HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC (EIN 51-0066038)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-24
- IRS object ID
- 201400559349300805
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-24T11:26:12-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510232475 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 ROCKFORD ROAD | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510066038 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Henry Francis du Pont Winterthur Museum Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HENR | NameControl |
| Phone | 3028884600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Necarsulmer | Name |
| Title | CFO | Title |
| Phone | 3028884600 | Phone |
| Date Signed | 2014-02-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter Kennedy | Name |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | Phone |
| Date Prepared | 2014-02-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Necarsulmer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 126109059 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.Winterthur.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 377 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 13967 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -447911 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7820761 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5979054 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1798613 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2092517 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4983408 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9032566 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1030139 | OtherRevenuePriorYear |
| Other Revenue Current Year | 988755 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15632921 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18092892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 731923 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 696770 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22337547 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9936216 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3325 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 629068 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11420526 | OtherExpensePriorYear |
| Other Expenses Current Year | 11642938 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34489996 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22279249 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18857075 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4186357 | RevenuesLessExpensesCY |
| Total Assets BOY | 351191841 | TotalAssetsBOY |
| Total Assets EOY | 369200936 | TotalAssetsEOY |
| Total Liabilities BOY | 24143483 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19966851 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 327048358 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 349234085 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7417412 | Expense |
| Revenue | 1690239 | Revenue |
| Description | Public Visitation, Membership, and Public Relations:Winterthur hosted 105,882 visitors for tours, educational programs, and special and community events during FY2013. Member households for the year totaled 7,900. Over 5,000 school children 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 4,175 participants at 72 programs and events. Winterthur gave approximately 47,100 guided garden tours. Winterthur welcomed new and returning visitors through the presentation of four academic conferences, lecture series on decorative arts, history and garden topics, and collection workshops. There were 40 adult programs with an attendance of 2,743. There were also weekly family programs. This year music performances were added to our offerings with over 1,000 people attending. Nearly 2,000 members of the community learned about Winterthur through staff lectures at neighboring institutions and special programs.Winterthur continued to attract audiences through our exhibition program. This year's special exhibition was "Common Destinations: Maps in the American Experience". Accompanying the exhibition were a lecture series, special presentations by the curator, and a multi-day conference. An additional exhibition was "The Flowering of American Tinware." These exhibitions were also made available as online exhibitions.The institution continued to publicize all offerings locally and nationally, with an emphasis on electronic media. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6617051 | Expense |
| Grants | 696770 | Grants |
| Revenue | 416432 | Revenue |
| Description | Curatorial, Conservation, Education, Library Programs: Including Collection and Library Materials:Our collection database is now online, and we are in the process of upgrading and improving the catalogue records. Since the museum collection database went live, it has been visited by over 10,000 unique people, with over 182,570 pages viewed. The majority of users are from the United States, the United Kingdom, Canada, France, Germany, and Australia. Since this project began in 2005, we have re-catalogued 56,698 objects and added 128,051 digital images to the database. Winterthur continues to put exhibitions online; new this year was "Selections from a Promised Gift: The Daniel and Serga Nadler Collection of Chinese Export Porcelain". Winterthur is working with ten other institutions on a collaboration project, "Four Centuries of Massachusetts Furniture", which over the course of FY2013 to FY2015 will include seven exhibitions, three symposia, 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 22 visiting scholars who availed themselves of the library collections to research various material culture and design topics.The Conservation Department worked with the University of Delaware, the Walters Art Museum and the United States Department of State in establishing a conservation training program in Erbil, Iraq. A Winterthur conservator taught in the Palace Museum conservation training program in Beijing, China. A Winterthur scientist helped set up an analytical lab in Okinawa, Japan. The director of conservation lectured on transparent papers in Mexico City, Mexico.The Conservation Department also participated in local education including programing centered on the care of personal collections.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 for exhibits, accessions and deaccessions, object movement and collection inventory, and risk management. Registration staff worked with a digital asset management team to put the museum collections online in FY2012. An additional 107 new object records went live in FY2013.The registration department completed an IMLS-funded two-year wall-to-wall collection inventory, and began an ongoing rolling inventory. Registration staff and volunteers inventoried 20,278 objects in FY2013.In FY2013, registration staff facilitated and documented 29,779 object moves; accessioned 75 museum objects; and managed loans of 1,048 objects to Winterthur and 153 objects from Winterthur to other institutions.The mission of the library is to aquire, catalog, preserve, and make its collections available to the public. During FY2013, we added approximately 80 archival lots and 2,224 books and periodicals by purchase and gift; cataloged and updated 3,745 records; and lent 225 books via interlibrary loan. We welcomed 1,031 visitors to the manuscript and archive collections and circulated 5,315 items in the Printed Book and Periodical Collection. Staff added significantly to our electronic resources with the production of digital collections and staged three exhibitions based on library resources. Thanks to a generous grant from the Andrew W. Mellon Foundation supporting staff development, library staff attended meetings they otherwise could not have gone to, including the national meeting of the Special Libraries Association, and studied in programs sponsored by the Victorian Society and Historic New England. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1682937 | Expense |
| Revenue | 0 | Revenue |
| Description | 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 FY2013 we continued the restoration of numerous garden areas including the Reflecting Pool, Enchanted Woods, Azalea Woods, Sycamore Hill, and Oak Hill. Restoration of ironwork and statuary continued in the Reflecting Pool and East Terrace areas. Winterthur's most significant garden project was the adaptive reuse of one of our early greenhouses to become our new Brown Horticulture Learning Center. This 3,300 square foot facility was put into service in October 2012 and has led to an increase in garden programs and workshops.In addition, the horticulture internship program provided technical experience and on-the-job training to seven students during the year. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1593465 | Expense |
| Revenue | 539571 | Revenue |
| Description | Marketing Program (Expenses $1,244,039)(Revenue $539,571):Winterthur signed two new and renewed two existing licensees that will broaden and deepen awareness of the institution with products tightly tied to the collection and museum offerings. Similarly, the retail stores have continued a relationship with Evergreen Enterprises to operate a larger e-commerce presence that will increase revenue opportunities while also expanding the visibility and knowledge of Winterthur.Publications Program (Expenses $349,594):In FY2013 Winterthur published "Charles Mangus, Lithographer: Illustrating America's Past, 1850-1900"; published an updated edition of "Into Enchanted Woods"; and contributed toward the publication of "Transatlantic Craftsmanship: Scotland and the Americas in the 18th and 19th Centuries", which will carry the Winterthur logo.The Publication Office also produced a gallery guide for the exhibition "Common Destinations: Maps in the American Experience", edited and submitted the manuscript to a co-publisher "Printed Textiles: British and American Cottons and Linens, 1700-1850"; completed editing and production for "Stretch: America's First Family of Clockmakers", and initiated editorial planning for "The du Ponts of Winterthur", which will accompany the exhibition "Costumes of Downton Abbey."Additionally, three print issues as well as online versions of the museum's academic journal "Winterthur Portfolio" reached a broad audience of scholars and libraries.The Publications Office also continued to support the editorial needs of all museum departments with work on gallery and exhibition labels, brochures, and marketing materials. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1593465 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 539571 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17310865 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 120 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 377 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Necarsulmer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3028884600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Winterthur Museum 5105 Kennett Pike | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Dr David P Roselle | |||||||
| Executive Director & Trustee | 50.00 | X | X | 254745 | 0 | 16250 | |
| Mr Rodman Ward Jr | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Mrs Elizabeth B Johnson | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Pierre du Pont Hayward | |||||||
| Vice Chairman & Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Mrs Katharine P Booth | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Alice Cary Brown | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr David W Dangremond | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr David L De Luca | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr William K du Pont | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ms Catherine G Ebert | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Anne B Ervin | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr James B Hawkes | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Morrison H Heckscher | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John A Herdeg | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Frank L Hohmann III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Olivia Barclay Jones | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Richard I G Jones | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Barron U Kidd | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Nicholas P Lambrow | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Joshua W Martin III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John L McGraw | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Elizabeth H Owens | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Bruce C Perkins | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Donald J Puglisi | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Lynn Springer Roberts | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Geoffrey M Rogers | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John A Sargent | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ms Robin E Sarratt | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Mark E Stalnecker | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr P Coleman Townsend Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| The Honorable W L Lyons Brown | |||||||
| Chairman & Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Samuel Schwartz | |||||||
| Chairman & Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mrs George P Bissell Jr | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Louisa C Duemling | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Greta B Layton | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Julia Bissell Leisenring | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Ruth Lord | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mr Blaine T Phillips | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr David D Wakefield | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr David B Warren | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Charles O Wood III | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Edmond L Lincoln | |||||||
| Honorary Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr George A Weymouth | |||||||
| Honorary Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Robert Necarsulmer | |||||||
| CFO and Treasurer | 50.00 | X | 164045 | 0 | 2426 | ||
| Ms Denise D Adams | |||||||
| Assistant Treasurer | 50.00 | X | 70971 | 0 | 2562 | ||
| Ms Jane Drummond | |||||||
| Assistant Secretary | 50.00 | X | 61235 | 0 | 2562 | ||
| Mr Robert R Davis | |||||||
| Dir.-Development | 50.00 | 185728 | 0 | 12027 | X | ||
| Mr John Savage | |||||||
| Dir.-Museum Affairs | 50.00 | 147251 | 0 | 9589 | X | ||
| Ms Lisbeth Selsor | |||||||
| Dir.-Human Resources | 50.00 | 138629 | 0 | 17795 | X | ||
| Mr Brock Jobe | |||||||
| Professor | 50.00 | 138461 | 0 | 3475 | X | ||
| Mr Christopher Strand | |||||||
| Dir.-Garden and Estate | 50.00 | 126886 | 0 | 21517 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1287951 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 88203 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SC&A Construction Inc | |||||
| 3411 Silverside Rd | Wilmington | DE | 19810 | Construction Contractor | 1249763 |
| Limbach Company LLC | |||||
| 31-35th St | Pittsburgh | PA | 15201 | Equipment Maintenance | 474870 |
| N Barton & Associates | |||||
| 3629 Old Capital Trail | Wilmington | DE | 19808 | General Contractor | 336128 |
| Bluewing LLC | |||||
| 26 Boomdecker Ct | Elkton | MD | 21921 | General Contractor | 330498 |
| Charles C Connell Company | |||||
| 1111 Greenbank Rd | Wilmington | DE | 19808 | Construction Contractor | 213825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Membership Dues | 727313 | MembershipDues |
| Fundraising Events | 510577 | FundraisingEvents |
| Government Grants | 389074 | GovernmentGrants |
| All Other Contributions | 4352090 | AllOtherContributions |
| Noncash Contributions | 449498 | NoncashContributions |
| Total Contributions | 5979054 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Admissions | 900099 | 1472964 | 1472964 |
| Academic Programs Cost Share | 900099 | 272727 | 272727 |
| Usage Fees | 900099 | 203120 | 203120 |
| Teaching/Consulting | 900099 | 37254 | 37254 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 106452 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2092517 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3687779 | TotalRevenueColumn |
| Exclusion | $3,687,779 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174767 | TotalRevenueColumn |
| Exclusion | $174,767 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 493110 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60466 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 432644 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 432644 | TotalRevenueColumn |
| Exclusion | $432,644 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112347168 | Securities |
| Other | 9600 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107011981 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5335187 | Securities |
| Other | 9600 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5344787 | TotalRevenueColumn |
| Exclusion | $5,344,787 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 285779 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 510577 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 472127 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -186348 | TotalRevenueColumn |
| Exclusion | -$186,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1039285 | GrossSalesOfInventory |
| Cost Of Goods Sold | 471593 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 567692 | TotalRevenueColumn |
| Related Or Exempt Function Income | 553725 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13967 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18092892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2646242 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13967 | UnrelatedBusinessRevenue |
| Exclusion | $9,453,629 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696770 | Total |
| Program Services | 696770 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643011 | Total |
| Management And General | 643011 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10263894 | Total |
| Program Services | 8266875 | ProgramServices |
| Management And General | 1450127 | ManagementAndGeneral |
| Fundraising | 546892 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -3379508 | Total |
| Program Services | -2528039 | ProgramServices |
| Management And General | -674656 | ManagementAndGeneral |
| Fundraising | -176813 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1638500 | Total |
| Program Services | 1292131 | ProgramServices |
| Management And General | 288589 | ManagementAndGeneral |
| Fundraising | 57780 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 770319 | Total |
| Program Services | 598497 | ProgramServices |
| Management And General | 135350 | ManagementAndGeneral |
| Fundraising | 36472 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81206 | Total |
| Program Services | 1523 | ProgramServices |
| Management And General | 79683 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61630 | Total |
| Program Services | 4130 | ProgramServices |
| Management And General | 57500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3325 | Total |
| Fundraising | 3325 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740745 | Total |
| Management And General | 740745 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245566 | Total |
| Program Services | 178140 | ProgramServices |
| Management And General | 67426 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363180 | Total |
| Program Services | 361685 | ProgramServices |
| Fundraising | 1495 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673811 | Total |
| Program Services | 455194 | ProgramServices |
| Management And General | 186660 | ManagementAndGeneral |
| Fundraising | 31957 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201195 | Total |
| Management And General | 201195 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2392683 | Total |
| Program Services | 2238597 | ProgramServices |
| Management And General | 118930 | ManagementAndGeneral |
| Fundraising | 35156 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185035 | Total |
| Program Services | 156162 | ProgramServices |
| Management And General | 16334 | ManagementAndGeneral |
| Fundraising | 12539 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916802 | Total |
| Program Services | 791819 | ProgramServices |
| Management And General | 89254 | ManagementAndGeneral |
| Fundraising | 35729 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246587 | Total |
| Management And General | 246587 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3971955 | Total |
| Program Services | 3462337 | ProgramServices |
| Management And General | 465210 | ManagementAndGeneral |
| Fundraising | 44408 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282839 | Total |
| Program Services | 5291 | ProgramServices |
| Management And General | 277464 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Library materials | 408649 | 408649 |
| Gardens and grounds | 276737 | 276737 |
| Publications and Market | 198507 | 198507 |
| Public visitation | 179442 | 179442 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216369 | Total |
| Program Services | 266418 | ProgramServices |
| Management And General | -50093 | ManagementAndGeneral |
| Fundraising | 44 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22279249 | Total |
| Program Services | 17310865 | ProgramServices |
| Management And General | 4339316 | ManagementAndGeneral |
| Fundraising | 629068 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1649527 | BOY |
| EOY | 1230088 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4670607 | BOY |
| EOY | 3937554 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412693 | BOY |
| EOY | 296309 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344563 | BOY |
| EOY | 335191 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62608 | BOY |
| EOY | 209310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94967211 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62294215 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34932669 | BOY |
| EOY | 32672996 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115488119 | BOY |
| EOY | 130159026 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192744234 | BOY |
| EOY | 196930855 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886821 | BOY |
| EOY | 3429607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351191841 | BOY |
| EOY | 369200936 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2042828 | BOY |
| EOY | 1910709 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109515 | BOY |
| EOY | 181551 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4275000 | BOY |
| EOY | 4035000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6510919 | BOY |
| EOY | 6339490 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11205221 | BOY |
| EOY | 7500101 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24143483 | BOY |
| EOY | 19966851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276160162 | BOY |
| EOY | 294285829 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24153887 | BOY |
| EOY | 27014229 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26734309 | BOY |
| EOY | 27934027 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327048358 | BOY |
| EOY | 349234085 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351191841 | BOY |
| EOY | 369200936 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -4186357 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 26372084 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6046710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640487 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8219235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7820761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5979054 | CurrentTaxYear |
| Total | 32706247 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6046710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640487 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8219235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7820761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5979054 | CurrentTaxYear |
| Total | 32706247 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4365880 | AmountsSubstContributorsTotal |
| Public Support Total170 | 28340367 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5863075 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4645023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3688136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3429973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4355655 | CurrentTaxYear |
| Total | 21981862 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 54688109 | TotalSupport |
| Gross Receipts From Admissions Etc | 17606704 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.51820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.50800 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Digitize collections & records | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 311616930 | BeginningOfYearBalance |
| Contributions | 1199718 | Contributions |
| Investment Earnings Or Losses | 35369738 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 648520 | GrantsOrScholarships |
| Other Expenditures | 17429480 | OtherExpenditures |
| Administrative Expenses | 740745 | AdministrativeExpenses |
| End Of Year Balance | 329367641 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 331606281 | BeginningOfYearBalance |
| Contributions | 3405865 | Contributions |
| Investment Earnings Or Losses | -5867098 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 622034 | GrantsOrScholarships |
| Other Expenditures | 16126097 | OtherExpenditures |
| Administrative Expenses | 779987 | AdministrativeExpenses |
| End Of Year Balance | 311616930 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300886376 | BeginningOfYearBalance |
| Contributions | 3916976 | Contributions |
| Investment Earnings Or Losses | 55259968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 359561 | GrantsOrScholarships |
| Other Expenditures | 27136439 | OtherExpenditures |
| Administrative Expenses | 961039 | AdministrativeExpenses |
| End Of Year Balance | 331606281 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 284579194 | BeginningOfYearBalance |
| Contributions | 164852 | Contributions |
| Investment Earnings Or Losses | 35635149 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346652 | GrantsOrScholarships |
| Other Expenditures | 18372119 | OtherExpenditures |
| Administrative Expenses | 774048 | AdministrativeExpenses |
| End Of Year Balance | 300886376 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 367888107 | BeginningOfYearBalance |
| Contributions | 471454 | Contributions |
| Investment Earnings Or Losses | -64117573 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346342 | GrantsOrScholarships |
| Other Expenditures | 18467658 | OtherExpenditures |
| Administrative Expenses | 848794 | AdministrativeExpenses |
| End Of Year Balance | 284579194 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.84680 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08480 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06840 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6705791 | OtherCostOrOtherBasis |
| Book Value | 6705791 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78630062 | OtherCostOrOtherBasis |
| Depreciation | 54499928 | Depreciation |
| Book Value | 24130134 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9631358 | OtherCostOrOtherBasis |
| Depreciation | 7794287 | Depreciation |
| Book Value | 1837071 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32672996 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 79905385 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Endowment Cash | 5234462 | F |
| Limited Partnerships | 60523233 | F |
| Private Equity Funds | 33946748 | F |
| Other Mutual Funds | 17321027 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 196930855 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Construction in Process | 2877294 |
| Life Insurance Receivable | 450962 |
| Debt Issuance Cost | 101351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3429607 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued pension expense | $7,418,366 |
| Bond Interest Swap Liability | $81,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7500101 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 44667951 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 26372084 | NetUnrealizedGainsInvestments |
| Other Revenues | 943720 | OtherRevenues |
| Revenue Not Rptd F990 | 27315804 | RevenueNotRptdF990 |
| Revenue Subtotal | 17352147 | RevenueSubtotal |
| Investment Expenses Not Included | 740745 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 740745 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18092892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22482224 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 943720 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 943720 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21538504 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 740745 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 740745 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22279249 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 nearly 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 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 109,000 in FY2013. 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. | Description of Uncertain Tax Positions Under FIN 48: |
| Special Event Expenses 472,127. Cost of Goods Sold 471,593. | Part XI, Line 2d - Other Adjustments: | |
| Special Event Expenses 472,127. Cost of Goods Sold 471,593. | Part XII, Line 2d - Other Adjustments: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConducted |
| Total Expenditures | 6819771 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 6819771 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 6819771 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Point to Point Races | NameOfEvent1 |
| Gross Receipts Event1 | 441982 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 388153 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 53829 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 26897 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 217465 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Delaware Antiques Show | NameOfEvent2 |
| Gross Receipts Event2 | 354374 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 122424 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 231950 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 21655 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 84268 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 121842 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 796356 | GrossReceiptsTotal |
| Charitable Contributions Total | 510577 | CharitableContributionsTotal |
| Gross Revenue Total Events | 285779 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 21655 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 111165 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 339307 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 472127 | DirectExpenseSummaryEvents |
| Net Income Summary | -186348 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Winterthur Program in American Material Culture | 16 | 578327 |
| Research Fellowship | 33 | 83443 |
| NEH Fellowship | 2 | 35000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The only disbursements made to non-affiliated persons in furtherance of its mission and exempt purpose are to graduate students (Winterthur Program in American Material Culture and the Winterthur/University of Delaware Program in Art Conservation) and research fellows (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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr David P Roselle | ||||||||||||||
| Executive Director & Trustee | 254745 | 0 | 0 | 0 | 0 | 0 | 16250 | 0 | 9746 | 0 | 280741 | 0 | 0 | 0 |
| Mr Robert Necarsulmer | ||||||||||||||
| CFO and Treasurer | 164045 | 0 | 0 | 0 | 0 | 0 | 2426 | 0 | 5641 | 0 | 172112 | 0 | 0 | 0 |
| Mr Robert R Davis | ||||||||||||||
| Dir.-Development | 185728 | 0 | 0 | 0 | 0 | 0 | 12027 | 0 | 1011 | 0 | 198766 | 0 | 0 | 0 |
| Mr John Savage | ||||||||||||||
| Dir.-Museum Affairs | 147251 | 0 | 0 | 0 | 0 | 0 | 9589 | 0 | 6033 | 0 | 162873 | 0 | 0 | 0 |
| Ms Lisbeth Selsor | ||||||||||||||
| Dir.-Human Resources | 138629 | 0 | 0 | 0 | 0 | 0 | 4373 | 0 | 15087 | 0 | 158089 | 0 | 0 | 0 |
| Mr Brock Jobe | ||||||||||||||
| Professor | 138461 | 0 | 0 | 0 | 0 | 0 | 3475 | 0 | 11101 | 0 | 153037 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 510269736 | IssuerEIN |
| Date Issued | 2012-03-01 | DateIssued |
| Issue Price | 4335000 | IssuePrice |
| Description Of Purpose | Refinance Series 2002 Bond Issue | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 4335000 | TotalProceeds |
| Issuance Costs From Proceeds | 91606 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 4335000 | OtherSpentProceeds |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Bank NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedge |
| Superintegrated Hedge | 1 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| 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 is currently permitting Winterthur to use Residence #6 to house visiting scholars & associates. | 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. | 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 WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 87 | NumberOfContributions |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 449498 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 11 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Third Party Use: | Part I, Line 32b: | Winterthur uses a brokerage account with an unrelated financial institution to process non-cash contributions of stock. |
| Non Reporting of Revenue: | 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
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |