JUILLIARD SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JUILLIARD SCHOOL (EIN 13-1624067)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349308335
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:25:24-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUILLIARD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUIL | BusinessNameControlTxt |
| Phone | 2127995000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LINCOLN CENTER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY NADEAU | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2127995000 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHY | PersonFirstNm |
| Person Last | NADEAU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAMIAN WOETZEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LINCOLN CENTER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,048,736,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JUILLIARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE THE HIGHEST CALIBER OF ARTISTIC EDUCATION (SEE SCHEDULE O)FOR GIFTED MUSICIANS, DANCERS, AND ACTORS FROM AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 2302 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $2,638,294 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,891,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $76,927,362 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,465,086 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,360,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,069,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $98,885,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | $152,027 | PYOtherRevenueAmt |
| CY Other Revenue | $379,239 | CYOtherRevenueAmt |
| PY Total Revenue | $181,578,100 | PYTotalRevenueAmt |
| CY Total Revenue | $244,553,038 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,221,322 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,759,366 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,164,907 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $72,404,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,859,789 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,387,325 | PYOtherExpensesAmt |
| CY Other Expenses | $53,920,404 | CYOtherExpensesAmt |
| PY Total Expenses | $153,773,554 | PYTotalExpensesAmt |
| CY Total Expenses | $159,084,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,804,546 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $85,468,923 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,626,062,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,565,030,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $280,327,172 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252,042,317 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,345,735,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,312,988,175 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE JUILLIARD SCHOOL IS TO PROVIDE THE HIGHEST CALIBER OF ARTISTIC EDUCATION FOR GIFTED MUSICIANS, DANCERS, AND ACTORS FROM AROUND THE WORLD SO THAT THEY MAY ACHIEVE THEIR FULLEST POTENTIAL AS ARTISTS, LEADERS, AND GLOBAL CITIZENS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $77,240,129 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $49,938,768 | RevenueAmt |
| Desc | JUILLIARD'S PRIMARY PROGRAM SERVICE ACCOMPLISHMENT IS PROVIDING INSTRUCTION IN MUSIC, DANCE, AND DRAMA TO APPROXIMATELY 1,200 STUDENTS IN ITS COLLEGE AND PRE-COLLEGE PROGRAMS. THE EXPENSES ASSOCIATED WITH PROVIDED INSTRUCTION INCLUDE COMPENSATION (SALARIES AND EMPLOYMENT BENEFITS) RELATING TO THE EDUCATIONAL FUNCTION OF THE SCHOOL, OCCUPANCY COSTS ALLOCABLE TO INSTRUCTION, TEACHING MATERIALS AND SERVICES, AND INSTRUMENT MAINTENANCE AND REPAIR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,420,804 | ExpenseAmt |
| Grant | $32,420,804 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IS A HIGH PRIORITY OF THE SCHOOL, SO THAT FINANCIAL CIRCUMSTANCES WILL NOT BE A BARRIER TO ENTRY FOR ITS TALENTED MUSICIANS, ACTORS, AND DANCERS. STUDENT ASSISTANCE INCLUDES SCHOLARSHIPS, FELLOWSHIPS, PRIZES, CERTAIN GRANTS, AND FEDERAL AID GRANTS RECEIVED AND DISTRIBUTED TO ELIGIBLE STUDENTS. APPROXIMATELY 89% OF THE COLLEGE POPULATION OF THE SCHOOL (877 STUDENTS IN TOTAL) RECEIVED STUDENT ASSISTANCE DURING 2021-2022. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,652,033 | ExpenseAmt |
| Grant | $338,562 | GrantAmt |
| Revenue | $6,904,307 | RevenueAmt |
| Desc | DURING 2021-2022 THE SCHOOL SUPPORTED ITS MISSION OF HIGHER EDUCATION THROUGH PROGRAM SERVICES INDIRECTLY RELATED TO THE EDUCATION OF TALENTED MUSICIANS, ACTORS AND DANCERS. SUCH INDIRECT PROGRAM SERVICES INCLUDE SUPPORT OF STUDENT ACTIVITIES AND PROGRAMMING, AUXILIARY SERVICES SUCH AS THE JUILLIARD STORE AND THE STUDENT RESIDENCE HALL, AND EMPLOYEE BENEFIT COSTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $3,199,475 | $0 | $11,668,837 | INTERNATIONAL EDUCATION |
| $5,241,300 | $0 | $277,883 | STUDENT PERFORMING ARTS PRODUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,440,775 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,946,720 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $125,753,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 472 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2302 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL KERSTAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127995000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LINCOLN CENTER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAMIAN WOETZEL | ||||||||
| PRESIDENT | 50.00 | 0.00 | Yes (X) | Yes (X) | $832,702 | $0 | $149,301 | |
| BRUCE KOVNER | ||||||||
| CHAIRMAN | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J CHRISTOPHER KOJIMA | ||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSHUA BLACK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONDI CHARLESTON | ||||||||
| TRUSTEE (AS OF 10/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE CHOI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT CLARK | ||||||||
| TRUSTEE (THRU 06/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA FLEISCHMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRICIA GLYNN | ||||||||
| TRUSTEE (AS OF 12/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY GRAHAM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN HARRIS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW JACOBSON | ||||||||
| TRUSTEE (THRU 05/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD JOHNSON JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIPPE KHUONG-HUU | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN LEVY | ||||||||
| TRUSTEE (THRU 05/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA LINDSAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA LINNEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT MAI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN MARCUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG MARGOLIES | ||||||||
| TRUSTEE (THRU 06/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE P MCCLELLAND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA MCINERNEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LESTER MORSE JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA MORSE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN NOVICK | ||||||||
| TRUSTEE (THRU 06/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ROSE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SELLER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH SIMON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH B SOLOMON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM STRICKER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YAEL TAQQU | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE TISCH | ||||||||
| TRUSTEE (AS OF 12/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINALD VAN LEE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMILLE ZAMORA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLEY ROSENTHAL | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | 0.00 | Yes (X) | $516,269 | $0 | $67,815 | ||
| MAURICE EDELSON | ||||||||
| VP ADMIN & GENERAL COUNSEL | 50.00 | 0.00 | Yes (X) | $445,689 | $0 | $70,305 | ||
| ALEXANDRA WHEELER | ||||||||
| VP & CHIEF ADVANCEMENT OFFICER | 50.00 | 0.00 | Yes (X) | $432,965 | $0 | $67,814 | ||
| CATHY NADEAU | ||||||||
| VP & CFO (AS OF 07/2021) | 50.00 | 0.00 | Yes (X) | $428,271 | $0 | $42,610 | ||
| CHRISTINE TODD | ||||||||
| VP & CFO (THRU 08/2021) | 50.00 | 1.00 | Yes (X) | $287,642 | $0 | $32,533 | ||
| JOSEPH W POLISI | ||||||||
| CHIEF CHINA OFFICER | 50.00 | 1.00 | Yes (X) | $342,886 | $0 | $59,017 | ||
| ADAM MEYER | ||||||||
| PROVOST & DEAN | 50.00 | 0.00 | Yes (X) | $307,615 | $0 | $60,563 | ||
| JOAN WARREN | ||||||||
| VP FOR ENROLLMENT & STUDENT DEVELOP. | 50.00 | 0.00 | Yes (X) | $257,315 | $0 | $39,207 | ||
| CARL YOUNG | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | 0.00 | $331,654 | $0 | $43,272 | Yes (X) | ||
| ROSALIE P CONTRERAS | ||||||||
| VP PUBLIC AFFAIRS | 50.00 | 0.00 | $298,257 | $0 | $51,475 | Yes (X) | ||
| HUNG-KUAN CHEN | ||||||||
| FACULTY | 50.00 | 0.00 | $282,878 | $0 | $51,148 | Yes (X) | ||
| EVAN D YIONOULIS | ||||||||
| DEAN & DIRECTOR, DRAMA | 50.00 | 0.00 | $284,422 | $0 | $28,544 | Yes (X) | ||
| MICHAEL KERSTAN | ||||||||
| CONTROLLER | 50.00 | 0.00 | $257,380 | $0 | $64,558 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,305,945 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $828,162 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 146 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| YORKE CONSTRUCTION CORPORATION | |||||
| 140 WEST 31ST STREET | NEW YORK | NY | 10001 | CONSTRUCTION | $4,017,190 |
| INVESTURE ADVISORY FEES | |||||
| 126 GARRETT STREET SUITE J | CHARLOTTESVILLE | VA | 22902 | INVESTMENT MANAGEMENT | $3,270,279 |
| HURON CONSULTING GROUP INC | |||||
| PO BOX 71223 | CHICAGO | IL | 606941223 | CONSULTING | $3,249,019 |
| WESTERN WATERPROOFING COMPANY | |||||
| 720 GRAND AVE | RIDGEFIELD | NJ | 07657 | CONSTRUCTION | $1,218,966 |
| LION ENTERPRISES OF NEW YORK LLC | |||||
| 3015 35TH AVE | QUEENS | NY | 11106 | CONSTRUCTION | $920,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,580,535 | FundraisingAmt |
| Government Grants | $1,880,980 | GovernmentGrantsAmt |
| All Other Contributions | $73,465,847 | AllOtherContributionsAmt |
| Noncash Contributions | $2,085,565 | NoncashContributionsAmt |
| Total Contributions | $76,927,362 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION & FEES | 611310 | $49,899,052 | $49,899,052 | |
| INT'L PROGRAM DEV & OPERATIONS | 900099 | $11,668,837 | $11,668,837 | |
| RESIDENCE HALL | 721310 | $6,358,023 | $6,210,469 | $147,554 |
| USER FEES, EDUCATION PROGRAM | 611710 | $358,904 | $358,904 | |
| STUDENT LOAN INCOME | 900099 | $75,816 | $75,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,360,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,076,262 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,638,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,562,032 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $901,174,272 | SecuritiesAmt |
| Other | $64,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $803,429,229 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,745,043 | SecuritiesAmt |
| Other | $64,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,809,543 | TotalRevenueColumnAmt |
| Exclusion | $97,809,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,680 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,580,535 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $147,218 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141,538 | TotalRevenueColumnAmt |
| Exclusion | -$141,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,035,923 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $606,760 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $429,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $429,163 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING MACHINE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,713 | TotalRevenueColumnAmt |
| Exclusion | $10,713 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,901 | TotalRevenueColumnAmt |
| Exclusion | $80,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,614 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,553,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,642,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,638,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,345,141 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,759,366 | TotalAmt |
| Program Services | $32,759,366 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,518,650 | TotalAmt |
| Program Services | $1,215,137 | ProgramServicesAmt |
| Management And General | $2,574,740 | ManagementAndGeneralAmt |
| Fundraising | $728,773 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,647,299 | TotalAmt |
| Program Services | $45,405,472 | ProgramServicesAmt |
| Management And General | $5,700,641 | ManagementAndGeneralAmt |
| Fundraising | $2,541,186 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,475,460 | TotalAmt |
| Program Services | $2,943,715 | ProgramServicesAmt |
| Management And General | $368,398 | ManagementAndGeneralAmt |
| Fundraising | $163,347 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,596,218 | TotalAmt |
| Program Services | $5,586,997 | ProgramServicesAmt |
| Management And General | $699,199 | ManagementAndGeneralAmt |
| Fundraising | $310,022 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,166,718 | TotalAmt |
| Program Services | $3,341,708 | ProgramServicesAmt |
| Management And General | $591,674 | ManagementAndGeneralAmt |
| Fundraising | $233,336 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,278 | TotalAmt |
| Program Services | $371,300 | ProgramServicesAmt |
| Management And General | $1,355,678 | ManagementAndGeneralAmt |
| Fundraising | $16,300 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,790 | TotalAmt |
| Management And General | $194,790 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,771,451 | TotalAmt |
| Management And General | $5,771,451 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279,597 | TotalAmt |
| Program Services | $246,715 | ProgramServicesAmt |
| Management And General | $1,740,882 | ManagementAndGeneralAmt |
| Fundraising | $292,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,659 | TotalAmt |
| Program Services | $1,007,662 | ProgramServicesAmt |
| Management And General | $62,199 | ManagementAndGeneralAmt |
| Fundraising | $248,798 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,736,435 | TotalAmt |
| Program Services | $1,377,312 | ProgramServicesAmt |
| Management And General | $333,471 | ManagementAndGeneralAmt |
| Fundraising | $25,652 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,573,216 | TotalAmt |
| Management And General | $2,573,216 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,922,533 | TotalAmt |
| Program Services | $8,232,143 | ProgramServicesAmt |
| Management And General | $575,761 | ManagementAndGeneralAmt |
| Fundraising | $114,629 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,621 | TotalAmt |
| Program Services | $603,339 | ProgramServicesAmt |
| Management And General | $19,401 | ManagementAndGeneralAmt |
| Fundraising | $6,881 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,444 | TotalAmt |
| Program Services | $29,421 | ProgramServicesAmt |
| Management And General | $1,002 | ManagementAndGeneralAmt |
| Fundraising | $10,021 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,233,123 | TotalAmt |
| Program Services | $7,409,811 | ProgramServicesAmt |
| Management And General | $740,981 | ManagementAndGeneralAmt |
| Fundraising | $82,331 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,143,502 | TotalAmt |
| Program Services | $9,266,677 | ProgramServicesAmt |
| Management And General | $790,312 | ManagementAndGeneralAmt |
| Fundraising | $86,513 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,579 | TotalAmt |
| Management And General | $2,360,579 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PERFORMANCE PRODUCTION | $2,083,194 | $2,083,194 | |
| AUXILIARY SERVICES | $1,901,047 | $1,901,047 | |
| EXCISE TAX ON INVEST. | $999,397 | $999,397 | |
| INSTRUMENT PURCH & MAIN | $918,621 | $918,621 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,070,917 | TotalAmt |
| Program Services | $1,054,104 | ProgramServicesAmt |
| Management And General | $1,016,813 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,084,115 | TotalAmt |
| Program Services | $125,753,741 | ProgramServicesAmt |
| Management And General | $28,470,585 | ManagementAndGeneralAmt |
| Fundraising | $4,859,789 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,753,997 | BOYAmt |
| EOY | $12,207,804 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,255,476 | BOYAmt |
| EOY | $9,132,059 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,052,038 | BOYAmt |
| EOY | $5,310,852 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,123 | BOYAmt |
| EOY | $298,847 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,899 | BOYAmt |
| EOY | $1,036,069 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,866,031 | BOYAmt |
| EOY | $15,545,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $309,327,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $166,638,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,378,468 | BOYAmt |
| EOY | $142,688,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,710,052 | BOYAmt |
| EOY | $166,007,883 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,253,880,053 | BOYAmt |
| EOY | $1,205,695,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,596,335 | BOYAmt |
| EOY | $7,106,756 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,062,472 | BOYAmt |
| EOY | $1,565,030,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,501,133 | BOYAmt |
| EOY | $24,679,092 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,948 | BOYAmt |
| EOY | $764,741 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,693,715 | BOYAmt |
| EOY | $193,447,671 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,885,376 | BOYAmt |
| EOY | $33,150,813 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,327,172 | BOYAmt |
| EOY | $252,042,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,177,630 | BOYAmt |
| EOY | $263,006,351 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,557,670 | BOYAmt |
| EOY | $1,049,981,824 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,735,300 | BOYAmt |
| EOY | $1,312,988,175 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,062,472 | BOYAmt |
| EOY | $1,565,030,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $85,468,923 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$143,129,907 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,913,859 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,270,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,153,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,377,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,891,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,927,362 | CurrentTaxYearAmt |
| Total | $230,619,874 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,270,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,153,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,377,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,891,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,927,362 | CurrentTaxYearAmt |
| Total | $230,619,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $82,126,027 | SubstantialContributorsTotAmt |
| Public Support Total170 | $148,493,847 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,238,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,195,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,260,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,076,262 | CurrentTaxYearAmt |
| Total | $8,185,837 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,355,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,306,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $667,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,133,217 | CurrentTaxYearAmt |
| Total | $8,959,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $247,764,776 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $324,873,126 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 173,000. 2019 AMOUNT: $ 61,250. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 5,680. GROSS SALES OF INVENTORY - 2017 AMOUNT: $ 2,048,438. 2018 AMOUNT: $ 1,934,837. 2019 AMOUNT: $ 1,315,506. 2020 AMOUNT: $ 621,566. 2021 AMOUNT: $ 1,035,923. VENDING MACHINE - 2017 AMOUNT: $ 18,090. 2018 AMOUNT: $ 17,502. 2019 AMOUNT: $ 10,701. 2020 AMOUNT: $ 5,306. 2021 AMOUNT: $ 10,713. SETTLEMENT AGREEMENT PROCEEDS - 2017 AMOUNT: $ 1,241,586. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 47,035. 2018 AMOUNT: $ 180,792. 2019 AMOUNT: $ 109,737. 2020 AMOUNT: $ 40,502. 2021 AMOUNT: $ 80,901. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE JUILLIARD SCHOOL DOES NOT GENERALLY ENGAGE IN DIRECT LOBBYING. HOWEVER, AS AN EDUCATIONAL INSTITUTION, THE SCHOOL IS A MEMBER OF VARIOUS INDUSTRY ASSOCIATIONS THAT MAY LOBBY ON BEHALF OF THE INDUSTRY. WHILE THE JUILLIARD SCHOOL PAYS MEMBERSHIP DUES TO THESE ORGANIZATIONS, THE SCHOOL IS UNABLE TO DETERMINE THE MINIMAL AMOUNT THAT MAY BE ALLOCATED FOR THAT PURPOSE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,368,674,324 | BeginningYearBalanceAmt |
| Contributions | $55,898,852 | ContributionsAmt |
| Investment Earnings Or Losses | -$50,663,095 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,810,010 | GrantsOrScholarshipsAmt |
| Other Expenditures | $38,284,034 | OtherExpendituresAmt |
| End Year Balance | $1,314,816,037 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,052,919,649 | BeginningYearBalanceAmt |
| Contributions | $5,046,730 | ContributionsAmt |
| Investment Earnings Or Losses | $369,536,022 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,679,585 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,148,492 | OtherExpendituresAmt |
| End Year Balance | $1,368,674,324 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,092,632,637 | BeginningYearBalanceAmt |
| Contributions | $3,717,439 | ContributionsAmt |
| Investment Earnings Or Losses | $12,227,898 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,674,249 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,984,076 | OtherExpendituresAmt |
| End Year Balance | $1,052,919,649 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,095,547,708 | BeginningYearBalanceAmt |
| Contributions | $11,841,106 | ContributionsAmt |
| Investment Earnings Or Losses | $39,328,571 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,564,103 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,520,645 | OtherExpendituresAmt |
| End Year Balance | $1,092,632,637 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,035,383,858 | BeginningYearBalanceAmt |
| Contributions | $22,221,804 | ContributionsAmt |
| Investment Earnings Or Losses | $89,804,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,146,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,715,633 | OtherExpendituresAmt |
| End Year Balance | $1,095,547,708 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,421,438 | OtherCostOrOtherBasisAmt |
| Book Value | $2,421,438 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,308,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,316,714 | DepreciationAmt |
| Book Value | $1,991,525 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,399,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,197,771 | DepreciationAmt |
| Book Value | $115,201,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,176,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,123,803 | DepreciationAmt |
| Book Value | $4,052,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,021,454 | OtherCostOrOtherBasisAmt |
| Book Value | $19,021,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,688,996 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $603,362,437 | F |
| MULTI-STRATEGY | $325,293,025 | F |
| GLOBAL EQUITY | $176,317,066 | F |
| EMERGING MARKETS | $92,672,801 | F |
| CREDIT | $6,545,372 | F |
| OTHER INVESTMENTS | $1,505,266 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,205,695,967 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR VALUE OF DERIVATIVE INSTRUMENTS | $27,722,637 |
| OPERATING LEASE LIABILITIES | $2,355,441 |
| LIABILITIES TO ANNUITANTS | $2,817,827 |
| FEDERAL LOAN CAPITAL ADVANCES | $254,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,150,813 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,975,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$143,129,907 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $24,913,859 | OtherRevenueAmt |
| Revenue Not Reported | -$118,216,048 | RevenueNotReportedAmt |
| Revenue Subtotal | $210,191,658 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,771,451 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $28,589,929 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $34,361,380 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $244,553,038 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $124,722,735 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $124,722,735 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,771,451 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $28,589,929 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $34,361,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $159,084,115 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTIONS OF ART, HISTORICAL TREASURERS THE SCHOOL'S COLLECTIONS COMPRISE RARE INSTRUMENTS AND MUSIC MANUSCRIPTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS GENERALLY ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SCHOOL'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE BALANCE SHEETS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE PERIOD IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE VALUE OF THE SCHOOL'S COLLECTIONS IS PERIODICALLY ESTIMATED FOR INSURANCE PURPOSES. |
| PART III, LINE 4: | DESCRIPTION OF ORGANIZATION'S COLLECTION THE SCHOOL'S COLLECTIONS INCLUDE RARE MUSICAL INSTRUMENTS AND HISTORIC MUSIC MANUSCRIPTS. ACCESS TO THESE COLLECTIONS PROVIDES EXCEPTIONAL EDUCATIONAL OPPORTUNITIES TO THE STUDENTS ATTENDING THE SCHOOL AS THEY PREPARE FOR PROFESSIONAL CAREERS IN THE PERFORMING ARTS. ADDITIONALLY, THE COLLECTIONS ARE HELD FOR CURATORIAL PURPOSES, AS THEIR PRESERVATION AND ONGOING CARE IS ESSENTIAL TO ENSURING ACCESS TO THEM BY FUTURE GENERATIONS OF STUDENTS AND SCHOLARS. ON OCCASION IN CONNECTION WITH A RELEVANT PERFORMANCE, LECTURE, OR PRESENTATION, THE VIEWING AREA FOR THE COLLECTION ITEMS IS OPENED SO VISITORS TO THE SCHOOL MAY VIEW THE ITEMS. |
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 675 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIPS AND STUDENT AID, EDUCATIONAL PROGRAMS, AND OTHER PURPOSES IN SUPPORT OF THE SCHOOL'S MISSION. |
| PART X, LINE 2: | INCOME TAXES THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE SCHOOL'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE SCHOOL DID NOT RECOGNIZE ANY UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. SECTION 4968 OF THE ACT IMPOSES A TAX ON APPLICABLE EDUCATIONAL INSTITUTIONS EQUIVALENT TO 1.4% OF THE INSTITUTION'S NET INVESTMENT INCOME FOR THE YEAR. THE SCHOOL DETERMINED THAT IT MEETS THE DEFINITION OF AN APPLICABLE EDUCATIONAL INSTITUTION AND RECORDED APPROXIMATELY $1,369,000 AND $5,603,000 OF TAX EXPENSE FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, RESPECTIVELY, BASED ON REASONABLE ESTIMATES UNDER THE REGULATORY GUIDANCE; APPROXIMATELY $1,100,000 OF WHICH IS ESTIMATED TO REPRESENT THE CURRENT PORTION OF THE TAX LIABILITY FOR THE YEAR ENDED JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,380,113. CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS 26,293,972. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS 28,197,292. JUILLIARD STORE COST OF SALES -606,760. ACCRUED ESTIMATED EXCISE TAX ON INVESTMENTS 999,397. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS 28,197,292. JUILLIARD STORE COST OF SALES -606,760. ACCRUED ESTIMATED EXCISE TAX ON INVESTMENTS 999,397. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | UNDER REV PROC 75-50, 4.03(2)(B), THE SCHOOL WOULD SEEM TO BE EXEMPT IN THAT IT "CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE FROM A LARGE GEOGRAPHIC SECTION OF THE U.S. AND FOLLOWS A RACIALLY NON-DISCRIMINATORY POLICY." THE SCHOOL'S POLICY OF NON DISCRIMINATION FOR ADMISSIONS AND FINANCIAL AID AWARDS IS CLEARLY STATED IN ADMISSIONS MATERIALS SENT TO ALL PROSPECTIVE STUDENTS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL REGULARLY PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: FWS, PELL GRANT, SEOG, FEDERAL DIRECT STUDENT LOANS, AND PERKINS LOANS. AT THE STATE LEVEL, IT HAS BEEN THE RECIPIENT OF NEW YORK AID TO NON-PUBLIC COLLEGES ("BUNDY FUNDS") AND LIBRARY GRANTS. DURING 2021-2022, THE SCHOOL ALSO RECEIVED FUNDS FROM THE HEERF ACT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | MEETINGS/PERFORMANCES | $166,779 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MEETINGS/PERFORMANCES | $318,133 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | MEETINGS/PERFORMANCES | $10,910 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEETINGS/PERFORMANCES | $13,070 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEETINGS/PERFORMANCES | $4,884 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $344,794,407 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $40,314 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $345,349,420 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $345,349,420 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART IV | THE JUILLIARD SCHOOL INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, JUILLIARD'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT SUCH A FORM WAS REQUIRED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $1,586,215 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,580,535 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,680 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $115,705 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,222 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,823 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,468 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,586,215 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,580,535 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,680 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $115,705 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,222 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,823 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,468 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $147,218 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$141,538 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT SCHOLARSHIPS | 908 | $29,818,947 |
| FEDERAL FINANCIAL GRANTS & ALLOCATIONS | 312 | $837,875 |
| FELLOWSHIPS | 210 | $768,286 |
| PRIZES & LIVING EXPENSE GRANTS | 48 | $194,372 |
| CAREER AND OTHER GRANTS | 166 | $620,507 |
| HEERF AID - STUDENT AID INSTITUTIONAL PORTIONS | 236 | $519,379 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS FEDERALLY MANDATED, THE SCHOOL PREPARES ANNUALLY A STUDENT COST OF ATTENDANCE BUDGET, WHICH INCLUDES TUITION, ROOM AND BOARD, AND AN ESTIMATE FOR THE COST OF BOOKS, SUPPLIES, TRANSPORTATION, AND PERSONAL EXPENSES. THE SCHOOL THEN AWARDS FEDERAL, STATE AND INSTITUTIONAL AID BASED UPON THE COST OF ATTENDANCE AND THE FAMILY'S EXPECTED CONTRIBUTION, AS DETERMINED BY THE FEDERAL NEEDS ANALYSIS FORMULA. STUDENTS DO NOT RECEIVE FUNDING IN EXCESS OF THE COST OF ATTENDANCE, AND IN CASES WHERE OUTSIDE GRANTS ARE RECEIVED, STUDENT SELF-HELP AID (I.E. LOANS AND WORK-STUDY) IS REDUCED FIRST TO ENSURE THAT AID IS NOT OVER-AWARDED. STUDENTS MUST DOCUMENT ADDITIONAL EDUCATIONALLY-RELATED EXPENSES IN ORDER TO RECEIVE FUNDING ABOVE THEIR UNMET NEEDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAMIAN WOETZEL | ||||||||||||||
| PRESIDENT | $831,665 | $0 | $0 | $0 | $1,037 | $0 | $121,875 | $0 | $29,968 | $0 | $984,545 | $0 | $0 | $0 |
| LESLEY ROSENTHAL | ||||||||||||||
| CHIEF OPERATING OFFICER | $514,549 | $0 | $0 | $0 | $1,720 | $0 | $29,000 | $0 | $41,142 | $0 | $586,411 | $0 | $0 | $0 |
| MAURICE EDELSON | ||||||||||||||
| VP ADMIN & GENERAL COUNSEL | $443,969 | $0 | $0 | $0 | $1,720 | $0 | $29,000 | $0 | $43,585 | $0 | $518,274 | $0 | $0 | $0 |
| ALEXANDRA WHEELER | ||||||||||||||
| VP & CHIEF ADVANCEMENT OFFICER | $430,555 | $0 | $0 | $0 | $2,410 | $0 | $29,000 | $0 | $41,083 | $0 | $503,048 | $0 | $0 | $0 |
| CATHY NADEAU | ||||||||||||||
| VP & CFO (AS OF 07/2021) | $227,411 | $0 | $200,000 | $0 | $860 | $0 | $23,202 | $0 | $20,373 | $0 | $471,846 | $0 | $0 | $0 |
| JOSEPH W POLISI | ||||||||||||||
| CHIEF CHINA OFFICER | $330,179 | $0 | $0 | $0 | $12,707 | $0 | $29,000 | $0 | $32,215 | $0 | $404,101 | $0 | $0 | $0 |
| CARL YOUNG | ||||||||||||||
| CHIEF INFORMATION OFFICER | $327,641 | $0 | $0 | $0 | $4,013 | $0 | $29,000 | $0 | $16,466 | $0 | $377,120 | $0 | $0 | $0 |
| ADAM MEYER | ||||||||||||||
| PROVOST & DEAN | $306,926 | $0 | $0 | $0 | $689 | $0 | $29,000 | $0 | $33,044 | $0 | $369,659 | $0 | $0 | $0 |
| ROSALIE P CONTRERAS | ||||||||||||||
| VP PUBLIC AFFAIRS | $297,377 | $0 | $0 | $0 | $880 | $0 | $12,661 | $0 | $40,782 | $0 | $351,700 | $0 | $0 | $0 |
| HUNG-KUAN CHEN | ||||||||||||||
| FACULTY | $280,615 | $0 | $0 | $0 | $2,263 | $0 | $23,722 | $0 | $28,831 | $0 | $335,431 | $0 | $0 | $0 |
| MICHAEL KERSTAN | ||||||||||||||
| CONTROLLER | $231,606 | $0 | $25,000 | $0 | $774 | $0 | $23,733 | $0 | $42,373 | $0 | $323,486 | $0 | $0 | $0 |
| CHRISTINE TODD | ||||||||||||||
| VP & CFO (THRU 08/2021) | $286,646 | $0 | $0 | $0 | $996 | $0 | $20,422 | $0 | $13,979 | $0 | $322,043 | $0 | $0 | $0 |
| EVAN D YIONOULIS | ||||||||||||||
| DEAN & DIRECTOR, DRAMA | $282,572 | $0 | $0 | $0 | $1,850 | $0 | $28,283 | $0 | $2,077 | $0 | $314,782 | $0 | $0 | $0 |
| JOAN WARREN | ||||||||||||||
| VP FOR ENROLLMENT & STUDENT DEVELOP. | $253,957 | $0 | $0 | $0 | $3,358 | $0 | $25,628 | $0 | $15,225 | $0 | $298,168 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ON OCCASION, THE SCHOOL PROVIDES NON-COACH (GENERALLY BUSINESS-CLASS, ALTHOUGH FIRST-CLASS MAY BE USED IF BUSINESS-CLASS IS UNAVAILABLE) TRAVEL FOR ITS OFFICERS FOR TRAVEL TO INTERNATIONAL DESTINATIONS, IN ACCORDANCE WITH THE SCHOOL'S POLICY. SUCH TRAVEL IS IN DIRECT SUPPORT OF THE SCHOOL'S EDUCATIONAL AND PERFORMANCE PROGRAMS (FOR EXAMPLE, AN INTERNATIONAL PERFORMANCE TOUR OF THE STUDENT ORCHESTRA). ALSO, ON OCCASION THE SCHOOL PROVIDES TRANSPORTATION FOR THE SPOUSE OF THE PRESIDENT TO ATTEND, ON BEHALF OF THE SCHOOL, FUNCTIONS OR OTHER EVENTS TOGETHER WITH THE PRESIDENT IN DIRECT SUPPORT AND FURTHERANCE OF THE SCHOOL'S MISSION. |
| PART I, LINE 3 | AN EMPLOYMENT CONTRACT IS EXECUTED BETWEEN THE SCHOOL AND ITS PRESIDENT, THE TERMS OF WHICH ARE SUBJECT TO REVIEW BY THE BOARD OF TRUSTEES. AT THE END OF THE CONTRACT'S TERM, WHEN DECIDING THE TERMS UNDER WHICH THE CONTRACT MAY BE RENEWED OR EXTENDED, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF AN OUTSIDE COMPENSATION EXPERT, CONDUCTS RESEARCH AMONG PEER INSTITUTIONS AND DOCUMENTS THE FINDINGS AND DECISIONS REACHED. THE COMPENSATION OF OFFICERS AND OTHER KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE PRIOR TO THE START OF EACH FISCAL YEAR, AND QUESTIONS, OBJECTIONS, AND THE RESOLUTION OF EACH IS DOCUMENTED. |
| PART I, LINE 4B | THE PRESIDENT EARNED ACCRUED DEFERRED COMPENSATION OF $92,875 IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN C. |
| PART I, LINE 7 | CATHY NADEAU, VICE PRESIDENT & CHIEF FINANCIAL OFFICER, AND MICHAEL KERSTAN, CONTROLLER, BOTH RECEIVED BONUSES IN CALENDAR YEAR 2021. THE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| TRUST FOR CULTURAL RESOURCES NYC SER 2015A&B | ||||||||
| A | 911882413 | 2015-06-25 | $70,000,000 | REFUNDING REV. BONDS | 0 | 0 | 0 | |
| TRUST CULTURAL RESOURCES NYC SER 2017A&B | ||||||||
| B | 911882413 | 2017-07-26 | $77,145,000 | REFUNDING REV. BONDS | 0 | 0 | 0 | |
| TRUST CULTURAL RESOURCES NYC SER 2018A | ||||||||
| C | 911882413 | 2018-11-15 | $48,389,236 | REFUNDING REV. BONDS | 0 | 0 | 0 | 649717UK9 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $70,000,000 | $70,000,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $77,145,000 | $77,145,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| C | $48,389,236 | $47,860,313 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $528,923 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00700 | 0.01200 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00700 | 0.01200 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00700 | 0.01200 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II | THE SERIES 2018A BONDS WERE ISSUED THROUGH TAX-EXEMPT BONDS ISSUED BY THE TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK ON NOVEMBER 15, 2018. AMOUNTS USED IN THE 2009A BOND REFUNDING IN THE AMOUNT OF $47,850,000 ARE INCLUDED ON PART II LINE 11. THE SERIES 2017A AND SERIES 2017B BONDS WERE ISSUED ON JULY 26, 2017 AND DIRECTLY PLACED WITH TWO FINANCIAL INSTITUTIONS THROUGH BOND PURCHASE AND PLACEMENT AGREEMENTS ON THAT DATE. AMOUNTS USED IN THE 2009B BOND REFUNDING IN THE AMOUNT OF $77,145,000 ARE INCLUDED ON PART II LINE 11. THE SERIES 2015A AND SERIES 2015B BONDS WERE ISSUED ON JUNE 25, 2015 AND DIRECTLY PLACED WITH TWO FINANCIAL INSTITUTIONS THROUGH BOND PURCHASE AND PLACEMENT AGREEMENTS ON THAT DATE. AMOUNTS USED IN THE 2009C BOND REFUNDING IN THE AMOUNT OF $70,000,000 ARE INCLUDED ON PART II LINE 11. |
| SCHEDULE K, PART IV, LINE 7 | JUILLIARD HAS NOT ESTABLISHED FORMAL WRITTEN PROCEDURES TO MONITOR THE REQUIREMENTS OF SECTION 148, HOWEVER, THE ORGANIZATION DOES HAVE INFORMAL PROCEDURES IN PLACE TO MONITOR SECTION 148 ARBITRAGE REQUIREMENTS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,775,413 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN TRADING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MUSICAL INST. | Desc |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $310,152 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS BRUCE KOVNER, CHAIR & GREG MARGOLIES, TRUSTEE - BUSINESS RELATIONSHIP J. CHRISTOPHER KOJIMA, TRUSTEE & KENT CLARK, TRUSTEE - BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS FOLLOWING COMPLETION OF A DRAFT FORM 990 BY MANAGEMENT AND REVIEW BY AN OUTSIDE ACCOUNTING FIRM, THE SCHOOL PROVIDES A DRAFT COPY OF ITS FORM 990 TO THE AUDIT COMMITTEE AND SUBSEQUENTLY TO THE BOARD OF TRUSTEES PRIOR TO FILING. IT SOLICITS QUESTIONS AND COMMENTS FROM THE GOVERNING BOARD, AND ANY MATTERS RAISED IN THIS REVIEW PROCESS ARE ADDRESSED PRIOR TO FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT EACH YEAR, ALL TRUSTEES, OFFICERS, AND MEMBERS OF SENIOR MANAGEMENT COMPLETE CONFLICT OF INTEREST DECLARATIONS. THE DECLARATIONS ARE SUBMITTED TO THE ASSISTANT GENERAL COUNSEL WHO REVIEWS THE DECLARATIONS AND MAINTAINS THEM. ADDITIONALLY, IF TRUSTEES ARE ELECTED DURING THE YEAR, EACH COMPLETES A CONFLICT OF INTEREST DECLARATION UPON ELECTION. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REVIEWED BY THE AUDIT COMMITTEE, AND IF THE COMMITTEE DETERMINES THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE MATTER IS REFERRED TO THE BOARD FOR RESOLUTION AS APPLICABLE BASED ON THE CIRCUMSTANCES OF THE MATTER AT HAND. THE TRUSTEE AFFECTED BY THE POTENTIAL CONFLICT MAY NOT BE PRESENT NOR PARTICIPATE IN THE DISCUSSION OF THE MATTER AND MAY NOT VOTE ON THE ISSUE. THE SCHOOL MAY ENTER INTO THE PROPOSED TRANSACTION OR RELATIONSHIP ONLY IF THE BOARD APPROVES IT IN ACCORDANCE WITH THE PROCEDURES DESCRIBED ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION AN EMPLOYMENT CONTRACT IS EXECUTED BETWEEN THE SCHOOL AND ITS PRESIDENT, THE TERMS OF WHICH ARE SUBJECT TO REVIEW BY THE BOARD OF TRUSTEES. AT THE END OF THE CONTRACT'S TERM, WHEN DECIDING THE TERMS UNDER WHICH THE CONTRACT MAY BE RENEWED OR EXTENDED, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF AN OUTSIDE COMPENSATION EXPERT, CONDUCTS RESEARCH AMONG PEER INSTITUTIONS AND DOCUMENTS THE FINDINGS AND DECISIONS REACHED. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE PRIOR TO THE START OF EACH FISCAL YEAR, AND QUESTIONS, OBJECTIONS, AND THE RESOLUTION OF EACH IS DOCUMENTED. COMPENSATION OF THE FOLLOWING OFFICERS AND KEY EMPLOYEES WAS LAST REVIEWED FOR FISCAL YEAR 2021-2022: PRESIDENT, PROVOST/DEAN, VP FOR DEVELOPMENT, VP FOR PUBLIC AFFAIRS, VP/GENERAL COUNSEL, VP AND CFO, VP FOR ENROLLMENT MANAGEMENT/STUDENT DEVELOPMENT, AND CHIEF OPERATING OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE OF DOCUMENTS ALL POLICIES OF THE SCHOOL APPLICABLE TO EMPLOYEES ARE DISCLOSED IN THE STAFF AND FACULTY HANDBOOKS AND ACCOMPANYING STATEMENTS, ALL OF WHICH ARE POSTED ON THE SCHOOL'S WEBSITE FOR STAFF AND FACULTY MEMBERS - AND ANYONE ELSE - TO REVIEW. THE SCHOOL MAKES ITS ANNUAL AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO ANY INTERESTED PARTIES. THE CONFLICT OF INTEREST POLICY APPLICABLE TO TRUSTEES IS DISCUSSED IN PART VI, SECTION B, BUT IT IS NOT PUBLISHED ON THE WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,380,113. CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS 26,293,972. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHERZO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LINCOLN CENTER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811344522 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUILLIARD | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF MUSICAL ART | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LINCOLN CENTER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136162648 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUILLIARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLERGO (TIANJIN) EDUCATION CONSULTING | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BAO YUAN BLDG 9TH FL SECTION C 8 | AddressLine1Txt |
| City | TIANJIN FREE TRADE EX | CityNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MGMT COMPANY | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CH | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHERZO LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF MUSICAL ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | -$1,065,079 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | UNDER AN ARRANGEMENT BETWEEN THE TRUSTEES OF THE INSTITUTE OF MUSICAL ART OF THE CITY OF NEW YORK ("THE IMA") AND THE JUILLIARD SCHOOL ("THE SCHOOL"), THE INCOME FROM ALL INVESTMENTS OF THE IMA IS USED TO SUPPORT THE SCHOOL'S OPERATIONS. CERTAIN TRUSTEES AND EMPLOYEES OF THE SCHOOL SERVE AS TRUSTEES OF THE IMA, AND CERTAIN PAID EMPLOYEES OF THE SCHOOL PROVIDE ADMINISTRATIVE AND RECORDKEEPING SERVICES FOR THE IMA. THERE ARE NO REIMBURSEMENTS OR CASH TRANSFERS BETWEEN THE IMA AND THE SCHOOL FOR THESE SERVICES. IN 2002, THE TRUSTEES OF THE IMA DELEGATED INVESTMENT MANAGEMENT AUTHORITY OVER THE IMA'S ASSETS (AN INVESTMENT PORTFOLIO) TO THE SCHOOL, AND THE IMA TRANSFERRED ITS ASSETS (IN CASH) TO THE SCHOOL. THESE FUNDS WERE COMMINGLED WITH THE SCHOOL'S INVESTMENT PORTFOLIO, ALTHOUGH THE IMA REMAINS A SEPARATE LEGAL ENTITY AND SEPARATE FUND RECORDS ARE MAINTAINED TO RECORD IMA ACTIVITIES. THE MANAGEMENT OF THE IMA'S INVESTMENT PORTFOLIO AND THE METHOD USED TO DETERMINE INVESTMENT RETURNS AVAILABLE FOR SPENDING ARE IDENTICAL TO THOSE OF THE SCHOOL. THE VALUE OF THE IMA'S ASSETS AT JUNE 30, 2022 WERE $12,555,371. THE IMA'S NET INVESTMENT RETURN WAS -$1,065,079 FOR THE YEAR ENDED JUNE 30, 2022. | ExplanationTxt |