2021-11-10T13:57:53-06:00 2020-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2020-01-01 060653120 MYSTIC SEAPORT MUSEUM INC MYST 8605720711 75 GREENMANVILLE AVENUE MYSTIC CT 06355 PETER ARMSTRONG PRESIDENT & TRUSTEE 8605720711 2021-11-05 1 PETER ARMSTRONG 999009999 PAUL BALLASY P00852868 9592007000 2021-11-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PETER ARMSTRONG 75 GREENMANVILLE AVENUE MYSTIC CT 06355 58753904 0 X WWW.MYSTICSEAPORT.ORG X 1929 CT MYSTIC SEAPORT MUSEUM STRIVES TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE. 34 33 327 284 0 0 8833696 6945132 7270584 3002130 7527277 2178734 1308121 294787 24939678 12420783 120758 12326 0 0 12149647 8802561 0 0 1523860 9949059 7491896 22219464 16306783 2720214 -3886000 101622938 111398062 5113773 12552382 96509165 98845680 X MYSTIC SEAPORT MUSEUM STRIVES TO INSPIRE AN ENDURING CONNECTION TO THE AMERICAN MARITIME EXPERIENCE. 0 0 3398920 3026483 VISITOR EXPERIENCE - EACH YEAR MORE THAN 115,000 PEOPLE VISIT MYSTIC SEAPORT, THE MUSEUM OF AMERICA AND THE SEA. THE DEPARTMENTS AND DIVISIONS THAT HAVE PRIMARY RESPONSIBILITY FOR THE VISITOR EXPERIENCE INCLUDE: VISITOR SERVICES, EXHIBITIONS, INTERPRETATION PROGRAMS, AND MUSEUM STORES. THEY WELCOME VISITORS; PROVIDE FOR THEIR PHYSICAL NEEDS; OFFER EDUCATIONAL AND ILLUSTRATIVE PRODUCTS TO UNDERSCORE THE THEME OF AMERICA AND THE SEA; RESEARCH, DESIGN, PRODUCE AND CARE FOR EXHIBITS; RESEARCH, PLAN, AND CONDUCT A VARIED SEASONAL SCHEDULE OF PROGRAMS, ACTIVITIES AND SPECIAL EVENTS FOR VISITORS OF ALL AGES. 1177892 12326 85432 EDUCATIONAL PROGRAMS - MYSTIC SEAPORT OFFERS A VARIETY OF FORMAL AND INFORMAL EDUCATIONAL OPPORTUNITIES FOR DIVERSE AUDIENCES. EDUCATORS CAN CHOOSE FROM A VARIED MENU OF EDUCATIONAL PROGRAMMING INCLUDING SELF-GUIDED EXPLORATION, GUIDED TOURS WITH HANDS ON ACTIVITIES, PLANETARIUM SHOWS, ROLEPLAYER OR CHANTEY PERFORMANCES, IN-SCHOOL WORKSHOPS & VIRTUAL PROGRAMS.THE MUSEUM SERVES OVER 40,000 STUDENTS AND ADULTS EACH YEAR. THE EDUCATION DEPARTMENT WORKS WITH EDUCATORS AND STUDENTS TO PROVIDE A TAILORED EDUCATIONAL EXPERIENCE TO MEET THE NEEDS OF THEIR CURRICULUM INCLUDING SAILING PROGRAMS AND SUMMER CAMPS. 5613958 117477 COLLECTIONS & RESEARCH - THE MUSEUM'S COLLECTIONS HOLD OVER 2 MILLION ITEMS, INCLUDING VESSELS, HISTORIC BUILDINGS, PHOTOGRAPHS, FILM AND VIDEO FOOTAGE, IMPRINTS, ART, TOOLS, AND ARTIFACTS DATING FROM THE EIGHTEENTH, NINETEENTH AND TWENTIETH CENTURIES. THE WATERCRAFT COLLECTION, THE LARGEST COLLECTION OF ITS GENRE IN THE WORLD WITH OVER 480 VESSELS, INCLUDES 4 NATIONAL HISTORIC LANDMARKS: THE 1841 WHALING BARK CHARLES W. MORGAN, THE 1921 FISHING SCHOONER L. A. DUNTON, THE 1908 STEAM FERRY SABINO, AND THE NOANK WELL-SMACK EMMA C. BERRY. CURATORIAL WORK INCLUDES ACQUISITION, REGISTRATION, RESEARCH AND DOCUMENTATION, RESTORATION AND CONSERVATION. THE HENRY B. DUPONT PRESERVATION SHIPYARD WAS ESTABLISHED TO ENABLE MYSTIC SEAPORT TO CARE FOR ITS HISTORIC WATERCRAFT. THE SHIPYARD IS ALSO AN EXHIBIT WHERE VISITORS CAN WATCH THE STAFF PERFORM THE WORK NECESSARY TO MAINTAIN AND RESTORE OUR WATERCRAFT COLLECTION, EMPHASIZING THE USE OF TRADITIONAL MATERIALS AND SKILLS. THE MUSEUM'S EXTENSIVE COLLECTIONS OF MARITIME ART AND ARTIFACTS, PHOTOGRAPHS AND MOVING IMAGES, AND SHIPS PLANS ARE HOUSED ALONGSIDE THE G. W. BLUNT WHITE LIBRARY'S BOOKS AND PERIODICALS, CHARTS AND MAPS, ORAL HISTORIES, MICROFILM, LOG BOOKS, SHIPS REGISTERS AND MANUSCRIPTS IN A STATE OF THE ART FACILITY, THE COLLECTIONS RESEARCH CENTER. STAFF AND COLLECTIONS ARE BROUGHT TOGETHER HERE IN A COORDINATED AND EFFECTIVE CONFIGURATION UNDER ONE ROOF. THE COLLECTIONS RESEARCH CENTER IS THE MUSEUM'S CENTER FOR ADVANCED RESEARCH IN AMERICAN MARITIME HISTORY, CULTURE AND SCIENCE, SERVING STUDENTS, MEMBERS, STAFF AND OUTSIDE SCHOLARS. THE MUSEUM ALSO CONTRIBUTES TO KNOWLEDGE OF MARITIME STUDIES AND SCHOLARSHIP THROUGH BOOK PUBLICATION, AND SYMPOSIA. 10190770 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 132 0 1 327 1 0 0 0 0 0 1 1 1 0 0 1 0 0 0 X 34 33 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT NJ NY PA RI MA CA FL X PETER ARMSTRONG 8605720711 75 GREENMANVILLE AVENUE MYSTIC CT 06355 ALEXANDER D BULAZEL TRUSTEE 1.00 X 0 0 0 ALEXANDRA T THORNE TRUSTEE 1.00 X 0 0 0 CAROLYN MICHAS TRUSTEE 1.00 X 0 0 0 CHARLES J HAMM TRUSTEE 1.00 X 0 0 0 CHESTER W KITCHINGS JR TRUSTEE 1.00 X 0 0 0 DAVID R BECHTEL TRUSTEE 1.00 X 0 0 0 DONNA F ROEHSLER TRUSTEE 1.00 X 0 0 0 GRANT L CAMBRIDGE TRUSTEE 1.00 X 0 0 0 J BARCLAY COLLINS II TRUSTEE 1.00 X 0 0 0 J ROBERT MANN JR TRUSTEE 1.00 X 0 0 0 JAY S BENET TRUSTEE 1.00 X 0 0 0 KENNETH S SIEGEL TRUSTEE 1.00 X 0 0 0 MAARTEN C DEJONG TRUSTEE 1.00 X 0 0 0 MICHAEL S HUDNER CHAIRMAN 1.00 X X 0 0 0 MICHAEL T MASIN TRUSTEE 1.00 X 0 0 0 PETER ARMSTRONG PRESIDENT & TRUSTEE 40.00 X X 44619 0 173 PETER GLEYSTEEN TRUSTEE 1.00 X 0 0 0 RAYMOND B STRONG III TRUSTEE 1.00 X 0 0 0 RICHARD R VIETOR TRUSTEE 1.00 X 0 0 0 RICHARD W CLARY VICE CHAIRMAN 1.00 X X 0 0 0 ROBB A ALLAN TRUSTEE 1.00 X 0 0 0 ROBERT A VINCENT TRUSTEE 1.00 X 0 0 0 ROBERT B RODGERS TRUSTEE 1.00 X 0 0 0 ROBERT C MARTIN SECRETARY 1.00 X X 0 0 0 ROBERT C MUSETTI TRUSTEE 1.00 X 0 0 0 ROBERT L W MCGRAW TRUSTEE 1.00 X 0 0 0 SHARON E COHEN TRUSTEE 1.00 X 0 0 0 SHEILA MCCURDY TRUSTEE 1.00 X 0 0 0 STANLEY T WELLS TRUSTEE 1.00 X 0 0 0 STEPHEN C WHITE OUTGOING PRESIDENT & TRUSTEE 40.00 X X 294030 0 16676 WILLIAM D FORSTER TRUSTEE 1.00 X 0 0 0 WILLIAM E COOK TRUSTEE 1.00 X 0 0 0 BECCA MCBEE ASST. SECRETARY 40.00 X 59749 0 1394 DAVID PATTEN CFO/ASST. TREASURER 40.00 X 187137 0 23261 CHRIS FREEMAN DIRECTOR OF DEVELOPMENT 40.00 X 105992 0 24166 CHRISTOPHER GASIOREK VP WATERCRAFT PRESERVATION 40.00 X 133977 0 2103 JOHN URBAN DIR. OF MAJOR GIFTS & STRATEGY 40.00 X 118673 0 1962 LAURA HOPKINS SR VP FOR ADVANCEMENT 40.00 X 156962 0 26319 SUSAN FUNK OUTGOING EVP/COO 40.00 X 103962 0 12511 1205101 0 108565 7 0 1 0 GLENMEDE 1650 MARKET STREET SUITE 1200 PHILADELPHIA PA 19103 INVESTMENT SERVICES 167539 ISAACSON MILLER INC 263 SUMMER STREET 7TH FLOOR BOSTON MA 02210 EXECUTIVE CANDIDATE SEARCH 166856 MAYOSEITZ MEDIA 751 ARBOR WAY SUITE 130 BLUE BELL PA 19422 MEDIA MARKETING 128596 D2 MEDIA SOLUTIONS - THE DAY PUBLISHING 47 EUGENE ONEIL DR PO BOX 1231 NEW LONDON CT 06320 MEDIA MARKETING 117616 WIGGIN & DANA LLP ONE CENTURY TOWER PO BOX 1832 NEW HAVEN CT 06508 LEGAL SERVICES 116209 6 407208 139728 6398196 1566716 6945132 GATE ADMISSIONS 713990 1577700 1577700 PROGRAM FEES 713990 1338998 1338998 SALES OF PUBLISHED MATERIALS 900099 85432 85432 3002130 981593 981593 979 979 434927 41790 364522 45649 70405 -3859 66546 66546 46790000 252000 45524467 320392 1265533 -68392 1197141 1197141 187100 78091 109009 109009 MISCELLANEOUS 900099 118253 118253 118253 12420783 3229392 0 2246259 12326 12326 627039 55577 433514 137948 6299223 3454998 1986377 857848 97497 52681 32264 12552 1300252 684516 434936 180800 478550 243704 166185 68661 164777 164777 73250 73250 19500 19500 326468 326468 86063 45344 29545 11174 180454 6695 173759 332944 151141 92011 89792 685161 27779 657382 89511 37928 29002 22581 105297 105297 1907552 1901035 6517 602612 76508 526104 SERVICES 1356869 663946 655069 37854 REPAIRS & MAINTENANCE 934333 579458 324425 30450 EQUIPMENT PURCHASE 206286 193197 13089 CREDIT CARD FEES 140746 8624 124215 7907 280073 1975813 -1755516 59776 16306783 10190770 4592153 1523860 1089040 6154586 5228201 5094164 795727 466787 218031 187714 458983 467872 72284149 47186865 26007544 25097284 63458821 69232057 4366591 4697598 101622938 111398062 982909 777437 2670047 5835707 1379555 5820796 81262 118442 5113773 12552382 X 27047422 23822680 69461743 75023000 96509165 98845680 101622938 111398062 X -3886000 5897385 325130 X X 0 1 X 1 0 X 8466424 6684005 11955528 8833696 6945132 42884785 8466424 6684005 11955528 8833696 6945132 42884785 1609590 41275195 1557395 2241113 2153550 2677784 1459289 10089131 19640 3500 2250 25390 392934 437286 466867 478443 118253 1893783 54893089 31828928 0.75190 0.75930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 75,359. 2017 AMOUNT: $ 114,435. 2018 AMOUNT: $ 145,487. 2019 AMOUNT: $ 158,243. 2020 AMOUNT: $ 118,253. FUNDRAISING - 2016 AMOUNT: $ 150,457. 2017 AMOUNT: $ 320,740. 2018 AMOUNT: $ 321,380. 2019 AMOUNT: $ 320,200. AMISTAD REPAIRS - 2016 AMOUNT: $ 167,118. 2017 AMOUNT: $ 2,111. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 19500 19500 0 X 1 0 0 1 1 1.00 0 X X X X X LICENSING/PUBLICATION/PROD 0 58215984 323600 7762883 3011386 63291081 45866043 4438058 11346070 3434187 58215984 47301774 426284 922494 2784509 45866043 42841514 272838 7597731 3410309 47301774 42133379 49430 2058705 1400000 42841514 0.06900 0.59000 0.34100 0 0 1099762 1099762 43696059 27390109 16305950 12630412 11643289 987123 14857916 8153467 6704449 25097284 GIFT ANNUITY OBLIGATIONS, DEPOSITS, ETC. 71166 SWAP LIABILITY 47276 118442 X 19175609 5897385 42783 652864 6593032 12582577 326468 -488262 -161794 12420783 16511359 42783 488262 531045 15980314 326468 326468 16306782 PART II, LINE 9: THE ORGANIZATION FOLLOWS THE SAME METHOD FOR RECORDING EASEMENTS AS IT DOES FOR ITS COLLECTIONS. REFER TO RESPONSE TO SCHEDULE D PART III. PART III, LINE 1A: THE MUSEUM DOES NOT CAPITALIZE COLLECTIONS. SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. ACCORDINGLY, PURCHASED COLLECTION ITEMS ARE EXPENSED IN THE YEAR OF PURCHASE AND NO REVENUE IS RECOGNIZED ON DONATED COLLECTION ITEMS. PART III, LINE 4: THE MUSEUM'S COLLECTIONS INCLUDE 400 WATERCRAFTS (INCLUDING 5 MAJOR VESSELS), 24 HISTORIC HOUSES AND BUILDINGS, 2000 SHIP MODELS, 1100 SCRIMSHAW PIECES, 5000 VIDEO TAPES, 1,500,000 FEET OF HISTORIC FILM AND A COLLECTION OF OVER 1,000,000 PHOTOGRAPHS, AS WELL AS SIGNIFICANT COLLECTIONS OF PRINTS, NAVIGATIONAL INSTRUMENTS, TOOLS, MARINE PAINTINGS AND OTHER MARITIME MEMORABILIA. IN ADDITION, THE COLLECTION CONTAINS LARGE QUANTITIES OF NONNAUTICAL FURNISHINGS FOR THE HISTORIC BUILDINGS, AS WELL AS SHIP AND BOAT PARTS, ENGINES AND SIMILAR OBJECTS. THE MUSEUM'S LIBRARY COLLECTION CONTAINS APPROXIMATELY 75,000 BOOKS AND PERIODICALS, 1,000,000 MANUSCRIPTS, 10,000 MAPS, WELL OVER 100,000 SHIP PLANS, 2,000 ROLLS OF MICROFILM AND 600 ORAL HISTORY TAPES. PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT THE CURRENT AND FUTURE MISSION OF MYSTIC SEAPORT MUSEUM. PART X, LINE 2: THE MUSEUM HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2020 AND 2019. THE MUSEUM'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2017 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE MUSEUM HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS & TRUSTS 700,140. CHANGE IN SWAP -47,276. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -78,091. RENTAL EXPENSES -410,171. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 78,091. RENTAL EXPENSES 410,171. 1 SAILING PROGRAMS, INCLUDING COMMUNITY SAILING/AFTERSCHOOL/HOMESCHOOL 55 11121 FELLOWSHIPS IN MARITIME STUDIES 1 200 SUMMER DAY CAMP 1 390 MARITIME ACADEMY SCHOLARSHIPS 4 615 PART I, LINE 2: ALL GRANTS AND SCHOLARHIPS ARE AWARDED BASED ON FINANCIAL NEEDS. IN ADDITION, THE GRANTS/SCHOLARSHIPS ARE AWARDED FOR PARTICIPATION IN ONE OF THE ORGANIZATION'S PROGRAMS. THE RECIPIENTS ARE REQUIRED TO ATTEND THE PROGRAMS (EITHER ONSITE OR VIRTUAL) IN ORDER FOR THE GRANTS/SCHOLARSHIPS TO BE APPLICABLE. X X X 0 0 0 0 0 0 0 1 0 STEPHEN C WHITE OUTGOING PRESIDENT & TRUSTEE 294030 0 0 0 0 0 4599 0 12077 0 310706 0 0 0 DAVID PATTEN CFO/ASST. TREASURER 187137 0 0 0 0 0 988 0 22273 0 210398 0 0 0 LAURA HOPKINS SR VP FOR ADVANCEMENT 156962 0 0 0 0 0 2746 0 23573 0 183281 0 0 0 PART I, LINE 7 THE NEW PRESIDENT RECEIVED A BOARD APPROVED RELOCATION BONUS WHICH WAS INCLUDED IN HIS 2020 W2. X 8 1040900 FAIR VALUE X 26 435800 FAIR VALUE X OTHER 9 90017 COST 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS PAY DUES TO JOIN MYSTIC SEAPORT IN ORDER TO ACCESS COLLECTIONS, EXHIBITS AND EDUCATIONAL PROGRAMS. EACH MEMBER SHALL HAVE ONE VOTE WHICH MAY BE GIVEN IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION A, LINE 7A IN ALL CATEGORIES OF MEMBERSHIP, EACH ADULT 18 YEARS OF AGE OR OLDER INCLUDED WITHIN THE MEMBERSHIP SHALL BE SEPARATELY ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7B THERE SHALL BE AN ANNUAL MEETING OF THE MEMBERS OF MYSTIC SEAPORT MUSEUM FOR THE ELECTION OF TRUSTEES TO SUCCEED THOSE WHOSE TERMS EXPIRE AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. SPECIAL MEETINGS OF THE MEMBERS FOR ANY PURPOSE MAY BE CALLED BY (I) THE CHAIRMAN OF THE BOARD OF TRUSTEES, OR (II) THE PRESIDENT, OR (III) IN THEIR ABSENCE, ANY VICE CHAIRMAN OR (IV) A MAJORITY OF THE BOARD OF TRUSTEES, AND SHALL BE CALLED AT ANY TIME BY THE CHAIRMAN OF THE BOARD OF TRUSTEES OR THE PRESIDENT, OR ANY VICE CHAIRMAN OR ANY OTHER OFFICER UPON THE WRITTEN REQUEST OF 100 MEMBERS ENTITLED TO VOTE AT SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE FINAL 990 DRAFT FOR COMPLETENESS AND ACCURACY. WHEN SATISFIED THAT THE RETURN IS COMPLETE, IT WILL THEN BE DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. UPON ACCEPTANCE OF THE AUDIT COMMITTEE, THE 990 WILL BE ISSUED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND SENIOR STAFF PERSON SIGNS AND DATES THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF HIS/HER TERM OF SERVICE AND ANNUALLY THEREAFTER. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST TO THE FULL BOARD, THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IF SO THE BOARD SHALL DETERMINE BY MAJORITY VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY OR SURVEY IS USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. THE COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES. THE CEO IS PROVIDED WITH A WRITTEN EMPLOYMENT CONTRACT. THE CFO'S COMPENSATION IS SET BY THE BOARD OF TRUSTEES USING COMPENSATION SURVEYS AND OTHER RESOURCES. OTHER OFFICER SALARIES ARE DETERMINED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, FINANCIAL STATEMENTS ARE PUBLISHED IN AN ANNUAL REPORT, EMAILED OUT TO MORE THAN 17,000 MEMBERS AND AVAILABLE ON MYSTIC SEAPORT'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE ON PUBLIC WEBSITES SUCH AS GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS AND TRUSTS 700,140. CHANGE IN MARKET VALUE OF SWAP -47,276. NET ASSET AFFECT OF ADOPTION OF ASU 606 -327,734. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.