HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC (EIN 51-0066038)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201631329349300818
- Schema version
- 2014v6.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T08:32:02-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 ROCKFORD ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510066038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Henry Francis du Pont Winterthur Museum Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 3028884600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Necarsulmer | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3028884600 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2016-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Necarsulmer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $287,273,536 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.Winterthur.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Winterthur's mission is to preserve and enhance the legacy of its founder, Henry Francis du Pont, for the benefit and enjoyment of the public, including: the care, development, and study of its preeminent collection of decorative and fine arts made or used in America; the enhancement and interpretation of one of America's finest naturalistic gardens; the operation of graduate programs in American material culture and art conservation at the highest academic level; the operation and development of a library to support these important cultural goals; and the preservation of the historically important buildings and grounds. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 434 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $55,099 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,016,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,549,269 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,838,555 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,957,139 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,286,582 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,254,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,310,538 | PYOtherRevenueAmt |
| CY Other Revenue | $1,837,881 | CYOtherRevenueAmt |
| PY Total Revenue | $25,452,367 | PYTotalRevenueAmt |
| CY Total Revenue | $35,598,466 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $744,936 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $725,266 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,848,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,182,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,425 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $19,502 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,190,202 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,091,373 | PYOtherExpensesAmt |
| CY Other Expenses | $12,889,858 | CYOtherExpensesAmt |
| PY Total Expenses | $27,719,044 | PYTotalExpensesAmt |
| CY Total Expenses | $32,817,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,266,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,781,266 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $402,717,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,704,007 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,488,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,397,056 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $382,228,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $373,306,951 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Winterthur's mission is to preserve and enhance the legacy of its founder, Henry Francis du Pont, for the benefit and enjoyment of the public, including: the care, development, and study of its preeminent collection of decorative and fine arts made or used in America; the enhancement and interpretation of one of America's finest naturalistic gardens; the operation of graduate programs in American material culture and art conservation at the highest academic level; the operation and development of a library to support these important cultural goals; and the preservation of the historically important buildings and grounds. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,383,891 | ExpenseAmt |
| Revenue | $3,606,541 | RevenueAmt |
| Desc | Public Visitation, Membership, and Public Relations:Winterthur hosted 216,169 visitors for tours, educational programs, and special and community events during FY2015. Member households for the year totaled 12,000. 5,466 school children and college students participated in offerings through the Public Programs Department and in addition we provided programs for regional libraries and also teacher training workshops. Garden programs attracted 5,891 participants at 79 programs and events. Winterthur gave approximately 100,000 guided garden tours. Winterthur welcomed new and returning visitors through the presentation of four academic conferences, an intensive two week study program, lecture series on decorative arts, English history, life in the American country house, costume history and garden topics, and collection workshops. There were 57 adult programs with an attendance of 5,662. There were also weekly family programs. This year musical performances had over 1,500 people attending. Nearly 4,000 members of the community learned about Winterthur through staff lectures at neighboring institutions and special programs.Winterthur set record attendance through its exhibition program. This year's special exhibition was Costumes of Downton Abbey based on the popular TV series. The exhibition highlighted 40 costumes worn on the TV series and contrasted the story of life at Winterthur with the fictional Downton Abbey. It introduced tens of thousands of first time visitors to Winterthur's many historical and garden features and dramatically expanded membership support. Accompanying the exhibition was an extensive lecture series, special presentations by the curators, and events featuring music and food. In March a major exhibition on Pennsylvania German decorative arts with accompanying catalogue opened and runs until January 2016.The institution continued to publicize all offerings locally and nationally, with an increased emphasis on electronic media. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,134,193 | ExpenseAmt |
| Grant | $725,266 | GrantAmt |
| Revenue | $350,598 | RevenueAmt |
| Desc | Curatorial, Conservation, Education, Library Programs: Including Collection and Library Materials:The staff in the Collections Department continue to upgrade and improve the catalogue records and add photography to the online database; to date Winterthur has re-catalogued a total of 59,373 objects and added 151,892 digital images to the database. The museum collection, which is used for exhibition, research and teaching purposes, continues to grow with a total of 552 gifts and 18 purchases. Collections staff continue to research and publish information about the collection. During FY2015 these included a major book, "Printed Textiles: British and American Cottons and Linens 1700-1850 and various smaller publications related to exhibitions including, "Cultivating Style in a Multiethnic World: New York Furniture, 1640-1860", "A Colorful Folk: Pennsylvania Germans and the Art of Everyday Life", and "The Diligent Needle: Instrument of Profit, Pleasure, and Ornament". Winterthur is working with ten other institutions on a collaboration project, Four Centuries of Massachusetts Furniture, which over the course of FY2013 and FY2015 will include seven exhibitions, three symposiums, two books, an online database of documented Boston furniture, enhanced cataloguing of Massachusetts furniture at two participating institutions, and dozens of public programs.This past year 16 graduate students were enrolled in the Winterthur Program in American Material Culture (administered with the University of Delaware), and 30 graduate students studied in the Winterthur/University of Delaware Program in Art Conservation. Graduates of these Master Degree programs serve in museums, historic houses, and conservation facilities in North America, Europe, and elsewhere. Additionally, Winterthur hosted 34 visiting scholars who availed themselves of the library collections to research various material culture and design topics.Charged with collection care, exhibit preparation, instruction of students in the WUDPAC program and research, outreach and professional engagement, the Conservation Department has been active in all areas.The IMLS funded Chinese Export Lacquer Project was a major activity this year with treatment of several complex objects, planning a symposium and workshop to he beld October 29-30, 2015 and opening of a related exhibit on the conservation of lacquer.Research resulting in professional papers and/or presentations included a wide variety of topics - the cleaning of furniture brasses, conservation of Chinese export lacquer, analysis and treatment of furniture finishes, the effect of air movement on historic textiles, fraktur, the deterioration of cadmium yellows, metallurgical origins of ancient glass, identification of zinc based paints, and teaching heritage preservation in Iraq.Outreach continued with conservation participation in Terrific Tuesdays, teacher workshops, programming for high school students and both public and special interest conservation tours. A Delaware Department of the Arts grant will allow further development of school related conservation programming. Winterthur hosted a Mellon Foundation funded course on historic book structures for conservators and an FAIC funded course on cleaning furniture finishes. Staff taught courses at other institutions ranging from a workshop on cleaning ceramics to Raman spectroscopy and preservation of technical drawings.Exhibit preparation included extensive treatment of fraktur for A Colorful Folk, mounts and installation for several library case exhibits, conservation of objects and significant contributions of content for Brittle Beauty: Understanding and Conserving Chinese Export Lacquer as well as preparation of collections for Gallery rotations and Yuletide.The extensive capital projects underway - the shutter/window/gutters/chimneys/roof project and the NEH funded Sustaining Collections project have required significant departmental attention and collaboration in design and execution. Both projects address serious infrastructure issues and will significantly improve collection care and energy efficiency. The Sustaining Collections project was presented at the annual American Institute for Conservation in 2014 and has been the subject of two articles.The shutter and storm window replacement project required enrobing the museum building in scaffolding, so staff have taken advantage of the access provided to address a myriad of other issues including gutters, roof leaks, and serious chimney structural issues. Completed in spring 2015, the museum now has new composite shutters, non-reflecting storm windows covering newly painted and caulked original wood sashes, new light filtration, and a secure roof, gutters and chimneys that will exclude insects, water, damaging light levels and unconditioned outside air.The Sustaining Collections project has involved multiple energy saving mechanical upgrades and installation of a web based monitoring and control system in the Museum, Galleries and Research Building. By providing extensive real-time data, the new system allows operational adjustments such as cycling systems off at night to reduce energy usage while monitoring collection conditions to ensure they meet preservation standards. The project will be completed in the fall of 2015 and management will transition to a continuous commissioning model jointly managed by facilities and conservation.The Registration Department is tasked with maintaining paper and digital records related to the museum collection. The department manages paperwork and logistics related to loans to/from Winterthur and for exhibits, accessions and deaccessions, object movement and collection inventory, and risk management. The Registration Department inventoried 8,329 objects; facilitated and documented 20,235 object moves; accessioned 816 museum objects; and managed loans of 262 objects to Winterthur and 154 objects from Winterthur to other institutions.Registration staff continues to work with Winterthur's digital asset management team to improve online museum collections data. Catalog data is now available for 88,643 museum objects.The mission of the library is to acquire, catalog, preserve, and make its collections available to the public. During FY2015, the Library added 218 archival lots and 2,787 books and periodicals by purchase and gift; cataloged and updated 2,886 records; and lent 313 books via interlibrary loan. We counted 873 user days in the manuscript and archive collections and 5,748 user days in the Printed Book and Periodical Collection. Staff added significantly to our electronic resources with the production of digital collections and staged three exhibitions featuring library resources. During FY2015, WinterCat, the library's online catalog, welcomed 5,570 users, from 56 countries, who together consulted 152,210 pages. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,800,966 | ExpenseAmt |
| Desc | Garden Program:Winterthur maintains a world-renowned 200-acre naturalistic garden that welcomes visitors from all parts of the globe. The collection of rare and historic plants includes magnolias, azaleas, minor bulbs, conifers, and specimen trees. Significant varieties in the collection are tracked or "accessioned" through a records system, which currently includes more than 7,500 accessions. In FY2015 we continued the restoration of numerous garden areas including the Reflecting Pool, Enchanted Woods, the Quarry Garden, Sycamore Hill, and Oak Hill. Restoration of ironwork and statuary continued in the Reflecting Pool and East Terrace areas with the re-installation of a 17th century gate, stabilization and repair of a historic umbrella seat, and the return of sundial with lead figures to the garden. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,395,053 | ExpenseAmt |
| Revenue | $1,447,686 | RevenueAmt |
| Desc | Marketing Program (Expenses $2,055,975)(Revenue $1,447,686):Winterthur signed two new and renewed one existing licensees that will broaden and deepen awareness of the institution with products tightly tied to the collection and museum offerings. Based on increased attendance, the retail stores had one of their biggest years in sales and revenue with continued growth from e-commerce. This increased visibility and knowledge of Winterthur.Publications Program (Expenses $339,078):In FY2015 Winterthur celebrated the announcement of five new publications:"Printed Textile: British and American Cottons and Linens, 1700-1850" (September 2014, co-published with The Monacelli Press); "The Delaware Antiques Show Catalogue" (November 2014); "A Colorful Folk: Pennsylvania Germans & the Art of Everyday Life" (February 2015); "Cultivating Style in a Multiethnic World: New York Furniture, 1640-1860" (February 2015); and "Historic Rooms of Winterthur: Paintings by Michael John Hunt" (June 2015).In addition, Winterthur published a paperback reprint of the 2012 exhibition catalogue "Paint, Pattern & People: Furniture of Southeastern Pennsylvania, 1725-1850" (May 2015) and signed a co-publishing agreement with the Newport (Rhode Island) Historical Society for the production of a future volume on the Claggett family of clockmakers. The Publications Office continued to support the editorial needs of other museum departments with work on exhibition labels, brochures, and marketing materials. The institution also prepared two print and online issues of the academic journal "Winterthur Portfolio" (with the University of Chicago Press). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,395,053 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,447,686 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,714,103 | 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 | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 434 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Necarsulmer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3028884600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Winterthur Museum 5105 Kennett Pike | AddressLine1Txt |
| City | Winterthur | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19735 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Dr David P Roselle | |||||||
| Executive Director & Trust | 50.00 | Yes (X) | Yes (X) | $269,949 | $0 | $16,978 | |
| Mrs Katharine P Booth | |||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mr Pierre du Pont Hayward | |||||||
| Vice Chairman & Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mr David L De Luca | |||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mrs Alice Cary Brown | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr David W Dangremond | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Logan D Delany Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr William K du Pont | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ms Catherine G Ebert | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Anne B Ervin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Frank J Guzzetta | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr James B Hawkes | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Morrison H Heckscher | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr John A Herdeg | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ms Cynthia A Hewitt | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Frank L Hohmann III | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Olivia Barclay Jones | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Richard I G Jones | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Barron U Kidd | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Nicholas P Lambrow | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Forbes Maner | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Joshua W Martin III | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr John L McGraw | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Elizabeth H Owens | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Bruce C Perkins | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Donald J Puglisi | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Lynn Springer Roberts | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Geoffrey M Rogers | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ms Robin E Sarratt | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Mark E Stalnecker | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr P Coleman Townsend Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Rodman Ward Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Richard C Weiss | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| The Honorable W L Lyons Brown | |||||||
| Chairman & Trustee Emeritu | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Samuel Schwartz | |||||||
| Chairman & Trustee Emeritu | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs George P Bissell Jr | |||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Louisa C Duemling | |||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Elizabeth B Johnson | |||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Julia Bissell Leisenring | |||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Lord | |||||||
| Trustee Emerita | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Blaine T Phillips | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr David D Wakefield | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr David B Warren | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Charles O Wood III | |||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Edmond L Lincoln | |||||||
| Honorary Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr George A Weymouth | |||||||
| Honorary Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Robert Necarsulmer | |||||||
| CFO and Treasurer | 50.00 | Yes (X) | $181,935 | $0 | $2,968 | ||
| Ms Denise D Adams | |||||||
| Assistant Treasurer | 50.00 | Yes (X) | $77,853 | $0 | $2,695 | ||
| Ms Jane Drummond | |||||||
| Assistant Secretary | 50.00 | Yes (X) | $66,448 | $0 | $2,847 | ||
| Mr Robert R Davis | |||||||
| Dir.-Development | 50.00 | $204,423 | $0 | $13,194 | Yes (X) | ||
| Mr John Savage | |||||||
| Dir.-Museum Affairs | 50.00 | $162,438 | $0 | $10,594 | Yes (X) | ||
| Ms Lisbeth Selsor | |||||||
| Dir.-Human Resources & Support Svcs | 50.00 | $153,430 | $0 | $15,241 | Yes (X) | ||
| Mr Brock Jobe | |||||||
| Professor | 50.00 | $149,544 | $0 | $14,197 | Yes (X) | ||
| Mr Christopher Strand | |||||||
| Dir.-Garden and Estate | 50.00 | $140,173 | $0 | $23,685 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,406,193 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,399 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| EDiS Company | |||||
| 110 South Poplar St Suite 400 | Wilmington | DE | 19805 | Construction Contractor | $2,542,678 |
| Limbach Company LLC | |||||
| 31-35th St | Pittsburgh | PA | 15201 | Equipment Maintenance | $1,131,595 |
| SC&A Construction Inc | |||||
| 3411 Silverside Rd | Wilmington | DE | 19810 | Construction Contractor | $595,461 |
| David P Roser Inc | |||||
| PO Box 104 | Hockessin | DE | 19707 | General Contractor | $173,624 |
| Connor Printing Inc | |||||
| 2977 Dutton Mill Rd | Aston | PA | 19014 | Printing Company | $172,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,155,878 | MembershipDuesAmt |
| Fundraising | $608,007 | FundraisingAmt |
| Government Grants | $685,863 | GovernmentGrantsAmt |
| All Other Contributions | $6,099,521 | AllOtherContributionsAmt |
| Noncash Contributions | $427,922 | NoncashContributionsAmt |
| Total Contributions | $8,549,269 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admissions | 900099 | $3,284,915 | $3,284,915 |
| Academic Programs Cost Share | 900099 | $297,854 | $297,854 |
| Usage Fees | 900099 | $228,773 | $228,773 |
| Teaching/Consulting | 900099 | $52,744 | $52,744 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,853 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,957,139 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,005,104 | TotalRevenueColumnAmt |
| Exclusion | $4,005,104 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,557 | TotalRevenueColumnAmt |
| Exclusion | $156,557 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $510,819 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $96,321 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $414,498 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,498 | TotalRevenueColumnAmt |
| Exclusion | $414,498 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,151,490 | SecuritiesAmt |
| Other | $7,975 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $249,910,392 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,241,098 | SecuritiesAmt |
| Other | $7,975 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,249,073 | TotalRevenueColumnAmt |
| Exclusion | $17,249,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $288,939 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $608,007 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $524,898 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$235,959 | TotalRevenueColumnAmt |
| Exclusion | -$235,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,646,244 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,143,459 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,502,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,447,686 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,099 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,598,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,404,825 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,099 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,589,273 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,266 | TotalAmt |
| Program Services | $725,266 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,848 | TotalAmt |
| Management And General | $683,848 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,885,501 | TotalAmt |
| Program Services | $9,086,846 | ProgramServicesAmt |
| Management And General | $1,243,742 | ManagementAndGeneralAmt |
| Fundraising | $554,913 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,084,125 | TotalAmt |
| Program Services | $3,911,847 | ProgramServicesAmt |
| Management And General | $860,046 | ManagementAndGeneralAmt |
| Fundraising | $312,232 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,937 | TotalAmt |
| Program Services | $1,390,578 | ProgramServicesAmt |
| Management And General | $272,454 | ManagementAndGeneralAmt |
| Fundraising | $60,905 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,163 | TotalAmt |
| Program Services | $648,873 | ProgramServicesAmt |
| Management And General | $120,278 | ManagementAndGeneralAmt |
| Fundraising | $36,012 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,114 | TotalAmt |
| Management And General | $77,114 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,502 | TotalAmt |
| Fundraising | $19,502 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,144 | TotalAmt |
| Management And General | $763,144 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,174 | TotalAmt |
| Program Services | $72,129 | ProgramServicesAmt |
| Management And General | $186,045 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,110 | TotalAmt |
| Program Services | $343,110 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,882 | TotalAmt |
| Program Services | $607,384 | ProgramServicesAmt |
| Management And General | $221,038 | ManagementAndGeneralAmt |
| Fundraising | $66,460 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,073 | TotalAmt |
| Management And General | $190,073 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350,008 | TotalAmt |
| Program Services | $2,199,400 | ProgramServicesAmt |
| Management And General | $116,492 | ManagementAndGeneralAmt |
| Fundraising | $34,116 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,231 | TotalAmt |
| Program Services | $118,547 | ProgramServicesAmt |
| Management And General | $10,133 | ManagementAndGeneralAmt |
| Fundraising | $12,551 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,151 | TotalAmt |
| Program Services | $797,150 | ProgramServicesAmt |
| Management And General | $72,661 | ManagementAndGeneralAmt |
| Fundraising | $28,340 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,381 | TotalAmt |
| Management And General | $201,381 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,047,318 | TotalAmt |
| Program Services | $3,574,175 | ProgramServicesAmt |
| Management And General | $426,141 | ManagementAndGeneralAmt |
| Fundraising | $47,002 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,426 | TotalAmt |
| Program Services | $3,993 | ProgramServicesAmt |
| Management And General | $311,369 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Collection Acquisitions | $774,023 | $774,023 |
| Publications and market | $403,761 | $403,761 |
| Gardens and grounds | $286,030 | $286,030 |
| Library materials | $238,348 | $238,348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,684 | TotalAmt |
| Program Services | $532,643 | ProgramServicesAmt |
| Management And General | $90,936 | ManagementAndGeneralAmt |
| Fundraising | $18,105 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,817,200 | TotalAmt |
| Program Services | $25,714,103 | ProgramServicesAmt |
| Management And General | $5,912,895 | ManagementAndGeneralAmt |
| Fundraising | $1,190,202 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,530 | BOYAmt |
| EOY | $1,914,522 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,751,386 | BOYAmt |
| EOY | $2,258,490 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,755 | BOYAmt |
| EOY | $167,808 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,862 | BOYAmt |
| EOY | $409,355 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,111 | BOYAmt |
| EOY | $518,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,137,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,078,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,591,337 | BOYAmt |
| EOY | $36,058,914 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,063,096 | BOYAmt |
| EOY | $152,431,499 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,815,014 | BOYAmt |
| EOY | $201,660,110 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,904,214 | BOYAmt |
| EOY | $2,284,494 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,717,305 | BOYAmt |
| EOY | $397,704,007 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,794 | BOYAmt |
| EOY | $2,219,695 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,044 | BOYAmt |
| EOY | $290,020 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795,000 | BOYAmt |
| EOY | $3,555,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,368,062 | BOYAmt |
| EOY | $4,796,633 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,725,925 | BOYAmt |
| EOY | $13,535,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,488,825 | BOYAmt |
| EOY | $24,397,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,369,079 | BOYAmt |
| EOY | $311,298,150 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,967,471 | BOYAmt |
| EOY | $29,712,610 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,891,930 | BOYAmt |
| EOY | $32,296,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,228,480 | BOYAmt |
| EOY | $373,306,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,717,305 | BOYAmt |
| EOY | $397,704,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,781,266 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,702,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $8,219,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,820,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,979,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,016,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,549,269 | CurrentTaxYearAmt |
| Total | $37,585,011 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,219,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,820,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,979,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,016,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,549,269 | CurrentTaxYearAmt |
| Total | $37,585,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,312,614 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,272,397 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,688,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,429,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,355,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,885,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,672,502 | CurrentTaxYearAmt |
| Total | $20,031,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,616,395 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,599,912 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Digitize collections & reco | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $363,356,222 | BeginningYearBalanceAmt |
| Contributions | $3,409,584 | ContributionsAmt |
| Investment Earnings Or Losses | $9,570,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $672,591 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,792,409 | OtherExpendituresAmt |
| Administrative Expenses | $763,144 | AdministrativeExpensesAmt |
| End Year Balance | $356,108,224 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,367,641 | BeginningYearBalanceAmt |
| Contributions | $2,570,116 | ContributionsAmt |
| Investment Earnings Or Losses | $49,516,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $665,486 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,819,514 | OtherExpendituresAmt |
| Administrative Expenses | $613,090 | AdministrativeExpensesAmt |
| End Year Balance | $363,356,222 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $311,616,930 | BeginningYearBalanceAmt |
| Contributions | $1,199,718 | ContributionsAmt |
| Investment Earnings Or Losses | $35,369,738 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $648,520 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,429,480 | OtherExpendituresAmt |
| Administrative Expenses | $740,745 | AdministrativeExpensesAmt |
| End Year Balance | $329,367,641 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $331,606,281 | BeginningYearBalanceAmt |
| Contributions | $3,405,865 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,867,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $622,034 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,126,097 | OtherExpendituresAmt |
| Administrative Expenses | $779,987 | AdministrativeExpensesAmt |
| End Year Balance | $311,616,930 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,886,376 | BeginningYearBalanceAmt |
| Contributions | $3,916,976 | ContributionsAmt |
| Investment Earnings Or Losses | $55,259,968 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $359,561 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,136,439 | OtherExpendituresAmt |
| Administrative Expenses | $961,039 | AdministrativeExpensesAmt |
| End Year Balance | $331,606,281 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09070 | 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 | $6,705,791 | OtherCostOrOtherBasisAmt |
| Book Value | $6,705,791 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,920,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,850,124 | DepreciationAmt |
| Book Value | $27,070,308 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,511,144 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,228,329 | DepreciationAmt |
| Book Value | $2,282,815 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,058,914 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $87,648,089 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Endowment Cash | $1,833,957 | F |
| Limited Partnerships | $56,366,791 | F |
| Private Equity Funds | $28,367,945 | F |
| Other Mutual Funds | $27,443,328 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $201,660,110 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Construction in Process | $1,721,721 |
| Life Insurance Receivable | $497,137 |
| Debt Issuance Cost | $65,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,284,494 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension expense | $13,456,184 |
| Bond Interest Swap Liability | $79,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,535,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,800,884 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,702,795 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,668,357 | OtherRevenueAmt |
| Revenue Not Reported | -$10,034,438 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,835,322 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $763,144 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $763,144 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,598,466 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,722,413 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,668,357 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,668,357 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,054,056 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $763,144 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $763,144 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,817,200 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | In conformity with FASB ASC 958-605, the financial statements exclude the value of the collection objects and library holdings. No determination can be made as to the aggregate value of such items. Winterthur records proceeds from deaccessions and disbursements for current period accessions in the statement of activity as revenue and expenditures, respectively. Proceeds from sales of collection items are limited to the acquisition of other items for collections. Winterthur employs conservation and curatorial staff to ensure that the collection is protected and preserved. |
| Part III, Line 4: | Winterthur's collection of decorative and fine arts remains one of the best in the country, and objects are displayed in 175 museum rooms and 35,000 square feet of self-guided galleries. The collections include over 90,000 objects including furniture, architecture, textiles, paintings, metals, ceramics, glass, and works of art on paper. The comprehensive research library features books, periodicals, manuscripts, visual images, and ephemera. Much of the scholarship on early American material culture has been written on the basis of research conducted at Winterthur, via both its collection of objects as well as the material found in its library. The Winterthur and University of Delaware Program in American Material Culture (WPAMC) is the country's leading graduate program in the study of American decorative arts and material life, and the Winterthur/University of Delaware Program in Art Conservation (WUDPAC) is one of only four graduate programs in the United States that educates and trains conservation professionals in multiple disciplines to care for our cultural heritage. Winterthur Museum, Garden & Library is committed to providing an array of artistic and educational programming. Currently, we are designing exhibitions, programs, and events that utilize our rich collection materials and vast knowledge base to appeal to Winterthur's traditional visitor while encouraging the patronage of a new, diverse, and intergenerational audience. Over the years, through innovative exhibitions, programs, and events, Winterthur has become a unique national treasure, a vital community resource, and a place that engages adults and youth in entertaining and memorable experiences that are relevant to their lives. Winterthur's goal has been to interpret its collections through enticing programs that help young visitors understand people, art, and landscapes-past and present. Culture enthusiasts and families with children make up the bulk of Winterthur's general attendance, of over 216,000 in FY2015. Many of these visitors are cultural tourists and museum members who take garden tours, docent guided gallery tours, guided-period room tours, special focus tours, or partake in Winterthur's family and school programming. Winterthur offers eighteen interactive, curriculum-based and developmentally-appropriate programs for students in preschool through the 12th grade. These programs take place both at Winterthur and in school classrooms throughout the Delaware Valley as part of our school outreach program, and are often geared toward our changing exhibitions. |
| Part X, Line 2: | Winterthur has adopted the provisions of FASB ASC 740-10-50, Accounting for Uncertainty in Income Taxes. Management continually evaluates uncertain tax positions and expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings, as applicable. Management's evaluation is that there is no income tax liability. This evaluation is based on settled and established positions within the Internal Revenue Code and management believes there is no significant uncertainty related to its evaluation. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses 524,898. Cost of Goods Sold 1,143,459. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 524,898. Cost of Goods Sold 1,143,459. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $9,775,436 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,775,436 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,775,436 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniller & Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3724 Jefferson Street Suite 302 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fall Acquisitions | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $41,675 | GrossReceiptsAmt |
| Retained By Contractor | $19,502 | RetainedByContractorAmt |
| Net To Organization | $22,173 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $41,675 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $19,502 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $22,173 | TotalNetToOrganizationAmt |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Point to Point Races | Event1Nm |
| Gross Receipts Event1 | $517,817 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $484,605 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,212 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $24,642 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $237,592 | OtherDirectExpensesEvent1Amt |
| Event2 | Delaware Antiques Show | Event2Nm |
| Gross Receipts Event2 | $379,129 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $123,402 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $255,727 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,300 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $73,125 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $168,239 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $896,946 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $608,007 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $288,939 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,300 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $97,767 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $405,831 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $524,898 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$235,959 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Winterthur Program in American Material Culture | 16 | $605,054 | FMV |
| Research Fellowship | 31 | $90,812 | FMV |
| NEH Fellowship | 3 | $29,400 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The only disbursements made to non-affiliated persons in furtherance of its mission and exempt purpose are to the graduate students (Winterthur program in American Material Culture) and research fellowships (Research Fellowship Program). The graduate student awards are made according to admission procedures consistent with practices at the University of Delaware, which co-sponsors the awards, and supervised by University of Delaware faculty. All Research Fellowship awards are made according to selection procedures consistent with practices of the National Endowment for the Humanities, which funds some of the Fellowships. Graduate student award funds are monitored according to internal fiscal practices of both the Winterthur Museum and the University of Delaware. Research Fellowship expenditures are monitored by annual reports to NEH (for NEH-funded fellowships) and by monthly internal tracking of non-NEH fellowships. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr David P Roselle | ||||||||||||||
| Executive Director & Trust | $269,949 | $0 | $0 | $0 | $0 | $0 | $16,978 | $0 | $10,114 | $0 | $297,041 | $0 | $0 | $0 |
| Mr Robert Necarsulmer | ||||||||||||||
| CFO and Treasurer | $181,935 | $0 | $0 | $0 | $0 | $0 | $2,968 | $0 | $5,740 | $0 | $190,643 | $0 | $0 | $0 |
| Mr Robert R Davis | ||||||||||||||
| Dir.-Development | $204,423 | $0 | $0 | $0 | $0 | $0 | $13,194 | $0 | $1,059 | $0 | $218,676 | $0 | $0 | $0 |
| Mr John Savage | ||||||||||||||
| Dir.-Museum Affairs | $162,438 | $0 | $0 | $0 | $0 | $0 | $10,594 | $0 | $6,319 | $0 | $179,351 | $0 | $0 | $0 |
| Ms Lisbeth Selsor | ||||||||||||||
| Dir.-Human Resources & Support Svcs | $153,430 | $0 | $0 | $0 | $0 | $0 | $4,951 | $0 | $11,637 | $0 | $170,018 | $0 | $0 | $0 |
| Mr Brock Jobe | ||||||||||||||
| Professor | $149,544 | $0 | $0 | $0 | $0 | $0 | $3,907 | $0 | $11,448 | $0 | $164,899 | $0 | $0 | $0 |
| Mr Christopher Strand | ||||||||||||||
| Dir.-Garden and Estate | $140,173 | $0 | $0 | $0 | $0 | $0 | $9,526 | $0 | $15,421 | $0 | $165,120 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Delaware Economic Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 510269736 | BondIssuerEIN |
| Bond Issued | 2012-03-01 | BondIssuedDt |
| Issue Price | $4,335,000 | IssuePriceAmt |
| Purpose | Refinance Series 2002 Bond Issue | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $4,335,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $91,606 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $4,335,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2003 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Bank NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Ruth Lord | |||
| Daughter of Founder | $0 | Pursuant to bequest, she is given the right to use Residence #6 rent-free for life without paying maintenance costs. Winterthur was given the remainder interest in the property. Mrs. Lord permitted Winterthur to use Residence #6 to house visiting scholars & associates. Mrs. Lord passed away in August 2014. | 0 |
| Mr Joshua W Martin III | |||
| Counsel at law firm used by Winterthur | $0 | The Trustee does no work for the Winterthur account & no consideration is given to Winterthur's work with the firm in the determination of the amount of compensation the Trustee receives from the firm. It is also important to note that the Trustee was on the Winterthur Board for a number of years before he joined Potter, Anderson and Corroon. In addition, Potter, Anderson and Corroon was Winterthur's primary law firm for many years before the Trustee joined the firm. It is an established policy that all Trustees recuse themselves from Committee or Board decisions for which they or their firms have a potential conflict of interest. Mr. Joshua W. Martin III retired from the board in May 2015. | 0 |
| Mr Nicholas P Lambrow | |||
| Banking relationship with Trustee | $0 | Mr. Nicholas P. Lambrow became a Trustee of Winterthur in May 2012. Mr. Lambrow is President Delaware Region at M&T Bank. Winterthur has done business with M&T and Wilmington Trust Company (which was acquired by M&T) for many years. Mr. Lambrow played no role in this business being awarded to M&T Bank and does not have any direct compensation tied to the retention of this business. It is an established policy that all Trustees recuse themselves from Committee or Board decisions for which they or their firms have a potential conflict of interest. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 552 | ContributionCnt |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $427,922 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 32b: | Winterthur uses a brokerage account with an unrelated financial institution to process non-cash contributions of stock. Deaccessioned material is sold thru public auction houses, e.g. Sotheby's, Pook & Pook, Inc. and Christie's. |
| Part I, Line 33: | A zero amount is reported in Sch M, Part I, line 3(c), because Winterthur does not capitalize its collection, as allowed under FASB ASC 958-360-25 . |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some Board members share a family relationship. |
| Form 990, Part VI, Section B, line 11 | The Audit Committee reviews the Form 990 before the return is signed and filed. |
| Form 990, Part VI, Section B, line 12c | Each Trustee must complete a Conflict of Interest Policy Disclosure Statement upon his/her election to the Board and annually thereafter. Board members are required to acknowledge a potential conflict to the Board prior to entering into a transaction with the Museum. The minutes of the Board meeting at which a disclosure of conflict is made shall reflect the occurrence and the outcome. The Executive Director monitors contracts and vendor payments for potential conflicts of interest and informs the Chairman of the Board. The Chairman then brings the potential conflict to the Board for discussion when deemed possibly material. |
| Form 990, Part VI, Section B, line 15 | The Human Resources Committee of the Board of Trustees oversees a national salary survey every three years. The Committee also gathers local salary data to help establish current market values for the Museum's salaried positions. The collected survey data supports a salary structure that aligns every position within a salary range. The Human Resources Committee reviews all salary rates including the Executive Director and departmental Directors and then approves the rates of pay prior to budget approval for the next fiscal year. |
| Form 990, Part VI, Section C, line 19 | While the Museum routinely provides copies of the audited financial statements when requested,it has never received a request for its conflict of interest policy or governing documents. Although there is no legal requirement that it do so, in the interest of transparency, requests of this nature will be evaluated by the Museum and responded to on a case by case basis. |
| Form 990, Part XII, Line 2c | Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor. |