Form 990 for tax year 2023
Filed by BARNES FOUNDATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 25 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $10,715,947 changed to $26,657,859
- Total expenses
- $15,172,107 changed to $32,023,620
- Contributions and grants received
- $4,717,818 changed to $16,704,304
- Grants paid
- $0 changed to $291,283
- Program service revenue
- $3,010,067 changed to $2,945,228
- Investment income
- $2,508,608 changed to $4,724,901
- Other revenue
- $479,454 changed to $2,283,426
- Total assets, end of year
- $228,076,186 changed to $235,569,044
- Total liabilities, end of year
- $2,611,689 changed to $2,322,405
- Net assets or fund balances, end of year
- $225,464,497 changed to $233,246,639
- Program services expenses
- $10,642,013 changed to $20,904,488
- Management and general expenses
- $2,823,866 changed to $7,823,369
- Fundraising expenses
- $1,706,228 changed to $3,295,763
- Program service expenses (Part III)
- $10,642,013 changed to $20,904,488
Listed only on the earlier return
- MARGARET B ZMINDA
- PAMELA D BUNDY
Listed only on the later return
- EMILY CAVANAGH
- MARGARET B ZMINDA THRU 1223
- MARYANNE MURPHY
- NANCY IRESON PHD
- NINA DIEFENBACH
- PAMELA BUNDY
- SHERONDA WHITAKER
- STEVEN BRADY
- WILLIAM CARY
Listed under a different title
- DAVID A FLEISCHNER: TRUSTEE then TREASURER (BEG 1/24), TRUSTEE
- SARA GEELAN: DEP DIR, GEN COUNSEL, ASST SECRETARY then DEP DIR, GEN COUNSEL, ASST. SECRETARY
- STEPHEN J HARMELIN ESQ: TREASURER, TRUSTEE then TREASURER, TRUSTEE (THRU 12/23)
Totals
- Total revenue
- $10,715,947
- Total expenses
- $15,172,107
- Contributions and grants received
- $4,717,818
- Grants paid
- $0
- Program service revenue
- $3,010,067
- Investment income
- $2,508,608
- Other revenue
- $479,454
- Total assets, end of year
- $228,076,186
- Total liabilities, end of year
- $2,611,689
- Net assets or fund balances, end of year
- $225,464,497
- Program services expenses (Part IX)
- $10,642,013
- Management and general expenses
- $2,823,866
- Fundraising expenses
- $1,706,228
- Program service expenses (Part III)
- $10,642,013
Program services were 70.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN J AGLIALORO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ARMANDO I BENGOCHEA PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHELDON M BONOVITZ ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PAMELA D BUNDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY E DEAVENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID A FLEISCHNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY A HONICKMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN H MCFADDEN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH NEUBAUER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHRISTINE POGGI PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AILEEN KENNEDY ROBERTS
CHAIR, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN R ALCHIN
VICE CHAIR, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEPHEN J HARMELIN ESQ
TREASURER, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
THE HON JACQUELINE F ALLEN
SECRETARY, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
THOMAS COLLINS
EXECUTIVE DIRECTOR & PRESIDENT
- Total calculated
- $0
- Hours/week
- 40
-
SARA GEELAN
DEP DIR, GEN COUNSEL, ASST SECRETARY
- Total calculated
- $0
- Hours/week
- 40
-
MARGARET B ZMINDA
EXECUTIVE VP, CFO & COO
- Total calculated
- $0
- Hours/week
- 32
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MUSEUM PLANNING · PA · controlled entity
Directly controlled by THE BARNES FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 February 2024
- IRS schema version
- 2023v4.0
- Source object
- 202420589349300937
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