2026-05-15T18:38:09-05:00 2025-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2024-07-01 951644589 HENRY E HUNTINGTON LIBRARY AND ART GALLERY HENR 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 JANET ALBERTI SENIOR VICE PRESIDENT & CFO 6264052150 2026-05-15 1 0 NANAZ BENYAMINI P00666808 3104773924 2026-05-15 2024 2025-03-06 01:10:19Z HUNTINGTON LIBRARY ART MUSEUM & BOTANICAL GARDENS OR THE HUNTINGTON KAREN LAWRENCE 1151 OXFORD ROAD SAN MARINO CA 911081218 782414375 0 X WWW.HUNTINGTON.ORG X 1919 CA TO SHARE ITS COLLECTIONS TO SUPPORT SCHOLARSHIP, EDUCATION, AND PUBLIC ENGAGEMENT. 7 7 705 1115 2314127 0 123914799 94767418 17386052 17317414 36283237 45665449 3133090 2842257 180717178 160592538 1978544 2120344 0 0 45464984 49142485 0 0 5522526 54979810 49228635 102423338 100491464 78293840 60101074 1076568946 1203426426 22322551 23412675 1054246395 1180013751 X THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS SHARES ITS WORLD-RENOWNED COLLECTIONS TO SUPPORT SCHOLARSHIP, FOSTER LEARNING, INSPIRE CREATIVITY, AND OFFER TRANSFORMATIVE EXPERIENCES FOR DIVERSE AUDIENCES. 0 0 24889651 609304 SEE SCHEDULE O 21639859 428861 SEE SCHEDULE O 18915721 2120344 19936345 SEE SCHEDULE O 14912035 25301 ART MUSEUM DIVISION THE ART MUSEUM FEATURES BRITISH, EUROPEAN, AMERICAN, AND ASIAN ART SPANNING MORE THAN 500 YEARS AND INCLUDES MORE THAN 45,000 OBJECTS THAT ARE PRESERVED, STUDIED, AND DISPLAYED FOR THE BENEFIT OF THE PUBLIC. EXTRAORDINARY EXAMPLES OF DECORATIVE AND FOLK ART, PAINTINGS, PRINTS, AND DRAWINGS, PHOTOGRAPHY, AND SCULPTURE ARE EXHIBITED IN THE HUNTINGTON ART GALLERY (THE ORIGINAL HOME OF HENRY E. AND ARABELLA HUNTINGTON) AND IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART. BOTH BUILDINGS ALSO HOST TEMPORARY EXHIBITIONS THAT HIGHLIGHT MASTERWORKS FROM THE COLLECTIONS AND CONNECT THE HUNTINGTON'S HISTORIC WORKS WITH CONTEMPORARY ARTISTIC PRACTICE.BRITISH AND EUROPEAN ARTDISPLAYED IN AN EARLY 20TH-CENTURY BEAUX-ARTS RESIDENCE, ONCE THE WINTER HOME OF HENRY E. AND ARABELLA HUNTINGTON, THE BRITISH AND EUROPEAN ART COLLECTION ENCOMPASSES A BROAD RANGE OF STYLES, CULTURES, AND MEDIA, FROM ANTIQUITY TO THE PRESENT DAY. IT FEATURES ONE OF THE MOST SIGNIFICANT HOLDINGS OF BRITISH ART OUTSIDE THE UNITED KINGDOM, INCLUDING ITS FAMOUS COLLECTION OF 18TH-CENTURY GRAND MANNER PORTRAITS SUCH AS THOMAS GAINSBOROUGH'S THE BLUE BOY, JOSHUA REYNOLDS' SARAH SIDDONS AS THE TRAGIC MUSE, AND THOMAS LAWRENCE'S PINKIE, IMAGES OF OPULENCE THAT CONTINUE TO INSPIRE CONTEMPORARY ARTISTS SUCH AS KEHINDE WILEY. IMPORTANT EXAMPLES OF 19TH-CENTURY BRITISH LANDSCAPE PAINTINGS BY ARTISTS SUCH AS JOHN CONSTABLE AND J. M. W. TURNER ECHO THE LUSH GARDENS OUTSIDE THE GALLERY WALLS, WHILE ONE OF THE LARGEST HOLDINGS OF MATERIAL IN THE WORLD RELATED TO THE ARTS AND CRAFTS DESIGN FIRM WILLIAM MORRIS AND CO. MAKES CLEAR CONNECTIONS WITH THE WORK OF AMERICAN DESIGNERS CHARLES AND HENRY GREENE, ON VIEW IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART JUST A SHORT WALK ACROSS THE GROUNDS.VISITORS CAN ALSO DISCOVER A BROAD RANGE OF EUROPEAN ART, FROM ROGIER VAN DER WEYDEN'S TENDER VIRGIN AND CHILD (CA. 1460) TO TOUR-DE-FORCE BRONZE SCULPTURE BY FLEMISH AND ITALIAN MASTERS SUCH AS GIAMBOLOGNA'S NESSUS AND DEIANIRA (CA. 1575), AND THE GLITTERING LUXURY OF 18TH-CENTURY FRENCH PAINTINGS, SCULPTURE, AND DECORATIVE ART. SELECTIONS FROM THE HUNTINGTON'S HOLDINGS OF OLD MASTER PRINTS AND BRITISH DRAWINGS, INCLUDING ONE OF THE GREATEST COLLECTIONS OF WORK BY VISIONARY BRITISH ARTIST WILLIAM BLAKE, ARE ALSO FREQUENTLY ON VIEW. TEMPORARY INSTALLATIONS BY CONTEMPORARY ARTISTS HIGHLIGHT THE CONTINUING RELEVANCE OF HISTORIC WORKS AND CONNECT THE HUNTINGTON'S COLLECTIONS WITH CURRENT ARTISTIC PRACTICE. AMERICAN ARTTHE HUNTINGTON IS HOME TO 31 GALLERIES OF AMERICAN ART, RANGING FROM THE EARLY COLONIAL PERIOD TO THE PRESENT AND REPRESENTING PAINTING, SCULPTURE, PHOTOGRAPHY, FILM, DECORATIVE ARTS, ARCHITECTURE, AND TEXTILES. IN THE GALLERIES, VISITORS ENCOUNTER AMERICAN FOLK AND SELF-TAUGHT ART; PAINTINGS ABOUT THE URBAN AND RURAL AMERICAN EXPERIENCE; ARTWORKS AND METHODS ROOTED IN INDIGENOUS KNOWLEDGE, INFORMING OUR PRESENCE ON THE ANCESTRAL LANDS OF THE TONGVA AND KIZH NATIONS; AND WORKS THAT REFLECT AMERICAN NATION-BUILDING AND EXPANSION. CONSIDER A POWERFUL MARBLE SCULPTURE OF AN ANCIENT QUEEN OF PALMYRA BY QUEER 19TH-CENTURY SCULPTOR HARRIET GOODHUE HOSMER, A HYPERDETAILED VIEW OF AN ANDEAN PEAK BY HUDSON RIVER SCHOOL PAINTER FREDERIC EDWIN CHURCH, AND A MONUMENTAL CARVED REDWOOD SCREEN BY CALIFORNIA AFRICAN AMERICAN MODERNIST SARGENT CLAUDE JOHNSON. THE ARCHITECTURE AND FURNITURE DESIGNS OF PASADENA ARCHITECTS CHARLES AND HENRY GREENE ARE HIGHLIGHTED, AS ARE WORKS BY FRANK LLOYD WRIGHT, THE HERTER BROTHERS, AND TIFFANY & CO. AMERICAN PAINTINGS BY JOHN SINGLETON COPLEY, THOMAS COLE, EDWARD HOPPER, MIKI HAYAKAWA, MABEL ALVAREZ, AGNES PELTON, CHARLES WHITE, AND ANDY WARHOL GRACE THE GALLERIES, AND EVEN MORE WORKS ON PAPER, TEXTILES, AND PHOTOGRAPHS ARE PART OF THE HOLDINGS. EVERY ARTWORK IN THE COLLECTION REVEALS THE IDIOSYNCRATIC VISION OF AN ARTIST GRAPPLING WITH SOME FACET OF THE BROAD AMERICAN EXPERIENCE. THE GALLERIES ARE ALSO ACTIVATED BY CONTEMPORARY AMERICAN ARTISTS FROM LOS ANGELES AND BEYOND WHO DIALOGUE WITH THE HISTORICAL COLLECTIONS AND THE ACRES OF CULTIVATED GARDENS AND LANDSCAPES RIGHT OUTSIDE THE DOORS.THE HUNTINGTON'S COLLECTION OF AMERICAN ART BEGAN WITH HENRY AND ARABELLA HUNTINGTON'S PURCHASES OF AMERICAN PAINTINGS, SCULPTURE, AND DECORATIVE ARTS TO COMPLEMENT THEIR GROWING LIBRARY HOLDINGS RELATED TO AMERICAN HISTORY. IN 1979, A GIFT OF 50 PAINTINGS FROM THE VIRGINIA STEELE SCOTT FOUNDATION DRAMATICALLY GREW THE COLLECTION, RESULTING IN A SEPARATE BUILDING THAT OPENED IN 1984. THE LOIS AND ROBERT F. ERBURU GALLERY, DESIGNED BY FREDERICK FISHER AND PARTNERS ARCHITECTS, ADDED SIGNIFICANT SPACE TO THE BUILDING IN 2009. IN 2016, EIGHT NEW GALLERIES, ALSO DESIGNED BY FISHER AND PARTNERS, PROVIDED AN EXPANSION TO HOUSE THE JONATHAN AND KARIN FIELDING COLLECTION OF AMERICAN FOLK ART. THE SUSAN AND STEPHEN CHANDLER WING PROVIDES SPACE FOR TEMPORARY EXHIBITIONS, AND THE DOROTHY COLLINS BROWN WING FEATURES WORKS BY CHARLES AND HENRY GREENE, ARCHITECTS IN THE ARTS AND CRAFTS MOVEMENT.ASIAN ARTTHE ASIAN ART COLLECTIONS AT THE HUNTINGTON ARE HETEROGENEOUS, RANGING FROM SMALL COLLECTIONS OF CHINESE EXPORT WARES TO RARE CHINESE BOOKS AND PAINTINGS AND JAPANESE CERAMICS. LIKE MANY GILDED AGE COLLECTIONS, THE HUNTINGTON'S ACQUIRED OBJECTS ARE PRIZED FOR THEIR EXOTIC APPEAL, BEAUTY, AND ARTISTRY, EXEMPLIFIED BY A RARE YUAN DYNASTY (1271-1368) VASE SET IN FRENCH ORMOLU-STYLE MOUNTS IN THE 18TH CENTURY.MORE RECENTLY, THE HUNTINGTON HAS BUILT ON SUCH EARLY COLLECTIONS WITH THE ACQUISITION OF WORKS RELATED TO THE EAST ASIAN GARDEN ARTS, INCLUDING OBJECTS AND PAINTINGS THAT CONNECT THE ALLIED ARTS OF LITERATURE, PAINTING, MUSIC, THEATER, TEA CULTURE, AND STONE APPRECIATION. HIGHLIGHTS INCLUDE A RARE EARLY EDITION OF THE TEN BAMBOO STUDIO MANUAL OF CALLIGRAPHY AND PAINTING, A MULTI-BLOCK, COLOR-PRINTED PAINTING MANUAL PUBLISHED BETWEEN 1633 AND 1703.THE STUDIO FOR LODGING THE MIND, LOCATED AT THE NORTH END OF THE CHINESE GARDEN, IS A 1,720-SQUARE-FOOT, LIGHT- AND CLIMATE-CONTROLLED GALLERY SPACE SUITABLE FOR THE DISPLAY OF WORKS OF ART, INCLUDING PAPER AND SILK. THE GALLERY'S NAME EVOKES REFLECTIONS ON ART COLLECTING BY THE NORTHERN SONG SCHOLAR SU SHI (1037-1101), WHO FAMOUSLY ARGUED THAT ONE SHOULD TEMPORARILY "LODGE ONE'S MIND" IN TREASURED OBJECTS BUT SHOULD NEVER BECOME SO ATTACHED TO THEM THAT ONE BECOMES CONTROLLED BY THEM. THE GALLERY OPENED IN 2020 WITH THE INAUGURAL EXHIBITION "A GARDEN OF WORDS: THE CALLIGRAPHY OF LIU FANG YUAN," WHICH HIGHLIGHTED THE WORK OF 21 INK ARTISTS COMMISSIONED TO CREATE THE ORIGINAL WORKS OF CALLIGRAPHY, ARTFUL BRUSH WRITINGS IN INK ON PAPER, THAT SERVED AS THE MODELS FOR THE MANY LITERARY INSCRIPTIONS IN THE GARDEN.ART MUSEUM EXHIBITIONS PRESENTED DURING THE YEAR INCLUDED:* MINEO MIZUNO: IN THE HUNTINGTON ART GALLERY* RAQIB SHAW: BALLADS OF EAST AND WEST* STORM CLOUD: PICTURING THE ORIGINS OF OUR CLIMATE CRISIS* ALBRECHT DURER: WANDERLUST* BORDERLANDS* BETYE SAAR: DRIFTING TOWARD TWILIGHT* MINEO MIZUNO: HOMAGE TO NATURE 14912035 25301 80357266 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 370 0 1 705 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JANET ALBERTI 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 GREGORY A PIESCHALA CHAIRMAN 10.00 X X 0 0 0 CHRISTINE BENDER TRUSTEE 10.00 X 0 0 0 SIMON KC LI TRUSTEE 10.00 X 0 0 0 J MARIO MOLINA TRUSTEE 10.00 X 0 0 0 MEI-LEE NEY TRUSTEE 10.00 X 0 0 0 ALLEN SHAY TRUSTEE 10.00 X 0 0 0 SCOTT JORDAN TRUSTEE 10.00 X 0 0 0 KAREN LAWRENCE PRESIDENT 40.00 X 704183 0 398181 JANET ALBERTI SVP & CFO 40.00 X 470147 0 50246 RANDY SHULMAN SVP - ADV & EXT RELATIONS 40.00 X 374456 0 40594 SANDRA BROOKE GORDAN DIRECTOR - LIBRARY 40.00 X 288647 0 39595 THOMAS POLANSKY THRU FEB 2025 VP - OPERATIONS & FACILITI 40.00 X 214804 0 50515 NICOLE CAVENDER DIRECTOR - BOTANICAL GARDE 40.00 X 244286 0 137861 SUSAN JUSTER DIRECTOR - RESEARCH 40.00 X 325478 0 40050 CHRISTINA NIELSEN DIRECTOR - ART MUSEUM 40.00 X 284046 0 41526 RONALD GALLES AVP & CONTROLLER 40.00 X 258861 0 68360 MISTY BENNETT CHRO 40.00 X 260938 0 41435 HEATHER HART VP - DIGITAL & TECHNOLOGY 40.00 X 231769 0 33587 3657615 0 941950 49 0 1 0 BUILDING RESOURCES PO BOX 2090 GLENDORA CA 91740 CONTRACTOR SERVICES 1723428 AURORA STORAGE PRODUCTS 600 S LAKE STREET AURORA IL 60187 CONTRACTOR SERVICES 1539748 MCMURRAY STERN LLC 15511 CARMENITA RD SANTA FE SPRINGS CA 90670 CONTRACTOR SERVICES 1110745 GS DEVELOPMENT SERVICES CALIFORNIA LLC 465 MEETING STREET SUITE 500 CHARLESTON SC 29403 CONTRACTOR SERVICES 536591 COGNITIVE APPLICATIONS INC 641 LEXINGTON AVENUE 15TH FLOOR NEW YORK NY 10022 IT CONSULTING 503750 34 955063 143044 93669311 10923635 94767418 ADMISSION 900099 12288953 12288953 FOOD SERVICES 900099 2038525 2038525 RENTAL INCOME 900099 1606561 1606561 PROGRAMS 900099 493161 493161 BON APPETIT AMORTIZATI 900099 479471 479471 410743 294323 116420 17317414 21454656 1988552 19466104 640952069 1400 616742676 0 24209393 1400 24210793 24210793 61400 955063 565599 -504199 -504199 8521536 4513562 4007974 3682399 325575 PLEDGE PV ADJUSTMENT 900099 -661518 -661518 -661518 160592538 18365397 2314127 45145596 1936427 1936427 183917 183917 2841716 943488 1433861 464367 102067 102067 34592752 28442425 3513236 2637091 2754652 2592678 119001 42973 6125643 5765927 264649 95067 2725655 2565387 117748 42520 338409 71426 240115 26868 154148 154148 4243654 4243654 6872941 5505224 1071717 296000 362436 356611 2945 2880 6145629 4178303 757567 1209759 3236104 2172788 560466 502850 3398417 3204673 139075 54669 715508 648808 33665 33035 197193 100047 87116 10030 13155090 12799532 273534 82024 1185115 7904 1177211 COLLECTION ACQUISITIONS 6502212 6502212 MAINTENANCE & REPAIRS 2721779 2277422 421964 22393 100491464 80357266 14611672 5522526 1397431 533349 211243003 238379377 26533192 42997781 1393193 1537658 1363540 1606300 1282428 1226720 344636091 226233727 117053279 118402364 688681449 770778555 27621431 27964322 1076568946 1203426426 12026745 13114111 10295806 10298564 22322551 23412675 X 436549970 478739607 617696425 701274144 1054246395 1180013751 1076568946 1203426426 X 60101074 67317824 -1651542 X 0 1 X 1 0 X 52651253 68063350 111590162 123914799 94808546 451028110 52651253 68063350 111590162 123914799 94808546 451028110 125434700 325593410 15400326 9611588 11831555 18740083 19471098 75054650 63018 3273093 2362231 2248156 7946498 534029258 29966174 0.60970 0.60570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3605022 X X X X 1 774151831 14691864 98174378 33965728 2145285 850907060 728117230 17657192 63143021 31586619 3178993 774151831 639700488 60552888 61328550 29299220 4165476 728117230 746844432 10816524 -88068662 25473986 4417820 639700488 564258055 12284871 197868145 23392225 4174414 746844432 0.38000 0.22000 0.40000 0 0 2082008 2082008 214007481 142247737 71759744 80632691 58508415 22124276 24513260 22932433 1580827 23400651 2545142 20855509 118402364 OBLIGATIONS UNDER UNITRUST 10298564 10298564 X 223509869 67317824 5079161 72396985 151112884 4243655 5235999 9479654 160592538 97742512 5079161 5079161 92663351 4243655 3584458 7828113 100491464 PART III, LINE 1A: BASED ON THE HUNTINGTON'S ELECTION UNDER FASB ASC 958 (FORMERLY FASB 116), THE COLLECTIONS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HUNTINGTON'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THESE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. FOR PURPOSES OF THE INFORMATION RETURN (FORM 990 AND RELATED SCHEDULES), THE HUNTINGTON REPORTS COLLECTION ITEMS ACQUIRED THROUGH CASH CONTRIBUTIONS AS REVENUE, WITH A CORRESPONDING EXPENSE. THIS AMOUNT IS PRESENTED AS A RECONCILING ITEM BETWEEN THE GAAP FINANCIAL STATEMENTS AND THE INFORMATION RETURN. COLLECTION ITEMS ARE EXPENSED WHEN PURCHASED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE ESTIMATED FAIR VALUE OF CONTRIBUTED COLLECTION ITEMS WAS $3,600,000 AND $1,300,000 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. THE HUNTINGTON CONTINUALLY REVIEWS ITS COLLECTIONS AND REGULARLY ACQUIRES ITEMS OR FROM TIME TO TIME MAY DEACCESSION ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS UNLESS RESTRICTIONS APPLY AND ARE SUBJECT TO POLICIES AND PROFESSIONAL MUSEUM PRACTICES GOVERNING THE USE OF SUCH PROCEEDS. PART III, LINE 4: THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION THAT SUPPORTS SCHOLARSHIP, ADVANCES LEARNING, AND SERVES BOTH SCHOLARS AND THE GENERAL PUBLIC THROUGH ITS LIBRARY, ART, AND BOTANICAL COLLECTIONS. THE LIBRARY'S COLLECTION CONSISTS OF 12 MILLION CULTURAL TREASURES THAT SPAN THE 11TH THROUGH 21ST CENTURIES, INCLUDING RARE BOOKS AND MANUSCRIPTS IN THE FIELDS OF BRITISH AND AMERICAN HISTORY AND LITERATURE. IT ALSO INCLUDES A COLLECTION OF MATERIALS THAT SPAN THE FULL RANGE OF AMERICAN WESTERN SETTLEMENT, INCLUDING THE OVERLAND PIONEER EXPERIENCE, THE GOLD RUSH, AND THE DEVELOPMENT OF SOUTHERN CALIFORNIA. THE ART MUSEUM FEATURES BRITISH, EUROPEAN, AMERICAN, AND ASIAN ART SPANNING MORE THAN 500 YEARS AND INCLUDES MORE THAN 45,000 OBJECTS. EXTRAORDINARY EXAMPLES OF DECORATIVE ARTS AND FOLK ART, PAINTINGS, PRINTS AND DRAWINGS, PHOTOGRAPHY, AND SCULPTURE ARE DISPLAYED IN THE HUNTINGTON ART GALLERY (THE ORIGINAL HOME OF HENRY E. AND ARABELLA HUNTINGTON) AND IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART. THE BOTANICAL GARDENS ENCOMPASS APPROXIMATELY 130 ACRES OF THE 207-ACRE GROUNDS AND INCLUDE MORE THAN A DOZEN SPECTACULAR THEMED GARDENS. THESE COLLECTIONS ARE PRESERVED, STUDIED, AND MADE ACCESSIBLE TO ADVANCE SCHOLARSHIP, SUPPORT EDUCATION, AND BENEFIT THE PUBLIC. EACH YEAR, THE HUNTINGTON: 1. PROVIDES NEARLY 2,000 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, AND DECORATIVE ARTS. 2. AWARDS $2.0 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH. 3. EDUCATES THOUSANDS OF SCHOOL CHILDREN AND THEIR TEACHERS IN ART, HISTORY, LITERATURE, AND BOTANICAL SCIENCE THROUGH SPECIAL TOURS AND PROGRAMS. 4. ORGANIZES SPECIAL EXHIBITIONS TO ENHANCE THE VISITOR EXPERIENCE, INTERPRET THE COLLECTIONS, AND FACILITATE LEARNING. 5. HOSTS MORE THAN 1,050,000 VISITORS. PART V, LINE 4: THE RESTRICTED ENDOWMENT FUNDS ARE USED FOR SPECIFIC PURPOSES DESIGNATED BY THE DONOR, AND THE CORPUS IS HELD IN PERPETUITY. THE RESTRICTED SPENDING-RATE DISTRIBUTION IS TYPICALLY USED TO SUPPORT A SPECIFIC PROGRAM, EVENT, OR ACQUISITION. THE UNRESTRICTED ENDOWMENT FUND SPENDING-RATE DISTRIBUTION IS USED TO SUPPORT THE OPERATIONS OF THE HUNTINGTON. DISTRIBUTIONS FROM THE ENDOWMENT ARE MADE IN ACCORDANCE WITH THE HUNTINGTON'S BOARD-APPROVED ENDOWMENT SPENDING POLICY. PART X, LINE 2: LINE 2: OBLIGATIONS UNDER UNITRUST THE HUNTINGTON IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE HUNTINGTON HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE HUNTINGTON HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS TAXABLE INCOME (UBTI); TO DETERMINE ITS FILING AND REPORTING OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE HUNTINGTON HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE HAVE BEEN NO MATERIAL TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,513,562. FUNDRAISING EVENT EXPENSES 565,599. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 3,584,458. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,651,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,513,562. FUNDRAISING EVENT EXPENSES 565,599. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 3,584,458. 1 ASIA INVESTMENTS 7087843 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 25602333 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANT 110000 NORTH AMERICA GRANT 1937620 ASIA GRANT 17500 SOUTH AMERICA GRANT 35417 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, INVESTMENTS 9444850 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INVESTMENTS 17500 AUSTRALIA GRANT 3500 0 0 0 0 0 0 44253063 3500 44256563 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION EUROPE/ICELAND/GREEN 24 110000 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION ASIA 3 17500 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION NORTH AMERICA 2 17500 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION SOUTH AMERICA 4 35417 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION AUSTRALIA 1 3500 CHECK NONE 1 0 1 1 1 0 PART I, LINE 2: THE HUNTINGTON CONVENES FOUR EXTERNAL PEER-REVIEW COMMITTEES COMPOSED OF SENIOR SCHOLARS WORKING IN FIELDS REPRESENTED IN ITS COLLECTIONS TO EVALUATE FELLOWSHIP APPLICATIONS. SEPARATE COMMITTEES REVIEW APPLICATIONS FOR: (1) LONG-TERM FELLOWSHIPS (ACADEMIC TERM OR ACADEMIC YEAR), (2) THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND (3) TWO COMMITTEES REVIEWING SHORT-TERM FELLOWSHIPS (ONE TO THREE MONTHS). COMMITTEE MEMBERS ARE DISTINGUISHED SCHOLARS WITH SIGNIFICANT RECORDS OF ACADEMIC ACHIEVEMENT AND PUBLICATION. THE COMMITTEE SELECTING FELLOWS FOR THE DIBNER PROGRAM CONSISTED OF FIVE SCHOLARS SPECIALIZING IN THE HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE. EACH OF THE OTHER COMMITTEES INCLUDED SCHOLARS REPRESENTING AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. PEER REVIEWERS ARE SELECTED FOR THEIR BROAD UNDERSTANDING OF THEIR DISCIPLINES AND THE HUMANITIES MORE GENERALLY. THE DIRECTOR OF RESEARCH CHAIRS THE SELECTION MEETINGS BUT DOES NOT VOTE. FELLOWSHIPS ARE AWARDED BASED ON THOROUGH DISCUSSION OF THE APPLICATIONS AND THE SCHOLARLY MERIT OF THE PROPOSED RESEARCH, CONSISTENT WITH THE HUNTINGTON'S COMMITMENT TO EXCELLENCE. AT THE CONCLUSION OF THE FELLOWSHIP PERIOD, LONG-TERM FELLOWS ARE ASKED TO NOTIFY THE HUNTINGTON OF PUBLICATIONS RESULTING FROM THEIR RESEARCH IN THE COLLECTIONS. FELLOWS ARE INVITED, THOUGH NOT REQUIRED, TO PROVIDE A COPY OF ANY RESULTING MONOGRAPH. DISTINGUISHED FELLOWSHIPS, A SMALL NUMBER OF AWARDS, ARE NOT GRANTED THROUGH THE STANDARD EXTERNAL PEER REVIEW PROCESS. INSTEAD, CANDIDATES ARE IDENTIFIED AND EVALUATED THROUGH AN INTERNAL REVIEW LED BY SENIOR RESEARCH LEADERSHIP, WITH FINAL SELECTION MADE BY THE DIRECTOR OF RESEARCH BASED ON SCHOLARLY DISTINCTION AND ALIGNMENT WITH THE HUNTINGTON'S RESEARCH PRIORITIES. 0 HUNTINGTON BALL 1016463 955063 61400 565599 1016463 955063 61400 565599 565599 -504199 1 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION 138 1936427 QUALIFIED DISASTER RELIEF GRANTS TO EMPLOYEES (WILDFIRES & WINDSTORMS) 53 135945 PART I, LINE 2: THE HUNTINGTON CONVENES FOUR EXTERNAL PEER-REVIEW COMMITTEES COMPOSED OF SENIOR SCHOLARS WORKING IN FIELDS REPRESENTED IN ITS COLLECTIONS TO EVALUATE FELLOWSHIP APPLICATIONS. SEPARATE COMMITTEES REVIEW APPLICATIONS FOR: (1) LONG-TERM FELLOWSHIPS (ACADEMIC TERM OR ACADEMIC YEAR), (2) THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND (3) TWO COMMITTEES REVIEWING SHORT-TERM FELLOWSHIPS (ONE TO THREE MONTHS). COMMITTEE MEMBERS ARE DISTINGUISHED SCHOLARS WITH SIGNIFICANT RECORDS OF ACADEMIC ACHIEVEMENT AND PUBLICATION. THE COMMITTEE SELECTING FELLOWS FOR THE DIBNER PROGRAM CONSISTED OF FIVE SCHOLARS SPECIALIZING IN THE HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE. EACH OF THE OTHER COMMITTEES INCLUDED SCHOLARS REPRESENTING AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. PEER REVIEWERS ARE SELECTED FOR THEIR BROAD UNDERSTANDING OF THEIR DISCIPLINES AND THE HUMANITIES MORE GENERALLY. THE DIRECTOR OF RESEARCH CHAIRS THE SELECTION MEETINGS BUT DOES NOT VOTE. FELLOWSHIPS ARE AWARDED BASED ON THOROUGH DISCUSSION OF THE APPLICATIONS AND THE SCHOLARLY MERIT OF THE PROPOSED RESEARCH, CONSISTENT WITH THE HUNTINGTON'S COMMITMENT TO EXCELLENCE. AT THE CONCLUSION OF THE FELLOWSHIP PERIOD, LONG-TERM FELLOWS ARE ASKED TO NOTIFY THE HUNTINGTON OF PUBLICATIONS RESULTING FROM THEIR RESEARCH IN THE COLLECTIONS. FELLOWS ARE INVITED, THOUGH NOT REQUIRED, TO PROVIDE A COPY OF ANY RESULTING MONOGRAPH. DISTINGUISHED FELLOWSHIPS, A SMALL NUMBER OF AWARDS, ARE NOT GRANTED THROUGH THE STANDARD EXTERNAL PEER REVIEW PROCESS. INSTEAD, CANDIDATES ARE IDENTIFIED AND EVALUATED THROUGH AN INTERNAL REVIEW LED BY SENIOR RESEARCH LEADERSHIP, WITH FINAL SELECTION MADE BY THE DIRECTOR OF RESEARCH BASED ON SCHOLARLY DISTINCTION AND ALIGNMENT WITH THE HUNTINGTON'S RESEARCH PRIORITIES. SCHEDULE I - PART IV SUPPLEMENTAL INFORMATION THE ORGANIZATION PROVIDED DISASTER RELIEF GRANTS TO EMPLOYEES AFFECTED BY THE JANUARY 2025 WILDFIRES AND WINDSTORMS. THE PROGRAM WAS ESTABLISHED TO OFFER EMERGENCY FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING HARDSHIP DUE TO THE DISASTER, INCLUDING PROPERTY DAMAGE, DISPLACEMENT, OR OTHER QUALIFYING LOSSES. ELIGIBILITY WAS BASED ON OBJECTIVE, NEEDS-BASED CRITERIA, AND ALL AFFECTED EMPLOYEES WERE ELIGIBLE TO APPLY. THE ELIGIBILITY REVIEW AND DETERMINATION OF AWARDS WERE PERFORMED BY HUMAN RESOURCES. GRANT AMOUNTS WERE BASED ON DOCUMENTED NEED, WITH A MAXIMUM AWARD OF $6,000 PER EMPLOYEE. THE PROGRAM WAS ADMINISTERED IN A NONDISCRIMINATORY MANNER, AND NO PREFERENCE WAS GIVEN TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES. THESE PAYMENTS WERE NOT COMPENSATION FOR SERVICES AND WERE INTENDED TO QUALIFY AS DISASTER RELIEF ASSISTANCE. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 KAREN LAWRENCE PRESIDENT 704183 0 0 0 0 0 285777 0 112404 0 1102364 0 0 0 JANET ALBERTI SVP & CFO 470147 0 0 0 0 0 31050 0 19196 0 520393 0 0 0 RANDY SHULMAN SVP - ADV & EXT RELATIONS 374456 0 0 0 0 0 31050 0 9544 0 415050 0 0 0 NICOLE CAVENDER DIRECTOR - BOTANICAL GARDE 244286 0 0 0 0 0 24566 0 113295 0 382147 0 0 0 SUSAN JUSTER DIRECTOR - RESEARCH 325478 0 0 0 0 0 29130 0 10920 0 365528 0 0 0 SANDRA BROOKE GORDAN DIRECTOR - LIBRARY 288647 0 0 0 0 0 25843 0 13752 0 328242 0 0 0 RONALD GALLES AVP & CONTROLLER 258861 0 0 0 0 0 24263 0 44097 0 327221 0 0 0 CHRISTINA NIELSEN DIRECTOR - ART MUSEUM 284046 0 0 0 0 0 14486 0 27040 0 325572 0 0 0 MISTY BENNETT CHRO 260938 0 0 0 0 0 23921 0 17514 0 302373 0 0 0 HEATHER HART VP - DIGITAL & TECHNOLOGY 231769 0 0 0 0 0 21124 0 12463 0 265356 0 0 0 THOMAS POLANSKY THRU FEB 2025 VP - OPERATIONS & FACILITI 214804 0 0 0 0 0 17009 0 33506 0 265319 0 0 0 PART I, LINE 1A PER THE EMPLOYMENT CONTRACT FOR THE PRESIDENT AND THE EMPLOYMENT LETTERS FOR THE DIRECTOR OF THE BOTANICAL GARDENS, RESIDENCE ON CAMPUS IS A CONDITION OF EMPLOYMENT, AND HOUSING IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. THE PRESIDENT'S PERSONAL-USE PORTION OF THE ON-CAMPUS RESIDENCE HAS BEEN INCLUDED IN COLUMN D OF PART II OF SCHEDULE J AS PART OF NONTAXABLE FRINGE BENEFITS. IN CONNECTION WITH THE PRESIDENT'S SERVICES TO THE HUNTINGTON, THE PRESIDENT'S SPOUSE MAY, ON OCCASION, TRAVEL FOR BUSINESS PURPOSES WITH THE PRESIDENT IN CONNECTION WITH FUNDRAISING AND DONOR CULTIVATION EVENTS ON BEHALF OF THE HUNTINGTON. THIS TRAVEL IS PREAPPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES. AN AUTOMOBILE ALLOWANCE IS PROVIDED TO THE PRESIDENT AND REPORTED AS TAXABLE INCOME PURSUANT TO THE EMPLOYMENT CONTRACT. THE DIRECTOR OF THE BOTANICAL GARDENS' PERSONAL-USE PORTION OF THE ON-CAMPUS RESIDENCE HAS BEEN INCLUDED IN COLUMN D OF PART II OF SCHEDULE J AS PART OF NONTAXABLE FRINGE BENEFITS. SCH J, PART III, PART I LINE 4B DURING THE YEAR ENDED JUNE 30, 2025, THE HUNTINGTON MAINTAINED A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F) FOR CERTAIN EXECUTIVE EMPLOYEES. UNDER THIS PLAN, THE HUNTINGTON CONTRIBUTED $241,700 ON BEHALF OF THE PRESIDENT. NO PAYMENTS WERE MADE TO THE PRESIDENT DURING THE YEAR, AS THE CONTRIBUTIONS ARE SUBJECT TO VESTING REQUIREMENTS AND REMAIN AT SUBSTANTIAL RISK OF FORFEITURE UNTIL SUCH REQUIREMENTS ARE MET. THESE ASSETS ARE REPORTED AS LONG-TERM INVESTMENTS (NON-POOLED) ON THE STATEMENT OF FINANCIAL POSITION. PARTICIPANTS HAVE NO SECURED CLAIM TO THE RELATED ASSETS AND ARE TREATED AS GENERAL UNSECURED CREDITORS UNTIL VESTING OCCURS. THE RELATED DEFERRED COMPENSATION LIABILITY IS MEASURED BASED ON THE PRINCIPAL AMOUNT CONTRIBUTED, ADJUSTED FOR ACTUAL INVESTMENT EARNINGS ON THE UNDERLYING ASSETS. THE PLAN IS FULLY FUNDED, AND THE LIABILITY REFLECTS THE VALUE OF THE ASSETS HELD TO SATISFY THE OBLIGATION. THESE ASSETS ARE REPORTED AS LONG-TERM INVESTMENTS (NON-POOLED) ON THE STATEMENT OF FINANCIAL POSITION. PARTICIPANTS HAVE NO SECURED CLAIM TO THE RELATED ASSETS AND ARE TREATED AS GENERAL UNSECURED CREDITORS UNTIL VESTING OCCURS. MONA SHULMAN SVP'S SPOUSE 102067 EMPLOYEE 0 PART IV, LINE 1 MONA SHULMAN IS THE SPOUSE OF RANDY SHULMAN, SENIOR VICE PRESIDENT FOR ADVANCEMENT AND EXTERNAL RELATIONS. THE TRANSACTION AMOUNTS INCLUDE SALARY AND BENEFITS PAID TO THE EMPLOYEE. X 14 3190011 APPRAISAL X 34 7335155 FMV X MANUSCRIPTS 96 293263 APPRAISAL X PLANTS 189 75960 APPRAISAL X WINE AND BEER 1 25224 APPRAISAL 5 0 1 1 PART I, LINE 32B: THE HUNTINGTON USES A BROKER TO SELL GIFTS OF PUBLICLY TRADED STOCK. FORM 990, PART I, LINE I, ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES: THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION THAT SUPPORTS SCHOLARSHIP, ADVANCES LEARNING, AND SERVES THE PUBLIC THROUGH ITS LIBRARY, ART, AND BOTANICAL COLLECTIONS. HENRY E. AND ARABELLA D. HUNTINGTON TRANSFORMED THEIR PRIVATE ESTATE INTO A PUBLIC INSTITUTION IN AUGUST 1919, MAKING THEIR VAST COLLECTIONS OF LITERATURE, ART, AND PLANTS ACCESSIBLE "TO PROMOTE THE PUBLIC WELFARE." THE HUNTINGTON'S MISSION IS TO SHARE ITS WORLD-RENOWNED COLLECTIONS TO SUPPORT SCHOLARSHIP, FOSTER LEARNING, INSPIRE CREATIVITY, AND OFFER TRANSFORMATIVE EXPERIENCES FOR DIVERSE AUDIENCES. THE COLLECTIONS THE HUNTINGTON HAS ASSEMBLED PRIMARY MATERIALS, ART OBJECTS, AND LIVING COLLECTIONS WHICH REFLECT THE DEVELOPMENT OF CULTURES AND CIVILIZATIONS FROM AROUND THE WORLD, FROM THE NINTH CENTURY TO THE PRESENT. THESE COLLECTIONS EMBODY THE DIVERSE AND INTERWOVEN CONTRIBUTIONS OF MANY CULTURES, PEOPLES, AND NATIONS. THE HUNTINGTON'S HOLDINGS OF RARE BOOKS, MANUSCRIPTS, ART OBJECTS, AND BOTANICAL SPECIMENS SPEAK TO OUR CONTEMPORARY AUDIENCES BECAUSE THEY REVEAL THE COMPLEXITY OF THE HUMAN EXPERIENCE. STEWARDSHIP WITH ITS OUTSTANDING COLLECTIONS IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES, THE HUNTINGTON HAS THE RESPONSIBILITY TO PRESERVE AND PROTECT FOR POSTERITY MR. AND MRS. HUNTINGTON'S LEGACY AND TO INSURE ITS GROWTH AND FINANCIAL HEALTH. STEWARDSHIP EXTENDS AS WELL TO THE BUILDINGS, GROUNDS, AND INFRASTRUCTURE OF THE INSTITUTION, NOT ONLY BECAUSE THEY PROTECT THE COLLECTIONS AND FACILITATE THEIR USE, BUT BECAUSE MR. AND MRS. HUNTINGTON'S ESTATE IS AN IMPORTANT HISTORICAL DOCUMENT OF GREAT SIGNIFICANCE TO THE PUBLIC AND TO THE UNDERSTANDING OF THE HISTORY OF SOUTHERN CALIFORNIA. THE HUNTINGTON'S COMMUNITIES THE HUNTINGTON IS A HUB FOR COMMUNITIES WHOSE BOUNDARIES EXTEND FROM LOCAL TO INTERNATIONAL. AS A LOCAL INSTITUTION, IT SERVES SCHOOLCHILDREN, FAMILIES, AND SCHOLARS WITH A BROAD ARRAY OF PROGRAMS CENTERED IN THE COLLECTIONS. FOR THE NATIONAL AND INTERNATIONAL COMMUNITIES, THE HUNTINGTON SERVES AS A HAVEN FOR INDEPENDENT SCHOLARSHIP AND AS A REPOSITORY FOR A BROAD BODY OF KNOWLEDGE REPRESENTED IN THE COLLECTIONS. ONE OF THE HUNTINGTON'S GREAT STRENGTHS, HOWEVER, IS THE RECIPROCAL NATURE OF ITS RELATIONSHIP WITH ITS COMMUNITIES. VOLUNTEERS PROVIDE GUIDANCE, STEWARDSHIP, AND SUPPORT. SCHOLARS BRING THEIR OWN INTELLECTUAL DEPTH AND DIVERSE INTERPRETATIONS TO THE COLLECTIONS. STAFF PROVIDE EXPERTISE AND DEDICATED SUPPORT, AND VISITORS BRING CURIOSITY, EXPECTATIONS, AND PERSPECTIVES THAT CHALLENGE THE HUNTINGTON TO FURTHER ADVANCE ITS MISSION. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: LIBRARY DIVISION THE HUNTINGTON LIBRARY IS ONE OF THE WORLD'S GREAT INDEPENDENT RESEARCH LIBRARIES, HOLDING SOME 12 MILLION CULTURAL TREASURES THAT SPAN THE 11TH THROUGH THE 21ST CENTURIES. THESE EXTRAORDINARY AND DIVERSE MATERIALS - MORE THAN 95% OF WHICH ARE RARE AND SPECIAL COLLECTIONS - ARE CENTERED ON 14 INTERSECTING COLLECTION STRENGTHS: AMERICAN HISTORY; BRITISH HISTORY; HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE; LITERATURE IN ENGLISH; MEDIEVAL MANUSCRIPTS; EARLY PRINTED BOOKS; CALIFORNIA HISTORY AND CULTURE; HISTORY OF THE AMERICAN WEST; HISPANIC HISTORY AND CULTURE; PHOTOGRAPHY; MAPS AND ATLASES; PRINTS, POSTERS, AND EPHEMERA; ARCHITECTURE; AND PACIFIC RIM HISTORY AND CULTURE. THROUGH THESE COLLECTIONS, THE LIBRARY SUPPORTS SCHOLARLY RESEARCH, PUBLIC EXHIBITIONS, AND EDUCATIONAL PROGRAMS THAT ADVANCE UNDERSTANDING OF HISTORY, LITERATURE, SCIENCE, AND CULTURE. THE LIBRARY'S COLLECTIONS ENCOMPASS 9.2 MILLION MANUSCRIPTS; 470,000 RARE BOOKS; 430,000 REFERENCE BOOKS; 920,000 PRINTS AND EPHEMERA; 870,000 PHOTOGRAPHS; AND MORE THAN 8 TERABYTES OF DIGITAL COLLECTIONS. HAILING FROM SOME 30 COUNTRIES, EACH YEAR APPROXIMATELY 2,300 RESEARCHERS MAKE MORE THAN 14,000 IN-PERSON VISITS TO STUDY RARE COLLECTIONS IN THE LIBRARY'S READING ROOMS. SOME 250,000 VISITORS TOUR THE LIBRARY'S EXTENSIVE EXHIBITION HALLS IN SAN MARINO. NEARLY 40,000 UTILIZE THE LIBRARY'S VIRTUAL REFERENCE AND VIRTUAL READING ROOM SERVICES, AND MORE THAN 6 MILLION MAKE USE OF ITS VIRTUAL RARE BOOK AND MANUSCRIPT COLLECTIONS. LIBRARY STAFF MEMBERS PLAY A CRITICAL ROLE IN CULTIVATING AND EXPANDING ACCESS TO THE COLLECTIONS, CREATING NEW OPPORTUNITIES FOR DISCOVERY AND ENGAGEMENT, AND ENSURING THAT COLLECTIONS ARE PRESERVED FOR FUTURE GENERATIONS. THAT INCLUDES A TEAM OF PROFESSIONAL BOOK, PAPER, AND PAINTING CONSERVATORS WHO CARRY OUT THOUSANDS OF HOURS OF COLLECTIONS TREATMENT ANNUALLY FOR LIBRARY AND ART COLLECTIONS. THE THREE LIBRARY EXHIBITION HALLS, WITH A COMBINED 9,000 SQUARE FEET OF DEDICATED SPACE, SHOWCASE SOME OF THE MOST OUTSTANDING MATERIALS IN THE COLLECTION. THE MAIN HALL FEATURES A ROTATING EXHIBITION OF SOME 150 RARE ITEMS GROUPED THEMATICALLY AROUND 12 ICONIC WORKS, INCLUDING THE GUTENBERG BIBLE AND THOREAU'S WALDEN MANUSCRIPTS. LIBRARY COLLECTIONS FEATURE REGULARLY IN LARGE-SCALE SPECIAL EXHIBITIONS IN THE HUNTINGTON'S BOONE GALLERY AND FOCUSED EXHIBITIONS IN THE HUNTINGTON ART GALLERY, AND SUPPLEMENT EXHIBITIONS THROUGHOUT THE AMERICAN ART GALLERIES. THE 90,000-SQUARE-FOOT MUNGER RESEARCH CENTER PROVIDES WORKSPACE FOR SCHOLARS AND STAFF, AND FACILITIES FOR CONSERVATION AND DIGITAL IMAGING, AS WELL AS COLLECTIONS STORAGE. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE LIBRARY READING ROOMS WERE OPEN TO RESEARCHERS 44 HOURS PER WEEK - A TOTAL OF 250 DAYS - WITH AN AVERAGE OF 61 READERS PER DAY. LIBRARY EXHIBITIONS PRESENTED DURING THE YEAR INCLUDED: * REMARKABLE WORKS, REMARKABLE TIMES: HIGHLIGHTS FROM THE HUNTINGTON LIBRARY * STORIES FROM THE LIBRARY: LOS ANGELES, REVISITED * STORIES FROM THE LIBRARY: THE TALES THROUGH TIME * DON BACHARDY: A LIFE IN PORTRAITS * STORM CLOUD: PICTURING THE ORIGINS OF OUR CLIMATE CRISIS RESEARCH DIVISION THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH INSTITUTE THAT PROMOTES HUMANITIES SCHOLARSHIP BASED ON ITS LIBRARY, ART, AND BOTANICAL COLLECTIONS. EACH YEAR, APPROXIMATELY 2,000 SCHOLARS IN THE FIELDS OF HISTORY, LITERATURE, BOTANICAL SCIENCE, ART HISTORY, AND THE HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE COME FROM AROUND THE WORLD TO CONDUCT ACADEMIC RESEARCH IN THE HUNTINGTON'S COLLECTIONS. RESEARCH CONDUCTED IN THE READING ROOMS RESULTS IN ACADEMIC MONOGRAPHS AND SCHOLARLY ARTICLES, BESTSELLING AND PRIZEWINNING BOOKS, ACCLAIMED DOCUMENTARY FILMS, AND MANY OF THE HISTORY AND SOCIAL STUDIES TEXTS USED IN SCHOOLS ACROSS THE UNITED STATES. THE HUNTINGTON ALSO DISSEMINATES RESEARCH THROUGH AN EXTENSIVE PROGRAM OF ACADEMIC CONFERENCES, WORKSHOPS, SEMINARS, AND LECTURES. DURING THE YEAR, $2 MILLION IN FELLOWSHIPS WERE AWARDED THROUGH A PEER-REVIEW PROCESS TO 164 SCHOLARS FOR ADVANCED HUMANITIES RESEARCH. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: BOTANICAL DIVISION ENCOMPASSING APPROXIMATELY 130 ACRES OF THE 207-ACRE GROUNDS, THE BOTANICAL GARDENS COMPRISE MORE THAN A DOZEN THEMED GARDENS REPRESENTING DIVERSE LANDSCAPES AND PLANT COLLECTIONS FROM AROUND THE WORLD. HIGHLIGHTS * LIU FANG YUAN, THE GARDEN OF FLOWING FRAGRANCE, REFLECTS THE TRADITIONAL DESIGN OF SCHOLAR GARDENS IN SUZHOU, CHINA, AND FEATURES A 1.5-ACRE LAKE, A COMPLEX OF PAVILIONS, A TEAHOUSE AND TEA SHOP, STONE BRIDGES, AND WATERFALLS SET AGAINST A WOODED BACKDROP OF MATURE OAKS AND PINES. THE GARDEN'S ALSO INCLUDES, A RESTAURANT, AND AN EXHIBITION COMPLEX. AT MORE THAN 15 ACRES, IT IS ONE OF THE LARGEST CLASSICAL-STYLE CHINESE GARDENS OUTSIDE CHINA. * THE JAPANESE GARDEN, SET ALONG A CANYON TO THE SOUTH OF THE CHINESE GARDEN, INCLUDES A TRADITIONAL JAPANESE HOUSE, A MOON BRIDGE, A WALLED ZEN GARDEN, TWO BONSAI COURTS, AND SEIFU-AN, A CEREMONIAL TEAHOUSE AND GARDEN. IN 2023, THE JAPANESE HERITAGE SHOYA HOUSE, A 350-YEAR-OLD STRUCTURE TRANSPORTED FROM JAPAN, OPENED TO THE PUBLIC. * THE DESERT GARDEN FEATURES ONE OF THE LARGEST OUTDOOR COLLECTIONS OF MATURE CACTI AND SUCCULENTS IN THE WORLD. RECENT IMPROVEMENTS INCLUDE EXPANDED ACCESS AND ADA-COMPLIANT PATHWAYS, AND RENOVATION OF THE DESERT CONSERVATORY FOR PLANTS REQUIRING GREATER PROTECTION FROM THE ELEMENTS. * THE FRANCES AND SIDNEY BRODY CALIFORNIA GARDEN IN THE STEVEN S. KOBLIK EDUCATION AND VISITOR CENTER IS ARRANGED ALONG A CENTRAL ALLE OF OLIVE TREES. THE GARDEN INCLUDES NATIVE AND CLIMATE-ADAPTED PLANTINGS ARRANGED WITHIN HEDGE ROOMS, A DESIGN THAT REFERENCES TRADITIONAL FORMAL LANDSCAPE DESIGN. THE FRANCES LASKER BRODY BOTANICAL CENTER FEATURES: * THE HELEN AND PETER BING CHILDREN'S GARDEN, INTRODUCING CHILDREN TO THE NATURAL WORLD THROUGH INTERACTIVE SCULPTURAL ELEMENTS. * THE ROSE HILLS FOUNDATION CONSERVATORY FOR BOTANICAL SCIENCE AND THE ASSOCIATED FOUNDATIONS TEACHING GREENHOUSE, PROVIDING HANDS-ON BOTANICAL SCIENCE EXPERIENCES FOR CHILDREN AND FAMILIES WHILE SHOWCASING ORCHIDS AND OTHER TROPICAL COLLECTIONS. * LABORATORIES FOR RESEARCH WHERE BOTANISTS USE TISSUE CULTURE AND CRYOBIOPRESERVATION TECHNIQUES TO SAFELY FREEZE AND PRESERVE FRAGILE PLANT TISSUE, AND WHERE GENETIC RESEARCH PROVIDES INSIGHTS INTO THE EVOLUTIONARY HISTORY OF CYCADS. * THE RANCH GARDEN, FOR TESTING AND DEMONSTRATING CONTEMPORARY IDEAS ABOUT SUSTAINABLE URBAN AGRICULTURE. * THE LIVING COLLECTIONS INCLUDE MORE THAN 15,000 SPECIES OF PLANTS. * ADDITIONAL GARDEN AREAS ARE DEVOTED TO ROSES AND CAMELLIAS, EACH COLLECTION REPRESENTING MORE THAN 1,000 DIFFERENT CULTIVARS. * THE AUSTRALIAN, HERB, JUNGLE, LILY PONDS, PALM, AND SUBTROPICAL GARDENS ARE AMONG OTHER IMPORTANT BOTANICAL ATTRACTIONS. * THE THREE-ACRE ROSE GARDEN FEATURES MORE THAN 2,500 INDIVIDUAL PLANTS AND MORE THAN 1,300 CULTIVATED VARIETIES. * CYCADS HAVE BEEN PART OF THE COLLECTIONS SINCE HENRY E. HUNTINGTON'S TIME, AND THE CURRENT COLLECTION INCLUDES SPECIES FROM AROUND THE WORLD. EACH YEAR, THE HUNTINGTON HOSTS BOTANICAL SHOWS, CONFERENCES, LECTURES, AND PLANT SALES FOCUSED ON HORTICULTURE AND PLANT CONSERVATION. IN 2025, MORE THAN 130 PEOPLE ATTENDED THE ANNUAL SUCCULENT PLANTS SYMPOSIUM. OTHER POPULAR PUBLIC EVENTS INCLUDED THE SOUTHERN CALIFORNIA CAMELLIA SOCIETY SHOW, BONSAI-A-THON, THE CALIFORNIA BONSAI SOCIETY SHOW, THE CACTUS & SUCCULENT SOCIETY OF AMERICA SHOW, THE HUNTINGTON ORCHID SHOW, AND THE AISEKI KAI VIEWING STONES SHOW. THE GARDENS HOSTED AN ANNUAL PLANT SALE IN THE SPRING, A FALL PLANT SALE, AND SEMI-MONTHLY LECTURES THAT INCLUDED PLANT SALES FOR VISITORS. THE CENTER FOR EAST ASIAN GARDEN STUDIES LECTURE SERIES CONTINUES TO PRESENT SIX TO EIGHT LECTURES ANNUALLY, AVERAGING APPROXIMATELY 125 ATTENDEES IN PERSON AND 300 TO 600 PARTICIPANTS ONLINE. GARDENS STAFF CONTINUE TO EXPAND PROGRAMS IN PLANT CONSERVATION AND RESEARCH, FOCUSING ON PLANT VARIATION, CRYOPRESERVATION, TISSUE-CULTURE PROPAGATION, AND IMPROVING PRODUCTIVITY IN URBAN AGRICULTURAL SETTINGS. BOTANICAL EXHIBITIONS PRESENTED DURING THE YEAR INCLUDED: * RED EARTH BY LITA ALBUQUERQUE * GROWING AND KNOWING IN THE GARDENS OF CHINA * WANG MANSHENG: WITHOUT US * MINEO MIZUNO: HOMAGE TO NATURE FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION DIVISION THE EDUCATION DIVISION PROVIDES MEANINGFUL LEARNING OPPORTUNITIES FOR INCREASINGLY DIVERSE AUDIENCES, SERVING THOUSANDS OF K-12 STUDENTS, TEACHERS, FAMILIES, AND LIFELONG LEARNERS EACH YEAR. THROUGH SPECIAL TOURS, PROGRAMS, AND EVENTS IN ART, HISTORY, LITERATURE, AND BOTANICAL SCIENCE, THE DIVISION ENHANCES THE VISITOR EXPERIENCE, DEEPENS INTERPRETATION OF THE COLLECTIONS, AND FOSTERS INQUIRY-BASED LEARNING. THE HUNTINGTON'S EDUCATION PROGRAMS ARE DESIGNED TO CONNECT AUDIENCES DIRECTLY WITH THE INSTITUTION'S EXTRAORDINARY COLLECTIONS WHILE ENCOURAGING CONTINUED LEARNING AMONG A BROAD PUBLIC. EACH YEAR, APPROXIMATELY 20,000 STUDENTS PARTICIPATE IN SCHOOL-BASED PROGRAMS ON CAMPUS. THE HUNTINGTON ALSO PARTNERS WITH SCHOOLS AND DISTRICTS TO FOSTER SUSTAINED ENGAGEMENT WITH STUDENTS AND TEACHERS THROUGH REPEAT VISITS AND PROFESSIONAL DEVELOPMENT INITIATIVES. EDUCATION STAFF EMPLOY INQUIRY-BASED TEACHING STRATEGIES AND SUPPORT EDUCATORS IN INTEGRATING THESE METHODS INTO CLASSROOM PRACTICE, EXTENDING THE IMPACT OF HUNTINGTON PROGRAMS BEYOND THE CAMPUS. IN ADDITION, APPROXIMATELY 12,000 INDIVIDUALS PARTICIPATE ANNUALLY IN PUBLIC EDUCATION PROGRAMS, INCLUDING CLASSES, WORKSHOPS, LECTURES, AND THE SUMMER YOUTH PROGRAM, HUNTINGTON EXPLORERS, FURTHER EXPANDING ACCESS TO MEANINGFUL EDUCATIONAL EXPERIENCES FOR LEARNERS OF ALL AGES. OTHER PUBLIC SERVICES AND PROGRAMS THE HUNTINGTON HOSTS MORE THAN 1,050,000 VISITORS ANNUALLY AND MAINTAINS A MEMBERSHIP OF NEARLY 51,000 HOUSEHOLDS. THE INSTITUTION IS SUPPORTED BY AN ACTIVE VOLUNTEER CORPS OF MORE THAN 1,000 INDIVIDUALS AND A FULL- AND PART-TIME STAFF OF OVER 600. THE HUNTINGTON IS AN INDEPENDENT NONPROFIT RESEARCH AND CULTURAL INSTITUTION SUPPORTED BY GIFTS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 11B IN ADDITION, AN OUTSIDE CPA FIRM, SINGERLEWAK, PREPARED AND REVIEWED THE FORM AND DISCUSSED IT IN DETAIL WITH THE ASSISTANT VICE PRESIDENT FOR FINANCIAL AFFAIRS, CONTROLLER. PRIOR TO FILING, THE ENTIRE DRAFT OF FORM 990 WAS SENT TO ALL TRUSTEES. THE FORM WAS REVIEWED AND DISCUSSED AT A MEETING OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REQUESTED ANNUALLY FROM ALL TRUSTEES, MEMBERS OF THE BOARD OF GOVERNORS, CHAIRS OF ACTIVE COMMITTEES, AS WELL AS SENIOR LEADERS. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MAKES DECISIONS ON HOW EACH CONFLICT SHOULD BE HANDLED. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING AND APPROVING THE COMPENSATION FOR THE PRESIDENT AND CFO, THE HUNTINGTON'S BOARD OF TRUSTEES (REFERRED TO AS THE "APPROVAL BODY" BELOW) USES THE FOLLOWING PROCESS: 1. IMPARTIAL DECISION MAKERS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF THE HUNTINGTON, COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. FOR EXAMPLE, NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION OR DEBATE OR PARTICIPATE IN THE VOTE. 2. COMPARABILITY DATA: WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION FOR COVERED INDIVIDUALS, IT MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATE THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS; AND C) USE OF AN INDEPENDENT COMPENSATION CONSULTANT. 3. CONCURRENT DOCUMENTATION: THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED. TO QUALIFY AS CONCURRENT DOCUMENTATION, WRITTEN OR ELECTRONIC RECORDS OF THE APPROVAL BODY (SUCH AS MEETING MINUTES) MUST NOTE: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE MEMBERS OF THE APPROVAL BODY WHO WERE PRESENT DURING THE DEBATE ON THE COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE APPROVAL BODY BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. ALL OTHER OFFICERS AND KEY EMPLOYEES HAVE THEIR COMPENSATION REVIEWED ANNUALLY BY THE APPROVAL BODY, WHICH INCLUDES REVIEW OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 CAN ALSO BE VIEWED BY THE PUBLIC AT WWW.CANDID.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,651,541. CHARITABLE REMAINDER TRUSTS (17) FUNDRAISING CA N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING NM N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING NY N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING TX N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING WA N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING DE N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0