HENRY E HUNTINGTON LIBRARY & ART GALLERY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HENRY E HUNTINGTON LIBRARY & ART GALLERY (EIN 95-1644589)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-06
- IRS object ID
- 201500659349300740
- Schema version
- 2013v4.0
- 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 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 | 2015-03-06T17:51:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 AND ART GALLERY | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN MARINO | City |
| State | CA | State |
| ZIP Code | 911081218 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREEN A RODGERS | PersonNm |
| Person Title | VP FOR FINANCIAL AFFAIRS | PersonTitleTxt |
| Phone | 6264052150 | PhoneNum |
| Signature | 2015-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2015-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN KOBLIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1 |
| City | SAN MARINO | City |
| State | CA | State |
| ZIP Code | 911081218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $202,277,268 | 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 | BUILDING ON HENRY E. HUNTINGTON'S LEGACY OF RENOWNED COLLECTIONS AND BOTANICAL GARDENS THAT ENRICH THE VISITOR, THE HUNTINGTON TODAY ENCOURAGES RESEARCH AND PROMOTES EDUCATION IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES THROUGH THE GROWTH AND PRESERVATION OF ITS COLLECTIONS, THROUGH THE DEVELOPMENT AND SUPPORT OF A COMMUNITY OF SCHOLARS, AND THROUGH THE DISPLAY AND INTERPRETATION OF ITS EXTRAORDINARY RESOURCES TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 522 | TotalEmployeeCnt |
| Total Volunteers | 1363 | TotalVolunteersCnt |
| Total Gross UBI | -$539,141 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$600,651 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $68,967,085 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,833,535 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,305,934 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,773,540 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,757,890 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,466,944 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,549,271 | PYOtherRevenueAmt |
| CY Other Revenue | $977,280 | CYOtherRevenueAmt |
| PY Total Revenue | $100,580,180 | PYTotalRevenueAmt |
| CY Total Revenue | $90,051,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,728,971 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,848,511 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,011,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,878,110 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,541,742 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,858,732 | PYOtherExpensesAmt |
| CY Other Expenses | $35,346,000 | CYOtherExpensesAmt |
| PY Total Expenses | $53,598,813 | PYTotalExpensesAmt |
| CY Total Expenses | $61,072,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,981,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,978,678 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $623,625,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $686,920,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,761,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,689,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $610,863,921 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $662,231,594 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,186,708 | ExpenseAmt |
| Grant | $1,848,511 | GrantAmt |
| Revenue | $691,138 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,217,595 | ExpenseAmt |
| Revenue | $253,217 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,426,274 | ExpenseAmt |
| Revenue | $216,867 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,915,868 | ExpenseAmt |
| Revenue | $6,639,160 | RevenueAmt |
| Desc | THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC.EACH YEAR, THE HUNTINGTON:* PROVIDES MORE THAN 1,700 SCHOLARS WITH RESEARCH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, DECORATIVE ARTS, AND RELATED MATERIALS;* AWARDS APPROXIMATELY $1.8 MILLION IN FELLOWSHIPS TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH THROUGH A PEER-REVIEW PROCESS;* EDUCATES THOUSANDS OF SCHOOL CHILDREN 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; AND* HOSTS MORE THAN 600,000 VISITORS.THE HUNTINGTON HAS A MEMBERSHIP TOTALING MORE THAN 33,000, A VOLUNTEER CORPS OF MORE THAN 1,300, AND A FULL- AND PART-TIME STAFF OF ABOUT 522. IT IS AN INDEPENDENT NON-PROFIT ORGANIZATION, SUPPORTED BY GIFTS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES AND BY A PRIVATE ENDOWMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,915,868 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,639,160 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $51,746,445 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 395 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 522 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | COREEN A RODGERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264052150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1 |
| City | SAN MARINO | City |
| State | CA | State |
| ZIP Code | 911081218 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PAUL G HAAGA JR | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE F ROTHENBERG | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN R ROTHSCHILD | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| GENEVA H THORNTON | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| STEWART R SMITH | |||||||
| CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES FOLSOM | |||||||
| DIRECTOR OF THE BOTANICAL | 40.00 | $178,348 | $0 | $18,668 | Yes (X) | ||
| STEVE HINDLE | |||||||
| DIRECTOR OF RESEARCH | 40.00 | $205,210 | $0 | $37,880 | Yes (X) | ||
| STEVEN KOBLIK | |||||||
| PRESIDENT | 40.00 | $437,204 | $0 | $45,338 | Yes (X) | ||
| KEVIN SALATINO | |||||||
| DIRECTOR OF THE ART COLLECTIONS | 40.00 | $214,279 | $0 | $15,597 | Yes (X) | ||
| RANDY SHULMAN | |||||||
| VICE PRESIDENT FOR ADVANCEMENT | 40.00 | $196,204 | $0 | $26,129 | Yes (X) | ||
| LAURIE SOWD | |||||||
| VICE PRESIDENT FOR OPERATIONS | 40.00 | $151,317 | $0 | $24,166 | Yes (X) | ||
| ALISON D SOWDEN THRU 042014 | |||||||
| VICE PRESIDENT FOR FINANCIAL AFFAIRS | 40.00 | $244,177 | $0 | $45,081 | Yes (X) | ||
| DAVID ZEIDBERG | |||||||
| DIRECTOR OF THE LIBRARY | 40.00 | $226,096 | $0 | $28,570 | Yes (X) | ||
| ROBERT CARTER | |||||||
| DIRECTOR OF HUMAN RESOURCES | 38.00 | $144,362 | $0 | $15,230 | Yes (X) | ||
| DEBORAH JOHNSTON | |||||||
| CONTROLLER | 38.00 | $132,637 | $0 | $34,882 | Yes (X) | ||
| MARY MOSER | |||||||
| ASSOCIATE VICE PRESIDENT FOR ADVANCE | 38.00 | $116,534 | $0 | $23,686 | Yes (X) | ||
| LAURA STALKER | |||||||
| ASSOCIATE DIRECTOR OF THE LIBRARY | 38.00 | $108,562 | $0 | $23,158 | Yes (X) | ||
| SUSAN TURNER-LOWE | |||||||
| VICE PRESIDENT FOR COMMUNICATIONS | 38.00 | $140,663 | $0 | $25,772 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,495,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $364,157 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MATT CONSTRUCTION CORP | |||||
| 9814 NORWALK BLVD100 | SANTA FE SPRINGS | CA | 90670 | CONSTRUCTION | $9,557,834 |
| VALLEY CREST LANDSCAPE DEVELOPMENT | |||||
| FILE 57515 | LOS ANGELES | CA | 90074 | CONSTRUCTION | $1,598,782 |
| ARCHITECTURAL RESOURCES GROUP INCPIER 9 | |||||
| THE EMBARCADERO107 | SAN FRANCISCO | CA | 94111 | ARCHITECTURAL | $1,195,212 |
| FORREST HOPKINS | |||||
| 29935 MAYPATH ROAD | LITTLEROCK | CA | 93543 | LANDSCAPE MAINTENANCE | $457,579 |
| LOFTON CONTRACTING INC | |||||
| 18639 PARTHENIA ST | NORTHRIDGE | CA | 91324 | EXHIBIT DESIGN | $262,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $556,342 | FundraisingAmt |
| Government Grants | $224,094 | GovernmentGrantsAmt |
| All Other Contributions | $42,053,099 | AllOtherContributionsAmt |
| Noncash Contributions | $9,802,361 | NoncashContributionsAmt |
| Total Contributions | $42,833,535 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSION | 900099 | $4,915,870 | $4,915,870 | |
| FOOD SERVICES | 900099 | $661,807 | $661,807 | |
| RENTAL INCOME | 900099 | $431,469 | $431,469 | |
| FEES INCLUDING TOURS | 900099 | $367,170 | $367,170 | |
| PROGRAMS | 900099 | $213,685 | $213,685 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,552 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $137,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,773,540 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,797,085 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$605,829 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,402,914 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,459 | TotalRevenueColumnAmt |
| Exclusion | $43,459 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $144,051,445 | SecuritiesAmt |
| Other | $352,420 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,734,006 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,317,439 | SecuritiesAmt |
| Other | $352,420 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,669,859 | TotalRevenueColumnAmt |
| Exclusion | $33,669,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $556,342 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $222,395 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$160,745 | TotalRevenueColumnAmt |
| Exclusion | -$160,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,357,098 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,269,568 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,087,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,026,842 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $60,688 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORTGAGE INT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,036 | TotalRevenueColumnAmt |
| Exclusion | $7,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,036 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,051,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,994,588 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$539,141 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,762,317 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,462 | TotalAmt |
| Program Services | $1,624,462 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,049 | TotalAmt |
| Program Services | $224,049 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,711 | TotalAmt |
| Program Services | $1,169,481 | ProgramServicesAmt |
| Management And General | $763,063 | ManagementAndGeneralAmt |
| Fundraising | $228,167 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,603 | TotalAmt |
| Management And General | $93,603 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,767,759 | TotalAmt |
| Program Services | $13,424,090 | ProgramServicesAmt |
| Management And General | $796,930 | ManagementAndGeneralAmt |
| Fundraising | $1,546,739 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,626 | TotalAmt |
| Program Services | $1,115,950 | ProgramServicesAmt |
| Management And General | $98,863 | ManagementAndGeneralAmt |
| Fundraising | $120,813 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,171,348 | TotalAmt |
| Program Services | $2,649,744 | ProgramServicesAmt |
| Management And General | $234,743 | ManagementAndGeneralAmt |
| Fundraising | $286,861 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,349,063 | TotalAmt |
| Program Services | $1,127,177 | ProgramServicesAmt |
| Management And General | $99,858 | ManagementAndGeneralAmt |
| Fundraising | $122,028 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,490 | TotalAmt |
| Program Services | $5,475 | ProgramServicesAmt |
| Management And General | $31,920 | ManagementAndGeneralAmt |
| Fundraising | $5,095 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,090 | TotalAmt |
| Management And General | $144,090 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,706,381 | TotalAmt |
| Management And General | $2,706,381 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,154 | TotalAmt |
| Program Services | $596,687 | ProgramServicesAmt |
| Management And General | $53,231 | ManagementAndGeneralAmt |
| Fundraising | $27,236 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,027 | TotalAmt |
| Program Services | $41,004 | ProgramServicesAmt |
| Fundraising | $23 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,806 | TotalAmt |
| Program Services | $2,286,578 | ProgramServicesAmt |
| Management And General | $288,757 | ManagementAndGeneralAmt |
| Fundraising | $402,471 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,260 | TotalAmt |
| Program Services | $44,598 | ProgramServicesAmt |
| Management And General | $8,764 | ManagementAndGeneralAmt |
| Fundraising | $1,898 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440 | TotalAmt |
| Program Services | $1,440 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,597,529 | TotalAmt |
| Program Services | $2,315,505 | ProgramServicesAmt |
| Management And General | $229,359 | ManagementAndGeneralAmt |
| Fundraising | $52,665 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,936 | TotalAmt |
| Program Services | $533,573 | ProgramServicesAmt |
| Management And General | $18,949 | ManagementAndGeneralAmt |
| Fundraising | $24,414 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,733 | TotalAmt |
| Program Services | $276,716 | ProgramServicesAmt |
| Management And General | $123,883 | ManagementAndGeneralAmt |
| Fundraising | $43,134 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,536,735 | TotalAmt |
| Program Services | $7,432,796 | ProgramServicesAmt |
| Management And General | $46,042 | ManagementAndGeneralAmt |
| Fundraising | $57,897 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACQUISITIONS & COLLECTI | $12,695,779 | $12,695,779 | ||
| EXHIBITS, PROGRAMS & EV | $2,584,558 | $2,103,024 | $4,808 | $476,726 |
| MAINTENANCE & REPAIR | $1,886,034 | $1,808,555 | $39,634 | $37,845 |
| PRINTING & PUBLICATIONS | $379,048 | $269,762 | $1,556 | $107,730 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,072,621 | TotalAmt |
| Program Services | $51,746,445 | ProgramServicesAmt |
| Management And General | $5,784,434 | ManagementAndGeneralAmt |
| Fundraising | $3,541,742 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,742,090 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,521,085 | BOYAmt |
| EOY | $60,523,610 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,168,681 | BOYAmt |
| EOY | $20,769,191 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,449 | BOYAmt |
| EOY | $264,618 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,587 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,958 | BOYAmt |
| EOY | $492,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,412 | BOYAmt |
| EOY | $476,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $228,818,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,826,414 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,397,444 | BOYAmt |
| EOY | $146,991,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,410,754 | BOYAmt |
| EOY | $433,068,706 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,804,344 | BOYAmt |
| EOY | $20,592,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,625,714 | BOYAmt |
| EOY | $686,920,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,293,422 | BOYAmt |
| EOY | $9,556,711 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,660,000 | BOYAmt |
| EOY | $1,330,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,808,371 | BOYAmt |
| EOY | $13,802,447 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,761,793 | BOYAmt |
| EOY | $24,689,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,224,095 | BOYAmt |
| EOY | $339,043,414 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,353,203 | BOYAmt |
| EOY | $196,185,709 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,286,623 | BOYAmt |
| EOY | $127,002,471 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,863,921 | BOYAmt |
| EOY | $662,231,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,625,714 | BOYAmt |
| EOY | $686,920,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $28,978,678 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,387,264 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $1,731 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 | $30,744,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,823,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,811,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,967,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,833,535 | CurrentTaxYearAmt |
| Total | $345,179,765 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,744,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,823,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,811,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,967,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,833,535 | CurrentTaxYearAmt |
| Total | $345,179,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $148,216,566 | SubstantialContributorsTotAmt |
| Public Support Total170 | $196,963,199 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,951,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,618,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,589,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,590,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,453,409 | CurrentTaxYearAmt |
| Total | $37,203,509 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,517,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $500,000 | CurrentTaxYearMinus1YearAmt |
| Total | $4,017,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $386,400,279 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $45,121,781 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE PROCEEDS - 2011 AMOUNT: $ 3,517,005. 2012 AMOUNT: $ 500,000. | 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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $9,802,361 | 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 | $433,843,648 | BeginningYearBalanceAmt |
| Contributions | $7,594,689 | ContributionsAmt |
| Investment Earnings Or Losses | $62,096,667 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,277,128 | OtherExpendituresAmt |
| Administrative Expenses | $2,760,381 | AdministrativeExpensesAmt |
| End Year Balance | $480,551,495 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $400,510,301 | BeginningYearBalanceAmt |
| Contributions | $1,921,353 | ContributionsAmt |
| Investment Earnings Or Losses | $51,312,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,926,025 | OtherExpendituresAmt |
| Administrative Expenses | $1,974,637 | AdministrativeExpensesAmt |
| End Year Balance | $433,843,648 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,976,175 | BeginningYearBalanceAmt |
| Contributions | $2,545,872 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,640,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,568,759 | OtherExpendituresAmt |
| Administrative Expenses | $1,802,812 | AdministrativeExpensesAmt |
| End Year Balance | $400,510,301 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,747,530 | BeginningYearBalanceAmt |
| Contributions | $133,804,647 | ContributionsAmt |
| Investment Earnings Or Losses | $52,120,120 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,976,255 | OtherExpendituresAmt |
| Administrative Expenses | $1,719,867 | AdministrativeExpensesAmt |
| End Year Balance | $432,976,175 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,058,317 | BeginningYearBalanceAmt |
| Contributions | $8,346,075 | ContributionsAmt |
| Investment Earnings Or Losses | $28,125,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,410,477 | OtherExpendituresAmt |
| Administrative Expenses | $1,372,121 | AdministrativeExpensesAmt |
| End Year Balance | $260,747,530 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34000 | 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 | $114,022,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,852,721 | DepreciationAmt |
| Book Value | $67,169,369 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,811,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,522,053 | DepreciationAmt |
| Book Value | $23,289,851 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,048,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,451,640 | DepreciationAmt |
| Book Value | $2,596,902 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,853,544 | OtherCostOrOtherBasisAmt |
| Book Value | $51,853,544 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $146,991,674 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $377,749 |
| OBLIGATIONS UNDER UNITRUST | $5,424,698 |
| CONTINGENT CONTRIBUTION | $8,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,802,447 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,256,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,387,264 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,731 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,491,963 | OtherRevenueAmt |
| Revenue Not Reported | $23,880,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,375,542 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,706,381 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,969,376 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,675,757 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $90,051,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,888,827 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,491,963 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,491,963 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,396,864 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,706,381 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,969,376 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,675,757 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,072,621 | 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 $3,980,992 AND $1,670,747 FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, RESPECTIVELY. THE HUNTINGTON CONTINUALLY REVIEWS ITS COLLECTIONS AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS UNRESTRICTED, 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 2014 CERTAIN ITEMS OF ART WERE DEACCESSIONED AT AUCTION. THEY HAD A VALUE OF APPROXIMATELY $348,000. THE PROCEEDS ARE RESTRICTED FOR FUTURE ACQUISITIONS OF ART. |
| PART III, LINE 4: | THE HUNTINGTON LIBRARY, ART COLLECTIONS, 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 HUNTINGTON ART COLLECTIONS FOCUS ON TWO DISTINCT AREAS-EUROPEAN ART FROM THE 15TH TO THE EARLY 20TH CENTURY, AND AMERICAN ART FROM THE LATE 17TH TO THE MID-20TH CENTURY. THE BOTANICAL GARDENS COVER 120 ACRES, MORE THAN A DOZEN SPECIALIZED GARDENS ARE ARRANGED WITHIN A PARK-LIKE LANDSCAPE OF ROLLING LAWNS. EACH YEAR, THE HUNTINGTON: 1) PROVIDES MORE THAN 1,700 SCHOLARS WITH RESEARCH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, DECORATIVE ARTS, AND RELATED MATERIALS; 2) AWARDS APPROXIMATELY $1.8 MILLION IN FELLOWSHIPS TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH THROUGH A PEER-REVIEW PROCESS; 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; AND 5) HOSTS MORE THAN 600,000 VISITORS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE FUNDS KEPT IN PERPETUITY, THE SPENDING RATE FROM THE FUNDS, IF NOT RESTRICTED BY THE DONOR, ARE USED TO SUPPORT THE OPERATIONS OF THE HUNTINGTON. RESTRICTED ENDOWMENT FUNDS PRIMARILY SUPPORT THE SPECIFIC PROGRAMS, OR ACQUISITIONS. |
| PART X, LINE 2: | THE HUNTINGTON OPERATES AS A NOT-FOR-PROFIT ORGANIZATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM INCOME TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME AND HAS ALSO BEEN RECOGNIZED BY THE FRANCHISE TAX BOARD AS EXEMPT FROM STATE FRANCHISE OR INCOME TAX PURSUANT TO CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D) ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. AS REQUIRED BY GAAP, THE HUNTINGTON HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAIN OPEN AND HAS DETERMINED THAT THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE OPEN TAX YEARS ARE THE YEARS ENDED JUNE 30, 2010 THROUGH JUNE 30, 2013 FOR FEDERAL TAX PURPOSES AND THE YEARS ENDED JUNE 30, 2009 THROUGH JUNE 30, 2013 FOR CALIFORNIA TAX PURPOSES. THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS AS OF JUNE 30, 2013 OR JUNE 30, 2014, NOR ARE ANY MATERIAL CHANGES ANTICIPATED IN THE TWELVE MONTHS FOLLOWING JUNE 30, 2014. THERE HAVE BEEN NO 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 1,269,568. DIRECT EXPENSES 222,395. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH GIFTS 3,969,376. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,269,568. DIRECT EXPENSES 222,395. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH GIFTS 3,969,376. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| THE CARIBBEAN | 0 | 0 | INVESTMENTS | $112,388,609 |
| EUROPE | 0 | 0 | INVESTMENTS | $414,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $112,803,043 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $112,803,043 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 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 | EAST ASIA & THE PACIFIC | 4 | $12,000 | CHECK | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | EUROPE/ ICELAND/ GREENLAND | 30 | $176,049 | CHECK | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | NORTH AMERICA | 7 | $36,000 | 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HUNTINGTON BALL | NameOfEvent1Amt |
| Gross Receipts Event1 | $617,992 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $556,342 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,650 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $65,310 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $143,785 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $617,992 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $556,342 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,650 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $65,310 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $143,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $222,395 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$160,745 | 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 | 130 | RecipientCnt |
| Cash Grant | $1,624,462 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HUNTINGTON ASSEMBLES EXTERNAL PEER REVIEW COMMITTEES, GENERALLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS FELLOWSHIPS. ALL OF THE COMMITTEES' PANELISTS MUST HAVE A DISTINGUISHED HISTORY OF SCHOLARLY ACHIEVEMENT AND CONTRIBUTIONS TO THEIR FIELD. THE COMMITTEE THAT SELECTS THE DIBNER HISTORY OF SCIENCE FELLOWS CONSISTS OF FIVE HISTORIANS OF SCIENCE. EACH OF THE OTHER THREE COMMITTEES HAS REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE LOOK FOR CANDIDATES WHO HAVE A BROAD OVERVIEW OF THEIR FIELD AND WHO ARE NOT COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE APPLICATIONS ARE ASSESSED, DISCUSSED BY THE APPROPRIATE COMMITTEE, AND A FINAL LIST IS ASSEMBLED BASED ON THE SCORES AND DISCUSSIONS. AT THE END OF THE AWARD PERIOD THE FELLOW IS REQUESTED TO PROVIDE A WRITTEN STATEMENT OF PROGRESS ON THEIR RESEARCH MADE DURING THE AWARD PERIOD TO THE HUNTINGTON'S DIRECTOR OF RESEARCH. THEY ARE ALSO REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLISHED RESULTS; 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 |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES FOLSOM | ||||||||||||||
| DIRECTOR OF THE BOTANICAL | $178,348 | $0 | $0 | $0 | $0 | $0 | $17,664 | $0 | $1,004 | $0 | $197,016 | $0 | $0 | $0 |
| STEVE HINDLE | ||||||||||||||
| DIRECTOR OF RESEARCH | $205,210 | $0 | $0 | $0 | $0 | $0 | $20,723 | $0 | $17,157 | $0 | $243,090 | $0 | $0 | $0 |
| STEVEN KOBLIK | ||||||||||||||
| PRESIDENT | $437,204 | $0 | $0 | $0 | $0 | $0 | $25,500 | $0 | $19,838 | $0 | $482,542 | $0 | $0 | $0 |
| KEVIN SALATINO | ||||||||||||||
| DIRECTOR OF THE ART COLLECTIONS | $214,279 | $0 | $0 | $0 | $0 | $0 | $5,131 | $0 | $10,466 | $0 | $229,876 | $0 | $0 | $0 |
| RANDY SHULMAN | ||||||||||||||
| VICE PRESIDENT FOR ADVANCEMENT | $196,204 | $0 | $0 | $0 | $0 | $0 | $19,687 | $0 | $6,442 | $0 | $222,333 | $0 | $0 | $0 |
| LAURIE SOWD | ||||||||||||||
| VICE PRESIDENT FOR OPERATIONS | $151,317 | $0 | $0 | $0 | $0 | $0 | $15,379 | $0 | $8,787 | $0 | $175,483 | $0 | $0 | $0 |
| ALISON D SOWDEN THRU 042014 | ||||||||||||||
| VICE PRESIDENT FOR FINANCIAL AFFAIRS | $244,177 | $0 | $0 | $0 | $0 | $0 | $25,023 | $0 | $20,058 | $0 | $289,258 | $0 | $0 | $0 |
| DAVID ZEIDBERG | ||||||||||||||
| DIRECTOR OF THE LIBRARY | $226,096 | $0 | $0 | $0 | $0 | $0 | $17,445 | $0 | $11,125 | $0 | $254,666 | $0 | $0 | $0 |
| ROBERT CARTER | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $144,362 | $0 | $0 | $0 | $0 | $0 | $14,350 | $0 | $880 | $0 | $159,592 | $0 | $0 | $0 |
| DEBORAH JOHNSTON | ||||||||||||||
| CONTROLLER | $132,637 | $0 | $0 | $0 | $0 | $0 | $13,962 | $0 | $20,920 | $0 | $167,519 | $0 | $0 | $0 |
| SUSAN TURNER-LOWE | ||||||||||||||
| VICE PRESIDENT FOR COMMUNICATIONS | $140,663 | $0 | $0 | $0 | $0 | $0 | $14,418 | $0 | $11,354 | $0 | $166,435 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 1A - RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS | FormAndLineReferenceDesc |
| Explanation | PER THE EMPLOYMENT CONTRACT FOR THE PRESIDENT, AND EMPLOYMENT LETTER 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 RESIDENCE FACILITIES ARE MAINTAINED BY HUNTINGTON STAFF, OR OUTSIDE VENDORS, WHICH ARE PAID FOR BY THE HUNTINGTON. IN CONNECTION WITH THE PRESIDENT'S SERVICES TO THE HUNTINGTON, THE PRESIDENT'S SPOUSE, MAY ON OCCASION, TRAVEL FOR BUSINESS PURPOSES WITH 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. GROSS-UP PAYMENTS ARE RELATED TO THE PRESIDENT'S CLUB DUES, LIFE INSURANCE, AND AUTO USAGE, AND ARE PROVIDED PER THE INDIVIDUAL'S EMPLOYMENT CONTRACT. OTHER GROSS-UP PAYMENTS ARE RELATED TO THE DIRECTOR OF THE LIBRARY, AND DIRECTOR OF THE ART COLLECTIONS OFF CAMPUS HOUSING AS PER THEIR EMPLOYMENT LETTER. COMPENSATION, AS APPLICABLE, IS INCLUDED IN THE INDIVIDUAL'S FORM W-2. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KERSTIN KOBLIK | |||
| PRESIDENT'S SPOUSE | $36,024 | EMPLOYEE | 0 |
| MONA SHULMAN | |||
| VP'S SPOUSE | $57,579 | EMPLOYEE | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 AND 2 | FormAndLineReferenceDesc |
| Explanation | KERSTIN KOBLIK IS STEVE KOBLIK'S SPOUSE, PRESIDENT. MONA SHULMAN IS RANDY SHULMAN'S SPOUSE, VICE PRESIDENT FOR ADVANCEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,077,409 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 69 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,832,985 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (12 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | RARE BOOKS | 2 | $1,401,071 | APPRAISAL |
| Yes (X) | PRINTS/EPHEME | 2 | $417,000 | APPRAISAL |
| Yes (X) | TRANSPT CONTA | 1 | $316,548 | APPRAISAL |
| Yes (X) | PLANTS/PENJIN | 62 | $261,804 | APPRAISAL |
| Yes (X) | PHOTOGRAPHS | 1 | $254,730 | APPRAISAL |
| Yes (X) | MANUSCRIPTS | 2 | $127,500 | APPRAISAL |
| Yes (X) | AIRFARES | 1 | $59,800 | APPRAISAL |
| Yes (X) | CATERING | 15 | $32,307 | APPRAISAL |
| Yes (X) | REFERENCE BOO | 1 | $9,000 | APPRAISAL |
| Yes (X) | SUBSCRIPTIONS | 1 | $5,976 | APPRAISAL |
| Yes (X) | ADVERTISEMENT | 1 | $5,958 | APPRAISAL |
| Yes (X) | GENERAL BOOKS | 273 | $273 | IN-HOUSE ESTIMATE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 19 | Form8283ReceivedCnt |
| 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 BROKER TO SELL STOCK GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION MISSION: | BUILDING ON HENRY E. HUNTINGTON'S LEGACY OF RENOWNED COLLECTIONS AND BOTANICAL GARDENS THAT ENRICH THE VISITOR, THE HUNTINGTON TODAY ENCOURAGES RESEARCH AND PROMOTES EDUCATION IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES THROUGH THE GROWTH AND PRESERVATION OF ITS COLLECTIONS, THROUGH THE DEVELOPMENT AND SUPPORT OF A COMMUNITY OF SCHOLARS, AND THROUGH THE DISPLAY AND INTERPRETATION OF ITS EXTRAORDINARY RESOURCES TO THE PUBLIC. 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 SUPPLIES 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 - THE LIBRARY: | THE HUNTINGTON LIBRARY IS ONE OF THE WORLD'S GREAT INDEPENDENT RESEARCH LIBRARIES CONCENTRATED IN THE FIELDS OF BRITISH AND AMERICAN HISTORY, LITERATURE, AND ART AND IN THE HISTORY OF SCIENCE STRETCHING IN TIME FROM THE 11TH CENTURY TO THE PRESENT. AMONG THE COLLECTIONS: 7 MILLION MANUSCRIPTS; 420,000 RARE BOOKS; 275,000 REFERENCE BOOKS; 1.3 MILLION PHOTOGRAPHS, PRINTS, AND EPHEMERA. THE MAIN LIBRARY EXHIBITION HALL SHOWCASES SOME OF THE MOST OUTSTANDING RARE BOOKS AND MANUSCRIPTS IN THE COLLECTION. IT REOPENED IN FALL 2013 AFTER EXTENSIVE RENOVATION AND REINSTALLATION WITH A NEW AND DELIGHTFUL DISPLAY OF LIBRARY TREASURES. THE WEST HALL OF THE LIBRARY PRESENTS TEMPORARY EXHIBITIONS. THE DIBNER HALL OF THE HISTORY OF SCIENCE IS A PERMANENT EXHIBITION ON THE HISTORY OF SCIENCE, FOCUSING ON ASTRONOMY, NATURAL HISTORY, MEDICINE, AND LIGHT. THE 90,000-SQUARE-FOOT MUNGER RESEARCH CENTER PROVIDES STORAGE CAPACITY FOR FURTHER COLLECTIONS DEVELOPMENT, WORK SPACE FOR SCHOLARS AND STAFF, AND FACILITIES FOR CONSERVATION, PRESERVATION, EXHIBITION PREPARATION, DIGITAL IMAGING, AND PHOTOGRAPHY. THE LIBRARY IS OPEN TO SCHOLARS, KNOWN AS READERS, 303 DAYS OF THE YEAR, WITH AN AVERAGE OF 78 SCHOLARS VISITS DAILY. EXHIBITS DURING THE YEAR INCLUDED: * ALBRECHT DURER: MASTER OF THE BLACK LINE * TOPOGRAPHY TO TOURISM: BRITISH LANDSCAPE PRINTS AND DRAWINGS FROM THE HUNTINGTON'S ART COLLECTIONS * SEDUCTION IN STONE: JEAN-ANTOINE HOUDON'S BUST OF MADAME DE VERMENOUX * CROSSING THE ALPS: ARTISTIC EXCHANGE AND THE PRINTED IMAGE IN RENAISSANCE EUROPE |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS - ART: | THE HUNTINGTON ART COLLECTIONS FOCUS ON EUROPEAN ART FROM THE 15TH TO THE EARLY 20TH CENTURY AND AMERICAN ART FROM THE LATE 17TH TO THE MID-20TH CENTURY. THE HOLDINGS CONTINUE TO GROW BY GIFT AND PURCHASE. THE EUROPEAN ART COLLECTIONS INCLUDE ABOUT 420 PAINTINGS, APPROXIMATELY 370 WORKS OF SCULPTURE, MORE THAN 2,500 DECORATIVE ART OBJECTS, AND 20,000 PRINTS AND DRAWINGS. THE AMERICAN ART HOLDINGS NOW NUMBER ABOUT 250 PAINTINGS, 70 WORKS OF SCULPTURE, 1,000 DECORATIVE ART OBJECTS, 8,700 PRINTS AND DRAWINGS, AND 1,800 PHOTOGRAPHS. ACCESS TO THE PUBLIC OF ABOUT 600,000 VISITORS IS PROVIDED THROUGH PERMANENT INSTALLATIONS AND SPECIAL EXHIBITIONS, PUBLICATIONS AND RESEARCH. THE EUROPEAN COLLECTIONS ARE DISPLAYED IN THE HUNTINGTON ART GALLERY, THE ORIGINAL HUNTINGTON RESIDENCE. AMERICAN ART IS ON VIEW IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART WHICH INCLUDES THE ORIGINAL 1984 STRUCTURE AND A 2005 ADDITION, THE LOIS AND ROBERT F. ERBURU GALLERY. SPECIAL EXHIBITIONS ARE PRESENTED IN THE MARYLOU AND GEORGE BOONE GALLELRY. SMALLER, FOCUSED EXHIBITIONS ARE PRESENTED IN THE WORKS ON PAPER ROOM IN THE HUNTINGTON ART GALLERY AND IN THE SUSAN AND STEPHEN CHANDLER WING OF THE SCOTT GALLERIES. THE HUNTINGTON ALSO REGULARLY LOANS ART OBJECTS FOR SPECIAL EXHIBITIONS AT MUSEUMS NATIONALLY AND INTERNATIONALLY. EXHIBITS DURING THE YEAR INCLUDED: * SARGENT CLAUDE JOHNSON: A MASTERPIECE RESTORED * FACE TO FACE: FLANDERS, FLORENCE, AND RENAISSANCE PAINTING * REVISITING THE COTTAGE DOOR: GAINSBOROUGH'S MASTERPIECE IN FOCUS |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS - BOTANICAL: | ENCOMPASSING APPROXIMATELY 120 ACRES OF THE 207-ACRE GROUNDS, THE BOTANICAL GARDENS CONTAIN MORE THAN A DOZEN PRINCIPAL GARDEN AREAS. HIGHLIGHTS * LIU FANG YUAN, THE GARDEN OF FLOWING FRAGRANCE, REFLECTING THE TRADITIONAL STYLE OF SCHOLAR GARDENS IN SUZHOU, CHINA, AND FEATURING 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. THIS INITIAL PHASE OF THE GARDEN COVERS ABOUT 3.5 ACRES OF A PLANNED 12-ACRE SITE. PARTS OF PHASE II HAVE BEEN COMPLETED, AND PLANS AND PREPARATIONS ARE UNDERWAY FOR THE REMAINDER OF THE PROJECT. * THE DESERT GARDEN, ONE OF THE LARGEST OUTDOOR COLLECTIONS OF MATURE CACTI AND SUCCULENTS IN THE WORLD. * THE JAPANESE GARDEN, WITH TRADITIONAL JAPANESE PLANTS, A DRUM BRIDGE, A JAPANESE HOUSE, A WALLED ZEN GARDEN, AN EXPANDED BONSAI COURT, AND A TEAHOUSE AND TEA GARDEN. * THE FRANCES LASKER BRODY BOTANICAL CENTER, FEATURING: * 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. * ADJACENT BOTANICAL CENTER HOUSES LABORATORIES AND CLASSROOMS, PROVIDE LEARNING OPPORTUNITIES IN PLANT SCIENCES AND GARDENING. * THE RANCH, A DEMONSTRATION GARDEN FOR HOLDING WORKSHOPS AND CLASSES ON A RANGE OF TOPICS FOCUSED ON SUSTAINABLE URBAN AGRICULTURE. * ADDITIONAL GARDEN AREAS ARE DEVOTED TO ROSES AND CAMELLIAS, EACH COLLECTION HAVING MORE THAN 1,400 DIFFERENT CULTIVARS. THE CAMELLIA COLLECTION IS CONSIDERED ONE OF THE MOST COMPREHENSIVE IN THE WORLD. * THE HERB, JUNGLE, AUSTRALIAN, SUBTROPICAL, AND PALM GARDENS ARE AMONG OTHER IMPORTANT BOTANICAL ATTRACTIONS. EACH YEAR, THE HUNTINGTON HOSTS BOTANICAL SHOWS, CONFERENCES, LECTURES, AND PLANT SALES THAT FOCUS ON SPECIFIC THEMES; MORE THAN 175 CACTUS AND SUCCULENT ENTHUSIASTS ATTENDED THE ANNUAL DESERT GARDEN FORUM; 70 PARTICIPANTS ATTENDED THE ANNUAL GREAT ROSARIANS OF THE WORLD SYMPOSIUM; 140 PEOPLE ATTENDED THE ANNUAL SUCCULENT PLANTS SYMPOSIUM. THE NORTH AMERICAN CLIVIA SOCIETY SHOW, SOUTHERN CALIFORNIA CAMELLIA SHOW, CALIFORNIA BONSAI SOCIETY SHOW, AISEKI KAI VIEWING STONES SHOW, AND THE CACTUS & SUCCULENT SOCIETY OF AMERICA ANNUAL SHOW ARE HOSTED BY THE HUNTINGTON EACH YEAR AND ARE OPEN TO THE PUBLIC AND ATTENDED BY HUNDREDS OF VISITORS. THE GARDENS ALSO HOSTED MULTIPLE WORKSHOPS INTENDED TO EDUCATE THE PUBLIC AND SPECIALTY PLANT GROWERS ON MANAGEMENT OF TREE PESTS, THE POLYPHAGOUS SHOT-HOLE BORER IN PARTICULAR. THIS YEAR THE GARDENS INITIATED A MUCH STRONGER PROGRAM IN CONSERVATION AND RESEARCH FOCUSING ON PLANT VARIATION, CRYOPRESERVATION AND PROPAGATION, AS WELL AS PRODUCTIVITY IN URBAN SETTINGS. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE HUNTINGTON GOVERNING BODY IS A FIVE MEMBER BOARD OF TRUSTEES. WE ALSO HAVE A BOARD OF OVERSEERS THAT WORK WITH EACH PROGRAM AREA IN MAKING RECOMMENDATIONS TO THE TRUSTEES. SOME OF THE TRUSTEES HAVE A FAMILY RELATIONSHIP WITH SOME OF THE OVERSEERS. THE HUNTINGTON'S PRESIDENT IS A BOARD MEMBER OF A NOT-FOR-PROFIT THAT HAS BEEN ESTABLISHED BY AN OVERSEER. SOME OF THE TRUSTEES AND OVERSEERS WORK FOR ORGANIZATIONS THAT PROVIDE GOODS AND SERVICES TO THE HUNTINGTON. ALL RELATIONSHIPS ARE REVIEWED BY THE AUDIT COMMITTEE ANNUALLY, AND ANY POTENTIAL CONFLICTS OF INTEREST HAVE BEEN ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO THE FILING, THE ENTIRE DRAFT 990 WAS SENT TO ALL TRUSTEES. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED, AND 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 CONTROLLER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST STATEMENTS ARE REQUESTED ANNUALLY FROM ALL TRUSTEES, OVERSEERS AND NON-BOARD MEMBERS' CHAIRS OF ACTIVE COMMITTEES AS WELL AS EMPLOYEES. 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) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NON-PROFIT AND FOR-PROFIT ORGANIZATIONS; AND D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. 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 MAY OR MAY NOT INCLUDE 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.COM |
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (19) | ||||
| FUNDRAISING | CA | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS (19) - CONTINUATION | ||||
| FUNDRAISING | NM | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS (19) - CONTINUATION | ||||
| FUNDRAISING | OR | N/A | T | 0 |
| CHARITABLE REMAINDER TRUSTS (19) - CONTINUATION | ||||
| FUNDRAISING | WA | N/A | T | 0 |
| POOLED INCOME FUND (1) | ||||
| FUNDRAISING | WA | 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 | 0 | 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 |
Comments