2024-05-15T15:11:01-05:00 2023-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2022-07-01 951644589 HENRY E HUNTINGTON LIBRARY AND ART GALLERY HENR 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 JANET ALBERTI SENIOR VICE PRESIDENT & CFO 6264052150 2024-05-10 1 JANET ALBERTI 999009999 0 NANAZ BENYAMINI P00666808 3104773924 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HUNTINGTON LIBRARY ART MUSEUM & BOTANICAL GARDENS KAREN LAWRENCE 1151 OXFORD ROAD SAN MARINO CA 911081218 986952055 0 X WWW.HUNTINGTON.ORG X 1919 CA SEE SCHEDULE O 7 7 620 1200 3359130 0 68063350 111590162 15439604 16542188 43304786 37659996 2053993 2166336 128861733 167958682 2116401 2048463 0 0 36306716 40419629 0 0 4803560 62426761 51087240 100849878 93555332 28011855 74403350 862313980 960168929 25929770 22437785 836384210 937731144 X THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS SHARES ITS WORLD-RENOWNED COLLECTIONS TO SUPPORT SCHOLARSHIP, FOSTER LEARNING, INSPIRE CREATIVITY, AND OFFER TRANSFORMATIVE EXPERIENCES FOR DIVERSE AUDIENCES. 0 0 23339152 2048462 470303 SEE SCHEDULE O 21368873 448472 SEE SCHEDULE O 15186397 17960799 SEE SCHEDULE O 14362097 102341 ART MUSEUMTHE ART MUSEUM FEATURES BRITISH, EUROPEAN, AMERICAN, AND ASIAN ART SPANNING MORE THAN 500 YEARS AND INCLUDES MORE THAN 45,000 OBJECTS. EXTRAORDINARY EXAMPLES OF DECORATIVE ARTS AND FOLK ART, PAINTINGS, PRINTS AND DRAWINGS, PHOTOGRAPHY, AND SCULPTURE ARE DISPLAYED IN THE HUNTINGTON ART GALLERY (THE ORIGINAL HOME OF HENRY E. AND ARABELLA HUNTINGTON) AND IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART. BOTH BUILDINGS ALSO SHOWCASE SMALLER, TEMPORARY EXHIBITIONS THAT FOCUS ON MASTERWORKS IN THE COLLECTION OR PLACE THE HUNTINGTON'S HISTORIC WORKS IN CONVERSATION WITH CONTEMPORARY ARTISTIC PRACTICE.BRITISH AND EUROPEAN ARTDISPLAYED IN AN EARLY 20TH-CENTURY BEAUX-ARTS RESIDENCE, ONCE THE WINTER HOME OF HENRY E. AND ARABELLA HUNTINGTON, THE BRITISH AND EUROPEAN ART COLLECTION ENCOMPASSES A BROAD RANGE OF STYLES, CULTURES, AND MEDIA, FROM ANTIQUITY TO THE PRESENT DAY. IT FEATURES ONE OF THE MOST SIGNIFICANT HOLDINGS OF BRITISH ART OUTSIDE THE UNITED KINGDOM, INCLUDING ITS FAMOUS COLLECTION OF 18TH-CENTURY GRAND MANNER PORTRAITS, INCLUDING THOMAS GAINSBOROUGH'S THE BLUE BOY, JOSHUA REYNOLDS' SARAH SIDDONS AS THE TRAGIC MUSE, AND THOMAS LAWRENCE'S PINKIE, IMAGES OF OPULENCE THAT CONTINUE TO INSPIRE CONTEMPORARY ARTISTS SUCH AS KEHINDE WILEY. IMPORTANT EXAMPLES OF 19TH-CENTURY BRITISH LANDSCAPE PAINTINGS BY ARTISTS SUCH AS JOHN CONSTABLE AND J. M. W. TURNER ECHO THE LUSH GARDENS OUTSIDE THE GALLERY WALLS, WHILE ONE OF THE LARGEST HOLDINGS OF MATERIAL IN THE WORLD RELATED TO THE ARTS AND CRAFTS DESIGN FIRM WILLIAM MORRIS AND CO. MAKES CLEAR CONNECTIONS WITH THE WORK OF AMERICAN DESIGNERS CHARLES AND HENRY GREENE, ON VIEW IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ARTJUST A SHORT WALK ACROSS THE GROUNDS.VISITORS CAN ALSO DISCOVER A BROAD RANGE OF EUROPEAN ART, FROM ROGIER VAN DER WEYDEN'S TENDER VIRGIN AND CHILD (CA. 1460) TO TOUR-DE-FORCE BRONZE SCULPTURE BY FLEMISH AND ITALIAN MASTERS, SUCH AS GIAMBOLOGNA'S NESSUS AND DEIANIRA (CA. 1575), AND THE GLITTERING LUXURY OF 18TH-CENTURY FRENCH PAINTINGS, SCULPTURE, AND DECORATIVE ART. SELECTIONS FROM THE HUNTINGTON'S HOLDINGS OF OLD MASTER PRINTS AND BRITISH DRAWINGS, INCLUDING ONE OF THE GREATEST COLLECTIONS OF WORK BY VISIONARY BRITISH ARTIST WILLIAM BLAKE, ARE ALSO FREQUENTLY ON VIEW. TEMPORARY INSTALLATIONS BY ARTISTS WORKING TODAY HIGHLIGHT THE RELEVANCE OF HISTORIC ART TO CONTEMPORARY CREATIVITY.AMERICAN ARTTHE HUNTINGTON IS HOME TO 31 GALLERIES OF AMERICAN ART, RANGING FROM THE EARLY COLONIAL PERIOD TO THE PRESENT AND REPRESENTING PAINTING, SCULPTURE, PHOTOGRAPHY, FILM, DECORATIVE ARTS, ARCHITECTURE, AND TEXTILES.IN THE GALLERIES, VISITORS WILL ENCOUNTER AMERICAN FOLK AND SELF-TAUGHT ART; PAINTINGS ABOUT THE URBAN AND RURAL AMERICAN EXPERIENCE; ARTWORKS AND METHODS ROOTED IN INDIGENOUS KNOWLEDGE, INFORMING OUR PRESENCE ON THE ANCESTRAL LANDS OF THE TONGVA AND KIZH NATIONS; AND WORKS THAT REFLECT AMERICAN NATION-BUILDING AND EXPANSION. CONSIDER A POWERFUL MARBLE SCULPTURE OF AN ANCIENT QUEEN OF PALMYRA BY QUEER 19TH-CENTURY SCULPTOR HARRIET GOODHUE HOSMER, A HYPERDETAILED VIEW OF AN ANDEAN PEAK BY HUDSON RIVER SCHOOL PAINTER FREDERIC EDWIN CHURCH, AND A MONUMENTAL CARVED REDWOOD SCREEN BY CALIFORNIA AFRICAN AMERICAN MODERNIST SARGENT CLAUDE JOHNSON. THE ARCHITECTURE AND FURNITURE DESIGNS OF PASADENA ARCHITECTS CHARLES AND HENRY GREENE ARE HIGHLIGHTED, AS ARE WORKS BY FRANK LLOYD WRIGHT, THE HERTER BROTHERS, AND TIFFANY & CO. AMERICAN PAINTINGS BY JOHN SINGLETON COPLEY, THOMAS COLE, EDWARD HOPPER, MIKI HAYAKAWA, MABEL ALVAREZ, AGNES PELTON, CHARLES WHITE, AND ANDY WARHOL GRACE THE GALLERIES, AND EVEN MORE WORKS ON PAPER, TEXTILES, AND PHOTOGRAPHS ARE PART OF THE HOLDINGS. EVERY ARTWORK IN THE COLLECTION REVEALS THE IDIOSYNCRATIC VISION OF AN ARTIST GRAPPLING WITH SOME FACET OF THE BROAD AMERICAN EXPERIENCE. THE GALLERIES ARE ALSO ACTIVATED BY CONTEMPORARY AMERICAN ARTISTS FROM LOS ANGELES AND BEYOND WHO DIALOGUE WITH THE HISTORICAL COLLECTIONS AND THE ACRES OF CULTIVATED GARDENS AND LANDSCAPES RIGHT OUTSIDE THE DOORS.THE HUNTINGTON'S COLLECTION OF AMERICAN ART BEGAN WITH HENRY AND ARABELLA HUNTINGTON'S PURCHASES OF AMERICAN PAINTINGS, SCULPTURE, AND DECORATIVE ARTS TO COMPLEMENT THEIR GROWING LIBRARY HOLDINGS RELATED TO AMERICAN HISTORY. IN 1979, A GIFT OF 50 PAINTINGS FROM THE VIRGINIA STEELE SCOTT FOUNDATION DRAMATICALLY GREW THE COLLECTION, RESULTING IN A SEPARATE BUILDING THAT OPENED IN 1984. THE LOIS AND ROBERT F. ERBURU GALLERY, DESIGNED BY FREDERICK FISHER AND PARTNERS ARCHITECTS, ADDED SIGNIFICANT SPACE TO THE BUILDING IN 2009. IN 2016, EIGHT NEW GALLERIES, ALSO DESIGNED BY FISHER AND PARTNERS, PROVIDED AN EXPANSION TO HOUSE THE JONATHAN AND KARIN FIELDING COLLECTION OF AMERICAN FOLK ART. THE SUSAN AND STEPHEN CHANDLER WING PROVIDES SPACE FOR TEMPORARY EXHIBITIONS, AND THE DOROTHY COLLINS BROWN WING FEATURES WORKS BY CHARLES AND HENRY GREENE, ARCHITECTS OF THE ARTS AND CRAFTS MOVEMENT.ASIAN ARTTHE ASIAN ART COLLECTIONS AT THE HUNTINGTON ARE HETEROGENOUS, RANGING FROM SMALL COLLECTIONS OF CHINESE EXPORT WARES TO RARE CHINESE BOOKS AND PAINTINGS AND JAPANESE CERAMICS. LIKE MANY GILDED AGE COLLECTIONS, THE HUNTINGTON'S ACQUIRED OBJECTS ARE PRIZED FOR THEIR EXOTIC APPEAL, BEAUTY, AND ARTISTRY, EXEMPLIFIED BY OUR RARE YUAN DYNASTY (1271-1368) VASE SET IN FRENCH ORMOLU-STYLE MOUNTS IN THE 18TH CENTURY.MORE RECENTLY, THE HUNTINGTON HAS BUILT ON SUCH EARLY COLLECTIONS WITH THE ACQUISITION OF WORKS RELATED TO THE EAST ASIAN GARDEN ARTS, INCLUDING OBJECTS AND PAINTINGS THAT CONNECT THE ALLIED ARTS OF LITERATURE, PAINTING, MUSIC, THEATER, TEA CULTURE, AND STONE APPRECIATION. HIGHLIGHTS INCLUDE A RARE EARLY EDITION OF THE TEN BAMBOO STUDIO MANUAL OF CALLIGRAPHY AND PAINTING, A MULTI-BLOCK, COLOR-PRINTED PAINTING MANUAL PUBLISHED BETWEEN 1633 AND 1703.THE NEW STUDIO FOR LODGING THE MIND, LOCATED AT THE NORTH END OF THE CHINESE GARDEN, IS A 1,720-SQUARE-FOOT, LIGHT- AND CLIMATE-CONTROLLED GALLERY SPACE SUITABLE FOR THE DISPLAY OF WORKS OF ART, INCLUDING PAPER AND SILK. THE GALLERY'S NAME EVOKES REFLECTIONS ON ART COLLECTING BY THE NORTHERN SONG SCHOLAR SU SHI (1037-1101), WHO FAMOUSLY ARGUED THAT ONE SHOULD TEMPORARILY "LODGE ONE'S MIND" IN TREASURED OBJECTS BUT SHOULD NEVER BECOME SO ATTACHED TO THEM THAT ONE BECOMES CONTROLLED BY THEM. EXHIBITS DURING THE YEAR FOR OTHER PROGRAMS INCLUDED:* ANDREW RAFTERY: THE AUTOBIOGRAPHY OF A GARDEN* GHETTO FILM SCHOOL* BORDERLANDS* METHOD AND MATERIAL: TEMPERA PAINTING IN FOCUS* MINEO MIZUNO* GEE'S BEND: SHARED LEGACY* INSPIRING WALT DISNEY: THE ANIMATION OF FRENCH DECORATIVE ARTS* THE HILTON ALS SERIES: NJIDEKA AKUNYILI CROSBY 14362097 102341 74256519 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 337 0 1 620 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JANET ALBERTI 6264052150 1151 OXFORD ROAD SAN MARINO CA 911081218 GREGORY A PIESCHALA CHAIRMAN 10.00 X X 0 0 0 ANDREW BARTH TRUSTEE 10.00 X 0 0 0 CHRISTINE BENDER TRUSTEE 10.00 X 0 0 0 SIMON KC LI TRUSTEE 10.00 X 0 0 0 J MARIO MOLINA TRUSTEE 10.00 X 0 0 0 WENDY MUNGER TRUSTEE 10.00 X 0 0 0 MEI-LEE NEY TRUSTEE 10.00 X 0 0 0 KAREN LAWRENCE PRESIDENT 40.00 X 569392 0 125780 JANET ALBERTI SVP & CFO 40.00 X 432246 0 40831 RANDY SHULMAN SVP - ADV & EXT RELATIONS 40.00 X 321669 0 33783 SANDRA BROOKE GORDAN DIRECTOR - LIBRARY 40.00 X 268702 0 33517 THOMAS POLANSKY VP - OPERATIONS & FACILITIES 40.00 X 217956 0 53464 NICOLE CAVENDER DIRECTOR - BOTANICAL GARDENS 40.00 X 233163 0 123031 STEVE HINDLE THRU 8122 DIRECTOR - RESEARCH 40.00 X 230219 0 36077 CHRISTINA NIELSEN DIRECTOR - ART MUSEUM 40.00 X 267294 0 41004 RONALD GALLES AVP & CONTROLLER 40.00 X 245371 0 60492 MISTY BENNETT CHRO 40.00 X 228965 0 60183 HEATHER HART VP - DIGITAL & TECHNOLOGY 40.00 X 208029 0 28414 3223006 0 636576 11 0 1 0 SNYDER LANGSTON LLC 17962 COWAN IRVINE CA 92614 CONTRACTOR SERVICES 1667222 DMC STAFF LLC 1817 N FULLER AVENUE STE 102 LOS ANGELES CA 90046 STAFFING SERVICES 539121 TOWN AND COUNTRY EVENT RENTALS 7725 AIRPORT BUSINESS PARK WAY VAN NUYS CA 91406 EVENT DECOR & RENTALS 307613 SAMUEL ANDERSON ARCHITECTS 307 W 38TH ST STE 1901 NEW YORK NY 10018 CONTRACTOR SERVICES 211928 IMAGES BY LIGHTING LLC 5335 W 102ND STREET LOS ANGELES CA 90045 CONTRACTOR SERVICES 211104 5 X 925774 227688 110436700 5947189 111590162 ADMISSION 900099 11343717 11343717 RENTAL INCOME 900099 1591771 1591771 PROGRAMS 900099 1558345 1558345 FOOD SERVICES 900099 1237296 1237296 BON APPETIT AMORTIZATI 900099 479471 479471 331588 221851 109737 16542188 15028906 3197351 11831555 838110666 93291 815572867 0 22537799 93291 22631090 22631090 73300 925774 508470 -435170 -435170 5513542 2912036 2601506 2439727 161779 167958682 17155411 3359130 35853979 1528036 1528036 520427 520427 2552023 924780 1226919 400324 88775 88775 28316380 23356529 2883997 2075854 2187467 2061469 92092 33906 5083423 4790618 214012 78793 2191561 2065327 92265 33969 1480391 50439 1389570 40382 215808 3000 212808 37204 37204 4165476 4165476 5347419 3809305 1242359 295755 288464 258154 22451 7859 5442919 3626270 582009 1234640 2162420 1373153 364175 425092 3618257 3373038 192356 52863 644069 590535 38833 14701 176103 149206 22020 4877 13046070 12662864 306134 77072 1072123 1844 1070043 236 ACQUISITIONS & COLLECTI 8964319 8924269 40050 MAINTENANCE & REPAIRS 4426198 4061277 337684 27237 93555332 74256519 14495253 4803560 5181266 2634446 109750672 133213828 22746736 13718785 627050 991492 896373 1111867 419012 1057703 323713161 199788805 124324551 123924356 569220845 655356804 29147475 28159648 862313980 960168929 14251343 12261286 11678427 10176499 25929770 22437785 X 390311354 410220356 446072856 527510788 836384210 937731144 862313980 960168929 X 74403350 26943595 -11 X 0 1 X 1 0 X 34042787 49096413 52651253 68063350 111590162 315443965 34042787 49096413 52651253 68063350 111590162 315443965 78967620 236476345 10730169 11811391 15400326 9611588 11831555 59385029 63018 3273093 3336111 196328 196328 378361433 77053048 0.62500 0.75770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2018 AMOUNT: $ 196,328. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 37204 37204 0 PART II-B, LINE 1: EDUCATE/ADVOCATE BEFORE STATE GOVERNMENT TO PROTECT THE ASSETS OF THE HUNTINGTON BOTANICAL GARDENS FROM HARMFUL STATE WATER CONSERVATION EMERGENCY PROCLAMATIONS AND REGULATORY ACTIONS. 2898590 X X X X 1 639700488 60552888 61328550 29299220 4165476 728117230 746844432 10816524 -88068662 25473986 4417820 639700488 564258055 12284871 197868145 23392225 4174414 746844432 524858675 18477291 46692366 22357241 3413036 564258055 504275546 3107306 42506068 22470358 2559887 524858675 0.36000 0.25000 0.39000 0 0 2082008 2082008 200930912 122923444 78007468 80260983 52164999 28095984 23413443 22157191 1256252 17025815 2543171 14482644 123924356 OBLIGATIONS UNDER UNITRUST 10176499 10176499 X 191234663 26943595 3420506 30364101 160870562 4165476 2922644 7088120 167958682 89887718 3420506 3420506 86467212 4165476 2922644 7088120 93555332 PART III, LINE 1A: BASED ON THE HUNTINGTON ELECTION UNDER FASB 116, THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE HUNTINGTON'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. HOWEVER, THE HUNTINGTON, FOR PURPOSES OF THE INFORMATION RETURN (990 AND RELATED) REPORTED THE COLLECTIONS ACQUIRED THROUGH CONTRIBUTIONS AS INCOME REVENUES AND OFFSET BY EXPENSES. THE AMOUNT IS SHOWN AS A RECONCILING ITEM BETWEEN THE GAAP FINANCIALS AND THE INFORMATION RETURN FINANCIALS. COLLECTIONS ITEMS ARE EXPENSED WHEN PURCHASED. CONTRIBUTED COLLECTIONS ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE ESTIMATED FAIR VALUE OF CONTRIBUTED COLLECTIONS ITEMS AMOUNTED TO $2,900,000 AND $5,700,000 FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY. THE HUNTINGTON CONTINUALLY REVIEWS ITS COLLECTIONS AND MAY DEACCESSION OR ACQUIRE ADDITIONAL ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DEACCESSIONING TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. DURING FISCAL YEAR 2023 AND 2022, THERE WERE NO ITEMS DEACCESSIONED AT AUCTION. ANY PROCEEDS WOULD BE RESTRICTED FOR FUTURE ACQUISITIONS OF ART. PART III, LINE 4: THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC. THE LIBRARY'S COLLECTION CONSISTS OF RARE BOOKS AND MANUSCRIPTS IN THE FIELDS OF BRITISH AND AMERICAN HISTORY AND LITERATURE. IT ALSO INCLUDES COLLECTION OF MATERIALS THAT SPAN THE FULL RANGE OF AMERICAN WESTERN SETTLEMENT, INCLUDING THE OVERLAND PIONEER EXPERIENCE, THE GOLD RUSH, AND THE DEVELOPMENT OF SOUTHERN CALIFORNIA. THE ART MUSEUM FEATURES BRITISH, EUROPEAN, AMERICAN, AND ASIAN ART SPANNING MORE THAN 500 YEARS AND INCLUDES MORE THAN 45,000 OBJECTS. EXTRAORDINARY EXAMPLES OF DECORATIVE ARTS AND FOLK ART, PAINTINGS, PRINTS AND DRAWINGS, PHOTOGRAPHY, AND SCULPTURE ARE DISPLAYED IN THE HUNTINGTON ART GALLERY (THE ORIGINAL HOME OF HENRY E. AND ARABELLA HUNTINGTON) AND IN THE VIRGINIA STEELE SCOTT GALLERIES OF AMERICAN ART. THE BOTANICAL GARDENS ENCOMPASS APPROXIMATELY 130 ACRES OF THE 207-ACRE GROUNDS, MORE THAN A DOZEN SPECTACULAR THEMED GARDENS. EACH YEAR, THE HUNTINGTON: 1) PROVIDES NEARLY 2,000 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUSCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, AND DECORATIVE ARTS. 2) AWARDS $1.3 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH. 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. 5) HOSTS MORE THAN 1,000,000 VISITORS. PART V, LINE 4: THE RESTRICTED ENDOWMENT FUNDS ARE USED FOR A SPECIFIC PURPOSE DESIGNATED BY THE DONOR, AND THE CORPUS IS HELD IN PERPETUITY. THE RESTRICTED SPEND RATE DISTRIBUTION IS TYPICALLY USED TO SUPPORT A SPECIFIC PROGRAM, EVENT OR ACQUISITION. THE UNRESTRICTED ENDOWMENT FUND SPEND RATE DISTRIBUTION IS USED TO SUPPORT THE OPERATIONS OF THE HUNTINGTON. PART X, LINE 2: THE HUNTINGTON IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE HUNTINGTON HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE HUNTINGTON HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE HUNTINGTON HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE HAVE BEEN NO MATERIAL RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,912,036. FUNDRAISING EVENT EXPENSES 508,470. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 2,922,644. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,912,036. FUNDRAISING EVENT EXPENSES 508,470. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH GIFTS 2,922,644. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 76057040 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 14833351 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANT 343893 NORTH AMERICA GRANT 84750 ASIA GRANT 14875 SOUTH AMERICA GRANT 76909 0 0 0 0 0 0 91410818 0 91410818 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION EUROPE/ICELAND/GREEN 37 343893 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION ASIA 4 14875 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION NORTH AMERICA 6 84750 CHECK NONE NONE SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION SOUTH AMERICA 3 76909 CHECK NONE NONE 1 0 1 1 1 0 PART I, LINE 2: THE HUNTINGTON ASSEMBLED FOUR SEPARATE EXTERNAL PEER REVIEW COMMITTEES, MOSTLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS RESEARCH FELLOWSHIPS: ONE FOR LONG-TERM FELLOWSHIPS, ONE FOR THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND TWO FOR SHORT-TERM FELLOWSHIPS (FOR PERIODS BETWEEN ONE AND FIVE MONTHS). ALL THE COMMITTEE MEMBERS HAVE A DISTINGUISHED RECORD OF SCHOLARLY ACHIEVEMENT AND PUBLICATIONS IN THEIR FIELD. THE COMMITTEE THAT SELECTED THE FELLOWS IN THE DIBNER PROGRAM CONSISTED OF FIVE HISTORIANS IN THE FIELDS OF SCIENCE, TECHNOLOGY, AND MEDICINE. THREE COMMITTEE MEMBERS ALSO SPECIALIZED IN OTHER FIELDS WHICH BROADENED THE DECISION-MAKING DURING THE MEETING. EACH OF THE OTHER THREE COMMITTEES HAD REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE SELECTED PEER REVIEWERS WHO HAD A BROAD OVERVIEW OF THEIR FIELD AND WHO WERE COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE COMMITTEES' DECISIONS, BASED ON THE EVALUATION AND DISCUSSION OF THE APPLICATIONS, WERE INDEPENDENT, AND FELLOWSHIPS WERE AWARDED BASED ON THE PEER REVIEWERS' EXPERTISE AND CONSIDERING THE HUNTINGTON'S COMMITMENT TO INCLUSIVE EXCELLENCE. THE DIRECTOR OF RESEARCH CHAIRED THE SELECTION COMMITTEE MEETINGS BUT DID NOT VOTE. AT THE END OF THE AWARD PERIOD EACH LONG-TERM FELLOW IS REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLICATIONS (ESPECIALLY MONOGRAPHS) THAT ARE INFORMED BY THEIR RESEARCH: A COPY OF THE BOOK IS REQUESTED BUT NOT REQUIRED. PART III ACCOUNTING METHOD: 0 HUNTINGTON BALL 999074 925774 73300 128440 380030 999074 925774 73300 128440 380030 508470 -435170 1 SUPPORT SCHOLARS USING THE LIBRARY'S COLLECTION 109 1528036 PART I, LINE 2: THE HUNTINGTON ASSEMBLED FOUR SEPARATE EXTERNAL PEER REVIEW COMMITTEES, MOSTLY FULL PROFESSORS FROM RESEARCH UNIVERSITIES, TO AWARD ITS RESEARCH FELLOWSHIPS: ONE FOR LONG-TERM FELLOWSHIPS, ONE FOR THE DIBNER PROGRAM IN THE HISTORY OF SCIENCE (BOTH LONG- AND SHORT-TERM FELLOWSHIPS), AND TWO FOR SHORT-TERM FELLOWSHIPS (FOR PERIODS BETWEEN ONE AND FIVE MONTHS). ALL OF THE COMMITTEE MEMBERS MUST HAVE A DISTINGUISHED RECORD OF SCHOLARLY ACHIEVEMENT AND PUBLICATIONS IN THEIR FIELD. THE COMMITTEE THAT SELECTS THE FELLOWS IN THE DIBNER PROGRAM CONSISTS OF FIVE HISTORIANS IN THE FIELDS OF SCIENCE, TECHNOLOGY, AND MEDICINE. THREE COMMITTEES MEMBERS ALSO SPECIALIZED IN OTHER FIELDS WHICH BROADENED THE DECISION-MAKING DURING THE MEETING. EACH OF THE OTHER THREE COMMITTEES HAD REPRESENTATIVES FROM EACH OF THE FOLLOWING FIELDS: AMERICAN HISTORY, AMERICAN LITERATURE, BRITISH HISTORY, BRITISH LITERATURE, AND ART HISTORY. WE SELECTED PEER REVIEWERS WHO HAD A BROAD OVERVIEW OF THEIR FIELD AND WHO WERE COMMITTED TO A NARROW AGENDA OF SCHOLARSHIP. THE COMMITTEES' DECISIONS, BASED ON THE EVALUATION AND DISCUSSION OF THE APPLICATIONS, WERE INDEPENDENT, AND FELLOWSHIPS WERE AWARDED ON PEER REVIEWERS' EXPERTISE AND CONSIDERING THE HUNTINGTON'S COMMITMENT TO INCLUSIVE EXCELLENCE. THE DIRECTOR OF RESEARCH CHAIRED SELECTION COMMITTEE MEETINGS BUT DID NOT VOTE. AT THE END OF THE AWARD PERIOD EACH LONG-TERM FELLOW IS REQUESTED TO KEEP THE HUNTINGTON INFORMED OF THE PUBLICATIONS (ESPECIALLY MONOGRAPHS) THAT ARE INFORMED BY THEIR RESEARCH: A COPY OF THE BOOK IS REQUESTED BUT NOT REQUIRED. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 KAREN LAWRENCE PRESIDENT 569392 0 0 0 0 0 39400 0 86380 0 695172 0 0 0 JANET ALBERTI SVP & CFO 432246 0 0 0 0 0 24400 0 16431 0 473077 0 0 0 NICOLE CAVENDER DIRECTOR - BOTANICAL GARDENS 233163 0 0 0 0 0 18653 0 104378 0 356194 0 0 0 RANDY SHULMAN SVP - ADV & EXT RELATIONS 321669 0 0 0 0 0 24400 0 9383 0 355452 0 0 0 CHRISTINA NIELSEN DIRECTOR - ART MUSEUM 267294 0 0 0 0 0 14664 0 26340 0 308298 0 0 0 RONALD GALLES AVP & CONTROLLER 245371 0 0 0 0 0 19630 0 40862 0 305863 0 0 0 SANDRA BROOKE GORDAN DIRECTOR - LIBRARY 268702 0 0 0 0 0 21496 0 12021 0 302219 0 0 0 MISTY BENNETT CHRO 228965 0 0 0 0 0 19350 0 40833 0 289148 0 0 0 THOMAS POLANSKY VP - OPERATIONS & FACILITIES 217956 0 0 0 0 0 17437 0 36027 0 271420 0 0 0 STEVE HINDLE THRU 8122 DIRECTOR - RESEARCH 230219 0 0 0 0 0 18418 0 17659 0 266296 0 0 0 HEATHER HART VP - DIGITAL & TECHNOLOGY 208029 0 0 0 0 0 16950 0 11464 0 236443 0 0 0 PART I, LINE 1A PER THE EMPLOYMENT CONTRACT FOR THE PRESIDENT, AND EMPLOYMENT LETTERS 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 PRESIDENT'S PERSONAL-USE PORTION OF THE ON-CAMPUS RESIDENCE HAS BEEN INCLUDED IN COLUMN D OF PART II OF SCHEDULE J AS PART OF NONTAXABLE FRINGE BENEFITS. IN CONNECTION WITH THE PRESIDENT'S SERVICES TO THE HUNTINGTON, THE PRESIDENT'S SPOUSE MAY, ON OCCASION, TRAVEL FOR BUSINESS PURPOSES WITH HER/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. AN AUTOMOBILE ALLOWANCE IS PROVIDED TO THE PRESIDENT AND REPORTED AS TAXABLE INCOME AS PER THE EMPLOYMENT CONTRACT. MONA SHULMAN VP'S SPOUSE 88775 EMPLOYEE 0 PART IV, LINE 1 MONA SHULMAN IS RANDY SHULMAN'S SPOUSE, SENIOR VICE PRESIDENT FOR ADVANCEMENT AND EXTERNAL RELATIONS. THE TRANSACTION AMOUNTS INCLUDE SALARIES AND BENEFITS TO THE EMPLOYEE. X 18 1520214 APPRAISAL X 38 3024545 FMV X MANUSCRIPTS 1 1370775 APPRAISAL X 50 CASES WINES 1 16704 APPRAISAL X RARE BOOKS 1 7500 APPRAISAL X 30 CASES MOET 1 7350 APPRAISAL X GENERAL BOOKS 84 84 ESTIMATE X PLANTS 17 17 ESTIMATE 0 1 1 PART I, LINE 32B: THE HUNTINGTON USES A BROKER TO SELL STOCK GIFTS. FORM 990, PART I, LINE I, ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES: THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS SHARES ITS WORLD-RENOWNED COLLECTIONS TO SUPPORT SCHOLARSHIP, FOSTER LEARNING, INSPIRE CREATIVITY, AND OFFER TRANSFORMATIVE EXPERIENCES FOR DIVERSE AUDIENCES. THE COLLECTIONS THE HUNTINGTON HAS ASSEMBLED PRIMARY MATERIALS, ART OBJECTS, AND LIVING COLLECTIONS WHICH REFLECT THE DEVELOPMENT OF WESTERN CULTURE, FROM THE NINTH CENTURY TO THE PRESENT. THESE COLLECTIONS EMBODY THE DIVERSE AND INTERWOVEN CONTRIBUTIONS OF MANY CULTURES, PEOPLES, AND NATIONS. THE HUNTINGTON'S HOLDINGS OF RARE BOOKS, MANUSCRIPTS, ART OBJECTS, AND BOTANICAL SPECIMENS SPEAK TO OUR CONTEMPORARY AUDIENCES BECAUSE THEY REVEAL THE COMPLEXITY OF THE HUMAN EXPERIENCE. STEWARDSHIP WITH ITS OUTSTANDING COLLECTIONS IN THE ARTS, HUMANITIES, AND BOTANICAL SCIENCES, THE HUNTINGTON HAS THE RESPONSIBILITY TO PRESERVE AND PROTECT FOR POSTERITY MR. HUNTINGTON'S LEGACY AND TO INSURE ITS GROWTH AND FINANCIAL HEALTH. STEWARDSHIP EXTENDS AS WELL TO THE BUILDINGS, GROUNDS, AND INFRASTRUCTURE OF THE INSTITUTION, NOT ONLY BECAUSE THEY PROTECT THE COLLECTIONS AND FACILITATE THEIR USE, BUT BECAUSE MR. HUNTINGTON'S ESTATE IS AN IMPORTANT HISTORICAL DOCUMENT OF GREAT SIGNIFICANCE TO THE PUBLIC AND TO THE UNDERSTANDING OF THE HISTORY OF SOUTHERN CALIFORNIA. THE HUNTINGTON'S COMMUNITIES THE HUNTINGTON IS A HUB FOR COMMUNITIES WHOSE BOUNDARIES EXTEND FROM LOCAL TO THE INTERNATIONAL. AS A LOCAL INSTITUTION, IT SERVES SCHOOLCHILDREN, FAMILIES, AND SCHOLARS WITH A BROAD ARRAY OF PROGRAMS CENTERED IN THE COLLECTIONS. TO THE NATIONAL AND INTERNATIONAL COMMUNITIES, THE HUNTINGTON SERVES AS A HAVEN FOR INDEPENDENT SCHOLARSHIP AND AS A REPOSITORY FOR A BROAD FUND OF KNOWLEDGE REPRESENTED IN THE COLLECTIONS. ONE OF THE HUNTINGTON'S GREAT STRENGTHS, HOWEVER, IS THE RECIPROCAL NATURE OF ITS RELATIONSHIP WITH ITS COMMUNITIES. VOLUNTEERS PROVIDE LEADERSHIP, STEWARDSHIP, AND RESOURCES. SCHOLARS BRING THEIR OWN INTELLECTUAL DEPTH AND DIVERSE INTERPRETATIONS TO THE COLLECTIONS. STAFF SUPPLY EXPERTISE AND ENERGY, AND VISITORS BRING CURIOSITY, EXPECTATIONS, AND EXPERIENCES WHICH CHALLENGE THE HUNTINGTON TO THE GREATER FULFILLMENT OF ITS MISSION. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: LIBRARY DIVISION THE HUNTINGTON LIBRARY IS ONE OF THE WORLD'S GREATEST INDEPENDENT RESEARCH LIBRARIES, HOLDING SOME 12 MILLION ITEMS CULTURAL TREASURES THAT SPAN THE 11TH THROUGH 21ST CENTURIES. THESE EXTRAORDINARY AND DIVERSE MATERIALS OVER 95% OF WHICH ARE RARE AND SPECIAL COLLECTIONS ARE CENTERED ON 14 INTERSECTING COLLECTION STRENGTHS: AMERICAN HISTORY; BRITISH HISTORY; HISTORY OF SCIENCE, TECHNOLOGY AND MEDICINE; LITERATURE IN ENGLISH; MEDIEVAL MANUSCRIPTS; EARLY PRINTED BOOKS; CALIFORNIA HISTORY AND CULTURE; HISTORY OF THE AMERICAN WEST; HISPANIC HISTORY AND CULTURE; PHOTOGRAPHY; MAPS AND ATLASES; PRINTS, POSTERS, AND EPHEMERA; ARCHITECTURE; AND PACIFIC RIM HISTORY AND CULTURE. THE LIBRARY'S COLLECTIONS ENCOMPASS: 8.9 MILLION MANUSCRIPTS; 450,000 RARE BOOKS; 420,000 REFERENCE BOOKS; 900,000 PRINTS AND EPHEMERA, 800,000 PHOTOGRAPHS, AND OVER 6 TERABYTES OF DIGITAL COLLECTIONS. HAILING FROM SOME 30 COUNTRIES, 2,200 RESEARCHERS MAKE MORE THAN 14,000 IN-PERSON VISITS TO STUDY RARE COLLECTIONS IN THE LIBRARY'S READING ROOMS EACH YEAR. SOME 300,000 TOUR THE LIBRARY'S EXTENSIVE EXHIBITION HALLS IN SAN MARINO. OVER 7,500 UTILIZE THE LIBRARY'S VIRTUAL REFERENCE AND VIRTUAL READING ROOM SERVICES, AND MORE THAN 3 MILLION MAKE USE OF ITS VIRTUAL RARE BOOK AND MANUSCRIPT COLLECTIONS. EIGHTY-FIVE LIBRARY STAFF MEMBERS PLAY A CRITICAL ROLE IN CULTIVATING AND EXPANDING ACCESS TO THE COLLECTIONS, CREATING NEW OPPORTUNITIES FOR DISCOVERY AND ENGAGEMENT, AND ENSURING THAT COLLECTIONS ARE PRESERVED FOR THE FUTURE. THAT INCLUDES A TEAM OF NINE PROFESSIONAL BOOK, PAPER, AND PAINTINGS CONSERVATORS WHO CARRY OUT THOUSANDS OF HOURS OF COLLECTIONS TREATMENT ANNUALLY FOR LIBRARY AND ART COLLECTIONS. THE THREE LIBRARY EXHIBITION HALLS, WITH A COMBINED 9,000 SQUARE FEET OF DEDICATED SPACE, SHOWCASE SOME OF THE MOST OUTSTANDING MATERIALS IN THE COLLECTION. THE MAIN HALL FEATURES A ROTATING EXHIBITION OF SOME 150 RARE ITEMS GROUPED THEMATICALLY AROUND 12 ICONIC WORKS LIKE THE GUTENBERG BIBLE AND THOREAU'S WALDEN MANUSCRIPTS. THE 90,000-SQUARE-FOOT MUNGER RESEARCH CENTER PROVIDES WORKSPACE FOR SCHOLARS AND STAFF, AND FACILITIES FOR CONSERVATION AND DIGITAL IMAGING, AS WELL AS COLLECTIONS STORAGE. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE LIBRARY READING ROOMS WERE OPEN TO RESEARCHERS FOR 291 DAYS, WITH AN AVERAGE OF 50 READERS PER DAY. EXHIBITS DURING THE YEAR FOR THE LIBRARY AND RESEARCH INCLUDED: * REMARKABLE WORKS, REMARKABLE TIMES * STORIES AND VOICES FROM L.A. CHINATOWN * PRINTED IN 1085: THE CHINESE BUDDHIST CANON FROM THE SONG DYNASTY FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: BOTANICAL DIVISON ENCOMPASSING APPROXIMATELY 130 ACRES OF THE 207-ACRE GROUNDS, THE BOTANICAL GARDENS COMPRISE MORE THAN A DOZEN SPECTACULAR THEMED GARDENS. HIGHLIGHTS * LIU FANG YUAN, THE GARDEN OF FLOWING FRAGRANCE, REFLECTS THE TRADITIONAL STYLE OF SCHOLAR GARDENS IN SUZHOU, CHINA, AND FEATURES A 1.5-ACRE LAKE, A COMPLEX OF PAVILIONS, A TEAHOUSE AND TEA SHOP, STONE BRIDGES AND WATERFALLS SET AGAINST A WOODED BACKDROP OF MATURE OAKS AND PINES. THE GARDEN'S FINAL PHASE INCLUDES NEW PAVILIONS, A RESTAURANT, AND AN EXHIBITION COMPLEX. AT MORE THAN 15 ACRES, THE GARDEN IS ONE OF THE LARGEST CLASSICAL-STYLE CHINESE GARDENS IN THE WORLD. * THE JAPANESE GARDEN, SET ALONG A CANYON TO THE SOUTH OF THE CHINESE GARDEN, COMPRISES A TRADITIONAL JAPANESE HOUSE, A MOON BRIDGE, A WALLED ZEN GARDEN, BONSAI COURT, AND SEIFU-AN, A CEREMONIAL TEAHOUSE AND GARDEN. IN 2023, THE JAPANESE HERITAGE SHOYA HOUSE, A 350-YEAR-OLD STRUCTURE TRANSPORTED FROM JAPAN, OPENED TO THE PUBLIC. * THE DESERT GARDEN FEATURES ONE OF THE LARGEST OUTDOOR COLLECTIONS OF MATURE CACTI AND SUCCULENTS IN THE WORLD. RECENT IMPROVEMENTS INCLUDE EXPANDED ACCESS AND ADA-COMPLIANT PATHWAYS. * THE FRANCES AND SIDNEY BRODY CALIFORNIA GARDEN IN THE STEVEN S. KOBLIK EDUCATION AND VISITOR CENTER IS ARRANGED ALONG A CENTRAL ALLEE OF OLIVE TREES. THE GARDEN INCLUDES NATIVE AND ADAPTIVE PLANTINGS SET AMONG HEDGE ROOMS IN A NOD TOWARD MORE FORMAL LANDSCAPE DESIGN. * THE FRANCES LASKER BRODY BOTANICAL CENTER FEATURES: * 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, AND SHOWCASING ORCHIDS AND OTHER TROPICAL COLLECTIONS * LABORATORIES FOR RESEARCH WHERE BOTANISTS ARE USING CRYOPRESERVATION TECHNIQUES TO SAFELY FREEZE AND CONSERVE FRAGILE PLANT TISSUE, AND WHERE GENETIC RESEARCH REVEALS MUCH ABOUT THE EVOLUTIONARY HISTORY OF CYCADS * THE RANCH GARDEN, FOR TESTING AND DEMONSTRATING CONTEMPORARY IDEAS ABOUT SUSTAINABLE URBAN AGRICULTURE * COLLECTIONS INCLUDE MORE THAN 15,000 SPECIES OF PLANTS. * ADDITIONAL GARDEN AREAS ARE DEVOTED TO ROSES AND CAMELLIAS, EACH COLLECTION WITH MORE THAN 1,000 DIFFERENT CULTIVARS. * THE AUSTRALIAN, HERB, JUNGLE, LILY PONDS, PALM, AND SUBTROPICAL GARDENS ARE AMONG OTHER IMPORTANT BOTANICAL ATTRACTIONS. * THE THREE-ACRE ROSE GARDEN FEATURES MORE THAN 2,500 INDIVIDUAL PLANTS AND MORE THAN 1,300 DIFFERENT CULTIVATED VARIETIES. * CYCADS HAVE BEEN PART OF THE BOTANICAL COLLECTIONS SINCE HENRY E. HUNTINGTON'S DAY, AND THE CURRENT COLLECTION INCLUDES SPECIES FROM AROUND THE WORLD. EACH YEAR, THE HUNTINGTON HOSTS BOTANICAL SHOWS, CONFERENCES, LECTURES, AND PLANT SALES THAT FOCUS ON SPECIFIC THEMES. MORE THAN 150 PEOPLE ATTENDED THE ANNUAL SUCCULENT PLANTS SYMPOSIUM IN 2023. THE SOUTHERN CALIFORNIA CAMELLIA SOCIETY SHOW, BONSAI-A-THON, CALIFORNIA BONSAI SOCIETY SHOW, CACTUS & SUCCULENT SOCIETY OF AMERICA SHOW, THE HUNTINGTON ORCHID SHOW, AND THE AISEKI KAI VIEWING STONES SHOW WERE ALL OPEN TO THE PUBLIC AND VERY WELL-ATTENDED. THE GARDENS HOSTED THE LARGE ANNUAL PLANT SALE AND RESUMED HOSTING SEMI-MONTHLY LECTURES AND PLANT SALES FOR THE PUBLIC. THE CENTER FOR EAST ASIAN GARDEN STUDIES LECTURE SERIES (6-8 LECTURES PER YEAR) CONTINUES AND AVERAGES ABOUT 125 ATTENDEES WHEN IN PERSON, AND FROM 300 TO 600 WHEN ONLINE. GARDENS STAFF CONTINUE TO DEVELOP STRONG PROGRAMS IN CONSERVATION AND RESEARCH FOCUSING ON PLANT VARIATION, CRYOPRESERVATION, AND TISSUE CULTURE PROPAGATION, AS WELL AS PRODUCTIVITY IN URBAN SETTINGS. EXHIBITS DURING THE YEAR FOR BOTANICAL INCLUDED: * RED EARTH * CRAFTING A GARDEN: INSIDE THE CREATION OF LIU FANG YUAN FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS IS A COLLECTIONS-BASED RESEARCH AND EDUCATIONAL INSTITUTION SERVING SCHOLARS AND THE GENERAL PUBLIC. EACH YEAR, THE HUNTINGTON: * PROVIDES MORE THAN 2,000 SCHOLARS WITH ACCESS TO A WORLD-CLASS COLLECTION OF RARE BOOKS, MANUCRIPTS, PHOTOGRAPHS, MAPS, PAINTINGS, PRINTS, SCULPTURES, DECORATIVE ARTS. * AWARDS $1.3 MILLION IN FELLOWSHIPS (THROUGH A PEER-REVIEW PROCESS) TO SCHOLARS FOR ADVANCED HUMANITIES RESEARCH. * EDUCATES THOUSANDS OF SCHOOLCHILDREN 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. * HOST MORE THAN 1,000,000 VISITORS. THE HUNTINGTON HAS A MEMBERSHIP TOTALING NEARLY 54,000 HOUSEHOLDS, AN ACTIVE VOLUNTEER CORPS OF MORE THAN 1,200, AND A FULL- AND PART-TIME STAFF OF ABOUT 500. IT IS AN INDEPENDENT NON-PROFIT ORGANIZATION, SUPPORTED BY GIFTS AND GRANTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES AND BY A PRIVATE ENDOWMENT. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING, THE ENTIRE DRAFT 990 WAS SENT TO ALL TRUSTEES. THE FORM WAS REVIEWED AND DISCUSSED IN A MEETING OF THE AUDIT COMMITTEE. IN ADDITION, AN OUTSIDE CPA FIRM, SINGERLEWAK, REVIEWED THE FORM AND WENT OVER THE FORM IN DETAIL WITH THE ASSISTANT VICE PRESIDENT FOR FINANCIAL AFFAIRS/CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE REQUESTED ANNUALLY FROM ALL TRUSTEES, BOARD OF GOVERNORS, CHAIRS OF ACTIVE COMMITTEES AS WELL AS SENIOR LEADERS. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MAKES A DECISION ON HOW EACH CONFLICT SHOULD BE HANDLED, INCLUDING ABSTAINING FROM VOTING ON CERTAIN MATTERS. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING AND APPROVING THE COMPENSATION FOR THE PRESIDENT AND CFO, THE HUNTINGTON'S BOARD OF TRUSTEES (REFERRED TO AS THE "APPROVAL BODY" BELOW), USES THE FOLLOWING PROCESS: 1. IMPARTIAL DECISION MAKERS: THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY OF THE HUNTINGTON COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE: NEITHER THE EXECUTIVE WHOSE COMPENSATION IS BEING DETERMINED NOR ANY OF HIS/HER FAMILY MEMBERS MAY BE PRESENT DURING THE DISCUSSION/DEBATE OR PARTICIPATE IN THE VOTE). 2. COMPARABILITY DATA: WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS; AND C) USE OF AN INDEPENDENT COMPENSATION CONSULTANT. 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 NOW INCLUDES COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 CAN ALSO BE VIEWED BY THE PUBLIC ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -11. POOLED INCOME FUND CA N/A 0 CHARITABLE REMAINDER TRUSTS (20) FUNDRAISING CA N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING NM N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING OR N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING WA N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING DE N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING PA N/A T 0 CHARITABLE REMAINDER TRUSTS - CONTINUATION FUNDRAISING NY N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POOLED INCOME FUND C 7406 MARKET VALUE