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Nonprofiteer
← HENRY E HUNTINGTON LIBRARY & ART GALLERY

Form 990 for tax year 2023

Filed by HENRY E HUNTINGTON LIBRARY & ART GALLERY.

Totals

Total revenue
$180,717,178
Total expenses
$102,423,338
Contributions and grants received
$123,914,799
Grants paid
$1,978,544
Program service revenue
$17,386,052
Investment income
$36,283,237
Other revenue
$3,133,090
Total assets, end of year
$1,076,568,946
Total liabilities, end of year
$22,322,551
Net assets or fund balances, end of year
$1,054,246,395
Program services expenses (Part IX)
$82,777,235
Management and general expenses
$14,054,701
Fundraising expenses
$5,591,402
Program service expenses (Part III)
$82,777,235

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $541,091

  • 1e · Government grants (contributions)

    $101,648

  • 1f · All other contributions, gifts and grants

    $123,272,060

  • 1g · Noncash contributions included above

    $45,419,494

  • 2a · Program service revenue: ADMISSION

    total $12,715,386 · related or exempt $12,715,386

  • 2b · Program service revenue: FOOD SERVICES

    total $2,028,655 · excluded $2,028,655

  • 2c · Program service revenue: RENTAL INCOME

    total $1,369,171 · related or exempt $1,369,171

  • 2d · Program service revenue: BON APPETIT AMORTIZATI

    total $479,471 · excluded $479,471

  • 2e · Program service revenue: PROGRAMS

    total $423,174 · related or exempt $423,174

  • 2f · All other program service revenue

    total $370,195 · related or exempt $257,166 · excluded $113,029

  • 3 · Investment income

    total $20,907,649 · unrelated business $2,175,371 · excluded $18,732,278

  • 7a · Gross sales of assets other than inventory

    securities $426,645,936 · other assets $1,923

  • 7b · Less cost or other basis and sales expenses

    securities $411,272,271 · other assets $0

  • 7c · Gain or loss

    securities $15,373,665 · other assets $1,923

  • 7d · Net gain or loss

    total $15,375,588 · excluded $15,375,588

  • 8a · Fundraising events: gross income

    $70,400

  • 8a · Fundraising events: contributions included on line 1c

    $541,091

  • 8b · Fundraising events: direct expenses

    $514,937

  • 8c · Net income from fundraising events

    total -$444,537 · excluded -$444,537

  • 10a · Gross sales of inventory

    $7,451,965

  • 10b · Cost of goods sold

    $3,874,338

  • 10c · Net income from sales of inventory

    total $3,577,627 · related or exempt $3,313,029 · unrelated business $264,598

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,893,044 · program services $1,893,044

  • 3 · Grants to foreign organizations and individuals

    total $85,500 · program services $85,500

  • 5 · Compensation of officers, directors and key employees

    total $2,426,745 · program services $608,018 · management and general $1,375,019 · fundraising $443,708

  • 6 · Compensation of disqualified persons

    total $89,227 · program services $89,227

  • 7 · Other salaries and wages

    total $32,319,645 · program services $26,808,477 · management and general $3,119,566 · fundraising $2,391,602

  • 8 · Pension plan contributions

    total $2,562,073 · program services $2,412,192 · management and general $110,169 · fundraising $39,712

  • 9 · Other employee benefits

    total $5,536,335 · program services $5,216,759 · management and general $238,259 · fundraising $81,317

  • 10 · Payroll taxes

    total $2,530,959 · program services $2,382,898 · management and general $108,831 · fundraising $39,230

  • 11b · Fees: legal

    total $463,322 · program services $90,613 · management and general $330,785 · fundraising $41,924

  • 11c · Fees: accounting

    total $116,626 · management and general $116,626

  • 11d · Fees: lobbying

    total $2,107 · program services $2,107

  • 11f · Fees: investment management

    total $4,262,522 · management and general $4,262,522

  • 11g · Fees: other

    total $6,955,104 · program services $5,517,273 · management and general $1,106,517 · fundraising $331,314

  • 12 · Advertising and promotion

    total $380,779 · program services $370,456 · management and general $4,548 · fundraising $5,775

  • 13 · Office expenses

    total $6,290,587 · program services $4,388,358 · management and general $587,602 · fundraising $1,314,627

  • 14 · Information technology

    total $3,084,683 · program services $2,072,661 · management and general $513,396 · fundraising $498,626

  • 16 · Occupancy

    total $3,432,380 · program services $3,241,032 · management and general $138,342 · fundraising $53,006

  • 17 · Travel

    total $885,720 · program services $613,109 · management and general $36,492 · fundraising $236,119

  • 19 · Conferences, conventions and meetings

    total $171,068 · program services $117,640 · management and general $46,915 · fundraising $6,513

  • 22 · Depreciation, depletion and amortization

    total $13,365,616 · program services $13,003,521 · management and general $280,426 · fundraising $81,669

  • 23 · Insurance

    total $1,124,387 · program services $2,500 · management and general $1,121,887

  • 24a · Other expenses: COLLECTION ACQUISITIONS

    total $10,954,881 · program services $10,954,881

  • 24b · Other expenses: MAINTENANCE & REPAIRS

    total $3,490,028 · program services $2,906,969 · management and general $556,799 · fundraising $26,260

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,634,446 · end of year $1,397,431

  • 2 · Savings and temporary cash investments

    beginning of year $133,213,828 · end of year $211,243,003

  • 3 · Pledges and grants receivable

    beginning of year $13,718,785 · end of year $26,533,192

  • 4 · Accounts receivable

    beginning of year $991,492 · end of year $1,393,193

  • 8 · Inventories for sale or use

    beginning of year $1,111,867 · end of year $1,363,540

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,057,703 · end of year $1,282,428

  • 10a · Land, buildings and equipment: cost or other basis

    $330,178,401

  • 10b · Land, buildings and equipment: accumulated depreciation

    $213,125,122

  • 10c · Land, buildings and equipment, net

    beginning of year $123,924,356 · end of year $117,053,279

  • 11 · Investments: publicly traded securities

    beginning of year $655,356,804 · end of year $688,681,449

  • 15 · Other assets

    beginning of year $28,159,648 · end of year $27,621,431

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,261,286 · end of year $12,026,745

  • 25 · Other liabilities

    beginning of year $10,176,499 · end of year $10,295,806

  • 27 · Net assets without donor restrictions

    beginning of year $410,220,356 · end of year $436,549,970

  • 28 · Net assets with donor restrictions

    beginning of year $527,510,788 · end of year $617,696,425

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $22,355,879 · Revenue $469,688

  • SEE SCHEDULE O

    Expenses $21,364,998 · Revenue $178,332

  • SEE SCHEDULE O

    Expenses $20,313,704 · Grants $1,978,544 · Revenue $20,007,234

  • ART MUSEUM DIVISION 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 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 (12711368) 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 (10371101), 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. THE GALLERY OPENED IN 2020 WITH THE INAUGURAL EXHIBITION "A GARDEN OF WORDS: THE CALLIGRAPHY OF LIU FANG YUAN", WHICH HIGHLIGHTED THE WORK OF 21 INK ARTISTS WHO WERE COMMISSIONED TO CREATE THE ORIGINAL WORKS OF CALLIGRAPHYARTFUL BRUSH WRITINGS IN INK ON PAPERTHAT SERVED AS THE MODELS FOR THE MANY LITERARY INSCRIPTIONS IN THE GARDEN.EXHIBITIONS DURING THE YEAR:* BETYE SAAR: DRIFTING TOWARD TWILIGHT* MINEO MIZUNO: HOMAGE TO NATURE* SARGENT CLAUDE JOHNSON* BORDERLANDS* MINEO MIZUNO: IN THE HUNTINGTON ART GALLERY* ALBRECHT DRER: WANDERLUST* PAINTINGS IN PRINT: STUDYING ART IN CHINA* ART FOR THE PEOPLE: WPA-ERA PAINTINGS FROM THE DIJKSTRA COLLECTION* IN OUR TIME: PRINTS BY R.B. KITAJ* GEE'S BEND: SHARED LEGACY

    Expenses $18,742,654 · Revenue $43,827

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory A Pieschala

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • Christine Bender

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Simon Kc Li

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • J Mario Molina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Mei-Lee Ney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Allen Shay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Scott Jordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Karen Lawrence

    PRESIDENT

    Total calculated
    $910,408
    From this org
    $636,318
    From related orgs
    $0
    Other
    $274,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $636,318
    Bonus
    $0
    Other
    $0
    Deferred
    $178,900
    Nontaxable benefits
    $95,190
    Filer's total
    $910,408

  • Janet Alberti

    SVP & CFO

    Total calculated
    $495,068
    From this org
    $448,182
    From related orgs
    $0
    Other
    $46,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,182
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $17,186
    Filer's total
    $495,068

  • Randy Shulman

    SVP - ADV & EXT RELATIONS

    Total calculated
    $386,024
    From this org
    $348,264
    From related orgs
    $0
    Other
    $37,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,264
    Bonus
    $0
    Other
    $0
    Deferred
    $29,561
    Nontaxable benefits
    $8,199
    Filer's total
    $386,024

  • Thomas Polansky

    VP - OPERATIONS & FACILITIES

    Total calculated
    $267,120
    From this org
    $216,216
    From related orgs
    $0
    Other
    $50,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,216
    Bonus
    $0
    Other
    $0
    Deferred
    $20,077
    Nontaxable benefits
    $30,827
    Filer's total
    $267,120

  • Nicole Cavender

    DIRECTOR - BOTANICAL GARDENS

    Total calculated
    $361,271
    From this org
    $235,773
    From related orgs
    $0
    Other
    $125,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,773
    Bonus
    $0
    Other
    $0
    Deferred
    $19,454
    Nontaxable benefits
    $106,044
    Filer's total
    $361,271

  • Susan Juster

    DIRECTOR - RESEARCH

    Total calculated
    $334,585
    From this org
    $300,145
    From related orgs
    $0
    Other
    $34,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,145
    Bonus
    $0
    Other
    $0
    Deferred
    $25,900
    Nontaxable benefits
    $8,540
    Filer's total
    $334,585

  • Christina Nielsen

    DIRECTOR - ART MUSEUM

    Total calculated
    $314,864
    From this org
    $275,826
    From related orgs
    $0
    Other
    $39,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,826
    Bonus
    $0
    Other
    $0
    Deferred
    $14,064
    Nontaxable benefits
    $24,974
    Filer's total
    $314,864

  • Ronald Galles

    AVP & CONTROLLER

    Total calculated
    $310,958
    From this org
    $245,694
    From related orgs
    $0
    Other
    $65,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,694
    Bonus
    $0
    Other
    $0
    Deferred
    $23,148
    Nontaxable benefits
    $42,116
    Filer's total
    $310,958

  • Sandra Brooke Gordan

    DIRECTOR - LIBRARY

    Total calculated
    $317,731
    From this org
    $277,370
    From related orgs
    $0
    Other
    $40,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,370
    Bonus
    $0
    Other
    $0
    Deferred
    $25,091
    Nontaxable benefits
    $15,270
    Filer's total
    $317,731

  • Misty Bennett

    CHRO

    Total calculated
    $307,891
    From this org
    $246,028
    From related orgs
    $0
    Other
    $61,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,028
    Bonus
    $0
    Other
    $0
    Deferred
    $22,726
    Nontaxable benefits
    $39,137
    Filer's total
    $307,891

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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. THE DIRECTOR OF BOTANICAL GARDENS 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.
SCH J, PART III, PART I LINE 4B
DURING THE YEAR ENDED JUNE 30, 2024, THE HUNTINGTON ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F) FOR CERTAIN EXECUTIVE EMPLOYEES. UNDER THIS PLAN, THE HUNTINGTON CONTRIBUTED $141,700 ON BEHALF OF THE PRESIDENT. NO PAYMENTS WERE MADE TO THE PRESIDENT DURING THE YEAR, AS THE CONTRIBUTIONS ARE SUBJECT TO VESTING REQUIREMENTS AND REMAIN AT SUBSTANTIAL RISK OF FORFEITURE UNTIL SUCH REQUIREMENTS ARE MET. THE RELATED DEFERRED COMPENSATION LIABILITY IS MEASURED BASED ON THE PRESENT VALUE OF FUTURE BENEFITS EXPECTED TO BE PAID TO PARTICIPANTS. THE PLAN IS FULLY FUNDED, AND THE LIABILITY INCLUDES EARNINGS ON THE INVESTED ASSETS. THESE ASSETS ARE REPORTED AS LONG-TERM INVESTMENTS (NON-POOLED) ON THE STATEMENT OF FINANCIAL POSITION. PARTICIPANTS HAVE NO SECURED CLAIM TO THE RELATED ASSETS AND ARE TREATED AS GENERAL UNSECURED CREDITORS UNTIL VESTING OCCURS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (17)

    T · FUNDRAISING · CA

  • CHARITABLE REMAINDER TRUSTS - CONTINUATION

    T · FUNDRAISING · NM

  • CHARITABLE REMAINDER TRUSTS - CONTINUATION

    T · FUNDRAISING · TX

  • CHARITABLE REMAINDER TRUSTS - CONTINUATION

    T · FUNDRAISING · WA

  • CHARITABLE REMAINDER TRUSTS - CONTINUATION

    T · FUNDRAISING · DE

  • CHARITABLE REMAINDER TRUSTS - CONTINUATION

    T · FUNDRAISING · NY

Provenance

Return type
form_990
Tax year
2023
Filed
13 October 2025
IRS schema version
2023v6.0
Source object
202532869349301243

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