ISABELLA STEWART GARDNER MUSEUM INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ISABELLA STEWART GARDNER MUSEUM INC (EIN 04-2104334)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201101309349301785
- Schema version
- 2009v1.7
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T13:50:35-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Tofias | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Massachusetts Avenue | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104334 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISABELLA STEWART GARDNER MUSEUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ISAB | NameControl |
| Phone | 6175661401 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PALACE ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | noah schneiderman | Name |
| Title | Chief Financial Officer | Title |
| Phone | 6175661401 | Phone |
| Date Signed | 2011-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Craig Klein | Name |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Anne Hawley | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PALACE ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37356527 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.GARDNERMUSEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 203 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | -87041 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -97672 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 35428935 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34593883 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1284031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1329686 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1305342 | InvestmentIncomePriorYear |
| Investment Income Current Year | 685569 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 324495 | OtherRevenuePriorYear |
| Other Revenue Current Year | 272614 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38342803 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36881752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7517745 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7023943 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 122598 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2058292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5327602 | OtherExpensePriorYear |
| Other Expenses Current Year | 6080675 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12845347 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13227216 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 25497456 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23654536 | RevenuesLessExpensesCY |
| Total Assets BOY | 156886478 | TotalAssetsBOY |
| Total Assets EOY | 233749983 | TotalAssetsEOY |
| Total Liabilities BOY | 3301171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43687797 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 153585307 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 190062186 | NetAssetsOrFundBalancesEOY |
| Mission Description | See Schedule O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3118172 | Expense |
| Revenue | 17043 | Revenue |
| Description | Conservation of a world class collection spanning 30 centuries, including an intense program of treatments to objects of all media on continual display, is augmented by updates to lighting, facilities, and presentation in order to further preserve both the objects and building. Museum conservation experts in all areas employ cutting edge scientific methods and new practices to preserve, protect, and safeguard masterworks for posterity. Curatorial interpretation and scholarship deriving from the collection includes research of the collection's art, furniture, and architecture. The result includes publications such as exhibition catalogues, articles, and presentations, and annual special exhibitions based on the collection and significant new scholarship. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4327355 | Expense |
| Revenue | 1314248 | Revenue |
| Description | One of the nation's longest-running museum music programs (84 years), with approximately 50 concerts serving 10,000 patrons a year; along with an artist-in-residence program and related contemporary exhibitions - all aim at the highest level of artistry and innovation. Annually 6 emerging artists from countries around the world reside at the Gardner for a month to exercise their creative practice, often resulting in projects that are presented at the museum (2 per year). Weekly lectures and monthly evening programs provide ongoing opportunities for visitor learning and engagement. A nationally recognized education program provides public school children with multiple sessions of encounters with art. The museum partners with several underserved schools in the Boston area to promote in-depth learning opportunities with works of art in order to enhance each student's critical thinking skills. As a result, the museum has pioneered a much-lauded program based in a visual thinking strategy which engages the student in looking at art and learning to think through looking. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 961740 | Expense |
| Revenue | 2128 | Revenue |
| Description | An extensive landscape/horticulture program -- with an ever-changing courtyard display that includes nine different plant installations annually, along with outside gardens -- brings the art of horticulture to life as part of the museum experience. The landscape program includes a lecture series and public education on landscape history and design. These public programs explore human interaction with the landscape over time examining issues that spark dialogue around uses of the land for gardens, burials, food production, public space and other topics. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 8407267 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 203 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSS WIGGIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172785112 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PALACE ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| John L Gardner | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Barbara W Hostetter | |||||||
| President | 1.00 | X | X | 0 | 0 | 0 | |
| Stephen Kidder | |||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Gwill York | |||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 | |
| Anita Bekenstein | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John Bertucci | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lisa Blumenthal | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Brian Chu | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| brit d'arbeloff | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Laura DeBonis | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| William P Egan | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| William C Fletcher | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Rev Dr Ray A Hammond | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| William Helman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| john henderson | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Joseph Koerner | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Barbara E Millen | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jane M Pappalardo | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Beth K Pfeiffer | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Marcia Radosevich | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| John S Reed | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| David W Scudder | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anne Hawley | |||||||
| Executive Director | 40.00 | X | 280775 | 0 | 18969 | ||
| Peter Bryant | |||||||
| Chief Operating Officer | 40.00 | X | 176135 | 0 | 16132 | ||
| Noah Schneiderman | |||||||
| Chief Financial Officer | 40.00 | X | 110423 | 0 | 19781 | ||
| Helena Hartnett | |||||||
| Director of Development | 40.00 | 153423 | 0 | 28255 | X | ||
| James Labeck | |||||||
| Director of Operations | 40.00 | 141116 | 0 | 23986 | X | ||
| Alan Chong | |||||||
| Curator of Collection | 40.00 | 109744 | 0 | 16816 | X | ||
| Lisa Bevilaqua | |||||||
| Deputy Dir. of Dev. | 40.00 | 122799 | 0 | 11504 | X | ||
| Anthony Amore | |||||||
| Director of Security | 40.00 | 104809 | 0 | 3618 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1199224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 139061 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| Shawmut Design & Construction | |||||||||
| 560 harrison ave | boston | MA | 02118 | Construction Management | 20588212 | ||||
| Burt Hill | |||||||||
| PO box 360248M | Pittsburgh | PA | 15251 | Architectural Services | 705106 | ||||
| BURO HAPPOLD | |||||||||
| 100 broadway 23rd floor | new york | NY | 10005 | Structural Engineering | 648884 | ||||
| Paratus Group | |||||||||
| 568 broadway suite 602 | new york | NY | 10016 | Project Management | 575378 | ||||
| Renzo Piano Building Workshop | |||||||||
| Architectural Services | 400316 | Via PP Rubens 29 | genova | IT | 16158 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Membership Dues | 329203 | MembershipDues |
| Fundraising Events | 679172 | FundraisingEvents |
| Government Grants | 609124 | GovernmentGrants |
| All Other Contributions | 32976384 | AllOtherContributions |
| Noncash Contributions | 1541499 | NoncashContributions |
| Total Contributions | 34593883 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Admissions/tours/lectu | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1329686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1329686 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1329686 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 568330 | TotalRevenueColumn |
| Unrelated Business Revenue | -87041 | UnrelatedBusinessRevenue |
| Exclusion | $655,371 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79115 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17201 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 61914 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61914 | TotalRevenueColumn |
| Exclusion | $61,914 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 117239 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 117239 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117239 | TotalRevenueColumn |
| Exclusion | $117,239 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 48300 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 679172 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 191487 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -143187 | TotalRevenueColumn |
| Exclusion | -$143,187 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 619974 | GrossSalesOfInventory |
| Cost Of Goods Sold | 266087 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 353887 | TotalRevenueColumn |
| Related Or Exempt Function Income | 353887 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36881752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1683573 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -87041 | UnrelatedBusinessRevenue |
| Exclusion | $691,337 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622215 | Total |
| Program Services | 299744 | ProgramServices |
| Management And General | 322471 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4885816 | Total |
| Program Services | 3361080 | ProgramServices |
| Management And General | 464476 | ManagementAndGeneral |
| Fundraising | 1060260 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525504 | Total |
| Program Services | 286278 | ProgramServices |
| Management And General | 104895 | ManagementAndGeneral |
| Fundraising | 134331 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587230 | Total |
| Program Services | 505964 | ProgramServices |
| Management And General | 36208 | ManagementAndGeneral |
| Fundraising | 45058 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403178 | Total |
| Program Services | 221830 | ProgramServices |
| Management And General | 77258 | ManagementAndGeneral |
| Fundraising | 104090 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1945 | Total |
| Management And General | 1945 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60750 | Total |
| Management And General | 60750 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122598 | Total |
| Fundraising | 122598 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1222399 | Total |
| Management And General | 1222399 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1176226 | Total |
| Program Services | 980220 | ProgramServices |
| Management And General | 32268 | ManagementAndGeneral |
| Fundraising | 163738 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101713 | Total |
| Program Services | 64809 | ProgramServices |
| Fundraising | 36904 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7447 | Total |
| Program Services | 44 | ProgramServices |
| Management And General | 7403 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2784 | Total |
| Program Services | 2784 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182974 | Total |
| Program Services | 1043489 | ProgramServices |
| Management And General | 63429 | ManagementAndGeneral |
| Fundraising | 76056 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229819 | Total |
| Program Services | 215008 | ProgramServices |
| Management And General | 291 | ManagementAndGeneral |
| Fundraising | 14520 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822809 | Total |
| Program Services | 718888 | ProgramServices |
| Management And General | 103749 | ManagementAndGeneral |
| Fundraising | 172 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127211 | Total |
| Management And General | 127211 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| printing & publications | 213183 | 102265 | 4668 | 106250 |
| Miscellaneous Expenses | 212891 | 192211 | 5780 | 14900 |
| Supplies | 199162 | 180940 | 3303 | 14919 |
| Equipment rental/maint. | 159818 | 72915 | 69984 | 16919 |
| catering | 141557 | 52503 | 3557 | 85497 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217987 | Total |
| Program Services | 106295 | ProgramServices |
| Management And General | 49612 | ManagementAndGeneral |
| Fundraising | 62080 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13227216 | Total |
| Program Services | 8407267 | ProgramServices |
| Management And General | 2761657 | ManagementAndGeneral |
| Fundraising | 2058292 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3186582 | BOY |
| EOY | 14032373 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14888962 | BOY |
| EOY | 14313526 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288589 | BOY |
| EOY | 234191 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191662 | BOY |
| EOY | 737115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67992940 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11641257 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30535372 | BOY |
| EOY | 56351683 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57855832 | BOY |
| EOY | 96467554 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48113396 | BOY |
| EOY | 49185480 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1826083 | BOY |
| EOY | 2428061 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156886478 | BOY |
| EOY | 233749983 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3268428 | BOY |
| EOY | 7329922 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32743 | BOY |
| EOY | 15284 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 36342591 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3301171 | BOY |
| EOY | 43687797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35168143 | BOY |
| EOY | 32238070 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71080570 | BOY |
| EOY | 102543513 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47336594 | BOY |
| EOY | 55280603 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153585307 | BOY |
| EOY | 190062186 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156886478 | BOY |
| EOY | 233749983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 8552250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18976503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15274494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35108945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34264680 | CurrentTaxYear |
| Total | 112176872 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8552250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18976503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15274494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35108945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34264680 | CurrentTaxYear |
| Total | 112176872 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 49222678 | AmountsSubstContributorsTotal |
| Public Support Total170 | 62954194 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1521655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1736353 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1429056 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 925289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 647445 | CurrentTaxYear |
| Total | 6259798 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 118436670 | TotalSupport |
| Gross Receipts From Admissions Etc | 11324954 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.53150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 4482944 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84310508 | BeginningOfYearBalance |
| Contributions | 6940050 | Contributions |
| Investment Earnings Or Losses | 12165449 | InvestmentEarningsOrLosses |
| Other Expenditures | 3546654 | OtherExpenditures |
| End Of Year Balance | 99869353 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101311721 | BeginningOfYearBalance |
| Contributions | 3351276 | Contributions |
| Investment Earnings Or Losses | -15672438 | InvestmentEarningsOrLosses |
| Other Expenditures | 4680051 | OtherExpenditures |
| End Of Year Balance | 84310508 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48460 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42490 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181544 | OtherCostOrOtherBasis |
| Book Value | 181544 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50592072 | OtherCostOrOtherBasis |
| Depreciation | 2311463 | Depreciation |
| Book Value | 48280609 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13204324 | OtherCostOrOtherBasis |
| Depreciation | 9329794 | Depreciation |
| Book Value | 3874530 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4015000 | OtherCostOrOtherBasis |
| Book Value | 4015000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 56351683 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| inflation hedging | 5139434 | F |
| marketable alternatives | 40723492 | F |
| non-marketable alternatives | 3322554 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49185480 | TotalOfBookValueSecurities |
| Total Revenue | 36881752 | TotalRevenue |
| Total Expenses | 13227216 | TotalExpenses |
| Excess Or Deficit For Year | 23654536 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12822343 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 12822343 | TotalAdjustments |
| Excess Or Deficit Per FS | 36476879 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 48960059 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12822343 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3588 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 474775 | OtherRevenues |
| Revenue Not Rptd F990 | 13300706 | RevenueNotRptdF990 |
| Revenue Subtotal | 35659353 | RevenueSubtotal |
| Investment Expenses Not Included | 1222399 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1222399 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36881752 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12483180 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3588 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 474775 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 478363 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12004817 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1222399 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1222399 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13227216 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The Isabella Stewart Gardner Museum displays an art collection of world importance, including works that rank among the most significant of their type. Isabella Gardner collected and carefully displayed a collection comprised of some 5,000 objects -- paintings, sculpture, furniture, textiles, drawings, silver, ceramics, illuminated manuscripts, rare books, photographs and letters -- from ancient Rome, Medieval Europe, Renaissance Italy, Asia, the Islamic world and 19th-century France and America. Built to evoke a 15th-century Venetian palace, the Museum building itself provides an atmospheric setting for Isabella Stewart Gardner's inventive creation. Historical and scholarly endeavors at the Isabella Stewart Gardner Museum explore the Museum's permanent collection and the context of Isabella Gardner's time in order to encourage new ways of thinking about art and culture. Exhibitions examine historical and social perspectives of works of art, resulting in an enriching experience for visitors to the Museum. The collection is also a source of inspiration for educators, thinkers, and contemporary artists, and serves as the focus to programs as well as educational and community initiatives. | |
| Part V, Line 4: | The endowments were funded by donors and by the museum's board to provide financial support for specific programs and to ensure the long-term viability of the museum and its mission. | Description of Intended Use of Endowment Funds: |
| Part X: | The Museum is recognized by the Internal Revenue Service as an organization described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes on related income. Accordingly, no provision for income taxes is made in the financial statements. The Museum has determined that its status as a tax exempt entity is not an uncertain tax position within the meaning of generally accepted accounting principles for its open tax years. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 2d - Other Adjustments: | CAFE rental EXPENSES: 17201. MUSEUM SHOP cost of goods sold: 266087. fundraising Event Expenses: 191487. | |
| Part XIII, Line 2d - Other Adjustments: | CAFE rental EXPENSES: 17201. MUSEUM SHOP cost of goods sold: 266087. fundraising Event Expenses: 191487. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | investing | TypeOfActivitiesConducted |
| Total Expenditures | 0 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the wayland group inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | consulting for capital campaign | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 120000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 120000 | TotalRetainedByContractors |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Spring Gala - Concert | NameOfEvent1 |
| Gross Receipts Event1 | 727472 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 679172 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 48300 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 67227 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 26750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 97510 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 727472 | GrossReceiptsTotal |
| Charitable Contributions Total | 679172 | CharitableContributionsTotal |
| Gross Revenue Total Events | 48300 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 67227 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 26750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 97510 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 191487 | DirectExpenseSummaryEvents |
| Net Income Summary | -143187 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anne Hawley | |||||||||||||
| 264275 | 0 | 0 | 0 | 16500 | 0 | 10433 | 0 | 8536 | 0 | 299744 | 0 | 0 | 0 |
| Peter Bryant | |||||||||||||
| 176135 | 0 | 0 | 0 | 0 | 0 | 8886 | 0 | 7246 | 0 | 192267 | 0 | 0 | 0 |
| Helena Hartnett | |||||||||||||
| 153423 | 0 | 0 | 0 | 0 | 0 | 7793 | 0 | 20462 | 0 | 181678 | 0 | 0 | 0 |
| James Labeck | |||||||||||||
| 141116 | 0 | 0 | 0 | 0 | 0 | 7170 | 0 | 16816 | 0 | 165102 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | A housing allowance is provided to the Executive Director, in recognition of the fact that she is the first Executive Director not to be provided living quarters in the Museum. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | mass Health & educational facilities authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | 57586emm0 | CUSIPNumber |
| Date Issued | 2009-11-17 | DateIssued |
| Issue Price | 36444201 | IssuePrice |
| Description Of Purpose | Construction, furnishing, and equipping of a new museum building and | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 36444201 | TotalProceeds |
| Amount In Reserve Fund | 2434560 | AmountInReserveFund |
| Amount Unspent | 8473460 | AmountUnspent |
| Issuance Costs From Proceeds | 506515 | IssuanceCostsFromProceeds |
| Capital Expenditures | 24308688 | CapitalExpenditures |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1541499 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | the museum's broker takes receipt of publicly traded securities donated to the Museum and liquidates them as instructed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 was reviewed and approved by the audit committee and provided to all Trustees for review prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The Governance Committee of the Board of Trustees collects and reviews annual conflict disclosure reports from all Trustees, officers and key employees. Trustees and their families may not serve as paid employees of the museum unless approved in advance by the Board. Trustees, officers and key employees must abstain from discussions and votes on any action where they have actual or potential conflicts of interest. | |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee of the Board of Trustees sets compensation for the executive Director and key employees of the museum. For each position, the Committee uses data based on industry surveys, documented compensation from other similar organizations, expert compensation studies or other comparability based data. compensation is set by independent persons and documented contemporaneously. | |
| Form 990, Part VI, Section C, line 19 | audited financial statements are made available upon request. the museum will consider requests for copies of governing documents and conflict of interest policy. Additionally, the form 990 and audited financial statements are available via the massachusetts attorney general's website and www.guidestar.org. | |
| Schedule K, Part I, column (f) description of purpose (continued): interior renovations to the historic museum building. | ||
| Form 990, Part I, Line 1 & Form 990, Part III, Line 1: | ESTABLISHED BY ITS FOUNDER IN 1903 FOR "THE EDUCATION AND ENJOYMENT OF THE PUBLIC FOREVER," THE ISABELLA STEWART GARDNER MUSEUM CURRENTLY SERVES APPROXIMATELY 180,000 VISITORS PER YEAR THROUGH EXHIBITIONS, PROGRAMS, AND EDUCATIONAL PARTNERSHIPS. HOUSED IN A VENETIAN-INSPIRED BUILDING, THE GARDNER IS HOME TO SOME 5,000 ART OBJECTS, SPANNING 30 CENTURIES, INCLUDING MASTERWORKS BY BOTTICELLI, TITIAN, RAPHAEL, REMBRANDT, DEGAS, AND SARGENT. THESE WORKS AND GARDNER'S LEGACY ARE ILLUMINATED THROUGH SCHOLARLY AS WELL AS CONTEMPORARY EXHIBITIONS; ONE OF THE NATION'S LONGEST-RUNNING MUSEUM MUSIC PROGRAMS; AN ARTIST-IN-RESIDENCE PROGRAM; AND SCHOOL AND COMMUNITY PARTNERSHIPS. AS ADOPTED BY THE BOARD OF TRUSTEES IN 2000, THE ISABELLA STEWART GARDNER MUSEUM'S MISSION IS "TO EXERCISE CULTURAL AND CIVIC LEADERSHIP BY NURTURING A NEW GENERATION OF TALENT IN THE ARTS AND HUMANITIES: BY DELIVERING THE WORKS OF CREATORS AND PERFORMERS TO THE PUBLIC; AND BY REACHING OUT TO INVOLVE AND SERVE ITS COMMUNITY. The collection is at the center of this effort as an inspiring encounter with beauty and art." | Organization's Mission Statement |
| Form 990, schedule r, part iv: | actual trust names have been omitted to protect the privacy of the contributors. such information is available to the irs upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| charitable remainder trust | |||||||||
| 2 palace road | boston | MA | 02115 | charitable trust | MA | N/A | T | 1501878 | 1.00000 |
| charitable remainder trust | |||||||||
| 2 palace road | boston | MA | 02115 | charitable trust | MA | N/A | T | 133711 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |