HENRY E HUNTINGTON LIBRARY & ART GALLERY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HENRY E HUNTINGTON LIBRARY & ART GALLERY (EIN 95-1644589)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349304251
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:18:28-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644589 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry E Huntington Library and Art Gallery | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HENR | NameControl |
| Phone | 6264052150 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALISON D SOWDEN | Name |
| Title | VICE PRESIDENT | Title |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE DETRANE | Name |
| Phone | 4159863900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN KOBLIK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 OXFORD ROAD | AddressLine1 |
| City | SAN MARINO | City |
| State | CA | State |
| ZIP Code | 91108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 498628082 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HUNTINGTON.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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, | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 457 | TotalNbrEmployees |
| Total Nbr Volunteers | 1100 | TotalNbrVolunteers |
| Total Gross UBI | -213014 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -319474 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30744577 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 177823530 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6331280 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6354450 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14879765 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17193012 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 997039 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1128369 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52952661 | TotalRevenuePriorYear |
| Total Revenue Current Year | 202499361 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1678695 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1766474 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18544069 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19853068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3178073 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24731591 | OtherExpensePriorYear |
| Other Expenses Current Year | 33879085 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44954355 | TotalExpensesPriorYear |
| Total Expenses Current Year | 55498627 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7998306 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 147000734 | RevenuesLessExpensesCY |
| Total Assets BOY | 386234144 | TotalAssetsBOY |
| Total Assets EOY | 568715654 | TotalAssetsEOY |
| Total Liabilities BOY | 9714690 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9713071 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 376519454 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 559002583 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 s | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17825492 | Expense |
| Grants | 0 | Grants |
| Revenue | 189889 | Revenue |
| Description | 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, especially in the areas of American and 19th-century British art. 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 240 paintings, 50 works of sculpture, 990 decorative art objects, 8,000 prints and drawings, and 1,800 photographs. Access to the public of about 500,000 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/erburu gallery; and special exhibitions are presented in the MaryLou and George Boone Gallery. The Huntington also regularly loans art objects for special exhibitions at museums nationally and internationally. Exhibits during the year included: * Peter Marino Bronzes * John Frame Sculpture * California Landscapes * 20th Century Printmakers * Taxing Visions: Financial Episodes in Late Nineteenth-Century American Art. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15409344 | Expense |
| Grants | 1766474 | Grants |
| Revenue | 442825 | Revenue |
| Description | 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: Seven million manuscripts; 410,000 rare books; 270,000 reference books; 1.3 million photographs, prints, and ephemera. The Library Exhibition Hall showcases some of the most outstanding rare books and manuscripts in the collection. The West Hall of the Library presents temporary exhibitions. 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 (opened in 2004) doubled the size of the Library. The Center provides storage capacity for further collections development, work space for scholars and staff, classrooms for educational activities, and facilities for conservation, preservation, digital imaging, and photography. The Library is open to scholars, known as readers, 303 days of the year, with an average of 67 Scholar visits daily. Exhibits during the year included: * Seven Years' War * Charles Bukowski | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10210069 | Expense |
| Grants | 0 | Grants |
| Revenue | 231948 | Revenue |
| Description | 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, and five stone bridges 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. Plans and preparations are under way for phase II. * 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, stone ornaments, a walled Zen garden, and a bonsai court. It closes for renovation in April 2011 and will reopen in the spring of 2012 to commemorate its centennial. * 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. The adjacent Botanical Center houses laboratories and classrooms that provide learning opportunities in plant sciences and gardening. * 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 200 cactus and succulent enthusiasts attended the annual Desert Garden Forum; 300 participants attended the annual Great Rosarians of the World symposium; the 8th Annual Clivia show, San Marino League Art Walk, and the annual California Bonsai Society shows were all held at The Huntington this past year. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4687842 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 6632228 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 48132747 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 320 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 457 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALISON D SOWDEN | NamePerson |
| Telephone Number | 6264052150 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Loren R Rothschild | |||||||
| Trustee | 10.0 | X | 0 | 0 | 0 | ||
| Geneva H Thornton | |||||||
| Trustee | 10.0 | X | 0 | 0 | 0 | ||
| Paul G Haaga Jr | |||||||
| Trustee | 10.0 | X | 0 | 0 | 0 | ||
| Anne F Rothenberg | |||||||
| Trustee | 10.0 | X | 0 | 0 | 0 | ||
| Stewart R Smith | |||||||
| Chairman | 10.0 | X | 0 | 0 | 0 | X | |
| James Folsom | |||||||
| Director of Botanical Gardens | 40.0 | 155481 | 0 | 16313 | X | ||
| David Zeidberg | |||||||
| Director of the library | 40.0 | 211351 | 0 | 24378 | X | ||
| John Murdoch | |||||||
| Director of art collections | 40.0 | 221407 | 0 | 28907 | X | ||
| Robert Ritchie | |||||||
| Director of research | 40.0 | 185792 | 0 | 19045 | X | ||
| Steven Koblik | |||||||
| President | 40.0 | 382734 | 0 | 32640 | X | ||
| Alison Sowden | |||||||
| Vice President | 40.0 | 225462 | 0 | 18877 | X | ||
| George Abdo | |||||||
| Vice President | 40.0 | 209670 | 0 | 21682 | X | ||
| Laurie Sowd | |||||||
| VP for Operations | 38.0 | 136629 | 0 | 18982 | X | ||
| deborah johnston | |||||||
| controller | 38.0 | 122670 | 0 | 4917 | X | ||
| mary moser | |||||||
| assc vp advancement | 38.0 | 107967 | 0 | 14975 | X | ||
| susan turner-lowe | |||||||
| vp communications | 38.0 | 128609 | 0 | 8846 | X | ||
| robert carter | |||||||
| director of hr | 38.0 | 125225 | 0 | 13227 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2212997 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 222789 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARCHITECTURAL RESOURCES GROUP INC | |||||
| PIER 9 THE EMBARCADERO STE 107 | SAN FRANCISCO | CA | 94111 | ARCHITECTURAL | 583520 |
| VALLEY CREST LANDSCAPE DEVELOPMENT | |||||
| FILE 57515 | LOS ANGELES | CA | 90074 | LANDSCAPE MAINTENANC | 365036 |
| GREENWOOD CONSTRUCTION | |||||
| 1108 DANTON ROAD | GLENDORA | CA | 91741 | CONSTRUCTION | 254691 |
| FORREST HOPKINS | |||||
| 29935 MAYPATH RD | LITTLEROCK | CA | 93543 | LANDSCAPE MAINTENANC | 126583 |
| MACTEC ENGINEERING CONSULTING IN | |||||
| 7477 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | ENGINEERING | 115678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 470200 | FundraisingEvents |
| Government Grants | 479275 | GovernmentGrants |
| All Other Contributions | 176874055 | AllOtherContributions |
| Noncash Contributions | 14190807 | NoncashContributions |
| Total Contributions | 177823530 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADMISSION | 900099 | 3826034 | 3826034 | |
| PROGRAMS | 900099 | 1337877 | 1337877 | |
| FOOD SERVICES | 900099 | 583905 | $583,905 | |
| RENTAL INCOME | 900099 | 446580 | 446580 | |
| FEES INCLUDING TOURS | 900099 | 110771 | 110771 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49283 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49283 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6354450 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7270607 | TotalRevenueColumn |
| Unrelated Business Revenue | -343105 | UnrelatedBusinessRevenue |
| Exclusion | $7,613,712 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4647 | TotalRevenueColumn |
| Exclusion | $4,647 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 303283863 | Securities |
| Other | 1362893 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294724351 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8559512 | Securities |
| Other | 1362893 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9922405 | TotalRevenueColumn |
| Exclusion | $9,922,405 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48350 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 470200 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 163109 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -114759 | TotalRevenueColumn |
| Exclusion | -$114,759 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2445692 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1241261 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1204431 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1108390 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 96041 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVERTISING INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 34050 | TotalRevenueColumn |
| Unrelated Business Revenue | 34050 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34050 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202499361 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6878935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -213014 | UnrelatedBusinessRevenue |
| Exclusion | $18,009,910 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1606474 | Total |
| Program Services | 1606474 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160000 | Total |
| Program Services | 160000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1832544 | Total |
| Program Services | 885527 | ProgramServices |
| Management And General | 684035 | ManagementAndGeneral |
| Fundraising | 262982 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29763 | Total |
| Management And General | 29763 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13555009 | Total |
| Program Services | 11592692 | ProgramServices |
| Management And General | 634490 | ManagementAndGeneral |
| Fundraising | 1327827 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1130231 | Total |
| Program Services | 939630 | ProgramServices |
| Management And General | 87042 | ManagementAndGeneral |
| Fundraising | 103559 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2157572 | Total |
| Program Services | 1793721 | ProgramServices |
| Management And General | 166160 | ManagementAndGeneral |
| Fundraising | 197691 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1147949 | Total |
| Program Services | 954360 | ProgramServices |
| Management And General | 88406 | ManagementAndGeneral |
| Fundraising | 105183 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56457 | Total |
| Program Services | 56457 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61036 | Total |
| Program Services | 25945 | ProgramServices |
| Management And General | 35091 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121272 | Total |
| Management And General | 121272 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52400 | Total |
| Management And General | 52400 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1719867 | Total |
| Management And General | 1719867 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378993 | Total |
| Program Services | 310469 | ProgramServices |
| Management And General | 49894 | ManagementAndGeneral |
| Fundraising | 18630 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34163 | Total |
| Program Services | 32815 | ProgramServices |
| Fundraising | 1348 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2355033 | Total |
| Program Services | 1823358 | ProgramServices |
| Management And General | 206132 | ManagementAndGeneral |
| Fundraising | 325543 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13676 | Total |
| Program Services | 13587 | ProgramServices |
| Management And General | 13 | ManagementAndGeneral |
| Fundraising | 76 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3033 | Total |
| Program Services | 3033 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2232057 | Total |
| Program Services | 2135803 | ProgramServices |
| Management And General | 81934 | ManagementAndGeneral |
| Fundraising | 14320 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319284 | Total |
| Program Services | 263046 | ProgramServices |
| Management And General | 25070 | ManagementAndGeneral |
| Fundraising | 31168 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243862 | Total |
| Program Services | 122448 | ProgramServices |
| Management And General | 97838 | ManagementAndGeneral |
| Fundraising | 23576 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6396608 | Total |
| Program Services | 6359264 | ProgramServices |
| Management And General | 32662 | ManagementAndGeneral |
| Fundraising | 4682 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACQUISITIONS & COLLECTIONS | 16751330 | 16751330 | ||
| EXHIBITS, PROGRAMS, & EVENTS | 1567477 | 891689 | 51938 | 623850 |
| MAINTENANCE AND REPAIR | 1194667 | 1165482 | 21614 | 7571 |
| PRINTING AND PUBLICATIONS | 377870 | 245617 | 2186 | 130067 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55498627 | Total |
| Program Services | 48132747 | ProgramServices |
| Management And General | 4187807 | ManagementAndGeneral |
| Fundraising | 3178073 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46141311 | BOY |
| EOY | 54187084 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14632527 | BOY |
| EOY | 19037826 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133636 | BOY |
| EOY | 978605 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 711299 | BOY |
| EOY | 667108 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593913 | BOY |
| EOY | 314223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 172055320 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67696440 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102047765 | BOY |
| EOY | 104358880 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201313290 | BOY |
| EOY | 367781837 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20660403 | BOY |
| EOY | 21390091 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386234144 | BOY |
| EOY | 568715654 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2602637 | BOY |
| EOY | 3732986 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7112053 | BOY |
| EOY | 5980085 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9714690 | BOY |
| EOY | 9713071 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124426207 | BOY |
| EOY | 269885895 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134929658 | BOY |
| EOY | 168980843 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117163589 | BOY |
| EOY | 120135845 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376519454 | BOY |
| EOY | 559002583 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386234144 | BOY |
| EOY | 568715654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 147000734 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 35482395 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53086708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44237893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27014932 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30744577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177823530 | CurrentTaxYear |
| Total | 332907640 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53086708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44237893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27014932 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30744577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177823530 | CurrentTaxYear |
| Total | 332907640 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 123219385 | AmountsSubstContributorsTotal |
| Public Support Total170 | 209688255 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5074551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5462992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4238787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4951062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7618359 | CurrentTaxYear |
| Total | 27345751 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 209272 | CurrentTaxYearMinus2Years |
| Total | 362420 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60875 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56625 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55675 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48350 | CurrentTaxYear |
| Total | 281775 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 360897586 | TotalSupport |
| Gross Receipts From Admissions Etc | 38534266 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58102 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81170 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | 2006 2007 2008 2009 2010 Fundraising revenue $60,875 $60,250 $56,625 $55,675 $48,350 | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $52,400 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 52400 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER ACTIVITIES DESCRIPTION | Identifier |
| Return Reference | PART II-B, LINE 1I | ReturnReference |
| Explanation | The Huntington has engaged the services of Townsend Public Affairs, Inc. to consult in the development, review, submittal and advocacy efforts of competitive applications for the priority projects as specified by The Huntington. There is not a significant amount of time spent by either volunteers or compensated workers on lobbying activity. This is the extent of The Huntington's lobbying activities. None of the expenses promote or support a specific candidate's campaign. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 14125996 | RevenuesIncluded |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260747530 | BeginningOfYearBalance |
| Contributions | 133804647 | Contributions |
| Investment Earnings Or Losses | 52120120 | InvestmentEarningsOrLosses |
| Other Expenditures | 11796255 | OtherExpenditures |
| Administrative Expenses | 1719867 | AdministrativeExpenses |
| End Of Year Balance | 433156175 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 235058317 | BeginningOfYearBalance |
| Contributions | 8346075 | Contributions |
| Investment Earnings Or Losses | 28125736 | InvestmentEarningsOrLosses |
| Other Expenditures | 9410477 | OtherExpenditures |
| Administrative Expenses | 1372121 | AdministrativeExpenses |
| End Of Year Balance | 260747530 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 290945482 | BeginningOfYearBalance |
| Contributions | 9753459 | Contributions |
| Investment Earnings Or Losses | -53738058 | InvestmentEarningsOrLosses |
| Other Expenditures | 10820941 | OtherExpenditures |
| Administrative Expenses | 1081626 | AdministrativeExpenses |
| End Of Year Balance | 235058316 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.28000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2082008 | OtherCostOrOtherBasis |
| Book Value | 2082008 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111310093 | OtherCostOrOtherBasis |
| Depreciation | 42011994 | Depreciation |
| Book Value | 69298099 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34788749 | OtherCostOrOtherBasis |
| Depreciation | 13920887 | Depreciation |
| Book Value | 20867862 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13705140 | OtherCostOrOtherBasis |
| Depreciation | 11763559 | Depreciation |
| Book Value | 1941581 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10169330 | OtherCostOrOtherBasis |
| Book Value | 10169330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 104358880 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $326,314 |
| OBLIGATIONS UNDER UNITRUST | $5,653,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5980085 | TotalOfAmounts |
| Total Revenue | 202499361 | TotalRevenue |
| Total Expenses | 55498627 | TotalExpenses |
| Excess Or Deficit For Year | 147000734 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 35139290 | NetUnrealizedGLOnInvestments |
| Other | $343,105 | OtherAmount |
| Total Adjustments | 35482395 | TotalAdjustments |
| Excess Or Deficit Per FS | 182483129 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 223475452 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 35139290 | NetUnrealizedGainsInvestments |
| Other Revenues | 1404370 | OtherRevenues |
| Revenue Not Rptd F990 | 36543660 | RevenueNotRptdF990 |
| Revenue Subtotal | 186931792 | RevenueSubtotal |
| Investment Expenses Not Included | 1719867 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13847702 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 15567569 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 202499361 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40992323 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1404370 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1404370 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39587953 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1719867 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 14190807 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15910674 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 55498627 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F/S FOOTNOTE FOR ART, TREASURES, ETC. | PART III, LINE 1A | 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. 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 $14,190,807 and $6,881,361 in the years ended June 30, 2011 and 2010, 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. |
| Description Of Organization's Collections And How Furthers Exempt Purpose | 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. Each year, The Huntington: 1) Provides more than 1,400 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 $1.5 million in fellowships to scholars for advanced humanities research through a peer-review process; 3) Educates thousands of school children and their teachers in art, history, literature, and botanical science through special tours and programs; 4) Organizes special exhibitions to enhance the visitor experience, interpret the collections, and facilitate learning; and 5) Hosts more than 500,000 visitors. The Huntington has a membership totaling more than 33,000, a volunteer corps of more than 1,000, and a staff of about 350. It is an independent nonprofit organization, supported by gifts and grants from individuals, corporations, foundations, and government agencies and by a private endowment. |
| Intended Uses Of Endowment Fund | Part V, Line 4 | The endowment funds are funds kept in perpetuity, the spending rate from the funds, if not restricted by the donor, are used to support the operations of The Huntington. Restricted endowment funds typically support the specific programs, or acquisitions. |
| Other Changes In Net Assets Or Fund Balances | Schedule D, Part XI, Line 8 | investment income from partnerships........................$ 343,105. |
| Other Revenue Included In F/S But Not Included On Form 990 | Schedule D, Part XII, Line 2d | Cost of goods sold........................................$ 1,241,261. Direct expenses...........................................$ 163,109. Total $ 1,404,370. |
| Other Revenue Included On Form 990 But Not Included In F/S | Schedule D, Part XII, Line 4b | Gifts in kind............................................$ 14,190,807. Partnership investment income.............................$ -343,105. Total $ 13,847,702. |
| Other Expenses And Losses Per Audited F/S | Schedule D, Part XIII, Line 2d | Cost of goods sold........................................$ 1,241,261. Direct expenses...........................................$ 163,109. Total $ 1,404,370. |
| Other expenses Included On Form 990 But Not Included In F/S | Schedule D, Part XIII, Line 4b | Gifts in kind.............................................$ 14,190,807. |
| FIN 48 FOOTNOTE | PART X | 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, 2008 through June 30, 2011 for federal tax purposes and the years ended June 30, 2006 through June 30, 2011 for California tax purposes. There have been no material changes in unrecognized benefits as of June 30, 2011, nor are any material changes anticipated in the twelve months following June 30, 2011. There have been no related tax penalties or interest, which would be classified as a tax expense in the statement of activities. |
Schedule F IRS990ScheduleF
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | East Asia/Pacific | 1 | 2500 | check | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | Europe/Iceland/Greenland | 26 | 92500 | check | NONE | NONE |
| SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION | North America | 5 | 65000 | check | NONE | none |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | 0 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HUNTINGTON BAL | NameOfEvent1 |
| Gross Receipts Event1 | 518550 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 470200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 48350 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 52312 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6575 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 104222 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 518550 | GrossReceiptsTotal |
| Charitable Contributions Total | 470200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 48350 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 52312 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6575 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 104222 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 163109 | DirectExpenseSummaryEvents |
| Net Income Summary | -114759 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | support scholars using the library's collection | TypeOfGrant |
| Number Of Recipients | 119 | NumberOfRecipients |
| Amount Of Cash Grant | 1606474 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN THE U.S. | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Folsom | |||||||||||||
| 153615 | 0 | 0 | 0 | 1866 | 0 | 15362 | 0 | 951 | 0 | 171794 | 0 | 0 | 0 |
| David Zeidberg | |||||||||||||
| 178518 | 0 | 0 | 0 | 32833 | 0 | 16034 | 0 | 8344 | 0 | 235729 | 0 | 0 | 0 |
| John Murdoch | |||||||||||||
| 181113 | 0 | 0 | 0 | 40294 | 0 | 16057 | 0 | 12850 | 0 | 250314 | 0 | 0 | 0 |
| Robert Ritchie | |||||||||||||
| 183958 | 0 | 0 | 0 | 1834 | 0 | 18396 | 0 | 649 | 0 | 204837 | 0 | 0 | 0 |
| Steven Koblik | |||||||||||||
| 337529 | 0 | 0 | 0 | 45205 | 0 | 24500 | 0 | 8140 | 0 | 415374 | 0 | 0 | 0 |
| Alison Sowden | |||||||||||||
| 224648 | 0 | 0 | 0 | 814 | 0 | 14331 | 0 | 4546 | 0 | 244339 | 0 | 0 | 0 |
| George Abdo | |||||||||||||
| 207331 | 0 | 0 | 0 | 2339 | 0 | 20833 | 0 | 849 | 0 | 231352 | 0 | 0 | 0 |
| Laurie Sowd | |||||||||||||
| 136187 | 0 | 0 | 0 | 442 | 0 | 14000 | 0 | 4982 | 0 | 155611 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS | Identifier |
| Return Reference | PART I, LINE 1A | ReturnReference |
| 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Paul Haaga - Chair at crmc | |||
| TRUSTEE | 166480 | INVESTMENT MANAGEMENT FEES | false |
| KERSTIN KOBLIK | |||
| PRESIDENT'S SPOUSE | 29763 | EMPLOYEE | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISCLOSURE ON PAUL HAAGA'S POSITION | Identifier |
| Return Reference | PART IV, LINE 1 | ReturnReference |
| Explanation | MR. PAUL HAAGA'S POSITION AS A TRUSTEE DOES NOT INclude VOTING ON ANY DECISIONS THAT WOULD BENEFIT THE AFFILIATED COMPANY WITH THE HUNTINGTON. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11950761 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Plants | 11 | 14936 | In-house appraISAL |
| X | TABLES & PENJIN | 1 | 9301 | Appraisal |
| X | lodgings | 3 | 27217 | Appraisal |
| X | airfares | 1 | 10385 | Appraisal |
| X | manuscripts | 10 | 54450 | appraisal |
| X | rare books | 15 | 397484 | in-house appraisal |
| X | trade cards | 1 | 1577900 | appraisal |
| X | photo/prints | 11 | 148373 | in-house appraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 29 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Program Service Accomplishments | FORM 990, PART III, LINE 4D | 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 1,400 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 $1.5 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 500,000 visitors. The Huntington has a membership totaling more than 33,000, a volunteer corps of more than 1,000, and a staff of about 350. It is an independent non-profit organization, supported by gifts and grants from individuals, corporations, foundations, and government agencies and by a private endowment. |
| Business or Family Relationship of Officers, Directors, Etc. | Form 990, Part VI, 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 Review Process | Form 990, Part VI, line 11b | PRIOR TO THE FILING, THE ENTIRE DRAFT 990 WAS SENT AS A PDF TO ALL TRUSTEES, WITH A MEMORANDUM CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND DONORS ON GUIDESTAR. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED, AND THE FORM WAS DISCUSSED IN A JOINT MEETING OF THE FINANCE AND AUDIT COMMITTEES. IN ADDITION, AN OUTSIDE CPA FIRM, GRANT THORNTON, REVIEWED THE FORM AND WENT OVER THE FORM IN DETAIL WITH THE CONTROLLER. |
| explanation of monitoring and enforcement of conflicts | form 990, part vi, 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. |
| compensation review & approval process for officers & key employees | form 990, part vi, line 15b | 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. |
| other organization documents publicly available | form 990, part vi, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| other changes in net assets or fund balances | form 990, part xi, line 5 | net unrealized gains or losses on investments.......................$35,139,290 partnerships investment income........343,105 total $35,482,395 |
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