AMERICAN ACADEMY IN ROME: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY IN ROME (EIN 13-1623881)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-08
- IRS object ID
- 201521899349300037
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-08T15:21:22-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN ROME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2127517200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 60TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100221001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL FRANCIS | PersonNm |
| Person Title | VP FOR FINANCE & ADMIN, CFO | PersonTitleTxt |
| Phone | 2127517200 | PhoneNum |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK ROBBINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 60TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100221001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,377,784 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAROME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ACADEMY AWARDS THE PRESTIGIOUS ROME PRIZE TO A SELECTED GROUP OF ARTISTS AND SCHOLARS INVITED TO ROME TO PURSUE THEIR CREATIVE GOALS IN AN ATMOSPHERE CONDUCIVE TO ARTISTIC INNOVATION AND PROGRESSIVE SCHOLARSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $41,842 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $38,595 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,904,168 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,006,199 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,956,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,187,979 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,793,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,368,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,221 | PYOtherRevenueAmt |
| CY Other Revenue | -$46,572 | CYOtherRevenueAmt |
| PY Total Revenue | $12,682,129 | PYTotalRevenueAmt |
| CY Total Revenue | $11,516,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $943,550 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $937,778 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,697,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,172,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,636,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,649,648 | PYOtherExpensesAmt |
| CY Other Expenses | $7,403,028 | CYOtherExpensesAmt |
| PY Total Expenses | $12,302,945 | PYTotalExpensesAmt |
| CY Total Expenses | $13,519,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $379,184 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,003,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,804,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,759,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,474,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,633,686 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $128,330,423 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,125,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN ACADEMY IN ROME SUPPORTS INNOVATIVE ARTISTS, WRITERS AND SCHOLARS LIVING AND WORKING TOGETHER IN A DYNAMIC INTERNATIONAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,249,150 | ExpenseAmt |
| Grant | $851,074 | GrantAmt |
| Revenue | $35,305 | RevenueAmt |
| Desc | FELLOWSHIPS AND RESIDENCIES:THROUGH ITS ANNUAL ROME PRIZE FELLOWSHIP PROGRAM, THE ACADEMY SUPPORTED TWENTY-NINE INDIVIDUALS WORKING IN ARCHAEOLOGY, ARCHITECTURE, ANCIENT STUDIES, DESIGN ARTS, HISTORIC PRESERVATION AND CONSERVATION, LANDSCAPE ARCHITECTURE, LITERATURE, MEDIEVAL STUDIES, MODERN ITALIAN STUDIES, MUSICAL COMPOSITION, RENAISSANCE AND EARLY MODERN STUDIES, AND VISUAL ARTS. THE FELLOWSHIP WINNERS IN RESIDENCE AT THE ACADEMY PURSUE THEIR OWN INDEPENDENT PROJECTS FOR PERIODS OF 6 MONTHS TO 2 YEARS. IN ADDITION, THE ACADEMY COMMUNITY INCLUDED SIXTEEN RESIDENTS, WHO ARE EMINENT ARTISTS AND SCHOLARS WHO STAY AT THE ACADEMY FOR PERIODS UP TO 4 MONTHS, AND THIRTY AFFILIATED FELLOWS, SELECTED BY SPONSORING INSTITUTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,758,571 | ExpenseAmt |
| Revenue | $991,582 | RevenueAmt |
| Desc | OTHER RESIDENTIAL PROGRAMS:THE ACADEMY COMMUNITY INCLUDED 134 VISITING ARTISTS AND SCHOLARS WHO RENT ROOMS, APARTMENTS, STUDY SPACES, AND STUDIOS WHILE PURSUING THEIR RESEARCH IN ROME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,578,886 | ExpenseAmt |
| Revenue | $12,700 | RevenueAmt |
| Desc | ARTHUR AND JANET C. ROSS LIBRARY:THE LIBRARY'S WIDE-RANGING CATALOGUE INCLUDES INVALUABLE COLLECTIONS IN HISTORY, ARCHAEOLOGY, AND THE ART OF ROME AND ITALY. IT INCLUDES AN EXTENSIVE PHOTOGRAPHIC ARCHIVE DOCUMENTING ROME'S MANY MONUMENTS AS WELL AS A COMPREHENSIVE RECORD OF THE WORK OF PAST ROME PRIZE FELLOWS, AND A SMALL BUT VARIED TEACHING COLLECTION OF ANTIQUITIES RANGING FROM STATUES AND INSCRIPTIONS TO POTTERY AND MILLSTONES. WITH OVER 140,000 VOLUMES IN CLASSICAL STUDIES AND THE HISTORY OF ART AND ARCHITECTURE, THE LIBRARY IS WIDELY RESPECTED FOR ITS COLLECTIONS IN ANCIENT MEDITERRANEAN ARCHAEOLOGY AND ART, GREEK AND LATIN LITERATURE, ANCIENT TOPOGRAPHY INCLUDING THE HISTORY OF THE CITY OF ROME, ANCIENT... RELIGIONS, AND RELATED FIELDS SUCH AS EPIGRAPHY, NUMISMATICS AND PAPYROLOGY. THE RARE BOOK COLLECTION, CHIEFLY 16TH TO 18TH CENTURY IMPRINTS IN CLASSICAL STUDIES, ARCHAEOLOGY, ART, AND ARCHITECTURE, INCLUDES SIZEABLE COLLECTIONS OF ROMAN GUIDEBOOKS AND EARLY ART TREATISES, AND BOASTS A NOTEWORTHY COLLECTION IN CONTEMPORARY ART AND ARCHITECTURE, LANDSCAPE ARCHITECTURE, ITALIAN HISTORY AND LITERATURE, AMERICAN LITERATURE, HISTORICAL TRAVEL BOOKS, AND MUSIC. THE MAIN USERS OF THE LIBRARY ARE THE FELLOWS AND RESIDENTS OF THE AMERICAN ACADEMY, BUT READING PASSES ARE ALSO ISSUED TO ITALIAN SCHOLARS, QUALIFIED ROMAN RESIDENTS, AND VISITING ARTISTS AND SCHOLARS. THE LIBRARY HAS APPROXIMATELY 10,000 USERS ANNUALLY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,737,821 | ExpenseAmt |
| Grant | $86,704 | GrantAmt |
| Revenue | $1,148,392 | RevenueAmt |
| Desc | ARTS AND HUMANITIES EVENTS, SUMMER PROGRAMS, PUBLICATIONS AND OTHER PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,737,821 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $86,704 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,148,392 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,324,428 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| 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 | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIBAL CARRION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127517200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 60TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100221001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY MARGARET JONES | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PROFESSOR C BRIAN ROSE | |||||||
| CHAIR EXEC. COMM. | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD GRUBMAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY G NOVOGROD | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MERCEDES T BASS | |||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN M SHAPIRO | |||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CELENZA | |||||||
| DIRECTOR | 50.00 | Yes (X) | Yes (X) | $136,366 | $0 | $50,737 | |
| ADELE CHATFIELD-TAYLOR | |||||||
| PRESIDENT (TO DEC 2013) | 50.00 | Yes (X) | Yes (X) | $316,000 | $0 | $29,331 | |
| MARK ROBBINS | |||||||
| PRESIDENT (AS OF JAN 2014) | 50.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA L BECK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DREW BEATIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR JOHN R CLARKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL G COHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL CONFORTI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARY J DAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY E FRANK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GRAVES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REA S HEDERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS HENRY J HEINZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR WALTER J HOOD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY EVANS JOSEPH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR THOMAS FORREST KELLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID A LANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PAUL LECLERC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL S LEVY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE B LOTTI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MAYNE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B MCGURN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTO A MIGNONE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA VALENTINA MONCADA DI PATERNO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HELEN NAGY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE NAUMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSIE PRICE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCINE C PROSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR MICHAEL CJPUTNAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ROCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FW ROGERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISA STUDE SAROFIM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE SIMMONS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR FRANK M SNOWDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID M STONE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROFESSOR STEVEN STUCKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT STORR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN TSAO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES K WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOD WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED D WILSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT B SHARP | |||||||
| VP FOR FINANCE AND ADMIN., | 50.00 | Yes (X) | $208,080 | $0 | $24,911 | ||
| PAOLA GAETANI | |||||||
| GENERAL MANAGER | 50.00 | $199,342 | $0 | $13,947 | Yes (X) | ||
| CRISTINA PUGLISI | |||||||
| DEPUTY DIRECTOR | 50.00 | $139,519 | $0 | $23,064 | Yes (X) | ||
| FRANCESCO CAGNIZZI | |||||||
| ASST. DIR. FOR FINANCE | 50.00 | $112,667 | $0 | $7,558 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,111,974 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,548 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| BIA SER SRL | |||||||||
| VIA F VITALINI 23 | ROME | IT | 00135 | BUILDING RENOVATIONS | $222,126 | ||||
| COPAT SOC COOP | |||||||||
| CORSO FERRUCCI 77/9 | TORINO | IT | 10138 | ARCHIVING | $211,847 | ||||
| CONSORZIO ISTANT SERVICE | |||||||||
| VIA ROBERTO AGO 68/70 | ROME | IT | 00166 | KITCHEN STAFFING | $199,816 | ||||
| NEUBERGER BERMAN | |||||||||
| INVESTMENT MANAGEMENT | $198,838 | 399 PARK AVENUE | NEW YORK | NY | 10022 | ||||
| AREA COMUNICAZIONE E INFORMATICA SRL | |||||||||
| VIA ROMAGNOSI 3 | ROME | IT | 00192 | TECHNICAL MANAGEMENT | $163,160 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $881,225 | FundraisingAmt |
| Government Grants | $236,742 | GovernmentGrantsAmt |
| All Other Contributions | $4,888,232 | AllOtherContributionsAmt |
| Noncash Contributions | $143,957 | NoncashContributionsAmt |
| Total Contributions | $6,006,199 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RENTAL INCOME | 711190 | $1,527,109 | $1,527,109 |
| TUITION & FEES | 611710 | $660,870 | $660,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,187,979 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,501 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $41,842 | UnrelatedBusinessRevenueAmt |
| Exclusion | $362,659 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $989,317 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,067,559 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$78,242 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$78,242 | TotalRevenueColumnAmt |
| Exclusion | -$78,242 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,511,778 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,547,697 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,964,081 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,964,081 | TotalRevenueColumnAmt |
| Exclusion | $2,964,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $246,340 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $881,225 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $246,340 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,670 | TotalRevenueColumnAmt |
| Exclusion | $31,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,670 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,516,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,187,979 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,842 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,280,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,678 | TotalAmt |
| Program Services | $914,678 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,100 | TotalAmt |
| Program Services | $23,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,668 | TotalAmt |
| Program Services | $371,400 | ProgramServicesAmt |
| Management And General | $287,851 | ManagementAndGeneralAmt |
| Fundraising | $361,417 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,993,097 | TotalAmt |
| Program Services | $2,361,191 | ProgramServicesAmt |
| Management And General | $293,516 | ManagementAndGeneralAmt |
| Fundraising | $338,390 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,473 | TotalAmt |
| Program Services | $44,495 | ProgramServicesAmt |
| Management And General | $24,679 | ManagementAndGeneralAmt |
| Fundraising | $18,299 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,861 | TotalAmt |
| Program Services | $264,967 | ProgramServicesAmt |
| Management And General | $48,030 | ManagementAndGeneralAmt |
| Fundraising | $43,864 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,792 | TotalAmt |
| Program Services | $624,942 | ProgramServicesAmt |
| Management And General | $33,989 | ManagementAndGeneralAmt |
| Fundraising | $55,861 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,726 | TotalAmt |
| Program Services | $9,174 | ProgramServicesAmt |
| Management And General | $4,552 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,641 | TotalAmt |
| Program Services | $16,397 | ProgramServicesAmt |
| Management And General | $43,244 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Fundraising | $6,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,129 | TotalAmt |
| Management And General | $406,129 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,106 | TotalAmt |
| Program Services | $1,074,661 | ProgramServicesAmt |
| Management And General | $29,962 | ManagementAndGeneralAmt |
| Fundraising | $357,483 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,655 | TotalAmt |
| Program Services | $47,183 | ProgramServicesAmt |
| Management And General | $15,608 | ManagementAndGeneralAmt |
| Fundraising | $6,864 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,122 | TotalAmt |
| Program Services | $1,017,480 | ProgramServicesAmt |
| Management And General | $56,836 | ManagementAndGeneralAmt |
| Fundraising | $85,806 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,242 | TotalAmt |
| Program Services | $1,743,111 | ProgramServicesAmt |
| Management And General | $202,937 | ManagementAndGeneralAmt |
| Fundraising | $133,194 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,917 | TotalAmt |
| Program Services | $263,488 | ProgramServicesAmt |
| Management And General | $20,414 | ManagementAndGeneralAmt |
| Fundraising | $26,015 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,326 | TotalAmt |
| Program Services | $255,735 | ProgramServicesAmt |
| Management And General | $32,563 | ManagementAndGeneralAmt |
| Fundraising | $38,028 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,410 | TotalAmt |
| Program Services | $1,275,050 | ProgramServicesAmt |
| Management And General | $32,283 | ManagementAndGeneralAmt |
| Fundraising | $21,077 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GALA EVENT EXPENSES | $142,074 | $142,074 | ||
| TEMPORARY HELP | $42,681 | $2,112 | $14,377 | $26,192 |
| MISCELLANEOUS | $2,999 | $2,999 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,519,697 | TotalAmt |
| Program Services | $10,324,428 | ProgramServicesAmt |
| Management And General | $1,558,785 | ManagementAndGeneralAmt |
| Fundraising | $1,636,484 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,599,744 | BOYAmt |
| EOY | $2,082,236 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,917,994 | BOYAmt |
| EOY | $3,682,614 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,585 | BOYAmt |
| EOY | $474,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,845,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,735,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,550,213 | BOYAmt |
| EOY | $22,110,103 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,286,656 | BOYAmt |
| EOY | $39,651,954 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,748,739 | BOYAmt |
| EOY | $70,739,715 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,590 | BOYAmt |
| EOY | $18,533 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,804,521 | BOYAmt |
| EOY | $138,759,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,003 | BOYAmt |
| EOY | $1,600,032 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,277 | BOYAmt |
| EOY | $85,933 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,818 | BOYAmt |
| EOY | $947,721 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,098 | BOYAmt |
| EOY | $2,633,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,345,208 | BOYAmt |
| EOY | $44,827,703 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,873,678 | BOYAmt |
| EOY | $40,939,161 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,111,537 | BOYAmt |
| EOY | $50,358,863 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,330,423 | BOYAmt |
| EOY | $136,125,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,804,521 | BOYAmt |
| EOY | $138,759,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,003,509 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,021,316 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$222,503 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $6,778,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,606,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,237,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,904,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,006,199 | CurrentTaxYearAmt |
| Total | $37,533,328 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,778,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,606,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,237,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,904,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,006,199 | CurrentTaxYearAmt |
| Total | $37,533,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,625,622 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,907,706 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,440,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,565,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,640,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,339,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,308,493 | CurrentTaxYearAmt |
| Total | $7,295,423 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,670 | CurrentTaxYearAmt |
| Total | $89,624 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,918,375 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,929,513 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69810 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,976,709 | BeginningYearBalanceAmt |
| Contributions | $1,531,185 | ContributionsAmt |
| Investment Earnings Or Losses | $12,947,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $718,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,238,836 | OtherExpendituresAmt |
| End Year Balance | $106,498,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,297,290 | BeginningYearBalanceAmt |
| Contributions | $3,252,923 | ContributionsAmt |
| Investment Earnings Or Losses | $12,030,490 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $630,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,973,744 | OtherExpendituresAmt |
| End Year Balance | $95,976,709 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,386,439 | BeginningYearBalanceAmt |
| Contributions | $1,211,773 | ContributionsAmt |
| Investment Earnings Or Losses | $1,603,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $605,200 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,299,041 | OtherExpendituresAmt |
| End Year Balance | $85,297,290 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,180,776 | BeginningYearBalanceAmt |
| Contributions | $2,230,598 | ContributionsAmt |
| Investment Earnings Or Losses | $10,804,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $613,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,215,958 | OtherExpendituresAmt |
| End Year Balance | $86,386,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,669,939 | BeginningYearBalanceAmt |
| Contributions | $410,553 | ContributionsAmt |
| Investment Earnings Or Losses | $2,135,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $650,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,384,926 | OtherExpendituresAmt |
| End Year Balance | $78,180,776 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,504,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,136,534 | DepreciationAmt |
| Book Value | $21,368,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,340,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,599,175 | DepreciationAmt |
| Book Value | $741,689 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,110,103 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$91,950 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS,LP | $6,298,205 | F |
| NEW CENTURY HOLDINGS XI,LP | $123,583 | F |
| AVI VALUE FUND, LLC | $9,477,447 | F |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS,LP | $6,208,482 | F |
| NEWPORT ASIA INSTITUTIONAL FUND, LLC | $3,100,499 | F |
| HEISKELL PRIVATE PLACEMENT | $11,607 | F |
| ADAMAS PARTNERS, LP | $4,113,860 | F |
| ADAMAS OPPORTUNITIES, LP | $4,146,163 | F |
| TACONIC OPPORTUNITY OFFSHORE FUND | $3,989,123 | F |
| LANSDOWNE EUROPEAN EQUITY FUND | $3,486,569 | F |
| MERCHANTS' GATE OFFSHORE FUND | $3,787,969 | F |
| SEMPER VIC PARTNERS, L.P. | $9,058,876 | F |
| WAMCO US CORE BOND FUND | $17,029,282 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $70,739,715 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYMENT TERMINATION INDEMNITIES | $842,429 |
| OTHER LIABILITIES | $105,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $947,721 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,131,375 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,021,316 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,021,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,110,059 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $406,129 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $406,129 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,516,188 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,336,071 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $222,503 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $222,503 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,113,568 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $406,129 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $406,129 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,519,697 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ARTHUR AND JANET C. ROSS LIBRARY OF THE AMERICAN ACADEMY IN ROME CONTAINS OVER 140,000 VOLUMES IN THE FIELDS OF CLASSICAL STUDIES, AND THE HISTORY OF ART AND ARCHITECTURE. ESPECIALLY STRONG, ARE THE COLLECTIONS IN ANCIENT MEDITERRANEAN ARCHAEOLOGY AND ART, GREEK AND LATIN LITERATURE, ANCIENT TOPOGRAPHY (INCLUDING THE HISTORY OF THE CITY OF ROME), ANCIENT RELIGIONS, AND RELATED FIELDS SUCH AS EPIGRAPHY, NUMISMATICS AND PAPYROLOGY. THE RARE BOOK COLLECTION COMPRISES CHIEFLY 16TH-18TH CENTURY IMPRINTS IN CLASSICAL STUDIES, ARCHAEOLOGY, ART AND ARCHITECTURE, INCLUDING SIZEABLE COLLECTIONS OF ROMAN GUIDEBOOKS AND EARLY ART TREATISES. THE PHOTOGRAPHIC ARCHIVE OF THE AMERICAN ACADEMY IN ROME CONSISTS OF SEVERAL VALUABLE AND SPECIALIZED COLLECTIONS OF PHOTOGRAPHS ON ARCHAEOLOGY, ARCHITECTURE AND ART, AS WELL AS LANDSCAPE ARCHITECTURE AND GARDENS. IT ALSO INCLUDES SPECIAL COLLECTIONS IMPORTANT TO THE HISTORY OF THE ACADEMY. THE AMERICAN ACADEMY IN ROME MAINTAINS A SMALL BUT VARIED COLLECTION OF ARCHAEOLOGICAL ARTIFACTS AVAILABLE FOR STUDY. THE COLLECTION INCLUDES POTTERY, FROM GREEK GEOMETRIC VASES OF THE EIGHTH CENTURY BC TO ROMAN COMMON WARE OF THE LATER EMPIRE, ARCHITECTURAL TERRACOTTAS, CINERARY URNS, VOTIVE OBJECTS, JEWELRY, COINS, OIL LAMPS, ALL SORTS OF SCULPTURE (IN TERRACOTTA AND STONE, IN RELIEF AND IN THE ROUND), ETRUSCAN MIRRORS, AND SAMPLES OF THE MOST IMPORTANT ANCIENT MARBLE TYPES. THESE MATERIALS ARE USED FOR EDUCATION, STUDY, AND RESEARCH PURPOSES. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS GENERATE ONGOING SUPPORT FOR THE ACADEMY'S PROGRAMS. THE MAJORITY OF THE INCOME SUPPORTS THE COST OF FELLOWSHIPS AND RESIDENCIES, AS WELL AS THE OPERATION OF THE ACADEMY'S LIBRARY. |
| PART X, LINE 2: | MANAGEMENT EVALUATED ALL INCOME TAX POSITIONS, INCLUDING THE POSITION THAT THE ACADEMY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSLATION ADJUSTMENT 104,333. NET IMPACT OF FOREIGN CURRENCY PROGRAM 118,170. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 1 | 45 | PROGRAM SERVICES | OPERATION OF RESIDENTIAL RESEARCH CENTER | $6,839,829 |
| EUROPE | 1 | 3 | MANAGEMENT AND GENERAL (JANUS, S.U.R.L.) | $551,898 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $23,100 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PASSIVE INVESTMENTS | $11,387,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 48 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Subtotal Spent | $18,802,259 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,802,259 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $23,100 | CashGrantAmt |
| Manner Of Cash Disbursement | BANK WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STIPENDS AND SCHOLARSHIPS ARE AWARDED TO COVER LIVING EXPENSES WHILE PARTICIPATING IN ACADEMY PROGRAMS. IN ORDER TO RECEIVE THE AWARDS, WHICH ARE PAID MONTHLY, THE RECIPIENTS MUST BE ON SITE AT THE PROGRAM. STIPENDS AND SCHOLARSHIPS MAY BE USED BY THE RECIPIENT AS THEY WISH TO COVER THEIR LIVING EXPENSES WHILE PARTICIPATING IN A FELLOWSHIP OR SUMMER PROGRAM. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $648,621 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $549,891 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,730 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $98,730 | RentFacilityCostsEvent1Amt |
| Name Of Event2 | ROME - GALA | NameOfEvent2Amt |
| Gross Receipts Event2 | $367,916 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $293,463 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $74,453 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $74,453 | RentFacilityCostsEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $111,028 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $37,871 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $73,157 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $73,157 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $1,127,565 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $881,225 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $246,340 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $246,340 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $246,340 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIPS | 33 | $827,974 |
| EDUCATIONAL | 23 | $86,704 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STIPENDS AND SCHOLARSHIPS ARE AWARDED TO COVER LIVING EXPENSES WHILE PARTICIPATING IN ACADEMY PROGRAMS. IN ORDER TO RECEIVE THE AWARDS, WHICH ARE PAID MONTHLY, THE RECIPIENTS MUST BE ON SITE AT THE PROGRAM. STIPENDS AND SCHOLARSHIPS MAY BE USED BY THE RECIPIENT AS THEY WISH TO COVER THEIR LIVING EXPENSES WHILE PARTICIPATING IN A FELLOWSHIP OR SUMMER PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER CELENZA | ||||||||||||||
| DIRECTOR | $136,366 | $0 | $0 | $0 | $0 | $0 | $36,647 | $0 | $14,090 | $0 | $187,103 | $0 | $0 | $0 |
| ADELE CHATFIELD-TAYLOR | ||||||||||||||
| PRESIDENT (TO DEC 2013) | $316,000 | $0 | $0 | $0 | $0 | $0 | $21,067 | $0 | $8,264 | $0 | $345,331 | $0 | $0 | $0 |
| CURT B SHARP | ||||||||||||||
| VP FOR FINANCE AND ADMIN., | $208,080 | $0 | $0 | $0 | $0 | $0 | $16,646 | $0 | $8,265 | $0 | $232,991 | $0 | $0 | $0 |
| PAOLA GAETANI | ||||||||||||||
| GENERAL MANAGER | $199,342 | $0 | $0 | $0 | $0 | $0 | $13,947 | $0 | $0 | $0 | $213,289 | $0 | $0 | $0 |
| CRISTINA PUGLISI | ||||||||||||||
| DEPUTY DIRECTOR | $139,519 | $0 | $0 | $0 | $0 | $0 | $6,894 | $0 | $16,170 | $0 | $162,583 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | PROVISION OF RESIDENCY FOR CHRISTOPHER CELENZA IS STIPULATED BY CONTRACT AS A CONDITION OF EMPLOYMENT. PROVISION OF RESIDENCE FOR PAOLA GAETANI IS FOR PERSONAL USE AND IS ACCORDINGLY INCLUDED IN HER REPORTED COMPENSATION. THE PRESIDENT OF THE ACADEMY RECEIVES PAID MEMBERSHIP IN TWO SOCIAL CLUBS IN WHICH MEMBERSHIP ALSO SERVES A RELATED BUSINESS PURPOSE FOR THE ACADEMY. |
| FORM 990, SCHEDULE J, PART II | COMPENSATION REPORTED FOR CHRISTOPHER CELENZA INCLUDES $140,833 IN REPORTABLE COMPENSATION REIMBURSED BY THE ACADEMY TO JOHNS HOPKINS UNIVERSITY FOR COMPENSATION PAID, AND REPORTED AS REQUIRED, DIRECTLY BY JOHNS HOPKINS UNIVERSITY. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,957 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE VALUE | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD APPOINTS AN EXECUTIVE COMMITTEE WHICH HAS GENERAL POWER TO CONTROL AND MANAGE THE AFFAIRS AND PROPERTY OF THE ACADEMY. AT LEAST ONE THIRD OF THE EXECUTIVE COMMITTEE MEMBERS SHALL BE ACTIVELY ENGAGED IN ONE OR MORE BRANCHES OF STUDY IN WHICH THE ACADEMY AWARDS FELLOWSHIPS. THE CHAIRMAN OF THE BOARD AND THE PRESIDENT ARE MEMBERS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ACADEMY HAS AN ADVISORY COUNCIL TO THE COMMITTEE ON THE SCHOOL OF CLASSICAL STUDIES. THE MEMBERS OF THE ADVISORY COUNCIL REPRESENT ACADEMIC INSTITUTIONS WHICH ANNUALLY CONTRIBUTE FUNDS TO THE ACADEMY. THE BOARD OF TRUSTEES SHALL ELECT TO ITS NUMBER EVERY THREE YEARS FOR A THREE YEAR TERM A PERSON NOMINATED BY THE ADVISORY COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE VP FOR FINANCE AND ADMINISTRATION, THEN DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD. FOLLOWING RECEIPT, A TELEPHONE CONFERENCE MEETING OF THE AUDIT COMMITTEE IS HELD TO REVIEW THE 990. UPON THE APPROVAL OF THE AUDIT AND FINANCE COMMITTEES, A COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE MEMBERS OF THE BOARD OF TRUSTEES ARE ASKED TO REVIEW THE FORM 990 AND IDENTIFY ANY QUESTIONS OR COMMENTS THEY HAVE REGARDING THE FORM 990 BEFORE ITS SUBMISSION. |
| FORM 990, LINE 12B | AT THE TIME OF FILING, THE ACADEMY WAS IN THE PROCESS OF COMPLETING ITS ANNUAL AUDIT. UPON COMPLETION OF THE AUDIT, AN AMENDED RETURN WILL BE FILED TO REFLECT THAT THE ACADEMY OBTAINED AN INDEPENDENT AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A POTENTIAL CONFLICT OF INTEREST IS REPORTED TO THE CHAIR OF THE AUDIT COMMITTEE. THE CHAIR OF THE AUDIT COMMITTEE REPORTS ANY POTENTIAL CONFLICT OF INTEREST TO THE FULL BOARD OF TRUSTEES. IN ACCORDANCE WITH THE ACADEMY'S CONFLICT OF INTEREST POLICY, WHEN ANY CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON MAY PROVIDE THE BOARD OR 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 VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE MADE UP OF FOUR BOARD MEMBERS, INCLUDING THE CHAIRMAN OF THE BOARD AND THE CHAIR OF THE EXECUTIVE COMMITTEE. THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY. THE COMPENSATION COMMITTEE RECEIVES A SCHEDULE OF ALL OFFICERS AND KEY EMPLOYEES COMPENSATION HISTORY FROM HIRE DATE. IN ADDITION, THEY ARE PROVIDED WITH THE GUIDESTAR SALARY SURVEY OF 990 INFORMATION FOR LIKE ORGANIZATIONS. THE COMMITTEE SETS THE PRESIDENT'S COMPENSATION AND ADVISES REGARDING COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION OF ALL OTHER KEY STAFF IS SET ANNUALLY BY THE PRESIDENT AFTER A PERFORMANCE REVIEW. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION HISTORY OF ALL KEY STAFF ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE ORGANIZATION'S BY-LAWS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,074,661. MANAGEMENT AND GENERAL EXPENSES 29,962. FUNDRAISING EXPENSES 357,483. TOTAL EXPENSES 1,462,106. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSLATION ADJUSTMENT -104,333. NET IMPACT OF FOREIGN CURRENCY PROGRAM -118,170. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANUS SURL | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LARGO DI PORTA S PANCRAZIO 1 | AddressLine1 |
| City | ROME | City |
| Country | IT | Country |
| Postal Code | 00153 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EVENT SPACE RENTAL | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | IT | LegalDomicileForeignCountryCd |
| Total Income | $989,317 | TotalIncomeAmt |
| End Of Year Assets | $643,208 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN ROME | BusinessNameLine1 |