2012-05-10T13:05:41-05:00 2011-09-30 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2010-10-01 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 2012-05-10 1 ROBERT W DUKE 8173321328 2010 2016-02-24 21:20:13Z RANDALL S RAY 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 14119419 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 14 135 57 0 0 11709434 12791548 75896 83851 339756 156921 85169 121509 12210255 13153829 0 0 0 0 6417327 6234091 0 0 1939066 6494711 5342910 12912038 11577001 -701783 1576828 36435182 37877989 821437 599355 35613745 37278634 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 2417901 19080 EXHIBITIONIN ITS 50-YEAR-HISTORY, THE AMON CARTER MUSEUM OF AMERICAN ART 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 TOUR PROGRAMS AND LIVE TWO-WAY VIDEOCONFERENCES, SPECIAL EXHIBITIONS EXPOSE THOUSANDS OF STUDENTS FROM THIS COMMUNITY, AROUND THE STATE, AND AROUND THE COUNTRY TO BEAUTIFUL AND IMPORTANT ARTWORKS THAT THEY MAY NOT OTHERWISE HAVE THE OPPORTUNITY TO SEE.DURING FY 2011, THE AMON CARTER PRESENTED FOUR SPECIAL EXHIBITIONS AND SEVEN 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.EXHIBITION HIGHLIGHTS- AMERICAN MODERN: ABBOTT, EVANS, BOURKE-WHITE. OCTOBER 2, 2010-JANUARY 2, 2011- THE HUDSON RIVER SCHOOL: NATURE AND THE AMERICAN VISION. FEBRUARY 26-JUNE 19, 2011- SUBHANKAR BANERJEE: WHERE I LIVE I HOPE TO KNOW. MAY 14-AUGUST 28, 2011- WILL BARNET: RELATIONSHIPS, INTIMATE AND ABSTRACT, 1935-1965. JUNE 18-DECEMBER 31, 2011-THE ALLURE OF PAPER: DRAWINGS AND WATERCOLORS FROM THE COLLECTION. JULY 9-OCTOBER 9, 2011 1636909 21006 COLLECTIONTHE AMON CARTER MUSEUM OPENED IN 1961 IN A BUILDING DESIGNED BY ARCHITECT PHILIP JOHNSON AND IS OPEN FREE TO THE PUBLIC. OVER THE LAST 50 YEARS, IT HAS EXPANDED ITS COLLECTION TO INCLUDE NEARLY 8,000 PAINTINGS, SCULPTURES, DRAWINGS, PRINTS, AND WATERCOLORS AND ALMOST 45,000 EXHIBITION QUALITY PHOTOGRAPHIC PRINTS. THE 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 19TH AND 20TH CENTURIES. THROUGH A SERIES OF SHREWD ACQUISITIONS, SCHOLARLY CATALOGUES, SPECIAL EXHIBITIONS, AND ACADEMIC AND PUBLIC PROGRAMS, THE 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 2010 - SEPTEMBER 2011: FROM SURVEY TO CANAL: PHOTOGRAPHS OF THE ISTHMUS OF PANAMA AND EXHIBITIONS TITLED WORK, ARTISTIC COMMUNITIES, AND LANDSCAPE. THESE INSTALLATIONS ALLOW THE 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 ART INSTITUTIONS AROUND THE NATION AND THE WORLD. DURING FY 2011, THE MUSEUM LOANED 21 OBJECTS, INCLUDING KARL WIMAR'S THE ABDUCTION OF BOONE'S DAUGHTER BY THE INDIANS TO THE MUSEUM KUNSTPALAST 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 PHOTGRAPHY OF NELL DORR; 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 WEBSITE TO MAKE THE COLLECTIONS AVAILABLE TO OUR EXPANDING AUDIENCES AND TO PROMOTE THE EXPLORATION, SCHOLARSHIP, AND UNDERSTANDING OF AMERICAN ART AND ART HISTORY. THE AMON CARTER LAUNCHED A NEW WEBSITE IN SUMMER 2011 THAT INCLUDES AN ONLINE COLLECTION DATABASE. AS OF THE CLOSE OF FY 2011, THE ONLINE COLLECTION DATABASE PROVIDED ACCESS TO OVER 10,000 WORKS FROM THE COLLECTION IN A VARIETY OF MEDIA. IN NOVEMBER 2010, THE MUSEUM BEGAN WORK ON 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 2011 OVER 9,500 WORKS WERE DIGITIZED AND OVER 11,000 WERE ACCESSIONED AND/OR CATALOGED, INCLUDING SEVERAL IMPORTANT AND HISTORICALLY UNDERUTILIZED PARTS OF THE MUSEUM'S EXTENSIVE PHOTOGRAPHY COLLECTION.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 ON SITE CONSERVATION LAB STAFFED BY A CONSERVATOR OF PHOTOGRAPHS AND A CONSERVATOR OF WORKS ON PAPER. APPROXIMATELY 215 OBJECTS WERE EXAMINED DURING FY 2011 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 2011, RESEARCH WAS CONDUCTED ON MORE THAN 3,400 WORKS. THE MUSEUM ALSO GENERATED $22,000 IN INCOME THROUGH RIGHTS AND REPRODUCTIONS FEES THROUGH 169 CONTRACTS.THE AMON CARTER ADDED 42 WORKS TO ITS COLLECTION IN FY 2011, INCLUDING MAJOR PAINTINGS BY MARY CASSATT AND WILLARD LEROY METCALF, SCULPTURE BY HENRY KIRKE BROWN, WORKS ON PAPER BY WILL BARNET AND JEROME KAPLAN, AND PHOTOGRAPHS BY RICHARD MISRACH, LEE FRIEDLANDER, AND MARGARET BOURKE-WHITE. 1101430 40710 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. A FEW EXAMPLES OF SUCCESSFUL ART 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. -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 PROFESSIONAL EDUCATORS AND ACTIVITIES THAT REFINE PARTICIPANTS' OBSERVATION AND CRITICAL-THINKING SKILLS. PARTICIPATING EDUCATORS RECEIVE A CD WITH RELATED DIGITAL IMAGES AND LESSON PLANS 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. -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 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. -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 PROGRAMS 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. -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. 1443770 64947 PUBLICATIONSTHE AMON CARTER MUSEUM OF AMERICAN ART ACTIVELY PUBLISHES BOOKS THAT SUPPORT ITS MISSION, COLLECTIONS, AND EXHIBITIONS. DURING THE MUSEUM'S FIFTY 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 MEMBERS' 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 ART 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 LIBRARY, KNOWN AS A RESEARCH DESTINATION FOR THE STUDY OF AMERICAN ART. THE FACILITY HOUSES 50,000 VOLUMES; A GENERAL ARCHIVE; SUBSCRIPTIONS TO MORE THAN 130 PERIODICALS; RARE, ILLUSTRATED VOLUMES FROM THE PAST TWO CENTURIES OF AMERICAN PUBLISHING; 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. PUBLICATIONS AND PRODUCTION 1443770 64947 6600010 1 1 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 37 0 1 135 1 0 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 W PATRICK HARRIS 2.00 X 0 0 0 MARGARET TRISH WILLIAMSON 35.00 X 53300 0 11578 RONNIE C TYLER 35.00 X 222825 0 71081 RANDALL RAY 35.00 X 163269 0 26175 LORI EKLUND 35.00 X 164298 0 16727 PATRICK STEWART 35.00 X 109655 0 19731 713347 0 145292 4 0 1 0 CONSTELLATION NEWENERGY INC PO BOX 840159 DALLAS TX 75284 ELECTRIC 304844 SIMPLEXGRINNELL DEPT CH 10320 PALATINE IL 60055 SYSTEM INSTALLATION 269661 CLEAR CHANNEL OUTDOOR PO BOX 847247 DALLAS TX 75284 ADVERTISING 169325 KIMBALL ART MUSEUM 3333 CAMP BOWIE BLVD FORT WORTH TX 76107 CONSERVATION 151264 NEW-YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 EXHIBITIONS 142052 7 235332 169143 12387073 425893 12791548 TUITION/REGISTRATION 900099 40710 40710 REPRODUCTION FEES 900099 21006 21006 EXHIBITION FEES 900099 19080 19080 MISC. FEES 900099 3055 3055 83851 193984 193984 2795 2795 1500 1500 1500 1500 764583 800429 1217 -35846 -1217 -37063 -37063 225836 163944 61892 61892 MISC INCOME 900099 38200 38200 INSURANCE REIMBURSEMEN 900099 12207 12207 VENDING REVENUE 900099 4915 4915 55322 13153829 145743 0 216538 768303 291513 329924 146866 4202747 2758987 731732 712028 239707 19255 212031 8421 645130 530983 4924 109223 378204 378204 6436 6436 69900 69900 55479 55479 614518 149458 278856 186204 654266 315285 3418 335563 818051 398134 192534 227383 36032 12520 20048 3464 399893 369439 30454 181857 112148 67663 2046 1503789 924044 541031 38714 175471 116955 58516 EXHIBITION AND LOAN FEE 301385 301385 EVENTS SUPPORT 187168 55379 1641 130148 CONSERVATION SERVICES 150653 150653 DUES AND SUBSCRIPTIONS 67940 34494 25671 7775 BUILDINGS AND GROUNDS S 66966 9724 57242 53106 49654 2675 777 11577001 6600010 3037925 1939066 2657 2600 1167107 2509139 560161 1558335 242245 21674 267179 224809 66052 59324 40778797 16637358 25021790 24141439 9107991 9360669 36435182 37877989 818766 596488 2671 2867 821437 599355 X 25981424 25183254 1588400 3548315 8043921 8547065 35613745 37278634 36435182 37877989 X 1576828 88061 X 0 1 1 X 0 X 8971386 9460097 12013864 11709434 12791548 54946329 8971386 9460097 12013864 11709434 12791548 54946329 43431346 11514983 315749 312879 268910 200472 198279 1296289 18464 34176 46849 39602 55322 194413 56437031 1887627 0.20400 0.17260 X THE AMON CARTER MUSEUM OF WESTERN ART (THE "AMON CARTER") IS A MUSEUM ORGANIZED TO COLLECT, PRESERVE AND EXHIBIT THE FINEST EXAMPLES OF AMERICAN ART, AND TO SERVE AN EDUCATIONAL ROLE THROUGH EXHIBITIONS, PUBLICATIONS AND PROGRAMS DEVOTED TO THE STUDY OF AMERICAN ART. THROUGH ITS DIVERSE PROGRAMS AND SERVICES, THE MUSEUM STRIVES TO POSITION ITSELF AS AN INFLUENTIAL CULTURAL FORCE IN THE FORT WORTH-DALLAS COMMUNITY AND REGION.THE AMON CARTER QUALIFIES AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST OF REG. SEC. 1.170A-9(E)(3) AS IT MEETS THE FOLLOWING REQUIREMENTS:TEN PERCENT OF SUPPORT TEST:THE AMON CARTER RECEIVED 20.40% OF ITS SUPPORT FROM THE GENERAL PUBLIC OR GOVERNMENT ENTITIES IN THE 2006-2010 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 (2,400 MEMBERS) AND CORPORATE MEMBERSHIP (50 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 2011 THE WEB SITE RECEIVED 268,344 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 2011, APPROXIMATELY 2,450 CONTRIBUTORS SUPPORTED THE MUSEUM AT VARIOUS GIVING LEVELS. DURING THE 2011 FISCAL YEAR, THE MUSEUM HAD 119,394 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 2011 THE TEACHING RESOURCE CENTER SERVED 6,924 USERS WHO BORROWED 418 ITEMS; IN ADDITION, 1,051 DIGITAL IMAGES WERE SHARED WITH EDUCATORS ACROSS THE COUNTRY. 21,892 STUDENTS AND 2,330 TEACHERS PARTICIPATED IN THE SCHOOL TOUR AND EDUCATOR TRAINING PROGRAMS, RESPECTIVELY. 143 DISTANCE LEARNING PROGRAMS WERE BROADCAST TO 10,913 STUDENTS AND TEACHERS ACROSS THE COUNTRY AND INTERNATIONALLY. THE MUSEUM HOSTED PUBLIC PROGRAMS IN CONJUNCTION WITH ITS PERMANENT COLLECTION AND SPECIAL EXHIBITIONS, INCLUDING 72 ADULT LEARNING PROGRAMS AND 26 YOUTH AND FAMILY PROGRAMS, WHICH TOGETHER SERVED 14,918 PEOPLE. ADDITIONALLY, 3,394 ADULTS PARTICIPATED IN 72 TOURS, AND 3,210 VISITORS WERE REACHED DURING 162 IN-GALLERY ART CART SESSIONS.ADDITIONAL FACTS PERTINENT TO MEMBERSHIP ORGANIZATIONS:THIS IS NOT APPLICABLE TO THE MUSEUM. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REIMBURSEMENTS MISCELLANEOUS VENDING REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 9107991 50000 373064 170386 9360669 8493141 20 736241 121411 9107991 8749090 13206 -238391 15325 15439 8493141 0.91310 0.08690 0 0 102000 102000 35605642 12738015 22867627 502062 251031 251031 4569093 3648312 920781 24141439 FUNDS HELD FOR OTHERS 2867 2867 13153829 11577001 1576828 271522 -183461 88061 1664889 13998415 271522 627449 898971 13099444 55602 -1217 54385 13153829 12150065 627449 1217 628666 11521399 55602 55602 11577001 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 ACM 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 ACM 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 SIX 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 -183,461. PART XII, LINE 4B - OTHER ADJUSTMENTS: SALE OF ASSETS -1,217. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SALE OF ASSETS 1,217. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 RONNIE C TYLER 222825 0 0 0 0 0 19914 0 51167 0 293906 0 0 0 RANDALL RAY 163269 0 0 0 0 0 7707 0 18468 0 189444 0 0 0 LORI EKLUND 164298 0 0 0 0 0 8291 0 8436 0 181025 0 0 0 PART I, LINE 4A MARGARET T. WILLIAMSON, SECRETARY $28,390 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 RUTH CARTER STEVENSON MEMBER OF THE BOARD OF TRUSTEES 1175 SEE PART VRUTH CARTER STEVENSON TEMPORARILY STORED PERSONAL ART AT THE MUSUEM FOR A SHORT PERIOD OF TIME AND FULLY PAID FOR ALL ASSOCIATED COSTS AT FAIR MARKET VALUE. 0 X 24 X 6 415336 AVG VALUE:CONTRIB DATE X 5 5871 COST X COMPUTER EQUIPMENT 1 3682 COST X POP-UP CANOPY 1 200 COST X CATALOGS 1 804 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 FINANCE COMMITTEE FOR A DETAILED REVIEW. THE 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: 271,522. COLLECTION ITEMS NOT CAPITALIZED, NET -183,461. TOTAL TO FORM 990, PART XI, LINE 5: 88,061. 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 2011. 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 $1,289,040 IN REIMBURSED EXPENSES THAT THE AMON G CARTER FOUNDATION IS WILLING TO ABSORB ON THE MUSEUM'S BEHALF. IN FISCAL YEAR 2011, 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 COST AMON G CARTER FOUNDATION J 334252 COST AMON G CARTER FOUNDATION P 1289040 COST