CARAMOOR CENTER FOR MUSIC & THE ARTS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARAMOOR CENTER FOR MUSIC & THE ARTS INC (EIN 13-5643627)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349304841
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2025-11-11T15:14:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'Connor Davies Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Fostertown Road | AddressLine1Txt |
| City | Newburgh | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | Gillian Fox | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9142328425 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Modelson | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 8455655400 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gillian Fox | 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 | $16,901,707 | 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 | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 101 | TotalEmployeeCnt |
| Total Volunteers | 129 | TotalVolunteersCnt |
| Total Gross UBI | -$32 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,518,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,138,989 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,222,785 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,565,316 | CYProgramServiceRevenueAmt |
| PY Investment Income | $687,284 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,150,308 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$260,535 | PYOtherRevenueAmt |
| CY Other Revenue | -$412,491 | CYOtherRevenueAmt |
| PY Total Revenue | $6,167,706 | PYTotalRevenueAmt |
| CY Total Revenue | $7,442,122 | 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 | $3,382,415 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,407,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,215,669 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,297,940 | PYOtherExpensesAmt |
| CY Other Expenses | $5,837,294 | CYOtherExpensesAmt |
| PY Total Expenses | $8,680,355 | PYTotalExpensesAmt |
| CY Total Expenses | $9,245,161 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,512,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,803,039 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,837,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,813,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,307,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $298,593 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,530,162 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,515,029 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Caramoor's mission is to enrich the lives of audiences through innovative and diverse musical performances of the highest quality, mentor young professional musicians, and engage children through interactive educational experiences that deepen their relationship to and understanding of music. These three fundamentalsmusic performance, musician mentoring, and music educationinfuse everything we do. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,098,146 | ExpenseAmt |
| Revenue | $1,261,922 | RevenueAmt |
| Desc | Musical Performances - See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,377,483 | ExpenseAmt |
| Revenue | $241,404 | RevenueAmt |
| Desc | Rosen House, Gardens and Estate - See Schedule OAnother significant achievement for Caramoor in 2024 was the strong debut of Focus Tours at the Rosen House. These tours are conducted to further our mission to provide arts education to the public. Jessa Krick the Director of Interpretation, Collection, and Archives at the Rosen House, curates a new tour each year which highlights timely themes and revelations uncovered by invigorated research - mining the rich archives of the Rosen House. The Focus Tours breathe fresh life into historical art and objects, uncovering hidden narratives, forgotten contexts, and evolving interpretations that resonate with modern audiences. The 2024 Focus Tour magnified the significant number of works at Caramoor by and about women artists, many of whom Walter and Lucie Rosen considered friends. The docent-led tours taught visitors about the artists including painters, sculptors, and performers and their work revealed by new, fascinating research gleaned from Mrs. Rosen's diaries and correspondence. The Rosen House attracted 4,000 visitors in 2024. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $873,118 | ExpenseAmt |
| Revenue | $61,468 | RevenueAmt |
| Desc | Education/Mentoring - See Schedule OCollaborations with local organizations strengthened our commitment to inclusivity, ensuring Caramoor remains a place where audiences from diverse backgrounds feel welcomed and inspired. Educational programs like Evnin Rising Stars, Schwab Vocal Rising Stars, and Terra Quartet's residency, nurtured emerging talent and children's concerts introduced young listeners to the joy of live music. Caramoor continues to enhance cultural vibrancy and create meaningful artistic experiences for the public. Caramoor's mentoring program provides opportunities for emerging talent to learn from established professionals, cultivating creativity, career growth, and artistic innovation. Since its founding in 1992, our mentoring program has been at the heart of our mission, providing young professional musicians with the opportunity to develop their artistry, gain invaluable performance experience, and engage with audiences in meaningful ways. Each year, the program brings these emerging artists to the stage, offering them the platform and guidance needed to refine their craft, expand their professional networks, and prepare for successful careers in the music industry. Through thoughtfully curated public performances, we not only share exceptional music with our audiences but also ensure that the legacy of musical excellence continues to thrive for future generations. In the 2024 season, we continued Caramoor's tradition of mentoring young artists through various programming and performances. One example is the Ernst Stiefel String Quartet-in-Residence: one up-and-coming string quartet is chosen each year to complete a year-long residency at Caramoor. This year's quartet, the Terra String Quartet, has visited ten schools as part of our Student Strings program. The quartet also performed concerts at the schools and at Caramoor. Approximately 700 students were served by Caramoor's Education program in 2024. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,348,747 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 171 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 101 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tammy Belanger CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142328425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Caramoor Center 149 Girdle Ridge Rd | AddressLine1Txt |
| City | Katonah | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| James A Attwood Jr | ||||||||
| Chairman | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Peter Kend | ||||||||
| Vice Chairman | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul S Bird | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Angela Haines | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Judy Evnin | ||||||||
| Chairman Emeritas | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Barry J Alperin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James L Amine | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Barber | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Bauer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Len Chazen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ian Cook | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William Cordiano | ||||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane Phillips Donaldson | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Elow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan W Freund | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Glauber | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Francis Goldwyn | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Floy B Kaminski | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Lee | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Limpe | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Offit | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard H O'Leary | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Andrew Saul | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Spector | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Stanton | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Stiles | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Welch | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ian Winchester | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward Lewis III | ||||||||
| President & CEO | 65.00 | Yes (X) | $333,461 | $0 | $26,979 | |||
| Tracy Tajbl VPDirector of | ||||||||
| Development, thru 8/7/2024 | 60.00 | Yes (X) | $175,344 | $0 | $13,112 | |||
| Katherine Schuman | ||||||||
| VP, Artistic Director | 60.00 | $208,076 | $0 | $22,456 | Yes (X) | |||
| Tammy Belanger | ||||||||
| VP, CFO | 50.00 | $172,342 | $0 | $26,736 | Yes (X) | |||
| Marc Lowenstein Director of | ||||||||
| Marketing & Communication | 40.00 | $104,481 | $0 | $519 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $993,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,802 | 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 |
|---|---|---|---|---|---|
| Great Performances | |||||
| 2417 3rd Avenue | Bronx | NY | 10451 | Food services | $176,842 |
| St Luke's Chamber Ensemble | |||||
| 450 West 37th Street Ste 502 | New York | NY | 10018 | Performing Orchestra | $144,000 |
| Word of Mouth Foods LLC | |||||
| 300 Foggintown Road | Brewster | NY | 10509 | Food services | $141,349 |
| Capacity Interactive Consulting LLC | |||||
| PO Box 83447 | Woburn | MA | 01813 | Internet Marketing Service | $137,730 |
| Progressive Computing Inc | |||||
| 51 Smart Avenue Ste 200 | Yonkers | NY | 10704 | Technological services | $136,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,183,935 | FundraisingAmt |
| Government Grants | $104,550 | GovernmentGrantsAmt |
| All Other Contributions | $2,850,504 | AllOtherContributionsAmt |
| Noncash Contributions | $436,991 | NoncashContributionsAmt |
| Total Contributions | $4,138,989 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ticket Sales | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $1,565,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,565,316 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,565,316 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,888,219 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$32 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,888,251 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,679 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,403 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,276 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,276 | TotalRevenueColumnAmt |
| Exclusion | $92,276 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,015,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,753,224 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,089 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,089 | TotalRevenueColumnAmt |
| Exclusion | $262,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $115,425 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,183,935 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $623,980 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$508,555 | TotalRevenueColumnAmt |
| Exclusion | -$508,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,456 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,978 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$522 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,310 | TotalRevenueColumnAmt |
| Exclusion | $4,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,310 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,442,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,564,794 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$32 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,738,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,505 | TotalAmt |
| Program Services | $479,367 | ProgramServicesAmt |
| Management And General | $239,418 | ManagementAndGeneralAmt |
| Fundraising | $259,720 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,801 | TotalAmt |
| Program Services | $1,273,493 | ProgramServicesAmt |
| Management And General | $238,262 | ManagementAndGeneralAmt |
| Fundraising | $363,046 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,852 | TotalAmt |
| Program Services | $30,510 | ProgramServicesAmt |
| Management And General | $15,640 | ManagementAndGeneralAmt |
| Fundraising | $4,702 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,821 | TotalAmt |
| Program Services | $163,301 | ProgramServicesAmt |
| Management And General | $79,894 | ManagementAndGeneralAmt |
| Fundraising | $38,626 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,888 | TotalAmt |
| Program Services | $141,473 | ProgramServicesAmt |
| Management And General | $33,307 | ManagementAndGeneralAmt |
| Fundraising | $47,108 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,423 | TotalAmt |
| Program Services | $1,262 | ProgramServicesAmt |
| Management And General | $9,161 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,500 | TotalAmt |
| Management And General | $50,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,248 | TotalAmt |
| Management And General | $154,248 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,456 | TotalAmt |
| Management And General | $58,456 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,863 | TotalAmt |
| Program Services | $398,786 | ProgramServicesAmt |
| Fundraising | $17,077 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,645 | TotalAmt |
| Program Services | $81,706 | ProgramServicesAmt |
| Management And General | $36,676 | ManagementAndGeneralAmt |
| Fundraising | $64,263 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,721 | TotalAmt |
| Program Services | $152,282 | ProgramServicesAmt |
| Management And General | $40,569 | ManagementAndGeneralAmt |
| Fundraising | $108,870 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,408 | TotalAmt |
| Program Services | $156,664 | ProgramServicesAmt |
| Management And General | $8,945 | ManagementAndGeneralAmt |
| Fundraising | $16,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,048 | TotalAmt |
| Program Services | $42,064 | ProgramServicesAmt |
| Management And General | $7,091 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,006 | TotalAmt |
| Program Services | $6,026 | ProgramServicesAmt |
| Management And General | $1,553 | ManagementAndGeneralAmt |
| Fundraising | $427 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,514 | TotalAmt |
| Program Services | $672,361 | ProgramServicesAmt |
| Management And General | $96,051 | ManagementAndGeneralAmt |
| Fundraising | $192,102 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,282 | TotalAmt |
| Program Services | $170,940 | ProgramServicesAmt |
| Management And General | $25,509 | ManagementAndGeneralAmt |
| Fundraising | $9,833 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fees: Artist/tech, etc. | $1,375,017 | $1,323,416 | $48,090 | $3,511 |
| Equip Rntl Rpr & Maint | $646,150 | $597,515 | $31,624 | $17,011 |
| Loss on Asset Disposal | $491,900 | $491,900 | ||
| Donated Items | $340,754 | $330,241 | $899 | $9,614 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,359 | TotalAmt |
| Program Services | $327,340 | ProgramServicesAmt |
| Management And General | $12,952 | ManagementAndGeneralAmt |
| Fundraising | $62,067 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,245,161 | TotalAmt |
| Program Services | $6,348,747 | ProgramServicesAmt |
| Management And General | $1,680,745 | ManagementAndGeneralAmt |
| Fundraising | $1,215,669 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,438 | BOYAmt |
| EOY | $737,288 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,464 | BOYAmt |
| EOY | $1,335,305 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,940 | BOYAmt |
| EOY | $98,476 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,235 | BOYAmt |
| EOY | $42,662 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,360 | BOYAmt |
| EOY | $75,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,624,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,521,157 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,213,228 | BOYAmt |
| EOY | $11,103,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,149,682 | BOYAmt |
| EOY | $23,795,258 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,534,154 | BOYAmt |
| EOY | $8,114,435 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,370 | BOYAmt |
| EOY | $511,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,837,871 | BOYAmt |
| EOY | $45,813,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,667 | BOYAmt |
| EOY | $171,616 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,042 | BOYAmt |
| EOY | $126,977 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,709 | BOYAmt |
| EOY | $298,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,719,713 | BOYAmt |
| EOY | $16,109,804 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,810,449 | BOYAmt |
| EOY | $29,405,225 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,530,162 | BOYAmt |
| EOY | $45,515,029 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,837,871 | BOYAmt |
| EOY | $45,813,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,803,039 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,787,906 | 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 | $5,343,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,494,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,487,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,518,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,138,989 | CurrentTaxYearAmt |
| Total | $24,982,130 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,343,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,494,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,487,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,518,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,138,989 | CurrentTaxYearAmt |
| Total | $24,982,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,825,806 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,156,324 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $616,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,392,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,070,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,280,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,053,930 | CurrentTaxYearAmt |
| Total | $6,413,564 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,310 | CurrentTaxYearAmt |
| Total | $20,296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,415,990 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,751,885 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Reimbursements - 2020 Amount: $ 3,404. 2021 Amount: $ 1,678. 2022 Amount: $ 3,944. 2023 Amount: $ 4,312. 2024 Amount: $ 4,310. Class Action Settlement - 2020 Amount: $ 1,125. 2021 Amount: $ 1,523. | ExplanationTxt |
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) |
|---|---|---|
| Assets Included | $511,370 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | See Schedule D, Part XIII | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,400,459 | BeginningYearBalanceAmt |
| Contributions | $4,250 | ContributionsAmt |
| Investment Earnings Or Losses | $3,015,432 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,378,349 | OtherExpendituresAmt |
| End Year Balance | $33,041,792 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,183,300 | BeginningYearBalanceAmt |
| Contributions | $13,851 | ContributionsAmt |
| Investment Earnings Or Losses | $3,813,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,610,364 | OtherExpendituresAmt |
| End Year Balance | $33,400,459 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,895,332 | BeginningYearBalanceAmt |
| Contributions | $266,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,470,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,507,854 | OtherExpendituresAmt |
| End Year Balance | $31,183,300 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,515,767 | BeginningYearBalanceAmt |
| Contributions | $1,236,550 | ContributionsAmt |
| Investment Earnings Or Losses | $4,024,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $881,493 | OtherExpendituresAmt |
| End Year Balance | $37,895,332 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,999,991 | BeginningYearBalanceAmt |
| Contributions | $1,044,861 | ContributionsAmt |
| Investment Earnings Or Losses | $4,584,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,113,618 | OtherExpendituresAmt |
| End Year Balance | $33,515,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11688 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14632 | 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 | $8,763,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,003,706 | DepreciationAmt |
| Book Value | $3,760,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,271,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,214,215 | DepreciationAmt |
| Book Value | $3,057,034 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,531,144 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,303,236 | DepreciationAmt |
| Book Value | $4,227,908 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,103,510 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. Government Securities | $1,043,370 | F |
| Alternative Investments | $7,071,065 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,114,435 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,797,141 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,787,906 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $706,361 | OtherRevenueAmt |
| Revenue Not Reported | $2,509,267 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,287,874 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,248 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $154,248 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,442,122 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,320,374 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $706,361 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $721,361 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,599,013 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,248 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $491,900 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $646,148 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,245,161 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The historic Rosen House, with its period rooms and collections, is open to the public for tours. In addition, the archival materials are a great source of humanities research in a number of fields. One example is the documentation relating to the Rosens' patronage of Leon Theremin and championing of his early electronic music instrument. This material has been a source of study for theremin researchers, including Robert Moog, who began building theremins in the 1950s as a high school student and later went on to design the Moog synthesizer and Albert Glinsky, Theremin's biographer and the author of Theremin: Ether Music and Espionage. The Rosen House collection demonstrates a tremendous breadth of art objects, furniture, and archival material. The art and furniture encompass over 1,000 cataloged objects, including European furniture from the 16th-19th centuries; European medieval and Renaissance paintings, sculpture, textiles, and decorative objects; and Asian statuary. There are also approximately 100 light fixtures and decorative elements by Edward F. Caldwell and Company dating from the 1930s. Other categories include photographs, textiles, early 20th-century costumes, and musical instruments. In addition, there is a wealth of ephemeral material relating to the Rosens, the development of the Caramoor campus, and the establishment of 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. Students participate in guided tours and are encouraged to use the collection as inspiration for their own writing, drawing, and music-making. |
| Part V, Line 4: | Caramoor maintains various donor-restricted endowment funds and board-designated quasi-endowment funds whose purpose is to provide long-term support for its charitable programs. |
| Part X, Line 2: | Caramoor recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that Caramoor had no uncertain tax positions that would require financial statement recognition and/or disclosure. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $8,978 Rental expenses reported on Part VIII, Line 6B - $73,403 Special event expense reported on Part VIII, Line 8B - $623,980 |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $8,978 Rental expenses reported on Part VIII, Line 6B - $73,403 Special event expense reported on Part VIII, Line 8B - $623,980 |
| Part XII, Line 4b - Other Adjustments: | Loss on asset disposal reported on Part IX, Line 24C - $491,900 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $2,295,116 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Investments | $2,803,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,099,022 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,099,022 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Foreign Forms Line 1: | The Organization is not required to file Form 926 because it does not meet the applicable reporting threshold. |
| Part IV, Foreign Forms Line 3: | The Organization is not required to file Form 5471 because it does not meet the applicable threshold ownership or other filing requirements. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | June Gala | Event1Nm |
| Gross Receipts Event1 | $731,474 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $672,674 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $117,166 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $183,185 | OtherDirectExpensesEvent1Amt |
| Event2 | Wine Dinner | Event2Nm |
| Gross Receipts Event2 | $239,482 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $229,232 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,250 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $27,599 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $109,876 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $328,404 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $282,029 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $46,375 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $22,712 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $163,442 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,299,360 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,183,935 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $115,425 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $167,477 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $456,503 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $623,980 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$508,555 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward Lewis III | ||||||||||||||
| President & CEO | $333,461 | $0 | $0 | $0 | $0 | $0 | $13,200 | $0 | $13,779 | $0 | $360,440 | $0 | $0 | $0 |
| Katherine Schuman | ||||||||||||||
| VP, Artistic Director | $208,076 | $0 | $0 | $0 | $0 | $0 | $8,343 | $0 | $14,113 | $0 | $230,532 | $0 | $0 | $0 |
| Tammy Belanger | ||||||||||||||
| VP, CFO | $172,342 | $0 | $0 | $0 | $0 | $0 | $6,866 | $0 | $19,870 | $0 | $199,078 | $0 | $0 | $0 |
| Tracy Tajbl VPDirector of | ||||||||||||||
| Development, thru 8/7/2024 | $141,344 | $0 | $0 | $0 | $34,000 | $0 | $4,354 | $0 | $8,758 | $0 | $188,456 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | Tracy Tajbl, VP/Director of Development, received a payment of $34,000 in 2024 pursuant to a separation agreement. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $255 | 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 | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $338,325 | 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 | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,824 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost@Donation Date | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Flowers | 1 | $2,200 | Cost@Donation Date |
| Yes (X) | Appliance | 1 | $1,387 | Cost@Donation Date |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1: | Caramoor Center for Music and the Arts is a vibrant 501(c)(3) nonprofit cultural arts center located on an 81-acre estate in Katonah, NY. Established in 1946 by founders Lucie and Walter Rosen, Caramoor was envisioned as a center for music and art. Today, it continues to honor that legacy while evolving into a dynamic 21st-century destination for exceptional music, captivating programs, and inspiring experiences. Our combined activities enabled Caramoor to provide enriching cultural experiences to audience members across a diverse range of musical genres. Many attendees shared that they were drawn to Caramoor's programming because of its celebration of cultural heritage with events like the Juneteenth Celebration featuring Charles Turner & Uptown Swing and the Hispanic Heritage Month performance by People of Earth fostering a sense of connection and representation. Free programs like Soundscapes further expanded access to the arts. |
| Form 990, Schedule O Narratives: | The information contained in the return is relevant through December 31, 2024 and does not reflect any activity in 2025. |
| Form 990, Part I, Question 5, and Part V, Question 2A: | The Organization contracted with a professional employer organization (PEO) for services, including but not limited to, payroll, timekeeping, employee benefits, HR administration and workforce regulatory compliance needs. As the employer of record for tax purposes, Forms W-2 and W-3 are issued by the PEO and filed under the PEO's Federal EIN. In this co-employment arrangement, the Organization is the common law employer and, accordingly, compensation is reported on Form 990, Part VII, Section A and Part IX, Lines 5-10. |
| Form 990, Part III, Line 4a: | In 2024, Caramoor welcomed audiences of 35,000 to experience world-class performances by over 500 musicians and artists. Highlights included Wynton Marsalis, The Knights with Aaron Diehl, the Owls and Calidore Quartet, Sutton Foster, Apollo's Fire, the Orchestra of St. Lukes and the Abdullah Ibrahim Trio. Our commitment to artist development flourished through mentoring programs like Evnin Rising Stars, Schwab Vocal Rising Stars, and our string quartet-in-residence, Terra Quartet. Free events engaged the community, from Soundscapes and our Juneteenth Celebration featuring Charles Turner & Uptown Swing to People of Earth's Hispanic Heritage Month performance. We also engaged young audiences with three concerts tailored for children, including the Mariel Bildsten Trio, Grammy winner Lucy Kalantari, and percussionist Gabriel Globus-Hoenich. These programs enriched our community and advanced Caramoor's mission to inspire through music and culture. |
| Form 990, Part VI, Section A, line 4 | In 2024, the organization amended its By-Laws to: (i) establish trustee term limits of three consecutive three-year terms, with a required one-year break before re-election; (ii) update provisions on board meetings, notices, quorum, and annual reports to conform with the New York Not-for-Profit Corporation Law (N-PCL); (iii) clarify that officers of the board are limited to the Chair, Vice Chair(s), Secretary, and Treasurer (unpaid, elected annually, without voting authority), while the CEO is designated as an officer of the corporation; (iv) reclassify and simplify board and corporation committees to better align with their functions; and (v) streamline provisions on related party transactions, conflicts of interest, and whistleblowers by referencing N-PCL requirements. |
| Form 990, Part VI, Section B, line 11b | The prepared Form 990 is reviewed by senior management, the members of the Audit Committee, and then provided to the Board of Trustees prior to filing. Management, the Audit Committee members, and the independent auditors review and discuss the return. If necessary, the independent auditors submit an updated Form 990 to the CFO. The CFO confirms that the updates are accurate and posts the final draft to Drop Box. The URL address for the Drop Box file is circulated to the Board. Comments from the Board are collected and reviewed by the Audit Committee. Final edits, if any, are made and the Form 990 is filed. |
| Form 990, Part VI, Section B, line 12c | Caramoor followed its conflict of interest policy. A conflict of interest disclosure statement shall be furnished annually by each trustee and each covered employee disclosing any anticipated or possible conflict situations. Covered employees shall be senior employees and other employees who have a decision-making role in hiring or contracting. Each new trustee shall be advised of the policy and furnished a disclosure statement upon undertaking the duties of such office. When any conflict of interest may be involved in a transaction requiring action by the Board of Trustees or committee of the Board, the interested person shall call it to the attention of the Board of Trustees or such committee and the trustee concerned shall not vote on the matter. Moreover, the person having a conflict shall retire from the room in which the Board or committee is meeting and may not participate in the final deliberation or decisions regarding the matter under consideration. However, that person may provide the Board or committee with any and all relevant information before retiring. The minutes of the meeting of the Board or committee shall reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion or vote and did not vote. When there is a doubt as to whether a conflict of interest exists, the matter shall be resolved by the Board of Trustees excluding the person whose situation will be discussed. When any conflict of interest may be involved in a matter involving an employee, such employee shall notify the Board of Trustees and the Chief Executive Officer of Caramoor. The Board of Trustees may waive any disclosed conflict if it determines such waiver to be in the best interests of Caramoor. |
| Form 990, Part VI, Section B, line 15 | Caramoor has a formal Compensation Committee which annually reviews salaries, bonuses, and benefits for all Caramoor employees. The Committee pays special attention to the positions of CEO, AD, CDO, and CFO. Annual reviews include an 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 Co-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 similarly sized arts organizations in the New York area, and nationally, and uses this information in their decision making. Minutes of the Committee's deliberations and decisions are forwarded to the CFO to be carried out and filed. The last meeting of the Compensation Committee took place on December 13, 2024. |
| 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 IX, Line 24: | The Organization wrote off $491,900 of construction in progress related to Pavilion project. In the audited financial statements, this was reported as 'other changes in net assets.' For Form 990 reporting purposes, the amount is included in Part IX, line 24 (other expenses), consistent with IRS instructions. |
| Form 990, Part XII, Line 2c: | Caramoor has a committee 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: | Volunteers Through their generous commitment of time, enthusiasm, and expertise, Caramoor benefits from the contributions of volunteers throughout the year. In a typical year, the number is 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. They also provide guidance during public tours of the Rosen House as well as performing clerical duties and undertaking cataloging projects. Board of Trustees 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 28 board members come from diverse backgrounds and bring a wide range of professional expertise. By serving on various committees, including Finance, Building, Marketing, Development, and more, our board members act as fully engaged stewards of Caramoor's mission. One hundred percent of the board participates personally by making major contributions to support annual operating costs as well as fundraising for Caramoor. Additionally, individual board members support the organization through the establishment of endowment funds and contributions toward capital improvements and acquisitions. Advisory Council Established in 2013, the Advisory Council is comprised of members who have demonstrated a deep commitment to furthering Caramoor's mission and impact. The group, comprised of 23 members in 2024, formally meets 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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