BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC (EIN 94-2887073)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349318513
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T15:27:10-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942887073EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY SOCIETY FOR THE PRESERVATION OFBusinessNameLine1Txt
Business Name Line2TRADITIONAL MUSICBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt
Phone5106442020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAYTON SHELVINPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone5106442020PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA H WILLIAMSPreparerPersonNm
PTINP01281212PTIN
Phone9166466464PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FREIGHT AND SALVAGE COFFEEHOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCLAYTON SHELVINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,047,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEFREIGHT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE FREIGHT AND SALVAGE PROMOTES PUBLIC AWARENESS AND UNDERSTANDING OF TRADITIONAL MUSIC.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee76TotalEmployeeCnt
Total Volunteers170TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,558,241PYContributionsGrantsAmt
CY Contributions Grants$1,996,535CYContributionsGrantsAmt
PY Program Service Revenue$3,039,415PYProgramServiceRevenueAmt
CY Program Service Revenue$2,928,807CYProgramServiceRevenueAmt
PY Investment Income$134,945PYInvestmentIncomeAmt
CY Investment Income$128,607CYInvestmentIncomeAmt
PY Other Revenue$235,106PYOtherRevenueAmt
CY Other Revenue$225,473CYOtherRevenueAmt
PY Total Revenue$4,967,707PYTotalRevenueAmt
CY Total Revenue$5,279,422CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,223,365PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,408,179CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$387,495CYTotalFundraisingExpenseAmt
PY Other Expenses$3,343,900PYOtherExpensesAmt
CY Other Expenses$3,095,308CYOtherExpensesAmt
PY Total Expenses$5,567,265PYTotalExpensesAmt
CY Total Expenses$5,503,487CYTotalExpensesAmt
PY Revenues Less Expenses-$599,558PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$224,065CYRevenuesLessExpensesAmt
Total Assets BOY$17,713,571TotalAssetsBOYAmt
Total Assets EOY$17,572,312TotalAssetsEOYAmt
Total Liabilities BOY$645,259TotalLiabilitiesBOYAmt
Total Liabilities EOY$728,072TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,068,312NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,844,240NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FREIGHT & SALVAGE IS A NONPROFIT COMMUNITY ARTS ORGANIZATION DEDICATED TO PROMOTING PUBLIC AWARENESS AND UNDERSTANDING OF TRADITIONAL MUSIC - MUSIC THAT IS ROOTED IN AND EXPRESSIVE OF THE GREAT VARIETY OF REGIONAL, ETHNIC, AND SOCIAL CULTURES OF PEOPLES THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,513,011ExpenseAmt
Revenue$3,154,280RevenueAmt
DescIN 2024, THE FREIGHT BEGAN A MAJOR REINVENTION PROCESS WHICH INVOLVED CRAFTING A NEW MISSION AND VISION AND LEANING INTO AN EXPANDED MUSICAL FOCUS. WE CONCEIVED OF, PLANNED, AND EXECUTED THE FIRST-EVER DEFORD BAILEY LEGACY FESTIVAL, A THREE-DAY CELEBRATION OF ONE OF THE MOST IMPORTANT PIONEERING BLACK AMERICAN ARTISTS. WE CONTINUED TO HOST HUNDREDS OF PERFORMERS FROM ALL OVER THE WORLD AS WELL AS BAY AREA LUMINARIES, AND WE WELCOMED OVER 50,000 MUSIC LOVERS INTO OUR VENUE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE FREIGHT'S EDUCATION PROGRAMS CONTINUED TO THRIVE IN 2024, INCLUDING TWO SOLD OUT SESSIONS OF OUR POPULAR FREIGHT SINGERS COMMUNITY CHORUS, FIVE SESSIONS OF OUR INSTRUMENTAL AND VOCAL CLASSES, AS WELL AS MULTI-GENRE WORKSHOPS, AND JAMS WHICH REACHED 2,000 STUDENTS OF ALL AGES. IN ADDITION, OUR FLAGSHIP 4TH GRADE ARTS INTEGRATION (SOCIAL STUDIES/MUSIC) PROGRAM GOLDEN STATE OF SONG LAUNCHED IN BERKELEY UNIFIED SCHOOL DISTRICT IN 2024 WITH SUPPORT FROM THE CALIFORNIA STATE LIBRARY, FEATURING TEACHING ARTIST/EDUCATOR SHIRLEY MURAMOTO. WE ALSO LAUNCHED OUR FIRST TEACHING ARTIST RESIDENCY SERIES AT A LOCAL PRIVATE ELEMENTARY SCHOOL WHERE WE PROVIDED BEATMAKING, RAPPING, AND PERCUSSION INSTRUCTION TO STUDENTS FROM 1ST-7TH GRADES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE FREIGHT CONTINUED TO FOSTER NEW PARTNERSHIPS AND COLLABORATIONS WITH OUR BERKELEY NEIGHBORS IN 2024: WE PARTICIPATED IN A YOUTH SUMMER CAMP HOSTED BY OUR FELLOW ARTS ORGANIZATION ASHKENAZ, AND WE CONTINUED OUR NEW COLLABORATIVE RELATIONSHIP WITH BERKELEY CITY COLLEGE BY DEVELOPING AND PRESENTING A UNIQUE LIVE ART AND MUSIC EVENT FOR LATINX HERITAGE MONTH. OUR RENTAL DIVISION, NOW LED BY A NEW, DEDICATED STAFF MEMBER, CONTINUED TO WORK WITH DOZENS OF COMMUNITY PARTNERS, AND WE LAID THE GROUNDWORK FOR A NEW PARTNERSHIP WITH BLACK BANJO RECLAMATION PROJECT, A LOCAL ARTS ORGANIZATION WITH SPACE NEEDS WHICH THE FREIGHT CAN HELP FULFILL.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,513,011TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document199IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee76EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDSEY CRAWFORDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106442020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BARBARA HIGBIE
CO-CHAIR1.001.00Yes (X)Yes (X)$18,327$0$0
RUSSELL POLLOCK
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
SHARON WASHINGTON
VICE-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
ELIZABETH SEJA MIN
CO-CHAIR1.001.00Yes (X)Yes (X)$0$0$0
WILLIAM HAGGERTY
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
ROBERTA BROOKS
BOARD MEMBER1.00Yes (X)$0$0$0
BRYAN DYER
BOARD MEMBER1.00Yes (X)$9,034$0$0
RENEE HAYES
BOARD MEMBER1.00Yes (X)$0$0$0
ADAM DAVIS
BOARD MEMBER1.00Yes (X)$0$0$0
SERGIO MAZARIEGOS
BOARD MEMBER1.00Yes (X)$0$0$0
MARCI RUBIN
BOARD MEMBER1.00Yes (X)$0$0$0
JONATHAN SIEGEL
BOARD MEMBER1.00Yes (X)$0$0$0
ZAHAVAH LEVINE
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM MARTINEZ
BOARD MEMBER1.00Yes (X)$0$0$0
PAMELA CALLOWAY
BOARD MEMBER1.00Yes (X)$0$0$0
CALVIN ENG THRU 51524
INTERIM MANAGING DIRECTOR39.001.00Yes (X)$42,447$0$30,500
PETER WILLIAMS
ARTISTIC DIRECTOR39.001.00Yes (X)$136,045$0$0
CLAYTON SHELVIN
MANAGING DIRECTOR39.001.00Yes (X)$131,695$0$0
LINDSEY CRAWFORD
DIRECTOR OF FINANCE & ADMINISTRATION40.00Yes (X)$89,416$0$2,300
FieldValueIRS element (for citing)
Total Reportable Comp From Org$426,964TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$32,800TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$98,234GovernmentGrantsAmt
All Other Contributions$1,898,301AllOtherContributionsAmt
Noncash Contributions$2,653NoncashContributionsAmt
Total Contributions$1,996,535TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MUSIC EDUCATION CONCER900099$2,471,175$2,471,175
CLASS FEES900099$232,501$232,501
RENTAL INCOME900099$225,131$225,131
FieldValueIRS element (for citing)
Total Program Service Revenue$2,928,807TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$128,607TotalRevenueColumnAmt
Exclusion$128,607ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$659,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$659,224SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$304,681GrossSalesOfInventoryAmt
Cost Of Goods Sold$108,553CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$196,128TotalRevenueColumnAmt
Related Or Exempt Func Income$196,128RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$29,345TotalRevenueColumnAmt
Related Or Exempt Func Income$29,345RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$29,345OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,279,422TotalRevenueColumnAmt
Related Or Exempt Func Income$3,154,280RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$128,607ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$459,764TotalAmt
Program Services$264,229ProgramServicesAmt
Management And General$146,342ManagementAndGeneralAmt
Fundraising$49,193FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,599,708TotalAmt
Program Services$916,593ProgramServicesAmt
Management And General$511,700ManagementAndGeneralAmt
Fundraising$171,415FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$177,037TotalAmt
Management And General$177,037ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$171,670TotalAmt
Program Services$111,756ProgramServicesAmt
Management And General$44,298ManagementAndGeneralAmt
Fundraising$15,616FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,665TotalAmt
Management And General$91,665ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$332,231TotalAmt
Program Services$148,660ProgramServicesAmt
Management And General$112,822ManagementAndGeneralAmt
Fundraising$70,749FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$188,518TotalAmt
Program Services$9,450ProgramServicesAmt
Management And General$178,680ManagementAndGeneralAmt
Fundraising$388FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$456,772TotalAmt
Program Services$161,264ProgramServicesAmt
Management And General$234,092ManagementAndGeneralAmt
Fundraising$61,416FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$129,364TotalAmt
Program Services$93,269ProgramServicesAmt
Management And General$26,824ManagementAndGeneralAmt
Fundraising$9,271FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,508TotalAmt
Program Services$392ProgramServicesAmt
Management And General$3,116ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$51,553TotalAmt
Program Services$13,953ProgramServicesAmt
Management And General$35,903ManagementAndGeneralAmt
Fundraising$1,697FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$54,480TotalAmt
Program Services$35,957ProgramServicesAmt
Management And General$13,620ManagementAndGeneralAmt
Fundraising$4,903FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,870TotalAmt
Management And General$22,870ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION COSTS$1,713,887$1,707,737$3,606$2,544
PROGRAM EXPENSES$48,538$48,538
TAXES AND LICENSES$1,922$1,213$406$303

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,503,487TotalAmt
Program Services$3,513,011ProgramServicesAmt
Management And General$1,602,981ManagementAndGeneralAmt
Fundraising$387,495FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,341,989BOYAmt
EOY$1,566,693EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,136BOYAmt
EOY$47,680EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$152,275BOYAmt
EOY$63,993EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,316BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$14,997BOYAmt
EOY$4,299EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$80,100BOYAmt
EOY$55,742EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,300,466LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$338,802LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$971,940BOYAmt
EOY$961,664EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,462,486BOYAmt
EOY$2,188,106EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,674,332BOYAmt
EOY$12,684,135EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,713,571BOYAmt
EOY$17,572,312EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$233,370BOYAmt
EOY$287,982EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$411,889BOYAmt
EOY$440,090EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$645,259BOYAmt
EOY$728,072EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,068,312BOYAmt
EOY$16,844,240EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,068,312BOYAmt
EOY$16,844,240EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,713,571BOYAmt
EOY$17,572,312EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$224,065ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,702,684CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,748,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,797,469CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,558,241CurrentTaxYearMinus1YearAmt
Current Tax Year$1,996,535CurrentTaxYearAmt
Total$11,803,273TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$933,715CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,017,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,292,378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,382,800CurrentTaxYearMinus1YearAmt
Current Tax Year$3,233,488CurrentTaxYearAmt
Total$10,859,593TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,636,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,765,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,089,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,941,041CurrentTaxYearMinus1YearAmt
Current Tax Year$5,230,023CurrentTaxYearAmt
Total$22,662,866TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$790,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$293,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,500CurrentTaxYearMinus1YearAmt
Current Tax Year$52,510CurrentTaxYearAmt
Total$1,252,382TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$790,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$293,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,500CurrentTaxYearMinus1YearAmt
Current Tax Year$52,510CurrentTaxYearAmt
Total$1,252,382TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$21,410,484PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,945CurrentTaxYearMinus1YearAmt
Current Tax Year$128,607CurrentTaxYearAmt
Total$317,751TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,945CurrentTaxYearMinus1YearAmt
Current Tax Year$128,607CurrentTaxYearAmt
Total$317,751TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,603CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,749CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,627CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,343CurrentTaxYearMinus1YearAmt
Current Tax Year$29,345CurrentTaxYearAmt
Total$84,667TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,658,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,818,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,122,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,077,329CurrentTaxYearMinus1YearAmt
Current Tax Year$5,387,975CurrentTaxYearAmt
Total$23,065,284TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92830PublicSupportCY509Pct
Public Support PY5090.90700PublicSupportPY509Pct
Investment Income CY0.01380InvestmentIncomeCYPct
Investment Income PY0.01100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,010,523OtherCostOrOtherBasisAmt
Depreciation$167,980DepreciationAmt
Book Value$842,543BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$289,943OtherCostOrOtherBasisAmt
Depreciation$170,822DepreciationAmt
Book Value$119,121BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$961,664TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCHARLES SCHWAB INVESTMENT ACCOUNTDesc
Book Value$2,188,106BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,188,106TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM BERKELEY TRADITIONAL MUSIC FOUNDATIONDesc
Book Value$12,684,135BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,684,135TotalBookValueOtherAssetsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF THE FORM 990 WAS COMPLETED BY THE EXECUTIVE DIRECTOR, THE DIRECTOR OF FINANCE AND THE TREASURER/CHAIR OF THE INTERNAL (FINANCE) COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD CO-CHAIRS ASSURES AND OVERSEES THE PREPARATION OF AN ANNUAL DISCLOSURE DOCUMENT AND REGULARLY SOLICITS INFORMATION TO LEARN OF ANY SUBSTANTIAL CHANGES REGARDING POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE COMMITTEE CONDUCTED A FACT FINDING STUDY, PLUS AN ASSESSMENT OF THE ORGANIZATION'S FINANCIAL POSITION, THEN MADE THEIR RECOMMENDATION AND PRESENTED IT TO THE BOARD FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN 2024.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST, GOVERNING DOCUMENTS, BOARD POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON SITE OR BY EMAIL.
FORM 990, PART XII, LINE 2(C)THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS IN THE CURRENT TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY TRADITIONAL MUSIC FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 ADDISON STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94704ZIPCd
FieldValueIRS element (for citing)
EIN273945670EIN
Primary ActivitiesSUPPORT THE BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC, INC.PrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12C, III-FIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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