CARAMOOR CENTER FOR MUSIC & THE ARTS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARAMOOR CENTER FOR MUSIC & THE ARTS INC (EIN 13-5643627)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349303570
- Schema version
- 2018v3.1
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:03:09-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'Connor Davies LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Fostertown Road | AddressLine1Txt |
| City | Newburgh | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135643627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caramoor Center for Music & the Arts | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARA | BusinessNameControlTxt |
| Phone | 9142328425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 816 | AddressLine1Txt |
| City | Katonah | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey P Haydon | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 9142328425 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Garrett M Higgins | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 8455655400 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 10:03:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9616F4B14A694591D1E716C270910E6FA5556DA3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey P Haydon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 816 | AddressLine1Txt |
| City | Katonah | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,070,011 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caramoor.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Since 1946, Caramoor has presented innovative and diverse live music performances to audience members from throughout the New York and Connecticut region. It also supports the development of the next generation of professional classical musicians and arts participants by mentoring young artists and engaging children through interactive, educational experiences. With its dedicated staff, talented teaching artists, and 90-acre campus of gardens and historic architecture, Caramoor is uniquely placed to deliver these cultural enrichment opportunities to concert-goers, young musicians, and schoolchildren. In 2018, over 31,000 people visited our campus to participate in our mission-based programs. In addition, approximately 10,450 people utilized our campus through facility rentals, special events, and administrative functions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 116 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $5,224 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,368,086 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,716,960 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,207,499 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,092,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,451,651 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,990,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$255,033 | PYOtherRevenueAmt |
| CY Other Revenue | -$261,820 | CYOtherRevenueAmt |
| PY Total Revenue | $17,772,203 | PYTotalRevenueAmt |
| CY Total Revenue | $12,538,930 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,992,682 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,807,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,273,350 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,034,745 | PYOtherExpensesAmt |
| CY Other Expenses | $4,016,812 | CYOtherExpensesAmt |
| PY Total Expenses | $7,027,427 | PYTotalExpensesAmt |
| CY Total Expenses | $6,824,167 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,744,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,714,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,818,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,333,178 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $424,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $714,668 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,393,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,618,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Caramoor Center for Music and the Arts - a unique Westchester County setting of Italianate architecture and gardens-enriches the lives of its audiences through innovative and diverse musical performances of the highest quality, mentors young professional musicians, and engages young children through interactive, educational experiences that deepen their relationship to and understanding of music. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,438,709 | ExpenseAmt |
| Revenue | $931,327 | RevenueAmt |
| Desc | Musical Performances - See Schedule OIn 2018, Caramoor presented a total of 66 stand-alone musical performances and day-long, multi-set festivals to audience members in venues throughout our campus, including the 1,700-seat Venetian Theater, the 500-seat Spanish Courtyard, the 180-seat Music Room of the historic Rosen House, the Sunken Garden, Tapestry Hedge, Picnic Lawn, and Friends' Field. While maintaining our commitment to the core classical repertoire, including symphonic, opera, and chamber music, we also presented a wide array of other genres, including jazz, American Songbook, and American roots music, as well as programs designed for families with young children.The 73rd annual Summer Music Season, which ran from June 16 to July 29 and included 31 concerts and multi-set day festivals, was the highlight of our musical offerings. Audra McDonald, the record-breaking winner of six Tony Awards, returned to Caramoor along with the Orchestra of St. Luke's to celebrate the American Songbook at the opening of our Summer Season, in a sold-out concert that was broadcast live on Classical 105.9 WQXR and Classical 90.3 FM. The season continued with a broad range of genres.Our 2018 Summer Season finale featured another stunning vocalist, Susan Graham, who performed selections from Handel's Ariodante and Alicnia followed by Mozart's Le Nozze di Figaro and La Clemenza di Tito. Her performance, in the Venetian Theater, featured the Orchestra of St. Luke's and conductor Nicholas McGegan. Additional vocalists performing throughout the year included soprano Julia Bullock, singing selections from Schubert and Barber, and Grammy-award winner Angelique Kidjo making her Caramoor debut.Caramoor's presentation of opera included performances by On Site Opera in a production of Mozart's The Secret Gardener, in Caramoor's historic Sunken Garden. Apollo's Fire, a popular and critically acclaimed period-instrument ensemble that specializes in early music, performed works by Handel and Bach. The concert included an educational pre-concert talk with the artists. Another period-instrument ensemble, The Philharmonia Baroque Orchestra, made its Caramoor debut in 2018, with conductor Nicholas McGegan leading the group in a performance of Handel's Atalanta, a pastoral opera in three acts. Several quartets appeared at Caramoor during our Summer Season, including The Japser String Quartet (Caramoor's 2009-2011 Ernst Stiefel String Quartet-in-Residence); The Kronos Quartet, and the Brentano Quartet. Caramoor's 2018 Ernst Stiefel String Quartet-in-Residence visited area schools and performed in the Music Room in spring 2018 and premiered a Caramoor commission, Star-Crossed Signals, by Juila Adolphe, during the summer festival.This summer Caramoor held its second annual Chamber Feast in the Venetian Theater, with alumni of its Evnin Rising Stars mentoring program performing works including Mozart's String Quintet in D Major, K. 593.Canadian composer and pianist Marc-Andr Hamelin performed at Caramoor for the first time on July 8 and on July 12 composer and pianist Michael Brown mixed Haydn's light-hearted Fantasia in C Major, H.XVII:4, "Capriccio" with new works by Nikolai Medtner and arrangements of works by Leonard Bernstein and Aaron Copland.The three-time Grammy-winning vocal group Chanticleer made its Caramoor debut in our Spanish Courtyard. The annual "Guitar in the Garden" series this year featured South African guitarist Derek Gripper.The Brooklyn-based and Grammy-nominated orchestral collective The Knights returned to Caramoor for a program that featured steel pan percussionist and composer Andy Akiho performing his Fantasy for Steel Pans and Orchestra; Judd Greenstein's Flute Concerto written for The Knights' flutist Alex Sopp; works by the French masters Ravel and Faure; as well as a selection of dances from On the Town in celebration of Leonard Bernstein's centennial.So Percussion, a quartet of Brooklyn percussionists, made its Caramoor debut this summer with pieces ranging from 20th-century "classics" to contemporary works, including the world premiere of Vijay Iyer's Mallet Quartet, TORQUE. The season also included a free performance of John Luther Adams'Inuksuit, an epic outdoor piece performed by 60 percussionists and other instrumentalists, directed by Doug Perkins.Broadway stars Mikaela Bennett (The Golden Apple), Alysha Umphress (On the Town), Bryce Pinkham (A Gentleman's Guide to Love and Murder), and Ben Davis (Violet) gathered at Caramoor to celebrate Leonard Bernstein's 100th birthday. Tony-Award winner Ted Sperling was music director and host for an evening of songs from Bernstein's musicals, including West Side Story, Candide, Wonderful Town, Peter Pan, and more.Caramoor's partnership with Jazz at Lincoln Center resulted in a daylong festival during the summer season that featured Dianne Reeves as the headline act. Other jazz concerts included Camille Thurman with the Darrell Green Trio, the Joey Alexander Trio, and more. Singer-songwriter Aimee Mann headlined our eighth annual American Roots Music Festival. Other performers in the daylong event included Valerie June, The Alexis P. Suter Band, Amythyst Kiah, and more. Additional Roots concerts in 2018 included performances by Americana supergroup I'm With Her, Molsky's Mountain Drifters, Sierra Hull and Friends, and Acoustic Hot Tuna.The Dancing at Dusk family series introduces children and their families to global musical traditions in an informal and welcoming manner. Concert-goers picnic, dance to live music, engage in related craft activities, and interact with the musicians. In 2018 the series included music from Brazil, China, and India. Other family concerts included the orchestral collective The Knights and steel pan virtuoso Andy Akiho. In "Bridge to Broadway," soprano Natalie Bergeron, baritone Steven Herring, pianist Beata Moon, and host Katie Kresek, the Artistic Director of Caramoor's Family Music Programs, explored the music of Schubert, Verdi, Cole Porter, Irving Berlin, Leonard Bernstein, and more. Our annual Independence Day celebration with an all-pops featured the Westchester Symphonic Winds, conducted by Curt Ebersole, with soprano Meredith Lustig, and tenor Miles Mykkanen.Caramoor's 2018 Sonic Innovations sound art exhibition includes two new works: Nafasi Yako Ni Ya Kijani (Your Place is Green) by Walter Kitundu, commissioned by the Montalvo Arts Center in 2017, and Woven by Air by Paula Matthusen, commissioned by Caramoor. Stone Song, created by Ranjit Bhatnagar for Caramoor's 2014 exhibit, In the Garden of Sonic Delights, continued its residency this summer, along with Taylor Deupree's t(ch)ime. All four artists participated in a sound art panel discussion moderated by Stephan Moore on July 1, in conjunction with the performance of John Luther Adams's monumental outdoor percussion piece Inuksuit. In 2018 Caramoor announced the public launch of the Inspire capital campaign with the twin goals of securing the financial and programmatic future of the institution by increasing Caramoor's endowment, as well as restoring and modernizing the grounds and gardens to make it a true meeting place for the community. Thanks to the campaign, Caramoor's endowment reached more than $28 million in 2018. The second goal of the campaign, to elevate the gardens and grounds and visitor experience, launched in 2018 with updates to the Music Room facilities, and will continue in upcoming years to include a campus-wide nighttime lighting plan; a re-imagined Friends Field dedicated exclusively to programming and audiences; reconfigured parking and improved vehicle circulation; improved campus accessibility; a permanent box office near the outdoor venues; additional seating and dining amenities; two new plazas where audience members can gather; a more convenient entrance to the Venetian Theater; and much more. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $854,105 | ExpenseAmt |
| Revenue | $96,220 | RevenueAmt |
| Desc | Rosen House, Gardens and Estate - See Schedule OThe Rosen House is a Mediterranean Revival villa at the center of the Caramoor campus. In recognition of the unsurpassed quality and great quantity of European period rooms incorporated into the fabric of the house, Caramoor was recognized as nationally significant on the National Register of Historic Places in 2011, a distinction that it shares with sites such as Vizcaya in Miami, FL and Hearst Castle in San Simeon, CA. Built in the 1930s, it is an incomparable concert venue, a unique classroom for visiting schoolchildren, and a haven for the creative growth of young musicians. In 2018, 3,616 people visited the historic house for teas, musicales, and tours.Gardens and Estate: The 90-acre Caramoor campus, which was listed on the National Register of Historic Places at the state-wide level of significance in 2001 and at the national level of significance in 2011, is comprised of four primary buildings today known as the Rosen House, the Administration Building, the Gifford Residence, and the Diane Moss Education Center, as well as ancillary buildings and landscape features, gardens, lawns, and woodland areas. A central focus of the campus is the Venetian Theater, a tented, 1,700-seat venue (built in 1958 and not a contributing structure to Caramoor's NRHP listing).Forty-five acres of the campus is deer-fenced and open to the visiting public, including the Sunken Garden, established in 1912; a Mediterranean Revival pavilion; an alley of cedar trees; and a number of gardens designed in the 1930s by landscape architect and Katonah resident Robert Ludlow Fowler, Jr. The Caramoor estate provides an incomparable setting for our cultural programs by serving as a stage for music performances and contextualizing the concerts that occur here; providing a learning laboratory for arts-in-education and emerging artist programs; and providing an idyllic haven for more than 40,000 visitors annually. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $607,734 | ExpenseAmt |
| Revenue | $77,563 | RevenueAmt |
| Desc | Mentoring and Arts-In-Education - See Schedule OThe development of emerging artists is central to Caramoor's mission and woven into much of our programming. Through our mentoring programs, we identify, train, and promote the next generation of vocal and instrumental artists. In 2018, 28 young musicians participated. Through these programs, we have worked with some of the finest musicians of the next generation and helped them cross the threshold from their student years into the early stages of their professional careers. For many of these artists, this is the beginning of a long standing relationship with Caramoor, as they return throughout their careers to perform for our audiences.Evnin Rising StarsFor over two decades there has been an institutional focus on training instrumental artists. Pianist, conductor, and composer Andre Previn established the mentoring program now known as the Evnin Rising Stars at Caramoor in 1992; as his tenure at Caramoor concluded, conductor Peter Oundjian took on artistic leadership of the program. Since 2008 violinist Pamela Frank has acted as Artistic Director for the Evnin Rising Stars. Each fall, eight to ten instrumentalists come together with three distinguished artists. Past musicians have included Atar Arad, Kim Kashkashian, Ani Kavafian, Marcy Rosen, Ronald Thomas, and Donald Weilerstein, among others, for a week of intensive chamber music rehearsals, coaching, and performances of works from the heart of the chamber music repertoire. At the end of the residency the musicians perform for audiences in the intimate Music Room of the historic Rosen House, giving them valuable exposure and performance experience.In 2018, seven young Rising Stars (Benjamin Baker, violin; Rubn Rengel, violin; Tatjana Roos, violin; Zo Martin-Doike, viola; Luosha Fang, viola; Alexander Hersh, cello; and Coleman Itzkoff, cello) partnered with violinist Pamela Frank, pianist Gilbert Kalish, and cellist Timothy Eddy in a week-long residency program of coaching and rehearsals. The program culminated in two performances at Caramoor. Alumni of the Rising Stars program were featured in other performances throughout the year, such as the Chamber Feast program and daytime concerts in the Rosen House. In 2018, 13 Rising Stars Alumni artists (Alexi Kenney, violin; Jesse Mills, violin; Ayane Kozasa, viola; Vicki Powell, viola; Oliver Herbert, cello; Karen Ouzounian, cello; Moran Katz, clarinet; Roman Rabinovich, piano; Tessa Lark, violin; Andrew Armstrong, piano; Edward Arron, cello; Nicholas Cords, viola; and In Mo Yang, violin) participated.Ernst Stiefel String Quartet-in-ResidenceIn 1999, with generous underwriting support from The Ernst C. Stiefel Foundation, Caramoor established a residency program for young chamber ensembles. In performing at Caramoor throughout the year, the quartet gains recognition and performance experience. In turn, the quartet hones their mentoring skills with didactic performances and workshops for approximately 1,000 area schoolchildren who attend as part of the Student Strings arts-in-education program. The quartet also partners with a young composer on a new commission which is premiered during Caramoor's Summer Music Festival.In spring 2018, the Verona Quartet, Caramoor's 2017-18 Ernst Stiefel String Quartet-in-Residence, performed at Caramoor and toured seven area schools to coach middle and high school student string musicians. The quartet returned to Caramoor in the summer to perform the world premiere of a Caramoor-commissioned piece by Julia Adolphe. In fall 2018, the Omer Quartet, Caramoor's 2018-19 Ernst Stiefel String Quartet-in-Residence, toured seven area schools and performed two concerts in Caramoor's Music Room.Schwab Vocal Rising StarsThe Schwab Vocal Rising Stars, established in 2009 and under the artistic leadership of the New York Festival of Song's Steven Blier and Michael Barrett, is a program for young vocal artists. The initiative focuses on singing outside the realm of opera, including the song recital and vocal chamber music. The week-long residency offers intensive daily coaching, rehearsals, and workshops with mentors and leaders in the field and concludes with performances at Caramoor and at Merkin Concert Hall in New York City.In 2018, four young singers (Madison Leonard, soprano; Kayleigh Decker, mezzo-soprano; Matthew Pearce, tenor; and Greg Feldmann, baritone) joined pianist Adam Rothenberg for a week-long Vocal Rising Stars program under the guidance of Michael Barrett and Steven Blier. The program, From Lute Song to the Beatles: Songs of the British Isles, culminated in two performances; the first at Caramoor and the second at Merkin Concert Hall in New York City.Arts-in-EducationSince 1974, Caramoor has provided students with arts enrichment opportunities that utilize our exceptional facilities, visiting artists, and dedicated staff, while meeting New York State education standards. We place an emphasis on reaching out to schools from under-resourced communities, in particular schools in Yonkers such as the Casimir Pulaski School, the Kahlil Gibran Elementary School, and Scholastic Academy. In 2018, we welcomed 5,077 students to our campus, with nearly half of those students participating through our Underserved Youth Arts Initiative.Developed in collaboration with teachers and school administrators, our programs meet New York State standards and complement students' classroom education in the arts, social studies, and career development. They include The Renaissance and The Middle Ages At Caramoor, Chinese Arts & Culture, and Student Strings. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,900,548 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 116 | 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 | 0 | ForeignFinancialAccountInd |
| 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | Tammy Belanger CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142328425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Caramoor Center 149 Girdle Ridge Rd | AddressLine1Txt |
| City | Katonah | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| James A Attwood Jr | ||||||||
| Chairman | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter Kend | ||||||||
| Vice Chairman | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul S Bird | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Angela Haines | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Judy Evnin | ||||||||
| Chairman Emeritas | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Barry J Alperin | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| James L Amine | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Barber | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Bauer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gail A Binderman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan M Clark | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William Cordiano | ||||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane Phillips Donaldson | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Melissa Eisenstat | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Elow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan W Freund | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael E Gellert | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Francis Goldwyn | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra S Joys | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Floy B Kaminski | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Cecilia Tay Kellie-Smith | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Limpe | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Abigail Murthy | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Offit | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard H O'Leary | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Rothenberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Andrew Saul | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Elaine Schroeder | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Welch | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ian Winchester | ||||||||
| trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Stanton | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Zinman | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Sekhri | ||||||||
| Trustee thru June 2018 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey P Haydon | ||||||||
| CEO/Executive Director | 65.00 | Yes (X) | $239,892 | $0 | $34,983 | |||
| Nina Curley | ||||||||
| VP, Chief Development Officer | 60.00 | $188,797 | $0 | $33,206 | Yes (X) | |||
| Katherine Schuman | ||||||||
| VP, Artistic Prgm. & Exec. Producer | 60.00 | $187,148 | $0 | $9,631 | Yes (X) | |||
| Tammy Belanger | ||||||||
| VP, CFO | 50.00 | $136,838 | $0 | $23,509 | Yes (X) | |||
| Tahra Millan | ||||||||
| VP, Chief Marketing Officer | 50.00 | $124,541 | $0 | $31,067 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $877,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| Alden Baily Restoration Corp | |||||
| 54 Danbury Road 290 | Ridgefield | CT | 06877 | Restoration | $948,663 |
| Switch Inc | |||||
| 25 North Riverside Avenue | CrotononHudson | NY | 10520 | Electrical contractor | $345,876 |
| Orchestra of St Lukes | |||||
| 330 West 42nd Street | New York | NY | 10036 | Resident orchestra | $244,778 |
| JMC Planning Engineering Landscape Archi | |||||
| 120 Bedford Road | Armonk | NY | 10504 | Engineering and architectural plans | $211,871 |
| Great Performances | |||||
| 304 Hudson Street Suite 201 | New York | NY | 10014 | caterer | $154,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,299,485 | FundraisingAmt |
| All Other Contributions | $8,417,475 | AllOtherContributionsAmt |
| Noncash Contributions | $841,897 | NoncashContributionsAmt |
| Total Contributions | $9,716,960 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ticket Sales | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $1,092,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,092,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,092,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $624,527 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,922 | UnrelatedBusinessRevenueAmt |
| Exclusion | $621,605 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,500 | TotalRevenueColumnAmt |
| Exclusion | $12,500 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,879 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,239 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,640 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,640 | TotalRevenueColumnAmt |
| Exclusion | $83,640 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,361,723 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,995,260 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,366,463 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,366,463 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,302 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,364,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $111,935 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,299,485 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $486,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$374,208 | TotalRevenueColumnAmt |
| Exclusion | -$374,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $25,749 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,439 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,310 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Reimbursements | 900099 | $3,815 | $3,815 |
| Class Action Settlement | 900099 | $123 | $123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,938 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,538,930 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,105,110 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,711,636 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,821 | TotalAmt |
| Program Services | $285,526 | ProgramServicesAmt |
| Management And General | $56,597 | ManagementAndGeneralAmt |
| Fundraising | $371,698 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,556 | TotalAmt |
| Program Services | $1,036,492 | ProgramServicesAmt |
| Management And General | $255,794 | ManagementAndGeneralAmt |
| Fundraising | $358,270 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,673 | TotalAmt |
| Program Services | $37,383 | ProgramServicesAmt |
| Management And General | $14,461 | ManagementAndGeneralAmt |
| Fundraising | $6,829 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,910 | TotalAmt |
| Program Services | $126,268 | ProgramServicesAmt |
| Management And General | $53,310 | ManagementAndGeneralAmt |
| Fundraising | $30,332 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,395 | TotalAmt |
| Program Services | $108,278 | ProgramServicesAmt |
| Management And General | $21,245 | ManagementAndGeneralAmt |
| Fundraising | $44,872 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775 | TotalAmt |
| Management And General | $775 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,000 | TotalAmt |
| Management And General | $43,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,573 | TotalAmt |
| Management And General | $19,573 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,026 | TotalAmt |
| Management And General | $14,026 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,140 | TotalAmt |
| Program Services | $325,770 | ProgramServicesAmt |
| Management And General | $32 | ManagementAndGeneralAmt |
| Fundraising | $18,338 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,277 | TotalAmt |
| Program Services | $87,422 | ProgramServicesAmt |
| Management And General | $24,922 | ManagementAndGeneralAmt |
| Fundraising | $62,933 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,267 | TotalAmt |
| Program Services | $120,462 | ProgramServicesAmt |
| Management And General | $31,361 | ManagementAndGeneralAmt |
| Fundraising | $47,444 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,943 | TotalAmt |
| Program Services | $94,822 | ProgramServicesAmt |
| Management And General | $4,968 | ManagementAndGeneralAmt |
| Fundraising | $10,153 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,540 | TotalAmt |
| Program Services | $73,990 | ProgramServicesAmt |
| Management And General | $4,730 | ManagementAndGeneralAmt |
| Fundraising | $4,820 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,813 | TotalAmt |
| Program Services | $3,646 | ProgramServicesAmt |
| Management And General | $4,045 | ManagementAndGeneralAmt |
| Fundraising | $1,122 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,480 | TotalAmt |
| Program Services | $311,836 | ProgramServicesAmt |
| Management And General | $33,412 | ManagementAndGeneralAmt |
| Fundraising | $100,232 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,561 | TotalAmt |
| Program Services | $118,576 | ProgramServicesAmt |
| Management And General | $16,905 | ManagementAndGeneralAmt |
| Fundraising | $6,080 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fees: Artist/tech, etc. | $1,505,409 | $1,412,440 | $26,387 | $66,582 |
| Equip Rntl Rpr & Maint | $324,650 | $285,367 | $8,181 | $31,102 |
| Donated Items | $169,864 | $156,385 | $5,030 | $8,449 |
| Food and Beverages | $134,605 | $77,133 | $9,540 | $47,932 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,889 | TotalAmt |
| Program Services | $238,752 | ProgramServicesAmt |
| Management And General | $1,975 | ManagementAndGeneralAmt |
| Fundraising | $56,162 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,824,167 | TotalAmt |
| Program Services | $4,900,548 | ProgramServicesAmt |
| Management And General | $650,269 | ManagementAndGeneralAmt |
| Fundraising | $1,273,350 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,412 | BOYAmt |
| EOY | $488,872 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,429 | BOYAmt |
| EOY | $1,866,602 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,092 | BOYAmt |
| EOY | $2,539,411 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,792 | BOYAmt |
| EOY | $15,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,173 | BOYAmt |
| EOY | $20,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,661,358 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,669,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,371,444 | BOYAmt |
| EOY | $6,992,040 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,557,499 | BOYAmt |
| EOY | $25,898,636 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,370 | BOYAmt |
| EOY | $511,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,818,111 | BOYAmt |
| EOY | $38,333,178 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,105 | BOYAmt |
| EOY | $596,152 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,974 | BOYAmt |
| EOY | $62,156 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,708 | BOYAmt |
| EOY | $56,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,787 | BOYAmt |
| EOY | $714,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,127,017 | BOYAmt |
| EOY | $10,129,710 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,746,221 | BOYAmt |
| EOY | $3,241,431 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,520,086 | BOYAmt |
| EOY | $24,247,369 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,393,324 | BOYAmt |
| EOY | $37,618,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,818,111 | BOYAmt |
| EOY | $38,333,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,714,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,489,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,553,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,715,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,217,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,368,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,716,960 | CurrentTaxYearAmt |
| Total | $45,571,327 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,553,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,715,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,217,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,368,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,716,960 | CurrentTaxYearAmt |
| Total | $45,571,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,206,540 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,364,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $856,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,175,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $753,984 | CurrentTaxYearAmt |
| Total | $3,772,842 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,938 | CurrentTaxYearAmt |
| Total | $3,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,348,107 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,737,158 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56430 | 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 | Reimbursements - 2018 Amount: $ 3,815. Class Action Settlement - 2018 Amount: $ 123. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $511,370 | AssetsIncludedAmt |
| 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | See Schedule D, Part XIII | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,413,615 | BeginningYearBalanceAmt |
| Contributions | $2,218,287 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,534,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,334,781 | OtherExpendituresAmt |
| End Year Balance | $25,763,115 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,127,869 | BeginningYearBalanceAmt |
| Contributions | $7,987,212 | ContributionsAmt |
| Investment Earnings Or Losses | $2,988,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $690,244 | OtherExpendituresAmt |
| End Year Balance | $27,413,615 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,966,757 | BeginningYearBalanceAmt |
| Contributions | $3,356,370 | ContributionsAmt |
| Investment Earnings Or Losses | $498,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $693,620 | OtherExpendituresAmt |
| End Year Balance | $17,127,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,439,262 | BeginningYearBalanceAmt |
| Contributions | $1,332,616 | ContributionsAmt |
| Investment Earnings Or Losses | -$153,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $651,310 | OtherExpendituresAmt |
| End Year Balance | $13,966,757 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,705,985 | BeginningYearBalanceAmt |
| Contributions | $915,156 | ContributionsAmt |
| Investment Earnings Or Losses | $183,437 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $365,316 | OtherExpendituresAmt |
| End Year Balance | $13,439,262 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01250 | 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 | $58,531 | OtherCostOrOtherBasisAmt |
| Book Value | $58,531 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,189,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,544,090 | DepreciationAmt |
| Book Value | $3,645,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,306,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,022,991 | DepreciationAmt |
| Book Value | $1,283,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,106,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,102,237 | DepreciationAmt |
| Book Value | $2,004,760 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,992,040 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $459,149 | F |
| U.S. Government Securities | $2,147,758 | F |
| Equities - TIFF Multi-asset | $23,291,729 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,898,636 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Lease Obligation | Desc |
| Amt | $56,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $56,360 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,574,701 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,489,577 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $9,100 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $535,821 | OtherRevenueAmt |
| Revenue Not Reported | -$3,944,656 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,519,357 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,573 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,573 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,538,930 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,349,515 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $9,100 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $535,821 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $544,921 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,804,594 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,573 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,573 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,824,167 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The historic Rosen House, with its period rooms and collections, is open to the public for tours. In addition, the archival materials are a great source of humanities research in a number of fields. One example is the documentation relating to the Rosens' patronage of Leon Theremin and championing of his early electronic music instrument. This material has been a source of study for theremin researchers, including Robert Moog, who began building theremins in the 1950s as a high school student and later went on to design the Moog synthesizer and Albert Glinsky, Theremin's biographer and the author of Theremin: Ether Music and Espionage. The Rosen House collection demonstrates a tremendous breadth of art objects, furniture, and archival material. The art and furniture encompass over 1,000 cataloged objects, including European furniture from the 16th-19th centuries; European medieval and Renaissance paintings, sculpture, textiles, and decorative objects; and Asian statuary. There are also approximately 100 light fixtures and decorative elements by Edward F. Caldwell and Company dating from the 1930s. Other categories include photographs, textiles, early 20th-century costumes, and musical instruments. In addition, there is a wealth of ephemeral material relating to the Rosens, the development of the Caramoor campus, and the establishment of public performances. Objects from the collection displayed in the Music Room of the Rosen House, including a wooden 16th-century Italian ceiling, French and Swiss 16th-century stained glass, Renaissance tapestries, and 17th-century furniture, create an incomparable setting for chamber music performances. The collection also provides primary material for Caramoor's arts-in-education programs. In programs such as The Renaissance and The Middle Ages at Caramoor and Chinese Arts & Culture, students participate in guided tours and are encouraged to use the collection as inspiration for their own writing, drawing, and music-making. |
| Part V, Line 4: | Caramoor maintains various donor-restricted endowment funds and board designated quasi-endowment funds whose purpose is to provide long term support for its charitable programs. |
| Part X, Line 2: | Caramoor recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that Caramoor had no uncertain tax positions that would require financial statement recognition or disclosure. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $13,439 Rental expenses reported on Part VIII, Line 6B - $36,239 Special event expense reported on Part VIII, Line 8b - $486,143 |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $13,439 Rental expenses reported on Part VIII, Line 6B - $36,239 Special event expense reported on Part VIII, Line 8b - $486,143 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part IV, Line 3: | FormAndLineReferenceDesc |
| Explanation | The organization is not required to file Form 5471 because it does not meet the applicable threshold ownership or other filing requirements. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | June Gala | Event1Nm |
| Gross Receipts Event1 | $1,057,425 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $969,850 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,575 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $87,279 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $102,445 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $41,905 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,560 | OtherDirectExpensesEvent1Amt |
| Event2 | Wine Benefit | Event2Nm |
| Gross Receipts Event2 | $219,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $204,450 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,419 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $23,548 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,596 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $110,030 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $134,045 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $125,185 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,860 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,144 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,426 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,297 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $44,494 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,411,420 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,299,485 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $111,935 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $107,842 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $141,419 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $49,798 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $187,084 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $486,143 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$374,208 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey P Haydon | ||||||||||||||
| CEO/Executive Director | $239,892 | $0 | $0 | $0 | $0 | $0 | $9,600 | $0 | $25,383 | $0 | $274,875 | $0 | $0 | $0 |
| Nina Curley | ||||||||||||||
| VP, Chief Development Officer | $188,797 | $0 | $0 | $0 | $0 | $0 | $7,620 | $0 | $25,586 | $0 | $222,003 | $0 | $0 | $0 |
| Katherine Schuman | ||||||||||||||
| VP, Artistic Prgm. & Exec. Producer | $187,148 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,631 | $0 | $196,779 | $0 | $0 | $0 |
| Tammy Belanger | ||||||||||||||
| VP, CFO | $136,838 | $0 | $0 | $0 | $0 | $0 | $5,540 | $0 | $17,969 | $0 | $160,347 | $0 | $0 | $0 |
| Tahra Millan | ||||||||||||||
| VP, Chief Marketing Officer | $124,541 | $0 | $0 | $0 | $0 | $0 | $5,140 | $0 | $25,927 | $0 | $155,608 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $10,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $673,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg. High/Low Value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $116,099 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Piano | 1 | $25,000 | Cost@Donation Date |
| Yes (X) | Flowers | 1 | $1,000 | Cost@Donation Date |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Column (B) reports the number of contributors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule O Narratives: | The information contained in the return is relevant through December 31, 2018 and does not reflect any activity in 2019. |
| Form 990, Part VI, Section B, line 11b | The prepared Form 990 is reviewed by senior management, the members of the Audit Committee, and then provided to the Board of Trustees prior to filing. Management, the Audit Committee members, and the independent auditors review and discuss the return. If necessary, the independent auditors submit an updated Form 990 to the CFO. The CFO confirms that the updates are accurate and posts the final draft to Drop Box. The URL address for the Drop Box file is circulated to the Board. Comments from the Board are collected and reviewed by the Audit Committee. Final edits, if any, are made and the Form 990 is filed. |
| Form 990, Part VI, Section B, line 12c | Caramoor followed its conflict of interest policy. A conflict of interest disclosure statement is required to be furnished annually by each trustee and each covered employee disclosing any anticipated or possible conflict situations. Covered employees are senior employees and other employees who have a decision making role in hiring or contracting. Each new trustee is advised of the policy and furnished a disclosure statement upon undertaking the duties of such office. When any conflict of interest may be involved in a transaction requiring action by the Board of Trustees or committee of the Board, the interested person shall call it to the attention of the Board of Trustees or such committee and the trustee concerned shall not vote on the matter. Moreover, the person having a conflict shall retire from the room in which the Board or committee is meeting and may not participate in the final deliberation or decisions regarding the matter under consideration. However, that person may provide the Board or committee with any and all relevant information before retiring. The minutes of the meeting of the Board or committee shall reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion or vote and did not vote. When there is a doubt as to whether a conflict of interest exists, the matter shall be resolved by the Board of Trustees excluding the person whose situation will be discussed. When any conflict of interest may be involved in a matter involving an employee, such employee shall notify the Board of Trustees and the Chief Executive Officer of Caramoor. The Board of Trustees may waive any disclosed conflict if it determines such waiver to be in the best interests of Caramoor. |
| Form 990, Part VI, Section B, line 15 | Caramoor has a formal Compensation Committee which reviews annually salaries, bonuses, and benefits for all Caramoor employees. The Committee pays special attention to the positions of CEO, AP&EP, CDO, CFO, and CMO. Annual reviews include assessment by the employee, the employee's supervisor, and recommendations from the CEO. The CEO also receives a review from the Compensation Committee. Trustees that sit on the Compensation Committee have all signed "conflict of interest" declarations, and do so annually. The Chair of the Committee is one of the leading non-profit recruiters and as such provides meaningful insights on compensation benchmarks. The Committee reviews salaries and compensation for similar sized arts organizations in the New York area, and nationally, and uses this information in their decision making. Minutes of the Committee's deliberations and decisions are forwarded to the CFO to be carried out and filed. The last meeting of the Compensation Committee took place on September 27, 2018. |
| Form 990, Part VI, Section C, line 18 | Caramoor makes its Form 990 and Form 1023 available for public inspection as required under Section 6104 of the Internal Revenue Code. The Form 990 is also posted on guidestar.org and other similar types of websites, as well as on Caramoor's website. |
| Form 990, Part VI, Section C, line 19 | Caramoor's governing documents are made available to the public upon request and are available for inspection at the finance office. Caramoor's conflict of interest policy is made available to the public upon request and is available for inspection at the finance office. Caramoor's financial statements are made available to the public upon request and are available for inspection at the finance office and on the Caramoor website. |
| Form 990, Part XII, Line 2c: | Caramoor has a committe that assumes responsibility for the oversight of the audit of its financial statements and selection of an independent accountant. This process did not change from the prior year. |
| Form 990, Part I, Line 6: | Through their generous commitment of time, enthusiasm, and expertise, Caramoor benefits from the contributions of volunteers throughout the year. In 2018, more than 200 people volunteered part-time at Caramoor in a variety of capacities. This number was determined by the scope of Caramoor's presenting activities and educational programs, in addition to the availability of the volunteers themselves. The majority of volunteers act as ushers at Caramoor's year-round music presentations. They are often the public face of Caramoor, acting as greeters, helping audience members to their seats, and helping to ensure the visiting public's safety and comfort. * 25-35 ushers work at each concert in the Venetian Theater * 15-20 ushers work at each concert in the Spanish Courtyard * 13 ushers work at each concert in the Music Room * 10 ushers work at each Dancing at Dusk concert on Friends' Field * 15 ushers work at each concert in the Sunken Garden Volunteers also play a major role in Caramoor's arts-in-education programs. They give tours of the collection, lead various elements of each program, and help children and teachers through the campus. They also provide guidance during public tours of the Rosen House as well as performing clerical duties and undertaking cataloging projects. Caramoor's Board of Trustees is responsible for the organization's governance, long-term strategy, and fiduciary oversight, while the senior staff is responsible for the day-to-day operation of Caramoor, including management and recommending annual budgets to the board. The board and staff work collaboratively in setting priorities for the organization's future. Caramoor's 32 board members come from diverse backgrounds and bring a wide range of professional expertise. By serving on various committees, including Finance, Building, Marketing, Development, and more, our board members act as fully engaged stewards of Caramoor's mission. One hundred percent of the board participates personally by making major contributions to support annual operating costs as well as fundraising for Caramoor. Additionally, individual board members support the organization through the establishment of endowment funds and contributions toward capital purchases. Established in 2013, the Advisory Council is comprised of members who have demonstrated a deep commitment to furthering Caramoor's mission and impact. The group, comprised of 27 members in 2018, formally meet twice a year, once with the Board of Trustees for Caramoor's Annual Meeting, and once on their own. Members also serve as members of committees of the organization, are involved in special initiatives/projects, and in advisory roles to various staff members. Individuals are selected by the Governance Committee from among our dedicated ticket buyers and donors for renewable terms of three years. Some Advisory Council members have moved up to serve on the Board of Trustees after service on the Advisory Council. The engagement of the Advisory Council continues to be an important element of Caramoor's success in engaging the broader community and undertaking a larger volume of initiatives with success. |
Comments