2025-05-14T13:28:01-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-07-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 GEVELYN MCCASKILL CHIEF FINANCIAL OFFICER 9787459500 2025-05-13 1 1 CRAIG KLEIN P00734640 6178075000 2025-05-13 2023 2025-03-06 01:10:19Z LYNDA ROSCOE HARTIGAN EAST INDIA SQUARE SALEM MA 019703783 87272945 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. 17 17 259 147 25994 938647 20509422 6115128 1762993 2192688 16378560 9849257 1417808 1793515 40068783 19950588 0 0 0 0 16813978 19103447 0 0 3251851 25980680 27232794 42794658 46336241 -2725875 -26385653 799352215 826032683 73821062 71341323 725531153 754691360 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 12728346 1691002 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 14266341 15875 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2363080 87094 LEARNING & COMMUNITY ENGAGEMENT: SEE SCHEDULE O. 7342791 1316252 ALL OTHER 7342791 1316252 36700558 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 17 17 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 TRUSTEE 1.00 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 ANA B COLMENERO TRUSTEE 1.00 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 2.00 X X 0 0 0 JURRIEN TIMMER TRUSTEE 1.00 X 0 0 0 CATHERINE CREIGHTON TRUSTEE 1.00 X 0 0 0 BRENDA FURLONG TREASURER 2.00 X X 0 0 0 DR EDWARD G TIEDEMANN JR TRUSTEE 1.00 X 0 0 0 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR AND CEO 40.00 X 714180 0 89968 NATHALIE G APCHIN CFO (UNTIL 3/24) 40.00 X 293958 0 42603 KURT STEINBERG CHIEF OPERATING OFFICER 40.00 X 269929 0 35064 DEREK C O'BRIEN CHIEF MARKETING OFFICER 40.00 X 178957 0 11745 JOHN D CHILDS DIRECTOR OF COLLECTIONS 40.00 X 173024 0 22709 PETRA S SLINKARD CURATOR OF FASHION & TEXTILES 40.00 X 174424 0 22799 SUE KIM CHIEF PHILANTHROPY OFFICER 40.00 X 179760 0 423 HENRY RUTKOWSKI MASTER ELECTRICIAN 40.00 X 133242 0 52618 2117474 0 277929 27 0 1 0 CAMBRIDGE ASSOCIATES LLC 115 FEDERAL ST BOSTON MA 02110 INVESTMENT CONSULTING 1103325 MAQUETTE FINE ART SERVICES LLC 48-49 35TH ST 2ND FLOOR LONG ISLAND CITY NY 11101 CONSERVATION SERVICES 135348 2 705287 498751 306835 4604255 816573 6115128 ADMISSIONS 900099 1637885 1637885 FUNCTIONS 900099 365011 365011 EDUCATION PROGRAM REV. 900099 87094 87094 OTHER PROGRAM REVENUE 900099 57698 57698 TRAVELING EXHIBITIONS 900099 45000 45000 2192688 2743544 2743544 16729 16729 78969 19981 58988 58988 58988 73415766 66310053 7105713 7105713 7105713 128720 498751 265817 -137097 -137097 1500066 726506 773560 747566 25994 MISC INVESTMENT INCOME 900099 911365 911365 169970 169970 1081335 19950588 3110224 25994 10699242 2014348 1121409 892939 13845493 11191044 1476027 1178422 729605 589726 77781 62098 1447800 1170229 154345 123226 1066201 861790 113664 90747 96589 96589 143582 143582 2045968 1791606 181304 73058 3896790 2867714 819965 209111 827490 824111 3379 1278522 842390 329406 106726 2752859 2752559 300 669609 487775 126646 55188 2239049 2231945 7104 8564481 7509509 920964 134008 571768 112442 459326 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59614735 25618505 578761680 522223163 7262971 35542591 23960537 541068188 564635680 2102688 -21600023 22915182 522223163 448748145 1912278 136248490 22273233 564635680 470644595 33850 -10157931 11772369 448748145 0.03050 0.88060 0.08890 0 0 4581766 4581766 265829519 110352027 155477492 228638 228638 0 18724611 15582400 3142211 11333978 1681434 9652544 172854013 DOMESTIC EQUITIES & FUNDS 118731733 F INTERNATIONAL EQUITIES & FUNDS 71305105 F FIXED INCOME & FUNDS 70936820 F ABSOLUTE RETURN HEDGE FUNDS 129620404 F REAL ESTATE LIMITED PARTNERSHIPS 11717849 F PRIVATE EQUITY 195703725 F 598015636 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 143954 OBLIGATION UNDER LEASE 34532 178486 X 74548116 54762868 85330 1795298 56643496 17904620 2045967 2045967 19950587 45387909 85330 1012304 1097634 44290275 2045967 2045967 46336242 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 782,994. COST OF GOODS SOLD 726,506. BUILDING RENTAL EXPENSES 19,981. FUNDRAISING EVENT EXPENSE 265,817. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSES 19,981. COST OF GOODS SOLD 726,506. FUNDRAISING EVENT EXPENSE 265,817. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 637375 NORTH AMERICA - THE UNITED STATES 0 0 INVESTMENTS 3289040 CENTRAL AMERICA AND THE - ANTIGUA & BARBUDA, ARUBA, 0 0 INVESTMENTS 73485181 0 0 0 0 0 0 77411596 0 77411596 1 0 1 1 1 0 PEM GALA 627471 498751 128720 20918 60929 28945 155025 627471 498751 128720 20918 60929 28945 155025 265817 -137097 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 1 1 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR AND CEO 668680 0 25000 0 20500 0 65050 0 24918 0 804148 0 0 0 NATHALIE G APCHIN CFO (UNTIL 3/24) 293958 0 0 0 0 0 18237 0 24366 0 336561 0 0 0 KURT STEINBERG CHIEF OPERATING OFFICER 263129 0 0 0 6800 0 0 0 35064 0 304993 0 0 0 PETRA S SLINKARD CURATOR OF FASHION & TEXTILES 174424 0 0 0 0 0 10738 0 12061 0 197223 0 0 0 JOHN D CHILDS DIRECTOR OF COLLECTIONS 173024 0 0 0 0 0 10658 0 12051 0 195733 0 0 0 DEREK C O'BRIEN CHIEF MARKETING OFFICER 178957 0 0 0 0 0 10737 0 1008 0 190702 0 0 0 HENRY RUTKOWSKI MASTER ELECTRICIAN 133242 0 0 0 0 0 15435 0 37183 0 185860 0 0 0 SUE KIM CHIEF PHILANTHROPY OFFICER 179760 0 0 0 0 0 0 0 423 0 180183 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 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 307428 0 1 1 307428 X 9 COLL. OBJ. NOT VALUE X COLL. OBJ. NOT VALUE X 18 816573 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 FY2024. OPEN A TOTAL OF 257 DAYS, PEM WELCOMED 219,699 VISITORS TO THE MUSEUM. 48,534 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, 2023-JUNE 30, 2024) KONSTANTIN DIMOPOULOS: THE BLUE TREES (4/2022 PRESENT) LET NONE BE EXCLUDED: THE ORIGINS OF EQUAL SCHOOL RIGHTS IN SALEM (4/2022 4/2024) SHELAGH KEELEY: DRAWN TO PLACE (11/2022 2/2024) 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) GIO SWABY: FRESH UP (8/202311/2023) THE SALEM WITCH TRIALS: RESTORING JUSTICE (9/202311/2023) OUR TIME ON EARTH (2/20246/2024) ETHIOPIA AT THE CROSSROADS (4/20247/2024) BATS! (11/20237/2024) SUSAN PHILIPS: IF I WITH YOU WOULD GO (6/2021 TO 8/2025) DRAW ME ISHMAEL: THE BOOK ARTS OF MOBY DICK (6/2024-3/2026) 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) JAPANESE ART (1/2014 PRESENT) DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (4/2014 PRESENT) STUDIO GLASS (5/2024-PRESENT) PUBLISHED WORKS TREVOR SMITH, KAZUKO KOIKE, DAN LIPCAN, MIDORI OKA, SHELAUGH KEELEY. SHELAGH KEELEY : IDEAS BRUSHING AGAINST IDEAS : THE LIBRARY AS REFUGE. PEABODY ESSEX MUSEUM, 2023. 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 & COMMUNITY ENGAGEMENT: THE MUSEUM'S DEPARTMENT OF LEARNING AND COMMUNITY 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, 2023 THROUGH JUNE 30, 2024), THE ANC'S GALLERY SPACES WELCOMED AN ESTIMATED TOTAL OF 108,000 GUESTS (66,000 IN THE CHANGING EXHIBITION BATS! REAL AND IMAGINED ON VIEW SEPT. 9, 2023 - JULY 28, 2024, AND 42,000 IN THE ANC'S ONGOING DISPLAY SPACE KNOWN AS THE POD). THE DEPARTMENT OF LEARNING & COMMUNITY ENGAGEMENT HOSTED 108 DISTINCT PUBLIC PROGRAMS, BOTH VIRTUAL AND IN-PERSON, WITH 20,019 PARTICIPANTS AND VIEWERS, AS WELL AS 59 TOURS FOR ADULT AUDIENCES TOTALING 896 VISITORS, AND 41 IN-PERSON PROGRAMS AT RETIREMENT COMMUNITIES TOTALING 680 PARTICIPANTS. WE ALSO HOSTED 318 SCHOOL VISITS (RANGING FROM KINDERGARTEN TO COLLEGE) WHICH WELCOMED 10,160 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 FILED AND DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT. 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 OFFICERS, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES IS DETERMINED BY REFERENCE TO COMPARABILITY DATA AND IS REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ALSO APPROVED BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. ALL OTHER MUSEUM 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 782,992. 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