2025-11-07T14:33:16-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 362167011 FIELD MUSEUM OF NATURAL HISTORY FIEL 3129229410 1400 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 606052827 RINA DEDHIA CHIEF FINANCIAL OFFICER 3126657240 2025-10-31 1 1 LU ANN TRAPP P01506476 3122071040 2025-10-31 2024 2025-03-06 01:10:19Z JULIAN F SIGGERS 1400 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 606052827 698318637 0 X WWW.FIELDMUSEUM.ORG X 1893 IL THE MUSEUM IS AN INDEPENDENT CENTER OF LEARNING THAT ENGAGES IN RESEARCH AND PUBLIC EDUCATION. 80 79 717 425 5670816 1314899 62597727 44767255 28373983 30406582 19516556 39994666 -426671 -354062 110061595 114814441 843079 496866 0 0 46411688 42873399 70000 225248 6740467 47580951 51673454 94905718 95268967 15155877 19545474 867046918 932857968 178261454 173819539 688785464 759038429 X THE FIELD MUSEUM IS AN EDUCATIONAL INSTITUTION CONCERNED WITH THE RELATIONSHIPS IN NATURE AND AMONG CULTURES. IT PROVIDES COLLECTION-BASED RESEARCH AND LEARNING FOR GREATER PUBLIC UNDERSTANDING AND APPRECIATION OF THE WORLD (CONTINUED ON SCHEDULE O) IN WHICH WE LIVE. ITS COLLECTIONS, PUBLIC LEARNING PROGRAMS, AND RESEARCH ARE INSEPARABLY LINKED TO SERVE A DIVERSE PUBLIC OF VARIED AGES, BACKGROUNDS AND KNOWLEDGE. 0 0 32000012 496866 368997 SCIENCE & EDUCATION: SCIENCE AND EDUCATION CONSISTS OF FOUR COMPLEMENTARY CENTERS-THE COLLECTIONS CENTER, THE INTEGRATIVE RESEARCH CENTER, THE SCIENCE ACTION CENTER, AND THE LEARNING CENTER. TOGETHER, THESE CENTERS ADVANCE THE MUSEUM'S MISSION OF UNDERSTANDING THE PAST, EXPLORING ITS PRESENT, AND SHAPING A FUTURE FOR THE EARTH. THE COLLECTIONS AMOUNT TO OVER 30,000,000 NATURAL OBJECTS AND MAN-MADE ARTIFACTS SPANNING THE MUSEUM'S FOUR DISCIPLINES - ANTHROPOLOGY, BOTANY, GEOLOGY, AND ZOOLOGY. 22543438 0 20863775 PUBLIC PROGRAMS: THE MUSEUM BRINGS SCIENCE TO LIFE WITH MORE THAN 400,000 SQUARE FEET OF SPACE DEVOTED TO EXHIBITIONS AND OTHER PUBLIC PROGRAMS. IN 2024, THE MUSEUM WELCOMED MORE THAN 1,220,000 VISITORS. 16308854 0 79654 MUSEUM SERVICES: THE MUSEUM HAS APPROXIMATELY 1,300,000 SQUARE FEET FOR WHICH MUSEUM SERVICES PROVIDES ENGINEERING, MAINTENANCE, AND SECURITY, AS WELL AS DIRECTLY SUPPORTS THE SCIENCE AND EDUCATION AND PUBLIC PROGRAMS. 8285512 0 3432870 MUSEUM OUTREACH AND BUSINESS ENTERPRISES. 8285512 0 3432870 79137816 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 158 0 1 717 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 80 79 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT GA IL KS KY ME MD MA MI MN NJ NY NC OH OK OR PA RI SC TN UT VA WA WV WI MS ND NV NM IN NH X RINA DEDHIA 3126657240 1400 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 606052496 JULIAN F SIGGERS PRESIDENT + CEO 35.00 0.00 X X 840238 0 34178 JOHN L BUCKSBAUM VICE CHAIR, FACILITIES & ADMIN SRVS 3.00 0.00 X X 0 0 0 DR RICHARD A CHAIFETZ VICE CHAIR, GOVERNMENT RELATIONS 3.00 0.00 X X 0 0 0 RICHARD W COLBURN EXECUTIVE MEMBER AT LARGE 3.00 0.00 X X 0 0 0 ROBERT W CRAWFORD JR VICE CHAIR, AUDIT 3.00 0.00 X X 0 0 0 MARSHA A CRUZAN VICE CHAIR, GOVERNANCE 3.00 0.00 X X 0 0 0 JEFFREY T FOLAND VICE CHAIR, MARKETING 3.00 0.00 X X 0 0 0 MARSHALL B FRONT VICE CHAIR, INVESTMENT 3.00 0.00 X X 0 0 0 WILBUR H GANTZ III CHAIR EMERITUS 3.00 0.00 X X 0 0 0 KAREN Z GRAY-KREHBIEL EXECUTIVE MEMBER AT LARGE 3.00 0.00 X X 0 0 0 DAVID D HILLER VICE CHAIR, INTEGRATIVE RESEARCH 3.00 0.00 X X 0 0 0 JAMEE C FIELD KANE VICE CHAIR, DEVELOPMENT 3.00 0.00 X X 0 0 0 JEFFREY B KELLER VICE CHAIR, SCIENCE ACTION 3.00 0.00 X X 0 0 0 JORGE M LEON VICE CHAIR, RETIREMENT AND BENEFITS 3.00 0.00 X X 0 0 0 MARGARET B MACLEAN VICE CHAIR, COLLECTIONS 3.00 0.00 X X 0 0 0 BOBBY MEHTA BOARD CHAIR 3.00 0.00 X X 0 0 0 MICHAEL O'GRADY SECRETARY 3.00 0.00 X X 0 0 0 JESSICA P SAROWITZ VICE CHAIR, DIVERSITY, EQUITY, ACCESS & INCLUSION 3.00 0.00 X X 0 0 0 JAI SHEKHAWAT VICE CHAIR, DIGITAL ENGAGEMENT 3.00 0.00 X X 0 0 0 MATTHEW K SIMON EXECUTIVE MEMBER AT LARGE 3.00 0.00 X X 0 0 0 DAWN L SOLOMON VICE CHAIR, EXHIBITIONS 3.00 0.00 X X 0 0 0 JASON M WORTENDYKE VICE CHAIR, FINANCE 3.00 0.00 X X 0 0 0 ARJUN AGGARWAL BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN M BENTON BOARD MEMBER 1.00 0.00 X 0 0 0 HOWARD B BERNICK BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER T BERTSCHY BOARD MEMBER 1.00 0.00 X 0 0 0 AMY E BEST BOARD MEMBER 1.00 0.00 X 0 0 0 KATHLEEN M BOEGE BOARD MEMBER 1.00 0.00 X 0 0 0 ELIZABETH BRADY BOARD MEMBER 1.00 0.00 X 0 0 0 EULER BROPLEH BOARD MEMBER 1.00 0.00 X 0 0 0 TRACY CAHILLANE BOARD MEMBER 1.00 0.00 X 0 0 0 GREGORY C CASE BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW CLARKE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID COTTON BOARD MEMBER 1.00 0.00 X 0 0 0 MARK J COZZI BOARD MEMBER 1.00 0.00 X 0 0 0 SIR PETER CRANE FRS BOARD MEMBER 1.00 0.00 X 0 0 0 WENDELL DALLAS BOARD MEMBER 1.00 0.00 X 0 0 0 OSCAR A DAVID BOARD MEMBER 1.00 0.00 X 0 0 0 SANDY DEROMEDI BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREN JIGGETTS-DONOVAN BOARD MEMBER 1.00 0.00 X 0 0 0 MARGERY KAMIN FEITLER BOARD MEMBER 1.00 0.00 X 0 0 0 MARSHALL FIELD V BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL E FLANNERY BOARD MEMBER 1.00 0.00 X 0 0 0 NATASHA GALAVOTTI BOARD MEMBER 1.00 0.00 X 0 0 0 F NEAL GRAM III BOARD MEMBER 1.00 0.00 X 0 0 0 JACK M GREENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JUDY GREFFIN BOARD MEMBER 1.00 0.00 X 0 0 0 LEWIS S GRUBER BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN J HAMILL BOARD MEMBER 1.00 0.00 X 0 0 0 CARYN HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 CONSTANCE T KELLER BOARD MEMBER 1.00 0.00 X 0 0 0 SHANNON M KENNEDY BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD L KEYSER BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 WILLIAM C KUNKLER III BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH P LACHER JR BOARD MEMBER 1.00 0.00 X 0 0 0 AMBASSADOR FAY HARTOG-LEVIN BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD LEVIN BOARD MEMBER 1.00 0.00 X 0 0 0 DIANE VON SCHLEGELL LEVY BOARD MEMBER 1.00 0.00 X 0 0 0 LISA MEANEY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID MOORE BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL S NOVICH BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES J O'CONNOR JR BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 CHRISTOPHER A O'HERLIHY BOARD MEMBER 1.00 0.00 X 0 0 0 DR DAVID OXTOBY BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH O'KEEFE BOARD MEMBER 1.00 0.00 X 0 0 0 ASUTOSH PADHI BOARD MEMBER 1.00 0.00 X 0 0 0 AURIE A PENNICK BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN F PODJASEK III BOARD MEMBER 1.00 0.00 X 0 0 0 PETER B POND BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN RAU BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 THOMAS S RICKETTS BOARD MEMBER 1.00 0.00 X 0 0 0 JOAN RUBSCHLAGER BOARD MEMBER 1.00 0.00 X 0 0 0 DR DILARA SAYEED BOARD MEMBER 1.00 0.00 X 0 0 0 NYDIA S SEARLE BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER L SHERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ADELE S SIMMONS BOARD MEMBER 1.00 0.00 X 0 0 0 MARY L SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS S SOULELES BOARD MEMBER 1.00 0.00 X 0 0 0 MARK TEBBE BOARD MEMBER 1.00 0.00 X 0 0 0 MARCUS VON KAPFF BOARD MEMBER 1.00 0.00 X 0 0 0 MARK R WALTER BOARD MEMBER 1.00 0.00 X 0 0 0 EVERETT S WARD BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 LAURA S WASHINGTON BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK WOOD-PRINCE BOARD MEMBER 1.00 0.00 X 0 0 0 ISAAC KWON EXECUTIVE VICE PRESIDENT & COO 35.00 0.00 X 377394 0 29815 LE MONTE G BOOKER SR CHIEF FINANCE OFFICER - PART YEAR 35.00 0.00 X 282727 0 38425 CHARLES KATZENMEYER VP, INSTITUTIONAL ADVANCEMENT 35.00 0.00 X 329160 0 27425 THORSTEN LUMBSCH VP, SCIENCE & EDUCATION 35.00 0.00 X 253417 0 35059 PHILLIP HECK CURATOR & DIRECTOR, INTG. RESEARCH CENTER 35.00 0.00 X 248612 0 40516 COLETTE HANDS VP, PEOPLE & CULTURE 35.00 0.00 X 227742 0 8257 JAAP HOOGSTRATEN HEAD OF EXHIBITIONS 35.00 0.00 X 190633 0 30412 STEVEN STROHMEIER SR. DIRECTOR, INSTITUTIONAL GIVING 35.00 0.00 X 190683 0 27037 GARY FEINMAN CURATOR 35.00 0.00 X 183904 0 30268 3124510 0 301392 53 0 1 0 ARAMARK MANAGEMENT SERVICES 27310 NETWORK PLACE CHICAGO IL 60673 HOUSEKEEPING SERVICES 1622738 ARS ADVERTISING LLC 626 W JACKSON BLVD CHICAGO IL 60661 ADVERTISING 1484085 GRACE CONSTRUCTION GROUP LLC 345 N CANAL CHICAGO IL 60606 CONSTRUCTION 1360454 MONTERREY SECURITY CONSULTANTS INC 2232 S BLUE ISLAND AVE CHICAGO IL 60608 SECURITY SERVICES 1236786 INTEGRATED ELECTRICAL SERVICES 12621 SOUTH LARAMIE AVENUE ALSIP IL 60803 ELECTRICAL SERVICES 1008738 51 1987737 2343083 6019115 34417320 3307140 44767255 ADMISSIONS 900099 18287982 18287982 EVENT INCOME 900099 5843857 182571 5661286 COMMISSIONS 900099 2027708 2027708 TRAVELING EXHIBITS 900099 1511126 1511126 AUXILLARY PROGRAMS 900099 1222591 1222591 1513318 1503788 9530 30406582 11879122 11879122 4415 4415 611119758 583004214 28115544 28115544 28115544 141505 2343083 499982 -358477 -358477 114814441 24735766 5670816 39640604 X 165283 165283 148712 148712 182871 182871 2247838 711763 927519 608556 31729488 26484936 2484553 2759999 992630 829237 76752 86641 5479168 4577173 423704 478291 2424275 1987663 211882 224730 349567 349567 218896 218896 110000 110000 225248 225248 1611544 1611544 10969464 9693356 385782 890326 2519785 2474995 44790 4805570 3510030 670859 624681 3116997 2548086 483809 85102 1102469 1102469 3503876 3201323 282356 20197 1718089 1535150 59378 123561 1059648 510135 139406 410107 7318645 7230470 26845 61330 12136393 11916992 126268 93133 304740 304740 UNRELATED BUSINESS INCO 414157 414157 OTHER PROGRAM EXPENSES 289651 289651 ASSOCIATION MEMBERSHIPS 123963 37521 82667 3775 95268967 79137816 9390684 6740467 701134 1007767 126663282 54550875 22447165 25754885 9712608 7284241 57566 46692 2561657 2059614 491717624 297853602 198135009 193864022 106289707 174014039 397735181 471284730 2743609 2991103 867046918 932857968 9243923 8864822 4513137 4174596 158727766 157326071 5776628 3454050 178261454 173819539 X 297233856 327472957 391551608 431565472 688785464 759038429 867046918 932857968 19545474 50707491 0 X 0 1 X 1 1 1 X 27829700 48141973 47862534 55856483 39931368 219622058 5455411 5118867 5164196 6741244 4835887 27315605 33285111 53260840 53026730 62597727 44767255 246937663 33394036 213543627 6192819 5590691 7353266 9336436 11883537 40356749 281633 394923 1314899 1991455 289285867 108998956 0.73820 0.76070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 125899 125899 0 PART II-B, LINE 1: THE FIELD MUSEUM RETAINED METCALF FEDERAL RELATIONS FOR $110,000 IN 2024 FOR LOBBYING AT THE FEDERAL LEVEL. IN ADDITION, THE MUSEUM IS A MEMBER OF MUSEUMS IN THE PARK, APPROXIMATELY $8,757 OF FEES SUPPORT LOBBYING AT THE STATE LEVEL. A SMALL AMOUNT OF STAFF TIME IS SPENT ON ADVOCACY, ADDING $7,142. 0 1 X X X X 0 558174270 10799802 81700444 23332782 627341734 489084778 11630612 87019208 29560328 558174270 594523476 5431128 -89161826 21708000 489084778 538652610 11762278 64950377 19412525 1429264 594523476 473458005 9825097 75946081 19397493 1179080 538652610 0.43983 0.32890 0.23127 1 0 339354403 214167935 125186468 113156860 68030342 45126518 38939892 15655325 23284567 266469 266469 193864022 EQUITY SECURITY FUNDS 402843128 F HEDGED EQUITY FUNDS 63971099 F ABSOLUTE RETURN FUNDS 254589 F LIMITED PARTNERSHIP 1760000 C CREDIT ORIENTATED FUNDS 2455914 F 471284730 INTEREST RATE SWAP 3454050 3454050 X 164475469 50707491 565082 51272573 113202896 1611544 1611544 114814440 94222505 565082 565082 93657423 1611544 1611544 95268967 PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE COMPRISED OF OBJECTS OF HISTORICAL, CULTURAL OR SCIENTIFIC SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING ITS EXISTENCE AND ASSESSING ITS CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE DEPOSITED IN THE ENDOWMENT, WITH EARNINGS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR PROVIDE FOR THE DIRECT CARE OF EXISTING COLLECTIONS. IN ACCORDANCE WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF OBJECTS IN THE COLLECTIONS IS EXCLUDED FROM THE FINANCIAL STATEMENTS; COLLECTIONS ARE REFLECTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AT A NOMINAL VALUE OF $1. SUCH COLLECTIONS HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN UNRESTRICTED NET ASSETS. THERE WERE NO SALES OF COLLECTION ITEMS IN 2024. PART III, LINE 4: THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL, CULTURAL, OR SCIENTIFIC SIGNIFICANCE. MUCH OF THE COLLECTION IS FEATURED IN THE MUSEUM'S GENERAL COLLECTION WHICH IS OPEN FOR PUBLIC EXHIBITION. THE COLLECTION IS ALSO USED FOR ADVANCED SCIENTIFIC STUDY AND SCHOLARLY RESEARCH. THROUGH EXHIBITION AND STUDY, THE MUSEUM ACTS AS AN INDEPENDENT CENTER OF LEARNING FOCUSED ON THE WORLD'S PHYSICAL ENVIRONMENTS AND CULTURES IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE. PART V, LINE 4: THE ASSETS OF THE ENDOWMENT FUNDS SHALL BE INVESTED TO OBTAIN THE GREATEST "TOTAL RETURN" COMMENSURATE WITH THE RISKS DEEMED APPROPRIATE PURSUANT TO THE PROVISIONS OF THE INVESTMENT POLICY. THE PRIMARY OBJECTIVES OF THE MANAGEMENT OF THE ENDOWMENT FUNDS ARE TO 1) ACHIEVE LONG-TERM GROWTH THROUGH CAPITAL APPRECIATION AS WELL AS INCOME AND 2) PRESERVE THE PURCHASING POWER OF THE ASSETS OF THE ENDOWMENT FUND BY OBTAINING A "REAL RETURN" EQUAL TO OR IN EXCESS OF NORMAL ANNUAL SPENDING-ENDOWMENT WITHDRAWALS TO SUPPORT THE MUSEUM. PART X, LINE 2: THE MUSEUM IS EXEMPT FROM INCOME TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A COMPARABLE STATE OF ILLINOIS STATUTE. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM HAS A POLICY TO RECORD INTEREST AND PENALTIES (IF ANY) RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE MUSEUM HAS DETERMINED THAT ITS TAX POSITIONS SATISFY THE MORE LIKELY THAN NOT CRITERION. FOR THE YEAR ENDED DECEMBER 31, 2024, NO INTEREST AND PENALTIES WERE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 499,982. IN-KIND DONATIONS 65,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 499,982. IN-KIND DONATIONS 65,100. 1 SOUTH AMERICA 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 658901 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 16461 EUROPE (ICELAND & GREENLAND) 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 328321 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 69944 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 14894 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 101 EUROPE (ICELAND & GREENLAND) 0 0 FUNDRAISING 4842 NORTH AMERICA 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 38347 SOUTH ASIA 0 0 PROGRAM SERVICE SCIENCE & EDUCATION 1238 EUROPE (ICELAND & GREENLAND) 0 0 PROGRAM SERVICE PUBLIC PROGRAM 69632 NORTH AMERICA 0 0 PROGRAM SERVICE PUBLIC PROGRAM 65747 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE PUBLIC PROGRAM 781 SOUTH AMERICA 0 0 GRANT MAKING STIPEND FOR RESEARCH 67990 EUROPE 0 0 GRANT MAKING STIPEND FOR RESEARCH 19610 SUB SAHARAN AFRICA 0 0 GRANT MAKING STIPEND FOR RESEARCH 64171 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT MAKING STIPEND FOR RESEARCH 12000 NORTH AMERICA 0 0 GRANT MAKING STIPEND FOR RESEARCH 19100 CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 75323103 0 0 0 0 0 0 1131811 75643372 76775183 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO STIPEND FOR RESEARCH 51660 WIRE 0 SOUTH AMERICA STIPEND FOR RESEARCH 25000 WIRE 0 2 0 STIPEND FOR RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) 1 12500 WIRE STIPEND FOR RESEARCH MIDDLE EAST & NORTH AFRICA 1 12000 WIRE STIPEND FOR RESEARCH NORTH AMERICA 1 19100 CHECK STIPEND FOR RESEARCH SOUTH AMERICA 2 13085 WIRE STIPEND FOR RESEARCH SOUTH AMERICA 1 6055 CHECK STIPEND FOR RESEARCH SUBSAHARAN AFRICA 1 7891 WIRE 1 0 1 1 1 0 PART I, LINE 2: STAFF MAKE VISITS TO MONITOR WORK BEING DONE OUTSIDE THE UNITED STATES AND REPORT ON THE STATUS OF THE GRANTS. X X X X X X X 1 PATRICIA HURLEY 205 W WACKER DRIVE STE 1400 CHICAGO IL 60606 EVENT CONSULTANT 0 1956403 70000 1886403 WILLARD EARL WHITE 2323 N CENTRAL AVE UNIT 603 PHOENIX AZ 85004 FUNDRAISING CONSULTANT 0 50000 15000 35000 DONALD A CAMPBELL & COMPANY INC 190 S LASALLE STREET STE 2875 CHICAGO IL 60603 FUNDRAISING CONSULTANT 0 0 210248 -210248 2006403 295248 1711155 AK AL AR CA CO CT FL GA IL IN KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OK OR PA RI SC SD TN UT VA WA WV WI WOMEN'S BOARD GALA 1956403 1862622 93781 350871 WOMEN'S BOARD LUNCHEON 410500 389400 21100 138611 1 117685 91061 26624 10500 2484588 2343083 141505 499982 499982 -358477 1 THE UNIVERSITY OF CHICAGO 5835 KIMBARK AVE CHICAGO IL 60637 362177139 GOV'T 72387 0 STIPEND FOR SCIENCE AND EDUCATION FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33431 650385587 GOV'T 12721 0 STIPEND FOR SCIENCE AND EDUCATION MILWAUKEE PUBLIC MUSEUM 800 WELLS ST MILWAUKEE WI 53233 391723105 GOV'T 33274 0 STIPEND FOR SCIENCE AND EDUCATION REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOV'T 42637 0 STIPEND FOR SCIENCE AND EDUCATION 4 0 STIPENDS FOR SCIENCE AND EDUCATION 42 148712 PART I, LINE 2: A DEPARTMENT ADMINISTRATOR REVIEWS ALL OF THE REQUESTS FOR PAYMENTS AND SIGNS OFF ON THE REQUEST BEFORE PAYMENT IS ISSUED. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 1 1 JULIAN F SIGGERS PRESIDENT + CEO 828238 0 0 0 12000 0 16992 0 17186 0 874416 0 0 0 ISAAC KWON EXECUTIVE VICE PRESIDENT & COO 377394 0 0 0 0 0 4303 0 25512 0 407209 0 0 0 CHARLES KATZENMEYER VP, INSTITUTIONAL ADVANCEMENT 329160 0 0 0 0 0 19744 0 7681 0 356585 0 0 0 LE MONTE G BOOKER SR CHIEF FINANCE OFFICER - PART YEAR 282727 0 0 0 0 0 16484 0 21941 0 321152 0 0 0 PHILLIP HECK CURATOR & DIRECTOR, INTG. RESEARCH C 207088 0 0 0 41524 0 15004 0 25512 0 289128 0 0 0 THORSTEN LUMBSCH VP, SCIENCE & EDUCATION 253417 0 0 0 0 0 17874 0 17185 0 288476 0 0 0 COLETTE HANDS VP, PEOPLE & CULTURE 227742 0 0 0 0 0 577 0 7680 0 235999 0 0 0 JAAP HOOGSTRATEN HEAD OF EXHIBITIONS 190633 0 0 0 0 0 13227 0 17185 0 221045 0 0 0 STEVEN STROHMEIER SR. DIRECTOR, INSTITUTIONAL GIVING 190683 0 0 0 0 0 11722 0 15315 0 217720 0 0 0 GARY FEINMAN CURATOR 183904 0 0 0 0 0 13092 0 17176 0 214172 0 0 0 PART I, LINE 1A THE PRESIDENT RECEIVED SOCIAL CLUB DUES. THE PURPOSE OF THE SOCIAL CLUB DUES ARE FOR BUSINESS USES RELATED TO ENTERTAINING GUESTS, FUNDRAISING, AND NETWORKING. THE PRESIDENT'S SPOUSE ALSO RECEIVED TRAVEL BENEFITS RELATED TO HER DUTIES AS A VOLUNTEER OF THE MUSEUM. PART I, LINE 8 THE PRESIDENT AND CEO WAS HIRED IN SEPTEMBER 2020 AND IS PAID PURSUANT TO A WRITTEN EMPLOYMENT CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THE PROCESS USED TO HIRE THE PRESIDENT AND CEO AND THE APPLICABLE EMPLOYMENT CONTRACT FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURE. A ILLINOIS FINANCE AUTHORITY 861091967 45204E2LI 2019-06-12 87160000 CURRENT REFUNDING 0 0 0 A 7000000 87160000 960000 86200000 1 0 1 1 A 1 1 0 0 0 1 A 1 PART I (A)(F) CURRENT REFUNDING OF PRIOR ISSUE ISSUED ON 7/30/2015, WHICH WAS A REFUNDING OF PRIOR ISSUES ISSUED ON 12/03/1985; 11/08/1990; 4/15/1998; 3/22/2000 PART II, LINE 11 PROCEEDS USED BY 7/1/2020 TO CURRENTLY REFUND PRIOR ISSUE BONDS FROM 7/30/2015, WHICH WERE A REFUNDING OF PRIOR ISSUE BONDS FROM 12/03/1985, 11/08/1990, 4/15/1998, AND 3/22/2000. X 66 965885 FAIR MARKET VALUE X 15 0 X 11 0 X CT SCANNER 1 2341255 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE STOCK GIFTS GO INTO THE MUSEUM'S ACCOUNT AT NORTHERN TRUST, AND THEN NORTHERN TRUST SELLS THE STOCK ON BEHALF OF THE MUSEUM THE DAY AFTER THE RECEIPT. NORTHERN TRUST DEPOSITS PROCEEDS FROM THE SALE OF SECURITIES INTO THE MUSEUM'S ACCOUNT. PART I, LINE 33: THE MUSEUM DOES NOT REPORT CONTRIBUTIONS OF COLLECTION ITEMS AS REVENUE AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER SFAS 116. FORM 990, PART VI, SECTION A, LINE 2 BOARD OF TRUSTEES MEMBERS JAMEE C. FIELD KANE, MARSHALL FIELD V, AND CARYN HARRIS HAVE A FAMILY RELATIONSHIP. BOARD OF TRUSTEES MEMBER CONSTANCE T. KELLER HAS A FAMILY RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER JEFFREY B. KELLER. BOARD OF TRUSTEES MEMBERS BOBBY MEHTA, MICHAEL O'GRADY, AND WILLIAM KUNKLER III HAVE A BUSINESS RELATIONSHIP. BOARD OF TRUSTEES MEMBERS THOMAS S. SOULELES, BOBBY MEHTA, AND JAI SHEKHAWAT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990. A DRAFT OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE. A FULL COPY OF THE 990 IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM'S OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A CONDITION OF THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE GENERAL COUNSEL AND SECRETARY OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE APPROVAL OF COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE CHAIR OF THE BOARD AND EXECUTIVE COMMITTEE ESTABLISHED A COMPENSATION SUB-COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF SIX TRUSTEES. THE COMPENSATION COMMITTEE REVIEWS THE CEO'S COMPENSATION AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. EXECUTIVE COMMITTEE DECISIONS REGARDING THE CEO'S COMPENSATION ARE HELD IN EXECUTIVE SESSION. THE COMPENSATION ARRANGEMENTS FOR THE CEO ARE DOCUMENTED VIA AN EMPLOYMENT CONTRACT (APPROVED BY THE EXECUTIVE COMMITTEE). THE VICE PRESIDENT OF PEOPLE & CULTURE CONDUCTS A SALARY BENCHMARK ANALYSIS FOR OFFICERS AND KEY EMPLOYEES WITH OUTSIDE CONSULTANTS AND EXTERNAL SURVEYS ON A BIENNIAL BASIS; THIS INFORMATION IS SHARED WITH THE COMPENSATION COMMITTEE AND CEO FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL PLACE OF BUSINESS UPON REQUEST. THE MUSEUM'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR THROUGH REQUEST AT THE MUSEUM'S PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION (AND AT MANAGEMENT'S DISCRETION). FORM 990, PART IX, LINE 11G SCIENTIFIC RESEARCH, CONSERVATION, AND EXHIBITION DESIGN FEES: PROGRAM SERVICE EXPENSES 9,693,356. MANAGEMENT AND GENERAL EXPENSES 385,782. FUNDRAISING EXPENSES 890,326. TOTAL EXPENSES 10,969,464.