2018-05-14T12:41:44-05:00 2017-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2016-07-01 951644589 HENRY E HUNTINGTON LIBRARY AND ART GALLERY HENR 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 COREEN A RODGERS VP & CFO 6264052150 2018-05-08 1 NAZANIN BENYAMINI P00666808 3104773924 2018-05-08 2016 2022-09-23 18:48:47Z TROMBLEY LAURA SKANDERA 1151 OXFORD ROAD SAN MARINO CA 911081218 201591892 0 X WWW.HUNTINGTON.ORG X 1919 CA SEE SCHEDULE O 5 5 604 1421 -1498342 -1563286 43392805 42588022 8071610 8719859 20867291 27791122 1727005 1571231 74058711 80670234 2113501 1776102 0 0 29089604 30863373 0 0 4027840 33169905 42884284 64373010 75523759 9685701 5146475 641970211 685682297 13794214 16544487 628175997 669137810 X SEE SCHEDULE O 0 0 22018258 1776102 650198 SEE SCHEDULE O 16689240 SEE SCHEDULE O 12396916 4464 SEE SCHEDULE O 8334459 9777200 THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC.EACH YEAR, THE HUNTINGTON:* PROVIDES MORE THAN 1,700 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, DECORATIVE ARTS;* AWARDS APPROXIMATELY $1.95 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH;* EDUCATES THOUSANDS OF SCHOOLCHILDREN AND THEIR TEACHERS IN ART, HISTORY, LITERATURE, AND BOTANICAL SCIENCE THROUGH SPECIAL TOURS AND PROGRAMS;* ORGANIZES SPECIAL EXHIBITIONS TO ENHANCE THE VISITOR EXPERIENCE, INTERPRET THE COLLECTIONS, AND FACILITATE LEARNING; AND* HOSTS MORE THAN 750,000 VISITORS.THE HUNTINGTON HAS A MEMBERSHIP TOTALING MORE THAN 40,000, A VOLUNTEER CORPS OF MORE THAN 1,500, AND A FULL- AND PART-TIME STAFF OVER 600. IT IS AN INDEPENDENT NON-PROFIT ORGANIZATION, SUPPORTED BY GIFTS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES AND BY A PRIVATE ENDOWMENT. 8334459 9777200 59438873 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 382 0 1 604 1 1 1 0 0 0 0 1 1 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X COREEN A RODGERS 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 ANDREW BARTH TRUSTEE 10.00 X 0 0 0 LOREN R ROTHSCHILD TRUSTEE 10.00 X 0 0 0 STEWART R SMITH TRUSTEE 10.00 X 0 0 0 GENEVA H THORNTON TRUSTEE 10.00 X 0 0 0 ANNE F ROTHENBERG CHAIR 10.00 X X 0 0 0 CATHERINE ALLGOR DIRECTOR OF EDUCATION 40.00 X 138406 0 39309 LARRY BURIK VP OF FACILITIES (FROM 9/2016) 40.00 X 60092 0 8894 JAMES FOLSOM DIRECTOR OF THE BOTANICAL GARDENS 40.00 X 196166 0 80102 STEVE HINDLE DIRECTOR OF RESEARCH 40.00 X 268714 0 42640 MITCHELL MORRIS CIO 40.00 X 158440 0 26231 COREEN A RODGERS VP & CFO 40.00 X 332422 0 18442 KEVIN SALATINO DIR OF ART COLLECTIONS (UNTIL 5/2017) 40.00 X 248655 0 28801 RANDY SHULMAN VP FOR ADVANCEMENT 40.00 X 252550 0 33012 LAURA SKANDERA TROMBLEY PRESIDENT (UNTIL 03/2017) 40.00 X 738207 0 124514 SUSAN TURNER-LOWE VP FOR COMMUNICATIONS & MARKETING 40.00 X 162748 0 29694 DAVID ZEIDBERG DIRECTOR OF THE LIBRARY 40.00 X 242763 0 33289 ROBERT CARTER DIRECTOR OF HUMAN RESOURCES 38.00 X 167132 0 17078 RONALD GALLES ASST VP & CONTROLLER 38.00 X 217416 0 55106 PATRICIA HANNA DIRECTOR OF BUDGET 38.00 X 176063 0 18082 STEVEN KOBLIK HUNTINGTON CONSULTANT/ SCHOLAR 38.00 X 389995 0 49023 HALLY PRATER ASST VP FOR ADVANCEMENT 38.00 X 125967 0 14753 3875736 0 618970 15 0 1 0 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 CONSULTING 937500 NAVIGATOR MANAGEMENT PARTNERS LLC DEPT 781830 PO BOX 78000 DETROIT MI 48278 IT CONSULTING 361461 FORREST WAYNE HOPKINS 29935 MAYPATH RD LITTEROCK CA 93543 LANDSCAPE MAINTENANCE 252211 TERENCE JOSEPH EAGAN 446 GROVE STREET SIERRA MADRE CA 91024 RESTORATION 110300 BEST BEST & KRIEGER 3390 UNIVERSITY AVE5TH FLOOR RIVERSIDE CA 92501 LEGAL 102601 5 615922 306067 41666033 9128310 42588022 ADMISSION 900099 6367755 6367755 FOOD SERVICES 900099 830803 830803 RENTAL INCOME 900099 574906 574906 PROGRAMS 900099 509024 509024 FEES INCLUDING TOURS 900099 235460 235460 201911 66332 135579 8719859 6949300 -1664585 8613885 1386 1386 139571681 13351 118743210 0 20828471 13351 20841822 20841822 68550 615922 376950 -308400 -308400 3679743 1801498 1878245 1712002 166243 80670234 9465479 -1498342 30115075 1322469 1322469 453633 453633 3552735 2221479 1016186 315070 132529 132529 19333206 15379524 2401728 1551954 1755207 1313141 292963 149103 4466560 3341612 745518 379430 1623136 1214333 270919 137884 452240 46635 397681 7924 335227 335227 3693562 3693562 1292880 675003 609567 8310 99186 94726 4117 343 3292696 2341114 535717 415865 117774 73299 7553 36922 839 839 1901541 1766346 101422 33773 725245 562039 71977 91229 415085 218757 152809 43519 14104461 13657467 335371 111623 1010534 92594 917915 25 ACQUISITIONS & COLLECTI 10334394 10334394 EXHIBITS, PROGRAMS & EV 2663399 1922019 93449 647931 MAINTENANCE & REPAIRS 1988016 1898496 69401 20119 PRINTING & PUBLICATIONS 457205 376425 3964 76816 75523759 59438873 12057046 4027840 7163523 133540 31275906 48464668 14336857 15973725 348463 667422 1065981 855181 1034571 806231 269622328 118298483 162745247 151323845 396947606 438850112 27052057 28607573 641970211 685682297 4627689 5999994 1000000 8166525 10544493 13794214 16544487 X 336684641 341926889 156983403 188984044 134507953 138226877 628175997 669137810 641970211 685682297 5146475 35815338 0 X 0 1 X 1 0 X 68967085 42833535 34790189 43392805 42588022 232571636 68967085 42833535 34790189 43392805 42588022 232571636 38354807 194216829 11590963 6453409 6812690 8563526 8615271 42035859 500000 500000 275107495 50654531 0.70600 0.68650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2012 AMOUNT: $ 500,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9128310 X X X X 1 434895839 2527110 66674868 21758375 3435483 478903959 461373637 2151920 -8162224 17687416 2780078 434895839 480551495 8247833 4147420 27403039 4170072 461373637 433843648 7594689 62096667 20277128 2706381 480551495 400510301 1921353 51312656 17926025 1974637 433843648 0.38000 0.29000 0.33000 0 0 2082008 2082008 188532526 70515330 118017196 54558082 30938031 23620051 22969653 16845122 6124531 1480059 1480059 151323845 ASSET RETIREMENT OBLIGATION 437292 OBLIGATIONS UNDER UNITRUST 10107201 10544493 X 108528739 35815338 2178448 37993786 70534953 3693562 6441719 10135281 80670234 67566926 2178448 2178448 65388478 3693562 6441719 10135281 75523759 PART III, LINE 1A: BASED ON THE HUNTINGTON ELECTION UNDER FASB 116, THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HUNTINGTON'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. HOWEVER, THE HUNTINGTON, FOR PURPOSES OF THE INFORMATION RETURN (990 AND RELATED) REPORTED THE COLLECTIONS ACQUIRED THROUGH CONTRIBUTIONS AS INCOME REVENUES, AND OFFSET BY EXPENSES. THE AMOUNT IS SHOWN AS A RECONCILING ITEM BETWEEN THE GAAP FINANCIALS AND THE INFORMATION RETURN FINANCIALS. COLLECTIONS ITEMS ARE EXPENSED WHEN PURCHASED. CONTRIBUTED COLLECTIONS ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE ESTIMATED FAIR VALUE OF CONTRIBUTED COLLECTIONS ITEMS AMOUNTED TO $6,400,000 AND $1,260,000 FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, RESPECTIVELY. THE HUNTINGTON CONTINUALLY REVIEWS ITS COLLECTIONS AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS UNRESTRICTED, EXCEPT WHEN DONOR RESTRICTIONS APPLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DEACCESSIONING TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. DURING FISCAL YEAR 2017 AND 2016 CERTAIN ITEMS OF ART WERE DEACCESSIONED AT AUCTION. THEY HAD A VALUE OF APPROXIMATELY $13,000 AND $287,000, RESPECTIVELY. THE PROCEEDS ARE RESTRICTED FOR FUTURE ACQUISITIONS OF ART. PART III, LINE 4: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC. THE LIBRARY'S COLLECTION CONSISTS OF RARE BOOKS AND MANUSCRIPTS IN THE FIELDS OF BRITISH AND AMERICAN HISTORY AND LITERATURE. IT ALSO INCLUDES COLLECTION OF MATERIALS THAT SPAN THE FULL RANGE OF AMERICAN WESTERN SETTLEMENT, INCLUDING THE OVERLAND PIONEER EXPERIENCE, THE GOLD RUSH, AND THE DEVELOPMENT OF SOUTHERN CALIFORNIA. THE HUNTINGTON ART COLLECTIONS FOCUS ON TWO DISTINCT AREAS-EUROPEAN ART FROM THE 15TH TO THE EARLY 20TH CENTURY, AND AMERICAN ART FROM THE LATE 17TH TO THE MID-20TH CENTURY. THE BOTANICAL GARDENS COVER 120 ACRES, MORE THAN A DOZEN SPECIALIZED GARDENS ARE ARRANGED WITHIN A PARK-LIKE LANDSCAPE OF ROLLING LAWNS. EACH YEAR, THE HUNTINGTON: 1) PROVIDES 1,700 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, AND DECORATIVE ARTS; 2) AWARDS $1.95 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH; 3) EDUCATES THOUSANDS OF SCHOOLCHILDREN AND THEIR TEACHERS IN ART, HISTORY, LITERATURE, AND BOTANICAL SCIENCE THROUGH SPECIAL TOURS AND PROGRAMS; 4) ORGANIZES SPECIAL EXHIBITIONS TO ENHANCE THE VISITOR EXPERIENCE, INTERPRET THE COLLECTIONS, AND FACILITATE LEARNING; AND 5) HOSTS MORE THAN 750,000 VISITORS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FUNDS KEPT IN PERPETUITY, THE SPENDING RATE FROM THE FUNDS,IF NOT RESTRICTED BY THE DONOR, ARE USED TO SUPPORT THE OPERATIONS OF THE HUNTINGTON.RESTRICTED ENDOWMENT FUNDS TYPICALLY SUPPORT THE SPECIFIC PROGRAMS, OR ACQUISITIONS. PART X, LINE 2: THE HUNTINGTON OPERATES AS A NOT-FOR-PROFIT ORGANIZATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM INCOME TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME AND HAS ALSO BEEN RECOGNIZED BY THE FRANCHISE TAX BOARD AS EXEMPT FROM STATE FRANCHISE OR INCOME TAX PURSUANT TO CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D) ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. AS REQUIRED BY GAAP, THE HUNTINGTON HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAIN OPEN AND HAS DETERMINED THAT THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE OPEN TAX YEARS ARE THE YEARS ENDED JUNE 30, 2013 THROUGH JUNE 30, 2016 FOR FEDERAL TAX PURPOSES AND THE YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2016 FOR CALIFORNIA TAX PURPOSES. THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS AS OF JUNE 30, 2016 OR JUNE 30, 2017, NOR ARE ANY MATERIAL CHANGES ANTICIPATED IN THE TWELVE MONTHS FOLLOWING JUNE 30, 2017. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,801,498. FUNDRAISING EVENT EXPENSES 376,950. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 6,441,719. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,801,498. FUNDRAISING EVENT EXPENSES 376,950. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 6,441,719. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 80204975 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2964572 0 0 0 0 0 0 83169547 0 83169547 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION MIDDLE EAST AND NORTH AFRICA 1 3000 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION EAST ASIA AND THE PACIFIC 3 15000 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION EUROPE (INCLUDING ICELAND & GREENLAND) 40 332633 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION NORTH AMERICA 3 103000 CHECK NONE NONE 1 0 1 1 1 0 HUNTINGTON BALL 684472 615922 68550 99494 27200 250256 684472 615922 68550 99494 27200 250256 376950 -308400 1 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION 133 1322469 PART I, LINE 2: THE HUNTINGTON ASSEMBLES EXTERNAL PEER REVIEW COMMITTEES, GENERALLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS FELLOWSHIPS. ALL OF THE COMMITTEES' PANELISTS MUST HAVE A DISTINGUISHED HISTORY OF SCHOLARLY ACHIEVEMENT AND CONTRIBUTIONS TO THEIR FIELD. THE COMMITTEE THAT SELECTS THE DIBNER HISTORY OF SCIENCE FELLOWS CONSISTS OF FIVE HISTORIANS IN THE FIELDS OF SCIENCE, TECHNOLOGY, AND MEDICINE. EACH OF THE OTHER THREE COMMITTEES HAS REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE LOOK FOR CANDIDATES WHO HAVE A BROAD OVERVIEW OF THEIR FIELD AND WHO ARE NOT COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE APPLICATIONS ARE ASSESSED, DISCUSSED BY THE APPROPRIATE COMMITTEE, AND A FINAL LIST IS ASSEMBLED BASED ON THE SCORES AND DISCUSSIONS. AT THE END OF THE AWARD PERIOD THE FELLOW IS REQUESTED TO PROVIDE A WRITTEN STATEMENT OF PROGRESS ON THEIR RESEARCH MADE DURING THE AWARD PERIOD TO THE HUNTINGTON'S DIRECTOR OF RESEARCH. THEY ARE ALSO REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLISHED RESULTS; A COPY OF THE BOOK IS REQUESTED BUT NOT REQUIRED. X X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CATHERINE ALLGOR DIRECTOR OF EDUCATION 138406 0 0 0 0 0 14709 0 24600 0 177715 0 0 0 JAMES FOLSOM DIRECTOR OF THE BOTANICAL GARDENS 196166 0 0 0 0 0 19404 0 60698 0 276268 0 0 0 STEVE HINDLE DIRECTOR OF RESEARCH 268714 0 0 0 0 0 22692 0 19948 0 311354 0 0 0 MITCHELL MORRIS CIO 158440 0 0 0 0 0 15517 0 10714 0 184671 0 0 0 COREEN A RODGERS VP & CFO 332422 0 0 0 0 0 17074 0 1368 0 350864 0 0 0 KEVIN SALATINO DIR OF ART COLLECTIONS (UNTIL 5/2017 248655 0 0 0 0 0 18801 0 10000 0 277456 0 0 0 RANDY SHULMAN VP FOR ADVANCEMENT 252550 0 0 0 0 0 25318 0 7694 0 285562 0 0 0 LAURA SKANDERA TROMBLEY PRESIDENT (UNTIL 03/2017) 618207 0 120000 0 0 0 35000 0 89514 0 862721 0 0 0 SUSAN TURNER-LOWE VP FOR COMMUNICATIONS & MARKETING 162748 0 0 0 0 0 16651 0 13043 0 192442 0 0 0 DAVID ZEIDBERG DIRECTOR OF THE LIBRARY 242763 0 0 0 0 0 19169 0 14120 0 276052 0 0 0 ROBERT CARTER DIRECTOR OF HUMAN RESOURCES 167132 0 0 0 0 0 16263 0 815 0 184210 0 0 0 RONALD GALLES ASST VP & CONTROLLER 217416 0 0 0 0 0 20606 0 34500 0 272522 0 0 0 PATRICIA HANNA DIRECTOR OF BUDGET 176063 0 0 0 0 0 17234 0 848 0 194145 0 0 0 STEVEN KOBLIK HUNTINGTON CONSULTANT/ SCHOLAR 389995 0 0 0 0 0 35000 0 14023 0 439018 0 0 0 PART I, LINE 1A PER THE EMPLOYMENT CONTRACT FOR THE PRESIDENT, AND EMPLOYMENT LETTER FOR THE DIRECTOR OF THE BOTANICAL GARDENS, RESIDENCE ON-CAMPUS IS A CONDITION OF THEIR EMPLOYMENT AND HOUSING IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. GROSS-UP PAYMENTS HAVE BEEN MADE FOR THE DIRECTOR OF THE LIBRARY, AND DIRECTOR OF THE ART COLLECTIONS FOR THEIR OFF-CAMPUS HOUSING AS PER THEIR EMPLOYMENT LETTER. THE PRESIDENT'S PERSONAL-USE PORTION OF THE ON- CAMPUS RESIDENCE HAS BEEN INCLUDED IN COLUMN D OF PART II OF SCHEDULE J AS PART OF NONTAXABLE FRINGE BENEFITS. IN CONNECTION WITH THE PRESIDENT'S SERVICES TO THE HUNTINGTON, THE PRESIDENT'S PARTNER MAY, ON OCCASION, TRAVEL FOR BUSINESS PURPOSES WITH HER IN CONNECTION WITH FUNDRAISING AND DONOR CULTIVATION EVENTS ON BEHALF OF THE HUNTINGTON. THIS TRAVEL IS PREAPPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE PRESIDENT ALSO RECEIVED A VESTED PORTION OF HER SIGN-ON BONUS THAT HAS BEEN REPORTED IN COLUMN B (II). ON JUNE 30, 2015, DR. STEVEN KOBLIK STEPPED DOWN AS PRESIDENT OF THE HUNTINGTON AFTER HAVING SUCCESSFULLY LED THE ORGANIZATION FOR ALMOST FOURTEEN YEARS. PER HIS TERMINATION AGREEMENT, DR. KOBLIK WAS TO RECEIVE A ONE-YEAR SABBATICAL AT HIS PRESIDENTIAL SALARY, FOLLOWED BY COMPENSATION FOR TWO ADDITIONAL YEARS (PLUS CERTAIN AGREED-UPON BENEFITS) AS A CONSULTANT AND AS A HUNTINGTON SCHOLAR-AT-LARGE. AS ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES, DR. KOBLIK'S COMPENSATION ON PART VII/SCHEDULE J IS BEING REPORTED FOR CALENDAR YEAR 2016, AND, THEREFORE, CONSISTS OF PORTION OF THE SABBATICAL PERIOD PAY AS WELL AS A PORTION OF THE FIRST YEAR WHEN HE SERVED AS SCHOLAR-AT-LARGE. LOUISE HINDLE DIRECTOR'S SPOUSE 59060 EMPLOYEE 0 MONA SHULMAN VP'S SPOUSE 73469 EMPLOYEE 0 PART IV, LINE 1 LOUISE HINDLE IS STEVE HINDLE'S SPOUSE, DIRECTOR OF RESEARCH AND MONA SHULMAN IS RANDY SHULMAN'S SPOUSE, VICE PRESIDENT FOR ADVANCEMENT. X 18 3203288 APPRAISAL X 73 2686591 FMV X RARE BOOKS 4 1885118 APPRAISAL X MANUSCRIPTS 9 966425 APPRAISAL X PHOTOGRAPHS 3 328519 APPRAISAL X GENERAL BOOKS 184 38270 ESTIMATE X LODGING & MEALS 1 12753 ESTIMATE FMV X LANDSCAPE 1 4550 APPRAISAL X FORD TRACTOR 1 2700 APPRAISAL X PLANTS & POTS 63 63 ESTIMATE X BEVERAGE & FOOD 33 33 ESTIMATE 22 0 1 1 PART I, LINE 32B: THE HUNTINGTON USES A BROKER TO SELL STOCK GIFTS. FORM 990, PART I, LINE I, DESCRIPTION OF ORGANIZATION MISSION: BUILDING ON HENRY E. HUNTINGTON'S LEGACY OF RENOWNED COLLECTIONS AND BOTANICAL GARDENS THAT ENRICH THE VISITOR, THE HUNTINGTON TODAY ENCOURAGES RESEARCH AND PROMOTES EDUCATION IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES THROUGH THE GROWTH AND PRESERVATION OF ITS COLLECTIONS, THROUGH THE DEVELOPMENT AND SUPPORT OF A COMMUNITY OF SCHOLARS, AND THROUGH THE DISPLAY AND INTERPRETATION OF ITS EXTRAORDINARY RESOURCES TO THE PUBLIC. THE COLLECTIONS THE HUNTINGTON HAS ASSEMBLED PRIMARY MATERIALS, ART OBJECTS, AND LIVING COLLECTIONS WHICH REFLECT THE DEVELOPMENT OF WESTERN CULTURE, FROM THE NINTH CENTURY TO THE PRESENT. THESE COLLECTIONS EMBODY THE DIVERSE AND INTERWOVEN CONTRIBUTIONS OF MANY CULTURES, PEOPLES, AND NATIONS. THE HUNTINGTON'S HOLDINGS OF RARE BOOKS, MANUSCRIPTS, ART OBJECTS, AND BOTANICAL SPECIMENS SPEAK TO OUR CONTEMPORARY AUDIENCES BECAUSE THEY REVEAL THE COMPLEXITY OF THE HUMAN EXPERIENCE. STEWARDSHIP WITH ITS OUTSTANDING COLLECTIONS IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES, THE HUNTINGTON HAS THE RESPONSIBILITY TO PRESERVE AND PROTECT FOR POSTERITY MR. HUNTINGTON'S LEGACY AND TO INSURE ITS GROWTH AND FINANCIAL HEALTH. STEWARDSHIP EXTENDS AS WELL TO THE BUILDINGS, GROUNDS, AND INFRASTRUCTURE OF THE INSTITUTION, NOT ONLY BECAUSE THEY PROTECT THE COLLECTIONS AND FACILITATE THEIR USE, BUT BECAUSE MR. HUNTINGTON'S ESTATE IS AN IMPORTANT HISTORICAL DOCUMENT OF GREAT SIGNIFICANCE TO THE PUBLIC AND TO THE UNDERSTANDING OF THE HISTORY OF SOUTHERN CALIFORNIA. THE HUNTINGTON'S COMMUNITIES THE HUNTINGTON IS A HUB FOR COMMUNITIES WHOSE BOUNDARIES EXTEND FROM LOCAL TO THE INTERNATIONAL. AS A LOCAL INSTITUTION, IT SERVES SCHOOLCHILDREN, FAMILIES, AND SCHOLARS WITH A BROAD ARRAY OF PROGRAMS CENTERED IN THE COLLECTIONS. TO THE NATIONAL AND INTERNATIONAL COMMUNITIES, THE HUNTINGTON SERVES AS A HAVEN FOR INDEPENDENT SCHOLARSHIP AND AS A REPOSITORY FOR A BROAD FUND OF KNOWLEDGE REPRESENTED IN THE COLLECTIONS. ONE OF THE HUNTINGTON'S GREAT STRENGTHS, HOWEVER, IS THE RECIPROCAL NATURE OF ITS RELATIONSHIP WITH ITS COMMUNITIES. VOLUNTEERS PROVIDE LEADERSHIP, STEWARDSHIP, AND RESOURCES. SCHOLARS BRING THEIR OWN INTELLECTUAL DEPTH AND DIVERSE INTERPRETATIONS TO THE COLLECTIONS. STAFF SUPPLY EXPERTISE AND ENERGY. AND VISITORS BRING CURIOSITY, EXPECTATIONS, AND EXPERIENCES WHICH CHALLENGE THE HUNTINGTON TO THE GREATER FULFILLMENT OF ITS MISSION. FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION MISSION: BUILDING ON HENRY E. HUNTINGTON'S LEGACY OF RENOWNED COLLECTIONS AND BOTANICAL GARDENS THAT ENRICH THE VISITOR, THE HUNTINGTON TODAY ENCOURAGES RESEARCH AND PROMOTES EDUCATION IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES THROUGH THE GROWTH AND PRESERVATION OF ITS COLLECTIONS, THROUGH THE DEVELOPMENT AND SUPPORT OF A COMMUNITY OF SCHOLARS, AND THROUGH THE DISPLAY AND INTERPRETATION OF ITS EXTRAORDINARY RESOURCES TO THE PUBLIC. THE COLLECTIONS THE HUNTINGTON HAS ASSEMBLED PRIMARY MATERIALS, ART OBJECTS, AND LIVING COLLECTIONS WHICH REFLECT THE DEVELOPMENT OF WESTERN CULTURE, FROM THE NINTH CENTURY TO THE PRESENT. THESE COLLECTIONS EMBODY THE DIVERSE AND INTERWOVEN CONTRIBUTIONS OF MANY CULTURES, PEOPLES, AND NATIONS. THE HUNTINGTON'S HOLDINGS OF RARE BOOKS, MANUSCRIPTS, ART OBJECTS, AND BOTANICAL SPECIMENS SPEAK TO OUR CONTEMPORARY AUDIENCES BECAUSE THEY REVEAL THE COMPLEXITY OF THE HUMAN EXPERIENCE. STEWARDSHIP WITH ITS OUTSTANDING COLLECTIONS IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES, THE HUNTINGTON HAS THE RESPONSIBILITY TO PRESERVE AND PROTECT FOR POSTERITY MR. HUNTINGTON'S LEGACY AND TO INSURE ITS GROWTH AND FINANCIAL HEALTH. STEWARDSHIP EXTENDS AS WELL TO THE BUILDINGS, GROUNDS, AND INFRASTRUCTURE OF THE INSTITUTION, NOT ONLY BECAUSE THEY PROTECT THE COLLECTIONS AND FACILITATE THEIR USE, BUT BECAUSE MR. HUNTINGTON'S ESTATE IS AN IMPORTANT HISTORICAL DOCUMENT OF GREAT SIGNIFICANCE TO THE PUBLIC AND TO THE UNDERSTANDING OF THE HISTORY OF SOUTHERN CALIFORNIA. THE HUNTINGTON'S COMMUNITIES THE HUNTINGTON IS A HUB FOR COMMUNITIES WHOSE BOUNDARIES EXTEND FROM LOCAL TO THE INTERNATIONAL. AS A LOCAL INSTITUTION, IT SERVES SCHOOLCHILDREN, FAMILIES, AND SCHOLARS WITH A BROAD ARRAY OF PROGRAMS CENTERED IN THE COLLECTIONS. TO THE NATIONAL AND INTERNATIONAL COMMUNITIES, THE HUNTINGTON SERVES AS A HAVEN FOR INDEPENDENT SCHOLARSHIP AND AS A REPOSITORY FOR A BROAD FUND OF KNOWLEDGE REPRESENTED IN THE COLLECTIONS. ONE OF THE HUNTINGTON'S GREAT STRENGTHS, HOWEVER, IS THE RECIPROCAL NATURE OF ITS RELATIONSHIP WITH ITS COMMUNITIES. VOLUNTEERS PROVIDE LEADERSHIP, STEWARDSHIP, AND RESOURCES. SCHOLARS BRING THEIR OWN INTELLECTUAL DEPTH AND DIVERSE INTERPRETATIONS TO THE COLLECTIONS. STAFF SUPPLY EXPERTISE AND ENERGY. AND VISITORS BRING CURIOSITY, EXPECTATIONS, AND EXPERIENCES WHICH CHALLENGE THE HUNTINGTON TO THE GREATER FULFILLMENT OF ITS MISSION. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: THE HUNTINGTON LIBRARY IS ONE OF THE WORLD'S GREAT INDEPENDENT RESEARCH LIBRARIES CONCENTRATED IN THE FIELDS OF BRITISH AND AMERICAN HISTORY, LITERATURE, AND ART AND IN THE HISTORY OF SCIENCE STRETCHING IN TIME FROM THE 11TH CENTURY TO THE PRESENT. AMONG THE COLLECTIONS: 7 MILLION MANUSCRIPTS; 420,000 RARE BOOKS; 275,000 REFERENCES BOOKS; 1.3 MILLION PHOTOGRAPHS, PRINTS, AND EPHEMERA. THE LIBRARY MAIN EXHIBITION HALL SHOWCASES SOME OF THE MOST OUTSTANDING RARE BOOKS AND MANUSCRIPTS IN THE COLLECTION. ABOUT 150 RARE OBJECTS ARE GROUPED THEMATICALLY AROUND 12 KEY WORKS, PROMPTING VISITORS TO CONSIDER EACH ITEM IN A WIDER CONTEXT. THE DIBNER HALL OF THE HISTORY OF SCIENCE IS A PERMANENT EXHIBITION ON THE HISTORY OF SCIENCE, FOCUSING ON ASTRONOMY, NATURAL HISTORY, MEDICINE, AND LIGHT. THE WEST HALL OF THE LIBRARY PRESENTS TEMPORARY EXHIBITIONS. THE 90,000-SQUARE-FOOT MUNGER RESEARCH CENTER PROVIDES STORAGE CAPACITY FOR FURTHER COLLECTIONS DEVELOPMENT, WORK SPACE FOR SCHOLARS AND STAFF, AND FACILITIES FOR CONSERVATION, PRESERVATION, EXHIBITION PREPARATION, DIGITAL IMAGING, AND PHOTOGRAPHY. THE LIBRARY IS OPEN TO SCHOLARS, KNOWN AS READERS, 302 DAYS OF THE YEAR, WITH AN AVERAGE OF 76 SCHOLARS VISITS DAILY. EXHIBITS DURING THE YEAR INCLUDED: * OCTAVIA BUTLER * GEOGRAPHIES OF WONDER PART 2 * REAL AMERICAN PLACES FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: ENCOMPASSING APPROXIMATELY 120 ACRES OF THE 207-ACRE GROUNDS, THE BOTANICAL GARDENS CONTAIN MORE THAN A DOZEN PRINCIPAL GARDEN AREAS. HIGHLIGHTS * LIU FANG YUAN, THE GARDEN OF FLOWING FRAGRANCE, REFLECTING THE TRADITIONAL STYLE OF SCHOLAR GARDENS IN SUZHOU, CHINA, AND FEATURING A 1.5-ACRE LAKE, A COMPLEX OF PAVILIONS, A TEAHOUSE AND TEA SHOP, STONE BRIDGES AND WATERFALLS SET AGAINST A WOODED BACKDROP OF MATURE OAKS AND PINES. * THE DESERT GARDEN, ONE OF THE LARGEST OUTDOOR COLLECTIONS OF MATURE CACTI AND SUCCULENTS IN THE WORLD. * THE JAPANESE GARDEN, WITH TRADITIONAL JAPANESE HOUSE, A MOON BRIDGE, A WALLED ZEN GARDEN, AND BONSAI COURT, AND SEIFU-AN, A CEREMONIAL TEAHOUSE AND GARDEN. * THE FRANCES AND SIDNEY BRODY CALIFORNIA GARDEN IN THE STEVEN S. KOBLIK EDUCATION AND VISITOR CENTER. ARRANGED ALONG A CENTRAL ALLEE OF OLIVE TREES, THE GARDEN INCLUDES NATIVE AND ADAPTIVE PLANTINGS SET AMONG HEDGE ROOMS IN A NOD TOWARD MORE FORMAL LANDSCAPE DESIGN. * THE FRANCES LASKER BRODY BOTANICAL CENTER, FEATURING: * THE HELEN AND PETER BING CHILDREN'S GARDEN, INTRODUCING YOUNGSTERS TO THE WONDERS OF THE NATURAL WORLD THROUGH INTERACTIVE SCULPTURAL ELEMENTS. * THE ROSE HILLS FOUNDATION CONSERVATORY FOR BOTANICAL SCIENCE AND THE ASSOCIATED FOUNDATIONS TEACHING GREENHOUSE, PROVIDING HANDS-ON BOTANICAL SCIENCE OPPORTUNITIES FOR CHILDREN AND FAMILIES, AND SHOWCASING ORCHIDS AND OTHER TROPICAL COLLECTIONS. * ADJACENT LABORATORIES OFFERING OPPORTUNITIES FOR BOTANICAL RESEARCH. PLANT BIOLOGISTS ARE TESTING WAYS TO SAFELY FREEZE ALOE TISSUE AS A PRESERVATION METHOD. GENETIC RESEARCH ON CYCADS IS REVEALING MUCH ABOUT THE PLANT'S EVOLUTIONARY HISTORY. * THE RANCH GARDEN, TESTING AND DEMONSTRATING CONTEMPORARY IDEAS FOR SUSTAINABLE URBAN AGRICULTURE. * ADDITIONAL GARDEN AREAS ARE DEVOTED TO ROSES AND CAMELLIAS, EACH COLLECTION HAVING MORE THAN 1,400 DIFFERENT CULTIVARS. THE CAMELLIA COLLECTION IS CONSIDERED ONE OF THE MOST COMPREHENSIVE IN THE WORLD. * THE AUSTRALIAN, HERB, JUNGLE, LILY PONDS, PALM, AND SUBTROPICAL GARDENS ARE AMONG OTHER IMPORTANT BOTANICAL ATTRACTIONS. EXHIBITS DURING THE YEAR INCLUDED: * FOLDED TRANSFORMATIONS * CHINESE WOODBLOCK PRINTS EACH YEAR, THE HUNTINGTON HOSTS BOTANICAL SHOWS, CONFERENCES, LECTURES, AND PLANT SALES THAT FOCUS ON SPECIFIC THEMES; MORE THAN 175 CACTUS AND SUCCULENT ENTHUSIASTS ATTENDED THE ANNUAL DESERT GARDEN FORUM, 140 PEOPLE ATTENDED THE ANNUAL SUCCULENT PLANTS SYMPOSIUM, AND 100 PEOPLE ATTENDED THE CHINESE GARDEN SYMPOSIUM. THE NORTH AMERICAN CLIVIA SOCIETY SHOW, SOUTHERN CALIFORNIA CAMELLIA SHOW, CALIFORNIA BONSAI SOCIETY SHOW, AISEKI KAI VIEWING STONES SHOW, THE CACTUS & SUCCULENT SOCIETY OF AMERICA ANNUAL SHOW, HUNTINGTON ORCHID SHOW, AND THE BONSAI-A-THON ARE HOSTED BY THE HUNTINGTON EACH YEAR AND ARE OPEN TO THE PUBLIC AND ATTENDED BY HUNDREDS OF VISITORS. THE GARDENS ALSO HOSTED MULTIPLE WORKSHOPS INTENDED TO EDUCATE THE PUBLIC AND SPECIALTY PLANT GROWERS ON MANAGEMENT OF TREE PESTS, THE POLYPHAGOUS SHOT-HOLE BORER IN PARTICULAR. RECENTLY THE GARDENS INITIATED A MUCH STRONGER PROGRAM IN CONSERVATION AND RESEARCH FOCUSING ON PLANT VARIATION, CRYOPRESERVATION AND PROPAGATION, AS WELL AS PRODUCTIVITY IN URBAN SETTINGS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: THE HUNTINGTON ART COLLECTIONS FOCUS ON EUROPEAN ART FROM THE 15TH TO THE EARLY 20TH CENTURY AND AMERICAN ART FROM THE LATE 17TH TO THE MID-20TH CENTURY. THE HOLDINGS CONTINUE TO GROW BY GIFT AND PURCHASE. IN TOTAL, THE EUROPEAN ART COLLECTIONS INCLUDE ABOUT 420 PAINTINGS, APPROXIMATELY 370 WORKS OF SCULPTURE, MORE THAN 2,500 DECORATIVE ART OBJECTS, AND 20,000 PRINTS AND DRAWINGS. THE AMERICAN ART HOLDINGS NOW NUMBER ABOUT 270 PAINTINGS, 80 WORKS OF SCULPTURE, 1,000 DECORATIVE ART OBJECTS, 9,500 PRINTS AND DRAWINGS, AND 1,800 PHOTOGRAPHS. ACCESS TO THE PUBLIC OF ABOUT 750,000 VISITORS IS PROVIDED THROUGH PERMANENT INSTALLATIONS AND SPECIAL EXHIBITIONS, PUBLICATIONS AND RESEARCH. THE EUROPEAN COLLECTIONS ARE DISPLAYED IN THE HUNTINGTON ART GALLERY, THE ORIGINAL HUNTINGTON RESIDENCE. AMERICAN ART IS ON VIEW IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART WHICH INCLUDES THE ORIGINAL 1984 STRUCTURE AND A 2005 ADDITION, THE LOIS AND ROBERT F. ERBURU GALLERY. SPECIAL EXHIBITIONS ARE PRESENTED IN THE MARY LOU AND GEORGE BOONE GALLERY. SMALLER, FOCUSED EXHIBITIONS ARE PRESENTED IN THE WORKS ON PAPER ROOM IN THE HUNTINGTON ART GALLERY AND IN THE SUSAN AND STEPHEN CHANDLER WING OF THE SCOTT GALLERIES. THE HUNTINGTON ALSO REGULARLY LENDS ART OBJECTS FOR SPECIAL EXHIBITIONS AT MUSEUMS NATIONALLY AND INTERNATIONALLY. EXHIBITS DURING THE YEAR INCLUDED: * DRAWN TO PARADISE * PUGIN, PRISONS, AND THE PLIGHT OF THE POOR * A HISTORY OF WHISKERS * LARI PITTMAN: MOOD BOOKS * VAN GOGH & FRIENDS FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING, THE ENTIRE DRAFT 990 WAS SENT TO ALL TRUSTEES. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED, AND THE FORM WAS REVIEWED AND DISCUSSED IN A MEETING OF THE AUDIT COMMITTEE. IN ADDITION, AN OUTSIDE CPA FIRM, SINGERLEWAK, REVIEWED THE FORM AND WENT OVER THE FORM IN DETAIL WITH THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE REQUESTED ANNUALLY FROM ALL TRUSTEES, OVERSEERS AND NON-BOARD MEMBERS' CHAIRS OF ACTIVE COMMITTEES AS WELL AS EMPLOYEES. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MAKE A DECISION ON HOW EACH CONFLICT SHOULD BE HANDLED, INCLUDING ABSTAINING FROM VOTING ON CERTAIN MATTERS. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING AND APPROVING THE COMPENSATION FOR THE PRESIDENT AND CFO, THE HUNTINGTON'S BOARD OF TRUSTEES (REFERRED TO AS THE "APPROVAL BODY" BELOW), USES THE FOLLOWING PROCESS: 1. IMPARTIAL DECISION MAKERS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF THE HUNTINGTON COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE: NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THE VOTE). 2. COMPARABILITY DATA: WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS; AND C) USE OF AN INDEPENDENT COMPENSATION CONSULTANT. 3. CONCURRENT DOCUMENTATION: THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED. TO QUALIFY AS CONCURRENT DOCUMENTATION, WRITTEN OR ELECTRONIC RECORDS OF THE APPROVAL BODY (SUCH AS MEETING MINUTES) MUST NOTE: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE MEMBERS OF THE APPROVAL BODY WHO WERE PRESENT DURING THE DEBATE ON THE COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE APPROVAL BODY BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. ALL OTHER OFFICERS AND KEY EMPLOYEES HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE APPROVAL BODY, WHICH MAY OR MAY NOT INCLUDE COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 CAN ALSO BE VIEWED BY THE PUBLIC ON WWW.GUIDESTAR.COM FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. POOLED INCOME FUND WA N/A 0 CHARITABLE REMAINDER TRUSTS (20) FUNDRAISING CA N/A T 0 CHARITABLE REMAINDER TRUSTS (20) - CONTINUATION FUNDRAISING NM N/A T 0 CHARITABLE REMAINDER TRUSTS (20) - CONTINUATION FUNDRAISING OR N/A T 0 CHARITABLE REMAINDER TRUSTS (20) - CONTINUATION FUNDRAISING WA N/A T 0 CHARITABLE REMAINDER TRUSTS (20) - CONTINUATION FUNDRAISING TX N/A T 0 POOLED INCOME FUND (1) FUNDRAISING WA N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POOLED INCOME FUND C 73225 MARKET VALUE