2020-07-15T13:23:52-05:00 2019-06-30 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990 2018-07-01 510066038 The Henry Francis du Pont Winterthur Museum Inc HENR 3028884600 5105 Kennett Pike Winterthur DE 19735 Robert Necarsulmer Controller and Asst Treasurer 3028884600 2020-07-14 1 Peter Kennedy P00571422 3026566632 2020-07-14 65.246.4.114 2020-07-14 11:07:33 ED P ACBA070EAF44F2E183E37612A498DD04A4FC7D85 8AFE2F653DD45BEDDBF2D98E91FABC66BBD0B4CD 2018 2021-01-29 14:40:06Z Carol B Cadou 5105 Kennett Pike Winterthur DE 19735 148278218 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. 35 34 392 300 0 774662 7272118 4196445 2895550 3299978 31620811 9358112 1137790 1252083 42926269 18106618 750708 727339 0 0 14352760 16240737 0 0 1333730 13565612 13165482 28669080 30133558 14257189 -12026940 395964739 391291039 24905588 25347246 371059151 365943793 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 9402821 3002638 Public Visitation, Membership, and Public Relations:Winterthur hosted visitors for tours, educational programs, special and community events during FY2019. Member households totaled nearly 11,000. More than 60,000 visitors participated in estate, house, and gallery tours, and in a rich array of public programming. Winterthur offered 23 interactive, curriculum-based and developmentally-appropriate programs for students in preK-12th grade. About half of these programs travel to classrooms throughout the Delaware Valley. Scholarships ensure that underrepresented students have access to educational programs. For example, "East Egg, West Egg" invites students to draw comparison between H. F. du Pont and the main characters of The Great Gatsby. Winterthur is the only museum in the area with a conservation lab, which led to the development of unique conservation programs, "Bugs in the Museum," "STEAM Superheroes, and "Discover the Science" for elementary, middle, and high school students, respectively. They all highlight curriculum components and draw upon knowledge of biology, physics, and chemistry.Community outreach and partnerships include the "Fantastic Fridays," offered during the summer and after school, in cooperation with the Salvation Army and the involvement of 57 teen volunteers since 2012. "Terrific Tuesdays," a weekly summer program for 3-10 year olds and caregivers, and an annual "Enchanted Summer Day" event attract regional audiences. A "Time Traveler's Tour," provided an age appropriate interpretation where participants completed a sticker book with activities to do at home. Early childhood programs grew in 2019 to include, "WOW: Wee Ones at Winterthur," "Story Time in Enchanted Woods, and "Squeaky Wheels." Family programs ranged from large-scale events to a book club for a small group of tween girls and their moms.Winterthur's robust calendar of talks, tours, multiple lecture series, workshops, and conferences ensured a well-rounded onsite menu for learners of all ages. By adding conferences, workshops, and classes to virtual platforms, Winterthur encourages a lifelong love of the arts among adults, teachers, children, and families. 7525710 727339 924095 Curatorial, Conservation, Education, Library Programs: Including Collection and Library Materials: This past year 16 graduate students were enrolled in the Winterthur Program in American Material Culture (administered with the University of Delaware), and 30 graduate students studied in the Winterthur/University of Delaware Program in Art Conservation.To date there have been 987 graduates of these two programs. Graduates of these Master Degree programs serve in museums, historic houses, and conservation facilities in North America, Europe, and elswhere.Additionally, Winterthur hosted 28 visiting scholars who availed themselves of the museum, garden, and library collections to research various material culture and design topics.The mission of the library is to acquire, catalog, preserve, and make its collections available to the public. During FY2019 the library added 80 archival lots and 1,087 books and periodicals by purchase and gift; cataloged and updated 1,693 records; and lent 277 books through interlibrary loan. We counted 702 user days in the manuscript and archive collections and 3,862 user days in the Printed Book and Periodical Collection. Staff added significantly to our electronic resources with the production of digital collections and staged two exhibitions featuring Library resources. 6469343 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 Greenhouse Area. Restoration of ironwork and statuary continues to be a priority. The first exhibit held in the garden - Follies: Architectural Whimsy in the Garden consists of six historic and seven constructed follies in the Winterthur garden. It ran through December 30, 2019. 23397874 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 1 1 1 0 0 0 0 0 0 0 1 190 0 1 392 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Denise Adams 3028884600 Winterthur Museum 5105 Kennett Pike Winterthur DE 19735 Mrs Carol B Cadou Exec.Dir.and Trustee fm 6/18 50.00 X X 176161 0 27934 Mrs Katharine P Booth Chairman 1.00 X X 0 0 0 Mr Pierre du Pont Hayward Vice Chairman & Secretary 1.00 X X 0 0 0 Mr David L De Luca Vice Chairman 1.00 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 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 Ms Cynthia A Hewitt 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 1.00 X 0 0 0 Mr John L McGraw Chairman & Trustee Emeritu 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 Lynn Springer Roberts Trustee 1.00 X 0 0 0 Mr P Allen Smith Trustee 1.00 X 0 0 0 Mr Matthew A Thurlow Trustee 1.00 X 0 0 0 Mr P Coleman Townsend Trustee 1.00 X 0 0 0 Mr Rodman Ward Jr Trustee 1.00 X 0 0 0 Dr Richard C Weiss Trustee 1.00 X 0 0 0 The Honorable W L Lyons Brown Chairman & Trustee Emeritu 1.00 X 0 0 0 Mr Samuel Schwartz Chairman & Trustee Emeritu 1.00 X 0 0 0 Mrs George P Bissell Jr Trustee Emerita 1.00 X 0 0 0 Mrs Alice Cary 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 Exec.Dir.and Trustee to 6/18 50.00 X X 140123 0 9669 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 Melanie S Richardson Trustee 1.00 X 0 0 0 Ms Marjorie P McGraw Trustee 1.00 X 0 0 0 Ms Lucy S Rhame Trustee 1.00 X 0 0 0 MrStephen S Smith Trustee 1.00 X 0 0 0 Mr Robert Necarsulmer CFO and Treasurer to 2/19 50.00 X 189069 0 26905 Ms Denise D Adams Controller and Asst Treasurer 50.00 X 78677 0 3294 Ms Jane E Drummond Assistant Secretary 50.00 X 68026 0 2124 Mr David Durandt CFO and Treasurer fm 5/19 50.00 X 0 0 0 Mr Robert R Davis Dir.-Dev. to 3/19 50.00 X 211911 0 30785 Mr John Savage Dir.-External Affairs 50.00 X 168518 0 26413 Ms Lisbeth Selsor Dir.-Human Resources 50.00 X 159233 0 28666 Mr Christopher Strand Dir.-Garden and Estate 50.00 X 149128 0 18090 Mr Gregory Landrey Dir.-Academic Affairs 50.00 X 141000 0 20509 1481846 0 194389 13 0 1 0 Limbach Company LLC 31-35th St Pittsburgh PA 15201 Equipment Maintenance 813523 SC&A Construction Inc 3411 Silverside Rd Wilmington DE 19810 Construction Contractor 687448 EDiS Company 110 South Poplar St Suite 400 Wilmington DE 198050697 Construction Contractor 683942 Restaurant Associates PO Box 417632 Boston MA 022417632 Food Service 594758 Cambridge Associates 4100 N Fairfax Drive Arlington VA 22203 Investment Consulting 500000 20 1096860 191667 102970 2804948 4196445 Admissions 900099 2236463 2236463 Program Events 900099 766175 766175 Academic Programs 900099 297340 297340 3299978 3455939 3455939 178499 178499 526712 82911 443801 443801 443801 134857703 128955530 5902173 5902173 5902173 319864 191667 614246 -294382 -294382 1163668 518913 644755 644755 279410 279410 279410 18106618 4224143 0 9686030 727339 727339 1760202 1472122 190296 97784 10078271 8428832 1089565 559874 1932901 1658429 173961 100511 1605919 1381250 141208 83461 863444 729698 88841 44905 116709 116709 84255 84255 776616 776616 633458 240502 349056 43900 562998 558122 1234 3642 675614 360618 181741 133255 688179 688179 1210626 923522 249215 37889 200704 178355 13907 8442 493401 338523 83363 71515 644887 644887 3659781 2791851 753391 114539 375393 5442 369951 Equipment, Contracts, a 1475380 1471755 3625 Collection Acquisitions 503645 503645 Exhibition 403537 303098 91753 8686 Library Expenses 213774 206621 0 7153 446525 429971 2005 14549 30133558 23397874 5401954 1333730 374697 682297 2470771 1543848 361576 357553 377052 422791 137548 116912 110124019 76104104 36565944 34019915 185481526 185183544 169468785 166865428 726840 2098751 395964739 391291039 1984397 1874026 410082 493257 18989774 17877587 3521335 5102376 24905588 25347246 X 302992300 297460514 29132091 29468442 38934760 39014837 371059151 365943793 395964739 391291039 -12026940 6911582 0 X X 0 1 X 1 1 1 X 8549269 6886934 4872670 7272118 4196445 31777436 8549269 6886934 4872670 7272118 4196445 31777436 1435520 30341916 4672502 3702806 3544969 4649118 4161150 20730545 52507981 23044301 0.57790 0.59360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X Digital Collection & Record 0 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 363356222 3409584 9570562 672591 18792409 763144 356108224 0.81600 0.11000 0.07400 0 0 6705791 6705791 93022685 69802163 23220522 10395543 6301941 4093602 34019915 7492702 F Limited partnerships 95425991 F Private equity funds 45030238 F Other mutual funds 18916497 F 166865428 Accrued pension expense 5102376 5102376 24913047 6911582 1133159 8044741 16868306 776616 461696 1238312 18106618 30028405 1133159 1133159 28895246 776616 461696 1238312 30133558 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 activity 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 FY2019. Many of these visitors are cultural tourists and museum members who take garden tours, docent-guided gallery tours, guided period room tours, special focus tours, 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 614,246. Cost of Sales 518,913. Part XI, Line 4b - Other Adjustments: Rental and event expenses 461,696. Part XII, Line 2d - Other Adjustments: Special Event Expenses 614,246. Cost of Goods Sold 518,913. Part XII, Line 4b - Other Adjustments: Rental and event expenses 461,696. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Investment 54542388 0 0 0 0 0 0 54542388 0 54542388 1 0 0 1 1 0 Point to Point Races 213883 172692 41191 353759 Delaware Antiques Show 297648 18975 278673 260487 511531 191667 319864 614246 614246 -294382 1 Winterthur Program in American Material Culture 16 297340 FMV Research Fellowship 33 423453 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 fm 6/18 176161 0 0 0 0 0 0 0 27934 0 204095 0 0 0 Mr Robert Necarsulmer CFO and Treasurer to 2/19 189069 0 0 0 0 0 0 0 26905 0 215974 0 0 0 Mr Robert R Davis Dir.-Dev. to 3/19 211911 0 0 0 0 0 6285 0 24500 0 242696 0 0 0 Mr John Savage Dir.-External Affairs 168518 0 0 0 0 0 1365 0 25048 0 194931 0 0 0 Ms Lisbeth Selsor Dir.-Human Resources 159233 0 0 0 0 0 0 0 28666 0 187899 0 0 0 Mr Christopher Strand Dir.-Garden and Estate 149128 0 0 0 0 0 4680 0 13410 0 167218 0 0 0 Mr Gregory Landrey Dir.-Academic Affairs 141000 0 0 0 0 0 0 0 20509 0 161509 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. Mr Nicholas P Lambrow Banking relationship with Trustee Mr. Nicholas P. Lambrow became a Trustee of Winterthur in May 2012. Mr. Lambrow is President - Delaware Region at M&T Bank. Winterthur has done business with M&T and Wilmington Trust Company (which was acquired by M&T) for many years. Mr. Lambrow played no role in this business being awarded to M&T Bank and does not have any direct compensation tied to the retention of this business. It is an established policy that all Trustees recuse themselves from Committee or Board decisions for which they or their firms have a potential conflict of interest. 0 Mr Christopher S Patterson Real estate relationship with Trustee Mr. Patterson became a Trustee of Winterthur in May 2018. Mr. Patterson is a real estate agent with the family's real estate firm. Winterthur has done business with Patterson-Schwartz for many years. It is an established policy that all Trustees recuse themselves from Committee or Board decisions for which they or their firms have a potential conflict of interest. 0 X 230 FASB ASC 958-360-25 X FASB ASC 958-360-25 X 7 313276 Fair Market Value 6 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 Committee of the Board of Trustees oversees a national salary survey every three years. The Committee also gathers local salary data to help establish current market values for the Museum's salaried positions. The collected survey data supports a salary structure that aligns every position within a salary range. The Human Resources Committee reviews all salary rates including the Executive Director and departmental Directors and then approves the rates of pay prior to budget approval for the next fiscal year. 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 XII, Line 2c Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor.