 465989 310581 131350 385543 237865 2471 145207 612383 323736 253680 34967 445126 362705 52767 29654 281780 113897 75258 92625 1449559 1078935 328095 42529 209533 147871 61662 PRINTING/REPRODUCTIONS 147216 102224 -864 45856 DUES AND SUBSCRIPTIONS 70418 30044 28522 11852 MISCELLANEOUS 32788 7928 14110 10750 TAXES AND LICENSES 3558 0 2620 938 12058530 7838337 3004661 1215532 2600 2600 3778496 4172338 314741 539519 170549 1074753 183355 206322 513108 746220 44527898 20804980 22505039 23722918 14800822 13677565 42268710 44142235 1021187 1071975 202169 320079 1223356 1392054 X 23705230 26338183 6249106 4932124 11091018 11479874 41045354 42750181 42268710 44142235 X 3079276 -1280375 -94074 X 0 1 X 1 0 X 12791548 12360692 11473114 10181961 13527790 60335105 12791548 12360692 11473114 10181961 13527790 60335105 43615066 16720039 198279 229769 245708 270109 287705 1231570 55322 20157 20774 13484 35465 145202 61711877 2720911 0.27090 0.24830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING REVENUE INSURANCE REIMBURSEMENTS HONORARIA MISCELLANEOUS SCHEDULE A, PART II, SECTION C, LINE 17A: THE AMON CARTER MUSEUM OF WESTERN ART (THE AMON CARTER) IS A MUSEUM ORGANIZED TO COLLECT, PRESERVE AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. THROUGH ITS DIVERSE PROGRAMS AND SERVICES, THE MUSEUM STRIVES TO POSITION ITSELF AS AN INFLUENTIAL CULTURAL FORCE IN THE FORT WORTH-DALLAS COMMUNITY AND REGION. THE AMON CARTER QUALIFIES AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST OF REG. SEC. 1.170A-9(E)(3) AS IT MEETS THE FOLLOWING REQUIREMENTS: TEN PERCENT OF SUPPORT TEST: THE AMON CARTER RECEIVED 27.09% OF ITS SUPPORT FROM THE GENERAL PUBLIC OR GOVERNMENT ENTITIES IN THE 2010-2014 LOOKBACK PERIOD. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT: ADMISSION TO ALL OF THE AMON CARTER'S GALLERIES, SPECIAL EXHIBITIONS AND PUBLIC PROGRAMS IS FREE. THE MUSEUM'S DEVELOPMENT STAFF ACTIVELY CONDUCTS RESEARCH ON AND SEEKS DONATIONS FROM FOUNDATIONS, TRUSTS, CORPORATIONS, INDIVIDUALS, AND GOVERNMENT AGENCIES FOR THE VARIOUS MUSEUM ACTIVITIES. THE MUSEUM'S INDIVIDUAL MEMBERSHIP (1,270 MEMBERS) AND CORPORATE MEMBERSHIP (17 MEMBERS) PROGRAMS GENERATE REVENUE FROM THEIR ANNUAL DUES. AN ANNUAL FUND CAMPAIGN IS ALSO CONDUCTED EACH YEAR. MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR STAFF ARE ACTIVELY INVOLVED IN THE ON-GOING FUND RAISING EFFORT. ADDITIONALLY, THE MUSEUM HAS AN EXTENSIVE WEB SITE THAT PROMOTES ITS PAST, PRESENT AND FUTURE PROGRAMS. THE WEB SITE ALSO PROMINENTLY FEATURES THE MUSEUM'S COLLECTION, ITS SPECIAL EXHIBITIONS, AND ITS MUSEUM STORE MERCHANDISE. IN FY 2015 THE WEB SITE RECEIVED 190,730 TOTAL VISITS. SOURCES OF SUPPORT FACTOR: DESPITE THE FACT THAT THE MUSEUM RECEIVES LESS THAN ONE THIRD OF ITS SUPPORT FROM SOURCES THAT ARE CONSIDERED PUBLIC OR GOVERNMENTAL, SUPPORT COMES FROM CASH DONATIONS, DONATED GOODS/SERVICES AND GIFTS OF ART FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS, BOTH FOR-PROFIT AND TAX EXEMPT. IN FY 2015, 1,635 CONTRIBUTORS SUPPORTED THE MUSEUM AT VARIOUS GIVING LEVELS. DURING THE 2015 FISCAL YEAR, THE MUSEUM HAD 87,229 VISITORS COME THROUGH THE FACILITY. REPRESENTATIVE GOVERNING BODY FACTOR: THE BOARD OF TRUSTEES IS A BLEND OF CARTER FAMILY MEMBERS AND INDEPENDENT TRUSTEES FROM THE OUTSIDE, CONSISTING OF A MUSEUM DIRECTOR EMERITUS, BANKERS, LAWYERS, PHILANTHROPISTS, AND CORPORATE/COMMUNITY LEADERS. NEW MEMBERS ARE OCCASIONALLY ADDED; HOWEVER, THE BOARD DOES NOT EXPERIENCE HIGH TURNOVER. MEMBERS OF THE BOARD ARE NOMINATED BY THE NOMINATING COMMITTEE AND ELECTED TO THREE YEAR TERMS. THE BOARD CONSISTS OF NINE TO FIFTEEN MEMBERS, AS DECIDED BY THE BOARD. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR: THE MUSEUM IS OPEN TO THE PUBLIC SIX DAYS A WEEK. ADMISSION IS FREE. THE MUSEUM ALSO HOUSES A LIBRARY THAT IS OPEN TO THE PUBLIC, STUDENTS AND SCHOLARS FOR RESEARCH INTO AMERICAN ART. THE MUSEUM IS A REPOSITORY OF THE SMITHSONIAN ARCHIVES OF AMERICAN ART, ONE OF ONLY FIVE SUCH SITES IN THE COUNTRY. IT PROVIDES EDUCATIONAL PROGRAMS DESIGNED FOR ADULTS, FAMILIES, TEACHERS, AND STUDENTS (INCLUDING HOME-SCHOOLED STUDENTS AND THEIR PARENTS) AND RESOURCES FOR INCORPORATING AMERICAN ART IN THE CLASSROOM. IN FISCAL 2015, THE TEACHING RESOURCE CENTER SERVED 8,725 PEOPLE; IN ADDITION, 55,872 DIGITAL IMAGES WERE SHARED WITH EDUCATORS ACROSS THE COUNTRY. 21,707 STUDENTS PARTICIPATED IN THE 375 SCHOOL TOURS THROUGHOUT THE YEAR. 134 DISTANCE LEARNING PROGRAMS WERE BROADCAST TO 6,356 STUDENTS AND TEACHERS ACROSS THE COUNTRY AND INTERNATIONALLY. THE MUSEUM HOSTED PUBLIC PROGRAMS IN CONJUNCTION WITH ITS PERMANENT COLLECTION AND SPECIAL EXHIBITIONS, INCLUDING 64 ADULT PROGRAMS, 4 INTERGENERATIONAL PROGRAMS AND 11 YOUTH AND FAMILY PROGRAMS, WHICH TOGETHER SERVED 6,840 PEOPLE. ADDITIONALLY, 6,729 ADULTS PARTICIPATED IN 534 TOURS, AND 1,179 VISITORS WERE REACHED DURING 69 IN-GALLERY ART CART SESSIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 14800822 1000 -789208 335049 13677565 14399914 1739701 1338793 14800822 12652276 841 2004170 257373 14399914 9360669 1404159 2106754 219306 12652276 9107991 50000 373064 170386 9360669 0.84000 0.16000 0 0 102000 102000 36669125 17410987 19258138 1591570 463246 1128324 3759853 2930747 829106 2405350 2405350 23722918 FUNDS HELD FOR OTHERS 39346 EXHIBIT COMMITMENTS 280733 320079 14674752 -1280375 904166 -376209 15050961 86845 86845 15137806 12875851 904166 904166 11971685 86845 86845 12058530 PART III, LINE 1A: THE COLLECTION OF AMON G. CARTER, SR., WHICH GAVE RISE TO THE MUSEUM, IS NOW OWNED BY THE AMON G. CARTER FOUNDATION (THE "FOUNDATION"). THE FOUNDATION'S COLLECTION IS DISPLAYED AT THE MUSEUM AS A LONG-TERM LOAN. IN ADDITION TO THE FOUNDATION'S COLLECTION, THE MUSEUM HAS DEVELOPED ITS OWN ART AND LIBRARY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS. THE MUSEUM'S COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE MUSEUM'S STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS ART AND LIBRARY ACCESSIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES FROM THE MUSEUM'S COLLECTION ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND MUST BE USED TO ACQUIRE OTHER COLLECTION OBJECTS. THE MUSEUM'S COLLECTIONS ARE COMPRISED OF LITERARY AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: ACMAA HOUSES ONE OF THE NATION'S PREEMINENT COLLECTIONS OF AMERICAN ART, FROM WORKS BY THE EARLY NINETEENTH-CENTURY ARTIST-EXPLORERS THROUGH THOSE OF THE MID-TWENTIETH-CENTURY MODERNISTS AND UP TO THE WORK OF CONTEMPORARY PHOTOGRAPHERS. ACMAA ALSO HOUSES THE SINGLE MOST IMPORTANT COLLECTION OF WORKS BY FREDERIC REMINGTON AND CHARLES M. RUSSELL AND THE ARTIST ARCHIVES OF EIGHT AMERICAN PHOTOGRAPHERS. COMPRISED OF 300,000 WORKS OF ART, THESE COLLECTIONS ARE INTEGRAL TO THE MUSEUM'S MISSION TO PRESERVE, PROTECT, AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS, AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. PART V, LINE 4: THE AMON CARTER MUSEUM OF WESTERN ART'S ENDOWMENT CONSISTS OF SEVEN INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE INCLUDE ACQUISITIONS, EDUCATIONAL PROGRAMS AND A FELLOWSHIP AS WELL AS OTHER PURPOSES. 1 X X X X X 0 0 0 0 0 0 0 0 0 ANDREW J WALKER DIRECTOR 259727 0 0 0 0 0 12652 0 19690 0 292069 0 0 0 RANDALL RAY CHIEF FINANCIAL OFFICER 165119 0 0 0 0 0 8237 0 14767 0 188123 0 0 0 LORI EKLUND SENIOR DEPUTY DIRECTOR 193825 0 0 0 0 0 17148 0 19690 0 230663 0 0 0 MARGARET CONRADS DEPUTY DIRECTOR, ART AND R 189119 0 0 0 0 0 9527 0 19690 0 218336 0 0 0 MARK JOHNSON MEMBER OF THE BOARD OF TRUSTEES 69154 MARK JOHNSON IS A VICE PRESIDENT AT LUTHER KING CAPITAL MANAGEMENT, THE INVESTMENT COMPANY THAT MANAGES THE MUSEUM'S ENDOWMENTS. 0 LUTHER KING MEMBER OF THE BOARD OF TRUSTEES 69154 LUTHER KING IS PRESIDENT OF LUTHER KING CAPITAL MANAGEMENT, THE INVESTMENT COMPANY THAT MANAGES THE MUSEUM'S ENDOWMENTS. 0 X 145 X 2 20400 AVG VALUE:CONTRIB DATE X 2 1648 COST X LIBRARY CATALOGS 1 822 COST 0 1 0 PART I, LINE 33: AMON CARTER MUSEUM OF AMERICAN ART'S ART AND LIBRARY COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE MUSUEM'S STATEMENT OF FINANCIAL POSITION. PURCHASES OR CONTRIBUTIONS OF COLLECTION ITEMS ARE RECORDED AS ART AND LIBRARY ACCESSIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. FORM 990, PART VI, SECTION A, LINE 2 KAREN JOHNSON HIXON (PRESIDENT) AND MARK L. JOHNSON (TRUSTEE) - FAMILY RELATIONSHIP MARK JOHNSON (TRUSTEE) AND LUTHER KING (TRUSTEE) - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD; THE NOMINATING COMMITTEE PROVIDES A LIST OF CANDIATES TO SERVE ON THE BOARD FORM 990, PART VI, SECTION A, LINE 7B THE AMON G CARTER FOUNDATION APPROVES THE BUDGET FOR AMON CARTER MUSEUM OF WESTERN ART. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS SUBMITTED TO THE AUDIT AND FINANCE COMMITTEE FOR A DETAILED REVIEW. THE AUDIT AND FINANCE COMMITTEE THEN SUBMITS IT TO THE FULL BOARD OF TRUSTEES. AFTER ACCEPTANCE BY THE BOARD OF TRUSTEES, THE FORM 990 IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THROUGH REVIEW OF THE ANNUAL DISCLOSURE FORMS AND MAKING EMPLOYEES AWARE OF THE NEED TO DISCLOSE ANY CONFLICTS INVOLVING THE AMON CARTER MUSEUM AND ITS OFFICERS, TRUSTEES, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES DEPARTMENT WORKS WITH AN OUTSIDE CONSULTING FIRM TO REVIEW THE PAY RANGE OF THE DIRECTOR'S AND OTHER OFFICERS' JOB GRADES BASED ON THE PAY FOR SIMILAR POSITIONS IN COMPARABLE MUSEUMS AND OTHER SURVEY DATA. THIS INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH ALSO FUNCTIONS AS THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION, AS WELL AS ITS ANNUAL EVALUATION OF THE DIRECTOR'S AND OTHER OFFICERS' PERFORMANCE, TO DETERMINE THE APPROPRIATE RATE OF PAY FOR THE COMING YEAR. IT THEN COMMUNICATES THAT INFORMATION TO THE MUSEUM'S HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: COLLECTION ITEMS NOT CAPITALIZED, NET -94,074. SCHEDULE R, PART V, LINE 2(C)(1) VALUE OF GIFTS, GRANTS FROM ORGANIZATIONS: THE MUSEUM RECEIVED UNRESTRICTED CONTRIBUTIONS FROM THE AMON G CARTER FOUNDATION TOTALING $7,900,000 DURING FISCAL YEAR 2015. SCHEDULE R, PART V, LINE 2(C)(2) VALUE OF FACILITIES MADE AVAILABLE TO THE AMON CARTER MUSEUM: THE AMON G CARTER FOUNDATION OWNS THE ORIGINAL STRUCTURE, WHICH IS THE FRONT PART OF THE BUILDING, THAT HOUSES THE MUSEUM AND PROVIDES IT TO THE MUSEUM WITHOUT COST. THE AMOUNT REPORTED IS THE FAIR MARKET VALUE OF THE FOREGONE RENT. SCHEDULE R, PART V, LINE 2(C)(3) REIMBURSEMENTS PAID TO THE AMON CARTER MUSEUM: THE MUSEUM RECEIVED $2,339,681 IN REIMBURSED EXPENSES THAT THE AMON G CARTER FOUNDATION IS WILLING TO ABSORB ON THE MUSEUM'S BEHALF. IN FISCAL YEAR 2015, REIMBURSEMENTS COVERED SUCH EXPENSES AS BUILDING REPAIRS, ADVERTISING, EVENT AND EXHIBITION COSTS AND OTHER MUSEUM OPERATING EXPENSES. AMON G CARTER FOUNDATION PO BOX 1036 FORT WORTH TX 76101 756000331 SUPPORT LOCAL PROJECTS TX 501(C)(3) PF 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 AMON G CARTER FOUNDATION C 7900000 ACTUAL FUNDS RECEIVED IN FY 2015 AMON G CARTER FOUNDATION K 437172 FAIR MARKET VALUE AMON G CARTER FOUNDATION Q 2339681 ACTUAL FUNDS RECEIVED IN FY 2015