CARAMOOR CENTER FOR MUSIC & THE ARTS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARAMOOR CENTER FOR MUSIC & THE ARTS INC (EIN 13-5643627)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349304876
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T18:47:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 HUDSON VALLEY AVENUE SUITE 106 | AddressLine1 |
| City | NEW WINDSOR | City |
| State | NY | State |
| ZIP Code | 12553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 Inc | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Katonah | City |
| State | NY | State |
| ZIP Code | 10536 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey P Haydon | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 9142328425 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Garrett Higgins | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 8452202400 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey P Haydon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 816 | AddressLine1 |
| City | Katonah | City |
| State | NY | State |
| ZIP Code | 10536 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,946,502 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caramoor.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Since 1946, Caramoor has presented music to audience members throughout the New York and Connecticut region. In 2013, 31,732 people visited our campus to participate in our programs, including concerts, mentoring activities, and arts-in-education programs. As a performing arts center, Caramoor works to fulfill its mission by presenting innovative and diverse musical performances; mentoring young professional musicians; and engaging children through interactive, educational experiences. With its dedicated staff, talented visiting artists, and 90-acre campus of gardens and historic architecture, Caramoor is uniquely placed to deliver these cultural enrichment opportunities to concert-goers, young musicians, and schoolchildren. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $123,995 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$5,530 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,303,556 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,207,096 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $839,740 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,084,194 | CYProgramServiceRevenueAmt |
| PY Investment Income | $241,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $878,573 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,538 | PYOtherRevenueAmt |
| CY Other Revenue | -$50,245 | CYOtherRevenueAmt |
| PY Total Revenue | $5,424,225 | PYTotalRevenueAmt |
| CY Total Revenue | $12,119,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,078,345 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,359,428 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $943,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,186,635 | PYOtherExpensesAmt |
| CY Other Expenses | $4,379,518 | CYOtherExpensesAmt |
| PY Total Expenses | $5,264,980 | PYTotalExpensesAmt |
| CY Total Expenses | $6,738,946 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $159,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,380,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,185,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,721,284 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,072,638 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,576,536 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Caramoor Center for Music and the Arts - a unique Westchester County setting of Italianate architecture and gardens-enriches the lives of its audiences through innovative and diverse musical performances of the highest quality, mentors young professional musicians, and engages young children through interactive, educational experiences that deepen their relationship to and understanding of music. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,661,313 | ExpenseAmt |
| Revenue | $904,900 | RevenueAmt |
| Desc | Musical Performances - See Schedule OIn 2013, Caramoor presented a total of 46 stand-alone musical performances and day-long, multi-set festivals to 24,148 audience members in venues throughout our campus, including the 1,700-seat Venetian Theater, the 500-seat Spanish Courtyard, the 200-seat Music Room of the historic Rosen House, the Sunken Garden, Tapestry Hedge, Picnic Lawn, and Friends' Field. While maintaining our commitment to the core classical repertoire, including symphonic, opera and chamber music, we also presented a wide array of other genres, including jazz, Latin American music, and American roots music, as well as programs designed for families with young children.The 68th annual International Music Festival, which ran from June 22 to August 7 and included 29 concerts and multi-set festivals, was the highlight of our musical offerings. It opened with a performance of the Broadway musical She Loves Me which included Alexandra Silber, Santino Fontana, Montego Glover, and the Orchestra of St. Luke's, in residence at Caramoor since 1979. Classical music is the perennial mainstay of the festival's offerings, with both chamber and symphonic performances. Artists in 2013 year included the Vienna Piano Trio; Brooklyn Rider; pianist Jonathan Biss; members of the Caramoor Rising Stars; the Amphion String Quartet, the Ernst Stiefel String Quartet-in-Residence; and the Orchestra of St. Luke's.Our 2013 Bel Canto at Caramoor season was the largest in our history. In celebration of the 200th anniversary of Giuseppe Verdi's birth, we presented two Verdi operas in their rarely-heard, original French versions: Les vepres siciliennes and Don Carlos.The 20th annual Jazz Festival, organized by Jim Luce, was a three-day event. Artists included Luciano Souza, the Charles Tolliver Big Band, the Mingus Big Band, the Jason Marsalis Vibes Quartet, and Elio Villafranca & the Jass Syncopators, among others.The American Roots Music Festival, returned for its third year and continued to grow in popularity. This day-long event, organized by Maggi Landau, included artists David Wax Museum, The Stray Birds, Heritage Blues Quartet, Doug & Telisha, Spuyten Duyvil, and The Del McCoury Band.Organized by Katie Kresek, our programming for young families has increased significantly in recent years, with the Dancing at Dusk series as its cornerstone. The goal of this series is to introduce children, from toddlers to pre-teens, to a wide range of music genres in a welcoming and accessible manner. The 2013 Dancing at Dusk series included performances by Dandy Wellington, the Funky Guajiros, the Eletfa Hungarian Folk Band, and La Troupe Zetwal.We reintroduced our two-day Fall Festival in 2013, which included a sold-out Latin jazz performance by Chuchito Valdes, Gonzalo Rubalcaba, and Edmar Castaneda as well as an innovative appearance by The Knights and Siamak Aghaei.Caramoor presents chamber music in the spring and fall in the Music Room of the historic Rosen House. Performances in the spring 2013 series included artists from two of Caramoor's young artist mentoring programs: the Schwab Vocal Rising Stars and the Amphion String Quartet, the 2012-2013 Ernst Stiefel String Quartet-in-Residence. In addition, we kicked off a new Roots Music @ Music Room series with Grammy award-winning multi-instrumentalist Tim O'Brien on April 13. The fall series included singer-songwriters The Milk Carton Kids; The Dover Quartet, the 2013-14 Ernst Stiefel String Quartet-in-Residence; and young artists participating in the Evnin Rising Stars mentoring program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $774,016 | ExpenseAmt |
| Revenue | $123,138 | RevenueAmt |
| Desc | Education - See Schedule OMentoringThe development of emerging artists is central to Caramoor's mission and woven into much of our programming. Through our five mentoring programs, we identify, train, and promote the next generation of vocal and instrumental artists. Each year, over 50 young musicians participate, reaching approximately 6,000 audience members. Through these programs, we have worked with some of the finest musicians of the next generation and helped them cross the threshold from their student years into the early stages of their professional careers. For many of these artists, this is the beginning of a longstanding relationship with Caramoor, as they return throughout their careers to perform for our audiences.Evnin Rising StarsFor nearly two decades there has been an institutional focus on training instrumental artists. Pianist, conductor, and composer Andre Previn established the mentoring program now known as the Evnin Rising Stars at Caramoor in 1992; as his tenure at Caramoor concluded, conductor Peter Oundjian took on artistic leadership of the program. Since 2008 violinist Pamela Frank has acted as Artistic Director for the Evnin Rising Stars. Each fall, eight to ten instrumentalists come together with three distinguished artists-past musicians have included Atar Arad, Kim Kashkashian, Ani Kavafian, Marcy Rosen, Ronald Thomas, and Donald Weilerstein, among others-for a week of intensive chamber music rehearsals, coaching, and performances of works from the heart of the chamber music repertoire. At the end of the residency the musicians perform for audiences in the intimate Music Room of the historic Rosen House on Caramoor's campus, giving them valuable exposure and performance experience. The Evnin Rising Stars program has identified and brought over a hundred promising musicians to Caramoor. As the years have passed, alumni of the program have established themselves as artists in the world of classical music performance.In 2013, seven young Rising Stars partnered with three established musician mentors in a week-long residency program of coaching and rehearsals. The program culminated with two performances at Caramoor.Caramoor VirtuosiIn 1999 the Caramoor Virtuosi program grew out of the great success of Caramoor's Rising Stars young artist mentoring program. Over 100 instrumentalists on the cusp of their professional careers have participated in the Rising Stars in the last two decades; the Caramoor Virtuosi program serves as a bridge between that opportunity and Caramoor's general music presenting programs. It has thus far enabled 56 young artists to return to Caramoor for a residency week during the International Music Festival as well as additional performance opportunities throughout the year. The program is led by cellist Edward Arron, who began his affiliation with Caramoor as a Rising Star, and is now the artistic director of both the Caramoor Virtuosi and the Metropolitan Museum Artists in Concert. Its focus is to foster the intimacy and immediacy of chamber music, cultivate collaborative music-making, and engage audiences in the excitement of musical performance.In 2013, seven young artists participated in a residency program that concluded with a chamber performance for 150 audience members.Bel Canto Young ArtistsIn 1998 Will Crutchfield established the Bel Canto Young Artists program. Each year more than 30 young opera singers are chosen to receive rigorous training in bel canto singing and to fill solo performance slots that arise during the International Music Festival. Six weeks in length, the program includes daily group classes by Caramoor staff and guests. Members of the program also understudy the principal roles of each summer's operas, participating in full-scale rehearsals that provide them with the invaluable opportunity to test their skills in a complete part. They also gain performance experience and exposure with audiences in pre-opera recital concerts.In 2013, 37 young opera singers took part in this program. They reached 3,187 audience members through their performances, which included two operas and two vocal recitals.Ernst Stiefel String Quartet-in-ResidenceIn 1999, with generous underwriting support from The Ernst C. Stiefel Foundation, Caramoor established a residency program for young chamber ensembles. In performing at Caramoor throughout the year, the quartet gains recognition and performance experience. In turn, the quartet hones their mentoring skills with didactic performances and workshops for approximately 1,000 area schoolchildren who attend as part of the Student Strings arts-in-education program. The quartet also partners with a young composer on a new commission which is premiered during Caramoor's International Music Festival.In 2013, the Amphion String Quartet completed its Stiefel residency with performances in the spring and summer, reaching 314 audience members. The Dover Quartet, the 2013-2014 Ernst Stiefel String Quartet-in-Residence, began its residency in the fall with a concert reaching 192 audience members. In addition, more than 600 local schoolchildren participated in Student Strings, the arts-in-education program which is led by the quartet.Schwab Vocal Rising StarsThe Schwab Vocal Rising Stars, established in 2009 and under the artistic leadership of the New York Festival of Song's Steven Blier and Michael Barrett, is a program for young vocal artists. The initiative focuses on singing outside the realm of opera, including the song recital and vocal chamber music. The week-long residency offers intensive daily coaching, rehearsals, and workshops with mentors and leaders in the field and concludes with performances at Caramoor and at Merkin Concert Hall in New York City.In 2013, four young singers participated in the week-long Vocal Rising Stars program under the guidance of Michael Barrett and Steven Blier. The program culminated in two performances; the first at Caramoor before an audience of 83 and the second at Merkin Concert Hall in New York City, which has an audience capacity of 450.Arts-in-EducationSince 1986, Caramoor has provided students with arts enrichment opportunities that utilize our exceptional facilities, visiting artists, and dedicated staff, while meeting NYS education standards. We place an emphasis on reaching out to schools from under-resourced communities, in particular schools in Yonkers such as the Casimir Pulaski School, the Kahlil Gibran Elementary School, and Scholastic Academy. We welcome approximately 5,600 students to our campus each year, with nearly 40% of participants receiving funding support through fee waivers and bus transportation support. In spring 2013, 4,389 students participated, up from 3,744 in spring 2012.* A Day in the Renaissance: a day of learning period songs and dances; attending a performance by a commedia dell'arte group; exploring Caramoor's collection of Renaissance art; and observing the art of falconry.* What's in a House?: a two-day exploration of architecture, art, music, and horticulture. Students build their own architectural structures; compose their own music with professional musicians; explore the historic Rosen House; and engage in a workshop examining the historical use of herbs.* Chinese Arts and Culture: an in-depth introduction to Chinese culture explores Caramoor's collection of Asian art including silk wallpapers and jade sculpture; an east/west music workshop; hands-on art of brush painting; and a Chinese tea ceremony.* Student Strings: an in-school "Concert and Conversation" with our annual string quartet-in-residence; a clinic run by the quartet; and an invitation for the students to attend a performance by the quartet at Caramoor.* Design A Day: specifically tailored programs with grade-appropriate subject matter and curriculum requirements. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $715,978 | ExpenseAmt |
| Revenue | $62,281 | RevenueAmt |
| Desc | Rosen House, Gardens and Estate - See Schedule OThe Rosen House is a Mediterranean Revival villa at the center of the Caramoor campus. In recognition of the unsurpassed quality and great quantity of European period rooms incorporated into the fabric of the house, Caramoor was recognized as nationally significant on the National Register of Historic Places in 2011, a distinction that it shares with sites such as Vizcaya in Miami, FL and Hearst Castle in San Simeon, CA. Built in the 1930s, it is an incomparable concert venue, a unique classroom for visiting schoolchildren, and a haven for the creative growth of young musicians.In 2013, Caramoor staff and volunteers continued to research a wealth of archival material in the house in order to develop new public programs and better understand Caramoor's founders, Lucie and Walter Rosen, their contributions to the arts, and the history of Caramoor as a performing arts center. We also reinstated public tours of the Rosen House, which had been temporarily suspended during the first phase of this research and re-evaluation period. From May to December 1,928 people visited the historic house for teas, musicales, and tours.Gardens and Estate: The 90-acre Caramoor campus, which was listed on the National Register of Historic Places at the state-wide level of significance in 2001 and at the national level of significance in 2011, is comprised of four primary buildings-today known as the Rosen House, the Administration Building, the Gifford Residence, and the Diane Moss Education Center-as well as ancillary buildings and landscape features, gardens, lawns, and woodland areas. A central focus of the campus is the Venetian Theater, a tented, 1,700-seat venue.45 acres of the campus is deer-fenced and open to the visiting public, including the Sunken Garden, established in 1912; a Mediterranean Revival pavilion; an allee of cedar trees; and a number of gardens designed in the 1930s by landscape architect and Katonah resident Robert Ludlow Fowler, Jr. The Caramoor estate provides an incomparable setting for our cultural programs by serving as a stage for music performances and contextualizing the concerts that occur here; providing a learning laboratory for arts-in-education and emerging artist programs; and providing an idyllic haven for more than 30,000 visitors annually. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,151,307 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 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 | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Katonah | City |
| State | NY | State |
| ZIP Code | 10536 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Jonathan M Clark | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David C Oxman | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Elaine Schroeder | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Eileen Caulfield Schwab | ||||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Barry J Alperin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James A Attwood Jr | ||||||||
| Chairman | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gail A Binderman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia F Carey | ||||||||
| Trustee thru December 2013 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Elow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Falkenberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan W Freund | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Effie B Fribourg | ||||||||
| Trustee thru February 2013 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael E Gellert | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| E Robert Goodkind | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Helene Grimaud | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra S Joys | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Kend | ||||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Nancy Offit | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard H O'Leary | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Andrew Saul | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William Kelly Simpson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Angela Haines | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ann Hawley | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin R Davis | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan G Groner | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Nager | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judy Evnin | ||||||||
| Chairman Emerita | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| James Amine | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul S Bird | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William Cordiano | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Stanton | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Zinman | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Haydon | ||||||||
| CEO | 65.00 | $210,094 | $0 | $17,265 | Yes (X) | |||
| Paul H Rosenblum | ||||||||
| Managing Director | 55.00 | $166,563 | $0 | $19,892 | Yes (X) | |||
| Michael Barrett | ||||||||
| Artistic Director | 40.00 | $216,193 | $0 | $49,640 | Yes (X) | |||
| Tammy Belanger | ||||||||
| VP, CFO | 45.00 | $113,388 | $0 | $15,639 | Yes (X) | |||
| Nina Curley | ||||||||
| VP, Chief Development Officer | 60.00 | $163,558 | $0 | $17,265 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $869,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $119,701 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Orchestra of St Lukes | |||||
| 330 West 42nd Street | New York | NY | 10036 | Resident orchestra | $652,778 |
| Lawrence Weiner Associates | |||||
| 225 Mt Hope Blvd | HastingsonHudson | NY | 10706 | Advertising media | $307,202 |
| Allied Printing Services | |||||
| PO Box 34 | Brattleboro | VT | 05302 | Printing | $161,975 |
| Marts & Lundy | |||||
| 1200 Wall Street West | Lynhurst | NJ | 07071 | Consulting | $128,456 |
| Great Performances | |||||
| 304 Hudson Street | New York | NY | 10013 | Catering | $110,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $757,032 | FundraisingAmt |
| Government Grants | $45,025 | GovernmentGrantsAmt |
| All Other Contributions | $9,405,039 | AllOtherContributionsAmt |
| Noncash Contributions | $147,326 | NoncashContributionsAmt |
| Total Contributions | $10,207,096 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ticket Sales | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $1,084,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,084,194 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,084,194 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,921 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $357 | UnrelatedBusinessRevenueAmt |
| Exclusion | $60,564 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $286,652 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $185,363 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $101,289 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,289 | TotalRevenueColumnAmt |
| Exclusion | $101,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,012,381 | SecuritiesAmt |
| Other | $66,150 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,253,524 | SecuritiesAmt |
| Other | $7,355 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $758,857 | SecuritiesAmt |
| Other | $58,795 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $817,652 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,335 | UnrelatedBusinessRevenueAmt |
| Exclusion | $811,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $96,720 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $757,032 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $371,682 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$274,962 | TotalRevenueColumnAmt |
| Exclusion | -$274,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,085 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,960 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,125 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advertising | Desc |
| Business | 511190 | BusinessCd |
| Total Revenue Column | $117,303 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $117,303 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $117,303 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,119,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,090,319 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,995 | UnrelatedBusinessRevenueAmt |
| Exclusion | $698,208 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,441 | TotalAmt |
| Program Services | $256,564 | ProgramServicesAmt |
| Management And General | $74,486 | ManagementAndGeneralAmt |
| Fundraising | $82,391 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,805 | TotalAmt |
| Program Services | $928,734 | ProgramServicesAmt |
| Management And General | $232,919 | ManagementAndGeneralAmt |
| Fundraising | $361,152 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,015 | TotalAmt |
| Program Services | $37,674 | ProgramServicesAmt |
| Management And General | $11,427 | ManagementAndGeneralAmt |
| Fundraising | $9,914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,381 | TotalAmt |
| Program Services | $139,301 | ProgramServicesAmt |
| Management And General | $42,802 | ManagementAndGeneralAmt |
| Fundraising | $37,278 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,786 | TotalAmt |
| Program Services | $93,866 | ProgramServicesAmt |
| Management And General | $21,224 | ManagementAndGeneralAmt |
| Fundraising | $29,696 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,262 | TotalAmt |
| Management And General | $1,600 | ManagementAndGeneralAmt |
| Fundraising | $7,662 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,500 | TotalAmt |
| Management And General | $35,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,217 | TotalAmt |
| Management And General | $36,217 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,694 | TotalAmt |
| Management And General | $5,694 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,617 | TotalAmt |
| Program Services | $373,366 | ProgramServicesAmt |
| Management And General | $3,062 | ManagementAndGeneralAmt |
| Fundraising | $26,189 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,708 | TotalAmt |
| Program Services | $135,890 | ProgramServicesAmt |
| Management And General | $26,487 | ManagementAndGeneralAmt |
| Fundraising | $46,331 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,560 | TotalAmt |
| Program Services | $135,534 | ProgramServicesAmt |
| Management And General | $7,590 | ManagementAndGeneralAmt |
| Fundraising | $15,436 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,698 | TotalAmt |
| Program Services | $118,649 | ProgramServicesAmt |
| Management And General | $8,894 | ManagementAndGeneralAmt |
| Fundraising | $7,155 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,832 | TotalAmt |
| Program Services | $1,398 | ProgramServicesAmt |
| Management And General | $3,865 | ManagementAndGeneralAmt |
| Fundraising | $569 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,182 | TotalAmt |
| Program Services | $145,725 | ProgramServicesAmt |
| Management And General | $20,819 | ManagementAndGeneralAmt |
| Fundraising | $41,638 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,370 | TotalAmt |
| Program Services | $108,135 | ProgramServicesAmt |
| Management And General | $12,488 | ManagementAndGeneralAmt |
| Fundraising | $4,747 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fees: Artist/tech, etc. | $2,221,594 | $2,040,991 | $52,126 | $128,477 |
| Equip Rntl Rpr & Maint | $377,447 | $294,850 | $40,056 | $42,541 |
| Brochures & Programs | $194,168 | $152,021 | $2,980 | $39,167 |
| Food and Beverages | $126,581 | $71,106 | $2,520 | $52,955 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,088 | TotalAmt |
| Program Services | $117,503 | ProgramServicesAmt |
| Management And General | $1,774 | ManagementAndGeneralAmt |
| Fundraising | $9,811 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,738,946 | TotalAmt |
| Program Services | $5,151,307 | ProgramServicesAmt |
| Management And General | $644,530 | ManagementAndGeneralAmt |
| Fundraising | $943,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,661 | BOYAmt |
| EOY | $506,265 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,721 | BOYAmt |
| EOY | $26,992 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,343 | BOYAmt |
| EOY | $177,769 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,175 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,101 | BOYAmt |
| EOY | $8,574 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,661 | BOYAmt |
| EOY | $60,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,418,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,998,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,211 | BOYAmt |
| EOY | $2,420,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,728 | BOYAmt |
| EOY | $51,267 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,910,161 | BOYAmt |
| EOY | $13,782,245 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,195 | BOYAmt |
| EOY | $681,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,185,782 | BOYAmt |
| EOY | $17,721,284 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,420 | BOYAmt |
| EOY | $113,377 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,586 | BOYAmt |
| EOY | $31,371 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,138 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,144 | BOYAmt |
| EOY | $144,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,664 | BOYAmt |
| EOY | $4,206,785 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,507,689 | BOYAmt |
| EOY | $3,764,160 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,944,285 | BOYAmt |
| EOY | $9,605,591 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,072,638 | BOYAmt |
| EOY | $17,576,536 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,185,782 | BOYAmt |
| EOY | $17,721,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,380,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $123,225 | 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 | $3,824,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,842,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,473,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,303,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,207,096 | CurrentTaxYearAmt |
| Total | $24,651,075 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,824,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,842,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,473,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,303,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,207,096 | CurrentTaxYearAmt |
| Total | $24,651,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,545,453 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,105,622 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $309,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,921 | CurrentTaxYearAmt |
| Total | $1,086,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,737,893 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,573,124 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $66,150 | RevenuesIncludedAmt |
| Assets Included | $681,370 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,827,755 | BeginningYearBalanceAmt |
| Contributions | $4,596,306 | ContributionsAmt |
| Investment Earnings Or Losses | $901,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $619,988 | OtherExpendituresAmt |
| End Year Balance | $12,705,985 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,269,755 | BeginningYearBalanceAmt |
| Contributions | $762,159 | ContributionsAmt |
| Investment Earnings Or Losses | $844,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,048,344 | OtherExpendituresAmt |
| End Year Balance | $7,827,755 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,031,496 | BeginningYearBalanceAmt |
| Contributions | $337,870 | ContributionsAmt |
| Investment Earnings Or Losses | -$50,603 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,049,008 | OtherExpendituresAmt |
| End Year Balance | $7,269,755 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,794,486 | BeginningYearBalanceAmt |
| Contributions | $67,555 | ContributionsAmt |
| Investment Earnings Or Losses | $830,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $661,098 | OtherExpendituresAmt |
| End Year Balance | $8,031,496 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,989,867 | BeginningYearBalanceAmt |
| Contributions | $90,125 | ContributionsAmt |
| Investment Earnings Or Losses | $1,136,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $421,647 | OtherExpendituresAmt |
| End Year Balance | $7,794,486 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.19000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75000 | 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 | $4,730,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,994,646 | DepreciationAmt |
| Book Value | $1,735,690 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,491,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,009,841 | DepreciationAmt |
| Book Value | $481,377 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,138,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $993,861 | DepreciationAmt |
| Book Value | $144,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,420,032 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $3,797,920 | F |
| U.S. Government Securities | $2,709,289 | F |
| Equities - TIFF Multi-asset | $7,275,036 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,782,245 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,358,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $123,225 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $116,199 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $194,323 | OtherRevenueAmt |
| Revenue Not Reported | $433,747 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,925,193 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,217 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $158,209 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $194,426 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,119,619 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,855,042 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $116,199 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $194,323 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $310,522 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,544,520 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,217 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $158,209 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $194,426 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,738,946 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | In 2013 public tours, temporarily suspended in 2010, were reinstated and 1,928 visitors participated. As in preceding years, the collection also remained available to the public through Caramoor's music presentations, young artist mentoring programs, and arts-in-education programs. 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. In 2013, staff and volunteers continued to research a wealth of archival material in the Rosen House in order to develop new public programs and better understand the Rosens, their contributions to the arts, and the history of Caramoor as a performing arts center. 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 International Music Festival. Objects from the collection displayed in the Music Room of the Rosen House-including a wooden 16th-century Italian ceiling, French and Swiss 16th-century stained glass, Renaissance tapestries, and 17th-century furniture-create an incomparable setting for chamber music performances. The collection also provides primary material for Caramoor's arts-in-education programs. In programs such as A Day in the Renaissance, Chinese Arts & Culture, and What's in a House? students participate in guided tours and are encouraged to use the collection as inspiration for their own writing, drawing, and music-making. |
| Part V, Line 4: | Caramoor maintains various donor-restricted endowment funds and board designated quasi-endowment funds whose purpose is to provide long term support for its charitable programs. |
| Part X, Line 2: | Caramoor recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that Caramoor had no uncertain tax positions that would require financial statement recognition or disclosure. Caramoor is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to December 31, 2010. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $8,960 Rental expenses reported on Part VIII, Line 6B - $185,363 |
| Part XI, Line 4b - Other Adjustments: | Expenses not directly allocable to special events - $158,209 |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold reported on Part VIII, Line 10B - $8,960 Rental expenses reported on Part VIII, Line 6B - $185,363 |
| Part XII, Line 4b - Other Adjustments: | Expenses not directly allocable to special events - $158,209 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,677,437 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,677,437 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,677,437 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | June Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $549,513 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $483,557 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,956 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $37,980 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $77,534 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $59,876 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,008 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Wine Benefit | NameOfEvent2Amt |
| Gross Receipts Event2 | $138,179 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $131,580 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,599 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,805 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,312 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,786 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $38,971 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $166,060 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $141,895 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,165 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $19,860 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $21,182 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $25,477 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,891 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $853,752 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $757,032 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $96,720 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,645 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $115,028 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $95,139 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $97,870 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $371,682 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$274,962 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeff Haydon | ||||||||||||||
| CEO | $207,912 | $0 | $0 | $0 | $2,182 | $0 | $0 | $0 | $17,265 | $0 | $227,359 | $0 | $0 | $0 |
| Paul H Rosenblum | ||||||||||||||
| Managing Director | $166,563 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,892 | $0 | $186,455 | $0 | $0 | $0 |
| Michael Barrett | ||||||||||||||
| Artistic Director | $216,193 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $26,640 | $0 | $265,833 | $0 | $0 | $0 |
| Nina Curley | ||||||||||||||
| VP, Chief Development Officer | $163,558 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,265 | $0 | $180,823 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Jeffery Haydon received a gross up payment in his 2013 W-2 for moving expenses in the amount of $2,182. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $78,124 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV@Date of Donation | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Advertising | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,462 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV@Date of Donation | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributors are in column B | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 meet to 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 an FTP site. The URL address for the FTP site is circulated to the Board. The Chair of the Audit Committee delivers the Committee report on the preparation and review of the 990 to the Board and recommends the form 990 be filed. If no changes are noted, 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 committee with any and all relevant information before retiring. The minutes of the meeting of the Board or committee shall reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion or vote and did not vote. When there is a doubt as to whether a conflict of interest exists, the matter shall be resolved by the Board of Trustees excluding the person whose situation will be discussed. When any conflict of interest may be involved in a matter involving an employee, such employee shall notify the Board of Trustees and the Chief Executive Officer of Caramoor. Notwithstanding the foregoing, the Board of Trustees may waive any disclosed conflict if it determines such waiver to be in the best interests of Caramoor. |
| Form 990, Part VI, Section B, line 15 | Caramoor has a formal Compensation Committee which reviews annually salaries, bonuses, and benefits for all Caramoor employees. The Committee pays special attention to the positions of CEO, Managing Director, CDO, CFO, and CMO. Annual reviews include self-assessment by the employee, the employee's supervisor, and recommendations from the CEO. The CEO also receives a review from the Compensation Committee. Trustees that sit on the Compensation Committee have all signed "conflict of interest" declarations, and do so annually. The Committee reviews salaries and compensation for similar sized arts organizations in the New York area, and nationally, and uses this information in their decision making. Minutes of the Committee's deliberations and decisions are forwarded to the CFO to be carried out and filed. The last meeting of the Compensation Committee took place on April 10, 2014. |
| Form 990, Part VI, Section C, line 18 | The Organization makes its Form 990 and Form 1023 available for public inspection as required under Section 6104 of the Internal Revenue Code by posting it on guidestar.org and other similar types of websites. |
| 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. |
| Form 990, Part XI, Line 2C: | The Organization has a committe that assumes responsibility for the oversight of the audit of its financial statements and selection of an independent accountant. This process did not change from the prior year. |
| Form 990, Part I, Line 6: | Through their generous commitment of time, enthusiasm, and expertise, Caramoor benefits from the contributions of volunteers throughout the year. In 2013, over 200 people volunteered part-time at Caramoor in a variety of capacities. This number was determined by the scope of Caramoor's presenting activities and educational programs, in addition to the availability of the volunteers themselves. The majority of volunteers act as ushers at Caramoor's year-round music presentations. They are the often the public face of Caramoor, acting as greeters, helping audience members to their seats, and ensuring the visiting public's safety and comfort. * 25-40 ushers work at each concert in the Venetian Theater * 16-20 ushers work at each concert in the Spanish Courtyard * 10 ushers work at each concert in the Music Room * 10 ushers work at each Dancing at Dusk concert on Friends' Field * 10 ushers work at each concert in the Sunken Garden Volunteers also play a major role in Caramoor's arts-in-education programs. They give tours of the collection, lead various elements of each program, and help children and teachers through the campus. They also provide guidance during public tours of the Rosen House as well as performing clerical duties and undertaking cataloging projects. |
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