BERKSHIRE THEATRE GROUP INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE THEATRE GROUP INC (EIN 04-6134497)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349325702
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:51:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042530803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH WATSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NORTH ST SUITE 205 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046134497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE THEATRE GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 4132985526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH ST | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE MAGUIRE | PersonNm |
| Person Title | ARTISTIC DIR./CEO | PersonTitleTxt |
| Phone | 4134488084 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATE | PersonFirstNm |
| Person Last | MAGUIRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYON M SHERMAN | PreparerPersonNm |
| PTIN | P00396128 | PTIN |
| Phone | 4134649940 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATE MAGUIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH STREEET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,235,539 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BERKSHIRE THEATRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO SUSTAIN, PROMOTE AND PRODUCE THEATRE FOR THE COMMUNITY THROUGH PERFORMANCES AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $10,913 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,710,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,675,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,678,350 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $403,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,120 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204,349 | PYOtherRevenueAmt |
| CY Other Revenue | $83,393 | CYOtherRevenueAmt |
| PY Total Revenue | $4,595,646 | PYTotalRevenueAmt |
| CY Total Revenue | $3,165,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,514 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,849,077 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,964,176 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $189,690 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,513,712 | PYOtherExpensesAmt |
| CY Other Expenses | $1,394,018 | CYOtherExpensesAmt |
| PY Total Expenses | $5,390,303 | PYTotalExpensesAmt |
| CY Total Expenses | $3,358,194 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$794,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$192,850 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,731,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,340,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,549,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,189,012 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,182,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,151,932 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO SUSTAIN, PROMOTE AND PRODUCE THEATRE FOR THE COMMUNITY THROUGH PERFORMANCES AND EDUCATIONAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,043,704 | ExpenseAmt |
| Revenue | $356,320 | RevenueAmt |
| Desc | FOUNDED IN 1928, THE BERKSHIRE THEATRE FESTIVAL (BTF) IS ONE OF THE OLDEST AND MOST PRESTIGIOUS THEATRES AND MIRRORS THE VERY HISTORY OF THE AMERICAN THEATRE MOVEMENT. LOCATED IN THE HEART OF THE VILLAGE OF STOCKBRIDGE, MA BTF REMAINS DEDICATED TO PRODUCING THEATRE THAT RECOGNIZES ITS VENERABLE PAST AS WELL AS PROVIDING A HOME FOR THE NEXT GENERATION OF THE AMERICAN THEATRES' ARTISTS. ITS MAIN STAGE (WHICH HOUSES A 400 SEAT PROSCENIUM THEATRE) IS A NATIONAL HISTORIC SITE AND WAS DESIGNED BY THE PRESTIGIOUS FIRM OF STANFORD WHITE. THE BARN, WHICH IS HOME TO THE 120 SET UNICORN THEATRE, WAS ONCE OWNED BY THE MELLON FAMILY. THE COMPANY IS DEDICATED TO THREE AREAS OF ACTIVITY: PERFORMANCE, EDUCATION AND TRAINING. NOW IN PARTNERSHIP WITH THE COLONIAL THEATRE IN PITTSFIELD MA, THE BREADTH OF PROGRAMMING AND PERFORMANCES HAS EXPANDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,053 | ExpenseAmt |
| Revenue | $46,976 | RevenueAmt |
| Desc | ITS EDUCATION PROGRAMS INCLUDE CURRICULUM BASED WORK, AFTER SCHOOL PROGRAMS AND A TOURING COMPONENT SERVING 1700 STUDENTS BOTH IN SCHOOLS AND AT THE THEATRES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $80 | RevenueAmt |
| Desc | THE ACTORS AND INTERN TRAINING PROGRAM IS DESIGNED TO GIVE COLLEGE AGED STUDENTS THE OPPORTUNITIES TO GAIN PROFESSIONAL LEVEL EXPERIENCE. ABOUT 80 STUDENTS FROM ACROSS THE COUNTRY ARE TRAINED ANNUALLY. PROGRAM WAS SUSPENDED IN 2020 DUE TO COVID. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,177,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 78 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE THEATRE GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134488084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KATE MAGUIRE | |||||||
| ARTISTIC DIR | 60.00 | 0.00 | Yes (X) | $168,075 | $0 | $0 | |
| DAVID AUBERBACH | |||||||
| VICE-PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT BECKER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT BERZOK | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRUCE BIRENBOIM | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RUTH BLODGETT | |||||||
| CO-PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WENDE CARVER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID COMALLI | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN FABRIZIO | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MARIE FEDER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ALAN FILDERMAN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID LLOYD JR | |||||||
| EXECUTIVE VP | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT KIRCHNER | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| GERRY MCINTYRE | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW MICK | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| LEE PERLMAN | |||||||
| CO-PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LORI A ROBBINS | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CASEY MEADE ROTHSTEIN-FITZPATRICK | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA RUBERTO | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY CAROL RUDIN | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ALLI SHEEHAN | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH STARK | |||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $168,075 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $581,500 | GovernmentGrantsAmt |
| All Other Contributions | $2,093,955 | AllOtherContributionsAmt |
| Total Contributions | $2,675,455 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| BOX OFFICE SALES | $284,464 | $284,464 |
| THEATRE FEES | $48,546 | $48,546 |
| CONTRACTED SERVICES | $46,976 | $46,976 |
| TOURING FEES | $14,053 | $14,053 |
| OTHER PROGRAM SERVICE REVENUE | $9,257 | $9,257 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $403,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124 | TotalRevenueColumnAmt |
| Exclusion | $124 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,995 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,982 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$3,987 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,987 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,987 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,713 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $717 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,996 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,996 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $22,976 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $55,496 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$32,520 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LOAN FORGIVENESS | $105,000 | $105,000 | ||
| ADVERTISING REVENUE | $14,900 | 541800 | $14,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $119,900 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,165,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $478,852 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,913 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,746 | TotalAmt |
| Program Services | $928,447 | ProgramServicesAmt |
| Management And General | $644,007 | ManagementAndGeneralAmt |
| Fundraising | $149,292 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,615 | TotalAmt |
| Program Services | $7,615 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,372 | TotalAmt |
| Program Services | $62,840 | ProgramServicesAmt |
| Management And General | $25,226 | ManagementAndGeneralAmt |
| Fundraising | $6,306 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,443 | TotalAmt |
| Program Services | $127,790 | ProgramServicesAmt |
| Fundraising | $12,653 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,133 | TotalAmt |
| Management And General | $17,133 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,600 | TotalAmt |
| Program Services | $10,600 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,622 | TotalAmt |
| Program Services | $30,622 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,072 | TotalAmt |
| Program Services | $32,145 | ProgramServicesAmt |
| Management And General | $28,927 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,554 | TotalAmt |
| Program Services | $24,216 | ProgramServicesAmt |
| Management And General | $87,338 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,444 | TotalAmt |
| Program Services | $39,260 | ProgramServicesAmt |
| Management And General | $30,184 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,089 | TotalAmt |
| Program Services | $383,716 | ProgramServicesAmt |
| Management And General | $127,373 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,688 | TotalAmt |
| Program Services | $39,857 | ProgramServicesAmt |
| Management And General | $23,787 | ManagementAndGeneralAmt |
| Fundraising | $1,044 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PRODUCTION EXPENSE | $319,291 | $319,291 |
| MAINTENANCE | $71,554 | $71,554 |
| RENTALS | $52,800 | $52,800 |
| BANK CHARGES | $37,742 | $37,742 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,429 | TotalAmt |
| Program Services | $9,262 | ProgramServicesAmt |
| Management And General | $6,772 | ManagementAndGeneralAmt |
| Fundraising | $20,395 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,358,194 | TotalAmt |
| Program Services | $2,177,757 | ProgramServicesAmt |
| Management And General | $990,747 | ManagementAndGeneralAmt |
| Fundraising | $189,690 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,235 | BOYAmt |
| EOY | $331,269 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,383 | BOYAmt |
| EOY | $1,693,705 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,888 | BOYAmt |
| EOY | $267,771 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,052 | BOYAmt |
| EOY | $21,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,976,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,949,361 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,489,115 | BOYAmt |
| EOY | $15,026,780 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,731,748 | BOYAmt |
| EOY | $17,340,944 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,997 | BOYAmt |
| EOY | $470,917 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,569 | BOYAmt |
| EOY | $130,032 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,251 | BOYAmt |
| EOY | $154,003 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,313,758 | BOYAmt |
| EOY | $1,434,060 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,549,575 | BOYAmt |
| EOY | $2,189,012 | 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 | $1,180,063 | BOYAmt |
| EOY | $13,286,568 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,110 | BOYAmt |
| EOY | $1,865,364 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,182,173 | BOYAmt |
| EOY | $15,151,932 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,731,748 | BOYAmt |
| EOY | $17,340,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$192,850 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $40,892 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $12,121,717 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,203,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,882,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,474,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,710,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,675,455 | CurrentTaxYearAmt |
| Total | $11,946,980 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,115,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,965,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,204,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,947,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $531,352 | CurrentTaxYearAmt |
| Total | $9,764,192 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,030 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,030 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,319,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,853,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,679,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,657,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,206,807 | CurrentTaxYearAmt |
| Total | $21,716,202 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $311,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $567,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,618,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,335 | CurrentTaxYearAmt |
| Total | $5,135,966 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,724,204 | CurrentTaxYearAmt |
| Total | $1,724,204 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $311,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $567,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,618,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,286,539 | CurrentTaxYearAmt |
| Total | $6,860,170 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,856,032 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,024 | CurrentTaxYearAmt |
| Total | $53,114 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,024 | CurrentTaxYearAmt |
| Total | $53,114 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,020 | CurrentTaxYearMinus2YearsAmt |
| Total | $31,553 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,323,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,899,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,695,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,660,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,221,831 | CurrentTaxYearAmt |
| Total | $21,800,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $570,995 | OtherCostOrOtherBasisAmt |
| Book Value | $570,995 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,489,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,340,623 | DepreciationAmt |
| Book Value | $14,148,671 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $890,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $597,604 | DepreciationAmt |
| Book Value | $293,136 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,134 | DepreciationAmt |
| Book Value | $13,978 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,026,780 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE MAGUIRE | PersonNm |
| Title | ARTISTIC DIR./CEO | TitleTxt |
| Base Compensation Filing Org | $168,075 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $168,075 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| LEE PERLMAN | |||||||
| OFFICER | CASH FLOW | Yes (X) | $197,500 | $80,000 | false | Yes (true) | Yes (true) |
| RUTH BLODGETT | |||||||
| OFFICER | CASH FLOW | Yes (X) | $60,000 | $54,003 | false | Yes (true) | Yes (true) |
| BRUCE BIRENBOIM | |||||||
| OFFICER | CASH FLOW | Yes (X) | $50,000 | $20,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $154,003 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | FOUNDED IN 1928, THE BERKSHIRE THEATRE FESTIVAL (BTF) IS ONE OF THE OLDEST AND MOST PRESTIGIOUS THEATRES AND MIRRORS THE VERY HISTORY OF THE AMERICAN THEATRE MOVEMENT. LOCATED IN THE HEART OF THE VILLAGE OF STOCKBRIDGE, MA BTF REMAINS DEDICATED TO PRODUCING THEATRE THAT RECOGNIZES ITS VENERABLE PAST AS WELL AS PROVIDING A HOME FOR THE NEXT GENERATION OF THE AMERICAN THEATRES' ARTISTS. ITS MAIN STAGE (WHICH HOUSES A 400 SEAT PROSCENIUM THEATRE) IS A NATIONAL HISTORIC SITE AND WAS DESIGNED BY THE PRESTIGIOUS FIRM OF STANFORD WHITE. THE BARN, WHICH IS HOME TO THE 120 SET UNICORN THEATRE, WAS ONCE OWNED BY THE MELLON FAMILY. THE COMPANY IS DEDICATED TO THREE AREAS OF ACTIVITY: PERFORMANCE, EDUCATION AND TRAINING. NOW IN PARTNERSHIP WITH THE COLONIAL THEATRE IN PITTSFIELD MA, THE BREADTH OF PROGRAMMING AND PERFORMANCES HAS EXPANDED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD REVIEWS AND APPROVES PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS AND KEY STAFF SIGN CONFLICT OF INTEREST FORM ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD COMMITTEE REVIEWS COMPARISON OF DIRECTORS COMPENSATION IN THE REGION TO ENSURE THAT COMPENSATION IS WITHIN A REASONABLE RANGE FOR A SIMILIAR POSITION IN THE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 15B | BOARD COMMITTEE REVIEWS COMPARISON OF DIRECTORS COMPENSATION IN THE REGION TO ENSURE THAT COMPENSATION IS WITHIN A REASONABLE RANGE FOR A SIMILIAR POSITION IN THE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DURING NORMAL BUSINESS HOURS AT MAIN OFFICE. |
| FORM 990, PART XI, LINE 9 | CTA - DISSOLUTION - SEE SCHEDULE R 12,156,784 IN-KIND MARKETING AND ADVERTISING EXPENSE -35,067 TOTAL 12,121,717 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLONIAL THEATRE ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | THEATRE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL THEATRE ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $12,156,784 | InvolvedAmt |
| Method Of Amount Determination | BOOK VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | THE COLONIAL THEATRE, INC (CTA) WAS DISSOLVED AND ABSORBED BY BERKSHIRE THEATRE GROUP, INC. (BTG). BTG RECEIVED CASH OF 124 AND FIXED ASSETS WITHA A CARRYING VALUE OF 29,860. CTA ALSO HAD 74,116 IN OUTSTANDING DEBT (LINES OF CREDIT) THAT WERE TAKEN OVER BY BTG. CTA ALSO HAD NET LOANS RECEIVABLE OF 12,200,916 OUTSTANDING FROM BTG AT THE TIME OF DISSOLUTION. UPON TRANSFER AND ELIMINATION OF INTERCOMPANY ACTIVITY, THE ADJUSTMENT TO UNRESTRICTED NET ASSETS WAS 12,156,784. | ExplanationTxt |
Comments