PEABODY ESSEX MUSEUM INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEABODY ESSEX MUSEUM INC (EIN 04-3157815)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349312017
- Schema version
- 2018v3.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T16:06:44-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043157815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEABODY ESSEX MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAB | BusinessNameControlTxt |
| Phone | 9787459500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EAST INDIA SQUARE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHALIE APCHIN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9787459500 | PhoneNum |
| Signature | 2019-11-14 | 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 | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:24:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN KENNEDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EAST INDIA SQUARE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $206,563,514 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 324 | TotalEmployeeCnt |
| Total Volunteers | 163 | TotalVolunteersCnt |
| Total Gross UBI | -$318,302 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,533 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,293,501 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,330,069 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,647,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,023,890 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,550,199 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,910,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,059,262 | PYOtherRevenueAmt |
| CY Other Revenue | $1,633,671 | CYOtherRevenueAmt |
| PY Total Revenue | $74,550,342 | PYTotalRevenueAmt |
| CY Total Revenue | $51,898,604 | 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 | $14,008,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,711,350 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,726,243 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,763,510 | PYOtherExpensesAmt |
| CY Other Expenses | $24,943,904 | CYOtherExpensesAmt |
| PY Total Expenses | $36,772,165 | PYTotalExpensesAmt |
| CY Total Expenses | $43,655,254 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,778,177 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,243,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $755,412,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $707,305,991 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $88,739,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,660,763 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $666,672,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $619,645,228 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,415,454 | ExpenseAmt |
| Revenue | $2,702,194 | RevenueAmt |
| Desc | EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,516,669 | ExpenseAmt |
| Revenue | $916 | RevenueAmt |
| Desc | CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,492,459 | ExpenseAmt |
| Revenue | $197,500 | RevenueAmt |
| Desc | EDUCATION: SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $753,866 | ACQUISTIONS | |
| $871,176 | MEMBERSHIP & GUEST SERVICES | |
| $2,625,893 | PUBLIC INFORMATION & CREATIVE SERVICES | |
| $529,423 | MEDIA SERVICES | |
| $2,665,470 | PROPERTIES & SECURITY | |
| $781,851 | ENTERPRISES | $1,048,824 |
| $1,954,788 | EXPANSION PROJECT | |
| $1,495,096 | OTHER PROGRAM EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,677,563 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,048,824 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $34,102,145 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 173 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 324 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | GK | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| 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 | Yes (1) | 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 | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHALIE APCHIN | PersonNm |
| Phone | 9787459500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEABODY ESSEX MUSEUM EAST INDIA | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019703783 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TINA AMBANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BEALE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLEMENT BENENSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE BENENSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BORGGAARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL BYRNE | |||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| C RICHARD CARLSON | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALFRED CHANDLER III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA CHAYET | |||||||
| TRUSTEE (UNTIL MAY 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA B COLMENERO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARTER HARRISON | |||||||
| TRUSTEE (UNTIL MAY 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HAWKES | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SEAN HEALEY | |||||||
| TRUSTEE (UNTIL MAY 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW HEISKELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA HERWITZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA FAE HO | |||||||
| TRUSTEE (UNTIL MAY 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY INGRAHAM | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH DE MONTRICHARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE O'NEIL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PAPPALARDO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUNITA PEREIRA MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART PRATT | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY RAYPORT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY RYAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C FRANKLIN SAYRE | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AUSTEN SHAPARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SHAPIRO | |||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JURRIEN TIMMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL VON METZSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSITA K WORL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN MONROE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $1,001,374 | $0 | $80,899 | Yes (X) | ||
| LYNDA ROSCOE HARTIGAN | |||||||
| DEPUTY DIRECTOR | 40.00 | $387,950 | $0 | $54,527 | Yes (X) | ||
| NATHALIE G APCHIN | |||||||
| CFO | 40.00 | $275,638 | $0 | $43,845 | Yes (X) | ||
| AMANDA CLARK MACMULLAN | |||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $368,068 | $0 | $33,902 | Yes (X) | ||
| HOWARD J FINNEY | |||||||
| CHIEF MARKETING OFFICER | 40.00 | $285,933 | $0 | $63,229 | Yes (X) | ||
| ROBERT MONK | |||||||
| DIRECTOR OF FACILITIES & SECURITY | 40.00 | $215,334 | $0 | $47,114 | Yes (X) | ||
| REBECCA A EHRHARDT | |||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.00 | $175,003 | $0 | $38,913 | Yes (X) | ||
| KATHERINE H FREDRICKSON | |||||||
| CHIEF OF CURATORIAL AFFAIRS | 40.00 | $163,880 | $0 | $38,155 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,873,180 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $400,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | 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 |
|---|---|---|---|---|---|
| ENNEAD ARCHITECTS LLP | |||||
| 320 WEST 13TH STREET | NEW YORK | NY | 10014 | ARCHITECTURAL SERVICES | $1,046,597 |
| SCHWARTZSILVER ARCHITECTS INC | |||||
| 75 KNEELAND STREET | BOSTON | MA | 02111 | ARCHITECTURAL SERVICES | $620,629 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02210 | INVESTMENT SERVICES | $416,500 |
| ISAACSON MILLER INC | |||||
| 263 SUMMER STREET | BOSTON | MA | 02210 | EMPLOYEE RECRUITMENT SERVICES | $276,810 |
| NEPC LLC | |||||
| ONE MAIN STREET | CAMBRIDGE | MA | 02142 | INVESTMENT SERVICES | $266,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,044,575 | MembershipDuesAmt |
| Fundraising | $483,751 | FundraisingAmt |
| Government Grants | $312,962 | GovernmentGrantsAmt |
| All Other Contributions | $7,488,781 | AllOtherContributionsAmt |
| Noncash Contributions | $680,600 | NoncashContributionsAmt |
| Total Contributions | $9,330,069 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $2,131,846 | $2,131,846 |
| TRAVELING EXHIBITIONS | 900099 | $499,440 | $499,440 |
| EDUCATION PROGRAM REV. | 900099 | $197,500 | $197,500 |
| FUNCTIONS | 900099 | $123,280 | $123,280 |
| OTHER PROGRAM REVENUE | 900099 | $71,824 | $71,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,023,890 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,525,665 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$332,816 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,858,481 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,434 | TotalRevenueColumnAmt |
| Exclusion | $12,434 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,661 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,886 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,775 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,775 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$8,775 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,550 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,884,519 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,499,210 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,385,309 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,385,309 | TotalRevenueColumnAmt |
| Exclusion | $33,385,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,550 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $483,751 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $363,270 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$163,720 | TotalRevenueColumnAmt |
| Exclusion | -$163,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,593,933 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $792,544 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $801,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $778,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,289 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $819,349 | TotalRevenueColumnAmt |
| Exclusion | $819,349 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,444 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $966,793 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,898,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,949,434 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$318,302 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,937,403 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986,833 | TotalAmt |
| Program Services | $482,580 | ProgramServicesAmt |
| Management And General | $928,003 | ManagementAndGeneralAmt |
| Fundraising | $576,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,567,230 | TotalAmt |
| Program Services | $10,790,488 | ProgramServicesAmt |
| Management And General | $1,168,890 | ManagementAndGeneralAmt |
| Fundraising | $1,607,852 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,413 | TotalAmt |
| Program Services | $726,470 | ProgramServicesAmt |
| Management And General | $78,695 | ManagementAndGeneralAmt |
| Fundraising | $108,248 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,611 | TotalAmt |
| Program Services | $1,004,198 | ProgramServicesAmt |
| Management And General | $108,781 | ManagementAndGeneralAmt |
| Fundraising | $149,632 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $981,263 | TotalAmt |
| Program Services | $780,433 | ProgramServicesAmt |
| Management And General | $84,541 | ManagementAndGeneralAmt |
| Fundraising | $116,289 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,093 | TotalAmt |
| Program Services | $75,287 | ProgramServicesAmt |
| Management And General | $89,806 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,350 | TotalAmt |
| Management And General | $108,350 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,107,951 | TotalAmt |
| Program Services | $4,382,554 | ProgramServicesAmt |
| Management And General | $493,490 | ManagementAndGeneralAmt |
| Fundraising | $231,907 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651,719 | TotalAmt |
| Program Services | $2,797,866 | ProgramServicesAmt |
| Management And General | $708,676 | ManagementAndGeneralAmt |
| Fundraising | $145,177 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,137 | TotalAmt |
| Program Services | $701,137 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,027 | TotalAmt |
| Program Services | $644,911 | ProgramServicesAmt |
| Management And General | $365,660 | ManagementAndGeneralAmt |
| Fundraising | $85,456 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,596,125 | TotalAmt |
| Program Services | $2,596,125 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,068 | TotalAmt |
| Program Services | $631,325 | ProgramServicesAmt |
| Management And General | $126,410 | ManagementAndGeneralAmt |
| Fundraising | $205,333 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,624 | TotalAmt |
| Program Services | $755,486 | ProgramServicesAmt |
| Management And General | $14,138 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,743,344 | TotalAmt |
| Program Services | $3,652,375 | ProgramServicesAmt |
| Management And General | $981,872 | ManagementAndGeneralAmt |
| Fundraising | $109,097 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,041 | TotalAmt |
| Program Services | $133,819 | ProgramServicesAmt |
| Management And General | $285,222 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBITIONS | $1,830,798 | $1,830,798 | ||
| COLLECTION ACQUISITIONS | $753,866 | $753,866 | ||
| HOSPITALITY | $649,095 | $266,578 | $59,196 | $323,321 |
| PRINTING AND PUBLICATIO | $232,861 | $232,861 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,805 | TotalAmt |
| Program Services | $862,988 | ProgramServicesAmt |
| Management And General | $225,136 | ManagementAndGeneralAmt |
| Fundraising | $67,681 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,655,254 | TotalAmt |
| Program Services | $34,102,145 | ProgramServicesAmt |
| Management And General | $5,826,866 | ManagementAndGeneralAmt |
| Fundraising | $3,726,243 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,347 | BOYAmt |
| EOY | $576,661 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,917,341 | BOYAmt |
| EOY | $37,662,735 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,197,443 | BOYAmt |
| EOY | $3,694,695 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,099 | BOYAmt |
| EOY | $99,888 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,195,000 | BOYAmt |
| EOY | $1,195,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,675 | BOYAmt |
| EOY | $536,502 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,672 | BOYAmt |
| EOY | $124,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $272,671,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,897,279 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,998,492 | BOYAmt |
| EOY | $190,774,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,891,491 | BOYAmt |
| EOY | $77,815,661 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,832,857 | BOYAmt |
| EOY | $387,272,979 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,389,874 | BOYAmt |
| EOY | $7,553,295 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,412,291 | BOYAmt |
| EOY | $707,305,991 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,446,517 | BOYAmt |
| EOY | $6,390,964 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,784 | BOYAmt |
| EOY | $120,711 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,838,821 | BOYAmt |
| EOY | $77,898,159 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,532 | BOYAmt |
| EOY | $2,048,193 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,269 | BOYAmt |
| EOY | $1,202,736 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,739,923 | BOYAmt |
| EOY | $87,660,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,275,642 | BOYAmt |
| EOY | $152,889,573 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,736,179 | BOYAmt |
| EOY | $144,506,905 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,660,547 | BOYAmt |
| EOY | $322,248,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,672,368 | BOYAmt |
| EOY | $619,645,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,412,291 | BOYAmt |
| EOY | $707,305,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,243,350 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$54,452,426 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$818,064 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $28,104,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,249,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,233,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,293,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,330,069 | CurrentTaxYearAmt |
| Total | $225,211,053 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,104,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,249,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,233,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,293,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,330,069 | CurrentTaxYearAmt |
| Total | $225,211,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $179,203,548 | SubstantialContributorsTotAmt |
| Public Support Total170 | $46,007,505 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,446,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,148,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,365,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $601,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,384,109 | CurrentTaxYearAmt |
| Total | $15,945,707 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $207,951 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,550 | CurrentTaxYearAmt |
| Total | $678,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $242,043,411 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,396,060 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.19010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.16550 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PURSUANT TO TREASURY REGULATION 1.170A-9(F)(3), THE ORGANIZATION SHOULD BE CONSIDERED A PUBLICLY SUPPORTED ORGANIZATION BECAUSE IT MEETS THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED BELOW.TEN-PERCENT-OF-SUPPORT REQUIREMENT. PEABODY ESSEX MUSEUM (SOMETIMES REFERRED TO AS "PEM") SATISFIES THIS REQUIREMENT BECAUSE THE PERCENTAGE OF SUPPORT RECEIVED FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EXCEEDS 10% OF TOTAL SUPPORT. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT. THE PEABODY ESSEX MUSEUM IS AND HAS ALWAYS BEEN ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND BROAD-BASED PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. A STAFF OF EIGHTEEN DEVELOPMENT PROFESSIONALS IS RESPONSIBLE FOR CONDUCTING EXTENSIVE AND VARIED FORMS OF FUNDRAISING DESIGNED TO ATTRACT SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL ENTITIES, CORPORATIONS AND FOUNDATIONS. THE ACTIVITIES CONDUCTED INCLUDE SOLICITATIONS COMMUNICATED THROUGH VARIOUS MEANS EMAIL, MAIL, PHONE AND IN-PERSON. FUNDRAISING EVENTS ARE CONDUCTED TO GENERATE ANNUAL SUPPORT AS WELL AS TO FOSTER RELATIONSHIPS THAT LEAD TO FUTURE GIVING. THE INSTITUTIONAL GIVING STAFF IS RESPONSIBLE FOR SEEKING SUPPORT FOR THE MUSEUM'S MAJOR PROGRAMMATIC EFFORTS BY PRODUCING GRANT PROPOSALS DIRECTED TO BOTH GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. ACROSS ALL OF THESE FUNDRAISING AREAS, MORE THAN 42,500 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2018, RESULTING IN 10,736 GIFTS COMING FROM 10,012 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR. THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2018 IS 19.01%, WHICH IS WELL ABOVE THE 10% TEST THRESHOLD. AS THE MUSEUM IS CURRENTLY IN THE MIDST OF A MAJOR CAPITAL CAMPAIGN, INDIVIDUAL SOLICITATIONS AND GIFTS TEND TO BE LARGER THAN WOULD BE EXPECTED DURING A NON-CAMPAIGN PERIOD WITH THE RESULTING IMPACT OF LOWERING THE PUBLIC SUPPORT PERCENTAGE. 2. SOURCES OF SUPPORT FACTOR. THE COLLECTIONS OF THE PEABODY ESSEX MUSEUM HAVE BEEN PUBLICLY ACCESSIBLE FOR 219 YEARS, WHICH RANKS IT AMONG THE FIRST AMERICAN MUSEUMS TO HAVE SUCH A PUBLIC MANDATE. THE PEABODY ESSEX MUSEUM TRACES ITS ORIGINS TO 1799 WHEN A GROUP OF SALEM-BASED, INTERNATIONAL, SEA-GOING BUSINESS LEADERS WERE AMONG THE FIRST AMERICANS TO DEVELOP TRADING RELATIONSHIPS WITH COUNTRIES IN ASIA, AFRICA, OCEANIA AND BEYOND. THESE EARLY AMERICAN ENTREPRENEURS BROUGHT BACK MAGNIFICENT ART AND ARTIFACTS FROM THE CULTURES THEY ENCOUNTERED AND WERE EAGER TO SHARE WHAT THEY HAD DISCOVERED WITH THE LARGER PUBLIC. ALTHOUGH MORE THAN 200 YEARS HAVE PASSED, THE MUSEUM'S COMMITMENT TO SERVING THE INTERESTS OF THE GENERAL PUBLIC IS AS STRONG AS EVER. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND AND ENCOMPASS AN UNRIVALED SPECTRUM OF CULTURES AND GENRES, INCLUDING AMERICAN ART AND ARCHITECTURE, AMERICAN DECORATIVE ART, MARITIME ART, NATIVE AMERICAN ART, ASIAN ART AND ARCHITECTURE, ASIAN EXPORT ART, AFRICAN ART, OCEANIC ART, PHOTOGRAPHY, CONTEMPORARY ART, AMERICAN ART, AND FASHION AND DESIGN. IN ADDITION, THE MUSEUM OPERATES THE PHILLIPS LIBRARY, ONE OF THE NATION'S MOST IMPORTANT MUSEUM-BASED COLLECTIONS OF RARE BOOKS AND MANUSCRIPTS. THE BREADTH OF THE MUSEUM'S COLLECTIONS AND OFFERINGS IS UNQUESTIONABLY VARIED, SO THAT IT IS CAPABLE OF APPEALING TO A WIDE VARIETY OF INTERESTS, WHICH IN TURN HELPS TO BUILD ATTENDANCE, COMMUNITY PARTICIPATION, COMMITMENT, AND PHILANTHROPIC SUPPORT. IN RECENT YEARS, THE MUSEUM HAS CONTINUED TO EXPAND ITS FIELDS OF INTEREST; FOR EXAMPLE, AMERICAN ART WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2013, AND FASHION AND DESIGN WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2018. THESE NEW DEPARTMENTS IN PARTICULAR ARE AVENUES FOR ENGAGING YOUNGER PEOPLE, THEREBY HELPING TO DEVELOP THE NEXT GENERATION OF INSTITUTIONAL LEADERS AND SUPPORTERS. BY EXPANDING THE PROGRAMMATIC SCOPE, THE MUSEUM HAS DEMONSTRATED ITS COMMITMENT TO PROVIDING OPPORTUNITIES FOR CONNECTING WITH A LARGER NUMBER OF PEOPLE, RATHER THAN LIMITING ITS APPEAL TO A FEW. AS NOTED PREVIOUSLY, THE MUSEUM RECEIVED SUPPORT FROM APPROXIMATELY 10,012 DIFFERENT DONORS DURING 2018. 3. REPRESENTATIVE GOVERNING BODY FACTOR. DURING 2018, 30 INDIVIDUALS SERVED ON PEM'S BOARD OF TRUSTEES. ALL OF THE TRUSTEES ARE INDEPENDENT VOTING MEMBERS AND REPRESENT A BROAD CROSS-SECTION OF VIEWS AND INTERESTS. THEY ARE A DIVERSE GROUP WHO REPRESENT A VARIETY OF CULTURAL AND OCCUPATIONAL BACKGROUNDS. AMONG THE MUSEUM'S TRUSTEES ARE REPRESENTATIVES OF INDIAN, EUROPEAN AND NATIVE AMERICAN COMMUNITIES AND LEADERS IN THE EDUCATIONAL, FINANCIAL, AND REAL ESTATE SECTORS. VARIOUS AREAS OF TECHNICAL EXPERTISE ARE ALSO REPRESENTED BY NUMEROUS BOARD MEMBERS, INCLUDING SPECIALIZED KNOWLEDGE OF BUSINESS, JOURNALISM, LAW, INVESTING, LAND PROTECTION, AND PRESERVATION. PEM'S TRUSTEES ALSO BOAST A VARIETY OF INTERESTS THAT INCLUDE ART COLLECTION, CONSERVATION, WOMEN'S RIGHTS, CHILDREN'S EDUCATION AND YOUTH SERVICES, ARCHAEOLOGY, HEALTHCARE, AND TECHNOLOGY.4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR. DURING 2018, THE PEABODY ESSEX MUSEUM REPORTED MORE THAN 282,260 ON-SITE VISITORS, COMING FROM BOTH THE LOCAL COMMUNITY AND FROM AROUND THE WORLD. THE MAIN MUSEUM GALLERIES ARE OPEN TO THE PUBLIC SIX DAYS PER WEEK, WHICH REPRESENTS ALMOST 2,200 HOURS ANNUALLY DURING WHICH THE PUBLIC HAS ACCESS TO THE VARIOUS COLLECTIONS AND PROGRAMS THAT ARE OFFERED. TO ENCOURAGE ENGAGEMENT WITH THE LOCAL COMMUNITY AND WITH STUDENTS, ADMISSION IS FREE FOR RESIDENTS OF SALEM, MASSACHUSETTS AND FOR YOUTH UNDER THE AGE OF SEVENTEEN. THE MUSEUM'S CAMPUS ALSO INCLUDES NUMEROUS PARKS AND GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, THE ONLY EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PEM'S PHILLIPS LIBRARY, WHICH IS ONE OF THE OLDEST AND LARGEST RESEARCH LIBRARIES IN NEW ENGLAND, IS ALSO AVAILABLE TO THE GENERAL PUBLIC, SCHOLARS AND RESEARCHERS. ACROSS THE CAMPUS, THERE IS 123,000 SQUARE FEET OF PUBLIC EXHIBITION SPACE FOR USE IN DISPLAYING AND INTERPRETING THE MUSEUM'S VAST COLLECTIONS AND FOR PRESENTING CHANGING EXHIBITIONS, OF WHICH THERE WERE SIX OPENED DURING 2018. ANNUALLY, THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION CONDUCTS HUNDREDS OF PROGRAMS DESIGNED TO ADVANCE ARTS LEARNING AND APPRECIATION. ALTHOUGH THESE PROGRAMS ARE DELIVERED IN MANY SPACES THROUGHOUT THE CAMPUS, THE MUSEUM HAS DEDICATED 13,000 SQUARE FEET SPECIFICALLY FOR THESE PURPOSES. THE WIDE ARRAY OF PROGRAMS OFFERED IS DESIGNED TO ATTRACT AND ENGAGE VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES AND NEEDS. IN AN EFFORT TO ENSURE THAT A BROAD AUDIENCE IS SERVED, THE MUSEUM FOCUSES ON SEVERAL BROAD AUDIENCE CATEGORIES: K-12 STUDENTS, TEACHERS, FAMILIES AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. | FactsAndCircumstancesTestTxt |
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
| 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 | $465,297,780 | BeginningYearBalanceAmt |
| Contributions | $823,591 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,692,729 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,018,734 | OtherExpendituresAmt |
| End Year Balance | $426,409,908 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,825,014 | BeginningYearBalanceAmt |
| Contributions | $1,086,325 | ContributionsAmt |
| Investment Earnings Or Losses | $54,696,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,309,762 | OtherExpendituresAmt |
| End Year Balance | $465,297,780 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $405,822,119 | BeginningYearBalanceAmt |
| Contributions | $2,242,231 | ContributionsAmt |
| Investment Earnings Or Losses | $34,187,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,427,314 | OtherExpendituresAmt |
| End Year Balance | $426,825,014 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,016,290 | BeginningYearBalanceAmt |
| Contributions | $93,189,199 | ContributionsAmt |
| Investment Earnings Or Losses | $663,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,046,958 | OtherExpendituresAmt |
| End Year Balance | $405,822,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $312,709,089 | BeginningYearBalanceAmt |
| Contributions | $8,874,768 | ContributionsAmt |
| Investment Earnings Or Losses | $16,611,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,178,829 | OtherExpendituresAmt |
| End Year Balance | $326,016,290 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,581,766 | OtherCostOrOtherBasisAmt |
| Book Value | $4,581,766 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,331,233 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,198,735 | DepreciationAmt |
| Book Value | $97,132,498 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,638 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,923,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,001,331 | DepreciationAmt |
| Book Value | $1,922,294 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,606,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,468,575 | DepreciationAmt |
| Book Value | $87,137,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $190,774,285 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC EQUITIES & FUNDS | $63,816,769 | F |
| INTERNATIONAL EQUITIES & FUNDS | $96,591,914 | F |
| FIXED INCOME & FUNDS | $51,033,805 | F |
| ABSOLUTE RETURN HEDGE FUNDS | $91,888,470 | F |
| REAL ESTATE LIMITED PARTERSHIPS | $7,756,221 | F |
| PRIVATE EQUITY | $68,473,580 | F |
| REAL ASSET COMMINGLED TRUST | $7,712,220 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $387,272,979 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS | $999,014 |
| OBLIGATION UNDER LEASE | $142,277 |
| ENVIRONMENTAL REMEDIATION LIABILITY | $61,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,202,736 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$7,193,783 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$54,452,426 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $120,354 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $347,636 | OtherRevenueAmt |
| Revenue Not Reported | -$53,984,436 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,790,653 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,107,951 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,107,951 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,898,604 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,833,357 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $120,354 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,165,700 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,286,054 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,547,303 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,107,951 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,107,951 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,655,254 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. COLLECTION ITEMS PURCHASED ARE FUNDED BY PURPOSE-RESTRICTED GIFTS OR FROM NET APPRECIATION ON ACQUISITION ENDOWMENTS. |
| PART III, LINE 4: | THE PEABODY ESSEX MUSEUM (THE MUSEUM) PRESENTS ART AND CULTURE FROM NEW ENGLAND AND AROUND THE WORLD. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND, SHOWCASING AN UNRIVALED SPECTRUM OF AMERICAN ART AND ARCHITECTURE (INCLUDING FOUR NATIONAL HISTORIC LANDMARK BUILDINGS) AND OUTSTANDING ASIAN, ASIAN EXPORT, NATIVE AMERICAN, AFRICAN, OCEANIC, MARITIME, CONTEMPORARY AND PHOTOGRAPHY COLLECTIONS. IN ADDITION TO ITS VAST COLLECTIONS, THE MUSEUM OFFERS A VIBRANT SCHEDULE OF CHANGING EXHIBITIONS AND A HANDS-ON EDUCATION CENTER. THE MUSEUM CAMPUS FEATURES PARKS, PERIOD GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOUSE THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. |
| PART V, LINE 4: | TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS. |
| PART X, LINE 2: | THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BUILDING RENTAL EXPENSES 9,886. SPECIAL EVENT EXPENSES 363,270. CHANGE IN VALUE OF FUNDS HELD BY OTHERS -818,064. COST OF GOODS SOLD 792,544. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BUILDING RENTAL EXPENSES 9,886. SPECIAL EVENT EXPENSES 363,270. COST OF GOODS SOLD 792,544. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $133,923,763 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $2,757,256 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $485,459 |
| 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 | $137,166,478 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $137,166,478 | 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $683,301 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $483,751 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $199,550 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $75,500 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $36,712 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $138,589 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $30,315 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $82,154 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $683,301 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $483,751 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $199,550 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $75,500 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,712 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $138,589 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $30,315 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $82,154 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $363,270 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$163,720 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN MONROE | ||||||||||||||
| EXECUTIVE DIRECTOR | $643,174 | $0 | $300,000 | $0 | $58,200 | $0 | $63,875 | $0 | $17,024 | $0 | $1,082,273 | $0 | $0 | $0 |
| LYNDA ROSCOE HARTIGAN | ||||||||||||||
| DEPUTY DIRECTOR | $387,950 | $0 | $0 | $0 | $0 | $0 | $37,125 | $0 | $17,402 | $0 | $442,477 | $0 | $0 | $0 |
| NATHALIE G APCHIN | ||||||||||||||
| CFO | $275,638 | $0 | $0 | $0 | $0 | $0 | $16,500 | $0 | $27,345 | $0 | $319,483 | $0 | $0 | $0 |
| AMANDA CLARK MACMULLAN | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $368,068 | $0 | $0 | $0 | $0 | $0 | $16,500 | $0 | $17,402 | $0 | $401,970 | $0 | $0 | $0 |
| HOWARD J FINNEY | ||||||||||||||
| CHIEF MARKETING OFFICER | $285,933 | $0 | $0 | $0 | $0 | $0 | $37,125 | $0 | $26,104 | $0 | $349,162 | $0 | $0 | $0 |
| ROBERT MONK | ||||||||||||||
| DIRECTOR OF FACILITIES & SECURITY | $215,334 | $0 | $0 | $0 | $0 | $0 | $29,998 | $0 | $17,116 | $0 | $262,448 | $0 | $0 | $0 |
| REBECCA A EHRHARDT | ||||||||||||||
| DIRECTOR OF INDIVIDUAL GIVING | $175,003 | $0 | $0 | $0 | $0 | $0 | $11,259 | $0 | $27,654 | $0 | $213,916 | $0 | $0 | $0 |
| KATHERINE H FREDRICKSON | ||||||||||||||
| CHIEF OF CURATORIAL AFFAIRS | $163,880 | $0 | $0 | $0 | $0 | $0 | $10,551 | $0 | $27,604 | $0 | $202,035 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS NOT AUTHORIZED, WITH NOTED EXCEPTIONS THAT INCLUDE CERTAIN ROUTES AND AIR TRAVEL WHEN BUSINESS CLASS WOULD HAVE BEEN THE CHOICE BUT THE AIRLINE ONLY OFFERED ECONOMY AND FIRST CLASS. EXECUTIVE DIRECTOR TRAVEL IS REVIEWED BY AN OFFICER OF THE BOARD, AND SOMETIMES INCLUDES SPOUSAL TRAVEL FOR THE EXECUTIVE DIRECTOR'S WIFE. ALL AMOUNTS FOR SPOUSAL TRAVEL ARE REFLECTED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. A TAX GROSS-UP PAYMENT (ALSO INCLUDED IN TAXABLE COMPENSATION) IS MADE AT THE END OF THE YEAR. |
| PART I, LINE 7 | THE MUSEUM'S DIRECTOR OF 25 YEARS RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN RECOGNITION OF HIS EXCEPTIONAL PERFORMANCE FOR THE 25 YEARS HE LED THE INSTITUTION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2012-11-08 | $29,160,000 | REFUND 2002 ISSUE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2016-04-27 | $55,000,000 | FINANCE EXPANSION CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,160,000 | $190,379 | $28,969,621 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $55,000,000 | $361,500 | 2018 | 0 | 0 | Yes (1) | Yes (1) | $4,780,417 | $49,858,083 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| 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 (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN MONROE | PersonNm |
| Relationship With Org | EXECUTIVE DIRECTOR OF THE ORGANIZATION | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,195,000 | OriginalPrincipalAmt |
| Balance Due | $1,195,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,195,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 55 | ContributionCnt |
| Method Of Determining Revenues | COLL. OBJ. NOT VALUED | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | COLL. OBJ. NOT VALUED | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $569,832 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. HIGH/LOW ON VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,768 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DISCOUNTED PRESENT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 26 | 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 NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | EXHIBITIONS AND PUBLICATIONS: DUE IN LARGE PART TO ITS MANY POPULAR EXHIBITIONS, THE MUSEUM CONCLUDED ANOTHER SUCCESSFUL YEAR, PRESENTING EXCELLENT AND DYNAMIC EXAMPLES OF ART AND CULTURE TO 282,260 ON-SITE VISITORS IN 2018. MORE THAN 15% OF GENERAL ADMISSION VISITORS ALSO VISITED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOUSE OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. THE MUSEUM'S 2018 EXHIBITION PROGRAM FEATURED MANY STYLES AND SOURCES OF ART AND CULTURE IN SIX NEW SPECIAL EXHIBITIONS AT PEM, THREE EXHIBITIONS PRESENTED AT OTHER VENUES, AND SEVEN SHOWS THAT CONTINUED FROM PRIOR YEARS, INCLUDING: NEW AT PEM -PLAYTIME: (FEBRUARY 10 - MAY 6, 2018): PLAYTIME IS THE FIRST MAJOR THEMATIC EXHIBITION TO SURVEY THE RAPIDLY EVOLVING ROLE OF PLAY IN CONTEMPORARY ART AND CULTURE. -T.C. CANNON: AT THE EDGE OF AMERICA: (MARCH 3 - JUNE 10, 2018): THIS EXHIBITION CELEBRATES CANNON'S CREATIVE RANGE AND ARTISTIC LEGACY THROUGH NEARLY 90 PAINTINGS AND WORKS ON PAPER, AS WELL AS POETRY AND MUSIC. -JAPANOMIA! JAPANESE ART GOES GLOBAL: (APRIL 1, 2018 THROUGH 2020): THE NEW INSTALLATION TAKES VISITORS ON A JOURNEY THROUGH TIME FROM THE ARRIVAL OF PORTUGUESE MERCHANTS IN THE 1500S THROUGH JAPAN'S EMERGENCE ON THE WORLD STAGE IN THE LATE 19TH CENTURY AND BEYOND. -WILD DESIGNS: (MAY 26, 2018 - AUGUST 4, 2019): WILD DESIGNS FEATURES WORKS BY ARTISTS AND OTHER CREATIVES WHO ARE LOOKING TO NATURE AND LIVING SYSTEMS FOR NEW IDEAS AND CREATIVE SOLUTIONS TO HUMAN PROBLEMS. -SALLY MANN: A THOUSAND CROSSINGS: (JUNE 30 - SEPTEMBER 23, 2018): THE ARTIST'S FIRST MAJOR TRAVELING EXHIBITION, SALLY MANN: A THOUSAND CROSSINGS EXPLORES THEMES OF FAMILY, MEMORY, MORTALITY, AND HOME AS WELL AS THE SOUTHERN LANDSCAPE AS A REPOSITORY OF PERSONAL AND COLLECTIVE MEMORY. -EMPRESSES OF CHINA'S FORBIDDEN CITY: (AUGUST 18, 2018 - FEBRUARY 10, 2019): THIS IS THE FIRST EXHIBITION TO EXPLORE THE ROLE OF EMPRESSES IN SHAPING CHINA'S LAST DYNASTY- THE QING DYNASTY - FROM 1644 TO 1912. NEARLY 200 SPECTACULAR OBJECTS FROM THE PALACE MUSEUM TELL THE LITTLE-KNOWN STORIES OF HOW IMPERIAL WOMEN INFLUENCED COURT POLITICS, ART AND RELIGION. PEM TRAVELING SHOWS -OCEAN LINERS: GLAMOUR, SPEED, AND STYLE: (AT PEM MAY 20, 2017 - OCTOBER 9, 2017, AT THE VICTORIA AND ALBERT MUSEUM LONDON: FEBRUARY 3 - JUNE 17, 2018, AT THE VICTORIA AND ALBERT MUSEUM DUNDEE: SEPTEMBER 15, 2018 - FEBRUARY 24, 2019): THIS IS THE FIRST EXHIBITION TO ASSESS THE CULTURAL IMPACT OF THE OCEAN LINER IN SHAPING APPROACHES TO ARCHITECTURE, ART, AND DESIGN THROUGHOUT THE TWENTIETH CENTURY. -T.C. CANNON: AT THE EDGE OF AMERICA: (AT PEM MARCH 3 - JUNE 10, 2018, AT THE GILCREASE MUSEUM: JULY 14 - OCT 7, 2018, AT THE NATIONAL MUSEUM OF THE AMERICAN INDIAN, NYC: MARCH 16, 2019 - SEPTEMBER 16, 2019) -SALLY MANN: A THOUSAND CROSSINGS: (AT PEM JUNE 30 - SEPTEMBER 23, 2018, AT THE J. PAUL GETTY MUSEUM: NOVEMBER 16, 2018 - FEBRUARY 10, 2019, AT THE THE MUSEUM OF FINE ARTS HOUSTON: MARCH 3 - MAY 27, 2019, AT THE JEU DE PAUME, PARIS: JUNE 17 - SEPTEMBER 22, 2019, AT THE HIGH MUSEUM: OCTOBER 19, 2019 - FEBRUARY 2, 2020 CONTINUING AT PEM -RAVEN'S MANY GIFTS: NATIVE ART OF THE NORTHWEST COAST: (APRIL 5, 2014 - DECEMBER 9, 2018): OBJECTS FROM PEM'S COLLECTION OF NATIVE ART FROM THE PACIFIC NORTHWEST REVEAL THE DYNAMIC RELATIONSHIPS AMONG LIVING HUMANS, ANIMALS, ANCESTORS AND SUPERNATURAL BEINGS. -DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART: (APRIL 5, 2014 THROUGH 2020): HIGHLIGHTS FROM THE MUSEUM'S WIDE-RANGING CHINESE COLLECTION CELEBRATE CHINA'S ARTISTIC ACHIEVEMENTS EXPRESSED IN SEASONAL FESTIVALS, RELIGIOUS CEREMONIES AND CELEBRATIONS. -IMPORTING SPLENDOR: (JUNE 13, 2015 - JANUARY 13, 2019): THIS INSTALLATION EXPLORES PEM'S SUPERLATIVE CHINESE EXPORT ART COLLECTION THE MOST COMPREHENSIVE AND CELEBRATED COLLECTION OF ITS KIND. CREATED BY CHINESE ARTISTS IN THE 18TH AND 19TH CENTURIES FOR EUROPEAN AND AMERICAN MARKETS, THESE WORKS DISPLAY A MASTERY OF MATERIAL AND FORM THAT MADE THEM THE MOST COVETED LUXURIOUS ITEMS OF THEIR DAY. -MEGACITY: INDIA'S CULTURE OF THE STREETS: (AUGUST 1, 2015 - SPRING 2020): IN THE EARLY 20TH CENTURY, INDIAN ARTISTS VIEWED THE VILLAGE AS THE TRUE LOCUS FOR INDIA'S IDENTITY, DISTINCT FROM THAT OF THE BRITISH COLONIAL CITIES OF CALCUTTA, BOMBAY AND NEW DELHI. BY MID-CENTURY, INDIA'S INDEPENDENCE TRANSFORMED ITS CITIES, WHERE THE DRIVE TOWARD MODERNITY CO-EXISTED WITH THE ENDURING PRESENCE OF THE SPIRITUAL. -ALL THE FLOWERS ARE FOR ME (MAY 20, 2017 - APRIL 29, 2018): PERSIAN AND TURKISH ARCHITECTURE, TEXTILES AND MINIATURE PAINTINGS INSPIRE THE PRECISE, STYLIZED FLORAL FORMS THAT COMPOSE ANILA QUAYYUM AGHA'S SCULPTURAL CHAMBER OF LIGHT AND SHADOW. -XYZT: A JOURNEY IN 4 DIMENSIONS: (OCTOBER 14, 2017 - APRIL 22, 2018): CREATED AND DESIGNED BY FRENCH ARTISTS/PERFORMERS/COMPUTER SCIENTISTS ADRIEN MONDOT AND CLAIRE BARDAINNE, XYZT IS A TRAVELLING INTERACTIVE ART EXHIBITION THAT BRINGS TOGETHER GEOMETRIC AND ORGANIC ELEMENTS TO CREATE AN ENCOUNTER THE ARTISTS DESCRIBE AS "A JOURNEY THROUGH NATURE REVISITED." -GEORGIA O'KEEFFE: ART, IMAGE, STYLE: (DECEMBER 16, 2017 - APRIL 8, 2018): THE FIRST EXHIBITION TO EXPLORE THE ART, IMAGE AND PERSONAL STYLE OF ONE OF AMERICA'S MOST ICONIC ARTISTS. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | CURATORIAL AND COLLECTIONS: NATIONALLY AND INTERNATIONALLY RECOGNIZED THOUGHT LEADERS IN THEIR RESPECTIVE FIELDS, THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS AND CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, RESEARCH, AND INTERPRET THE MUSEUM'S COLLECTION. THE CURATORIAL STAFF ALSO PREPARES AND PUBLISHES SCHOLARLY CATALOGUES AND EDUCATIONAL TEXTS RELATED TO THE EXHIBITIONS AND THE COLLECTION. THE MUSEUM'S COLLECTION ENCOMPASSES APPROXIMATELY 1.8 MILLION WORKS REPRESENTING ART AND CULTURE GLOBALLY. SEVERAL OF THE PRINCIPAL COLLECTING AREAS BEGAN WITH THE MUSEUM'S FOUNDING IN 1799 AND ARE THE FIRST OF SUCH MATERIAL AMONG AMERICAN MUSEUMS. OTHER AREAS OF THE COLLECTION ARE THE BEST OR LARGEST AMONG AMERICAN OR INTERNATIONAL MUSEUM COLLECTIONS. THE MUSEUM CONTINUES TO COLLECT SELECTIVELY IN ALMOST ALL AREAS OF THE COLLECTION THROUGH GIFT, PURCHASE, AND BEQUEST. -THE AFRICAN COLLECTION INCLUDES EARLY WORKS FROM COASTAL EAST AND WEST AFRICA, AN IMPORTANT BODY OF ZULU OBJECTS, AND ONE OF THE WORLD'S BEST COLLECTIONS OF ETHIOPIAN CHRISTIAN ART OF SIXTEENTH-TO TWENTIETH-CENTURY ICONS AND METALWORK. -THE AMERICAN COLLECTION OF PAINTINGS, SCULPTURES, WORKS ON PAPER, DECORATIVE ART, FOLK ART, FASHION, AND COSTUMES, REPRESENTS MORE THAN 300 YEARS OF NEW ENGLAND ART AND CULTURE. -THE ASIAN EXPORT ART COLLECTION IS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF DECORATIVE ART MADE IN ASIA FOR GLOBAL EXPORT. IT ENCOMPASSES PAINTINGS, FURNITURE, SILVER, PORCELAIN, WORKS ON PAPER FROM THE FIFTEENTH TO THE TWENTIETH CENTURIES. -THE CHINESE COLLECTION'S UNIQUE STRENGTH IS VERNACULAR ART THAT EXPLORES THE RICH TRADITIONS OF CHINESE CULTURE, AND FEATURES IMPORTANT QING DYNASTY WORKS, INCLUDING CERAMICS, TEXTILES, AND DECORATIVE ARTS. -THE FASHION AND TEXTILES COLLECTION INCLUDES WORKS FROM AROUND THE WORLD, PRIMARILY FROM THE LATE 17TH-CENTURY FORWARD. SINCE 2009, THE MUSEUM HAS FOCUSED ON COLLECTING 20TH AND 21ST-CENTURY FASHION THROUGH MAJOR GIFTS AND BEQUESTS FROM NATIONALLY AND INTERNATIONALLY PROMINENT COLLECTORS. -AMERICA'S NINETEENTH- AND TWENTIETH- CENTURY JAPANESE ART COLLECTORS CREATED A MAJOR COLLECTION OF JAPANESE ART AND CULTURE. MANY WORKS ARE CONSIDERED RARE IN JAPAN, WITH LATE EDO- AND MEIJI-PERIOD EXAMPLES AMONG THE WORLD'S FINEST. -FOUNDED IN THE 1880S, THE KOREAN COLLECTION PIONEERED AMERICAN INTEREST IN KOREAN ART AND CULTURE. ITS BROAD SPECTRUM OF ART OF THE LATE JOSEON DYNASTY IS CONSIDERED THE BEST IN THE UNITED STATES. -THE MARITIME COLLECTION IS THE FINEST IN AMERICA AND IS INTERNATIONALLY RENOWNED FOR ITS APPROXIMATELY 30,000 PAINTINGS, DRAWINGS, AND PRINTS, AND 20,000 MARITIME OBJECTS FROM THE SEVENTEENTH THROUGH THE EARLY TWENTIETH CENTURIES. -THE NATIVE AMERICAN ART COLLECTION INCLUDES 20,000 WORKS FROM THE SEVENTEENTH CENTURY TO THE PRESENT, AS WELL AS 50,000 ARCHEOLOGICAL WORKS DATING BACK 10,000 YEARS. ITS GROWING STRENGTH AND FOCUS IS MODERN AND CONTEMPORARY ART. -THE OCEANIC COLLECTION IS INTERNATIONALLY RECOGNIZED FOR ITS SIZE, BREADTH, AND EARLY ORIGINS AND PROVENANCE OF ITS OBJECTS. IT INCLUDES MORE THAN 20,000 OBJECTS FROM MORE THAN THIRTY-SIX ISLAND GROUPS IN POLYNESIA, MELANESIA, AND MICRONESIA. -THE PHOTOGRAPHY COLLECTION COMPRISES THOUSANDS OF RARE AND VINTAGE IMAGES AND MODERN AND CONTEMPORARY EXAMPLES. THE COLLECTION INCLUDES MAJOR HOLDINGS IN NINETEENTH-CENTURY AND CONTEMPORARY PHOTOGRAPHS OF ASIA. -THE SOUTH ASIAN COLLECTION EMPHASIZES MODERN AND CONTEMPORARY ART AFTER INDIA'S INDEPENDENCE IN 1947. OLDER EXAMPLES, ESPECIALLY FROM THE NINETEENTH CENTURY, INCLUDE IMPORTANT SCULPTURE, TEXTILES, CERAMICS, AND METALWORK. -THE ARCHITECTURE COLLECTION INCLUDES TWENTY-FOUR HISTORIC AMERICAN STRUCTURES AND A MAJOR ARCHITECTURAL FRAGMENT COLLECTION. FOUR BUILDINGS ARE DESIGNATED NATIONAL HISTORIC LANDMARKS; SIX OTHERS ARE ON THE NATIONAL REGISTER OF HISTORIC PLACES. -THE PHILLIPS LIBRARY IS ONE OF NEW ENGLAND'S MOST IMPORTANT AND HISTORIC RESEARCH LIBRARIES, HOLDING PUBLICATIONS AND ARCHIVAL MATERIALS RELATED TO REGIONAL AND GLOBAL ART AND CULTURE, AND TO THE MUSEUM'S DIVERSE COLLECTIONS. 2018 ACQUISITIONS: 981 WORKS OF ART AND CULTURE THROUGH PURCHASE, GIFT, AND BEQUEST FOR MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS, INCLUDING: -EAST HEADLAND, APPLEDORE-ISLES OF SHOALS, CHILDE HASSAM, 1911 -THE MARCH INTO BOSTON FROM MARBLEHEAD, APRIL 16, 1861, J.O.J. FROST, 1925 -CEDAR AND RED MAPLE, LAKE GEORGE, GEORGIA O'KEEFFE, 1921 -SATSUMA VASE, SOZAN FOR THE KINKOZAN WORKSHOP, JAPAN, 1880-1900 -WEIGHT, ALISON SAAR, 2012 -BALLROOM, AGUSTINA WOODGATE, 2014 -THE PEQUOD II, MICHAEL C. MCMILLEN, 1987 -SUSAN ESCO CHANDLER FASHION COLLECTION OF VARIOUS DESIGNERS, MID-LATE 20TH CENTURY-EARLY 21ST CENTURY -IRIS BARREL APFEL FASHION COLLECTION OF TWO HUNDRED FIFTY-ONE ITEMS OF MEN'S AND WOMEN'S CLOTHING AND SHOES, VARIOUS DESIGNERS AND FASHION HOUSES -COLLECTION OF THIRTEEN PIECES OF WHALECRAFT FROM THE ROBERT AND NINA HELLMAN COLLECTION, 19TH CENTURY |
| FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: | EDUCATION: THE MUSEUM'S DEPARTMENT OF EDUCATION DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF EDUCATIONAL PROGRAMS, SCHOOL PROGRAMS, AND MUSEUM TOURS. IT ALSO PREPARES AND DISTRIBUTES PRINT AND ONLINE MATERIALS TO HELP VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES, AND NEEDS GAIN INSIGHT ABOUT THEMSELVES AND THE WORLD AROUND THEM THROUGH AN UNDERSTANDING OF INTERNATIONAL ART AND CULTURE. EACH YEAR, THE MUSEUM OFFERS HUNDREDS OF PROGRAMS TO ADVANCE ARTS LEARNING AND APPRECIATION AND TO STIMULATE CRITICAL THINKING, CROSS-CULTURAL DIALOGUE, INTELLECTUAL INQUIRY, CREATIVITY, AND CONNECTION-MAKING BETWEEN THE PAST AND PRESENT. THROUGH ITS PROGRAMMING, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. PROGRAMS EMPLOY AGE- AND AUDIENCE-APPROPRIATE PEDAGOGIES AND USE THE MUSEUM'S OUTSTANDING COLLECTIONS AND EXHIBITIONS TO ENGAGE VISITORS DIRECTLY WITH WORKS OF ART AND CULTURE. THE DEPARTMENT OF EDUCATION FOCUSES ON SEVERAL BROAD AUDIENCE AREAS: K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. THE DEPARTMENT ALSO MANAGES THE AWARD-WINNING ART & NATURE CENTER FOR INTERACTIVE FAMILY LEARNING, ARE ALSO MANAGED BY THIS DEPARTMENT. THE SINGLE VISIT SCHOOL PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS ENROLLED IN PUBLIC, INDEPENDENT, AND HOME SCHOOLS IN GRADES PRE K-12 AND UNIVERSITIES AND COLLEGES AND BLENDS GUIDED DOCENT-LED GALLERY TOURS WITH ENGAGING ACTIVITIES THAT INSPIRE CLOSE LOOKING AND REFLECTION. USING ITS COLLECTIONS, THE MUSEUM CREATES CONNECTIONS BETWEEN CLASSROOM CONTENT AND STUDENTS' DAILY LIVES AND INTRODUCES IDEAS AND TECHNIQUES THAT ENCOURAGE STUDENTS TO THINK CREATIVELY AND ANALYTICALLY, INCLUDING FACILITATING STUDENT ART-MAKING. IN 2018, 11,309 STUDENTS, TEACHERS AND CHAPERONES FROM 283 SCHOOLS PARTICIPATED IN SINGLE VISIT SCHOOL PROGRAMS. FORMAL MUSEUM-SCHOOL PARTNERSHIPS ARE MANAGED THROUGH THE CREATIVE COLLABORATIONS PROGRAM. THIS PARTNERSHIP, WHICH TARGETS TITLE I SCHOOLS AND TEACHERS IN THE NORTH SHORE REGION, PROVIDES MEANINGFUL SEQUENCED MUSEUM VISITS AND OBJECT-BASED LESSON PLANS THAT BUILD KNOWLEDGE IDENTIFIED AS CRITICAL IN THE ART, SOCIAL STUDIES, AND LANGUAGE ARTS CURRICULUM FRAMEWORKS. AS PART OF THIS PROGRAM, STUDENTS FROM PRIMARILY LOW RESOURCE SCHOOLS MAKE MULTIPLE (3-5) VISITS TO THE MUSEUM. IN 2018, 2,211 STUDENTS FROM 11 SCHOOLS PARTICIPATED IN THE CREATIVE COLLABORATIONS PROGRAM. THE ART LINK PROGRAM IS AN AFTERSCHOOL MUSEUM-BASED PARTNERSHIP PROGRAM WITH AREA YOUTH ORGANIZATIONS. PARTICIPATING STUDENTS IN GRADES K -12 PARTICIPATE IN GALLERY AND STUDIO PROGRAMS AT THE MUSEUM, AND SOME PARTNERSHIPS RESULT IN THE MUSEUM WORKING AT THE ORGANIZATION'S SITE TO DEVELOP CREATIVE ARTS PROGRAMMING DESIGNED TO DEVELOP SELF-CONFIDENCE, SELF-EFFICACY, AND SKILLS IN CREATIVE SELF-EXPRESSION. IN 2018, 608 STUDENTS PARTICIPATED IN 52 PROGRAMS. THE MUSEUM PARTNERED WITH 8 LOCAL ORGANIZATIONS IN SALEM, LYNN, AND BEVERLY. PROGRAMS FOR FAMILIES AT THE MUSEUM ARE AIMED AT FOSTERING SHARED INTERGENERATIONAL EXPERIENCES AROUND ART-BASED INQUIRY, DIALOGUE, AND CREATIVE ART-MAKING. THEY TAKE A VARIETY OF FORMS, FROM GALLERY-BASED FAMILY TOURS AND STORYTELLING FOR PRESCHOOLERS AND THEIR ADULT CAREGIVERS TO STUDIO ACTIVITIES AND LARGE-SCALE FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION, ELIMINATING ECONOMIC BARRIERS FOR UNDERSERVED FAMILIES. THE MUSEUM IS A FREQUENT WINNER OF THE REGIONAL BEST OF NORTH SHORE AWARD FOR BEST FAMILY HANGOUT, INCLUDING FOR 2018 AND 2019. IN 2018, THE MUSEUM OFFERED 197 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 25,742 FAMILY VISITORS. THE MUSEUM'S ART & NATURE CENTER (ANC) IS DIRECTED BY THE EDUCATION DEPARTMENT. THIS GALLERY IS A DYNAMIC, INTERACTIVE EXHIBITION SPACE SPECIFICALLY TARGETED AT MULTI-GENERATIONAL AUDIENCES AND EXPLORES THE INTERSECTION BETWEEN ART AND SCIENCE THROUGH THE WORK OF CONTEMPORARY ARTISTS. ACTIVITY STATIONS, MULTIMEDIA ELEMENTS, AND A RANGE OF PROGRAM OFFERINGS, INCLUDING PROGRAMS WITH VISITING GUEST ARTISTS, PROVIDE VISITORS WITH A VARIETY OF APPROACHES FOR INVESTIGATING THE ARTWORK AND THEMES PRESENTED. ABOUT 239,505 PEOPLE ATTENDED AND EXPERIENCED THE ANC EXHIBITIONS IN 2018. ADULTS ARE SERVED BY THE MUSEUM IN A VARIETY OF WAYS TARGETED TOWARD THEIR INTERESTS, LIFE STAGES, GROUP PARTICIPATION, AND PREFERENCES. GUIDE-LED PUBLIC AND GROUP TOUR EXPERIENCES SUPPORT THE MUSEUM'S MISSION BY LEADING PARTICIPANTS IN CONVERSATIONAL, INTERACTIVE EXPLORATIONS OF PEM'S EXHIBITIONS, COLLECTION, AND CREATIVE SPACES. GUIDES HELP AUDIENCES DELVE DEEPER INTO SPECIAL EXHIBITIONS, HISTORIC HOUSES AND GARDENS, COLLECTION HIGHLIGHTS, AND SPECIAL TOPICS, ENRICHING VISITORS' UNDERSTANDINGS OF MUSEUM OBJECTS AND THEIR LINKS TO THE WIDER WORLD. OFF-SITE GUIDED PROGRAMS BRING THE MUSEUM EXPERIENCE TO COMMUNITY CENTERS AND SENIOR CENTERS IN THE AREA. A TOTAL OF 11,562 VISITORS PARTICIPATED IN GUIDE-LED TOURS IN 2018. THE EDUCATION DEPARTMENTS ALSO DEVELOPS AND IMPLEMENTS A ROBUST SCHEDULE OF UNIQUE PUBLIC PROGRAMS FOR ADULTS. IN 2018 THE MUSEUM HOSTED NEARLY 12,750 ADULTS THROUGH THESE PROGRAMS THAT RANGED FROM ARTIST DEMONSTRATIONS TO LECTURES AND SYMPOSIA, CONCERTS, FILM FESTIVALS, DANCE PERFORMANCES, LATE NIGHT CELEBRATIONS, AND ART MAKING WORKSHOPS RELATED TO THE ART AND CULTURES REPRESENTED IN THE MUSEUM'S COLLECTIONS OR EXHIBITIONS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CLEMENT BENENSON AND STEPHANIE BENENSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. AFTER ANY NECESSARY REVISIONS ARE MADE, THE FINAL DRAFT IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF AN APPROPRIATE OFFICER, DIRECTOR OR SENIOR MANAGER TO DETERMINE THE APPROPRIATE COURSE OF ACTION IN RESOLVING THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DECISIONS RELATIVE TO THE SOURCE OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MUSEUM'S FORM 990, INCLUDING FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 IS AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF FUNDS HELD BY OTHERS -818,064. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| TRUST (1) | |||
| TRUST | MA | PEABODY ESSEX MUSEUM INC | Yes (1) |
| CRUTS (2) | |||
| CRUT | MA | PEABODY ESSEX MUSEUM INC | Yes (1) |
| 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 |