2022-07-12T17:51:01-05:00 2021-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2020-09-01 741732353 James Dick Foundation for the Performing Arts JAME 9792493129 PO Drawer 89 Round Top TX 78954 James Dick President 9792493129 2022-07-12 1 James Dick 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z James Dick PO Drawer 89 Round Top TX 78954 1641729 0 X www.festivalhill.org X 1972 TX The Foundation fosters cultural development at Round Top Festival Institute, an inspiring center for performance and learning. Talented students, music mentors and learners in arts and humanities participate in concerts, festivals and workshops throughout the year. 14 13 30 62 92334 0 1215302 1241950 255756 290381 31871 46266 35920 5410 1538849 1584007 0 0 0 0 639935 567125 41250 97500 181999 0 1453736 681185 2118361 857664 -534354 11443397 10995008 656031 640567 10787366 10354441 X James Dick Foundation for the PA operates Round Top Festival Institute, a center for performance and learning, which assembles music mentors with students, and experts in arts/humanities to present cultural programs for student and public benefit. 0 0 1706891 198047 Round Top Music Festival: Annually, one hundred or so advanced young music students representing an average of eleven countries come to study under the organization's accomplished music faculty and six different conductors from around the world. The young artists work with the faculty to study and improve their instrumental and performance skills and learn and perform chamber music programs and a new orchestral concert each week. Their instruction is tuition-free. The students pay a nominal fee to cover part of their room and board. The James Dick Foundation provides housing and meals to the young artists, faculty, and guest conductors on our 210-acre campus. This year Covid-19 limited the number of students in attendance. 0 The August-to-April Concert Series includes a variety of performances including piano recitals, bell ringers, and brass concerts; instrumental ensembles from various universities; the Carranza Puppets show; the Nutcracker Ballet danced by children for children of all ages; and various chorale groups. These events bring over 5,000 visitors to Festival Hill each year. The events are designed to teach and entertain. Between artistic events, the campus is used for conferences. As part of community outreach, the campus is used for regional high school track meets. The hall is also used by high school bands and choral groups, and local school graduations. Meeting facilities are also made available to other nonprofits in the area. 0 0 See Schedule OAugust-to-April Forum Series: The three forums typically presented each year offer educational and exploratory experiences in the arts and humanities. - Theater Forum at Round Top - The annual three-day forum is designed to heighten the awareness of theater and the world of music through talks and performances by theatrical scholars and practitioners for students, teachers and the general public. - Herbal Forum at Round Top - The annual two-day forum attracts between two and three hundred plant lovers, gardeners and herbalists to the campus each year. On the first day, registrants can participate in interactive workshops on various botanical arts and culinary practices, among others. The following day offers a schedule of educational lectures and presentations in the concert hall by professionals on the culinary and medicinal benefits and uses of various herbs, plants and spices. - Poetry at Round Top - The three-day forum is an annual festival presenting the nation's most exciting and prominent poets. Forum participants experience poetry through readings, workshops, and conversations. Manuscript consultations and workshops are offered to assist students in creative writing programs and aspiring poets from all walks of life in the craft of poetry. The forum also offers an afternoon designed for selected secondary school students and teachers, featuring training through readings and workshops. Due to Covid-19, the Herbal and Poetry Forums were not held this year. 1706891 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 15 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Lamar Lentz 9792493129 PO Drawer 89 Round Top TX 78954 James Dick President 40.00 4.00 X X 35753 0 17226 Mark Elvig Vice President 1.00 0.00 X X 0 0 0 Amanda M Dealey Secretary 1.00 0.00 X X 0 0 0 David Hilgers Treasurer 1.00 0.00 X X 0 0 0 Susan Ashcroft Trustee 1.00 0.00 X 0 0 0 Paul Clote Trustee 1.00 0.00 X 0 0 0 Christopher Dealey Trustee 1.00 0.00 X 0 0 0 Robert Field Trustee 1.00 0.00 X 0 0 0 Jerry Herring Trustee 1.00 0.00 X 0 0 0 William T Johnson Trustee 1.00 0.00 X 0 0 0 V Saundra Kirk Trustee 1.00 0.00 X 0 0 0 Rodney Koenig Trustee 1.00 0.00 X 0 0 0 Richel Rivers Trustee 1.00 0.00 X 0 0 0 Barbara Tocker Trustee 1.00 0.00 X 0 0 0 35753 0 17226 0 0 0 0 0 58878 168806 1014266 74542 1241950 Concerts, Conferences, & Events 711130 213891 121557 92334 Student fees 611600 76490 76490 290381 15427 15427 5410 5410 88561 57722 30839 30839 30839 1584007 198047 92334 51676 X 45068 22534 11267 11267 433317 374197 31422 27698 56980 31141 17226 8613 31760 24187 4372 3201 13984 13984 97500 97500 237426 233328 2049 2049 12958 11662 1296 77578 20482 55484 1612 325205 285709 32930 6566 25748 25445 303 8527 7418 853 256 549465 494519 38462 16484 109134 98220 5457 5457 Program supplies 45825 45825 Food and hospitality 38227 38227 Book collections 5659 5659 Uncollectible Amounts 4000 4000 2118361 1706891 229471 181999 377164 380993 550774 534443 20880 6380 111543 135384 78059 38466 24458454 15082919 9830556 9375535 324866 324261 149555 199546 11443397 10995008 264536 78160 1805 56277 240290 238547 149400 267583 656031 640567 X 10120480 9766949 666886 587492 10787366 10354441 11443397 10995008 -534354 -27001 128430 0 X 0 1 X 1 0 X 1272177 1383516 1336101 1215302 1241950 6449046 1272177 1383516 1336101 1215302 1241950 6449046 941139 5507907 13777 27638 21962 60872 20838 145087 6594133 2284145 0.83530 0.75840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 3010412 10000 221368 58878 15000 3167902 2954645 40378 132381 67000 3060404 3025102 9940 80397 2954645 2985822 550 138730 100000 3025102 2903234 4050 178538 100000 2985822 0.00000 0.94380 0.05620 0 1 1 22419957 13358645 9061312 1074996 981877 93119 963501 742397 221104 9375535 Payroll Protection Program Loan 149400 SVOG Refundable Advance 118183 267583 Part III, Line 1a: The James Dick Foundation comprises a 210-acre campus, which includes historic houses, concert hall and related facilities, a museum park, and a research center with renowned collections of art, architecture, decorative arts, rare books, manuscripts, music, musical instruments, historic recordings, photography, and archival materials. The unique collections are used throughout the year to educate the public, serve researchers and creative writers, and are an integral part of all programs. Collections are displayed in period settings throughout the campus. The created 1,200-seat Festival Concert Hall facility houses the Guion Gallery of Americana, the Oxehufwud Swedish Gallery, the Interlude Gallery for changing exhibitions, the William C. Wiederhold Music Library, and the Art, Architecture, Texana and Special Collections Library. The Edythe Bates Old Chapel houses the 1835 Henry Erben pipe organ, the oldest American built organ in use in Texas today. The library has strong holdings in music, historic sheet music, books on music, art, architecture, period interiors, photography, Texas history, and British and American County House guidebooks. The James Dick Foundation Library and Museum collections have been established over a thirty-year period and continue to grow through contributions by gift and bequest. The Foundation is a member of the American Association of Museums. During 2021, the Foundation purchased approximately $6,000 in additional library collections. This amount is included in Festival-Institute programs expenses in these financial statements. This purchase is funded through proceeds from an annual library fundraising event with contributions restricted to the library and museum. Part III, Line 4: See text of audit footnote provided in response to Part III, Line 1a for a description of the Foundation's collections and how they further the organization's exempt purpose. Part V, Line 4: The James Dick Foundation Endowment Trust is established for the purpose of creating and maintaining a perpetual endowment for the use and benefit of The James Dick Foundation for the Performing Arts and for the continued operation, enhancement and support of its educational tax-exempt purposes. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The policy is published on The James Dick Foundation for the Performing Arts website (www.festivalhill.org). Schedule E, Part I, Line 6 In 2021, the Foundation received a $118,183 Shuttered Venue Operators Grant through the Small Business Administration (SBA), in which the proceeds will be used for qualifying expenditures and is recognized as refundable advances as of August 31, 2021 and is expected to be recognized as contributions in fiscal year 2022 as qualifying expenditures are incurred. In addition, the Foundation received $149,400 in each of the fiscal years 2021 and 2020, respectively, from a Paycheck Protection Program (PPP) loan through the SBA. In fiscal year 2021, the Foundation was notified that principal and interest had been forgiven for the PPP loan received in 2020, and $149,400 was recognized as government grants revenue. The Second Draw PPP loan received in 2021 has been forgiven in fiscal year 2022 and will be recognized as revenue in fiscal year 2022. X X X X X 1 Harriet Latimer 3000 Weslayan Houston TX 77027 Fundraising 0 794583 97500 697083 794583 97500 697083 TX X 1 74542 Fair Market Value 0 0 0 Form 990, Part VI, Section A, line 2 Trustees Amanda M. Dealey and Christopher Dealey have a familial relationship. Form 990, Part VI, Section B, line 11b The Executive Committee reviews the Form 990. A copy is provided to the Board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Finance, audit committee, and full board review any conflicts. If a conflict of interest arises, the conflicted board member is excused from deliberations and voting on the matter. Form 990, Part VI, Section B, line 15a The Board of Directors oversees the process of determining the compensation of the President. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part IX, line 11g Honoraria: Program service expenses 140,270. Total expenses 140,270. Other Professional Fees: Program service expenses 93,058. Management and general expenses 2,049. Fundraising expenses 2,049. Total expenses 97,156. James Dick Foundation Endowment Trust P O Drawer 89 Round Top TX 78954 746341634 Support James Dick Fd for Perform Arts TX 501(c)(3) 12a James Dick Foundation for Perform Arts 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 James Dick Foundation Endowment Trust C 58878 Cash