AMERICAN ACADEMY IN ROME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY IN ROME (EIN 13-1623881)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201401959349301060
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-07-14T13:21:55-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131655065 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623881 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN ROME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2127517200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURT B SHARP | Name |
| Title | VP FOR FINANCE & ADMIN, CFO | Title |
| Phone | 2127517200 | Phone |
| Date Signed | 2014-07-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL WALLACE | Name |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK ROBBINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 74298159 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAROME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 25963 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 24303 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6237589 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8904168 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1841794 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1956812 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 361501 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1793928 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 31802 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8472686 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12682129 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 898400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 943550 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4453007 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4697747 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 12000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1244440 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6571972 | OtherExpensePriorYear |
| Other Expenses Current Year | 6649648 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11923379 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12302945 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3450693 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 379184 | RevenuesLessExpensesCY |
| Total Assets BOY | 118371605 | TotalAssetsBOY |
| Total Assets EOY | 130804521 | TotalAssetsEOY |
| Total Liabilities BOY | 2078759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2474098 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 116292846 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 128330423 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE AMERICAN ACADEMY IN ROME SUPPORTS INNOVATIVE ARTISTS, WRITERS AND SCHOLARS LIVING AND WORKING TOGETHER IN A DYNAMIC INTERNATIONAL COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4967563 | Expense |
| Grants | 843450 | Grants |
| Revenue | 110211 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1714603 | Expense |
| Revenue | 836399 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1454329 | Expense |
| Revenue | 13303 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1391349 | Expense |
| Grants | 100100 | Grants |
| Revenue | 996899 | Revenue |
| Description | ARTS AND HUMANITIES EVENTS, SUMMER PROGRAMS, PUBLICATIONS AND OTHER PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1391349 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 100100 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 996899 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9527844 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIBAL CARRION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2127517200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PAUL LECLERC | |||||||
| CHAIR EXEC. COMM. | 5.00 | X | X | 0 | 0 | 0 | |
| JESSIE PRICE | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| RICHARD GRUBMAN | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| WENDY EVANS JOSEPH | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| ADELE CHATFIELD-TAYLOR | |||||||
| PRESIDENT | 50.00 | X | X | 306484 | 0 | 23209 | |
| CHRISTOPHER CELENZA | |||||||
| DIRECTOR | 50.00 | X | X | 166894 | 0 | 28712 | |
| LAURIE ANDERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DREW BEATIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CYNTHIA L BECK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR JOHN R CLARKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL G COHEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR MICHAEL CONFORTI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARY J DAVIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY E FRANK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL GRAVES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REA S HEDERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRS HENRY J HEINZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR WALTER J HOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY MARGARET JONES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR THOMAS FORREST KELLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIANE B LOTTI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS MAYNE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM B MCGURN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTO A MIGNONE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR HELEN NAGY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE NAUMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY G NOVOGROD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R PHLILIPS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR MICHAEL CJPUTNAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL ROCK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR C BRIAN ROSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOUISA STUDE SAROFIM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN M SHAPIRO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTS B SILVERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LAURIE SIMMONS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR FRANK M SNOWDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID M STONE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT STORR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PROFESSOR STEVEN STUCKY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CALVIN TSAO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILLIE TSIEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRED D WILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CURT B SHARP | |||||||
| VP FOR FINANCE AND ADMIN., CFO | 50.00 | X | 199836 | 0 | 23410 | ||
| COLLEEN DALY | |||||||
| VP FOR DEVELOPMENT | 50.00 | 131250 | 0 | 6808 | X | ||
| PAOLA GAETANI | |||||||
| GENERAL MANAGER | 50.00 | 199133 | 0 | 13947 | X | ||
| CRISTINA PUGLISI | |||||||
| DEPUTY DIRECTOR | 50.00 | 126979 | 0 | 22433 | X | ||
| JENNIFER ARGUETA | |||||||
| ACTING DIR./DEVEL. | 50.00 | 112344 | 0 | 16411 | X | ||
| FRANCESCO CAGNIZZI | |||||||
| ASST. DIR. FOR FINANCE | 50.00 | 103721 | 0 | 7761 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1346641 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 142691 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| JUST IN TIME | |||||||||
| VIA G TREVIS 55 | ROME | IT | 00147 | KITCHEN STAFFING | 181592 | ||||
| JOHN HOPKINS | |||||||||
| PROGRAM DIRECTION | 180893 | 3400 N CHARLES ST | BALTIMORE | MD | 21218 | ||||
| NEUBERGER BERMAN | |||||||||
| INVESTMENT MANAGEMENT | 165197 | 399 PARK AVENUE | NEW YORK | NY | 10022 | ||||
| EDILFEMA SRL | |||||||||
| VIA L CAPUANA 190 | ROME | IT | 00137 | BUILDING RENOVATIONS | 141195 | ||||
| BIA SER SRL | |||||||||
| VIA F VITALINI 23 | ROME | IT | 00135 | BUILDING RENOVATIONS | 138329 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 2686259 | FundraisingEvents |
| Government Grants | 534534 | GovernmentGrants |
| All Other Contributions | 5683375 | AllOtherContributions |
| Total Contributions | 8904168 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM RENTAL INCOME | 711190 | 1423682 | 1423682 |
| TUITION & FEES | 611710 | 533130 | 533130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1956812 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 641419 | TotalRevenueColumn |
| Unrelated Business Revenue | 25963 | UnrelatedBusinessRevenue |
| Exclusion | $615,456 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 698334 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 692810 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5524 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5524 | TotalRevenueColumn |
| Exclusion | $5,524 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61802743 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60650234 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1152509 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1152509 | TotalRevenueColumn |
| Exclusion | $1,152,509 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 272986 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2686259 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 272986 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21697 | TotalRevenueColumn |
| Exclusion | $21,697 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21697 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12682129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1956812 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 25963 | UnrelatedBusinessRevenue |
| Exclusion | $1,795,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 908350 | Total |
| Program Services | 908350 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35200 | Total |
| Program Services | 35200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797278 | Total |
| Program Services | 229939 | ProgramServices |
| Management And General | 271981 | ManagementAndGeneral |
| Fundraising | 295358 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2860823 | Total |
| Program Services | 2181728 | ProgramServices |
| Management And General | 334074 | ManagementAndGeneral |
| Fundraising | 345021 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193747 | Total |
| Program Services | 159310 | ProgramServices |
| Management And General | 21460 | ManagementAndGeneral |
| Fundraising | 12977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152774 | Total |
| Program Services | 78730 | ProgramServices |
| Management And General | 51883 | ManagementAndGeneral |
| Fundraising | 22161 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693125 | Total |
| Program Services | 589805 | ProgramServices |
| Management And General | 43322 | ManagementAndGeneral |
| Fundraising | 59998 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104241 | Total |
| Program Services | 37153 | ProgramServices |
| Management And General | 66652 | ManagementAndGeneral |
| Fundraising | 436 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51751 | Total |
| Program Services | 15939 | ProgramServices |
| Management And General | 35812 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Fundraising | 12000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306475 | Total |
| Management And General | 306475 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240638 | Total |
| Program Services | 1119633 | ProgramServices |
| Management And General | 48131 | ManagementAndGeneral |
| Fundraising | 72874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59978 | Total |
| Program Services | 38893 | ProgramServices |
| Management And General | 16951 | ManagementAndGeneral |
| Fundraising | 4134 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045748 | Total |
| Program Services | 961134 | ProgramServices |
| Management And General | 36796 | ManagementAndGeneral |
| Fundraising | 47818 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1927560 | Total |
| Program Services | 1622379 | ProgramServices |
| Management And General | 210382 | ManagementAndGeneral |
| Fundraising | 94799 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249180 | Total |
| Program Services | 198586 | ProgramServices |
| Management And General | 27340 | ManagementAndGeneral |
| Fundraising | 23254 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228456 | Total |
| Program Services | 144014 | ProgramServices |
| Management And General | 30334 | ManagementAndGeneral |
| Fundraising | 54108 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1232772 | Total |
| Program Services | 1186531 | ProgramServices |
| Management And General | 27976 | ManagementAndGeneral |
| Fundraising | 18265 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| GALA EVENT EXPENSES | 181194 | 181194 | ||
| TEMPORARY HELP | 16449 | 42 | 16334 | 73 |
| MISCELLANEOUS | 5206 | 1 | 4186 | 1019 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12302945 | Total |
| Program Services | 9527844 | ProgramServices |
| Management And General | 1530661 | ManagementAndGeneral |
| Fundraising | 1244440 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1372928 | BOY |
| EOY | 2599744 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3539340 | BOY |
| EOY | 3917994 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575873 | BOY |
| EOY | 677585 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 42051742 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19501529 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22272438 | BOY |
| EOY | 22550213 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45503972 | BOY |
| EOY | 36286656 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44825757 | BOY |
| EOY | 64748739 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281297 | BOY |
| EOY | 23590 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118371605 | BOY |
| EOY | 130804521 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1095531 | BOY |
| EOY | 1357003 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137343 | BOY |
| EOY | 221277 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 845885 | BOY |
| EOY | 895818 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2078759 | BOY |
| EOY | 2474098 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40806225 | BOY |
| EOY | 44345208 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28229408 | BOY |
| EOY | 33873678 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47257213 | BOY |
| EOY | 50111537 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116292846 | BOY |
| EOY | 128330423 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118371605 | BOY |
| EOY | 130804521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 379184 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 10544880 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1113513 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4882002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6778444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9606928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6237589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8904168 | CurrentTaxYear |
| Total | 36409131 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4882002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6778444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9606928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6237589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8904168 | CurrentTaxYear |
| Total | 36409131 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5497131 | AmountsSubstContributorsTotal |
| Public Support Total170 | 30912000 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1815885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1440445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1565763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1640969 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1339753 | CurrentTaxYear |
| Total | 7802815 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13276 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21697 | CurrentTaxYear |
| Total | 66857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44278803 | TotalSupport |
| Gross Receipts From Admissions Etc | 9471150 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66370 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85297290 | BeginningOfYearBalance |
| Contributions | 3252923 | Contributions |
| Investment Earnings Or Losses | 12030490 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 630250 | GrantsOrScholarships |
| Other Expenditures | 3973744 | OtherExpenditures |
| End Of Year Balance | 95976709 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86386439 | BeginningOfYearBalance |
| Contributions | 1211773 | Contributions |
| Investment Earnings Or Losses | 1603319 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 605200 | GrantsOrScholarships |
| Other Expenditures | 3299041 | OtherExpenditures |
| End Of Year Balance | 85297290 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78180776 | BeginningOfYearBalance |
| Contributions | 2230598 | Contributions |
| Investment Earnings Or Losses | 10804423 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 613400 | GrantsOrScholarships |
| Other Expenditures | 4215958 | OtherExpenditures |
| End Of Year Balance | 86386439 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79669939 | BeginningOfYearBalance |
| Contributions | 410553 | Contributions |
| Investment Earnings Or Losses | 2135310 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 650100 | GrantsOrScholarships |
| Other Expenditures | 3384926 | OtherExpenditures |
| End Of Year Balance | 78180776 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95034653 | BeginningOfYearBalance |
| Contributions | 668776 | Contributions |
| Investment Earnings Or Losses | -11087293 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 622700 | GrantsOrScholarships |
| Other Expenditures | 4323497 | OtherExpenditures |
| End Of Year Balance | 79669939 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.50300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28350 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34806608 | OtherCostOrOtherBasis |
| Depreciation | 13669000 | Depreciation |
| Book Value | 21137608 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7245134 | OtherCostOrOtherBasis |
| Depreciation | 5832529 | Depreciation |
| Book Value | 1412605 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22550213 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 26120 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (13 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS,LP | 5783012 | F |
| NEW CENTURY HOLDINGS XI,LP | 124798 | F |
| AVI VALUE FUND, LLC | 9187797 | F |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS,LP | 5767275 | F |
| NEWPORT ASIA INSTITUTIONAL FUND, LLC | 2592333 | F |
| HEISKELL PRIVATE PLACEMENT | 11607 | F |
| ADAMAS PARTNERS, LP | 3785670 | F |
| ADAMAS OPPORTUNITIES, LP | 3802063 | F |
| TACONIC OPPORTUNITY OFFSHORE FUND | 3691587 | F |
| LANSDOWNE EUROPEAN EQUITY FUND | 3342066 | F |
| MERCHANTS' GATE OFFSHORE FUND | 3319845 | F |
| SEMPER VIC PARTNERS, L.P. | 7750057 | F |
| WAMCO US CORE BOND FUND | 15564509 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 64748739 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EMPLOYMENT TERMINATION INDEMNITIES | $782,456 |
| OTHER LIABILITIES | $113,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 895818 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 24094047 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10544880 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 60000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1113513 | OtherRevenues |
| Revenue Not Rptd F990 | 11718393 | RevenueNotRptdF990 |
| Revenue Subtotal | 12375654 | RevenueSubtotal |
| Investment Expenses Not Included | 306475 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 306475 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12682129 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12056470 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 60000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 60000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11996470 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 306475 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 306475 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12302945 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FOREIGN CURRENCY TRANSLATION ADJUSTMENT 1,032,455. NET IMPACT OF FOREIGN CURRENCY PROGRAM 81,058. | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 1 | 48 | PROGRAM SERVICES | OPERATION OF RESIDENTIAL RESEARCH CENTER | 7212199 |
| EUROPE | 1 | 3 | MANAGEMENT AND GENERAL (JANUS, S.U.R.L.) | 692810 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | 57200 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PASSIVE INVESTMENTS | 10478296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 51 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 51 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 18440505 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 18440505 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistance |
| Region | EUROPE | Region |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 35200 | AmountOfCashGrant |
| Manner Of Cash Disbursement | BANK WIRE TRANSFER | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 2522173 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2382473 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 139700 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 139700 | RentFacilityCostsEvent1 |
| Name Of Event2 | ROME - GALA | NameOfEvent2 |
| Gross Receipts Event2 | 299625 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 239694 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59931 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 59931 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 137447 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 64092 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 73355 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 73355 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 2959245 | GrossReceiptsTotal |
| Charitable Contributions Total | 2686259 | CharitableContributionsTotal |
| Gross Revenue Total Events | 272986 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 272986 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 272986 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FELLOWSHIPS | 33 | 808250 |
| EDUCATIONAL | 23 | 100100 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADELE CHATFIELD-TAYLOR | ||||||||||||||
| PRESIDENT | 306484 | 0 | 0 | 0 | 0 | 0 | 20000 | 0 | 3209 | 0 | 329693 | 0 | 0 | 0 |
| CHRISTOPHER CELENZA | ||||||||||||||
| DIRECTOR | 166894 | 0 | 0 | 0 | 0 | 0 | 15349 | 0 | 13363 | 0 | 195606 | 0 | 0 | 0 |
| CURT B SHARP | ||||||||||||||
| VP FOR FINANCE AND ADMIN., CFO | 199836 | 0 | 0 | 0 | 0 | 0 | 15987 | 0 | 7423 | 0 | 223246 | 0 | 0 | 0 |
| PAOLA GAETANI | ||||||||||||||
| GENERAL MANAGER | 166978 | 0 | 0 | 0 | 32155 | 0 | 13947 | 0 | 0 | 0 | 213080 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| PART III | 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. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 344534 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 ADMINSTRATION, THEN DISTRIBUTED TO THE AUDIT AND FINANCE COMMITTEES OF THE BOARD. FOLLOWING RECEIPT, A TELEPHONE CONFERENCE MEETING OF THE AUDIT AND FINANCE COMMITTEES 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, 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 HER 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 1,119,633. MANAGEMENT AND GENERAL EXPENSES 48,131. FUNDRAISING EXPENSES 72,874. TOTAL EXPENSES 1,240,638. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSLATION ADJUSTMENT 1,032,455. NET IMPACT OF FOREIGN CURRENCY PROGRAM 81,058. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANUS SURL | BusinessNameLine1 |
Address Foreign AddressForeign
| 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 | PrimaryActivities |
| Legal Domicile Foreign Country | IT | LegalDomicileForeignCountry |
| Total Income | 698810 | TotalIncome |
| EOY Assets | 888133 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY IN ROME | BusinessNameLine1 |