2025-11-14T13:32:30-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2024-01-01 131592242 MARIAN AND EDWARD MACDOWELL INC MARI 6039243886 100 HIGH STREET PETERBOROUGH NH 03458 PETER WIRTH TREASURER 6039243886 2025-11-13 1 1 KRISTEN CUMMINGS P01510495 6178075000 2024 2025-03-06 01:10:19Z CHIWONISO KAITANO 521 WEST 23RD STREET 2ND FLOOR NEW YORK NY 10011 18011624 0 X WWW.MACDOWELL.ORG X 1907 NY MACDOWELL'S MISSION IS TO NURTURE THE ARTS BY OFFERING TALENTED INDIVIDUALS (SEE SCH O)AN INSPIRING RESIDENTIAL ENVIRONMENT IN WHICH TO PRODUCE ENDURING WORKS OF THE IMAGINATION. MACDOWELL WELCOMES ARTISTS ENGAGING IN THE BROADEST SPECTRUM OF ARTISTIC PRACTICE AND THOSE INVESTIGATING AN UNLIMITED ARRAY OF CREATIVE INQUIRIES AND CONCERNS. MACDOWELL APPLIES THE SAME EGALITARIAN STANDARDS FOR ALL THOSE WHO SERVE THE ORGANIZATION IN A STAFF, VOLUNTEER, OR REPRESENTATIVE CAPACITY. MACDOWELL GRANTS FELLOWSHIPS TO AS MANY AS 300 ARTISTS PER YEAR, OFFERING ROOM, BOARD, AND EXCLUSIVE USE OF A STUDIO FOR STAYS UP TO SIX WEEKS. AMIDST THE COMPANY OF A DIVERSE COMMUNITY OF PEERS, MACDOWELL FELLOWS' PRODUCTIVITY BENEFITS FROM THESE WEEKS FREED FROM DISTRACTION TOGETHER WITH THE OPPORTUNITY TO EXCHANGE CREATIVE IDEAS AND CONNECTIONS IN A CONVIVIAL SETTING. 52 52 76 75 32651 0 2506485 3354051 213315 182680 6389565 4838229 65976 60164 9175341 8435124 170907 233279 0 0 3756781 4064274 0 0 994397 2798678 2908768 6726366 7206321 2448975 1228803 49235643 51008748 2439520 2638389 46796123 48370359 X MACDOWELL'S MISSION IS TO NURTURE THE ARTS BY OFFERING TALENTED INDIVIDUALS AN INSPIRING RESIDENTIAL ENVIRONMENT IN WHICH TO PRODUCE ENDURING WORKS OF THE IMAGINATION. MACDOWELL WELCOMES ARTISTS ENGAGING IN THE BROADEST SPECTRUM OF ARTISTIC PRACTICE AND THOSE (SEE SCH. O)INVESTIGATING AN UNLIMITED ARRAY OF CREATIVE INQUIRIES AND CONCERNS. MACDOWELL APPLIES THE SAME EGALITARIAN STANDARDS FOR ALL THOSE WHO SERVE THE ORGANIZATION IN A STAFF, VOLUNTEER, OR REPRESENTATIVE CAPACITY. MACDOWELL GRANTS FELLOWSHIPS TO AS MANY AS 300 ARTISTS PER YEAR, OFFERING ROOM, BOARD, AND EXCLUSIVE USE OF A STUDIO FOR STAYS UP TO SIX WEEKS. AMIDST THE COMPANY OF A DIVERSE COMMUNITY OF PEERS, MACDOWELL FELLOWS' PRODUCTIVITY BENEFITS FROM THESE WEEKS FREED FROM DISTRACTION TOGETHER WITH THE OPPORTUNITY TO EXCHANGE CREATIVE IDEAS AND CONNECTIONS IN A CONVIVIAL SETTING. 0 0 4065495 233279 84315 APPLICATION IS OPEN TO ALL ARTISTS NOT CURRENTLY MATRICULATED AS STUDENTS. THE SOLE CRITERION FOR ACCEPTANCE IS THE ARTISTIC EXCELLENCE APPARENT IN A WORK SAMPLE SUBMITTED IN THE APPLICATION AND EVALUATED BY PEER PANEL REVIEW. MACDOWELL DEFINES ARTISTIC EXCELLENCE IN A PLURALISTIC AND INCLUSIVE WAY, ENCOURAGING APPLICATIONS FROM THE WIDEST POSSIBLE RANGE OF PERSPECTIVES, CAREER STAGES, AND DEMOGRAPHICS. WHILE IN RESIDENCE, ARTISTS RECEIVE ROOM, BOARD, AND EXCLUSIVE USE OF A STUDIO FOR UP TO SIX WEEKS. ALL ARTISTS ARE ELIGIBLE FOR REIMBURSEMENT OF TRAVEL COSTS ASSOCIATED WITH GETTING TO AND FROM MACDOWELL. FINANCIAL ASSISTANCE AND STIPENDS OF UP TO $2,500 ARE AWARDED BASED ON FINANCIAL NEED. IN 2024 A TOTAL OF 80 ARTISTS RECEIVED FINANCIAL AID STIPENDS TOTALING $233,279. (SEE SCH O).EDUCATION AND COMMUNITY BENEFIT PROGRAMS, PUBLICATION, PRESENTATIONS AND OTHER ACTIVITIES HAVE ALLOWED MACDOWELL TO INCREASE UNDERSTANDING AND APPRECIATION OF THE ARTS FOR AN INCLUSIVE PUBLIC AUDIENCE.FOUNDED IN 1907, MACDOWELL WAS AWARDED THE NATIONAL MEDAL OF ARTS IN 1997 FOR "NURTURING & INSPIRING MANY OF THE CENTURY'S FINEST ARTISTS". 4065495 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 194 0 1 76 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 52 52 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH NJ NY X X THE ORGANIZATION 6039243886 100 HIGH STREET PETERBOROUGH NH 03458 AMELIA DUNLOP DIRECTOR 1.00 X 0 0 0 AMY DAVIDSON SORKIN DIRECTOR 1.00 X 0 0 0 ANDREW M SENCHAK DIRECTOR 1.00 X 0 0 0 ANNE STARK LOCHER DIRECTOR 1.00 X 0 0 0 ARTHUR SIMMS DIRECTOR 1.00 X 0 0 0 BARBARA CASE SENCHAK DIRECTOR 1.00 X 0 0 0 CARLOS MURILLO DIRECTOR 1.00 X 0 0 0 CHARLES F STONE III SECRETARY (POSITION START 6/24/24) 1.00 X X 0 0 0 CHIWONISO KAITANO EXECUTIVE DIRECTOR /ASST SECRETARY 40.00 X X 242231 0 41514 CHRISTINE FISCHER PRESIDENT 5.00 X X 0 0 0 CHRISTINE GROS LOH DIRECTOR (START 4/23/24) 1.00 X 0 0 0 DAHLIA ELSAYED DIRECTOR 1.00 X 2000 0 0 DARRELL HARVEY DIRECTOR 1.00 X 0 0 0 DAVID BAUM DIRECTOR 1.00 X 0 0 0 DAVID MACY RESIDENT DIRECTOR/ASST SECRETARY 40.00 X X 194589 0 42128 ELEANOR BRIGGS DIRECTOR 1.00 X 0 0 0 ELIZABETH F GAUDREAU DIRECTOR 1.00 X 0 0 0 ELLIOT HOLT DIRECTOR 1.00 X 0 0 0 EMILY NOELLE LAMBERT DIRECTOR 1.00 X 0 0 0 FAIRFAX DORN DIRECTOR (START 4/23/24) 1.00 X 0 0 0 GERALD GARTNER DIRECTOR 1.00 X 0 0 0 ILEANA PEREZ VELAZQUEZ DIRECTOR 1.00 X 2000 0 0 JAMIE TROWBRIDGE DIRECTOR 1.00 X 0 0 0 JEANNIE SUK GERSEN DIRECTOR 1.00 X 0 0 0 JESSICA QUINN DIRECTOR (START 4/23/24) 1.00 X 0 0 0 JOSH SIEGEL DIRECTOR 1.00 X 0 0 0 JULIA JACQUETTE DIRECTOR 1.00 X 0 0 0 JULIE ORRINGER DIRECTOR 1.00 X 0 0 0 JULIUS TAPPER DIRECTOR 1.00 X 0 0 0 KAREN FAIRBANKS DIRECTOR (START 4/23/24) 1.00 X 1750 0 0 KATIE FIRTH DIRECTOR 1.00 X 0 0 0 KENDRA DECIOUS DIRECTOR (START 4/23/24) 1.00 X 0 0 0 LAURA COLONY DIRECTOR 1.00 X 0 0 0 LEWIS HYDE DIRECTOR 1.00 X 0 0 0 MABEL WILSON DIRECTOR 1.00 X 0 0 0 MOLLIE MILLER DIRECTOR 1.00 X 0 0 0 MONICA LEHNER DIRECTOR 1.00 X 0 0 0 NELL PAINTER CHAIR 5.00 X X 0 0 0 NOEL ALLAIN DIRECTOR 1.00 X 2500 0 0 OLIVIA PARKER DIRECTOR 1.00 X 0 0 0 PAUL REYES DIRECTOR 1.00 X 750 0 0 PETER C READ DIRECTOR 1.00 X 0 0 0 PETER CAMERON DIRECTOR 1.00 X 1500 0 0 PETER WIRTH TREASURER 5.00 X X 0 0 0 ROBERT M OLMSTED SECRETARY (END 6/24/24) 5.00 X X 0 0 0 ROSEMARIE FIORE DIRECTOR 1.00 X 0 0 0 SAM WATHEN DIRECTOR 1.00 X 0 0 0 SARAH GARLAND-HOCH DIRECTOR 1.00 X 0 0 0 SCOTT MANNING DIRECTOR 1.00 X 0 0 0 SUSIE HACKLER DIRECTOR 1.00 X 0 0 0 TERRANCE MCKNIGHT DIRECTOR 1.00 X 0 0 0 VIJAY SESHADRI DIRECTOR 1.00 X 0 0 0 WILLIAM B BEEKMAN DIRECTOR 1.00 X 0 0 0 CAROL KRINSKY DIRECTOR (END 4/23/24) 1.00 X 0 0 0 CATHERINE INGRAHAM DIRECTOR (END 4/23/24) 1.00 X 0 0 0 JULIA SOLOMONOFF DIRECTOR (END 4/23/24) 1.00 X 0 0 0 LAWRENCE HARRIS DIRECTOR (END 4/23/24) 1.00 X 0 0 0 ROBERT M LARSEN DIRECTOR (END 1/1/2024) 1.00 X 0 0 0 LEVI BARRETT FINANCE DIRECTOR 40.00 X 120284 0 13055 COURTNEY BETHEL ADMISSIONS DIRECTOR 40.00 X 107318 0 36564 JENNIFER WU CHIEF OF STAFF 40.00 X 103497 0 17397 JERICHO PARMS CHIEF ADVANCEMENT OFFICER 40.00 X 148654 0 15536 927073 0 166194 6 0 1 0 FIDELITY BROKERAGE SERVICES LLC 900 SALEM STREET SMITHFIELD RI 02917 INVESTMENT MANAGEMENT 136792 LAMP POST ON 71ST STREET LLC 81 71ST STREET BROOKLYN NY 11209 GRANT WRITING 132020 2 674501 274210 2405340 57056 3354051 PROGRAM EVENTS 900099 98365 98365 APPLICATION FEES 721310 84315 84315 182680 1073267 1073267 47372 32651 14721 12910809 9145847 3764962 3764962 3764962 367041 674501 430653 -63612 -63612 MISCELLANEOUS INCOME 900099 54195 54195 SOLAR ENERGY SURPLUS INCOME 900099 22209 22209 76404 8435124 182680 32651 4865742 233279 233279 664300 293546 276154 94600 2481146 1541621 504815 434710 198249 125435 50388 22426 487656 320876 127574 39206 232923 138472 55723 38728 8113 8113 30587 30587 136791 136791 587519 188400 178434 220685 102931 79993 4925 18013 200184 53757 88352 58075 209147 189738 19409 121982 62658 27435 31889 171416 171416 484289 293226 191063 146052 88055 57997 REPAIRS & MAINTENANCE 219728 138068 81649 11 SMALL EQUIPMENT 208690 80780 105450 22460 FOOD 208106 191003 3509 13594 TAXES 26628 26628 46605 46588 17 7206321 4065495 2146429 994397 528495 500716 3845120 6451521 660403 951502 48925 50156 84039 24748 19300102 10031456 9479244 9268646 34589417 33761459 49235643 51008748 345158 595943 2081897 2029981 12465 12465 2439520 2638389 X 17470793 16621791 29325330 31748568 46796123 48370359 49235643 51008748 1228803 345433 0 X 0 1 X 1 0 X 2517039 2857164 2219020 2506485 3354051 13453759 2517039 2857164 2219020 2506485 3354051 13453759 739338 12714421 878663 938043 956927 1039947 1087988 4901568 18392 -17546 846 12194 39086 47186 53489 76404 228359 18584532 553730 0.68410 0.65220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 12,194. 2021 AMOUNT: $ 39,086. 2022 AMOUNT: $ 47,186. 2023 AMOUNT: $ 53,489. 2024 AMOUNT: $ 76,404. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 30370080 764283 3540459 1159373 33515449 28207650 100 3261940 1099610 30370080 45105660 33577 -3527923 13403664 28207650 41058023 179651 7163153 78750 3089248 127169 45105660 40034359 333273 2466388 68800 1604403 102794 41058023 0.07958 0.46181 0.45860 0 0 104996 104996 16700321 8172177 8528144 791347 472007 319340 1703438 1387272 316166 9268646 REFUNDABLE ADVANCE 12465 12465 X 8763575 345433 56198 63612 465243 8298332 136792 136792 8435124 7189339 56198 63612 119810 7069529 136791 136791 7206320 PART III, LINE 1A: THE ORGANIZATION MAINTAINS A COLLECTION OF WORKS OF ART COMPRISED OF ITEMS MOST COMMONLY DONATED BY FELLOWS AND DONORS AND INFREQUENTLY, ITEMS ACQUIRED DIRECTLY BY THE ORGANIZATION. THE COLLECTION IS MADE AVAILABLE TO FELLOWS TO SUPPORT THEIR CURRENT PROJECTS DURING RESIDENCY AND THROUGH THOSE PROJECTS, THE GENERAL PUBLIC. THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION AND DOES NOT RECOGNIZE REVENUE UPON RECEIPT. IN THE RARE EVENT THAT ITEMS ARE SOLD, PROCEEDS ARE USED TO SUPPORT THE DIRECT CARE OF THE COLLECTION OR TO ACQUIRE NEW WORKS. THE PRIMARY OBJECTIVE OF THE ORGANIZATION'S COLLECTION POLICY IS FOR THE FURTHERANCE OF ARTISTIC PURSUIT RATHER THAN FINANCIAL GAIN. THE COLLECTION IS HOUSED SUBSTANTIALLY WITHIN THE BALDWIN LIBRARY AND MAINTAINED BY ITS INFRASTRUCTURE AND STAFF. THERE WERE NO ACQUISITIONS OR DEACCESSIONS DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023. PART III, LINE 4: MACDOWELL'S WORKS OF ART ARE UTILIZED FOR ITS CULTURAL AND EDUCATIONAL PURPOSES AND ARE ON DISPLAY IN MACDOWELL'S LIBRARY. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS, BOTH DONOR-RESTRICTED AND BOARD DESIGNATED, ESTABLISHED TO SUPPORT A VARIETY OF PURPOSES, INCLUDING: FELLOWSHIPS, ARTIST STIPENDS, FELLOWS' TRAVEL, BALDWIN LIBRARY OPERATIONS, AND STUDIO AND BUILDING MAINTENANCE. THE ENDOWMENT ALSO INCLUDES UNRESTRICTED FUNDS WHICH SUPPORT MACDOWELL'S GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX PROVISIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS REVIEWED THE ORGANIZATION'S REPORTING AND BELIEVES THEY HAVE NOT TAKEN TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE DETERMINED TO BE INCORRECT BY THE IRS AND, THEREFORE, NO ADJUSTMENTS OR DISCLOSURES ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 63,612. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 63,612. NATIONAL BENEFIT DINNER 963804 624158 339646 275454 7810 83777 OTHER FUNDRAISING EVENTS 77738 50343 27395 63612 1041542 674501 367041 275454 7810 147389 430653 -63612 1 FINANCIAL AID 98 233279 PART I, LINE 2: ARTISTS ACCEPTED FOR A RESIDENCY APPLYING FOR FINANCIAL AID ARE ASKED TO SUPPLY THE FIRST TWO PAGES OF THEIR MOST RECENT INCOME TAX RETURN WITH A BREIF EXPLANATIONS OF NEED. AWARDS ARE BASED ON FINANCIAL NEED. GRANTS ARE LIMITED TO NOT MORE THAN $2,500 PER PERSON. THE AMOUNT AWARDED IS AT THE DISCRETION OF THE MACDOWELL GRANT COMMITTEE, MADE UP OF STAFF AND BOARD MEMBERS. THE AWARD RECEIPIENTS MUST INCLUDE THE AWARD AMOUNT IN THEIR TAXABLE INCOME IN THE YEAR OF RECEIPT. 1 X X X 0 0 0 0 0 0 0 0 0 CHIWONISO KAITANO EXECUTIVE DIRECTOR /ASST SECRETARY 242231 0 0 0 0 0 19071 0 22443 0 283745 0 0 0 DAVID MACY RESIDENT DIRECTOR/ASST SECRETARY 194589 0 0 0 0 0 19459 0 22669 0 236717 0 0 0 JERICHO PARMS CHIEF ADVANCEMENT OFFICER 143654 0 5000 0 0 0 0 0 15536 0 164190 0 0 0 PART I, LINE 3 COMPENSATION SURVEYS AND FORM 990 OF OTHER ORGANIZATIONS ARE USED TO DETERMINE EXECUTIVE COMPENSATION. ANNUALLY THE BOARD PRESIDENT REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION AMOUNTS SET BY THE BOARD PRESIDENT OR COMPENSATION COMMITTEE, AND A WRITTEN REVIEW LETTER AND LETTER OF SALARY INCREASES IS MAINTAINED IN ALL EMPLOYEE PERSONNEL FILES. IN 2021, THE ORGANIZATION ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY ANALYSIS FOR STAFF POSITIONS TO THE COMPENSATION AND EXECUTIVE STAFF COMMITTEES. X 10 57056 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD OF DIRECTOR MEMBERS ANDREW SENCHAK AND BARBARA CASE SENCHAK ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT, TREASURER, AND EXECUTIVE STAFF, AND THEN CIRCULATED TO THE BOARD VIA EMAIL OR WEB PORTAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS. FINANCIAL TRANSACTIONS BETWEEN MACDOWELL AND BOARD MEMBERS ARE APPROVED BY BOARD VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION SURVEYS AND FORM 990 OF OTHER ORGANIZATIONS ARE USED TO DETERMINE EXECUTIVE COMPENSATION. ANNUALLY THE BOARD PRESIDENT REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION AMOUNTS SET BY THE BOARD PRESIDENT OR COMPENSATION COMMITTEE, AND A WRITTEN REVIEW LETTER AND LETTER OF SALARY INCREASES IS MAINTAINED IN ALL EMPLOYEE PERSONNEL FILES. IN 2021, THE ORGANIZATION ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY ANALYSIS FOR STAFF POSITIONS TO THE COMPENSATION AND EXECUTIVE STAFF COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NEW HIGH STREET LLC 100 HIGH STREET PETERBOROUGH NH 03458 454279546 REAL ESTATE NH 32651 379829 MARIAN AND EDWARD MACDOWELL INC