HENRY E HUNTINGTON LIBRARY & ART GALLERY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HENRY E HUNTINGTON LIBRARY & ART GALLERY (EIN 95-1644589)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349313144
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:11:01-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY E HUNTINGTON LIBRARY | BusinessNameLine1Txt |
| Business Name Line2 | AND ART GALLERY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6264052150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911081218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET ALBERTI | PersonNm |
| Person Title | SENIOR VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 6264052150 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANET | PersonFirstNm |
| Person Last | ALBERTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANAZ BENYAMINI | PreparerPersonNm |
| PTIN | P00666808 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON LIBRARY ART MUSEUM & BOTANICAL GARDENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN LAWRENCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911081218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $986,952,055 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNTINGTON.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 620 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $3,359,130 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $68,063,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $111,590,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,439,604 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,542,188 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,304,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,659,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,053,993 | PYOtherRevenueAmt |
| CY Other Revenue | $2,166,336 | CYOtherRevenueAmt |
| PY Total Revenue | $128,861,733 | PYTotalRevenueAmt |
| CY Total Revenue | $167,958,682 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,116,401 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,048,463 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,306,716 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,419,629 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,803,560 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,426,761 | PYOtherExpensesAmt |
| CY Other Expenses | $51,087,240 | CYOtherExpensesAmt |
| PY Total Expenses | $100,849,878 | PYTotalExpensesAmt |
| CY Total Expenses | $93,555,332 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,011,855 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $74,403,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $862,313,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $960,168,929 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,929,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,437,785 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $836,384,210 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $937,731,144 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,339,152 | ExpenseAmt |
| Grant | $2,048,462 | GrantAmt |
| Revenue | $470,303 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,368,873 | ExpenseAmt |
| Revenue | $448,472 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,186,397 | ExpenseAmt |
| Revenue | $17,960,799 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,362,097 | ExpenseAmt |
| Revenue | $102,341 | RevenueAmt |
| Desc | ART MUSEUMTHE 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. BOTH BUILDINGS ALSO SHOWCASE SMALLER, TEMPORARY EXHIBITIONS THAT FOCUS ON MASTERWORKS IN THE COLLECTION OR PLACE THE HUNTINGTON'S HISTORIC WORKS IN CONVERSATION 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, INCLUDING 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 ARTJUST 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 ARTISTS WORKING TODAY HIGHLIGHT THE RELEVANCE OF HISTORIC ART TO CONTEMPORARY CREATIVITY.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 WILL 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 OF THE ARTS AND CRAFTS MOVEMENT.ASIAN ARTTHE ASIAN ART COLLECTIONS AT THE HUNTINGTON ARE HETEROGENOUS, 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 OUR 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 NEW 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. EXHIBITS DURING THE YEAR FOR OTHER PROGRAMS INCLUDED:* ANDREW RAFTERY: THE AUTOBIOGRAPHY OF A GARDEN* GHETTO FILM SCHOOL* BORDERLANDS* METHOD AND MATERIAL: TEMPERA PAINTING IN FOCUS* MINEO MIZUNO* GEE'S BEND: SHARED LEGACY* INSPIRING WALT DISNEY: THE ANIMATION OF FRENCH DECORATIVE ARTS* THE HILTON ALS SERIES: NJIDEKA AKUNYILI CROSBY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,362,097 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $102,341 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $74,256,519 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 337 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 620 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET ALBERTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264052150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911081218 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GREGORY A PIESCHALA | ||||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BARTH | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE BENDER | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMON KC LI | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| J MARIO MOLINA | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY MUNGER | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MEI-LEE NEY | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN LAWRENCE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $569,392 | $0 | $125,780 | |||
| JANET ALBERTI | ||||||||
| SVP & CFO | 40.00 | Yes (X) | $432,246 | $0 | $40,831 | |||
| RANDY SHULMAN | ||||||||
| SVP - ADV & EXT RELATIONS | 40.00 | $321,669 | $0 | $33,783 | Yes (X) | |||
| SANDRA BROOKE GORDAN | ||||||||
| DIRECTOR - LIBRARY | 40.00 | $268,702 | $0 | $33,517 | Yes (X) | |||
| THOMAS POLANSKY | ||||||||
| VP - OPERATIONS & FACILITIES | 40.00 | $217,956 | $0 | $53,464 | Yes (X) | |||
| NICOLE CAVENDER | ||||||||
| DIRECTOR - BOTANICAL GARDENS | 40.00 | $233,163 | $0 | $123,031 | Yes (X) | |||
| STEVE HINDLE THRU 8122 | ||||||||
| DIRECTOR - RESEARCH | 40.00 | $230,219 | $0 | $36,077 | Yes (X) | |||
| CHRISTINA NIELSEN | ||||||||
| DIRECTOR - ART MUSEUM | 40.00 | $267,294 | $0 | $41,004 | Yes (X) | |||
| RONALD GALLES | ||||||||
| AVP & CONTROLLER | 40.00 | $245,371 | $0 | $60,492 | Yes (X) | |||
| MISTY BENNETT | ||||||||
| CHRO | 40.00 | $228,965 | $0 | $60,183 | Yes (X) | |||
| HEATHER HART | ||||||||
| VP - DIGITAL & TECHNOLOGY | 40.00 | $208,029 | $0 | $28,414 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,223,006 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $636,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER LANGSTON LLC | |||||
| 17962 COWAN | IRVINE | CA | 92614 | CONTRACTOR SERVICES | $1,667,222 |
| DMC STAFF LLC | |||||
| 1817 N FULLER AVENUE STE 102 | LOS ANGELES | CA | 90046 | STAFFING SERVICES | $539,121 |
| TOWN AND COUNTRY EVENT RENTALS | |||||
| 7725 AIRPORT BUSINESS PARK WAY | VAN NUYS | CA | 91406 | EVENT DECOR & RENTALS | $307,613 |
| SAMUEL ANDERSON ARCHITECTS | |||||
| 307 W 38TH ST STE 1901 | NEW YORK | NY | 10018 | CONTRACTOR SERVICES | $211,928 |
| IMAGES BY LIGHTING LLC | |||||
| 5335 W 102ND STREET | LOS ANGELES | CA | 90045 | CONTRACTOR SERVICES | $211,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $925,774 | FundraisingAmt |
| Government Grants | $227,688 | GovernmentGrantsAmt |
| All Other Contributions | $110,436,700 | AllOtherContributionsAmt |
| Noncash Contributions | $5,947,189 | NoncashContributionsAmt |
| Total Contributions | $111,590,162 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSION | 900099 | $11,343,717 | $11,343,717 | |
| RENTAL INCOME | 900099 | $1,591,771 | $1,591,771 | |
| PROGRAMS | 900099 | $1,558,345 | $1,558,345 | |
| FOOD SERVICES | 900099 | $1,237,296 | $1,237,296 | |
| BON APPETIT AMORTIZATI | 900099 | $479,471 | $479,471 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,588 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,851 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $109,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,542,188 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,028,906 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,197,351 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,831,555 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $838,110,666 | SecuritiesAmt |
| Other | $93,291 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $815,572,867 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,537,799 | SecuritiesAmt |
| Other | $93,291 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,631,090 | TotalRevenueColumnAmt |
| Exclusion | $22,631,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $925,774 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $508,470 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$435,170 | TotalRevenueColumnAmt |
| Exclusion | -$435,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,513,542 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,912,036 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,601,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,439,727 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $161,779 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,958,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,155,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,359,130 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,853,979 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,528,036 | TotalAmt |
| Program Services | $1,528,036 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,427 | TotalAmt |
| Program Services | $520,427 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552,023 | TotalAmt |
| Program Services | $924,780 | ProgramServicesAmt |
| Management And General | $1,226,919 | ManagementAndGeneralAmt |
| Fundraising | $400,324 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,775 | TotalAmt |
| Program Services | $88,775 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,316,380 | TotalAmt |
| Program Services | $23,356,529 | ProgramServicesAmt |
| Management And General | $2,883,997 | ManagementAndGeneralAmt |
| Fundraising | $2,075,854 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,187,467 | TotalAmt |
| Program Services | $2,061,469 | ProgramServicesAmt |
| Management And General | $92,092 | ManagementAndGeneralAmt |
| Fundraising | $33,906 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,083,423 | TotalAmt |
| Program Services | $4,790,618 | ProgramServicesAmt |
| Management And General | $214,012 | ManagementAndGeneralAmt |
| Fundraising | $78,793 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,191,561 | TotalAmt |
| Program Services | $2,065,327 | ProgramServicesAmt |
| Management And General | $92,265 | ManagementAndGeneralAmt |
| Fundraising | $33,969 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,480,391 | TotalAmt |
| Program Services | $50,439 | ProgramServicesAmt |
| Management And General | $1,389,570 | ManagementAndGeneralAmt |
| Fundraising | $40,382 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,808 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $212,808 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,204 | TotalAmt |
| Program Services | $37,204 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,165,476 | TotalAmt |
| Management And General | $4,165,476 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,347,419 | TotalAmt |
| Program Services | $3,809,305 | ProgramServicesAmt |
| Management And General | $1,242,359 | ManagementAndGeneralAmt |
| Fundraising | $295,755 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,464 | TotalAmt |
| Program Services | $258,154 | ProgramServicesAmt |
| Management And General | $22,451 | ManagementAndGeneralAmt |
| Fundraising | $7,859 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,442,919 | TotalAmt |
| Program Services | $3,626,270 | ProgramServicesAmt |
| Management And General | $582,009 | ManagementAndGeneralAmt |
| Fundraising | $1,234,640 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,420 | TotalAmt |
| Program Services | $1,373,153 | ProgramServicesAmt |
| Management And General | $364,175 | ManagementAndGeneralAmt |
| Fundraising | $425,092 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,618,257 | TotalAmt |
| Program Services | $3,373,038 | ProgramServicesAmt |
| Management And General | $192,356 | ManagementAndGeneralAmt |
| Fundraising | $52,863 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,069 | TotalAmt |
| Program Services | $590,535 | ProgramServicesAmt |
| Management And General | $38,833 | ManagementAndGeneralAmt |
| Fundraising | $14,701 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,103 | TotalAmt |
| Program Services | $149,206 | ProgramServicesAmt |
| Management And General | $22,020 | ManagementAndGeneralAmt |
| Fundraising | $4,877 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,046,070 | TotalAmt |
| Program Services | $12,662,864 | ProgramServicesAmt |
| Management And General | $306,134 | ManagementAndGeneralAmt |
| Fundraising | $77,072 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,123 | TotalAmt |
| Program Services | $1,844 | ProgramServicesAmt |
| Management And General | $1,070,043 | ManagementAndGeneralAmt |
| Fundraising | $236 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACQUISITIONS & COLLECTI | $8,964,319 | $8,924,269 | $40,050 | |
| MAINTENANCE & REPAIRS | $4,426,198 | $4,061,277 | $337,684 | $27,237 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,555,332 | TotalAmt |
| Program Services | $74,256,519 | ProgramServicesAmt |
| Management And General | $14,495,253 | ManagementAndGeneralAmt |
| Fundraising | $4,803,560 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,181,266 | BOYAmt |
| EOY | $2,634,446 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,750,672 | BOYAmt |
| EOY | $133,213,828 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,746,736 | BOYAmt |
| EOY | $13,718,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,050 | BOYAmt |
| EOY | $991,492 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,373 | BOYAmt |
| EOY | $1,111,867 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,012 | BOYAmt |
| EOY | $1,057,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $323,713,161 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $199,788,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,324,551 | BOYAmt |
| EOY | $123,924,356 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,220,845 | BOYAmt |
| EOY | $655,356,804 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,147,475 | BOYAmt |
| EOY | $28,159,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,313,980 | BOYAmt |
| EOY | $960,168,929 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,251,343 | BOYAmt |
| EOY | $12,261,286 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,678,427 | BOYAmt |
| EOY | $10,176,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,929,770 | BOYAmt |
| EOY | $22,437,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,311,354 | BOYAmt |
| EOY | $410,220,356 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,072,856 | BOYAmt |
| EOY | $527,510,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,384,210 | BOYAmt |
| EOY | $937,731,144 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,313,980 | BOYAmt |
| EOY | $960,168,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $74,403,350 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,943,595 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,042,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,096,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,651,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,063,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,590,162 | CurrentTaxYearAmt |
| Total | $315,443,965 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,042,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,096,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,651,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,063,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,590,162 | CurrentTaxYearAmt |
| Total | $315,443,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $78,967,620 | SubstantialContributorsTotAmt |
| Public Support Total170 | $236,476,345 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,730,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,811,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,400,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,611,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,831,555 | CurrentTaxYearAmt |
| Total | $59,385,029 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $63,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,273,093 | CurrentTaxYearAmt |
| Total | $3,336,111 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,328 | CurrentTaxYearMinus4YearsAmt |
| Total | $196,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $378,361,433 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $77,053,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE PROCEEDS - 2018 AMOUNT: $ 196,328. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $37,204 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $37,204 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | EDUCATE/ADVOCATE BEFORE STATE GOVERNMENT TO PROTECT THE ASSETS OF THE HUNTINGTON BOTANICAL GARDENS FROM HARMFUL STATE WATER CONSERVATION EMERGENCY PROCLAMATIONS AND REGULATORY ACTIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $2,898,590 | RevenuesIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $639,700,488 | BeginningYearBalanceAmt |
| Contributions | $60,552,888 | ContributionsAmt |
| Investment Earnings Or Losses | $61,328,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,299,220 | OtherExpendituresAmt |
| Administrative Expenses | $4,165,476 | AdministrativeExpensesAmt |
| End Year Balance | $728,117,230 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $746,844,432 | BeginningYearBalanceAmt |
| Contributions | $10,816,524 | ContributionsAmt |
| Investment Earnings Or Losses | -$88,068,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,473,986 | OtherExpendituresAmt |
| Administrative Expenses | $4,417,820 | AdministrativeExpensesAmt |
| End Year Balance | $639,700,488 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $564,258,055 | BeginningYearBalanceAmt |
| Contributions | $12,284,871 | ContributionsAmt |
| Investment Earnings Or Losses | $197,868,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,392,225 | OtherExpendituresAmt |
| Administrative Expenses | $4,174,414 | AdministrativeExpensesAmt |
| End Year Balance | $746,844,432 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,858,675 | BeginningYearBalanceAmt |
| Contributions | $18,477,291 | ContributionsAmt |
| Investment Earnings Or Losses | $46,692,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,357,241 | OtherExpendituresAmt |
| Administrative Expenses | $3,413,036 | AdministrativeExpensesAmt |
| End Year Balance | $564,258,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,275,546 | BeginningYearBalanceAmt |
| Contributions | $3,107,306 | ContributionsAmt |
| Investment Earnings Or Losses | $42,506,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,470,358 | OtherExpendituresAmt |
| Administrative Expenses | $2,559,887 | AdministrativeExpensesAmt |
| End Year Balance | $524,858,675 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,082,008 | OtherCostOrOtherBasisAmt |
| Book Value | $2,082,008 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,930,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,923,444 | DepreciationAmt |
| Book Value | $78,007,468 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,260,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,164,999 | DepreciationAmt |
| Book Value | $28,095,984 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,413,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,157,191 | DepreciationAmt |
| Book Value | $1,256,252 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,025,815 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,543,171 | DepreciationAmt |
| Book Value | $14,482,644 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $123,924,356 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATIONS UNDER UNITRUST | Desc |
| Amt | $10,176,499 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,176,499 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $191,234,663 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,943,595 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,420,506 | OtherRevenueAmt |
| Revenue Not Reported | $30,364,101 | RevenueNotReportedAmt |
| Revenue Subtotal | $160,870,562 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,165,476 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,922,644 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,088,120 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $167,958,682 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,887,718 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,420,506 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,420,506 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,467,212 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,165,476 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,922,644 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,088,120 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $93,555,332 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | BASED ON THE HUNTINGTON ELECTION UNDER FASB 116, THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HUNTINGTON'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. HOWEVER, THE HUNTINGTON, FOR PURPOSES OF THE INFORMATION RETURN (990 AND RELATED) REPORTED THE COLLECTIONS ACQUIRED THROUGH CONTRIBUTIONS AS INCOME REVENUES AND OFFSET BY EXPENSES. THE AMOUNT IS SHOWN AS A RECONCILING ITEM BETWEEN THE GAAP FINANCIALS AND THE INFORMATION RETURN FINANCIALS. COLLECTIONS ITEMS ARE EXPENSED WHEN PURCHASED. CONTRIBUTED COLLECTIONS ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE ESTIMATED FAIR VALUE OF CONTRIBUTED COLLECTIONS ITEMS AMOUNTED TO $2,900,000 AND $5,700,000 FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY. THE HUNTINGTON CONTINUALLY REVIEWS ITS COLLECTIONS AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DEACCESSIONING TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. DURING FISCAL YEAR 2023 AND 2022, THERE WERE NO ITEMS DEACCESSIONED AT AUCTION. ANY PROCEEDS WOULD BE RESTRICTED FOR FUTURE ACQUISITIONS OF ART. |
| PART III, LINE 4: | THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC. THE LIBRARY'S COLLECTION CONSISTS OF RARE BOOKS AND MANUSCRIPTS IN THE FIELDS OF BRITISH AND AMERICAN HISTORY AND LITERATURE. IT ALSO INCLUDES 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, MORE THAN A DOZEN SPECTACULAR THEMED GARDENS. 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 $1.3 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 1,000,000 VISITORS. |
| PART V, LINE 4: | THE RESTRICTED ENDOWMENT FUNDS ARE USED FOR A SPECIFIC PURPOSE DESIGNATED BY THE DONOR, AND THE CORPUS IS HELD IN PERPETUITY. THE RESTRICTED SPEND RATE DISTRIBUTION IS TYPICALLY USED TO SUPPORT A SPECIFIC PROGRAM, EVENT OR ACQUISITION. THE UNRESTRICTED ENDOWMENT FUND SPEND RATE DISTRIBUTION IS USED TO SUPPORT THE OPERATIONS OF THE HUNTINGTON. |
| PART X, LINE 2: | 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 PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX 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 RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,912,036. FUNDRAISING EVENT EXPENSES 508,470. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH GIFTS 2,922,644. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,912,036. FUNDRAISING EVENT EXPENSES 508,470. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH GIFTS 2,922,644. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $76,057,040 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $14,833,351 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | GRANT | $343,893 |
| NORTH AMERICA | GRANT | $84,750 |
| ASIA | GRANT | $14,875 |
| SOUTH AMERICA | GRANT | $76,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $91,410,818 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $91,410,818 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | EUROPE/ICELAND/GREEN | 37 | $343,893 | CHECK | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | ASIA | 4 | $14,875 | CHECK | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | NORTH AMERICA | 6 | $84,750 | CHECK | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | SOUTH AMERICA | 3 | $76,909 | CHECK | NONE | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE HUNTINGTON ASSEMBLED FOUR SEPARATE EXTERNAL PEER REVIEW COMMITTEES, MOSTLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS RESEARCH FELLOWSHIPS: ONE FOR LONG-TERM FELLOWSHIPS, ONE FOR THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND TWO FOR SHORT-TERM FELLOWSHIPS (FOR PERIODS BETWEEN ONE AND FIVE MONTHS). ALL THE COMMITTEE MEMBERS HAVE A DISTINGUISHED RECORD OF SCHOLARLY ACHIEVEMENT AND PUBLICATIONS IN THEIR FIELD. THE COMMITTEE THAT SELECTED THE FELLOWS IN THE DIBNER PROGRAM CONSISTED OF FIVE HISTORIANS IN THE FIELDS OF SCIENCE, TECHNOLOGY, AND MEDICINE. THREE COMMITTEE MEMBERS ALSO SPECIALIZED IN OTHER FIELDS WHICH BROADENED THE DECISION-MAKING DURING THE MEETING. EACH OF THE OTHER THREE COMMITTEES HAD REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE SELECTED PEER REVIEWERS WHO HAD A BROAD OVERVIEW OF THEIR FIELD AND WHO WERE COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE COMMITTEES' DECISIONS, BASED ON THE EVALUATION AND DISCUSSION OF THE APPLICATIONS, WERE INDEPENDENT, AND FELLOWSHIPS WERE AWARDED BASED ON THE PEER REVIEWERS' EXPERTISE AND CONSIDERING THE HUNTINGTON'S COMMITMENT TO INCLUSIVE EXCELLENCE. THE DIRECTOR OF RESEARCH CHAIRED THE SELECTION COMMITTEE MEETINGS BUT DID NOT VOTE. AT THE END OF THE AWARD PERIOD EACH LONG-TERM FELLOW IS REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLICATIONS (ESPECIALLY MONOGRAPHS) THAT ARE INFORMED BY THEIR RESEARCH: A COPY OF THE BOOK IS REQUESTED BUT NOT REQUIRED. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HUNTINGTON BALL | Event1Nm |
| Gross Receipts Event1 | $999,074 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $925,774 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $73,300 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $128,440 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $380,030 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $999,074 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $925,774 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,300 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $128,440 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $380,030 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $508,470 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$435,170 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | GrantTypeTxt |
| Recipient | 109 | RecipientCnt |
| Cash Grant | $1,528,036 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HUNTINGTON ASSEMBLED FOUR SEPARATE EXTERNAL PEER REVIEW COMMITTEES, MOSTLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS RESEARCH FELLOWSHIPS: ONE FOR LONG-TERM FELLOWSHIPS, ONE FOR THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND TWO FOR SHORT-TERM FELLOWSHIPS (FOR PERIODS BETWEEN ONE AND FIVE MONTHS). ALL OF THE COMMITTEE MEMBERS MUST HAVE A DISTINGUISHED RECORD OF SCHOLARLY ACHIEVEMENT AND PUBLICATIONS IN THEIR FIELD. THE COMMITTEE THAT SELECTS THE FELLOWS IN THE DIBNER PROGRAM CONSISTS OF FIVE HISTORIANS IN THE FIELDS OF SCIENCE, TECHNOLOGY, AND MEDICINE. THREE COMMITTEES MEMBERS ALSO SPECIALIZED IN OTHER FIELDS WHICH BROADENED THE DECISION-MAKING DURING THE MEETING. EACH OF THE OTHER THREE COMMITTEES HAD REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE SELECTED PEER REVIEWERS WHO HAD A BROAD OVERVIEW OF THEIR FIELD AND WHO WERE COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE COMMITTEES' DECISIONS, BASED ON THE EVALUATION AND DISCUSSION OF THE APPLICATIONS, WERE INDEPENDENT, AND FELLOWSHIPS WERE AWARDED ON PEER REVIEWERS' EXPERTISE AND CONSIDERING THE HUNTINGTON'S COMMITMENT TO INCLUSIVE EXCELLENCE. THE DIRECTOR OF RESEARCH CHAIRED SELECTION COMMITTEE MEETINGS BUT DID NOT VOTE. AT THE END OF THE AWARD PERIOD EACH LONG-TERM FELLOW IS REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLICATIONS (ESPECIALLY MONOGRAPHS) THAT ARE INFORMED BY THEIR RESEARCH: A COPY OF THE BOOK IS REQUESTED BUT NOT REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN LAWRENCE | ||||||||||||||
| PRESIDENT | $569,392 | $0 | $0 | $0 | $0 | $0 | $39,400 | $0 | $86,380 | $0 | $695,172 | $0 | $0 | $0 |
| JANET ALBERTI | ||||||||||||||
| SVP & CFO | $432,246 | $0 | $0 | $0 | $0 | $0 | $24,400 | $0 | $16,431 | $0 | $473,077 | $0 | $0 | $0 |
| NICOLE CAVENDER | ||||||||||||||
| DIRECTOR - BOTANICAL GARDENS | $233,163 | $0 | $0 | $0 | $0 | $0 | $18,653 | $0 | $104,378 | $0 | $356,194 | $0 | $0 | $0 |
| RANDY SHULMAN | ||||||||||||||
| SVP - ADV & EXT RELATIONS | $321,669 | $0 | $0 | $0 | $0 | $0 | $24,400 | $0 | $9,383 | $0 | $355,452 | $0 | $0 | $0 |
| CHRISTINA NIELSEN | ||||||||||||||
| DIRECTOR - ART MUSEUM | $267,294 | $0 | $0 | $0 | $0 | $0 | $14,664 | $0 | $26,340 | $0 | $308,298 | $0 | $0 | $0 |
| RONALD GALLES | ||||||||||||||
| AVP & CONTROLLER | $245,371 | $0 | $0 | $0 | $0 | $0 | $19,630 | $0 | $40,862 | $0 | $305,863 | $0 | $0 | $0 |
| SANDRA BROOKE GORDAN | ||||||||||||||
| DIRECTOR - LIBRARY | $268,702 | $0 | $0 | $0 | $0 | $0 | $21,496 | $0 | $12,021 | $0 | $302,219 | $0 | $0 | $0 |
| MISTY BENNETT | ||||||||||||||
| CHRO | $228,965 | $0 | $0 | $0 | $0 | $0 | $19,350 | $0 | $40,833 | $0 | $289,148 | $0 | $0 | $0 |
| THOMAS POLANSKY | ||||||||||||||
| VP - OPERATIONS & FACILITIES | $217,956 | $0 | $0 | $0 | $0 | $0 | $17,437 | $0 | $36,027 | $0 | $271,420 | $0 | $0 | $0 |
| STEVE HINDLE THRU 8122 | ||||||||||||||
| DIRECTOR - RESEARCH | $230,219 | $0 | $0 | $0 | $0 | $0 | $18,418 | $0 | $17,659 | $0 | $266,296 | $0 | $0 | $0 |
| HEATHER HART | ||||||||||||||
| VP - DIGITAL & TECHNOLOGY | $208,029 | $0 | $0 | $0 | $0 | $0 | $16,950 | $0 | $11,464 | $0 | $236,443 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PER THE EMPLOYMENT CONTRACT FOR THE PRESIDENT, AND EMPLOYMENT LETTERS FOR THE DIRECTOR OF THE BOTANICAL GARDENS, RESIDENCE ON-CAMPUS IS A CONDITION OF THEIR 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 HER/HIM 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 AS PER THE EMPLOYMENT CONTRACT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONA SHULMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | VP'S SPOUSE | RelationshipDescriptionTxt |
| Transaction | $88,775 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | MONA SHULMAN IS RANDY SHULMAN'S SPOUSE, SENIOR VICE PRESIDENT FOR ADVANCEMENT AND EXTERNAL RELATIONS. THE TRANSACTION AMOUNTS INCLUDE SALARIES AND BENEFITS TO THE EMPLOYEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,520,214 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,024,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MANUSCRIPTS | 1 | $1,370,775 | APPRAISAL |
| Yes (X) | 50 CASES WINES | 1 | $16,704 | APPRAISAL |
| Yes (X) | RARE BOOKS | 1 | $7,500 | APPRAISAL |
| Yes (X) | 30 CASES MOET | 1 | $7,350 | APPRAISAL |
| Yes (X) | GENERAL BOOKS | 84 | $84 | ESTIMATE |
| Yes (X) | PLANTS | 17 | $17 | ESTIMATE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE HUNTINGTON USES A BROKER TO SELL STOCK GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE I, ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES: | 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. THE COLLECTIONS THE HUNTINGTON HAS ASSEMBLED PRIMARY MATERIALS, ART OBJECTS, AND LIVING COLLECTIONS WHICH REFLECT THE DEVELOPMENT OF WESTERN CULTURE, 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. 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. 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 THE INTERNATIONAL. AS A LOCAL INSTITUTION, IT SERVES SCHOOLCHILDREN, FAMILIES, AND SCHOLARS WITH A BROAD ARRAY OF PROGRAMS CENTERED IN THE COLLECTIONS. TO THE NATIONAL AND INTERNATIONAL COMMUNITIES, THE HUNTINGTON SERVES AS A HAVEN FOR INDEPENDENT SCHOLARSHIP AND AS A REPOSITORY FOR A BROAD FUND 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 LEADERSHIP, STEWARDSHIP, AND RESOURCES. SCHOLARS BRING THEIR OWN INTELLECTUAL DEPTH AND DIVERSE INTERPRETATIONS TO THE COLLECTIONS. STAFF SUPPLY EXPERTISE AND ENERGY, AND VISITORS BRING CURIOSITY, EXPECTATIONS, AND EXPERIENCES WHICH CHALLENGE THE HUNTINGTON TO THE GREATER FULFILLMENT OF ITS MISSION. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | LIBRARY DIVISION THE HUNTINGTON LIBRARY IS ONE OF THE WORLD'S GREATEST INDEPENDENT RESEARCH LIBRARIES, HOLDING SOME 12 MILLION ITEMS CULTURAL TREASURES THAT SPAN THE 11TH THROUGH 21ST CENTURIES. THESE EXTRAORDINARY AND DIVERSE MATERIALS OVER 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. THE LIBRARY'S COLLECTIONS ENCOMPASS: 8.9 MILLION MANUSCRIPTS; 450,000 RARE BOOKS; 420,000 REFERENCE BOOKS; 900,000 PRINTS AND EPHEMERA, 800,000 PHOTOGRAPHS, AND OVER 6 TERABYTES OF DIGITAL COLLECTIONS. HAILING FROM SOME 30 COUNTRIES, 2,200 RESEARCHERS MAKE MORE THAN 14,000 IN-PERSON VISITS TO STUDY RARE COLLECTIONS IN THE LIBRARY'S READING ROOMS EACH YEAR. SOME 300,000 TOUR THE LIBRARY'S EXTENSIVE EXHIBITION HALLS IN SAN MARINO. OVER 7,500 UTILIZE THE LIBRARY'S VIRTUAL REFERENCE AND VIRTUAL READING ROOM SERVICES, AND MORE THAN 3 MILLION MAKE USE OF ITS VIRTUAL RARE BOOK AND MANUSCRIPT COLLECTIONS. EIGHTY-FIVE 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 THE FUTURE. THAT INCLUDES A TEAM OF NINE PROFESSIONAL BOOK, PAPER, AND PAINTINGS 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 LIKE THE GUTENBERG BIBLE AND THOREAU'S WALDEN MANUSCRIPTS. 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, 2023, THE LIBRARY READING ROOMS WERE OPEN TO RESEARCHERS FOR 291 DAYS, WITH AN AVERAGE OF 50 READERS PER DAY. EXHIBITS DURING THE YEAR FOR THE LIBRARY AND RESEARCH INCLUDED: * REMARKABLE WORKS, REMARKABLE TIMES * STORIES AND VOICES FROM L.A. CHINATOWN * PRINTED IN 1085: THE CHINESE BUDDHIST CANON FROM THE SONG DYNASTY |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | BOTANICAL DIVISON ENCOMPASSING APPROXIMATELY 130 ACRES OF THE 207-ACRE GROUNDS, THE BOTANICAL GARDENS COMPRISE MORE THAN A DOZEN SPECTACULAR THEMED GARDENS. HIGHLIGHTS * LIU FANG YUAN, THE GARDEN OF FLOWING FRAGRANCE, REFLECTS THE TRADITIONAL STYLE 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 FINAL PHASE INCLUDES NEW PAVILIONS, A RESTAURANT, AND AN EXHIBITION COMPLEX. AT MORE THAN 15 ACRES, THE GARDEN IS ONE OF THE LARGEST CLASSICAL-STYLE CHINESE GARDENS IN THE WORLD. * THE JAPANESE GARDEN, SET ALONG A CANYON TO THE SOUTH OF THE CHINESE GARDEN, COMPRISES A TRADITIONAL JAPANESE HOUSE, A MOON BRIDGE, A WALLED ZEN GARDEN, BONSAI COURT, 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. * THE FRANCES AND SIDNEY BRODY CALIFORNIA GARDEN IN THE STEVEN S. KOBLIK EDUCATION AND VISITOR CENTER IS ARRANGED ALONG A CENTRAL ALLEE OF OLIVE TREES. THE GARDEN INCLUDES NATIVE AND ADAPTIVE PLANTINGS SET AMONG HEDGE ROOMS IN A NOD TOWARD MORE FORMAL LANDSCAPE DESIGN. * THE FRANCES LASKER BRODY BOTANICAL CENTER FEATURES: * THE HELEN AND PETER BING CHILDREN'S GARDEN, INTRODUCING YOUNGSTERS TO THE WONDERS OF 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 OPPORTUNITIES FOR CHILDREN AND FAMILIES, AND SHOWCASING ORCHIDS AND OTHER TROPICAL COLLECTIONS * LABORATORIES FOR RESEARCH WHERE BOTANISTS ARE USING CRYOPRESERVATION TECHNIQUES TO SAFELY FREEZE AND CONSERVE FRAGILE PLANT TISSUE, AND WHERE GENETIC RESEARCH REVEALS MUCH ABOUT THE EVOLUTIONARY HISTORY OF CYCADS * THE RANCH GARDEN, FOR TESTING AND DEMONSTRATING CONTEMPORARY IDEAS ABOUT SUSTAINABLE URBAN AGRICULTURE * COLLECTIONS INCLUDE MORE THAN 15,000 SPECIES OF PLANTS. * ADDITIONAL GARDEN AREAS ARE DEVOTED TO ROSES AND CAMELLIAS, EACH COLLECTION WITH 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 DIFFERENT CULTIVATED VARIETIES. * CYCADS HAVE BEEN PART OF THE BOTANICAL COLLECTIONS SINCE HENRY E. HUNTINGTON'S DAY, AND THE CURRENT COLLECTION INCLUDES SPECIES FROM AROUND THE WORLD. EACH YEAR, THE HUNTINGTON HOSTS BOTANICAL SHOWS, CONFERENCES, LECTURES, AND PLANT SALES THAT FOCUS ON SPECIFIC THEMES. MORE THAN 150 PEOPLE ATTENDED THE ANNUAL SUCCULENT PLANTS SYMPOSIUM IN 2023. THE SOUTHERN CALIFORNIA CAMELLIA SOCIETY SHOW, BONSAI-A-THON, CALIFORNIA BONSAI SOCIETY SHOW, CACTUS & SUCCULENT SOCIETY OF AMERICA SHOW, THE HUNTINGTON ORCHID SHOW, AND THE AISEKI KAI VIEWING STONES SHOW WERE ALL OPEN TO THE PUBLIC AND VERY WELL-ATTENDED. THE GARDENS HOSTED THE LARGE ANNUAL PLANT SALE AND RESUMED HOSTING SEMI-MONTHLY LECTURES AND PLANT SALES FOR THE PUBLIC. THE CENTER FOR EAST ASIAN GARDEN STUDIES LECTURE SERIES (6-8 LECTURES PER YEAR) CONTINUES AND AVERAGES ABOUT 125 ATTENDEES WHEN IN PERSON, AND FROM 300 TO 600 WHEN ONLINE. GARDENS STAFF CONTINUE TO DEVELOP STRONG PROGRAMS IN CONSERVATION AND RESEARCH FOCUSING ON PLANT VARIATION, CRYOPRESERVATION, AND TISSUE CULTURE PROPAGATION, AS WELL AS PRODUCTIVITY IN URBAN SETTINGS. EXHIBITS DURING THE YEAR FOR BOTANICAL INCLUDED: * RED EARTH * CRAFTING A GARDEN: INSIDE THE CREATION OF LIU FANG YUAN |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC. EACH YEAR, THE HUNTINGTON: * PROVIDES MORE THAN 2,000 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, DECORATIVE ARTS. * AWARDS $1.3 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH. * EDUCATES THOUSANDS OF SCHOOLCHILDREN AND THEIR TEACHERS IN ART, HISTORY, LITERATURE, AND BOTANICAL SCIENCE THROUGH SPECIAL TOURS AND PROGRAMS. * ORGANIZES SPECIAL EXHIBITIONS TO ENHANCE THE VISITOR EXPERIENCE, INTERPRET THE COLLECTIONS, AND FACILITATE LEARNING. * HOST MORE THAN 1,000,000 VISITORS. THE HUNTINGTON HAS A MEMBERSHIP TOTALING NEARLY 54,000 HOUSEHOLDS, AN ACTIVE VOLUNTEER CORPS OF MORE THAN 1,200, AND A FULL- AND PART-TIME STAFF OF ABOUT 500. IT IS AN INDEPENDENT NON-PROFIT ORGANIZATION, SUPPORTED BY GIFTS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES AND BY A PRIVATE ENDOWMENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO THE FILING, THE ENTIRE DRAFT 990 WAS SENT TO ALL TRUSTEES. THE FORM WAS REVIEWED AND DISCUSSED IN A MEETING OF THE AUDIT COMMITTEE. IN ADDITION, AN OUTSIDE CPA FIRM, SINGERLEWAK, REVIEWED THE FORM AND WENT OVER THE FORM IN DETAIL WITH THE ASSISTANT VICE PRESIDENT FOR FINANCIAL AFFAIRS/CONTROLLER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST STATEMENTS ARE REQUESTED ANNUALLY FROM ALL TRUSTEES, 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 A DECISION ON HOW EACH CONFLICT SHOULD BE HANDLED, INCLUDING ABSTAINING FROM VOTING ON CERTAIN MATTERS. |
| 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 (EXAMPLE: NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THE VOTE). 2. COMPARABILITY DATA: WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES 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 NOW INCLUDES COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 CAN ALSO BE VIEWED BY THE PUBLIC ON WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING -11. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (20) | ||||
| FUNDRAISING | CA | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | NM | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | OR | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | WA | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | DE | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | PA | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS - CONTINUATION | ||||
| FUNDRAISING | NY | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $7,406 | InvolvedAmt |
| Method Of Amount Determination | MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments