2026-06-17T08:02:47-04:00 2025-12-31 TAUBER FAMILY OFFICE LLC 2440 RESEARCH BLVD SUITE 440 ROCKVILLE MD 20850 990 2025-01-01 452767963 AVALOCH FARM MUSIC INSTITUTE INC C/O TAUBER FAMILY OFFICE LLC AVAL 3012318334 2440 RESEARCH BLVD STE 440 ROCKVILLE MD 20850 ALFRED I TAUBER PRESIDENT, DIRECTOR 3012318334 2026-06-17 true KITO MUSSA P00271853 3012318334 2026-06-17 X 2025 2025-03-06 01:10:19Z ALFRED I TAUBER 22 HARDY LANE BOSCAWEN NH 03303 1243157 false X WWW.AVALOCHFARMMUSIC.ORG X 2011 NH AVALOCH FARM MUSIC INSTITUTE, INC. (THE INSTITUTE), A NOT-FOR-PROFIT DELAWARE CORPORATION LOCATED AND OPERATED IN BOSCAWEN, NEW HAMPSHIRE, WAS ORGANIZED IN 2011 TO OFFER YOUNG DEVELOPING MUSICIANS THE OPPORTUNITY TO FORGE THEIR MUSICAL IDENTITIES THROUGH IN-PERSON MUSIC RESIDENCY PROGRAM THAT INCORPORATES COLLABORATIVE ACTIVITIES AND OTHER EDUCATIONAL ACTIVITIES AT THE INSTITUTE. 10 10 22 20 27824 307417 299639 345694 576502 20155 40367 53198 61832 726464 978340 2500 9035 0 446312 491708 14200 0 19441 632495 679904 1095507 1180647 -369043 -202307 6868113 6847862 57364 69979 6810749 6777883 X TO OFFER PROFESSIONAL MUSICIANS THE OPPORTUNITY TO FORGE THEIR MUSICAL IDENITIES THROUGH AN IN-PERSON MUSIC RESIDENCY PROGRAM THAT INCORPORATES COLLABORATIVE ACTIVITIES AND OTHER EDUCATIONAL ACTIVITIES. false false 638350 576501 AVALOCH FARM MUSIC INSTITUTE "MUSIC RESIDENCY PROGRAM" PROVIDES A UNIQUE ENVIRONMENT FOR CHAMBER MUSIC AND JAZZ ENSEMBLES AT ANY STAGE OF DEVELOPMENT TO HAVE THE TIME AND SPACE IN A RURAL CAMPUS SETTING TO WORK INTENSIVELY ON REPERTORIE, PREPARE FOR RECORDINGS,CONCERTS AND COMPETITIONS, WORK WITH COMPOSERS ON COMMISSIONS, AND FORGE OR RECONNECT GROUP MUSICAL IDENITY. IN ADDITION,AVALOCH FARM INTENDS TO PROVIDE A SETTING FOR ARTS AND EDUCATIONAL ORGANIZATIONS TO MEET AND CONCENTRATE ON THEIR PARTICULAR MISSION. 180076 9035 AVALOCH FARM MUSIC INSTITUTE "MUSIC RESIDENCY PROGRAM" PROVIDES A UNIQUE ENVIRONMENT FOR CHAMBER MUSIC AND JAZZ ENSEMBLES AT ANY STAGE OF DEVELOPMENT TO HAVE THE TIME AND SPACE IN A RURAL CAMPUS SETTING TO WORK INTENSIVELY ON REPERTORIE, PREPARE FOR RECORDINGS,CONCERTS AND COMPETITIONS, WORK WITH COMPOSERS ON COMMISSIONS, AND FORGE OR RECONNECT GROUP MUSICAL IDENITY. IN ADDITION,AVALOCH FARM INTENDS TO PROVIDE A SETTING FOR ARTS AND EDUCATIONAL ORGANIZATIONS TO MEET AND CONCENTRATE ON THEIR PARTICULAR MISSION. 180076 9035 818426 true false false false false false false false false false true false false false true false false false false false false false false false true false false true false false false false false false false false true true false false false false false false false false false true 37 0 true 22 true true true false false false false true true false false false false false false false false X 10 10 false false false false true true false true true false false false true true true false true true true false NH X AVALOCH FARM MUSIC INSTITUTE C/O TAUBER FAMILY OFFICE LLC 3012318334 2440 RESEARCH BLVD SUITE 440 ROCKVILLE MD 20850 ASHLEY BATHGATE EXECUTIVE DI 40.00 X 80478 0 0 W HALLOWELL CHURCHILL DIRECTOR 1.00 X 0 0 0 MASON DONOVAN DIRECTOR 1.00 X 0 0 0 PAULA L FREDRIKSEN TREASURER & 1.00 X X 0 0 0 THOMAS F KELLY DIRECTOR 1.00 X 0 0 0 DAVID POST VICE PRESIDE 1.00 X X 0 0 0 PATRICIA MATOS PUENTE DIRECTOR 1.00 X 0 0 0 THOMAS RILEY DIRECTOR 1.00 X 0 0 0 IAN ROSENBAUM DIRECTOR 1.00 X 0 0 0 ALFRED I TAUBER PRESIDENT, D 10.00 X X 0 0 0 80478 false false false 299639 299639 MUSIC RESIDENCY EVENTS 711130 555209 555209 APPLICATION FEES 15060 15060 PROGRAM MERCHANDISE SALES 5833 5833 CANCELLATION FEES 400 400 576502 35396 35396 245142 240171 4971 4971 4971 58654 24646 34008 ROOM RENTALS 531110 27824 27824 27824 978340 616869 27824 8625 8625 410 410 454030 316625 137405 10383 10383 27295 26189 1106 18014 18014 83644 83644 15000 15000 24027 8000 16027 18755 2855 15439 461 311488 285623 8187 17678 5315 1913 2100 1302 174277 169993 4284 26477 26477 MISCELLANEOUS 2907 -1807 4714 1180647 818426 342780 19441 122258 207131 13608 22857 31602 7138038 1991197 5285153 5146841 1424237 1459113 3175 6868113 6847862 6598 185 50766 69794 57364 69979 X 6785749 6728577 25000 49306 6810749 6777883 6868113 6847862 X -202307 100468 68973 X true false false X 1910 267706 401212 307147 299639 1277614 5617 39534 221401 381240 670552 1318344 7527 307240 622613 688387 970191 2595958 2595958 86063 5276 23625 20155 40367 175486 23221 21406 10331 17922 27824 100704 109284 26682 33956 38077 68191 276190 116811 333922 656569 726464 1038382 2872148 0.90380 0.86500 0.10000 0.10000 X 928049 928049 6209989 1991197 4218792 5146841 UNEARNED REVENUE 51434 ACCRUED LIABILITIES 18360 69794 GALA 58654 58654 9797 14849 58654 58654 9797 14849 24646 34008 false TOWN OF BOSCAWEN 116 N MAIN STREET BOSCAWEN NH 03303 026000081 GOV 8025 TAUBER FAMILY OFFICE LLC MEMBER 43014 BACKOFFICE SUPPORT false SCHEDULE L, PART V TAUBER FAMILY OFFICE PROVIDES BACK OFFICE SUPPORT SERVICES INCLUDING ACCOUNTING, PAYROLL PROCESSING AND TAX COMPLIANCE, TAX COMPLIANCE AND REPORTING, INVESTMENT MANAGEMENT SERVICES, STATE TAX EXEMPT COMPLIANCE SUPPORT AND REPORTING, TAX REPRESENTATION, BOARD SUPPORT AND EXECUTIVE TRAINING SERVICES. FORM 990 - ORGANIZATION'S MISSION TO OFFER PROFESSIONAL MUSICIANS THE OPPORTUNITY TO FORGE THEIR MUSICAL IDENITIES THROUGH AN IN-PERSON MUSIC RESIDENCY PROGRAM THAT INCORPORATES COLLABORATIVE ACTIVITIES AND OTHER EDUCATIONAL ACTIVITIES. FORM 990 FORM 990 SCHEDULE A CHANGE OF STATUS AVALOCH, WAS HISTORICALLY IDENTIFIED AS A "SCHOOL" BASED ON ITS ORIGINAL OPERATING MODEL AT INCEPTION. WHILE CERTAIN FOUNDATIONAL PROGRAMS WERE STRUCTURED TO RESEMBLE A SCHOOL ENVIRONMENT, THE BOARD SUBSEQUENTLY DETERMINED THAT AVALOCH'S MISSION AND PUBLIC BENEFIT EXTEND WELL BEYOND A TRADITIONAL, LOCATION BASED EDUCATIONAL INSTITUTION. ADVANCEMENTS IN MOBILE AND DIGITAL TECHNOLOGY-ACCELERATED FOLLOWING THE COVID 19 PANDEMIC-HAVE ENABLED AVALOCH TO SIGNIFICANTLY EXPAND ITS REACH BEYOND NEW HAMPSHIRE AND TO SERVE BROADER NATIONAL AND INTERNATIONAL COMMUNITIES. NEARLY ALL RESIDENT ENSEMBLES NOW ENGAGE IN EXTENSIVE COMMUNITY OUTREACH, INCLUDING PERFORMANCES AT NURSING HOMES, RETIREMENT COMMUNITIES, PUBLIC SCHOOLS, COMMUNITY CENTERS, HOSPICE FACILITIES, SOUP KITCHENS, AND PUBLIC EVENTS, AS WELL AS THROUGH DIGITAL MEDIA DISSEMINATED GLOBALLY. ACCORDINGLY, IN 2025, AVALOCH UPDATED ITS PUBLIC CHARITY CLASSIFICATION FROM "SCHOOL" TO "PUBLICLY SUPPORTED CHARITY" TO BETTER REFLECT THE EVOLUTION OF ITS MISSION AND PROGRAMMING. THIS RECLASSIFICATION DOES NOT REPRESENT A MATERIAL CHANGE TO AVALOCH'S EXEMPT PURPOSE OR OPERATIONS, NOR DOES IT AFFECT ITS STATUS AS A PUBLIC CHARITY. RATHER, IT REFLECTS A CHANGE IN THE BASIS FOR PUBLIC CHARITY STATUS TO ALIGN WITH CURRENT ACTIVITIES. THE BOARD BELIEVES IT IS THEREFORE APPROPRIATE TO REVISE AVALOCH'S SCHEDULE A CLASSIFICATION FROM A "SCHOOL" TO AN ORGANIZATION THAT NORMALLY RECEIVES MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, RESIDENCY FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS. THIS TREATMENT IS ALSO CONSISTENT WITH NEW HAMPSHIRE'S PRACTICAL DISTINCTION BETWEEN A "SCHOOL- AND AN EDUCATIONAL CHARITABLE ORGANIZATION. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDE CONCERT COORDINATION ASSISTANCE AND RELATED SERVICES FOR NO COMPENSATION. FORM 990, PAGE 2, PART III, LINE 4D AVALOCH FARM MUSIC INSTITUTE "MUSIC RESIDENCY PROGRAM" PROVIDES A UNIQUE ENVIRONMENT FOR CHAMBER MUSIC AND JAZZ ENSEMBLES AT ANY STAGE OF DEVELOPMENT TO HAVE THE TIME AND SPACE IN A RURAL CAMPUS SETTING TO WORK INTENSIVELY ON REPERTORIE, PREPARE FOR RECORDINGS,CONCERTS AND COMPETITIONS, WORK WITH COMPOSERS ON COMMISSIONS, AND FORGE OR RECONNECT GROUP MUSICAL IDENITY. IN ADDITION,AVALOCH FARM INTENDS TO PROVIDE A SETTING FOR ARTS AND EDUCATIONAL ORGANIZATIONS TO MEET AND CONCENTRATE ON THEIR PARTICULAR MISSION. FORM 990, PAGE 6, PART VI, LINE 6 ALFRED I. TAUBER AND PAULA L. FREDERIKSEN ARE THE MEMBERS OF THE CORPORATION FOR THEIR RESPECTIVE LIFETIMES AND MAINTAIN THE RIGHT TO ELECT THE DIRECTORS OF THE CORPORATION. FORM 990, PAGE 6, PART VI, LINE 7A ALFRED I. TAUBER AND PAULA L. FREDRIKSEN ARE THE MEMBERS OF THE CORPORATION FOR THEIR RESPECTIVE LIFETIME; AND EACH HAS THE RIGHT TO ELECT THE DIRECTORS. THE DIRECTORS ACT AT ALL TIMES TO PURSUE THE CHARITABLE AND EDUCATIONAL OBJECTIVES OF THE CORPORATION CONSISTENT WITH THEIR FIDUCIARY RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 11B THE IRS FORM 990 IS PREPARED BY THE ACCOUNTANT AND REVIEWED BY MANAGEMENT. WHEN BOTH PARTIES ARE SATISFIED WITH THE IRS FORM 990 DRAFT RETURN IT IS THEN PRESENTED TO THE MEMBERS OF THE CORPORATION FOR FINAL REVIEW AND APPROVAL. THE FINAL IRS FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT THE ANNUAL MEETING AND INCORPORATED INTO THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR THE INSTITUTES'S CONFLICT OF INTEREST POLICY (WHICH IS ALSO MADE AVAILABLE FOR FREE ON THE INSTITUTES' WEBSITE) IS PROVIDED TO THE MEMBERS, DIRECTORS, EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND REPORT ALL POTENTIAL CONFLICTS OF INTEREST. ALL POTENTIAL CONFLICTS WILL BE EVALUATED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION IS A CONFLICT, THE BOARD EXAMINES THE TRANSACTION AND A VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES)AS TO WHETHER THE INSTITUTE WILL ENTER INTO THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A NO MEMBER OR DIRECTOR RECEIVES ANY FORM OF COMPENSATION FOR THEIR SERVICES. THE BOARD OF DIRECTORS DETERMINE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR ("ED"). THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE ED AND MAY ADJUST COMPENSATION BASED ON A NUMBER OF FACTORS INCLUDING BUT NOT LIMITED TO LOCAL MARKET CONDITIONS IN NEW HAMPSHIRE, FINANCIAL CONDITION OF THE INSTITUTE, COMPARABLE COMPENSATION STUDY USING AVAILABLE PUBLIC INFORMATION FOR SIMILAR INSTITUTIONS, EXPECTED INFLATION, AS WELL AS SPECIFIC ORGANIZATIONAL AND FINANCIAL PERFORMANCE GOALS THAT ARE CONSISTENT WITH THE INSTITUTE'S CHARITABLE MISSION AND PURPOSE. THIS PROCESS INVOLVES THE EVALUATION OF THE ED'S AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM THE IRS FORM 990 OF SIMILAR ORGANIZATIONS. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 15B SEE ABOVE DESCRIPTION OF COMPENSATION PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS)AND ITS ANNUAL COMPILED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE INSTITUTE WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. IN ORDER TO COMPLY WITH FEDERAL AND STATE PRIVACY LAWS, THE INSTITUTE WILL AT ITS SOLE DISCRETION REDACT SENSITIVE AND/OR PERSONALLY IDENTIFIABLE INFORMATION BEFORE RESPONDING TO INFORMATION REQUESTS. THE INSTITUTE CHARGES FOR THE COPIES OF GOVERNING DOCUMENTS AND OTHER INFORMATION REQUESTS IN ACCORDANCE WITH IRS REGULATIONS. FORM 990, PART XI, LINE 9 CHANGE IN NET INVESTMENT INCOME 0 INCOME WITH DONOR RESTRICTIONS 67,534 BOOK TAX DEPRECIATION ADJ 1,439 RELEASE OF ASSETS WITH DONOR RESTRICTIONS 0 TOTAL 68,973