HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC (EIN 51-0066038)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349307000
- Schema version
- 2020v4.2
- 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 | 2022-05-13T13:49:56-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | 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 | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $52,180,446 | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 390 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,437,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,151,045 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,885,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,693,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,119,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,313,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,169,961 | PYOtherRevenueAmt |
| CY Other Revenue | $1,493,142 | CYOtherRevenueAmt |
| PY Total Revenue | $38,612,720 | PYTotalRevenueAmt |
| CY Total Revenue | $27,650,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $716,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $747,681 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,831,764 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,257,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,314,078 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,854,367 | PYOtherExpensesAmt |
| CY Other Expenses | $11,531,973 | CYOtherExpensesAmt |
| PY Total Expenses | $28,402,841 | PYTotalExpensesAmt |
| CY Total Expenses | $26,537,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,209,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,113,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $381,564,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,422,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,287,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,096,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $355,276,508 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $450,325,112 | 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 | $7,822,496 | ExpenseAmt |
| Revenue | $1,255,194 | RevenueAmt |
| Desc | Public Visitation, Membership, and Public Relations:Throughout FY21, Winterthur remained nimble and responsive to continuously changing state requirements driven by the COVID-19 public health situation. In July 2020, we were able to open the gardens and galleries with restricted capacity and timed reservations. House tours were not permitted. By August, we were required to close the galleries again but were able to keep the gardens open for walking. In October 2020, Winterthur was once again able to open the house, galleries, and reinstate outdoor programs under strict capacity limitations and modified operating processes to keep staff and guests safe.During this challenging FY21 period, Winterthur welcomed 90,088 guests. We were able to modify the house and gallery tours to be self-guided by expanding the use of a mobile website to provide key interpretive information to 15,928 guests in FY21. Garden tours provided a safe and welcome respite to quarantine-fatigued guests and we welcomed 13,471 guests during this period.One-way paths, social distancing markers, plexiglass shields, and mask requirements were implemented to make Winterthur a safe experience.Given school closures during the pandemic, Winterthur was able to launch a robust program of virtual experiences for learners of all ages. A variety of trivia nights, craft classes, book discussions, and lectures engaged participants from across the United States. The virtual version of the popular family program "Terrific Tuesdays" explored a variety of materials through conversations with Winterthur staff and guest artists, games, and activities using household items. These took place weekly in July and August and averaged around 20 participants. Our virtual school programs were hugely propular. From their introduction in October, through the end of the school year, we provided more than 200 programs, which served approximately 4,500 students in grades K-5. In January, we were also thrilled to resume our engagement with Kids Place, a community center operated by Child, Inc., through monthly programs that utilized supplies dropped off in advance of the Zoom meeting. Each of those programs averaged 10 school-aged participants.In addition to curriculum-based programs, Winterthur rolled out several COVID-safe engagement programs for adults, families, and children. Winterthur welcomed 1,500 guests for wine tasting programs tied to the vast inventory of drinking vessels in the collection. The Garden, Learning and Engagement, and Audience Engagement departments collaborated on a Fall for Winterthur campaign which included 7 large-scale programs for guests of all ages, totaling 2,425 guests. Winterthur's Yuletide season welcomed a combined 26,857 guests onsite for special events and general admission, of which 6,714 were members. Several smaller on-site programs, including Curiosity Carnival and monthly craft courses, engaged both members and visitors drawn to Winterthur for the first time.Winterthur was supported in FY21 by approximately 10,000 member households, 71% of which reside within a 90-mile radius of Winterthur. Membership at Winterthur is composed of 10 different membership levels and 4 donor societies, with annual dues ranging from $20 to $10,000+. Members made up a significant portion of general admission and program attendance in FY21. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,226,151 | ExpenseAmt |
| Grant | $747,681 | GrantAmt |
| Revenue | $704,747 | RevenueAmt |
| Desc | Curatorial, Conservation, Education, Library Programs: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 29 Research Fellows in FY21. 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 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 1,023 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 FY21 the library added 44 archival lots and 493 books and periodicals by purchase and gift and lent 186 books through interlibrary loan. The library saw 396 users by appointment to use the library circulating and special collections. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,481,998 | ExpenseAmt |
| Desc | Garden / Facilities Program:Winterthur maintains a world-renowned 200-acre naturalistic garden that welcomes visitors 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. We continued the restoration and enhancement of numerous garden areas including the Sundial Garden, Reflecting Pool, and Enchanted Garden. Restoration of ironwork and statuary continues to be a priority. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,530,645 | 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 | 143 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 390 | 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 | 30 | 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 (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Mrs Carol B Cadou | |||||||
| Exec.Dir.and Trustee (to 5/2021) | 50.00 | Yes (X) | Yes (X) | $312,177 | $0 | $62,337 | |
| Mrs Katharine P Booth | |||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mr David L De Luca | |||||||
| 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 | |||||||
| Trustee | 1.00 | 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 William K du Pont | |||||||
| Trustee (to 7/2020) | 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 | ||
| 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 John A Herdeg | |||||||
| Trustee (to 5/2021), Chair Emeritus and Trustee Em | 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 Forbes Maner | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Marjorie P McGraw | |||||||
| Trustee | 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 | ||
| Mr Bruce C Perkins | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Donald J Puglisi | |||||||
| Trusteee (to 9/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Lucy S Rhame | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Melody Sawyer Richardson | |||||||
| Trustee | 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 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 | ||
| Dr Richard C Weiss | |||||||
| Trustee | 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 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 | ||
| 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 | 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) | $108,218 | $0 | $8,117 | ||
| Ms Tricia Davies | |||||||
| Assistant Secretary (from 6/2021) | 50.00 | Yes (X) | $40,281 | $0 | $19,180 | ||
| Ms Jane E Drummond | |||||||
| Assistant Secretary (to 6/2021) | 50.00 | Yes (X) | $71,005 | $0 | $7,908 | ||
| Mr Michael A Jones | |||||||
| Dir.-Finance and Asst Treasurer | 50.00 | Yes (X) | $54,519 | $0 | $453 | ||
| Mr Christopher Strand | |||||||
| Dir.-Garden and Estate, Interim CEO (from 5/2021) | 50.00 | Yes (X) | $155,559 | $0 | $31,294 | ||
| Ms Christine Heesters | |||||||
| Dir.-Marketing and Technology | 50.00 | $163,166 | $0 | $6,500 | Yes (X) | ||
| Ms Jennifer Mackey | |||||||
| Dir.-Philanthropy | 50.00 | $156,134 | $0 | $22,774 | Yes (X) | ||
| Mr John Savage | |||||||
| Dir.-External Affairs | 50.00 | $174,491 | $0 | $20,029 | Yes (X) | ||
| Ms Brin Taylor | |||||||
| Dir.-Human Resources | 50.00 | $149,724 | $0 | $16,842 | Yes (X) | ||
| Ms Inez Wolins | |||||||
| Dir.-Visitor Engagement (until 4/2021) | 50.00 | $160,774 | $0 | $16,408 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,546,048 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 | $955,830 |
| Cambridge Associates | |||||
| 4100 N Fairfax Drive | Arlington | VA | 22203 | Investment Consulting | $475,000 |
| Francis Pollinger & Son Inc | |||||
| 57 Germany Drive | Wilmington | DE | 19804 | Roofing Contracting | $362,315 |
| Crane Communications Inc | |||||
| 111 Presidential Blvd Suite 239 | Bala Cynwyd | PA | 19004 | Marketing Consulting | $322,053 |
| Potter Anderson & Corroon | |||||
| 1313 North Market Street PO Box 951 | Wilmington | DE | 19899 | Legal Services | $204,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,000 | FederatedCampaignsAmt |
| Membership Dues | $968,305 | MembershipDuesAmt |
| Fundraising | $104,770 | FundraisingAmt |
| Government Grants | $4,241,398 | GovernmentGrantsAmt |
| All Other Contributions | $4,826,572 | AllOtherContributionsAmt |
| Noncash Contributions | $398,086 | NoncashContributionsAmt |
| Total Contributions | $10,151,045 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admissions | 900099 | $988,655 | $988,655 |
| Academic Programs | 900099 | $578,788 | $578,788 |
| Program Events | 900099 | $125,959 | $125,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,693,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,885,998 | TotalRevenueColumnAmt |
| Exclusion | $2,885,998 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,466 | TotalRevenueColumnAmt |
| Exclusion | $136,466 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $519,522 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,253 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $292,269 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,269 | TotalRevenueColumnAmt |
| Exclusion | $292,269 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,191,777 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,764,369 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,427,408 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,427,408 | TotalRevenueColumnAmt |
| Exclusion | $11,427,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,463 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $104,770 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,282 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$148,819 | TotalRevenueColumnAmt |
| Exclusion | -$148,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $522,882 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $368,547 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,335 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Proceeds from storm damage | 524126 | $946,687 | $946,687 | |
| All other revenue | 900099 | $112,204 | $112,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,058,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,650,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,959,941 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,540,009 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,681 | TotalAmt |
| Program Services | $747,681 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,240 | TotalAmt |
| Program Services | $152,524 | ProgramServicesAmt |
| Management And General | $794,716 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,785,122 | TotalAmt |
| Program Services | $8,290,339 | ProgramServicesAmt |
| Management And General | $784,889 | ManagementAndGeneralAmt |
| Fundraising | $709,894 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,899 | TotalAmt |
| Program Services | $1,115,536 | ProgramServicesAmt |
| Management And General | $211,545 | ManagementAndGeneralAmt |
| Fundraising | $86,818 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,733 | TotalAmt |
| Program Services | $1,086,992 | ProgramServicesAmt |
| Management And General | $146,541 | ManagementAndGeneralAmt |
| Fundraising | $85,200 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,507 | TotalAmt |
| Program Services | $645,975 | ProgramServicesAmt |
| Management And General | $96,194 | ManagementAndGeneralAmt |
| Fundraising | $50,338 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,028 | TotalAmt |
| Management And General | $248,028 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,914 | TotalAmt |
| Management And General | $125,914 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,201 | TotalAmt |
| Management And General | $633,201 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,140 | TotalAmt |
| Program Services | $428,986 | ProgramServicesAmt |
| Management And General | $162,128 | ManagementAndGeneralAmt |
| Fundraising | $56,026 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,537 | TotalAmt |
| Program Services | $383,976 | ProgramServicesAmt |
| Management And General | $5,561 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,058 | TotalAmt |
| Program Services | $261,821 | ProgramServicesAmt |
| Management And General | $81,999 | ManagementAndGeneralAmt |
| Fundraising | $88,238 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,395 | TotalAmt |
| Program Services | $195,732 | ProgramServicesAmt |
| Fundraising | $6,663 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,609 | TotalAmt |
| Program Services | $837,825 | ProgramServicesAmt |
| Management And General | $229,964 | ManagementAndGeneralAmt |
| Fundraising | $35,820 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,066 | TotalAmt |
| Program Services | $31,762 | ProgramServicesAmt |
| Management And General | $1,202 | ManagementAndGeneralAmt |
| Fundraising | $4,102 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,908 | TotalAmt |
| Program Services | $43,662 | ProgramServicesAmt |
| Management And General | $9,867 | ManagementAndGeneralAmt |
| Fundraising | $69,379 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,488 | TotalAmt |
| Management And General | $457,488 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,486,979 | TotalAmt |
| Program Services | $2,647,205 | ProgramServicesAmt |
| Management And General | $726,597 | ManagementAndGeneralAmt |
| Fundraising | $113,177 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,669 | TotalAmt |
| Program Services | $5,442 | ProgramServicesAmt |
| Management And General | $341,227 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment, Contracts, a | $1,773,009 | $1,764,814 | $8,195 | |
| Exhibition/Programming | $536,982 | $479,800 | $53,169 | $4,013 |
| Storm Damage | $460,626 | $460,626 | ||
| UBIT Taxes Paid | $113,381 | $113,381 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,983 | TotalAmt |
| Program Services | $410,573 | ProgramServicesAmt |
| Fundraising | $4,410 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,537,155 | TotalAmt |
| Program Services | $19,530,645 | ProgramServicesAmt |
| Management And General | $5,692,432 | ManagementAndGeneralAmt |
| Fundraising | $1,314,078 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,056 | BOYAmt |
| EOY | $5,293,508 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,208 | BOYAmt |
| EOY | $3,160,015 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,404 | BOYAmt |
| EOY | $172,945 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,305 | BOYAmt |
| EOY | $62,318 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,716 | BOYAmt |
| EOY | $15,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,459,718 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,878,394 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,766,713 | BOYAmt |
| EOY | $32,581,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,280,042 | BOYAmt |
| EOY | $238,210,812 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,834,413 | BOYAmt |
| EOY | $191,787,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,304 | BOYAmt |
| EOY | $138,603 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,564,161 | BOYAmt |
| EOY | $471,422,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,582 | BOYAmt |
| EOY | $1,920,885 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,637 | BOYAmt |
| EOY | $507,698 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,191,021 | BOYAmt |
| EOY | $13,428,251 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,490,413 | BOYAmt |
| EOY | $5,240,104 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,287,653 | BOYAmt |
| EOY | $21,096,938 | 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 | $286,479,352 | BOYAmt |
| EOY | $362,413,614 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,797,156 | BOYAmt |
| EOY | $87,911,498 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,276,508 | BOYAmt |
| EOY | $450,325,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,564,161 | BOYAmt |
| EOY | $471,422,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,113,840 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $91,935,812 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,998,952 | 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 | $4,872,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,272,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,196,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,437,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,151,045 | CurrentTaxYearAmt |
| Total | $31,930,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,872,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,272,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,196,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,437,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,151,045 | CurrentTaxYearAmt |
| Total | $31,930,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,573,692 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,356,396 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,544,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,649,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,161,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,285,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,541,986 | CurrentTaxYearAmt |
| Total | $20,182,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,112,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,919,092 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53540 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,002,321 | BeginningYearBalanceAmt |
| Contributions | $177,782 | ContributionsAmt |
| Investment Earnings Or Losses | $36,671,303 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $746,396 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,941,604 | OtherExpendituresAmt |
| Administrative Expenses | $915,774 | AdministrativeExpensesAmt |
| End Year Balance | $345,247,632 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09632 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09638 | 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 | $83,548,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,883,692 | DepreciationAmt |
| Book Value | $20,664,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,133,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,994,702 | DepreciationAmt |
| Book Value | $4,139,050 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,071,753 | OtherCostOrOtherBasisAmt |
| Book Value | $1,071,753 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,581,324 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited partnerships | $129,950,139 | F |
| Hedge funds | $61,837,337 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $191,787,476 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension expense | $2,915,587 |
| Paycheck Protection Program loan | $2,000,000 |
| Capital lease obligations | $324,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,240,104 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $115,059,124 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $91,935,812 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $537,829 | OtherRevenueAmt |
| Revenue Not Reported | $92,473,641 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,585,483 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $633,201 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,432,311 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,065,512 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,650,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,789,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $537,829 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $537,829 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,251,435 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $633,201 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $652,519 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,285,720 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,537,155 | 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 90,000 in FY2021. 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 169,282. Cost of Sales 368,547. |
| Part XI, Line 4b - Other Adjustments: | Corporate event expenses 5,097. PPP loan forgiveness 2,269,000. ERTC 1,098,146. Insurance proceeds from storm damage 946,687. UBIT Taxes Paid 113,381. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 169,282. Cost of Goods Sold 368,547. |
| Part XII, Line 4b - Other Adjustments: | Corporate event expenses 5,097. Collection acquisitions 73,415. Storm damage 460,626. UBIT Taxes Paid 113,381. |
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 | $50,744,063 | 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 | $50,744,063 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,744,063 | 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 7 investments with a fair market value of $50,744,063 at June 30, 2021. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Point to Point Races | Event1Nm |
| Gross Receipts Event1 | $96,573 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $90,270 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,303 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $135,501 | OtherDirectExpensesEvent1Amt |
| Event2 | Delaware Antiques Show | Event2Nm |
| Gross Receipts Event2 | $28,660 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,160 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $33,781 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $125,233 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $104,770 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,463 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $169,282 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,282 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$148,819 | 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 | $338,400 | FMV |
| Research Fellowship | 28 | $399,914 | 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) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 | Yes (1) | 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 (7 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 | ||||||||||||||
| Exec.Dir.and Trustee (to 5/2021) | $312,177 | $0 | $0 | $0 | $0 | $0 | $17,308 | $0 | $45,029 | $0 | $374,514 | $0 | $0 | $0 |
| Mr John Savage | ||||||||||||||
| Dir.-External Affairs | $174,491 | $0 | $0 | $0 | $0 | $0 | $11,278 | $0 | $8,751 | $0 | $194,520 | $0 | $0 | $0 |
| Mr Christopher Strand | ||||||||||||||
| Dir.-Garden and Estate, Interim CEO | $155,559 | $0 | $0 | $0 | $0 | $0 | $10,315 | $0 | $20,979 | $0 | $186,853 | $0 | $0 | $0 |
| Ms Jennifer Mackey | ||||||||||||||
| Dir.-Philanthropy | $156,134 | $0 | $0 | $0 | $0 | $0 | $5,889 | $0 | $16,885 | $0 | $178,908 | $0 | $0 | $0 |
| Ms Inez Wolins | ||||||||||||||
| Dir.-Visitor Engagement (until 4/202 | $160,774 | $0 | $0 | $0 | $0 | $0 | $837 | $0 | $15,571 | $0 | $177,182 | $0 | $0 | $0 |
| Ms Christine Heesters | ||||||||||||||
| Dir.-Marketing and Technology | $163,166 | $0 | $0 | $0 | $0 | $0 | $2,229 | $0 | $4,271 | $0 | $169,666 | $0 | $0 | $0 |
| Ms Brin Taylor | ||||||||||||||
| Dir.-Human Resources | $149,724 | $0 | $0 | $0 | $0 | $0 | $7,204 | $0 | $9,638 | $0 | $166,566 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Winterthur's Executive Director is required to reside on the premises as a condition of employment in order to preside over events on the estate grounds and oversee the management of the estate. |
| Part I, Lines 4a-b | Inez Wollins - payment equal to nine months salary and $6,359 as reimbursement for the costs of health care continuation coverage for the nine-months following the separation date. Carol Cadou - current salary through the separation date (7/31/21); payment for accrued, but unused, vacation based on accrued vacation as of 4/30/21 and to be paid on the next regular pay date following the separation date; & continued residence at Chandler Farm until the separation date. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | 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 | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $398,086 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 12 | 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. This past year no merit increases were considered. |
| 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 1,998,952. |
| Form 990, Part XII, Line 2c | Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor. |