Civic Intelligence

Trustees of Calder Gardens

990 • Fiscal year 2024 • EIN 85-2458469

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 16, 2025

Organization ProfileCALDERPHL.ORG
2025 Benjamin Franklin PkwyPhiladelphia, PA 19130

(215) 278-7027

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.09x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.18x

Higher debt load relative to revenue than 38% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

98th percentile

116%

Faster asset growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$46,609,724

Up $25,060,755 (+116%) from 2023

Net Assets

Up

$42,571,391

Up $22,695,264 (+114%) from 2023

Liabilities

Up

$4,038,333

Up $2,365,491 (+141%) from 2023

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

Up

$22,194,247

Up $12,685,969 (+133%) from 2023

Expenses

Up

$494,914

Up $421,540 (+575%) from 2023

Net Income

Up

$21,699,333

Up $12,264,429 (+130%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2021: $3,695,706Liabilities 2021: $861,047Net Assets 2021: $2,834,6592021Assets 2022: $13,361,536Liabilities 2022: $2,920,313Net Assets 2022: $10,441,2232022Assets 2023: $21,548,969Liabilities 2023: $1,672,842Net Assets 2023: $19,876,1272023Assets 2024: $46,609,724Liabilities 2024: $4,038,333Net Assets 2024: $42,571,3912024Assets 2025: $83,272,606Liabilities 2025: $5,768,765Net Assets 2025: $77,503,8412025

Highlighted filing

2024

Assets$46,609,724
Liabilities$4,038,333
Net Assets$42,571,391
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Revenue 2021: $2,929,092Expenses 2021: $94,433Net Income 2021: $2,834,6592021Revenue 2022: $7,941,498Expenses 2022: $334,934Net Income 2022: $7,606,5642022Revenue 2023: $9,508,278Expenses 2023: $73,374Net Income 2023: $9,434,9042023Revenue 2024: $22,194,247Expenses 2024: $494,914Net Income 2024: $21,699,3332024Revenue 2025: $36,684,099Expenses 2025: $1,811,392Net Income 2025: $34,872,7072025

Highlighted filing

2024

Revenue$22,194,247
Expenses$494,914
Net Income$21,699,333
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$22,212,019
Mission and Program Overview

Mission

To raise funds to support the mission of the barnes foundation and to construct a facility to showcase the works of the calder family of artists.

To raise funds to build a facility dedicated to the art of the calder family.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,748,391$29,454,755▲ $19,706,364
Savings and Temporary Cash Investments$9,606,842$10,123,382▲ $516,540
Pledges and Grants Receivable-$4,809,637-
Cash and Non-Interest-Bearing Accounts$1,954,078$2,169,334▲ $215,256
Accounts Receivable$239,658--
Prepaid Expenses and Deferred Charges-$52,616-
Total Assets$21,548,969$46,609,724▲ $25,060,755
Liabilities
Accounts Payable and Accrued Expenses$1,672,842$4,038,333▲ $2,365,491
Total Liabilities$1,672,842$4,038,333▲ $2,365,491
Net Assets / Fund Balance
Net Assets With Donor Restrictions$19,876,127$42,571,391▲ $22,695,264
Total Net Assets Fund Balance$19,876,127$42,571,391▲ $22,695,264
Total Liabilities and Net Assets / Fund Balance$21,548,969$46,609,724▲ $25,060,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,454,755-$29,454,755
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Marsha PerelmanPresident & Trustee
Joseph NeubauerAssistant Treasurer & Trustee
Aileen Kennedy RobertsEx-officio Trustee
Michael SternbergSecretary & Trusteee
John AlchinTreasurer & Trustee
Alexander Sc RowerTrustee
Deborah HayesTrustee
Elizabeth WarshawerTrustee
Fairfax DornTrustee
Rirkrit TiravanijaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Lf Driscoll CompanyConstruction Managers401 E CITY AVENUE 500, Bala Cynwyd, PA 19004$4,401,943
BallingerArchitects833 CHESTNUT ST STE 1400, Philadelphia, PA 19107$1,564,020
Herzog & De MeuronArchitects199 LAFAYETTE ST STE 5B, New York, NY 10012$1,132,004
Aegis Property GroupOwner's Representative325 CHESTNUT ST STE 710, Philadelphia, PA 19106$372,625
Karlssonwilker INCDesign Studio682 WOODWARD AVENUE, Queens, NY 11385$110,513
Revenue and Support

Revenue Composition

Contributions and Grants
$21,732,956
Program Service Revenue
$0
Investment Income
$461,291
Other Revenue
$0
All Other Contributions
$19,302,749
Change in Net Assets
$21,699,333

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,180,164
Revenue Not Reported on Financial Statements
$14,083
Revenue Not Reported on Form 990
$29,931
Total Revenue per Audited Statements
$22,210,095
Total Revenue per Form 990
$22,194,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$494,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising-$175,513-$175,513
Fees for Services Management-$100,000-$100,000
Fees for Services Other-$88,998-$88,998
Insurance$63,140--$63,140
Fees for Services Legal-$26,047-$26,047
Fees for Service Investment Mgmnt Fees-$14,083-$14,083
Travel-$9,766-$9,766
Office Expenses-$9,177-$9,177
Fees for Services Accounting-$8,190-$8,190
Total Functional Expenses$63,140$431,774$0$494,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$494,914
Expenses per Audited Statements$480,831
Total Expenses per Audited Statements$480,831
Expenses Not Reported on Financial Statements$14,083
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 draft will be emailed to all board members in advance of filing for review.”

Form 990, Part VI, Section B, Line 12C

“Each year all directors, officers, trustees and key employees are reminded of their obligations to comply with the conflict of interest policy at the organization's annual meeting and periodically at other times during the year.”

Form 990, Part VI, Section C, Line 19

“Cp 2023's by-laws, charter, financial statements and certain other governing documents (e.g., conflict of interest policy), are available for review upon request for the same period of disclosure as set forth in section 6104(d), directed to the following: general counsel (a member of management), barnes foundation, 2025 benjamin franklin parkway, philadelphia, 19130.”

Filing and Contact Details

Filer

Filer Name
Cp 2023
EIN
85-2458469
Phone
2152787027
Address
2025 BENJAMIN FRANKLIN PKWY, PHILADELPHIA, PA 19130
Doing Business As
Calder Gardens

Signing Officer

Name
Maryanne Murphy
Title
Chief Financial Officer
Phone
2152787027
Signed
2025-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Perelman
Formed
2020
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Wipfli Llp
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Communications fees: program service expenses 0. Management and general expenses 43,421. Fundraising expenses 0. Total expenses 43,421. Other consulting: program service expenses 0. Management and general expenses 45,577. Fundraising expenses 0. Total expenses 45,577.”

FORM 990, PART XI, LINE 9:

“Restatement of unconditional contribu receivable & related contribu revenue 966,000.”

Financial Statement Notes

PART X, LINE 2:

“The organization has reviewed its tax positions and has concluded that no liability for unrecognized tax benefits should be recorded related to uncertain tax positions taken on federal tax returns for the last three years filed.”

Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01672842
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04038333
IRS990/AccountsReceivableGrp/BOYAmt0239658
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RAISE FUNDS TO BUILD A FACILITY DEDICATED TO THE ART OF THE CALDER FAMILY.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0175513
IRS990/AdvertisingGrp/TotalAmt0175513
IRS990/AllOtherContributionsAmt019302749
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARYANNE MURPHY
IRS990/BooksInCareOfDetail/PhoneNum02152787020
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02025 BENJAMIN FRANKLIN PKWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019130
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01954078
IRS990/CashNonInterestBearingGrp/EOYAmt02169334
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt04401943
IRS990/ContractorCompensationGrp/CompensationAmt11564020
IRS990/ContractorCompensationGrp/CompensationAmt21132004
IRS990/ContractorCompensationGrp/CompensationAmt3372625
IRS990/ContractorCompensationGrp/CompensationAmt4110513
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0401 E CITY AVENUE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1833 CHESTNUT ST STE 1400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2199 LAFAYETTE ST STE 5B
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3325 CHESTNUT ST STE 710
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4682 WOODWARD AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BALA CYNWYD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PHILADELPHIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PHILADELPHIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4QUEENS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd119107
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210012
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd319106
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd411385
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LF DRISCOLL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BALLINGER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HERZOG & DE MEURON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3AEGIS PROPERTY GROUP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4KARLSSONWILKER INC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION MANAGERS
IRS990/ContractorCompensationGrp/ServicesDesc1ARCHITECTS
IRS990/ContractorCompensationGrp/ServicesDesc2ARCHITECTS
IRS990/ContractorCompensationGrp/ServicesDesc3OWNER'S REPRESENTATIVE
IRS990/ContractorCompensationGrp/ServicesDesc4DESIGN STUDIO
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021732956
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0461291
IRS990/CYOtherExpensesAmt0494914
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt021699333
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0494914
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022194247
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EXPENDITURES TO DESIGN AND CONSTRUCT A FACILITY FOR THE DISPLAY OF ARTWORK CREATED BY THE CALDER FAMILY OF ARTISTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CALDER GARDENS
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt019876127
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt042571391
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt063140
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08190
IRS990/FeesForServicesAccountingGrp/TotalAmt08190
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt026047
IRS990/FeesForServicesLegalGrp/TotalAmt026047
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0100000
IRS990/FeesForServicesManagementGrp/TotalAmt0100000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt088998
IRS990/FeesForServicesOtherGrp/TotalAmt088998
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014083
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014083
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHA PERELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN ALCHIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH NEUBAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL STERNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4FAIRFAX DORN
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBORAH HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm6ALEXANDER SC ROWER
IRS990/Form990PartVIISectionAGrp/PersonNm7RIRKRIT TIRAVANIJA
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH WARSHAWER
IRS990/Form990PartVIISectionAGrp/PersonNm9AILEEN KENNEDY ROBERTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASSISTANT TREASURER & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY & TRUSTEEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX-OFFICIO TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-17772
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt02430207
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022212019
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt063140
IRS990/InsuranceGrp/TotalAmt063140
IRS990/InvestmentIncomeGrp/ExclusionAmt0479063
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0479063
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09748391
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029454755
IRS990/LandBldgEquipCostOrOtherBssAmt029454755
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017772
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RAISE FUNDS TO SUPPORT THE MISSION OF THE BARNES FOUNDATION AND TO CONSTRUCT A FACILITY TO SHOWCASE THE WORKS OF THE CALDER FAMILY OF ARTISTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019876127
IRS990/NetAssetsOrFundBalancesEOYAmt042571391
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-17772
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17772
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt029931
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09177
IRS990/OfficeExpensesGrp/TotalAmt09177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0966000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04809637
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052616
IRS990/PrincipalOfficerNm0MARSHA PERELMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09364944
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0143334
IRS990/PYOtherExpensesAmt073374
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09434904
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt073374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09508278
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt021699333
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09606842
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010123382
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236000149
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE BARNES FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0100000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt029454755
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt029454755
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014083
IRS990ScheduleD/ExpensesSubtotalAmt0480831
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014083
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014083
IRS990ScheduleD/NetUnrealizedGainsInvstAmt029931
IRS990ScheduleD/RevenueNotReportedAmt029931
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014083
IRS990ScheduleD/RevenueSubtotalAmt022180164
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON FEDERAL TAX RETURNS FOR THE LAST THREE YEARS FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029454755
IRS990ScheduleD/TotalExpensesPerForm990Amt0494914
IRS990ScheduleD/TotalRevenuePerForm990Amt022194247
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022210095
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0480831
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 DRAFT WILL BE EMAILED TO ALL BOARD MEMBERS IN ADVANCE OF FILING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR ALL DIRECTORS, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATIONS TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AT THE ORGANIZATION'S ANNUAL MEETING AND PERIODICALLY AT OTHER TIMES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CP 2023'S BY-LAWS, CHARTER, FINANCIAL STATEMENTS AND CERTAIN OTHER GOVERNING DOCUMENTS (E.G., CONFLICT OF INTEREST POLICY), ARE AVAILABLE FOR REVIEW UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D), DIRECTED TO THE FOLLOWING: GENERAL COUNSEL (A MEMBER OF MANAGEMENT), BARNES FOUNDATION, 2025 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, 19130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNICATIONS FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,421. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,421. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESTATEMENT OF UNCONDITIONAL CONTRIBU RECEIVABLE & RELATED CONTRIBU REVENUE 966,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE BARNES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0236000149
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02025 BENJAMIN FRANKLIN PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019130
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,609,724
Liabilities
$4,038,333
Net assets
$42,571,391
Revenue
$22,194,247
Expenses
$494,914
Net income
$21,699,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$83.3$5.77$77.5$36.7$1.81$34.9
2024Detailed filing. Detailed filing data is available for this year.$46.6$4.04$42.6$22.2$0.49$21.7
2023Detailed filing. Detailed filing data is available for this year.$21.5$1.67$19.9$9.51$0.07$9.43
2022Detailed filing. Detailed filing data is available for this year.$13.4$2.92$10.4$7.94$0.33$7.61
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.86$2.83$2.93$0.09$2.83