2011-11-02T14:35:45-05:00 2011-06-30 TATE & TRYON 2021 L STREET NW 400 WASHINGTON DC 20036 990 2010-07-01 521233092 STRATHMORE HALL FOUNDATION INC STRA 3015815200 5301 TUCKERMAN LANE NORTH BETHESDA MD 208523385 ELIOT PFANSTIEHL 3015815200 2011-10-28 1 FREDERICK LONGWOOD 2022932200 2010 2016-03-07 17:11:31Z ELIOT PFANSTIEHL 5301 TUCKERMAN LANE NORTH BETHESDA MD 208523385 8377999 0 X WWW.STRATHMORE.ORG X 1981 MD TO NURTURE ART AND ARTISTS THROUGH CREATIVE AND DIVERSE PROGRAMMING OF THE HIGHEST QUALITY. 28 28 253 450 11550 0 3333157 2785294 3151379 4560994 131313 178814 276466 355051 6892315 7880153 0 2500 0 0 2738174 2957965 0 0 622894 3630882 4761623 6369056 7722088 523259 158065 14076580 14962907 2053520 2089453 12023060 12873454 X PROMOTES AND ENCOURAGES COMMUNITY INVOLVEMENT IN THE VISUAL AND PERFORMING ARTS THROUGH EDUCATIONAL PROGRAMS, SEASONAL OUTDOOR EVENTS, ART EXHIBITIONS, CONCERTS, PERFORMING ARTS PROGRAMS, AND EVENTS FOR ALL AGES, INTERESTS, AND CULTURAL HERITAGE. 0 0 3061085 2887753 PERFORMING ARTS - STRATHMORE LAUNCHED A REVOLUTIONARY PROGRAM FOR PROGRAMMING, RELEASING, AND SELLING TICKETS TO ITS PERFORMANCE SEASON. THE NEW PROGRAM RESPONDS TO CUSTOMERS' PATTERNS, THE NEED FOR ADDITIONAL BOOKING FLEXIBILITY AND AN INTEREST IN WANTING TO COMMUNICATE WITH OUR AUDIENCES MORE FREQUENTLY. GROUPS OF PERFORMANCES ARE ROLLED OUT MULTIPLE TIMES PER YEAR AND SUBSCRIPTIONS HAVE BEEN ELIMINATED. BY ALLOWING THE PURCHASE OF SINGLE TICKETS IMMEDIATELY AFTER SHOWS AND ARTISTS ARE ANNOUNCED, STRATHMORE HAS INCREASED ITS TICKET SALES BY 60% OVER THE LAST YEAR. 1177785 659850 RETAIL AND OPERATION - THE SHOP AT STRATHMORE EXCELS IN OFFERING HANDMADE AND OTHER ARTS AND CRAFTS FOR ITS PATRONS. OPERATIONS CONTINUE TO EFFICIENTLY SUPPORT THE INCREASING NUMBER OF PERFORMANCES, SHOWS, EDUCATIONAL CLASSES AND EVENTS ON THE 11 ACRE CAMPUS. IN THE PAST YEAR WE'VE SEEN AN INCREASE OF OVER 20 ADDITIONAL USES OF OUR MAIN VENUE BY THE COMMUNITY, BRINGING THE TOTAL NUMBER OF EVENTS TO OVER 200 ANNUALLY, IN THE CONCERT HALL. 658909 330 COMMUNICATION - THE FOUNDATION MARKETED AND PROMOTED ITS 11 ACRE ARTS CAMPUS TO THE PUBLIC. A MEDIA MIX OF PRINTED MATERIALS, ONLINE OUTLETS SUCH AS EMAIL, FACEBOOK, TWITTER, AND RADIO WERE USED TO ADVERTISE THE VARIOUS PROGRAMS. 499563 84589 EDUCATION - STRATHMORE EDUCATION PROGRAM NEARLY DOUBLED ITS EDUCATIONALOFFERINGS IN THE FORM OF CLASSES, WORKSHOPS, LECTURES AND OUTREACHSERVING NEARLY 1,500 STUDENTS. THE FOUNDATION INITIATED AN OUTREACHPROGRAM TO LOW INCOME AND UNDERSERVED STUDENTS INCLUDING A WEEK LONGWORKSHOP DURING SPRING BREAK FOR A GROUP OF FOURTH GRADERS. STRATHMOREPARTNERED WITH OTHER ORGANIZATIONS TO BRING OVER 20,000 2ND AND 5THGRADERS IN MONTGOMERY COUNTY PUBLIC SCHOOLS TO THE CONCERT HALL FOR ASPECIAL PERFORMANCE. 293938 133119 VISUAL ARTS - STRATHMORE PARTNERED FOR THE FIRST TIME THIS YEAR WITH A LOCAL UNIVERSITY ART DEPARTMENT, PROVIDING EXHIBITION EXPERIENCES FOR ART STUDENTS ALONGSIDE LOCAL PROFESSIONALS. THE ORGANIZATION LAUNCHED A FINE ARTIST IN RESIDENCE COMPANION PROGRAM TO THE SIX-YEAR-OLD PERFORMING ARTIST-IN-RESIDENCE PROGRAM AND CURATED A REGION-WIDE, MULTI-MEDIA EXHIBITION ON ABSTRACTION. 793501 217708 5691280 1 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 109 0 1 253 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X JASPER COX 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 208523385 CAROL A TRAWICK 2.00 X X 0 0 0 NANCY E HARDWICK 2.00 X X 0 0 0 JEROME W BRESLOW 2.00 X X 0 0 0 DALE S ROSENTHAL 2.00 X X 0 0 0 JOSEPH F BEACH 1.00 X 0 0 0 ROBERT G BREWER 1.00 X 0 0 0 MEGAN T CAMPION 1.00 X 0 0 0 DICKIE S CARTER 1.00 X 0 0 0 STARR G EZRA 1.00 X 0 0 0 HON NANCY FLOREEN 1.00 X 0 0 0 SOL GRAHAM 1.00 X 0 0 0 THOMAS H GRAHAM 1.00 X 0 0 0 PAUL L HATCHETT 1.00 X 0 0 0 FRANK F ISLAM 1.00 X 0 0 0 ALEXINE C JACKSON 1.00 X 0 0 0 DIANNE KAY 1.00 X 0 0 0 DELIA K LANG 1.00 X 0 0 0 CAROLYN P LEONARD 1.00 X 0 0 0 JAMES F MANNARINO 1.00 X 0 0 0 J ALBERTO MARTINEZ MD 1.00 X 0 0 0 CAROLINE H MCLAUGHLIN 1.00 X 0 0 0 KENNETH O'BRIEN 1.00 X 0 0 0 LORI RIORDAN 1.00 X 0 0 0 WILLIAM G ROBERTSON 1.00 X 0 0 0 GABRIEL ROMERO 1.00 X 0 0 0 MARY KAY SHARTLE-GALOTTO 1.00 X 0 0 0 WENDY J SUSSWEIN 1.00 X 0 0 0 ANNIE S TOTAH 1.00 X 0 0 0 ELIOT PFANSTIEHL 40.00 X X 172466 0 94161 JASPER COX 40.00 X 97430 0 22963 MARK J GRABOWSKI 40.00 X 109340 0 17144 MONICA A JEFFRIES 40.00 X 119946 0 39726 499182 0 173994 3 0 1 0 STEVENS ADVERTISING 330 CONGRESS STEET 5TH FLOOR BOSTON MA 02110 MARKETING & COMMUNICATION 508561 WASHINGTON METRO AREA TRANSIT AUTHORITY 600 5TH ST NW WASHINGTON DC 20001 PARKING 344021 RESTAURANT ASSOCIATES 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 CATERING 339454 HBP 952 FREDERICK ST HAGERSTOWN MD 21740 PRINTING & DIRECT MAIL 270457 NATIONAL PHILHARMONIC 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 PRODUCTION 243695 11 393096 941766 1450432 2785294 PROGRAM RECEIPTS 900099 3320674 3320674 LICENSE FEES 900099 1228770 1228770 ADVERTISING 541800 11550 11550 4560994 178814 178814 200181 200181 200181 200181 246125 393096 360002 -113877 -113877 263690 137844 125846 125846 COMMISSION 900099 142901 142901 142901 7880153 4675290 11550 408019 2500 2500 387020 235248 83244 68528 1748638 1080309 382264 286065 129558 75621 18306 35631 514813 302396 175623 36794 177936 124629 31027 22280 350 350 26830 26830 24054 11896 12158 120741 23834 96907 995117 973658 1450 20009 1117828 492610 548153 77065 28030 27700 200 130 35791 35791 179587 177403 600 1584 572970 502709 11022 59239 28969 -2878 31847 ARTISTIC FEES 1586720 1584735 0 1985 PRODUCTION FEES 44636 43119 91 1426 7722088 5691280 1407914 622894 2289933 1338646 1500355 604083 440726 620824 102848 86101 66207 287939 8321159 3512823 4934358 4808336 4273299 6731628 468854 485350 14076580 14962907 725171 985828 733385 460708 594964 642917 2053520 2089453 X 5837335 7155879 1959422 1491272 4226303 4226303 12023060 12873454 14076580 14962907 X 158065 692330 X X 0 1 1 X 0 X 3262934 3613851 2789573 3333157 2785294 15784809 3262934 3613851 2789573 3333157 2785294 15784809 3171437 12613372 378361 273534 146083 266801 378995 1443774 184194 161892 131006 142901 619993 17848576 18868358 0.70670 0.70870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COMMISSION REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3519078 593836 23895 4089019 3363684 16489 190840 51935 3519078 4080791 36958 -726380 27685 3363684 1.00000 0 0 4425017 1724781 2700236 3513757 1507226 2006531 382385 280816 101569 4808336 SECURITY DEPOSIT 117000 CAPITAL RESTORATION FUND 525917 642917 7880153 7722088 158065 692330 692330 850395 9462651 692330 392322 1084652 8377999 -497846 -497846 7880153 8612257 392322 497846 890168 7722089 0 7722089 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS OF THE FOUNDATION HAVE BEEN ESTABLISHED TO SATISFY THE LONG TERM OBJECTIVES OF THE FOUNDATION. FROM TAX YEAR JUNE 30, 2010 TO TAX YEAR JUNE 30, 2011, THERE WAS A RECOVERY IN THE STOCK MARKET WHICH CONTRIBUTED SIGNIFICANTLY TO THE FLUCTUATION IN THE NET INVESTMENT EARNINGS AND GAINS AS REPORTED IN SCHEDULE D, PART V, LINE 1C. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING JUNE 30, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -137,844. SPECIAL EVENTS EXPENSE -360,002. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 137,844. SPECIAL EVENTS EXPENSE 360,002. MD GALA 493380 270862 222518 128432 189392 UNCORKS 145841 122234 23607 22993 19185 639221 393096 246125 151425 208577 360002 -113877 X X X X 0 0 0 0 0 0 0 0 0 ELIOT PFANSTIEHL 172466 0 0 0 0 0 71462 0 22699 0 266627 0 0 0 MONICA A JEFFRIES 119946 0 0 0 0 0 25708 0 14018 0 159672 0 0 0 JULIE HAMRE SISTER OF THE CEO 43253 MS. HAMRE IS A PART TIME DEVELOPMENT ASSOCIATE EARNING $43,253 IN TOTAL COMPENSATION PER YEAR FROM THE FOUNDATION. 0 FORM 990, PART VI, SECTION B, LINE 11 ALTHOUGH IT IS NOT A REQUIREMENT WITHIN THE FORM 990 INSTRUCTIONS ISSUED BY THE TREASURY DEPARTMENT, THE FOUNDATION HAS ADOPTED A BEST PRACTICES APPROACH TO THE REVIEW OF THE FORM 990 PRIOR TO FILING. IN THIS PROCESS, THE FORM 990 IS REVIEWED BY THE EXECUTIVE MANAGEMENT AND BY THE AUDIT, EXECUTIVE, AND GOVERNANCE COMMITTEES OF THE BOARD BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES ALL BOARD MEMBERS, KEY EMPLOYEES, AND STAFF TO COMPLETE A QUESTIONNAIRE AT LEAST ONCE A YEAR. THE GOVERNANCE COMMITTEE REVIEWS CONFLICTS OF INTEREST THAT ARE DISCLOSED AND WOULD RECOMMEND ANY REQUIRING ACTION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. MEMBERS RECUSE THEMSELVES FROM DISCUSSION IN WHICH A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD OF DIRECTORS AND THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO; AND THE CEO REVIEWS THE PERFORMANCE AND COMPENSATION OF KEY EMPLOYEES AND STAFF. THE CEO'S SALARY IS COMPARED TO 990 DATA FOR ORGANIZATIONS OF SIMILAR SIZE AND BUDGET IN THE REGION. THE BOARD OF DIRECTORS VOTES TO APPROVE THE BUDGET, WHICH INCLUDES RECOMMENDATIONS FOR SALARY AND WAGES. COPIES OF PERFORMANCE REVIEWS WITH MANAGEMENT COMMENT ARE KEPT IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ANNUAL REPORT AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE ON A PER REQUEST BASIS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 692,330. FORM 990, PART XII, LINE 2C: THE AUDIT REVIEW PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. FORM 990, PART III, LINES 4A-4D: IN ACCORDANCE WITH THE INSTRUCTIONS TO THE FORM 990, TOTAL REVENUE REPORTED ON LINES 4A THROUGH 4D INCLUDES ONLY PROGRAM SERVICE REVENUE AND EXCLUDES CHARITABLE CONTRIBUTIONS.