PEABODY ESSEX MUSEUM INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEABODY ESSEX MUSEUM INC (EIN 04-3157815)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349307274
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:19:21-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043157815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEABODY ESSEX MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAB | BusinessNameControlTxt |
| Phone | 9787459500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EAST INDIA SQUARE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHALIE APCHIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9787459500 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NATHALIE | PersonFirstNm |
| Person Last | APCHIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNDA ROSCOE HARTIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EAST INDIA SQUARE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,496,370 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PEM OFFERS THOUGHT-PROVOKING EXPERIENCES OF THE ARTS, HUMANITIES, AND SCIENCES TO ACTIVATE UNDERSTANDING OF OUR SHARED HUMANITY AND TO EMPOWER IMAGINATION AND LEARNING THROUGH EXPERIMENTATION. WE STEWARD, BUILD, AND MAKE OUR COLLECTIONS ACCESSIBLE TO ENCOURAGE APPRECIATION OF THE INTERCONNECTED HISTORIES AND CREATIVITY OF PEOPLE IN OUR COMPLEX, ALWAYS CHANGING WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 269 | TotalEmployeeCnt |
| Total Volunteers | 148 | TotalVolunteersCnt |
| Total Gross UBI | $474,803 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $67,149 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,853,359 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,509,422 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,838,736 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,762,993 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,186,893 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,378,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $719,630 | PYOtherRevenueAmt |
| CY Other Revenue | $1,417,808 | CYOtherRevenueAmt |
| PY Total Revenue | $46,598,618 | PYTotalRevenueAmt |
| CY Total Revenue | $40,068,783 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,054,235 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,813,978 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,147,789 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,045,333 | PYOtherExpensesAmt |
| CY Other Expenses | $25,980,680 | CYOtherExpensesAmt |
| PY Total Expenses | $45,099,568 | PYTotalExpensesAmt |
| CY Total Expenses | $42,794,658 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,499,050 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,725,875 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $781,479,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $799,352,215 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,150,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,821,062 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $704,329,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $725,531,153 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PEM OFFERS THOUGHT-PROVOKING EXPERIENCES OF THE ARTS, HUMANITIES, AND SCIENCES TO ACTIVATE UNDERSTANDING OF OUR SHARED HUMANITY AND TO EMPOWER IMAGINATION AND LEARNING THROUGH EXPERIMENTATION. WE STEWARD, BUILD, AND MAKE OUR COLLECTIONS ACCESSIBLE TO ENCOURAGE APPRECIATION OF THE INTERCONNECTED HISTORIES AND CREATIVITY OF PEOPLE IN OUR COMPLEX, ALWAYS CHANGING WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,895,836 | ExpenseAmt |
| Revenue | $1,276,807 | RevenueAmt |
| Desc | EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,774,139 | ExpenseAmt |
| Revenue | $3,598 | RevenueAmt |
| Desc | CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,189,225 | ExpenseAmt |
| Revenue | $115,796 | RevenueAmt |
| Desc | LEARNING & CIVIC ENGAGEMENT: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,701,790 | ExpenseAmt |
| Revenue | $1,062,977 | RevenueAmt |
| Desc | ALL OTHER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,701,790 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,062,977 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $33,560,990 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 197 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 269 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEVELYN MCCASKILL | PersonNm |
| Phone | 9787459500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEABODY ESSEX MUSEUM EAST INDIA | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BEALE | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLEMENT BENENSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BENENSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BORGGAARD | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALFRED CHANDLER III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA B COLMENERO | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW HEISKELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH DE MONTRICHARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE O'NEIL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE PAPPALARDO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SMITA AMIN PATEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUNITA PEREIRA MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART PRATT | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AUSTIN SHAPARD | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JURRIEN TIMMER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL VON METZSCH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE CREIGHTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA FURLONG | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNDA ROSCOE HARTIGAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $729,264 | $0 | $84,942 | |||
| NATHALIE G APCHIN | ||||||||
| CFO | 40.00 | Yes (X) | $291,384 | $0 | $41,668 | |||
| KURT STEINBERG | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA CLARK MACMULLAN | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $383,272 | $0 | $41,351 | Yes (X) | |||
| DEREK C O'BRIEN | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $176,313 | $0 | $11,712 | Yes (X) | |||
| JOHN D CHILDS | ||||||||
| DIRECTOR OF COLLECTIONS | 40.00 | $171,992 | $0 | $22,253 | Yes (X) | |||
| PETRA S SLINKARD | ||||||||
| DIRECTOR OF CURATORIAL AFFAIRS | 40.00 | $171,992 | $0 | $22,253 | Yes (X) | |||
| SIDDHARTHA V SHAH | ||||||||
| DIRECTOR OF EDUCATION & CIVIC ENGAGEMENT | 40.00 | $148,601 | $0 | $18,251 | Yes (X) | |||
| BRIAN KENNEDY | ||||||||
| FORMER EXECUTIVE DIRECTOR | 0.00 | $190,401 | $0 | $0 | Yes (X) | |||
| DAN MONROE | ||||||||
| FORMER EXEC DIR/CONSULTANT | 8.00 | $150,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,413,219 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $242,430 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENTS CONSULTING | ServicesDesc |
| Compensation | $1,063,626 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $765,219 | MembershipDuesAmt |
| Government Grants | $140,077 | GovernmentGrantsAmt |
| All Other Contributions | $19,604,126 | AllOtherContributionsAmt |
| Noncash Contributions | $903,983 | NoncashContributionsAmt |
| Total Contributions | $20,509,422 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $1,239,428 | $1,239,428 |
| FUNCTIONS | 900099 | $366,792 | $366,792 |
| EDUCATION PROGRAM REV. | 900099 | $115,796 | $115,796 |
| TRAVELING EXHIBITIONS | 900099 | $22,500 | $22,500 |
| OTHER PROGRAM REVENUE | 900099 | $18,477 | $18,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,762,993 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,656,599 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $452,832 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,203,767 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,089 | TotalRevenueColumnAmt |
| Exclusion | $11,089 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,457 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,854 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,603 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,603 | TotalRevenueColumnAmt |
| Exclusion | $54,603 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,633,356 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,911,395 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,721,961 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,721,961 | TotalRevenueColumnAmt |
| Exclusion | $12,721,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,041,184 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $498,338 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $542,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,875 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,971 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $633,960 | TotalRevenueColumnAmt |
| Exclusion | $633,960 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $175,310 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $809,270 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,068,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,459,178 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $474,803 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,625,380 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,953 | TotalAmt |
| Management And General | $1,008,441 | ManagementAndGeneralAmt |
| Fundraising | $442,512 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,543,527 | TotalAmt |
| Program Services | $10,013,571 | ProgramServicesAmt |
| Management And General | $1,176,014 | ManagementAndGeneralAmt |
| Fundraising | $1,353,942 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,380 | TotalAmt |
| Program Services | $548,740 | ProgramServicesAmt |
| Management And General | $64,445 | ManagementAndGeneralAmt |
| Fundraising | $74,195 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,164 | TotalAmt |
| Program Services | $962,089 | ProgramServicesAmt |
| Management And General | $112,990 | ManagementAndGeneralAmt |
| Fundraising | $130,085 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,954 | TotalAmt |
| Program Services | $739,993 | ProgramServicesAmt |
| Management And General | $86,906 | ManagementAndGeneralAmt |
| Fundraising | $100,055 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,866 | TotalAmt |
| Program Services | $1,285 | ProgramServicesAmt |
| Management And General | $192,581 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,282 | TotalAmt |
| Management And General | $133,282 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,065,692 | TotalAmt |
| Program Services | $1,785,998 | ProgramServicesAmt |
| Management And General | $203,677 | ManagementAndGeneralAmt |
| Fundraising | $76,017 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,613 | TotalAmt |
| Program Services | $2,422,160 | ProgramServicesAmt |
| Management And General | $1,045,263 | ManagementAndGeneralAmt |
| Fundraising | $383,190 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,535 | TotalAmt |
| Program Services | $631,886 | ProgramServicesAmt |
| Fundraising | $2,649 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,248 | TotalAmt |
| Program Services | $709,374 | ProgramServicesAmt |
| Management And General | $345,756 | ManagementAndGeneralAmt |
| Fundraising | $91,118 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,627,535 | TotalAmt |
| Program Services | $2,617,502 | ProgramServicesAmt |
| Fundraising | $10,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,665 | TotalAmt |
| Program Services | $421,427 | ProgramServicesAmt |
| Management And General | $58,364 | ManagementAndGeneralAmt |
| Fundraising | $41,874 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,873 | TotalAmt |
| Program Services | $2,325,777 | ProgramServicesAmt |
| Management And General | $5,096 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,848,651 | TotalAmt |
| Program Services | $7,760,267 | ProgramServicesAmt |
| Management And General | $949,460 | ManagementAndGeneralAmt |
| Fundraising | $138,924 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,592 | TotalAmt |
| Program Services | $106,250 | ProgramServicesAmt |
| Management And General | $431,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBITIONS | $632,024 | $632,024 | $0 | $0 |
| HOSPITALITY | $520,788 | $229,934 | $43,283 | $247,571 |
| COLLECTION ACQUISITIONS | $499,562 | $499,562 | $0 | $0 |
| PRINTING AND PUBLICATIO | $63,464 | $63,464 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,290 | TotalAmt |
| Program Services | $1,089,687 | ProgramServicesAmt |
| Management And General | $228,979 | ManagementAndGeneralAmt |
| Fundraising | $55,624 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,794,658 | TotalAmt |
| Program Services | $33,560,990 | ProgramServicesAmt |
| Management And General | $6,085,879 | ManagementAndGeneralAmt |
| Fundraising | $3,147,789 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,677 | BOYAmt |
| EOY | $844,659 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,477,529 | BOYAmt |
| EOY | $17,017,165 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,481 | BOYAmt |
| EOY | $5,471,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,002,631 | BOYAmt |
| EOY | $2,339,831 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,816 | BOYAmt |
| EOY | $304,998 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,992 | BOYAmt |
| EOY | $608,205 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,900 | BOYAmt |
| EOY | $144,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,807,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,517,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,285,710 | BOYAmt |
| EOY | $179,289,150 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,858,752 | BOYAmt |
| EOY | $40,361,975 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,692,065 | BOYAmt |
| EOY | $546,463,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,343,161 | BOYAmt |
| EOY | $6,506,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,479,714 | BOYAmt |
| EOY | $799,352,215 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,646 | BOYAmt |
| EOY | $2,778,478 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,973 | BOYAmt |
| EOY | $178,243 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,851,607 | BOYAmt |
| EOY | $68,707,520 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,497 | BOYAmt |
| EOY | $1,664,156 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,679 | BOYAmt |
| EOY | $492,665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,150,402 | BOYAmt |
| EOY | $73,821,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,198,872 | BOYAmt |
| EOY | $165,107,814 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,130,440 | BOYAmt |
| EOY | $560,423,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,329,312 | BOYAmt |
| EOY | $725,531,153 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,479,714 | BOYAmt |
| EOY | $799,352,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,725,875 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,676,863 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $250,853 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,716,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,912,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,977,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,853,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,509,422 | CurrentTaxYearAmt |
| Total | $54,969,839 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,716,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,912,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,977,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,853,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,509,422 | CurrentTaxYearAmt |
| Total | $54,969,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,986,641 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,983,198 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,957,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,197,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,250,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,761,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,302,933 | CurrentTaxYearAmt |
| Total | $10,470,660 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $755,406 | CurrentTaxYearMinus4YearsAmt |
| Total | $755,406 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $222,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,960 | CurrentTaxYearAmt |
| Total | $1,136,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,332,165 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,585,576 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $522,223,163 | BeginningYearBalanceAmt |
| Contributions | $7,262,971 | ContributionsAmt |
| Investment Earnings Or Losses | $35,542,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,960,537 | OtherExpendituresAmt |
| End Year Balance | $541,068,188 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $564,635,680 | BeginningYearBalanceAmt |
| Contributions | $2,102,688 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,600,023 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,915,182 | OtherExpendituresAmt |
| End Year Balance | $522,223,163 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $448,748,145 | BeginningYearBalanceAmt |
| Contributions | $1,912,278 | ContributionsAmt |
| Investment Earnings Or Losses | $136,248,490 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,273,233 | OtherExpendituresAmt |
| End Year Balance | $564,635,680 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $470,644,595 | BeginningYearBalanceAmt |
| Contributions | $33,850 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,157,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,772,369 | OtherExpendituresAmt |
| End Year Balance | $448,748,145 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,409,908 | BeginningYearBalanceAmt |
| Contributions | $292,227 | ContributionsAmt |
| Investment Earnings Or Losses | $66,060,758 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,118,298 | OtherExpendituresAmt |
| End Year Balance | $470,644,595 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,581,766 | OtherCostOrOtherBasisAmt |
| Book Value | $4,581,766 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,908,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,463,822 | DepreciationAmt |
| Book Value | $162,444,728 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,638 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,638,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,073,669 | DepreciationAmt |
| Book Value | $3,564,933 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,449,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,751,728 | DepreciationAmt |
| Book Value | $8,697,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $179,289,150 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC EQUITIES & FUNDS | $99,156,311 | F |
| INTERNATIONAL EQUITIES & FUNDS | $56,175,292 | F |
| FIXED INCOME & FUNDS | $67,837,538 | F |
| ABSOLUTE RETURN HEDGE FUNDS | $135,146,405 | F |
| REAL ESTATE LIMITED PARTNERSHIPS | $10,575,219 | F |
| PRIVATE EQUITY | $177,572,795 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $546,463,560 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $346,494 |
| OBLIGATION UNDER LEASE | $146,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $492,665 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,446,999 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,676,863 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $767,045 | OtherRevenueAmt |
| Revenue Not Reported | $24,443,908 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,003,091 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,065,692 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,065,692 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,068,783 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,245,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $516,192 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $516,192 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,728,966 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,065,692 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,065,692 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,794,658 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. COLLECTION ITEMS PURCHASED ARE FUNDED BY PURPOSE-RESTRICTED GIFTS OR FROM NET APPRECIATION ON ACQUISITION ENDOWMENTS. |
| PART III, LINE 4: | THE PEABODY ESSEX MUSEUM (THE MUSEUM) PRESENTS ART AND CULTURE FROM NEW ENGLAND AND AROUND THE WORLD. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND, SHOWCASING AN UNRIVALED SPECTRUM OF AMERICAN ART AND ARCHITECTURE (INCLUDING FOUR NATIONAL HISTORIC LANDMARK BUILDINGS) AND OUTSTANDING ASIAN, ASIAN EXPORT, NATIVE AMERICAN, AFRICAN, OCEANIC, MARITIME, CONTEMPORARY, PHOTOGRAPHY, AND FASHION AND DESIGN COLLECTIONS. IN ADDITION TO ITS VAST COLLECTIONS, THE MUSEUM OFFERS A VIBRANT SCHEDULE OF CHANGING EXHIBITIONS AND A HANDS-ON EDUCATION CENTER. THE MUSEUM CAMPUS FEATURES PARKS, PERIOD GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOME THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. |
| PART V, LINE 4: | TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS. |
| PART X, LINE 2: | THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF FUNDS HELD BY OTHERS 250,853. COST OF GOODS SOLD 498,338. BUILDING RENTAL EXPENSES 17,854. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BUILDING RENTAL EXPENSES 17,854. COST OF GOODS SOLD 498,338. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $464,588 |
| NORTH AMERICA - THE UNITED STATES | 0 | 0 | INVESTMENTS | $3,165,743 |
| CENTRAL AMERICA AND THE - ANTIGUA & BARBUDA, ARUBA, | 0 | 0 | INVESTMENTS | $72,218,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $75,848,699 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $75,848,699 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNDA ROSCOE HARTIGAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $649,261 | $0 | $0 | $0 | $80,003 | $0 | $61,675 | $0 | $23,267 | $0 | $814,206 | $0 | $0 | $0 |
| AMANDA CLARK MACMULLAN | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $383,272 | $0 | $0 | $0 | $0 | $0 | $18,300 | $0 | $23,051 | $0 | $424,623 | $0 | $0 | $0 |
| NATHALIE G APCHIN | ||||||||||||||
| CFO | $291,384 | $0 | $0 | $0 | $0 | $0 | $18,057 | $0 | $23,611 | $0 | $333,052 | $0 | $0 | $0 |
| JOHN D CHILDS | ||||||||||||||
| DIRECTOR OF COLLECTIONS | $171,992 | $0 | $0 | $0 | $0 | $0 | $10,579 | $0 | $11,674 | $0 | $194,245 | $0 | $0 | $0 |
| PETRA S SLINKARD | ||||||||||||||
| DIRECTOR OF CURATORIAL AFFAIRS | $171,992 | $0 | $0 | $0 | $0 | $0 | $10,579 | $0 | $11,674 | $0 | $194,245 | $0 | $0 | $0 |
| BRIAN KENNEDY | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $0 | $0 | $0 | $0 | $190,401 | $0 | $0 | $0 | $0 | $0 | $190,401 | $0 | $0 | $0 |
| DEREK C O'BRIEN | ||||||||||||||
| CHIEF MARKETING OFFICER | $176,313 | $0 | $0 | $0 | $0 | $0 | $10,579 | $0 | $1,133 | $0 | $188,025 | $0 | $0 | $0 |
| SIDDHARTHA V SHAH | ||||||||||||||
| DIRECTOR OF EDUCATION & CIVIC ENGAGE | $137,596 | $0 | $0 | $0 | $11,005 | $0 | $7,709 | $0 | $10,542 | $0 | $166,852 | $0 | $0 | $0 |
| DAN MONROE | ||||||||||||||
| FORMER EXEC DIR/CONSULTANT | $150,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $150,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS NOT AUTHORIZED, WITH NOTED EXCEPTIONS THAT INCLUDE CERTAIN ROUTES AND AIR TRAVEL WHEN BUSINESS CLASS WOULD HAVE BEEN THE CHOICE BUT THE AIRLINE ONLY OFFERED ECONOMY AND FIRST CLASS. EXECUTIVE DIRECTOR TRAVEL IS REVIEWED BY AN OFFICER OF THE BOARD. |
| PART I, LINE 4A | BRIAN KENNEDY RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $190,401. |
| PART I, LINE 8 | THE CONTRACT ENTERED INTO WITH THE NEW EXECUTIVE DIRECTOR AND CEO CONSTITUTES A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REG. SEC. 53.4958-4(A)(3). THE ORGANIZATION FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURE UNDER REG. SEC. 53.4958-6(C): THE BOARD OF TRUSTEES REVIEWED AND AUTHORIZED THE CONTRACT, THERE WERE NO CONFLICTS OF INTEREST IN THE CONTRACT NEGOTIATIONS, AND THERE WAS BENCHMARK DATA SUPPORTING THAT THE COMPENSATION ARRANGEMENT IN ITS ENTIRETY IS REASONABLE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2012-11-08 | $29,160,000 | REFUND 2002 ISSUE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2019-12-23 | $55,000,000 | REFUND 2016 ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $29,160,000 | $190,379 | $28,969,621 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $55,000,000 | $55,000,000 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA ROSCOE HARTIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | RESIDENTIAL LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $304,998 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $304,998 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 505 | ContributionCnt |
| Method Of Determining Revenues | COLL. OBJ. NOT VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | COLL. OBJ. NOT VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $903,983 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. HIGH/LOW ON VAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 7 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | EXHIBITIONS AND PUBLICATIONS: THROUGH ITS EXHIBITIONS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. THE MUSEUM REALIZED AN AMBITIOUS, BALANCED, AND DIVERSIFIED CHANGING EXHIBITION PROGRAM IN FY2023. OPEN A TOTAL OF 258 DAYS, PEM WELCOMED 171,783 VISITORS TO THE MUSEUM. 35.5% OF GENERAL ADMISSION VISITORS TOURED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOME OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. EXHIBITIONS (JULY 1, 2022-JUNE 30, 2023) THE GREAT ANIMAL ORCHESTRA: BERNIE KRAUSE AND UNITED VISUAL ARTISTS (11/2021 - 7/2022) MICHAEL C. MCMILLEN: THE PEQUOD II (10/2020 - 9/2022) DOWN TO THE BONE: EDWARD KOREN AND STEPHEN GORMAN (3/2022 - 2/2023) CLIMATE ACTION: INSPIRING CHANGE (4/2022 - 6/2023) KONSTANTIN DIMOPOULOS: THE BLUE TREES (4/2022 - PRESENT) LET NONE BE EXCLUDED: THE ORIGINS OF EQUAL SCHOOL RIGHTS IN SALEM (4/2022 - 4/2024) ZACHARI LOGAN: REMEMBRANCE (5/2022 - 5/2023) POWER AND PERSPECTIVE: EARLY PHOTOGRAPHY IN CHINA (9/2022 - 4/2023) SHELAGH KEELEY: DRAWN TO PLACE (11/2022 - 2/2024) SPIRITS: TSHERIN SHERPA WITH ROBERT BEER (2/2023 - 5/2023) AFTER HOPE: VIDEOS OF RESISTANCE (3/2023 - 12/2023) GU WENDA: UNITED NATIONS (4/2023 - 9/2023) AS WE RISE: PHOTOGRAPHY FROM THE BLACK ATLANTIC (4/2023 - 12/2023) COLLECTIONS INSTALLATIONS ON THIS GROUND: BEING AND BELONGING IN AMERICA (3/2022 - PRESENT) SOUTH ASIAN ART (11/2020 - PRESENT) SALEM STORIES (9/2020 - PRESENT) ART IN PUBLIC SPACES (9/2019 - PRESENT) AMERICAN DECORATIVE ARTS (9/2019 - PRESENT) ANILA QUAYYUM AGHA: ALL THE FLOWERS ARE FOR ME (9/2019 - PRESENT) ASIAN EXPORT ART (9/2019 - PRESENT) FASHION AND DESIGN (9/2019 - PRESENT) MARITIME ART (9/2019 - PRESENT) POWERFUL FIGURES (9/2019 - PRESENT) THE POD (9/2019 - PRESENT) VANESSA PLATACIS: TAKING PLACE (9/2019 - PRESENT) JAPANOMANIA! JAPANESE ART GOES GLOBAL (4/2018 - PRESENT) JAPANESE ART (1/2014 - PRESENT) DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (4/2014 - PRESENT) PUBLISHED WORKS KARINA H. CORRIGAN AND STEPHANIE H. TUNG. POWER AND PERSPECTIVE: EARLY PHOTOGRAPHY IN CHINA. PEABODY ESSEX MUSEUM IN PARTNERSHIP WITH YALE UNIVERSITY PRESS, 2022. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | CURATORIAL AND COLLECTIONS: NATIONALLY AND INTERNATIONALLY RECOGNIZED THOUGHT LEADERS IN THEIR RESPECTIVE FIELDS, THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS AND CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, RESEARCH, AND INTERPRET THE MUSEUM'S COLLECTION. THE CURATORIAL STAFF ALSO PREPARES AND PUBLISHES SCHOLARLY CATALOGUES AND EDUCATIONAL TEXTS RELATED TO THE EXHIBITIONS AND THE COLLECTION. THE MUSEUM'S COLLECTION ENCOMPASSES MORE THAN 850,000 WORKS REPRESENTING ART AND CULTURE GLOBALLY. SEVERAL OF THE PRINCIPAL COLLECTING AREAS BEGAN WITH THE MUSEUM'S FOUNDING IN 1799 AND ARE THE FIRST OF SUCH MATERIAL AMONG AMERICAN MUSEUMS. OTHER AREAS OF THE COLLECTION ARE THE BEST OR LARGEST AMONG AMERICAN OR INTERNATIONAL MUSEUM COLLECTIONS. DURING FY23 (JULY 2022 JUNE 2023) THE MUSEUM ADDED, THROUGH PURCHASE AND DONATION, 505 NEW WORKS OF ART TO ITS COLLECTIONS, AND CONTINUES TO COLLECT SELECTIVELY IN ALMOST ALL AREAS OF THE COLLECTION THROUGH GIFT, PURCHASE, AND BEQUEST. PEM'S COLLECTION AREAS INCLUDE: AFRICAN, AMERICAN, ARCHITECTURE, ASIAN EXPORT, CHINESE, CONTEMPORARY, FASHION AND TEXTILES, JAPANESE, KOREAN, MARITIME, NATIVE AMERICAN, OCEANIC, PHOTOGRAPHY, AND SOUTH ASIAN, AS WELL AS THE COLLECTIONS OF THE PHILLIPS LIBRARY. |
| FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: | LEARNING & CIVIC ENGAGEMENT: THE MUSEUM'S DEPARTMENT OF LEARNING AND CIVIC ENGAGEMENT DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF PUBLIC PROGRAMS, SCHOOL PROGRAMS, AND MUSEUM TOURS. IT ALSO PROVIDES MATERIALS TO HELP VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES, AND NEEDS GAIN INSIGHT ABOUT THEMSELVES AND THE WORLD AROUND THEM THROUGH AN UNDERSTANDING OF INTERNATIONAL ART AND CULTURE. THE L & CE DEPARTMENT WORKS TO DEEPEN ENGAGEMENT AND UPLIFT COMMUNITY VOICES TO ENCOURAGE NEW, DIVERSE, MULTIGENERATIONAL AUDIENCES THROUGH THE BILINGUAL INITIATIVE AND ESTABLISHING LOCAL PARTNERSHIPS. THIS DEPARTMENT ALSO OVERSEES THE ART & NATURE CENTER (ANC) WHICH SHOWCASES ORIGINAL EXHIBITIONS THAT INVESTIGATE OUR INTERCONNECTIONS WITH NATURE THROUGH CONTEMPORARY ART, MEMORABLE OBJECTS, AND INTERACTIVE EXPERIENCES. DESIGNED FOR VISITORS OF ALL AGES, THE FAMILY-FRIENDLY CENTER FEATURES CHANGING EXHIBITIONS, HANDS-ON DISPLAYS, AND ART-MAKING SPACES. THE DEPARTMENT OF LEARNING FOCUSES ON SEVERAL BROAD AUDIENCE AREAS - EARLY CHILDHOOD, K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS - TO OFFER EXPERIENCES AND RESOURCES CONNECTED TO OUR COLLECTIONS, EXHIBITIONS, AND TO THEMES THAT ARE RELEVANT TO ALL OF OUR AUDIENCES TODAY: EQUITY AND BELONGING, WELLNESS, AND CLIMATE + ENVIRONMENT. DURING FY23 (JULY 1ST, 2022 THROUGH JUNE 30, 2023), THE ANC'S GALLERY SPACES WELCOMED AN ESTIMATED TOTAL OF 70,300 GUESTS (33,300 IN THE CHANGING EXHIBITION CLIMATE ACTION: INSPIRING CHANGE AND 37,000 IN THE ANC'S ONGOING DISPLAY SPACE KNOWN AS THE POD). THE DEPARTMENT OF LEARNING & CIVIC ENGAGEMENT HOSTED 131 DISTINCT PUBLIC PROGRAMS, BOTH VIRTUAL AND IN-PERSON, WITH 14,846 PARTICIPANTS AND VIEWERS, AS WELL AS 89 TOURS FOR ADULT AUDIENCES TOTALING 1289 VISITORS, AND 38 IN-PERSON PROGRAMS AT RETIREMENT COMMUNITIES TOTALING 649 PARTICIPANTS. WE ALSO HOSTED 244 SCHOOL VISITS (RANGING FROM KINDERGARTEN TO COLLEGE) WHICH WELCOMED 8,686 TOTAL STUDENTS AND THEIR EDUCATORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CLEMENT BENENSON AND STEPHANIE BENENSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. AFTER ANY NECESSARY REVISIONS ARE MADE, THE FINAL DRAFT IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF AN APPROPRIATE OFFICER, DIRECTOR OR SENIOR MANAGER TO DETERMINE THE APPROPRIATE COURSE OF ACTION IN RESOLVING THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DECISIONS RELATIVE TO THE SOURCE OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. ALL OTHER EMPLOYEES ARE SUBJECT TO THIRD PARTY BENCHMARKING TO DETERMINE THE MARKET RATE FOR THEIR RESPECTIVE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MUSEUM'S FORM 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE 990 IS ALSO AVAILABLE ON THE THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF FUNDS HELD BY OTHERS 250,853. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS JAMES DUNCAN TR UWILL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BNY MELLON NA - PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046061034 | EIN |
| Primary Activities | SUPPORT PEABODY ESSEX MUSEUM, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12D, III-O | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRUTS (2) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CRUT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEABODY ESSEX MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |