2023-05-15T13:11:11-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 NATHALIE APCHIN CHIEF FINANCIAL OFFICER 9787459500 2023-05-15 1 NATHALIE APCHIN 999009999 CRAIG KLEIN P00734640 6177610600 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LYNDA ROSCOE HARTIGAN EAST INDIA SQUARE SALEM MA 019703783 83135664 0 X WWW.PEM.ORG X 1992 MA THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, 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. 27 27 259 147 373365 128143 9977640 10853359 987815 1838736 46388540 33186893 639483 719630 57993478 46598618 0 0 0 0 15873240 16054235 0 0 3321640 25994523 29045333 41867763 45099568 16125715 1499050 834878169 781479714 81031323 77150402 753846846 704329312 X THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, 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. 0 0 12950730 1579654 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 15349502 3838 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2184455 47093 EDUCATION: SEE SCHEDULE O. 5703684 893042 5703684 893042 36188371 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 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 1 126 0 259 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X NATHALIE APCHIN 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 C RICHARD CARLSON TREASURER 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 JAMES HAWKES VICE PRESIDENT 2.00 X X 0 0 0 ANDREW HEISKELL TRUSTEE 1.00 X 0 0 0 TIMOTHY INGRAHAM VICE PRESIDENT 2.00 X 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 ADMIN PATEL TRUSTEE 1.00 X 0 0 0 SUNITA PEREIRA MD TRUSTEE 1.00 X 0 0 0 STUART PRATT PRESIDENT 2.00 X X 0 0 0 AUSTIN SHAPARD TRUSTEE 1.00 X 0 0 0 ROBERT SHAPIRO VICE PRESIDENT 2.00 X X 0 0 0 JURRIEN TIMMER TRUSTEE 1.00 X 0 0 0 GAIL VON METZSCH VICE PRESIDENT 2.00 X X 0 0 0 CATHERINE CREIGHTON TRUSTEE 1.00 X 0 0 0 BRENDA FURLONG TRUSTEE 1.00 X 0 0 0 SAMUEL BYRNE TRUSTEE (UNTIL 06/30/22) 1.00 X 0 0 0 TINA AMBANI TRUSTEE (UNTIL 06/30/22) 1.00 X 0 0 0 CARLA HERWITZ TRUSTEE (UNTIL 06/30/22) 1.00 X 0 0 0 JEFFREY RAYPORT TRUSTEE (UNTIL 06/30/22) 1.00 X 0 0 0 MOLLY RYAN TRUSTEE (UNTIL 06/30/22) 1.00 X 0 0 0 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR 40.00 X 298079 0 32548 NATHALIE G APCHIN CFO 40.00 X 283369 0 50135 ROBERT M MONK CHIEF OPERATING OFFICER 40.00 X 260606 0 58435 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 40.00 X 377038 0 39456 DEREK C O'BRIEN CHIEF MARKETING OFFICER 40.00 X 173177 0 11687 JOHN D CHILDS DIRECTOR OF COLLECTIONS 40.00 X 171879 0 21904 PETRA S SLINKARD DIRECTOR OF CURATORIAL AFFAIRS 40.00 X 171879 0 21904 SIDDHARTHA V SHAH DIRECTOR OF EDUCATION & CIVIC ENGMT. 40.00 X 171748 0 22165 BRIAN KENNEDY FORMER EXECUTIVE DIRECTOR 0.00 X 736955 0 0 DAN MONROE FORMER EXEC DIR/CONSULTANT IN 2021 8.00 X 450000 0 0 3094730 0 258234 29 1 1 0 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENTS CONSULTING 1071761 SCHWARTZ HANNUM PC 11 CHESTNUT STREET ANDOVER MA 01810 LEGAL SERVICES 113415 WINDSOR CONSERVATION 85 PINE STREET DOVER MA 02030 CONSERVATION SERVICES 106834 3 838988 464701 1914160 7635510 1627693 10853359 ADMISSIONS 900099 1545986 1545986 FUNCTIONS 900099 198972 198972 TRAVELING EXHIBITIONS 900099 47093 47093 OTHER PROGRAM REVENUE 900099 24185 24185 EDUCATION 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228638 0 18178916 14511263 3667653 9832578 1694160 8138418 186285710 DOMESTIC EQUITIES & FUNDS 57549680 F INTERNATIONAL EQUITIES & FUNDS 53741547 F FIXED INCOME & FUNDS 73264069 F ABSOLUTE RETURN HEDGE FUNDS 129051735 F REAL ESTATE LIMITED PARTNERSHIPS 11573379 F PRIVATE EQUITY 172511655 F 497692065 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 367819 OBLIGATION UNDER LEASE 102926 ENVIRONMENTAL REMEDIATION LIABILITY 29934 500679 X -9663335 -50039625 101981 -172145 -50109789 40446454 6152164 6152164 46598618 39854199 101981 804814 906795 38947404 6152164 6152164 45099568 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 HOUSE 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 -976,959. COST OF GOODS SOLD 508,869. BUILDING RENTAL EXPENSES 16,979. FUNDRAISING EXPENSES 278,966. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSES 16,979. COST OF GOODS SOLD 508,869. FUNDRAISING EXPENSES 278,966. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 175830 NORTH AMERICA 0 0 INVESTMENTS 6046091 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 194492075 0 0 0 0 0 0 200713996 0 200713996 1 0 1 1 1 0 PART III ACCOUNTING METHOD: PEM PRIZE 471301 464701 6600 38961 89904 45000 105101 471301 464701 6600 38961 89904 45000 105101 278966 -272366 X X X 1 1 X X X X X X 1 0 0 0 0 0 0 0 1 1 BRIAN KENNEDY FORMER EXECUTIVE DIRECTOR 0 0 0 0 736955 0 0 0 0 0 736955 0 0 0 DAN MONROE FORMER EXEC DIR/CONSULTANT IN 2021 450000 0 0 0 0 0 0 0 0 0 450000 0 0 0 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 377038 0 0 0 0 0 17400 0 22056 0 416494 0 0 0 NATHALIE G APCHIN CFO 283369 0 0 0 0 0 17400 0 32735 0 333504 0 0 0 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR 239498 0 50000 0 8581 0 25442 0 7106 0 330627 0 0 0 ROBERT M MONK CHIEF OPERATING OFFICER 260606 0 0 0 0 0 36830 0 21605 0 319041 0 0 0 SIDDHARTHA V SHAH DIRECTOR OF EDUCATION & CIVIC ENGMT. 171748 0 0 0 0 0 10742 0 11423 0 193913 0 0 0 JOHN D CHILDS DIRECTOR OF COLLECTIONS 171879 0 0 0 0 0 10742 0 11162 0 193783 0 0 0 PETRA S SLINKARD DIRECTOR OF CURATORIAL AFFAIRS 171879 0 0 0 0 0 10742 0 11162 0 193783 0 0 0 DEREK C O'BRIEN CHIEF MARKETING OFFICER 173177 0 0 0 0 0 10567 0 1120 0 184864 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, AND SOMETIMES INCLUDES SPOUSAL TRAVEL FOR THE EXECUTIVE DIRECTOR'S SPOUSE. ALL AMOUNTS FOR SPOUSAL TRAVEL ARE REFLECTED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. A TAX GROSS-UP PAYMENT (ALSO INCLUDED IN TAXABLE COMPENSATION) IS MADE AT THE END OF THE YEAR. PART I, LINE 4A BRIAN KENNEDY RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $717,452. 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 305816 0 1 1 305816 X 742 COLL. OBJ. NOT VALUE X COLL. OBJ. NOT VALUE X 23 1627693 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, PROGRAMS, 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 FY2022. OPEN A TOTAL OF 207 DAYS, PEM WELCOMED 157,000 VISITORS TO THE MUSEUM. 24% OF GENERAL ADMISSION VISITORS (38,169) TOURED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOUSE OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. FY2022 TRAVELING EXHIBITIONS (HOSTED) IN AMERICAN WATERS: THE SEA IN AMERICAN PAINTING (NOVEMBER 6, 2021 TO JANUARY 31, 2022 - CRYSTAL BRIDGES MUSEUM OF AMERICAN ART IN BENTONVILLE, ARKANSAS) TEMPORARY EXHIBITIONS PETER HUTTON: AT SEA (7/ 2020 7/ 2021) THE SALEM WITCH TRIALS: RECKONING AND RECLAIMING (9/21 3/2022) CARLOS GARAICOA: PARTITURA (8/2021 2/ 2022) MY DEAR DAVEY AND CHESTER (11/2020 3/ 2022) ZARAH HUSSAIN: BREATH (12/2020 4/ 2022) EACH / OTHER: MARIE WATT AND CANNUPA HANSKA LUGER (1/2022 5/2022) THE GREAT ANIMAL ORCHESTRA: BERNIE KRAUSE AND UNITED VISUAL ARTISTS (11/2021 7/2022) MICHAEL C. MCMILLEN: THE PEQUOD II (10/2020 9/2022) WHERE THE QUESTIONS LIVE: AN EXPLORATION OF HUMANS IN NATURE (1/2021 1/2022) IN AMERICAN WATERS: THE SEA IN AMERICAN PAINTING (4/2021 10/2021) SALEM STORIES (9/26/2020 PRESENT) ANILA QUAYYUM AGHA: ALL THE FLOWERS ARE FOR ME (2019 PRESENT) COLLECTIONS INSTALLATIONS MARITIME ART (9/2019 PRESENT) ASIAN EXPORT ART (9/2019 PRESENT) FASHION AND DESIGN (9/2019 PRESENT) POWERFUL FIGURES (9/2019 PRESENT) VANESSA PLATACIS: TAKING PLACE (9/2019 PRESENT) ART IN PUBLIC SPACES (9/2019 PRESENT) JAPANOMANIA! JAPANESE ART GOES GLOBAL (4/2018 PRESENT) DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (4/2014 PRESENT) SOUTH ASIAN ART (11/2020 PRESENT) ON THIS GROUND BEING AND BELONGING (3/2022 PRESENT) AMERICAN DECORATIVE ARTS (10/2019 PRESENT) 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 ONE MILLION 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 FY22 (JULY 2021 JUNE 2022) THE MUSEUM ADDED, THROUGH PURCHASE AND DONATION, 781 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: EDUCATION: THE MUSEUM'S DEPARTMENT OF EDUCATION 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 EDUCATION AND COMMUNITY ENGAGEMENT 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 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 EDUCATION 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 FY2022 (JULY '21- JUNE '22), THE ANC'S ONGOING GALLERY SPACES WELCOMED 41,500 GUESTS YEAR ROUND. IN ADDITION, THE DEPARTMENT OF EDUCATION & CIVIC ENGAGEMENT HOSTED 37 DISTINCT PUBLIC PROGRAMS, BOTH VIRTUAL AND IN-PERSON, WITH 6,997 PARTICIPANTS AND VIEWERS, AS WELL AS 56 TOURS FOR ADULT AUDIENCES TOTALING 870 VISITORS, AND 6 VIRTUAL TOUR PROGRAMS FOR ADULT AUDIENCES TOTALING 141 PEOPLE, AND 27 IN-PERSON PROGRAMS AT RETIREMENT COMMUNITIES TOTALING 484 PARTICIPANTS. 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, OFFICERS AND KEY EMPLOYEES IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. 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 -976,959. FORM 990, SCHEDULE B: THE MUSEUM DETERMINED IT WAS ELIGIBLE FOR THE EMPLOYEE RETENTION CREDIT (ERC) PROGRAM IN THE QUARTERS ENDED MARCH 31, 2021 AND JUNE 30, 2021. THE MUSEUM RECORDED ERC REVENUE ASSOCIATED WITH THIS PROGRAM IN THE AMOUNT OF $1,073,444, AS WELL AS $795 OF INTEREST REVENUE RELATED TO RECEIPTS FROM PRIOR QUARTERS. 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