HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC (EIN 51-0066038)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202331239349300143
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T11:41:17-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cover & Rossiter PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 Centerville Road Suite 100 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510066038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Henry Francis du Pont Winterthur | BusinessNameLine1Txt |
| Business Name Line2 | Museum Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 3028884600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 Kennett Pike | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Bleecher | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 3028884600 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Susan | PersonFirstNm |
| Person Last | Bleecher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Christopher Strand | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 Kennett Pike | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,532,217 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.Winterthur.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Winterthur's mission is to preserve and enhance the legacy of its founder, Henry Francis du Pont, for the benefit and enjoyment of the public, including: the care, development, and study of its preeminent collection of decorative and fine arts made or used in America; the enhancement and interpretation of one of America's finest naturalistic gardens; the operation of graduate programs in American material culture and art conservation at the highest academic level; the operation and development of a library to support these important cultural goals; and the preservation of the historically important buildings and grounds. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 337 | TotalEmployeeCnt |
| Total Volunteers | 265 | TotalVolunteersCnt |
| Total Gross UBI | $129,913 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $92,223 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,151,045 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,827,394 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,693,402 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,061,479 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,313,406 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,603,946 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,493,142 | PYOtherRevenueAmt |
| CY Other Revenue | $1,382,315 | CYOtherRevenueAmt |
| PY Total Revenue | $27,650,995 | PYTotalRevenueAmt |
| CY Total Revenue | $25,875,134 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $747,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $496,486 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,257,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,444,805 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,269,081 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,531,973 | PYOtherExpensesAmt |
| CY Other Expenses | $14,577,056 | CYOtherExpensesAmt |
| PY Total Expenses | $26,537,155 | PYTotalExpensesAmt |
| CY Total Expenses | $29,518,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,113,840 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,643,213 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $471,422,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,493,881 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,096,938 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,182,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $450,325,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $393,310,949 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Winterthur builds upon the vision of Henry Francis du Pont to inspire and educate through its collections, estate, and academic programs by engaging diverse audiences in the study, preservation, and interpretation of American material culture, art, design, and history. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,971,709 | ExpenseAmt |
| Revenue | $1,995,121 | RevenueAmt |
| Desc | Public Visitation, Membership, and Public Relations:Throughout FY22, Winterthur continued to expand upon the nimbleness that was necessary during the height of the COVID 19 pandemic. At the end of FY22, we surpassed our attendance goal of 60,000, reaching just over 80,000 by the end of June 2022.We continued to offer a self-guided house tour through two floors of the house, which allowed for self-distancing, while enabling visitors to travel through the house at their own pace. Along the way, guides and security guards were able to answer questions and direct foot traffic. The combination of these efforts has increased house visitation significantly. Walking tours and tram rides through the gardens and estate have continued to be a source of respite for visitors. In FY22, a new Estate Historian was hired and there are plans to revamp the estate tours and launch a new gallery dedicated specifically to the history of the estate. These new interpretive strategies will give new visitors a more comprehensive understanding of the estate and shed new light on under-represented stories for returning guests.School and family programs have seen a resurgence after the closures of the pandemic. In FY22, we hosted over 5,000 school programs, with 4,500 students participating in those programs. 42% of those programs were hosted onsite, with the remaining programs hosted off-site or virtually.We have expanded the offerings and capacities of our public programs as well. In total, just over 12,000 guests engaged with Winterthur as part of a public program during the fiscal year. In July of 2021, we hosted the first annual Artisan Market where we welcomed nearly 4,000 visitors and 100 vendors to the grounds over the course of a weekend. We plan to continue this program for years to come.The special exhibit during the end of FY22 was "Jacqueline Kennedy and H. F. du Pont: From Winterthur to the White House", which opened in May and has proved to be hugely popular. Daily tours of the exhibition regularly see 25 or more people joining in, reaching record numbers for that offering. It gained a significant amount of attention nationwide, with features and reviews in the Washington Post and Wall Street Journal.Winterthur was supported in FY22 by approximately 10,000 member households, 93% of which reside in DE, PA, MD, or NJ. Membership at Winterthur is composed of 10 different individual membership levels, 1 corporate membership, and 3 donor societies, with annual dues ranging from $20 to $25,000+. Members made up a significant portion of general admission and add-on tickets, as well as event attendance in FY22. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,730,308 | ExpenseAmt |
| Grant | $496,486 | GrantAmt |
| Revenue | $556,866 | RevenueAmt |
| Desc | Curatorial, Conservation, Education, Library Programs:Collections - In FY22, Winterthur acquired and accessioned by gift and purchase 278 objects and deaccessioned 80. Collections staff improved storage conditions where furniture and other objects are housed. Staff from Registration, Conservation, and Curatorial worked together to reactivate collections emergency training, which had been on hiatus during COVID. Exhibitions had a busy year with the installation of "Jacqueline Kennedy and H.F. du Pont: From Winterthur to the White House", opening in May, and "Needles "I": Stitching Identity" opening in the fall of 2022.Research Fellowship Program - Winterthur administers a Research Fellowship Program, which annually funds national and international scholars and creators to conduct research at Winterthur. Winterthur hosted 37 Research Fellows in FY22. The Program provides Research Fellows with staff support in areas of logistics and project consultations; access to collections and facilities; opportunities to present and publish; and opportunities to interface with graduate students.Graduate Programs - With the University of Delaware, Winterthur administers and provides instruction in the Winterthur/UD graduate programs (the Winterthur Program in American Material Culture and the Winterthur/University of Delaware Program in Art Conservation). To date, there have been 1,041 graduates of these two programs. Graduate Program activity includes teaching core, elective, and independent study coursework at Winterthur; organizing and leading national and international field study trips; serving as major/thesis advisors and providing mentorship and career counseling for students; identifying internship opportunities; organizing program events; identifying and facilitating collaborative opportunities between the two programs and with University of Delaware departments for student coursework, professional development and research funding, and campus resources; and supporting successful postgraduate placement. Winterthur Portfolio - In partnership with the University of Chicago Press, Winterthur administers an in-house academic journal, "Winterthur Portfolio: A Journal of American Material Culture", publishing 3 issues annually. Winterthur Portfolio activity includes: solicitation/selection/editing of peer-reviewed articles and book reviews for publication; working with the Press on aspects of the journal's production; enhancing support for authors and promoting guidelines for sharing published work; promoting the journal and Winterthur at professional events; and overseeing the journal's editorial board and budget. Winterthur Library - The mission of the library is to acquire, catalog, preserve, and make its collections available to the public. During FY22 the library added 43 archival lots and 465 books and periodicals by purchase and gift and lent 72 books through interlibrary loan. The library saw 1,384 users by appointment to use the library circulating and special collections. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,429,777 | ExpenseAmt |
| Desc | Garden / Facilities Program:Winterthur maintains a world-renowned 60-acre historic garden nestled within a nearly 1000-acre landscape with woodlands, meadows, and waterways. Visitors come from all parts of the globe. The collection of rare and historic plants includes magnolias, azaleas, minor bulbs, conifers, and specimen trees. Significant varieties in the collection are tracked or "accessioned" through a records system, which currently includes more than 15,000 accessions. Winterthur preserves the legacy of the historic garden through continued restoration and enhancement of garden areas such as the Sundial Garden, Reflecting Pool, and Enchanted Woods and through the sensitive care and restoration of ironwork and statuary throughout the landscape. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,131,794 | 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 | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 170 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 337 | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Bleecher | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3028884600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Winterthur Museum 5105 Kennett Pike | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mr Christopher Strand | |||||||||
| Charles F. Montgomery Director & CEO (from 10/21) | 50.00 | Yes (X) | Yes (X) | $217,169 | $0 | $39,440 | |||
| Mrs Katharine P Booth | |||||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mr Bruce C Perkins | |||||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ms Cynthia A Hewitt | |||||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ms Desiree Caldwell | |||||||||
| Treasurer (9/25/21-8/13/22) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mr David W Dangremond | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Logan D Delany Jr | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David L De Luca | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Anne B Ervin | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Timothy R Goldsmith | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Frank J Guzzetta | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Sandra R Harmon-Weiss | |||||||||
| Trustee (from 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr James B Hawkes | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Morrison H Heckscher | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Frank L Hohmann III | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Joseph C Hoopes Jr | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Richard I G Jones | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Edward W Kane | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Ellen J Kullman | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Nicholas P Lambrow | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Jonathan B Loring | |||||||||
| Trustee (from 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Forbes Maner | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Marjorie P McGraw | |||||||||
| Trustee (to 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Elizabeth H Owens | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Christopher S Patterson | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Maureen C Rhodes | |||||||||
| Trustee (from 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Lucy S Rhame | |||||||||
| Trustee (to 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Melody Sawyer Richardson | |||||||||
| Trustee (to 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Andrew Richmond | |||||||||
| Trustee Ex-Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Lynn Springer Roberts | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Randall Schrimsher | |||||||||
| Trustee (from 9/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr P Allen Smith | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Stephen S Smith | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr P Coleman Townsend | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Susan Marshall Townsend | |||||||||
| Trustee (from 5/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Richard C Weiss | |||||||||
| Trustee (dec. 10/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Renee Wolcott | |||||||||
| Trustee Ex-Officio | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John L McGraw | |||||||||
| Chairman & Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| The Honorable WL Lyons Brown | |||||||||
| Chairman & Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John A Herdeg | |||||||||
| Chairman & Trustee Emeritus (dec. 7/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Samuel Schwartz | |||||||||
| Chairman & Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Rodman Ward Jr | |||||||||
| Chairman & Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Alice Carey Brown | |||||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Pierre du Pont Hayward | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Louisa C Duemling | |||||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Elizabeth B Johnson | |||||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Julia Bissell Leisenring | |||||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Marjorie P McGraw | |||||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Blaine T Phillips | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Geoffrey M Rogers | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr David P Roselle | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Mark E Stalnecker | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David D Wakefield | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David B Warren | |||||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Charles O Wood III | |||||||||
| Trustee Emeritus (dec. 11/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Edmond L Lincoln | |||||||||
| Honorary Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Denise D Adams | |||||||||
| Controller and Asst Treasurer | 50.00 | Yes (X) | $103,993 | $0 | $8,564 | ||||
| Ms Tricia Davies | |||||||||
| Assistant Secretary (from 6/21) | 50.00 | Yes (X) | $50,483 | $0 | $23,787 | ||||
| Ms Jane E Drummond | |||||||||
| Assistant Secretary (to 6/21) | 50.00 | Yes (X) | $44,565 | $0 | $3,931 | ||||
| Ms Susan Bleecher | |||||||||
| Chief Financial Officer and Asst Treasurer (from 9 | 50.00 | Yes (X) | $54,678 | $0 | $2,274 | ||||
| Mr Michael A Jones | |||||||||
| Dir.-Finance and Assistant Treasurer (to 11/21) | 50.00 | Yes (X) | $137,457 | $0 | $1,823 | ||||
| Ms Christine M Heesters | |||||||||
| Dir.-Marketing and Technology | 50.00 | $167,880 | $0 | $14,989 | Yes (X) | ||||
| Ms Inez S Wolins | |||||||||
| Dir.-Visitor Engagement | 50.00 | $177,794 | $0 | $19,383 | Yes (X) | ||||
| Ms Jennifer M Mackey | |||||||||
| Dir.-Philanthropy | 50.00 | $158,105 | $0 | $23,752 | Yes (X) | ||||
| Ms Brin J Taylor | |||||||||
| Dir.-Human Resources (to 3/22) | 50.00 | $159,609 | $0 | $21,773 | Yes (X) | ||||
| Ms Alexandra Deutsch | |||||||||
| Dir.-Collections | 50.00 | $172,916 | $0 | $12,595 | Yes (X) | ||||
| Mr John Castle | |||||||||
| Dir.-Facilities Services | 50.00 | $128,394 | $0 | $24,937 | Yes (X) | ||||
| Ms Joy Gardiner | |||||||||
| Dir.-Conservation | 50.00 | $105,935 | $0 | $14,965 | Yes (X) | ||||
| Mr Phillip Hall | |||||||||
| Dir.-Information Technology Project Management | 50.00 | $109,510 | $0 | $14,374 | Yes (X) | ||||
| Mrs Carol B Cadou | |||||||||
| Former CEO | 50.00 | $477,064 | $0 | $28,972 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,265,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $255,559 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Limbach Company LLC | |||||
| 175 Titus Ave Suite 100 | Warrington | PA | 18976 | Equipment Maintenance | $1,010,036 |
| M Davis & Sons Inc | |||||
| 19 Germany Drive | Wilmington | DE | 19804 | Equipment Maintenance | $604,967 |
| Cambridge Associates | |||||
| 4100 N Fairfax Drive | Arlington | VA | 22203 | Investment Consulting | $493,750 |
| Crane Communications Inc | |||||
| 111 Presidential Blvd Suite 239 | Bala Cynwyd | PA | 19004 | Marketing Consulting | $292,193 |
| Edis Company | |||||
| 110 South Poplar St Suite 400 | Wilmington | DE | 19805 | Construction | $263,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,043,931 | MembershipDuesAmt |
| Fundraising | $117,518 | FundraisingAmt |
| Government Grants | $4,079,267 | GovernmentGrantsAmt |
| All Other Contributions | $3,586,678 | AllOtherContributionsAmt |
| Noncash Contributions | $189,806 | NoncashContributionsAmt |
| Total Contributions | $8,827,394 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admissions | 900099 | $1,504,613 | $1,504,613 |
| Academic Programs | 900099 | $297,824 | $297,824 |
| Program Events | 900099 | $259,042 | $259,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,061,479 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,512,781 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $129,913 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,382,868 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,875 | TotalRevenueColumnAmt |
| Exclusion | $160,875 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $564,999 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,293 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $404,706 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,706 | TotalRevenueColumnAmt |
| Exclusion | $404,706 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,973,221 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,882,056 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,091,165 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,091,165 | TotalRevenueColumnAmt |
| Exclusion | $10,091,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $324,226 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $117,518 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $429,402 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,176 | TotalRevenueColumnAmt |
| Exclusion | -$105,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $417,261 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $185,332 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $231,929 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Proceeds from storm damage | 524126 | $431,402 | $431,402 | |
| All other revenue | 900099 | $258,579 | $258,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $689,981 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,875,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,551,987 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $129,913 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,365,840 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,486 | TotalAmt |
| Program Services | $496,486 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,593 | TotalAmt |
| Management And General | $889,593 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,172,909 | TotalAmt |
| Program Services | $8,899,509 | ProgramServicesAmt |
| Management And General | $589,837 | ManagementAndGeneralAmt |
| Fundraising | $683,563 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,516 | TotalAmt |
| Program Services | $845,413 | ProgramServicesAmt |
| Management And General | $159,391 | ManagementAndGeneralAmt |
| Fundraising | $69,712 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,470 | TotalAmt |
| Program Services | $1,235,205 | ProgramServicesAmt |
| Management And General | $173,411 | ManagementAndGeneralAmt |
| Fundraising | $101,854 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,317 | TotalAmt |
| Program Services | $648,926 | ProgramServicesAmt |
| Management And General | $99,524 | ManagementAndGeneralAmt |
| Fundraising | $48,867 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,796 | TotalAmt |
| Management And General | $282,796 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,959 | TotalAmt |
| Management And General | $118,959 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,581 | TotalAmt |
| Management And General | $688,581 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,615 | TotalAmt |
| Program Services | $153,499 | ProgramServicesAmt |
| Management And General | $154,684 | ManagementAndGeneralAmt |
| Fundraising | $71,432 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,503 | TotalAmt |
| Program Services | $400,555 | ProgramServicesAmt |
| Management And General | $8,948 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,885 | TotalAmt |
| Program Services | $524,898 | ProgramServicesAmt |
| Management And General | $146,201 | ManagementAndGeneralAmt |
| Fundraising | $85,786 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,853 | TotalAmt |
| Program Services | $499,853 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,372 | TotalAmt |
| Program Services | $886,976 | ProgramServicesAmt |
| Management And General | $240,992 | ManagementAndGeneralAmt |
| Fundraising | $33,404 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,171 | TotalAmt |
| Program Services | $70,841 | ProgramServicesAmt |
| Management And General | $15,706 | ManagementAndGeneralAmt |
| Fundraising | $9,624 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,942 | TotalAmt |
| Program Services | $58,381 | ProgramServicesAmt |
| Management And General | $74,821 | ManagementAndGeneralAmt |
| Fundraising | $57,740 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,695 | TotalAmt |
| Management And General | $359,695 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,568,011 | TotalAmt |
| Program Services | $2,724,999 | ProgramServicesAmt |
| Management And General | $740,386 | ManagementAndGeneralAmt |
| Fundraising | $102,626 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,847 | TotalAmt |
| Management And General | $403,847 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Equipment, Contracts, a | $2,169,228 | $2,168,652 | $576 |
| Collection Acquisitions | $1,583,731 | $1,583,731 | |
| Storm Damage | $892,190 | $892,190 | |
| Exhibition/Programming | $632,017 | $548,863 | $83,154 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,660 | TotalAmt |
| Program Services | $385,007 | ProgramServicesAmt |
| Management And General | -$5,820 | ManagementAndGeneralAmt |
| Fundraising | $4,473 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,518,347 | TotalAmt |
| Program Services | $22,131,794 | ProgramServicesAmt |
| Management And General | $6,117,472 | ManagementAndGeneralAmt |
| Fundraising | $1,269,081 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,293,508 | BOYAmt |
| EOY | $2,144,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160,015 | BOYAmt |
| EOY | $4,410,538 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,945 | BOYAmt |
| EOY | $410,014 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,318 | BOYAmt |
| EOY | $209,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,049 | BOYAmt |
| EOY | $426,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,070,722 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,723,046 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,581,324 | BOYAmt |
| EOY | $31,347,676 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,210,812 | BOYAmt |
| EOY | $186,959,317 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,787,476 | BOYAmt |
| EOY | $177,660,937 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,603 | BOYAmt |
| EOY | $1,925,835 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,422,050 | BOYAmt |
| EOY | $405,493,881 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,885 | BOYAmt |
| EOY | $2,334,004 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,698 | BOYAmt |
| EOY | $326,793 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,428,251 | BOYAmt |
| EOY | $9,266,993 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,240,104 | BOYAmt |
| EOY | $255,142 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,096,938 | BOYAmt |
| EOY | $12,182,932 | 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 | $362,413,614 | BOYAmt |
| EOY | $314,868,015 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,911,498 | BOYAmt |
| EOY | $78,442,934 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,325,112 | BOYAmt |
| EOY | $393,310,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,422,050 | BOYAmt |
| EOY | $405,493,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,643,213 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$54,676,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,305,881 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $7,272,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,196,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,437,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,151,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,827,394 | CurrentTaxYearAmt |
| Total | $35,884,812 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,272,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,196,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,437,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,151,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,827,394 | CurrentTaxYearAmt |
| Total | $35,884,812 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,362,756 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,522,056 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,649,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,161,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,285,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,541,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,238,655 | CurrentTaxYearAmt |
| Total | $20,876,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,761,120 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,842,471 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56330 | 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Digital Collection & Record | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $429,816,247 | BeginningYearBalanceAmt |
| Contributions | $62,052 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,067,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $496,486 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,864,512 | OtherExpendituresAmt |
| Administrative Expenses | $688,581 | AdministrativeExpensesAmt |
| End Year Balance | $364,761,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $342,802,730 | BeginningYearBalanceAmt |
| Contributions | $722,472 | ContributionsAmt |
| Investment Earnings Or Losses | $106,128,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $747,681 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,456,319 | OtherExpendituresAmt |
| Administrative Expenses | $633,201 | AdministrativeExpensesAmt |
| End Year Balance | $429,816,247 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,182,994 | BeginningYearBalanceAmt |
| Contributions | $1,761,014 | ContributionsAmt |
| Investment Earnings Or Losses | $7,595,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $697,503 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,211,142 | OtherExpendituresAmt |
| Administrative Expenses | $828,230 | AdministrativeExpensesAmt |
| End Year Balance | $342,802,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,820,196 | BeginningYearBalanceAmt |
| Contributions | $80,078 | ContributionsAmt |
| Investment Earnings Or Losses | $16,229,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $720,793 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,449,085 | OtherExpendituresAmt |
| Administrative Expenses | $776,616 | AdministrativeExpensesAmt |
| End Year Balance | $353,182,994 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $345,247,632 | BeginningYearBalanceAmt |
| Contributions | $4,493,817 | ContributionsAmt |
| Investment Earnings Or Losses | $28,820,872 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $740,501 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,981,533 | OtherExpendituresAmt |
| Administrative Expenses | $1,020,091 | AdministrativeExpensesAmt |
| End Year Balance | $356,820,196 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80193 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11365 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08442 | 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 | $6,705,791 | OtherCostOrOtherBasisAmt |
| Book Value | $6,705,791 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,711,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,612,244 | DepreciationAmt |
| Book Value | $19,099,271 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,623,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,110,802 | DepreciationAmt |
| Book Value | $5,512,613 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,001 | OtherCostOrOtherBasisAmt |
| Book Value | $30,001 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,347,676 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited partnerships | $131,546,225 | F |
| Hedge funds | $46,114,712 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $177,660,937 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital lease obligations | Desc |
| Amt | $255,142 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $255,142 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$33,102,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$54,676,831 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $614,734 | OtherRevenueAmt |
| Revenue Not Reported | -$54,062,097 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,959,428 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $688,581 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,227,125 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,915,706 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,875,134 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,918,901 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $614,734 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $614,734 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,304,167 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $688,581 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,525,599 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,214,180 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,518,347 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | In conformity with FASB ASC 958-605, the financial statements exclude the value of the collection objects and library holdings. No determination can be made as to the aggregate value of such items. Winterthur records proceeds from deaccessions and disbursements for current period accessions in the statement of activities as revenue and expenditures, respectively. Proceeds from sales of collection items are limited to the acquisition of other items for collections or the direct care of existing collection items. Winterthur employs conservation and curatorial staff to ensure that the collection is protected and preserved. |
| Part III, Line 4: | Winterthur's collection of decorative and fine arts remains one of the best in the country, and objects are displayed in 175 museum rooms and 35,000 square feet of self-guided galleries. The collections include over 90,000 objects including furniture, architecture, textiles, paintings, metals, ceramics, glass, and works of art on paper. The comprehensive research library features books, periodicals, manuscripts, visual images, and ephemera. Much of the scholarship on early American material culture has been written on the basis of research conducted at Winterthur, via both its collection of objects as well as the material found in its library. The Winterthur and University of Delaware Program in American Material Culture (WPAMC) is the country's leading graduate program in the study of American decorative arts and material life, and the Winterthur/University of Delaware Program in Art Conservation (WUDPAC) is one of only four graduate programs in the United States that educates and trains conservation professionals in multiple disciplines to care for our cultural heritage. Winterthur Museum, Garden & Library is committed to providing an array of artistic and educational programming. Currently, we are designing exhibitions, programs, and events that utilize our rich collection materials and vast knowledge base to appeal to Winterthur's traditional visitor while encouraging the patronage of a new, diverse, and intergenerational audience. Over the years, through innovative exhibitions, programs, and events, Winterthur has become a unique national treasure, a vital community resource, and a place that engages adults and youth in entertaining and memorable experiences that are relevant to their lives. Winterthur's goal has been to interpret its collections through enticing programs that help young visitors understand people, art, and landscapes - past and present. Culture enthusiasts and families with children make up the bulk of Winterthur's general attendance, of over 80,000 in FY2022. Many of these visitors are cultural tourists and museum members who take tours of the house, garden, and galleries or partake in Winterthur's family and school programming. Winterthur offers eighteen interactive, curriculum-based and developmentally-appropriate programs for students in preschool through the 12th grade. These programs take place both at Winterthur and in school classrooms throughout the Delaware Valley as part of our school outreach program, and are often geared toward our changing exhibitions. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses 429,402. Cost of Sales 185,332. |
| Part XI, Line 4b - Other Adjustments: | Corporate event expenses 58,615. PPP loan forgiveness 2,000,000. ERTC 1,746,045. Insurance proceeds from storm damage 431,402. UBIT Taxes Paid -8,937. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 429,402. Cost of Goods Sold 185,332. |
| Part XII, Line 4b - Other Adjustments: | Corporate event expenses 58,615. Collection acquisitions 1,583,731. Storm damage 892,190. UBIT Taxes Paid -8,937. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $47,714,326 | RegionTotalExpendituresAmt |
| 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 | $47,714,326 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $47,714,326 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Part I, Line 3, Column (f): | There are 5 investments with a net asset value of $47,714,326 at June 30, 2022. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Delaware Antiques Show | Event1Nm |
| Gross Receipts Event1 | $320,769 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,008 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $275,761 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $190,474 | OtherDirectExpensesEvent1Amt |
| Event2 | Point to Point Races | Event2Nm |
| Gross Receipts Event2 | $120,975 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $72,510 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,465 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $238,928 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $441,744 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $117,518 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $324,226 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $429,402 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $429,402 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$105,176 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Winterthur Program in American Material Culture | 16 | $377,951 | FMV |
| Research Fellowship | 37 | $111,881 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The only disbursements made to non-affiliated persons in furtherance of its mission and exempt purpose are to the graduate students (Winterthur Program in American Material Culture) and research fellowships (Research Fellowship Program). The graduate student awards are made according to admission procedures consistent with practices at the University of Delaware, which co-sponsors the awards, and supervised by University of Delaware faculty. All Research Fellowship awards are made according to selection procedures consistent with practices of the National Endowment for the Humanities. Graduate student award funds are monitored according to internal fiscal practices of both the Winterthur Museum and the University of Delaware. Research Fellowship expenditures are monitored by monthly internal tracking. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mrs Carol B Cadou | ||||||||||||||
| Former CEO | $197,064 | $0 | $0 | $0 | $280,000 | $0 | $2,596 | $0 | $26,376 | $0 | $506,036 | $0 | $0 | $0 |
| Mr Christopher Strand | ||||||||||||||
| Charles F. Montgomery Director & CEO | $217,169 | $0 | $0 | $0 | $0 | $0 | $13,946 | $0 | $25,494 | $0 | $256,609 | $0 | $0 | $0 |
| Ms Inez S Wolins | ||||||||||||||
| Dir.-Visitor Engagement | $52,544 | $0 | $0 | $0 | $125,250 | $0 | $14,665 | $0 | $4,718 | $0 | $197,177 | $0 | $0 | $0 |
| Ms Alexandra Deutsch | ||||||||||||||
| Dir.-Collections | $172,916 | $0 | $0 | $0 | $0 | $0 | $11,286 | $0 | $1,309 | $0 | $185,511 | $0 | $0 | $0 |
| Ms Christine M Heesters | ||||||||||||||
| Dir.-Marketing and Technology | $167,880 | $0 | $0 | $0 | $0 | $0 | $13,422 | $0 | $1,567 | $0 | $182,869 | $0 | $0 | $0 |
| Ms Jennifer M Mackey | ||||||||||||||
| Dir.-Philanthropy | $158,105 | $0 | $0 | $0 | $0 | $0 | $8,170 | $0 | $15,582 | $0 | $181,857 | $0 | $0 | $0 |
| Ms Brin J Taylor | ||||||||||||||
| Dir.-Human Resources (to 3/22) | $159,609 | $0 | $0 | $0 | $0 | $0 | $13,142 | $0 | $8,631 | $0 | $181,382 | $0 | $0 | $0 |
| Mr John Castle | ||||||||||||||
| Dir.-Facilities Services | $128,394 | $0 | $0 | $0 | $0 | $0 | $10,261 | $0 | $14,676 | $0 | $153,331 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | Inez Wolins - Other compensation payment of $125,250. Carol Cadou - Other compensation payment of $280,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $189,806 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 32b: | Winterthur uses a brokerage account with an unrelated financial institution to process non-cash contributions of stock. Deaccessioned material is sold thru public auction houses, e.g. Sotheby's, Pook & Pook, Inc. and Christie's. |
| Part I, Line 33: | A zero amount is reported in Sch M, Part I, line 3(c), because Winterthur does not capitalize its collection, as allowed under FASB ASC 958-360-25. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some Board members share a family relationship. |
| Form 990, Part VI, Section B, line 11b | The Audit Committee reviews the Form 990 before the return is signed and filed. |
| Form 990, Part VI, Section B, line 12c | Each Trustee must complete a Conflict of Interest Policy Disclosure Statement upon his/her election to the Board and annually thereafter. Board members are required to acknowledge a potential conflict to the Board prior to entering into a transaction with the Museum. The minutes of the Board meeting at which a disclosure of conflict is made shall reflect the occurrence and the outcome. The Executive Director monitors contracts and vendor payments for potential conflicts of interest and informs the Chairman of the Board. The Chairman then brings the potential conflict to the Board for discussion when deemed possibly material. |
| Form 990, Part VI, Section B, line 15 | The Human Resources Department oversees a national salary survey every three years and also gathers local/regional salary data to help establish current market values for the Museum's senior leadership and staff. The collected salary data supports a salary structure that aligns all positions within a salary range. |
| Form 990, Part VI, Section C, line 19 | While the Museum routinely provides copies of the audited financial statements when requested, it has never received a request for its conflict of interest policy or governing documents. Although there is no legal requirement that it do so, in the interest of transparency, requests of this nature will be evaluated by the Museum and responded to on a case by case basis. |
| Form 990, Part XI, line 9: | Non-operating pension activities 1,305,881. |
| Form 990, Part XII, Line 2c | Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor. |