2011-08-12T11:08:11-05:00 2010-12-31 DOWNEY SWEENEY FITZGERALD & CO PC 504 COTTAGE STREET SPRINGFIELD MA 011043219 990 2010-01-01 046134497 BERKSHIRE THEATRE FESTIVAL INC BERK 4132985536 PO BOX 797 STOCKBRIDGE MA 01262 NEIL E ELLENOFF 4132985536 2011-08-12 1 KEITH H PURCELL CPA 4137342163 2010 2016-02-24 21:20:13Z NEIL E ELLENOFF PO BOX 797 STOCKBRIDGE MA 01262 2830581 0 X BERKSHIRETHEATRE.ORG X 1966 MA BERKSHIRE THEATRE FESTIVAL'S MISSION IS TO SUSTAIN, PROMOTE, AND PRODUCE THEATRE FOR ITS COMMUNITY THROUGH PERFORMANCES AND EDUCATIONAL ACTIVITIES. BTF REMAINS DEDICATED TO PRODUCING THEATRE THAT RECOGNIZES ITS VENERABLE PAST, WHILE PROVIDING A HOME FOR THE NEXT GENERATION OF THE AMERICAN THEATRE'S CREATIVE ARTISTS AND THEATRE GOERS. 22 21 102 150 42160 -872 1070338 1011533 1198971 1206195 -126052 11840 64267 131243 2207524 2360811 4540 6000 0 0 1155798 1271265 18000 0 215337 984329 1112307 2162667 2389572 44857 -28761 2852102 2493942 2027618 1685742 824484 808200 X BERKSHIRE THEATRE FESTIVAL'S MISSION IS TO SUSTAIN, PROMOTE, AND PRODUCE THEATRE FOR ITS COMMUNITY THROUGH PERFORMANCES AND EDUCATIONAL ACTIVITIES. BTF REMAINS DEDICATED TO PRODUCING THEATRE THAT RECOGNIZES ITS VENERABLE PAST, WHILE PROVIDING A HOME FOR THE NEXT GENERATION OF THE AMERICAN THEATRE'S CREATIVE ARTISTS AND THEATRE GOERS. 0 0 1541807 0 1081865 FOUNDED IN 1928, THE BERKSHIRE THEATRE FESTIVAL IS ONE OF THE OLDEST AND MOST PRESTIGIOUS THEATRES AND MIRRORS THE VERY HISTORY OF THE AMERICAN THEATRE MOVEMENT. LOCATED IN THE HEART OF THE VILLAGE OF STOCKBRIDGE, MA, THE BTF REMAINS DEDICATED TO PRODUCING THEATRE THAT RECOGNIZES ITS VENERABLE PAST AS WELL AS PROVIDING A HOME FOR THE NEXT GENERATION OF THE AMERICAN THEATRE'S ARTISTS. ITS MAIN STAGE (WHICH HOUSES A 400 SEAT PROSCENIUM THEATRE) IS A NATIONAL HISTORIC SITE AND WAS DESIGNED BY THE PRESTIGIOUS FIRM OF STANFORD WHITE. THE BARN, WHICH IS HOME OF THE 120 SEAT UNICORN THEATRE, WAS ONCE OWNED BY THE MELLON FAMILY. THE COMPANY IS DEDICATED TO THREE AREAS OF ACTIVITY: PERFORMANCE, EDUCATION AND TRAINING. FROM MAY THROUGH DECEMBER THE BTF PRODUCES TEN PRODUCTIONS TO APPROXIMATELY 40,000 VISITORS. 90651 0 71961 ITS EDUCATION PROGRAMS WHICH ARE BOTH CURRICULUM BASED AND DESIGNED FOR AFTER SCHOOL ENRICHMENT SERVE 10,000 SCHOOL CHILDREN ANNUALLY. 63362 6000 80775 THE ACTOR TRAINING PROGRAM WHICH WAS LAUNCHED IN ITS FOUNDING YEAR BOASTING KATHERINE HEPBURN AND JANE WYATT AS THE BTF'S FIRST APPRENTICES, HAS BEEN DEVELOPED INTO A NATIONALLY RECOGNIZED PROGRAM OF DEVELOPMENT HELPING THOUSANDS OF STUDENTS OF THEATRE STEP TOWARD THEIR PROFESSIONAL CAREERS. 43032 0 42160 ADVERTISING 43032 42160 1738852 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 77 0 102 1 1 1 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE ORGANIZATION 4132985536 6 EAST STREET STOCKBRIDGE MA 01262 KATE MAGUIRE 60.00 X X 122000 0 0 DAVID L LLOYD JR 3.50 X X 0 0 0 LEE PERLMAN 2.30 X X 0 0 0 B CARTER WHITE 9.20 X X 0 0 0 WILLIAM H BOOTH 4.60 X X 0 0 0 ROBERT H JONES JR 4.60 X 0 0 0 RANDOLPH HAWTHORNE 3.50 X X 0 0 0 NEIL E ELLENOFF 2.30 X X 0 0 0 DAVID L AUERBACH 0.70 X 0 0 0 ROBERT BERZOK 2.30 X 0 0 0 SANDRA L BROWN 0.50 X 0 0 0 MARIE V FEDER 2.30 X 0 0 0 OSKAR HALLIG 2.30 X 0 0 0 MICHAEL D HESS 0.50 X 0 0 0 BETSEY MCKEARNAN 0.50 X 0 0 0 MARY MOTT 0.00 X 0 0 0 JUNE ELLENOFF O'NEILL 0.50 X 0 0 0 MARVIN H SELINE 0.50 X 0 0 0 MAUREEN STANTON 1.20 X 0 0 0 JANE M WHITE 1.20 X 0 0 0 JANE HARTE 0.00 X 0 0 0 WILLIAM CUNNINGHAM 0.50 X 0 0 0 LINDA LUDWIG 30.00 X 45589 0 0 167589 0 0 1 0 0 0 0 26260 985273 344783 1011533 BOX OFFICE SALES 711110 1041388 1041388 APPRENTICE FEES 711110 80775 80775 CONTRACTED SERVICES/PE 711110 64628 64628 TOURING FEES 711110 13733 13733 OTHER PRODUCTION INCOM 711110 5671 5671 1206195 10343 10343 281 281 281 281 435626 434129 1497 1497 1497 96318 25322 70996 70996 23860 10319 13541 13541 ADVERTISING REVENUE 541800 42160 42160 MEALS 900099 4265 4265 46425 2360811 1224282 42160 82836 6000 6000 167589 33851 100798 32940 915614 709570 62016 144028 108962 85469 13385 10108 79100 53981 13941 11178 14500 14500 7224 7224 34049 18535 15514 183519 175528 7930 61 44720 7173 36003 1544 4311 2862 1449 74150 74150 134322 48901 85421 21201 21105 96 21342 4827 16515 178142 167865 10277 9127 9127 PRODUCTION EXPENSES 161538 157055 4174 309 RENTALS 101718 101718 MAINTENANCE 56488 49011 7477 OTHER EXPENSES 28520 1280 26830 410 FUNDRAISING 15963 1180 52 14731 21473 18791 2654 28 2389572 1738852 435383 215337 286 464 14941 278122 449995 139265 7024 9993 1394 601 9162 10428 4444907 2676346 1722164 1768561 646636 268030 500 18478 2852102 2493942 247299 243604 91950 66616 2000 1686369 1375522 2027618 1685742 X -120405 111942 710000 461369 234889 234889 824484 808200 2852102 2493942 X -28761 12477 X 0 1 1 X 0 X 729878 991049 951693 1050878 1011533 4735031 1295557 1457175 1335527 1198971 1206195 6493425 2025435 2448224 2287220 2249849 2217728 11228456 0 0 0 11228456 97776 71217 23853 12314 10343 215503 97776 71217 23853 12314 10343 215503 2123211 2519441 2311073 2262163 2228071 11443959 0.98120 0.97350 0.01880 0.02650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 944889 75594 31587 8750 342679 4383 696258 723113 447593 45551 4540 263302 3526 944889 648197 298165 -49761 7860 165282 346 723113 0.33740 0.66260 0 0 118995 118995 3850257 2328439 1521818 475655 347907 127748 1768561 2360811 2389572 -28761 34775 -22298 12477 -16284 2494139 34775 76136 -6000 104911 2389228 7224 -35641 -28417 2360811 2488125 76136 35641 111777 2376348 7224 6000 13224 2389572 PART XII: 2D - SCHOLARSHIP EXPENSE OF $4,540 4B - DIRECT FUNDRAISING EXPENSE OF $26,352 COGS OF $12,364 PART XIII: 2D - DIRECT FUNDRAISING EXPENSE OF $26,352 COGS OF $12,364 4B - SCHOLARSHIP EXPENSE OF $4,540 2010 BENEFIT 96318 96318 9462 10123 5737 96318 96318 9462 10123 5737 25322 70996 1 SCHOLARSHIP 9 6000 FMV SCHOLARSHIPS AWARDED TO REDUCE FEES OF THE APPRENTICE PROGRAM PROVIDED BY THE ORGANIZATION. X DEBT FORGIVENESS 1 336369 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 NEIL ELLENOFF, AN OFFICER ON THE ORGANIZATION'S BOARD OF DIRECTORS IS RELATED TO JUNE ELLENOFF O'NEILL WHO IS A DIRECTOR ON THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW BEFORE IT IS FILED. UPON THE AUDIT COMMITTEE RECOMMENDATIONS OF APPROVAL, A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 A COMPARISON PREPARED BY A BOARD OFFICER BASED ON REPORTED DIRECTOR'S COMPENSATION IN THE 2008, 2007 AND 2006 990 FORMS OF FOUR OTHER THEATER COMPANIES WITHIN A 10 MILE RADIUS, SHOWED THAT THE EXECUTIVE DIRECTOR'S COMPENSATION WAS WITHIN THE SALARY RANGE FOR THIS AREA. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 34,775. PRIOR PERIOD ADJUSTMENTS: -22,298. TOTAL TO FORM 990, PART XI, LINE 5: 12,477.