2026-05-15T11:22:01-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 GEVELYN MCCASKILL CHIEF FINANCIAL OFFICER 9787459500 2026-05-15 1 1 CRAIG KLEIN P00734640 6178075000 2026-05-15 2024 2025-03-06 01:10:19Z LYNDA ROSCOE HARTIGAN EAST INDIA SQUARE SALEM MA 019703783 99190827 0 X WWW.PEM.ORG X 1992 MA PEM OFFERS THOUGHT-PROVOKING EXPERIENCES OF THE ARTS, HUMANITIES, AND SCIENCES TO ACTIVATE UNDERSTANDING OF OUR SHARED HUMANITY AND TO EMPOWER IMAGINATION AND LEARNING THROUGH EXPERIMENTATION. WE STEWARD, BUILD, AND MAKE OUR COLLECTIONS ACCESSIBLE TO ENCOURAGE APPRECIATION OF THE INTERCONNECTED HISTORIES AND CREATIVITY OF PEOPLE IN OUR COMPLEX, ALWAYS CHANGING WORLD. 23 23 255 108 708986 401323 6115128 8972691 2192688 2739837 9849257 12892020 1793515 1799314 19950588 26403862 0 0 0 0 19103447 20880307 0 0 3260388 27232794 26413137 46336241 47293444 -26385653 -20889582 826032683 844676616 71341323 67334456 754691360 777342160 X PEM OFFERS THOUGHT-PROVOKING EXPERIENCES OF THE ARTS, HUMANITIES, AND SCIENCES TO ACTIVATE UNDERSTANDING OF OUR SHARED HUMANITY AND TO EMPOWER IMAGINATION AND LEARNING THROUGH EXPERIMENTATION. WE STEWARD, BUILD, AND MAKE OUR COLLECTIONS ACCESSIBLE TO ENCOURAGE APPRECIATION OF THE INTERCONNECTED HISTORIES AND CREATIVITY OF PEOPLE IN OUR COMPLEX, ALWAYS CHANGING WORLD. 0 0 12688018 2189271 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 14289538 5051 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 2925610 106681 LEARNING & COMMUNITY ENGAGEMENT: SEE SCHEDULE O. 7649202 1637976 ALL OTHER 7649202 1637976 37552368 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 176 0 255 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X X GEVELYN MCCASKILL 9787459500 PEABODY ESSEX MUSEUM EAST INDIA SALEM MA 019703783 ANA B COLMENERO TRUSTEE 1.00 X 0 0 0 ANDREW HEISKELL TRUSTEE 1.00 X 0 0 0 AUSTIN SHAPARD VICE PRESIDENT 2.00 X X 0 0 0 BRENDA FURLONG TREASURER 2.00 X X 0 0 0 CATHERINE CREIGHTON TRUSTEE 1.00 X 0 0 0 CLEMENT BENENSON TRUSTEE 1.00 X 0 0 0 DR EDWARD G TIEDEMANN JR TRUSTEE 1.00 X 0 0 0 ELIZABETH DE MONTRICHARD TRUSTEE 1.00 X 0 0 0 JANE PAPPALARDO TRUSTEE 1.00 X 0 0 0 JEFFREY BEALE VICE CHAIR 1.00 X X 0 0 0 JENNIFER BORGGAARD CHAIR 2.00 X X 0 0 0 23 TRUSTEE 1.00 X 0 0 0 KATE O'NEIL SECRETARY 1.00 X X 0 0 0 SMITA AMIN PATEL TRUSTEE 1.00 X 0 0 0 STEPHANIE BENENSON TRUSTEE 1.00 X 0 0 0 STUART PRATT PRESIDENT 2.00 X X 0 0 0 SUNITA PEREIRA MD TRUSTEE 1.00 X 0 0 0 SYDNEY ATKINS TRUSTEE 1.00 X 0 0 0 S JASON BALETSA TRUSTEE 1.00 X 0 0 0 TASNEEM CHIPTY TRUSTEE 1.00 X 0 0 0 MOLLY COOK TRUSTEE 1.00 X 0 0 0 DR LESLIE KING HAMMOND TRUSTEE 1.00 X 0 0 0 ELLEN G HOFFMAN TRUSTEE 1.00 X 0 0 0 GEVELYN R MCCASKILL CHIEF FINANCIAL OFFICER 40.00 X 216289 0 24558 KURT STEINBERG CHIEF OPERATING OFFICER 40.00 X 319278 0 55413 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR AND CEO 40.00 X 740662 0 93013 DEREK C O'BRIEN CHIEF MARKETING OFFICER 40.00 X 182456 0 11943 JOHN D CHILDS DIRECTOR OF COLLECTIONS 40.00 X 173878 0 22769 MARK DRAPER CONTROLLER AND DIRECTOR OF FINANCE 40.00 X 163635 0 47066 PETRA S SLINKARD CURATOR OF FASHION & TEXTILES 40.00 X 176855 0 24009 SUE KIM CHIEF PHILANTHROPY OFFICER 40.00 X 390000 0 11707 2363053 0 290478 36 0 1 0 CAMBRIDGE ASSOCIATES 115 FEDERAL ST BOSTON MA 02110 INVESTMENT CONSULTING 1103325 MAQUETTE FINE ART SERVICES 48-49 35TH ST 2ND FLOOR LONG ISLAND CITY NY 11101 CONSERVATION SERVICES 135348 2 759609 588335 620904 7003843 661338 8972691 ADMISSIONS 900099 2144441 2144441 FUNCTIONS 900099 350468 350468 EDUCATION PROGRAM REV. 900099 106681 106681 ALL OTHER PROGRAM SERVICE REVENUE 900099 98247 98247 TRAVELING EXHIBITIONS 900099 40000 40000 2739837 2409809 677210 1732599 8826 8826 67536 11467 56069 56069 56069 81966156 71483945 10482211 10482211 10482211 141975 588335 341142 -199167 -199167 1948093 950411 997682 965906 31776 MISC INVESTMENT INCOME 900099 702668 702668 233236 233236 935904 26403862 3938979 708986 12783206 1999980 1112851 887129 15164939 12489557 1491397 1183985 859346 707741 84513 67092 1702056 1401781 167389 132886 1153986 950401 113489 90096 118754 13670 105084 149092 149092 1933053 1528392 343295 61366 3816296 3015466 687988 112842 752842 750893 500 1449 1346696 836785 367996 141915 2667696 2666677 1019 664106 434706 149305 80095 1995770 1993414 2356 8695590 7625260 934256 136074 652069 157723 494346 COLLECTION ACQUISITIONS 919434 919434 HOSPITALITY 763169 357937 85235 319997 EXHIBITIONS 502866 502866 PRINTING AND PUBLICATIO 137182 137182 1298522 1062483 190577 45462 47293444 37552368 6480688 3260388 57874 7699 15597058 13832251 4757691 4897648 2185909 1134461 307428 309858 688844 770382 208058 196340 305031737 136112123 172854013 168919614 24891572 15373875 598015636 632387344 6468600 6847144 826032683 844676616 3764439 3131109 257412 157683 65562171 62415775 1578815 1493474 178486 136415 71341323 67334456 X 164902528 163576322 589788832 613765838 754691360 777342160 826032683 844676616 X -20889582 43152916 387466 X X 0 1 X 1 1 1 X 9977640 10853359 20509422 6115128 8972691 56428240 9977640 10853359 20509422 6115128 8972691 56428240 10253799 46174441 2250628 1761810 3302933 2839242 1966871 12121484 708986 708986 222055 633960 1040085 844643 2740743 71999453 10399623 0.64130 0.62910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 578761680 2534503 51189881 30439062 602047002 541068188 3697262 59614735 25618505 578761680 522223163 7262971 35542591 23960537 541068188 564635680 2102688 -21600023 22915182 522223163 448748145 1912278 136248490 22273233 564635680 0.02690 0.88510 0.08800 0 0 4581766 4581766 269345654 118306371 151039283 228638 228638 0 18796325 16048416 2747909 12079354 1528698 10550656 168919614 DOMESTIC EQUITIES & FUNDS 140592794 F INTERNATIONAL EQUITIES & FUNDS 60894080 F FIXED INCOME & FUNDS 75469661 F ABSOLUTE RETURN HEDGE FUNDS 128433495 F REAL ESTATE LIMITED PARTNERSHIPS 12201956 F PRIVATE EQUITY 214795358 F 632387344 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 136415 136415 X 69406633 43152916 92429 1690479 44935824 24470809 1933053 1933053 26403862 46755840 92429 1303020 1395449 45360391 1933053 1933053 47293444 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 STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS 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. COLLECTION ITEMS PURCHASED ARE FUNDED BY PURPOSE-RESTRICTED GIFTS OR FROM NET APPRECIATION ON ACQUISITION ENDOWMENTS. 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, PHOTOGRAPHY, AND FASHION AND DESIGN 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 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOME THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PART V, LINE 4: TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS. PART X, LINE 2: THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF FUNDS HELD BY OTHERS 387,459. COST OF GOODS SOLD 950,411. BUILDING RENTAL EXPENSES 11,467. FUNDRAISING EVENT EXPENSE 341,142. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSES 11,467. COST OF GOODS SOLD 950,411. FUNDRAISING EVENT EXPENSE 341,142. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1031995 NORTH AMERICA - THE UNITED STATES 0 0 INVESTMENTS 4574382 CENTRAL AMERICA AND THE - ANTIGUA & BARBUDA, ARUBA, 0 0 INVESTMENTS 213349398 0 0 0 0 0 0 218955775 0 218955775 1 0 1 1 1 0 PEM GALA 730310 588335 141975 30063 109213 56700 145166 730310 588335 141975 30063 109213 56700 145166 341142 -199167 X X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 1 0 LYNDA ROSCOE HARTIGAN EXECUTIVE DIRECTOR AND CEO 690662 0 50000 0 0 0 69575 0 23438 0 833675 0 0 0 SUE KIM CHIEF PHILANTHROPY OFFICER 390000 0 0 0 0 0 10620 0 1087 0 401707 0 0 0 KURT STEINBERG CHIEF OPERATING OFFICER 285678 0 0 0 33600 0 18710 0 36703 0 374691 0 0 0 GEVELYN R MCCASKILL CHIEF FINANCIAL OFFICER 216289 0 0 0 0 0 13108 0 11450 0 240847 0 0 0 MARK DRAPER CONTROLLER AND DIRECTOR OF FINANCE 163635 0 0 0 0 0 10740 0 36326 0 210701 0 0 0 PETRA S SLINKARD CURATOR OF FASHION & TEXTILES 176855 0 0 0 0 0 10947 0 13062 0 200864 0 0 0 JOHN D CHILDS DIRECTOR OF COLLECTIONS 173878 0 0 0 0 0 10708 0 12061 0 196647 0 0 0 DEREK C O'BRIEN CHIEF MARKETING OFFICER 182456 0 0 0 0 0 10947 0 996 0 194399 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS NOT AUTHORIZED WITH NOTED EXCEPTIONS THAT INCLUDE CERTAIN TRAIN ROUTES AND AIR TRAVEL WHEN BUSINESS CLASS WOULD HAVE BEEN THE CHOICE BUT THE AIRLINE ONLY OFFERED ECONOMY AND FIRST. EXECUTIVE DIRECTOR TRAVEL IS REVIEWED BY AN OFFICER OF THE BOARD, AND SOMETIMES INCLUDES 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 AT THE END OF THE YEAR. PART I, LINE 8 THE CONTRACT ENTERED INTO WITH THE EXECUTIVE DIRECTOR AND CEO CONSTITUTES A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REG. SEC. 53.4958-4(A)(3). THE ORGANIZATION FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURE UNDER REG. SEC. 53.4958-6(C): THE BOARD OF TRUSTEES REVIEWED AND AUTHORIZED THE CONTRACT, THERE WERE NO CONFLICTS OF INTEREST IN THE CONTRACT NEGOTIATIONS, AND THERE WAS BENCHMARK DATA SUPPORTING THAT THE COMPENSATION ARRANGEMENT IN ITS ENTIRETY IS REASONABLE. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-11-08 29160000 REFUND 2002 ISSUE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2019-12-23 55000000 REFUND 2016 ISSUE 0 0 0 A 29160000 190379 28969621 2003 1 0 1 1 B 55000000 55000000 2019 1 0 1 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 1 A 1 B 1 LYNDA ROSCOE HARTIGAN OFFICER RESIDENTIAL LOAN X 300000 309858 0 1 1 309858 X 58 COLL. OBJ NO VALUE X COLL. OBJ NO VALUE X 17 661338 AVG. HIGH/LOW ON VAL 8 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EXHIBITIONS AND PUBLICATIONS: THROUGH ITS EXHIBITIONS, 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. THE MUSEUM REALIZED AN AMBITIOUS, BALANCED, AND DIVERSIFIED CHANGING EXHIBITION PROGRAM IN FY2025. OPEN A TOTAL OF 260 DAYS, PEM WELCOMED 193,418 VISITORS TO THE MUSEUM. 49,751 OF GENERAL ADMISSION VISITORS TOURED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOME OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. EXHIBITIONS (JULY 1, 2024-JUNE 30, 2025) ETHIOPIA AT THE CROSSROADS (4/20247/2024) BATS! (11/20237/2024) SUSAN PHILIPSZ: IF I WITH YOU WOULD GO (6/2021 TO 8/2025) DRAW ME ISHMAEL: THE BOOK ARTS OF MOBY DICK (6/2024-3/2026) AGUSTINA WOODGATE: BALLROOM (8/2024-2/2025) CONJURING THE SPIRIT WORLD: ART, MAGIC, AND MEDIUMS (9/2024-2/2025) NARWHAL: REVEALING AN ARCTIC LEGEND (9/2024-6/2025) SAINTS, SINNERS, LOVERS, AND FOOLS: 300 YEARS OF FLEMISH MASTERWORKS (12/2024-5/2025) JUNG YEONDOO: BUILDING DREAMS (5/2025-1/2026) MAKING HISTORY: 200 YEARS OF AMERICAN ART FROM THE PENNSYLVANIA ACADEMY OF THE FINE ARTS (6/2025-9/2025) COLLECTIONS INSTALLATIONS AMERICAN DECORATIVE ARTS (9/2019 PRESENT) ANILA QUAYYUM AGHA: ALL THE FLOWERS ARE FOR ME (9/2019 PRESENT) ART IN PUBLIC SPACES (9/2019 PRESENT) ASIAN EXPORT ART (9/2019 PRESENT) DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART (4/2014 PRESENT) FASHION AND DESIGN (9/2019 PRESENT) JAPANESE ART (1/2014 PRESENT) KOREAN ART (5/2025 PRESENT) MARITIME ART (9/2019 PRESENT) ON THIS GROUND: BEING AND BELONGING IN AMERICA (3/2022 PRESENT) POWERFUL FIGURES (9/2019 PRESENT) SALEM STORIES (9/2020 PRESENT) SOUTH ASIAN ART (11/2020 PRESENT) STUDIO GLASS (5/2024-PRESENT) THE POD (9/2019 PRESENT) THE SALEM WITCH TRIALS 1692 (7/2024-PRESENT) VANESSA PLATACIS: TAKING PLACE (9/2019 PRESENT) PUBLISHED WORKS CHASSE, SARAH, AND LAN MORGAN, EDS. GATHERING: THE CARL AND BETTY PFORZHEIMER COLLECTION OF STUDIO GLASS. SALEM, MA: PEABODY ESSEX MUSEUM, 2025. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: CURATORIAL AND COLLECTIONS: NATIONALLY AND INTERNATIONALLY RECOGNIZED THOUGHT LEADERS IN THEIR RESPECTIVE FIELDS, THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS AND CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, 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. THE MUSEUM'S COLLECTION ENCOMPASSES MORE THAN 850,000 WORKS REPRESENTING ART AND CULTURE GLOBALLY. SEVERAL OF THE PRINCIPAL COLLECTING AREAS BEGAN WITH THE MUSEUM'S FOUNDING IN 1799 AND ARE THE FIRST OF SUCH MATERIAL AMONG AMERICAN MUSEUMS. OTHER AREAS OF THE COLLECTION ARE THE BEST OR LARGEST AMONG AMERICAN OR INTERNATIONAL MUSEUM COLLECTIONS. DURING FY25 (JULY 2024 JUNE 2025) THE MUSEUM ADDED, THROUGH PURCHASE AND DONATION, 254 NEW WORKS OF ART TO ITS COLLECTIONS, AND CONTINUES TO COLLECT SELECTIVELY IN ALMOST ALL AREAS OF THE COLLECTION THROUGH GIFT, PURCHASE, AND BEQUEST. PEM'S COLLECTION AREAS INCLUDE: AFRICAN, AMERICAN, ARCHITECTURE, ASIAN EXPORT, CHINESE, CONTEMPORARY, FASHION AND TEXTILES, JAPANESE, KOREAN, MARITIME, NATIVE AMERICAN, OCEANIC, PHOTOGRAPHY, AND SOUTH ASIAN, AS WELL AS THE COLLECTIONS OF THE PHILLIPS LIBRARY. FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: LEARNING & CIVIC ENGAGEMENT: THE MUSEUM'S DEPARTMENT OF LEARNING AND CIVIC ENGAGEMENT DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF PUBLIC PROGRAMS, SCHOOL PROGRAMS, AND MUSEUM TOURS. IT ALSO PROVIDES 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. THE L & CE DEPARTMENT WORKS TO DEEPEN ENGAGEMENT AND UPLIFT COMMUNITY VOICES TO ENCOURAGE NEW, DIVERSE, MULTIGENERATIONAL AUDIENCES THROUGH THE BILINGUAL INITIATIVE AND ESTABLISHING LOCAL PARTNERSHIPS. THIS DEPARTMENT ALSO OVERSEES THE ART & NATURE CENTER (ANC) WHICH SHOWCASES ORIGINAL EXHIBITIONS THAT INVESTIGATE OUR INTERCONNECTIONS WITH NATURE THROUGH CONTEMPORARY ART, MEMORABLE OBJECTS, AND INTERACTIVE EXPERIENCES. DESIGNED FOR VISITORS OF ALL AGES, THE FAMILY-FRIENDLY CENTER FEATURES CHANGING EXHIBITIONS, HANDS-ON DISPLAYS, AND ART-MAKING SPACES. THE DEPARTMENT OF LEARNING FOCUSES ON SEVERAL BROAD AUDIENCE AREAS - EARLY CHILDHOOD, K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS - TO OFFER EXPERIENCES AND RESOURCES CONNECTED TO OUR COLLECTIONS, EXHIBITIONS, AND TO THEMES THAT ARE RELEVANT TO ALL OF OUR AUDIENCES TODAY: EQUITY AND BELONGING, WELLNESS, AND CLIMATE + ENVIRONMENT. DURING FY25 (JULY 1ST, 2024 THROUGH JUNE 30, 2025), THE ANC'S GALLERY SPACES WELCOMED AN ESTIMATED TOTAL OF 47,100 GUESTS (22,500 IN THE CHANGING EXHIBITIONS BATS! REAL AND IMAGINED AND NARWHAL: REVEALING AN ARCTIC LEGEND AND 25,000 IN THE ANC'S ONGOING DISPLAY SPACE KNOWN AS THE POD). THE DEPARTMENT OF LEARNING & COMMUNITY ENGAGEMENT HOSTED 201 DISTINCT PUBLIC PROGRAMS, BOTH VIRTUAL AND IN-PERSON, WITH 23,601 PARTICIPANTS AND 2,063 VIEWERS, AS WELL AS 118 TOURS FOR ADULT AUDIENCES TOTALING 1289 VISITORS, AND 38 IN-PERSON PROGRAMS AT RETIREMENT COMMUNITIES TOTALING 649 PARTICIPANTS. WE ALSO HOSTED 255 SCHOOL VISITS (RANGING FROM KINDERGARTEN TO COLLEGE) WHICH WELCOMED 8,233 TOTAL STUDENTS AND THEIR EDUCATORS. FORM 990, PART VI, SECTION A, LINE 2 CLEMENT BENENSON AND STEPHANIE BENENSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B 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 FILED AND DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT. 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 OFFICERS, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES IS DETERMINED BY REFERENCE TO COMPARABILITY DATA AND IS REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ALSO APPROVED BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. ALL OTHER MUSEUM EMPLOYEES ARE SUBJECT TO THIRD PARTY BENCHMARKING TO DETERMINE THE MARKET RATE FOR THEIR RESPECTIVE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S FORM 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE 990 IS ALSO AVAILABLE ON THE THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF FUNDS HELD BY OTHERS 387,466. PHILLIPS JAMES DUNCAN TR UWILL BNY MELLON NA - PO BOX 185 PITTSBURGH PA 152300185 046061034 SUPPORT PEABODY ESSEX MUSEUM, INC. MA 501(C)(3) LINE 12D, III-O 0 CRUTS (2) CRUT MA PEABODY ESSEX MUSEUM INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0