2015-01-05T10:45:13-06:00 2014-08-31 870516083 LARSON & COMPANY PC 9065 SOUTH 1300 EAST SANDY UT 84094 990 2013-09-01 870361394 SUNDANCE INSTITUTE SUND 4356583456 PO BOX 684429 PARK CITY UT 84068 BROOKE MCAFFEE CFO 4356583456 2014-12-03 DAVID L CRANDALL P00080310 8013131900 2015-01-05 2013 2016-02-25 16:41:14Z KERITH PUTNAM PO BOX 684429 PARK CITY UT 84068 38618594 false X WWW. SUNDANCE.ORG X 1981 UT SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO - CONTINUED IN GENERAL FOOTNOTE 1 21 21 525 1600 178403 -33175 14724730 22544861 9780839 13828840 938011 831892 582609 470401 26026189 37675994 1875169 2891300 0 13206139 14491290 39000 63616 2290174 14027438 17813240 29147746 35259446 -3121557 2416548 36057497 42073377 3928475 4884099 32129022 37189278 X SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO - CONTINUED IN GENERAL FOOTNOTE 1 false false 14687557 12201094 SUNDANCE FILM FESTIVAL PROGRAM THE 2014 SUNDANCE FILM FESTIVAL PRESENTED 121 FEATURE-LENGTH FILMS, REPRESENTING 37 COUNTRIES AND 54 FIRST-TIME FILMMAKERS, INCLUDING 35 IN COMPETITION, AS WELL AS 66 SHORT FILMS. THESE FILMS WERE SELECTED FROM 12,218 SUBMISSIONS (72 MORE THAN FOR 2013), INCLUDING 4,057 FEATURE-LENGTH FILMS AND 8,161 SHORT FILMS. OF THE FEATURE FILM SUBMISSIONS, 2,014 WERE FROM THE U.S. AND 2,043 WERE INTERNATIONAL. 100 FEATURE FILMS AT THE FESTIVAL WERE WORLD PREMIERES. 4275906 2180800 212500 DOCUMENTARY FILM PROGRAM THROUGH GRANTS FROM THE SUNDANCE INSTITUTE DOCUMENTARY FILM FUND, A SERIES OF RESIDENTIAL ARTIST SUPPORT PROGRAMS AND INTERNATIONAL CREATIVE PARTNERSHIPS, THE PROGRAM PROVIDES SUPPORT FOR NONFICTION FILMMAKERS FROM AROUND THE WORLD WHOSE FILMS ARE CENTERED ON THE TOPICS OF HUMAN RIGHTS, SOCIAL JUSTICE AND FREEDOM OF EXPRESSION. 3119086 407000 222690 FEATURE FILM PROGRAM THIS PROGRAM HAS SUPPORTED ALMOST 1,000 FILMMAKERS IN THE U.S. AND THROUGHOUT THE WORLD OVER THE PAST 34 YEARS THROUGH SCREENWRITERS, DIRECTORS, PRODUCING AND NEW FRONTIER STORY LABS, ONGOING CREATIVE AND TACTICAL ADVICE, A POST-PRODUCTION INITIATIVE, AND FINANCIAL SUPPORT THROUGH FELLOWSHIP OPPORTUNITIES. 5482649 303500 1377947 DESCRIPTION EXPENSES GRANTS REVENUE THEATRE 1,820,426 12,000 26,185 NATIVE PROGRAM 464,329 53,500 0 FILM MUSIC 422,068 24,000 9,529 OTHER 2,775,826 214,000 1,342,233 5482649 303500 1377947 27565198 true true false false false false false false false true true false false false false true true false false false true true true true true false false true true true false false false false false true false true true false false false false true true false false false true 358 0 true 525 true true true false false false false true true false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false CA NY X BROOKE MCAFFEE 4356583456 PO BOX 684429 PARK CITY UT 84068 ROBERT REDFORD PRESIDENT 8.00 X X 0 0 0 WALLY WEISMAN CHAIRMAN 4.00 X X 0 0 0 PAT MITCHELL VICE CHAIRMA 3.00 X X 0 0 0 JACK FERRARO TREASURER/TR 3.00 X X 0 0 0 JEANNE DONOVAN FISHER SECRETARY/TR 3.00 X X 0 0 0 SEAN BAILEY TRUSTEE 1.00 X 0 0 0 KENNETH COLE TRUSTEE 1.00 X 0 0 0 AVA DUVERNAY TRUSTEE 1.00 X 0 0 0 ROB EPSTEIN TRUSTEE 1.00 X 0 0 0 BOB FRANKENBERG TRUSTEE 3.00 X 0 0 0 CINDY HORN TRUSTEE 1.00 X 0 0 0 SHEILA JOHNSON TRUSTEE 1.00 X 0 0 0 CHRISTINE LAHTI TRUSTEE 2.00 X 0 0 0 LYN DAVIS LEAR TRUSTEE 2.00 X 0 0 0 THOMAS ROTHMAN TRUSTEE 1.00 X 0 0 0 GEOFF SANDS TRUSTEE 3.00 X 0 0 0 NADINE SCHIFF TRUSTEE 1.00 X 0 0 0 JIM SWARTZ TRUSTEE 1.00 X 0 0 0 LIESL TOMMY TRUSTEE 1.00 X 0 0 0 JOHN WARNOCK TRUSTEE 2.00 X 0 0 0 JACKI ZEHNER TRUSTEE 1.00 X 0 0 0 KERITH PUTNAM EXECUTIVE DI 40.00 X 418678 0 51842 JOHN COOPER DIR SUNDANCE 40.00 X 220438 0 15862 PHILIP HIMBERG ARTISTIC DIR 40.00 X 216620 0 37750 JENNIFER ARCENEAUX DIR EXTERNAL 40.00 X 216295 0 31342 MICHELLE SATTER DIR FEATURE 40.00 X 212020 0 36310 LAURIE HOPKINS CO-MANAGING 40.00 X 160617 0 14891 SARAH PEARCE CO-MANAGING 40.00 X 153046 0 25893 TREVOR GROTH DIRECTOR OF 40.00 X 152310 0 29661 CARA MERTES DIR DOCUMENT 40.00 X 136433 0 25308 BROOKE MCAFFEE CFO 40.00 X 131353 0 10582 JULIE FREESTONE DIR HUMAN RE 40.00 X 131224 0 11645 SARAH EATON DIR MEDIA RE 40.00 X 124335 0 27706 N BIRD RUNNINGWATER DIR NATIVE A 40.00 X 112500 0 18826 2385869 337618 18 false true false BOSTON LIGHT SOUND 290 NORTH BEACON STREET BOSTON MA 02135 LIGHT & SOUND 474020 DOUG AITKEN INC 610 CRESTMOORE PLACE VENICE CA 90291 ART EXHIBITION 350000 OASIS STAGE WERKS PO BOX 3762 SALT LAKE CITY UT 84110 STAGING SERVICE 226864 HILL TOP PRODUCTIONS 14 POLLITO ROAD SANTA FE NM 87508 PROJECTION SERV 186667 LAPD 2336 E 38TH STREET LOS ANGELES CA 90058 ART EXHIB SERV 156556 6 279723 941400 1906771 19416967 371069 22544861 FILM FESTIVAL 11837300 11837300 OTHER PROGRAM REVENUE 1377947 1377947 FEATURE FILM 222690 222690 DOCUMENTARY FILM 212500 212500 SUNDANCE FILM FESTIVAL CATA 541800 178403 178403 13828840 707599 707599 73104 73104 73104 73104 133894 18700 28301 133894 -9601 124293 133894 -9601 550448 941400 550448 727645 363851 363794 363794 OTHER REVENUE 33503 33503 33503 37675994 13784331 178403 1168399 X 1552700 1552700 404400 404400 934200 934200 1993575 1352669 475942 164964 9929503 7025610 1874108 1029785 589996 417476 119110 53410 1035435 668170 241987 125278 942781 664505 182592 95684 93004 5932 87072 55645 5037 50608 63616 63616 38404 38404 5502983 4490624 726296 286063 188902 137742 49597 1563 533959 385081 102014 46864 175583 22165 153418 4780154 4415166 237086 127902 2204869 1710466 367083 127320 309767 309767 133020 109137 16284 7599 EQUIPMENT EXPENSE 1391240 990565 390661 10014 PROGRAM MEALS 788971 778195 3949 6827 RECEPTIONS 606326 484287 28255 93784 PRODUCTION EXPENSE 430067 428667 593 807 580346 272637 259015 48694 35259446 27565198 5404074 2290174 1500 2000 3577525 4503667 3859883 5433588 147780 144362 367580 415830 3503358 2444231 959134 1059127 26621547 29961872 522548 552931 36057497 42073377 2895627 3345205 1032848 1538894 3928475 4884099 X 7336411 7679513 14504624 19200383 10287987 10309382 32129022 37189278 36057497 42073377 2416548 2625785 17923 X false true X true true true X 10224889 17575737 15976831 14724730 22544861 81047048 10224889 17575737 15976831 14724730 22544861 81047048 81047048 528892 657815 754489 643012 707599 3291807 417806 602137 614175 544588 436226 2614932 86953787 14200885 0.93210 0.92920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17173134 21395 3260270 413234 20041565 15756281 34284 1976089 593520 17173134 15016380 15411 1207292 482802 15756281 13606646 63994 1700304 354564 15016380 12985998 34360 739964 153676 13606646 1.00000 false false 132172 38696 93476 3371186 2405535 965651 1059127 44037222 2625785 3755925 17922 6399632 37637590 38404 38404 37675994 38976967 3755925 3755925 35221042 38404 38404 35259446 SCHEDULE D, PAGE 3, PART X THE INSTITUTE ADOPTED THE PROVISIONS OF FASB ASC 74-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ON SEPTEMBER 1, 2009. ASC 740-10-25 PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF ASC 740-10-25 AND IN SUBSEQUENT PERIODS. THE INSTITUTE ANALYZED TAX POSITIONS FOR ALL APPLICABLE TAX JURISDICTIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN FOR THE YEARS ENDED AUGUST 31, 2011 THROUGH AUGUST 31, 2013 AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED BENEFITS FOR THE RELATED TAX JURISDICTIONS SINCE SEPTEMBER 1, 2010 AND IT IS NOT EXPECTED THERE WILL BE A MATERIAL CHANGE IN THE 12 MONTHS FOLLOWING THE YEAR ENDED AUGUST 31, 2014. SCHEDULE D, PAGE 4, PART XI, LINE 2D APPRECIATION OF LIFE INSURANCE 17,922 true EAST ASIA & THE PACIFIC GRANTMAKING 175000 EUROPE GRANTMAKING 384000 MIDDLE EAST & NORTH AFRICA GRANTMAKING 84500 NORTH AMERICA GRANTMAKING 97000 SOUTH AMERICA GRANTMAKING 97000 SOUTH ASIA GRANTMAKING 71700 SUB-SUHARAN AFRICA GRANTMAKING 25000 934200 934200 EAST ASIA & THE PACIFIC FILMS 91000 WIRE TRANS EUROPE FILMS 205000 WIRE TRANS MIDDLE EAST & NORTH AFRICA FILMS 42000 WIRE TRANS NORTH AMERICA FILMS 85000 WIRE TRANS SOUTH AMERICA FILMS 12000 WIRE TRANS SOUTH ASIA FILMS 15000 WIRE TRANS 20 FILMMAKING GRANT EAST ASIA & THE PACIFIC 6 84000 WIRE TRANS FILMMAKING GRANT EUROPE 10 179000 WIRE TRANS FILMMAKING GRANT MIDDLE EAST & NORTH AFRICA 4 42500 WIRE TRANS FILMMAKING GRANT NORTH AMERICA 1 12000 WIRE TRANS FILMMAKING GRANT SOUTH AMERICA 5 85000 WIRE TRANS FILMMAKING GRANT SOUTH ASIA 2 45000 WIRE TRANS FILMMAKING GRANT SUB-SAHARAN AFRICA 1 25000 WIRE TRANS false false false false false true SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA & THE PACIFIC 175,000 0 EUROPE 384,000 0 MIDDLE EAST & NORTH AFRICA 84,500 0 NORTH AMERICA 97,000 0 SOUTH AMERICA 97,000 0 SOUTH ASIA 71,700 0 SUB-SUHARAN AFRICA 25,000 0 SCHEDULE F, PAGE 5, PART V SCHEDULE F PART I, LINE 2 THE SUNDANCE INSTITUTE MONITORS ITS GRANT RECIPIENTS THROUGH DETAILED GRANT CONTRACTS AND DELIVERABLES AS OUTLINED BELOW: 1. RECIPIENT AGREES TO HAVE THE PROJECT AS THE PRIMARY FOCUS OF THEIR WORK EFFORTS DURING THE GRANT PERIOD. 2. RECIPIENT AGREES TO SUBMIT WRITTEN REPORTS ON DESIGNATED DATES. REPORTS ARE TO INCLUDE CURRENT STATUS OF THE FILM, AN EXPLANATION OF HOW THE FUNDS WERE USED, PLANS FOR FUTURE INSTALLMENTS (IF APPLICABLE), AND PLANS FOR DISTRIBUTION, OUTREACH AND IMPACT CAMPAIGNS. THE RECIPIENT MUST ADVISE THE INSTITUTE OF FILM SCREENINGS, BROADCASTS, MAJOR AWARDS, AND REVIEWS. 3. RECIPIENT AGREES TO SUBMIT FILM FOR FORMAL FEEDBACK AND NOTES AT THE DEVELOPMENT, ROUGH CUT, AND FINAL STAGES. 4. SUBSTANTIAL CHANGES TO PROJECT CONTENT OR CREATIVE TEAM (PRODUCER/DIRECTOR) MUST BE APPROVED IN WRITING WITHIN 30 DAYS. IF MATERIAL CHANGES WERE MADE WITHOUT APPROVAL, ANY UNUSED FUNDS MUST BE RETURNED, AND NO FURTHER GRANT PAYMENTS WILL BE MADE. 5. GRANT FUNDS ARE TO BE USED SOLELY FOR THE PURPOSE STATED, AND IN ACCORDANCE WITH THE SUNDANCE APPROVED BUDGET. FUNDS MAY NOT BE USED TO PURCHASE EQUIPMENT OVER 2,500, FOR FILM PRINT TRANSFERS, OR FOR LOBBYING ACTIVITIES. 6. THE SUNDANCE INSTITUTE RESERVES THE RIGHT TO TERMINATE THE GRANT IF IT DETERMINES THAT THE RECIPIENT IS NOT COMPLYING WITH OR FULFILLING THE TERMS OF PURPOSE OF THE GRANT. 7. AN ACKNOWLEDGEMENT OF SUNDANCE INSTITUTE'S SUPPORT IS FREQUENTLY REQUIRED TO APPEAR IN THE END CREDITS OF THE FILM, ALL PRESS MATERIALS, AND ANY FILM SPECIFIC WEBSITE FOR THE PROJECT. 8. UPON COMPLETION, THE RECIPIENT AGREES TO PROVIDE SUNDANCE INSTITUTE WITH COPIES OF MATERIALS (DVDS, PROMOTIONAL MATERIALS, ETC.) PRODUCED IN CONNECTION WITH THE GRANT. false AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NY GALA 1053787 619520 434267 24200 84908 70692 254467 SFF GALA 438061 321880 116181 24000 11073 6823 74285 1491848 941400 550448 48200 95981 77515 328752 550448 true 7TH EMPIRE FILMS 361 CLINTON AVENUE 14B BROOKLYN NY 11238 204052706 20000 FILMMAKING AD INEXPLORATA LLC 166 NORFOLK STREET 5D NEW YORK NY 10002 462164944 6000 FILMMAKING AVENUE A PRODUCTIONS 225 WEST 34TH STREET SUITE 2000 NEW YORK NY 10122 270122631 6250 FILMMAKING BE NATURAL LLC 6161 SANTA MONICA BLVD SUITE 300 LOS ANGELES CA 90028 461870101 30000 FILMMAKING BILLIONS OF PHONOGRAPHS LLC 1239 MARION DR GLENDALE CA 90041 455261548 12000 FILMMAKING BRANDYWINE 5 LLC 3000 MARCUS AVE STE 1W5 NEW HYDE PARK NY 11042 463637591 10000 FILMMAKING BREAK THRU FILMS INC 375 RIVERSIDE DRIVE 13A NEW YORK NY 10025 133594061 30000 FILMMAKING CALLE FILMS INC 11 EMBARCADERO W SUITE 140 OAKLAND CA 94607 455045613 6000 FILMMAKING CANARY IN A COAL MINE LLC 62 CHERRYHILL RD PRINCETON NJ 08540 462846465 12000 FILMMAKING CASTLE KING 64 THIRD PLACE NO 4 BROOKLYN NY 11231 273963670 21500 FILMMAKING CATALYST FILMS INC 68 JAY ST SUITE 304 BROOKLYN NY 11201 134048123 12000 FILMMAKING CENTRAL SQUARE FILMS LLC 14 STILL ST BROOKLINE MA 02446 272574205 35000 FILMMAKING CHAIN CAMERA PICTURES INC 2711 ANGUS ST LOS ANGELES CA 90039 954884294 35000 FILMMAKING CHANDA DANCY DBA CYD MUSIC 1800 S BRAND BLVD STE 118 GLENDALE CA 91204 455853242 6000 FILMMAKING CYNTHIA WADE PRODUCTIONS INC 5A CREAMERY ROAD GREAT BARRINGTON MA 01230 134032828 60000 FILMMAKING DIARY THE MOVIE LLC 6320 SUNSET BOULEVARD LOS ANGELES CA 90028 462132013 10000 FILMMAKING DIMMOCK LAMARCA LLC 18 STRONG PLACE 2 BROOKLYN NY 11231 464537741 25000 FILMMAKING DODGEVILLE FILMS LLC 279 PROSPECT PARK WEST 1C BROOKLYN NY 11215 453067286 11500 FILMMAKING FREEDOM FIGHTERS DOCUMENTARY LLC 220 MONTGOMERY ST SUITE 411 SAN FRANCISCO CA 94117 462996289 15000 FILMMAKING GEORGIE GIRL PICTURES INC 484 LAKE PARK AVE 669 OAKLAND CA 94610 270839801 15000 FILMMAKING HEALTH CARE WITHOUT HARM 12355 SUNRISE VALLEY DR 680 RESTON VA 20191 522358837 10000 FILMMAKING HERIZON PRODUCTIONS 12715 WOODSON STREET OVERLAND PARK KS 66209 460492661 12500 FILMMAKING HOT LAND FILMS LLC 125 WEST END AVE 4TH FLOOR NEW YORK NY 10023 464773652 30000 FILMMAKING INEQUALITY FOR ALL LLC 39 MESA STREET 207 SAN FRANCISCO CA 94129 900835987 20000 FILMMAKING JONGNIC BONTEMPS DBA BONTEMPS PER M 2992 GLENDALE BLVD LOS ANGELES CA 90039 464357844 6000 FILMMAKING JUBILEE FILMS LLC 15 SPENCER PLACE FL 3 BROOKLYN NY 11216 262468789 50000 FILMMAKING JZ PRODUCTIONS 438 41641 N ORGEN DR LOS ANGELES CA 90036 462085831 35000 FILMMAKING KARTEMQUIN EDUCATIONAL FILMS 1901 W WELLINGTON AVENUE CHICAGO IL 60657 237430402 50000 FILMMAKING LOUVERTURE FILMS LLC 101 WEST 23RD ST 283 NEW YORK NY 10011 342021101 10000 FILMMAKING LUCID INCORPORATED 1932 1ST AVENUE 803 SEATTLE WA 98101 331100622 30000 FILMMAKING M CONTENT INC 2 INWOOD TERRACE MONTCLAIR NJ 07043 463215565 6500 FILMMAKING MAN-CHILD FEATURE FILM LLC PO BOX 4668 39920 NEW YORK NY 101634668 611579628 10000 FILMMAKING MANGROVE MEDIA 1121 DICKINSON ST PHILADELPHIA PA 19147 271030835 25000 FILMMAKING MARKET ROAD FILMS 232 3RD ST UNIT B401 BROOKLYN NY 11215 202610664 30000 FILMMAKING MEDITERRANEA FILM INVESTMENTS LLC 3000 MARCUS AVE STE 1W5 NEW HYDE PARK NY 11042 465181990 11500 FILMMAKING MINO PRODUCTIONS INC PO BOX 778 NEW YORK NY 10003 111989330 30000 FILMMAKING MOJO MAMA FILMS INC 34 OXFORD ST APT 4A BROOKLYN NY 11217 462116605 15000 FILMMAKING NEW AMSTERDAM PRESENTS 98 VAN DYKE STREET BROOKLYN NY 11231 262885752 50000 FILMMAKING NOMADIC PICTURES 4516 N FRANCISCO AVE CHICAGO IL 60625 363892177 52400 FILMMAKING OPEN'HOOD INC 1904 FRANKLIN ST STE 800 OAKLAND CA 94612 264312908 16500 FILMMAKING OSCAR-ALPHA MOPIC LLC 824 NE 94TH ST SEATTLE WA 98115 464402938 20000 FILMMAKING OUT OF STATE LLC 94-140 KUANALIO PLACE MILILANI HI 96789 462316491 23500 FILMMAKING PENNEBAKER HEGEDUS FILMS INC 262 WEST 91ST NEW YORK NY 10024 132669244 30000 FILMMAKING POMEGRANATE STUDIOS INC 4808 BEDFORD AVE SUITE 21 BROOKLYN NY 11235 331203479 15000 FILMMAKING PRAXIS FILMS 205 HUDSON STREET STE 1004 NEW YORK NY 10013 200779795 20000 FILMMAKING PRINCIPE PRODUCTIONS INC 390 RIVERSIDE DR NEW YORK NY 10025 770663872 32400 FILMMAKING PROJECT DAD 37 CAMBRIDGE PLACE APT B BROOKLYN NY 11238 465395937 30000 FILMMAKING PROMISED LAND FILM 285 PROSPECT PLACE APT 2E BROOKLYN NY 11238 204258856 18750 FILMMAKING PUBLIC SQUARE FILMS 224 5TH AVE 5TH FLOOR NEW YORK NY 10001 455062776 15000 FILMMAKING PURPLE PARROT FILMS LLC 45 WEST 67TH ST 9C NEW YORK NY 10023 461370036 30000 FILMMAKING SANDBAR LLC 1594 HARBERT MEMPHIS TN 38104 465214197 10000 FILMMAKING SEMILLA VERDE PRODUCTIONS LTD 320 7TH AVENUE 324 BROOKLYN NY 11215 274231481 30000 FILMMAKING SHADOWBOX FILMS INC 329 SACKETT STREET BROOKLYN NY 11231 134127682 8000 FILMMAKING SKYLIGHT PICTURES INC 33 FLATBRUSH AVE 4TH FLOOR BROOKLYN NY 11217 133089449 12000 FILMMAKING SOCDOC STUDIOS LLC 8022 STANDFORD AVE SAINT LOUIS MO 63130 274187963 41500 FILMMAKING SONGHA & COMPANY LLC 2 WASHINGTON SQ VILLAGE PH-H NEW YORK NY 10012 204202874 36400 FILMMAKING STILL POINT PICTURES 217 EAST 22ND ST 17 NEW YORK NY 10010 043811359 10000 FILMMAKING STORIES SELDOM SEEN LLC 10 LEFFERTS PLACE BROOKLYN NY 11238 463148666 30000 FILMMAKING TAMAR ROGOFF PERFORMANCE PROJECTS 120 AVE C APT 19G NEW YORK NY 10009 134022249 20000 FILMMAKING THE EISENHOWER PROJECT INC 145 AVENUE OF THE AMERICAS 7FL NEW YORK NY 10013 203747649 25000 FILMMAKING THE GEORGE WASHINGTON UNIVERSITY 44983 KNOLL SQUARE ENTERPRISE HALL ASHBURN VA 20147 530196584 12500 FILMMAKING THE UNOFFICIAL MAN INC 391 1ST STREET 7 NEW YORK NY 11215 202865749 20000 FILMMAKING TWO DEVILS ONE STONE LLC 627 HANCOCK ST 3 BROOKLYN NY 11233 471604224 12000 FILMMAKING UNDER THE RAINBOW PICTURES LLC 35 PIERREPONT STREET BROOKLYN NY 11201 462847829 35000 FILMMAKING VELVET FILM INC 250 WEST 57TH STREET 26TH FLOOR NEW YORK NY 10107 470897187 10000 FILMMAKING WALKING IRIS MEDIA 2263 15TH STREET SAN FRANCISCO CA 94114 273712050 7500 FILMMAKING YANCEVILLE FILMS LLC 3420 79TH STREET JACKSON HEIGHTS NY 11372 263336577 25000 FILMMAKING 67 FILM MAKING GRANT 48 404400 SCHEDULE I, PAGE 4, PART IV SCHEDULE I PART I, LINE 2 THE SUNDANCE INSTITUTE MONITORS ITS GRANT RECIPIENTS THROUGH DETAILED GRANT CONTRACTS AND DELIVERABLES AS OUTLINED BELOW: 1. RECIPIENT AGREES TO HAVE THE PROJECT AS THE PRIMARY FOCUS OF THEIR WORK EFFORTS DURING THE GRANT PERIOD. 2. RECIPIENT AGREES TO SUBMIT WRITTEN REPORTS ON DESIGNATED DATES. REPORTS ARE TO INCLUDE CURRENT STATUS OF THE FILM, AN EXPLANATION OF HOW THE FUNDS WERE USED, PLANS FOR FUTURE INSTALLMENTS (IF APPLICABLE), AND PLANS FOR DISTRIBUTION, OUTREACH AND IMPACT CAMPAIGNS. THE RECIPIENT MUST ADVISE THE INSTITUTE OF FILM SCREENINGS, BROADCASTS, MAJOR AWARDS, AND REVIEWS. 3. RECIPIENT AGREES TO SUBMIT FILM FOR FORMAL FEEDBACK AND NOTES AT THE DEVELOPMENT, ROUGH CUT, AND FINAL STAGES. 4. SUBSTANTIAL CHANGES TO PROJECT CONTENT OR CREATIVE TEAM (PRODUCER/DIRECTOR) MUST BE APPROVED IN WRITING WITHIN 30 DAYS. IF MATERIAL CHANGES WERE MADE WITHOUT APPROVAL, ANY UNUSED FUNDS MUST BE RETURNED, AND NO FURTHER GRANT PAYMENTS WILL BE MADE. 5. GRANT FUNDS ARE TO BE USED SOLELY FOR THE PURPOSE STATED, AND IN ACCORDANCE WITH THE SUNDANCE APPROVED BUDGET. FUNDS MAY NOT BE USED TO PURCHASE EQUIPMENT OVER 2,500, FOR FILM PRINT TRANSFERS, OR FOR LOBBYING ACTIVITIES. 6. THE SUNDANCE INSTITUTE RESERVES THE RIGHT TO TERMINATE THE GRANT IF IT DETERMINES THAT THE RECIPIENT IS NOT COMPLYING WITH OR FULFILLING THE TERMS OF PURPOSE OF THE GRANT. 7. AN ACKNOWLEDGEMENT OF SUNDANCE INSTITUTE'S SUPPORT IS FREQUENTLY REQUIRED TO APPEAR IN THE END CREDITS OF THE FILM, ALL PRESS MATERIALS, AND ANY FILM SPECIFIC WEBSITE FOR THE PROJECT. 8. UPON COMPLETION, THE RECIPIENT AGREES TO PROVIDE SUNDANCE INSTITUTE WITH COPIES OF MATERIALS (DVDS, PROMOTIONAL MATERIALS, ETC.) PRODUCED IN CONNECTION WITH THE GRANT. X X X X X false false false false false false false false false KERITH PUTNAM EXECUTIVE DIRECTOR 417110 1568 29725 22117 470520 JOHN COOPER DIR SUNDANCE FILM FE 213343 6266 829 15377 485 236300 PHILIP HIMBERG ARTISTIC DIRECTOR 208817 6497 1306 15624 22126 254370 JENNIFER ARCENEAUX DIR EXTERNAL RELATIO 207639 8479 177 15488 15854 247637 MICHELLE SATTER DIR FEATURE FILM PRO 204423 6319 1278 15193 21117 248330 LAURIE HOPKINS CO-MANAGING DIRECTOR 155939 4500 178 11422 3469 175508 SARAH PEARCE CO-MANAGING DIRECTOR 148248 4525 273 10973 14920 178939 TREVOR GROTH DIRECTOR OF PROGRAM 147619 4567 124 10979 18682 181971 CARA MERTES DIR DOCUMENTARY PROG 130361 5809 263 9982 15326 161741 SARAH EATON DIR MEDIA RELATIONS 119175 4954 206 9024 18682 152041 SUNDANCE PARTNERS PRES OWNS>35% 904400 CATERING & LODGING false X 2 197374 FMV X GOODS 8 173695 COMP SALES false false false FORM 990, PAGE 2, PART III, LINE 4D DESCRIPTION EXPENSES GRANTS REVENUE THEATRE 1,820,426 12,000 26,185 NATIVE PROGRAM 464,329 53,500 0 FILM MUSIC 422,068 24,000 9,529 OTHER 2,775,826 214,000 1,342,233 FORM 990, PAGE 6, PART VI, LINE 11B THE DIRECTOR OF ACCOUNTING AND CFO FIRST REVIEW THE FORM 990 IN DETAIL. A COPY OF THE FORM 990 IS THEN GIVEN TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. AFTER APPROVAL BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES RECEIVES AND REVIEWS A COPY OF THE FORM 990 BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST POLICY AND STATEMENTS ARE TAKEN ANNUALLY AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. IF ANY MEMBER'S STATUS CHANGES THROUGHOUT THE YEAR, THAT MEMBER IS REQUIRED TO COMPLETE AN UPDATED CONFLICT STATEMENT AND SUBMIT IT TO THE AUDIT COMMITTEE. IF A BOARD MEMBER HAS A CONFLICT REGARDING BUSINESS MATTERS THAT ARE BEING DISCUSSED BY THE BOARD, THE MEMBER WITH THE CONFLICT OF INTEREST IS RECUSED FROM THE MEETING DISCUSSION AND VOTE. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF TOP OFFICIAL COMPENSATION EVERY TWO YEARS. THE REVIEW INCLUDES LOOKING AT COMPARABLE ORGANIZATIONS' DATA, CHANGES IN THE CONSUMER PRICE INDEX, AND COMPENSATION STUDIES. COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF OFFICER COMPENSATION EVERY TWO YEARS. THE REVIEW INCLUDES LOOKING AT COMPARABLE ORGANIZATIONS' DATA, CHANGES IN THE CONSUMER PRICE INDEX, AND COMPENSATION STUDIES. COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 ALL STATEMENTS AND FILINGS REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES 4,480,624 726,296 286,063 0 0 0 SUNDANCE FILM FESTIVAL CATA OUTSIDE SERVICES 10,000 0 0 FORM 990, PART XI, LINE 9 APPRECIATION OF LIFE INSURANCE 17,922 FORM 990, PART XI, LINE 9 ROUNDING 1 SUNDANCE INSTITUTE CALIFORNIA INC 5900 WILSHIRE BLVD LOS ANGELES CA 90036 753036001 INACTIVE CA 11A NA true SUNDANCE CHILDREN'S THEATER INC PO BOX 684429 PARK CITY UT 84068 870474671 INACTIVE UT 11A NA true SUNDANCE VILLAGE HOLDINGS LLC 2180 S 1300 E STE 600 SALT LAKE CITY UT 84106 UT NA false false false false false false false false false false false false false false false false false false false false