BALLET THEATRE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BALLET THEATRE FOUNDATION INC (EIN 13-1882106)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201223179349302152
- Schema version
- 2011v1.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T13:40:09-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131882106 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALLET THEATRE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BALL | NameControl |
| Phone | 2124773030 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BROADWAY 3RD FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHEL PIVNICK | Name |
| Title | CFO | Title |
| Phone | 2124773030 | Phone |
| Date Signed | 2012-11-08 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BALLET THEATRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RACHEL PIVNICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BROADWAY 3RD FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43832222 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S BALLET COMPANY, AMERICAN BALLET THEATRE, DESIGNATED BY CONGRESSIONAL RESOLUTION IN 2006 AS AMERICA'S NATIONAL BALLET COMPANY, PRESENTS THE GREAT REPERTOIRE OF FULL-LENGTH BALLETS, ONE-ACT CLASSICS AND PIONEERING NEW WORKS TO AUDIENCES ACROSS THE COUNTRY AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 645 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18570819 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12699853 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18435456 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22863149 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1138986 | InvestmentIncomePriorYear |
| Investment Income Current Year | 572150 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 536931 | OtherRevenuePriorYear |
| Other Revenue Current Year | 679069 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38682192 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36814221 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 244165 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 213851 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20841612 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22233049 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 38000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 264562 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2171721 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17144377 | OtherExpensePriorYear |
| Other Expenses Current Year | 17356696 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38268154 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40068158 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 414038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3253937 | RevenuesLessExpensesCY |
| Total Assets BOY | 38290701 | TotalAssetsBOY |
| Total Assets EOY | 36573568 | TotalAssetsEOY |
| Total Liabilities BOY | 9275470 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11138652 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29015231 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25434916 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CREATE, TO PRESENT, TO PRESERVE, AND TO EXTEND THE GREAT REPERTOIRE OF CLASSICAL DANCING THROUGH EXCITING PERFORMANCES AND EDUCATIONAL PROGRAMMING OF THE HIGHEST QUALITY, PRESENTED TO THE WIDEST POSSIBLE AUDIENCE. AMERICAN BALLET THEATRE IS COMMITTED TO ITS TRADITION OF EXCELLENCE AND ITS LEADERSHIP ROLE AS AMERICA'S NATIONAL BALLET COMPANY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23381899 | Expense |
| Revenue | 15859207 | Revenue |
| Description | NEW YORK SEASONS: IN 2011, ABT PRESENTED 12 WEEKS OF PERFORMANCES IN NEW YORK CITY. ITS EIGHT-WEEK SPRING METROPOLITAN OPERA HOUSE SEASON INCLUDED THE FULL-LENGTH CLASSICS SWAN LAKE, GISELLE, CINDERELLA,COPPELIA, DON QUIXOTE, AND SLEEPING BEAUTY. ALSO, ABT PRESENTED JOHN NEUMEIER'S LADY OF THE CAMILLIAS AND THE US PREMIERE OF ALEXEI RATMANSKY'S THE BRIGHT STREAM. MIXED REPERTORY PERFORMANCES INCLUDED THE PREMIERES OF ONE-ACT BALLETS BY CHRISTOPHER WHEELDON AND ALEXEI RATMANSKY. ABT PRESENTED ONE WEEK OF CONTEMPORARY ONE-ACT BALLETS AT NEW YORK CITY CENTER IN NOVEMBER AND IN DECEMBER, ABT PRESENTED ITS SECOND HOLIDAY SEASON OF ALEXEI RATMANSKY'S THE NUTCRACKER AT BAM. TOTAL ATTENDANCE WAS OVER 220,000. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9556542 | Expense |
| Revenue | 3626260 | Revenue |
| Description | TOURING: ABT'S TOURING BRINGS CLASSICAL BALLET TO AUDIENCES ACROSS THE COUNTRY AND AROUND THE WORLD. ABT'S 2011 NORTH AMERICAN TOUR INCLUDED JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS (WASHINGTON, D.C.),DOROTHY CHANDLER PAVILLION (LOS ANGELES, CA) AND RICHARD B. FISHER CENTER (ANNANDALE ON HUDSON, NY). INTERNATIONAL TOURING INCLUDED LONDON, UK; MOSCOW, RUSSIA; MUSCAT,OMAN AND TOKYO, BIWAKO AND HYOGO, JAPAN FOUR MONTHS FOLLOWING THE DEVASTATING EARTHQUAKE AND TSUNAMI. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3747525 | Expense |
| Grants | 213851 | Grants |
| Revenue | 3617283 | Revenue |
| Description | EDUCATIONAL TRAINING AND OUTREACH: ABT'S PRIMARY OUTREACH PROGRAM IS MAKE A BALLET: A FULL-TERM PROGRAM AT FIVE NYC SCHOOLS ENGAGING 200 STUDENTS. CONDENSED PROGRAMS COORDINATE WITH ABT'S TOURS REACHING MORE THAN 500 STUDENTS. ABT'S STUDENT TRAINING PROGRAMS INCLUDE THE JACQUELINE KENNEDY ONASSIS SCHOOL (250 STUDENTS); SUMMER INTENSIVES IN FIVE US CITIES (1100 STUDENTS) AND ABT STUDIO COMPANY (12 STUDENTS), A PRE-PROFESSIONAL PROGRAM. ABT'S TEACHER TRAINING PROGRAM, ABT NATIONAL TRAINING CURRICULUM, HAD 200 TEACHERS ENROLLED IN ITS 2011 COURSES. AT YEAR-END, OVER 700 TEACHERS HAD PASSED THE COURSES AND BECAME ABT CERTIFIED TEACHERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 36685966 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 162 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 645 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | 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 | 0 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL PIVNICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2124773030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10003 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 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 |
|---|---|---|---|---|---|---|---|
| DONALD KRAMER | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| SHARON PATRICK | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| ANDREW F BARTH | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| MILDRED C BRINN | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| DAVID H KOCH | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| BRIAN J HEIDTKE | |||||||
| VICE PRESIDENT & TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| ROD BRAYMAN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JOAN TAUB ADES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LINDA ALLARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA SMITH CASHIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BETH CHARTOFF SPECTOR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| J DENNIS DELAFIELD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIRK DONATH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES M DUBIN ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN FEINSTEIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SONIA FLORIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD A FOX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VICTORIA GEDULD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM GILLESPIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOYCE GIUFFRA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY HAVENS-HASTY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDITH HOFFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM L HUGHES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WENDY EVANS JOSEPH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J JEFFREY KAUFFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THERESA KHAWLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHI KOLL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAULA MAHONEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILL MCINTOSH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUTH NEWMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES M ORPHANIDES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANKA K PALITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TONY PONTURO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES S REGAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW RUBEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LAWRENCE J SHAW | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| SUSAN SHERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FLORENCE LOW SLOAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MELISSA SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN SOSNOFF | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| ANNE TATLOCK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BLAINE TRUMP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN VOLPE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MARK WAINGER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALI WAMBOLD | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LESLIE ZIFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN MCKENZIE | |||||||
| ARTISTIC DIRECTOR | 40.00 | X | X | 295257 | 0 | 8811 | |
| RACHEL S MOORE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | X | 266452 | 0 | 9230 | |
| RACHEL PIVNICK | |||||||
| CHIEF FINANICAL OFFICER | 40.00 | X | 176548 | 0 | 9171 | ||
| ALEXEI RATMANSKY | |||||||
| ARTIST IN RESIDENCE | 40.00 | 240250 | 0 | 24509 | X | ||
| PALOMA HERRERA | |||||||
| PRINCIPAL DANCER | 40.00 | 190547 | 0 | 13070 | X | ||
| JULIE KENT BARBEE | |||||||
| PRINCIPAL DANCER | 40.00 | 187064 | 0 | 13284 | X | ||
| GILLIAN MURPHY | |||||||
| PRINCIPAL DANCER | 40.00 | 174129 | 0 | 15890 | X | ||
| DAVID LANSKY | |||||||
| GENERAL MANAGER | 40.00 | 150000 | 0 | 8086 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1680247 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102051 | TotalOtherCompensation |
| Number Individuals GT100 K | 25 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AD LUBOW ADVERTISING | |||||
| ONE PENN PLAZA 5312 | NEW YORK | NY | 10119 | MARKETING SERVICES | 398836 |
| DCM TELEMARKETING | |||||
| 45 MAIN STREET 816 | BROOKLYN | NY | 11201 | TELEFUNDING | 356854 |
| TRICORNE INC | |||||
| 555 EIGHTH AVENUE 6TH FLOOR | NEW YORK | NY | 10018 | COSTUME CONSTRUCTION | 143596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 1755220 | FundraisingEvents |
| Government Grants | 425065 | GovernmentGrants |
| All Other Contributions | 10519568 | AllOtherContributions |
| Noncash Contributions | 560757 | NoncashContributions |
| Total Contributions | 12699853 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE RECEIPTS | 711120 | 19262751 | 19262751 |
| TUITION INCOME | 611710 | 2998849 | 2998849 |
| HANDLING FEES | 711120 | 309316 | 309316 |
| STUDIO COMPANY INCOME | 711120 | 177611 | 177611 |
| PROGRAM FEES-EDUCATION | 611710 | 59005 | 59005 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55617 | TotalRevenueColumn |
| Related Or Exempt Function Income | 55617 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22863149 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 792296 | TotalRevenueColumn |
| Exclusion | $792,296 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 439468 | TotalRevenueColumn |
| Exclusion | $439,468 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5749208 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5969354 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -220146 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -220146 | TotalRevenueColumn |
| Exclusion | -$220,146 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 922490 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1755220 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 922490 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 169792 | GrossSalesOfInventory |
| Cost Of Goods Sold | 126157 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43635 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 195966 | TotalRevenueColumn |
| Related Or Exempt Function Income | 195966 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 195966 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36814221 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23102750 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,011,618 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190851 | Total |
| Program Services | 190851 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23000 | Total |
| Program Services | 23000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764384 | Total |
| Program Services | 305212 | ProgramServices |
| Management And General | 459172 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16418480 | Total |
| Program Services | 15191715 | ProgramServices |
| Management And General | 379014 | ManagementAndGeneral |
| Fundraising | 847751 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929459 | Total |
| Program Services | 929459 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2435753 | Total |
| Program Services | 2278974 | ProgramServices |
| Management And General | 65158 | ManagementAndGeneral |
| Fundraising | 91621 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1684973 | Total |
| Program Services | 1530347 | ProgramServices |
| Management And General | 73688 | ManagementAndGeneral |
| Fundraising | 80938 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78659 | Total |
| Program Services | 75956 | ProgramServices |
| Management And General | 928 | ManagementAndGeneral |
| Fundraising | 1775 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66553 | Total |
| Program Services | 59232 | ProgramServices |
| Management And General | 1997 | ManagementAndGeneral |
| Fundraising | 5324 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264562 | Total |
| Fundraising | 264562 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8501 | Total |
| Management And General | 8501 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349476 | Total |
| Program Services | 349476 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2866673 | Total |
| Program Services | 2866673 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199396 | Total |
| Program Services | 123421 | ProgramServices |
| Management And General | 15964 | ManagementAndGeneral |
| Fundraising | 60011 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59193 | Total |
| Program Services | 25687 | ProgramServices |
| Management And General | 5730 | ManagementAndGeneral |
| Fundraising | 27776 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331895 | Total |
| Program Services | 331895 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1931382 | Total |
| Program Services | 1874954 | ProgramServices |
| Management And General | 29511 | ManagementAndGeneral |
| Fundraising | 26917 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1826747 | Total |
| Program Services | 1783114 | ProgramServices |
| Management And General | 13290 | ManagementAndGeneral |
| Fundraising | 30343 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184068 | Total |
| Program Services | 83576 | ProgramServices |
| Management And General | 56504 | ManagementAndGeneral |
| Fundraising | 43988 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1185255 | Total |
| Program Services | 1130625 | ProgramServices |
| Management And General | 41941 | ManagementAndGeneral |
| Fundraising | 12689 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113063 | Total |
| Program Services | 64447 | ProgramServices |
| Management And General | 14697 | ManagementAndGeneral |
| Fundraising | 33919 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| VENUE LABOR | 5083558 | 5083558 | ||
| PRODUCTION | 811768 | 811768 | ||
| FEES | 772675 | 639010 | 15521 | 118144 |
| SHOES AND TIGHTS | 385466 | 385466 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102368 | Total |
| Program Services | 547550 | ProgramServices |
| Management And General | 28855 | ManagementAndGeneral |
| Fundraising | 525963 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40068158 | Total |
| Program Services | 36685966 | ProgramServices |
| Management And General | 1210471 | ManagementAndGeneral |
| Fundraising | 2171721 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921366 | BOY |
| EOY | 1085189 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8163302 | BOY |
| EOY | 7086032 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713300 | BOY |
| EOY | 669223 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137801 | BOY |
| EOY | 118682 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614205 | BOY |
| EOY | 1481985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15999640 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9028483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7367287 | BOY |
| EOY | 6971157 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16327856 | BOY |
| EOY | 16323056 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3045584 | BOY |
| EOY | 2838244 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38290701 | BOY |
| EOY | 36573568 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3366712 | BOY |
| EOY | 3648683 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153758 | BOY |
| EOY | 415303 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5755000 | BOY |
| EOY | 7000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 74666 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9275470 | BOY |
| EOY | 11138652 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4049600 | BOY |
| EOY | 1405633 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4935330 | BOY |
| EOY | 4152550 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20030301 | BOY |
| EOY | 19876733 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29015231 | BOY |
| EOY | 25434916 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38290701 | BOY |
| EOY | 36573568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3253937 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -326378 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 19627542 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17039065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19680038 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18570819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12699853 | CurrentTaxYear |
| Total | 87617317 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19627542 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17039065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19680038 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18570819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12699853 | CurrentTaxYear |
| Total | 87617317 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9471723 | AmountsSubstContributorsTotal |
| Public Support Total170 | 78145594 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 643716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 692006 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 699960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1112264 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1231763 | CurrentTaxYear |
| Total | 4379709 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27818 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 195968 | CurrentTaxYear |
| Total | 430387 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 92427413 | TotalSupport |
| Gross Receipts From Admissions Etc | 102398072 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85260 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16327856 | BeginningOfYearBalance |
| Contributions | 557739 | Contributions |
| Investment Earnings Or Losses | 245245 | InvestmentEarningsOrLosses |
| Other Expenditures | 799283 | OtherExpenditures |
| Administrative Expenses | 8501 | AdministrativeExpenses |
| End Of Year Balance | 16323056 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16274458 | BeginningOfYearBalance |
| Contributions | -380561 | Contributions |
| Investment Earnings Or Losses | 1247536 | InvestmentEarningsOrLosses |
| Other Expenditures | 805932 | OtherExpenditures |
| Administrative Expenses | 7645 | AdministrativeExpenses |
| End Of Year Balance | 16327856 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13590491 | BeginningOfYearBalance |
| Contributions | 2674379 | Contributions |
| Investment Earnings Or Losses | 492837 | InvestmentEarningsOrLosses |
| Other Expenditures | 475000 | OtherExpenditures |
| Administrative Expenses | 8249 | AdministrativeExpenses |
| End Of Year Balance | 16274458 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14894933 | BeginningOfYearBalance |
| Contributions | 1362703 | Contributions |
| Investment Earnings Or Losses | -1190664 | InvestmentEarningsOrLosses |
| Other Expenditures | 1428406 | OtherExpenditures |
| Administrative Expenses | 48075 | AdministrativeExpenses |
| End Of Year Balance | 13590491 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1238635 | InvestmentCostOrOtherBasis |
| Depreciation | 904112 | Depreciation |
| Book Value | 334523 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2337450 | InvestmentCostOrOtherBasis |
| Depreciation | 1575697 | Depreciation |
| Book Value | 761753 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2222503 | InvestmentCostOrOtherBasis |
| Depreciation | 2058874 | Depreciation |
| Book Value | 163629 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 10201052 | InvestmentCostOrOtherBasis |
| Depreciation | 4489800 | Depreciation |
| Book Value | 5711252 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6971157 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESERVE FUND - CONDOMINIUM ASSOCIATION | 204000 |
| BENEFICIAL INTERESTS IN REMAINDER TRUSTS | 2633244 |
| SECURITY DEPOSITS | 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2838244 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE ADVANCES | Description |
| Amount | $74,666 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 74666 | TotalOfAmounts |
| Total Revenue | 36814221 | TotalRevenue |
| Total Expenses | 40068158 | TotalExpenses |
| Excess Or Deficit For Year | -3253937 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -326378 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -326378 | TotalAdjustments |
| Excess Or Deficit Per FS | -3580315 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36487843 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -326378 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -326378 | RevenueNotRptdF990 |
| Revenue Subtotal | 36814221 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36814221 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40068158 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40068158 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40068158 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS' USES INCLUDE SUPPORT FOR NATIONAL RESIDENCY; CLASSICAL WORKS; NEW WORKS AND TRAINING SCHOLARSHIPS. THE ENDOWMENT FUNDS ALSO SUPPORT ADMINISTRATIVE EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION. MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | GRANT | 3000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | OTHER ARTISTIC SERVICES | 8170 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GRANT | 4400 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | OTHER ARTISTIC SERVICES | 1500 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | LICENSE FEES & ROYALTIES | 22573 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | GUEST ARTISTS | 55173 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | OTHER ARTISTIC SERVICES | 57465 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | COSTUME RENTAL | 20000 |
| RUSSIA | 0 | 0 | PROGRAM SERVICES | GUEST ARTISTS | 29400 |
| RUSSIA | 0 | 0 | PROGRAM SERVICES | OTHER ARTISTIC SERVICES | 1484 |
| RUSSIA | 0 | 0 | PROGRAM SERVICES | LICENSE FEE & ROYALTIES | 10616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 172281 | SubtotalAmountSpent |
| Cont Amount Spent | 41500 | ContAmountSpent |
| Total Amount Spent | 213781 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIPS | SOUTH AMERICA | 1 | 0 | 2750 | TUITION ASSISTANCE | BOOK VALUE | |
| SCHOLARSHIPS | EAST ASIA & THE PACIFIC | 6 | 1400 | 11000 | TUITION ASSISTANCE | BOOK VALUE | PAID BY CHECK |
| SCHOLARSHIPS | EUROPE | 2 | 7850 | 0 | PAID BY CHECK |
| 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 | 0 | 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: ABT PROVIDES SCHOLARSHIPS AND FINANCIAL AID TO BALLET STUDENTS. MERIT SCHOLARSHIP STUDENTS ARE SELECTED FROM THE JKO SCHOOL, AT JKO SCHOOL AUDITIONS AND DURING THE SUMMER INTENSIVES. STUDENTS AT THE JKO SCHOOL APPLY FOR FINANCIAL AID. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||
| JANE EMERSON | 23 WEST 82ND STREET 2E | NEW YORK | NY | 10024 | SPRING GALA EVENT PLANNER | 0 | 1541452 | 30000 | 1511452 |
| (no name) | |||||||||
| NGK GLOBAL | 590 MADISON AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | FALL GALA EVENT PLANNER | 0 | 582488 | 25000 | 557488 |
| DCM TELEMARKETING | |||||||||
| 45 MAIN STREET | BROOKLYN | NY | 11201 | TELEFUNDRAISING TO CURRENT AND FORMER DONORS | 0 | 527837 | 195562 | 332275 | |
| (no name) | |||||||||
| NGK GLOBAL | 590 MADISON AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | SPRING GALA EVENT PLANNER | 0 | 0 | 14000 | -14000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2651777 | TotalGrossReceipts |
| Total Retained By Contractors | 264562 | TotalRetainedByContractors |
| Total Net To Organization | 2387215 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1519452 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 964406 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 555046 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 555046 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CITY CENTER OPENING NIGHT FALL GALA | NameOfEvent2 |
| Gross Receipts Event2 | 567488 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 389868 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 177620 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 177620 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 590770 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 400946 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 189824 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 189824 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2677710 | GrossReceiptsTotal |
| Charitable Contributions Total | 1755220 | CharitableContributionsTotal |
| Gross Revenue Total Events | 922490 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 922490 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 922490 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 146 | NumberOfRecipients |
| Amount Of Cash Grant | 39145 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 151706 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION ASSISTANCE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: ABT PROVIDES SCHOLARSHIPS AND FINANCIAL AID TO BALLET STUDENTS. MERIT SCHOLARSHIP STUDENTS ARE SELECTED FROM THE JKO SCHOOL, AT JKO SCHOOL AUDITIONS AND DURING THE SUMMER INTENSIVES. STUDENTS AT THE JKO SCHOOL APPLY FOR FINANCIAL AID. |
| MUCH OF THE ASSISTANCE IS NONCASH - A REDUCTION IN JKO SCHOOL TUITION. ABT ALSO ASSISTS PROMISING YOUNG DANCERS ACROSS THE COUNTRY WITH SCHOLARSHIPS SENT DIRECTLY TO THEIR LOCAL BALLET SCHOOL TO ASSIST WITH TUITION. ABT REQUIRES VERIFICATION FROM EACH STUDENT TO ENSURE THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (8 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN MCKENZIE | |||||||||||||
| 295257 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8811 | 0 | 304068 | 0 | 0 | 0 |
| RACHEL S MOORE | |||||||||||||
| 266452 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9230 | 0 | 275682 | 0 | 0 | 0 |
| RACHEL PIVNICK | |||||||||||||
| 176548 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9171 | 0 | 185719 | 0 | 0 | 0 |
| ALEXEI RATMANSKY | |||||||||||||
| 240250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24509 | 0 | 264759 | 0 | 0 | 0 |
| PALOMA HERRERA | |||||||||||||
| 190547 | 0 | 0 | 0 | 0 | 0 | 7089 | 0 | 5981 | 0 | 203617 | 0 | 0 | 0 |
| JULIE KENT BARBEE | |||||||||||||
| 187064 | 0 | 0 | 0 | 0 | 0 | 6887 | 0 | 6397 | 0 | 200348 | 0 | 0 | 0 |
| GILLIAN MURPHY | |||||||||||||
| 174129 | 0 | 0 | 0 | 0 | 0 | 9909 | 0 | 5981 | 0 | 190019 | 0 | 0 | 0 |
| DAVID LANSKY | |||||||||||||
| 150000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8086 | 0 | 158086 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MATTHEW RUBEL - ABT TRUSTEE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ABT TRUSTEE & CEO OF COLLECTIVE BRANDS, PARENT OF PAYLESS SHOE SOURCE. | Relationship |
| Amount Of Transaction | 326000 | AmountOfTransaction |
| Description Of Transaction | SEE BELOWABT HAS A LICENSING AGREEMENT WITH PAYLESS SHOE SOURCE IN WHICH ABT RECEIVED $326,000 OF ROYALTIES FROM PAYLESS SHOE SOURCE FOR THEIR PARTICIPATION IN THE AGREEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 520757 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AIR TICKETS | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AA VALUE TICKETS | 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 (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY MANAGEMENT AND SELECTED TRUSTEES INCLUDING THE CHAIR, PRESIDENT, CHAIR FINANCE COMMITTEE AND CHAIR AUDIT COMMITTEE PRIOR TO SUBMISSION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AFTER THE ANNUAL BOARD ELECTIONS AND AS TRUSTEES ARE ELECTED THROUGH THE YEAR, EACH TRUSTEE COMPLETES A CONFLICT OF INTEREST DOCUMENT. SENIOR MANAGEMENT ALSO COMPLETES THIS DOCUMENT. A CONFLICT EXISTS IF A TRUSTEE OR EMPLOYEE IS A DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF A COMPETING ENTITY OR AN ENTITY WITH WHICH ABT DOES BUSINESS. THE AUDIT COMMITTEE REVIEWS CONFLICT OF INTEREST DOCUMENTS AND, AT ITS DISCRETION, MAY INVESTIGATE FURTHER AND IMPOSE RESTRICTIONS ON THE TRUSTEES' INVOLVEMENT IN MATTERS WHERE A CONFLICT MAY EXIST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR, PRESIDENT AND CHAIR OF THE HUMAN RESOURCES COMMITTEE REVIEW THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR'S COMPENSATION BASED ON INDUSTRY COMPARISONS FOR SIMILARLY SIZED AND STRUCTURED ENTITIES. THIS GROUP, ALONG WITH THE EXECUTIVE DIRECTOR, REVIEW THE PERFORMANCE AND COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND GENERAL MANAGER BASED ON THE SAME INDUSTRY COMPARISONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ABT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -326,378. | CHANGES IN NET ASSETS OR FUND BALANCES: |