2012-05-15T13:18:28-05:00 2011-06-30 GRANT THORNTON LLP ONE CALIFORNIA STREET SUITE 2300 SAN FRANCISCO CA 94111 990 2010-07-01 951644589 Henry E Huntington Library and Art Gallery HENR 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 ALISON D SOWDEN 2012-05-10 true JOE DETRANE 4159863900 2010 2016-02-24 21:20:13Z STEVEN KOBLIK 1151 OXFORD ROAD SAN MARINO CA 91108 498628082 false X WWW.HUNTINGTON.ORG X 1919 CA 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, 5 5 457 1100 -213014 -319474 30744577 177823530 6331280 6354450 14879765 17193012 997039 1128369 52952661 202499361 1678695 1766474 0 0 18544069 19853068 0 0 3178073 24731591 33879085 44954355 55498627 7998306 147000734 386234144 568715654 9714690 9713071 376519454 559002583 X 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 false false 17825492 0 189889 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. 15409344 1766474 442825 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 10210069 0 231948 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. 4687842 0 6632228 48132747 true true false true false false true false true true false false false true true true false false false false false true false true false false false true true false false false false false false false true true true false false false false false false false false true 320 0 true 457 true true true true CJ false false false true true false false false false X 5 5 true false false false false false false true true false false true true true true true true true true true true CA X X ALISON D SOWDEN 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 Loren R Rothschild 10.0 X 0 0 0 Geneva H Thornton 10.0 X 0 0 0 Paul G Haaga Jr 10.0 X 0 0 0 Anne F Rothenberg 10.0 X 0 0 0 Stewart R Smith 10.0 X X 0 0 0 James Folsom 40.0 X 155481 0 16313 David Zeidberg 40.0 X 211351 0 24378 John Murdoch 40.0 X 221407 0 28907 Robert Ritchie 40.0 X 185792 0 19045 Steven Koblik 40.0 X 382734 0 32640 Alison Sowden 40.0 X 225462 0 18877 George Abdo 40.0 X 209670 0 21682 Laurie Sowd 38.0 X 136629 0 18982 deborah johnston 38.0 X 122670 0 4917 mary moser 38.0 X 107967 0 14975 susan turner-lowe 38.0 X 128609 0 8846 robert carter 38.0 X 125225 0 13227 2212997 0 222789 12 false true false 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 5 470200 479275 176874055 14190807 177823530 ADMISSION 900099 3826034 3826034 PROGRAMS 900099 1337877 1337877 FOOD SERVICES 900099 583905 583905 RENTAL INCOME 900099 446580 446580 FEES INCLUDING TOURS 900099 110771 110771 49283 49283 6354450 7270607 -343105 7613712 0 4647 4647 303283863 1362893 294724351 8559512 1362893 9922405 9922405 48350 470200 163109 -114759 -114759 0 2445692 1241261 1204431 1108390 96041 ADVERTISING INCOME 900099 34050 34050 34050 202499361 6878935 -213014 18009910 0 0 1606474 1606474 160000 160000 0 0 1832544 885527 684035 262982 29763 29763 13555009 11592692 634490 1327827 1130231 939630 87042 103559 2157572 1793721 166160 197691 1147949 954360 88406 105183 56457 56457 61036 25945 35091 121272 121272 52400 52400 0 1719867 1719867 378993 310469 49894 18630 34163 32815 1348 2355033 1823358 206132 325543 13676 13587 13 76 3033 3033 2232057 2135803 81934 14320 319284 263046 25070 31168 0 243862 122448 97838 23576 0 0 6396608 6359264 32662 4682 0 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 55498627 48132747 4187807 3178073 46141311 54187084 14632527 19037826 133636 978605 711299 667108 593913 314223 172055320 67696440 102047765 104358880 201313290 367781837 20660403 21390091 386234144 568715654 2602637 3732986 7112053 5980085 9714690 9713071 X 124426207 269885895 134929658 168980843 117163589 120135845 376519454 559002583 386234144 568715654 X 147000734 35482395 X false true true X false X 53086708 44237893 27014932 30744577 177823530 332907640 53086708 44237893 27014932 30744577 177823530 332907640 123219385 209688255 5074551 5462992 4238787 4951062 7618359 27345751 61950 91198 209272 362420 60875 60250 56625 55675 48350 281775 360897586 38534266 0.58102 0.81170 X 2006 2007 2008 2009 2010 Fundraising revenue $60,875 $60,250 $56,625 $55,675 $48,350 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 false false false false false false false false true 52400 52400 false false OTHER ACTIVITIES DESCRIPTION PART II-B, LINE 1I 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. 14125996 X X X X true 260747530 133804647 52120120 11796255 1719867 433156175 235058317 8346075 28125736 9410477 1372121 260747530 290945482 9753459 -53738058 10820941 1081626 235058316 0.38000 0.28000 0.34000 false false 2082008 2082008 111310093 42011994 69298099 34788749 13920887 20867862 13705140 11763559 1941581 10169330 10169330 104358880 0 ASSET RETIREMENT OBLIGATION 326314 OBLIGATIONS UNDER UNITRUST 5653771 5980085 202499361 55498627 147000734 35139290 343105 35482395 182483129 223475452 35139290 1404370 36543660 186931792 1719867 13847702 15567569 202499361 40992323 1404370 1404370 39587953 1719867 14190807 15910674 55498627 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. 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 true false true true true false 0 HUNTINGTON BAL 518550 470200 48350 52312 6575 104222 0 518550 470200 48350 52312 6575 104222 163109 -114759 true support scholars using the library's collection 119 1606474 PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN THE U.S. Part I, Line 2 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. X X X X X true true X X X X X false false false false false false false false false 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 RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS PART I, LINE 1A 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. Paul Haaga - Chair at crmc TRUSTEE 166480 INVESTMENT MANAGEMENT FEES false KERSTIN KOBLIK PRESIDENT'S SPOUSE 29763 EMPLOYEE false DISCLOSURE ON PAUL HAAGA'S POSITION PART IV, LINE 1 MR. PAUL HAAGA'S POSITION AS A TRUSTEE DOES NOT INclude VOTING ON ANY DECISIONS THAT WOULD BENEFIT THE AFFILIATED COMPANY WITH THE HUNTINGTON. X 33 11950761 APPRAISAL 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 29 false false false 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