irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.38MRosen House, Gardens and Estate - See Schedule OAnother significant achievement for Caramoor in 2024 was the strong debut of Focus Tours at the Rosen House. These tours are conducted to further our mission to provide arts education to the public. Jessa Krick the Director of Interpretation, Collection, and Archives at the Rosen House, curates a new tour each year which highlights timely themes and revelations uncovered by invigorated research - mining the rich archives of the Rosen House. The Focus Tours breathe fresh life into historical art and objects, uncovering hidden narratives, forgotten contexts, and evolving interpretations that resonate with modern audiences. The 2024 Focus Tour magnified the significant number of works at Caramoor by and about women artists, many of whom Walter and Lucie Rosen considered friends. The docent-led tours taught visitors about the artists including painters, sculptors, and performers and their work revealed by new, fascinating research gleaned from Mrs. Rosen's diaries and correspondence. The Rosen House attracted 4,000 visitors in 2024.
- #2 $873KEducation/Mentoring - See Schedule OCollaborations with local organizations strengthened our commitment to inclusivity, ensuring Caramoor remains a place where audiences from diverse backgrounds feel welcomed and inspired. Educational programs like Evnin Rising Stars, Schwab Vocal Rising Stars, and Terra Quartet's residency, nurtured emerging talent and children's concerts introduced young listeners to the joy of live music. Caramoor continues to enhance cultural vibrancy and create meaningful artistic experiences for the public. Caramoor's mentoring program provides opportunities for emerging talent to learn from established professionals, cultivating creativity, career growth, and artistic innovation. Since its founding in 1992, our mentoring program has been at the heart of our mission, providing young professional musicians with the opportunity to develop their artistry, gain invaluable performance experience, and engage with audiences in meaningful ways. Each year, the program brings these emerging artists to the stage, offering them the platform and guidance needed to refine their craft, expand their professional networks, and prepare for successful careers in the music industry. Through thoughtfully curated public performances, we not only share exceptional music with our audiences but also ensure that the legacy of musical excellence continues to thrive for future generations. In the 2024 season, we continued Caramoor's tradition of mentoring young artists through various programming and performances. One example is the Ernst Stiefel String Quartet-in-Residence: one up-and-coming string quartet is chosen each year to complete a year-long residency at Caramoor. This year's quartet, the Terra String Quartet, has visited ten schools as part of our Student Strings program. The quartet also performed concerts at the schools and at Caramoor. Approximately 700 students were served by Caramoor's Education program in 2024.
named programs · 3 · from sources
What they call their work
Artist-in-Residence Program
Supports artists through residencies that include performance opportunities and mentorship.
Summer Season Concerts
Annual series of live music performances in the Venetian Theater and other venues, featuring classical, baroque, and early music ensembles.
Young Artist Fellowship Program
Training program for emerging professional musicians, nurturing the next generation of baroque and classical performers.
activities · 6 groups
What they do
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Live Music Performances & Concerts 2 activities
- Hosts annual concert series across multiple genresProduces more than 50 concerts annually across genres including classical, jazz, roots, global music, and Broadway, with programming for all ages. Events include evening concerts, morning meditation performances, and special seasonal events such as the Fourth of July concert with fireworks.
- Operates outdoor performance and picnic spacesManages Friends Field as a summer outdoor performance venue where attendees bring their own seating and picnics. Offers on-site food and beverage services through the Bravo Bar and partners with gourmet vendors to provide pre-orderable meal boxes for concertgoers.
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Music Education and Training Programs 2 activities
- Provides arts education and school outreach programsBrings professional musicians into local schools to inspire over 1,000 students annually through educational performances and residencies. Includes initiatives such as the Ernst Stiefel String Quartet-in-Residence program that engages student ensembles and highlights BIPOC composers.
- Runs professional development programs for young musiciansOffers the Young Artist Fellowship program and three annual mentoring initiatives that have supported over 400 early-career musicians, particularly in baroque performance, helping develop many of the nation's leading young professional players.
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Classical and Chamber Music Performances 1 activity
- Conducts national and international concert toursThe orchestra-in-residence performs at major North American venues including Carnegie Hall, Tanglewood, and the Metropolitan Museum of Art, and has completed six European tours with sold-out concerts at venues such as BBC Proms and Madrid's Royal Theatre.
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Inclusive Social & Recreational Events 1 activity
- Hosts family and community engagement eventsOrganizes family-friendly programming including Teddy Bear Tea events, Butterfly Walks, Sunset Yoga in the Sunken Garden, and participatory performances like Prokofiev's Peter and the Wolf. Also offers hands-on culinary classes for children and parents tied to performance themes.
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Nonprofit Music Recording and Distribution 1 activity
- Manages orchestra-in-residence and produces commercial recordingsHosts the Orchestra of St. Luke's as orchestra-in-residence and produces high-profile commercial recordings, with 34 CDs released and a GRAMMY award won in 2019 for "Songs of Orpheus." The ensemble has produced 13 best-selling classical Billboard chart recordings.
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Guided Historic Site Tours 1 activity
- Offers guided tours and exhibitions of historic propertyConducts guided tours of the Rosen House, including focused thematic tours such as "Inside Lucie's Wardrobe." Also hosts seasonal exhibitions, including sound art installations on the historic grounds from June through October.
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financials · form 990 · fy2024
revenue
Total revenue$7.44M
Contributions & grants$4.14M56%
Program service revenue$1.57M21%
Investment income$2.15M29%
Other revenue$-412K
expenses
Total expenses$9.25M
Program expenses69%
Admin / overhead18%
Fundraising13%
Salaries & benefits$3.41M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$45.81M
Cash$2.07M
Investments$31.91M
Liabilities$299K
Net assets$45.52M
Liquid reserves44.1 mo
3 years on record · 2020–2024 · YoY revenue +20.7%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 5
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| Edward Lewis III | President & CEO | 65 | $360K |
| Katherine Schuman | VP, Artistic Director | 60 | $231K |
| Tammy Belanger | VP, CFO | 50 | $199K |
| Tracy Tajbl VPDirector of | Development, thru 8/7/2024 | 60 | $188K |
| Marc Lowenstein Director of | Marketing & Communication | 40 | $105K |
board members · 20
- Angela Haines — Secretary
- Barbara Glauber — Trustee
- Barry J Alperin — Trustee
- Beth Spector — Trustee
- David Barber — Trustee
- Deborah Stiles — Trustee
- Floy B Kaminski — Trustee
- Francis Goldwyn — Trustee
- Ian Cook — Trustee
- Ian Winchester — Trustee
- James A Attwood Jr — Chairman
- James L Amine — Trustee
- Jane Phillips Donaldson — Trustee
- Jim Lee — Trustee
- Jon Bauer — Trustee
- Judy Evnin — Chairman Emeritas
- Lawrence Elow — Trustee
- Len Chazen — Trustee
- Lisa Welch — Trustee
- Mrs Andrew Saul — Trustee
relationships · 15
Who they work with
- Apollo's Fire Partner — Presenting partner for the "Dueling Double Concertos" concert at the Venetian Theater
- Bauer Family Foundation Funder — Provides funding that makes the Dancing at Dusk concert series possible.
- Bravo Bar Partner — Featured food and beverage vendor at concerts
- Caramoor Center for Music and the Arts Network — Member of the national network of nonprofit arts organizations under 501(c)(3) status.
- City Winery Partner — Artistic partner
- City Winery Partner — Collaborates with Caramoor to present concerts.
- Feeding Young Foodies Partner — Collaborates on pre-concert family-friendly cooking classes themed to the performance.
- Jazz at Lincoln Center Partner — Artistic partner
- Kaufmann Music Center Partner — Named the Ivalas Quartet as inaugural Fellows for the 2025–26 season.
- LMNOP Partner — On-site dining vendor providing fresh breads, pastries, and sandwiches at the concert
- Marcy Rosen Partner — Artistic partner, Evnin Rising Stars
- Orchestra of St. Luke’s Partner — Orchestra-in-Residence at Caramoor
- Second Mouse Cheese Shop Partner — On-site dining vendor providing cheese, charcuterie, and seasonal sandwiches at the concert
- Steven Blier Partner — Artistic partner, Vocal Rising Stars
- The New School Partner — Hosted the Ivalas Quartet as the 2024–2025 Curator and Performing Ensemble of the Schneider Concerts.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Arts-for-Wellness Modelmethodology: arts-for-wellnessBy combining live classical music performances with meditative experiences in a garden setting, Caramoor enhances audience well-being and deepens engagement, because aesthetic and natural environments together support mental and emotional wellness.
- Community-Centered Cultural Engagementmethodology: community-centered cultural spaceBy creating a gathering space centered on music, art, and nature, Caramoor fosters community connection and shared cultural experience, because accessible, immersive environments encourage reflection, belonging, and intergenerational participation.
- Early-Career Artist Mentoringmethodology: early_career_mentoringBy providing structured mentoring programs, Caramoor supports young professional musicians in transitioning to early career stages, because sustained artistic guidance and performance opportunities increase professional readiness and field retention.