2025-11-14T06:58:00-06:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2024-01-01 250965280 CARNEGIE INSTITUTE CARN 4126223301 4400 FORBES AVENUE PITTSBURGH PA 152134080 STEVEN KNAPP PRESIDENT/CEO 4126223335 2025-11-13 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z CARNEGIE MUSEUMS OF PITTSBURGH STEVEN KNAPP 4400 FORBES AVENUE PITTSBURGH PA 152134080 123208612 0 X WWW.CARNEGIEMUSEUMS.ORG X 1926 PA FOUNDED BY ANDREW CARNEGIE IN 1895, CARNEGIE MUSEUMS OF PITTSBURGH IS A COLLECTION OF FOUR DISTINCTIVE MUSEUMS DEDICATED TO EXPLORATION THROUGH ART AND SCIENCE: CARNEGIE MUSEUM OF ART, CARNEGIE MUSEUM OF NATURAL HISTORY, CARNEGIE SCIENCE CENTER AND THE ANDY WARHOL MUSEUM.IN 2024, THE MUSEUMS REACHED 1,259,674 PEOPLE THROUGH EXHIBITIONS, EDUCATION PROGRAMS, OUTREACH ACTIVITIES, AND SPECIAL EVENTS. 42 41 1111 1013 744305 332632 34215256 67146141 18721056 20255466 16368558 24945583 3911481 3646597 73216351 115993787 0 0 0 0 40014144 42683320 0 0 7699475 44144600 40685699 84158744 83369019 -10942393 32624768 592986844 649140264 24547575 21348388 568439269 627791876 X TO PRESERVE AND EXPAND THE RESOURCES OF ART AND SCIENCE AS AGENTS OF PERSONAL GROWTH AND SOCIAL ADVANCEMENT IN PITTSBURGH AND BEYOND. 0 0 47091779 22569312 EXHIBITIONS:THE CARNEGIE INSTITUTE COMPRISES FOUR DIVERSE, DYNAMIC MUSEUMS INCLUDING THE CARNEGIE MUSEUM OF ART (CMOA), THE CARNEGIE MUSEUM OF NATURAL HISTORY (CMNH), THE CARNEGIE SCIENCE CENTER (CSC), AND THE ANDY WARHOL MUSEUM (AWM). THROUGHOUT 2024, EACH MUSEUM OFFERED A RICH AND DIVERSE ROSTER OF EXHIBITIONS AND PROGRAMS. SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EXHIBIT INITIATIVES.THE CARNEGIE INSTITUTE OFFERS MEMBERSHIPS AT A REDUCED RATE OR FOR FREE TO VARIOUS GROUPS IN THE COMMUNITY, INCLUDING FAMILY ACCESS MEMBERSHIPS, TEEN MEMBERSHIPS, AND ORGANIZATIONAL OUTREACH MEMBERSHIPS (THE LAST OF THESE FOR CLIENTS OF PUBLIC-SERVING NON-PROFIT ORGANIZATIONS).THE ANDY WARHOL MUSEUMTHE ANDY WARHOL MUSEUM (AWM) IS THE MOST COMPREHENSIVE SINGLE ARTIST MUSEUM IN THE WORLD, ILLUMINATING THE ART, LIFE, AND TIMES OF ONE OF THE MOST INFLUENTIAL AMERICAN ARTISTS OF THE 20TH CENTURY. THE MUSEUM EXPLORES THE WORLD THROUGH THE LENS OF WARHOL'S LIFE AND WORK, MOUNTING INNOVATIVE ORIGINAL EXHIBITIONS AND THOUGHT-PROVOKING TRAVELING EXHIBITIONS, PRESENTING GENRE-BASED PERFORMANCES, AND SHOWCASING UP AND COMING ACTS, INCLUDING YOUNG ARTISTS FROM PITTSBURGH, WARHOL'S HOMETOWN. IN MAY 2024, AWM COMMEMMORTED ITS 30TH ANNIVERSARY WITH A PREVIEW OF ITS KAWS+WARHOL EXHIBITION,ATTENDED BY MORE THAN 400 PEOPLE, A SOLD-OUT GALA AT CARRIE BLAST FURNACES, AND A COMMUNITY FREE DAY THAT WELCOMED 1000 VISITORS. THE POP DISTRICT, AN INITIATIVE TO TRANSFORM A SIX-BLOCK SECTION OF THE NORTH SHORE SURROUNDING THE MUSEUM, MADE SIGNIFICANT PROGRESS IN 2024, INCLUDING OBTAINING CITY APPROVAL FOR ITS PLAN TO BUILD A CREATIVE ARTS CENTER THAT WILL HOST LIVE PERFORMANCES AND EVENTS. IN 2024, THE MUSEUM WELCOMED 159,877 VISITORS.THE CARNEGIE SCIENCE CENTER - CSC (RENAMED THE DANIEL G. AND CAROLE L. KAMIN CENTER IN SEPTEMBER 2025)TITANIC, THE ARTIFACT EXHBITION, WHICH THE CSC HOSTED FROM OCTOBER 2023 TO APRIL 2024 SET AN ALLTIME ATTENDANCE RECORD FOR TRAVELING EXHIBITS, WITH 140,000 VISITORS. IN MAY 2024, CSC OPENED ANOTHER TRAVELING EXHIBITION, THE SCIENCE BEHIND PIXAR, WHICH EXPLORED THE MAKING OF PIXAR'S AWARD-WINNING FILMS THROUGH 50 INTERACTIVE ACTIVITIES. ATTENDANCE REACHED 606,148 IN 2024. ALSO IN 2024, CSC RECEIVED A TRANFORMATIONAL GIFT FROM DANIEL G. AND CAROLE L. KAMIN, SETTING THE STAGE FOR MAJOR NEW INITIATIVES AND RESULTING IN ITS RENAMING AS THE KAMIN SCIENCE CENTER IN 2025. CARNEGIE MUSEUM OF ARTCARNEGIE MUSEUM OF ART (CMOA) HOUSES A COLLECTION OF MORE THAN 30,000 ARTWORKS, RANGING FROM CLASSIC TO CONTEMPORARY. IN 2024, CMOA PRESENTED SEVERAL SPECIAL EXHIBITIONS AND ACCOMPANYING PROGRAMMING THAT DREW INSPIRATION FROM THE NEXUS OF ART, ECOLOGY, AND THE NATURAL ENVIRONMENT AND SITUATED LOCAL PERSPECTIVES WITHIN A BROADER PICTURE OF THE WORLD TODAY. THESE EXHIBITS INCLUDED "EVERLASTING PLASTICS," "MARIE WATT: LAND STITCHES WATER SKY," "WIDENING THE LENS: PHOTOGRAPHY, ECOLOGY, AND THE CONTEMPORARY LANDSCAPE, AND "BEATE KUHN: TURN." ADDITIONALLY, THE MUSEUM OPENED A NEW GALLERY SPACE DEDICATED TO THE LIFE AND WORK OF ICONINC PITTSBURGH PHOTOGRAPHER CHARLES "TEENIE" HARRIS. ATTENDANCE FOR 2024 REACHED 193,166.CARNEGIE MUSEUM OF NATURAL HISTORYCARNEGIE MUSEUM OF NATURAL HISTORY (CMNH) CONTINUES TO BE RANKED AS ONE OF THE TOP NATURAL HISTORY MUSEUMS IN THE COUNTRY. IT MAINTAINS, PRESERVES, AND INTERPRETS AN EXTRAORDINARY COLLECTION OF MORE THAN 22 MILLION OBJECTS AND SCIENTIFIC SPECIMENS USED TO BROADEN THE UNDERSTANDING OF EVOLUTION, CONSERVATION, AND BIODIVERSITY. CMNH OPENED "THE STORIES WE KEEP: CONSERVING OBJECTS FROM ANCIENT EGYPT," IN MARCH 2024, WHICH FEATURED MORE THAN 80 OBJECTS AND GAVE VISITORS A FIRST-HAND LOOK AT HOW IT CARES FOR ANCIENT ARTIFACTS. IN JULY, THE MUSEUM CELEBRATED THE 125TH ANNIVERSARY OF THE DISCOVERY OF DIPLODOCUS CARNEGII (AKA DIPPY) WITH EVENTS THAT INCLUDED A TEEN NIGHT, A 21+ NIGHT, AND A MUSEUM MEMBERS CELEBRATION. ATTENDANCE FOR 2024 REACHED 300,483. 20182191 2123463 EDUCATION:EACH OF THE FOUR MUSEUMS HAS DEDICATED PROFESSIONALS FOCUSED ON PROVIDING RICH EDUCATIONAL EXPERIENCE TO ITS VISITORS AS WELL AS LOCAL SCHOOLS AND OTHER OFF-SITE PARTNERS.SEE SCHEDULE O FOR HIGHLIGHTS OF EACH MUSEUM'S EDUCATION INITIATIVES.THE ANDY WARHOL MUSEUMTHE WARHOL CREATIVE, THE POP DISTRICT'S BOUTIQUE PRODUCTION STUDIO, PROVIDED WORKFORCE OPPORTUNITIES FOR THE COMMUNITY, WITH MORE THAN 200 LOCAL AND NATIONAL CLIENTS, AND PRODUCED ITS FIRST FEATURE DOCUMENTARY, WHICH TELLS THE 10 YEAR STORY OF THE LGBTQ+ YOUTH PROM. ADDITIONALLY, 600 PARTICIPANTS COMPLETED WORKFORCE DEVELOMENT PROGRAMS THROUGH THE WARHOL ACADEMY, INCLUDING 60 PAID FELLOWS IN DIGITAL CONTENT CREATION AND FILMMAKING/POST-PRODUCTION AND 200 PAID HIGH SCHOOL-AGED PROGRAM PARTICIPANTS. THE POP DISTRICT ALSO ACQUIRED A LICENSE BY THE COMMONWEALTH OF PENNSYLVANIA'S DEPARTMENT OF EDUCATION TO GRANT FREE DIPLOMAS FOR PROFSSIONAL SEEKING POST-SECONDARY TRAINING IN DIGITAL MARKETING, AVERAGING MORE THAN 40 GRADUATES.THE CARNEGIE SCIENCE CENTER - CSC (RENAMED THE DANIEL G. AND CAROLE L. KAMIN CENTER IN SEPTEMBER 2025)CARNEGIE SCIENCE CENTER INSPIRES CURIOSITY AND CONNECTS SCIENCE AND TECHNOLOGY TO EVERYDAY LIFE. RECOGNIZED AS A LEADER IN PROMOTING LITERACY IN STEM, CSC IS DEDICATED TO NURTURING THE NEXT GENERATION OF INNOVATORS AND LEADERS WHO WILL RISE TO MEET TOMORROW'S WORKFORCE NEEDS. THROUGHOUT 2024, THE CENTER FOR STEM EDUCATION AND CAREER DEVLOPMENT AT CSC SERVED NEARLY 70,000 STUDENTS AND EDUCATORS THROUGH IN-PERSON AND VIRTUAL EVENTS AND COMPETITIONS, ON-SITE AND OUTREACH EDUCTIONAL EXPERIENCES AND PROGRAMS FOR PREK-12 STUDENTS, AND AUTHENTIC MENTORING AND INTERNSHIP PROGRAMS.CARNEGIE MUSEUM OF ARTONE OF THE MOST DYNAMIC MAJOR ART INSTITUTIONS IN THE COUNTRY, CMOA SERVES BOTH AS A STRATEGIC PARTNER IN REGIONAL EDUCATION INITIATIVES, AND A NATIONAL LEADER IN TRAINING EDUCATORS TO USE ART MUSEUM VISITS TO BUILD 21ST CENTURY LEARNING SKILLS. NEIGHBORHOOD MUSEUM CONTINUED TO FOSTER BELONGING AND CULTURAL CONNECTION FOR PITTSBURGH'S REFUGEE POPULATION. REFUGEE FAMILIES WERE GIVEN AN ORIENTATION SESSION TO THE MUSEUM IN THEIR HOME LANGUAGE, WHICH INCLUDED AN ART-MAKING WORKSHOP AND COMPLIMENTARY ANNUAL MEMBERSHIPS IN ALL FOUR MUSEUMS. PROGRAM PARICIPANTS ALSO RECEIVED A LIBRARY CARD AND TRANSLATED MATERIALS. MUSEUM MAKERS, A WEEKLY STUDIO-BASED PROGRAM, PROVIDED ART MAKING, DISCUSSION, AND SENSORY EXPERIENCES FOR YOUNG AND SCHOOL-AGE CHILDREN, STIMULATING PROBLEM-SOLVING AND INTEGRATING LEARNING FROM OTHER AREAS OF EDUCATION SUCH AS MATH AND READING.CARNEGIE MUSEUM OF NATURAL HISTORYCMNH GENERATES NEW SCIENTIFIC KNOWLEDGE, ADVANCES SCIENCE LITERACY, AND INSPIRES VISITORS OF ALL AGES TO BECOME PASSIONATE ABOUT SCIENCE, NATURE, AND WORLD CULTURES. DIPPY 125 INCLUDED A RESEARCH SYMPOSIUM ON THE DISCOVERY AND EVOLUTION OF THE DIPLODOCUS CARNEGII, AND A BEHIND THE SCENES TOUR OF THE VERTEBRATE PALEONTOLOGY COLLECTION. 67273970 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 476 0 1 1111 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 42 41 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AR CA IL MD MA MI MN NJ NY NC OH VA WV CT OK RI SC CO WI X BETH WRIGHT 4126223301 4400 FORBES AVENUE PITTSBURGH PA 15213 STEVEN KNAPP PRESIDENT/CHIEF EXECUTIVE OFFICER 45.00 X X 519908 0 52552 GEOVETTE E WASHINGTON TRUSTEE: CHAIRMAN 3.00 X X 0 0 0 KANIKA BLUE CAPEL TRUSTEE 3.00 X 0 0 0 JOHN A BARBOUR TRUSTEE 3.00 X 0 0 0 RAYMOND T BETLER TRUSTEE 2.00 X 0 0 0 HELEN M BILLAK TRUSTEE 3.00 X 0 0 0 KEVIN L CARTER TRUSTEE EX OFFICIO (EXITED 1/17/24) 1.00 X 0 0 0 PATRICK J CATENA TRUSTEE EX OFFICIO 1.00 X 0 0 0 LOUIS R CESTELLO TRUSTEE 2.00 X 0 0 0 NOLAND J CHEUNG TRUSTEE 2.00 X 0 0 0 JEFFER M CHOUDHRY TRUSTEE 2.00 X 0 0 0 KENYOKEE C CROWELL TRUSTEE 2.00 X 0 0 0 DEBORAH G DICK TRUSTEE 3.00 X 0 0 0 CHARLES H DOUGHERTY JR TRUSTEE 3.00 X 0 0 0 CAROLYN DURONIO TRUSTEE 2.00 X 0 0 0 EVAN S FRAZIER TRUSTEE 2.00 X 0 0 0 WILLIAM GENERETT JR ESQUIRE TRUSTEE 2.00 X 0 0 0 CINDY AKERS GERBER TRUSTEE 2.00 X 0 0 0 GRANT GITTLEN TRUSTEE EX OFFICIO (ENTERED 6/7/24) 2.00 X 0 0 0 JOSEPH C GUYAUX TRUSTEE 2.00 X 0 0 0 WILLIAM E HUNT TRUSTEE 2.00 X 0 0 0 ELLEN P KESSLER TRUSTEE 3.00 X 0 0 0 JENNIFER M LIPTAK TRUSTEE EX OFFICIO (EXITED 6/7/24) 2.00 X 0 0 0 LEAH L LIZARONDO TRUSTEE (EXITED 1/4/24) 1.00 X 0 0 0 WARNER N MACLIN III JD TRUSTEE (ENTERED 6/7/24) 2.00 X 0 0 0 CHRISTOPHER MARTIN TRUSTEE 2.00 X 0 0 0 DAVID M MARTIN TRUSTEE 3.00 X 0 0 0 ALICE B MITINGER TRUSTEE 2.00 X 0 0 0 KENNEDY B NELSON TRUSTEE 3.00 X 0 0 0 ALBERT J NEUPAVER TRUSTEE 2.00 X 0 0 0 DEMETRIOS T PATRINOS TRUSTEE 3.00 X 0 0 0 MARY ELLEN POOLE TRUSTEE 2.00 X 0 0 0 MICHAEL K POPPER TRUSTEE 3.00 X 0 0 0 DAVID L PORGES TRUSTEE 3.00 X 0 0 0 SAM REIMAN TRUSTEE 2.00 X 0 0 0 JOHN M RUSCETTI CFA TRUSTEE 2.00 X 0 0 0 SARAH SIMMER TRUSTEE (ENTERED 6/7/24) 3.00 X 0 0 0 JANERA SOLOMON TRUSTEE EX OFFICIO 2.00 X 0 0 0 JAMES SPENCER TRUSTEE 3.00 X 0 0 0 JOAN R STEPHANS TRUSTEE 2.00 X 0 0 0 ERICA STRASSBURGER TRUSTEE EX OFFICIO 2.00 X 0 0 0 DEVON L TALIAFERRO TRUSTEE (ENTERED 1/17/24) 2.00 X 0 0 0 CHRISTINE J TORETTI TRUSTEE 2.00 X 0 0 0 CHRISTOPHER TURNER TRUSTEE (ENTERED 6/7/24) 2.00 X 0 0 0 WALTER W TURNER TRUSTEE (EXITED 6/7/24) 2.00 X 0 0 0 THOMAS L VANKIRK TRUSTEE 3.00 X 0 0 0 KEVIN HILES CHIEF OPERATING OFFICER/EXECUTIVE VP 45.00 X 307011 0 48878 GRETCHEN BAKER DIRECTOR CMNH & VP CARNEGIE MUSEUMS 45.00 X 270373 0 28428 ERIC CROSBY DIRECTOR CMOA & VP CARNEGIE MUSEUMS 45.00 X 272155 0 18328 JASON BROWN DIRECTOR CSC & VP CARNEGIE MUSEUMS 45.00 X 276375 0 23133 PATRICK MOORE DIRECTOR AWM (RESIGNED 5/31/24) 45.00 X 144916 0 14126 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 45.00 X 247835 0 25015 MARIA BERNIER SENIOR VP & CHIEF LEGAL OFFICER 45.00 X 265394 0 23214 RACHEL BARON-HORN INTERIM DIR. AWM (ENTERED 5/31/24) 45.00 X 171738 0 25821 EDWARD MOTZNIK VP TECHNOLOGY 45.00 X 193029 0 21997 CAREY MILLER VP DEVELOPENT 45.00 X 282794 0 11231 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 45.00 X 227364 0 14311 GINA WINSTEAD VP CULTURE AND COMMUNITY 45.00 X 219057 0 23330 ANTHONY YOUNG VP FACILITIES PLANNING & OPERATIONS 45.00 X 179852 0 28341 BRIAN HARKINS VP HUMAN RESOURCES 45.00 X 185360 0 29934 JASON ZELINKO AVP INSTITUTIONAL PARTNERS 45.00 X 182847 0 5355 3946008 0 393994 54 0 1 0 VOLPATT CONSTRUCTION CORPORATION 100 CASTLEVIEW ROAD PITTSBURGH PA 15234 CONSTRUCTION 4283687 UNIVERSAL PROTECTION SEVICE LP PO BOX 828854 PHILADELPHIA PA 191828854 BUILDING SECURITY SERVICES 4081750 DESMONE & ASSOCIATES 3400 BUTLER STREET PITTSBURGH PA 15201 ARCHITECTS 1299089 EFFICIENCY NETWORK 1501 REEDSDALE ST STE 401 PITTSBURGH PA 15233 BUILDING ENERGY CONSULTANTS 959298 CULINAIRE INTERNATIONAL 8303 ELMBROOK ROAD DALLAS TX 75247 FOOD SERVICE 812539 27 3438253 900248 454355 5748453 56604832 1184714 67146141 ADMISSIONS 713990 11282568 11282568 TUITIONS 713990 2123462 2123462 SPONSORSHIP FEES 713990 1834000 1834000 DIGITAL CONTENT FEES 713990 897867 897867 MEMBERSHIPS 713990 640743 640743 3476826 3428621 48205 20255466 6498351 338093 6160258 2748 2748 5361779 2075366 3286413 3286413 2928406 358007 18989779 542547 18447232 18447232 18447232 187515 900248 980975 -793460 -793460 4766833 3615937 1150896 1150896 115993787 22452563 744305 25650778 3244247 1245391 1704832 294024 112436 112436 31615434 23730620 3302636 4582178 684724 485565 102908 96251 4527173 3570283 409967 546923 2499306 1849344 297219 352743 222380 159051 61449 1880 174188 174188 61564 61564 384050 384050 3109941 2768779 280991 60171 1043735 920184 13096 110455 2628532 1994884 213175 420473 2290088 1641506 301076 347506 4430127 4259916 132755 37456 984616 785951 79150 119515 112040 88057 8621 15362 469926 63568 406358 7025881 6815104 140518 70259 965274 945679 13063 6532 EXHIBTIONS/PRODUCTION 5736712 5655179 39235 42298 FACILITIES OTHER 5129747 5115864 11425 2458 COLLECTIONS/PURCHASES 2711275 2708497 2413 365 REPAIRS & MAINTENANCE 867243 866088 365 790 2338380 1492024 254520 591836 83369019 67273970 8395574 7699475 32451 34950 16104952 51586091 16255599 22545612 2444952 2485363 1083399 1013551 2535173 2035430 228960657 141444398 86784728 87516259 334918048 347742655 132827542 134180353 592986844 649140264 12584962 9455305 217613 148083 11745000 11745000 24547575 21348388 X 119433225 133364684 449006044 494427192 568439269 627791876 592986844 649140264 32624768 26727839 0 X X 0 1 X 1 1 1 X 36427047 47658681 40914084 34215256 39713507 198928575 36427047 47658681 40914084 34215256 39713507 198928575 43855172 155073403 3596648 5074204 5343414 4562998 6487863 25065127 476584 3354392 274347 310314 332632 4748269 228741971 121250280 0.67790 0.71530 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNUSUAL GIFT DATE: 12/31/24 AMOUNT: 25000328. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61564 61564 83307455 83369019 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 62030 125816 131107 61564 380517 250000 250000 250000 250000 1000000 1500000 X X X X 0 451208323 3784000 41275050 23438000 384050 472445323 414230323 5957000 53889157 22543000 325157 451208323 497673323 3064000 -65844141 20376000 286859 414230323 417069323 2003000 98418081 19423000 394081 497673323 376854323 1529000 58049260 19030000 333260 417069323 0.13400 0.85100 0.01500 1 1 1 7586525 7586525 182452524 110828255 71624269 38921608 30616143 8305465 87516259 LIMITED PARTNERSHIPS 134180353 F 134180353 X 149009855 26727840 6672278 33400118 115609737 384050 384050 115993787 89657248 6672279 6672279 82984969 384050 384050 83369019 PART III, LINE 1A: THE INSTITUTE'S COLLECTIONS INCLUDE MINERALS, ETHNOGRAPHIC ITEMS, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES DRAWINGS AND WATERCOLORS, DECORATIVE ARTS AND OTHER ARCHEOLOGICAL AND PALEONTOLOGICAL TREASURES. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THEY ARE ACQUIRED (APPROXIMATELY $2,668,915 IN 2024). CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN TEMPORARILY RESTRICTED NET ASSETS IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE USED FOR THE ACQUISITION OF COLLECTIONS. PART III, LINE 4: SEE DESCRIPTION ABOVE FOR PT. III LINE 1A. THE COLLECTIONS ARE CENTRAL TO OUR MISSION AS COLLECTOR, GUARDIAN AND INTERACTIVE PRESENTER OF CULTURAL AND SCIENTIFIC TREASURES AND IDEA PROMOTING GROWTH AND KNOWLEDGE FOR THINKING AND INQUISITIVE ADULTS AND CHILDREN. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO MEET THE INTENT OF DONOR RESTRICTIONS, PROVIDE A REASONABLE LEVEL OF DRAW FOR THE OPERATING NEEDS OF CARNEGIE INSTITUTE, AND TO ENHANCE THE PURCHASING POWER OF THE FUNDS CORPUS BY STRIVING FOR LONG-TERM GROWTH. PART X, LINE 2: THE INSTITUTE IS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND IS THEREFORE EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE IRC. THE INSTITUTE RECOGNIZES AND REPORTS INCOME TAX LIABILITIES ARISING FROM UNRELATED BUSINESS ACTIVITIES ON FEDERAL FORM 990-T. THE INSTITUTE'S STATEMENTS OF FINANCIAL POSITION AT DECEMBER 31, 2024 AND 2023 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE INSTITUTE HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE INSTITUTE ACCRUED TAX LIABILITIES OF $133,711 AND $120,803 RELATED TO ACTIVITY REPORTED ON IRS FORM 990-T FOR THE YEARS ENDED DECEMBER 31, 2024 AND DECEMBER 31, 2023. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEARS ENDED BEFORE DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,615,937. COST OF RENTALS 2,075,366. COST OF FUNDRAISING 980,975. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,615,937. COST OF RENTALS 2,075,366. COST OF FUNDRAISING 980,976. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GIFTS RECEIVED GENERAL EDUCATION EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 25662 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES REVENUE EXHIBITS & VIDEO RENTALS EAST ASIA AND THE PACIFIC 0 0 GIFTS RECEIVED AWM GALA AND OPERATING SUPPORT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 83301 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE REVENUE EXIBITS, VIDEO RENTALS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 366 NORTH AMERICA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 15756 NORTH AMERICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS NORTH AMERICA 0 0 PROGRAM SERVICE REVENUE VIDEO RENTAL SOUTH AMERICA 0 0 PROGRAM SERVICES EXHIBIT & RESEARCH TRAVEL 100000 SOUTH AMERICA 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH & EXHIBIT TRAVEL 1004 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GIFTS RECEIVED CARNEGIE INT ADVISORY BOARD, AWM 24 PORTRAIT SOCIETY, CARNEGIE MAGAZINE EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE REVENUE MEMBERSHIPS NORTH AMERICA 0 0 PROGRAM SERVICES REVENUE MEMBERSHIPS SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH & EXHIBIT TRAVEL 13696 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 7490991 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2480921 NORTH AMERICA 0 0 INVESTMENTS 2675189 0 0 0 0 0 0 109329 12777557 12886886 1 0 1 0 1 0 AWM 30TH GALA 745600 608510 137090 366500 136167 96000 115607 CMOA ARTPARTY 221500 189895 31605 9704 70882 39000 1 120663 101843 18820 77675 69440 1087763 900248 187515 376204 284724 96000 224047 980975 -793460 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 STEVEN KNAPP PRESIDENT/CHIEF EXECUTIVE OFFICER 496846 0 17500 0 5562 0 13261 0 39291 0 572460 0 0 0 KEVIN HILES CHIEF OPERATING OFFICER/EXECUTIVE VP 296347 0 7500 0 3164 0 11994 0 36884 0 355889 0 0 0 JASON BROWN DIRECTOR CSC & VP CARNEGIE MUSEUMS 265404 0 10000 0 971 0 10709 0 12424 0 299508 0 0 0 GRETCHEN BAKER DIRECTOR CMNH & VP CARNEGIE MUSEUMS 264736 0 5000 0 637 0 7567 0 20861 0 298801 0 0 0 CAREY MILLER VP DEVELOPENT 279123 0 3000 0 671 0 7285 0 3946 0 294025 0 0 0 ERIC CROSBY DIRECTOR CMOA & VP CARNEGIE MUSEUMS 266733 0 5000 0 422 0 10720 0 7608 0 290483 0 0 0 MARIA BERNIER SENIOR VP & CHIEF LEGAL OFFICER 256445 0 7500 0 1449 0 4233 0 18981 0 288608 0 0 0 FRANK CARDIELLO TREASURER; VP FINANCE; CFO 239342 0 6000 0 2493 0 9721 0 15294 0 272850 0 0 0 GINA WINSTEAD VP CULTURE AND COMMUNITY 213739 0 5000 0 318 0 4204 0 19126 0 242387 0 0 0 NICOLE BECHTOLD ASSOCIATE GENERAL COUNSEL 223038 0 4000 0 326 0 8325 0 5986 0 241675 0 0 0 BRIAN HARKINS VP HUMAN RESOURCES 179232 0 5000 0 1128 0 7406 0 22528 0 215294 0 0 0 EDWARD MOTZNIK VP TECHNOLOGY 186184 0 5000 0 1845 0 7343 0 14654 0 215026 0 0 0 ANTHONY YOUNG VP FACILITIES PLANNING & OPERATIONS 173121 0 5000 0 1731 0 7159 0 21182 0 208193 0 0 0 RACHEL BARON-HORN INTERIM DIR. AWM (ENTERED 5/31/24) 167686 0 3500 0 552 0 6910 0 18911 0 197559 0 0 0 JASON ZELINKO AVP INSTITUTIONAL PARTNERS 179442 0 2800 0 605 0 4486 0 869 0 188202 0 0 0 PATRICK MOORE DIRECTOR AWM (RESIGNED 5/31/24) 138644 0 5000 0 1272 0 4936 0 9190 0 159042 0 0 0 PART I, LINE 1A CARNEGIE INSTITUTE PROVIDED REIMBURSEMENT FOR TWO EMPLOYEES, THE PRESIDENT, AND THE VP FOR ADVANCEMENT AND COMMUNITY ENGAGEMENT, FOR SOCIAL CLUB MEMBERSHIP FEES AND RELATED EXPENSES. DUES TO THE CLUB, AND RELATED EXPENSES DIRECTLY RELATED TO CARNEGIE INSTITUTE'S EXEMPT PURPOSES, ARE PAID IN ACCORDANCE WITH THE INSTITUTE'S ACCOUNTABLE PLAN. THE CLUB MEMBERSHIP IS CONSIDERED A REQUIRED RESOURCE TO PROVIDE AN OFF-SITE BUSINESS AND SOCIAL ENVIRONMENT TO MEET WITH TRUSTEES, DONORS, AND FOUNDATIONS. PART I, LINE 7 PERFORMANCE BONUSES PAID WERE CONSISTENT WITH CARNEGIE INSTITUTES'S COMPENSATION POLICIES. X 68 0 N/A X 55 1184714 FMV X 5434 0 N/A X WOOD BLOCKS FOR PRINTING 10 0 N/A 2 0 1 1 PART I, LINE 32B: UNRELATED THIRD PARTIES ARE USED TO SELL ITEMS AT PUBLIC SALES. PART I, LINE 33: THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT AS REVENUE IN ITS STATEMENT OF ACTIVITIES AND AS ASSETS IN ITS STATEMEMT OF FINANCIAL POSITION WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. SCHEDULE M, PART I, COLUMN (B): EXCEPT FOR LINE 9, PART I COLUMN (B) REFLECTS THE NUMBER OF ITEMS RECEIVED FROM 46 DONATIONS, 12 OF WHICH WERE REQUIRED TO BE ACKNOWLEDGED ON FORM 8283. PART I COLUMN (B) REFLECTS THE NUMBER OF INDIVIDUAL CONTRIBUTIONS OF STOCK. FORM 990, PART VI, SECTION A, LINE 2 FAMILY/BUSINESS RELATIONSHIPS BETWEEN OFFICER/DIRECTOR/KEY EMPLOYEE: TRUSTEES E. FRAZIER & C. DURONIO = BUSINESS; TRUSTEES E. FRAZIER & J. GUYAUX = BUSINESS; TRUSTEES C. DURONIO & J. GUYAUX = BUSINESS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS: THE BYLAWS OF CARNEGIE INSTITUTE PROVIDE FOR APPOINTMENT OF PUBLIC TRUSTEES BY ONE OF THE FOLLOWING PUBLIC OFFICIALS OR PUBLIC BODIES: MAYOR OF THE CITY OF PITTSBURGH, COUNTY EXECUTIVE OF ALLEGHENY COUNTY, CITY COUNCIL OF THE CITY OF PITTSBURGH, COUNTY COUNCIL OF ALLEGHENY COUNTY, AND THE BOARD OF PUBLIC EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B 11B - FORM 990 REVIEW PROCESS: THE CARNEGIE INSTITUTE CFO'S OFFICE IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH THE INSTITUTE'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPAS, THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE INSTITUTE AND THEN PRESENTED TO AND REVIEWED WITH THE AUDIT AND RISK MANAGEMENT COMMITTEE. FINALLY, THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT A SCHEDULED MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE: BYLAWS OF CARNEGIE INSTITUTE CONTAIN A PROVISION THAT REQUIRES EACH TRUSTEE, MEMBER OF A MUSEUM BOARD OR COMMITTEE, OFFICER AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE, ANNUALLY, THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE ORGANIZATION. THE PROCESS IS INITIATED IN THE SPRING OF EACH YEAR BY THE PRESIDENT SENDING A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE TO ABOVE RECIPIENTS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS. A SUMMARY OF THE PROCESS AND RESULTS IS COMMUNICATED TO THE AUDIT COMMITTEE AT A SCHEDULED MEETING AND FORWARDED TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION IS TAKEN ANNUALLY BY THE BOARD RELATIVE TO ACTUAL OR PERCEIVED CONFLICTS. THE MINUTES OF THE GOVERNING BOARD CONTAIN AN OFFICIAL RECORD OF THE PROCESS AND CONCLUSIONS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PROCESS - CARNEGIE INSTITUTE ADOPTED AN EXECUTIVE COMPENSATION POLICY AIMED AT PROVIDING A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION CONSISTENT WITH MARKET-BASED PERFORMANCE COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILL NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE INSTITUTE FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN THE LOCAL AREA TO BENCHMARK PAY, ALONG WITH DATA FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS AND PUBLISHED NOT-FOR-PROFIT SURVEYS. THE BOARD AUTHORIZES THE PRESIDENT, IN CONSULTATION WITH THE INDEPENDENT EXECUTIVE COMMITTEE (EC), TO ESTABLISH AN ORGANIZATIONAL JOB EVALUATION SYSTEM AND COMPENSATION POLICY. THE PRESIDENT ANNUALLY REVIEWS AND APPROVES MUSEUM/CORPORATE GOALS AND OBJECTIVES RELEVANT TO EXECUTIVES, EVALUATES THEIR PERFORMANCE AND RECOMMENDS TO THE EC COMPENSATION LEVELS BASED ON THE EVALUATIONS. THE EC REVIEWS RECOMMENDATIONS AND GRANTS APPROVAL AS APPROPRIATE. THE EC ANNUALLY REVIEWS AND APPROVES CORPORATE GOALS AND OBJECTIVES RELEVANT TO PRESIDENT COMPENSATION BASED ON COMPARABLES, THE EVALUATION AND SUBJECT TO ANY EMPLOYMENT CONTRACT THAT IS IN EFFECT. THE PROCESS/CONCLUSIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN EC MEETING MINUTES. COMPENSATION OF KEY EMPLOYEES IS REVIEWED AND APPROVED BY THEIR DIRECT SUPERVISORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: CARNEGIE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST AND COMMUNICATION OF SAME IS CONVEYED AT HTTPS://WWW.CARNEGIEMUSEUMS.ORG/ABOUT-US/ FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING TAX YEAR 2024. CARNEGIE INSTITUTE TRUST 4400 FORBES AVENUE PITTSBURGH PA 15213 276667826 INVESTMENT PA 48156000 472445000 CARNEGIE INSTITUTE CI4 VENTURES LLC 4400 FORBES AVENUE PITTSBURGH PA 15213 872586995 REAL ESTATE PURCHASES FOR AWM EXPANSION PA 15 12316 CARNEGIE INSTITUTE JOHN BERDAN MEMORIAL TRUST 20 WASHINGTON STREET BOSTON MA 021084408 256016908 SUPPORT FOR CHARITY PA 501(C)(3) PF N/A 0 THE DIETRICH FOUNDATION 600 GRANT STREET ROOM 5360 PITTSBURGH PA 15219 364711746 SUPPORT FOR CHARITY PA 501(C)(3) TYPE I SUPPORTING OR N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C