AMERICAN ACADEMY IN BERLIN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY IN BERLIN (EIN 52-1726273)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201541319349301664
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T11:39:59-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521726273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN BERLIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2125881755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST 60TH STREET SUITE 604 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAHL HODGES BURT | PersonNm |
| Person Title | ACTING CHAIR | PersonTitleTxt |
| Phone | 2125881755 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GAHL HODGES BURT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST 60TH STREET SUITE 604 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,533,239 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMERICANACADEMY.DE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE ACADEMY'S GOAL IS TO SUPPORT FELLOWS IN BERLIN FOR ADVANCED INDEPENDENT STUDY IN THE ARTS, CULTURE, HUMANITIES, AND PUBLIC AFFAIRS FOR THE PEOPLE OF GERMANY AND THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | -$27,921 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$90,993 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,788,367 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,106,948 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $771,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,440,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $437,449 | PYOtherRevenueAmt |
| CY Other Revenue | $426,081 | CYOtherRevenueAmt |
| PY Total Revenue | $9,997,016 | PYTotalRevenueAmt |
| CY Total Revenue | $12,973,410 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $530,356 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $554,791 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,802,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,516,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $30,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $693,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,500,776 | PYOtherExpensesAmt |
| CY Other Expenses | $2,721,541 | CYOtherExpensesAmt |
| PY Total Expenses | $5,833,405 | PYTotalExpensesAmt |
| CY Total Expenses | $6,822,606 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,163,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,150,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,801,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,786,774 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $893,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,184,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,908,162 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,601,883 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN ACADEMY IN BERLIN IS AN INSTITUTE FOR ADVANCED INDEPENDENT STUDY IN THE ARTS, CULTURE, HUMANITIES, AND PUBLIC AFFAIRS. THE ACADEMY'S GOAL IS THE CREATION OF A NEW CULTURAL UNDERSTANDING BUILT ON THE TIES BETWEEN THE PEOPLE OF BERLIN AND THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,598,834 | ExpenseAmt |
| Grant | $554,791 | GrantAmt |
| Desc | THE ACADEMY'S GOAL IS TO FOSTER TRANSATLANTIC DIALOGUE AND RELATIONSHIPS. IN ORDER TO ACHIEVE ITS MISSION THE ACADEMY SUPPORTS FELLOWS IN BERLIN FOR ADVANCED INDEPENDENT STUDY IN THE ARTS, CULTURE, HUMANITIES, AND PUBLIC AFFAIRS FOR THE PEOPLE OF GERMANY AND THE UNITED STATES. THE ACADEMY ALSO HOSTS DISTINGUISHED VISITORS AND OTHER SHORT TERM VISITORSHIPS IN THE FIELDS OF ARTS & HUMANITIES AND PUBLIC POLICY. FURTHERMORE THE ACADEMY PROVIDES LECTURES AND OTHER MISSION-RELATED EVENTS TO THE GENERAL PUBLIC. | Desc |
| Total Program Service Expenses | $4,598,834 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 60 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125881755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST 60TH STREET SUITE 604 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AMICHAEL HOFFMAN | |||||||
| CHAIRMAN AND PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAHL HODGES BURT | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN B BURBANK | |||||||
| CO-SECRETARIES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN C KORNBLUM | |||||||
| CO-SECRETARIES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA BALAJ | |||||||
| BOARD MEMBER TERM ENDED-11/16/13 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MANFRED BISCHOFF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE WALKER BYNUM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER COHEN | |||||||
| BOARD MEMBER TERM BEGAN-11/5/13 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATHIAS DOPFNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIALL FERGUSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARINA KELLEN FRENCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E GEYER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HANS-MICHAEL GIESEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KGOELTZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C BOYDEN GRAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VARTAN GREGORIAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW S GUNDLACH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELGA HAUB | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WOLFGANG A HERRMANN | |||||||
| BOARD MEMBER TERM BEGAN-11/5/13 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEFAN VON HOLTZBRINCK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIRK IPPEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WOLFGANG ISCHINGER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEF JOFFE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KLEIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINE LEIBINGER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WOLFGANG MALCHOW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NINA VON MALTZAHN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATI MARTON | |||||||
| BOARD MEMBER TERM BEGAN-5/20/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MEHRETU | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER VON OPPENHEIM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM POSEN | |||||||
| BOARD MEMBER TERM BEGAN-11/5/13 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A ROSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VOLKER SCHLONDORFF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER Y SOLMSSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT F VIERMETZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE I WALLICH | |||||||
| BOARD MEMBER TERM BEGAN-11/5/13 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KLAUS WOWEREIT | |||||||
| BOARD MEMBER (EX OFFICIO) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE YU | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GARY SMITH | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $319,636 | $0 | $109,664 | ||
| CHRISTIAN DIEHL | |||||||
| CFO | 40.00 | Yes (X) | $154,933 | $0 | $11,190 | ||
| PAMELA ROSENBERG | |||||||
| DEAN OF FELLOWS | 40.00 | $132,800 | $0 | $308 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $607,369 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,162 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL REYNOLDS ASSOCIATES INC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVE 23RD FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10166 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EXECUTIVE SEARCH AND ADVISORY | ServicesDesc |
| Compensation | $118,446 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,690,778 | FundraisingAmt |
| All Other Contributions | $6,416,170 | AllOtherContributionsAmt |
| Noncash Contributions | $422,027 | NoncashContributionsAmt |
| Total Contributions | $9,106,948 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,549 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$89,993 | UnrelatedBusinessRevenueAmt |
| Exclusion | $304,542 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,806 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,806 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,806 | TotalRevenueColumnAmt |
| Exclusion | $17,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,627,601 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,401,769 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,225,832 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,225,832 | TotalRevenueColumnAmt |
| Exclusion | $3,225,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $158,060 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,690,778 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $158,060 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | $276,128 | $276,128 | |
| CATERING REVENUE | 900099 | $70,075 | $70,075 | |
| ADVERTISING INCOME | 900099 | $62,072 | $62,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $408,275 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,973,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$27,921 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,894,383 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,791 | TotalAmt |
| Program Services | $554,791 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,494 | TotalAmt |
| Program Services | $436,905 | ProgramServicesAmt |
| Management And General | $214,914 | ManagementAndGeneralAmt |
| Fundraising | $73,675 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,365 | TotalAmt |
| Program Services | $761,588 | ProgramServicesAmt |
| Management And General | $337,135 | ManagementAndGeneralAmt |
| Fundraising | $111,642 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,990 | TotalAmt |
| Program Services | $109,554 | ProgramServicesAmt |
| Management And General | $28,988 | ManagementAndGeneralAmt |
| Fundraising | $46,448 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,075 | TotalAmt |
| Program Services | $517,538 | ProgramServicesAmt |
| Management And General | $243,309 | ManagementAndGeneralAmt |
| Fundraising | $81,228 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,350 | TotalAmt |
| Program Services | $346,060 | ProgramServicesAmt |
| Management And General | $154,079 | ManagementAndGeneralAmt |
| Fundraising | $53,211 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,535 | TotalAmt |
| Management And General | $78,535 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,649 | TotalAmt |
| Program Services | $110,314 | ProgramServicesAmt |
| Management And General | $116,030 | ManagementAndGeneralAmt |
| Fundraising | $19,305 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Fundraising | $30,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,759 | TotalAmt |
| Management And General | $50,759 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,051 | TotalAmt |
| Program Services | $239,504 | ProgramServicesAmt |
| Management And General | $37,407 | ManagementAndGeneralAmt |
| Fundraising | $91,140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,602 | TotalAmt |
| Program Services | $118,340 | ProgramServicesAmt |
| Management And General | $14,071 | ManagementAndGeneralAmt |
| Fundraising | $35,191 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,022 | TotalAmt |
| Program Services | $246,310 | ProgramServicesAmt |
| Management And General | $34,475 | ManagementAndGeneralAmt |
| Fundraising | $38,237 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,207 | TotalAmt |
| Program Services | $351,329 | ProgramServicesAmt |
| Management And General | $146,991 | ManagementAndGeneralAmt |
| Fundraising | $29,887 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,615 | TotalAmt |
| Program Services | $244,700 | ProgramServicesAmt |
| Management And General | $45,293 | ManagementAndGeneralAmt |
| Fundraising | $15,622 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,082 | TotalAmt |
| Program Services | $238,031 | ProgramServicesAmt |
| Management And General | $1,057 | ManagementAndGeneralAmt |
| Fundraising | $8,994 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATION | $210,048 | $157,738 | $10,466 | $41,844 |
| REPAIRS & MAINTENANCE | $151,295 | $134,825 | $7,958 | $8,512 |
| MISCELLANEOUS | $48,676 | $31,307 | $8,794 | $8,575 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,822,606 | TotalAmt |
| Program Services | $4,598,834 | ProgramServicesAmt |
| Management And General | $1,530,261 | ManagementAndGeneralAmt |
| Fundraising | $693,511 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,408 | BOYAmt |
| EOY | $4,194,872 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,664,231 | BOYAmt |
| EOY | $6,795,517 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572,818 | BOYAmt |
| EOY | $3,579,304 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,675 | BOYAmt |
| EOY | $182,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,619,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,758,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550,435 | BOYAmt |
| EOY | $1,861,303 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,458,673 | BOYAmt |
| EOY | $11,505,419 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,130,310 | BOYAmt |
| EOY | $21,667,757 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,801,550 | BOYAmt |
| EOY | $49,786,774 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,388 | BOYAmt |
| EOY | $1,184,891 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,388 | BOYAmt |
| EOY | $1,184,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858,151 | BOYAmt |
| EOY | $12,240,747 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,639,623 | BOYAmt |
| EOY | $17,938,778 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,410,388 | BOYAmt |
| EOY | $18,422,358 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,908,162 | BOYAmt |
| EOY | $48,601,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,801,550 | BOYAmt |
| EOY | $49,786,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,150,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $97,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $445,257 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,105,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,689,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,155,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,106,948 | CurrentTaxYearAmt |
| Total | $26,845,406 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,105,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,689,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,155,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,106,948 | CurrentTaxYearAmt |
| Total | $26,845,406 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,273,541 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,571,865 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $566,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $697,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $322,348 | CurrentTaxYearAmt |
| Total | $1,668,323 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $430,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $357,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $346,203 | CurrentTaxYearAmt |
| Total | $1,159,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,672,845 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $577,575 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.32900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,969,960 | BeginningYearBalanceAmt |
| Contributions | $46,060 | ContributionsAmt |
| Investment Earnings Or Losses | $3,992,586 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,361,152 | OtherExpendituresAmt |
| End Year Balance | $38,647,454 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,687,384 | BeginningYearBalanceAmt |
| Contributions | $3,471,183 | ContributionsAmt |
| Investment Earnings Or Losses | $1,604,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $793,360 | OtherExpendituresAmt |
| End Year Balance | $35,969,960 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,031,687 | BeginningYearBalanceAmt |
| Contributions | $17,318,220 | ContributionsAmt |
| Investment Earnings Or Losses | $1,234,335 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $405,281 | OtherExpendituresAmt |
| Administrative Expenses | $491,577 | AdministrativeExpensesAmt |
| End Year Balance | $31,687,384 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,751,343 | BeginningYearBalanceAmt |
| Contributions | $280,344 | ContributionsAmt |
| End Year Balance | $14,031,687 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,724,832 | BeginningYearBalanceAmt |
| Contributions | $5,026,511 | ContributionsAmt |
| End Year Balance | $13,751,343 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,215,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,824,523 | DepreciationAmt |
| Book Value | $1,391,425 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,403,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,933,817 | DepreciationAmt |
| Book Value | $469,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,861,303 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARADIGM | $3,520,013 | F |
| FORE MULTI STRATEGY OFFSHORE FUND, LTD. | $2,112,263 | F |
| ESG CROSS BORDER EQUITY OFFSHORE FUND, LTD. | $3,170,747 | F |
| EQUINOX FUND INTERNATIONAL LTD. | $1,776,950 | F |
| FIRST EAGLE FUNDS | $2,928,821 | F |
| RELIANT CAP VII INSTITUTIONAL FUNDS | $1,738,094 | F |
| ENERGY MLP INCOME FUND, L.P. | $3,360,400 | F |
| VISIUM | $2,001,604 | F |
| DAVIDSON KEMPNER | $1,058,865 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,667,757 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,794,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $97,660 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $309,577 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $465,062 | OtherRevenueAmt |
| Revenue Not Reported | $872,299 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,922,651 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,759 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $50,759 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,973,410 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,101,229 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $309,577 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $19,805 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $329,382 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,771,847 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,759 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50,759 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,822,606 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS, INCLUDING THE POSITION THAT THE ACADEMY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET FOREIGN EXCHANGE TRANSLATION GAIN 465,062. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PENSION RELATED CHANGES OTHER THEN PERIODIC PENSION COST 19,805. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $554,791 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 1 | 59 | PROGRAM SERVICES | $3,948,544 | FELLOWSHIPS AND DISTINGUISHED VISITORSHIPS |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $6,946,188 | |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $7,284,614 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $491,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 59 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Subtotal Spent | $19,225,262 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,225,262 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistanceTxt |
| Region | EUROPE/ICELAND/GREENLAND | RegionTxt |
| Recipient | 27 | RecipientCnt |
| Cash Grant | $554,791 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK/WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STIPENDS ARE AWARDED TO COVER LIVING EXPENSES WHILE FELLOWS OR DISTINGUISHED VISITORS PARTICIPATE IN THE ORGANIZATION'S PROGRAMS. IN ORDER TO RECEIVE THE AWARDS, WHICH ARE PAID MONTHLY, THE RECIPIENTS MUST BE ON SITE. STIPENDS MAY BE USED BY THE RECIPIENTS AS THEY WISH TO COVER THEIR LIVING EXPENSES WHILE PARTICIPATING IN A FELLOWSHIP OR DISTINGUISHED VISITORSHIP. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN TORRICELLI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 5TH AVE 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10151 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTANT FOR RICHARD C. HOLBROOKE FORUM GALA | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,720,778 | GrossReceiptsAmt |
| Retained By Contractor | $30,000 | RetainedByContractorAmt |
| Net To Organization | $2,690,778 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,720,778 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $30,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,690,778 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HOLBROOKE FORUM GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $2,848,838 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,690,778 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $158,060 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,960 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $44,700 | EntertainmentEvent1Amt |
| Gross Receipts Total | $2,848,838 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,690,778 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $158,060 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,960 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $44,700 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $158,060 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR GARY SMITH | ||||||||||||||
| EXECUTIVE DIRECTOR | $319,636 | $0 | $0 | $0 | $0 | $0 | $97,954 | $0 | $11,710 | $0 | $429,300 | $0 | $0 | $0 |
| CHRISTIAN DIEHL | ||||||||||||||
| CFO | $154,933 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,190 | $0 | $166,123 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GBURT AMHOFFMAN NVON MALTZAHN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBERS | RelationshipDescriptionTxt |
| Transaction | $360,000 | TransactionAmt |
| Transaction | DURING THE YEAR ENDED JUNE 30, 2014, THE ACADEMY SOLD AN ARTWORK THAT IT HAD RECEIVED BY DONATION TO A GROUP OF PURCHASERS WHICH INCLUDED SIX BOARD MEMBERS. THE PURCHASERS SUBSEQUENTLY DONATED THE ARTWORK TO A MUSEUM. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $360,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTUAL SALE PROCEEDS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | RENOVATIONS | 1 | $57,986 | FMV |
| Yes (X) | EQUIPMENT | 1 | $4,041 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | RICHARD C. HOLBROOKE FORUM THE RICHARD C. HOLBROOKE FORUM IS A SERIES OF WORKSHOPS CONVENED BY THE ACADEMY AND FEATURING A DEEP, INTERDISCIPLINARY COMMUNITY OF INTERNATIONAL SCHOLARS, WRITERS, AND POLICY EXPERTS. THE WORKING GROUPS ALWAYS ADDRESS THEMES OVER SEVERAL DAYS, SHARING EXPERTISE, TESTING IDEAS, AND DEVELOPING RELATIONSHIPS WHILE DELVING INTO SOME OF THE MOST DIFFICULT COMMON ISSUES FACING LEADERS IN ALL PARTS OF THE WORLD. THE FORUM SUPPORTS PROJECTS WITHIN THE FRAMEWORK OF FOUR CORE THEMES: STATECRAFT AND VALUES, THE ENDURING CRISIS OF GOVERNANCE, THE DYNAMICS OF TRANSFORMATION, AND SECURING THE PEACE: POST-CONFLICT COEXISTENCE AND RECONCILIATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE BOARD MEMBERS ANDREW GUNDLACH, MARINA KELLEN FRENCH, AND NINA VON MALTZAHN - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE KELLEN FAMILY HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS PREPARED BY ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH THE ORGANIZATION'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY THE ORGANIZATION'S MANAGEMENT, STAFF AND FINANCE COMMITEE. CHANGES ARE MADE AS APPROPRIATE. THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL BOARD MEMBERS AND ALL OFFICERS WHO ARE CURRENTLY SERVING THE ORGANIZATION. WHEN A CONFLICT ARISES FOR ANY BOARD MEMBER OR OFFICER, THAT PERSON SHALL DISCLOSE IT IN WRITING TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE OFFICER OR DIRECTOR WITH THE CONFLICT OF INTEREST WOULD BE EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION SEEKS TO ENSURE THAT COMPENSATION IS REASONABLE AND REPRESENTS FAIR MARKET VALUE FOR SERVICES RENDERED. THE ORGANIZATION PERIODICALLY OBTAINS INFORMATION ON COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS. IF ANY INDIVIDUAL BOARD MEMBER HAS A CONFLICT OF INTEREST, HE OR SHE WOULD BE REQUIRED TO BE EXCLUDED FROM THE DISCUSSION AND DECISION UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET FOREIGN EXCHANGE TRANSLATION GAIN 465,062. PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST -19,805. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN BERLIN GMBH | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AM SANDWERDER 17-19 | AddressLine1 |
| City | BERLIN | City |
| Country | GM | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981016799 | EIN |
| Primary Activities | PROGRAM SERVICE | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | GM | LegalDomicileForeignCountryCd |
| Total Income | $6,444,153 | TotalIncomeAmt |
| End Of Year Assets | $12,320,538 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN BERLIN | BusinessNameLine1 |