2015-04-01T17:22:03-05:00 2014-09-30 232628828 SHECHTMAN MARKS DEVOR PC 2000 MARKET STREET SUITE 500 PHILADELPHIA PA 19103 990 2013-10-01 030186612 MARLBORO SCHOOL OF MUSIC INC MARL 2155694690 1528 WALNUT STREET NO 301 PHILADELPHIA PA 19102 PHILIP MANEVAL ASSISTANT TREASURER 2155694690 2015-03-28 1 DENISE MCKNIGHT P01063588 2154969200 2015-03-28 2013 2016-02-25 16:41:14Z STEVEN STAMAS 1528 WALNUT STREET NO 301 PHILADELPHIA PA 19102 9361419 0 X WWW.MARLBOROMUSIC.ORG X 1951 VT TO DEVELOP NEW MUSICAL LEADERS THROUGH A NURTURING COMMUNITY DEVOTED TO THE INTENSIVE EXPLORATION OF CHAMBER MUSIC. 31 31 37 50 0 0 2707085 3857869 712191 754612 1035492 2301101 -1557 9180 4453211 6922762 456825 472750 0 0 783329 823547 0 0 88382 1716233 1882920 2956387 3179217 1496824 3743545 49637562 55471072 998046 577911 48639516 54893161 THE ORGAINZATION IS AN ADVANCED STUDY CENTER FOR THE ARTISTIC DEVELOPMENT OF FUTURE MUSICAL LEADERS THROUGH A FOCUS ON THE INTENSIVE EXPLORATION OF CHAMBER MUSIC. 0 0 2489096 472750 654407 SUMMER INSTITUTE FOR THE ADVANCED STUDY OF CHAMBER MUSIC WITH 70-100 PARTICIPANTS EACH YEAR. MARLBORO ALSO OFFERS CONCERTS FOR THE BENEFIT OF THE PUBLIC. 148626 100205 MUSICIANS FROM THE MARLBORO TOURING PROGRAM PROVIDE TOURING OPPORTUNITIES FOR APPROXIMATELY 25 TALENTED YOUNG MUSICIANS WHO PERFORM IN PUBLIC CONCERTS AROUND THE COUNTRY. 2637722 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 56 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 PA NY X PHILIP MANEVAL 2155694690 1528 WALNUT STREET NO 301 PHILADELPHIA PA 19102 MR PETER A BENOLIEL DIRECTOR 0.30 X 0 0 0 DR EILEEN TATE CLINE DIRECTOR 0.30 X 0 0 0 MR ARTHUR H COPELAND DIRECTOR 0.30 X 0 0 0 DR MARY MAPLES DUNN DIRECTOR 0.30 X 0 0 0 MR COREY FIELD DIRECTOR 0.30 X 0 0 0 MS BARBARA FIELD DIRECTOR 0.30 X 0 0 0 MRS BARBARA WINTER GLAUBER DIRECTOR 0.30 X 0 0 0 DR HANNA H GRAY DIRECTOR 0.30 X 0 0 0 MR ALAN R HIRSIG DIRECTOR 0.30 X 0 0 0 MS CAROL COLBURN GRIGOR DIRECTOR 0.30 X 0 0 0 JUDITH W HURTIG DIRECTOR 0.30 X 0 0 0 MRS MARTA CASALS ISTOMIN DIRECTOR 0.30 X 0 0 0 MR ROBERT W JONES DIRECTOR 0.30 X 0 0 0 MAXIMILIAN W KEMPNER ESQ DIRECTOR 0.30 X 0 0 0 MR RICHARD LEWONTIN DIRECTOR 0.30 X 0 0 0 MRS CARLA E LYNTON DIRECTOR 0.30 X 0 0 0 MRS SYLVIA MARX DIRECTOR 0.30 X 0 0 0 MS ELIZABETH MEYER DIRECTOR 0.30 X 0 0 0 MS PHYLLIS J MILLS DIRECTOR 0.30 X 0 0 0 MR LESTER S MORSE JR DIRECTOR 0.30 X 0 0 0 SUSAN S RAI ESQ CLERK 2.00 X X 0 0 0 MR WILLIAM H ROBERTS DIRECTOR 0.30 X 0 0 0 MR JERRY G RUBENSTEIN VICE PRESIDENT 3.00 X X 0 0 0 MS ANGELICA ZANDER RUDENSTINE DIRECTOR 0.30 X 0 0 0 MR CHRISTOPHER SERKIN VICE PRESIDENT 2.00 X X 0 0 0 MS ANNE-MARIE SOULLIERE DIRECTOR 0.30 X 0 0 0 MR STEPHEN STAMAS PRESIDENT & CHAIRMAN 4.00 X X 0 0 0 MR H ARNOLD STEINBERG VICE PRESIDENT/ TREASURER 2.00 X X 0 0 0 MR HARVEY S TRAISON DIRECTOR 0.30 X 0 0 0 MR CHRISTOPH WOLFF PH D DIRECTOR 0.30 X 0 0 0 LOUISA SAFFIOTTI DIRECTOR 0.30 X 0 0 0 MALCOLM WRIGHT DIRECTOR 0.30 X 0 0 0 MICHAEL POLLACK DIRECTOR 2.00 X 0 0 0 ANTHONY CHECCHIA ASSISTANT TREASURER 40.00 X 160928 0 42411 PHILIP MANEVAL ASSISTANT TREASURER 30.00 X 85174 0 12022 FRANK SALOMON ADMINISTRATOR 30.00 X 110768 0 34630 356870 0 89063 2 0 1 0 COURTLAN CONSTRUCTION INC PO BOX 38 WEST CHESTERFIELD NH 03466 GENERAL CONTRACTOR 4524510 MARLBORO COLLEGE SOUTH ROAD MARLBORO VT 05344 SUMMER RENT 315028 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE 115693 AL TYLER & SONS INC 175 CANAL STREET BRATTLEBORO VT 05301 ELECTRICIAN 110655 HAMMEL GREEN AND ABRAHAMSON INC 420 5TH STREETNORTH SUITE 100 MINNEAPOLIS MN 55401 ARCHITECT 109022 5 32500 3825369 179855 3857869 TUITIONS 611600 473850 473850 SUMMER TICKET SALES 711130 175348 175348 MUSIC FROM MARLBORO CONCERTS 711190 100205 100205 CD, BOOK & POSTER SALES 711190 5209 5209 754612 803568 803568 20370 11190 9180 9180 9180 3925000 2427467 1497533 1497533 1497533 6922762 754612 0 2310281 X 472750 472750 302351 181209 89742 31400 359661 215506 101030 43125 34482 20689 12817 976 76449 45870 28415 2164 50604 30362 18809 1433 85 85 13100 13100 65371 65371 76699 27612 42184 6903 432273 407214 25059 124473 62237 62236 69603 48722 20881 FACULTY, INVITED, GUEST 299295 299295 MUSICIANS FROM MARLBORO 148626 148626 SUMMER FACILITY EXPENSE 128164 128164 KITCHEN AND MEALS 119127 107214 11913 406104 376881 26842 2381 3179217 2637722 453113 88382 96925 75643 222277 193319 433585 510792 9880 26827 6036413 751830 2777192 5284583 44782165 48064794 1315538 1315114 49637562 55471072 517362 123921 5781 480684 448209 998046 577911 X 3767383 3999870 25669877 31089981 19202256 19803310 48639516 54893161 49637562 55471072 3743545 2510100 0 X 0 1 X 1 0 X 1424306 1739439 1243759 1759085 3857869 10024458 1424306 1739439 1243759 1759085 3857869 10024458 444587 9579871 809336 825310 823340 849231 823938 4131155 14155613 3923569 0.67680 0.60130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42389697 596778 4779797 1700000 46066272 38917442 174240 4914015 1616000 42389697 33864983 613421 5877038 1438000 38917442 34193962 705189 461121 1495289 33864983 32661678 184185 2612938 1264839 34193962 0.42990 0.57010 0 0 239184 239184 4497399 222171 4275228 1079823 379415 700408 220007 150244 69763 5284583 MUTUAL FUNDS: EQUITY SECURITIES 27183534 F MUTUAL FUNDS: FIXED INCOME SECURITIES 20881260 F 48064794 CHARITABLE GIFT ANNUITY 192989 DEFERRED RENT 252520 SECURITY DEPOSITS 2700 448209 X 8971302 2510100 11190 2521290 6450012 472750 472750 6922762 2717657 11190 11190 2706467 472750 472750 3179217 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS' PRINCIPAL IS TO BE MAINTAINED AS PRESCRIBED BY THE DONOR AND INVESTED. INCOME EARNED ARE INTENDED TO SUPPORT CURRENT OPERATIONS. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATING FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,190. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION EXPENSE 472,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,190. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION EXPENSE 472,750. 0 SCHOLARSHIPS 48 472750 PART I, LINE 2: SCHOLARSHIPS FUNDS ARE NEVER CASHED TO PARTICIPANTS. THE ORGANIZATION ENTERS A GL JOURNAL ENTRY EACH YEAR, TO SHOW THE CALCULATED AMOUNT OF "TUITION, ROOM AND BOARD (TRB)" TO SHOW HOW WE FUND THE SUMMER PROGRAM. GRANTS ARE AWARDED TO MUSICIANS IN THE FORM OF SCHOLARSHIPS TO ATTEND THE SUMMER PROGRAM. NO GRANT FUNDS ARE ADMINISTERED. X 0 0 0 0 0 0 0 0 0 ANTHONY CHECCHIA ASSISTANT TREASURER 160928 0 0 0 0 0 16093 0 26318 0 203339 0 0 0 X 17 179855 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B ONLY SOME COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY CONTEMPORANEOUSLY DOCUMENTED THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE BUSINESS MANAGER COMPARES THE FORM 990 TO THE ENTITY'S UNDERLYING RECORDS AND ITS AUDITED FINANCIALS. ONCE SATISFIED AS TO THE COMPLETENESS AND ACCURACY OF THE FORM 990, SHE PROVIDES THE FORM 990 TO THE AUDIT COMMITTEE CHAIR. THE AUDIT COMMITTEE CHAIR WILL THEN PRESENT A DRAFT OF THE FORM 990 TO THE BOARD FOR REVIEW AND APPROVAL, PRIOR TO FINALIZING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE SECRETARY OF THE BOARD OF DIRECTORS REVIEWS ANNUAL BOARD QUESTIONNAIRES FOR POTENTIAL CONFLICTS. ANY CONFLICTS ARE TAKEN TO THE BOARD FOR DISCUSSION AND THE DIRECTOR WITH THE CONFLICT IS PRECLUDED FROM ANY DIALOGUE REGARDING SAID CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT, THE BOARD CHAIRMAN AND THE PERSONNEL COMMITTEE REVIEW AND DETERMINE ANY CHANGES TO COMPENSATION. THE PERSONNEL COMMITTEE USES COMMON MARKET STANDARDS AS REFERENCE. THIS PROCESS WAS LAST UNDERTAKEN IN FALL 2013. FORM 990, PART VI, SECTION C, LINE 19 THE BUSINESS MANAGER MAKES THESE ITEMS AVAILABLE, WITHIN FIVE BUSINESS DAYS OF A WRITTEN REQUEST, AT THE OFFICE LOCATION. FORM 990, PART IX, LINE 24E AUDITION & PIANO EXPENSE: PROGRAM SERVICE EXPENSES 101,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,067. SUMMER STAFF: PROGRAM SERVICE EXPENSES 76,522. MANAGEMENT AND GENERAL EXPENSES 8,502. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,024. PARTICIPANT EXPENSES: PROGRAM SERVICE EXPENSES 44,565. MANAGEMENT AND GENERAL EXPENSES 4,952. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,517. RECORDING, LIBRARY & ARCHIVES: PROGRAM SERVICE EXPENSES 45,768. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,768. ARCHIVES AND WEBSITE: PROGRAM SERVICE EXPENSES 34,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,202. COMPOSERS & SPECIAL GUESTS: PROGRAM SERVICE EXPENSES 32,428. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,428. OTHER SCHOOL EXPENSES: PROGRAM SERVICE EXPENSES 27,645. MANAGEMENT AND GENERAL EXPENSES 1,481. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,126. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 9,525. MANAGEMENT AND GENERAL EXPENSES 11,907. FUNDRAISING EXPENSES 2,381. TOTAL EXPENSES 23,813. DEVELOPMENT: PROGRAM SERVICE EXPENSES 5,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,159. FRANCESCO VON MENDELSSOHN FUND INC 1528 WALNUT STREET PHILADELPHIA PA 19102 233059283 LOANS TO MUSICIANS VT 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0