2013-05-15T15:53:11-05:00 2012-06-30 861065772 DELOITTE TAX LLP 1111 BAGBY STREET SUITE 4500 HOUSTON TX 770024196 990 2011-07-01 741109655 THE MUSEUM OF FINE ARTS HOUSTON MUSE 7136397300 PO BOX 6826 HOUSTON TX 772656826 GARY TINTEROW 7136397300 2013-05-15 1 BROOKE KITCHEN P00849302 7139822000 2011 2016-02-25 16:41:14Z GARY TINTEROW PO BOX 6826 HOUSTON TX 772656826 136119351 0 X WWW.MFAH.ORG X 1924 TX THE MUSEUM OF FINE ARTS, HOUSTON (THE "MUSEUM") IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES, INCLUDING THE OPERATION AND MAINTENANCE OF ONE OR MORE MUSEUM FACILITIES AND, IN CONNECTION THEREWITH, THE OPERATION AND MAINTENANCE OF AN ARTS SCHOOL AND THE CONDUCT OF SUCH OTHER CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES AS ARE CUSTOMARILY CARRIED ON BY A MUSEUM AND WHICH ARE APPROVED BY THE BOARD OF TRUSTEES. 79 79 829 1026 0 -965402 75728363 25769012 7367413 6860407 44124646 43279633 3926369 465100 131146791 76374152 142754 131727 0 0 30517074 29954068 126000 42000 3356627 63396299 52954608 94182127 83082403 36964664 -6708251 1145125560 1118124615 22917067 15300783 1122208493 1102823832 X THE MUSEUM OF FINE ARTS, HOUSTON (THE "MUSEUM") IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES, INCLUDING THE OPERATION AND MAINTENANCE OF ONE OR MORE MUSEUM FACILITIES AND, IN CONNECTION THEREWITH, THE OPERATION AND MAINTENANCE OF AN ARTS SCHOOL AND THE CONDUCT OF SUCH OTHER CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ACTIVITIES AS ARE CUSTOMARILY CARRIED ON BY A MUSEUM AND WHICH ARE APPROVED BY THE BOARD OF TRUSTEES. 0 0 9299460 1593969 EDUCATION & PUBLIC PROGRAMS 53698024 131727 752066 ACCESSIONS, CURATORIAL & EXHIBIT EXPENSES 3646567 1765121 GLASSELL SCHOOL OF ART 1727838 2749251 MEMBERSHIP ACTIVITIES FORM 990, PART III, LINE 4 - DESCRIPTION OF PROGRAM SERVICES: ESTABLISHED IN 1900 AS A MODEST EDUCATION INITIATIVE TO BRING ART TO HOUSTON PUBLIC SCHOOLS, THE MUSEUM OF FINE ARTS, HOUSTON (MFAH) REMAINS STEADFAST IN ITS MISSION TO SERVE AS A PLACE FOR ALL PEOPLE THROUGH EXCELLENCE IN THE COLLECTION, EXHIBITION, PRESERVATION, CONSERVATION, AND INTERPRETATION OF ART. TO THAT END, MFAH PUBLIC PROGRAMMING ACTIVELY SEEKS TO CONNECT THE INSTITUTION WITH THE COMMUNITY THROUGH EXHIBITIONS AND ACTIVITIES HELD ACROSS HOUSTON. EACH YEAR, OVER TWO MILLION VISITORS ENGAGE WITH THE MUSEUM'S PERMANENT COLLECTION OF NEARLY 60,000 MASTERPIECES FROM AROUND THE WORLD, AND WITH THE ARTISTS AND OBJECTS FEATURED IN SPECIAL PRESENTATIONS AND PROGRAMS. THE MFAH IS THE LARGEST CULTURAL INSTITUTION SOUTH OF CHICAGO, WEST OF WASHINGTON, D.C., AND EAST OF LOS ANGELES, WITH A TOTAL OF 300,000 SQUARE FEET OF SPACE DEDICATED TO THE DISPLAY OF ART. THE MAJORITY OF THE MUSEUM'S EXHIBITIONS AND ACTIVITIES TAKE PLACE ON ITS MAIN CAMPUS, WHICH COMPRISES THE CAROLINE WIESS LAW BUILDING, THE AUDREY JONES BECK BUILDING, THE GLASSELL SCHOOL OF ART, THE GLASSELL JUNIOR SCHOOL, AND THE LILLIE AND HUGH ROY CULLEN SCULPTURE GARDEN. WITHIN THESE BUILDINGS, EXHIBITION GALLERIES AND AN EDUCATIONAL RESOURCE CENTER RESIDE ALONGSIDE THE OLDEST REPERTORY CINEMA IN HOUSTON AND ONE OF THE LARGEST ART LIBRARIES IN THE SOUTHWEST. THE ROSINE BUILDING ENCOMPASSES THE MFAH ARCHIVES - ONE OF THE COUNTRY'S FIRST PUBLIC ART MUSEUM RECORDS REPOSITORIES - AND A STATE-OF-THE-ART CONSERVATION AND STORAGE FACILITY. NEARBY ARE TWO REMARKABLE HOUSE MUSEUMS - BAYOU BEND, GIVEN TO THE MUSEUM BY TEXAS PHILANTHROPIST IMA HOGG, AND RIENZI, THE FORMER HOME OF ART PATRONS CARROLL AND HARRIS MASTERSON, III - PROVIDING EXQUISITE SETTINGS FOR VISITORS TO EXPERIENCE THE MUSEUM'S RENOWNED AMERICAN AND EUROPEAN DECORATIVE ARTS COLLECTIONS IN CONTEXT. OVER THE YEARS, THE MFAH HAS BEEN PRIVILEGED TO ACQUIRE OUTSTANDING WORKS OF ART REPRESENTING A WIDE VARIETY OF GEOGRAPHIC REGIONS AND HISTORIC PERIODS. PARTICULAR STRENGTHS LIE IN PRE-COLUMBIAN ART, RENAISSANCE AND BAROQUE PAINTING AND SCULPTURE, 19TH- AND 20TH-CENTURY ART, AFRICAN-AMERICAN ART, PHOTOGRAPHY, AND LATIN AMERICAN ART. BAYOU BEND HOUSES ONE OF THE FINEST ASSEMBLAGES OF EARLY AMERICAN FURNITURE, SILVER, CERAMICS, AND PAINTINGS OUTSIDE OF NEW ENGLAND; AND RIENZI SHOWCASES ONE OF THE MOST IMPORTANT COLLECTIONS OF ENGLISH PORCELAIN OUTSIDE OF THE UNITED KINGDOM. CHIEF AMONG THE MUSEUM'S CURRENT ACQUISITION, EXHIBITION, AND SHCOLARSHIP PRIORITIES ARE THE ARTS OF THE AMERICAS, THE ISLAMIC WORLD, AND ASIA. IN 2001, THE MFAH ESTABLISHED THE INTERNATIONAL CENTER FOR THE ARTS OF THE AMERICAS, A RESEARCH INSTITUTION DESIGNED TO ADDRESS THE WIDESPREAD LAG IN SCHOLARSHIP AND COLLECTION OF LATIN AMERICAN AND LATINO ART. THE MUSEUM HAS RECENTLY ESTABLISHED A NEW DEPARTMENT OF ISLAMIC ART, WHICH IS DEVOTED TO BUILDING A RENOWNED PERMANENT COLLECTION, ORGANIZING INNOVATIVE EXHIBITIONS OF ISLAMIC ART, AND HOSTING STIMULATING EDUCATIONAL AND INTERPRETIVE PROGRAMS. AT THE SAME TIME, THE MUSEUM IS ALSO DEEPENING ITS COMMITMENT TO ASIAN ART, ACTIVELY SEEKING TO INCREASE ITS RELEVANT HOLDINGS AND PROMOTE CULTURAL UNDERSTANDING, BEGINNING WITH THE DECEMBER 2007 OPENING OF THE NEWLY RENOVATED ARTS OF KOREA GALLERY, FOLLOWED BY THE ESTABLISHMENT OF THE INDONESIAN GOLD GALLERY AND THE MAY 2009 OPENING OF THE NIDHIKA AND PERSHANT MEHTA ARTS OF INDIA GALLERY. THIS WORK TO EXPLORE THE RICH TRADITIONS OF EACH COUNTRY BY JUXTAPOSING ANCIENT AND CONTEMPORARY WORKS CONTINUED WITH THE ESTABLISHMENT OF DEDICATED GALLERIES FOR THE ART OF CHINA AND JAPAN IN 2010. IN SEPTEMBER 2010, BAYOU BEND COLLECTION AND GARDENS, THE MFAH HOUSE MUSEUM FOR AMERICAN DECORATIVE ARTS, OPENED THE LORA JEAN KILROY VISITOR AND EDUCATION CENTER. THE VISITOR CENTER FEATURES AN ORIENTATION GALLERY, A LIBRARY, A RETAIL SHOP, TWO MEETING ROOMS, PUBLIC TERRACES, AND AMPLE PARKING. DESIGNED BY HOUSTON ARCHITECT LESLIE K. ELKINS, THE BUILDING ACHIEVED A LEED SILVER CERTIFICATION FOR ITS ENVIRONMENTAL EFFICIENCIES. IN FY 12, THE MUSEUM WELCOMED MORE THAN 250,000 VISITORS TO TUTANKHAMUN: THE GOLDEN KING AND THE GREAT PHAROAHS (OCTOBER 16 - APRIL 15), AND PRESENTED GIFTS OF THE SULTAN: THE ART OF GIVING AT THE ISLAMIC COURTS (OCTOBER 23 - JANUARY 16). FROM NOVEMBER TO FEBRUARY, THE RENOWNED VAN OTTERLOO COLLECTION OF SEVENTEENTH-CENTURY DUTCH AND FLEMISH PAINTINGS WAS DISPLAYED, AND IN JANUARY, THE MUSEUM'S RESEARCH CENTER FOR LATIN AMERICA AND LATINO ART, THE INTERNATIONAL CENTER FOR THE ARTS OF THE AMERICAS, LAUNCHED AN UNPRECEDENTED DIGITAL ARCHIVE FEATURING THOUSANDS OF PRIMARY-SOURCE MATERIALS THAT HAVE ALREADY PROVED TO BE INVALUABLE TO STUDENTS, SCHOLARS, AND COLLECTORS. IN ADDITION TO OFFERING ART EDUCATION, STUDIO INSTRUCTION, AND COMMUNITY OUTREACH, THE MFAH IS DEDICATED TO SUPPORTING RESEARCH AND CULTIVATING INNOVATION WITHIN THE ARTS AND RELATED DISCIPLINES. TO THAT END, THE MFAH IS PARTNERING WITH RICE UNIVERSITY TO STRENGTHEN ART INSTRUCTION AT UNDERGRADUATE AND GRADUATE LEVELS AND TO PURSUE LEADING-EDGE SCIENTIFIC RESEARCH AIMED AT ADVANCING CURRENT TECHNIQUES FOR ART CONSERVATION. WITH GENEROUS SUPPORT FROM THE ANDREW W. MELLON FOUNDATION, THE MUSEUM HAS ESTABLISHED A RESEARCH SCIENCE PROGRAM DEDICATED TO THOROUGH SCIENTIFIC INVESTIGATION AND ANALYSIS OF WORKS OF ART. IN A RELATED EFFORT, THE MUSEUM IS DEVELOPING AN ART CONSERVATION DATABASE (ACD), A WEB-BASED DATABASE THAT WILL PROVIDE A SYSTEM FOR EASILY ACCESSING CONSERVATION RECORDS, INFORMING ALL COLLECTION PROCEDURES AND POLICIES, AND SERVING AS A NATIONAL MODEL FOR CONSERVATION DATA MANAGEMENT AND COLLECTION CARE. IN ACKNOWLEDGMENT OF THE ACD'S IMPACT ON THE FIELD, THE INSTITUTE FOR MUSEUM AND LIBRARY SERVICES HAS RECOGNIZED THE MUSEUM WITH A NATIONAL LEADERSHIP AWARD. BY PROVIDING A BROAD RANGE OF EDUCATIONAL AND ARTISTIC ACTIVITIES, THE MUSEUM SEEKS TO CAPTURE THE VIBRANT PATCHWORK OF HOUSTON'S UNIQUE CULTURE AND TO RESPOND TO THE INTERESTS AND NEEDS OF A DIVERSE POPULATION. THUS, THE VISION OF INCLUSION AND ACCESSIBILITY ON WHICH THE MFAH WAS FOUNDED ENDURES IN ITS INNOVATIVE PROGRAMS, WHICH ENGAGE THE ENTIRE COMMUNITY IN THE ARTS AND IN A CELEBRATION OF THE DIVERSE FORMS OF CREATIVITY THAT INTRIGUE, INSPIRE, AND EXCITE US ALL. 1727838 2749251 68371889 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 1 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 255 0 1 829 1 1 1 0 0 0 0 1 1 0 0 0 0 X 79 79 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MARCHELL KING 7136397566 1001 BISSONNET HOUSTON TX 770051803 MR EDWARD JOSEPH HUDSON 1.00 X 0 0 0 MR FRANK J HEVRDEJS 1.00 X 0 0 0 MR ISAAC ARNOLD JR 1.00 X 0 0 0 MR JOSEPH D JAMAIL 1.00 X 0 0 0 MR RICHARD D KINDER 1.00 X 0 0 0 MRS ANNE S DUNCAN 1.00 X X 0 0 0 MRS CORNELIA C LONG 1.00 X X 0 0 0 MRS ISLA RECKLING 1.00 X 0 0 0 MRS NANCY ABENDSHEIN 1.00 X 0 0 0 DR MARJORIE G HORNING 1.00 X X 0 0 0 MS ALICE C SIMKINS 1.00 X X 0 0 0 MR RICHARD W WORTHAM III 1.00 X X 0 0 0 MRS WILLIAM S KILROY 1.00 X X 0 0 0 DR LUIS T CAMPOS 1.00 X 0 0 0 HON PETER R CONEWAY 1.00 X 0 0 0 MR ANDRIUS KONTRIMAS 1.00 X 0 0 0 MR BRAD BUCHER 1.00 X 0 0 0 MR CHARLES BUTT 1.00 X 0 0 0 MR DON A SANDERS 1.00 X 0 0 0 MR ELISE JOSEPH 1.00 X 0 0 0 MR FRANK N CARROLL JR 1.00 X 0 0 0 MR H JOHN RILEY JR 1.00 X 0 0 0 MR JAMES EDWARD MALONEY 1.00 X 0 0 0 MR JESSE H JONES II 1.00 X 0 0 0 MR KASE LAWAL 1.00 X 0 0 0 MR LENOIR M JOSEY II 1.00 X 0 0 0 MR MARTYN E GOOSSEN 1.00 X 0 0 0 MR MICHAEL C LINN 1.00 X 0 0 0 MR SAMUEL F GORMAN 1.00 X 0 0 0 MR THOMAS S GLANVILLE 1.00 X 0 0 0 MRS SIMA LADJEVARDIAN 1.00 X 0 0 0 MRS ANN BOOKOUT 1.00 X 0 0 0 MRS ANN G TRAMMELL 1.00 X 0 0 0 MRS ANNE CHAO 1.00 X 0 0 0 MRS CYNTHIA PETRELLO 1.00 X 0 0 0 MRS BARBARA G GAMSON 1.00 X 0 0 0 MRS CAROL C BALLARD 1.00 X 0 0 0 MRS JUDY TATE 1.00 X 0 0 0 MRS CHERIE FLORES 1.00 X 0 0 0 MRS CHONG-OK LEE MATTHEWS 1.00 X 0 0 0 MRS CLAYTON ERIKSON 1.00 X 0 0 0 MRS DENNIS N JOHNSTON 1.00 X 0 0 0 MRS FRANCI N CRANE 1.00 X 0 0 0 MRS GAIL ADLER 1.00 X 0 0 0 MRS HARRY H CULLEN 1.00 X 0 0 0 MRS MACEY REASONER 1.00 X 0 0 0 MRS KIRBY COHN MCCOOL 1.00 X 0 0 0 MRS LAURA E ARNOLD 1.00 X 0 0 0 MRS LELA GIBBS 1.00 X 0 0 0 MRS LILLY K ANDRESS 1.00 X 0 0 0 MRS JUDY MARGOLIS 1.00 X 0 0 0 MR WILLIAM N MATHIS 1.00 X 0 0 0 MRS LISA M MEARS 1.00 X 0 0 0 MRS NIDHIKA MEHTA 1.00 X 0 0 0 MRS NANCY POWELL MOORE 1.00 X 0 0 0 MRS BARBARA E NAU 1.00 X 0 0 0 MRS NANCY PETERKIN 1.00 X 0 0 0 MRS COURTNEY LANIER SAROFIM 1.00 X 0 0 0 MRS ELIZA STEDMAN 1.00 X 0 0 0 MRS LINNET F DEILY 1.00 X 0 0 0 MRS MELINDA HILDEBRAND 1.00 X 0 0 0 MRS PAMELA F OTT 1.00 X 0 0 0 MRS RANIA DANIEL 1.00 X 0 0 0 MRS PHOEBE TUDOR 1.00 X 0 0 0 MRS ROLANETTE LAWRENCE 1.00 X 0 0 0 MRS SANDRA GODFREY 1.00 X 0 0 0 MRS SARA DODD-SPICKELMIER 1.00 X 0 0 0 MRS SARA S MORGAN 1.00 X 0 0 0 MRS JOAN MORGENSTERN 1.00 X 0 0 0 MRS BARBARA WEBBER 1.00 X 0 0 0 DR FRAZIER WILSON 1.00 X 0 0 0 DR CYVIA G WOLFF 1.00 X 0 0 0 MS BETTIE CARTWRIGHT 1.00 X 0 0 0 MS CARLA KNOBLOCH 1.00 X 0 0 0 MS CECILY E HORTON 1.00 X 0 0 0 MS MARTHA LONG 1.00 X 0 0 0 MS MARY LAWRENCE PORTER 1.00 X 0 0 0 MS SOFIA ADROGUE 1.00 X 0 0 0 MS WILHELMINA E ROBERTSON 1.00 X 0 0 0 MS GWENDOLYN H GOFFE 35.00 X 899965 0 25538 JOHN WILLARD HOLMES 35.00 X 255165 0 34506 AMY PURVIS 35.00 X 216392 0 19530 EDGAR PETER BOWRON 35.00 X 171283 0 19981 DARREN A BARTSCH 35.00 X 187060 0 15590 MARY HAUS 35.00 X 166272 0 17008 PETER MARZIO 0.00 X 300000 0 0 2196137 0 132153 21 1 1 0 TRIBBLE AND ASSOC PO BOX 890689 HOUSTON TX 77289 GENERAL CONSTRUCTION 1204722 NICHOLSON CONSTRUCTION CO PO BOX 721 FULSHEAR TX 77441 GENERAL CONSTRUCTION 1058600 FAYEZ SAROFIM & CO PO BOX 973701 HOUSTON TX 75397 INVESTMENT MANAGEMENT 804991 CITY KITCHEN PO BOX 262409 HOUSTON TX 77027 CATERING SERVICES 686225 JF PAINTING LLC 3010 STETSON LN HOUSTON TX 77043 PAINTING/MAINTAINENCE 612895 17 3481001 858305 21429706 6387841 25769012 MEMBERSHIPS 900099 2749251 2749251 SCHOOL TUITION 611600 1765121 1765121 ADMISSION/TOURS/LECTUR 900099 1593969 1593969 OTHER PROGRAM SERVICE 900099 752066 752066 6860407 16968308 16968308 1236479 1236479 284603 0 284603 284603 284603 81887312 55575987 26311325 26311325 26311325 178875 3481001 1061480 -882605 -882605 2234461 3107732 -873271 -873271 OTHER INCOME 900099 699894 699894 699894 76374152 5987136 0 44618004 118839 118839 12888 12888 1032792 1032792 23109729 18476602 3013079 1620048 769081 579706 135554 53821 3274019 2487941 603041 183037 1768447 1402127 255136 111184 17698 17698 257046 257046 42000 42000 1442870 1442870 3832663 3038357 772951 21355 1826423 1217389 60113 548921 1490119 632025 810771 47323 494889 372660 53417 68812 4398090 3980658 355562 61870 859681 581908 255557 22216 47209 28534 3564 15111 33168 33168 5132471 4199091 697925 235455 1345999 1126283 204227 15489 ACCESSIONS 20609711 20609711 0 0 SHIPPING AND FREIGHT 3143388 2893508 202466 47414 PROGRAMS & PREVIEWS 2872193 2637684 145441 89068 PRINTING & PUBLICATIONS 1589696 1355170 185556 48970 3561294 2620808 815953 124533 83082403 68371889 11353887 3356627 2492319 4060592 29736706 10764105 9939941 6490359 643234 601457 1268668 1258291 1828247 432004 191631584 80857341 111999634 110774243 650204036 627690460 333234730 351058787 3778045 4994317 1145125560 1118124615 19073272 11661536 3843795 3639247 22917067 15300783 X 199520064 192823415 239785956 226309239 682902473 683691178 1122208493 1102823832 1145125560 1118124615 X -6708251 -12676410 X 0 1 1 X 1 1 X 55597192 41186413 68216102 78424123 28518263 271942093 55597192 41186413 68216102 78424123 28518263 271942093 93634506 178307587 26473059 20548437 16195739 17244980 18489390 98951605 410349 278664 1003812 4388054 699894 6780773 377674471 32436445 0.47210 0.48740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 1012962776 788704 31839451 46908472 3359360 995323099 813907371 45026888 202761960 45130319 3603124 1012962776 756642104 10184688 97440410 47042366 3317465 813907371 812084015 405606 52809768 3037749 756642104 0.10870 0.68690 0.20440 0 0 24345847 24345847 149661741 68342603 81319138 17623996 12514738 5109258 110774243 EQUITIES LONG/SHORT HEDGE FUNDS 74633450 F PRIVATE EQUITY FUNDS 142050314 F ENERGY/NATURAL RESOURCES FUNDS 55346843 F REAL ESTATE FUNDS 13600825 F DISTRESSED DEBT FUNDS 20410576 F MULTI-STRATEGY HEDGE FUNDS 33044629 F VENTURE CAPITAL FUNDS 11972150 F 351058787 76374152 83082403 -6708251 -12574339 -102071 -12676410 -19384661 67969025 -12574339 4169212 -8405127 76374152 0 76374152 87353686 102071 4169212 4271283 83082403 0 83082403 PART III, LINE 1A: WITH APPROXIMATELY 64,709 WORKS, THE MUSEUM'S PERMANENT COLLECTION OF WORLD ART SPANS 6,000 YEARS AND SIX CONTINENTS. THE MUSEUM ACQUIRES ITS ART COLLECTION THROUGH PURCHASES OR BY GIFTS. THE COST OF ALL ART OBJECTS PURCHASED, TOGETHER WITH THE VALUE OF ART OBJECTS OBTAINED BY GIFT (FOR WHICH THE MUSEUM RECEIVES A REASONABLE ESTIMATE), IS REPORTED AS A PART OF COLLECTION EXPENSE. IN ACCORDANCE WITH POLICIES FOLLOWED BY MANY ART MUSEUMS, NO VALUE HAS BEEN ASSIGNED IN THE STATEMENT OF FINANCIAL POSITION TO THE MUSEUM'S ART COLLECTION. PART III, LINE 4: COLLECTION OF WORLD ART AND ART EDUCATION. SEE SCHEDULE O DESCRIPTION OF ORGANIZATION'S EXEMPT PURPOSE. PART XI, LINE 8 - OTHER ADJUSTMENTS: DONATED SERVICES -102,071. PT V LINE 4 OPERATIONS OF THE MUSEUM AND ACCESSIONS FOR ART PURCHASES PT XII LINE 2B DONATED LEGAL SERVICES PT XIII LINE 2D FUNDRAISING DIRECT EXPENSES AND COST OF GOODS SOLD 1 EUROPE 1 1 RESEARCH 169204 1 1 0 0 1 1 169204 0 169204 LIVING EXPENSES EUROPE 5 12200 CHECK 688 TRAVEL BOOK 1 0 0 0 1 0 IN 2007, THE MUSEUM OF FINE ARTS, HOUSTON BEGAN A THREE-YEAR PROJECT CONCEIVED BY NANCY BROWN NEGLEY AND FUNDED BY THE BROWN FOUNDATION, INC., OF HOUSTON TO CREATE AN INTERNATIONAL RESIDENCY PROGRAM FOR TALENTED MIDCAREER SCHOLARS, ARTISTS, AND OTHERS ACTIVE IN THE HUMANITIES. THE BROWN FOUNDATION FELLOWS ARE INVITED TO SPEND ONE TO THREE MONTHS ON THEIR SPECIAL PROJECTS AT THE DORA MAAR HOUSE, A BEAUTIFUL, EIGHTEENTH CENTURY COUNTRY HOME IN THE SOUTH OF FRANCE THAT WAS PREVIOUSLY OWNED BY DORA MAAR, ARTIST, PHOTOGRAPHER, AND PABLO PICASSO'S MUSE. THE WORK CARRIED OUT BY GWEN STRAUSS, ON-SITE ASSISTANT DIRECTOR OF THE BROWN FOUNDATION FELLOWS PROGRAM, IS CRITICAL. SHE INITIATES CONTACT WITH THE FELLOWS BEFORE THEY ARRIVE, MEETS THEM AT THEIR PLANES OR TRAINS, AND ENSURES THAT THEY HAVE THE INFORMATION, EQUIPMENT, AND CONTACTS THEY NEED FOR PRODUCTIVE RESIDENCIES. THE MUSEUM OF FINE ARTS, HOUSTON STAFF MEMBER, DIRECTOR OF THE DORA MAAR HOUSE, VISITS AND MONITORS THE PROGRAMS THREE TO SIX TIMES A YEAR. ALL SCHOLARSHIP FUNDS ARE USED TO PAY FOR THE FELLOWS' LIVING EXPENSES DURING THEIR STAY AT DORA MAAR. GRANT RECIPIENTS RECEIVE CASH REIMBURSEMENT FOR QUALIFYING EXPENSES. EACH PERSON WHO RECEIVES A FELLOWSHIP AGREES TO DO SOMETHING FOR THE VILLAGE OF MENERBES TO THANK ITS RESIDENTS FOR THEIR HOSPITALITY. THE DORA MAAR HOUSE IS ORGANIZED UNDER THE LAWS OF FRANCE WITH THE APPROPRIATE BY-LAWS AND ARTICLES OF INCORPORATION WHICH ARE REGISTERED WITH THE FRENCH GOVERNMENT. PT I LINE 3 COL (E) - MANAGES FACILITY FOR RESEARCH. SEE SCHEDULE O DESCRIPTION OF PROGRAM ACCOMPLISHMENTS FOR MORE DETAIL. X X X X X X X 1 THE LUKENS COMPANY 2800 SHIRLINGTON RD 9TH FL ARLINGTON VA 22206 DIRECT MAIL CONT. 0 1511322 42000 1469322 1511322 42000 1469322 GALA BALL 1431375 1388675 42700 62512 49796 165943 ONE GREAT NIGHT 522677 487177 35500 81904 2432 58038 5 1705824 1605149 100675 208411 24673 407771 3659876 3481001 178875 352827 76901 631752 1061480 -882605 1 LIVING EXPENSES 11 21700 20214 BOOK AIRFARE AND SHIPPING SCHOOL SCHOLARSHIPS 322 76925 0 BOOK N/A PT I LINE 2 - GRANTEES MUST MAKE A PRESENTATION OF WORK IN ORDER TO RECEIVE FINANCIAL ASSISTANCE FOR SCHOLARSHIPS AND LIVING EXPENSES. SCHOLARSHIP FUNDS ARE DIRECTLY APPLIED TO RECIPIENTS' TUITION ACCOUNTS OR USED TO COVER DIRECT TRAVEL EXPENSES FOR QUALIFYING PROGRAMS ON THEIR BEHALF. THE GLASSELL SCHOOL OF ART OFFERS A VARIETY OF CLASSES, WORKSHOPS, AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS DIVERSE IN AGE, INTERESTS, EXPERIENCE LEVEL, AND NEED. THE JUNIOR SCHOOL OFFERS YEAR-ROUND ART CLASSES AND WORKSHOPS FOR CHILDREN AGES FOUR THROUGH EIGHTEEN. THIS YEAR'S ENROLLMENT REACHED 6,272, INCLUDING 322 STUDENTS RECEIVING TUITION SCHOLARSHIPS. SOME OF THESE SCHOLARSHIPS ARE AWARDED IN RECOGNITION OF TALENT THROUGH PROGRAMS SUCH AS THE SKETCHING COMPETITION; OTHERS ARE BASED ON NEED, THUS ENSURING ACCESS TO ART EDUCATION FOR YOUNG PEOPLE THROUGHOUT THE COMMUNITY. THE STUDIO SCHOOL OF THE GLASSELL SCHOOL OF ART OFFERS COURSES IN ART HISTORY AND STUDIO ART TO ADULTS. THE CORE ARTIST-IN-RESIDENCE PROGRAM AND THE CORE CRITICAL STUDIES PROGRAM INCLUDE EIGHT ARTISTS AND THREE CRITICAL WRITERS. EACH IS A NINE-MONTH POSTGRADUATE PROGRAM RENEWABLE FOR A SECOND TERM UPON SUCCESSFUL COMPLETION OF THE FIRST YEAR. THE CORE ARTISTS MOUNT AN EXHIBITION OF THEIR WORK IN THE LAURA LEE BLANTON GALLERY, WHICH IS ACCOMPANIED BY A CATALOGUE THAT DOCUMENTS THE ARTISTS' PRODUCTION OVER THE COURSE OF THE YEAR AND INCLUDES ESSAYS CONTRIBUTED BY THE CRITICAL STUDIES RESIDENTS. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 MS GWENDOLYN H GOFFE 444594 0 445000 0 10371 0 12250 0 13288 0 925503 0 0 0 JOHN WILLARD HOLMES 244373 0 10000 0 792 0 12250 0 22256 0 289671 0 0 0 AMY PURVIS 211476 0 0 0 4916 0 10625 0 8905 0 235922 0 0 0 EDGAR PETER BOWRON 157386 0 10000 0 3897 0 8078 0 11903 0 191264 0 0 0 DARREN A BARTSCH 186952 0 0 0 108 0 9375 0 6215 0 202650 0 0 0 MARY HAUS 161036 0 5000 0 236 0 8103 0 8905 0 183280 0 0 0 PETER MARZIO 0 0 300000 0 0 0 0 0 0 0 300000 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE - RECEIVED BY THE DIRECTOR. HOUSING ALLOWANCE, ALONG WITH ALL OTHER COMPENSATION, WAS CONSIDERED WHEN SETTING TOTAL COMPENSATION USING THE METHODS INDICATED IN SCHEDULE J, LINE 3. SOCIAL CLUB DUES - RECEIVED BY THE DIRECTOR. CLUB DUES ARE PAID BY THE ORGANIZATION AND ARE USED EXCLUSIVELY FOR THE ORGANIZATION'S BUSINESS PURPOSES. THE NONTAXABLE CLUB DUES ARE HELD BY THE DIRECTOR. PART I, LINE 4B THE ORGANIZATION HAS A DEFERRED COMPENSATION AGREEMENT FOR SENIOR STAFF. UPON THE DEATH OF THE DIRECTOR PETER C. MARZIO IN DECEMBER, 2010, THE ORGANIZATION PAID THE SURVIVING SPOUSE, FRANCES MARZIO, THE BENEFITS DUE THE DIRECTOR UNDER A DEFERRED PERFORMANCE AGREEMENT. PART I, LINE 7 THE COMPENSATION COMMITTEE DETERMINES BONUSES BY REVIEWING PERFORMANCE OVER THE PREVIOUS YEAR AND ACCESSING ACCOMPLISHMENTS MADE TO GROW, PROTECT, PRESENT, AND PRESERVE THE ASSETS AND PROGRAMS OF THE MFAH. PRIOR TO FINAL APPROVAL OF NON-FIXED PAYMENTS, THE TOTAL COMPENSATION PACKAGE, INCLUDING BONUSES, ARE REVIEWED USING THE METHODS INDICATED IN SCHEDULE J, LINE 3. GARY TINTEROW MORTGAGE X 950000 943110 0 1 1 943110 F MARZIO FAMILY MBR OF FMR OFFICER 143719 COMPENSATION 0 X 661 6387841 MARKET VALUE 31 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE AMOUNTS IN COLUMN B OF PART I DESCRIBE THE NUMBER OF ITEMS CONTRIBUTED DURING THE TAX YEAR. THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION HIRES AN OUTSIDE THIRD PARTY TO DISPOSE OF NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE VIA A DELIVERY SERVICE PRIOR TO FILING. THE DOCUMENT WAS REVIEWED BY THE CHIEF FINANCIAL OFFICER (ASSOCIATE DIRECTOR, INVESTMENT AND FINANCE) IN PERSON, WITH THE CONTROLLER. A PAID INDEPENDENT ACCOUNTING FIRM REVIEWED FORM 990. THE CFO, CONTROLLER, AND INTERIM DIRECTOR WERE AVAILABLE TO ALL MEMBERS OF THE AUDIT COMMITTEE TO ANSWER QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND COMMITTEE MEMBERS, VOTING OR NON-VOTING, RECEIVE A CONFLICT OF INTEREST QUESTIONNAIRE AT THE START OF EACH FISCAL YEAR. THE COMPLETED FORMS ARE RETURNED TO THE OFFICE OF THE ASSOCIATE DIRECTOR, INVESTMENT AND FINANCE. EACH TRUSTEE COMMITTEE CHAIR IS FAMILIAR WITH THE MUSEUM OF FINE ARTS, HOUSTON'S CONFLICT OF INTEREST POLICY AND ENFORCES THE POLICY AT THE COMMITTEE LEVEL AS REQUIRED. ANY CONFLICTS IDENTIFIED AT A COMMITTEE MEETING ARE REFLECTED IN THE COMMITTEE MINUTES AND THE CONFLICTED PARTY LEAVES THE ROOM AND DOES NOT PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM OF FINE ARTS, HOUSTON HAS A COMPENSATION SUB-COMMITTEE CHAIRED BY THE CHAIRMAN OF THE COMMITTEE INCLUDES FIVE VOTING TRUSTEE MEMBERS AND ONE COMMITTEE CONSULTANT. COMPARATIVE DATA FOR SIMILAR POSITIONS IN THE UNITED STATES MUSEUMS ARE REVIEWED ALONG WITH A MINIMUM OF A FOUR TO FIVE YEAR COMPENSATION HISTORY. ADDITIONALLY, THE COMMITTEE ESTABLISHES SPECIFIC CRITERIA FOR COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE. THE ANNUAL REPORT, INCLUDING THE AUDITED FINANCIAL STATEMENTS, IS MADE AVAILABLE THROUGH THE MUSEUM OF FINE ARTS, HOUSTON WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -12,574,339. DONATED SERVICES -102,071. TOTAL TO FORM 990, PART XI, LINE 5: -12,676,410.