2023-05-03T11:41:17-05:00 2022-06-30 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990 2021-07-01 510066038 The Henry Francis du Pont Winterthur Museum Inc HENR 3028884600 5105 Kennett Pike Winterthur DE 19735 Susan Bleecher Chief Financial Officer 3028884600 2023-05-01 1 Susan Bleecher 999009999 Peter Kennedy P00571422 3026566632 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Christopher Strand 5105 Kennett Pike Winterthur DE 19735 51532217 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. 31 30 337 265 129913 92223 10151045 8827394 1693402 2061479 14313406 13603946 1493142 1382315 27650995 25875134 747681 496486 0 0 14257501 14444805 0 0 1269081 11531973 14577056 26537155 29518347 1113840 -3643213 471422050 405493881 21096938 12182932 450325112 393310949 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 8971709 1995121 Public Visitation, Membership, and Public Relations:Throughout FY22, Winterthur continued to expand upon the nimbleness that was necessary during the height of the COVID 19 pandemic. At the end of FY22, we surpassed our attendance goal of 60,000, reaching just over 80,000 by the end of June 2022.We continued to offer a self-guided house tour through two floors of the house, which allowed for self-distancing, while enabling visitors to travel through the house at their own pace. Along the way, guides and security guards were able to answer questions and direct foot traffic. The combination of these efforts has increased house visitation significantly. Walking tours and tram rides through the gardens and estate have continued to be a source of respite for visitors. In FY22, a new Estate Historian was hired and there are plans to revamp the estate tours and launch a new gallery dedicated specifically to the history of the estate. These new interpretive strategies will give new visitors a more comprehensive understanding of the estate and shed new light on under-represented stories for returning guests.School and family programs have seen a resurgence after the closures of the pandemic. In FY22, we hosted over 5,000 school programs, with 4,500 students participating in those programs. 42% of those programs were hosted onsite, with the remaining programs hosted off-site or virtually.We have expanded the offerings and capacities of our public programs as well. In total, just over 12,000 guests engaged with Winterthur as part of a public program during the fiscal year. In July of 2021, we hosted the first annual Artisan Market where we welcomed nearly 4,000 visitors and 100 vendors to the grounds over the course of a weekend. We plan to continue this program for years to come.The special exhibit during the end of FY22 was "Jacqueline Kennedy and H. F. du Pont: From Winterthur to the White House", which opened in May and has proved to be hugely popular. Daily tours of the exhibition regularly see 25 or more people joining in, reaching record numbers for that offering. It gained a significant amount of attention nationwide, with features and reviews in the Washington Post and Wall Street Journal.Winterthur was supported in FY22 by approximately 10,000 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 FY22. 5730308 496486 556866 Curatorial, Conservation, Education, Library Programs:Collections - In FY22, Winterthur acquired and accessioned by gift and purchase 278 objects and deaccessioned 80. Collections staff improved storage conditions where furniture and other objects are housed. Staff from Registration, Conservation, and Curatorial worked together to reactivate collections emergency training, which had been on hiatus during COVID. Exhibitions had a busy year with the installation of "Jacqueline Kennedy and H.F. du Pont: From Winterthur to the White House", opening in May, and "Needles "I": Stitching Identity" opening in the fall of 2022.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 FY22. 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 the 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 1,041 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 mission of the library is to acquire, catalog, preserve, and make its collections available to the public. During FY22 the library added 43 archival lots and 465 books and periodicals by purchase and gift and lent 72 books through interlibrary loan. The library saw 1,384 users by appointment to use the library circulating and special collections. 7429777 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. 22131794 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 1 170 0 1 337 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Susan Bleecher 3028884600 Winterthur Museum 5105 Kennett Pike Winterthur DE 19735 Mr Christopher Strand Charles F. Montgomery Director & CEO (from 10/21) 50.00 X X 217169 0 39440 Mrs Katharine P Booth Chair 5.00 X X 0 0 0 Mr Bruce C Perkins Vice Chair 5.00 X X 0 0 0 Ms Cynthia A Hewitt Secretary 5.00 X X 0 0 0 Ms Desiree Caldwell Treasurer (9/25/21-8/13/22) 5.00 X 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 Mrs Anne B Ervin 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 (from 5/22) 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 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 (from 5/22) 1.00 X 0 0 0 Mr Forbes Maner Trustee 5.00 X 0 0 0 Mrs Marjorie P McGraw Trustee (to 5/22) 1.00 X 0 0 0 Mrs Elizabeth H Owens Trustee 1.00 X 0 0 0 Mr Christopher S Patterson Trustee 1.00 X 0 0 0 Mrs Maureen C Rhodes Trustee (from 5/22) 1.00 X 0 0 0 Mrs Lucy S Rhame Trustee (to 5/22) 1.00 X 0 0 0 Mrs Melody Sawyer Richardson Trustee (to 5/22) 1.00 X 0 0 0 Mr Andrew Richmond Trustee Ex-Officio 1.00 X 0 0 0 Mrs Lynn Springer Roberts Trustee 1.00 X 0 0 0 Mr Randall Schrimsher Trustee (from 9/21) 1.00 X 0 0 0 Mr P Allen Smith 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 (from 5/22) 1.00 X 0 0 0 Dr Richard C Weiss Trustee (dec. 10/21) 1.00 X 0 0 0 Ms Renee Wolcott Trustee Ex-Officio 1.00 X 0 0 0 Mr John L McGraw Chairman & Trustee Emeritus 1.00 X 0 0 0 The Honorable WL Lyons Brown Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr John A Herdeg Chairman & Trustee Emeritus (dec. 7/21) 1.00 X 0 0 0 Mr Samuel Schwartz Chairman & Trustee Emeritus 1.00 X 0 0 0 Mr Rodman Ward Jr Chairman & Trustee Emeritus 1.00 X 0 0 0 Mrs Alice Carey Brown Trustee Emerita 1.00 X 0 0 0 Mr Pierre du Pont Hayward Trustee Emeritus 1.00 X 0 0 0 Mrs Louisa C Duemling Trustee Emerita 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 Charles O Wood III Trustee Emeritus (dec. 11/21) 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 50.00 X 103993 0 8564 Ms Tricia Davies Assistant Secretary (from 6/21) 50.00 X 50483 0 23787 Ms Jane E Drummond Assistant Secretary (to 6/21) 50.00 X 44565 0 3931 Ms Susan Bleecher Chief Financial Officer and Asst Treasurer (from 9 50.00 X 54678 0 2274 Mr Michael A Jones Dir.-Finance and Assistant Treasurer (to 11/21) 50.00 X 137457 0 1823 Ms Christine M Heesters Dir.-Marketing and Technology 50.00 X 167880 0 14989 Ms Inez S Wolins Dir.-Visitor Engagement 50.00 X 177794 0 19383 Ms Jennifer M Mackey Dir.-Philanthropy 50.00 X 158105 0 23752 Ms Brin J Taylor Dir.-Human Resources (to 3/22) 50.00 X 159609 0 21773 Ms Alexandra Deutsch Dir.-Collections 50.00 X 172916 0 12595 Mr John Castle Dir.-Facilities Services 50.00 X 128394 0 24937 Ms Joy Gardiner Dir.-Conservation 50.00 X 105935 0 14965 Mr Phillip Hall Dir.-Information Technology Project Management 50.00 X 109510 0 14374 Mrs Carol B Cadou Former CEO 50.00 X 477064 0 28972 2265552 0 255559 12 1 1 0 Limbach Company LLC 175 Titus Ave Suite 100 Warrington PA 18976 Equipment Maintenance 1010036 M Davis & Sons Inc 19 Germany Drive Wilmington DE 19804 Equipment Maintenance 604967 Cambridge Associates 4100 N Fairfax Drive Arlington VA 22203 Investment Consulting 493750 Crane Communications Inc 111 Presidential Blvd Suite 239 Bala Cynwyd PA 19004 Marketing Consulting 292193 Edis Company 110 South Poplar St Suite 400 Wilmington DE 19805 Construction 263912 15 1043931 117518 4079267 3586678 189806 8827394 Admissions 900099 1504613 1504613 Academic Programs 900099 297824 297824 Program Events 900099 259042 259042 2061479 3512781 129913 3382868 160875 160875 564999 160293 404706 404706 404706 34973221 24882056 10091165 10091165 10091165 324226 117518 429402 -105176 -105176 417261 185332 231929 231929 Proceeds from storm damage 524126 431402 431402 All other revenue 900099 258579 258579 689981 25875134 2551987 129913 14365840 496486 496486 889593 889593 10172909 8899509 589837 683563 1074516 845413 159391 69712 1510470 1235205 173411 101854 797317 648926 99524 48867 282796 282796 118959 118959 688581 688581 379615 153499 154684 71432 409503 400555 8948 756885 524898 146201 85786 499853 499853 1161372 886976 240992 33404 96171 70841 15706 9624 190942 58381 74821 57740 359695 359695 3568011 2724999 740386 102626 403847 403847 Equipment, Contracts, a 2169228 2168652 576 Collection Acquisitions 1583731 1583731 Storm Damage 892190 892190 Exhibition/Programming 632017 548863 83154 383660 385007 -5820 4473 29518347 22131794 6117472 1269081 5293508 2144007 3160015 4410538 172945 410014 62318 209181 15049 426376 103070722 71723046 32581324 31347676 238210812 186959317 191787476 177660937 138603 1925835 471422050 405493881 1920885 2334004 507698 326793 13428251 9266993 5240104 255142 21096938 12182932 X 362413614 314868015 87911498 78442934 450325112 393310949 471422050 405493881 X -3643213 -54676831 1305881 X X 0 1 X 1 1 1 X 7272118 4196445 5437810 10151045 8827394 35884812 7272118 4196445 5437810 10151045 8827394 35884812 2362756 33522056 4649118 4161150 4285399 3541986 4238655 20876308 56761120 15842471 0.59060 0.56330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X Digital Collection & Record 0 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 345247632 4493817 28820872 740501 19981533 1020091 356820196 0.80193 0.11365 0.08442 0 0 6705791 6705791 84711515 65612244 19099271 11623415 6110802 5512613 30001 30001 31347676 Limited partnerships 131546225 F Hedge funds 46114712 F 177660937 Capital lease obligations 255142 255142 -33102669 -54676831 614734 -54062097 20959428 688581 4227125 4915706 25875134 26918901 614734 614734 26304167 688581 2525599 3214180 29518347 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 80,000 in FY2022. 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 429,402. Cost of Sales 185,332. Part XI, Line 4b - Other Adjustments: Corporate event expenses 58,615. PPP loan forgiveness 2,000,000. ERTC 1,746,045. Insurance proceeds from storm damage 431,402. UBIT Taxes Paid -8,937. Part XII, Line 2d - Other Adjustments: Special Event Expenses 429,402. Cost of Goods Sold 185,332. Part XII, Line 4b - Other Adjustments: Corporate event expenses 58,615. Collection acquisitions 1,583,731. Storm damage 892,190. UBIT Taxes Paid -8,937. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investment 47714326 0 0 0 0 0 0 47714326 0 47714326 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 $47,714,326 at June 30, 2022. Delaware Antiques Show 320769 45008 275761 190474 Point to Point Races 120975 72510 48465 238928 441744 117518 324226 429402 429402 -105176 1 Winterthur Program in American Material Culture 16 377951 FMV Research Fellowship 37 111881 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 Mrs Carol B Cadou Former CEO 197064 0 0 0 280000 0 2596 0 26376 0 506036 0 0 0 Mr Christopher Strand Charles F. Montgomery Director & CEO 217169 0 0 0 0 0 13946 0 25494 0 256609 0 0 0 Ms Inez S Wolins Dir.-Visitor Engagement 52544 0 0 0 125250 0 14665 0 4718 0 197177 0 0 0 Ms Alexandra Deutsch Dir.-Collections 172916 0 0 0 0 0 11286 0 1309 0 185511 0 0 0 Ms Christine M Heesters Dir.-Marketing and Technology 167880 0 0 0 0 0 13422 0 1567 0 182869 0 0 0 Ms Jennifer M Mackey Dir.-Philanthropy 158105 0 0 0 0 0 8170 0 15582 0 181857 0 0 0 Ms Brin J Taylor Dir.-Human Resources (to 3/22) 159609 0 0 0 0 0 13142 0 8631 0 181382 0 0 0 Mr John Castle Dir.-Facilities Services 128394 0 0 0 0 0 10261 0 14676 0 153331 0 0 0 Part I, Line 4a Inez Wolins - Other compensation payment of $125,250. Carol Cadou - Other compensation payment of $280,000. X 15 FASB ASC 958-360-25 X FASB ASC 958-360-25 X 8 189806 Fair Market Value 3 0 1 1 Part I, Line 32b: Winterthur uses a brokerage account with an unrelated financial institution to process non-cash contributions of stock. 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 1,305,881. Form 990, Part XII, Line 2c Winterthur has an Audit Committee that is responsible for the selection and oversight of the independent auditor.