2016-05-12T08:37:10-05:00 2015-06-30 420714325 RSM US LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2014-07-01 132584273 ALVIN AILEY DANCE FOUNDATION INC ALVI 2124059000 405 WEST 55TH STREET NEW YORK NY 10019 PAMELA ROBINSON TREASURER & CFO 2124059000 2016-05-11 1 MARTIN GREIF P00029738 2123721000 2014 2016-08-17 19:52:53Z BENNETT RINK 405 WEST 55TH STREET NEW YORK NY 10019 87208349 0 X WWW.ALVINAILEY.ORG X 1958 NY THE MISSION OF ALVIN AILEY DANCE FOUNDATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY BY ESTABLISHING AN EXTENDED CULTURAL COMMUNITY WHICH PROVIDES DANCE PERFORMANCES, TRAINING AND COMMUNITY PROGRAMS FOR ALL PEOPLE. 31 29 811 64 93712 0 9947036 40186297 23174506 24466982 4179704 4911663 -593974 -675814 36707272 68889128 1743710 1574837 0 0 18997353 19883322 0 0 2070287 16349871 17087211 37090934 38545370 -383662 30343758 170406862 197685565 19837003 19032840 150569859 178652725 X THE MISSION OF THE AILEY ORGANIZATION IS TO FURTHER THE PIONEERING WORK OF ALVIN AILEY THROUGH DANCE PERFORMANCES, TRAINING, EDUCATIONAL AND COMMUNITY PROGRAMS FOR ALL PEOPLE. THE ORGANIZATION PLAYS A VITAL SOCIAL ROLE, USING THE BEAUTY AND HUMANITY OF THE AFRICAN-AMERICAN HERITAGE AND OTHER CULTURES TO UNITE PEOPLE OF ALL RACES, AGES, AND BACKGROUNDS. 0 0 16240471 11885896 ALVIN AILEY AMERICAN DANCE THEATER - FOUNDED BY ALVIN AILEY IN 1958, ALVIN AILEY AMERICAN DANCE THEATER NOW ANNUALLY REACHES ABOUT 300,000 AUDIENCE MEMBERS ACROSS THE GLOBE. SINCE ITS INCEPTION, THE COMPANY HAS PERFORMED IN 71 COUNTRIES ON 6 CONTINENTS FOR AN ESTIMATED 25 MILLION PEOPLE AT VENUES WORLDWIDE, PLUS TENS OF MILLIONS MORE PEOPLE VIA TELEVISION APPEARANCES. IN 2008, THE AILEY COMPANY WAS DESIGNATED "A VITAL AMERICAN CULTURAL AMBASSADOR TO THE WORLD" BY THE UNITED STATES CONGRESS. THE COMPANY NUMBERS THIRTY OF THE MOST TALENTED AND VERSATILE DANCERS IN THE WORLD, AND ITS DIVERSE REPERTORY IS UNPARALLELED IN MODERN DANCE. A TYPICAL ALVIN AILEY AMERICAN DANCE THEATER SEASON INCLUDES A U.S. TOUR TO OVER 20 CITIES, EXTENSIVE INTERNATIONAL TOURING, AND TWO ENGAGEMENTS IN ITS HOME BASE OF NEW YORK CITY: A SPRING ENGAGEMENT AT LINCOLN CENTER AND A 5-WEEK WINTER ENGAGEMENT AT NEW YORK CITY CENTER, WHERE AILEY IS THE PRINCIPAL DANCE COMPANY AND HAS APPEARED ANNUALLY SINCE 1972. 2156070 69660 1309124 AILEY II - LAUNCHED BY MR. AILEY IN 1974, AILEY II IS NOW UNIVERSALLY RENOWNED FOR MERGING THE COUNTRY'S BEST YOUNG DANCE TALENT WITH THE CREATIVE VISION OF TODAY'S MOST OUTSTANDING EMERGING CHOREOGRAPHERS. AILEY II IS COMPRISED OF 12 OF THE AILEY SCHOOL'S MOST PROMISING SCHOLARSHIP STUDENTS AND REACHES AUDIENCES IN MORE THAN 40 CITIES EACH YEAR ACROSS THE U.S. AND ABROAD. THE COMPANY OFFERS ITS DANCERS INVALUABLE PERFORMING AND TEACHING EXPERIENCE AND CRUCIAL TRAINING, CREATING A BRIDGE FROM THE CLASSROOM TO THE STAGE. 12351911 1505177 10416365 AILEY EDUCATION AND OUTREACH PROGRAMS - THROUGH THE AILEY SCHOOL, ITS EXTENSIVE ARTS IN EDUCATION PROGRAMS, AND THE AILEY EXTENSION, THE ORGANIZATION IS COMMITTED TO BRINGING DANCE INTO THE LIVES OF INDIVIDUALS OF ALL AGES AND BACKGROUNDS.FOUNDED IN 1969, THE AILEY SCHOOL IS AN ACCREDITED INSTITUTIONAL MEMBER OF THE NATIONAL ASSOCIATION OF SCHOOLS OF DANCE AND SERVES AS THE OFFICIAL SCHOOL OF THE ALVIN AILEY AMERICAN DANCE THEATER. THE SCHOOL OFFERS MORE THAN 300 CLASSES WEEKLY FOR AGES 3 THROUGH 25 IN A BROAD RANGE OF DANCE TECHNIQUES. THE SCHOOL'S SCHOLARSHIP PROGRAM PROVIDES ASSISTANCE FOR TALENTED AND DESERVING STUDENTS; OVER 200 SCHOLARSHIPS ARE AWARDED EACH YEAR AND THE MAJORITY OF FINANCIAL ASSISTANCE GOES TO MINORITY STUDENTS. IN CONJUNCTION WITH FORDHAM UNIVERSITY, THE AILEY SCHOOL ALSO OFFERS A BACHELOR OF FINE ARTS DEGREE IN DANCE.EACH YEAR, AILEY ARTS IN EDUCATION AND COMMUNITY PROGRAMS PROVIDE YOUNG PEOPLE FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS THE OPPORTUNITY TO EXPLORE THEIR CREATIVE POTENTIAL, BUILD SELF-ESTEEM, AND DEVELOP LIFE-SKILLS SUCH AS TEAMWORK AND SELF-DISCIPLINE. PROGRAMS INCLUDE AILEYCAMP, A UNIQUE SUMMER DAY CAMP PROGRAM FOR UNDERSERVED CHILDREN IN MAJOR CITIES ACROSS THE UNITED STATES; AILEYDANCE KIDS, WHICH PRESENTS DANCE CLASSES AND CROSS-CURRICULAR LESSONS TO APPROXIMATELY 4,000 PUBLIC SCHOOL STUDENTS IN NY AND NJ; REVELATIONS: AN INTERDISCIPLINARY APPROACH, A CURRICULUM-BASED INITIATIVE THAT USES ALVIN AILEY AMERICAN DANCE THEATER'S SIGNATURE PIECE TO TEACH ACADEMIC SUBJECTS IN CLASSROOMS ACROSS THE COUNTRY.THE AILEY EXTENSION OFFERS DANCE AND FITNESS CLASSES OPEN TO THE PUBLIC, WITH MORE THAN 80 CLASSES EACH WEEK IN A VARIETY OF TECHNIQUES INCLUDING HORTON, BALLET, WEST AFRICAN, AND ZUMBA. SINCE ITS INCEPTION IN 2005, MORE THAN 70,000 PEOPLE HAVE TAKEN CLASSES THROUGH THE AILEY EXTENSION. 882317 639387 ANCILLARY ON-SITE COMMUNITY PROGRAMS 882317 639387 31630769 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 192 0 1 811 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL IL MA MD NC NJ NY PA VA X PAMELA ROBINSON 2124059000 405 WEST 55TH STREET NEW YORK NY 10019 X JOAN H WEILL TRUSTEE 2.00 X 0 0 0 DARIA L WALLACH CHAIR 10.00 X X 0 0 0 SIMIN N ALLISON VICE-CHAIR 5.00 X X 0 0 0 DEBRA L LEE PRESIDENT 7.00 X X 0 0 0 LINDA M LINDENBAUM TRUSTEE 2.00 X 0 0 0 ARTHUR J MIRANTE II VICE-CHAIR 5.00 X X 0 0 0 JOHN H SCHAEFER VICE-CHAIR 5.00 X X 0 0 0 JAMES G ABRUZZO TRUSTEE (THRU 06/30/15) 2.00 X 0 0 0 GINA F ADAMS VICE-CHAIR 5.00 X X 0 0 0 FRANK R AHIMAZ TRUSTEE 2.00 X 0 0 0 ELEANOR S APPLEWHAITE ESQ TRUSTEE 2.00 X 0 0 0 ROBERT BATTLE TRUSTEE/ARTISTIC DIRECTOR 40.00 X X 391713 0 21491 NICOLE A BERNARD TRUSTEE 2.00 X 0 0 0 KATHRYN C CHENAULT TRUSTEE 2.00 X 0 0 0 ANITA-AGNES O HASSELL TRUSTEE (THRU 12/2014) 2.00 X 0 0 0 JENNY IRELAND TRUSTEE 2.00 X 0 0 0 ANTHONY S KENDALL TRUSTEE 2.00 X 0 0 0 ROBERT KISSANE TRUSTEE 2.00 X 0 0 0 MICHELLE Y LEE TRUSTEE 2.00 X 0 0 0 NATASHA LEIBEL LEVINE MD TRUSTEE 2.00 X 0 0 0 ANTHONY A LEWIS TRUSTEE 2.00 X 0 0 0 LESLIE L MAHERAS TRUSTEE 2.00 X 0 0 0 STEPHEN J MERINGOFF TRUSTEE 2.00 X 0 0 0 GABRIELLA E MORRIS TRUSTEE (THRU 03/2015) 2.00 X 0 0 0 MARYLIN L PRINCE TRUSTEE 2.00 X 0 0 0 ROBIN C ROYALS TRUSTEE 2.00 X 0 0 0 RICHARD SPECIALE TRUSTEE 2.00 X 0 0 0 MARC S STRACHAN TRUSTEE 2.00 X 0 0 0 STANLEY PLESENT ESQ TRUSTEE 2.00 X 0 0 0 HENRY MCGEE TRUSTEE 2.00 X 0 0 0 LEMAR SWINNEY TRUSTEE 2.00 X 0 0 0 RICKI LANDER TRUSTEE (JOINED 01/2015) 2.00 X 0 0 0 DORIS P MEISTER TRUSTEE (JOINED 03/2015) 2.00 X 0 0 0 BENNETT RINK EXECUTIVE DIRECTOR 40.00 X 482006 0 31715 PAMELA ROBINSON CFO/TREASURER 40.00 X 480273 0 38857 ELENA PAUL DIR OF LEGAL & BUS AFFAIRS 40.00 X 193492 0 24356 MASAZUMI CHAYA ASSOCIATE ARTISTIC DIRECTOR 40.00 X 1329835 0 22045 THOMAS COTT DIRECTOR OF MARKETING 40.00 X 211896 0 19091 KIMBERLY WATSON SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 197516 0 18016 CHRISTOPHER ZUNNER DIRECTOR OF PUBLIC RELATIONS 40.00 X 186280 0 16456 CHAD SUTTON DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 163674 0 30957 TRACY INMAN CO-DIRECTOR/AILEY SCHOOL 40.00 X 143738 0 17027 JUDITH JAMISON ARTISTIC DIRECTOR EMERITA 10.00 X 217856 0 0 CALVIN HUNT DEC'D 42014 FORMER SENIOR DIR OF PERF & PROD 0.00 X 309410 0 7386 4307689 0 247397 30 1 1 0 NEW YORK CITY CENTER THEATER 130 WEST 56 STREET NEW YORK NY 10019 THEATER PRODUCTION 964528 CITY CENTER OF MUSIC & DRAMA INC 20 LINCOLN CENTER NEW YORK NY 10023 THEATER PRODUCTION 440982 SPECTRUM BUILDING SERVICES INC 300 EAST 42ND STREET NEW YORK NY 10017 CLEANING SERVICES 337913 OPUS 3 ARTISTS 470 PARK AVE SO NEW YORK NY 10016 BOOKING AGENT 258161 STAGE CALL CORPORATION 5248 S DESERT VIEW DRIVE SUITE APACHE JUNCTION AZ 85120 TRUCKING 249872 20 4575132 451650 35159515 17208181 40186297 PERFORMANCE FEES 711120 13195020 13195020 TUITION & TEACHING FEES 611600 9682025 9682025 STUDIO INCOME 531120 855597 628406 77767 149424 STUDENT FEES 611710 601633 601633 SCHOOL TICKET SALES 611600 132707 132707 24466982 2008133 15945 1992188 123103 123103 19913339 18255 17005861 22203 2907478 -3948 2903530 2903530 393690 4575132 1291157 -897467 -897467 MISC. INCOME 900099 87569 87569 RELATED MERCHANDISE SALES 711120 10981 10981 98550 68889128 24250772 93712 4358347 X 1574837 1574837 2666032 1589361 1076671 13382165 11333166 983652 1065347 459245 412251 23273 23721 2212517 1791711 283787 137019 1163363 963070 123253 77040 59029 59029 132850 132850 264379 264379 4267591 3789856 263649 214086 1541662 1541662 454584 249376 68801 136407 245028 171303 49873 23852 206182 206182 2611820 2173733 383814 54273 2907787 2840644 51696 15447 101740 87496 10174 4070 1681494 1446085 168149 67260 210952 178367 32358 227 CREDIT CARD & BANK FEES 512089 144809 329891 37389 PLEDGE RESERVE EXPENSE 510569 510569 EQUIPMENT RENTAL 436165 436165 PRODUCTION & SCENERY 358022 358022 585268 342673 28446 214149 38545370 31630769 4844314 2070287 7653710 8069140 9329663 22720354 3834098 11867906 1503472 2143424 15893 15893 301823 384479 53439192 16185076 38445646 37254116 85763274 87309962 21164643 25543786 2394640 2376505 170406862 197685565 4064832 3031355 2473850 3246004 13298321 12755481 19837003 19032840 X 85162434 88078732 20616076 45739904 44791349 44834089 150569859 178652725 170406862 197685565 30343758 -2260892 0 X 0 1 X 1 0 X 11957843 14322871 10848634 9947036 40186297 87262681 21815843 22961068 23484920 23122337 24250772 115634940 33773686 37283939 34333554 33069373 64437069 202897621 4234322 6029440 1791970 3700945 26085512 41842189 0 4234322 6029440 1791970 3700945 26085512 41842189 161055432 1790658 1991133 2400624 1907189 2280660 10370264 1790658 1991133 2400624 1907189 2280660 10370264 8567 8567 336181 299905 313349 407773 477311 1834519 35900525 39574977 37047527 35384335 67203607 215110971 0.74870 0.78430 0.04820 0.05810 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SPECIAL EVENTS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175000 X X 0 63256426 2449381 1438273 2611893 64532187 54960243 2269825 8317733 2291375 63256426 48550319 3572766 4937785 2100627 54960243 43594415 6782071 -1183022 643145 48550319 37287514 2894110 3884825 472034 43594415 0.24130 0.65750 0.10120 0 0 9334293 9334293 33217781 8796071 24421710 10887118 7389005 3498113 37254116 ALTERNATIVE INVESTMENTS 25543786 F 25543786 BONDS PAYABLE 12680000 LIABILITIES FOR AMOUNTS HELD FOR OTHERS 75481 12755481 X 65754163 -2260892 1123866 -1733560 -2870586 68624749 264379 264379 68889128 37671297 1123866 1123866 36547431 264379 1733560 1997939 38545370 PART III, LINE 4: THE FOUNDATION OWNS JOINTLY, WITH THE SMITHSONIAN INSTITUTION, A COLLECTION OF ORIGINAL HISTORIC PHOTOGRAPHS OF ALVIN AILEY AND ALVIN AILEY AMERICAN DANCE THEATER BY PHOTOGRAPHER JACK MITCHELL (THE COLLECTION). THE COLLECTION WAS PURCHASED FROM MR. MITCHELL IN 2012 BY THE FOUNDATION. THE COLLECTION IS HOUSED AND MAINTAINED BY THE LIBRARY OF CONGRESS. THE FOUNDATION AND THE SMITHSONIAN OWN JOINT COPYRIGHT IN THE COLLECTION. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS A NOT-FOR-PROFIT ENTITY, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2012, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION REMISSIONS & OTHER GRANTS -1,222,991. PLEDGE RESERVE EXPENSE -510,569. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSIONS & OTHER GRANTS 1,222,991. PLEDGE RESERVE EXPENSE 510,569. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES DANCE PERFORMANCES 2105795 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES DANCE PERFORMANCES 21654 NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES DANCE PERFORMANCES 44742 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 25543786 0 0 0 0 0 0 27715977 0 27715977 1 0 1 1 0 0 ONG DINNER 3340310 3136610 203700 167990 15000 427598 SPRING DINNER 966600 881925 84675 95960 254984 1 661912 556597 105315 11575 128153 11989 177908 4968822 4575132 393690 11575 392103 26989 860490 1291157 -897467 1 TUITION REMISSION 200 1011919 LIVING STIPENDS 88 357918 TUITION ASSISTANCE 21 205000 PART I, LINE 2: STUDENT AID IS GIVEN IN THE FORM OF TUITION REMISSION, WHICH IS APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT. OTHER AID IS GIVEN THROUGH CASH STIPENDS FOR LIVING EXPENSES. THIS AID IS DISBURSED EACH SEMESTER WHEN THE STUDENT ARRIVES. THE STUDENT MUST MAINTAIN SATISFACTORY ACADEMIC PROGRESS IN ALL OF THEIR CLASSES. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 ROBERT BATTLE TRUSTEE/ARTISTIC DIRECTOR 380085 0 0 0 11628 0 7800 0 13691 0 413204 0 0 0 BENNETT RINK EXECUTIVE DIRECTOR 339506 0 26250 0 116250 0 7800 0 23915 0 513721 0 116250 0 PAMELA ROBINSON CFO/TREASURER 230273 0 0 0 250000 0 7800 0 31057 0 519130 0 210000 0 ELENA PAUL DIR OF LEGAL & BUS AFFAIRS 193492 0 0 0 0 0 6090 0 18266 0 217848 0 0 0 MASAZUMI CHAYA ASSOCIATE ARTISTIC DIRECTOR 269835 0 0 0 1060000 0 7800 0 14245 0 1351880 0 750000 0 THOMAS COTT DIRECTOR OF MARKETING 211896 0 0 0 0 0 6476 0 12615 0 230987 0 0 0 KIMBERLY WATSON SENIOR DIRECTOR OF DEVELOPMENT 197516 0 0 0 0 0 2615 0 15401 0 215532 0 0 0 CHRISTOPHER ZUNNER DIRECTOR OF PUBLIC RELATIONS 186280 0 0 0 0 0 5645 0 10811 0 202736 0 0 0 CHAD SUTTON DIRECTOR OF INFORMATION TECHNOLOGY 163674 0 0 0 0 0 1711 0 29246 0 194631 0 0 0 TRACY INMAN CO-DIRECTOR/AILEY SCHOOL 139438 0 0 0 4300 0 4410 0 12617 0 160765 0 0 0 JUDITH JAMISON ARTISTIC DIRECTOR EMERITA 0 0 0 0 217856 0 0 0 0 0 217856 0 0 0 CALVIN HUNT DEC'D 42014 FORMER SENIOR DIR OF PERF & PROD 59410 0 0 0 250000 0 1861 0 5525 0 316796 0 194444 0 PART I, LINE 1A A HOUSING ALLOWANCE AND PAYMENTS TO OFFSET TAX CONSEQUENCES WERE PAID TO THE ARTISTIC DIRECTOR EMERITA. THESE AMOUNTS ARE INCLUDED IN "OTHER REPORTABLE COMPENSATION AND REPORTED ON THE W2. PART I, LINE 4B THE ASSOCIATE ARTISTIC DIRECTOR HAD AN AGREEMENT WITH THE FOUNDATION TO BE PROVIDED A SUPPLEMENTAL RETIREMENT PENSION PAYMENT. THE AGREEMENT COVERED THE PERIOD FROM JULY 1, 2010 TO JUNE 30, 2014 AND WAS FULLY PAID DURING THE PERIOD COVERED BY THIS RETURN. THE PAYMENT OF $1,060,000 IS INCLUDED IN COLUMN B(III) AND THE PREVIOUSLY REPORTED AMOUNTS ARE INCLUDED IN COLUMN F. THE FOUNDATION ENTERED INTO PAY TO STAY AGREEMENTS WITH THREE OF ITS SENIOR STAFF, THE SENIOR DIRECTOR OF PERFORMANCE & PRODUCTION, THE CFO AND THE EXECUTIVE DIRECTOR (FORMERLY SENIOR DIRECTOR OF EXTERNAL AFFAIRS). THE EFFECTIVE DATE OF THE AGREEMENTS WAS APRIL 1, 2012 AND ENDED ON VARIOUS DATES, ALL WITHIN THE 2014 CALENDAR YEAR. THE AMOUNTS DUE TO EACH WERE FULLY PAID DURING THE YEAR. THE AMOUNTS PAID ARE INCLUDED IN COLUMN B(III) AND THE PREVIOUSLY REPORTED AMOUNTS ARE INCLUDED IN COLUMN F. PART I, LINE 7 AS DELINEATED IN HIS WRITTEN EMPLOYMENT CONTRACT, THE EXECUTIVE DIRECTOR MAY RECEIVE A BONUS FOR MEETING OBJECTIVES AND PERFORMANCE CRITERIA AGREED UPON WITH THE BOARD. DURING THE YEAR, THE NON-FIXED PAYMENT AMOUNT AWARDED TO THE EXECUTIVE DIRECTOR WAS $26,250. A TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK 911882413 649717MV4 2003-11-06 20000000 TO FINANCE PART OF THE CONSTRUCTION COSTS OF THE ORGANIZATION'S FACILITIES 0 0 0 A 20000000 626103 440173 18762525 171200 2007 0 0 1 1 A 0 0 1 0 0 0.01000 0.01000 0.02000 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK DATE THE REBATE COMPUTATION WAS PERFORMED: 12/20/2013 IUBIBLIOWICZ ARCHITECTS ENTITY OWNED MORE THAN 35% BY A FAMILY MEMBER OF A CURRENT TRUSTEE 204958 ALVIN AILEY DANCE FOUNDATION RETAINED IU+BIBLIOWICZ ARCHITECTS, THE ARCHITECTURAL FIRM THAT ORIGINALLY DESIGNED THE BUILDING, TO DETERMINE THE FEASIBILITY OF EXPANDING THE STRUCTURE. SERVICES INCLUDED CONCEPTUAL DESIGN OF NEW DANCE STUDIOS AND SUPPORT SPACES, RESEARCH OF CODE AND STRUCTURAL ISSUES, AND DRAFTING PLANS USED IN OBTAINING NECESSARY LOCAL GOVERNMENTAL APPROVALS. THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY WAS FOLLOWED IN RETAINING THE FIRM. 0 X 13 16996455 FMV WHEN DONATED X 2 30958 RETAIL VALUE X EVENT SERVICES/SUPPLIES 9 89032 RETAIL VALUE X OTHER 3 71486 RETAIL VALUE X AIRFARE 1 20250 RETAIL VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS ABOVE REPRESENTS THE NUMBER OF DONORS OF NON-CASH ITEMS DURING THE FISCAL YEAR ENDED JUNE 30, 2015. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT OF THE 990 IS THOROUGHLY EXAMINED AND REVIEWED BY THE TREASURER & CFO AND THE AUDIT COMMITTEE, AS WELL AS THE EXECUTIVE DIRECTOR AND BY OTHER KEY STAFF AS APPROPRIATE. THE COMPLETED 990 IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (WHO WAS PREVIOUSLY DELEGATED THAT RESPONSIBILITY BY THE FULL BOARD) PRIOR TO FILING. ALSO PRIOR TO FILING, A FULL COPY IS SENT TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE CONFLICT OF INTEREST POLICY IS SENT TO EACH MEMBER OF THE BOARD, AS WELL AS THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE POLICY IS REVIEWED AND DISCUSSED AT ONE BOARD MEETING EACH YEAR. INDIVIDUALS ARE REQUIRED TO COMPLETE AND RETURN A QUESTIONNAIRE WHICH WOULD NOTE ANY NECESSARY DISCLOSURES OR CONFLICTS. THE CFO REVIEWS EACH COMPLETED QUESTIONNAIRE AND, IF A CONFLICT ARISES, THE CFO WILL BRING THE MATTER TO THE ATTENTION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE DESIGNATED BY THE BOARD PERFORMS DUE DILIGENCE ON APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE COMPENSATION COMMITTEE SEEKS DIRECTION AND ADVICE FROM OUTSIDE COUNSEL, WHO SPECIALIZE IN EXECUTIVE COMPENSATION, AND FROM CONSULTANTS WHO PERFORM BENCHMARKING ANALYSIS TO ASSIST IN DEVELOPING THE RECOMMENDATION. THE EXECUTIVE COMMITTEE MEETS WITH THE COMPENSATION COMMITTEE AND COUNSEL TO REVIEW THE PROPOSED COMPENSATION. AADF PERFORMS INTERNAL BENCHMARKING FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION USING PUBLISHED SURVEYS AND OTHER RESOURCES. SALARY RECOMMENDATIONS ARE PROPOSED BY THE EXECUTIVE DIRECTOR TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS AVAILABLE UPON REQUEST AND ALSO ON WEBSITES SUCH AS GUIDESTAR.ORG. GOVERNING DOCUMENTS, SUCH AS THE CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS, ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. FORM 990, PART VII & SCHEDULE J ROBERT BATTLE, ARTISTIC DIRECTOR & TRUSTEE, IS COMPENSATED FOR HIS SERVICE TO THE ORGANIZATION AS THE ARTISTIC DIRECTOR, NOT FOR HIS SERVICE AS A TRUSTEE. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B THE NUMBER OF HOURS REPORTED FOR THOSE INDIVIDUALS RECEIVING COMPENSATION IS BASED ON WEEKLY HOURS FOR PAYROLL PURPOSES. THE ACTUAL NUMBER OF HOURS WORKED IS CONSIDERABLY HIGHER. FORM 990, PART IX, LINE 11G COMMISSIONS TO AGENTS: PROGRAM SERVICE EXPENSES 758,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 758,294. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,031,562. MANAGEMENT AND GENERAL EXPENSES 263,649. FUNDRAISING EXPENSES 214,086. TOTAL EXPENSES 3,509,297.