FRANKLIN INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN INSTITUTE (EIN 23-1370501)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349304548
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T14:03:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231144520 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2400 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231370501 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 2154481200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N 20TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS M WINT | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2154481200 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN MAUCH | Name |
| PTIN | P00764633 | PTIN |
| Phone | 2159798800 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS M WINT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N 20TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57160864 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FI.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1824 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | IN THE SPIRIT OF INQUIRY AND DISCOVERY EMBODIED BY BENJAMIN FRANKLIN, THE MISSION OF THE FRANKLIN INSTITUTE IS TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 48 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 415 | TotalNbrEmployees |
| Total Nbr Volunteers | 1442 | TotalNbrVolunteers |
| Total Gross UBI | 884244 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11452312 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10865864 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15887482 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20226881 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1800854 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1418099 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1016716 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1050821 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30157364 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33561665 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 250000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12293908 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13297857 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 20352 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 18647 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1973534 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16047093 | OtherExpensePriorYear |
| Other Expenses Current Year | 18465657 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28611353 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32032161 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1546011 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1529504 | RevenuesLessExpensesCY |
| Total Assets BOY | 134182928 | TotalAssetsBOY |
| Total Assets EOY | 144372450 | TotalAssetsEOY |
| Total Liabilities BOY | 23587498 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28905620 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110595430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 115466830 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IN THE SPIRIT OF INQUIRY AND DISCOVERY EMBODIED BY BENJAMIN FRANKLIN, THE MISSION OF THE FRANKLIN INSTITUTE IS TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15468499 | Expense |
| Revenue | 14483917 | Revenue |
| Description | MUSEUM ADMISSIONS & OPERATIONS: AS THE MOST-VISITED MUSEUM IN THE COMMONWEALTH AND A TOP-FIVE TOURIST DESTINATION IN THE CITY OF PHILADELPHIA, THE FRANKLIN INSTITUTE SERVES AS BOTH A PROMINENT EDUCATIONAL AND CULTURAL RESOURCE, AND AS AN ANCHOR OF THE LOCAL ECONOMY. IN 2012, THE INSTITUTE WELCOMED 775,611 VISITORS TO THE MUSEUM, INCLUDING 147,897 CHILDREN WHO CAME AS PART OF SCHOOL GROUPS, REPRESENTING EVERY COUNTY IN PENNSYLVANIA AND SURROUNDING STATES INCLUDING NEW JERSEY, DELAWARE, AND NEW YORK. THE FRANKLIN INSTITUTES LONGSTANDING REPUTATION HELPS TO ELEVATE THE COMMONWEALTH AND THE CITY OF PHILADELPHIA AS MODELS FOR CULTURAL AND INFORMAL EDUCATION EXCELLENCE. THE SCIENCE CENTER IS THE PUBLIC MUSEUM SPACE THAT WELCOMES VISITORS OF ALL AGES TO EXPLORE SCIENCE IN INTERACTIVE EXHIBITS AND PUBLIC PROGRAMS. THE INSTITUTE REMAINS FULLY COMMITTED TO PROVIDING AN EXCEPTIONAL EXPERIENCE FOR ITS MANY VISITORS AND INCREASING SERVICE TO ITS AUDIENCE, EXTENDING THE INSTITUTE'S MISSION -TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY TO CHILDREN AND FAMILIES THROUGHOUT GREATER PHILADELPHIA, REGARDLESS OF MEANS, REMAINS AS ALWAYS AT THE HEART OF ITS PRIORITIES. IT DOES SO THROUGH OUTSTANDING EXHIBITS AND MANY EDUCATION AND OUTREACH PROGRAMS, ESPECIALLY THOSE FOR DISADVANTAGED YOUTH AND FAMILIES SUCH AS COMMUNITY NIGHT SPONSORED BY TARGET, AND THE ACCESS PROGRAM THAT WELCOMES STUDENTS FROM UNDER-RESOURCED SCHOOLS FREE OF CHARGE. IN 2012, THE INSTITUTE HOSTED DEAD SEA SCROLLS: LIFE AND FAITH IN ANCIENT TIMES, A TRAVELING EXHIBITION THAT THE INSTITUTE CO-PRODUCED. THE ISRAEL ANTIQUTIES AUTHORITY FACILITATED THE LOAN OF THE MOST COMPREHENSIVE COLLECTIVE OF ANCIENT ARTIFACTS EVER TO TRAVEL OUTSIDE OF ISRAEL, INCLUDING DOZENS OF FRAGMENTS OF THE DEAD SEA SCROLLS THEMSELVES. THE INSTITUTE OFFERED A WELL-ATTENDED LECTURE SERIES IN CONJUNCTION WITH THE EXHIBIT, FEATURING ACADEMIC AND RELIGIOUS SCHOLARS WHO DISCUSSED THE HISTORY, SIGNIFICANCE, AND ARCHAEOLOGY OF THE DEAD SEA SCROLLS. THE INSTITUTE ALSO HOSTED TITANIC: THE ARTIFACT EXHIBITION DURING THE 100TH ANNIVERSARY OF THAT SHIP'S SINKING. THIS EXHIBIT WAS EXTREMELY POPULAR, AND BROUGHT VISITORS FROM AROUND THE REGION TO LEARN ABOUT THE SHIP'S CONSTRUCTION, VOYAGE, AND ARTIFACT RESCUE EFFORTS. TWO OTHER EXHIBITS, GIANT MYSTERIOUS DINOSAURS AND DESIGN ZONE, INTRODUCED VISITORS TO ARCHAEOLOGY AND THE SCIENCE BEHIND DESIGNING GAMES, RIDES, MUSIC, AND MORE.THE THREE INSTITUTE THEATERS, INCLUDING THE FELS PLANETARIUM, THE FRANKLIN 3D THEATER, AND THE TUTTLEMAN IMAX, OPENED NEW WORLDS TO HUNDREDS OF THOUSANDS OF VISITORS. THE FREQUENTLY UPDATED SCHEDULE OF IMAX DOCUMENTARY PROGRAMMING INCLUDED TITANICA, WHICH ACCOMPANIED THE TITANIC EXHIBIT, ROCKY MOUNTAIN EXPRESS, AND SPACE JUNK. ADDITIONALLY, THE INSTITUTE'S FRANKLIN THEATER PROVIDED MUSEUM GUESTS WITH ENGAGING AND EDUCATIONAL 3D FILMS THROUGHOUT THE DAY, INCLUDING MEERKATS 3D, AND WILDEST WEATHER AMONGST ITS 2012 OFFERINGS, AND THE INSTITUTE'S HISTORIC FELS PLANETARIUM CONTINUED TO OFFER OUT-OF-THIS-WORLD SHOWS THAT EXCITE VISITORS OF ALL AGES WITH AN EXPLORATION OF OUR NIGHT SKIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4801005 | Expense |
| Grants | 250000 | Grants |
| Revenue | 3129685 | Revenue |
| Description | MUSEUM PROJECTS THE CENTER FOR INNOVATION IN SCIENCE LEARNING AT TFI DEVELOPS MODEL PROGRAMS IN SCIENCE LEARNING FOR THE K-12 EDUCATION COMMUNITY THAT ARE DELIVERED BOTH INSIDE AND OUTSIDE THE MUSEUM WALLS, AND SERVES AS THE PRIMARY LIAISON WITH THE SCIENCE LEADERSHIP ACADEMY.COMPLETING ITS 19TH YEAR IN 2012, THE PACTS PROGRAM IS ONE OF THE REGIONS OLDEST AND MOST COMPREHENSIVE SCIENCE IMMERSION PROGRAMS FOR DIVERSE URBAN HIGH SCHOOL STUDENTS. FROM CAREERS IN SCIENCE PROGRAMS SERVING SEVERAL HUNDRED STUDENTS FROM MORE THAN 40 PHILADELPHIA PUBLIC SCHOOLS WITH ACCESS TO STEM PROFESSIONALS AS WELL AS COLLEGE EDUCATIONAL PROGRAMS AND SERVICES, APPLICATION AND FINANCIAL AID COUNSELING, TO ANNUAL ROBOTICS PROGRAMS ATTRACTING MORE THAN 1,000 PARTICIPANTS, PACTS DELIVERS UNIQUE STEM PROGRAMMING TO A DIVERSE AUDIENCE. 2012 WAS THE THIRD YEAR FOR THE INSTITUTE'S STEM SCHOLARS PROGRAMS, A CONCENTRATED PROGRAM OF 15 STUDENTS EACH YEAR WHO SHOW HIGH INTEREST IN AND APTITUDE FOR STEM FIELDS. THESE STUDENTS WILL RECEIVE STEM EDUCATION AND MENTORING THROUGHOUT THEIR HIGH SCHOOL YEARS, GROWING THE PROGRAM TO 60 STUDENTS TOTAL BY YEAR FOUR. AS THE ORGANIZER OF THE PHILADELPHIA SCIENCE FESTIVAL, THE FRANKLIN INSTITUTE HELPED 120 PARTNERS TO REACH APPROXIMATELY 100,000 PEOPLE IN NEIGHBORHOODS ACROSS THE CITY WITH HANDS-ON WORKSHOPS AND DEMONSTRATIONS IN ITS SECOND YEAR IN 2012. FEATURING A CARNIVAL ON THE PARKWAY THAT WAS ATTENDED BY MORE THAN 100 EXHIBITORS AND 20,000 PEOPLE, THE FESTIVAL ALSO HELD STARGAZING EVENTS ON CITY CORNERS AND OFFERED SYMPOSIA AT LOCAL UNIVERSITIES. FROM PRESENTING THE SCIENCE OF FOOD FERMENTATION TO "GREAT GIGS" EVENTS WHERE SCIENTISTS TALKED TO STUDENTS ABOUT THEIR JOBS, THIS YEAR'S FESTIVAL PARTNERS PRODUCED AN INCREDIBLE SLATE OF EVENTS OVER TEN DAYS.THE INSTITUTE ALSO WORKS CLOSELY WITH THE SCIENCE LEADERSHIP ACADEMY (SLA), A MAGNET HIGH SCHOOL THAT STANDS AS A FURTHER TESTAMENT TO THE INSTITUTE'S COMMITMENT TO FORMAL EDUCATION. AN INQUIRY-BASED, SCIENCE AND TECHNOLOGY-FOCUSED SCHOOL FOUNDED IN 2006 THROUGH A UNIQUE COLLABORATIVE BETWEEN THE FRANKLIN INSTITUTE AND THE SCHOOL DISTRICT OF PHILADELPHIA, SLA QUICKLY EARNED A NATIONAL REPUTATION FOR EXCELLENCE. ITS STUDENTS ARE CONSISTENTLY AMONG THE TOP PERFORMERS ON STATE STANDARDIZED TESTS, EXCEEDING THE CITY AND STATE AVERAGES IN EVERY SUBJECT. IT HAS A 95% ATTENDANCE RATE, AND A 98% GRADUATION RATE. FOR THE THIRD YEAR IN A ROW, A STUDENT WAS SELECTED FOR THE PRESTIGIOUS GATES MILLENNIUM SCHOLARSHIP, AWARDED TO ONLY 1,000 STUDENTS IN THE COUNTRY. SCHOOLS ACCEPTING SLA STUDENTS FROM THE CLASS OF 2012 INCLUDE LOCAL INSTITUTIONS DREXEL UNIVERSITY, TEMPLE UNIVERSITY, PENN STATE UNIVERSITY, THE UNIVERSITY OF PENNSYLVANIA, AND THE UNIVERSITY OF PITTSBURGH, AS WELL AS HISTORICALLY BLACK COLLEGES AND UNIVERSITIES AND A DIVERSE RANGE OF OTHER US AND INTERNATIONAL INSTITUTIONS. THE INSTITUTE LOOKS FORWARD TO CONTINUING THIS UNIQUE PARTNERSHIP WITH THE SCHOOL DISTRICT TO PROVIDE MEMORABLE OPPORTUNITIES FOR SLA'S STUDENTS, WHO COME FROM MORE THAN 60 DIFFERENT MIDDLE SCHOOLS.FOR NEARLY TWO CENTURIES THE FRANKLIN INSTITUTE AWARDS PROGRAM HAS RECOGNIZED OUTSTANDING ACHIEVEMENTS IN SCIENCE AND TECHNOLOGY, CELEBRATED THE PURSUIT OF EXCELLENCE, AND PROVIDED DYNAMIC LINKAGES BETWEEN THE INSTITUTE AND THE ACADEMIC, SCIENTIFIC, AND BUSINESS COMMUNITIES. ON APRIL 26, THE SOLD-OUT FRANKLIN INSTITUTE AWARDS CEREMONY AND DINNER WAS THE CULMINATION OF A FULL WEEK OF INSPIRING EVENTS. AWARDS WEEK, WHICH BEGAN THE MONDAY BEFORE THE AWARDS CEREMONY AND DINNER, INCLUDED A SERIES OF PUBLIC SYMPOSIA AND LECTURES THAT PROVIDED OPPORTUNITIES FOR THE INTERNATIONALLY DISTINGUISHED LAUREATES TO SHARE THEIR DISCOVERIES, EXPERIENCES, AND VIEWS WITH PUBLIC AUDIENCES. OTHER AWARDS WEEK ACTIVITIES INCLUDED LAUREATES LABORATORY, A SESSION AT THE INSTITUTE IN WHICH THE LAUREATES PARTICIPATED IN INTERACTIVE DEMONSTRATIONS OF THEIR WORK GEARED TOWARD VISITING STUDENTS; AND THE MEET THE SCIENTISTS PROGRAM, WHICH WAS MODERATED BY STUDENTS FROM THE PACTS PROGRAM.ONE HIGHLIGHT OF THE 2012 AWARDS CEREMONY AND DINNER WAS THE CONFERRING OF THE BENJAMIN FRANKLIN MEDAL IN EARTH AND ENVIRONMENTAL SCIENCE TO DR. ELLEN MOSLEY-THOMPSON AND HER HUSBAND, DR. LONNIE G. THOMPSON. THEIR COLLECTIVE STUDIES OF ICE CORES FROM AROUND THE WORLD HAVE IMPROVED THE UNDERSTANDING OF EARTH'S CLIMATE HISTORY, INCLUDING THE ROLE OF THE TROPICS IN GLOBAL CLIMATE CHANGE. THE THOMPSONS ARE THE FIRST HUSBAND-WIFE TEAM TO WIN A FRANKLIN AWARD SINCE PIERRE AND MARIE CURIE IN 1909. THE 2012 BOWER AWARD FOR ACHIEVEMENT IN SCIENCE AND ITS ACCOMPANYING $250,000 PRIZE WAS CONFERRED TO DR. LOUIS E. BRUS FOR HIS SEMINAL DISCOVERIES AND SCIENTIFIC LEADERSHIP, WHICH HAVE MADE SEMICONDUCTOR NANOCRYSTALS, THEIR SYNTHESIS, CHARACTERIZATION, AND THEORY A CORNERSTONE OF MODERN CHEMISTRY. THE 2012 BOWER BUSINESS AWARD WAS CONFERRED TO JOHN CHAMBERS, CHAIRMAN AND CEO OF CISCO SYSTEMS. FIVE OTHER SCIENTISTS, EACH OF WHOM REPRESENTS THE PINNACLE OF REVOLUTIONARY ACHIEVEMENT IN THEIR RESPECTIVE FIELDS, RECEIVED AWARDS, INCLUDING DR. VLADMIR VAPNIK (COMPUTER SCIENCE), DR. JERRY NELSON (ELECTRICAL ENGINEERING), DR. SEAN CARROLL (LIFE SCIENCES), DR. ZVI HASHIN (MECHANICAL ENGINEERING), AND DR. RASHID SUNYAEV (PHYSICS). THE JOURNAL OF THE FRANKLIN INSTITUTE, THE SECOND OLDEST SCHOLARLY JOURNAL IN CONTINUOUS PUBLICATION IN THE UNITED STATES, HAS INCREASED THE VOLUME OF ARTICLES PER ISSUE, AS WELL AS THE READERSHIP. ALL 186 YEARS OF JOURNALS ARE AVAILABLE ONLINE THROUGH LIBRARIES AND RESEARCH INSTITUTIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1173524 | Expense |
| Revenue | 1728556 | Revenue |
| Description | EDUCATIONAL PROGRAMS AND SERVICESA KEY PART OF THE VISITOR EXPERIENCE AT THE FRANKLIN INSTITUTE IS SCIENCE PROGRAMMING. DURING THE YEAR THE INSTITUTE OFFERED FIVE DIFFERENT EXPERIENTIAL PACKAGES FOR GRADES 3-12. THE PACKAGES COMBINED AN EXHIBIT WITH RELATED THEATER AND WORKSHOP PROGRAMS, AND WERE DESIGNED TO SUPPORT NATIONAL SCIENCE EDUCATION STANDARDS. THE INSTITUTES WEBSITE CONTINUES TO SERVE AS A POPULAR SOURCE OF COMPLEMENTARY INFORMATION FOR EDUCATORS AND THE GENERAL PUBLIC ALIKE; NEARLY 14 MILLION PEOPLE VISITED THE WEBSITE IN 2012. 209,000 STUDENTS AND ADULTS FROM CONNECTICUT TO NORTHERN VIRGINIA WERE INSPIRED BY TRAVELING SCIENCE SHOWS PRESENTED IN 500 LOCATIONS. THE INSTITUTE HAS LONG BEEN A LEADER IN PROVIDING PROFESSIONAL DEVELOPMENT OFFERINGS FOR TEACHERS THROUGHOUT THE REGION. WHILE TEACHERS MAY ONLY HAVE ONE OPPORTUNITY TO BRING THEIR STUDENTS TO THE MUSEUM EACH YEAR, THE FRANKLIN INSTITUTE'S WEALTH OF EDUCATOR RESOURCES AND WORKSHOPS ENABLES TEACHERS TO BRING THE SPARK FOR HANDS-ON SCIENCE INTERACTION INTO THEIR DAILY LESSONS. THE INSTITUTE'S PROFESSIONAL DEVELOPMENT PROGRAMS BUILD TEACHERS' CONFIDENCE, AND HELP THEM TO ALIGN CLASSROOM EDUCATION WITH NATIONALLY MANDATED STANDARDS AND WITH INQUIRY-BASED LEARNING ACTIVITIES.EXTRACURRICULAR ACTIVITIES FOR YOUNGSTERS FILLED WEEKENDS AND VACATIONS. DISCOVERY CAMP, SPRING BREAK CAMP, AND THE SCHOOL'S CLOSED CAMP WELCOMED OVER 1,733 YOUNGSTERS, AND THE WEEKEND OVERNIGHT CAMP-IN PROGRAM DREW ANOTHER 5,000 YOUNG PEOPLE. DURING THE 2012 CALENDAR YEAR, 1,442 PEOPLE VOLUNTEERED THEIR TIME AT THE INSTITUTE. FROM WORKING AT THE BRAIN BAR ON THE FLOOR TO STAFFING THE PHILADELPHIA SCIENCE FESTIVAL TO WORKING BEHIND THE SCENES TO CATALOG ITEMS IN THE ARCHIVES, THE INSTITUTE'S VOLUNTEERS PROVIDE VALUABLE ASSISTANCE - LITERALLY. THE TOTAL VALUE OF VOLUNTEER AND INTERN TIME DONATED TO THE INSTITUTE IN 2012 EQUALS MORE THAN $1.5 MILLION. THE FRANKLIN INSTITUTE WELCOMED 59 COLLEGE INTERNS FROM SCHOOLS ACROSS THE STATE IN 2012, WHO CONTRIBUTED OVER 10,000 HOURS OUT OF THEIR BUSY SCHEDULES. IN ADDITION TO LENDING THE INSTITUTE THEIR SKILLS, THEY LEARNED ON-THE-JOB LESSONS THAT WILL HELP THEM IN THE TOUGH MARKET, AND GAINED EXPERIENCE AS MUSEUM EDUCATORS. ANOTHER GROUP OF VOLUNTEERS ARE THE RETIRED SCIENTISTS, ENGINEERS, AND INVENTORS WHO WORK ON THE FLOOR EXPLAINING THE EXHIBITS AND DEMONSTRATIONS TO VISITORS. STILL OTHER VOLUNTEERS WORK WITH STUDENTS IN THE PARTNERSHIPS FOR ACHIEVING CAREERS IN SCIENCE AND TECHNOLOGY (PACTS) PROGRAM, TEACHING THEM HOW TO BUILD ROBOTS, DESIGN BUILDINGS, AND BECOME WHO THEY WANT TO BE. OTHER VOLUNTEERS INCLUDE THE MEMBERS OF THE COMMITTEE ON SCIENCE AND THE ARTS, WHO HELP TO SELECT THE FRANKLIN AWARDS LAUREATES EACH YEAR, AND THE MANY MEMBERS OF THE COMMUNITY WHO SERVE ON BOARDS SUCH AS THE FRIENDS COMMITTEE, THE AWARDS COMMITTEE, AND THE BOARD OF TRUSTEES. IN DECEMBER 2012, THE INSTITUTE EXCEEDED ITS REVISED FUNDRAISING GOAL OF $64.7 MILLION IN ITS CAPITAL CAMPAIGN, INSPIRE SCIENCE, RAISING $65.2 MILLION IN FUNDS TO EXPAND BOTH THE INSTITUTE'S BUILDING AND PROGRAMMING TO REACH A BROADER AUDIENCE THROUGHOUT GREATER PHILADELPHIA AND BEYOND. DONORS TO INSPIRE SCIENCE FUNDED THE NEW 53,000-SQUARE-FOOT NICHOLAS AND ATHENA KARABOTS PAVILION, LOCATED ON THE INSTITUTE'S SOUTH SIDE AND ADJOINING THE BENJAMIN FRANKLIN NATIONAL MEMORIAL, WHICH WILL ALLOW THE FRANKLIN INSTITUTE TO OFFER ITS VISITORS A TRULY WORLD-CLASS SCIENCE CENTER EXPERIENCE. THE BUILDING WILL HOUSE A NEW STEM EDUCATION CENTER, A CLIMATE-CONTROLLED TRAVELING EXHIBITION GALLERY, AND A NEW CORE EXHIBIT YOUR BRAIN IN WHICH VISITORS CAN EXPLORE NEUROSCIENCE AND THEIR OWN SENSES. OVERALL, THE NICHOLAS AND ATHENA KARABOTS PAVILION WILL IMPROVE VISITOR FLOW THROUGHOUT THE BUILDING, PROVIDING A MORE COHESIVE AND HIGHER IMPACT VISITOR EXPERIENCE THAT WILL INCREASE THE ANNUAL ATTENDANCE AND NET INCOME FOR THE INSTITUTE. THE KARABOTS PAVILION WILL BE LEED CERTIFIED AT THE SILVER LEVEL, REDUCING ENERGY USAGE AND SAVING OPERATIONAL COSTS EACH YEAR. CONSTRUCTION OF THE NICHOLAS AND ATHENA KARABOTS PAVILION BEGAN ON APRIL 5, 2012 WITH AN INSTITUTE-WIDE GROUNDBREAKING CELEBRATION, AND WILL BE COMPLETED IN JUNE 2014. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6559269 | Expense |
| Revenue | 637052 | Revenue |
| Description | ANCILLARY ACTIVITIES, DEPRECIATION AND INTEREST NOT INCLUDED ABOVE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6559269 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 637052 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 28002297 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 158 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 415 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 48 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSIOBHAN KEEFE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2154481200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N 20TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (67 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DENNIS M WINT PHD | ||||||||
| PRESIDENT & CEO | 37.50 | X | X | 469496 | 0 | 62904 | ||
| MARSHA R PERELMAN | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| DAVID J BERKMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WADE H BERRETTINIMDPHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUZANNE BODA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RENEE B BOOTH PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD E CALLAGHAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL F CAMARDO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ARTHUR L CAPLAN PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT M CHAPPALEAR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER K CLASSEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| I MICHAEL COSLOV | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN F DONOHOE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL K FITZPATRICK CFA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL C FORMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN T FRIES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TONI GARRISON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH H GEMMILL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GRETE GREENACRE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD A GREENAWALT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MATTHEW V HAMILTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL C HEINTZ ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARISSE R LILLIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| IRA M LUBERT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MIRIAM G MANDELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANDRA G MARSHALL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT C MCMENAMIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENIS P O'BRIEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH W ROGERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN R SORGENTI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOAN N STERN ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES G STEWART | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD VAGUE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TINA WELLS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID R WHITE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL H WOODRUFF PE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HAROLD L YOH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENNIS ZELENY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOEL A BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRIS GALI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J GREEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN SULLIVAN | ||||||||
| TRUSTEE EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN ROLLER | ||||||||
| TRUSTEE EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| PAUL A OFFIT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD E MOREL JR | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| SANDRA K BALDINO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL J HILFERTY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES J MAGUIRE JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE DARRELL L CLARKE | ||||||||
| TRUSTEE EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE TOM CORBETT | ||||||||
| TRUSTEE EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE MICHAEL NUTTER | ||||||||
| TRUSTEE EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL A SANCHEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM J AVERY | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| JAMES J EBERL | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| JAMES A UNRUH | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL F BARRY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LARRY DUBINSKI | ||||||||
| COO | 37.50 | X | 250990 | 0 | 37264 | |||
| BRUCE FISHBERG | ||||||||
| TREASURER/SVP FIN&ADMIN | 37.50 | X | 60479 | 0 | 18360 | |||
| K SIOBHAN KEEFE | ||||||||
| VP OF FINANCE & TREASURER | 37.50 | X | 120616 | 0 | 12610 | |||
| FREDERIC MNBERTLEYPHD | ||||||||
| VP SCIENCE LEARNING | 37.50 | 162410 | 0 | 25286 | X | |||
| TROY COLLINS | ||||||||
| SVP PROGRAMS&MARKETING | 37.50 | 202910 | 0 | 24946 | X | |||
| RICHARD D RABENA | ||||||||
| VP OPS&CAPITAL PROJECTS | 37.50 | 153802 | 0 | 33145 | X | |||
| STEVEN L SNYDER PHD | ||||||||
| VP EXHIBITS&PROGRAM DEV | 37.50 | 155314 | 0 | 30290 | X | |||
| REID O STYLES | ||||||||
| VP HUMAN RESOURCES | 37.50 | 148396 | 0 | 23427 | X | |||
| MARISA WIGGLESWORTH | ||||||||
| VP DEVELOPMENT | 37.50 | 141914 | 0 | 24314 | X | |||
| KATHRYN GIORGIANNI | ||||||||
| DIR IT SERVICES | 37.50 | 123313 | 0 | 22116 | X | |||
| LOIS SWITKIN | ||||||||
| DIRECTOR OF SALES & CATERING | 37.50 | 103677 | 0 | 13739 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2093317 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 328401 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SKANSKA USA | |||||
| 518 E TOWNSHIP LINE RD STE 200 | BLUE BELL | PA | 19422 | BUILDING CONSTRUCTION | 4857220 |
| HAMELIN MEDIA | |||||
| 525 RIGHTERS FERRY ROAD | BALA CYNWYD | PA | 19004 | MEDIA CONSULTATION & PLACEMENT | 1086473 |
| ABM JANITORIAL | |||||
| LOCK BOX 6626 PO BOX 8500 | PHILADELPHIA | PA | 19178 | OUTSOURCED CLEANING | 632344 |
| FROG COMMISSARY CATERING | |||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | CATERING | 491603 |
| ALLIED BARTON SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | 442827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Membership Dues | 80755 | MembershipDues |
| Fundraising Events | 566152 | FundraisingEvents |
| Government Grants | 10092 | GovernmentGrants |
| All Other Contributions | 10208865 | AllOtherContributions |
| Noncash Contributions | 3074475 | NoncashContributions |
| Total Contributions | 10865864 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MUSEUM ADMISSIONS | 900099 | 12427966 | 12427966 | |
| MUSEUM PROJECTS | 900099 | 3159116 | 3129685 | 29431 |
| ANCILLARY ACTIVITIES | 900099 | 2315111 | 2055951 | 259160 |
| EDUCATIONAL PROGRAMS A | 611710 | 1728556 | 1728556 | |
| THEATRES | 713990 | 595653 | 595653 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479 | TotalRevenueColumn |
| Related Or Exempt Function Income | 479 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20226881 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 718170 | TotalRevenueColumn |
| Exclusion | $718,170 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 491062 | TotalRevenueColumn |
| Exclusion | $491,062 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24023830 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23323901 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 699929 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 699929 | TotalRevenueColumn |
| Exclusion | $699,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 198545 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 566152 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 275359 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -76814 | TotalRevenueColumn |
| Exclusion | -$76,814 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 636512 | GrossSalesOfInventory |
| Cost Of Goods Sold | -61 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 636573 | TotalRevenueColumn |
| Related Or Exempt Function Income | 636573 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33561665 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19979210 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 884244 | UnrelatedBusinessRevenue |
| Exclusion | $1,832,347 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250000 | Total |
| Program Services | 250000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1648594 | Total |
| Program Services | 929765 | ProgramServices |
| Management And General | 574702 | ManagementAndGeneral |
| Fundraising | 144127 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8510959 | Total |
| Program Services | 7109693 | ProgramServices |
| Management And General | 485056 | ManagementAndGeneral |
| Fundraising | 916210 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803524 | Total |
| Program Services | 639571 | ProgramServices |
| Management And General | 79637 | ManagementAndGeneral |
| Fundraising | 84316 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616648 | Total |
| Program Services | 1155917 | ProgramServices |
| Management And General | 270964 | ManagementAndGeneral |
| Fundraising | 189767 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718132 | Total |
| Program Services | 571603 | ProgramServices |
| Management And General | 71173 | ManagementAndGeneral |
| Fundraising | 75356 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23964 | Total |
| Program Services | 3333 | ProgramServices |
| Management And General | 16593 | ManagementAndGeneral |
| Fundraising | 4038 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58000 | Total |
| Management And General | 58000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18647 | Total |
| Fundraising | 18647 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961483 | Total |
| Program Services | 841473 | ProgramServices |
| Management And General | 103371 | ManagementAndGeneral |
| Fundraising | 16639 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1566875 | Total |
| Program Services | 1564260 | ProgramServices |
| Management And General | 2615 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659008 | Total |
| Program Services | 469411 | ProgramServices |
| Management And General | 91430 | ManagementAndGeneral |
| Fundraising | 98167 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175919 | Total |
| Program Services | 173170 | ProgramServices |
| Management And General | 252 | ManagementAndGeneral |
| Fundraising | 2497 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683130 | Total |
| Program Services | 682796 | ProgramServices |
| Fundraising | 334 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2147399 | Total |
| Program Services | 2146689 | ProgramServices |
| Management And General | 710 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407782 | Total |
| Program Services | 387717 | ProgramServices |
| Management And General | 12069 | ManagementAndGeneral |
| Fundraising | 7996 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48169 | Total |
| Program Services | 41697 | ProgramServices |
| Management And General | 3415 | ManagementAndGeneral |
| Fundraising | 3057 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662175 | Total |
| Program Services | 662175 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5897094 | Total |
| Program Services | 5897094 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405012 | Total |
| Program Services | 248849 | ProgramServices |
| Management And General | 156163 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM AND EXHIBIT SU | 2672566 | 2666751 | 5692 | 123 |
| MISCELLANEOUS | 1357997 | 1192071 | 11605 | 154321 |
| EVENT EXPENSES | 277290 | 269314 | 7976 | |
| CULTIVATION AND FUFLILL | 257452 | 13115 | 4561 | 239776 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204342 | Total |
| Program Services | 85833 | ProgramServices |
| Management And General | 100346 | ManagementAndGeneral |
| Fundraising | 18163 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32032161 | Total |
| Program Services | 28002297 | ProgramServices |
| Management And General | 2056330 | ManagementAndGeneral |
| Fundraising | 1973534 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14533233 | BOY |
| EOY | 17981487 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5248392 | BOY |
| EOY | 7690172 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791905 | BOY |
| EOY | 1824040 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18618 | BOY |
| EOY | 10879 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 719126 | BOY |
| EOY | 1013447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 135383534 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 66519604 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66621289 | BOY |
| EOY | 68863930 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32908279 | BOY |
| EOY | 33859619 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11394641 | BOY |
| EOY | 12365016 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 780000 | BOY |
| EOY | 615789 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167445 | BOY |
| EOY | 148071 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134182928 | BOY |
| EOY | 144372450 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7763737 | BOY |
| EOY | 9845578 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640981 | BOY |
| EOY | 4598018 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15182780 | BOY |
| EOY | 14462024 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23587498 | BOY |
| EOY | 28905620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57579473 | BOY |
| EOY | 60270908 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39181845 | BOY |
| EOY | 40391435 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13834112 | BOY |
| EOY | 14804487 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110595430 | BOY |
| EOY | 115466830 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134182928 | BOY |
| EOY | 144372450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1529504 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3269019 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 19351 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 53526 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11287619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5984581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6251106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11452312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10813204 | CurrentTaxYear |
| Total | 45788822 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11287619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5984581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6251106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11452312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10813204 | CurrentTaxYear |
| Total | 45788822 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8537237 | AmountsSubstContributorsTotal |
| Public Support Total170 | 37251585 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1736140 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1170139 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 949642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1335424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1209233 | CurrentTaxYear |
| Total | 6400578 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 52189400 | TotalSupport |
| Gross Receipts From Admissions Etc | 87837655 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.71380 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 32032161 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 32032161 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 61073 | CurrentYearMinus3 |
| Current Year Minus2 | 48814 | CurrentYearMinus2 |
| Current Year Minus1 | 6000 | CurrentYearMinus1 |
| Total | 115887 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31319598 | BeginningOfYearBalance |
| Contributions | 164210 | Contributions |
| Investment Earnings Or Losses | 3716123 | InvestmentEarningsOrLosses |
| Other Expenditures | 1401564 | OtherExpenditures |
| End Of Year Balance | 33798367 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34065273 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1290611 | InvestmentEarningsOrLosses |
| Other Expenditures | 1455064 | OtherExpenditures |
| End Of Year Balance | 31319598 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32446228 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3177093 | InvestmentEarningsOrLosses |
| Other Expenditures | 1558048 | OtherExpenditures |
| End Of Year Balance | 34065273 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27441041 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7045258 | InvestmentEarningsOrLosses |
| Other Expenditures | 2040071 | OtherExpenditures |
| End Of Year Balance | 32446228 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39403247 | BeginningOfYearBalance |
| Contributions | 194001 | Contributions |
| Investment Earnings Or Losses | -10509035 | InvestmentEarningsOrLosses |
| Other Expenditures | 1647172 | OtherExpenditures |
| End Of Year Balance | 27441041 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.27000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.66000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12000000 | OtherCostOrOtherBasis |
| Book Value | 12000000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58967494 | OtherCostOrOtherBasis |
| Depreciation | 25974560 | Depreciation |
| Book Value | 32992934 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5283169 | OtherCostOrOtherBasis |
| Depreciation | 3938186 | Depreciation |
| Book Value | 1344983 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59132871 | OtherCostOrOtherBasis |
| Depreciation | 36606858 | Depreciation |
| Book Value | 22526013 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68863930 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Description |
| Book Value | 12365016 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12365016 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 37230072 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3269019 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 124090 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 275298 | OtherRevenues |
| Revenue Not Rptd F990 | 3668407 | RevenueNotRptdF990 |
| Revenue Subtotal | 33561665 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33561665 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32412198 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 124090 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | -19351 | PriorYearAdjustments |
| Other Expenses Included | 275298 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 380037 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32032161 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32032161 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTION ASSETS OF THE INSTITUTE HAVE NOT BEEN CAPITALIZED NOR RECOGNIZED. COLLECTION ITEMS ARE HELD AS HISTORICAL TREASURES AND ARE UNDER THE STEWARDSHIP OF THE INSTITUTE ACTING THROUGH ITS PRESIDENT AND SENIOR CURATOR. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT A VARIETY OF THE FRANKLIN INSTITUTE'S ACTIVITIES BASED UPON ORIGINAL DONOR INTENT. ACTIVITIES SUPPORTED INCLUDE THE FOLLOWING: AWARDS PROGRAM, LIBRARY, CURATORIAL AND COLLECTIONS, MUSEUM PROGRAMS, SUBSIDIZED ADMISSION TO THE SCIENCE MUSEUM AND GENERAL OPERATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2009-2011) OR EXPECTED TO BE TAKEN IN THE INSTITUTE'S 2012 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD -61. FUNDRAISING EVENTS DIRECT EXPENSES 275,359. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD -61. FUNDRAISING EVENTS DIRECT EXPENSES 275,359. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FOOTNOTE TEXT RE: COLLECTION ASSETS - COLLECTION ASSETS OF THE INSTITUTE HAVE NOT BEEN CAPITALIZED NOR RECOGNIZED. COLLECTION ITEMS ARE HELD AS HISTORICAL TREASURES AND ARE UNDER THE STEWARDSHIP OF THE INSTITUTE ACTING THROUGH ITS PRESIDENT AND SENIOR CURATOR. DESCRIPTION OF COLLECTION OF ASSETS: THE HISTORICAL AND INTERPRETIVE COLLECTIONS OF THE FRANKLIN INSTITUTE ARE ORGANIZED INTO THREE TYPES OF HOLDINGS: MUSEUM, ARCHIVES AND LIBRARY. THEY EACH PLAY AN INSTRUMENTAL ROLE IN EDUCATIONAL AND PUBLIC PROGRAMMING THROUGH PERMANENT AND TEMPORARY GALLERY EXHIBITIONS; DEVELOPMENT INITIATIVES; OUTREACH, MARKETING, AND PROMOTIONAL ACTIVITIES; AND INTERNET-BASED PRESENTATIONS. FOOTNOTE TEXT RE: INCOME TAX STATUS - THE INSTITUTE HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("THE CODE") AND HAS BEEN CLASSIFIED AS AN ORGANIZATION, WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. CERTAIN UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAXES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 7 | PROGRAM SERVICES | MEETING TO ASSIST IN DEVELOPMENT OF STEM SCHOOL IN EGYPT. | 23000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 7 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 7 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | LYNN M IERARDI | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 FOREST ROAD | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNED GIVING CONSULTANT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 12000 | AmountRetainedByContractor |
| Net To Organization | -12000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 12000 | TotalRetainedByContractors |
| Total Net To Organization | -12000 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
| Licensed States | NJ | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FRANKLIN AWARDS | NameOfEvent1 |
| Gross Receipts Event1 | 764697 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 566152 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 198545 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 139608 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 135751 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 764697 | GrossReceiptsTotal |
| Charitable Contributions Total | 566152 | CharitableContributionsTotal |
| Gross Revenue Total Events | 198545 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 139608 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 135751 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 275359 | DirectExpenseSummaryEvents |
| Net Income Summary | -76814 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | BOWER AWARD AND PRIZE FOR ACHIEVEMENT IN SCIENCE | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 250000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FRANKLIN INSTITUTE AWARDS ONE INDIVIDUAL WITH THE BOWER AWARD AND PRIZE FOR ACHIEVEMENT IN SCIENCE EACH YEAR. THE AWARD WINNER IS CHOSEN BY THE COMMITTEE ON SCIENCE AND THE ARTS, FOLLOWING A FORMAL NOMINATION AND DELIBERATION PERIOD. THE PRIZE MONEY AWARDED IS NOT A GRANT, SO MONITORING OF USE OF FUNDS IS NOT REQUIRED OR APPROPRIATE. THE FRANKLIN INSTITUTE MAKES DE MINIMIS SCHOLARSHIP AND PARTICIPANT SUPPORT/HONORARIA PAYMENTS TO INDIVIDUALS THROUGHOUT ITS NORMAL COURSE OF BUSINESS. NONE OF THESE PAYMENTS EXCEED $5,000. PAYMENTS FOR SCHOLARSHIPS ARE MADE TO THE STUDENTS' SCHOOLS DIRECTLY RATHER THAN TO THE INDIVIDUAL, THEREBY ENSURING PROPER USE OF SCHOLARSHIP FUNDS. THE FRANKLIN INSTITUTE DOES NOT ISSUE GRANTS TO INDIVIDUALS OR ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS M WINT PHD | ||||||||||||||
| PRESIDENT & CEO | 353630 | 0 | 115866 | 0 | 0 | 0 | 32633 | 0 | 30271 | 0 | 532400 | 0 | 0 | 0 |
| LARRY DUBINSKI | ||||||||||||||
| COO | 208252 | 0 | 42738 | 0 | 0 | 0 | 15580 | 0 | 21684 | 0 | 288254 | 0 | 0 | 0 |
| FREDERIC MNBERTLEYPHD | ||||||||||||||
| VP SCIENCE LEARNING | 150350 | 0 | 12060 | 0 | 0 | 0 | 9013 | 0 | 16273 | 0 | 187696 | 0 | 0 | 0 |
| TROY COLLINS | ||||||||||||||
| SVP PROGRAMS&MARKETING | 180821 | 0 | 22089 | 0 | 0 | 0 | 10751 | 0 | 14195 | 0 | 227856 | 0 | 0 | 0 |
| RICHARD D RABENA | ||||||||||||||
| VP OPS&CAPITAL PROJECTS | 141698 | 0 | 12104 | 0 | 0 | 0 | 12973 | 0 | 20172 | 0 | 186947 | 0 | 0 | 0 |
| STEVEN L SNYDER PHD | ||||||||||||||
| VP EXHIBITS&PROGRAM DEV | 142833 | 0 | 12481 | 0 | 0 | 0 | 10384 | 0 | 19906 | 0 | 185604 | 0 | 0 | 0 |
| REID O STYLES | ||||||||||||||
| VP HUMAN RESOURCES | 136421 | 0 | 11975 | 0 | 0 | 0 | 14904 | 0 | 8523 | 0 | 171823 | 0 | 0 | 0 |
| MARISA WIGGLESWORTH | ||||||||||||||
| VP DEVELOPMENT | 136914 | 0 | 5000 | 0 | 0 | 0 | 8161 | 0 | 16153 | 0 | 166228 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | DURING 2012, THE FRANKLIN INSTITUTE PROVIDED MEMBERSHIP IN THE UNION LEAGUE OF PHILADELPHIA, THE PHILADELPHIA CLUB AND THE CORINTHIAN YACHT CLUB FOR THE PRESIDENT AND CEO. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing | CUSIP NumberCUSIPNumber |
|---|---|---|---|---|---|---|---|---|
| NARBERTH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 233077385 | 2004-01-01 | 5725000 | REFINANCED DEBT, FUNDING FOR PRIOR CAPITAL PROJECTS | 0 | 0 | 0 | |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| B | 232237287 | 2006-01-01 | 14095000 | REFINANCE DEBT, FUNDING FOR PRIOR CAPITAL PROJECTS | 0 | 0 | 0 | 717818QG8 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Issuance Costs From ProceedsIssuanceCostsFromProceeds |
|---|---|---|---|---|---|---|---|
| A | 5725000 | 1990 | 1 | 0 | 1 | 1 | |
| B | 14265843 | 1990 | 0 | 1 | 1 | 1 | 206552 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 1 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 1 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZENS BANK | ||||||||||||
| A | 0 | 0 | 0 | 0 | 1 | 1 | 9.000000000000 | 0 | 0 | 0 | 0 | 0 |
| BANK OF AMERICA | ||||||||||||
| B | 1 | 0 | 1 | 20.000000000000 | 0 | 0 | 0 | 0 | 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3074476 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | WITH ONE EXCEPTION IN 2012, THE FRANKLIN INSTITUTE UTILIZES A BROKER TO IMMEDIATELY SELL ANY GIFTS OF SECURITIES UPON RECEIPT OF THE GIFT. THE EXCEPTION IN 2012 WAS MADE FOR A GIFT OF 287,100 SHARES OF AMREP STOCK, THAT WERE RECEIVED ON SEPTEMBER 26, 2012, AND SOLD PERIODICALLY THROUGH DECEMBER 4, 2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID BERKMAN IS ON THE BOARD AND IS AN INVESTOR IN FRANKLIN SQUARE CAPITAL PARTNERS, WHERE MICHAEL FORMAN IS THE MANAGING GENERAL PARTNER. MICHAEL CAMARDO SERVES AS AN ADVISORY BOARD MEMBER AT DAY & ZIMMERMAN, WHERE HAL YOH IS CHAIRMAN AND CEO. DANIEL HILFERTY IS PRESIDENT AND CEO OF INDEPENDENCE BLUE CROSS, WHERE DENIS O'BRIEN CURRENTLY SERVES ON THE BOARD. MICHAEL FORMAN HAS A BUSINESS RELATIONSHIP WITH DAVID BERKMAN AND IRA LUBERT. MARSHA PERELMAN'S FAMILY IS REPRESENTED IN CERTAIN INSTANCES BY BLANK ROME, WHERE JOAN STERN IS SENIOR PARTNER, PUBLIC FINANCE. HAL YOH IS THE CHAIRMAN AND CEO OF DAY & ZIMMERMAN, WHERE MICHAEL CAMARDO SERVES ON THE BOARD OF ADVISORS, WHICH IS NOT A BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DRAFT FORM 990, AND APPROVES THE FORM 990 PRIOR TO IT BEING FILED WITH THE IRS. AND, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FRANKLIN INSTITUTE BOARD MEMBERS AND SENIOR MANAGEMENT STAFF COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM, WHICH INCLUDES ACKNOWLEDGING RECEIPT OF AND FAMILIARITY WITH THE INSTITUTE'S CODE OF CONDUCT AND ETHICS POLICY. IN ADDITION, ALL EMPLOYEES RECEIVE THE CODE OF CONDUCT AND ETHICS POLICY APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | KEY EMPLOYEES AND OFFICERS OF THE FRANKLIN INSTITUTE IN 2012 INCLUDED THE FOLLOWING INDIVIDUALS: DENNIS WINT, PRESIDENT AND CEO LARRY DUBINSKI, COO BRUCE FISHBERG, SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION TROY COLLINS, SENIOR VICE PRESIDENT OF PROGRAMS, MARKETING AND BUSINESS DEVELOPMENT FREDERIC BERTLEY, SENIOR VICE PRESIDENT FOR SCIENCE RICHARD RABENA, VICE PRESIDENT OF OPERATIONS AND CAPITAL PROJECTS STEVEN SNYDER, VICE PRESIDENT OF EXHIBITS AND PROGRAM DEVELOPMENT SIOBHAN KEEFE, VICE PRESIDENT OF FINANCE & TREASURER THE PROCESS THE FRANKLIN INSTITUTE USES TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES INCLUDES A COMPLETE REVIEW OF EXECUTIVE COMPENSATION LEVELS BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE FRANKLIN INSTITUTE. THE REVIEW IS BASED ON A MARKET ANALYSIS PREPARED BY THE HAY GROUP USING PUBLISHED COMPENSATION SURVEYS FOR BOTH NOT-FOR-PROFIT AND FOR-PROFIT ORGANIZATIONS COMPARABLE IN SIZE TO THE FRANKLIN INSTITUTE. COMPENSATION DECISIONS ARE MADE ON TWO LEVELS: RECOMMENDATIONS ARE MADE BY THE PRESIDENT AND CEO TO THE COMPENSATION COMMITTEE FOR APPROVAL OF ACTIONS REGARDING THE COMPENSATION OF SENIOR VICE PRESIDENTS AND VICE PRESIDENTS. THE COMPENSATION COMMITTEE DEVELOPS RECOMMENDATIONS FOR THE PRESIDENT AND CEO'S COMPENSATION AND REFERS ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL. THIS PROCESS WAS USED TO REVIEW THE COMPENSATION LEVELS OF ALL OF ITS EXECUTIVES LISTED ABOVE AND TO SUBSTANTIATE COMPENSATION ACTIONS IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FRANKLIN INSTITUTE'S FORM 990 IS POSTED ANNUALLY ON GUIDESTAR.ORG. THE FRANKLIN INSTITUTE PUBLISHES AN ANNUAL REPORT, WHICH INCLUDES THE AUDITED STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS AND THE AUDITED STATEMENT OF FINANCIAL POSITION. | |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED GAIN ON INTEREST RATE SWAP 50,338. NET ACTUARIAL GAIN ON DEFINED BENEFIT RETIREMENT PLAN 3,188. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS A SEPARATE AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTOL RESEARCH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FRANKLIN INSTITUTE 222 N 20 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232482657 | EIN |
| Primary Activities | INVESTS FUNDS TO SUPPORT BARTOL RESEARCH INSTITUTE AT THE UNIV. OF DELAWARE | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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