401k Plan data: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN plan

THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 401k Plan overview

Plan Name	THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN
Plan identification number	002

THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ISABELLA STEWART GARDNER MUSEUM has sponsored the creation of one or more 401k plans.

Company Name: ISABELLA STEWART GARDNER MUSEUM

Employer identification number (EIN): 042104334

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CLIFFORD RUST 2023-10-10
002 2021-01-01 CLIFFORD RUST 2022-10-13
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANN ANDREOSATOS
002 2017-01-01 ANN ANDREOSATOS
002 2016-01-01 PURVI PATWARI
002 2015-01-01 STACEY BROWN
002 2014-01-01 STACEY WHITNEY BROWN
002 2013-01-01 STACEY WHITNEY BROWN
002 2012-01-01 STACEY WHITNEY BROWN
002 2011-01-01 STACEY WHITNEY BROWN
002 2009-01-01 CAROL LIPMAN

Plan Statistics for THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN

401k plan membership statisitcs for THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN

Measure Date Value
2022: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 212
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 277
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 184
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 57
Total of all active and inactive participants 2021-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 241
Number of participants with account balances 2021-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 183
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 63
Total of all active and inactive participants 2020-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 247
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 248
Number of participants with account balances 2019-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 55
Total of all active and inactive participants 2018-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 254
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 184
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 254
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 211
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 67
Total of all active and inactive participants 2016-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 278
Number of participants with account balances 2016-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 202
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 60
Total of all active and inactive participants 2015-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 263
Number of participants with account balances 2015-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 207
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 99
Total of all active and inactive participants 2014-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 306
Number of participants with account balances 2014-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 186
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 77
Total of all active and inactive participants 2013-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 263
Number of participants with account balances 2013-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 196
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 71
Total of all active and inactive participants 2012-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 267
Number of participants with account balances 2012-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 158
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 62
Total of all active and inactive participants 2011-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 220
Number of participants with account balances 2011-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 159
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 52
Total of all active and inactive participants 2009-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 211
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	212
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	277
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	184
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	57
Total of all active and inactive participants	2021-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	241
Number of participants with account balances	2021-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	183
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	63
Total of all active and inactive participants	2020-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	247
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	248
Number of participants with account balances	2019-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	55
Total of all active and inactive participants	2018-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	254
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	184
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	254
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	211
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	67
Total of all active and inactive participants	2016-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	278
Number of participants with account balances	2016-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	202
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	60
Total of all active and inactive participants	2015-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	263
Number of participants with account balances	2015-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	207
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	99
Total of all active and inactive participants	2014-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	306
Number of participants with account balances	2014-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	186
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	77
Total of all active and inactive participants	2013-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	263
Number of participants with account balances	2013-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	196
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	71
Total of all active and inactive participants	2012-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	267
Number of participants with account balances	2012-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	158
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	62
Total of all active and inactive participants	2011-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	220
Number of participants with account balances	2011-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	159
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	52
Total of all active and inactive participants	2009-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	211
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN

Measure	Date	Value
2022 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-280,902
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$581,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$541,683
Expenses. Certain deemed distributions of participant loans	2022-12-31	$16,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$747,707
Value of total assets at end of year	2022-12-31	$7,105,860
Value of total assets at beginning of year	2022-12-31	$7,968,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,584
Total interest from all sources	2022-12-31	$3,936
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$374,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$374,043
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$554,162
Participant contributions at end of year	2022-12-31	$74,887
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$56,036
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$100,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$62,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-862,732
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,105,860
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,968,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,030,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,971
Interest on participant loans	2022-12-31	$3,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,842,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,842,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,468,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$137,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$541,683
Contract administrator fees	2022-12-31	$23,584
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2022-12-31	042442519
2021 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,514,958
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$322,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$293,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$616,297
Value of total assets at end of year	2021-12-31	$7,968,592
Value of total assets at beginning of year	2021-12-31	$6,776,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,167
Total interest from all sources	2021-12-31	$3,382
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$60,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$60,875
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$473,748
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,813
Assets. Loans (other than to participants) at end of year	2021-12-31	$100,925
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$31,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,192,550
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,968,592
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,776,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,490,345
Interest on participant loans	2021-12-31	$3,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,842,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$209,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$209,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$44,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$834,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$138,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$293,241
Contract administrator fees	2021-12-31	$29,167
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2021-12-31	042442519
2020 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,570,863
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$379,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$360,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$735,787
Value of total assets at end of year	2020-12-31	$6,776,042
Value of total assets at beginning of year	2020-12-31	$5,584,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,953
Total interest from all sources	2020-12-31	$3,041
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$175,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$175,740
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$449,784
Participant contributions at end of year	2020-12-31	$31,547
Participant contributions at beginning of year	2020-12-31	$41,787
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$28,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,191,392
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,776,042
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,584,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,490,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,504,764
Interest on participant loans	2020-12-31	$1,984
Interest earned on other investments	2020-12-31	$761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$209,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$44,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$30,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$656,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$257,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$360,518
Contract administrator fees	2020-12-31	$18,953
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2020-12-31	042442519
2019 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,830,559
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$950,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$930,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$823,997
Value of total assets at end of year	2019-12-31	$5,584,650
Value of total assets at beginning of year	2019-12-31	$4,704,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,471
Total interest from all sources	2019-12-31	$3,482
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$137,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$137,497
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$382,192
Participant contributions at end of year	2019-12-31	$41,787
Participant contributions at beginning of year	2019-12-31	$64,251
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$185,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$879,699
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,584,650
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,704,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,504,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,593,016
Interest on participant loans	2019-12-31	$2,656
Interest earned on other investments	2019-12-31	$701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$42,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$865,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$255,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$930,389
Contract administrator fees	2019-12-31	$20,471
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2019-12-31	042442519
2018 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$357,815
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,436,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,368,731
Expenses. Certain deemed distributions of participant loans	2018-12-31	$44,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$629,844
Value of total assets at end of year	2018-12-31	$4,704,951
Value of total assets at beginning of year	2018-12-31	$5,783,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,639
Total interest from all sources	2018-12-31	$4,917
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$153,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$153,959
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$344,399
Participant contributions at end of year	2018-12-31	$64,251
Participant contributions at beginning of year	2018-12-31	$81,611
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$74,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,078,449
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,704,951
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,783,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,593,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,697,405
Interest on participant loans	2018-12-31	$4,580
Interest earned on other investments	2018-12-31	$232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$42,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-430,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$211,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,368,731
Contract administrator fees	2018-12-31	$22,639
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2018-12-31	042442519
2017 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,518,888
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$718,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$696,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$655,604
Value of total assets at end of year	2017-12-31	$5,783,400
Value of total assets at beginning of year	2017-12-31	$4,982,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$21,278
Total interest from all sources	2017-12-31	$2,922
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$152,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$152,066
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$417,523
Participant contributions at end of year	2017-12-31	$81,611
Participant contributions at beginning of year	2017-12-31	$60,506
Other income not declared elsewhere	2017-12-31	$-41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$800,730
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,783,400
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,982,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,697,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,856,307
Interest on participant loans	2017-12-31	$2,655
Interest earned on other investments	2017-12-31	$34
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$61,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$61,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$708,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$238,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$696,880
Contract administrator fees	2017-12-31	$21,278
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2017-12-31	042442519
2016 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,020,407
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$852,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$832,293
Value of total corrective distributions	2016-12-31	$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$674,853
Value of total assets at end of year	2016-12-31	$4,982,670
Value of total assets at beginning of year	2016-12-31	$4,815,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,502
Total interest from all sources	2016-12-31	$4,347
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$128,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$128,916
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$419,683
Participant contributions at end of year	2016-12-31	$60,506
Participant contributions at beginning of year	2016-12-31	$62,400
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$33,284
Other income not declared elsewhere	2016-12-31	$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$167,520
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,982,670
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,815,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$20,052
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,856,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,695,926
Interest on participant loans	2016-12-31	$2,670
Interest earned on other investments	2016-12-31	$1,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$61,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$54,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$54,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$211,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$221,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$832,293
Contract administrator fees	2016-12-31	$450
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2016-12-31	042442519
2015 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$542,849
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,223,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,202,911
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$594,517
Value of total assets at end of year	2015-12-31	$4,815,150
Value of total assets at beginning of year	2015-12-31	$5,496,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,798
Total interest from all sources	2015-12-31	$2,378
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$203,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$203,351
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$355,665
Participant contributions at end of year	2015-12-31	$62,400
Participant contributions at beginning of year	2015-12-31	$20,621
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-681,130
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,815,150
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,496,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,695,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,460,124
Interest on participant loans	2015-12-31	$2,305
Interest earned on other investments	2015-12-31	$40
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$54,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-257,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$227,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,202,911
Contract administrator fees	2015-12-31	$19,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2015-12-31	042442519
2014 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$844,965
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$159,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$130,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$546,301
Value of total assets at end of year	2014-12-31	$5,496,280
Value of total assets at beginning of year	2014-12-31	$4,811,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,928
Total interest from all sources	2014-12-31	$2,967
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$62,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$62,801
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$322,499
Participant contributions at end of year	2014-12-31	$20,621
Participant contributions at beginning of year	2014-12-31	$72,639
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$685,181
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,496,280
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,811,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,460,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,708,137
Interest on participant loans	2014-12-31	$2,529
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$438
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$30,323
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$232,810
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$223,802
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$130,856
Contract administrator fees	2014-12-31	$28,908
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2014-12-31	042442519
2013 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,798,206
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$159,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$132,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,031,878
Value of total assets at end of year	2013-12-31	$4,811,099
Value of total assets at beginning of year	2013-12-31	$3,171,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,943
Total interest from all sources	2013-12-31	$2,169
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$41,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$41,728
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$309,215
Participant contributions at end of year	2013-12-31	$72,639
Participant contributions at beginning of year	2013-12-31	$941
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$509,734
Administrative expenses (other) incurred	2013-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,639,173
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,811,099
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,171,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,708,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,106,126
Interest on participant loans	2013-12-31	$1,143
Interest earned on other investments	2013-12-31	$1,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$30,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$64,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$722,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$212,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$132,090
Contract administrator fees	2013-12-31	$26,893
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2013-12-31	042442519
2012 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$955,811
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$120,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$99,804
Value of total corrective distributions	2012-12-31	$452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$574,725
Value of total assets at end of year	2012-12-31	$3,171,926
Value of total assets at beginning of year	2012-12-31	$2,336,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,041
Total interest from all sources	2012-12-31	$2,162
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$37,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$37,391
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$285,492
Participant contributions at end of year	2012-12-31	$941
Participant contributions at beginning of year	2012-12-31	$1,203
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$84,757
Administrative expenses (other) incurred	2012-12-31	$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$835,514
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,171,926
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,336,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,106,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,251,339
Interest on participant loans	2012-12-31	$46
Interest earned on other investments	2012-12-31	$2,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$64,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$83,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$341,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$204,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$99,804
Contract administrator fees	2012-12-31	$19,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2012-12-31	042442519
2011 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$390,608
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$45,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$29,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$470,143
Value of total assets at end of year	2011-12-31	$2,336,412
Value of total assets at beginning of year	2011-12-31	$1,991,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$15,554
Total interest from all sources	2011-12-31	$40
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$59,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$59,382
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$256,705
Participant contributions at end of year	2011-12-31	$1,203
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,814
Administrative expenses (other) incurred	2011-12-31	$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$345,101
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,336,412
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,991,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,251,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,848,067
Interest on participant loans	2011-12-31	$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$83,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$143,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-138,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$208,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$29,953
Contract administrator fees	2011-12-31	$15,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2011-12-31	042442519
2010 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$704,166
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$80,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$78,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$472,289
Value of total assets at end of year	2010-12-31	$1,991,311
Value of total assets at beginning of year	2010-12-31	$1,367,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,638
Total interest from all sources	2010-12-31	$3,654
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$249,617
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$15,129
Administrative expenses (other) incurred	2010-12-31	$2,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$623,483
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,991,311
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,367,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,848,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,274,133
Interest earned on other investments	2010-12-31	$3,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$143,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$93,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$228,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$207,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$78,045
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EDELSTEIN & COMPANY LLP
Accountancy firm EIN	2010-12-31	042442519
2009 : THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN

2022: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894153-007

Policy instance

Insurance contract or identification number	894153-007
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894153-007

Policy instance

Insurance contract or identification number	894153-007
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894153-007

Policy instance

Insurance contract or identification number	894153-007
Number of Individuals Covered	4
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894153-007

Policy instance

Insurance contract or identification number	894153-007
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6
Insurance broker organization code?	5
Insurance broker name	NFP SECURITIES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894153-007

Policy instance

Insurance contract or identification number	894153-007
Insurance policy start date	2015-09-10
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $47
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $47
Insurance broker organization code?	5
Insurance broker name	NFP SECURITIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	2
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $107
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $107
Insurance broker organization code?	5
Insurance broker name	NFP SECURITIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $179
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $179
Insurance broker organization code?	5
Insurance broker name	NFP SECURITIES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	151
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,094
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFB081

Policy instance

Insurance contract or identification number	VFB081
Number of Individuals Covered	149
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,295
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ISABELLA STEWART GARDNER MUSEUM
Employer identification number (EIN):	042104334
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	CLIFFORD RUST	2023-10-10
002	2021-01-01	CLIFFORD RUST	2022-10-13
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANN ANDREOSATOS
002	2017-01-01	ANN ANDREOSATOS
002	2016-01-01	PURVI PATWARI
002	2015-01-01	STACEY BROWN
002	2014-01-01	STACEY WHITNEY BROWN
002	2013-01-01	STACEY WHITNEY BROWN
002	2012-01-01	STACEY WHITNEY BROWN
002	2011-01-01	STACEY WHITNEY BROWN
002	2009-01-01	CAROL LIPMAN