2021-05-17T14:12:21-05:00 2020-06-30 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990 2019-07-01 510066038 The Henry Francis du Pont Winterthur Museum Inc HENR 3028884600 5105 Kennett Pike Winterthur DE 19735 Michael Jones Director of Finance 3028884600 2021-05-14 1 Peter Kennedy P00571422 3026566632 2021-05-14 2019 2022-09-23 18:48:47Z Carol B Cadou 5105 Kennett Pike Winterthur DE 19735 133309991 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. 34 33 416 350 0 292268 4196445 5437810 3299978 1885449 9358112 30119500 1252083 1169961 18106618 38612720 727339 716710 0 0 16240737 15831764 0 0 1412297 13165482 11854367 30133558 28402841 -12026940 10209879 391291039 381564161 25347246 26287653 365943793 355276508 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 8515116 2050005 Public Visitation, Membership, and Public Relations:Winterthur welcomed 121,085 guests in FY20. Guided house/gallery tours (serving 50,000 in FY20) and garden/estate tours (serving 60,000), were part of a robust calendar of year-round, onsite programs for learners of all ages. Highlights included interactive, curriculum-based, and developmentally-appropriate programs for learners in preK-12th grade, augmented by virtual field trips and in-class programs led by School Guides. To ensure that underrepresented students had access to educational programs, Winterthur waived admission and subsidized school bus transportation through dedicated scholarship opportunities. Winterthur, the only museum in the area with a conservation lab, enabled students to go behind the scenes through unique conservation programs (Bugs in the Museum, STEAM Superheroes, and Discover the Science) created for elementary, middle, and high school students, respectively. Continuing education for adults featured two seasonal lecture series aligned with major exhibitions; an author series; book clubs; hands-on workshops, classes, and courses; a summer and winter performing arts series; professional development workshops for classroom teachers; conservation clinics, two academic conferences that attract national and international registrations, and the widely respected Winterthur Institute, a three-week intense course of study.Children and families discovered a regularly scheduled menu of programs, such as Story Time in Enchanted Woods, and Curious Kids, balanced with creative activities in backpacks for check out and use in the permanent collection galleries to promote intergenerational learning. Annual community programs included Fantastic Fridays, offered during the summer and after school in cooperation with the Salvation Army, taught by Winterthur Guides and teen volunteers. The summer season kicks off with Enchanted Summer Day (June) Terrific Tuesdays, a weekly program in July and August for 3-10 year olds and caregivers, Truck & Tractor Day (October), and Yuletide at Winterthur (44 days, November through January), which celebrated its 40th season in 2020. Winterthur started FY20 with 9,687 member households and ended with 10,177 member households.Winterthur held a Member Appreciation and Double Discount Day in November 2019 which included a lecture and the attendance at that was 250 members/11 nonmembers. Small capacity programs were held for the upper level members. Other programming included a Yoga, Wine, and Cheese event in Sept. 2019, weekly Wellness Yoga classes including a virtual option and Wellness Hikes. There were no membership sponsored programs after March 2020 because of COVID. 6765042 716710 691472 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 FY20. 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 1,005 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 FY20 the library added 130 archival lots and 875 books and periodicals by purchase and gift; cataloged and updated 949 records; and lent 216 books through interlibrary loan. We counted 433 user days in the manuscript and archive collections and 2,774 user days in the Printed Book and Periodical Collection. Staff added significantly to our electronic resources with the production of digital collections. 6508481 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. 21788639 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 1 164 0 1 416 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Michael Jones 3028884600 Winterthur Museum 5105 Kennett Pike Winterthur DE 19735 Mrs Carol B Cadou Exec.Dir.and Trustee 50.00 X X 297903 0 42769 Mrs Katharine P Booth Chair 5.00 X X 0 0 0 Mr Pierre du Pont Hayward Vice Chair (to 1/20); Trustee Emerius (from 1/20) 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 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 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 Trustee 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 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 92295 0 6297 Ms Jane E Drummond Assistant Secretary 50.00 X 68569 0 6297 Mr David Durandt CFO and Treasurer (to 2/2020) 50.00 X 152030 0 0 Mr John Groff Dir.-Interpretation 50.00 X 123973 0 7670 Mr Gregory Landrey Dir.-Academic Affairs 50.00 X 139975 0 7670 Ms Anizia Karmazyn Dir.-Philanthorpy (to 7/2019) 50.00 X 127565 0 8832 Mr John Savage Dir.-External Affairs 50.00 X 168285 0 7670 Mr Christopher Strand Dir.-Garden and Estate 50.00 X 148209 0 32307 1318804 0 119512 13 0 1 0 Limbach Company LLC 175 Titus Ave Suite 100 Warrington PA 18976 Equipment Maintenance 617209 Restaurant Associates 5105 Kennett Pike Winterthur DE 19735 Food Service 561783 Cambridge Associates 4100 N Fairfax Drive Arlington VA 22203 Investment Consulting 500000 Crane Communications Inc 111 Presidential Blvd Suite 239 Bala Cynwyd PA 19004 Marketing Consulting 349401 Conner Printing Inc 2977 Dutton Mill Road Aston PA 19014 Publishing 160633 12 901611 89537 103510 4343152 1103869 5437810 Admissions 900099 1193977 1193977 Academic Programs 900099 574063 574063 Program Events 900099 117409 117409 1885449 3665378 3665378 155607 155607 464414 223421 240993 240993 240993 119987962 93533840 26454122 26454122 26454122 270786 89537 353453 -82667 -82667 1008663 586557 422106 422106 All other revenue 900099 433922 433922 433922 38612720 2741477 0 30433433 716710 716710 542406 542406 11619399 9842075 972766 804558 1910138 1606932 199064 104142 915854 807904 55592 52358 843967 674784 126215 42968 75346 75346 105795 105795 828230 828230 521007 277937 197246 45824 515939 511866 3427 646 627021 370604 117742 138675 273932 273197 735 1194856 899674 256721 38461 143226 121889 14078 7259 358000 291266 27880 38854 605291 605291 3617635 2723919 777267 116449 293586 5442 288144 Equipment, Contracts, a 1633844 1633844 Exhibition/Programming 432338 415112 8540 8686 Collection Acquisitions 182907 182907 Library Expenses 157420 156661 759 287994 275916 155 11923 28402841 21788639 5201905 1412297 682297 2825056 1543848 1236208 357553 48404 422791 331305 116912 105716 101614941 66848228 36118666 34766713 185183544 202280042 166865428 139834413 0 136304 391291039 381564161 1874026 2179582 493257 426637 17877587 17191021 5102376 6490413 25347246 26287653 X 297460514 286479352 68483279 68797156 365943793 355276508 391291039 381564161 X 10209879 -22491412 1614248 X X 0 1 X 1 1 1 X 6886934 4872670 7272118 4196445 5437810 28665977 6886934 4872670 7272118 4196445 5437810 28665977 2426952 26239025 3702806 3544969 4649118 4161150 4285399 20343442 49009419 18990291 0.53540 0.57790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X Digital Collection & Record 0 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 356108224 1974789 -10216745 705017 17565983 592947 329002321 0.81050 0.11870 0.07080 0 0 6705791 6705791 82896589 60063056 22833533 11242990 6785172 4457818 769571 769571 34766713 Limited partnerships 52783305 F Hedge funds 87051108 F 139834413 Accrued pension expense 4221413 Paycheck Protection Program loan 2269000 6490413 15986233 -22491412 940010 -21551402 37537635 828230 246855 1075085 38612720 28267766 940010 940010 27327756 828230 246855 1075085 28402841 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 128,000 in FY2020. Many of these visitors are cultural tourists and museum members who take tour 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 353,453. Cost of Sales 586,557. Part XI, Line 4b - Other Adjustments: Corporate event expenses 246,855. Part XII, Line 2d - Other Adjustments: Special Event Expenses 353,453. Cost of Goods Sold 586,557. Part XII, Line 4b - Other Adjustments: Rental and event expenses 246,855. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Investment 40819675 0 0 0 0 0 0 40819675 0 40819675 1 0 1 1 1 0 Part III Accounting Method: Point to Point Races 37562 37507 55 64149 Delaware Antiques Show 322761 52030 270731 289304 360323 89537 270786 353453 353453 -82667 1 Winterthur Program in American Material Culture 16 336000 FMV Research Fellowship 29 361503 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 0 0 0 0 0 0 0 0 0 Mrs Carol B Cadou Exec.Dir.and Trustee 297903 0 0 0 0 0 2769 0 40000 0 340672 0 0 0 Mr David Durandt CFO and Treasurer (to 2/2020) 152030 0 0 0 0 0 0 0 0 0 152030 0 0 0 Mr John Savage Dir.-External Affairs 168285 0 0 0 0 0 0 0 7670 0 175955 0 0 0 Mr Christopher Strand Dir.-Garden and Estate 148209 0 0 0 0 0 10140 0 22167 0 180516 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. X 1125 FASB ASC 958-360-25 X FASB ASC 958-360-25 X 16 1103869 Fair Market Value 8 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 activities 1,614,248. Form 990, Part XII, Line 2c Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor.