2024-05-14T13:19:21-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 NATHALIE APCHIN CHIEF FINANCIAL OFFICER 9787459500 2024-05-13 1 NATHALIE APCHIN 999009999 1 CRAIG KLEIN P00734640 6177610600 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LYNDA ROSCOE HARTIGAN EAST INDIA SQUARE SALEM MA 019703783 63496370 0 X WWW.PEM.ORG X 1992 MA 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. 18 18 269 148 474803 67149 10853359 20509422 1838736 1762993 33186893 16378560 719630 1417808 46598618 40068783 0 0 0 0 16054235 16813978 0 0 3147789 29045333 25980680 45099568 42794658 1499050 -2725875 781479714 799352215 77150402 73821062 704329312 725531153 X 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. 0 0 11895836 1276807 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 13774139 3598 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2189225 115796 LEARNING & CIVIC ENGAGEMENT: SEE SCHEDULE O. 5701790 1062977 ALL OTHER 5701790 1062977 33560990 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 197 0 269 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X GEVELYN MCCASKILL 9787459500 PEABODY ESSEX MUSEUM EAST INDIA SALEM MA 019703783 JEFFREY BEALE VICE PRESIDENT 2.00 X X 0 0 0 CLEMENT BENENSON TRUSTEE 1.00 X 0 0 0 STEPHANIE BENENSON TRUSTEE 1.00 X 0 0 0 JENNIFER BORGGAARD SECRETARY 2.00 X X 0 0 0 ALFRED CHANDLER III TRUSTEE 1.00 X 0 0 0 ANA B COLMENERO VICE PRESIDENT 2.00 X X 0 0 0 ANDREW HEISKELL TRUSTEE 1.00 X 0 0 0 ELIZABETH DE MONTRICHARD TRUSTEE 1.00 X 0 0 0 KATE O'NEIL TRUSTEE 1.00 X 0 0 0 JANE PAPPALARDO TRUSTEE 1.00 X 0 0 0 SMITA AMIN PATEL TRUSTEE 1.00 X 0 0 0 SUNITA PEREIRA MD TRUSTEE 1.00 X 0 0 0 STUART PRATT CHAIR 2.00 X X 0 0 0 AUSTIN SHAPARD VICE PRESIDENT 1.00 X X 0 0 0 JURRIEN TIMMER TRUSTEE 1.00 X 0 0 0 GAIL VON METZSCH TRUSTEE 2.00 X 0 0 0 CATHERINE CREIGHTON TRUSTEE 1.00 X 0 0 0 BRENDA FURLONG TREASURER 1.00 X X 0 0 0 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR 40.00 X 729264 0 84942 NATHALIE G APCHIN CFO 40.00 X 291384 0 41668 KURT STEINBERG CHIEF OPERATING OFFICER 40.00 X 0 0 0 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 40.00 X 383272 0 41351 DEREK C O'BRIEN CHIEF MARKETING OFFICER 40.00 X 176313 0 11712 JOHN D CHILDS DIRECTOR OF COLLECTIONS 40.00 X 171992 0 22253 PETRA S SLINKARD DIRECTOR OF CURATORIAL AFFAIRS 40.00 X 171992 0 22253 SIDDHARTHA V SHAH DIRECTOR OF EDUCATION & CIVIC ENGAGEMENT 40.00 X 148601 0 18251 BRIAN KENNEDY FORMER EXECUTIVE DIRECTOR 0.00 X 190401 0 0 DAN MONROE FORMER EXEC DIR/CONSULTANT 8.00 X 150000 0 0 2413219 0 242430 28 1 1 0 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENTS CONSULTING 1063626 1 765219 140077 19604126 903983 20509422 ADMISSIONS 900099 1239428 1239428 FUNCTIONS 900099 366792 366792 EDUCATION PROGRAM REV. 900099 115796 115796 TRAVELING EXHIBITIONS 900099 22500 22500 OTHER PROGRAM REVENUE 900099 18477 18477 1762993 3656599 452832 3203767 11089 11089 72457 17854 54603 54603 54603 35633356 22911395 12721961 12721961 12721961 1041184 498338 542846 520875 21971 MISC INVESTMENT INCOME 900099 633960 633960 175310 175310 809270 40068783 2459178 474803 16625380 1450953 1008441 442512 12543527 10013571 1176014 1353942 687380 548740 64445 74195 1205164 962089 112990 130085 926954 739993 86906 100055 193866 1285 192581 133282 133282 2065692 1785998 203677 76017 3850613 2422160 1045263 383190 634535 631886 2649 1146248 709374 345756 91118 2627535 2617502 10033 521665 421427 58364 41874 2330873 2325777 5096 8848651 7760267 949460 138924 537592 106250 431342 EXHIBITIONS 632024 632024 0 0 HOSPITALITY 520788 229934 43283 247571 COLLECTION ACQUISITIONS 499562 499562 0 0 PRINTING AND PUBLICATIO 63464 63464 0 0 1374290 1089687 228979 55624 42794658 33560990 6085879 3147789 1394677 844659 6477529 17017165 5303481 5471876 3002631 2339831 305816 304998 593992 608205 221900 144163 298807007 119517857 186285710 179289150 73858752 40361975 497692065 546463560 6343161 6506633 781479714 799352215 2857646 2778478 190973 178243 71851607 68707520 1749497 1664156 500679 492665 77150402 73821062 X 166198872 165107814 538130440 560423339 704329312 725531153 781479714 799352215 X -2725875 23676863 250853 X 0 1 X 1 1 1 X 9716876 3912542 9977640 10853359 20509422 54969839 9716876 3912542 9977640 10853359 20509422 54969839 10986641 43983198 1957391 1197898 2250628 1761810 3302933 10470660 755406 755406 280245 222055 633960 1136260 67332165 11585576 0.65320 0.71650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 522223163 7262971 35542591 23960537 541068188 564635680 2102688 -21600023 22915182 522223163 448748145 1912278 136248490 22273233 564635680 470644595 33850 -10157931 11772369 448748145 426409908 292227 66060758 22118298 470644595 0.02670 0.87740 0.09590 0 0 4581766 4581766 264908550 102463822 162444728 228638 228638 0 18638602 15073669 3564933 10449451 1751728 8697723 179289150 DOMESTIC EQUITIES & FUNDS 99156311 F INTERNATIONAL EQUITIES & FUNDS 56175292 F FIXED INCOME & FUNDS 67837538 F ABSOLUTE RETURN HEDGE FUNDS 135146405 F REAL ESTATE LIMITED PARTNERSHIPS 10575219 F PRIVATE EQUITY 177572795 F 546463560 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 346494 OBLIGATION UNDER LEASE 146171 492665 X 62446999 23676863 767045 24443908 38003091 2065692 2065692 40068783 41245158 516192 516192 40728966 2065692 2065692 42794658 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. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 464588 NORTH AMERICA - THE UNITED STATES 0 0 INVESTMENTS 3165743 CENTRAL AMERICA AND THE - ANTIGUA & BARBUDA, ARUBA, 0 0 INVESTMENTS 72218368 0 0 0 0 0 0 75848699 0 75848699 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X 1 1 X X X X X X 1 0 0 0 0 0 0 0 1 1 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR 649261 0 0 0 80003 0 61675 0 23267 0 814206 0 0 0 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 383272 0 0 0 0 0 18300 0 23051 0 424623 0 0 0 NATHALIE G APCHIN CFO 291384 0 0 0 0 0 18057 0 23611 0 333052 0 0 0 JOHN D CHILDS DIRECTOR OF COLLECTIONS 171992 0 0 0 0 0 10579 0 11674 0 194245 0 0 0 PETRA S SLINKARD DIRECTOR OF CURATORIAL AFFAIRS 171992 0 0 0 0 0 10579 0 11674 0 194245 0 0 0 BRIAN KENNEDY FORMER EXECUTIVE DIRECTOR 0 0 0 0 190401 0 0 0 0 0 190401 0 0 0 DEREK C O'BRIEN CHIEF MARKETING OFFICER 176313 0 0 0 0 0 10579 0 1133 0 188025 0 0 0 SIDDHARTHA V SHAH DIRECTOR OF EDUCATION & CIVIC ENGAGE 137596 0 0 0 11005 0 7709 0 10542 0 166852 0 0 0 DAN MONROE FORMER EXEC DIR/CONSULTANT 150000 0 0 0 0 0 0 0 0 0 150000 0 0 0 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. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-11-08 29160000 REFUND 2002 ISSUE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2019-12-23 55000000 REFUND 2016 ISSUE 0 0 0 A 29160000 190379 28969621 2003 1 0 1 1 B 55000000 55000000 2019 1 0 1 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 1 A 1 B 1 LYNDA ROSCOE HARTIGAN OFFICER RESIDENTIAL LOAN X 300000 304998 0 1 1 304998 X 505 COLL. OBJ. NOT VALUE X COLL. OBJ. NOT VALUE X 19 903983 AVG. HIGH/LOW ON VAL 7 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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. PHILLIPS JAMES DUNCAN TR UWILL BNY MELLON NA - PO BOX 185 PITTSBURGH PA 152300185 046061034 SUPPORT PEABODY ESSEX MUSEUM, INC. MA 501(C)(3) LINE 12D, III-O 0 CRUTS (2) CRUT MA PEABODY ESSEX MUSEUM INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0