CARAMOOR CENTER FOR MUSIC & THE ARTS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARAMOOR CENTER FOR MUSIC & THE ARTS INC (EIN 13-5643627)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201743149349303419
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2017-11-10T16:17:28-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 RD | AddressLine1Txt |
| City | NEWBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-11-10 | 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 | 2017-11-10 | 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 | 2017-11-10 | IPDt |
| IP Tm | 09:48:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39A6500A14EBDEC7A476CCE4E0A7F613C193113C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45D10729E84C80409783239EA0C370A8A08632B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | 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 | $18,006,444 | 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 2016, 28,215 people visited our campus to participate in our mission-based programs. In addition, approximately 10,000 people utilized our campus through facility rentals, special events, and administrative functions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 116 | TotalEmployeeCnt |
| Total Volunteers | 219 | TotalVolunteersCnt |
| Total Gross UBI | $10,904 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,715,588 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,217,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,127,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,119,193 | CYProgramServiceRevenueAmt |
| PY Investment Income | $591,749 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,868,559 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$254,780 | PYOtherRevenueAmt |
| CY Other Revenue | -$167,943 | CYOtherRevenueAmt |
| PY Total Revenue | $9,179,772 | PYTotalRevenueAmt |
| CY Total Revenue | $12,037,287 | 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 | $2,536,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,702,326 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,089,086 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,253,967 | PYOtherExpensesAmt |
| CY Other Expenses | $4,259,057 | CYOtherExpensesAmt |
| PY Total Expenses | $6,790,470 | PYTotalExpensesAmt |
| CY Total Expenses | $6,961,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,389,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,075,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,145,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,214,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $179,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $411,663 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,966,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,802,383 | 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 | $3,422,896 | ExpenseAmt |
| Revenue | $907,575 | RevenueAmt |
| Desc | Musical Performances - See Schedule OIn 2016, Caramoor presented a total of 57 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 160-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 71st annual Summer Music Festival, which ran from June 18 to August 7 and included 36 concerts and multi-set day festivals, was the highlight of our musical offerings. It opened with a performance by Tony Award-winning Kelli O'Hara, conductor and pianist Rob Fisher, and the Orchestra of St. Luke's, in residence at Caramoor since 1979.With an ongoing commitment to classical music, we presented a broad range of performances during the 2016 Summer Music Season. Pianist Jonathan Biss, who began his relationship with Caramoor as a young artist participating in the Evnin Rising Stars mentoring program in 1998, returned to perform and help shape programming as our 2016 Artist-in-Residence. Biss' performances included two piano concerti featuring the New York debut of the first installment of his Beethoven/5 project with Joshua Weilerstein conducting and the Orchestra of St. Luke's; a chamber performance with Miriam Fried, Hsin-Yun Huang, and Marcy Rosen; and an all-Beethoven recital.Additional returning artists included David Finckel and Wu Han, co-artistic Directors of the Chamber Music Society of Lincoln Center; the Emerson String Quartet's Philip Setzer; former Guarneri Quartet cellist Peter Wiley; guitarist Meng Su; and the Grammy Award-winning Pacifica Quartet, a former Ernst Stiefel String Quartet-in-Residence at Caramoor. This extended musical family also took on new members, with debuts from the celebrated Danish String Quartet and MacArthur "genius grant"-winning pianist Jeremy Denk.Our 2016 Bel Canto at Caramoor program included Rossini's Aureliano in Palmira and Beethoven's only opera, Fidelio. Will Crutchfield, Director of Opera, conducted the North American debut of his critical edition of Aureliano in Palmira, which he first presented at the Rossini Festival in Italy in 2014. Pablo Heras-Casado was the program's first guest conductor as he led Fidelio. This was alsohis first time conducting opera at Caramoor and conducting an opera with the Orchestra of St. Luke's, building on his recent successes at the Metropolitan Opera. Both operas included professional opera singers, emerging singers from the Bel Canto Young Artists program, and the Orchestra of St. Luke's. The 2016 Bel Canto Young Artists also showcased their talents in two vocal recitals, The Intimate Rossini: Ensembles & Choruses and Beethoven in Song.The Jazz Festival at Caramoor was reimagined in 2015 through a new artistic partnership between Caramoor and Jazz at Lincoln Center. In 2016, this collaboration presented an all-day festival with the Chick Corea Trio headlining. In addition, there were performances by Cecile McLorin Salvant and The Aaron Diehl Trio during the summer season. The sixth annual American Roots Music Festival was an all-day presentation of bluegrass, folk, and country music with artists Hurray for the Riff Raff, John Fullbright, Sara Watkins, The Lowest Pair, Man About a Horse, and many more. The day-long event included multiple sets by each artist throughout Caramoor's grounds, activities for children, and the Social Music Hour Workshop. The daytime attendance set records for this event. The Dancing at Dusk series is the cornerstone of our family music programming. In 2016 the series included four events which explored the music and dance traditions of Pacific Rim locales, including Tahiti, Hawaii, Colombia, the Philippines, and China. The goal of this series is to introduce children, from toddlers to pre-teens, to a wide range of music genres in a welcoming and accessible manner. We also presented our family-friendly July 4th celebration, Pops, Patriots, and Fireworks, featuring a concert with artists Westchester Symphonic Winds and Ryan Silverman, followed by a fireworks display.Caramoor presents chamber music-both classical and American Roots-as well as talks and lectures in the spring and fall in the intimate 160-seat Music Room of its historic Rosen House. Programs in spring 2016 included a presentation in collaboration with Jazz at Lincoln Center of the Anat Cohen Quartet; we also presented Edward Arron & Friends, an outgrowth of the Evnin Rising Stars program; The Small Glories with Joe Crookston; the Aizuri Quartet, the 2015-2016 Ernst Stiefel String Quartet-in-Residence; and a lecture entitled "The Mind and Music of Scott Joplin" by Dr. Richard Kogan. In fall 2016 we presented the Wednesday Morning Concert series; cellist Alisa Weilerstein performing the complete Bach cello suites; a Roots in the Music Room presentation of David Amram and Silver City Bound; Cyrille Aimee, in collaboration with Jazz at Lincoln Center; two concerts by the 2016 Evnin Rising Stars; a concert by the Argus Quartet, Caramoor's 2016-2017 Ernst Stiefel String Quartet-in-Residence; a performance by Edward Arron & Friends; and a series of Holiday Tea Musicales.In an effort to present excellent and diverse music to a wider audience, Caramoor continued to collaborate with two organizations: Waveny and the Katonah Museum of Art. Caramoor@KMA is a collaboration between two of the region's cultural resources, with Caramoor curating a series of performances by young and mid-career artists at KMA's outdoor Sculpture Garden. 2016 activities included performances by Cole Quest and the City Pickers, the Jake Hertzog Band, and Ethos Percussion Group. Caramoor also hosted a chamber music concert at the Carriage Barn at Waveny Park in New Canaan, CT, formerly home of the Waveny Chamber Music Society. On March 29 we presented the Aizuri Quartet, our 2015-2016 Ernst Stiefel String Quartet-in-Residence. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $873,243 | ExpenseAmt |
| Revenue | $128,930 | RevenueAmt |
| Desc | Mentoring - See Schedule OThe development of emerging artists is central to Caramoor's mission and woven into much of our programming. Through our five mentoring programs, we identify, train, and promote the next generation of vocal and instrumental artists. In 2016, nearly 60 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 longstanding 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 on Caramoor's campus, giving them valuable exposure and performance experience. The Evnin Rising Stars program has identified and brought 120 promising musicians to Caramoor to train with 30 artist mentors. As the years have passed, alumni of the program have established themselves as artists in the world of classical music performance.In 2016, eight young Rising Stars (Eunice Kim, violin; Paul Huang, violin; In Mo Yang, violin; Haeiji Kim, viola; Sung Jin Lee, viola; Sarah Rommel, cello; and Oliver Herbert, cello) partnered with violinist Pamela Frank, violist Nobuko Imai, and cellist Ralph Kirshbaum in a week-long residency program of coaching and rehearsals. The program culminated in two performances at Caramoor.Edward Arron & FriendsIn 1999 the program now known as Edward Arron & Friends grew out of the great success of Caramoor's Evnin Rising Stars young artist mentoring program. 120 instrumentalists on the cusp of their professional careers have participated in the Evnin Rising Stars in the last 25 years; Edward Arron & Friends serves as a bridge between that opportunity and Caramoor's general music presenting programs. It has thus far enabled 58 young artists to return to Caramoor for a residency week during the Summer Music Festival as well as additional performance opportunities throughout the year. The program is led by cellist Edward Arron, who began his affiliation with Caramoor as a Rising Star, and is now the artistic director of Edward Arron & Friends. Its focus is to foster the intimacy and immediacy of chamber music, cultivate collaborative music-making, and engage audiences in the excitement of musical performance.In 2016, 12 artists (Maria Bachmann, violin; Jennifer Frautschi, violin; Tessa Lark, violin; Jesse Mills, violin; Arnaud Sussmann, violin; Mark Holloway, viola; Hsin-Yun Huang, viola; Max Mandel, viola; Andrew Armstrong, piano; Adam Neiman, piano; Edward Arron, cello; and Alice Yoo, cello) participated and there were three performances during the year.Bel Canto Young ArtistsIn 1998 Will Crutchfield established the Bel Canto Young Artists program. Each year 35 young opera singers are selected to receive rigorous training in bel canto singing and to fill solo performance slots that arise during the Summer Music Festival. Six weeks in length, the program includes daily group classes by Caramoor staff and guests. Members of the program also understudy the principal roles of each summer's operas, participating in full-scale rehearsals that provide them with the invaluable opportunity to test their skills in a complete part. They also gain performance experience and exposure with audiences in pre-opera recital concerts.In 2016, 35 young opera singers took part in this program. Activities included a six-week residency, two stand-alone chamber recitals, pre-opera recitals, and two main-stage concert operas.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 and summer 2016, the Aizuri Quartet concluded its residency with three performances (including the world premiere of a Caramoor commission) and 10 days of outreach in local schools. In fall 2016, the Argus Quartet, the 2016-2017 Ernst Stiefel String Quartet-in-Residence, began their residency with 10 days of outreach and a concert.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 2016, four young singers (Liv Redpath, soprano; Abigail Levis, mezzo-soprano; Galeano Salas, tenor; and Justin Austin, baritone) participated in the week-long Vocal Rising Stars program under the guidance of Michael Barrett and Steven Blier. The program 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 2016 we welcomed over 6,000 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 What's in a House?, The Renaissance and The Middle Ages At Caramoor, Chinese Arts & Culture, and Student Strings. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $841,550 | ExpenseAmt |
| Revenue | $92,833 | 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 2016, 3,212 people also 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).45 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.In 2013, Caramoor began a multi-year initiative to revitalize its historic Rosen House. This included making the Rosen House more open to the public, producing more programs in the Music Room, creating a stewardship plan for its art objects, as well as making important improvements, repairs, and restorations of the house and its art objects.From 2013-2016, Caramoor commissioned reports from various advisors to develop a scope of need and possibility to realize a vibrant Rosen House. These reports covered architectural, engineering, visitor experience, security, assessments of the art objects, and other areas of importance. As a result, these reports inspired a first phase of improvements to expand the public restrooms, replace the Music Room chairs and seating risers, and update the enclosures and heating around cloisters during the winter season. The $1.5 million worth of improvements were largely funded by members of the Caramoor Board of Trustees with additional support from other Caramoor patrons. The overall Rosen House initiative and these projects have been very well received by the public and positively reported in articles in the New York Times and the Bedford Record Review. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,137,689 | 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 | 0 | 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 | Yes (1) | 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 | 197 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 |
| States Where Copy Of Return Is Fld | CT | 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 (39 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 Emerita | 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 | |||
| 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 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| William Cordiano | ||||||||
| Trustee | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane Phillips Donaldson | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Melissa Eisenstat | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Elow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Falkenberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan W Freund | ||||||||
| Trustee | 2.00 | 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 | |||
| Robert E Goodkind | ||||||||
| Trustee (thru 02/2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ann Hawley | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen J Jones | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra S Joys | ||||||||
| Trustee | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Floy B Kaminski | ||||||||
| Trustee | 4.00 | 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 | |||
| Peter Nager | ||||||||
| Trustee | 3.00 | 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 | |||
| Paul Sekhri | ||||||||
| 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 | |||
| Jeffrey P Haydon | ||||||||
| CEO/Executive Director | 65.00 | Yes (X) | $229,134 | $0 | $31,632 | |||
| Nina Curley | ||||||||
| VP, Chief Development Officer | 60.00 | $181,472 | $0 | $29,669 | Yes (X) | |||
| Paul H Rosenblum | ||||||||
| Managing Director | 55.00 | $174,208 | $0 | $20,665 | Yes (X) | |||
| Tammy Belanger | ||||||||
| VP, CFO | 45.00 | $130,672 | $0 | $20,600 | Yes (X) | |||
| Tahra Millan | ||||||||
| VP, Chief Marketing Officer | 55.00 | $118,484 | $0 | $25,682 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $833,970 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,248 | 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 |
|---|---|---|---|---|---|
| Andron Construction Corp | |||||
| 21 Anderson Lane | Goldens Bridge | NY | 10526 | Construction | $742,900 |
| Orchestra of St Lukes | |||||
| 330 West 42nd Street | New York | NY | 10036 | Resident orchestra | $543,355 |
| Alden Baily Restoration Corp | |||||
| 54 Danbury Road 290 | Ridgefield | CT | 06877 | Restoration | $236,842 |
| Beyer Blinder Belle Architects | |||||
| 120 Broadway 20th Floor | New York | NY | 10271 | Architects & Design Engineers | $181,264 |
| Great Performances | |||||
| 304 Hudson Street | New York | NY | 10013 | Catering | $131,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,224,041 | FundraisingAmt |
| Government Grants | $85,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,908,437 | AllOtherContributionsAmt |
| Noncash Contributions | $461,467 | NoncashContributionsAmt |
| Total Contributions | $7,217,478 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ticket Sales | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $1,119,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,119,193 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,119,193 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $697,765 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,480 | UnrelatedBusinessRevenueAmt |
| Exclusion | $691,285 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,740 | TotalRevenueColumnAmt |
| Exclusion | $12,740 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,997 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,260 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $107,737 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,737 | TotalRevenueColumnAmt |
| Exclusion | $107,737 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,585,752 | SecuritiesAmt |
| Other | $3,090,755 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,505,713 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,039 | SecuritiesAmt |
| Other | $3,090,755 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,170,794 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,424 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,166,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $113,955 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,224,041 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $412,520 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$298,565 | TotalRevenueColumnAmt |
| Exclusion | -$298,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,809 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,664 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,145 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,037,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,129,338 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,904 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,679,567 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,780 | TotalAmt |
| Program Services | $260,205 | ProgramServicesAmt |
| Management And General | $117,204 | ManagementAndGeneralAmt |
| Fundraising | $289,371 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,809 | TotalAmt |
| Program Services | $1,050,160 | ProgramServicesAmt |
| Management And General | $237,279 | ManagementAndGeneralAmt |
| Fundraising | $346,370 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,406 | TotalAmt |
| Program Services | $29,180 | ProgramServicesAmt |
| Management And General | $18,256 | ManagementAndGeneralAmt |
| Fundraising | $3,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,346 | TotalAmt |
| Program Services | $99,723 | ProgramServicesAmt |
| Management And General | $60,059 | ManagementAndGeneralAmt |
| Fundraising | $22,564 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,985 | TotalAmt |
| Program Services | $105,347 | ProgramServicesAmt |
| Management And General | $22,461 | ManagementAndGeneralAmt |
| Fundraising | $40,177 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,710 | TotalAmt |
| Program Services | $20,751 | ProgramServicesAmt |
| Management And General | $1,959 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Management And General | $40,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,225 | TotalAmt |
| Management And General | $27,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,656 | TotalAmt |
| Management And General | $7,656 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,123 | TotalAmt |
| Program Services | $315,499 | ProgramServicesAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
| Fundraising | $15,674 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,976 | TotalAmt |
| Program Services | $96,691 | ProgramServicesAmt |
| Management And General | $24,684 | ManagementAndGeneralAmt |
| Fundraising | $49,601 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,046 | TotalAmt |
| Program Services | $82,563 | ProgramServicesAmt |
| Management And General | $22,383 | ManagementAndGeneralAmt |
| Fundraising | $40,100 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,274 | TotalAmt |
| Program Services | $88,401 | ProgramServicesAmt |
| Management And General | $4,884 | ManagementAndGeneralAmt |
| Fundraising | $9,989 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,791 | TotalAmt |
| Program Services | $107,909 | ProgramServicesAmt |
| Management And General | $8,977 | ManagementAndGeneralAmt |
| Fundraising | $905 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,305 | TotalAmt |
| Program Services | $3,665 | ProgramServicesAmt |
| Management And General | $6,353 | ManagementAndGeneralAmt |
| Fundraising | $1,287 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,252 | TotalAmt |
| Program Services | $194,064 | ProgramServicesAmt |
| Management And General | $22,500 | ManagementAndGeneralAmt |
| Fundraising | $64,688 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,820 | TotalAmt |
| Program Services | $123,421 | ProgramServicesAmt |
| Management And General | $17,055 | ManagementAndGeneralAmt |
| Fundraising | $6,344 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fees: Artist/tech, etc. | $2,124,009 | $1,974,014 | $60,309 | $89,686 |
| Equip Rntl Rpr & Maint | $371,774 | $314,839 | $27,157 | $29,778 |
| Food and Beverages | $108,675 | $68,648 | $3,097 | $36,930 |
| Production | $86,981 | $80,221 | $25 | $6,735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,440 | TotalAmt |
| Program Services | $122,388 | ProgramServicesAmt |
| Management And General | $4,135 | ManagementAndGeneralAmt |
| Fundraising | $34,917 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,961,383 | TotalAmt |
| Program Services | $5,137,689 | ProgramServicesAmt |
| Management And General | $734,608 | ManagementAndGeneralAmt |
| Fundraising | $1,089,086 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,277 | BOYAmt |
| EOY | $349,309 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,529 | BOYAmt |
| EOY | $2,689,013 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,450 | BOYAmt |
| EOY | $1,230,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,265 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,691 | BOYAmt |
| EOY | $14,317 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,719 | BOYAmt |
| EOY | $67,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,470,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,808,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,513,850 | BOYAmt |
| EOY | $4,661,850 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,746,113 | BOYAmt |
| EOY | $16,664,694 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,370 | BOYAmt |
| EOY | $532,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,145,999 | BOYAmt |
| EOY | $26,214,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,316 | BOYAmt |
| EOY | $360,108 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,496 | BOYAmt |
| EOY | $51,555 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,812 | BOYAmt |
| EOY | $411,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,211 | BOYAmt |
| EOY | $8,560,650 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,095,072 | BOYAmt |
| EOY | $3,138,766 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,411,904 | BOYAmt |
| EOY | $14,102,967 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,966,187 | BOYAmt |
| EOY | $25,802,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,145,999 | BOYAmt |
| EOY | $26,214,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,075,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$239,708 | 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 | $4,303,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,207,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,553,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,715,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,217,478 | CurrentTaxYearAmt |
| Total | $36,996,933 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,303,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,207,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,553,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,715,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,217,478 | CurrentTaxYearAmt |
| Total | $36,996,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,858,080 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,138,853 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $668,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $856,022 | CurrentTaxYearAmt |
| Total | $2,412,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,409,500 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,502,006 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $6,250 | RevenuesIncludedAmt |
| Assets Included | $532,870 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
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 | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,827,755 | BeginningYearBalanceAmt |
| Contributions | $4,596,306 | ContributionsAmt |
| Investment Earnings Or Losses | $901,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $619,988 | OtherExpendituresAmt |
| End Year Balance | $12,705,985 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,269,755 | BeginningYearBalanceAmt |
| Contributions | $762,159 | ContributionsAmt |
| Investment Earnings Or Losses | $844,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,048,344 | OtherExpendituresAmt |
| End Year Balance | $7,827,755 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10300 | 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 | $6,129,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,234,999 | DepreciationAmt |
| Book Value | $2,894,969 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,635,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,532,150 | DepreciationAmt |
| Book Value | $1,103,127 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,646,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,041,457 | DepreciationAmt |
| Book Value | $605,223 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,661,850 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $2,839,202 | F |
| U.S. Government Securities | $1,578,756 | F |
| Equities - TIFF Multi-asset | $12,246,736 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,664,694 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,391,912 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$239,708 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $158,114 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $463,444 | OtherRevenueAmt |
| Revenue Not Reported | $381,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,010,062 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,225 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,225 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,037,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,555,716 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $158,114 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $463,444 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $621,558 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,934,158 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,225 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,225 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,961,383 | 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, was open to the public for tours in 2016. 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 hundreds of 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 the Summer Music Festival. 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, Chinese Arts & Culture, and What's in a House? students participate in guided tours and are encouraged to use the collection as inspiration for their own writing, drawing, and music-making. Schedule D, Part III, line 3, Other: Caramoor substantially completed a multi-year Stewardship Project in 2016 to evaluate all of its art objects in its Rosen House. Numerous advisors informed the process of evaluating each of the art objects in the Rosen House based on the following criteria: quality and condition appropriate to our mission and programming standards, cost to steward, accessibility to the public, strongly/uniquely relevant to the Rosens, Caramoor, Rosen House, and/or Caramoor's education programs. The Board of Trustees determined in October 2015 to sell select objects through independent auction houses. Also, the Board of Trustees stipulated that the proceeds be used for the benefit of the Rosen House and its art objects. |
| 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. Caramoor is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to December 31, 2013. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $6,664 Rental expenses reported on Part VIII, Line 6B - $44,260 Special event expense reported on Part VIII, Line 8b - $412,520 |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $6,664 Rental expenses reported on Part VIII, Line 6B - $44,260 Special event expense reported on Part VIII, Line 8b - $412,520 |
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 |
| Region Total Expenditures | $2,311,833 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,311,833 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,311,833 | 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 | $876,392 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $787,642 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $88,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $65,739 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $94,649 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $37,150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,430 | OtherDirectExpensesEvent1Amt |
| Event2 | Wine Benefit | Event2Nm |
| Gross Receipts Event2 | $273,340 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $257,340 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,933 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,496 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,779 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $55,443 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $188,264 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $179,059 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,205 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,882 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,371 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,372 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $89,276 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,337,996 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,224,041 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $113,955 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,554 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $112,516 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,301 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $172,149 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $412,520 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$298,565 | 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 (4 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 | $229,134 | $0 | $0 | $0 | $0 | $0 | $11,500 | $0 | $20,132 | $0 | $260,766 | $0 | $0 | $0 |
| Nina Curley | ||||||||||||||
| VP, Chief Development Officer | $181,472 | $0 | $0 | $0 | $0 | $0 | $9,200 | $0 | $20,469 | $0 | $211,141 | $0 | $0 | $0 |
| Paul H Rosenblum | ||||||||||||||
| Managing Director | $174,208 | $0 | $0 | $0 | $0 | $0 | $7,767 | $0 | $12,898 | $0 | $194,873 | $0 | $0 | $0 |
| Tammy Belanger | ||||||||||||||
| VP, CFO | $130,672 | $0 | $0 | $0 | $0 | $0 | $6,700 | $0 | $13,900 | $0 | $151,272 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal Value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,400 | 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 | $1,409 | 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 | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $333,951 | 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 | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $116,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Flowers | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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, 2016 and does not reflect any activity in 2017. |
| Form 990, Part VI, Section B, line 11b | The draft 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. Notwithstanding the foregoing, 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, Managing Director, CDO, CFO, and CMO. Annual reviews include self-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, in 2016, took place on December 9. |
| 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 2016, over 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. * 25-60 ushers work at each concert in the Venetian Theater * 16-30 ushers work at each concert in the Spanish Courtyard * 10 ushers work at each concert in the Music Room * 10 ushers work at each Dancing at Dusk concert on Friends' Field * 20 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 34 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. Nearly 100% 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 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. |
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