2013-11-14T14:54:32-06:00 2012-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2012-01-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 ANNE MUNSCH 9787459500 2013-11-13 1 CRAIG KLEIN P00734640 6177610600 2012 2016-02-25 16:41:14Z DAN L MONROE EAST INDIA SQUARE SALEM MA 019703783 186079173 0 X WWW.PEM.ORG X 1992 MA THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. 23 23 291 120 280991 -78047 43070420 76862150 3175864 2192101 5321604 4018957 1476466 1045535 53044354 84118743 0 0 0 0 10574020 10826413 0 0 2907451 22447311 25129489 33021331 35955902 20023023 48162841 380976385 463527376 37672447 40518853 343303938 423008523 X THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. 0 0 6242204 1649565 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 5302362 21069 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2330369 226150 EDUCATION: SEE SCHEDULE O. 862195 0 ACQUISITIONS: IN 2012, OVER 348 SIGNIFICANT AND BEAUTIFUL OBJECTS WERE ACQUIRED BY THE MUSEUM THROUGH PURCHASE OR GIFT. THE OBJECTS SPANNED MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS AND INCLUDED:- THIRTY-TWO PIECES OF AMERICAN ART - MOST NOTABLY THE GOSSIPS, AN OIL ON LINEN BY FREDERIC REMINGTON; A MAHOGANY QUARTER-CHIMING MUSICAL TALL CLOCK FROM THE PEIRCE-NICHOLS FAMILY; AND A FLOOR LENGTH VINTAGE FUR COAT FROM FASHION ICON IRIS APFEL.- ONE HUNDRED NINETY-EIGHT IMPORTANT PIECES FOR THE ASIAN EXPORT ART COLLECTION, INCLUDING THE VELDMAN-EECEN COLLECTION OF DUTCH-MARKET, INDIAN AND EUROPEAN TEXTILES.- EIGHT CHINESE OBJECTS INCLUDING PURELAND MIST, AN INK AND COLOR ON PAPER BY LI HUAYI.- TWO CONTEMPORARY WORKS, BOTH OF WHICH HAD BEEN FEATURED IN EXHIBITIONS ORGANIZED BY PEM - PETER HUTTON'S 16 MM FILM, AT SEA, AND AN EIGHT CHANNEL SOUND INSTALLATION BY SUSAN PHILIPSZ ENTITLED IF I WITH YOU WOULD GO.- TWELVE PIECES FOR THE MARITIME ART COLLECTION PROMINENT AMONG WHICH IS AN OIL PAINTING BY DUNCAN MCFARLANCE, PACKET JOHN ELLIOT THAYER ARRIVING OFF PRINCE'S DOCK, 185, AND TWO GOUACHE ON PAPER PAINTINGS BY GEORGE ROPES DEPICTING THE ENGAGEMENT BETWEEN THE CONSTITUTION AND THE HMS JAVA.- ELEVEN WORKS FOR THE NATIVE AMERICAN ART COLLECTION, INCLUDING A 2005 DIPTYCH, LA PRIMAVERA, BY KAY WALKINGSTICK; AND A MARIONETTE BY ARMOND LARA, DEER DANCER.- SEVENTY-ONE OBJECTS FOR THE PHOTOGRAPHY COLLECTION, INCLUDING THREE WORKS BY MARIANNE MUELLER - TWO GELATIN SILVER PRINTS, UNTITLED (MAN WITH PLASTIC BAGS, LONDON) AND UNTITLED (STILL LIFE WITH CIRCLES), AND A FULL HD VIDEO, PORTRAIT (CARRIE BUCKLES); THE LATTER HAD APPEARED IN PEM'S EXHIBITION OF MUELLER'S WORK.- FOURTEEN ACQUISITIONS FOR THE SOUTH ASIAN AND KOREAN ART COLLECTION WHICH INCLUDED ONE INDIAN PECHWAI (PAINTING ON CLOTH) AND ELEVEN COTTON AND SILK SARIS FROM THE 1960S.IN ADDITION TO THE MUSEUM'S MANY EXCITING NEW ADDITIONS, THE PHILLIPS LIBRARY CONTINUED TO ACQUIRE IMPORTANT RARE BOOKS, PAPERS, PRINTS, AND PHOTOGRAPHS - MORE THAN 400 NEW ITEMS IN ALL DURING 2012. 1533017 0 MEMBERSHIP AND GUEST SERVICES 2742504 0 0 PUBLIC INFORMATION & CREATIVE SERVICES 945133 0 0 MEDIA SERVICES 1273087 0 877539 ENTERPRISES 6710923 0 EXPANSION PROJECT 14066859 877539 27941794 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 80 0 1 291 1 1 1 1 VI CJ 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ANNE MUNSCH 9787459500 PEABODY ESSEX MUSEUM EAST INDIA SALEM MA 019703783 ALFRED CHANDLER III 1.00 X 0 0 0 C FRANKLIN SAYRE 1.00 X 0 0 0 C RICHARD CARLSON 2.00 X X 0 0 0 CARLA HERWITZ 2.00 X X 0 0 0 CARTER HARRISON 1.00 X 0 0 0 D THOMAS HEALEY JR 1.00 X 0 0 0 GAIL VON METZSCH 1.00 X 0 0 0 GEORGE PUTNAM 1.00 X 0 0 0 JAMES HAWKES 1.00 X 0 0 0 JEFFREY RAYPORT 1.00 X 0 0 0 JOHN PARKER 1.00 X 0 0 0 KIM SMITH GUERSTER 1.00 X 0 0 0 MARTHA CHAYET 1.00 X 0 0 0 NANCY TIEKEN 1.00 X 0 0 0 ROBERT SHAPIRO 3.00 X X 0 0 0 ROSE-MARIE VAN OTTERLOO 2.00 X X 0 0 0 SAMIR DESAI 1.00 X 0 0 0 SAMUEL BYRNE 3.00 X X 0 0 0 SEAN HEALEY 3.00 X X 0 0 0 STUART PRATT 2.00 X X 0 0 0 TIMOTHY INGRAHAM 2.00 X X 0 0 0 TINA AMBANI 1.00 X 0 0 0 PATRICIA FAE HO 1.00 X 0 0 0 ANNE MUNSCH 40.00 X 197914 0 20338 JOSHUA BASSECHES 40.00 X 402094 0 40351 DAN MONROE 40.00 X 668419 0 47343 LYNDA ROSCOE HARTIGAN 40.00 X 215272 0 48925 SUSAN LAWRENCE 40.00 X 133248 0 32320 ROBERT MONK 40.00 X 161251 0 33599 MONICA MACKEY 40.00 X 211425 0 4581 HOWARD J FINNEY 40.00 X 206420 0 48282 CHRISTOPHER REASKE 40.00 X 272338 0 16095 2468381 0 291834 22 0 1 0 CBT 110 CANAL STREET BOSTON MA 02114 ARCHITECTURAL SERVICES 3546533 RICK MATHER ARCHITECTS 123 CAMDEN HIGH STREET LONDON UK ARCHITECTURAL SERVICES 3501915 ROUX ASSOCIATES INC 209 SHAFTER STREET ISLANDIA NY 11749 ENVIRONMENTAL SERVICES 522396 SCHWARTZSILVER ARCHITECTS INC 75 KNEELAND STREET BOSTON MA 02111 ARCHITECTURAL SERVICES 369289 NEPC LLC ONE MAIN STREET CAMBRIDGE MA 02142 INVESTMENT SERVICES 233731 16 847169 202070 326833 75486078 462852 76862150 ADMISSIONS 900099 1379092 1379092 FUNCTIONS 900099 295317 295317 EDUCATION PROGRAM REV. 900099 226150 226150 TRAVELING EXHIBITIONS 900099 203753 203753 OTHER PROGRAM REVENUE 900099 87789 87789 2192101 3472472 -29487 3501959 8568 8568 79628 22946 56682 56682 56682 101476346 100929861 546485 546485 546485 67200 202070 170533 -103333 -103333 1642050 837090 804960 494482 310478 MISC INVESTMENT INCOME 900099 173359 173359 INSURANCE RECOVERIES 900099 17559 17559 87740 87740 278658 84118743 2774323 280991 4201279 1640656 642237 618416 380003 7436367 5090120 773103 1573144 727492 459429 111525 156538 294676 150957 121756 21963 727222 459258 111484 156480 73826 390 73436 106220 106220 1298202 877651 326386 94165 632302 632302 917284 530989 312812 73483 3902417 3015748 798002 88667 522780 297867 165175 59738 1432500 1418668 13832 4858512 3725746 1019489 113277 285773 285773 EXPANSION PROJECT EXP. 6710923 6710923 EXHIBITIONS 2399237 2399237 COLLECTION ACQUISITIONS 862195 862195 HOSPITALITY 486766 180811 119651 186304 640552 487266 149597 3689 35955902 27941794 5106657 2907451 55415 46495 2104917 1797856 10908877 6854225 116460 79208 197316 256064 712429 694669 1149714 663165 134704978 49021481 76542354 85683497 254804525 333134550 27312351 26728068 7072027 7589579 380976385 463527376 1971299 6363782 427806 454578 30310000 29160000 750000 3230240 4213342 1310253 37672447 40518853 X 79648077 93126942 66173726 116346533 197482135 213535048 343303938 423008523 380976385 463527376 X 48162841 30627127 914617 X 0 1 X 1 1 1 X 17633022 24532780 87381774 43070420 76862150 249480146 17633022 24532780 87381774 43070420 76862150 249480146 163401496 86078650 6533664 3516750 2769911 3620253 3734027 20174605 708 708 105284 87176 115395 81350 67200 456405 270111864 19066598 0.31870 0.30270 X PURSUANT TO TREASURY REGULATION 1.170A-9(F)(3), THE ORGANIZATION SHOULD BE CONSIDERED A PUBLICLY SUPPORTED ORGANIZATION BECAUSE IT MEETS THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED BELOW.TEN-PERCENT-OF-SUPPORT REQUIREMENT: PEABODY ESSEX MUSEUM (SOMETIMES REFERRED TO AS "PEM") SATISFIES THIS REQUIREMENT BECAUSE THE PERCENTAGE OF SUPPORT RECEIVED FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EXCEEDS 10% OF TOTAL SUPPORT. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT: THE PEABODY ESSEX MUSEUM IS AND HAS ALWAYS BEEN ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND BROAD-BASED PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. A STAFF OF SEVENTEEN DEVELOPMENT PROFESSIONALS IS RESPONSIBLE FOR CONDUCTING EXTENSIVE AND VARIED FORMS OF FUNDRAISING DESIGNED TO ATTRACT SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL ENTITIES, CORPORATIONS AND FOUNDATIONS. THE ACTIVITIES CONDUCTED INCLUDE SOLICITATIONS COMMUNICATED THROUGH VARIOUS MEANS - EMAIL, MAIL, PHONE AND IN-PERSON. FUNDRAISING EVENTS ARE CONDUCTED TO GENERATE ANNUAL SUPPORT AS WELL AS TO FOSTER RELATIONSHIPS THAT LEAD TO FUTURE GIVING. THE INSTITUTIONAL GIVING STAFF IS RESPONSIBLE FOR SEEKING SUPPORT FOR THE MUSEUM'S MAJOR PROGRAMMATIC EFFORTS BY PRODUCING GRANT PROPOSALS DIRECTED TO BOTH GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. ACROSS ALL OF THESE FUNDRAISING AREAS, MORE THAN 56,000 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2012, RESULTING IN MORE THAN 9,300 GIFTS COMING FROM 8,200 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR: THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2012 IS 31.87%, WHICH IS WELL ABOVE THE 10% TEST THRESHOLD. AS THE MUSEUM IS CURRENTLY IN THE MIDST OF A MAJOR CAPITAL CAMPAIGN, INDIVIDUAL SOLICITATIONS AND GIFTS TEND TO BE LARGER THAN WOULD BE EXPECTED DURING A NON-CAMPAIGN PERIOD WITH THE RESULTING IMPACT OF LOWERING THE PUBLIC SUPPORT PERCENTAGE. 2. SOURCES OF SUPPORT FACTOR: THE COLLECTIONS OF THE PEABODY ESSEX MUSEUM HAVE BEEN PUBLICLY ACCESSIBLE FOR 213 YEARS, WHICH RANKS IT AMONG THE FIRST AMERICAN MUSEUMS TO HAVE SUCH A PUBLIC MANDATE. THE PEABODY ESSEX MUSEUM TRACES ITS ORIGINS TO 1799 WHEN A GROUP OF SALEM-BASED, INTERNATIONAL, SEA-GOING BUSINESS LEADERS WERE AMONG THE FIRST AMERICANS TO DEVELOP TRADING RELATIONSHIPS WITH COUNTRIES IN ASIA, AFRICA, OCEANIA AND BEYOND. THESE EARLY AMERICAN ENTREPRENEURS BROUGHT BACK MAGNIFICENT ART AND ARTIFACTS FROM THE CULTURES THEY ENCOUNTERED AND WERE EAGER TO SHARE WHAT THEY HAD DISCOVERED WITH THE LARGER PUBLIC. ALTHOUGH MORE THAN 200 YEARS HAVE PASSED, THE MUSEUM'S COMMITMENT TO SERVING THE INTERESTS OF THE GENERAL PUBLIC IS AS STRONG AS EVER. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND AND ENCOMPASS AN UNRIVALED SPECTRUM OF CULTURES AND GENRE, INCLUDING AMERICAN ART AND ARCHITECTURE, AMERICAN DECORATIVE ART, MARITIME ART, NATIVE AMERICAN ART, ASIAN ART AND ARCHITECTURE, ASIAN EXPORT ART, AFRICAN ART, OCEANIC ART, PHOTOGRAPHY AND CONTEMPORARY ART. IN ADDITION, THE MUSEUM OPERATES THE PHILLIPS LIBRARY, ONE OF THE NATION'S MOST IMPORTANT MUSEUM-BASED COLLECTIONS OF RARE BOOKS AND MANUSCRIPTS. THE BREADTH OF THE MUSEUM'S COLLECTIONS AND OFFERINGS IS UNQUESTIONABLY VARIED, SO THAT IT IS CAPABLE OF APPEALING TO A WIDE VARIETY OF INTERESTS, WHICH IN TURN HELPS TO BUILD ATTENDANCE, COMMUNITY PARTICIPATION, COMMITMENT AND PHILANTHROPIC SUPPORT. IN RECENT YEARS, THE MUSEUM HAS CONTINUED TO EXPAND ITS FIELDS OF INTEREST; FOR EXAMPLE, CONTEMPORARY ART WAS ADDED AS NEW CURATORIAL DEPARTMENT IN 2009. CONTEMPORARY ART, IN PARTICULAR, IS ONE AVENUE FOR ENGAGING YOUNGER PEOPLE, THEREBY HELPING TO DEVELOP THE NEXT GENERATION OF INSTITUTIONAL LEADERS AND SUPPORTERS. BY EXPANDING THE PROGRAMMATIC SCOPE, THE MUSEUM HAS DEMONSTRATED ITS COMMITMENT TO PROVIDING OPPORTUNITIES FOR CONNECTING WITH A LARGER NUMBER OF PEOPLE, RATHER THAN LIMITING ITS APPEAL TO A FEW. AS NOTED PREVIOUSLY, THE MUSEUM RECEIVED SUPPORT FROM APPROXIMATELY 8,200 DIFFERENT DONORS DURING 2012. 3. REPRESENTATIVE GOVERNING BODY FACTOR: DURING 2012, 25 INDIVIDUALS SERVED ON PEM'S BOARD OF TRUSTEES. ALL OF THE TRUSTEES ARE INDEPENDENT VOTING MEMBERS AND REPRESENT A BROAD CROSS-SECTION OF VIEWS AND INTERESTS. AMONG THE MUSEUM'S TRUSTEES ARE INDIVIDUALS REPRESENTING DIFFERENT COMMUNITIES, FROM A LOCAL COMMUNITY LEADER IN SALEM TO REPRESENTATIVES OF THE INDIAN COMMUNITIES, BOTH IN THE UNITED STATES AND IN INDIA. PEM'S BOARD INCLUDES INDIVIDUALS WHO ARE THEMSELVES COLLECTORS AND/OR EXPERTS IN DIFFERENT AREAS OF ART, INCLUDING JAPANESE ART, RARE LIBRARY MATERIALS, AND DUTCH AND FLEMISH ART. TWO TRUSTEES HAVE BEEN INVOLVED DIRECTLY IN OPERATING MUSEUMS - ONE AS A FORMER CURATOR AND ONE WHO OVERSEES A MUSEUM FOR CONTEMPORARY ART. SEVERAL MEMBERS OF THE MUSEUM'S BOARD HAVE INTERESTS AND EXPERIENCE WITHIN THE FIELD OF EDUCATION, INCLUDING THE CURRENT NATIONAL PRESIDENT OF THE AMERICAN ASSOCIATION OF UNIVERSITY WOMEN, A FORMER UNIVERSITY EDUCATOR, A MUSEUM DOCENT, AND AN INDIVIDUAL RESPONSIBLE FOR ESTABLISHING AND OPERATING A FOUNDATION DEVOTED TO SUPPORTING K-12 EDUCATIONAL INITIATIVES. VARIOUS AREAS OF TECHNICAL EXPERTISE ARE ALSO REPRESENTED BY NUMEROUS BOARD MEMBERS, INCLUDING SPECIALIZED KNOWLEDGE OF REAL ESTATE, BUSINESS, JOURNALISM, LAW, INVESTING, LAND PROTECTION AND PRESERVATION. 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR: DURING 2012, THE PEABODY ESSEX MUSEUM REPORTED ALMOST 238,000 ON-SITE VISITORS, COMING FROM BOTH THE LOCAL COMMUNITY AND FROM AROUND THE WORLD. THE MAIN MUSEUM GALLERIES ARE OPEN TO THE PUBLIC SIX DAYS PER WEEK, WHICH REPRESENTS ALMOST 2,200 HOURS ANNUALLY DURING WHICH THE PUBLIC HAS ACCESS TO THE VARIOUS COLLECTIONS AND PROGRAMS THAT ARE OFFERED. TO ENCOURAGE ENGAGEMENT WITH THE LOCAL COMMUNITY AND WITH STUDENTS, ADMISSION IS FREE FOR RESIDENTS OF SALEM, MASSACHUSETTS AND FOR YOUTH UNDER THE AGE OF SEVENTEEN. THE MUSEUM'S CAMPUS ALSO INCLUDES NUMEROUS PARKS AND GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, THE ONLY EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PEM'S PHILLIPS LIBRARY, WHICH IS ONE OF THE OLDEST AND LARGEST RESEARCH LIBRARIES IN NEW ENGLAND, IS ALSO AVAILABLE TO THE GENERAL PUBLIC, SCHOLARS AND RESEARCHERS. ACROSS THE CAMPUS, THERE IS 123,000 SQUARE FEET OF PUBLIC EXHIBITION SPACE FOR USE IN DISPLAYING AND INTERPRETING THE MUSEUM'S VAST COLLECTIONS AND FOR PRESENTING CHANGING EXHIBITIONS, OF WHICH THERE WERE NINE OPENED DURING 2012. ANNUALLY, THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION CONDUCTS HUNDREDS OF PROGRAMS DESIGNED TO ADVANCE ARTS LEARNING AND APPRECIATION. ALTHOUGH THESE PROGRAMS ARE DELIVERED IN MANY SPACES THROUGHOUT THE CAMPUS, THE MUSEUM HAS DEDICATED 13,000 SQUARE FEET SPECIFICALLY FOR THESE PURPOSES. THE WIDE ARRAY OF PROGRAMS OFFERED IS DESIGNED TO ATTRACT AND ENGAGE VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES AND NEEDS. IN AN EFFORT TO ENSURE THAT A BROAD AUDIENCE IS SERVED, THE MUSEUM FOCUSES ON SEVERAL BROAD AUDIENCE CATEGORIES: K-12 STUDENTS, TEACHERS, FAMILIES AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION B, LINE 10, OTHER INCOME: AMOUNTS REPORTED ON SCHEDULE A, PART II, LINE 10 ARE THE QUID PRO QUO PORTION OF FUNDRAISING REVENUE AS REPORTED ON FORM 990, PART VIII, LINE 8A. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 239807843 19542617 30566966 7640502 282276924 196986297 54896241 -5734170 6340525 239807843 143779149 42258108 16850095 5000 5896055 196986297 117052262 12225902 19984970 5000 5478985 143779149 136939972 13652230 -29026170 5000 4508770 117052262 0.03770 0.73100 0.23130 0 0 1725919 1725919 102321786 36239289 66082497 12550595 11878515 672080 18106678 903677 17203001 85683497 CEVIAN CAPITAL FUND II (CLASS A) 2997201 F CLOUGH OFFSHORE 514213 F COLLER INTERNATIONAL PARTNERS VI 1144110 F EIG GLOBAL ENERGY PARTNERS FUND XV 1941155 F INDUSTRY VENTURES FUND VI, L.P. 1787896 F MARATHON EUROPEAN CREDIT OPPORTUNITY FUND 1950667 F PERRY INTERN'L 3461325 F PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND IV, L.P. 788950 F REALTY ASSOC. ADV. 3375484 F SIGULER GUFF CAPITAL PARTNERS VLLI V LLC 942212 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV 1697212 F SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND 2823133 F STANDARD PACIFIC CAPITAL OFFSHORE FUND LTD. (CLASS A SERIES C) 685198 F TRICADIA CREDIT STRATEGIES, LTD. 1268827 F VISTA EQUITY PARTNERS FUND IV, L.P. 1350485 F 26728068 ENVIRONMENTAL REMEDIATION LIABILITY 20604 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 1161621 OBLIGATION UNDER LEASE 128028 1310253 X 116691056 30627127 1945186 32572313 84118743 0 84118743 36986471 1030569 1030569 35955902 0 35955902 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE PEABODY ESSEX MUSEUM (THE MUSEUM) PRESENTS ART AND CULTURE FROM NEW ENGLAND AND AROUND THE WORLD. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND, SHOWCASING AN UNRIVALED SPECTRUM OF AMERICAN ART AND ARCHITECTURE (INCLUDING FOUR NATIONAL HISTORIC LANDMARK BUILDINGS) AND OUTSTANDING ASIAN, ASIAN EXPORT, NATIVE AMERICAN, AFRICAN, OCEANIC, MARITIME, CONTEMPORARY AND PHOTOGRAPHY COLLECTIONS. IN ADDITION TO ITS VAST COLLECTIONS, THE MUSEUM OFFERS A VIBRANT SCHEDULE OF CHANGING EXHIBITIONS AND A HANDS-ON EDUCATION CENTER. THE MUSEUM CAMPUS FEATURES PARKS, PERIOD GARDENS, AND 22 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOUSE THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 837,090. BUILDING RENTAL EXPENSES 22,946. SPECIAL EVENT EXPENSES 170,533. CHANGE IN VALUE OF INTEREST RATE SWAP 533,235. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 381,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 837,090. BUILDING RENTAL EXPENSES 22,946. SPECIAL EVENT EXPENSES 170,533. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 63150637 0 0 0 0 0 0 63150637 0 63150637 1 0 1 1 1 0 ANNUAL GALA 269270 202070 67200 36943 69491 13741 50358 269270 202070 67200 36943 69491 13741 50358 170533 -103333 X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 ANNE MUNSCH 197914 0 0 0 0 0 12100 0 8238 0 218252 0 0 0 JOSHUA BASSECHES 402094 0 0 0 0 0 15000 0 25351 0 442445 0 0 0 DAN MONROE 643993 0 0 0 24426 0 33750 0 13593 0 715762 0 0 0 LYNDA ROSCOE HARTIGAN 215272 0 0 0 0 0 26890 0 22035 0 264197 0 0 0 SUSAN LAWRENCE 133248 0 0 0 0 0 18727 0 13593 0 165568 0 0 0 ROBERT MONK 161251 0 0 0 0 0 20006 0 13593 0 194850 0 0 0 MONICA MACKEY 200024 0 0 0 11401 0 0 0 4581 0 216006 0 0 0 HOWARD J FINNEY 206420 0 0 0 0 0 22931 0 25351 0 254702 0 0 0 CHRISTOPHER REASKE 272338 0 0 0 0 0 15000 0 1095 0 288433 0 0 0 PART I, LINE 1A EXECUTIVE DIRECTOR TRAVEL PLANS FOR EACH YEAR ARE REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD OF DIRECTORS BEFORE ANY TRAVEL IS UNDERTAKEN. THESE AMOUNTS CAN AND OFTEN DO INCLUDE SPOUSAL TRAVEL FOR THE EXECUTIVE DIRECTOR'S WIFE. ALL AMOUNTS FOR SPOUSAL TRAVEL ARE REFLECTED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. A TAX GROSS-UP PAYMENT (ALSO INCLUDED IN TAXABLE COMPENSATION) IS MADE IN THE SUBSEQUENT YEAR. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-11-08 29160000 REFUND 2002 ISSUE 0 0 0 A 29160000 190379 28969621 2003 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 1 A 1 DAN MONROE EXECUTIVE DIRECTOR OF THE ORGANIZATION MORTGAGE LOAN X 200000 197316 0 1 1 DAN MONROE EXECUTIVE DIRECTOR OF THE ORGANIZATION PROMISSORY NOTE X 58748 58748 0 1 1 256064 X 348 COLL. OBJ. NOT VALUED X COLL. OBJ. NOT VALUED X 40 462852 AVG. HIGH/LOW ON VALUE 4 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EXHIBITIONS AND PUBLICATIONS: DUE IN LARGE PART TO ITS MANY POPULAR EXHIBITIONS, THE MUSEUM CONCLUDED ANOTHER SUCCESSFUL YEAR, PRESENTING EXCELLENT AND DYNAMIC EXAMPLES OF ART AND CULTURE TO APPROXIMATELY 438,000 PEOPLE DURING 2012 - 238,000 ON-SITE VISITORS IN SALEM AND APPROXIMATELY 200,000 PEOPLE WHO ATTENDED PEM-ORGANIZED EXHIBITIONS PRESENTED AT OTHER VENUES. APPROXIMATELY ONE-FIFTH OF GENERAL ADMISSION VISITORS ALSO VISITED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOUSE OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. THE MUSEUM'S 2012 EXHIBITION CALENDAR INCLUDED MANY STYLES AND SOURCES OF ART AND CULTURE. THE MUSEUM OPENED NINE NEW SPECIAL EXHIBITIONS IN 2012 AND CONTINUED FOUR SHOWS THAT OPENED IN 2011, INCLUDING: - FREEPORT NO. 2: MARIANNE MUELLER "ANY HOUSE IS A HOME" (MARCH 26, 2011 THROUGH MARCH 4, 2012): SINCE HER EARLY TWENTIES, SWISS ARTIST MARIANNE MUELLER HAS BEEN MAKING A PHOTOGRAPHIC ARCHIVE OF HER LIFE COMPRISED OF TENS OF THOUSANDS OF PHOTOGRAPHS, EACH REPRESENTING A MOMENT OF EXPERIENCE OR REVELATION. IN HER ART, MUELLER COMBINES SEEMINGLY UNRELATED IMAGERY FROM HER ARCHIVE IN PROVOCATIVE WAYS. THIS INSTALLATION COMBINED HER PHOTOGRAPHS WITH SELECTIONS FROM PEM'S COLLECTION OF PHOTOGRAPHS AND AMERICAN DECORATIVE ARTS. MUELLER IS A LEADING FIGURE IN EUROPEAN PHOTOGRAPHY, AND THIS EXHIBITION REPRESENTED HER AMERICAN MUSEUM DEBUT. - RIPPLE EFFECT, THE ART OF H2O (JUNE 18, 2011 THROUGH JULY 8, 2012): WATER SERVES AS INSPIRATION, CREATIVE MATERIAL AND METAPHOR FOR LIFE. WATER IN ITS DIFFERENT STATES (AS A GAS, A LIQUID, AND A SOLID) HAS UNIQUE PROPERTIES FOR ARTISTIC EXPLORATION. WE, AS HUMANS, ARE MADE UP OF IT AND EVOLVED OUT OF IT. WITHOUT WATER, LIFE COULD NOT EXIST, AND THE AVAILABILITY OF CLEAN FRESHWATER IS AN INCREASINGLY LIMITED RESOURCE. WARS HAVE ALREADY BEEN FOUGHT OVER WATER AND CREDIBLE AUTHORITIES ASSERT WORLD DEMAND FOR IT WILL EXCEED SUPPLY BY OVER 50% IN JUST 15 YEARS. THROUGH ARTWORK AND VARIED INTERACTIVE EXPERIENCES, VISITORS ENCOUNTERED WATER IN ITS DIFFERENT STATES, DISCOVERING ITS ALLURE TO ARTISTS, ITS REMARKABLE PROPERTIES, AND ITS INCREASING VULNERABILITY. - FREEPORT NO. 4: PETER HUTTON "AT SEA" (JULY 30, 2011 THROUGH JULY 2012): A FILM MAKER AND MERCHANT SEAMAN, PETER HUTTON HAS SPENT NEARLY 40 YEARS VOYAGING AROUND THE WORLD, OFTEN BY CARGO SHIP. HE CREATES MEDITATIVE, LUMINOUSLY PHOTOGRAPHED FILM STUDIES OF PLACES-FROM THE YANGTZE RIVER TO THE POLISH INDUSTRIAL CITY OF LODZ, AND FROM THE FJORD VALLEY AND COASTLINE OF NORTHERN ICELAND TO THE SHIP GRAVEYARD ON THE BANGLADESHI SHORE. HIS BACKGROUND IN MARITIME SERVICE AND THE ART AND LITERATURE OF SEAFARING, AS WELL AS EASTERN AND WESTERN PAINTERLY TRADITIONS, INSPIRE HIS WORK. THE CENTERPIECE OF THIS EXHIBITION-HIS FILM AT SEA (2007)-DEPICTS THE LIFE CYCLE OF A CONTAINER SHIP FROM MECHANIZED CONSTRUCTION IN MODERN KOREAN SHIPYARDS, ITS JOURNEY ACROSS THE ATLANTIC, TO ITS DEMISE VIA SHIP BREAKERS IN BANGLADESH. THE TITLE OF THE FILM EVOKES A LOSS OF PERSPECTIVE, A METAPHOR BORN OF THE EXPERIENCE OF THE WAY A SEA JOURNEY STRIPS US OF OUR USUAL MEASURES OF SCALE, TIME AND DISTANCE, SOMETHING THAT MARITIME ARTISTS HAVE LONG STRUGGLED TO DEPICT. THE FILM'S SHIFTS IN SCALE RESONATED WITH A COMPARISON INSTALLATION OF MODELS BUILT EITHER AS PHYSICAL EMBODIMENTS OF A SHIP'S DESIGN OR AS TESTAMENTS TO A VESSEL. THESE FULL AND HALF-HULL SHIP MODELS WERE DRAWN FROM THE PEABODY ESSEX MUSEUM'S WORLD-RENOWNED COLLECTION OF MARITIME ART. - UNBOUND, HIGHLIGHTS FROM THE PHILLIPS LIBRARY COLLECTION (NOVEMBER 12, 2011 THROUGH JULY 15, 2012): THE FOUNDERS OF THE PHILLIPS LIBRARY AT PEM WERE BIBLIOPHILES WHO AMASSED ONE OF THE GREAT COLLECTIONS IN THE WORLD. THEY WERE ALSO THE FOUNDERS OF THE EAST INDIA MARINE SOCIETY, WHOSE DESIRE TO GATHER DIVERSE OBJECTS FROM THE NORTHWEST COAST OF AMERICA, ASIA AND ELSEWHERE LED TO TODAY'S PEABODY ESSEX MUSEUM. THIS EXHIBITION REPRESENTED THE FIRST TIME THAT WORKS OF ART AND CULTURE FROM THE LIBRARY WERE ON VIEW. THE THREE-DOZEN WORKS PRESENTED ARE CONSIDERED TO BE AMONG THE PHILLIPS LIBRARY'S MOST APPEALING, BEAUTIFUL AND HISTORICALLY SIGNIFICANT. THE RANGE OF OBJECTS DEFIED CATEGORIZATION - FRAGILE PEEPAL LEAVES PAINTED WITH BIRDS, A HAND-DRAWN ANTISLAVERY MAP WITH COMMENTARY, EXQUISITE SAMPLES OF HANDMADE FRENCH LACE, A SIGNED FIRST EDITION OF NATHANIEL HAWTHORNE'S SCARLET LETTER AND MUCH MORE. - SHAPESHIFTING: TRANSFORMATIONS IN NATIVE AMERICAN ART (JANUARY 14, 2012 THROUGH APRIL 29, 2012): APPROXIMATELY 77 WORKS IN A WIDE RANGE OF MEDIA AND GENRES FROM PRIVATE AND PUBLIC COLLECTIONS WORLDWIDE WERE PRESENTED IN THIS UNPRECEDENTED EXPLORATION OF NATIVE AMERICAN ART. SHAPESHIFTING MADE THEMATIC CONNECTIONS BETWEEN PEOPLE, ART TRADITIONS, AND CULTURES, PRESENTING THE CONTINUOUS CREATIVE OUTPUT OF NATIVE ARTISTS AMIDST TUMULTUOUS SOCIAL AND POLITICAL CHANGES ON A GLOBAL SCALE. INTEGRATING HISTORIC AND CONTEMPORARY EXAMPLES, THIS EXHIBITION TRANSCENDED THE BOUNDARIES OF TIME, GEOGRAPHY, MATERIALS, AND TECHNIQUES IN ITS EXAMINATION OF KEY ASSUMPTIONS AND FRESH PERSPECTIVES RELATED TO NATIVE AMERICAN ART. PEM CO-PUBLISHED A MULTI-AUTHOR BOOK WITH YALE UNIVERSITY PRESS TO ACCOMPANY THE EXHIBITION. - THE MIND'S EYE: 50 YEARS OF PHOTOGRAPHY BY JERRY UELSMANN (FEBRUARY 11, 2012 THROUGH JULY 15, 2012): JERRY UELSMANN IS WIDELY ACKNOWLEDGED AS ONE OF THE PIONEERS OF EXPERIMENTAL PHOTOGRAPHY AND HAS EVEN BEEN DESCRIBED AS THE "FATHER OF PHOTOSHOP". UELSMANN'S PHOTOGRAPHS HAVE BEEN LIKENED TO DREAMS, BASED ON HIS COMBINATIONS OF NEGATIVES IN THE DARKROOM TO MAKE PHOTOGRAPHS THAT ARE PRODUCTS OF HIS IMAGINATION. THIS FIRST RETROSPECTIVE OF UELSMANN'S WORK IN MORE THAN THIRTY YEARS BROUGHT TOGETHER THE FINEST KNOWN VINTAGE PRINTS FROM THE ARTIST'S STUDIO COLLECTION. THE EXHIBITION ALSO TRAVELED TO TWO OTHER VENUES, THE HARN MUSEUM AND THE MICHENER MUSEUM. - FREEPORT [NO. 005]: MICHAEL LIN (MARCH 24, 2012 THROUGH JUNE 27, 2013): TAIWANESE ARTIST MICHAEL LIN IS WELL-KNOWN INTERNATIONALLY FOR PAINTING VAST, BOLD DESIGNS ON SOBER ARCHITECTURAL SETTINGS, INTERVENTIONS THAT INJECTED A VIBRANT SENSE OF PLAY. AT PEM LIN SPOTLIGHTS THE MUSEUM'S RENOWNED COLLECTION OF ASIAN EXPORT ART BY CREATING A SPRAWLING MURAL OF ORIGINAL ARMORIAL AND HERALDIC MOTIFS THAT CLIMB UP THE WALLS OF THE MELLON STAIRCASE AND ALONG THE FLOOR OF THE EXPORT SILVER GALLERIES. TO ANIMATE THE HISTORY OF TRADE BETWEEN CHINA AND THE WEST, LIN ALSO CREATED A LARGE-SCALE INSTALLATION COMPRISED OF HUNDREDS OF REPLICAS OF PEM'S MR. NOBODY, ONE OF THE FIRST REPRESENTATIONS OF A EUROPEAN GENTLEMAN IN CHINESE PORCELAIN. - NATURAL HISTORIES: PHOTOGRAPHS BY BARBARA BOSWORTH (APRIL 14, 2012 THROUGH MARCH 31, 2013): THIS EXHIBITION PRESENTED BOSWORTH'S BLACK-AND-WHITE PHOTOGRAPHS OF HER FAMILY AND HER CHILDHOOD HOME IN NOVELTY, OHIO. FEATURING THE OLDEST AND YOUNGEST MEMBERS OF THE FAMILY, THESE TOUCHING IMAGES EXPLORE THE JOY OF YOUTH AND THE WISTFULNESS OF AGING, THE NATURE OF MEMORY AND THE PASSAGE OF TIME. MOST OF THE PHOTOGRAPHS WERE DISPLAYED FOR THE FIRST TIME IN THIS EXHIBITION DUE TO THEIR PERSONAL NATURE FOR THE ARTIST. ONE OF THE MOST INFLUENTIAL PHOTOGRAPHERS IN THE BOSTON AREA AND INTERNATIONALLY RENOWNED, BOSWORTH IS A VETERAN OF NUMEROUS MONOGRAPHIC EXHIBITIONS; HOWEVER, THIS WAS HER FIRST MAJOR MUSEUM EXHIBITION IN THE BOSTON AREA. - ANSEL ADAMS: AT THE WATER'S EDGE (JUNE 9, 2012 THROUGH OCTOBER 8, 2012): ANSEL ADAMS IS THE MOST POPULAR, AND ARGUABLY THE MOST INFLUENTIAL AMERICAN PHOTOGRAPHER. A LONG-TIME RESIDENT OF CARMEL, CALIFORNIA, ADAMS PHOTOGRAPHED THE CALIFORNIA COASTLINE THROUGHOUT HIS CAREER, CREATING BEAUTIFUL AND EVOCATIVE PHOTOGRAPHS OF THE JUNCTIONS BETWEEN LAND AND WATER. SEVERAL OF THESE, SUCH AS THE FAMOUS "SURF SEQUENCE" SERIES OF 1936-40, ARE WIDELY ACKNOWLEDGED AS MASTERPIECES OF ADAMS'S ART. HOWEVER, BECAUSE THEY ARE SO UNLIKE THE MOUNTAIN LANDSCAPES FOR WHICH HE IS BEST KNOWN, THEY ARE LARGELY OVERLOOKED. THIS EXHIBITION BROUGHT TOGETHER FOR THE FIRST TIME HIS PICTURES OF WATER IN DIVERSE FORMS AT A RANGE OF SITES. THE MUSEUM PUBLISHED AN ILLUSTRATED CATALOGUE TO ACCOMPANY THE EXHIBITION AND DID A SECOND PRINT RUN BECAUSE OF THE VOLUME OF SALES. THE SHOW WAS SLATED TO TRAVEL TO TWO OTHER VENUES IN ENGLAND AND AUSTRALIA IN 2013. - A LEGACY OF CHANGE: SELECTIONS OF NATIVE AMERICAN ART (JUNE 16, 2012 THROUGH JUNE 25, 2013): THIS EXHIBITION EXPLORED HOW NATIVE ARTISTS HAVE BEEN CONTINUALLY INNOVATIVE, REFLECTING ON THEIR PERSONAL AND CULTURAL EXPERIENCES IN ONGOING DIALOGUE WITH NEW IDEAS, MATERIALS, TECHNOLOGIES AND CULTURES. SELECTED FROM PEM'S NATIVE AMERICAN ART COLLECTION - ONE OF THE WORLD'S OLDEST AND FINEST COLLECTIONS OF ITS KIND - THE WORKS INCLUDED A CROSS-SECTION OF PAINTINGS, SCULPTURE, CERAMICS, JEWELRY AND TEXTILE ARTS CREATED OVER THE LAST 200 YEARS. - GOLDEN LIGHT: SELECTIONS FROM THE VAN OTTERLOO COLLECTION (AUGUST 11, 2012 THROUGH JULY 7, 2013): DUTCH ART AND LIFE IN THE 1600S WAS EXPLORED THROUGH A SELECTION OF PAINTINGS FROM THE INTERNATIONALLY SIGNIFICANT COLLECTION OF ROSE-MARIE AND EIJK VAN OTTERLOO. THE INSTALLATION FEATURED 16 PAINTINGS BY HENDRICK AVERCAMP, FRANS HALS, PIETER CLAESZ, JAN BRUEGHEL THE ELDER AND NOTABLE OTHERS. - HATS: AN ANTHOLOGY BY STEPHEN JONES (SEPTEMBER 8, 2012 THROUGH FEBRUARY 3, 2013): THIS EXHIBITION WAS A COLLABORATION BETWEEN THE VICTORIA AND ALBERT MUSEUM AND ONE OF THE FASHION WORLD'S FOREMOST MILLINERS, STEPHEN JONES. THE EXHIBITION FEATURED OVER 300 HATS FROM AROUND THE WORLD, HIGHLIGHTING THE CULTURAL, HISTORIC AND DECORATIVE PROPERTIES OF THE HAT, DISPLAYED WITH THE WIT AND WHIMSICAL STYLE OF STEPHEN JONES. HATS PRESENTED A REVEALING EXPLORATION OF THE WORLD OF MILLINERY FROM THE EXPERT VIEWPOINT OF A MILLINER. THE DISPLAY DREW ON STEPHEN JONES'S OWN ARCHIVE AND THE V&A'S EXTENSIVE COLLECTION OF HATS, ALONGSIDE ICONIC HEADGEAR FROM AROUND THE WORLD. BASED AROUND THE LIFECYCLE OF A HAT, THE SHOW FOLLOWED THE RICHNESS OF CREATIVITY, CRAFT, STYLE AND TECHNIQUE INHERENT IN EVERY HAT. THESE ASPECTS WERE COVERED BY THE FOUR MAIN THEMES OF THE EXHIBITION-INSPIRATION, CREATION, THE SALON AND THE CLIENT. LINKING OBJECTS AND BRINGING THEM TO LIFE IN A THEMATIC RATHER THAN A CHRONOLOGICAL WAY, IT POSED UNUSUAL JUXTAPOSITIONS OF HATS, RANGING IN STYLE AND PERIOD FROM THE TWELFTH CENTURY TO THE PRESENT DAY. - THE INVENTION OF GLORY: AFONSO V AND THE PASTRANA TAPESTRIES (OCTOBER 27, 2012 THROUGH DECEMBER 31, 2012): THIS EXHIBITION PRESENTED THE PASTRANA TAPESTRIES, ON LOAN TOGETHER IN THE UNITED STATES FOR THE FIRST TIME AS PART OF A TOUR FOLLOWING AN EXTENSIVE RESTORATION PROJECT. FOUR MONUMENTAL PANELS, WHICH ARE AMONG THE FINEST EXAMPLES OF GOTHIC TAPESTRY IN EXISTENCE, DEPICT IN EXQUISITE DETAIL THE CONQUESTS OF THE KING OF PORTUGAL, AFONSO V. IN NOVEMBER OF 2011, THE MUSEUM CREATED A NEW SENIOR-LEVEL POSITION, DIRECTOR OF EXHIBITION RESEARCH AND PUBLISHING, IN SUPPORT OF ITS AMBITIOUS EXHIBITION AND PUBLICATION PROGRAM. THIS POSITION HAS FOUR PRIMARY AREAS OF RESPONSIBILITY: LEADING AN EXPANDED EXHIBITIONS AND RESEARCH TEAM IN SUPPORT OF SPECIAL EXHIBITIONS AND FUTURE INSTALLATIONS; LEADING PUBLISHING INITIATIVES; COLLABORATING WITH THE MUSEUM'S CHIEF CURATOR AND DIVERSE STAFF TO DEVELOP AND IMPLEMENT NEW MODELS FOR IDEA GENERATION AND INTERDISCIPLINARY THINKING; AND DEVELOPING CROSS-FUNCTIONAL TEAMS IN COLLABORATION WITH THE EXECUTIVE LEADERSHIP TEAM TO SUPPORT IMPLEMENTATION OF EXPANSION-RELATED PROJECTS. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: CURATORIAL AND COLLECTIONS: THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS FOR THE MUSEUM AND ALSO FOR TRAVEL TO OTHER VENUES, AS WELL AS CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, PRESERVE, RESEARCH, AND INTERPRET THE MUSEUM'S COLLECTION. THE CURATORIAL STAFF ALSO PREPARES AND PUBLISHES SCHOLARLY CATALOGUES AND EDUCATIONAL TEXTS RELATED TO THE EXHIBITIONS AND THE COLLECTION AT LARGE. THE MUSEUM MAINTAINS AND EXHIBITS MANY UNIQUE AND WIDELY RESPECTED COLLECTIONS: - THE AFRICAN COLLECTION INCLUDES EARLY AND SIGNIFICANT WORKS FROM COASTAL EAST AND WEST AFRICA AND AN IMPORTANT BODY OF ZULU ARTWORK. THE MUSEUM ALSO HOUSES ONE OF THE WORLD'S FINEST COLLECTIONS OF ETHIOPIAN CHRISTIAN ART, CONSISTING OF SIXTEENTH-TO TWENTIETH-CENTURY ICONS AND METALWORK. - THE AMERICAN DECORATIVE ART, FOLK ART, AND COSTUME COLLECTION REPRESENTS MORE THAN 300 YEARS OF NEW ENGLAND ART AND CULTURE. IT FEATURES EXCEPTIONAL EXAMPLES OF REGIONAL FURNITURE, PORTRAITS, AND NEEDLEWORK. ADDITIONALLY, THE MUSEUM'S COSTUME COLLECTION RANKS AMONG THE TOP TEN IN THE NATION. - THE ASIAN EXPORT ART COLLECTION IS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF DECORATIVE ART MADE IN ASIA FOR EXPORT TO WESTERN NATIONS AND REFLECTS THE COMPLEX AND FASCINATING INTERACTION BETWEEN THE ARTISTIC AND CULTURAL TRADITIONS OF EAST AND WEST. IT ENCOMPASSES PAINTINGS, FURNITURE, SILVER, PORCELAINS, WORKS ON PAPER, AND A WIDE RANGE OF OBJECTS CREATED BETWEEN THE FIFTEENTH AND TWENTIETH CENTURIES. - BORN DURING THE HEIGHT OF THE CHINA TRADE IN SALEM, THE CHINESE COLLECTION IS UNIQUE FOR ITS STRENGTH IN VERNACULAR ART THAT EXPLORES THE RICH TRADITIONS OF CHINESE CULTURE. IT FEATURES IMPORTANT QING DYNASTY WORKS, INCLUDING CERAMICS, TEXTILES, AND DECORATIVE ARTS. - THE MUSEUM'S INDIAN COLLECTION ENCOMPASSES BOTH CONTEMPORARY AND HISTORIC WORK. THE HERWITZ GALLERY, NAMED IN HONOR OF PIONEERING COLLECTORS CHESTER AND DAVIDA HERWITZ, IS THE FIRST AMERICAN MUSEUM GALLERY DEDICATED TO THE MODERN AND CONTEMPORARY ART OF INDIA, EXHIBITING PIECES BY ARTISTS WHO EXPRESS THE DYNAMIC PUBLIC AND PRIVATE CHARACTER OF CONTEMPORARY INDIA AND THE WORLD. BEGUN WITH MARINERS' DONATIONS FROM INDIA IN THE EARLY YEARS OF THE MUSEUM'S OPERATION, THE OLDER PORTION OF THE INDIAN COLLECTION INCLUDES IMPORTANT SCULPTURE, TEXTILES, CERAMICS, AND METALWORK. ADDITIONALLY, THE GEOGRAPHICALLY-RELATED HIMALAYAN COLLECTION CONTAINS THE NATION'S FOREMOST COLLECTION OF NINETEENTH AND TWENTIETH CENTURY BHUTANESE TEXTILE ARTS AS WELL AS IMPORTANT TIBETAN AND NEPALESE WORKS. - CONTRIBUTIONS FROM MANY OF AMERICA'S MOST IMPORTANT NINETEENTH AND TWENTIETH CENTURY COLLECTORS OF JAPANESE ART HAVE COMBINED TO CREATE A MAJOR COLLECTION OF THE ART AND CULTURE OF JAPAN. THE COLLECTION WAS BEGUN IN 1799 AND CONTAINS MANY WORKS CONSIDERED RARE EVEN IN JAPAN, WITH THE LATE EDO- AND MEIJI-PERIOD EXAMPLES RANKING AMONG THE FINEST IN THE WORLD. - FOUNDED IN THE 1880S, THE KOREAN COLLECTION PIONEERED AMERICAN INTEREST IN KOREAN ART AND CULTURE. TODAY, IT CONTAINS A BROAD SPECTRUM OF ART OF THE LATE JOSEON DYNASTY. THE COLLECTION IS DEEMED BY KOREAN SCHOLARS TO BE THE BEST OF ITS KIND IN THE UNITED STATES AND IS THE ONLY FOREIGN COLLECTION TO BE EXHIBITED AT THE NATIONAL MUSEUM IN SEOUL. - THE MARITIME COLLECTION, BEGUN IN 1803, IS THE FINEST IN AMERICA. IT IS INTERNATIONALLY RENOWNED FOR ITS HOLDINGS OF APPROXIMATELY 30,000 PAINTINGS, DRAWINGS, AND PRINTS, AS WELL AS ITS 20,000 MARITIME OBJECTS (SHIP MODELS, TOOLS, SHIP PLANS, ETC.) DATING FROM THE SEVENTEENTH THROUGH THE EARLY TWENTIETH CENTURIES. - THE NATIVE AMERICAN ART COLLECTION INCLUDES 20,000 WORKS DATING FROM THE SEVENTEEN CENTURY TO THE PRESENT, AS WELL AS 50,000 ARCHEOLOGICAL WORKS DATING BACK 10,000 YEARS. IN ADDITION, THE DEPARTMENT ACTIVELY WORKS WITH CONTEMPORARY ARTISTS THROUGHOUT THE AMERICAS. - THE OCEANIC COLLECTION IS INTERNATIONALLY RECOGNIZED FOR THE EARLY ORIGINS AND PROVENANCE OF ITS OBJECTS AS WELL AS ITS SIZE AND BREADTH AND REPRESENTS SOME OF THE FIRST PIECES DONATED TO THE MUSEUM IN 1799. IT INCLUDES MORE THAN 20,000 OBJECTS FROM MORE THAN THIRTY-SIX ISLAND GROUPS IN POLYNESIA, MELANESIA, AND MICRONESIA. - THE PHOTOGRAPHY COLLECTION COMPRISES MORE THAN 800,000 RARE AND VINTAGE IMAGES REPRESENTING NEARLY EVERY KIND OF PHOTOGRAPHIC FORMAT AND PROCESS. THE COLLECTION INCLUDES THE WORLD'S FINEST GROUP OF NINETEENTH-CENTURY PHOTOGRAPHS OF ASIA, THOUSANDS OF MARITIME IMAGES, EARLY AMERICA PHOTOGRAPHIC PORTRAITS, AS WELL AS ARCHITECTURAL AND LANDSCAPE IMAGES. - THE ARCHITECTURE COLLECTION INCLUDES TWENTY-TWO HISTORIC AMERICAN STRUCTURES AND A MAJOR ARCHITECTURAL FRAGMENT COLLECTION. FOUR OF THE BUILDINGS ARE DESIGNATED NATIONAL HISTORIC LANDMARKS; SIX OTHERS ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE MUSEUM HOLDS AMERICA'S FIRST COLLECTION OF HISTORIC BUILDINGS AND ONE OF ITS FINEST. - THE PHILLIPS LIBRARY, PART OF THE PEABODY ESSEX MUSEUM, IS ONE OF NEW ENGLAND'S MOST IMPORTANT AND HISTORIC RESEARCH LIBRARIES. IT IS A MAJOR RESOURCE FOR MONOGRAPHS AND MANUSCRIPTS RELATED TO ART AND CULTURE, WITH A PARTICULAR FOCUS ON MARITIME ART AND HISTORY, NEW ENGLAND ART AND HISTORY, AND DOCUMENTS RELATING TO THE MUSEUM'S DIVERSE COLLECTIONS. THE LIBRARY ALSO HOLDS THE NATION'S LARGEST COLLECTION OF SHIP LOGS AND JOURNALS AS WELL AS ORIGINAL COURT DOCUMENTS FROM THE 1692 SALEM WITCHCRAFT TRIALS. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: EDUCATION: THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF EDUCATIONAL PROGRAMS AND CONTRIBUTES TO INTERPRETIVE DEVELOPMENT OF EXHIBITIONS. IT ALSO PREPARES AND DISTRIBUTES PRINT AND ONLINE MATERIALS TO HELP VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES AND NEEDS GAIN INSIGHT ABOUT THEMSELVES AND THE WORLD AROUND THEM THROUGH AN UNDERSTANDING OF INTERNATIONAL ART AND CULTURE. EACH YEAR, THE MUSEUM OFFERS HUNDREDS OF PROGRAMS TO ADVANCE ARTS LEARNING AND APPRECIATION AND TO STIMULATE CRITICAL THINKING, CROSS-CULTURAL DIALOGUE, INTELLECTUAL INQUIRY, CREATIVITY, AND CONNECTION-MAKING BETWEEN THE PAST AND PRESENT. THROUGH ITS PROGRAMMING, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. PROGRAMS EMPLOY AGE- AND AUDIENCE-APPROPRIATE PEDAGOGIES AND USE THE MUSEUM'S OUTSTANDING COLLECTIONS AND EXHIBITIONS TO ENGAGE VISITORS DIRECTLY WITH WORKS OF ART AND CULTURE. THE DEPARTMENT OF EDUCATION AND INTERPRETATION FOCUSES ON SEVERAL BROAD AUDIENCE AREAS: K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. INTERNSHIPS FOR HIGH SCHOOL AND COLLEGE AGE STUDENTS, AS WELL AS THE AWARD-WINNING ART & NATURE CENTER FOR INTERACTIVE FAMILY LEARNING, ARE ALSO MANAGED BY THIS DEPARTMENT. THE SINGLE VISIT SCHOOL PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS ENROLLED IN PUBLIC, INDEPENDENT, AND HOME SCHOOLS IN GRADES PRE K-12 AND BLENDS GUIDED DOCENT-LED GALLERY TOURS WITH ENGAGING ACTIVITIES THAT INSPIRE CLOSE LOOKING AND REFLECTION. USING ITS COLLECTIONS, THE MUSEUM CREATES CONNECTIONS BETWEEN CLASSROOM CONTENT AND STUDENTS' DAILY LIVES AND INTRODUCES IDEAS AND TECHNIQUES THAT ENCOURAGE STUDENTS TO THINK CREATIVELY AND ANALYTICALLY, INCLUDING FACILITATING STUDENT ART-MAKING. IN 2012, 17,632 STUDENTS, TEACHERS AND CHAPERONES FROM 360 SCHOOLS PARTICIPATED IN SINGLE VISIT SCHOOL PROGRAMS. FORMAL MUSEUM-SCHOOL PARTNERSHIPS ARE MANAGED THROUGH THE MULTIPLE VISIT PARTNERSHIP PROGRAM. THIS PARTNERSHIP, WHICH TARGETS TITLE I SCHOOLS AND TEACHERS IN THE NORTH SHORE REGION, PROVIDES MEANINGFUL SEQUENCED MUSEUM VISITS AND OBJECT-BASED LESSON PLANS THAT BUILD KNOWLEDGE IDENTIFIED AS CRITICAL IN THE ART, SOCIAL STUDIES, AND LANGUAGE ARTS CURRICULUM FRAMEWORKS. AS PART OF THIS PROGRAM, STUDENTS FROM PRIMARILY LOW RESOURCE SCHOOLS MAKE MULTIPLE (3-5) VISITS TO THE MUSEUM, RESULTING IN 4,103 TOTAL VISITS DURING 2012. AT THE END OF THE ACADEMIC YEAR, OVER 302 TEACHERS, STUDENTS, AND FAMILY MEMBERS ATTEND A CULMINATING EVENT TO SHOWCASE AND CELEBRATE STUDENT ACHIEVEMENT AND INVOLVE THE ENTIRE SCHOOL COMMUNITY IN SUPPORTING STUDENT LEARNING. PERIODICALLY, SUMMATIVE EVALUATIONS OF THE PROGRAM ARE CONDUCTED TO ASSESS ITS IMPACT. TO AID IN THE INTEGRATION OF THE ARTS IN CLASSROOM LESSONS, PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE K-12 EDUCATORS WITH AN IN-DEPTH ANALYSIS AND UNDERSTANDING OF THE MUSEUM'S COLLECTIONS AND EXHIBITIONS. THE PROGRAMS COVER NUMEROUS TOPICS AND SCHOOL DISCIPLINES AND ARE LINKED TO THE MASSACHUSETTS CURRICULUM FRAMEWORKS FOR VISUAL ARTS, ENGLISH LANGUAGE ARTS, HISTORY AND SOCIAL SCIENCE, SCIENCE, TECHNOLOGY AND MATHEMATICS. FOR 2012, 414 EDUCATORS PARTICIPATED IN TEACHER PROGRAMS. DURING THE 2011-2012 SCHOOL YEAR, THE MUSEUM CONTINUED TO PARTNER WITH SCHOOL DISTRICTS TO OFFER GRADE-LEVEL FOCUSED DISTRICT-WIDE TRAINING IN ARTS INTEGRATION STRATEGIES. IN TOTAL, 12 PROFESSIONAL DEVELOPMENT WORKSHOPS WERE HELD IN COORDINATION WITH LOCAL SCHOOL ADMINISTRATORS IN THE MOST RECENT ACADEMIC YEAR. THE MUSEUM ALSO PROVIDES SPECIAL LEARNING OPPORTUNITIES FOR HIGH SCHOOL AND COLLEGE AGED STUDENTS. IN 2012 OVER 50 STUDENTS WERE OFFERED INTERNSHIPS ACROSS DIFFERENT DEPARTMENTS OF THE MUSEUM, PROVIDING THEM WITH VALUABLE PROFESSIONAL WORK EXPERIENCE AND A CHANCE TO CONNECT WITH THE MUSEUM'S COLLECTIONS. PARTICIPATING STUDENTS FROM DIVERSE BACKGROUNDS BUILD LEADERSHIP SKILLS AND CREATIVITY THROUGH BOTH GROUP AND INDIVIDUAL PROJECTS AND, UNDER THE MENTORSHIP OF MUSEUM STAFF SUPERVISORS, ARE INTRODUCED TO THE MANY ASPECTS OF MUSEUM EMPLOYMENT. THE SUMMER BRIDGE PROGRAM DEVELOPED WITH SALEM STATE UNIVERSITY BROUGHT 152 STUDENTS AND FACULTY TO THE MUSEUM FOR A SERIES OF INTENSIVE LEARNING VISITS DURING A SIX-WEEK SUMMER TRANSITION PROGRAM PROVIDING ACADEMIC SUPPORT LEADING TO COLLEGE ADMISSION. PROGRAMS FOR FAMILIES AT THE MUSEUM ARE AIMED AT FOSTERING SHARED INTERGENERATIONAL EXPERIENCES AROUND ART BASED ON INQUIRY, DIALOGUE, AND CREATIVE ART-MAKING. THEY TAKE A VARIETY OF FORMS, FROM GALLERY-BASED FAMILY TOURS AND STORYTELLING FOR PRESCHOOLERS AND THEIR ADULT CAREGIVERS TO STUDIO ACTIVITIES AND WEEKEND FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. SELF-GUIDED ACTIVITIES AND PRINT MATERIALS CREATE OPPORTUNITIES FOR SHARED FAMILY INVESTIGATION OF OBJECTS IN THE COLLECTION FROM A WIDE RANGE OF CULTURES. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION, ELIMINATING ECONOMIC BARRIERS FOR UNDERSERVED FAMILIES. IN 2012, THE MUSEUM OFFERED NEARLY 550 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 27,000 FAMILY VISITORS. ONE MAJOR FAMILY PROGRAM HIGHLIGHT IS ATRIUM ALIVE, WEEKEND FESTIVALS WHICH OFFER DYNAMIC, INTERGENERATIONAL PROGRAMMING FOCUSED ON A PARTICULAR CULTURE OR THEME. TAKING PLACE UP TO EIGHT TIMES PER YEAR AND WITH A TOTAL ANNUAL ATTENDANCE OF 25,000 IN 2012, ATRIUM ALIVE INCORPORATES ARTIST DEMONSTRATIONS, DANCE AND MUSIC PERFORMANCES, GALLERY TALKS, FILMS, LECTURES, AND HANDS-ON ART ACTIVITIES. ATRIUM ALIVE IS DESIGNED TO ENGAGE ALL AUDIENCES AND LEARNING STYLES IN A MULTIFACETED EXPERIENCE OF ART AND CULTURE. DROP-IN ART ACTIVITIES, PROVIDING HANDS-ON ART PROJECTS DESIGNED TO ENGAGE ALL AGES, ARE ANOTHER POPULAR EXAMPLE OF FAMILY PROGRAMMING AND HAD A COMBINED ANNUAL ATTENDANCE OF 4,946. FAMILIES ARE ENCOURAGED TO WORK TOGETHER ON PROJECTS RELATED TO THE PERMANENT COLLECTIONS AND SPECIAL EXHIBITIONS AT THE MUSEUM. WHEN THIS PROGRAM IS HELD IN CONJUNCTION WITH ATRIUM ALIVE, VISITING ARTISTS OFTEN LEAD DROP-IN ACTIVITIES. WHETHER FACILITATED BY ARTISTS OR EDUCATION DEPARTMENT STAFF, DROP-IN ACTIVITIES FOSTER SELF-GUIDED DISCOVERY, ENABLING FAMILIES TO CHOOSE THE BALANCE THAT FITS THEIR SCHEDULE AND INTERESTS. THE MUSEUM'S ART & NATURE CENTER (ANC) IS A DYNAMIC, INTERACTIVE EXHIBITION SPACE SPECIFICALLY TARGETED AT MULTI-GENERATIONAL AUDIENCES AND EXPLORES THE INTERSECTION BETWEEN ART AND SCIENCE THROUGH THE WORK OF CONTEMPORARY ARTISTS. ACTIVITY STATIONS, MULTIMEDIA ELEMENTS, AND A RANGE OF PROGRAM OFFERINGS PROVIDE VISITORS WITH A VARIETY OF APPROACHES FOR INVESTIGATING THE ARTWORK AND THEMES PRESENTED. THE ANC EXHIBITION SPACE AIMS TO NURTURE INTERGENERATIONAL EXCHANGE AND CREATIVE EXPRESSION, AS WELL AS TO CONTEXTUALIZE ARTWORK BY PROVIDING SUPPORTING MATERIALS ALREADY FAMILIAR TO VISITORS. DURING THE SECOND HALF OF THE YEAR, THE DEDICATED ANC EXHIBITION SPACE WAS CLOSED FOR RENOVATIONS, SO ANOTHER GALLERY WAS REPURPOSED IN ORDER TO AVOID ANY INTERRUPTION TO THIS HIGHLY-UTILIZED PROGRAMMING. ALL TOGETHER 80,444 PEOPLE PARTICIPATED IN ANC EXHIBITION PROGRAMMING IN 2012. ADULTS ARE SERVED BY THE MUSEUM IN A VARIETY OF WAYS TARGETED TOWARD THEIR INTERESTS, LIFE STAGES, GROUP PARTICIPATION, AND PREFERENCES. THE PUBLIC AND GROUP TOUR PROGRAMS PROVIDE DOCENT-LED EXPERIENCES IN MUSEUM COLLECTIONS AND EXHIBITIONS, FACILITATING MEANINGFUL AND STIMULATING CONNECTIONS WITH ART. INFORMATION AND DIALOGUE ENRICH VISITORS' UNDERSTANDINGS OF MUSEUM OBJECTS AND THEIR LINKS TO THE WIDER WORLD. A TOTAL OF 13,934 VISITORS PARTICIPATED IN TOURS OF COLLECTION HIGHLIGHTS, SPECIAL EXHIBITIONS, OR HISTORIC HOUSES IN 2012. SPECIALIZED TOURS FOR RESIDENTS OF ASSISTED LIVING FACILITIES AND SENIOR CENTERS, AS WELL AS FOR VISITORS WITH ALZHEIMER'S DISEASE AND THEIR CAREGIVERS, PROVIDED RICH VISUAL EXPERIENCES THAT STIMULATE MEMORY AND IMPROVE MODE WHILE PROMPTING THE SHARING OF PERSONAL STORIES. SPECIALLY TRAINED DOCENTS CAREFULLY PLANNED AND LED THESE SMALL-GROUP, HIGHLY FACILITATED ARTS EXPERIENCES. PUBLIC PROGRAMS ARE OFFERED TO GENERAL PUBLIC VISITORS THROUGHOUT THE YEAR IN ORDER TO ENGAGE THEM IN VISUAL AND INTELLECTUAL INQUIRY THAT SPARKS CURIOSITY, CREATIVITY, AND CROSS-CULTURAL UNDERSTANDING, CONTRIBUTING TO LIFE-LONG LEARNING. PROGRAMS RANGE FROM GALLERY TOURS AND ARTIST DEMONSTRATIONS TO LECTURES, CONCERTS, FILM FESTIVALS, AND STUDIO WORKSHOPS RELATED TO THE ART AND CULTURES REPRESENTED IN THE MUSEUM'S COLLECTIONS OR EXHIBITIONS. PUBLIC PROGRAMS FOR 2012 ALSO INCLUDED PEM/PM, AN EVENING PROGRAM SERIES FEATURING ART DEMONSTRATIONS AND ART-MAKING COMBINED WITH LIVE MUSIC, FILM, AND SOCIAL EVENTS, AND ART360, A SMALL-GROUP PROGRAM OFFERING A HALF-DAY, IN-DEPTH WORKSHOP AND TOUR RELATED TO ONE OF THE MUSEUM'S CHANGING EXHIBITIONS. PROGRAMS FOR THE OPENING DAYS OF SIGNIFICANT EXHIBITIONS WERE ALSO MORE RICHLY DEVELOPED, PROVIDING OPPORTUNITY FOR DEEPER DISCUSSION, ARTISTIC EXPLORATION, AND CELEBRATION OF THE GROUNDBREAKING STATEMENTS, BOLD IDEAS AND THOUGHT-PROVOKING INSTALLATIONS PRESENTED BY NEW EXHIBITIONS. FILMS - SELECT CONTEMPORARY DOCUMENTARY AND ART FILMS ARE SHOWN DURING CULTURAL FESTIVALS AND AT EXHIBITION OPENING DAYS, AS WELL AS DURING TWO ANNUAL FILM SERIES, THE INTERNATIONAL HUMAN RIGHTS FILM FESTIVAL AND THE SALEM FILM FEST. FILMS CHOSEN OFFER DIRECT THEMATIC CONNECTIONS TO THE MUSEUM'S ARTS, CULTURE, AND EXHIBITIONS. IN 2012, A TOTAL OF 12 CURATED FILMS WERE SHOWN TO 1,316 ADULTS. PRESENTATIONS - LECTURES, TALKS, AND MULTIMEDIA PRESENTATIONS ARE FEATURED DURING OPENING DAYS, FESTIVALS, AND AS STANDALONE EVENTS. THESE PROGRAMS OFFER ADULT AUDIENCES THE OPPORTUNITY TO EXPLORE SOPHISTICATED, IN-DEPTH IDEAS WITH RENOWNED SPECIALISTS IN CONTEMPORARY ART, ART HISTORY AND CULTURE, ART-NATURE THEMES, ARCHITECTURE, AND OTHER RELATED FIELDS, WHO PRESENT MULTIPLE PERSPECTIVES AND STIMULATE NEW THINKING ABOUT THE MUSEUM'S COLLECTIONS AND CHANGING EXHIBITIONS. IN 2012, 13 PRESENTATIONS WERE ATTENDED BY 1,277 ADULTS. AMONG THESE WERE: - SARAH GREENOUGH, THE SENIOR CURATOR AND HEAD OF THE DEPARTMENT OF PHOTOGRAPHS AT THE NATIONAL GALLERY OF ART, DISCUSSED THE ROMANCE BETWEEN GEORGIA O'KEEFE AND ALFRED STIEGLITZ THROUGH AN INTRODUCTION TO THEIR EXTENSIVE LETTER CORRESPONDENCE. HER BOOK, MY FARAWAY ONE: SELECTED LETTERS OF GEORGIA O'KEEFE AND ALFRED STIEGLITZ: VOLUME ONE, 1915-1933, REVEALS THE CONTENTS OF 650 LETTERS THE COUPLE EXCHANGED OVER 30 YEARS, DOCUMENTING THE STAGES OF THEIR RELATIONSHIP AND THEIR ARTISTIC DEVELOPMENT. - IN A PRESENTATION ENTITLED "ANSEL ADAMS, A SON'S PERSPECTIVE", THE ARTIST'S SON, MICHAEL ADAMS SPOKE ABOUT HIS FATHER'S CHILDHOOD, HIS INTRODUCTION TO THE SIERRA NEVADA, HIS VISITS TO THE AMERICAN SOUTHWEST, HIS INVOLVEMENT WITH THE SIERRA CLUB AND HIS DOCUMENTARY WORK AT THE MANZANAR RELOCATION CENTER DURING WORLD WAR II. IN ADDITION TO SHARING IMAGES OF HIS FATHER'S ICONIC PHOTOGRAPHS, ADAMS ALSO PRESENTED A SHORT FILM BASED ON THE PHOTOGRAPH MONOLITH, THE FACE OF HALF DOME (1927), WITH ACCOMPANYING PIANO MUSIC RECORDED BY HIS FATHER IN 1945. - STEPHEN JONES, ONE OF THE FASHION WORLD'S FOREMOST HAT DESIGNERS, LED A CONVERSATION EXPLORING THE WORLD OF MILLINERY, COVERING THE CULTURAL, HISTORIC AND DECORATIVE PROPERTIES OF THE HAT, AS WELL AS THE GENESIS OF THE EXHIBITION HATS: AN ANTHOLOGY BY STEPHEN JONES. HE WAS JOINED BY ORIOLE CULLEN, CURATOR OF MODERN TEXTILES AND FASHION FROM LONDON'S VICTORIA AND ALBERT MUSEUM AS WELL AS LYNDA HARTIGAN, THE JAMES B. AND MARY LOU HAWKES CHIEF CURATOR AT PEM. WORKSHOPS AND DEMONSTRATIONS - ARTIST-LED WORKSHOPS AND ART DEMONSTRATIONS OFFER ADULTS THE CHANCE TO DEVELOP A CLOSER UNDERSTANDING OF ARTISTIC THINKING, PROCESS, MATERIALS AND METHODS. IN 2012, 28 ADULT ART WORKSHOPS AND ARTIST DEMONSTRATIONS WERE HELD, REACHING AN AUDIENCE OF 6,941 ADULTS. - ARTIST D.Y. BEGAY (DINE [NAVAJO]) WHO WAS FEATURED IN PEM'S EXHIBITION SHAPESHIFTING: TRANSFORMATIONS IN NATIVE AMERICAN ART, DEMONSTRATED HOW SHE CREATES HER ORIGINAL HANDWOVEN NAVAJO RUGS ON A PORTABLE LOOM USING WOOL DYED VIBRANT COLORS THROUGH THE USE OF NATURAL MATERIALS. - THE ART OF HAT MAKING WAS DEMONSTRATED IN A WORKSHOP LED BY MILLINERS LESLEY HANSARD AND REBECCA WALSH. AFTER EXPLORING THE EXHIBITION, HATS: AN ANTHOLOGY BY STEPHEN JONES, PARTICIPANTS THEN USED THE 10,000-YEAR-OLD TECHNIQUE OF FELT HAT MAKING TO DESIGN AND SCULPT THEIR OWN MERINO WOOL HATS. - IN CONJUNCTION WITH THE EXHIBITION THE INVENTION OF GLORY: AFONSO V AND THE PASTRANA TAPESTRIES, SEVERAL ARTIST DEMONSTRATIONS WERE PRESENTED THAT FOCUSED ON TECHNIQUES USED DURING THE 15TH CENTURY WHEN THESE AMAZING TAPESTRIES WERE CREATED. ONE PROGRAM FEATURED ARTIST ANDREW VOLPE WHO LED A DEMONSTRATION OF SILVERPOINT AND QUILL PEN DRAWING. IN TOTAL, 1,456 ADULT PROGRAMS AND TOURS WERE OFFERED IN 2012 FOR A COMBINED ATTENDANCE OF 25,348. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. AFTER ANY NECESSARY REVISIONS ARE MADE, THE FINAL DRAFT IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF AN APPROPRIATE OFFICER, DIRECTOR OR SENIOR MANAGER TO DETERMINE THE APPROPRIATE COURSE OF ACTION IN RESOLVING THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DECISIONS RELATIVE TO THE SOURCE OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND BY THE FULL BOARD OF TRUSTEES. COMPARATIVE DATA FROM OTHER NONPROFIT ORGANIZATIONS IN THE GEOGRAPHIC VICINITY AND THE MUSEUM SECTOR NATIONWIDE IS GATHERED BY THE DIRECTOR OF HUMAN RESOURCES AND SERVES AS THE BASIS FOR APPROVING REASONABLE COMPENSATION LEVELS. PERIODICALLY, THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT ARE UTILIZED TO PROVIDE AN OPINION ON THE REASONABLENESS OF COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL REPORT, WHICH IS POSTED ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 IS AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND WWW.GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 381,382. CHANGE IN VALUE OF INTEREST RATE SWAP 533,235.