2026-07-14T08:21:52-05:00 2025-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-09-01 133735185 HERBERT BERGHOF STUDIO INC HERB 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE STEGALL PRESIDENT 2126752370 2026-07-10 1 0 JENNIFER COATES P02247728 2126972299 2024 2025-03-06 01:10:19Z HB STUDIO MARIE-LOUISE STEGALL 120 BANK STREET NEW YORK NY 10014 2112359 0 X WWW.HBSTUDIO.ORG X 1945 NY TO PROVIDE TRAINING AND PRACTICE IN THE THEATRICAL PERFORMING ARTS. 8 8 96 15 0 0 367901 233477 1917511 1750248 18812 65412 7712 24544 2311936 2073681 144229 161716 0 0 1635715 1573080 138853 92413 163230 737276 780731 2656073 2607940 -344137 -534259 1895238 1507540 828686 975227 1066552 532313 X HB STUDIO, FOUNDED IN 1945 BY HERBERT BERGHOF AND UTA HAGEN, IS AN ARTISTIC HOME FOR ACTORS, PLAYWRIGHTS AND DIRECTORS AT EVERY LEVEL OF ACHIEVEMENT. WE PROVIDE A HAVEN FOR WORKING PROFESSIONALS, FREE FROM COMMERCIAL PRESSURES. (CONTINUED ON SCHEDULE O) 0 0 1980258 161716 1750248 (A) THE UTA HAGEN INSTITUTE FOR FULL TIME STUDY:ALL FY25 PROGRAMS WERE HELD IN-PERSON.(I) HAGEN SUMMER INTENSIVE: 6-WEEK, 5-DAY, FULL-TIME INTENSIVE PROGRAM FOCUSED ON UTA HAGEN'S APPROACH TO ACTING TECHNIQUE AND REHEARSAL PROCESS. 6/23/25 TO 8/01/25, 12 STUDENTS SERVED, 10 SCHOLARSHIPS GRANTED.(II) HAGEN TEACHERS LAB: A FIVE-DAY INTENSIVE FULL-TIME PROGRAM FOR ACTORS AND EDUCATORS INTERESTED IN TEACHING UTA HAGEN'S ACTING EXERCISES AND METHODOLOGY 08/11/25 TO 8/15/25, 12 STUDENTS SERVED, 2 SCHOLARSHIPS GRANTED. TRAVEL EXPENSES FOR 1 UTA HAGEN AWARD RECIPIENT WERE SPONSORED BY THE COLLEGE OF FELLOWS OF THE AMERICAN THEATRE.(CONTINUED ON SCHEDULE O)(B) STUDIO CLASSES FOR TRAINING AND PRACTICE: FALL, WINTER, SPRING, AND SUMMER TERMS: ACTING, ACTING IMPROVISATION, ACTING ON CAMERA, SCENE STUDY, ACTING TECHNIQUE, MOVEMENT & THE BODY, MUSICAL THEATER & SINGING, SPEAKING VOICE, SPEECH, DIRECTING, PLAYWRITING, AND MORE. 3231 ENROLLMENTS, IN 272 CLASSES/YEAR, SEPTEMBER THROUGH AUGUST, 1520 STUDENTS SERVED, 74 SCHOLARSHIPS GRANTED, 267 WORK-STUDY GRANTS. CLASSES WERE OFFERED IN BOTH ONLINE AND IN-PERSON FORMATS.(C) HB STUDIO SPECIAL WORKSHOPS: IN ADDITION TO THE REGULAR TERM-LENGTH STUDIO CLASS SCHEDULE, HB OFFERED SHORT TERM (1-5 SESSIONS) SKILL BUILDING AND SPECIAL FOCUS WORKSHOPS. 696 ENROLLMENTS IN 64 WORKSHOPS, 462 STUDENTS SERVED, 2 SCHOLARSHIPS GRANTED, 33 WORK-STUDY GRANTS. WORKSHOPS WERE CONDUCTED IN BOTH ONLINE AND IN-PERSON FORMATS FROM SEPTEMBER 16 THROUGH THE YEAR'S END.(D) RESIDENCY PROJECTS: HB STUDIO'S RESIDENCY PROGRAM PROVIDES SPACE FOR ARTISTS TO REHEARSE AND PRESENT A NEW WORK AT AN EARLY- TO MID-STAGE OF DEVELOPMENT WITH THE PRODUCTION CAPABILITY OF THE HB PLAYWRIGHTS FOUNDATION THEATER. SIX(6) WEEK-LONG RESIDENCIES, FEATURING 54 ARTISTS, CULMINATING IN A PUBLIC PRESENTATION. RESIDENCY PROJECTS INCLUDED: SONS OF AN UNKNOWN FATHER (2/3/25-2/9/25); PYRRHA, THE POET, AND PLANET EARTH (3/31/25-4/6/25); DIVERGENTS: QUE HARIAS POR AMOR?(6/9/25-6/15/25); MY BODY SAYS NO (6/23/25-6/29/25); WAITING: A QUEER BLACK TRAGICOMEDY IN TWO ACTS (7/7/25-7/13/25); AND LUCHA LIBRE (7/21/25-7/27/25); HB ALSO HOSTED ACTING OUT AND CONCH SHELL PRODUCTIONS. ACTING OUT IS A RESIDENT COMPANY OF FORMERLY INCARCERATED PERSONS THAT PRESENTED THE ODETS PROJECT (1/18/25-1/19/25), AN ACTING OUT BOOK EVENT (5/4/25), AND RICH: SONGS OF LOVE AND OUTRAGE (8/3/25). CONCH SHELL PRODUCTIONS IS A RESIDENT COMPANY SUPPORTING EMERGING VOICES OF THE CARIBBEAN DIASPORA AND THE CARIBBEAN THEATRE AND FILM SCENE AND PRESENTED ITS NEW WORKS FESTIVAL (12/6/24-12/7/24). HB ALSO HOSTED SPIDERWOMAN THEATER, THE OLDEST CONTINUALLY RUNNING INDIGENOUS FEMINIST THEATER COMPANY IN THE AMERICAS, WHICH PRESENTED A STORYWEAVING WORKSHOP PERFORMANCE (5/16/25-5/17/25), AND BASEMENT THEATRICS, AN EMERGING THEATRE COLLECTIVE DEDICATED TO THE DEVELOPMENT OF NEW WORK THROUGH READINGS, WORKSHOPS, PRODUCTIONS, AND ARTIST-CENTERED COMMUNITY PROGRAMMING. THESE RESIDENCY PROJECTS AND HOSTED COMPANIES ENGAGED 137 ARTIST, PRESENTED 17 PUBLIC PERFORMANCES AND PRESENTATIONS, AND SERVED AN AUDIENCE OF 714.(E) COMMUNITY PARTNERSHIP: WINSTON TRANSITIONSHB PARTNERED WITH NONPROFIT PRIVATE NYC-BASED WINSTON PREPARATORY SCHOOL, AN INNOVATIVE DAY SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES. HB TEACHING ARTISTS WORKED WITH STUDENTS IN WINSTON'S 'TRANSITIONS' PROGRAM--THOSE WHO HAVE GRADUATED FROM 12TH GRADE, BUT NEED ADDITIONAL SUPPORT TO TRANSITION TO THE WORKFORCE OR COLLEGE. THE PROGRAM SERVED 30 YOUNG ADULTS, WITH 13 60-MINUTE SESSIONS OVER 9 MONTHS, USING ACTORS' TOOLS TO SUPPORT SELF-EXPRESSION, INDEPENDENT LEARNING, COMMUNICATION AND SOCIAL SKILLS. HB ALSO WELCOMED AN INTERN FROM WINSTON TO WORK ON-SITE IN THE STUDIO'S OFFICE TO TRAIN IN WORKPLACE SKILLS.(F) PUBLIC PROGRAMS: THEATER PROGRAM(I) HB STUDIO WORKS-IN-PROGRESS PRODUCTIONS AND PUBLIC EVENTS:TWENTY EIGHT (28) PUBLIC EVENTS OVER 32 DATES, FEATURING 367 ARTISTS AND SERVING AN AUDIENCE OF 794. SINGING VOICE PRESENTATIONS, 11/21/24, 3/11/25, 3/13/25, 3/16/25, 5/27/25, 6/1/25, 8/17/25; ACTING THE SONG PRESENTATIONS, 11/22/24, 3/12/25, 3/14,/25, 5/30/25, 6/2/25; INDEPENDENT STUDY PROJECT LAB PRESENTATIONS, 11/24/24, 3/12/25, 6/3/25, 8/20/25; ACTING FOR TEENS PRESENTATIONS, 11/24/24, 3/23/25, 6/1/25; STAGE COMBAT PRESENTATION, 3/18/25; PLAYWRITING WORKSHOP WITH JOSE RIVERA, 5/9/25; BEHIND THE STUDIO DOORS OPEN HOUSES, 3/15/25, 5/31/25; TESTIMONY: THEATRE AS WITNESS TO OUR TIMES, 4/22/25; AMERICAN SCOREBOARD, 5/19/25; HB STUDIO TONY AWARD VIEWING PARTY, 6/8/25; VELVET RAGE: A QUEER-ASS PLAY, 6/19/25-6/22/25; RICH: SONG OF LOVE AND OUTRAGE, 8/3/25; AND THE HELEN GALLAGHER MEMORIAL, 8/4/25.(II) WORKS-IN-PROGRESS READINGS:HB HOSTED EIGHT(8) STAGED READINGS OF NEW FULL-LENGTH PLAYS AND ESTABLISHED WORKS IN DEVELOPMENT PRESENTED IN THE HB PLAYWRIGHTS THEATRE AND THE HELEN GALLAGHER STUDIO THEATRE, FEATURING 56 ARTIST, TO A TOTAL AUDIENCE OF 197. READINGS FEATURED: VELVET RAGE: A QUEER ASS PLAY (4/12/25), RHINOCEROS (4/9/25), IMPLICIT MEMORY SYSTEM: A JUNGIAN FARCE (4/26/25),BHAI BHAI BHAI (5/11/25), ACCIDENTAL DEATH OF AN ANARCHIST (5/17/25), THE AUDITIONEERS (5/18/25), EXIT THE KING (5/31/25), AND STAY CALM (6/7/25).(III) MODERATED PUBLIC TALKS: PUBLIC CONVERSATIONS WITH ARTISTS ABOUT CONTEMPORARY THEATER CONCERNS. FOUR(4) PUBLIC TALKS WERE HELD IN FY25, FEATURING 22 ARTISTS AND SERVING AN AUDIENCE OF 106. TOPICS INCLUDED: A CONVERSATION WITH MAX CASELLA AND MICHAEL BECKETT (3/9/25); CROWDFUNDING FOR CREATIVES: TURNING COMMUNITY INTO CAPITAL WITH ZAQ LATINO (5/3/25); THE INTERNATIONAL STUDENT ROUNDTABLE (5/24/25); AND A CONVERSATION WITH HADI TABBAL (6/1/25); AND THREE(3) PODCAST CONVERSATIONS (HB INSIGHT SERIES): THE TESTIMONY PROJECT, PT.1: THEATRE AS A WITNESS TO OUR TIMES WITH FRANK WOOD AND EMILY ADLER; THE TESTIMONY PROJECT, PT.2: NOEL COWARD'S LEGACY AT HB STUDIO WITH ALAN PALLY AND FRANK WOOD; AND THE TESTIMONY PROJECT, PT.3 WITH TINA SATTER AND FRANK WOOD. 1980258 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 8 0 1 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHRISTOPHER HIBMA 2126752370 120 BANK STREET NEW YORK NY 10014 MARIE-LOUISE SILVA STEGALL PRESIDENT 1.00 X X 0 0 0 JESSICA DOUIEB VICE PRESIDENT 1.00 X X 0 0 0 WALLACE JOHNSON TREASURER 1.00 X X 0 0 0 ALISON LONSHEIN SECRETARY 1.00 X X 0 0 0 THEODORE S BERGER BOARD MEMBER 1.00 X 0 0 0 JEFFREY GARDERE BOARD MEMBER 1.00 X 0 0 0 STANISLAS GOLDENBERG BOARD MEMBER 1.00 X 0 0 0 ALAN PALLY BOARD MEMBER 1.00 X 0 0 0 VERDERY ROOSEVELT BOARD MEMBER 1.00 X 0 0 0 IGNA ROMASHKINA BOARD MEMBER 1.00 X 0 0 0 EDITH MEEKS TO 22025 EXECUTIVE/ ARTISTIC DIRECTOR 40.00 X 54283 0 32201 54283 0 32201 0 0 0 0 0 40000 193477 233477 TUITION INCOME 711190 1725941 1725941 STUDIO RENTAL INCOME 900099 12568 12568 REGISTRATION FEES 711190 11739 11739 1750248 34090 34090 70000 38678 31322 31322 31322 MISCELLANEOUS REVENUE 900099 24544 24544 24544 2073681 1750248 0 89956 161716 161716 82646 37191 33885 11570 1267358 1124705 108187 34466 87081 78772 6326 1983 135995 117408 14043 4544 11982 11982 124399 124399 92413 92413 108711 1360 107351 82118 81788 132 198 28030 23305 2973 1752 29326 24952 3335 1039 34236 26020 6504 1712 23164 17605 4401 1158 47253 35912 8978 2363 32526 24720 6180 1626 REPAIRS AND MAINTENANCE 131503 99942 24986 6575 ACCOMPANIST FEES 70568 70568 CREDIT CARD FEES 50963 49162 135 1666 5952 5132 655 165 2607940 1980258 464452 163230 138114 177568 322508 63355 125965 14120 9332 1776 14044 21001 2580414 1753077 878293 827337 406982 402383 1895238 1507540 224998 161883 250703 287324 282858 388771 70127 137249 828686 975227 X 882445 453566 184107 78747 1066552 532313 1895238 1507540 -534259 20 0 X 0 1 X 1 0 X 736351 1015773 312525 367901 233477 2666027 1540350 1695412 1912726 1917511 1750248 8816247 2276701 2711185 2225251 2285412 1983725 11482274 71500 17050 49550 20395 135175 293670 0 71500 17050 49550 20395 135175 293670 11188604 11301 20685 15036 18812 34090 99924 11301 20685 15036 18812 34090 99924 10830 1774 5785 7712 24544 50645 2298832 2733644 2246072 2311936 2042359 11632843 0.96180 0.97300 0.00860 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12600 12600 12600 12600 12600 12600 12600 12600 12600 12600 1.00000 0 0 308750 308750 1235000 1018875 216125 852517 560757 291760 139082 128380 10702 45065 45065 0 827337 DUE TO HB PLAYWRIGHTS FOUNDATION 137249 137249 PART V, LINE 4: THE ENDOWMENT FUNDS MAY BE USED TO GENERATE INVESTMENT INCOME TO PROVIDE SCHOLARSHIPS FOR THEATRICAL MOVEMENT STUDY. X X X X X X X 1 KATE TAYLOR UNLIMITED LLC 26 SOUTH ECKAR ST IRVINGTON NY 10533 GRANT WRITING 0 63434 53760 9674 ADVANCED NYC INC PO BOX 445 PLEASANTVILLE NY 10570 DEVELOPMENT CONSULTANT 0 41818 38653 3165 105252 92413 12839 NY 1 SCHOLARSHIPS 48 21213 TUITION VALUE SCHOLARSHIPS WORK-STUDY 161 140503 TUITION VALUE STUDENT ASSISTANTS PART I, LINE 2: SCHOLARSHIPS ARE GRANTED BASED ON CONSIDERATION OF STUDENTS' NEED AND MERIT (TALENT, POTENTIAL, PERFORMANCE, AND COMMITMENT). SCHOLARSHIPS ARE PROVIDED WITH THE AIM TO LIFT BARRIERS TO ENTRY FOR STUDENTS OF LIMITED INCOME AND TO OFFER SUPPORT TO THOSE FOR WHOM, AT ANY AGE, CREATIVE ENGAGEMENT WOULD PROVIDE SIGNIFICANT OPPORTUNITY AND IMPACT FOR THEIR WELLBEING AND ADVANCEMENT. STUDENTS SUBMIT AN APPLICATION, AND A TEACHER'S RECOMMENDATION, PROFESSIONAL REFERENCE OR PANEL AUDITION/ASSESSMENT IS REQUIRED. IN THE FORM FOR SCHOLARSHP APPLICATIONS, TEACHER RECOMMENDATIONS, AND AUDITION PANEL ASSESSMENTS, THE FOLLOWING CRITERIA ARE ADDRESSED: GOALS, PERFORMANCE, ATTENDANCE, PARTICIPATION, TALENT, POTENTIAL, EFFORT AND COMMITMENT. STUDENTS INDICATE THE CLASS(ES) FOR WHICH THEY ARE REQUESTING SUPPORT. SCHOLARSHIPS ARE ENTERED AS DISCOUNTS IN THE STUDIO'S REGISTRATION SYSTEM AND MAY ONLY BE APPLIED TO ENROLLMENTS FOR HB STUDIO CLASSES. TWO TYPES OF WORK-STUDY AWARDS ARE GRANTED: KEY STUDENTS (KEYS) AND STUDIO ASSISTANTS (SAS). STUDIO ASSISTANTS ASSIST WITH ADMINISTRATIVE AND VENUE SUPPORT TASKS; KEY STUDENTS ASSIST TEACHERS IN THE CONDUCT OF THE CLASS; IN EXCHANGE, SAS AND KEYS RECEIVE FREE ENROLLMENT IN ONE COURSE DURING THE TERM. SA POSITIONS ARE AWARDED IN THE SAME PROCESS AS WITH SCHOLARSHIPS. ANY STUDENT MAY SUBMIT A STATEMENT OF INTEREST TO BECOME A KEY; KEY STUDENT POSITIONS ARE GRANTED BASED ON TEACHERS' RECOMMENDATION, VETTED BY STAFF AND HB'S SCHOLARSHIP COMMITTEE, IN CONSIDERATION OF MERIT AND NEED, DEMONSTRATED PERFORMANCE AND COMMITMENT TO THE STUDIO'S MISSION. FORM 990, PART III, LINE 1 CREATED BY THEATER ARTISTS, WE BELIEVE IN A PROCESS OF TRAINING THAT IS ESSENTIAL TO ALL THE PERFORMING ARTS. WE UPHOLD A STANDARD OF PERFORMANCE THAT CAN PLAY A SIGNIFICANT ROLE IN THE NURTURING, GROWTH AND DEVELOPMENT OF ARTISTS WHO CAN CONTRIBUTE TO A THEATER THAT EXPRESSES THE SOCIAL, MORAL AND POLITICAL REALITIES OF THE WORLD IN WHICH WE LIVE. WE OFFER A RIGOROUS, WELL-ROUNDED, DIVERSE AND INCLUSIVE CURRICULUM OF STUDY FOR COMMITTED STUDENTS OF ALL LEVELS WHERE THE ACTOR'S UNIQUE POTENTIAL IS CULTIVATED AND ENCOURAGED. WE ARE COMMITTED TO PROMOTING DIVERSITY, EQUITY, ACCESSIBILITY, AND INCLUSION IN ALL ASPECTS OF OUR ORGANIZATION AND TO ERADICATE ALL SOURCES OF INEQUALITY AND DISCRIMINATION IN ORDER TO HELP CREATE A THEATER COMMUNITY THAT SHARES THIS COMMITMENT AND MAKES MEANINGFUL CONTRIBUTIONS TO A MORE EQUITABLE AND INCLUSIVE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE FULL BOARD, AND PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN A DISCLOSURE LETTER AT THE ANNUAL BOARD MEETING. IF THE BOARD DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION MUST BE APPROVED IN ADVANCE BY ONLY THOSE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY INTERESTED PERSON THEREFORE MUST RECUSE HIM OR HERSELF FROM CONSIDERATION OF THE TRANSACTION. HE OR SHE MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN. HE OR SHE FURTHERMORE MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. INTERESTED PERSONS, HOWEVER, MAY BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM EXISTS AT THE MEETING EVEN THOUGH THEY ARE TEMPORARILY ABSENT WHILE THE TRANSACTION IS CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS COMPENSATION FOR EXECUTIVE LEADERSHIP BY CONSIDERING BENCHMARKS BASED ON COMPARATIVE REVIEW OF NONPROFIT SALARIES. ON JULY 16,2025 THE BOARD APPROVED A CO-EXECUTIVE DIRECTOR LEADERSHIP STRUCTURE AND APPROVED THE SALARIES FOR THE CO-EXECUTIVE DIRECTOR, PROGRAMS; AND CO-EXECUTIVE DIRECTOR, OPERATIONS AND STRATEGY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HB PLAYWRIGHTS FOUNDATION 120 BANK STREET NEW YORK NY 10014 131999454 TO FURTHER THE CHARITABLE PURPOSES OF HERBERT BERGHOF STUDIO INC. NY 501(C)(3) LINE 12A, I HERBERT BERGHOF STUDIO INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 FORM 990, SCHEDULE R, PART V, LINES 1L, 1M, 1N, 1O, 1P AND 1Q THE ORGANIZATIONS SHARE OFFICES AND EMPLOYEES AND ARE NOT ABLE TO VALUE THE SERVICES PROVIDED AND RECEIVED.