2025-11-05T08:01:29-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990 2024-01-01 166169480 STRONG MUSEUM TRUST XXXXX3007 STRO 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC Vice President 8004962583 2025-10-31 true true HEATHER A HAWES P01379658 7327679100 2025-10-31 2024 2025-03-06 01:10:19Z JPMORGAN CHASE BANK NA 10 S DEARBORN IL1-0111 CHICAGO IL 60603 22221436 false X N/A X 1969 NY AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE STRONG MUSEUM. 1 0 0 0 0 0 0 2491582 3360606 0 2491582 3360606 5001835 5115812 0 279555 292839 0 0 57363 59742 5338753 5468393 -2847171 -2107787 70613306 68490795 0 0 70613306 68490795 AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE STRONG MUSEUM. false false 5214925 5115812 AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE STRONG MUSEUM THROUGH THE DISTRIBUTION OF ITS INCOME TO THE STRONG MUSEUM. 5214925 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false NY X JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 JPMORGAN CHASE BANK NA TRUSTEE 15.0 X 292839 0 0 292839 0 0 1 false false false 2082735 2082735 20138701 18860830 1277871 1277871 1277871 INCOME FROM PARTNERSHIP 900099 3360606 3360606 5115812 5115812 292839 97613 195226 FOREIGN TAX WITHHELD 58242 58242 NYAG FEE 1500 1500 5468393 5214925 253468 0 581906 722121 942540 462273 69088860 67306401 70613306 68490795 0 0 X 70613306 68490795 70613306 68490795 70613306 68490795 X -2107787 -14724 X false false false X X 1 MARGARET WOODBURY STRONG MUSEUM 160954168 7 true 5115812 0 1 5115812 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SEC D, LINE 2 SEE FORM 990, PAGE 6, PART VI, LINE 19 INTEGRAL PART TEST THE TRUST MEETS THE INTEGRAL PART TEST AS OUTLINED IN REGULATIONS SEC- TION 1.509(A)-(4)(I)(9) AS WAS SET OUT IN THE PROVISIONS OF THE GOVER- NING DOCUMENTS. THE TRUSTEE CONFIRMED THAT TO THE BEST OF THEIR KNOW- LEDGE 1) THE TRUST HAS NOT RECEIVED ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER NOVEMBER 20, 1970. INTEGRAL PART TEST 2) THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO THE DESIGNATED BENEFICIARY SUPPORTED ORGANIZATION. INTEGRAL PART TEST 3) THE TRUSTEE OF THE TRUST DOES NOT HAVE DISCRETION TO VARY EITHER THE BENEFICIARY SUPPORTED ORGANIZATIONS OR THE AMOUNTS PAYABLE TO THE SUPPORTED ORGANIZATIONS. INTEGRAL PART TEST 4) THE TRUST DOES NOT HAVE ANY TRUSTEE THAT IS CONSIDERED A DISQUALI- FIED PERSON. PART IV, SEC D, LINE 3 WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS. true MARGARET WOODBURY STRONG MUSEUM 1 MANHATTAN SQUARE DR ROCHESTER NY 14607 160954168 501(C)(3) 5115812 PROGRAM SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 FOUNDATION ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE FIDUCIARY MANAGERS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF TAX EXEMPT STATUS WHILE ALSO CARRYING OUT THE INTENT OF THE GOVERNING DOCUMENTS. FIDUCIARY DUTIES INCLUDE ANNUAL FOUNDATION REVIEWS, IDENTIFICATION OF CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, ISSUING REPORTS, AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM THE FOUNDATION FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 19 AS TRUSTEE, JP MORGAN CHASE BANK, NA, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION.THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, NA, DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JP MORGAN CHASE BANK, NA, STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 2024 Transaction Posted in 2025: ($154,362.26); 2023 Transaction Posted in 2024: $143,774.62; RETURN OF CAPITAL ADJUSTMENT ($357.46); MUTUAL FUND ADJUSTMENT ($381.73); PRIOR YEAR COST BASIS ADJUSTMENT ($3,526); SALES BASIS ADJUSTMENT 157; FOREIGN CURRENCY ADJ ($23.78) ROUNDING ($4). MARGARET WOODBURY STRONG MUSEUM 1 MANHATTAN SQUARE ROCHESTER NY 14607 160954168 MUSEUM NY 501(c)(3) 7 NA false false true false false false false false false false false false false false false false false false false false MARGARET WOODBURY STRONG MUSEUM b 5115812 FMV