2019-11-14T16:06:44-06:00 2018-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-01-01 043157815 PEABODY ESSEX MUSEUM INC PEAB 9787459500 EAST INDIA SQUARE SALEM MA 019703783 NATHALIE APCHIN CHIEF FINANCIAL OFFICER 9787459500 2019-11-14 1 CRAIG KLEIN P00734640 6177610600 2019-11-14 207.172.72.163 2019-11-14 09:24:12 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6EBF32EC077803D5773B28E578504B4367373832 2018 2020-04-17 16:48:07Z BRIAN KENNEDY EAST INDIA SQUARE SALEM MA 019703783 206563514 0 X WWW.PEM.ORG X 1992 MA THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. 26 26 324 163 -318302 1533 19293501 9330069 2647380 3023890 51550199 37910974 1059262 1633671 74550342 51898604 0 0 0 0 14008655 18711350 0 0 3726243 22763510 24943904 36772165 43655254 37778177 8243350 755412291 707305991 88739923 87660763 666672368 619645228 X THE MISSION OF THE PEABODY ESSEX MUSEUM IS TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, ENGAGE THE MIND AND STIMULATE THE SENSES. THROUGH ITS EXHIBITIONS, PROGRAMS, PUBLICATIONS, MEDIA AND RELATED ACTIVITIES, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. 0 0 11415454 2702194 EXHIBITIONS AND PUBLICATIONS: SEE SCHEDULE O. 7516669 916 CURATORIAL AND COLLECTIONS: SEE SCHEDULE O. 3492459 197500 EDUCATION: SEE SCHEDULE O. 753866 ACQUISTIONS 871176 MEMBERSHIP & GUEST SERVICES 2625893 PUBLIC INFORMATION & CREATIVE SERVICES 529423 MEDIA SERVICES 2665470 PROPERTIES & SECURITY 781851 1048824 ENTERPRISES 1954788 EXPANSION PROJECT 1495096 OTHER PROGRAM EXPENSES 11677563 1048824 34102145 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 X 173 0 1 324 1 1 1 1 VI CJ GK EI 0 0 0 1 1 0 0 0 0 1 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X NATHALIE APCHIN 9787459500 PEABODY ESSEX MUSEUM EAST INDIA SALEM MA 019703783 TINA AMBANI TRUSTEE 1.00 X 0 0 0 JEFFREY BEALE TRUSTEE 1.00 X 0 0 0 CLEMENT BENENSON TRUSTEE 1.00 X 0 0 0 STEPHANIE BENENSON TRUSTEE 1.00 X 0 0 0 JENNIFER BORGGAARD TRUSTEE 1.00 X 0 0 0 SAMUEL BYRNE CHAIRMAN 3.00 X X 0 0 0 C RICHARD CARLSON TREASURER 2.00 X X 0 0 0 ALFRED CHANDLER III TRUSTEE 1.00 X 0 0 0 MARTHA CHAYET TRUSTEE (UNTIL MAY 2018) 1.00 X 0 0 0 ANA B COLMENERO TRUSTEE 1.00 X 0 0 0 CARTER HARRISON TRUSTEE (UNTIL MAY 2018) 1.00 X 0 0 0 JAMES HAWKES VICE PRESIDENT 2.00 X X 0 0 0 SEAN HEALEY TRUSTEE (UNTIL MAY 2018) 1.00 X 0 0 0 ANDREW HEISKELL TRUSTEE 1.00 X 0 0 0 CARLA HERWITZ TRUSTEE 1.00 X 0 0 0 PATRICIA FAE HO TRUSTEE (UNTIL MAY 2018) 1.00 X 0 0 0 TIMOTHY INGRAHAM VICE PRESIDENT 2.00 X X 0 0 0 ELIZABETH DE MONTRICHARD TRUSTEE 1.00 X 0 0 0 KATE O'NEIL TRUSTEE 1.00 X 0 0 0 JANE PAPPALARDO TRUSTEE 1.00 X 0 0 0 SUNITA PEREIRA MD TRUSTEE 1.00 X 0 0 0 STUART PRATT VICE PRESIDENT 2.00 X X 0 0 0 JEFFREY RAYPORT TRUSTEE 1.00 X 0 0 0 MOLLY RYAN TRUSTEE 1.00 X 0 0 0 C FRANKLIN SAYRE SECRETARY 2.00 X X 0 0 0 AUSTEN SHAPARD TRUSTEE 1.00 X 0 0 0 ROBERT SHAPIRO PRESIDENT 3.00 X X 0 0 0 JURRIEN TIMMER TRUSTEE 1.00 X 0 0 0 GAIL VON METZSCH TRUSTEE 1.00 X 0 0 0 ROSITA K WORL TRUSTEE 1.00 X 0 0 0 DAN MONROE EXECUTIVE DIRECTOR 40.00 X 1001374 0 80899 LYNDA ROSCOE HARTIGAN DEPUTY DIRECTOR 40.00 X 387950 0 54527 NATHALIE G APCHIN CFO 40.00 X 275638 0 43845 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 40.00 X 368068 0 33902 HOWARD J FINNEY CHIEF MARKETING OFFICER 40.00 X 285933 0 63229 ROBERT MONK DIRECTOR OF FACILITIES & SECURITY 40.00 X 215334 0 47114 REBECCA A EHRHARDT DIRECTOR OF INDIVIDUAL GIVING 40.00 X 175003 0 38913 KATHERINE H FREDRICKSON CHIEF OF CURATORIAL AFFAIRS 40.00 X 163880 0 38155 2873180 0 400584 31 0 1 0 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTURAL SERVICES 1046597 SCHWARTZSILVER ARCHITECTS INC 75 KNEELAND STREET BOSTON MA 02111 ARCHITECTURAL SERVICES 620629 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02210 INVESTMENT SERVICES 416500 ISAACSON MILLER INC 263 SUMMER STREET BOSTON MA 02210 EMPLOYEE RECRUITMENT SERVICES 276810 NEPC LLC ONE MAIN STREET CAMBRIDGE MA 02142 INVESTMENT SERVICES 266585 9 1044575 483751 312962 7488781 680600 9330069 ADMISSIONS 900099 2131846 2131846 TRAVELING EXHIBITIONS 900099 499440 499440 EDUCATION PROGRAM REV. 900099 197500 197500 FUNCTIONS 900099 123280 123280 OTHER PROGRAM REVENUE 900099 71824 71824 3023890 4525665 -332816 4858481 12434 12434 26661 9886 16775 16775 -8775 25550 186884519 153499210 33385309 33385309 33385309 199550 483751 363270 -163720 -163720 1593933 792544 801389 778100 23289 MISC INVESTMENT INCOME 900099 819349 819349 147444 147444 966793 51898604 3949434 -318302 38937403 1986833 482580 928003 576250 13567230 10790488 1168890 1607852 913413 726470 78695 108248 1262611 1004198 108781 149632 981263 780433 84541 116289 165093 75287 89806 108350 108350 5107951 4382554 493490 231907 3651719 2797866 708676 145177 701137 701137 1096027 644911 365660 85456 2596125 2596125 963068 631325 126410 205333 769624 755486 14138 4743344 3652375 981872 109097 419041 133819 285222 EXHIBITIONS 1830798 1830798 COLLECTION ACQUISITIONS 753866 753866 HOSPITALITY 649095 266578 59196 323321 PRINTING AND PUBLICATIO 232861 232861 1155805 862988 225136 67681 43655254 34102145 5826866 3726243 10347 576661 53917341 37662735 2197443 3694695 268099 99888 1195000 1195000 550675 536502 160672 124290 272671564 81897279 158998492 190774285 92891491 77815661 411832857 387272979 33389874 7553295 755412291 707305991 6446517 6390964 82784 120711 78838821 77898159 2133532 2048193 1238269 1202736 88739923 87660763 X 146275642 152889573 199736179 144506905 320660547 322248750 666672368 619645228 755412291 707305991 X 8243350 -54452426 -818064 X 0 1 X 1 1 1 X 28104417 140249860 28233206 19293501 9330069 225211053 28104417 140249860 28233206 19293501 9330069 225211053 179203548 46007505 4446024 3148257 2365720 601597 5384109 15945707 13860 607 193484 0 207951 87620 89190 152752 149588 199550 678700 242043411 20396060 0.19010 0.16550 X PURSUANT TO TREASURY REGULATION 1.170A-9(F)(3), THE ORGANIZATION SHOULD BE CONSIDERED A PUBLICLY SUPPORTED ORGANIZATION BECAUSE IT MEETS THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED BELOW.TEN-PERCENT-OF-SUPPORT REQUIREMENT. PEABODY ESSEX MUSEUM (SOMETIMES REFERRED TO AS "PEM") SATISFIES THIS REQUIREMENT BECAUSE THE PERCENTAGE OF SUPPORT RECEIVED FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EXCEEDS 10% OF TOTAL SUPPORT. ATTRACTION OF PUBLIC SUPPORT REQUIREMENT. THE PEABODY ESSEX MUSEUM IS AND HAS ALWAYS BEEN ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND BROAD-BASED PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. A STAFF OF EIGHTEEN DEVELOPMENT PROFESSIONALS IS RESPONSIBLE FOR CONDUCTING EXTENSIVE AND VARIED FORMS OF FUNDRAISING DESIGNED TO ATTRACT SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL ENTITIES, CORPORATIONS AND FOUNDATIONS. THE ACTIVITIES CONDUCTED INCLUDE SOLICITATIONS COMMUNICATED THROUGH VARIOUS MEANS EMAIL, MAIL, PHONE AND IN-PERSON. FUNDRAISING EVENTS ARE CONDUCTED TO GENERATE ANNUAL SUPPORT AS WELL AS TO FOSTER RELATIONSHIPS THAT LEAD TO FUTURE GIVING. THE INSTITUTIONAL GIVING STAFF IS RESPONSIBLE FOR SEEKING SUPPORT FOR THE MUSEUM'S MAJOR PROGRAMMATIC EFFORTS BY PRODUCING GRANT PROPOSALS DIRECTED TO BOTH GOVERNMENTAL AND NON-GOVERNMENTAL ENTITIES. ACROSS ALL OF THESE FUNDRAISING AREAS, MORE THAN 42,500 PROSPECTS AND EXISTING DONORS WERE SOLICITED FOR SUPPORT DURING 2018, RESULTING IN 10,736 GIFTS COMING FROM 10,012 DIFFERENT DONORS. OTHER PUBLIC SUPPORT FACTORS 1. PERCENTAGE OF FINANCIAL SUPPORT FACTOR. THE MUSEUM'S PUBLIC SUPPORT PERCENTAGE FOR 2018 IS 19.01%, WHICH IS WELL ABOVE THE 10% TEST THRESHOLD. AS THE MUSEUM IS CURRENTLY IN THE MIDST OF A MAJOR CAPITAL CAMPAIGN, INDIVIDUAL SOLICITATIONS AND GIFTS TEND TO BE LARGER THAN WOULD BE EXPECTED DURING A NON-CAMPAIGN PERIOD WITH THE RESULTING IMPACT OF LOWERING THE PUBLIC SUPPORT PERCENTAGE. 2. SOURCES OF SUPPORT FACTOR. THE COLLECTIONS OF THE PEABODY ESSEX MUSEUM HAVE BEEN PUBLICLY ACCESSIBLE FOR 219 YEARS, WHICH RANKS IT AMONG THE FIRST AMERICAN MUSEUMS TO HAVE SUCH A PUBLIC MANDATE. THE PEABODY ESSEX MUSEUM TRACES ITS ORIGINS TO 1799 WHEN A GROUP OF SALEM-BASED, INTERNATIONAL, SEA-GOING BUSINESS LEADERS WERE AMONG THE FIRST AMERICANS TO DEVELOP TRADING RELATIONSHIPS WITH COUNTRIES IN ASIA, AFRICA, OCEANIA AND BEYOND. THESE EARLY AMERICAN ENTREPRENEURS BROUGHT BACK MAGNIFICENT ART AND ARTIFACTS FROM THE CULTURES THEY ENCOUNTERED AND WERE EAGER TO SHARE WHAT THEY HAD DISCOVERED WITH THE LARGER PUBLIC. ALTHOUGH MORE THAN 200 YEARS HAVE PASSED, THE MUSEUM'S COMMITMENT TO SERVING THE INTERESTS OF THE GENERAL PUBLIC IS AS STRONG AS EVER. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND AND ENCOMPASS AN UNRIVALED SPECTRUM OF CULTURES AND GENRES, INCLUDING AMERICAN ART AND ARCHITECTURE, AMERICAN DECORATIVE ART, MARITIME ART, NATIVE AMERICAN ART, ASIAN ART AND ARCHITECTURE, ASIAN EXPORT ART, AFRICAN ART, OCEANIC ART, PHOTOGRAPHY, CONTEMPORARY ART, AMERICAN ART, AND FASHION AND DESIGN. IN ADDITION, THE MUSEUM OPERATES THE PHILLIPS LIBRARY, ONE OF THE NATION'S MOST IMPORTANT MUSEUM-BASED COLLECTIONS OF RARE BOOKS AND MANUSCRIPTS. THE BREADTH OF THE MUSEUM'S COLLECTIONS AND OFFERINGS IS UNQUESTIONABLY VARIED, SO THAT IT IS CAPABLE OF APPEALING TO A WIDE VARIETY OF INTERESTS, WHICH IN TURN HELPS TO BUILD ATTENDANCE, COMMUNITY PARTICIPATION, COMMITMENT, AND PHILANTHROPIC SUPPORT. IN RECENT YEARS, THE MUSEUM HAS CONTINUED TO EXPAND ITS FIELDS OF INTEREST; FOR EXAMPLE, AMERICAN ART WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2013, AND FASHION AND DESIGN WAS ADDED AS A NEW CURATORIAL DEPARTMENT IN 2018. THESE NEW DEPARTMENTS IN PARTICULAR ARE AVENUES FOR ENGAGING YOUNGER PEOPLE, THEREBY HELPING TO DEVELOP THE NEXT GENERATION OF INSTITUTIONAL LEADERS AND SUPPORTERS. BY EXPANDING THE PROGRAMMATIC SCOPE, THE MUSEUM HAS DEMONSTRATED ITS COMMITMENT TO PROVIDING OPPORTUNITIES FOR CONNECTING WITH A LARGER NUMBER OF PEOPLE, RATHER THAN LIMITING ITS APPEAL TO A FEW. AS NOTED PREVIOUSLY, THE MUSEUM RECEIVED SUPPORT FROM APPROXIMATELY 10,012 DIFFERENT DONORS DURING 2018. 3. REPRESENTATIVE GOVERNING BODY FACTOR. DURING 2018, 30 INDIVIDUALS SERVED ON PEM'S BOARD OF TRUSTEES. ALL OF THE TRUSTEES ARE INDEPENDENT VOTING MEMBERS AND REPRESENT A BROAD CROSS-SECTION OF VIEWS AND INTERESTS. THEY ARE A DIVERSE GROUP WHO REPRESENT A VARIETY OF CULTURAL AND OCCUPATIONAL BACKGROUNDS. AMONG THE MUSEUM'S TRUSTEES ARE REPRESENTATIVES OF INDIAN, EUROPEAN AND NATIVE AMERICAN COMMUNITIES AND LEADERS IN THE EDUCATIONAL, FINANCIAL, AND REAL ESTATE SECTORS. VARIOUS AREAS OF TECHNICAL EXPERTISE ARE ALSO REPRESENTED BY NUMEROUS BOARD MEMBERS, INCLUDING SPECIALIZED KNOWLEDGE OF BUSINESS, JOURNALISM, LAW, INVESTING, LAND PROTECTION, AND PRESERVATION. PEM'S TRUSTEES ALSO BOAST A VARIETY OF INTERESTS THAT INCLUDE ART COLLECTION, CONSERVATION, WOMEN'S RIGHTS, CHILDREN'S EDUCATION AND YOUTH SERVICES, ARCHAEOLOGY, HEALTHCARE, AND TECHNOLOGY.4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES FACTOR. DURING 2018, THE PEABODY ESSEX MUSEUM REPORTED MORE THAN 282,260 ON-SITE VISITORS, COMING FROM BOTH THE LOCAL COMMUNITY AND FROM AROUND THE WORLD. THE MAIN MUSEUM GALLERIES ARE OPEN TO THE PUBLIC SIX DAYS PER WEEK, WHICH REPRESENTS ALMOST 2,200 HOURS ANNUALLY DURING WHICH THE PUBLIC HAS ACCESS TO THE VARIOUS COLLECTIONS AND PROGRAMS THAT ARE OFFERED. TO ENCOURAGE ENGAGEMENT WITH THE LOCAL COMMUNITY AND WITH STUDENTS, ADMISSION IS FREE FOR RESIDENTS OF SALEM, MASSACHUSETTS AND FOR YOUTH UNDER THE AGE OF SEVENTEEN. THE MUSEUM'S CAMPUS ALSO INCLUDES NUMEROUS PARKS AND GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, THE ONLY EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PEM'S PHILLIPS LIBRARY, WHICH IS ONE OF THE OLDEST AND LARGEST RESEARCH LIBRARIES IN NEW ENGLAND, IS ALSO AVAILABLE TO THE GENERAL PUBLIC, SCHOLARS AND RESEARCHERS. ACROSS THE CAMPUS, THERE IS 123,000 SQUARE FEET OF PUBLIC EXHIBITION SPACE FOR USE IN DISPLAYING AND INTERPRETING THE MUSEUM'S VAST COLLECTIONS AND FOR PRESENTING CHANGING EXHIBITIONS, OF WHICH THERE WERE SIX OPENED DURING 2018. ANNUALLY, THE MUSEUM'S DEPARTMENT OF EDUCATION AND INTERPRETATION CONDUCTS HUNDREDS OF PROGRAMS DESIGNED TO ADVANCE ARTS LEARNING AND APPRECIATION. ALTHOUGH THESE PROGRAMS ARE DELIVERED IN MANY SPACES THROUGHOUT THE CAMPUS, THE MUSEUM HAS DEDICATED 13,000 SQUARE FEET SPECIFICALLY FOR THESE PURPOSES. THE WIDE ARRAY OF PROGRAMS OFFERED IS DESIGNED TO ATTRACT AND ENGAGE VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES AND NEEDS. IN AN EFFORT TO ENSURE THAT A BROAD AUDIENCE IS SERVED, THE MUSEUM FOCUSES ON SEVERAL BROAD AUDIENCE CATEGORIES: K-12 STUDENTS, TEACHERS, FAMILIES AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 465297780 823591 -20692729 19018734 426409908 426825014 1086325 54696203 17309762 465297780 405822119 2242231 34187978 15427314 426825014 326016290 93189199 663588 14046958 405822119 312709089 8874768 16611262 12178829 326016290 0.02740 0.74880 0.22380 0 0 4581766 4581766 164331233 67198735 97132498 228638 228638 0 14923625 13001331 1922294 88606302 1468575 87137727 190774285 DOMESTIC EQUITIES & FUNDS 63816769 F INTERNATIONAL EQUITIES & FUNDS 96591914 F FIXED INCOME & FUNDS 51033805 F ABSOLUTE RETURN HEDGE FUNDS 91888470 F REAL ESTATE LIMITED PARTERSHIPS 7756221 F PRIVATE EQUITY 68473580 F REAL ASSET COMMINGLED TRUST 7712220 C 387272979 OBLIGATION UNDER SPLIT-INTEREST AGREEMENTS 999014 OBLIGATION UNDER LEASE 142277 ENVIRONMENTAL REMEDIATION LIABILITY 61445 1202736 X -7193783 -54452426 120354 347636 -53984436 46790653 5107951 5107951 51898604 39833357 120354 1165700 1286054 38547303 5107951 5107951 43655254 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. COLLECTION ITEMS PURCHASED ARE FUNDED BY PURPOSE-RESTRICTED GIFTS OR FROM NET APPRECIATION ON ACQUISITION ENDOWMENTS. PART III, LINE 4: THE PEABODY ESSEX MUSEUM (THE MUSEUM) PRESENTS ART AND CULTURE FROM NEW ENGLAND AND AROUND THE WORLD. THE MUSEUM'S COLLECTIONS ARE AMONG THE FINEST OF THEIR KIND, SHOWCASING AN UNRIVALED SPECTRUM OF AMERICAN ART AND ARCHITECTURE (INCLUDING FOUR NATIONAL HISTORIC LANDMARK BUILDINGS) AND OUTSTANDING ASIAN, ASIAN EXPORT, NATIVE AMERICAN, AFRICAN, OCEANIC, MARITIME, CONTEMPORARY AND PHOTOGRAPHY COLLECTIONS. IN ADDITION TO ITS VAST COLLECTIONS, THE MUSEUM OFFERS A VIBRANT SCHEDULE OF CHANGING EXHIBITIONS AND A HANDS-ON EDUCATION CENTER. THE MUSEUM CAMPUS FEATURES PARKS, PERIOD GARDENS, AND 24 HISTORIC PROPERTIES, INCLUDING YIN YU TANG, A 200-YEAR-OLD HOUSE THAT IS THE ONLY COMPLETE EXAMPLE OF CHINESE DOMESTIC ARCHITECTURE ON DISPLAY IN THE UNITED STATES. PART V, LINE 4: TO PROVIDE BOTH GENERAL AND SPECIFIC SUPPORT FOR MUSEUM OPERATIONS. PART X, LINE 2: THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE MUSEUM HAS IDENTIFIED ITS STATUS AS A PUBLICLY SUPPORTED TAX EXEMPT ENTITY AND ITS CLASSIFICATION OF REVENUES AS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT POSITIONS AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE THREE YEARS AFTER THE DATE OF FILING OF THE RELATED RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSES 9,886. SPECIAL EVENT EXPENSES 363,270. CHANGE IN VALUE OF FUNDS HELD BY OTHERS -818,064. COST OF GOODS SOLD 792,544. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING RENTAL EXPENSES 9,886. SPECIAL EVENT EXPENSES 363,270. COST OF GOODS SOLD 792,544. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 133923763 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2757256 NORTH AMERICA 0 0 INVESTMENTS 485459 0 0 0 0 0 0 137166478 0 137166478 1 0 1 1 1 0 ANNUAL GALA 683301 483751 199550 75500 36712 138589 30315 82154 683301 483751 199550 75500 36712 138589 30315 82154 363270 -163720 X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 DAN MONROE EXECUTIVE DIRECTOR 643174 0 300000 0 58200 0 63875 0 17024 0 1082273 0 0 0 LYNDA ROSCOE HARTIGAN DEPUTY DIRECTOR 387950 0 0 0 0 0 37125 0 17402 0 442477 0 0 0 NATHALIE G APCHIN CFO 275638 0 0 0 0 0 16500 0 27345 0 319483 0 0 0 AMANDA CLARK MACMULLAN CHIEF PHILANTHROPY OFFICER 368068 0 0 0 0 0 16500 0 17402 0 401970 0 0 0 HOWARD J FINNEY CHIEF MARKETING OFFICER 285933 0 0 0 0 0 37125 0 26104 0 349162 0 0 0 ROBERT MONK DIRECTOR OF FACILITIES & SECURITY 215334 0 0 0 0 0 29998 0 17116 0 262448 0 0 0 REBECCA A EHRHARDT DIRECTOR OF INDIVIDUAL GIVING 175003 0 0 0 0 0 11259 0 27654 0 213916 0 0 0 KATHERINE H FREDRICKSON CHIEF OF CURATORIAL AFFAIRS 163880 0 0 0 0 0 10551 0 27604 0 202035 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS NOT AUTHORIZED, WITH NOTED EXCEPTIONS THAT INCLUDE CERTAIN ROUTES AND AIR TRAVEL WHEN BUSINESS CLASS WOULD HAVE BEEN THE CHOICE BUT THE AIRLINE ONLY OFFERED ECONOMY AND FIRST CLASS. EXECUTIVE DIRECTOR TRAVEL IS REVIEWED BY AN OFFICER OF THE BOARD, AND SOMETIMES INCLUDES SPOUSAL TRAVEL FOR THE EXECUTIVE DIRECTOR'S WIFE. ALL AMOUNTS FOR SPOUSAL TRAVEL ARE REFLECTED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. A TAX GROSS-UP PAYMENT (ALSO INCLUDED IN TAXABLE COMPENSATION) IS MADE AT THE END OF THE YEAR. PART I, LINE 7 THE MUSEUM'S DIRECTOR OF 25 YEARS RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN RECOGNITION OF HIS EXCEPTIONAL PERFORMANCE FOR THE 25 YEARS HE LED THE INSTITUTION. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-11-08 29160000 REFUND 2002 ISSUE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2016-04-27 55000000 FINANCE EXPANSION CONSTRUCTION 0 0 0 A 29160000 190379 28969621 2003 1 0 1 1 B 55000000 4780417 361500 49858083 2018 0 0 1 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 1 A 1 B 1 DAN MONROE EXECUTIVE DIRECTOR OF THE ORGANIZATION MORTGAGE LOAN X 1195000 1195000 0 1 1 1195000 X 55 COLL. OBJ. NOT VALUED X COLL. OBJ. NOT VALUED X 19 569832 AVG. HIGH/LOW ON VALUE X 1 110768 DISCOUNTED PRESENT VALUE 26 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EXHIBITIONS AND PUBLICATIONS: DUE IN LARGE PART TO ITS MANY POPULAR EXHIBITIONS, THE MUSEUM CONCLUDED ANOTHER SUCCESSFUL YEAR, PRESENTING EXCELLENT AND DYNAMIC EXAMPLES OF ART AND CULTURE TO 282,260 ON-SITE VISITORS IN 2018. MORE THAN 15% OF GENERAL ADMISSION VISITORS ALSO VISITED YIN YU TANG, THE ONLY COMPLETE QING DYNASTY HOUSE OUTSIDE OF CHINA AND A MODEL IN INTERNATIONAL HISTORIC PRESERVATION. THE MUSEUM'S 2018 EXHIBITION PROGRAM FEATURED MANY STYLES AND SOURCES OF ART AND CULTURE IN SIX NEW SPECIAL EXHIBITIONS AT PEM, THREE EXHIBITIONS PRESENTED AT OTHER VENUES, AND SEVEN SHOWS THAT CONTINUED FROM PRIOR YEARS, INCLUDING: NEW AT PEM -PLAYTIME: (FEBRUARY 10 - MAY 6, 2018): PLAYTIME IS THE FIRST MAJOR THEMATIC EXHIBITION TO SURVEY THE RAPIDLY EVOLVING ROLE OF PLAY IN CONTEMPORARY ART AND CULTURE. -T.C. CANNON: AT THE EDGE OF AMERICA: (MARCH 3 - JUNE 10, 2018): THIS EXHIBITION CELEBRATES CANNON'S CREATIVE RANGE AND ARTISTIC LEGACY THROUGH NEARLY 90 PAINTINGS AND WORKS ON PAPER, AS WELL AS POETRY AND MUSIC. -JAPANOMIA! JAPANESE ART GOES GLOBAL: (APRIL 1, 2018 THROUGH 2020): THE NEW INSTALLATION TAKES VISITORS ON A JOURNEY THROUGH TIME FROM THE ARRIVAL OF PORTUGUESE MERCHANTS IN THE 1500S THROUGH JAPAN'S EMERGENCE ON THE WORLD STAGE IN THE LATE 19TH CENTURY AND BEYOND. -WILD DESIGNS: (MAY 26, 2018 - AUGUST 4, 2019): WILD DESIGNS FEATURES WORKS BY ARTISTS AND OTHER CREATIVES WHO ARE LOOKING TO NATURE AND LIVING SYSTEMS FOR NEW IDEAS AND CREATIVE SOLUTIONS TO HUMAN PROBLEMS. -SALLY MANN: A THOUSAND CROSSINGS: (JUNE 30 - SEPTEMBER 23, 2018): THE ARTIST'S FIRST MAJOR TRAVELING EXHIBITION, SALLY MANN: A THOUSAND CROSSINGS EXPLORES THEMES OF FAMILY, MEMORY, MORTALITY, AND HOME AS WELL AS THE SOUTHERN LANDSCAPE AS A REPOSITORY OF PERSONAL AND COLLECTIVE MEMORY. -EMPRESSES OF CHINA'S FORBIDDEN CITY: (AUGUST 18, 2018 - FEBRUARY 10, 2019): THIS IS THE FIRST EXHIBITION TO EXPLORE THE ROLE OF EMPRESSES IN SHAPING CHINA'S LAST DYNASTY- THE QING DYNASTY - FROM 1644 TO 1912. NEARLY 200 SPECTACULAR OBJECTS FROM THE PALACE MUSEUM TELL THE LITTLE-KNOWN STORIES OF HOW IMPERIAL WOMEN INFLUENCED COURT POLITICS, ART AND RELIGION. PEM TRAVELING SHOWS -OCEAN LINERS: GLAMOUR, SPEED, AND STYLE: (AT PEM MAY 20, 2017 - OCTOBER 9, 2017, AT THE VICTORIA AND ALBERT MUSEUM LONDON: FEBRUARY 3 - JUNE 17, 2018, AT THE VICTORIA AND ALBERT MUSEUM DUNDEE: SEPTEMBER 15, 2018 - FEBRUARY 24, 2019): THIS IS THE FIRST EXHIBITION TO ASSESS THE CULTURAL IMPACT OF THE OCEAN LINER IN SHAPING APPROACHES TO ARCHITECTURE, ART, AND DESIGN THROUGHOUT THE TWENTIETH CENTURY. -T.C. CANNON: AT THE EDGE OF AMERICA: (AT PEM MARCH 3 - JUNE 10, 2018, AT THE GILCREASE MUSEUM: JULY 14 - OCT 7, 2018, AT THE NATIONAL MUSEUM OF THE AMERICAN INDIAN, NYC: MARCH 16, 2019 - SEPTEMBER 16, 2019) -SALLY MANN: A THOUSAND CROSSINGS: (AT PEM JUNE 30 - SEPTEMBER 23, 2018, AT THE J. PAUL GETTY MUSEUM: NOVEMBER 16, 2018 - FEBRUARY 10, 2019, AT THE THE MUSEUM OF FINE ARTS HOUSTON: MARCH 3 - MAY 27, 2019, AT THE JEU DE PAUME, PARIS: JUNE 17 - SEPTEMBER 22, 2019, AT THE HIGH MUSEUM: OCTOBER 19, 2019 - FEBRUARY 2, 2020 CONTINUING AT PEM -RAVEN'S MANY GIFTS: NATIVE ART OF THE NORTHWEST COAST: (APRIL 5, 2014 - DECEMBER 9, 2018): OBJECTS FROM PEM'S COLLECTION OF NATIVE ART FROM THE PACIFIC NORTHWEST REVEAL THE DYNAMIC RELATIONSHIPS AMONG LIVING HUMANS, ANIMALS, ANCESTORS AND SUPERNATURAL BEINGS. -DOUBLE HAPPINESS: CELEBRATION IN CHINESE ART: (APRIL 5, 2014 THROUGH 2020): HIGHLIGHTS FROM THE MUSEUM'S WIDE-RANGING CHINESE COLLECTION CELEBRATE CHINA'S ARTISTIC ACHIEVEMENTS EXPRESSED IN SEASONAL FESTIVALS, RELIGIOUS CEREMONIES AND CELEBRATIONS. -IMPORTING SPLENDOR: (JUNE 13, 2015 - JANUARY 13, 2019): THIS INSTALLATION EXPLORES PEM'S SUPERLATIVE CHINESE EXPORT ART COLLECTION THE MOST COMPREHENSIVE AND CELEBRATED COLLECTION OF ITS KIND. CREATED BY CHINESE ARTISTS IN THE 18TH AND 19TH CENTURIES FOR EUROPEAN AND AMERICAN MARKETS, THESE WORKS DISPLAY A MASTERY OF MATERIAL AND FORM THAT MADE THEM THE MOST COVETED LUXURIOUS ITEMS OF THEIR DAY. -MEGACITY: INDIA'S CULTURE OF THE STREETS: (AUGUST 1, 2015 - SPRING 2020): IN THE EARLY 20TH CENTURY, INDIAN ARTISTS VIEWED THE VILLAGE AS THE TRUE LOCUS FOR INDIA'S IDENTITY, DISTINCT FROM THAT OF THE BRITISH COLONIAL CITIES OF CALCUTTA, BOMBAY AND NEW DELHI. BY MID-CENTURY, INDIA'S INDEPENDENCE TRANSFORMED ITS CITIES, WHERE THE DRIVE TOWARD MODERNITY CO-EXISTED WITH THE ENDURING PRESENCE OF THE SPIRITUAL. -ALL THE FLOWERS ARE FOR ME (MAY 20, 2017 - APRIL 29, 2018): PERSIAN AND TURKISH ARCHITECTURE, TEXTILES AND MINIATURE PAINTINGS INSPIRE THE PRECISE, STYLIZED FLORAL FORMS THAT COMPOSE ANILA QUAYYUM AGHA'S SCULPTURAL CHAMBER OF LIGHT AND SHADOW. -XYZT: A JOURNEY IN 4 DIMENSIONS: (OCTOBER 14, 2017 - APRIL 22, 2018): CREATED AND DESIGNED BY FRENCH ARTISTS/PERFORMERS/COMPUTER SCIENTISTS ADRIEN MONDOT AND CLAIRE BARDAINNE, XYZT IS A TRAVELLING INTERACTIVE ART EXHIBITION THAT BRINGS TOGETHER GEOMETRIC AND ORGANIC ELEMENTS TO CREATE AN ENCOUNTER THE ARTISTS DESCRIBE AS "A JOURNEY THROUGH NATURE REVISITED." -GEORGIA O'KEEFFE: ART, IMAGE, STYLE: (DECEMBER 16, 2017 - APRIL 8, 2018): THE FIRST EXHIBITION TO EXPLORE THE ART, IMAGE AND PERSONAL STYLE OF ONE OF AMERICA'S MOST ICONIC ARTISTS. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: CURATORIAL AND COLLECTIONS: NATIONALLY AND INTERNATIONALLY RECOGNIZED THOUGHT LEADERS IN THEIR RESPECTIVE FIELDS, THE CURATORIAL STAFF IS RESPONSIBLE FOR CONCEIVING AND ORGANIZING EXHIBITIONS AND CULTIVATING SUPPORT FOR THE MUSEUM'S PROGRAMMATIC INITIATIVES AND COLLECTION. CURATORS ACQUIRE, RESEARCH, AND INTERPRET THE MUSEUM'S COLLECTION. THE CURATORIAL STAFF ALSO PREPARES AND PUBLISHES SCHOLARLY CATALOGUES AND EDUCATIONAL TEXTS RELATED TO THE EXHIBITIONS AND THE COLLECTION. THE MUSEUM'S COLLECTION ENCOMPASSES APPROXIMATELY 1.8 MILLION WORKS REPRESENTING ART AND CULTURE GLOBALLY. SEVERAL OF THE PRINCIPAL COLLECTING AREAS BEGAN WITH THE MUSEUM'S FOUNDING IN 1799 AND ARE THE FIRST OF SUCH MATERIAL AMONG AMERICAN MUSEUMS. OTHER AREAS OF THE COLLECTION ARE THE BEST OR LARGEST AMONG AMERICAN OR INTERNATIONAL MUSEUM COLLECTIONS. THE MUSEUM CONTINUES TO COLLECT SELECTIVELY IN ALMOST ALL AREAS OF THE COLLECTION THROUGH GIFT, PURCHASE, AND BEQUEST. -THE AFRICAN COLLECTION INCLUDES EARLY WORKS FROM COASTAL EAST AND WEST AFRICA, AN IMPORTANT BODY OF ZULU OBJECTS, AND ONE OF THE WORLD'S BEST COLLECTIONS OF ETHIOPIAN CHRISTIAN ART OF SIXTEENTH-TO TWENTIETH-CENTURY ICONS AND METALWORK. -THE AMERICAN COLLECTION OF PAINTINGS, SCULPTURES, WORKS ON PAPER, DECORATIVE ART, FOLK ART, FASHION, AND COSTUMES, REPRESENTS MORE THAN 300 YEARS OF NEW ENGLAND ART AND CULTURE. -THE ASIAN EXPORT ART COLLECTION IS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF DECORATIVE ART MADE IN ASIA FOR GLOBAL EXPORT. IT ENCOMPASSES PAINTINGS, FURNITURE, SILVER, PORCELAIN, WORKS ON PAPER FROM THE FIFTEENTH TO THE TWENTIETH CENTURIES. -THE CHINESE COLLECTION'S UNIQUE STRENGTH IS VERNACULAR ART THAT EXPLORES THE RICH TRADITIONS OF CHINESE CULTURE, AND FEATURES IMPORTANT QING DYNASTY WORKS, INCLUDING CERAMICS, TEXTILES, AND DECORATIVE ARTS. -THE FASHION AND TEXTILES COLLECTION INCLUDES WORKS FROM AROUND THE WORLD, PRIMARILY FROM THE LATE 17TH-CENTURY FORWARD. SINCE 2009, THE MUSEUM HAS FOCUSED ON COLLECTING 20TH AND 21ST-CENTURY FASHION THROUGH MAJOR GIFTS AND BEQUESTS FROM NATIONALLY AND INTERNATIONALLY PROMINENT COLLECTORS. -AMERICA'S NINETEENTH- AND TWENTIETH- CENTURY JAPANESE ART COLLECTORS CREATED A MAJOR COLLECTION OF JAPANESE ART AND CULTURE. MANY WORKS ARE CONSIDERED RARE IN JAPAN, WITH LATE EDO- AND MEIJI-PERIOD EXAMPLES AMONG THE WORLD'S FINEST. -FOUNDED IN THE 1880S, THE KOREAN COLLECTION PIONEERED AMERICAN INTEREST IN KOREAN ART AND CULTURE. ITS BROAD SPECTRUM OF ART OF THE LATE JOSEON DYNASTY IS CONSIDERED THE BEST IN THE UNITED STATES. -THE MARITIME COLLECTION IS THE FINEST IN AMERICA AND IS INTERNATIONALLY RENOWNED FOR ITS APPROXIMATELY 30,000 PAINTINGS, DRAWINGS, AND PRINTS, AND 20,000 MARITIME OBJECTS FROM THE SEVENTEENTH THROUGH THE EARLY TWENTIETH CENTURIES. -THE NATIVE AMERICAN ART COLLECTION INCLUDES 20,000 WORKS FROM THE SEVENTEENTH CENTURY TO THE PRESENT, AS WELL AS 50,000 ARCHEOLOGICAL WORKS DATING BACK 10,000 YEARS. ITS GROWING STRENGTH AND FOCUS IS MODERN AND CONTEMPORARY ART. -THE OCEANIC COLLECTION IS INTERNATIONALLY RECOGNIZED FOR ITS SIZE, BREADTH, AND EARLY ORIGINS AND PROVENANCE OF ITS OBJECTS. IT INCLUDES MORE THAN 20,000 OBJECTS FROM MORE THAN THIRTY-SIX ISLAND GROUPS IN POLYNESIA, MELANESIA, AND MICRONESIA. -THE PHOTOGRAPHY COLLECTION COMPRISES THOUSANDS OF RARE AND VINTAGE IMAGES AND MODERN AND CONTEMPORARY EXAMPLES. THE COLLECTION INCLUDES MAJOR HOLDINGS IN NINETEENTH-CENTURY AND CONTEMPORARY PHOTOGRAPHS OF ASIA. -THE SOUTH ASIAN COLLECTION EMPHASIZES MODERN AND CONTEMPORARY ART AFTER INDIA'S INDEPENDENCE IN 1947. OLDER EXAMPLES, ESPECIALLY FROM THE NINETEENTH CENTURY, INCLUDE IMPORTANT SCULPTURE, TEXTILES, CERAMICS, AND METALWORK. -THE ARCHITECTURE COLLECTION INCLUDES TWENTY-FOUR HISTORIC AMERICAN STRUCTURES AND A MAJOR ARCHITECTURAL FRAGMENT COLLECTION. FOUR BUILDINGS ARE DESIGNATED NATIONAL HISTORIC LANDMARKS; SIX OTHERS ARE ON THE NATIONAL REGISTER OF HISTORIC PLACES. -THE PHILLIPS LIBRARY IS ONE OF NEW ENGLAND'S MOST IMPORTANT AND HISTORIC RESEARCH LIBRARIES, HOLDING PUBLICATIONS AND ARCHIVAL MATERIALS RELATED TO REGIONAL AND GLOBAL ART AND CULTURE, AND TO THE MUSEUM'S DIVERSE COLLECTIONS. 2018 ACQUISITIONS: 981 WORKS OF ART AND CULTURE THROUGH PURCHASE, GIFT, AND BEQUEST FOR MOST OF THE MUSEUM'S MAJOR COLLECTING AREAS, INCLUDING: -EAST HEADLAND, APPLEDORE-ISLES OF SHOALS, CHILDE HASSAM, 1911 -THE MARCH INTO BOSTON FROM MARBLEHEAD, APRIL 16, 1861, J.O.J. FROST, 1925 -CEDAR AND RED MAPLE, LAKE GEORGE, GEORGIA O'KEEFFE, 1921 -SATSUMA VASE, SOZAN FOR THE KINKOZAN WORKSHOP, JAPAN, 1880-1900 -WEIGHT, ALISON SAAR, 2012 -BALLROOM, AGUSTINA WOODGATE, 2014 -THE PEQUOD II, MICHAEL C. MCMILLEN, 1987 -SUSAN ESCO CHANDLER FASHION COLLECTION OF VARIOUS DESIGNERS, MID-LATE 20TH CENTURY-EARLY 21ST CENTURY -IRIS BARREL APFEL FASHION COLLECTION OF TWO HUNDRED FIFTY-ONE ITEMS OF MEN'S AND WOMEN'S CLOTHING AND SHOES, VARIOUS DESIGNERS AND FASHION HOUSES -COLLECTION OF THIRTEEN PIECES OF WHALECRAFT FROM THE ROBERT AND NINA HELLMAN COLLECTION, 19TH CENTURY FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: EDUCATION: THE MUSEUM'S DEPARTMENT OF EDUCATION DEVELOPS AND IMPLEMENTS A WIDE ARRAY OF EDUCATIONAL PROGRAMS, SCHOOL PROGRAMS, AND MUSEUM TOURS. IT ALSO PREPARES AND DISTRIBUTES PRINT AND ONLINE MATERIALS TO HELP VISITORS OF ALL AGES WITH DIVERSE BACKGROUNDS, KNOWLEDGE, INTERESTS, PREFERENCES, AND NEEDS GAIN INSIGHT ABOUT THEMSELVES AND THE WORLD AROUND THEM THROUGH AN UNDERSTANDING OF INTERNATIONAL ART AND CULTURE. EACH YEAR, THE MUSEUM OFFERS HUNDREDS OF PROGRAMS TO ADVANCE ARTS LEARNING AND APPRECIATION AND TO STIMULATE CRITICAL THINKING, CROSS-CULTURAL DIALOGUE, INTELLECTUAL INQUIRY, CREATIVITY, AND CONNECTION-MAKING BETWEEN THE PAST AND PRESENT. THROUGH ITS PROGRAMMING, PEM STRIVES TO CREATE EXPERIENCES THAT TRANSFORM PEOPLE'S LIVES BY BROADENING THEIR PERSPECTIVES, ATTITUDES, AND KNOWLEDGE OF THEMSELVES AND THE WIDER WORLD. PROGRAMS EMPLOY AGE- AND AUDIENCE-APPROPRIATE PEDAGOGIES AND USE THE MUSEUM'S OUTSTANDING COLLECTIONS AND EXHIBITIONS TO ENGAGE VISITORS DIRECTLY WITH WORKS OF ART AND CULTURE. THE DEPARTMENT OF EDUCATION FOCUSES ON SEVERAL BROAD AUDIENCE AREAS: K-12 STUDENTS, TEACHERS, FAMILIES, AND ADULTS FROM COLLEGE AGE THROUGH SENIOR CITIZENS. THE DEPARTMENT ALSO MANAGES THE AWARD-WINNING ART & NATURE CENTER FOR INTERACTIVE FAMILY LEARNING, ARE ALSO MANAGED BY THIS DEPARTMENT. THE SINGLE VISIT SCHOOL PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS ENROLLED IN PUBLIC, INDEPENDENT, AND HOME SCHOOLS IN GRADES PRE K-12 AND UNIVERSITIES AND COLLEGES AND BLENDS GUIDED DOCENT-LED GALLERY TOURS WITH ENGAGING ACTIVITIES THAT INSPIRE CLOSE LOOKING AND REFLECTION. USING ITS COLLECTIONS, THE MUSEUM CREATES CONNECTIONS BETWEEN CLASSROOM CONTENT AND STUDENTS' DAILY LIVES AND INTRODUCES IDEAS AND TECHNIQUES THAT ENCOURAGE STUDENTS TO THINK CREATIVELY AND ANALYTICALLY, INCLUDING FACILITATING STUDENT ART-MAKING. IN 2018, 11,309 STUDENTS, TEACHERS AND CHAPERONES FROM 283 SCHOOLS PARTICIPATED IN SINGLE VISIT SCHOOL PROGRAMS. FORMAL MUSEUM-SCHOOL PARTNERSHIPS ARE MANAGED THROUGH THE CREATIVE COLLABORATIONS PROGRAM. THIS PARTNERSHIP, WHICH TARGETS TITLE I SCHOOLS AND TEACHERS IN THE NORTH SHORE REGION, PROVIDES MEANINGFUL SEQUENCED MUSEUM VISITS AND OBJECT-BASED LESSON PLANS THAT BUILD KNOWLEDGE IDENTIFIED AS CRITICAL IN THE ART, SOCIAL STUDIES, AND LANGUAGE ARTS CURRICULUM FRAMEWORKS. AS PART OF THIS PROGRAM, STUDENTS FROM PRIMARILY LOW RESOURCE SCHOOLS MAKE MULTIPLE (3-5) VISITS TO THE MUSEUM. IN 2018, 2,211 STUDENTS FROM 11 SCHOOLS PARTICIPATED IN THE CREATIVE COLLABORATIONS PROGRAM. THE ART LINK PROGRAM IS AN AFTERSCHOOL MUSEUM-BASED PARTNERSHIP PROGRAM WITH AREA YOUTH ORGANIZATIONS. PARTICIPATING STUDENTS IN GRADES K -12 PARTICIPATE IN GALLERY AND STUDIO PROGRAMS AT THE MUSEUM, AND SOME PARTNERSHIPS RESULT IN THE MUSEUM WORKING AT THE ORGANIZATION'S SITE TO DEVELOP CREATIVE ARTS PROGRAMMING DESIGNED TO DEVELOP SELF-CONFIDENCE, SELF-EFFICACY, AND SKILLS IN CREATIVE SELF-EXPRESSION. IN 2018, 608 STUDENTS PARTICIPATED IN 52 PROGRAMS. THE MUSEUM PARTNERED WITH 8 LOCAL ORGANIZATIONS IN SALEM, LYNN, AND BEVERLY. PROGRAMS FOR FAMILIES AT THE MUSEUM ARE AIMED AT FOSTERING SHARED INTERGENERATIONAL EXPERIENCES AROUND ART-BASED INQUIRY, DIALOGUE, AND CREATIVE ART-MAKING. THEY TAKE A VARIETY OF FORMS, FROM GALLERY-BASED FAMILY TOURS AND STORYTELLING FOR PRESCHOOLERS AND THEIR ADULT CAREGIVERS TO STUDIO ACTIVITIES AND LARGE-SCALE FESTIVALS THAT COMBINE PERFORMANCE, STORYTELLING, MOVEMENT, FILM, AND ART-MAKING. ALL PROGRAMS ARE FREE WITH MUSEUM ADMISSION, ELIMINATING ECONOMIC BARRIERS FOR UNDERSERVED FAMILIES. THE MUSEUM IS A FREQUENT WINNER OF THE REGIONAL BEST OF NORTH SHORE AWARD FOR BEST FAMILY HANGOUT, INCLUDING FOR 2018 AND 2019. IN 2018, THE MUSEUM OFFERED 197 FAMILY PROGRAMS FOR A COMBINED TOTAL ATTENDANCE OF 25,742 FAMILY VISITORS. THE MUSEUM'S ART & NATURE CENTER (ANC) IS DIRECTED BY THE EDUCATION DEPARTMENT. THIS GALLERY IS A DYNAMIC, INTERACTIVE EXHIBITION SPACE SPECIFICALLY TARGETED AT MULTI-GENERATIONAL AUDIENCES AND EXPLORES THE INTERSECTION BETWEEN ART AND SCIENCE THROUGH THE WORK OF CONTEMPORARY ARTISTS. ACTIVITY STATIONS, MULTIMEDIA ELEMENTS, AND A RANGE OF PROGRAM OFFERINGS, INCLUDING PROGRAMS WITH VISITING GUEST ARTISTS, PROVIDE VISITORS WITH A VARIETY OF APPROACHES FOR INVESTIGATING THE ARTWORK AND THEMES PRESENTED. ABOUT 239,505 PEOPLE ATTENDED AND EXPERIENCED THE ANC EXHIBITIONS IN 2018. ADULTS ARE SERVED BY THE MUSEUM IN A VARIETY OF WAYS TARGETED TOWARD THEIR INTERESTS, LIFE STAGES, GROUP PARTICIPATION, AND PREFERENCES. GUIDE-LED PUBLIC AND GROUP TOUR EXPERIENCES SUPPORT THE MUSEUM'S MISSION BY LEADING PARTICIPANTS IN CONVERSATIONAL, INTERACTIVE EXPLORATIONS OF PEM'S EXHIBITIONS, COLLECTION, AND CREATIVE SPACES. GUIDES HELP AUDIENCES DELVE DEEPER INTO SPECIAL EXHIBITIONS, HISTORIC HOUSES AND GARDENS, COLLECTION HIGHLIGHTS, AND SPECIAL TOPICS, ENRICHING VISITORS' UNDERSTANDINGS OF MUSEUM OBJECTS AND THEIR LINKS TO THE WIDER WORLD. OFF-SITE GUIDED PROGRAMS BRING THE MUSEUM EXPERIENCE TO COMMUNITY CENTERS AND SENIOR CENTERS IN THE AREA. A TOTAL OF 11,562 VISITORS PARTICIPATED IN GUIDE-LED TOURS IN 2018. THE EDUCATION DEPARTMENTS ALSO DEVELOPS AND IMPLEMENTS A ROBUST SCHEDULE OF UNIQUE PUBLIC PROGRAMS FOR ADULTS. IN 2018 THE MUSEUM HOSTED NEARLY 12,750 ADULTS THROUGH THESE PROGRAMS THAT RANGED FROM ARTIST DEMONSTRATIONS TO LECTURES AND SYMPOSIA, CONCERTS, FILM FESTIVALS, DANCE PERFORMANCES, LATE NIGHT CELEBRATIONS, AND ART MAKING WORKSHOPS RELATED TO THE ART AND CULTURES REPRESENTED IN THE MUSEUM'S COLLECTIONS OR EXHIBITIONS. FORM 990, PART VI, SECTION A, LINE 2 CLEMENT BENENSON AND STEPHANIE BENENSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. AFTER ANY NECESSARY REVISIONS ARE MADE, THE FINAL DRAFT IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF AN APPROPRIATE OFFICER, DIRECTOR OR SENIOR MANAGER TO DETERMINE THE APPROPRIATE COURSE OF ACTION IN RESOLVING THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DECISIONS RELATIVE TO THE SOURCE OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S FORM 990, INCLUDING FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE IN HARD COPY OR ELECTRONICALLY UPON REQUEST. THE FORM 990 IS AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AND AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF FUNDS HELD BY OTHERS -818,064. TRUST (1) TRUST MA PEABODY ESSEX MUSEUM INC 1 CRUTS (2) CRUT MA PEABODY ESSEX MUSEUM INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0