2012-11-09T13:06:49-06:00 2011-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2011-01-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 ANNE MUNSCH 9787459500 2012-11-01 1 CRAIG KLEIN P00734640 6177610600 2011 2016-02-24 21:20:13Z DAN L MONROE EAST INDIA SQUARE SALEM MA 019703783 184926323 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. 24 24 304 144 398621 -50379 87381774 43070420 3214230 3175864 1135679 5321604 1449323 1476466 93181006 53044354 5000 0 0 0 10019127 10574020 0 0 2701278 17994618 22447311 28018745 33021331 65162261 20023023 372283355 380976385 36753128 37672447 335530227 343303938 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 6388800 2582259 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 4929864 8192 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2543315 252698 EDUCATION: SEE SCHEDULE O. 4286568 ACQUISITIONS: IN 2011, OVER 680 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:- ONE HUNDRED FOURTEEN PIECES OF AMERICAN ART - MOST NOTABLY AN OIL PAINTING, PORTRAIT OF GEORGE H. SHATTUCK, BY FRANK W. BENSON; A 1685 OIL PAINTING ATTRIBUTED TO AMERICAN'S FIRST KNOWN PAINTER, THOMAS SMITH; AND A SIXTY-TWO PIECE COLLECTION OF DESIGNER AND FASHION-RELATED CLOTHING FROM FASHION ICON IRIS APFEL.- FORTY-EIGHT IMPORTANT PIECES FOR THE ASIAN EXPORT ART COLLECTION, INCLUDING AN OIL PAINTING, PORTRAIT OF TWO ENGLISH BOYS IN ASIAN CLOTHING, BY TILLY KETTLE, AND FOUR PAINTINGS DEPICTING THE HONGS OF CANTON DURING THE FIRE OF 1822. - FOUR CHINESE OBJECTS INCLUDING TWO PAINTINGS BY ARTIST QIU DESHU AND A BRONZE STATUE OF A CHINESE DEITY, DATED JIAGING 36.- A COMPUTER GENERATED DATA PROJECTION BY CHARLES SANDISON, ENTITLED FIGUREHEAD.- TWENTY-SIX NEW PIECES FOR THE MARITIME ART COLLECTION PROMINENT AMONG WHICH IS JOHN FREDERICK KENSETT'S OIL PAINTING, FORTY STEPS BEACH.- ONE THOUSAND THIRTY-FIVE WORKS FOR THE NATIVE AMERICAN ART COLLECTION, INCLUDING SEVERAL COLLECTIONS, NOTABLE AMONG WHICH ARE AN ETHNOGRAPHIC COLLECTION OF MORE THAN NINE HUNDRED WORKS OF ART AND ARTIFACTS, AND A COLLECTION OF 33 CONTEMPORARY SOUTHWESTERN NATIVE AMERICAN CERAMIC POTS. - A COLLECTION OF TWENTY PHOTOGRAPHS BY AMERICAN PHOTOGRAPHER MILTON ROGOVIN DOCUMENTING CHINA IN 1986. - NINE ACQUISITIONS FOR THE SOUTH ASIAN AND KOREAN ART COLLECTION REPRESENTING TWO PAINTINGS AND SEVEN WORKS ON PAPER BY ARTIST GIEVE PATEL.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 ONE THOUSAND NEW OBJECTS IN ALL DURING 2011. 1535257 MEMBERSHIP AND GUEST SERVICES 2645006 PUBLIC INFORMATION & CREATIVE SERVICES 860663 MEDIA SERVICES 1234597 887043 ENTERPRISES 1162695 EXPANSION PROJECT 11724786 887043 25586765 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 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 89 0 1 304 1 1 1 1 VI CJ 0 0 0 1 1 0 0 0 0 X 24 24 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 TINA AMBANI 1.00 X 0 0 0 SAMUEL BYRNE 1.00 X X 0 0 0 C RICHARD CARLSON 1.00 X X 0 0 0 ALFRED CHANDLER 1.00 X 0 0 0 MARTHA CHAYET 1.00 X 0 0 0 SAMIR DESAI 1.00 X 0 0 0 KIM SMITH GUERSTER 1.00 X 0 0 0 CARTER HARRISON 1.00 X 0 0 0 JAMES HAWKES 1.00 X 0 0 0 D THOMAS HEALEY JR 1.00 X 0 0 0 SEAN HEALEY 1.00 X X 0 0 0 CARLA HERWITZ 1.00 X X 0 0 0 TIMOTHY INGRAHAM 1.00 X X 0 0 0 SUSAN LEAVITT 1.00 X 0 0 0 SCOTT OFFEN 1.00 X 0 0 0 JOHN PARKER 1.00 X 0 0 0 STUART PRATT 1.00 X X 0 0 0 GEORGE PUTNAM 1.00 X 0 0 0 JEFFREY RAYPORT 1.00 X 0 0 0 C FRANKLIN SAYRE 1.00 X 0 0 0 ROBERT SHAPIRO 1.00 X X 0 0 0 NANCY TIEKEN 1.00 X 0 0 0 ROSE-MARIE VAN OTTERLOO 1.00 X X 0 0 0 GAIL VON METZSCH 1.00 X 0 0 0 DAN MONROE 40.00 X 578254 0 48813 JOSHUA BASSECHES 40.00 X 420574 0 41731 ANNE MUNSCH 40.00 X 212020 0 21438 LYNDA ROSCOE HARTIGAN 40.00 X 230330 0 47554 CHRISTOPHER REASKE 40.00 X 375473 0 17597 HOWARD J FINNEY 40.00 X 207643 0 40730 ANNE BUTTERFIELD 40.00 X 146114 0 16645 ROBERT MONK 40.00 X 151340 0 32041 SUSAN LAWRENCE 40.00 X 125359 0 32790 2447107 0 299339 15 0 1 0 ROUX ASSOCIATES INC 209 SHAFTER STREET ISLANDIA NY 11749 ENVIRONMENTAL SERVICES 550249 RICK MATHER ARCHITECTS 123 CAMDEN HIGH STREET LONDON UK ARCHITECTURAL SERVICES 440729 BACKSTAGE LIBRARY WORKS 533 EAST 1860 SOUTH PROVO UT 84606 LIBRARY SERVICES 382924 FOLEY HOAG LLP 155 SEAPORT BOULEVARD BOSTON MA 02210 LEGAL SERVICES 339057 NEPC LLC ONE MAIN STREET CAMBRIDGE MA 02142 INVESTMENT SERVICES 226036 8 778000 136585 1364567 40791268 1706523 43070420 ADMISSIONS 900099 1423254 1423254 TRAVELING EXHIBITIONS 900099 1063745 1063745 FUNCTIONS 900099 332715 332715 EDUCATION PROGRAM REV. 900099 252698 252698 OTHER PROGRAM REVENUE 900099 103452 103452 3175864 3473980 3473980 8651 8651 4500 14475 -9975 -9975 -9975 132786418 130938794 1847624 1847624 1847624 81350 136585 133856 -52506 -52506 1571059 794844 776215 377594 398621 SETTLEMENTS RECEIVED 900099 444225 444225 MISC INVESTMENT INCOME 900099 133122 133122 176734 176734 754081 53044354 3730192 398621 5845121 1600712 642687 621375 336650 7367804 5218457 755579 1393768 602875 393994 92561 116320 344444 208165 95564 40715 658185 430140 101052 126993 102000 102000 1681558 1297484 285114 98960 655781 655781 939204 531507 338172 69525 4288851 3305495 885021 98335 817896 577117 106452 134327 1656832 1639390 17355 87 4211328 3229452 883688 98188 281764 281764 COLLECTION ACQUISITIONS 4286568 4286568 EXHIBITIONS 1433912 1433912 EXPANSION PROJECT EXP. 1162695 1162695 HOSPITALITY 391646 140269 71188 180189 537276 433652 96403 7221 33021331 25586765 4733288 2701278 71282 55415 1628298 2104917 43199051 10908877 576864 116460 197316 197316 672150 712429 806748 1149714 120929488 44387134 78283562 76542354 220191070 254804525 21504814 27312351 5152200 7072027 372283355 380976385 1621094 1971299 457082 427806 31285000 30310000 750000 3389952 4213342 36753128 37672447 X 86917566 79648077 75580279 66173726 173032382 197482135 335530227 343303938 372283355 380976385 X 20023023 -12249312 X 0 1 1 X 1 1 X 46833475 17633022 24532780 87381774 43070420 219451471 46833475 17633022 24532780 87381774 43070420 219451471 146600842 72850629 4295191 6533664 3516750 2769911 3620253 20735769 708 708 111557 105284 87176 115395 81350 500762 240688710 19181687 0.30270 0.26850 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 57,000 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2011, RESULTING IN APPROXIMATELY 9,500 GIFTS COMING FROM 9,300 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR: THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2012 IS 30.27%, 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 212 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 9,300 DIFFERENT DONORS DURING 2011. 3. REPRESENTATIVE GOVERNING BODY FACTOR: DURING 2011, 24 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 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 2011, THE PEABODY ESSEX MUSEUM REPORTED ALMOST 250,000 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, MASSCHUSETTS AND FOR YOUTH UNDER THE AGE OF 17. 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 EIGHT OPENED DURING 2011. 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 196986297 54896241 -5734170 0 6340525 239807843 143779149 42258108 16850095 5000 5896055 196986297 117052262 12225902 19984970 5000 5478985 143779149 136939972 13652230 -29026170 5000 4508770 117052262 0.04060 0.77850 0.18090 0 0 1397019 1397019 103660216 33235872 70424344 12462483 10309901 2152582 3409770 841361 2568409 76542354 SCOUT CAPITAL FUND LTD. 4716831 F CEVIAN CAPITAL FUND II (CLASS A) 2431770 F BEACH POINT TOTAL RETURN OFFSHORE FUND II LTD. 2376183 F MARINER-TRICADIA CREDIT STRATEGIES LTD. (CLASS C) 2348727 F STANDARD PACIFIC CAPITAL OFFSHORE FUND LTD. (CLASS A SERIES C) 1852990 F PERRY INTERN'L 4377082 F REALTY ASSOC. ADV. 3385332 F SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND 1370033 F INDUSTRY VENTURES FUND VI, L.P. 431812 F PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND IV, L.P. 459985 F SIGULER GUFF CAPITAL PARTNERS VLLI V LLC 1369696 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV 800461 F EIG GLOBAL ENERGY PARTNERS FUND XV 1149284 F VISTA EQUITY PARTNERS FUND IV, L.P. 242165 F 27312351 INTEREST RATE SWAP, MARK TO MARKET 3087235 ENVIRONMENTAL REMEDIATION LIABILITY 115000 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 937108 OBLIGATION UNDER LEASE 73999 4213342 53044354 33021331 20023023 -11891174 -358138 -12249312 7773711 42096355 -11891174 943175 -10947999 53044354 0 53044354 34322644 1301313 1301313 33021331 0 33021331 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: THE MUSUEM 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 AS ITS ONLY SIGNIFICANT POSITION AND HAS DETERMINED THAT SUCH POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. THE MUSEUM'S 2009 FEDERAL RETURNS 990 AND 990-T ARE CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -335,855. CHANGE IN VALUE OF INTEREST RATE SWAP -22,283. TOTAL TO SCHEDULE D, PART XI, LINE 8: -358,138. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 794,844. BUILDING RENTAL EXPENSES 14,475. SPECIAL EVENT EXPENSES 133,856. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 794,844. BUILDING RENTAL EXPENSES 14,475. SPECIAL EVENT EXPENSES 133,856. CHANGE IN VALUE OF INTEREST RATE SWAP 22,283. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 335,855. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 54550169 0 0 0 0 0 0 54550169 0 54550169 1 0 1 1 0 0 ANNUAL GALA 217935 136585 81350 60009 12085 61762 217935 136585 81350 60009 12085 61762 133856 -52506 X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DAN MONROE 504306 0 0 0 73948 0 33075 0 15738 0 627067 0 0 0 JOSHUA BASSECHES 392574 0 28000 0 0 0 14700 0 27031 0 462305 0 0 0 ANNE MUNSCH 192020 0 20000 0 0 0 11749 0 9689 0 233458 0 0 0 LYNDA ROSCOE HARTIGAN 208330 0 22000 0 0 0 22846 0 24708 0 277884 0 0 0 CHRISTOPHER REASKE 359473 0 16000 0 0 0 14700 0 2897 0 393070 0 0 0 HOWARD J FINNEY 199643 0 8000 0 0 0 12723 0 28007 0 248373 0 0 0 ANNE BUTTERFIELD 145764 0 350 0 0 0 8937 0 7708 0 162759 0 0 0 ROBERT MONK 134840 0 16500 0 0 0 16864 0 15177 0 183381 0 0 0 SUSAN LAWRENCE 125009 0 350 0 0 0 17645 0 15145 0 158149 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. PART I, LINE 7 DISCRETIONARY BONUSES WERE PROVIDED TO ALL STAFF MEETING A MINIMUM SERVICE REQUIREMENT. BONUS AMOUNTS WERE DETERMINED AND APPROVED BY THE MUSEUM'S DIRECTOR, WORKING IN CONSULTATION WITH THE DEPUTY DIRECTOR, THE DIRECTOR OF HUMAN RESOURCES AND MEMBERS OF THE COMPENSATION COMMITTEE. DAN MONROE MORTGAGE LOAN X 200000 197316 0 1 1 197316 X 32 0 COLL. OBJ. NOT VALUED X 0 COLL. OBJ. NOT VALUED X 37 1706523 AVG. HIGH/LOW ON VALUE 6 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. THIRD PARTY USE: PART I, LINE 32B: FIDUCIARY TRUST COMPANY, 175 FEDERAL STREET, BOSTON, MA 02110 IS USED TO SELL CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. 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 900,000 PEOPLE DURING 2011 - 248,000 ON-SITE VISITORS IN SALEM AND ALMOST 650,000 PEOPLE WHO ATTENDED PEM-ORGANIZED EXHIBITIONS PRESENTED AT OTHER VENUES. THIS YEAR MARKED THE THIRD CONSECUTIVE YEAR OF ATTENDANCE INCREASES AND FALLS LESS THAN 600 VISITORS SHORT OF ITS HIGHEST ATTENDANCE EVER RECORDED. 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 2011 EXHIBITION CALENDAR INCLUDED MANY STYLES AND SOURCES OF ART AND CULTURE. THE MUSEUM OPENED EIGHT NEW SPECIAL EXHIBITIONS IN 2011 AND CONTINUED SEVEN SHOWS THAT OPENED IN 2010, INCLUDING: - FACES OF DEVOTION, INDIAN SCULPTURE FROM THE FIGIEL COLLECTION (APRIL 10,2010 THROUGH JULY 15, 2012): THIS EXHIBITION CELEBRATES PEM'S ACQUISITION OF DR. LEO FIGIEL'S COLLECTION OF VERNACULAR INDIAN RELIGIOUS SCULPTURE FROM DIVERSE TRADITIONS ACROSS INDIA-THE COLLECTION IS RECOGNIZED AS THE FINEST OF ITS KIND IN EXISTENCE. WORKS RANGE OVER THE PAST MILLENNIUM, WITH MOST DATING FROM THE 16TH TO 19TH CENTURIES. MANY OF THESE BRONZES WERE MADE FOR HINDU RITUAL PRACTICE IN THE REGION THAT IS NOW THE STATES OF MAHARASHTRA AND KARNATAKA. - PAINTING THE MODERN IN INDIA (APRIL 10, 2010 THROUGH JUNE, 2012): SEVEN RENOWNED PAINTERS WHO CAME OF AGE DURING THE HEIGHT OF THE MOVEMENT TO FREE INDIA FROM BRITISH RULE PIONEERED NEW APPROACHES TO PAINTING, REPOSITIONING THEIR PRACTICES INTERNATIONALLY AND IN RELATION TO INDIA'S 5,000-YEAR HISTORY OF ART. THIS EXHIBITION FEATURED WORKS DRAWN FROM PEM'S HERWITZ COLLECTION, AMERICA'S MOST IMPORTANT HOLDING OF 20TH CENTURY INDIAN ART AND THE THE TINA AND ANIL AMBANI COLLECTION, ONE OF INDIA'S LEADING PRIVATE COLLECTIONS. - EYE SPY: PLAYING WITH PERCEPTION (JUNE 19, 2010 THROUGH MAY 22, 2011): EYE SPY PRESENTED 11 LEADING REGIONAL AND NATIONAL ARTISTS WHO FOCUS ON DIFFERENT ASPECTS OF PERCEPTION IN THEIR ART, INCLUDING VIEWS OF NATURE. THIS EXHIBITION EXPLORED HOW EACH OF THE ARTISTS USES FUNDAMENTALS OF PERCEPTION (E.G., LIGHT, FORM, COLOR, AND LINE) TO CREATE THEIR INNOVATIVE WORKS. VISITORS WERE ABLE TO EXPERIENCE WAYS IN WHICH PERCEPTION AND ILLUSION INFLUENCE THE WAY WE INTERPRET OUR WORLD THROUGH BOTH ARTWORKS AND RELATED INTERACTIVE ACTIVITIES. - IMPRINTS: PHOTOGRAPHS BY MARK RUWEDEL (JUNE 5, 2010 THROUGH FEBRUARY 21, 2011): THIS EXHIBITION BROUGHT TOGETHER SPECTACULAR COLOR AND BLACK-AND-WHITE PHOTOGRAPHS OF DINOSAUR TRACKS AND ANCIENT HUMAN FOOTPATHS BY MARK RUWEDEL, ONE OF THE COUNTRY'S PRE-EMINENT CONTEMPORARY LANDSCAPE PHOTOGRAPHERS. COLLECTIVELY, THESE PICTURES RECORD CHANGES IN THE LAND OVER MILLENNIA, AND THE STRANGE AND WONDERFUL LOCATIONS IN WHICH PREHISTORIC EVIDENCE IS NOW FOUND. IN RUWEDEL'S PHOTOGRAPHS, FOOTPRINTS APPEAR AND DISAPPEAR INEXPLICABLY, DESCENDING INTO GORGES, CROSSING RIVERS, AND CIRCLING MOUNTAINS-MYSTERIOUS MEMENTOS OF PEOPLES AND ANIMALS FROM LONG AGO. RUWEDEL USES THE CAMERA TO DOCUMENT TRAVELS THROUGH THE LANDSCAPE - HIS OWN AS WELL AS THOSE OF THE FOOTPRINTS HE FINDS. HIS PHOTOGRAPHS ARE BEAUTIFUL BUT ALSO POIGNANT, RAISING QUESTIONS ABOUT THE PASSAGE OF TIME, THE EPHEMERAL NATURE OF EXISTENCE, AND THE NATURE OF PHOTOGRAPHIC REPRESENTATION. RUWEDEL'S PICTURES OF DINOSAUR TRACKS HAD NEVER BEEN SHOWN BEFORE JUST AS THE ANCIENT HUMAN FOOTPATHS THEMSELVES ARE SELDOM SEEN. - THE EMPEROR'S PRIVATE PARADISE: TREASURES FROM THE FORBIDDEN CITY (SEPTEMBER 11, 2010 THROUGH JANUARY 9, 2011): DURING HIS REIGN FROM 1736 TO 1796, CHINA'S QIANLONG EMPEROR WAS ONE OF THE RICHEST, MOST POWERFUL LEADERS IN THE WORLD AND ALSO A VISIONARY PATRON OF THE ARTS. THE ELEGANT, INTIMATE PALACE GARDEN COMPLEX THAT HE BUILT WITHIN THE FORBIDDEN CITY FOR HIS RETIREMENT, AS WELL AS THE MANY ARTWORKS HE COMMISSIONED FOR THE COMPLEX, WERE SEQUESTERED FROM PUBLIC VIEW SINCE THE LATE 1700S AND ARE NOW UNDERGOING EXTENSIVE CONSERVATION. THE CULMINATION OF COLLABORATION AMONG PEM, THE PALACE MUSEUM, BEIJING, AND WORLD MONUMENTS FUND, THIS THEMATIC EXHIBITION PRESENTED 90 NEVER-BEFORE-SEEN MURALS, PAINTINGS, WALL COVERINGS, JADES, FURNITURE, AND ARCHITECTURAL ELEMENTS FROM THE QIANLONG GARDEN AND THE PALACE MUSEUM. THE CHOICE SELECTION OF OBJECTS EXPRESSES THE EMPEROR'S DESIRE TO INTEGRATE ART, NATURE, AND ARCHITECTURE AS WELL AS ANCIENT CULTURAL VALUES AND NEW PERSPECTIVES IN AN EXQUISITELY CRAFTED PALACE GARDEN COMPLEX THAT HAS BEEN DESCRIBED AS A MINI FORBIDDEN CITY AND A GEM AMONG EXISTING IMPERIAL CHINESE GARDENS. AFTER THE COMPLETION OF ITS RUN AT PEM, THIS EXHIBITION WILL TRAVEL TO TWO OTHER MAJOR AMERICAN ART MUSEUMS: THE METROPOLITAN MUSEUM OF ART, AND MILWAUKEE ART MUSEUM. PEM ALSO PARTNERED WITH YALE UNIVERSITY PRESS TO CO-PUBLISH A MAJOR EXHIBITION CATALOG IN CONJUNCTION WITH THIS EXHIBITION. - FREEPORT NO. 1: CHARLES SANDISON "FIGUREHEAD" (OCTOBER 1, 2010 THROUGH APRIL 24, 2011): FOR FREEPORT, PEM'S GROUNDBREAKING PROGRAM OF CONTEMPORARY ART, SEVERAL ARTISTS WILL ANNUALLY CREATE WORKS IN DIALOGUE WITH THE MUSEUM, ITS COLLECTION AND ITS HISTORICAL ARCHITECTURE. THE FIRST PROJECT WAS A MAJOR COMMISSION BY CHARLES SANDISON. RENOWNED FOR HIS ANIMATED DIGITAL TEXT PROJECTIONS IN DRAMATIC ARCHITECTURAL SETTINGS SUCH AS THE GRAND PALAIS IN PARIS, SANDISON CREATED "FIGUREHEAD," AN INSTALLATION FOR THE EAST INDIA MARINE HALL, THE MUSEUM'S ORIGINAL BUILDING AND HOME TO SOME OF THE EARLIEST WORKS IN THE COLLECTION. VISITORS WERE IMMERSED IN THE ANIMATED WORDS OF THE SEA CAPTAINS AND MERCHANTS RECORDED IN PEM'S EXTRAORDINARY COLLECTION OF SHIPS' LOGS AND JOURNALS THAT MAKE VISIBLE THE TRADE ROUTES, POLITICS, COMPETITION, AND EMOTIONS THAT LED TO THE MUSEUM'S FOUNDING AND PEM'S GLOBAL COLLECTION. - WRITTEN ON THE WAVES, SHIPBOARD JOURNALS AND LOGBOOKS (OCTOBER 2, 2010 THROUGH JULY 15, 2012): THIS EXHIBITION ENCOURAGED VISITORS TO DELVE INTO THE WORLD OF MARITIME MANUSCRIPTS AS WORKS TO BE APPRECIATED AS AESTHETIC OBJECTS, STORYTELLERS, AND TOUCHSTONES OF PERSONAL EXPERIENCE. THE EXHIBITION FEATURED A RANGE OF MANUSCRIPTS FROM THE PHILLIPS LIBRARY COLLECTION, INCLUDING EXAMPLES FROM THE REVOLUTIONARY WAR AND EARLY SALEM VOYAGES TO ASIA, AS WELL AS BY CAPTAIN'S WIVES AND CHILDREN. - GOLDEN: DUTCH AND FLEMISH MASTERWORKS FROM THE ROSE-MARIE AND EIJK VAN OTTERLOO COLLECTION (FEBRUARY 26, 2011 THROUGH JUNE 19, 2011): SIXTY-SEVEN PAINTINGS FROM THE INTERNATIONALLY ACCLAIMED COLLECTION OF ROSE-MARIE AND EIJK VAN OTTERLOO ILLUMINATE ONE OF THE GREATEST ARTISTIC AND CULTURAL CHAPTERS IN HISTORY. THE COLLECTION INCLUDES MASTERWORKS BY THE LEADING DUTCH AND FLEMISH ARTISTS OF THE PERIOD: REMBRANDT, FRANS HALS, JACOB VAN RUISDAEL, JAN BRUEGHEL THE ELDER, ALBERT CUYP, GERRIT DOU, WILLEM (CLAESZ) HEDA, NICHOLAS MAES, JAN STEEN, AND MANY OTHERS. AN EMERGING MERCHANT CLASS IN THE NETHERLANDS PATRONIZED THESE ARTISTS, ANNOUNCING BOTH THEIR NATIONAL PRIDE AND ARTISTIC AWARENESS THROUGH THE BROAD RANGE OF IMAGERY IN THE PAINTINGS THEY ACQUIRED-THE TURMOIL AND TRANQUILITY OF THE SEA, PROSPEROUS CITIES AND VILLAGES, THE FERTILE DUTCH COUNTRYSIDE IN ALL ITS GRANDEUR, INTIMATE STILL LIFES, PORTRAITS, AND SCENES OF DAILY LIFE. AT PEM, APPROXIMATELY 15 EXAMPLES OF SEVENTEENTH-CENTURY DUTCH AND FLEMISH FURNITURE AND DECORATIVE ARTS, ALSO FROM THE VAN OTTERLOO COLLECTION, ACCOMPANIED THESE GLORIOUS PAINTINGS. - 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. - FREEPORT NO. 3: SUSAN PHILLIPSZ (MAY 7, 2011 THROUGH NOVEMBER 6, 2011): SUSAN PHILLIPSZ, THE 2010 TURNER PRIZE WINNING ARTIST, CREATES SOUND INSTALLATIONS THAT EXPLORE WAYS IN WHICH THE EMOTIVE AND PSYCHOLOGICAL PROPERTIES OF SONG ALTER A LISTENER'S PERCEPTION OF PLACE AND TIME. WHILE SHE HAS USED A WIDE RANGE OF SOUND SOURCES, MOST OF HER WORK IS BASED ON RECORDINGS OF HER SINGING ANTHEMS, FOLK MUSIC, OR POP SONGS A CAPPELLA. PHILLIPSZ CREATED A NEW EIGHT-CHANNEL AUDIO INSTALLATION FOR PEM'S EAST INDIA MARINE HALL. HER VOICE WAS PROJECTED THROUGH AN ARRAY OF SPEAKERS INSTALLED TO ARTICULATE THE SOCIAL AND SPATIAL QUALITIES OF THE SPACE. HEARING HER DISEMBODIED VOICE IN SETTINGS WHERE SUCH AN INTIMATE EXPERIENCE IS UNEXPECTED SET UP A TENSION BETWEEN THE LISTENER'S PRIVATE MEMORIES AND THE COMMUNAL ASSOCIATIONS OF SONG. A PERSONAL REVERIE COULD BE CONNECTED TO SHARED AND EVEN COLLECTIVE MEMORIES ASSOCIATED WITH THE SPECIFIC ENVIRONMENT. - MAN RAY | LEE MILLER: PARTNERS IN SURREALISM (JUNE 11, 2011 THROUGH DECEMBER 4, 2011): THIS EXHIBITION BROUGHT TOGETHER WORKS MADE BY TWO GIANT FIGURES IN EUROPEAN SURREALISM: THE PAINTER, SCULPTOR, AND PHOTOGRAPHER MAN RAY, AND THE PHOTOGRAPHER LEE MILLER. FROM 1929-1932, THE TWO LIVED TOGETHER IN PARIS, FIRST AS TEACHER AND STUDENT, AND LATER AS LOVERS. THEIR MERCURIAL RELATIONSHIP RESULTED IN SOME OF THE MOST POWERFUL WORK OF EACH ARTIST'S CAREER, AND HELPED SHAPE THE COURSE OF MODERN ART. BRINGING TOGETHER UNIQUE AND VINTAGE PHOTOGRAPHS, PAINTINGS, SCULPTURE, AND DRAWINGS PRIMARILY FROM THE LEE MILLER ESTATE IN ENGLAND, THE EXHIBITION TOLD THE STORY OF THE ARTISTS' BRIEF BUT IMPORTANT ASSOCIATION. HISTORICALLY, MILLER HAS BEEN DESCRIBED AS MAN RAY'S MUSE, BUT "PARTNERS IN SURREALISM" REVEALED HOW THE ARTISTS INSPIRED EACH OTHER EQUALLY, COLLABORATING ON NUMEROUS WORKS, AND ALSO EXAMINED THE LINGERING EFFECT EACH HAD ON THE OTHER'S ART. THE WORKS HAVE RARELY BEEN SEEN IN THE UNITED STATES. CONNECTING PHOTOGRAPHY WITH OTHER MEDIA, THE EXHIBITION CELEBRATED HOW THE SURREALISTS COMBINED IMAGERY IN UNEXPECTED WAYS, CREATING EXTRAORDINARY FEATS OF IMAGINATION. IT ALSO SHOWED HOW THE THEMES OF LOVE, LUST, AND DESIRE DROVE THE ART OF THE SURREALISTS. - 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. - PAINTING THE AMERICAN VISION (JULY 30, 2011 THROUGH NOVEMBER 6, 2011): IN THE MID-1800S A LOOSELY KNIT GROUP OF AMERICAN ARTISTS-NOW KNOWN AS THE HUDSON RIVER SCHOOL-AS WELL AS POETS AND WRITERS, FORGED A SELF-CONSCIOUSLY "AMERICAN" LANDSCAPE VISION. THIS VISION WAS GROUNDED IN THE EXPLORATION OF THE NATURAL WORLD AS A RESOURCE FOR SPIRITUAL RENEWAL AND AS AN EXPRESSION OF CULTURAL AND NATIONAL IDENTITY. DRAWN FROM THE EXTRAORDINARY COLLECTION OF THE NEW-YORK HISTORICAL SOCIETY, THIS EXHIBITION FEATURED 45 CELEBRATED MASTERPIECES OF AMERICAN LANDSCAPE PAINTING, INCLUDING THOMAS COLE'S ICONIC SERIES OF MONUMENTAL PAINTINGS, "THE COURSE OF THE EMPIRE," AND WORKS BY ALBERT BIERSTADT, FREDERIC EDWIN CHURCH, JASPER FRANCIS CROPSEY, ASHER B. DURAND, SANFORD ROBINSON GIFFORD, THOMAS HILL, GEORGE INNESS, JOHN FREDERICK KENSETT, AND FRANCIS SILVA. - 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. 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 2011, 18,290 STUDENTS FROM 287 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 4,848 TOTAL VISITS DURING 2011. AT THE END OF THE ACADEMIC YEAR, OVER 200 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. A SUMMATIVE EVALUATION OF THE PROGRAM, PERFORMED BY THE PROGRAM EVALUATION GROUP OF LESLEY UNIVERSITY, WILL BE COMPLETED IN AUGUST 2012. 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, AND HISTORY AND SOCIAL SCIENCE, WITH OVERALL ATTENDANCE TOTALING 86 EDUCATORS IN 2011. 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, NINE 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 2011 OVER 60 STUDENTS WERE OFFERED PAID 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. A PROGRAM DEVELOPED WITH SALEM STATE UNIVERSITY BROUGHT 112 STUDENTS WITH LOW ACADEMIC PERFORMANCE 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 2011, THE MUSEUM OFFERED NEARLY 450 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 27,714 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 14,753 IN 2011, 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 1,644 IN 2011. 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. ALL TOGETHER 86,198 PEOPLE PARTICIPATED IN ANC EXHIBITION PROGRAMMING IN 2011. 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 8,851 VISITORS PARTICIPATED IN TOURS OF COLLECTION HIGHLIGHTS, SPECIAL EXHIBITIONS, OR HISTORIC HOUSES IN 2011. 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 EXPANDED IN 2011, DEVELOPING NEW PROGRAM STREAMS SUCH AS 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 2011, A TOTAL OF 15 CURATED FILMS WERE SHOWN TO 1,061 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 2011, 18 PRESENTATIONS WERE ATTENDED BY 1154 ADULTS. AMONG THESE WERE: - A PRESENTATION BY BHARATI MUKHERJEE, A PROFESSOR AT UNIVERSITY OF CALIFORNIA AT BERKELEY AND AN AWARD-WINNING AUTHOR, IN WHICH SHE REFLECTED ON THE CONDITION OF ASIAN IMMIGRANTS IN NORTH AMERICA, WITH PARTICULAR ATTENTION TO THE CHANGES TAKING PLACE AMONG SOUTH ASIAN WOMEN IN A NEW WORLD. - A LECTURE ENTITLED "WHAT ART TELLS US ABOUT THE BRAIN" BY MARGARET LIVINGSTONE, PH.D., PROFESSOR OF NEUROBIOLOGY AT HARVARD UNIVERSITY MEDICAL SCHOOL AND AUTHOR OF VISION AND ART: THE BIOLOGY OF SEEING. THIS PRESENTATION HIGHLIGHTED THE PROPERTIES OF VISUAL PERCEPTION THAT ARTISTS LEARNED BEFORE SCIENTIFIC RESEARCH PROVED THEM, INCLUDING MATISSE'S USE OF COLOR AND THE ILLUSIONARY BASIS OF POINTILLIST PAINTINGS. - IN CONJUNCTION WITH THE EXHIBITION GOLDEN: MASTERWORKS OF DUTCH AND FLEMISH ART FROM THE VAN OTTERLOO COLLECTION, THE PRESENTATION "WORLDS IN MINIATURE" EXPLORED THE 17TH-CENTURY DUTCH PHENOMENON OF DOLL'S HOUSES, A FASHIONABLE ADULT HOBBY PURSUED BY WEALTHY DUTCH WOMEN. DOLLHOUSE OWNERS COMMISSIONED ARTISTS AND FURNITURE MAKERS TO CREATE ELABORATE AND DETAILED MINIATURES OF CERAMICS, TEXTILES, AND CONSUMER GOODS OF THE TIME, CREATING A VISUAL RECORD OF THE IDEAL HOME OF AN AFFLUENT MERCHANT OR CIVIL OFFICER. DUTCH CURATOR JET PIJZEL-DOMMISSE, THE WORLD'S AUTHORITY ON THE SUBJECT, DISCUSSES THESE DETAILED WORKS OF ART. 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 2011, 15 ADULT ART WORKSHOPS AND ARTIST DEMONSTRATIONS WERE HELD, REACHING AN AUDIENCE OF 2,348 ADULTS. - ARTIST ILANA MANOLSON ILLUMINATED TECHNIQUES OF LANDSCAPE PAINTING IN OIL, INSPIRED BY THE MOODS AND ATMOSPHERES EVOKED BY PAINTERS ON VIEW IN PAINTING THE AMERICAN VISION, FEATURING THE ART OF THE HUDSON RIVER SCHOOL AND OTHER 19TH-CENTURY LANDSCAPE PAINTERS. - ARTIST, AUTHOR AND EDUCATOR CLARE WALKER LESLIE LED AN INTERACTIVE NATURE JOURNALING CLASS. ADULTS ENGAGED IN CLOSE OBSERVATION OF PLANT AND ANIMAL LIFE, LEARNED TECHNIQUES FOR DOCUMENTING OBSERVATIONS IN ARTISTIC JOURNALS, AND USED METHODS RELATED TO THOSE OF THE LANDSCAPE ARTISTS IN PAINTING THE AMERICAN VISION. - SAN FRANCISCO-BASED ARTIST AIRYKA ROCKEFELLER LED A FULL-DAY PHOTOGRAPHY WORKSHOP, BEGINNING WITH AN INTRODUCTION TO CONTEMPORARY, MULTICULTURAL SELF-PORTRAITS, WHICH PROVIDED INSPIRATION FOR STUDENTS' MAKING THEIR OWN IMAGES DURING THE SECOND HALF OF THE CLASS. STUDENTS VISITED THE MUSEUM'S HISTORIC ROPES MANSION TO STAGE THEIR SHOTS, PARTICIPATED IN A TOUR OF SWISS ARTIST MARIANNE MUELLER'S FREEPORT [NO. 002] EXHIBITION, AND JOINED IN A SHARED CRITIQUE OF THE GROUP'S PHOTOGRAPHS. IN TOTAL, 1763 ADULT PROGRAMS AND TOURS WERE OFFERED IN 2011 FOR A COMBINED ATTENDANCE OF 23,826. 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. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -11,891,174. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -335,855. CHANGE IN VALUE OF INTEREST RATE SWAP -22,283. TOTAL TO FORM 990, PART XI, LINE 5: -12,249,312.