2013-05-06T12:58:03-05:00 2012-09-30 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2011-10-01 751077979 AMON CARTER MUSEUM OF WESTERN ART DBA AMON CARTER MUSEUM OF AMERICAN ART AMON 8177381933 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 RANDALL S RAY 8177381933 2013-05-06 1 ROBERT W DUKE P00151313 8173321328 2011 2016-02-25 16:41:14Z RANDALL S RAY 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 16130208 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. 17 14 142 61 1650 -2160 12791548 12360692 83851 273675 156921 295730 121509 181314 13153829 13111411 0 0 0 0 6234091 6493283 0 0 1098474 5342910 5093768 11577001 11587051 1576828 1524360 37877989 40684136 599355 704349 37278634 39979787 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 3072910 185356 EXHIBITIONIN ITS 51-YEAR-HISTORY, THE AMON CARTER MUSEUM HAS PRESENTED MORE THAN 400 SPECIAL 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 2012, THE AMON CARTER PRESENTED FIVE SPECIAL EXHIBITIONS AND EIGHT 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:JOHN MARIN: MODERNISM AT MIDCENTURY. NOVEMBER 5, 2011-JANUARY 8, 2012ROMANCE MAKER: THE WATERCOLORS OF CHARLES M. RUSSELL. FEBRUARY 11-MAY 13, 2012SARGENT'S YOUTHFUL GENIUS: PAINTINGS FROM THE CLARK. MARCH 11-JUNE 17, 2012AMERICAN VANGUARDS: GRAHAM, DAVIS, GORKY, DE KOONING AND THEIR CIRCLE, 1927-1942. JUNE 9-AUGUST 19, 2012WILL BARNETT: RELATIONSHIPS, INTIMATE AND ABSTRACT, 1935-1965. JUNE 18-DECEMBER 31, 2011 1873622 14839 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 51 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 2011-SEPTEMBER 2012, INCLUDING: MASTERWORKS OF AMERICAN PHOTOGRAPHY:SERIES AND SEQUENCES, THE MEDIUM AND ITS METAPHORS, RUTH ASAWA:ORGANIC MEDITATIONS, AND INDUSTRIAL MONUMENTS:PHOTOGRAPHS AND WORKS ON PAPER FROM THE MACHINE AGE. THESE INSTALLATIONS ALLOW THE AMON CARTER TO FULFILL ITS MISSION BY OFFERING VISITORS INSIGHT INTO THE AMERICAN EXPERIENCE THROUGH GREAT WORKS OF ART.WORKS FROM THE AMON CARTER'S COLLECTION ARE FREQUENTLY LOANED TO OTHER ARTS INSTITUTIONS AROUND THE COUNTRY. DURING FY 2012, THE MUSEUM LOANED 21 OBJECTS, INCLUDING CARL WIMAR'S THE ABDUCTION OF BOONE'S DAUGHTER BY THE INDIANS, TO THE MUSEUM KUNSTPLAST IN DUSSELDORF, GERMANY, FOR THE EXHIBITION THE DUSSELDORF SCHOOL OF PAINTING:CROSSING BRIDGES BETWEEN CULTURES; EIGHTEEN NELL DORR PHOTOGRAPHS TO THE MASSILLON MUSEUM FOR BETWEEN TWO WORLDS:THE PHOTOGRAPHY OF NELL DORR; AND JOHN MARIN'S COMPOSITION CAPE SPLIT, MAINE, NO. 2 TO THE PORTLAND MUSEUM OF ART, MAINE, FOR JOHN MARIN:MODERNISM AT MIDCENTURY. WORKS FROM THE COLLECTION WERE ALSO LOANED TO THE MUSEUM OF MODERN ART AND THE NATIONAL GALLERY 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 2012, THE ONLINE COLLECTION DATABASE PROVIDED ACCESS TO OVER 20,000 WORKS FROM THE COLLECTION IN A VARIETY OF MEDIA. ALSO, AT THE CLOSE OF FY 2012 THE MUSEUM WAS IN THE FINAL MONTH OF A TWO-YEAR GRANT FROM THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES TO DIGITIZE AND FULLY CATALOG OVER 24,000 PRIORITY PHOTOGRAPHS FROM THE COLLECTION. IN FY 2012, THE MUSEUM WAS ALSO AWARDED A GRANT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES TO DIGITIZE PHOTOGRAPHS FROM ITS EIGHT ARTIST ARCHIVES AND PUBLISH THEM ON ITS WEBSITE.COLLECTION PRESERVATION AND CONSERVATION ARE CENTRAL TO THE AMON CARTER'S MISSION. THE MUSEUM SHARES A STATE-OF-THE-ART PAINTINGS CONSERVATION LAB WITH THE KIMBELL ART MUSEUM AND HAS ITS OWN ONSITE CONSERVATION LAB STAFFED BY A CONSERVATOR OF PHOTOGRAPHS AND A CONSERVATOR OF WORKS ON PAPER. APPROXIMATELY 215 OBJECTS WERE EXAMINED DURING FY 2012 FOR EXHIBITION OR PUBLICATION PROJECTS, AND A TOTAL OF 106 OBJECTS FROM THE MUSEUM'S COLLECTION AND ITS ARCHIVES WERE TREATED. COLLECTIONS STAFF CONTINUALLY WORKS TO RESEARCH COPYRIGHT STATUS FOR WORKS IN THE COLLECTION. DURING 2012, RESEARCH WAS CONDUCTED ON MORE THAN 3,000 WORKS. THE MUSEUM ALSO GENERATED $27,000 IN INCOME THROUGH RIGHTS AND REPRODUCTIONS FEES THROUGH 150 CONTRACTS.THE AMON CARTER ADDED 44 WORKS TO ITS COLLECTION IN FY 2012, INCLUDING PHOTOGRAPHS BY ANDREAS FEININGER, LARRY SULTAN, AND WYNN BULLOCK; PRINTS BY RALSTON CRAWFORD AND GUSTAVE BAUMANN; AND WATERCOLORS BY KELLY FEARING AND WILL BARNET. 1254210 71220 EDUCATIONTHE AMON CARTER HAS DEVELOPED A BROAD RANGE OF AWARD-WINNING EDUCATIONAL PROGRAMMING FOR PEOPLE OF ALL AGES 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 2012, 21,964 STUDENTS WERE SERVED DURING 396 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 2012, 1,690 EDUCATORS WERE SERVED DURING 45 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 2012, 11,180 USERS BORROWED 712 ITEMS, AND 1,879 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 2012, 9,528 INDIVIDUALS PARTICIPATED IN 127 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, LECTURES, AND SYMPOSIA, 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, FAMILY FUN DAYS, AND NEW PARENTS TOURS. IN FY 2012, 2,891 VISITORS PARTICIPATED IN 89 ADULT PUBLIC PROGRAMS; 8,318 VISITORS PARTICIPATED IN 580 DOCENT-GUIDED TOURS; 3,226 VISITORS PARTICIPATED IN 162 ASK ABOUT ART CART SESSIONS; AND 8,634 VISITORS ENJOYED 26 PUBLIC PROGRAMS FOR FAMILIES. 1338076 149184 PUBLICATIONSTHE AMON CARTER MUSEUM OF AMERICAN ART ACTIVELY PUBLISHES BOOKS THAT SUPPORT ITS MISSION, COLLECTIONS, AND EXHIBITIONS. DURING THE MUSEUM'S FIFTY-ONE YEARS OF OPERATION, THE PUBLICATIONS DEPARTMENT HAS PRODUCED NEARLY 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 AND SOCIAL MEDIA PRESENCE; PRODUCES TWO ISSUES OF THE MEMBER'S MAGAZINE, PROGRAM; AND COMPILES EACH YEAR'S ANNUAL REPORT.RESEARCH AND STUDYTHE AMON CARTER MUSEUM OF AMERICAN 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 50,000 BOOK 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 THROUGH THE SMITHSONIAN INSTITUTION'S ARCHIVES OF AMERICAN ART. THE LIBRARY'S EXPANSIVE READING ROOM, WHICH OFFERS FREE WI-FI SERVICE, IS AVAILABLE TO VISITING SCHOLARS, STUDENTS, AND THE GENERAL PUBLIC. 1338076 149184 7538818 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 1 1 1 1 0 0 0 1 0 0 0 0 1 38 0 1 142 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 14 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X RANDY RAY 8177381933 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 RUTH CARTER STEVENSON 2.00 X X 0 0 0 KAREN JOHNSON HIXON 2.00 X X 0 0 0 BENJAMIN F STAPLETON 2.00 X 0 0 0 MICHAEL CONFORTI 2.00 X 0 0 0 LUCY DARDEN 2.00 X 0 0 0 NENETTA CARTER TATUM 2.00 X 0 0 0 WILLIAM E TUCKER 2.00 X 0 0 0 BRADFORD R BREUER 2.00 X 0 0 0 JOHN P HICKEY JR 2.00 X 0 0 0 MARK L JOHNSON 2.00 X 0 0 0 STEPHEN P SMILEY 2.00 X 0 0 0 KIMBELL WYNNE 2.00 X 0 0 0 ROBERT M BASS 2.00 X 0 0 0 WALKER C FRIEDMAN 2.00 X 0 0 0 RICHARD W MONCRIEF 2.00 X 0 0 0 CARTER J MARTIN 2.00 X 0 0 0 ALICE L WALTON 2.00 X 0 0 0 ANDREW J WALKER 35.00 X 203550 0 62028 RANDALL RAY 35.00 X 173250 0 28278 LORI EKLUND 35.00 X 174841 0 31906 PAMELA GRAHAM 35.00 X 62659 0 7658 RONNIE C TYLER 35.00 X 115284 0 10061 729584 0 139931 4 0 1 0 ARUP NORTH AMERICA LTD 12777 W JEFFERSON BLVD LOS ANGELES CA 90066 CONSULTING 263507 PHILLIPS COLLECTION 1600 21ST STREET NW WASHINGTON DC 20009 EXHIBITION 254932 CONSTELLATION NEWENERGY INC PO BOX 840159 DALLAS TX 75284 ELECTRIC 251520 KIMBELL ART MUSEUM 3333 CAMP BOWIE BLVD FORT WORTH TX 76107 CONSERVATION 162707 CLEAR CHANNEL OUTDOOR PO BOX 847247 DALLAS TX 75284 ADVERTISING 129220 8 242766 130171 11987755 361262 12360692 EXHIBITION FEES 900099 185356 185356 TUITION/REGISTRATION 900099 71220 71220 REPRODUCTION FEES 900099 14839 14839 OTHER FEES 900099 1510 1510 PREPARATION FEES 900009 750 750 273675 217186 217186 2633 2633 9950 0 9950 9950 9950 2951059 2872515 78544 78544 78544 294856 146282 148574 146924 1650 VENDING REVENUE 900099 8735 8735 MISC INCOME 900099 6172 6172 INSURANCE REIMBURSEMEN 900099 5250 5250 20157 13111411 420599 1650 328470 685116 252668 335799 96649 4456879 3402055 714872 339952 244339 91228 131551 21560 708266 312388 339804 56074 398683 203673 153577 41433 3255 3255 37096 37096 49105 49105 857635 363639 314655 179341 507365 335845 2999 168521 596459 412103 144756 39600 44906 19887 23351 1668 338117 261478 63726 12913 215571 97319 85061 33191 1430424 904955 482238 43231 264743 210345 54398 EXHIBITION AND LOAN FEE 457462 457097 365 PRINTING/REPRODUCTIONS 189380 171917 -27153 44616 DUES AND SUBSCRIPTIONS 58564 28407 24471 5686 MISCELLANEOUS 43686 13814 16198 13674 11587051 7538818 2949759 1098474 2600 2600 2509139 3600490 1558335 1986000 21674 23909 224809 173001 59324 76353 40064617 16961951 24141439 23102666 9360669 11719117 37877989 40684136 596488 701250 2867 3099 599355 704349 X 25183254 23918063 3548315 5724100 8547065 10337624 37278634 39979787 37877989 40684136 X 1524360 1176793 X 0 1 1 X 0 X 9460097 12013864 11709434 12791548 12360692 58335635 9460097 12013864 11709434 12791548 12360692 58335635 43526262 14809373 312879 268910 200472 198279 229769 1210309 34176 46849 39602 55322 20157 196106 59742050 1960805 0.24790 0.20400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REIMBURSEMENTS MISCELLANEOUS VENDING REVENUE SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 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(F)(3) AS IT MEETS THE FOLLOWING REQUIREMENTS: TEN PERCENT OF SUPPORT TEST: THE AMON CARTER RECEIVED 24.79% OF ITS SUPPORT FROM THE GENERAL PUBLIC OR GOVERNMENT ENTITIES IN THE 2007-2011 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 (2,194 MEMBERS) AND CORPORATE MEMBERSHIP (59 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 2012 THE WEB SITE RECEIVED 225,354 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, PROGRAM FEES, DONATED GOODS/SERVICES AND GIFTS OF ART FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS, BOTH FOR-PROFIT AND TAX EXEMPT. IN FY 2012, 1,897 CONTRIBUTORS SUPPORTED THE MUSEUM AT VARIOUS GIVING LEVELS. DURING THE 2012 FISCAL YEAR, THE MUSEUM HAD 117,450 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 BANKER, A LAWYER, PHILANTHROPISTS, AN ART MUSEUM DIRECTOR, AN EDUCATOR, AND CORPORATE/COMMUNITY LEADERS. NEW MEMBERS ARE OCCASIONALLY ADDED; HOWEVER, THE BOARD DOES NOT EXPERIENCE HIGH TURNOVER. 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 2012 THE TEACHING RESOURCE CENTER SERVED 11,180 USERS WHO BORROWED 712 ITEMS; IN ADDITION, 1,879 DIGITAL IMAGES WERE SHARED WITH EDUCATORS ACROSS THE COUNTRY. 21,964 STUDENTS AND 1,690 TEACHERS PARTICIPATED IN THE SCHOOL TOUR AND EDUCATOR TRAINING PROGRAMS, RESPECTIVELY. 127 DISTANCE LEARNING PROGRAMS WERE BROADCAST TO 9,528 STUDENTS AND TEACHERS ACROSS THE COUNTRY AND INTERNATIONALLY. THE MUSEUM HOSTED PUBLIC PROGRAMS IN CONJUNCTION WITH ITS PERMANENT COLLECTION AND SPECIAL EXHIBITIONS, INCLUDING 82 ADULT LEARNING PROGRAMS AND 26 YOUTH AND FAMILY PROGRAMS, WHICH TOGETHER SERVED 16,952 PEOPLE. ADDITIONALLY, 8,318 ADULTS PARTICIPATED IN 580 TOURS, AND 3,226 VISITORS WERE REACHED DURING 162 IN-GALLERY ART CART SESSIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 9360669 1404159 2106754 219306 12652276 9107991 50000 373064 170386 9360669 8493141 20 736241 121411 9107991 8749090 13206 -238391 15325 15439 8493141 0.81700 0.18300 0 0 102000 102000 35546751 14058709 21488042 661136 68152 592984 3601464 2835090 766374 153266 153266 23102666 FUNDS HELD FOR OTHERS 3099 3099 13111411 11587051 1524360 1865477 -688684 1176793 2701153 15404005 1865477 476222 2341699 13062306 49105 49105 13111411 12014168 476222 476222 11537946 49105 49105 11587051 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: THE AMON CARTER MUSEUM 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. THE MUSEUM 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: COLLECTION ITEMS NOT CAPITALIZED, NET -688,684. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ANDREW J WALKER 203550 0 0 0 0 0 10177 0 51851 0 265578 0 0 0 RANDALL RAY 173250 0 0 0 0 0 7663 0 20615 0 201528 0 0 0 LORI EKLUND 174841 0 0 0 0 0 15621 0 16285 0 206747 0 0 0 MARK L JOHNSON MEMBER OF THE BOARD OF TRUSTEES 0 SEE PART VMARK JOHNSON IS A VICE PRESIDENT OF LUTHER KING CAPITAL MANAGEMENT ("LKCM") WHICH MANAGES THE INVESTMENTS FOR AMON CARTER MUSEUM OF AMERICAN ART. MARK JOHNSON IS THE SON OF RUTH CARTER STEVENSON, ALSO A MEMBER OF THE BOARD OF TRUSTEES. 0 X 13 X 4 355529 AVG VALUE:CONTRIB DATE X 10 1076 COST X COMPUTER EQUIPMENT 2 4050 COST X CAPITALIZED LEGAL EXPENSES 1 606 COST 0 1 0 NON REPORTING OF REVENUE: 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 (VICE PRESIDENT) AND RUTH CARTER STEVENSON (PRESIDENT) - FAMILY RELATIONSHIP MARK L. JOHNSON (TRUSTEE) AND RUTH CARTER STEVENSON (PRESIDENT) - FAMILY RELATIONSHIP CARTER J. MARTIN (TRUSTEE) AND RUTH CARTER STEVENSON (PRESIDENT) - FAMILY RELATIONSHIP NENETTA CARTER TATUM (TRUSTEE) AND RUTH CARTER STEVENSON (PRESIDENT) - FAMILY RELATIONSHIP KAREN JOHNSON HIXON (VICE PRESIDENT) AND MARK L. JOHNSON (TRUSTEE) - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A THE AMON G CARTER FOUNDATION APPOINTS THE BOARD OF TRUSTEES FOR AMON CARTER MUSEUM OF WESTERN ART. 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 FORMER MEMBERS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,865,477. COLLECTION ITEMS NOT CAPITALIZED, NET -688,684. TOTAL TO FORM 990, PART XI, LINE 5: 1,176,793. VALUE OF GIFTS, GRANTS FROM ORGANIZATIONS: SCHEDULE R, PART V, LINE 2(C)(1) THE MUSEUM RECEIVED UNRESTRICTED CONTRIBUTIONS FROM THE AMON G CARTER FOUNDATION TOTALING $7,500,000 DURING FISCAL YEAR 2012. VALUE OF FACILITIES MADE AVAILABLE TO THE AMON CARTER MUSEUM: SCHEDULE R, PART V, LINE 2(C)(2) 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. REIMBURSEMENTS PAID TO THE AMON CARTER MUSEUM: SCHEDULE R, PART V, LINE 2(C)(3) THE MUSEUM RECEIVED $517,077 IN REIMBURSED EXPENSES THAT THE AMON G CARTER FOUNDATION IS WILLING TO ABSORB ON THE MUSEUM'S BEHALF. IN FISCAL YEAR 2012, 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 1 0 0 0 0 0 1 0 0 AMON G CARTER FOUNDATION C 7500000 ACTUAL FUNDS RECEIVED IN FY 2012 AMON G CARTER FOUNDATION J 334252 FAIR MARKET VALUE AMON G CARTER FOUNDATION P 517077 ACTUAL FUNDS RECEIVED IN FY 2012