2022-05-13T13:49:56-05:00 2021-06-30 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990 2020-07-01 510066038 The Henry Francis du Pont Winterthur Museum Inc HENR 3028884600 5105 Kennett Pike Winterthur DE 19735 Susan Bleecher Chief Financial Officer 3028884600 2022-05-13 1 Susan Bleecher 999009999 Peter Kennedy P00571422 3026566632 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Christopher Strand 5105 Kennett Pike Winterthur DE 19735 52180446 0 X www.Winterthur.org X 1930 DE 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. 30 30 390 70 0 0 5437810 10151045 1885449 1693402 30119500 14313406 1169961 1493142 38612720 27650995 716710 747681 0 0 15831764 14257501 0 0 1314078 11854367 11531973 28402841 26537155 10209879 1113840 381564161 471422050 26287653 21096938 355276508 450325112 X 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. 0 0 7822496 1255194 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. 5226151 747681 704747 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. 6481998 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. 19530645 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 143 0 1 390 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Susan Bleecher 3028884600 Winterthur Museum 5105 Kennett Pike Winterthur DE 19735 Mrs Carol B Cadou Exec.Dir.and Trustee (to 5/2021) 50.00 X X 312177 0 62337 Mrs Katharine P Booth Chair 5.00 X X 0 0 0 Mr David L De Luca Vice Chair 5.00 X X 0 0 0 Ms Cynthia A Hewitt Secretary 5.00 X X 0 0 0 Ms Desiree Caldwell Trustee 1.00 X 0 0 0 Mr David W Dangremond Trustee 1.00 X 0 0 0 Mr Logan D Delany Jr Trustee 1.00 X 0 0 0 Mr William K du Pont Trustee (to 7/2020) 1.00 X 0 0 0 Mrs Anne B Ervin Trustee 1.00 X 0 0 0 Mr Timothy R Goldsmith Trustee 1.00 X 0 0 0 Mr Frank J Guzzetta Trustee 1.00 X 0 0 0 Mr James B Hawkes Trustee 1.00 X 0 0 0 Mr Morrison H Heckscher Trustee 1.00 X 0 0 0 Mr John A Herdeg Trustee (to 5/2021), Chair Emeritus and Trustee Em 1.00 X 0 0 0 Mr Frank L Hohmann III Trustee 1.00 X 0 0 0 Mr Joseph C Hoopes Jr Trustee 1.00 X 0 0 0 Mrs Richard I G Jones Trustee 1.00 X 0 0 0 Mr Edward W Kane Trustee 1.00 X 0 0 0 Mrs Ellen J Kullman Trustee 1.00 X 0 0 0 Mr Nicholas P Lambrow Trustee 1.00 X 0 0 0 Mr Forbes Maner Trustee 5.00 X 0 0 0 Mrs Marjorie P McGraw Trustee 1.00 X 0 0 0 Mrs Elizabeth H Owens Trustee 1.00 X 0 0 0 Mr Christopher S Patterson Trustee 1.00 X 0 0 0 Mr Bruce C Perkins Trustee 1.00 X 0 0 0 Dr Donald J Puglisi Trusteee (to 9/2020) 1.00 X 0 0 0 Mrs Lucy S Rhame Trustee 1.00 X 0 0 0 Mrs Melody Sawyer Richardson Trustee 1.00 X 0 0 0 Mr Andrew Richmond Trustee Ex-Officio 1.00 X 0 0 0 Mrs Lynn Springer Roberts Trustee 1.00 X 0 0 0 Mr P Allen Smith Trustee 1.00 X 0 0 0 Mr Stephen S Smith Trustee 1.00 X 0 0 0 Mr P Coleman Townsend Trustee 1.00 X 0 0 0 Dr Richard C Weiss Trustee 1.00 X 0 0 0 Mr John L McGraw Chairman & Trustee Emeritus 1.00 X 0 0 0 The Honorable WL Lyons Brown Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr Samuel Schwartz Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr Rodman Ward Jr Chairman & Trustee Emeritus 1.00 X 0 0 0 Mrs Alice Carey Brown Trustee Emerita 1.00 X 0 0 0 Mr Pierre du Pont Hayward Trustee Emeritus 1.00 X 0 0 0 Mrs Louisa C Duemling Trustee Emerita 1.00 X 0 0 0 Mrs Elizabeth B Johnson Trustee Emerita 1.00 X 0 0 0 Mrs Julia Bissell Leisenring Trustee Emerita 1.00 X 0 0 0 Mr Blaine T Phillips Trustee Emeritus 1.00 X 0 0 0 Mr Geoffrey M Rogers Trustee Emeritus 1.00 X 0 0 0 Dr David P Roselle Trustee Emeritus 1.00 X 0 0 0 Mr Mark E Stalnecker Trustee Emeritus 1.00 X 0 0 0 Mr David D Wakefield Trustee Emeritus 1.00 X 0 0 0 Mr David B Warren Trustee Emeritus 1.00 X 0 0 0 Mr Charles O Wood III Trustee Emeritus 1.00 X 0 0 0 Mr Edmond L Lincoln Honorary Trustee 1.00 X 0 0 0 Ms Denise D Adams Controller and Asst Treasurer 50.00 X 108218 0 8117 Ms Tricia Davies Assistant Secretary (from 6/2021) 50.00 X 40281 0 19180 Ms Jane E Drummond Assistant Secretary (to 6/2021) 50.00 X 71005 0 7908 Mr Michael A Jones Dir.-Finance and Asst Treasurer 50.00 X 54519 0 453 Mr Christopher Strand Dir.-Garden and Estate, Interim CEO (from 5/2021) 50.00 X 155559 0 31294 Ms Christine Heesters Dir.-Marketing and Technology 50.00 X 163166 0 6500 Ms Jennifer Mackey Dir.-Philanthropy 50.00 X 156134 0 22774 Mr John Savage Dir.-External Affairs 50.00 X 174491 0 20029 Ms Brin Taylor Dir.-Human Resources 50.00 X 149724 0 16842 Ms Inez Wolins Dir.-Visitor Engagement (until 4/2021) 50.00 X 160774 0 16408 1546048 0 211842 14 0 1 0 Limbach Company LLC 175 Titus Ave Suite 100 Warrington PA 18976 Equipment Maintenance 955830 Cambridge Associates 4100 N Fairfax Drive Arlington VA 22203 Investment Consulting 475000 Francis Pollinger & Son Inc 57 Germany Drive Wilmington DE 19804 Roofing Contracting 362315 Crane Communications Inc 111 Presidential Blvd Suite 239 Bala Cynwyd PA 19004 Marketing Consulting 322053 Potter Anderson & Corroon 1313 North Market Street PO Box 951 Wilmington DE 19899 Legal Services 204826 10 10000 968305 104770 4241398 4826572 398086 10151045 Admissions 900099 988655 988655 Academic Programs 900099 578788 578788 Program Events 900099 125959 125959 1693402 2885998 2885998 136466 136466 519522 227253 292269 292269 292269 35191777 23764369 11427408 11427408 11427408 20463 104770 169282 -148819 -148819 522882 368547 154335 154335 Proceeds from storm damage 524126 946687 946687 All other revenue 900099 112204 112204 1058891 27650995 1959941 0 15540009 747681 747681 947240 152524 794716 9785122 8290339 784889 709894 1413899 1115536 211545 86818 1318733 1086992 146541 85200 792507 645975 96194 50338 248028 248028 125914 125914 633201 633201 647140 428986 162128 56026 389537 383976 5561 432058 261821 81999 88238 202395 195732 6663 1103609 837825 229964 35820 37066 31762 1202 4102 122908 43662 9867 69379 457488 457488 3486979 2647205 726597 113177 346669 5442 341227 Equipment, Contracts, a 1773009 1764814 8195 Exhibition/Programming 536982 479800 53169 4013 Storm Damage 460626 460626 UBIT Taxes Paid 113381 113381 414983 410573 4410 26537155 19530645 5692432 1314078 2825056 5293508 1236208 3160015 48404 172945 331305 62318 105716 15049 102459718 69878394 34766713 32581324 202280042 238210812 139834413 191787476 136304 138603 381564161 471422050 2179582 1920885 426637 507698 17191021 13428251 6490413 5240104 26287653 21096938 X 286479352 362413614 68797156 87911498 355276508 450325112 381564161 471422050 X 1113840 91935812 1998952 X X 0 1 X 1 1 1 X 4872670 7272118 4196445 5437810 10151045 31930088 4872670 7272118 4196445 5437810 10151045 31930088 2573692 29356396 3544969 4649118 4161150 4285399 3541986 20182622 52112710 16919092 0.56330 0.53540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X Digital Collection & Record 0 342802730 722472 106128246 747681 18456319 633201 429816247 353182994 1761014 7595597 697503 18211142 828230 342802730 356820196 80078 16229214 720793 18449085 776616 353182994 345247632 4493817 28820872 740501 19981533 1020091 356820196 329002321 177782 36671303 746396 18941604 915774 345247632 0.80730 0.09632 0.09638 0 0 6705791 6705791 83548422 62883692 20664730 11133752 6994702 4139050 1071753 1071753 32581324 Limited partnerships 129950139 F Hedge funds 61837337 F 191787476 Accrued pension expense 2915587 Paycheck Protection Program loan 2000000 Capital lease obligations 324517 5240104 115059124 91935812 537829 92473641 22585483 633201 4432311 5065512 27650995 25789264 537829 537829 25251435 633201 652519 1285720 26537155 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. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investment 50744063 0 0 0 0 0 0 50744063 0 50744063 1 0 1 1 1 0 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. Point to Point Races 96573 90270 6303 135501 Delaware Antiques Show 28660 14500 14160 33781 125233 104770 20463 169282 169282 -148819 1 Winterthur Program in American Material Culture 16 338400 FMV Research Fellowship 28 399914 FMV Part I, Line 2: 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. X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 Mrs Carol B Cadou Exec.Dir.and Trustee (to 5/2021) 312177 0 0 0 0 0 17308 0 45029 0 374514 0 0 0 Mr John Savage Dir.-External Affairs 174491 0 0 0 0 0 11278 0 8751 0 194520 0 0 0 Mr Christopher Strand Dir.-Garden and Estate, Interim CEO 155559 0 0 0 0 0 10315 0 20979 0 186853 0 0 0 Ms Jennifer Mackey Dir.-Philanthropy 156134 0 0 0 0 0 5889 0 16885 0 178908 0 0 0 Ms Inez Wolins Dir.-Visitor Engagement (until 4/202 160774 0 0 0 0 0 837 0 15571 0 177182 0 0 0 Ms Christine Heesters Dir.-Marketing and Technology 163166 0 0 0 0 0 2229 0 4271 0 169666 0 0 0 Ms Brin Taylor Dir.-Human Resources 149724 0 0 0 0 0 7204 0 9638 0 166566 0 0 0 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. X 19 FASB ASC 958-360-25 X FASB ASC 958-360-25 X 24 398086 Fair Market Value 12 0 1 1 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. 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.