ISABELLA STEWART GARDNER MUSEUM INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ISABELLA STEWART GARDNER MUSEUM INC (EIN 04-2104334)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202131339349304873
- Schema version
- 2019v5.2
- 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 J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T16:15:45-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISABELLA STEWART GARDNER MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAB | BusinessNameControlTxt |
| Phone | 6175661401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EVANS WAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD RUST | PersonNm |
| Person Title | CHIEF FINAN. & ADMIN. OFFICER | PersonTitleTxt |
| Phone | 6175661401 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PEGGY FOGELMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EVANS WAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,715,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GARDNERMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 253 | TotalEmployeeCnt |
| Total Volunteers | 79 | TotalVolunteersCnt |
| Total Gross UBI | -$51,992 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$117,930 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,694,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,938,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,240,137 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,225,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,983,030 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,278,670 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,120,946 | PYOtherRevenueAmt |
| CY Other Revenue | $727,203 | CYOtherRevenueAmt |
| PY Total Revenue | $23,038,232 | PYTotalRevenueAmt |
| CY Total Revenue | $28,169,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,464,885 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,243,814 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,954,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,358,845 | PYOtherExpensesAmt |
| CY Other Expenses | $13,177,676 | CYOtherExpensesAmt |
| PY Total Expenses | $23,823,730 | PYTotalExpensesAmt |
| CY Total Expenses | $23,421,490 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$785,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,748,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $299,436,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,537,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,108,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,267,693 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $272,328,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $276,269,532 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,446,949 | ExpenseAmt |
| Revenue | $1,904,020 | RevenueAmt |
| Desc | COLLECTION AND CONSERVATION - DISTINGUISHED AMONG OTHER GREAT MUSEUMS FOR ITS INSTALLATION, THE GARDNER MUSEUM CAN BE REGARDED AS A WORK OF ART IN TOTALITY, AS WELL AS A COLLECTION OF APPROXIMATELY 20,000 OBJECTS, INCLUDING ARCHIVAL ITEMS, SPANNING 30 CENTURIES. ISABELLA STEWART GARDNER BEQUEATHED THIS REMARKABLE COLLECTION AND HISTORIC BUILDING AS A RESOURCE "FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC FOREVER." ON CONTINUAL DISPLAY, THE ONGOING CONSERVATION OF THE COLLECTION EMPLOYS CUTTING EDGE SCIENTIFIC METHODS AND NEW PRACTICES TO PRESERVE, PROTECT, AND SAFEGUARD THESE WORKS FOR POSTERITY. SPECIAL EXHIBITIONS, PUBLICATIONS, AND PRESENTATIONS EXAMINE THE MUSEUM'S PERMANENT COLLECTION AND ITS CONTEXT IN GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,892,692 | ExpenseAmt |
| Revenue | $413,569 | RevenueAmt |
| Desc | MUSIC - MUSIC WAS A CENTRAL PART OF ISABELLA STEWART GARDNER'S ARTISTIC CREDO, AND INTEGRAL TO HER VISION OF THE MUSIC FROM THE DAY IT OPENED IN 1903 WITH A CONCERT BY THE BOSTON SYMPHONY ORCHESTRA. HER VISIONARY MUSICAL LEGACY CONTINUES WITH THE COUNTRY'S OLDEST MUSEUM-BASED CONCERT SERIES, WHICH FEATURES WORLD-RENOWNED MUSICIANS AND OUTSTANDING, EMERGING ARTISTS. THE MUSEUM'S SUNDAY CONCERT SERIES PRESENTS APPROXIMATELY 35 CONCERTS ANNUALLY, EMBRACING OLD MUSIC, CLASSIC REPERTOIRE, AND WORLD PREMIERES. PERFORMERS INCLUDE RENOWNED ENSEMBLES AND INSTRUMENTAL AND VOCAL SOLOISTS FROM BOSTON AND AROUND THE GLOBE. OTHER SERIES FEATURE EXCITING MIXES OF CONTEMPORARY MUSIC, HIP HOP AND PERFORMANCE ART. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,869,561 | ExpenseAmt |
| Revenue | $345,646 | RevenueAmt |
| Desc | EDUCATION AND PUBLIC PROGRAMS - THE GARDNER'S EDUCATION DEPARTMENT IS KNOWN FOR A COMMITMENT TO EXCELLENCE IN TEACHING AT ALL LEVELS, FROM CHILDREN TO ADULTS. IN ADDITION TO HIGH-QUALITY PROFESSIONAL DEVELOPMENT FOR TEACHERS AND DOCENTS, THE MUSEUM CONDUCTS THOUGHTFUL RESEARCH THAT BRINGS NEW KNOWLEDGE TO THE MUSEUM EDUCATION FIELD. THE MUSEUM'S EDUCATION INITIATIVES HAVE REGULARLY ATTRACTED NATIONAL ATTENTION. A SUCCESSFUL EVENING PROGRAM FOR YOUNG ADULTS HAS BECOME A MODEL FOR MUSEUMS AROUND THE COUNTRY IN ENGAGING YOUNG AUDIENCES. THINKING THROUGH ART K-12 PROGRAM, KNOWN FOR ITS EXEMPLARY MULTIPLE VISIT APPROACH, HAS PRODUCED RESEARCH ON HOW STUDENTS LEARN THROUGH IN-DEPTH EXPERIENCES WITH ART. A THREE-YEAR RESEARCH PROJECT, CONDUCTED BY EDUCATION STAFF, AND FUNDED BY THE U.S. DEPARTMENT OF EDUCATION, FURTHER DEMONSTRATED HOW ART DISCUSSION HELPED BOSTON STUDENTS DEVELOP SIGNIFICANTLY MORE CRITICAL THINKING SKILLS THAN STUDENTS IN CONTROL SCHOOLS WITHOUT THE PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,289,783 | $196,906 | LANDSCAPE & HORTICULTURE - BY SITUATING THE MUSEUM ON THE BACK BAY FENS, MRS. GARDNER CONTRIBUTED TO A CONCEPTION OF THE CITY AS ENABLED, INFORMED, AND ENHANCED BY LANDSCAPE. TO THIS DAY, THE MUSEUM ASPIRES TO BE A PREEMINENT CULTURAL VENUE FOR LANDSCAPE AND ITS ROLE IN CONTEMPORARY URBANISM. ENGAGING NEW AUDIENCES FROM DESIGN CULTURES, ARTS, AND THE ENVIRONMENT, THE LANDSCAPE PROGRAM OFFERS AN ANNUAL LECTURE SERIES, LANDSCAPE EXHIBITIONS, ONSITE INSTALLATIONS, AND AN ANNUAL FELLOWSHIP FOR EMERGING PRACTITIONERS. THE MUSEUM ALSO SUPPORTS EXTENSIVE HORTICULTURE PROGRAMS, WITH EIGHT SEASONAL PLANT INSTALLATIONS IN ITS ICONIC COURTYARD. THE MONK'S GARDEN AND HORTICULTURE WORKSHOPS AND OTHER PROGRAMMING FURTHER BRING THE ART OF HORTICULTURE TO LIFE AS PART OF THE MUSEUM EXPERIENCE. |
| $1,167,397 | $188,480 | CONTEMPORARY ART - CONTEMPORARY PROGRAMS AT THE GARDNER MUSEUM CREATE A DYNAMIC CONNECTION BETWEEN LIVING ARTISTS, THE COLLECTION, AND VISITORS. THE PROGRAM CELEBRATES THE FOUNDER'S LEGACY OF SUPPORTING ARTISTS AND PROVIDES A PLACE FOR THE PUBLIC TO CONNECT WITH THE INTELLECTUAL, ARTISTIC, AND SOCIAL LIVES OF SOME OF TODAY'S INNOVATIVE AND CREATIVE MINDS. ARTISTS WHO HAVE PARTICIPATED IN THE GARDNER'S UNIQUE ARTIST-IN-RESIDENCE (AIR) OFTEN RETURN MULTIPLE TIMES TO FIND INSPIRATION AND ENJOY THE GIFT OF TIME AND SPACE TO WORK. THEY PROVIDE NEW PERSPECTIVES ON THE HISTORIC COLLECTION, THE ARCHIVES, AND FENWAY COURT THROUGH EXHIBITIONS AND SPECIAL PROJECTS PRESENTED AT THE MUSEUM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,457,180 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $385,386 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,666,382 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 253 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| 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 | MATTHEW TERRILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172785110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EVANS WAY | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 |
|---|---|---|---|---|---|---|---|
| STEPHEN W KIDDER | |||||||
| PRESIDENT, BOARD OF TRUSTEES | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GWILL YORK | |||||||
| TREASURER, BOARD OF TRUSTEES | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANITA BEKENSTEIN | |||||||
| SECRETARY, BOARD OF TRUSTEES | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY ABRAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON ACHTMEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR BODMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA N CABOT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA GARDNER CAMPBELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E CANALES | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE CHERTAVIAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN CHU | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROANN COSTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIT D'ARBELOFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK S DOWNS JR | |||||||
| TRUSTEE (THRU 12/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA FETTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAMS C FLETCHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN GOMEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M HAGERTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA A JOHNSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH KOERNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YUCHUN LEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LIM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN RUETTGERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE CHAPMAN STEMBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD S STEVENSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR GLORIA WHITE-HAMMOND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY FOGELMAN | |||||||
| NORMA JEAN CALDERWOOD DIRECTOR | 40.00 | Yes (X) | Yes (X) | $469,654 | $0 | $17,550 | |
| CLIFFORD RUST | |||||||
| CHIEF FINAN. & ADMIN. OFFICER | 40.00 | Yes (X) | $199,607 | $0 | $13,969 | ||
| LAUREN BUDDING THRU 220 | |||||||
| CHIEF EXTERNAL ENGAGEMENT OFFICER | 40.00 | $219,665 | $0 | $24,587 | Yes (X) | ||
| ANTHONY AMORE | |||||||
| DIRECTOR OF SECURITY | 40.00 | $149,501 | $0 | $10,870 | Yes (X) | ||
| MICHAEL HOLLAND | |||||||
| DIRECTOR OF FACILITIES & CAP. PROJ. | 40.00 | $140,494 | $0 | $23,414 | Yes (X) | ||
| GEORGE STEEL | |||||||
| ABRAMS CURATOR OF MUSIC | 40.00 | $185,467 | $0 | $24,749 | Yes (X) | ||
| KIMBERLY THOMPSON PANAY | |||||||
| DIRECTOR OF MARKETING (THRU 2/20) | 40.00 | $156,510 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,520,898 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,139 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| ACRANOM MASONRY INC | |||||
| 80 INDUSTRIAL PARK ACCESS RD | MIDDLEFIELD | CT | 06455 | MASONRY CONTRACTOR | $318,747 |
| TESSITURA NETWORK INC | |||||
| 11700 PRESTON RD | DALLAS | TX | 75230 | ENTERPRISE SYSTEM | $238,309 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT MANAGEMENT | $206,559 |
| PRELLE INC | |||||
| 43 E 10TH ST B | NEW YORK | NY | 10003 | INTERIOR DESIGN | $168,249 |
| GILBERT & BECKER CO INC | |||||
| 24 CLAPP ST | DORCHESTER | MA | 02125 | ROOFING CONTRACTOR | $157,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $686,358 | MembershipDuesAmt |
| Fundraising | $1,517,571 | FundraisingAmt |
| Government Grants | $1,718,000 | GovernmentGrantsAmt |
| All Other Contributions | $19,016,640 | AllOtherContributionsAmt |
| Noncash Contributions | $1,953,453 | NoncashContributionsAmt |
| Total Contributions | $22,938,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS/TOURS/LECTURES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,225,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,225,271 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,225,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,618,493 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$51,992 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,670,485 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $382,238 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,836 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,402 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,809 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$67,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $660,177 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $660,177 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $660,177 | TotalRevenueColumnAmt |
| Exclusion | $660,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,517,571 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,740 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,740 | TotalRevenueColumnAmt |
| Exclusion | -$28,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $890,689 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $359,148 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $531,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $531,541 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,169,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,048,621 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$51,992 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,234,515 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,748 | TotalAmt |
| Program Services | $1,157,646 | ProgramServicesAmt |
| Management And General | $794,441 | ManagementAndGeneralAmt |
| Fundraising | $242,661 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435,678 | TotalAmt |
| Program Services | $5,529,980 | ProgramServicesAmt |
| Management And General | $77,197 | ManagementAndGeneralAmt |
| Fundraising | $828,501 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,361 | TotalAmt |
| Program Services | $178,902 | ProgramServicesAmt |
| Management And General | $22,936 | ManagementAndGeneralAmt |
| Fundraising | $27,523 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,374 | TotalAmt |
| Program Services | $611,812 | ProgramServicesAmt |
| Management And General | $78,437 | ManagementAndGeneralAmt |
| Fundraising | $94,125 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,653 | TotalAmt |
| Program Services | $467,730 | ProgramServicesAmt |
| Management And General | $59,965 | ManagementAndGeneralAmt |
| Fundraising | $71,958 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $1,950 | ProgramServicesAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,391 | TotalAmt |
| Program Services | $54,125 | ProgramServicesAmt |
| Management And General | $6,939 | ManagementAndGeneralAmt |
| Fundraising | $8,327 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,473 | TotalAmt |
| Program Services | $213,491 | ProgramServicesAmt |
| Management And General | $27,823 | ManagementAndGeneralAmt |
| Fundraising | $34,159 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,073,479 | TotalAmt |
| Program Services | $1,033,674 | ProgramServicesAmt |
| Management And General | $974,481 | ManagementAndGeneralAmt |
| Fundraising | $65,324 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,841 | TotalAmt |
| Program Services | $267,841 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,526 | TotalAmt |
| Program Services | $8,990 | ProgramServicesAmt |
| Management And General | $1,153 | ManagementAndGeneralAmt |
| Fundraising | $1,383 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,549 | TotalAmt |
| Program Services | $27,728 | ProgramServicesAmt |
| Management And General | $3,555 | ManagementAndGeneralAmt |
| Fundraising | $4,266 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,005 | TotalAmt |
| Program Services | $870,445 | ProgramServicesAmt |
| Management And General | $18,520 | ManagementAndGeneralAmt |
| Fundraising | $37,040 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,584 | TotalAmt |
| Program Services | $196,928 | ProgramServicesAmt |
| Management And General | $10,577 | ManagementAndGeneralAmt |
| Fundraising | $3,079 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,136 | TotalAmt |
| Program Services | $345,108 | ProgramServicesAmt |
| Management And General | $7,343 | ManagementAndGeneralAmt |
| Fundraising | $14,685 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,609,509 | TotalAmt |
| Program Services | $5,272,939 | ProgramServicesAmt |
| Management And General | $112,190 | ManagementAndGeneralAmt |
| Fundraising | $224,380 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,941 | TotalAmt |
| Program Services | $210,554 | ProgramServicesAmt |
| Management And General | $26,994 | ManagementAndGeneralAmt |
| Fundraising | $32,393 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIA | $753,706 | $747,967 | $0 | $5,739 |
| EQUIPMENT RENTAL/MAINT. | $502,465 | $142,851 | $359,614 | $0 |
| PRINTING & PUBLICATIONS | $479,314 | $369,814 | $50,770 | $58,730 |
| POSTAGE AND SHIPPING | $332,908 | $234,528 | $22,164 | $76,216 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,349 | TotalAmt |
| Program Services | $721,379 | ProgramServicesAmt |
| Management And General | $145,599 | ManagementAndGeneralAmt |
| Fundraising | $123,371 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,421,490 | TotalAmt |
| Program Services | $18,666,382 | ProgramServicesAmt |
| Management And General | $2,800,948 | ManagementAndGeneralAmt |
| Fundraising | $1,954,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,824,090 | BOYAmt |
| EOY | $11,859,170 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,424,656 | BOYAmt |
| EOY | $4,980,696 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,898 | BOYAmt |
| EOY | $5,449,932 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,536 | BOYAmt |
| EOY | $386,091 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,047 | BOYAmt |
| EOY | $326,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $143,600,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,539,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,670,961 | BOYAmt |
| EOY | $83,061,466 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,165,228 | BOYAmt |
| EOY | $20,374,101 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,175,525 | BOYAmt |
| EOY | $167,405,169 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,409,415 | BOYAmt |
| EOY | $6,694,567 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,436,356 | BOYAmt |
| EOY | $300,537,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,824 | BOYAmt |
| EOY | $977,587 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,193 | BOYAmt |
| EOY | $487,809 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,170,232 | BOYAmt |
| EOY | $22,802,297 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,108,249 | BOYAmt |
| EOY | $24,267,693 | 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 | $73,778,069 | BOYAmt |
| EOY | $71,484,387 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,550,038 | BOYAmt |
| EOY | $204,785,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,328,107 | BOYAmt |
| EOY | $276,269,532 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,436,356 | BOYAmt |
| EOY | $300,537,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,748,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$806,798 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $13,008,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,720,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,816,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,839,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,252,211 | CurrentTaxYearAmt |
| Total | $69,636,574 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,008,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,720,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,816,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,839,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,252,211 | CurrentTaxYearAmt |
| Total | $69,636,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,413,650 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,222,924 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,667,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,481,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,560,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,116,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,760,914 | CurrentTaxYearAmt |
| Total | $8,586,883 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $366,038 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,300 | CurrentTaxYearMinus1YearAmt |
| Total | $343,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,932,995 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,712,831 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66480 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,482,944 | AssetsIncludedAmt |
| 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $171,931,618 | BeginningYearBalanceAmt |
| Contributions | $6,834,031 | ContributionsAmt |
| Investment Earnings Or Losses | $1,178,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,336,072 | OtherExpendituresAmt |
| End Year Balance | $171,608,366 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,068,115 | BeginningYearBalanceAmt |
| Contributions | $3,033,730 | ContributionsAmt |
| Investment Earnings Or Losses | $4,030,466 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,200,693 | OtherExpendituresAmt |
| End Year Balance | $171,931,618 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $167,984,883 | BeginningYearBalanceAmt |
| Contributions | $2,347,655 | ContributionsAmt |
| Investment Earnings Or Losses | $9,787,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,052,093 | OtherExpendituresAmt |
| End Year Balance | $172,068,115 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,554,021 | BeginningYearBalanceAmt |
| Contributions | $1,672,643 | ContributionsAmt |
| Investment Earnings Or Losses | $17,603,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,845,749 | OtherExpendituresAmt |
| End Year Balance | $167,984,883 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,844,354 | BeginningYearBalanceAmt |
| Contributions | $3,516,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,507,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,300,107 | OtherExpendituresAmt |
| End Year Balance | $156,554,021 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,544 | OtherCostOrOtherBasisAmt |
| Book Value | $181,544 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,252,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,409,861 | DepreciationAmt |
| Book Value | $75,842,740 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,140,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,129,150 | DepreciationAmt |
| Book Value | $3,011,646 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,025,536 | OtherCostOrOtherBasisAmt |
| Book Value | $4,025,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,061,466 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE ALTERNATIVES | $105,568,352 | F |
| NON-MARKETABLE ASSETS | $2,553 | F |
| EQUITIES | $61,834,264 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $167,405,169 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,633,166 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$806,798 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $545,724 | OtherRevenueAmt |
| Revenue Not Reported | -$261,074 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,894,240 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $275,473 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $275,473 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,169,713 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,691,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $545,724 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $545,724 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,146,017 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $275,473 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $275,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,421,490 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ISABELLA STEWART GARDNER MUSEUM DISPLAYS AN ART COLLECTION OF WORLD IMPORTANCE, INCLUDING WORKS THAT RANK AMONG THE MOST SIGNIFICANT OF THEIR TYPE. ISABELLA GARDNER COLLECTED AND CAREFULLY DISPLAYED A COLLECTION COMPRISED OF APPROXIMATELY 20,000 OBJECTS, INCLUDING ARCHIVAL ITEMS -- PAINTINGS, SCULPTURE, FURNITURE, TEXTILES, DRAWINGS, SILVER, CERAMICS, ILLUMINATED MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND LETTERS -- FROM ANCIENT ROME, MEDIEVAL EUROPE, RENAISSANCE ITALY, ASIA, THE ISLAMIC WORLD AND 19TH-CENTURY FRANCE AND AMERICA. BUILT TO EVOKE A 15TH-CENTURY VENETIAN PALACE, THE MUSEUM BUILDING ITSELF PROVIDES AN ATMOSPHERIC SETTING FOR ISABELLA STEWART GARDNER'S INVENTIVE CREATION. HISTORICAL AND SCHOLARLY ENDEAVORS AT THE ISABELLA STEWART GARDNER MUSEUM EXPLORE THE MUSEUM'S PERMANENT COLLECTION AND THE CONTEXT OF ISABELLA GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. EXHIBITIONS EXAMINE HISTORICAL AND SOCIAL PERSPECTIVES OF WORKS OF ART, RESULTING IN AN ENRICHING EXPERIENCE FOR VISITORS TO THE MUSEUM. THE COLLECTION IS ALSO A SOURCE OF INSPIRATION FOR EDUCATORS, THINKERS, AND CONTEMPORARY ARTISTS, AND SERVES AS THE FOCUS TO PROGRAMS AS WELL AS EDUCATIONAL AND COMMUNITY INITIATIVES. |
| PART V, LINE 4: | THE ENDOWMENTS WERE FUNDED BY DONORS AND BY THE MUSEUM'S BOARD TO PROVIDE FINANCIAL SUPPORT FOR SPECIFIC PROGRAMS AND TO ENSURE THE LONG-TERM VIABILITY OF THE MUSEUM AND ITS MISSION. |
| PART X, LINE 2: | THE MUSEUM IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. THE MUSEUM HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED AND UNRELATED ARE NOT UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CAFE RENTAL EXPENSES 157,836. MUSEUM SHOP COST OF GOODS SOLD 359,148. FUNDRAISING EVENT EXPENSES 28,740. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CAFE RENTAL EXPENSES 157,836. MUSEUM SHOP COST OF GOODS SOLD 359,148. FUNDRAISING EVENT EXPENSES 28,740. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $71,780,884 | 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 | $71,780,884 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $71,780,884 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA - CONCERT | Event1Nm |
| Gross Receipts Event1 | $1,517,571 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,517,571 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $28,740 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,517,571 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,517,571 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $28,740 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,740 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,740 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PEGGY FOGELMAN | ||||||||||||||
| NORMA JEAN CALDERWOOD DIRECTOR | $459,912 | $0 | $0 | $0 | $9,742 | $0 | $11,275 | $0 | $6,275 | $0 | $487,204 | $0 | $0 | $0 |
| CLIFFORD RUST | ||||||||||||||
| CHIEF FINAN. & ADMIN. OFFICER | $199,607 | $0 | $0 | $0 | $0 | $0 | $6,008 | $0 | $7,961 | $0 | $213,576 | $0 | $0 | $0 |
| LAUREN BUDDING THRU 220 | ||||||||||||||
| CHIEF EXTERNAL ENGAGEMENT OFFICER | $219,665 | $0 | $0 | $0 | $0 | $0 | $6,742 | $0 | $17,845 | $0 | $244,252 | $0 | $0 | $0 |
| ANTHONY AMORE | ||||||||||||||
| DIRECTOR OF SECURITY | $142,001 | $0 | $7,500 | $0 | $0 | $0 | $3,772 | $0 | $7,098 | $0 | $160,371 | $0 | $0 | $0 |
| MICHAEL HOLLAND | ||||||||||||||
| DIRECTOR OF FACILITIES & CAP. PROJ. | $140,494 | $0 | $0 | $0 | $0 | $0 | $4,409 | $0 | $19,005 | $0 | $163,908 | $0 | $0 | $0 |
| GEORGE STEEL | ||||||||||||||
| ABRAMS CURATOR OF MUSIC | $147,932 | $0 | $0 | $0 | $37,535 | $0 | $4,297 | $0 | $20,452 | $0 | $210,216 | $0 | $0 | $0 |
| KIMBERLY THOMPSON PANAY | ||||||||||||||
| DIRECTOR OF MARKETING (THRU 2/20) | $156,510 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUS, IF ANY, AWARDED TO THE NORMA JEAN CALDERWOOD DIRECTOR IS RECOMMENDED BY THE COMPENSATION COMMITTEE BUT DETERMINED BY THE BOARD. BONUSES FOR OTHERS ARE DETERMINED BY THE NORMA JEAN CALDERWOOD DIRECTOR AND THE COMPENSATION COMMITTEE OF THE BOARD. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2016-05-03 | BondIssuedDt |
| Issue Price | $26,675,000 | IssuePriceAmt |
| Purpose | PARTIAL REFINANCING OF 2009 ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $26,675,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $179,293 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $26,495,707 | WorkingCapitalExpendituresAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00340 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00340 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,953,453 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1: | ORGANIZATION'S MISSION STATEMENT TRUE TO THE AMBITIOUS VISION OF ITS FOUNDER AND HER SPIRIT OF CREATIVE RISK-TAKING, THE MISSION OF THE ISABELLA STEWART GARDNER MUSEUM IS: - TO BRING TO LIFE AND PRESERVE THE RICH HISTORIC COLLECTION; - TO CULTIVATE TALENT IN THE PURSUIT OF KNOWLEDGE AND ACTS OF CREATION IN THE ARTS AND HUMANITIES; - TO SUPPORT ARTISTS, LANDSCAPE ARCHITECTS, MUSICIANS, SCHOLARS AND STUDENTS; AND - TO ENGAGE LOCAL AND GLOBAL AUDIENCES IN A SANCTUARY OF BEAUTY AND THE ARTS WHERE DEEPLY PERSONAL AND COMMUNAL ADVENTURES UNFOLD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED AND APPROVED FORM 990 PRIOR TO FILING. ALL TRUSTEES WERE GIVEN ACCESS TO A SECURE WEBSITE ON WHICH A COMPLETE COPY OF FORM 990 WAS AVAILABLE FOR REVIEW (SCHEDULE B, PART I WAS MADE AVAILABLE UPON REQUEST) PRIOR TO FILING. THE MUSEUM EMAILED ALL OF ITS GOVERNING BODY MEMBERS A LINK TO THE PASSWORD-PROTECTED WEBSITE, NOTING WITHIN THE EMAIL THAT THE FORM 990 WAS AVAILABLE FOR REVIEW ON THAT SITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES COLLECTS AND REVIEWS ANNUAL CONFLICT DISCLOSURE REPORTS FROM ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES. TRUSTEES AND THEIR FAMILIES MAY NOT SERVE AS PAID EMPLOYEES OF THE MUSEUM UNLESS APPROVED IN ADVANCE BY THE BOARD. TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST ABSTAIN FROM DISCUSSIONS AND VOTES ON ANY ACTION WHERE THEY HAVE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES SETS COMPENSATION FOR THE DIRECTOR BASED ON THE RECOMMENDATION OF THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE OF THE BOARD SETS COMPENSATION FOR OTHER KEY EMPLOYEES BASED ON THE RECOMMENDATION OF THE DIRECTOR. FOR EACH POSITION, THE COMMITTEE USES DATA BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION FROM OTHER SIMILAR ORGANIZATIONS, EXPERT COMPENSATION STUDIES OR OTHER COMPARABILITY BASED DATA. COMPENSATION IS SET BY INDEPENDENT PERSONS AND DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE MUSEUM WILL CONSIDER REQUESTS FOR COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |