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Form 990
Department of the Treasury
Return of Organization Exempt From Income Tax UMIJ NO 154,-oo47
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code ( except private foundations) 2014 ► Do not enter social security numbers on this form as it may be made public Open to Public
Ins ectt'oInternal Revenue Service - Information about Form 990 and its instructions is at www. frs. ov, ,urm990. W
A For thq 2014 calendar year , or tax year beginning JUL 1 2014 and ending JUN 30 , 2015
B Check if C Name of organization D Employer identification number applicable
changes STRATHMORE HALL FOUNDATION , INC. 0 ânge Doin g business as 52-1233092 ^returrn Number and street (or P 0. box it mail is not delivered to street address) Room/suite E Telephone number
return/ 5301 TUCKERMAN LANE ( 301 ) 581- 5181 a,edin City or town, state or province, country,y and ZIP or foreign postal code G Gross receipts $ 12 , 046 , 811.
Dretuended NORTH BETHESDA , MD 2 0 8 5 2 H(a) Is this a group return Appha F Name and address of principal officer ELIOT PFANSTIEHL for subordinates Yes [Y] No pending
SAME AS C ABOVE H(b) Are all subordinates included Yes No I Tax-exem pt status ® 501 ( c )( 3 ) 0 501 ( c ) ( insert no. ) = 4947 ( a )( 1 ) or 527 If "No," attach a list (see instructions)
J Website : Do- WWW. STRATHMORE . ORG H (c ) Grou p exem ption number ► K Form of or anization: ® Corporation Trust 0 Association Other ► L Year of formation: 19 81 M State of le g al domicile- MD Part I Summary
y 1 Briefly describe the organization's mission or most significant activities SEE PART III , LINE 1 .
25 1 o (hor4 the hnv P1 if tha nrnarn7atinn riisrnnfint sari its nneratinns nr riicnnsatf of more than 95% of it,, net assets
N 0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 30
a 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 30 co
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) 5 287
6 Total number of volunteers (estimate if necessary) 6 400
Q 7 a Total unrelated business revenue from Part VIII, column (C), line 12 7a 17 , 450. b Net unrelated business taxable income from Form 990-T, line 34 7b -3 , 093.
Prior Year Current Year
8 Contributions and grants (Part VIII, line 1 h) 2 , 386 , 764. 4 , 147 , 954. 9 Program service revenue (Part VIII, line 2g) 4 , 362 , 207 . 4 , 849 , 415.
4) 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 269 , 041 . 259 , 209. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1 Oc, and 11 e) 277 , 646. 270 , 050. 12 Total revenue - add lines 8 throu g h 11 (must eq ual Part VIII, column (A) , line 12) 7 295 , 658. 9 526 , 628. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 0 . 0 .
14 Benefits paid to or for members (Part IX, column (A), line 4) 0 . 0.
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 3 347 , 159 . 3 3-52 , 372 . 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 . 0 .
Q CI- b Total fundraising expenses (Part IX, column (D), line 25) ► 614,803.x w 17 Other expenses (Part IX , column (A), lines 11 a 11 d,r a-f-24e) 4 , 649 , 194. 5 , 256 , 986.
18 Total expenses Add lines 13-17 (must equal Part 1 i
h r
, columr%F4%hna2VED 7 , 996 , 353. 8 609 , 358 . 19 Revenue less expenses Subtract line 18 from line 11 2 1 1 11 - 700 , 695. 917 , 270 .
^3^ NOV 2015 v Be g innin g of Curre nt Year End of Year
20 Total assets (Part X, line 16)
I
13 , 562 , 190. 14 678 , 560 . ¢^ 21 Total liabilities (Part X, line 26) I 1 5 2 8 13 0. 1 785 , 493 . z^ 22 Net assets or fund balances Subtract line 21 from I ne 20°002^ r 12 , 034 , 060. 1 12 , 893 , 067 . Fart 11 signature MOCK -
Under penalties of perjury, I Clare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and com claratlon o p based on all information of which preparer has any knowledge.
C^J
-4 Sign SI atu of officer
Here ELIOT PF STIEHL CEOLL-) Type or print name and title
O Pnnt/Type eparer's n me / Pr rer's s
Paid e/// / jvt
S, VAI
® Preparer Firm's name GEL ROSENBERG & FREE Use Only Firm's address , 4550 MONTGOMERY AVE SUIT
BETHESDA , MD 20814-2930
May the IRS discuss this return with the p re parer shown above (see Instruc
^l^ 432001 11-07-14 LHA For Paperwork Reduction Act Notice, see the sepa
Form 990 2014 STRATHMORE HALL FOUNDATION, INC. 52-1233092 Pa e2 Part III Statement of Program Service Accomplishments
Check if Schedule 0 contains a response or note to any line in this Part III 1XI
1 . Briefly describe the organization's mission
STRATHMORE PRESENTS AND PRODUCES EXEMPLARY VISUAL AND PERFORMING ARTS PROGRAMS FOR DIVERSE AUDIENCES, CREATES DYNAMIC ARTS EDUCATION EXPERIENCES, AND NURTURES NEW IDEAS AND CONVERSATIONS THAT ADVANCES
THE FUTURE OF THE ARTS.
2 Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ'? Yes ®No
If "Yes," describe these new services on Schedule 0
3 Did the organization cease conducting , or make significant changes in how it conducts , any program services? DYes ®No
If "Yes," describe these changes on Schedule 0
4 Describe the organization's program service accomplishments for each of its three largest program services , as measured by expenses
Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any , for each program service reported.
4a (code ) (Expenses $ 3 , 8 1 , 2 6 0 . including grants of $ ) (Revenue $ 3,221,212. ) PERFORMING ARTS - STRATHMORE CONTINUES TO MAINTAIN AND OPERATE A
WORLD-CLASS, 2,000-SEAT PERFORMING ARTS AND EDUCATION CENTER, FOR THE
COMFORT AND ENJOYMENT OF NEARLY 250,000 VISITORS YEAR ROUND. IT IS
DEDICATED TO INSPIRING CHILDREN TO EXPAND THEIR CREATIVITY AND
COMMITTED TO REACHING AND SERVING DIVERSE AUDIENCES THROUGH THE
PRESENTATION OF MORE THAN 150 CONCERTS, WORKSHOPS, CLASSES, AND
FESTIVALS EACH YEAR. IN FY15, STRATHMORE PRESENTED THE WASHINGTON
PREMIERES OF MUSIC OF TRANSFORMATION ( RADHE RADHE ) , LIGHTWIRE THEATRE,
AND BELLA GAIA, ORIGINAL ARTISTIC PRODUCT DEVELOPED FOR FAMILY
AUDIENCES. STRATHMORE RECEIVED EXTRAORDINARY VISIBILITY AND ACCLAIM
FOR THESE PERFORMANCES. STRATHMORE ALSO OPENED A NEW 250-SEAT VENUE -
AMP AT PIKE AND ROSE - ONE MILE FROM (SEE SCHEDULE 0, PAGE 43)
4b (Code ) (Expenses $ 1,090,058 . including grants of $ ) (Revenue $ 1,504,243. ) RETAIL AND OPERATION - STRATHMORE INTEGRATES THE LOCAL ARTIST COMMUNITY
INTO ITS PROGRAMS AND OPERATIONS THROUGH ITS GIFT SHOP, WHICH FEATURES
HANDMADE ITEMS AND WORK BY MEMBERS OF THE LOCAL CRAFT GUILDS, ITS TEA
ROOM, WHERE LOCAL MUSICIANS PERFORM WEEKLY, AND THROUGH ITS GALLERY
SALES PROGRAM, WHICH FEATURES THE WORK OF AND SALES SUPPORT LOCAL
VISUAL ARTISTS. OPERATIONS CONTINUE TO EFFICIENTLY SUPPORT THE
INCREASING NUMBER OF PERFORMANCES, SHOWS, EDUCATIONAL CLASSES AND
EVENTS ON THE 16 ACRE CAMPUS. WE ANNUALLY SUPPORT NEARLY 200 SHOWS IN
THE CONCERT HALL, CONCERTS FOR 20,000 MONTGOMERY COUNTY PUBLIC SCHOOL
STUDENTS, AND ALL-CAMPUS FESTIVALS FOR THOUSANDS OF PATRONS.
4c (Code ) (Expenses $ 899,719. including grants of $ ) (Revenue $ 299, 2 0 6.
VISUAL ARTS AND EDUCATION - VISUAL ART AT STRATHMORE EMBRACES ARTISTS IN EVERY MEDIUM AND FROM EVERY COUNTRY. IN FY15, A SERIES OF ORIGINAL EXHIBITIONS IN THE MANSION HONORED SEMINAL ARTISTS OF OUR TIME, BROUGHT NEW AUDIENCES TO OUR CAMPUS, AND HELPED SPOTLIGHT TALENTED LOCAL ARTISTS. THIS YEAR, STRATHMORE PRESENTED THE WORKS OF GRACE HARTIGAN, MEMBERS OF THE MARYLAND PASTEL SOCIETY, THE CREATIVE CRAFTS COUNCIL, AND OUR OWN FINE ARTISTS IN RESIDENCE. IN COLLABORATION WITH MCPS AND NEW YORK-BASED JAZZ REACH, STRATHMORE COMMISSIONED AND PRODUCED A NEW STUDENT CONCERT PROGRAM FOR 12,000 5TH GRADE STUDENTS TIED TO THEIR CURRICULUM LESSONS BASED ON BLUES AND JAZZ. THIS ORIGINAL SHOW INCLUDED LIVE PERFORMANCE, STUDENT AUDIENCE PARTICIPATION, VIDEO SEGMENTS ABOUT THE HISTORY OF THE BLUES, AND ( SEE SCHEDULE 0, PAGE 43)
4d Other program services (Describe in Schedule 0) (Expenses $ 78 01850* including grants of $ __ ) (Revenue $
4e Total program service expenses ► 6, 5 8 4, 8 8 7 .
ii?o°i4 SEE SCHEDULE 0 FOR CONTINUATION(S Form 990 (2014)
10251110 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION , 320651
if ist of Requi red
RE -12
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes, " complete Schedule A
2 Is the organization required to complete Schedule B, Schedule of Contributors`?
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office? If "Yes, " complete Schedule C, Part
4 Section 501( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year'? If "Yes," complete Schedule C, Part II
5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98.19 If "Yes," complete Schedule C, Part 111
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts' If "Yes, " complete Schedule D, Part
7 Did the organization receive or hold a conservation easement, including easements to preserve open space,
I
the environment, historic land areas, or historic structures' If "Yes, " complete Schedule D, Part Il
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets'? If "Yes, " complete
Schedule D, Part 111
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for
amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services'
If "Yes," complete Schedule D, Part IV
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments' If "Yes, " complete Schedule D, Part V
11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable
a Did the organization report an amount for land, buildings, and equipment in Part X, line 109 If "Yes," complete Schedule D,
Part VI
b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16' If "Yes," complete Schedule D, Part VII
c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16' If "Yes, " complete Schedule D, Part VIII
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16? If "Yes, " complete Schedule D, Part IX
e Did the organization report an amount for other liabilities in Part X, line 25'? If "Yes, " complete Schedule D, Part X
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740) If "Yes," complete Schedule D, Part X
12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
b Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
13 Is the organization a school described in section 170(b)(1)(A)(u)? If "Yes, " complete Schedule E
14a Did the organization maintain an office, employees, or agents outside of the United States'
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? If "Yes," complete Schedule F, Parts I and IV
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If "Yes," complete Schedule F, Parts II and IV
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals' If "Yes, " complete Schedule F, Parts Ill and IV
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11 e? If "Yes, " complete Schedule G, Part
18 Did the organization report more than $15,000 total of fundraising
I
event gross income and contributions on Part VIII, lines
1 c and 8a? If "Yes," complete Schedule G, Part /I
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a' If "Yes,"
complete Schedule G, Part Ill
20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
432003 11-07-14
92 Page3
Yes No
1 X
2 X
3 X
4 X
5 X
9
10 1 X
lie I X
X
X
15 X
16 X
17 X
18 X
19 X
20a X
20b Form 990 (2014)
3 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Form 990 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Page 4 Part IV Checklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts l and 11 21 X
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts l and 111 22 X
23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees' If "Yes," complete
Schedule J 23 X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 20029 If "Yes, " answer lines 24b through 24d and complete
Schedule K If "No ", go to line 25a 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds? 24c
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit
transaction with a disqualified person during the year? If "Yes, " complete Schedule L, Part I 25a X
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990 EZ? If "Yes, " complete
Schedule L, Part I 25b X
26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons'? If "Yes,"
complete Schedule L, Part Il 26 X
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If "Yes," complete Schedule L, Part 111 27 X
28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)
a A current or former officer, director, trustee, or key employee? If "Yes, " complete Schedule L, Part IV 28a X
b A family member of a current or former officer, director, trustee, or key employee? If "Yes, " complete Schedule L, Part IV 28b X
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 28c X
29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, " complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions' If "Yes," complete Schedule M 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations'
If "Yes," complete Schedule N, Part 1 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part 11 32 X
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301 7701-2 and 301 7701-3' If "Yes," complete Schedule R, Part 1 33 X
34 Was the organization related to any tax-exempt or taxable entity? If "Yes, " complete Schedule R, Part ll, lll, or IV, and
Part V, line 1 34 X
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)' 35a X
b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2 36 X
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes' If "Yes," complete Schedule R, Part VI 37 X
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19?
Note. All Form 990 filers are required to complete Schedule 0 38 X
Form 990 (2014)
432004 11-07-14
4 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
. 'Form 9II0 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pa e 5 Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this Part V
No
la Entgr the number reported in Box 3 of Form 1096 Enter -0- if not applicable la 150 b Enter the number of Forms W-2G included in line 1 a Enter -0- if not applicable lb 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners is X
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return 2a 287
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns' 2b X
Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year? 3a X
b If "Yes," has it filed a Form 990-T for this year? If "No," to line 3b, provide an explanation in Schedule 0 3b X
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)' 4a X
b If "Yes," enter the name of the foreign country 10-
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X
c If "Yes," to line 5a or 5b, did the organization file Form 8886-T' 5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions? 6a X
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible? 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a X
b If "Yes," did the organization notify the donor of the value of the goods or services provided' 7b X
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282^ 7c X
d If "Yes," indicate the number of Forms 8282 filed during the year 7d
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract'? 7f X
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h
8 Sponsoring organizations maintaining donor advised funds . Did a donor advised fund maintained by the N/A
sponsoring organization have excess business holdings at any time during the years 8
9 Sponsoring organizations maintaining donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966? N/A 9a
b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? N/A 9b
10 Section 501(c )(7) organizations. Enter
a Initiation fees and capital contributions included on Part VIII, line 12 N/A 10a
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b
11 Section 501(c )( 12) organizations. Enter
a Gross income from members or shareholders N/A 11a
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them) 11b
12a Section 4947(a)(1) non -exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041' 12a
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year N/A 12b
13 Section 501(c )(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state'? N/A 13a
Note . See the instructions for additional information the organization must report on Schedule 0
b Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans 13b
c Enter the amount of reserves on hand 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? 14a X
b I f "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 141)
Form 990 (2014)
432005 11-07-14
5 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
<' Form 900 (2014) STRATHMORE HALL FOUNDAT ION, INC. 52-1233092 Paoe 6 Part VI Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0 See instructions
Check if Schedule 0 contains a response or note to any line in this Part VI I-XI Section. A. Governing Body and Management
Yes No
la Enter the number of voting members of the governing body at the end of the tax year is 30
It there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule 0
b Enter the number of voting members included in line 1 a, above, who are independent lb 30 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? 2 X
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person? 3 X
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 X
5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 X
6 Did the organization have members or stockholders' 6 X
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body? 7a X
b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body? 7b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following
a The governing body? 8a X
b Each committee with authority to act on behalf of the governing body? 8b X
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
org anization's mailin g address? If "Yes " provide the names and addresses in Schedule 0 9 X
Section B. Policies his Section B requests information about policies not required by the Internal Revenue Code )
Yes No
10a Did the organization have local chapters, branches, or affiliates? 10a X
b if "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes' 10b
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990
12a Did the organization have a written conflict of interest policy? If "No, " go to line 13 12a X
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts' 12b X
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes, " describe
In Schedule 0 how this was done 12c X 13 Did the organization have a written whistleblower policy? 13 X
14 Did the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official 15a X
b Other officers or key employees of the organization 15b X If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions)
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? 16a X
b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exem p t status with res pect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed 01 -MD
18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 ( c)(3)s only) available
for public inspection Indicate how you made these available Check all that apply
El Own website ® Another ' s website ® Upon request 0 Other (explain in Schedule 0)
19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents , conflict of interest policy, and financial
statements available to the public during the tax year
20 State the name, address , and telephone number of the person who possesses the organization ' s books and records No-
JENNIFER SMITH - ( 301)581-5181 5301 TUCKERMAN LANE, NORTH BETHESDA , MD 20852
432006 11 - 07-14 Form 990 (2014) 6
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Form 990 2014 STRATHMORE HALL FOUNDATION INC. 52-1233092 Page 7 Part VII Compensation of Officers , Directors , Trustees , Key Employees, Highest Compensated
Employees , and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII 0
Section A. Officers, Directors, Trustees , Key Employees , and Highest Compensated Employees
la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year
• List all of the organization 's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid
• List all of the organization' s current key employees, if any See instructions for definition of "key employee " • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations
• List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations
• List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations
List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons
Check this box if neither the org anization nor any related or anization compensated an y current officer, director, or trustee
(A)
Name and Title
(B)
Average hours per
week
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation
from
(E)
Reportable compensation from related
(F)
Estimated amount of
other
(list any
hours for
related
organizations
below
line)
Z
_ o
2
'2
E I=
the organization
(W-2/1099-MISC)
organizations (W-2/1099-MISC)
compensation
from the
organization
and related
organizations
(1) DALE S. ROSENTHAL 2.00
CHAIR X X 0. 0 . 0 .
(2) ROBERT G. BREWER, JR. 2. 0 0
VICE CHAIR X X 0. 0 . 0 .
(3) CAROLYN P. LEONARD 2.00
SECRETARY X X 0. 0. 0,
(4) WILLIAM R. FORD 2.00
TREASURER X X 0. 0. 0,
(5) JOSEPH F. BEACH 1.00
DIRECTOR X 0 . 0 . 0 ,
(6) CATHY BERNARD 1.00
DIRECTOR X 0 . 0 . 0 ,
(7) DICKIE S. CARTER 1.00
DIRECTOR X 0 . 0 . 0 ,
(8) MARIA DARBY 1.00
DIRECTOR X 0 . 0 . 0 ,
(9) HOPE B. EASTMAN 1.00
DIRECTOR X 0 . 0 . 0 ,
(10) SUZANNE BRENNAN FIRSTENBERG 1. 0 0
DIRECTOR X 0 . 0 . 0 ,
(11) HON. NANCY FLOREEN 1.00
DIRECTOR X 0 . 0 . 0 ,
(12) BARBARA GOLDBERG GOLDMAN 1. 00
DIRECTOR X 0 . 0 , 0 ,
(13) SOLOMON GRAHAM 1.00
DIRECTOR X 0 . 0 , 0 ,
(14) NANCY E. HARDWICK 1.00
DIRECTOR X 0 . 0 , 0 ,
(15) PAUL L. HATCHETT 1.00
DIRECTOR X 0 . 0 , 0 ,
(16) STEVEN P. HOLLMAN 1.00
DIRECTOR X 0 . 0 , 0 ,
(17) FARIBA KASSIRI 1 • 0 0
DIRECTOR X 0 ,
432007 11 - 07-14 Form 990 (2014) 7
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION , 320651
,1 " Form 9&0.1,20141 STRATHMORE HALL FOUNDATION, INC. 52-1233092 Page 8
• ''" ` - section A . .,uicers uirectors , i rustees rse tm to ees ana nt nest l.om ensaiea tm to ees conunueo
(A) Name and title
(B) Average hours per week
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D ) Reportable
compensation from
(E) Reportable
compensation
from related
(F) Estimated amount of
other (list any
hours for
related
organizations
below
line)
-
o
o
^d
the
organization
(W-2/1099 MISC)
organizations
(W-2/1099-MISC)
compensation
from the
organization
and related
organizations
(18) SACHIKO KUNO 1.00
DIRECTOR X 0 . 0 . 0 .
(19) DELIA K. LANG 1.00
DIRECTOR X 0 . 0 . 0 .
(20) KAREN R. LEFKOWITZ 1.00
DIRECTOR X 0 . 0 . 0 .
(21) DAVID M.W. DENTON 1.00
DIRECTOR X 0 . 0 . 0 .
(22) HON. LAURENCE LEVITAN 1.00
DIRECTOR X 0 . 0 . 0 .
(23) J. ALBERTO MARTINEZ 1.00
DIRECTOR X 0 . 0 . 0 .
(24) ANN L. MCDANIEL 1.00
DIRECTOR X 0 . 0 . 0 .
(25) KENNETH O'BRIEN 1.00
DIRECTOR X 0 . 0 . 0 .
(26) DERIONNE P. POLLARD 1
.0
0
DIRECTOR X 0 . 0 . 0 .
lb Sub - total ► 0. 0 . 0. c Total from continuation sheets to Part VII, Section A ► 494 , 239. 0. 113 , 032. d Total add lines lb and 1c ► 494 , 239. 0. 113 , 032.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
comoensation from the oraanization ► 3 No
3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on
line 1a? If "Yes," complete Schedule J for such individual 3 X
4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,0009 If "Yes," complete Schedule J for such individual 4 X
5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services
rendered to the org anization? If "Yes " complete Schedule J for such per-son 5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the oraannatlon Rennrt compensation for the calendar year endlna with or within the nrnanvatlnn's tax year
(A) Name and business address NONE
(B) Description of services
(C) Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100 , 000 of compensation from the org anization 110. 0
432008 SEE PART VII, SECTION A CONTINUATION SHEETS Form 990 (2014)
11-07-14
8 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Form990 STRATHMORE HALL FOUNDATION, INC. 52-1233092
Part VII I Section A- Officers Oirpetnrc _ Trustees - Kev Emnlovees - and Hiahest Comnensated Emolovees (continued)
(A)
Name and title
(B)
Average hours
(C)
Position (check all that apply)
(D )
Reportable compensation
( E)
Reportable compensation
(F)
Estimated amount of
per
week
(list any
hours for
related
organizations
below
line)
9
b = o
r E
from the
organization (W-2/1099-MISC)
from related organizations
(W-2/1099-MISC)
other compensation
from the organization and related
organizations
(27) DONNA RATTLEY WASHINGTON 1 .0 0
DIRECTOR X 0 . 0 . 0 .
(28) GRACIELA RIVERA-OVEN 1.00
DIRECTOR X 0 . 0. 0 .
(29) MARY K. STURTEVANT 1.00
DIRECTOR X 0. 0. 0 .
(30) RAYMOND D. TETZ 1.00
DIRECTOR x 0 . 0 . 0 .
(31) ELIOT PFANSTIEHL 4 0 . 0 0
CHIEF EXECUTIVE OFFICER X 192 ,551. 0. 22,662. (32) MONICA JEFFRIES-HAZANGELES 4 0 . 0 0
PRESIDENT x 145,511. 0. 71,774. (33) MATTHEW DUVAL 4 0 . 0 0
DIR. OF FINANCE (UNTIL 10/22/14) X 21 ,496. 0. 0. (34) JENNIFER SMITH 4 0 . 0 0
CHIEF FIN. OFFICER (BEGAN 11/19/14) X 10,173. 0 . 532. (35) MARK GRABOWSKI 4 0 . 0 0
EVP OF OPERATIONS X 124,508. 0. 18,064.
Total to Part VII Section A line 1c 494,239. 1 113,032.
432201 05-01-14
11111103 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION , 320651
Form 990 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 9 Part VIII Statement of Revenue
Check if Schedule 0 contains a response or note to any line in this Part VIII 0
(A) ( B ) Total revenue Related or Unrelated
Revenue excluded from tax underexempt function business
sections revenue revenue 512 - 514
MCA
C C 1 a Federated campaigns 1a
o b Membership dues 1b
Q c Fundraising events 1c 429 413.
d Related organizations 1d
vi E e Government grants (contributions) 1e 1 , 099 643.
oN f All other contributions, gifts, grants, and
a Y similar amounts not included above 1f 2 618 898. 't O C-p g Noncash contributions included in lines la-1f $ 74 27 3.
U M h Total. Add lines 1a-1f 11111, 4 147 954
usiness Code
2 a PROGRAM RECEIPTS 900099 3 748 665. 3 731 215. 17 450.
b LICENSE FEES 900099 1 100 750. 1 100 750.
C E N
(D d rn^ o e
f All other program service revenue
Total. Add lines 2a-2f 00, 4 849 415
3 Investment income (including dividends, interest, and
other similar amounts) 10. 143797. 143 797.
4 Income from investment of tax-exempt bond proceeds 00.
5 Royalties 10.
( i ) Real a Personal
6 a Gross rents '162 , 130. 1
b Less rental expenses 0.
c Rental income or (loss) 162 , 130.
d Net rental income or (loss) 11110. 162130. 162130.
7 a Gross amount from sales of ( i ) Securities ( it) Other
assets other than inventory 1 , 820 006.
b Less cost or other basis
and sales expenses 1 704 594.
c Gain or (loss) 115 . 412,
d Net gain or (loss) 1111- 115412. 115 . 412.
8 a Gross income from fundraising events (not
C including $ 429 413. of-
contributions reported on line 1c) See
Part IV, line 18 a 296 189.
b Less: direct expenses b 483 853. O
c Net income or (loss) from fundraising events -187 664. -187 664.
9 a Gross income from gaming activities See
Part IV, line 19 a
b Less direct expenses b
c Net income or (loss) from gaming activities
10 a Gross sales of inventory, less returns
and allowances a 506 982.
b Less cost of goods sold b 331 736.
c Net income or ( loss ) from sales of invento ry 175 246 175 246
Miscellaneous Revenue Business Code
11 a COMMISSION 900099 120 338. 120 338.
b
c
d All other revenue
e Total. Add lines 11a-11d 120 338 .
12 Total revenue See instructions. 10. 9 526 628 , 5 007 211 , 17 450 354 013 432009 11-07-14 Form 990 (2014)
10 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
1 Form 940 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pa e 10 Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A)
Check if Schedule 0 contains a response or note to any line in this Part IX n
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and lOb of Part Vlll.
(A) Total expenses
(B) Program service
expenses
(C) Management and g eneral eenses
( D) Fundraising expenses
1 Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
2 Grants and other assistance to domestic
individuals See Part IV, line 22
3 Grants and other assistance to foreign
organizations , foreign governments , and foreign
individuals See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers , directors,
trustees , and key employees 540 , 719 . 200 , 023. 175 , 090 . 165 , 606. 6 Compensation not included above, to disqualified
persons ( as defined under section 4958 ( f)(1)) and
persons described in section 4958 ( c)(3)(B)
7 Other salaries and wages 1 , 966 , 297 . 1 , 386 , 833. 336 , 917 . 242 , 547. 8 Pension plan accruals and contributions ( include
section 401 ( k) and 403 ( b) employer contributions ) 146 , 235 . 98 , 034. 30 , 403 . 17 , 798. 9 Other employee benefits 475 , 210 . 305 , 994. 151 , 509 . 17 , 707. 10 Payroll taxes 223 911 . 124 627. 74 , 288. 24 , 996. 11
a
Fees for services ( non-employees)
Management
b Legal
c Accounting 23 , 000. 23 , 000. d Lobbying
e Professional fundraising services. See Part IV, nne 17
f Investment management fees 33 , 189 . 33 , 189. g Other ( If line 11g amount exceeds 10% of line 25,
column ( A) amount, list line 11g expenses on Sch 0. ) 279 468 . 235 192 . 44 , 030 . 246. 12 Advertising and promotion 1 001 , 062. 981 73 7. 735. 18 , 590. 13 Office expenses 595 417 . 409 002 . 95 , 063. 91 , 352. 14 Information technology 55 , 061. 54 , 893 . 168. 15 Royalties
16 Occupancy 4 143. 4 , 143. 17 Travel 296 571 . 295 490 . 603. 478. 18 Payments of travel or entertainment expenses
for any federal , state , or local public officials
19 Conferences , conventions , and meetings 3 , 803. 3 803. 20 Interest
21 Payments to affiliates
22 Depreciation , depletion , and amortization 352 , 211 . 352 , 211. 23 Insurance 26 , 702 . - 2 , 330 . 29 , 032. 24 Other expenses . Itemize expenses not covered
above. ( List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount , list line 24e expenses on Schedule 0.)
a ARTISTIC FEES 1 , 931 , 984. 1 , 918 , 334. 450. 13 , 200. b PROPERTY & EQUIPMENT 295 195 . 217 070 . 72 , 867. 5 , 258. c OTHER PRODUCTON FEES 165 770. 163 488. 2 , 282. d PRODUCTION SUP./EQUIP . 165 205 . 163 250. 360. 1 , 595. e All other expenses 28 , 205 . 29 , 107. -14 050 . 13 148.
25 Total functional exp enses Add lines 1 throu g h 24e 8 609 , 358 . 6 5 8 4 8 8 7. 1 4 0 9 668. 614 8 0 3. 26 Joint costs . Complete this line only if the organization
reported in column ( B) joint costs from a combined
educational campaign and fundraising solicitation.
Check here E it followingSOP 98-2 ASC 958-720
432010 11-07-14 Form 990 (2014)
11 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 32065
014) STRATHMORE HALL FOUNDATION, INC. 52-1233092 Pagell Balance Sheet
Check if Schedule 0 contains a response or note to any line in this Part X U
(A) (B) Beginning of year End of year
1 Cash - non-interest-bearing 1
2 Savings and temporary cash investments 1 , 118 , 255. 2 1 , 769 , 318. 3 Pledges and grants receivable, net 61 , 795. 3 1 , 108 , 366. 4 Accounts receivable, net 5 31 3 6 5. 4 374 , 444. 5 Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees Complete
Part II of Schedule L 5
6 Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
y employees' beneficiary organizations (see instr) Complete Part II of Sch L 6 d N N
7 Notes and loans receivable, net 7
8 Inventories for sale or use 89 , 326. 8 71 , 818. 9 Prepaid expenses and deferred charges 160 , 892. 9 281 , 291. 10a Land, buildings, and equipment cost or other
basis Complete Part VI of Schedule D 10a 8 , 858 , 046 . b Less accumulated depreciation 10b 4 , 795 , 533. 31 931 ,719. ioc 4, 062 , 513.
11 Investments - publicly traded securities 7 , 183 , 488. 11 4 868 970 . 12 Investments - other securities See Part IV, line 11 12 1 655 490 . 13 Investments - program-related See Part IV, line 11 13
14 Intangible assets 14
15 Other assets See Part IV, line 11 485 , 350. 15 486 350.
16 Total assets . Add lines 1 throu g h 15 must eq ual line 34 13 , 562 , 190. 16 14 , 678 560. 17 Accounts payable and accrued expenses 661 , 265. 17 860 , 312. 18 Grants payable 18
19 Deferred revenue 840 , 165. 19 877 , 281. 20 Tax-exempt bond liabilities 20
21 Escrow or custodial account liability Complete Part IV of Schedule D 21
U) 22 Loans and other payables to current and former officers, directors, trustees,
' key employees, highest compensated employees, and disqualified persons
Complete Part II of Schedule L 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24) Complete Part X of
Schedule D 26 , 700. 25 47 , 900. 26 Total liabilities . Add lines 17 throu g h 25 1 , 528 , 130. 26 1 , 785 , 493.
Organizations that follow SFAS 117 (ASC 958), check here POP- Ek] and
complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 7 , 261 , 735. 27 7 , 037 , 062. M 28 Temporarily restricted net assets 546 , 022. 28 1 , 629 , 702.
29 Permanently restricted net assets 4 226 , 303. 29 4 , 226 , 303. LL Organizations that do not follow SFAS 117 (ASC 958), check here ►0 ò and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds 30
Q 31 Paid-in or capital surplus, or land, building, or equipment fund 31
32 Retained earnings, endowment, accumulated income, or other funds 32
Z 33 Total net assets or fund balances 12 , 034 , 060. 33 12 , 893 , 067. 34 Total liabilities and net assets/fund balances 13 , 562 , 190. 34 14 , 678 , 560.
Form 990 (2014)
432011 11-07-14
12 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Form 900 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pa e 12 Part XI Reconciliation of Net Assets
Check if Schedule 0 contains a response or note to any line in this Part XI F-1
1 Total revenue (must equal Part VIII, column (A), line 12)
2 Total expenses ( must equal Part IX, column (A), line 25)
3 Revenue less expenses Subtract line 2 from line 1
4 Net assets or fund balances at beginning of year ( must equal Part X, line 33, column (A))
5 Net unrealized gains (losses ) on investments
6 Donated services and use of facilities
7 Investment expenses
8 Prior period adjustments
9 Other changes in net assets or fund balances ( explain in Schedule 0)
10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
1 9 , 526 , 628. 2 8 , 609 , 358. 3 917 270. 4 12,034,060.
-58
2 Part XII Financial Statements and Reporting
Check if Schedule 0 contains a response or note to any line in this Part XII
1 Accounting method used to prepare the Form 990 0 Cash ® Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0
2a Were the organization ' s financial statements compiled or reviewed by an independent accountant9
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both
0 Separate basis = Consolidated basis 0 Both consolidated and separate basis
b Were the organization ' s financial statements audited by an independent accountant
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both
® Separate basis = Consolidated basis Both consolidated and separate basis
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review , or compilation of its financial statements and selection of an independent accountant'?
If the organization changed either its oversight process or selection process during the tax year , explain in Schedule 0
3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133
b If "Yes, " did the organization undergo the required audit or audits'? If the organization did not undergo the required audit
No
X
Form 990 (2014)
432012 11-07-14
13 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
, 'SCHEDULE A Public Charity Status and Public Support
(Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust. Department of the Treasury 00- Attach to Form 990 or Form 990-EZ. Internal Revenue Service
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www trs.gov/fc1 10*
Name of the organization
OMB No 1545-0047
2014 Open to Public
Inspection
Employer identification number
c0_1 0,41no0
I Part IL Reason for Public Charity Status (All organizations must complete this part) See Instructions
The organization is not a private foundation because it is (For lines 1 through 11, check only one box )
1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E)
3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4 0 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(Itl). Enter the hospital's name,
city, and state
5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b )( 1)(A)(iv). (Complete Part II )
6 A federal, state , or local government or governmental unit described in section 170(b)(1)(A)(v).
7 ® An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section 170(b)(1)(A)(vi). (Complete Part II )
8 0 A community trust described in section 170(b )(1)(A)(vi). (Complete Part II )
9 An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
See section 509(a )(2). (Complete Part III )
10 An organization organized and operated exclusively to test for public safety See section 509(a)(4).
11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a )( 1) or section 509(a)(2) See section 509(a)(3). Check the box in
lines 11 a through 11 d that describes the type of supporting organization and complete lines 11 e, 11 f, and 11 g
a 0 Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting
organization You must complete Part IV, Sections A and B.
b 0 Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization( s) You must complete Part IV, Sections A and C.
c 0 Type III functionally integrated . A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E.
d 0 Type III non-functionally integrated . A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions) You must complete Part IV , Sections A and D , and Part V.
e 0 Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization
f Enter the number of supported organizations
g Provide the following information about the supported organization(s) (I) Name of supported
organization
(it) EIN (m) Type of organization
(described on lines 1 9
above or IRC section
(iv) Is the organization listed in your
governing document
(v) Amount of monetary
support (see
(vi) Amount of
other support (see
(see instructions )) Yes No Instructions) Instructions)
Tota l
LHA For Paperwork Reduction Act Notice , see the Instructions for Schedule A (Form 990 or 990 - EZ) 2014
Form 990 or 990-EZ . 432021 09-17-14
14 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 32065_1
Schedulb A ( Form 990 or 990-EZ 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 2 Part II Support Schedule for Organizations Described in Sections 170(b)( 1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III If the organization fallsto qualify under the tests listed below, please complete Part III )
Section A. Public Support
Calendar year ( or fiscal year beginning in) ► (a ) 2010 ( b ) 2011 ( c ) 2012 ( d) 2013 ( e) 2014 ( f) Total 1 Gifts, grants, contributions, and
membership fees received (Do not
include any "unusual grants ") 2 512 639. 2 233 844. 2 172 626. 2 132 773. 4 147 954. 13 199 836.
2 Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge
4 Total. Add lines 1 through 3 2 512 639. 2 233 844. 2 172 626. 2 132 773. 4 147 954. 13 199 836.
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f) 1 045 147.
6 Public support . Subtract line 5 from line 4 12 154 689
Section B. Total Support
Calendar year ( or fiscal year beginning in) ► 7 Amounts from line 4
8 Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources
9 Net income from unrelated business
activities, whether or not the
business is regularly carried on
10 Other Income Do not include gain
or loss from the sale of capital
assets (Explain in Part VI )
11 Total support . Add lines 7 through 10 1 6 104 866
12 Gross receipts from related activities, etc (see instructions) 12 24 5 0 7 713 .
13 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here ► Section C. Computation of Public Support Percentage
14 Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) 14 7 5 . 4 7 %
15 Public support percentage from 2013 Schedule A, Part II, line 14 15 7 0 . 0 4 %
16a 33 1 /3% support test - 2014 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
stop here . The organization qualifies as a publicly supported organization lo. b 33 1 /3% support test - 2013 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and stop here . The organization qualifies as a publicly supported organization ► Li
17a 10% - facts - and-circumstances test - 2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the "facts-and-circumstances" test, check this box and stop here . Explain in Part VI how the organization
meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization ►0
b 10% -facts -and-circumstances test - 2013 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here . Explain in Part VI how the
organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization ►
18 Private foundation . If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions No. 0
Schedule A (Form 990 or 990-EZ) 2014
432022 09-17-14
a 2010 b 2011 c 2012 d 2013 e 2014 Total
2 512 639. 2 233 844. 2 172 626. 2 132 773. 4 147 954. 13 199 836.
378 995. 416 999. 303 106. 311 137. 305 927. L_ 716 164.
142 901. 149 , 224. 668 133. 108 270. 120 338. 1 188 866
15 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedulb A ( Form 990 or 990-EZ ) 2014 Pag e 3 Part III Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II If the organization fails to
qualify under the tests listed below, please complete Part II )
Section A. Public Support
Calendar year ( or fiscal year beginning in) ► ( a ) 2010 ( b ) 2011 c 2012 ( d ) 2013 (e ) 2014 ( f) Total 1 Gifts, grants, contributions, and
membership fees received (Do not
include any "unusual grants ")
2 Gross receipts from admissions, merchandise sold or services per- formed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3 Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513
4 Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge
6 Total . Add lines 1 through 5
7a Amounts included on lines 1, 2, and
3 received from disqualified persons
b Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5 ,000 or 1% of the
amount on line 13 for the year
c Add lines 7a and 7b
8 Public support Subtract line 7c from line 6
Section B . Total Support
Calendar year ( or fiscal year beginning in) ► 9 Amounts from line 6
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources
b Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
c Add lines 1 Oa and 1 Ob 11 Net income from unrelated business
activities not included in line 1 Ob, whether or not the business is regularly carried on
12 Other Income Do not include gain or loss from the sale of capital assets (Explain in Part VI )
13 Total support . (Add lines 9, 10c, 11, and 12 )
( a ) 2010 b 2011 c 2012 d 2013 a 2014 Total
14 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization,
check this box and stop here ►0 Section C . Computation of Public Support Percentage
15 Public support percentage for 2014 (line 8, column (f) divided by line 13, column ( f)) 15 %
16 Public support percentage from 2013 Schedule A, Part III, line 15 16 %
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2014 (line 10c, column (f) divided byline 13, column (f))' 17 %
18 Investment income percentage from 2013 Schedule A, Part III, line 17 18 %
19a 33 1/3% support tests - 2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ►0 b 33 1/3% support tests - 2013 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ► 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ►0 432023 09-17-14 Schedule A (Form 990 or 990- EZ) 2014
16 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION , 320651
Schedul2 A ( Form 990 or 990-EZ 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 4 Part IV Supporting Organizations
(Complete only if you checked a box on line 11 of Part I If you checked 11 a of Part I, complete Sections A
and B If you checked 11 b of Part I, complete Sections A and C If you checked 11 c of Part I, complete
Sections A, D, and E If you checked 11 d of Part I, complete Sections A and D, and complete Part V)
Section A. All Supporting Organizations
1 Are all of the organization's supported organizations listed by name in the organization's governing
documents? If "No" describe in Part VI how the supported organizations are designated If designated by
class or purpose, describe the designation If historic and continuing relationship, explain
2 Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)9 If "Yes," explain in Part VI how the organization determined that the supported
organization was described in section 509(a)(1) or (2)
3a Did the organization have a supported organization described in section 501 (c)(4), (5), or (6)9 If "Yes," answer
(b) and (c) below 3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)? If "Yes, " describe in Part VI when and how the
organization made the determination 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)
(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use 3c
4a Was any supported organization not organized in the United States ("foreign supported organization")? If
"Yes" and If you checked 1 la or 1 lb in Part f, answer (b) and (c) below 4a
b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization? If "Yes," describe in Part VI how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations 4b
c Did the organization support any foreign supported organization that does not have an IRS determination
under sections 501 (c)(3) and 509(a)(1) or (2)9 If "Yes," explain in Part VI what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)
purposes
5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,"
answer (b) and (c) below (if applicable) Also, provide detail in Part Vl, including (i) the names and EIN
numbers of the supported organizations added, substituted, or removed, (u) the reasons for each such action,
(in) the authority under the organization's organizing document authorizing such action, and (iv) how the action
was accomplished (such as by amendment to the organizing document)
b Type I or Type II only. Was any added or substituted supported organization part of a class already
designated in the organization's organizing document
c Substitutions only. Was the substitution the result of an event beyond the organization's control
6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
anyone other than (a) its supported organizations, (b) individuals that are part of the charitable class
benefited by one or more of its supported organizations, or (c) other supporting organizations that also
support or benefit one or more of the filing organization's supported organizations? If "Yes, " provide detail in
Part Vl.
7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial
contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent
controlled entity with regard to a substantial contributory If "Yes, " complete Part I of Schedule L (Form 990)
8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 79
If "Yes, " complete Part I of Schedule L (Form 990)
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more
disqualified persons as defined in section 4946 (other than foundation managers and organizations described
in section 509(a)(1) or (2))9 If "Yes, " provide detail in Part Vl.
b Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which
the supporting organization had an interest's If "Yes," provide detail in Part Vl.
c Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part Vl.
10a Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f)
(regarding certain Type II supporting organizations , and all Type III non-functionally integrated supporting
organizations)? If "Yes, " answer (b) below
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to
432024 09-17-14
excess
5a
5b
Schedule A (Form 990 or 990-EZ) 2014
17 19211102 745960 32065 2014 . 04030 STRATHMORE HALL FOUNDATION , 320651
• Schedule A Form 990 or 990-EZ 2014 STRJ Part IV Supporting Organizations
11 Has the organization accepted a gift or contribution from any of the following persons
a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)
below, the governing body of a supported organization? 11a
b A family member of a person described in (a) above? 11b
c A 35% controlled entity of a person described in (a) orb above'lf "Yes" to a, b, or c, provide detail in Part Vl. 11c Section B . Type I Supporting Organizations
1 Did the directors, trustees, or membership of one or more supported organizations have the power to
regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the
tax year'? If "No, " descnbe in Part VI how the supported organization(s) effectively operated, supervised, or
controlled the organization's activities If the organization had more than one supported organization,
describe how the powers to appoint and/or remove directors or trustees were allocated among the supported
organizations and what conditions or restrictions, if any, applied to such powers during the tax year
2 Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in
Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organiza tion
Section C. Type II Supporting Organizations
1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors
or trustees of each of the organization's supported organization(s)? If "No, " describe in Part VI how control
or management of the supporting organization was vested in the same persons that controlled or managed
Section D . Type III Supporting Organizations
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, (1) a written notice describing the type and amount of support provided during the prior tax
year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided'
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization? If "No, " explain In Part VI how
the organization maintained a close and continuous working relationship with the supported organization(s)
By reason of the relationship described in (2), did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year'? If "Yes, " describe in Part VI the role the organization's
supported organizations played in this regard 3 Section E . Type III Functionally- Integrated Supporting Organizations
1 Check the box next to the method that the organization used to satisfy the Integral Part Test dung the year(see instructions):
a The organization satisfied the Activities Test Complete line 2 below
b O The organization is the parent of each of its supported organizations Complete line 3 below
c The organization supported a governmental entity Descnbe In Part VI how you supported a government entity (see instructions
2 Activities Test Answer (a) and (b) below. Ye^
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive If "Yes," then in Part VI identify
those supported organizations and explain how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activities
b Did the activities described in (a) constitute activities that , but for the organization ' s involvement , one or more
of the organization ' s supported organization ( s) would have been engaged in? If "Yes," explain In Part VI the
reasons for the organization's position that its supported organization (s) would have engaged in these
activities but for the organization's involvement
3 Parent of Supported Organizations Answer (a) and (b) below.
a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations'? Provide details in Part Vl.
b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3b 432025 09-17- 14 Schedule A (Form 990 or 990 - EZ) 2014
18
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
,, - SchedLhe A (Form 990 or 990-EZ) 2014 STRATHMORE HALL FOUNDATION, INC. 52-1233092 Page Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 0 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 See instructions. All
other Tvne III non-functionally intanratarf sunnortinn organizations must complete Sections A through E
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional )
1 Net short-term capital gain 1
2 Recoveries of p rior- year distributions 2
3 Other g ross income (see instructions ) 3
4 Add lines 1 throu g h 3 4
5 De p reciation and de p letion 5
6 Portion of operating expenses paid or incurred for production or
collection of gross income or for management, conservation, or
maintenance of p rop ert y for p roduction of income (see instructions ) 6
7 Other expenses (see instructions ) 7
8 Ad j usted Net Income (subtract lines 5, 6 and 7 from line 4) 8
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional )
1 Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for p art of year)
a Averag e monthly value of securities la
b Averag e monthly cash balances lb
c Fair market value of other non-exempt-use assets 1c
d Total (add lines 1 a, 1 b, and 1 c 1d
e Discount claimed for blockage or other
factors (explain in detail in Part VI )
2 Acq uisition indebtedness app licable to non-exem pt-use assets 2
3 Subtract line 2 from line 1 d 3
4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount,
see instructions ) 4
5 Net value of non-exem pt-use assets ( subtract line 4 from line 3) 5
6 Multi p l y line 5 by 035 6
7 Recoveries of p rior-year distributions 7
8 Minimum Asset Amount (add line 7 to line 6 ) 8
Section C - Distributable Amount Current Year
1 Ad j usted net income for p rior year (from Section A, line 8, Column A) 1
2 Enter 85% of line 1 2
3 Minimum asset amount for p rior year (from Section B, line 8, Column A) 3
4 Enter g reater of line 2 or line 3 4
5 Income tax im posed in p rior year 5
6 Distributable Amount . Subtract line 5 from line 4, unless subject to
emerge ncy tem pora ry reduction ( see instructions ) 6
7 U Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see
instructions)
Schedule A (Form 990 or 990 - EZ) 2014
432026 09-17-14
19 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule A ( Form 990 or 990-EZ) 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Page 7 Part V Type III Non - Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year
1 Amounts ^aicl to su pported org anizations to accomp lish exempt p urp oses
2 Amounts paid to perform activity that directly furthers exempt purposes of supported
org anizations, in excess of income from activit y
3 Administrative exp enses aid to accomp lish exem pt purposes of su pported organizations
4 Amounts paid to acq uire exempt-use assets
5 Qualified set-aside amounts (p rior IRS app roval req uired )
6 Other distributions ( describe in Part VI ) See instructions
7 Total annual distributions . Add lines 1 throu g h 6
8 Distributions to attentive supported organizations to which the organization is responsive
(p rovide details in Part VI ) See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations ( see instructions)
(i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistnbutions, if any, for years prior to 2014
reasonable cause re q uired-see instructions
3 Excess distributions carryover, if any , to 2014
a
b
c
d
e From 2013
f Total of lines 3a throug h e
App lied to underdistributions of p rior years
h App lied to 2014 distributable amount
i Carryover from 2009 not app lied see instructions
Remainder Subtract lines 3 g , 3h, and 31 from 3f
4 Distributions for 2014 from Section D,
line 7 $
a App lied to underdistributions of p rior years
b App lied to 2014 distributable amount
c Remainder Subtract lines 4a and 4b from 4
5 Remaining underdistributions for years prior to 2014, if
any Subtract lines 3g and 4a from line 2 (if amount
g reater than zero, see instructions ) .
6 Remaining underdistributions for 2014 Subtract lines 3h
and 4b from line 1 (if amount greater than zero, see
instructions )
7 Excess distributions carryover to 2015 . Add lines 3j
and 4c
8 Breakdown of line 7
a
b
c
d Excess from 2013
e Excess from 2014
Schedule A (Form 990 or 990-EZ) 2014
432027 09-17-14
20 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule A ( Form 990 or 990-EZ) 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Page 8 Part VI Supplemental Information . Provide the explanations required by Part II, line 10, Part II, line 17a or 17b, and Part III, line 12
Also complete this part for any additional information (See instructions)
432028 09-17-14 Schedule A (Form 990 or 990-EZ) 2014
21 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
• SCHEDULE D Supplemental Financial Statements OMB No 1545-0047
(Form 990) ► Complete if the organization answered "Yes" to Form 990, 2014 Part IV, line 6 , 7, 8, 9, 10, 1 la, 11b , 11c, 11d, 11e, 11f , 12a, or 12b.
Department of the Treasury 00- Attach to Form 990. Open to Public
Internal Revenue Service 10, Information about Schedule D (Form 990) and its instructions is at www.frs. ov/form990. Inspection
Name of the organization Employer identification number STRATHMORE HALL FOUNDATION INC. 52-1233092
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if the organization answered "Yes" to Form 990, Part IV, line 6
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year
2 Aggregate value of contributions to (during year)
3 Aggregate value of grants from (during year)
4 Aggregate value at end of year
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal controls 0 Yes 0 No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
im p ermissible p rivate benefit? 0 Yes El No
Part II Conservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV, line 7
1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservation of land for public use (e g , recreation or education) 0 Preservation of a historically important land area
0 Protection of natural habitat 0 Preservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year
a Total number of conservation easements
b Total acreage restricted by conservation easements
c Number of conservation easements on a certified historic structure included in (a) I 2c
d Number of conservation easements included in (c) acquired after 8/ 17/06, and not on a historic structure
listed in the National Register [ 2d
3 Number of conservation easements modified , transferred , released , extinguished , or terminated by the organization during the tax
year Op-
4 Number of states where property subject to conservation easement is located ► 5 Does the organization have a written policy regarding the periodic monitoring , inspection , handling of
violations , and enforcement of the conservation easements it holds? El Yes 0 No
6 Staff and volunteer hours devoted to monitoring , inspecting , and enforcing conservation easements during the year ► 7 Amount of expenses incurred in monitoring , inspecting, and enforcing conservation easements during the year ► $ 8 Does each conservation easement reported on line 2(d ) above satisfy the requirements of section 170(h)(4)(B)(I)
and section 1170(h)(4)(B)(ii)? E::1 Yes No
9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include , if applicable , the text of the footnote to the organization ' s financial statements that describes the organization ' s accounting for
conservation easements
Part III Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets. Complete if the organization answered " Yes" to Form 990, Part IV, line 8
la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures , or other similar assets held for public exhibition , education , or research in furtherance of public service , provide, in Part XIII,
the text of the footnote to its financial statements that describes these items
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures , or other similar assets held for public exhibition, education , or research in furtherance of public service, provide the following amounts
relating to these items
(i) Revenue Included in Form 990, Part VIII, line 1 ► $
(it) Assets Included in Form 990, Part X ► $
2 If the organization received or held works of art, historical treasures , or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items
a Revenue Included in Form 990, Part VIII , line 1 0- $
b Assets Included in Form 990, Part X ► $
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule D (Form 990) 2014 432051 10-01-14
27 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
,• ' Schedule D (Form 990) 2014 STRATHMORE HALL FOUNDATION, INC. 52-1233092 Paae2 Part III Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets(continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
a XC^ Public exhibition d Loan or exchange programs
b E:]Scholarly research e 0 Other
c 0 Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as p art of the org anization's collection'? LI] Yes ® No
Part IV Escrow and Custodial Arrangements . Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21
la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X' El Yes No
b If "Yes," explain the arrangement in Part XIII and complete the following table
Amount
c Beginning balance 1c
d Additions during the year 1d
e Distributions during the year le
f Ending balance if
2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? 0 Yes No
b If "Yes , " exp lain the arran g ement in Part XIII Check here if the exp lanation has been p rovided in Part XIII
Part V Endowment Funds . Complete if the organization answered "Yes" to Form 990, Part IV, line 10 ( a ) Current year ( b) Prior year (c ) Two y ears back ( d) Three years back (e ) Four y ears back
la Beginning of year balance 4 , 688 1 8 0 . 4 351 641, 4 014 378 , 4 089 0 1 9 . 3 519 078.
b Contributions
c Net investment earnings, gains, and losses 109 600. 386 811. 361 165. -43 893. 593 836.
d Grants or scholarships
e Other expenditures for facilities
and programs 62 414. 50 272. 23 902 , 30 748. 23 895.
f Administrative expenses
g End of year balance 4.735.366.1 4-688.180.1 4.351.641.1 4 014 378. 4 , 089 . 01.9.
2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as
a Board designated or quasi-endowment ► % b Permanent endowment ► 89.25 % c Temporarily restricted endowment ► 10.75 %
The percentages in lines 2a, 2b, and 2c should equal 100%
3a Are there endowment funds not in the possession of the organization that are held and administered for the organization
by: Yes No
(i) unrelated organizations 3a i X
(ii) related organizations 3a ii X
b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R'? 3b
4 Describe in Part XIII the intended uses of the org anization's endowment funds
Part VI Land , Buildings , and Equipment. Comolete if the oraanization answered "Yes" to Form 990. Part IV. line 11 a See Form 990. Part X. line 10
Description of property (a) Cost or other basis (investment)
(b) Cost or other basis (other)
(c) Accumulated depreciation
(d) Book value
la Land
b Buildings
c Leasehold improvements 4 , 719 , 544. . 2 , 271 , 887. 2 4 47 , 657. d Equipment 3 1 634 , 502. 1 2 , 230 , 589. 1 403 913. e Other 504 000. 293 057. 210 943.
Total. Add lines 1 a throu h 1 e (Column (d) must equal Form 990 , PartX column (B), line 10c 4 , 0 6 2 513 . Schedule D (Form 990) 2014
432052 10-01-14
28
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule D Form 990 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pa e 3 Part VII Investments - Other Securities.
Comp lete if t he organ ization answered "Yes" to Form 990, Part IV, line 11 b See Form 990, Part X. line 12
(a) Description of security or category (including name of security) (b) Book value (c) Method of valuation Cost or end-of-year market value
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A) ALTERNATIVE INVESTMENTS 1 , 655 , 490. END-OF-YEAR MARKET VALUE ( B )
(C)
( D)
( E )
(G )
( H )
Total ( Col ( b ) must e q ual Form 990 , Part X , col ( B ) line 12 10- 1 , 655 , 490.
Part VIII Investments - Program Related. Complete if the oroanization answered "Yes" to Form 990. Part IV. line 11 c See Form 990. Part X lino 13
(a) Description of investment (b) Book value ( c) Method of valuation Cost or end-of-year market value
( 1 )
(2)
(3)
(4)
(5 )
(6)
( 7 )
(8)
(9) Total ( Col ( b ) must e q ual Form 990 , Part X , col. ( B ) line 13. )
Part IX Other Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11 d See Form 990, Part X, line 15
(a) Description I (b) Book value
1
Part X Other Liabilities. Complete if the organization answered "Yes" to Form 990, Part IV, line 11e or 11f See Form 990, Part X, line 25
1. (a) Description of liability (b) Book value
(1) Federal income taxes
Total. (Column (b) must equal Form 990, Part X, col (B) line 25) ► 1 4_/ , 9 U U .1
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII If]
Schedule D (Form 990) 2014
432053 10-01-14
29 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
.' Schedule D (Form 99 0) 20 14 STRATHMORE HALL FOUNDATION, INC. 52-1233092 Paae 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered "Yes" to Form 990, Part IV, line 12a
1 Total revenue, gains, and other support per audited financial statements 1 1-0 , 102 , 311. 2 Amqunts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains (losses) on investments 2a -58 , 263.
b Donated services and use of facilities 2b 183 , 282. c Recoveries of prior year grants 2c
d Other (Describe in Part XIII) 2d
e Add lines 2a through 2d 2e 125 , 019.
3 Subtract line 2e from line 1 3 9 , 977 , 292.
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1
a Investment expenses not included on Form 990, Part VIII, line 7b 4a 33 , 189. b Other (Describe in Part XIII) 4b -483 , 853. c Add lines 4a and 4b 4c -450,664.
5 Total revenue Add lines 3 and 4c. (This must equal Form 990 , Part I line 12 ) 5 5 2 b b 2 tf
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a
1 Total expenses and losses per audited financial statements 1 9 , 2 4 3 , 304. 2 Amounts included on line 1 but not on Form 990, Part IX, line 25
a Donated services and use of facilities 2a 183 , 282. b Prior year adjustments 2b
c Other losses 2c
d Other (Describe in Part XII I) 2d 483 , 853. e Add lines 2a through 2d 2e 667 , 135.
3 Subtract line 2e from line 1 3 8 5 7 6 , 169. 4 Amounts included on Form 990, Part IX, line 25, but not on line 1
a Investment expenses not included on Form 990, Part VIII, line 7b 4a 33 , 189.
b Other (Describe in Part XIII) 4b
c Add lines 4a and 4b c 3,189. 5 Total expenses Add lines 3 and 4c. (This must equal Form 990 , Part I line 18. 5 8 , 609 , 358. Part XIII Supplemental Information.
Provide the descriptions required for Part. II, lines 3, 5, and 9, Part III, lines 1 a and 4, Part IV, lines 1 b and 2b, Part V, line 4; Part X, line 2, Part XI,
lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any additional information
PART V, LINE 4:
THE ENDOWMENT FUNDS OF THE FOUNDATION HAVE BEEN ESTABLISHED TO SATISFY THE
LONG TERM OBJECTIVES OF THE FOUNDATION.
PART X, LINE 2:
FOR THE YEAR ENDED JUNE 30, 2015, THE FOUNDATION HAS DOCUMENTED ITS
CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR
REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL
UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN
THE FINANCIAL STATEMENTS.
THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS 10oii4 Schedule D (Form 990) 2014
30 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
• Schedule D Form 990 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pa e 5 Part XIII Supplemental Information (continued)
SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR
THREE YEARS AFTER IT IS FILED.
PART XI, LINE 4B - OTHER ADJUSTMENTS:
SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED -483,853.
FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,
PART VIII, LINE 8C.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED 483,853.
FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,
PART VIII, LINE 8C.
Schedule D (Form 990) 2014 432055 10-01-14
31 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
• SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Name of the organization
Supplemental Information Regarding Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
► Attach to Form 990 or Form 990-EZ.
OMB No 1545-0047
2014 Open to Public Inspection
Employer identification number
Part I Fundraising Activities . Complete if the organization answered "Yes" to Form 990, Part IV, line 17 Form 990-EZ filers are not required to complete this part
1 Indicate whether the organization raised funds through any of the following activities Check all that apply
a 0 Mail solicitations e Solicitation of non - government grants
b 0 Internet and email solicitations f El Solicitation of government grants
c 0 Phone solicitations g Special fundraising events
d E:J In person solicitations
2 a Did the organization have a written or oral agreement with any individual ( including officers , directors, trustees or
key employees listed in Form 990, Part VII ) or entity in connection with professional fundraising services? 0 Yes No
b If "Yes ," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5 , 000 by the organization
(t) Name and address of individual or entity (fundraiser)
(ii) Activity
(ii i) Did fun draiser
hoveontooof contributions
(iv) Gross receipts from activity
(v) Amount paid to (or retained by)
fundraiser listed in col (i)
(vi) Amount paid to (or retained by)
organization
Yes No
Total
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration
or licensing
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990- EZ. Schedule G (Form 990 or 990-EZ) 2014
432081 08-28-14
32 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
-'Schedule G ( Form 990 or 990-EZ 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 2 Part II Fundraising Events . Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b List events with gross receipts greater than $5,000
(a) Event #1 (b) Event #2 (c) Other events
ALL NONE (d) Total events
SER (add col ((through
ALA (event type) (event type)
col (c)) ype) (total number)
C
a) 1 Gross receipts 6
2 Less Contributions 3
3 Gross income (line 1 minus line 2) 2
725,602.
429,413.
89.
4 Cash prizes
5 Noncash prizes
a) En C
6 Rent/facility costs a x W
7 Food and beverages 134 787. 28 , 202. 162 , 989 .
8 Entertainment 129 750 . 3 4 5 0. 133 , 200. 9 Other direct expenses 172 , 807. 1 14 , 857. 1 187 , 664. 10 Direct expense summary Add lines 4 through 9 in column (d) ► 483 , 853. 11 Net income summary Subtract line 10 from li ne 3 , column (d ) -187 , 664.
Part III Gaming . Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990•EZ, line 6a
a Bin go ()
(b ) Pull tabs/instant (c) Other gaming
(d) Total gaming (add
a`t bingo/progressive bingo coi (a) through col (c))
n 2 Cash prizes m N C N CI- 3 Noncash prizesx W
;
T 4 Rent/facility costs 0
5 Other direct expenses
0 Yes % 0 Yes % 0 Yes %
6 Volunteer labor 0 No No No
7 Direct expense summary Add lines 2 through 5 in column (d) ►
8 Net g aming income summa Subtract line 7 from line 1 column d
9 Enter the state ( s) in which the organization conducts gaming activities
a Is the organization licensed to conduct gaming activities in each of these states' 0 Yes 0 No
b If "No," explain
10a Were any of the organization ' s gaming licenses revoked, suspended or terminated during the tax year? 0 Yes 0 No
b If "Yes, " explain
432082 08-28 - 14 Schedule G (Form 990 or 990 - EZ) 2014
33 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule G ( Form 990 or 990 - EZ) 2014 STRATHMORE HALL FOUNDATION, INC . 52-1233092 Page 3
11 Does the organization conduct gaming activities with nonmembers ED Yes L:1 No
12 Is the organization a grantor , beneficiary or trustee of a trust or a member of a partnership or other entity formed
to administer charitable gaming 0 Yes 0 No
13 Indicate the percentage of gaming activity conducted in
a The organization's facility 13a %
b An outside facility 13b %
14 Enter the name and address of the person who prepares the organization ' s gaming/special events books and records
Name ►
Address
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue9 0 Yes LI No
b If "Yes," enter the amount of gaming revenue received by the organization III- $
of gaming revenue retained by the third party ► $
c If "Yes," enter name and address of the third party
Name ►
Address ►
16 Gaming manager information
Name ►
Gaming manager compensation ► $
Description of services provided ►
0 Director/officer 0 Employee 0 Independent contractor
17 Mandatory distributions
a Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? LI Yes 0 No
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
org anization ' s own exem p t activities durin g the tax year 111111- $
Part IV Supplemental Information . Provide the explanations required by Part I , line 2b , columns ( iii) and (v), and Part III, lines 9, 9b , 10b, 15b,
15c, 16, and 17b, as applicable Also provide any additional information (see instructions)
432083 08-28-14 Schedule G (Form 990 or 990-EZ) 2014
and the amount
34 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule G ( Form 990 or 990-EZ) STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 4 Part IV Supplemental Information (continued)
432084 Schedule G (Form 990 or 990-EZ)
05-01-14
35 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
"' SCHEDULE J Compensation Information OMB No 1545-0047 (Form 990) For certain Officers , Directors , Trustees, Key Employees , and Highest 2014Compensated Employees
► Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Department of the Treasury ► Attach to Form 990. Open to Public Internal Reve ue Service llli^ Information about Schedule J (Form 990) and its instructions is at www. irs. ov/form990 . Inspection
Name of the organization Employer identification number
STRATHMORE HALL FOUNDATION , INC. 52-1233092 Part I Questions Regarding Compensation
la Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII , Section A , line la Complete Part III to provide any relevant information regarding these items
First -class or charter travel 0 Housing allowance or residence for personal use
E::]Travel for companions = Payments for business use of personal residence
Tax indemnification and gross - up payments 0 Health or social club dues or initiation fees
= Discretionary spending account 0 Personal services (e g , maid, chauffeur, chef)
b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a?
3 Indicate which , if any , of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III
® Compensation committee 0 Written employment contract
Independent compensation consultant Compensation survey or study
® Form 990 of other organizations ® Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII, Section A, line 1 a, with respect to the filing
organization or a related oiganlzation
a Receive a severance payment or change-of-control payment? 4a X
b Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b X
c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III
Only section 501(c)( 3), 501 ( c)(4), and 501(c )( 29) organizations must complete lines 5-9.
5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization? 5a X
b Any related organization? 5b X
If "Yes" to line 5a or 5b, describe in Part III
6 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation
contingent on the net earnings of
a The organization? 6a X
b Any related organization? 6b X
If "Yes" to line 6a or 6b, describe in Part III
7 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
not described in lines 5 and 62 If "Yes," describe in Part III 7 X
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53 4958-4(a)(3)9 If "Yes," describe in Part III 8 X
9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53 4958-6(c)7 9
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule J (Form 990) 2014
432111 10-13-14
36 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Schedule J (Form 990) 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Page 2-
Part II Officers , Directors , Trustees , Key Employees, and Highest Compensated Employees . Use duplicate copies if additional space is needed
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (u) Do not list any individuals that are not listed on Form 990, Part VII
Note . The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1 a, applicable column (D) and (E) amounts for that individual
(B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and
h fd d
(D) Nontaxable
fb
(E) Total of columns
B D
(F) Compensation
l B
(A) Name and Title (I) Base
compensation (ii) Bonus & incentive
compensation
(iii) Other reportable
compensation
er erreot e compensation
ene its )(i)-( )( umn ( )in co reported as deferred
in prior Form 990
(1) ELIOT PFANSTIEHL (1) 192 , 551. 0. 0. 0. 22 , 662. 215 213. 0. CHIEF EXECUTIVE OFFICER NO 0. 0. 0. 0. 0. 0. 0.
(2) MONICA JEFFRIES-HAZANGELES (1) 145 1 511. 0. 0. 58 , 286. 13 , 488. 217 , 285. 0. PRESIDENT II 0 . 0 . 0 . 0 . 0 . 0 . 0 .
(1)
I
(1)
)I
(1)
I I
)I
(I)
(I)
0 1)
(I)
( 1 )
I I
(1)
0 1)
)I
(I)
(i)
(I)
Schedule J (Form 990) 2014 432112 10-13-14 37
Schedule J ( Form 990) 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Page 3- Part III Supplemental Information
Provide the information, explanation, or descriptions required for Part], lines 1 a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any additional information
Schedule J (Form 990) 2014
432113 10-13-14 38
•' SCHEDULE L Transactions With Interested Persons (Form 990 or 990-EZ) 00, Complete if the organization answered "Yes" on Form 990, Part IV, line 25a , 25b, 26, 27, 28a,
28b, or 28c , or Form 990-EZ , Part V, line 38a or 40b.
Department of the Treasury 10- Attach to Form 990 or Form 990-EZ.
Internal Revenue Service ► Information about Schedule L ( Form 990 or 990-EZ ) and its instructions is at www. irs.gov/form990.
Name of the organization Employer identification number
STRATHMORE HALL FOUNDATION , INC. 52-1233092 Part I Excess Benefit Transactions (section 501 (c)(3), section 501 (c)(4), and 501 (c)(29) organizations only)
Comp lete if the org anization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b
1 (b) Relationship between disqualified d Corrected' (a) Name of disqualified person person and organization (c)
Description of transaction Yes No
2 Enter the amount of tax incurred by the organization managers or disqualified persons during the year under
section 4958 111111. $
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ► $
Part II Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26, or if the organization
rannrtart an amount nn Fnrm 990. Part X line 5 Fi_ or 22
(a) Name of interested person
(b) Relationship with organization
(c) Purpose of loan
(d) Loan to or r,om
organ
the izations
(e) Original principal amount
(f) Balance due (g) In default's
(h) Approved by by
board or teercomm
(i) Written agreement'
To From Yes No Yes No Yes No
Total $ Part III I Grants or Assistance Benefiting Interested Persons.
Comp lete if the org anization answered "Yes" on Form 990, Part IV, line 27
(a) Name of interested person ( b) Relationship between (c) Amount of (d) Type of (e) Purpose of
interested person and assistance assistance assistance the organization
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990- EZ. Schedule L (Form 990 or 990 - EZ) 2014
432131 3 910-06-14
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
OMB No 1545-0047
2014 Open To Public Inspection
• St;hbdule L Form 990 or 990-EZ) 2014 STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 2 Part IV Business Transactions Involving Interested Persons.
Comolete if the ornanvation answerers "Yes" on Form 990 Part IV line 28a ?Rh or 28c
(a) Name of interested person ( b) Relationship between interested person and the organization
(c) Amount of transaction
(d) Description of transaction
(e) Sharing of ?s's
erevenues
Yes No
JULIE HAMRE JULIE HAMRE IS THE 65 , 771. S. HAMRE I X
Part V Supplemental Information Provide additional information for responses to questions on Schedule L (see instructions)
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:
A) NAME OF PERSON: JULIE HAMRE
(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:
JULIE HAMRE IS THE SISTER OF ELIOT PFANSTIEHL
D) DESCRIPTION OF TRANSACTION: MS. HAMRE IS A PART TIME STAFF
ACCOUNTANT FOR THE F
432132 Schedule L (Form 990 or 990-EZ) 2014
10-06-14
40 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 32065_1
• SCHEDULE M (Form 990)
Department of the Treasury
Internal Revenue Service
Noncash Contributions
► Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. ► Attach to Form 990.
OMB No 1545-0047
2014 Open To Public
Inspection
Name of the organization Employer identification number
STRATHMORE HALL FOUNDATION, INC. 52-1233092 rty
(a) Check if
applicable
(b) Number of
contributions or items contributed
(c) Noncash contribution amounts reported on
Form 990 , Part VIII line 1
(d) Method of determining
noncash contribution amounts
1 Art - Works of art
2 Art - Historical treasures
3 Art - Fractional interests
4 Books and publications
5 Clothing and household goods
6 Cars and other vehicles
7 Boats and planes
8 Intellectual property
9 Securities - Publicly traded X 1 64 , 023. MV 10 Securities - Closely held stock
11 Securities - Partnership, LLC, or
trust interests
12 Securities - Miscellaneous
13 Qualified conservation contribution
Historic structures
14 Qualified conservation contribution - Other
15 Real estate - Residential
16 Real estate - Commercial
17 Real estate - Otner
18 Collectibles
19 Food inventory
20 Drugs and medical supplies
21 Taxidermy
22 Historical artifacts
23 Scientific specimens
24 Archeological artifacts
25 Other ► ( PIANO ) X 1 10 , 250. MV 26 Other ► 27 Other ►
28 Other ► 29 Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement 29 0
Yes No
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used for
exempt purposes for the entire holding period? 30a X
b If "Yes," describe the arrangement in Part II
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 X
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? 32a X
b If "Yes," describe in Part II
33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 . Schedule M (Form 990) (2014)
432141 08-12-14
41 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Sthbdule M ( Form 990) (2014) STRATHMORE HALL FOUNDATION , INC. 52-1233092 Pag e 2 Part 11 Supplemental Information . Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization
is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both Also complete this part for any additional information
SCHEDULE M, PART I, COLUMN (B):
THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS.
432142 08-12-14 Schedule M (Form 990) (2014)
42 19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
SCHEDULE 0 (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information. ► Attach to Form 990 or 990-EZ.
OMB No 1545-0047
Open to Public
Name of the organization Employer identification number STRATHMORE HALL FOUNDATION, INC . 52-1233092
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
STRATHMORE'S MAIN CAMPUS. AMP IS THE NEXUS OF LIVE ENTERTAINMENT IN
THIS GROWING NEIGHBORHOOD. IT'S ANYTHING BUT STATIC-MENUS CHANGE
SEASONALLY, AND MUSIC CHANGES NIGHTLY, FEATURING AN ECLECTIC MIX OF
GENRES
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:
PRE- AND POST-CONCERT ACTIVITIES. AND, STRATHMORE LAUNCHED THE
INSTITUTE FOR ARTISTIC AND PROFESSIONAL DEVELOPMENT AT THE 2014 CABARET
EVENT, CELEBRATING 10 YEARS OF THE ARTIST IN RESIDENCE PROGRAM AND
UNVEILING A NEW HIGH SCHOOL SUMMER INTENSIVE FOR PERFORMING ARTS
STUDENTS WANTING A CAREER IN MTJSIC.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
COMMUNICATIONS - STRATHMORE HAS COMPLETELY RE-IMAGINED ITS VISUAL BRAND
TO CORRESPOND MORE CLOSELY TO ITS REPUTATION, SPIRIT, AND VISION FOR
ITS FUTURE. IT PREVIEWED ITS NEW LOGO, TAGLINES, AND VISUAL COMPONENTS
IN NOVEMBER 2014 AND LAUNCHED IT FULLY IN JANUARY 2015. THE MARKETING
TEAM IS NOW WORKING THROUGH THE DEVELOPMENT OF SUB BRANDS AND WILL
DEPLOY THE NEW LOOK THROUGHOUT A NEW WEBSITE IN THE SPRING. STRATHMORE
ALSO LAUNCHED A COMPLETELY NEW WEBSITE (THE FIRST REVISION IN TEN
YEARS) IN SPRING OF 2015. THE DYNAMIC PLATFORM INCORPORATES THE NEW
BRAND IDENTITY AND MAKES IT EASIER FOR CUSTOMERS TO PURCHASE TICKETS
DONATE, AND CONNECT WITH STRATHMORE.
EXPENSES $ 780,850. INCLUDING GRANTS OF $ 0. REVENUE 8 0.
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990- EZ. Schedule 0 (Form 990 or 990- EZ) (2014) 432211 08-27-14
43 10251110 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
Name of the organization Employer identification number STRATHMORE HALL FOUNDATION, INC. 52-1233092
THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE
FOUNDATION'S CHIEF FINANCIAL OFFICER. A COPY OF THE FINAL 990 WAS PROVIDED
TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C:
THE FOUNDATION REQUIRES ALL BOARD MEMBERS, KEY EMPLOYEES, AND STAFF TO
COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ONCE A YEAR. THE
GOVERNANCE COMMITTEE REVIEWS CONFLICTS OF INTEREST THAT ARE DISCLOSED AND
WOULD RECOMMEND ANY REQUIRING ACTION TO THE EXECUTIVE COMMITTEE OF THE
BOARD OF DIRECTORS. MEMBERS RECUSE THEMSELVES FROM DISCUSSIONS IN WHICH
THEIR INVOLVEMENT MAY LEAD TO A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15A:
THE CHAIR OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE OF THE
BOARD OF DIRECTORS REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO. THE
LAST PERFORMANCE EVALUATION TOOK PLACE IN JULY 2015. THE CEO AND PRESIDENT
REVIEW THE PERFORMANCE AND COMPENSATION OF KEY EMPLOYEES AND STAFF. THE
CEO'S SALARY HAS BEEN COMPARED TO 990 DATA FOR ORGANIZATIONS OF SIMILAR
SIZE AND BUDGET IN THE REGION. THE BOARD OF DIRECTORS VOTES TO APPROVE THE
BUDGET, WHICH INCLUDES RECOMMENDATIONS FOR SALARY AND WAGES. COPIES OF
PERFORMANCE REVIEWS WITH MANAGEMENT COMMENT ARE KEPT IN PERSONNEL FILES.
FORM 990, PART VI, SECTION C, LINE 19:
THE FOUNDATION'S ANNUAL REPORT IS AVAILABLE ON ITS WEBSITE. THE
FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE
AVAILABLE ON A PER REQUEST BASIS.
08-27-14 Schedule 0 (Form 990 or 990 - EZ) (2014) 44
19211102 745960 32065 2014.04030 STRATHMORE HALL FOUNDATION, 320651
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