HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HENRY FRANCIS DU PONT WINTERTHUR MUSEUM INC (EIN 51-0066038)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349301710
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T08:15:18-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 ROCKFORD ROAD | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510066038 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Henry Francis du Pont Winterthur Museum Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HENR | NameControl |
| Phone | 3028884600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Necarsulmer | Name |
| Title | CFO | Title |
| Phone | 3028884600 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter Kennedy | Name |
| Phone | 3026566632 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Necarsulmer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 52 | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 211657436 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.Winterthur.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | Winterthur's mission is to inspire, enlighten, and delight all of its visitors while preserving and enhancing its buildings and landscape, its collections and programs, and its history as a great American country estate. In so striving, we invoke the words of our founder, Henry Francis du Pont: "I sincerely hope that the Museum will be a continuing source of inspiration and education for all time, and that the gardens and grounds will of themselves be a country place museum where visitors may enjoy as I have, not only the flowers, trees and shrubs, but also the sunlit meadows, shady wood paths, and the peace and great calm of a country place which has been loved and taken care of for three generations." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 432 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 17255 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -443414 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6046710 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4640487 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2240639 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2007843 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 438911 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3818824 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1326235 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1101110 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10052495 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11568264 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 441798 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 426709 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21876363 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20984013 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 7934 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1212761 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14387831 | OtherExpensePriorYear |
| Other Expenses Current Year | 12576844 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36713926 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33987566 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -26661431 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -22419302 | RevenuesLessExpensesCY |
| Total Assets BOY | 328210129 | TotalAssetsBOY |
| Total Assets EOY | 343287417 | TotalAssetsEOY |
| Total Liabilities BOY | 23991119 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29604280 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 304219010 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 313683137 | NetAssetsOrFundBalancesEOY |
| Mission Description | Winterthur's mission is to inspire, enlighten and delight all of its visitors while preserving and enhancing its buildings and landscape, its collections and programs, and its history as a great American country estate. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10242281 | Expense |
| Revenue | 2007843 | Revenue |
| Description | Public Visitation, Membership, and Public Relations:Winterthur hosted 116,000 visitors for tours, educational programs, and special and community events during FY10. Member households for the year totaled 8,587. Two new themed tours of the house and garden were added, and training was completed for master guide interpreters. The 50th anniversary of Winterthur's School Programs was an opportunity to bring in more groups on scholarship and expand offerings. Nearly 7,300 schoolchildren participated in these offerings through the Public Programs Department. Garden programs attracted 2,576 participants at 73 programs. Nearly 2,500 members of the community learned about Winterthur through staff lectures at neighboring institutions.Winterthur welcomed new visitors through the presentation of five academic conferences, a decorative arts and garden lecture series, collection workshops, and weekly family programs. The institution continued to publicize all offerings locally and nationally, with an emphasis on electronic media and finalized the redesigned Web site. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9738950 | Expense |
| Description | Curatorial, Conservation, Education, Library Programs: Including Collection and Library Materials:Winterthur continued to attract audiences through four exhibitions; Faces of a New Nation: American Portraits of the 18th and 19th Centuries from the Metropolitan Museum of Art, Good Tidings to You: Victorian Christmas Ephemera from the John & Carolyn Grossman Collection, Lost Gardens of the Brandywine, and Flower Power: Floral Artistry at Winterthur. The exhibition Quilts in a Material World: Selections from the Winterthur Collection travelled to the Milwaukee Museum of Art.The institution added approximately 8,600 new records and 25,000 digital images to the computerized collection catalogue database. The long-term goal of this project is to achieve complete and accurate records and digital images for the whole of the museum collection and to make this information available online.This past year 16 graduate students were enrolled in the Winterthur Program in American Material Culture (administered with the University of Delaware), and 30 graduate students studied in the Winterthur/University of Delaware Program in Art Conservation. Graduates of these Masters Degree programs serve in museums, historic houses, and conservation facilities in North America, Europe, and elsewhere. Additionally, Winterthur hosted 25 visiting scholars who availed themselves of the library collections to research various material culture and design topics.The mission of the library is to acquire, catalog, preserve, and make its collections available to the public. During FY10 we added approximately 100 archival lots and 2,200 books and periodicals by purchase and gift; cataloged about 1,700 items; and lent 394 books via interlibrary loan. We welcomed approximately 1,100 visitors to the manuscript collection and circulated 4,718 items in the printed books collection. Staff added significantly to our electronic resources with the production of two digital collections and organized five exhibitions based on library resources: "Fly Away," "Good Tidings to You," "The Art of the Stone: The Process of Lithography," "Love is in the Air," and "A Sporting Life." | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2712876 | Expense |
| Description | Garden Program:Winterthur maintains a world-renowned 200-acre naturalistic garden that welcomes visitors from all parts of the globe. The collection of rare and historic plants includes magnolias, azaleas, minor bulbs, conifers, and specimen trees. Significant varieties in the collection are tracked or "accessioned" through a records system, which currently includes 7,508 plants. In FY10 we continued the restoration of numerous garden areas - including Azalea Woods, March Bank, Oak Hill, Peony Garden, and Pathways - and completed the restoration of fountains and statuary in the Reflecting Pool area. In addition, the horticulture internship program provided technical experience and on-the-job training to five students during the year. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3061778 | Expense |
| Revenue | 717232 | Revenue |
| Description | Marketing Program (Expenses $2,330,847):Winterthur signed three new and renewed 3 existing licensees that will broaden and deepen awareness of the institution with products tightly tied to the collection and museum offerings. Similarly, the retail stores have continued to grow an Internet presence that integrates the two on-site stores with our Web site, thereby increasing knowledge of Winterthur while providing a revenue opportunity.Publications Program (Expenses $730,931):In FY10 the Publications Office at Winterthur successfully shepherded three new book projects to completion: The du Ponts: Houses and Gardens in the Brandywine (September 2009); Success to America: Creamware for the American Market from the S. Robert Teitelman Collection at Winterthur (March 2010); and Early American Decorative Arts (June 2010), a revised edition of the original publication. In addition, all editing was completed for the soon-to-be-published exhibition catalogue Paint, Pattern & People: Furniture of Southeastern Pennsylvania, 1725-1850. Winterthur also continued to make significant contributions to the field through its academic journal, Winterthur Portfolio. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3061778 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 717232 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 25755885 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 136 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 432 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 1 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Necarsulmer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3028884600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Winterthur Museum 5105 Kennett Pike | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| Dr David P Roselle | |||||||
| Executive Director and Trustee | 50.00 | X | X | X | 263616 | 0 | 12250 |
| Mr Rodman Ward Jr | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Mrs Elizabeth B Johnson | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Mr Pierre du Pont Hayward | |||||||
| Vice Chairman and Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Mrs Cecile Drackett Allyn | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ms Carol A Ammon | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Penny M Ashford | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Katharine P Booth | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs W L Lyons Brown Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr William K du Pont | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Morrison H Heckscher | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John A Herdeg | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Frank L Hohmann III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Olivia Barclay Jones | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Richard I G Jones | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Barron U Kidd | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Greta B Layton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Joshua W Martin III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John L McGraw | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Elizabeth H Owens | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Bruce C Perkins | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Lynn Springer Roberts | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Geoffrey M Rogers | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Thomas R Ryan | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr John A Sargent | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Mark E Stalnecker | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr George Strawbridge Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr P Coleman Townsend Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Susan M Townsend | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Richard W Vieser | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Richard C Weiss | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| The Honorable W L Lyons Brown Jr | |||||||
| Chairman & Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Samuel Schwartz | |||||||
| Chairman & Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mrs George P Bissell Jr | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Robert W Duemling | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Julia Bissell Leisenring | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Ruth Lord | |||||||
| Trustee Emerita | 1.00 | X | 0 | 0 | 0 | ||
| Mr Blaine T Phillips | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr David D Wakefield | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr David B Warren | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Charles O Wood III | |||||||
| Trustee Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Mr Edmond L Lincoln | |||||||
| Honorary Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr George A Weymouth | |||||||
| Honorary Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mr Millard G Gamble | |||||||
| Trustee Emeritus - in Memoriam | 0.00 | X | 0 | 0 | 0 | ||
| Mr Robert Necarsulmer | |||||||
| CFO and Treasurer | 50.00 | X | X | 164926 | 0 | 1698 | |
| Ms Jane Drummond | |||||||
| Assistant Secretary | 50.00 | X | 61180 | 0 | 2181 | ||
| Ms Denise D Adams | |||||||
| Assistant Treasurer | 50.00 | X | 71271 | 0 | 2019 | ||
| Mr Christopher Strand | |||||||
| Dir.-Garden and Estate | 50.00 | X | 127660 | 0 | 19830 | ||
| Mr Brock Jobe | |||||||
| Professor | 50.00 | X | 141435 | 0 | 2857 | ||
| Mr Robert R Davis | |||||||
| Dir.-Development | 50.00 | X | 186474 | 0 | 11979 | ||
| Mr John Savage | |||||||
| Dir.-Museum Affairs | 50.00 | X | 147332 | 0 | 9585 | ||
| Ms Lisbeth Selsor | |||||||
| Dir.-Human Resources | 50.00 | X | 138420 | 0 | 16760 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1302314 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 79159 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| N Barton & Associates | |||||
| 3629 Old Capitol Trl | Wilmington | DE | 19808 | Construction Contractor | 269492 |
| L R Rowe Construction | |||||
| 2904 Shipley Road | Wilmington | DE | 19810 | Construction Contractor | 235950 |
| Page Excavating Company | |||||
| 818 Pennsgrove Rd | Lincoln University | PA | 19352 | Construction Contractor | 230462 |
| Charles C Connell Company | |||||
| 1111 Greenbank Road | Wilmington | DE | 19808 | Construction Contractor | 222430 |
| Cambridge Associates | |||||
| 100 Summer Street | Boston | MA | 02110 | Investment Advisor | 186127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Membership Dues | 798080 | MembershipDues |
| Fundraising Events | 459963 | FundraisingEvents |
| Related Organizations | 90000 | RelatedOrganizations |
| Government Grants | 98765 | GovernmentGrants |
| All Other Contributions | 3193679 | AllOtherContributions |
| Noncash Contributions | 205001 | NoncashContributions |
| Total Contributions | 4640487 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Admissions | 900099 | 1127195 | 1127195 |
| Usage Fees | 900099 | 231142 | 231142 |
| Exhibition Participati | 900099 | 208156 | 208156 |
| Teaching/Consulting | 900099 | 60920 | 60920 |
| Deaccessions | 900099 | 100 | 100 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 380330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 380330 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2007843 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4051288 | TotalRevenueColumn |
| Exclusion | $4,051,288 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174741 | TotalRevenueColumn |
| Exclusion | $174,741 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 418994 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44125 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 374869 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 374869 | TotalRevenueColumn |
| Exclusion | $374,869 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 198750456 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 198982920 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -232464 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -232464 | TotalRevenueColumn |
| Exclusion | -$232,464 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 210978 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 459963 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 393965 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -182987 | TotalRevenueColumn |
| Exclusion | -$182,987 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1402649 | GrossSalesOfInventory |
| Cost Of Goods Sold | 668162 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 734487 | TotalRevenueColumn |
| Related Or Exempt Function Income | 717232 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17255 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11568264 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2725075 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17255 | UnrelatedBusinessRevenue |
| Exclusion | $4,185,447 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426709 | Total |
| Program Services | 426709 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631736 | Total |
| Management And General | 631736 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10948205 | Total |
| Program Services | 8606633 | ProgramServices |
| Management And General | 1817886 | ManagementAndGeneral |
| Fundraising | 523686 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6469978 | Total |
| Program Services | 4757835 | ProgramServices |
| Management And General | 1359462 | ManagementAndGeneral |
| Fundraising | 352681 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2094373 | Total |
| Program Services | 1493254 | ProgramServices |
| Management And General | 528847 | ManagementAndGeneral |
| Fundraising | 72272 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 839721 | Total |
| Program Services | 634586 | ProgramServices |
| Management And General | 170551 | ManagementAndGeneral |
| Fundraising | 34584 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84332 | Total |
| Program Services | 6981 | ProgramServices |
| Management And General | 77351 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44000 | Total |
| Management And General | 44000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774048 | Total |
| Management And General | 774048 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136901 | Total |
| Program Services | 65831 | ProgramServices |
| Management And General | 58597 | ManagementAndGeneral |
| Fundraising | 12473 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357005 | Total |
| Program Services | 356787 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
| Fundraising | 118 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808948 | Total |
| Program Services | 701686 | ProgramServices |
| Management And General | 68475 | ManagementAndGeneral |
| Fundraising | 38787 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175163 | Total |
| Management And General | 175163 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2870900 | Total |
| Program Services | 2691662 | ProgramServices |
| Management And General | 137869 | ManagementAndGeneral |
| Fundraising | 41369 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120542 | Total |
| Program Services | 105098 | ProgramServices |
| Management And General | 10567 | ManagementAndGeneral |
| Fundraising | 4877 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449521 | Total |
| Program Services | 317792 | ProgramServices |
| Management And General | 50711 | ManagementAndGeneral |
| Fundraising | 81018 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202868 | Total |
| Management And General | 202868 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4332866 | Total |
| Program Services | 3757323 | ProgramServices |
| Management And General | 524685 | ManagementAndGeneral |
| Fundraising | 50858 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248438 | Total |
| Management And General | 248438 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Public visitation | 449611 | 449611 |
| Library materials | 326035 | 326035 |
| Gardens and grounds | 247759 | 247759 |
| Collection Acquisitions | 226976 | 226976 |
| Marketing program | 183628 | 183628 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537303 | Total |
| Program Services | 399699 | ProgramServices |
| Management And General | 137566 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33987566 | Total |
| Program Services | 25755885 | ProgramServices |
| Management And General | 7018920 | ManagementAndGeneral |
| Fundraising | 1212761 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371053 | BOY |
| EOY | 656004 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2002745 | BOY |
| EOY | 1520620 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404764 | BOY |
| EOY | 540979 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514956 | BOY |
| EOY | 390597 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85852 | BOY |
| EOY | 51357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 98533841 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60473811 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39562555 | BOY |
| EOY | 38060030 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139496015 | BOY |
| EOY | 143336232 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144143712 | BOY |
| EOY | 157536638 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628477 | BOY |
| EOY | 1194960 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328210129 | BOY |
| EOY | 343287417 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3012181 | BOY |
| EOY | 3159348 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142655 | BOY |
| EOY | 192006 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4250000 | BOY |
| EOY | 4250000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6490364 | BOY |
| EOY | 6695246 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10095919 | BOY |
| EOY | 15307680 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23991119 | BOY |
| EOY | 29604280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263893356 | BOY |
| EOY | 271397751 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21007620 | BOY |
| EOY | 22868527 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19318034 | BOY |
| EOY | 19416859 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304219010 | BOY |
| EOY | 313683137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328210129 | BOY |
| EOY | 343287417 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7372498 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6679207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6557291 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5320309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5122612 | CurrentTaxYear |
| Total | 31051917 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7372498 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6679207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6557291 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5320309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5122612 | CurrentTaxYear |
| Total | 31051917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 31051917 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11931836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6598673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6899806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5863075 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4645023 | CurrentTaxYear |
| Total | 35938413 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 66990330 | TotalSupport |
| Gross Receipts From Admissions Etc | 41450433 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.46350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 284579194 | BeginningOfYearBalance |
| Contributions | 164852 | Contributions |
| Investment Earnings Or Losses | 35635149 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346652 | GrantsOrScholarships |
| Other Expenditures | 18372119 | OtherExpenditures |
| Administrative Expenses | 774048 | AdministrativeExpenses |
| End Of Year Balance | 300886376 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 367888107 | BeginningOfYearBalance |
| Contributions | 471454 | Contributions |
| Investment Earnings Or Losses | -64117573 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346342 | GrantsOrScholarships |
| Other Expenditures | 18467658 | OtherExpenditures |
| Administrative Expenses | 848794 | AdministrativeExpenses |
| End Of Year Balance | 284579194 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.87330 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06450 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06220 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6705791 | OtherCostOrOtherBasis |
| Book Value | 6705791 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74585105 | OtherCostOrOtherBasis |
| Depreciation | 45410246 | Depreciation |
| Book Value | 29174859 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17242945 | OtherCostOrOtherBasis |
| Depreciation | 15063565 | Depreciation |
| Book Value | 2179380 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38060030 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 68223013 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Endowment Cash | 8976951 | F |
| Limited Partnerships | 36616615 | F |
| Private Equity Funds | 37754408 | F |
| Other Mutual Funds | 5965651 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 157536638 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Construction in Process | 752247 |
| Life Insurance Receivable | 397427 |
| Debt Issuance Cost | 45286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1194960 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued pension expense | $15,094,669 |
| Bond Interest Swap Liability | $213,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15307680 | TotalOfAmounts |
| Total Revenue | 11568264 | TotalRevenue |
| Total Expenses | 33987566 | TotalExpenses |
| Excess Or Deficit For Year | -22419302 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 31889198 | NetUnrealizedGLOnInvestments |
| Other | -$5,769 | OtherAmount |
| Total Adjustments | 31883429 | TotalAdjustments |
| Excess Or Deficit Per FS | 9464127 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43745542 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 31889198 | NetUnrealizedGainsInvestments |
| Other Revenues | 1062127 | OtherRevenues |
| Revenue Not Rptd F990 | 32951325 | RevenueNotRptdF990 |
| Revenue Subtotal | 10794217 | RevenueSubtotal |
| Investment Expenses Not Included | 774047 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 774047 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11568264 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34281415 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1062127 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1062127 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33219288 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 774047 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -5769 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 768278 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33987566 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | In conformity with FASB ASC 958-605 (formerly Statement of Financial Accounting Standards, Number 116 - Accounting for Contributions Received and Contributions Made), the financial statements exclude the value of the collection objects and library holdings. No determination can be made as to the aggregate value of such items. Winterthur records proceeds from deaccessions and disbursements for current period accessions in the statement of activity as revenue and expenditures, respectively. Proceeds from sales of collection items are limited to the acquisition of other items for collections. Winterthur employs conservation and curatorial staff to ensure that the collection is protected and preserved. | |
| Part X: | Winterthur has adopted the provisions of FASB Interpretation No. 48 (FASB ASC 740-10-50), Accounting for Uncertainty in Income Taxes. Management continually evaluates uncertain tax positions and expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings, as applicable. Management's evaluation is that there is no income tax liability. This evaluation is based on settled and established positions within the Internal Revenue Code and management believes there is no significant uncertainty related to its evaluation. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | Direct Mail and Fulfillment Center Transition: -5769. | |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses: 393965. Cost of Goods Sold: 668162. | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses: 393965. Cost of Goods Sold: 668162. | |
| Part XIII, Line 4b - Other Adjustments: | Direct Mail and Fulfillment Center Transition: -5769. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Point to Point Races | NameOfEvent1 |
| Gross Receipts Event1 | 364858 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 343865 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20993 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 23638 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 181185 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Delaware Antiques Show | NameOfEvent2 |
| Gross Receipts Event2 | 306083 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 116098 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 189985 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6042 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 70548 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 112552 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 670941 | GrossReceiptsTotal |
| Charitable Contributions Total | 459963 | CharitableContributionsTotal |
| Gross Revenue Total Events | 210978 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6042 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 94186 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 293737 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 393965 | DirectExpenseSummaryEvents |
| Net Income Summary | -182987 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Winterthur Program in American Material Culture | 16 | 291200 |
| Research Fellowship | 29 | 95509 |
| NEH Fellowship | 2 | 40000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The only disbursements made to non-affiliated persons in furtherance of its mission and exempt purpose are to graduate students (Winterthur Program in American Material Culture and the Winterthur/University of Delaware Program in Art Conservation) and research fellows (Research Fellowship Program). The graduate student awards are made according to admission procedures consistent with practices at the University of Delaware, which co-sponsors the awards, and supervised by University of Delaware faculty. All Research Fellowship awards are made according to selection procedures consistent with practices of the National Endowment for the Humanities, which funds some of the Fellowships. Graduate student award funds are monitored according to internal fiscal practices of both the Winterthur Museum and the University of Delaware. Research Fellowship expenditures are monitored by annual reports to NEH (for NEH-funded fellowships) and by monthly internal tracking of non-NEH fellowships. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr David P Roselle | |||||||||||||
| 263616 | 0 | 0 | 0 | 0 | 0 | 12250 | 0 | 8797 | 0 | 284663 | 0 | 135022 | 0 |
| Mr Robert Necarsulmer | |||||||||||||
| 164926 | 0 | 0 | 0 | 0 | 0 | 1698 | 0 | 5977 | 0 | 172601 | 0 | 151111 | 0 |
| Mr Robert R Davis | |||||||||||||
| 186474 | 0 | 0 | 0 | 0 | 0 | 11979 | 0 | 989 | 0 | 199442 | 0 | 175544 | 0 |
| Mr John Savage | |||||||||||||
| 147332 | 0 | 0 | 0 | 0 | 0 | 9585 | 0 | 6167 | 0 | 163084 | 0 | 135474 | 0 |
| Ms Lisbeth Selsor | |||||||||||||
| 138420 | 0 | 0 | 0 | 0 | 0 | 3472 | 0 | 14931 | 0 | 156823 | 0 | 128452 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Compensation for the calendar year 2009 included 27 bi-weekly pay dates as determined by the payroll calendar. The payroll calendar for 2008 included only 26 bi-weekly pay dates. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| Ruth Lord | ||
| Daughter of Founder | Pursuant to bequest, she is given the right to use Residence #6 rent-free for life without paying maintenance costs. Winterthur was given the remainder interest in the property. Mrs. Lord is currently permitting Winterthur to use Residence #6 to house visiting scholars & associates. | 0 |
| Mr Joshua W Martin III | ||
| Partner at law firm used by Winterthur | The Trustee does no work for the Winterthur account & no consideration is given to Winterthur's work with the firm in the determination of the amount of compensation the Trustee receives from the firm. It is also important to note that the Trustee was on the Winterthur Board for a number of years before he joined Potter, Anderson and Corroon and Potter, Anderson and Corroon was Winterthur's primary law firm for many years before the Trustee joined the firm. However, to preclude any conflict, Winterthur and the Trustee have agreed that he should serve on neither the Audit Committee nor the Human Resources Committee (which sets compensation for the Director). | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 344 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenues |
Art Fractional Interest ArtFractionalInterest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FASB ASC 958-360-25 | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 205001 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 9 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Third Party Use: | Part I, Line 32b: | Deaccessioned material is sold through public auction houses (ie. Pook & Pook, Inc. and Christie's). Winterthur uses a brokerage account with an unrelated financial institution to process non-cash contributions of stock. |
| Non Reporting of Revenue: | Part I, Line 33: | A zero amount is reported in Sch M, Part I, line 3(c), because Winterthur does not capitalize its collection, as allowed under FASB ASC 958-360-25 (formerly SFAS 116). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some Board members share a family relationship. |
| Form 990, Part VI, Section A, line 5 | A single employee over a period of time spanning several years made personal charges on the Winterthur credit card totaling approximately $294,000. Upon identifying the theft, the employee was immediately terminated, charges were filed with the State Police and the former employee pled guilty and was ordered to pay restitution. Winterthur tightened its policies and procedures for the users of the Organization's credit card, including lowering the amount allowed per transaction, lowering the dollar amount of transactions allowed per month and performing monthly audits of the credit card purchases. The large majority (more than 90%) of the loss was recovered through insurance. |
| Form 990, Part VI, Section B, line 11 | The Audit Committee reviews the Form 990 before the return is signed and filed. |
| Form 990, Part VI, Section B, line 12c | Each Trustee must complete a Conflict of Interest Policy Disclosure Statement upon his/her election to the Board and annually thereafter. Board members are required to acknowledge a potential conflict to the Board prior to entering into a transaction with the Museum. The minutes of the Board meeting at which a disclosure of conflict is made shall reflect the occurrence and the outcome. The Executive Director monitors contracts and vendor payments for potential conflicts of interest and informs the Chairman of the Board. The Chairman then brings the potential conflict to the Board for discussion when deemed possibly material. |
| Form 990, Part VI, Section B, line 15 | The Human Resources Committee of the Board of Trustees oversees a national salary survey every three years. The Committee also gathers local salary data to help establish current market values for the Museum's salaried positions. The collected survey data supports a salary structure that aligns every position within a salary range. The Human Resources Committee reviews all salary rates including the Executive Director and departmental Directors and then approves the rates of pay prior to budget approval for the next fiscal year. |
| Form 990, Part VI, Section C, line 19 | While the Museum routinely provides copies of the audited financial statements when requested,it has never received a request for its conflict of interest policy or governing documents. Although there is no legal requirement that it do so, in the interest of transparency, requests of this nature will be evaluated by the Museum and responded to on a case by case basis. |
| Form 990, Part XI, Line 2c | Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friends of Winterthur | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Rt 52 | AddressLine1 |
| City | Winterthur | City |
| State | DE | State |
| ZIP Code | 19735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516018240 | EIN |
| Primary Activities | Develop Winterthur as a research center for scholars to study art & culture | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(1) | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friends of Winterthur | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 90000 | AmountInvolved |