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Nonprofit · EIN 13-5643627

CARAMOOR CENTER FOR MUSIC & THE ARTS INC

Tax-exempt · KATONAH, NY 10536

Financials

$6.2M$8.7M2023$7.4M$9.2M2024
Revenue Expenses · by fiscal year end
Financials of CARAMOOR CENTER FOR MUSIC & THE ARTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,442,122$9,245,161-$1,803,039$45,813,622$298,593$45,515,029
December 31, 2023990$6,167,706$8,680,355-$2,512,649$46,837,871$1,307,709$45,530,162
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,138,989
of which government grants
$104,550
Program service revenue
$1,565,316
Investment income
$2,150,308
Net rental income
$92,276
Net gain from sales of assets
$262,089
Net income from fundraising events
-$508,555
Net income from sales of inventory
-$522
Other revenue
-$412,491

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$978,505
Other salaries and wages
$1,874,801
Salaries, compensation and benefits (total)
$3,407,867
Professional fundraising fees
$0
Legal fees
$10,423
Accounting fees
$50,500
Occupancy
$182,408
Travel
$50,048
Depreciation
$960,514
Program services (functional)
$6,348,747
Management and general (functional)
$1,680,745
Fundraising (functional)
$1,215,669

Balance sheet and other

Total assets, start of year
$46,837,871
Total assets, end of year
$45,813,622
Total liabilities, end of year
$298,593
Net assets, end of year
$45,515,029
Land, buildings and equipment
$11,103,510
Publicly traded securities
$23,795,258
Net assets without donor restrictions
$16,109,804
Net assets with donor restrictions
$29,405,225
Gross unrelated business income
-$32
Gross receipts
$16,901,707
Employees
101
Volunteers
129
Year formed
1945
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Edward Lewis IIIPresident & CEO
Officer
65$333,461$26,979
Katherine SchumanVP, Artistic Director
Key employee
60$208,076$22,456
Tammy BelangerVP, CFO
Key employee
50$172,342$26,736
Tracy Tajbl VPDirector ofDevelopment, thru 8/7/2024
Officer
60$175,344$13,112
Marc Lowenstein Director ofMarketing & Communication
Highest-paid employee
40$104,481$519
James A Attwood JrChairman
Trustee or director, Officer
8$0$0
Peter KendVice Chairman
Trustee or director, Officer
4$0$0
Paul S BirdTreasurer
Trustee or director, Officer
2$0$0
Angela HainesSecretary
Trustee or director, Officer
2$0$0
Judy EvninChairman Emeritas
Trustee or director
3$0$0
Barry J AlperinTrustee
Trustee or director
1$0$0
James L AmineTrustee
Trustee or director
1$0$0
David BarberTrustee
Trustee or director
2$0$0
Jon BauerTrustee
Trustee or director
1$0$0
Len ChazenTrustee
Trustee or director
1$0$0
18 more people on this return
NameTitleHours / weekCompensation
Ian CookTrustee
Trustee or director
2$0
William CordianoTrustee
Trustee or director
8$0
Jane Phillips DonaldsonTrustee
Trustee or director
2$0
Lawrence ElowTrustee
Trustee or director
1$0
Susan W FreundTrustee
Trustee or director
1$0
Barbara GlauberTrustee
Trustee or director
1$0
Francis GoldwynTrustee
Trustee or director
1$0
Floy B KaminskiTrustee
Trustee or director
2$0
Jim LeeTrustee
Trustee or director
1$0
Stephen LimpeTrustee
Trustee or director
2$0
Nancy OffitTrustee
Trustee or director
1$0
Richard H O'LearyTrustee
Trustee or director
1$0
Mrs Andrew SaulTrustee
Trustee or director
1$0
Beth SpectorTrustee
Trustee or director
1$0
Nina StantonTrustee
Trustee or director
1$0
Deborah StilesTrustee
Trustee or director
2$0
Lisa WelchTrustee
Trustee or director
1$0
Ian WinchesterTrustee
Trustee or director
2$0
990 for the year ended December 31, 2023: 33 people
NameTitleHours / weekCompensationOther / benefits
Edward Lewis IIIPresident & CEO
Officer
65$328,461$19,590
Tracy TajblChief Development Officer
Officer
60$211,476$15,342
Katherine SchumanArtistic Director
Key employee
60$202,552$22,962
Tammy BelangerVP, CFO
Key employee
50$163,530$29,441
James A Attwood JrChairman
Trustee or director, Officer
8$0$0
Peter KendVice Chairman
Trustee or director, Officer
4$0$0
Paul S BirdTreasurer
Trustee or director, Officer
2$0$0
Angela HainesSecretary
Trustee or director, Officer
2$0$0
Judy EvninChairman Emeritas
Trustee or director
3$0$0
Barry J AlperinTrustee
Trustee or director
1$0$0
James L AmineTrustee
Trustee or director
2$0$0
David BarberTrustee
Trustee or director
1$0$0
Jon BauerTrustee
Trustee or director
1$0$0
Gail A BindermanTrustee, thru Oct. 2023
Trustee or director
1$0$0
William CordianoTrustee
Trustee or director
8$0$0
Ian CookTrustee
Trustee or director
2$0$0
Jane Phillips DonaldsonTrustee
Trustee or director
2$0$0
Lawrence ElowTrustee
Trustee or director
1$0$0
Susan W FreundTrustee
Trustee or director
1$0$0
Francis GoldwynTrustee
Trustee or director
1$0$0
Sandra S JoysTrustee, thru Oct. 2023
Trustee or director
1$0$0
Floy B KaminskiTrustee
Trustee or director
2$0$0
Deborah StilesTrustee
Trustee or director
1$0$0
Jim LeeTrustee
Trustee or director
1$0$0
Stephen LimpeTrustee
Trustee or director
2$0$0
Nancy OffitTrustee
Trustee or director
1$0$0
Richard H O'LearyTrustee
Trustee or director
2$0$0
Barbara GlauberTrustee
Trustee or director
1$0$0
Mrs Andrew SaulTrustee
Trustee or director
1$0$0
Lisa WelchTrustee
Trustee or director
1$0$0
Ian WinchesterTrustee
Trustee or director
2$0$0
Nina StantonTrustee
Trustee or director
1$0$0
Richard ZinmanTrustee, thru Oct. 2023
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
149 GIRDLE RIDGE RD, KATONAH, NY 10536-3815
Principal officer (990 for 2024)
Gillian Fox, PO Box 816, Katonah, NY 10536
Signed the 990
Gillian Fox, CEO
Phone
(914) 232-8425
Return prepared by
PKF O'Connor Davies Advisory LLC

Mission

Caramoor's mission is to enrich the lives of audiences through innovative and diverse musical performances of the highest quality, mentor young professional musicians, and engage children through interactive educational experiences that deepen their relationship to and understanding of music. These three fundamentalsmusic performance, musician mentoring, and music educationinfuse everything we do.

990 for the year ended December 31, 2024

Program accomplishments

  • Musical Performances - See Schedule O
    Expenses $4,098,146 · revenue $1,261,922
  • Rosen House, Gardens and Estate - See Schedule OAnother significant achievement for Caramoor in 2024 was the strong debut of Focus Tours at the Rosen House. These tours are conducted to further our mission to provide arts education to the public. Jessa Krick the Director of Interpretation, Collection, and Archives at the Rosen House, curates a new tour each year which highlights timely themes and revelations uncovered by invigorated research - mining the rich archives of the Rosen House. The Focus Tours breathe fresh life into historical art and objects, uncovering hidden narratives, forgotten contexts, and evolving interpretations that resonate with modern audiences. The 2024 Focus Tour magnified the significant number of works at Caramoor by and about women artists, many of whom Walter and Lucie Rosen considered friends. The docent-led tours taught visitors about the artists including painters, sculptors, and performers and their work revealed by new, fascinating research gleaned from Mrs. Rosen's diaries and correspondence. The Rosen House attracted 4,000 visitors in 2024.
    Expenses $1,377,483 · revenue $241,404
  • Education/Mentoring - See Schedule OCollaborations with local organizations strengthened our commitment to inclusivity, ensuring Caramoor remains a place where audiences from diverse backgrounds feel welcomed and inspired. Educational programs like Evnin Rising Stars, Schwab Vocal Rising Stars, and Terra Quartet's residency, nurtured emerging talent and children's concerts introduced young listeners to the joy of live music. Caramoor continues to enhance cultural vibrancy and create meaningful artistic experiences for the public. Caramoor's mentoring program provides opportunities for emerging talent to learn from established professionals, cultivating creativity, career growth, and artistic innovation. Since its founding in 1992, our mentoring program has been at the heart of our mission, providing young professional musicians with the opportunity to develop their artistry, gain invaluable performance experience, and engage with audiences in meaningful ways. Each year, the program brings these emerging artists to the stage, offering them the platform and guidance needed to refine their craft, expand their professional networks, and prepare for successful careers in the music industry. Through thoughtfully curated public performances, we not only share exceptional music with our audiences but also ensure that the legacy of musical excellence continues to thrive for future generations. In the 2024 season, we continued Caramoor's tradition of mentoring young artists through various programming and performances. One example is the Ernst Stiefel String Quartet-in-Residence: one up-and-coming string quartet is chosen each year to complete a year-long residency at Caramoor. This year's quartet, the Terra String Quartet, has visited ten schools as part of our Student Strings program. The quartet also performed concerts at the schools and at Caramoor. Approximately 700 students were served by Caramoor's Education program in 2024.
    Expenses $873,118 · revenue $61,468

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-5643627
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1946
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$45,813,622
Income (IRS master file)
$16,901,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,442,122$9,245,161$45,813,622XML
990-TDecember 2024–––IRS
990December 2023$6,167,706$8,680,355$46,837,871XML
990-TDecember 2023–––IRS
990December 2022$5,678,968$8,469,144$45,359,034IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-5643627).

Questions about CARAMOOR CENTER FOR MUSIC & THE ARTS INC

What is the EIN of CARAMOOR CENTER FOR MUSIC & THE ARTS INC?
The employer identification number (EIN) of CARAMOOR CENTER FOR MUSIC & THE ARTS INC is 13-5643627.
Is CARAMOOR CENTER FOR MUSIC & THE ARTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Are donations to CARAMOOR CENTER FOR MUSIC & THE ARTS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARAMOOR CENTER FOR MUSIC & THE ARTS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CARAMOOR CENTER FOR MUSIC & THE ARTS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARAMOOR CENTER FOR MUSIC & THE ARTS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CARAMOOR CENTER FOR MUSIC & THE ARTS INC?
The 990 for the year ended December 31, 2024 names Gillian Fox.
Who are the officers and directors of CARAMOOR CENTER FOR MUSIC & THE ARTS INC?
The 990 for the year ended December 31, 2024 lists 33 people; 5 received compensation from the organization, the highest $333,461 (Edward Lewis III, President & CEO).
How much revenue does CARAMOOR CENTER FOR MUSIC & THE ARTS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,442,122, expenses of $9,245,161 and total assets of $45,813,622 at year end.

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