2024-05-14T12:05:55-05:00 2023-06-30 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990 2022-07-01 510066038 The Henry Francis du Pont Winterthur Museum Inc HENR 3028884600 5105 Kennett Pike Winterthur DE 19735 Kirk Trasborg Chief Financial Officer 3028884600 2024-05-13 1 Kirk Trasborg 999009999 1 Peter S Kennedy CPA P00571422 3026566632 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Christopher Strand 5105 Kennett Pike Winterthur DE 19735 46726852 0 X www.Winterthur.org X 1930 DE Winterthur's mission is to preserve and enhance the legacy of its founder, Henry Francis du Pont, for the benefit and enjoyment of the public, including: the care, development, and study of its preeminent collection of decorative and fine arts made or used in America; the enhancement and interpretation of one of America's finest naturalistic gardens; the operation of graduate programs in American material culture and art conservation at the highest academic level; the operation and development of a library to support these important cultural goals; and the preservation of the historically important buildings and grounds. 34 33 366 285 110692 21146 8827394 5685503 2061479 2381515 13603946 7616975 1382315 1708225 25875134 17392218 496486 517017 0 0 14444805 14850829 0 0 1221406 14577056 12593374 29518347 27961220 -3643213 -10569002 405493881 420321549 12182932 11002204 393310949 409319345 X Winterthur builds upon the vision of Henry Francis du Pont to inspire and educate through its collections, estate, and academic programs by engaging diverse audiences in the study, preservation, and interpretation of American material culture, art, design, and history. 0 0 8792210 2211105 Public Visitation, Membership, and Public Relations:In FY23, Winterthur saw a spike of nearly 30,000 visitors, bringing the institution's total annual visitation to 109,626 for FY23. This increase in number relates to the slowing of the pandemic, as well as more large-scale programmatic offerings, a self-paced house tour, and a substantial increase in attendance from schools through a new free field trip program.Winterthur has also made concerted efforts to increase accessibility through free and low-cost programs in FY23. These programs include a series of free webinars, as well as a free community fair that highlighted local partners and drew several thousand visitors. FY23's increase in attendance, as well as the emphasis on community-based programs directly serves Winterthur's mission to inspire and educate through our collection, estate, and academic programs. The special exhibit during FY23 was "Jacqueline Kennedy and H. F. du Pont: From Winterthur to the White House", which opened in May 2022 and remained on view through January 2023. The exhibition explored the relationship between Winterthur's founder, H. F. du Pont and Jacqueline Kennedy. The exhibition was popular with groups and helped reach record numbers in the Gallery. Through partnerships with the White House Historical Association, we were able to attract new visitors, while exploring a topic many of our returning visitors knew little about. For the first time, the self-paced house tour was closely tied to the themes in the exhibition, setting a new course for interpretation of the historic home. The "Jacqueline Kennedy" exhibition gained a significant amount of attention nationwide, with features and reviews in The Washington Post and The Wall Street Journal. Guest curator Elaine Rice Bachmann and Winterthur director of collections Alexandra Deutsch spoke at various venues on the exhibition content. A separate small exhibition "Needle's I: Stitching Identity" also opened in September 2022 and a related conference was held in October of 2022. Our school programs attendance figures had a significant boost in FY23 due to the decision to waive all admission fees. In FY22, 4,500 students visited Winterthur through field trips. In FY23, that number jumped to over 10,000 students. Additionally, prior to FY23, students typically only spent an hour and half at Winterthur and participated in a limited number of experiences. We have shifted that model so that students now spend nearly an entire day at Winterthur and have the option to experience multiple aspects of the institution including the collection, gardens, library, and conservation labs. In July of 2022, we hosted the second annual Artisan Market, which saw just over 5,000 visitors and featured over 100 local artisans. This program offers an opportunity for artisans to gain massive exposure at a relatively low cost. Additionally, the program utilizes multiple areas of the grounds, allowing visitors to experience Winterthur's beauty in a social and restorative setting. In January of 2023, we created a new position, Manager of Continuing Education, whose primary role is to create enriching and immersive experiences for adults seeking deep dives into the collection. Her work since then has greatly expanded and improved our scholarly and academic offerings and there are plans for continued expansion in the next several years.Winterthur was supported in FY23 by approximately 11,000 member households, 93% of which reside in DE, PA, MD, or NJ. Membership at Winterthur is composed of 10 different individual membership levels, 1 corporate membership, and 3 donor societies, with annual dues ranging from $20 to $25,000+. Members made up a significant portion of general admission and add-on tickets, as well as event attendance in FY23. 5661661 517017 975201 Curatorial, Conservation, Education, Library Programs:Collections in FY23 Winterthur acquired and accessioned by gift, bequest, and purchase 355 objects and deaccessioned 49. Staff from Registration, Conservation, and Exhibitions worked to prepare for the "Ann Lowe: American Couturier" exhibition in the fall of 2023. This exhibition required coordination of loans from more than 20 partners, and conservation work began in the Winterthur labs two years in advance of the exhibition to prepare for photography for the exhibition publication, another project that Exhibitions, Conservation, and Publications worked on together. Collections staff also worked with Exhibitions to install new acquisitions in the galleries.Research Fellowship Program - Winterthur administers a Research Fellowship Program, which annually funds national and international scholars and creators to conduct research at Winterthur. Winterthur hosted 37 Research Fellows in FY23. The Program provides Research Fellows with staff support in areas of logistics and project consultations; access to collections and facilities; opportunities to present and publish; and opportunities to interface with graduate students.Graduate Programs - With University of Delaware, Winterthur administers and provides instruction in the Winterthur/UD graduate programs (the Winterthur Program in American Material Culture and the Winterthur/University of Delaware Program in Art Conservation). To date, there have been 1,059 graduates of these two programs. Graduate Program activity includes teaching core, elective, and independent study coursework at Winterthur; organizing and leading national and international field study trips; serving as major/thesis advisors and providing mentorship and career counseling for students; identifying internship opportunities; organizing program events; identifying and facilitating collaborative opportunities between the two programs and with University of Delaware departments for student coursework, professional development and research funding, and campus resources; and supporting successful postgraduate placement. Winterthur Portfolio - In partnership with the University of Chicago Press, Winterthur administers an in-house academic journal, Winterthur Portfolio: A Journal of American Material Culture, publishing 3 issues annually. Winterthur Portfolio activity includes: solicitation/selection/editing of peer-reviewed articles and book reviews for publication; working with the Press on aspects of the journal's production; enhancing support for authors and promoting guidelines for sharing published work; promoting the journal and Winterthur at professional events; and overseeing the journal's editorial board and budget. Winterthur Library - The Winterthur Library acquires, preserves, and makes its collections available to the public; supports the research and scholarly activities of students, external scholars, and members of the public; provides instruction for students in undergraduate and graduate programs; and develops programs, events, and outreach initiatives. During FY23 the library added 601 books, periodicals, and archival and manuscript lots by purchase and gift, lent 57 items for internal and external exhibitions, and provided 1,157 items (120 loans and 1,037 scans) through interlibrary loan. The library saw 1,800 users by appointment to use the library circulating and special collections. 7737760 Garden / Facilities Program:Winterthur maintains a world-renowned 60-acre historic garden nestled within a nearly 1000-acre landscape with woodlands, meadows, and waterways. Visitors come 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 more than 15,000 accessions. Winterthur preserves the legacy of the historic garden through continued restoration and enhancement of garden areas such as the Sundial Garden, Reflecting Pool, and Enchanted Woods and through the sensitive care and restoration of ironwork and statuary throughout the landscape. 22191631 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 186 0 1 366 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Kirk Trasborg 3028884600 Winterthur Museum 5105 Kennett Pike Winterthur DE 19735 Mr Christopher Strand Charles F. Montgomery Director & CEO 50.00 X X 269939 0 15503 Mr Bruce C Perkins Chair 5.00 X X 0 0 0 Ms Cynthia A Hewitt Vice Chair 5.00 X X 0 0 0 Mrs Elizabeth H Owens Secretary 5.00 X X 0 0 0 Mrs Katharine P Booth Trustee 1.00 X 0 0 0 Ms Desiree Caldwell Trustee 1.00 X 0 0 0 Ms Rhonda Starks Crowder Trustee 1.00 X 0 0 0 Mr David W Dangremond Trustee 1.00 X 0 0 0 Mr Logan D Delany Jr Trustee 1.00 X 0 0 0 Mr David L De Luca Trustee 1.00 X 0 0 0 Mr Timothy R Goldsmith Trustee 1.00 X 0 0 0 Mr Frank J Guzzetta Trustee 1.00 X 0 0 0 Dr Sandra R Harmon-Weiss Trustee 1.00 X 0 0 0 Mr James B Hawkes Trustee 1.00 X 0 0 0 Mr Morrison H Heckscher Trustee 1.00 X 0 0 0 Mr Frank L Hohmann III Trustee 1.00 X 0 0 0 Mr Joseph C Hoopes Jr Trustee 1.00 X 0 0 0 Mr Jeremy H Gonzalez Ibrahim Trustee 1.00 X 0 0 0 Mrs Richard I G Jones Trustee 1.00 X 0 0 0 Mr Edward W Kane Trustee 1.00 X 0 0 0 Mrs Ellen J Kullman Trustee 1.00 X 0 0 0 Mr Nicholas P Lambrow Trustee 1.00 X 0 0 0 Mr Jonathan B Loring Trustee 1.00 X 0 0 0 Mr Forbes Maner Trustee 5.00 X 0 0 0 Mr Christopher S Patterson Trustee 1.00 X 0 0 0 Mr Robert M Peck Trustee 1.00 X 0 0 0 Mrs Maureen C Rhodes Trustee 1.00 X 0 0 0 Mrs Lynn Springer Roberts Trustee 1.00 X 0 0 0 Mr Randall Schrimsher Trustee 1.00 X 0 0 0 Mr Stephen S Smith Trustee 1.00 X 0 0 0 Mr P Coleman Townsend Trustee 1.00 X 0 0 0 Mrs Susan Marshall Townsend Trustee 1.00 X 0 0 0 Ms Marichu C Valencia Trustee 1.00 X 0 0 0 Ms Renee Wolcott Trustee 1.00 X 0 0 0 The Honorable WL Lyons Brown Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr John L McGraw Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr Samuel Schwartz Chairman & Trustee Emeritus 1.00 X 0 0 0 Mrs Alice Cary Brown Trustee Emerita 1.00 X 0 0 0 Mrs Louisa C Duemling Trustee Emerita 1.00 X 0 0 0 Mr Pierre du Pont Hayward Trustee Emeritus 1.00 X 0 0 0 Mrs Elizabeth B Johnson Trustee Emerita 1.00 X 0 0 0 Mrs Julia Bissell Leisenring Trustee Emerita 1.00 X 0 0 0 Mrs Marjorie P McGraw Trustee Emerita 1.00 X 0 0 0 Mr Blaine T Phillips Trustee Emeritus 1.00 X 0 0 0 Mr Geoffrey M Rogers Trustee Emeritus 1.00 X 0 0 0 Dr David P Roselle Trustee Emeritus 1.00 X 0 0 0 Mr Mark E Stalnecker 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 Edmond L Lincoln Honorary Trustee 1.00 X 0 0 0 Ms Denise D Adams Controller and Asst Treasurer (to 3/23) 50.00 X 109594 0 8695 Ms Tricia Davies Assistant Secretary 50.00 X 54347 0 3943 Ms Susan Bleecher Chief Financial Officer and Treasurer 50.00 X 226252 0 10914 Ms Alexandra Deutsch Dir.-Collections 50.00 X 182131 0 11550 Ms Christine M Heesters Dir.-Marketing and Technology 50.00 X 172875 0 12578 Ms Jennifer M Mackey Dir.-Philanthropy 50.00 X 167489 0 23917 Ms Brin J Taylor Dir.-Human Resources (to 4/22) 50.00 X 166185 0 11442 Mr John Castle Dir.-Facilities Services 50.00 X 139974 0 24241 Ms Joy Gardiner Dir.-Conservation 50.00 X 107585 0 11688 Mr Phillip Hall Dir.-Project Management 50.00 X 113287 0 16747 Mr Wayne Cox Dir.-Information Management 50.00 X 104270 0 20253 1813928 0 171471 11 0 1 0 Limbach Company LLC 175 Titus Ave Suite 100 Warrington PA 18976 Equipment Maintenance 749724 Crane Communications Inc 111 Presidential Blvd Suite 239 Bala Cynwyd PA 19004 Marketing Consulting 425780 Stroz Friedberg LLC PO Box 975348 Dallas TX 75397 Computer Equipment Services 317697 Restaurant Associates 5105 Kennett Pike Wilmington DE 19804 Meetings and Special Events 304338 M Davis & Sons Inc 19 Germany Drive Wilmington DE 19804 Equipment Maintenance 255647 12 945461 114835 356568 4268639 98723 5685503 Admissions 900099 1524689 1524689 Academic Programs 900099 530444 530444 Program Events 900099 326382 326382 2381515 4143918 110692 4033226 244097 244097 572299 29581 542718 542718 542718 31659434 118375 28304752 0 3354682 118375 3473057 118375 3354682 717302 114835 485048 232254 232254 843093 515253 327840 327840 All other revenue 900099 358576 358576 Proceeds from storm damage 524126 2740 2740 361316 17392218 3186306 110692 8409717 517017 517017 1705899 605577 1100322 10009922 9071013 295379 643530 759806 526969 134825 98012 1537866 1406273 117329 14264 837336 707047 83670 46619 72729 72729 358676 358676 591112 591112 399867 281174 86400 32293 387063 379421 5422 2220 649256 458864 92508 97884 643996 643996 1286374 1033492 213625 39257 279171 232232 21014 25925 359163 231259 51101 76803 284769 284769 3436978 2761317 570772 104889 367542 2010 365532 Equipment, Contracts, a 1877103 1857762 17994 1347 Exhibition/Programming 991134 919242 65892 6000 Publication Expenses 166276 164752 1524 Garden Expenses 95914 95914 346251 296300 19112 30839 27961220 22191631 4548183 1221406 2144007 3712712 4410538 160340 410014 1813425 209181 390362 426376 561592 104606968 75003232 31347676 29603736 186959317 203499205 177660937 177232377 1925835 3347800 405493881 420321549 2334004 2892264 326793 503407 9266993 7410409 255142 196124 12182932 11002204 X 314868015 322052853 78442934 87266492 393310949 409319345 405493881 420321549 X -10569002 25061161 1516237 X X 0 1 X 1 1 1 X 4196445 5437810 10151045 8827394 5635993 34248687 4196445 5437810 10151045 8827394 5635993 34248687 2857028 31391659 4161150 4285399 3541986 4238655 4960314 21187504 55436191 14141152 0.56630 0.59060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X Digital Collection & Record 0 364761196 3513523 32607462 517017 18875579 591112 380898473 429816247 62052 -41067524 496486 22864512 688581 364761196 342802730 722472 106128246 747681 18456319 633201 429816247 353182994 1761014 7595597 697503 18211142 828230 342802730 356820196 80078 16229214 720793 18449085 776616 353182994 0.79473 0.11543 0.08984 0 0 6705791 6705791 85970892 67596283 18374609 11737299 7406949 4330350 192986 192986 29603736 Limited partnerships 130225307 F Hedge funds 47007070 F 177232377 Capital lease obligations 196124 196124 42663287 25061161 1000301 26061462 16601825 591112 199281 790393 17392218 28221662 1000301 1000301 27221361 591112 148747 739859 27961220 Part III, Line 1a: In conformity with FASB ASC 958-605, 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 activities as revenue and expenditures, respectively. Proceeds from sales of collection items are limited to the acquisition of other items for collections or the direct care of existing collection items. Winterthur employs conservation and curatorial staff to ensure that the collection is protected and preserved. Part III, Line 4: Winterthur's collection of decorative and fine arts remains one of the best in the country, and objects are displayed in 175 museum rooms and 35,000 square feet of self-guided galleries. The collections include over 90,000 objects including furniture, architecture, textiles, paintings, metals, ceramics, glass, and works of art on paper. The comprehensive research library features books, periodicals, manuscripts, visual images, and ephemera. Much of the scholarship on early American material culture has been written on the basis of research conducted at Winterthur, via both its collection of objects as well as the material found in its library. The Winterthur and University of Delaware Program in American Material Culture (WPAMC) is the country's leading graduate program in the study of American decorative arts and material life, and the Winterthur/University of Delaware Program in Art Conservation (WUDPAC) is one of only four graduate programs in the United States that educates and trains conservation professionals in multiple disciplines to care for our cultural heritage. Winterthur Museum, Garden & Library is committed to providing an array of artistic and educational programming. Currently, we are designing exhibitions, programs, and events that utilize our rich collection materials and vast knowledge base to appeal to Winterthur's traditional visitor while encouraging the patronage of a new, diverse, and intergenerational audience. Over the years, through innovative exhibitions, programs, and events, Winterthur has become a unique national treasure, a vital community resource, and a place that engages adults and youth in entertaining and memorable experiences that are relevant to their lives. Winterthur's goal has been to interpret its collections through enticing programs that help young visitors understand people, art, and landscapes - past and present. Culture enthusiasts and families with children make up the bulk of Winterthur's general attendance, of over 109,000 in FY2023. Many of these visitors are cultural tourists and museum members who take tours of the house, garden, and galleries or partake in Winterthur's family and school programming. Winterthur offers eighteen interactive, curriculum-based and developmentally-appropriate programs for students in preschool through the 12th grade. These programs take place both at Winterthur and in school classrooms throughout the Delaware Valley as part of our school outreach program, and are often geared toward our changing exhibitions. Part XI, Line 2d - Other Adjustments: Special Event Expenses 485,048. Cost of Sales 515,253. Part XI, Line 4b - Other Adjustments: Corporate event expenses 59,054. Insurance proceeds from storm damage 2,740. Collection Deaccession Proceeds 118,375. UBIT Taxes Paid 19,112. Part XII, Line 2d - Other Adjustments: Special Event Expenses 485,048. Cost of Goods Sold 515,253. Part XII, Line 4b - Other Adjustments: Corporate event expenses 59,054. Collection acquisitions 70,581. UBIT Taxes Paid 19,112. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investment 50198755 0 0 0 0 0 0 50198755 0 50198755 1 0 1 1 1 0 Part III Accounting Method: Part I, Line 3, Column (f): There are 5 investments with a net asset value of $50,198,755 at June 30, 2023. Delaware Antiques Show 413132 64825 348307 227991 Point to Point Races 419005 50010 368995 257057 832137 114835 717302 485048 485048 232254 1 Winterthur Program in American Material Culture 16 400000 FMV Research Fellowship 37 98313 FMV Part I, Line 2: The only disbursements made to non-affiliated persons in furtherance of its mission and exempt purpose are to the graduate students (Winterthur Program in American Material Culture) and research fellowships (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. 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 monthly internal tracking. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 Mr Christopher Strand Charles F. Montgomery Director & CEO 269939 0 0 0 0 0 15503 0 0 0 285442 0 0 0 Ms Susan Bleecher Chief Financial Officer and Treasure 226252 0 0 0 0 0 963 0 9951 0 237166 0 0 0 Ms Alexandra Deutsch Dir.-Collections 182131 0 0 0 0 0 9957 0 1593 0 193681 0 0 0 Ms Jennifer M Mackey Dir.-Philanthropy 167489 0 0 0 0 0 8170 0 15747 0 191406 0 0 0 Ms Christine M Heesters Dir.-Marketing and Technology 172875 0 0 0 0 0 10987 0 1591 0 185453 0 0 0 Ms Brin J Taylor Dir.-Human Resources (to 4/22) 166185 0 0 0 0 0 9092 0 2350 0 177627 0 0 0 Mr John Castle Dir.-Facilities Services 139974 0 0 0 0 0 8782 0 15459 0 164215 0 0 0 Part I, Line 4a Brin Taylor - Other compensation payment of $109,915. X 12 FASB ASC 958-360-25 X FASB ASC 958-360-25 X 6 98723 Fair Market Value 5 0 1 1 Part I, Line 32b: Deaccessioned material is sold thru public auction houses, e.g. Sotheby's, Pook & Pook, Inc. and Christie's. 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. Form 990, Part VI, Section A, line 2 Some Board members share a family relationship. Form 990, Part VI, Section B, line 11b 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 Department oversees a national salary survey every three years and also gathers local/regional salary data to help establish current market values for the Museum's senior leadership and staff. The collected salary data supports a salary structure that aligns all positions within a salary range. 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 9: Non-operating pension activities 1,516,237. Form 990, Part XII, Line 2c Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor.