Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization'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 | ||||||
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 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. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 112,586 | 122,198 | 112,586 | 72,433 | 89,878 | 509,681 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 337,528 | 197,820 | 319,596 | 100,527 | 120,941 | 1,076,412 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization'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. | 450,114 | 320,018 | 432,182 | 172,960 | 210,819 | 1,586,093 |
| 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.) | 1,586,093 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 450,114 | 320,018 | 432,182 | 172,960 | 210,819 | 1,586,093 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 32 | 79 | 32 | 17 | 5 | 165 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 32 | 79 | 32 | 17 | 5 | 165 |
| 11 | Net income from unrelated business activities not included in line 10b, 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.).. | 450,146 | 320,097 | 432,214 | 172,977 | 210,824 | 1,586,258 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted 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 part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 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-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | CARPE DIEM STRING QUARTET'S CORE MISSION IS TO REDEFINE THE CHAMBER MUSIC EXPERIENCE, FORGE A NEW IDENTITY FOR CHAMBER MUSIC, AND BRING MUSICAL ACCESS TO THE WIDEST AUDIENCE POSSIBLE, REGARDLESS OF MEANS AND CIRCUMSTANCE. THE CARPE DIEM STRING QUARTET IS DEDICATED TO ACHIEVING THE HIGHEST LEVEL OF PERFORMANCE BY CHAMPIONING MUSIC OF LIVING COMPOSERS WITH A BALANCE OF THE CLASSICS AND UNCOVERING OVERLOOKED TREASURES OF THE CHAMBER MUSIC REPERTOIRE. CARPE DIEM IS COMMITTED TO MUSICAL EDUCATION, INTEGRATION WITH OTHER ART FORMS, AND DEVELOPING FUTURE LIFELONG MUSIC LOVERS. IN ADDITION TO THE CLASSICS, THE INNOVATIVE AND ENTREPRENEURIAL CARPE DIEM PERFORMS CONTEMPORARY MUSIC, POPULAR MUSIC, THEIR OWN ORIGINAL COMPOSITIONS, AND ALSO COMMISSIONS NEW WORKS, THEREBY AUGMENTING THE STRING QUARTET REPERTOIRE. BY PERFORMING PROGRAMS DESIGNED TO APPEAL TO AUDIENCES OF ALL AGES, MEANS, AND CIRCUMSTANCES AND ESTABLISHING CLASSICAL MUSIC'S RELEVANCE TO THEIR LIVES, CARPE DIEM CREATES NEW AUDIENCES INSIDE AND OUTSIDE OF THE CONCERT HALL AND REVITALIZES THE CHAMBER MUSIC EXPERIENCE. |
| FORM 990, PAGE 2, PART III, LINE 4A | CHOICES GIVES THE GROUP GREATER LEVERAGE IN ATTRACTING YOUNGER AND BROADER AUDIENCES. THIS CUSTOMIZATION MAKES THE GROUP RELEVANT TO PEOPLE WHO MAY HAVE HAD NO PRIOR EXPERIENCE WITH CLASSICAL MUSIC OR STRINGED INSTRUMENTS. FROM 1 JULY 2015 TO 30 JUNE 2016 THE QUARTET PERFORMED CONCERTS AND VISITED CLASSROOMS, SKILLED NURSING FACILITIES AND RETIREMENT COMMUNITIES THROUGHOUT THE UNITED STATES, WITH APPEARANCES AT VENUES INCLUDING THE FRICK GALLERY'S FIRST FRIDAYS EVENT IN PITTSBURGH PA FOR MORE THAN 3,000 PEOPLE. THEY ALSO APPEARED IN BENNINGTON AND GREENSBORO VT, BUFFALO AND NEW YORK NY, NAPLES AND LITTLE PALM ISLAND FL, AND BOULDER, DILLON, AND DENVER CO, WITH AN ADDITIONAL APPEARANCE ON COLORADO PUBLIC RADIO. THE QUARTET VISITED ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOLS IN CRAWFORDVILLE, TALLAHASSEE, HAVANA, QUINCY, AND GRETNA, FL, WHICH RESULTED IN AN UNPRECEDENTED 3 BUSLOADS OF SCHOOL CHILDREN REQUESTING TRANSPORT TO ATTEND THE TICKETED CONCERT AS A RESULT OF OUR EVENTS AT THEIR SCHOOLS. CDSQ WORKED WITH YOUNG PRE-PROFESSIONALS AT THE BACH PARLEY STRING ACADEMY AND ALSO PERFORMED AT SENIOR LIVING FACILITIES IN TALLAHASSEE FLORIDA. THE QUARTET ALSO WORKED WITH AND PERFORMED FOR STUDENTS IN CLASSROOMS IN HILLIARD AND TOLEDO OH, AS WELL AS ANN ARBOR, HART, AND GRAND RAPIDS MI. CARPE DIEM ALSO GAVE MASTERCLASSES, QUESTION AND ANSWER SESSIONS, AND PANEL DISCUSSIONS ABOUT MUSIC AND ENTREPRENEURSHIP AT NORTH TEXAS COMMUNITY COLLEGE IN MT. PLEASANT TX. THE QUARTET ENJOYED THEIR THIRD RESIDENCY AT CARNEGIE MELLON UNIVERSITY IN PITTSBURGH PA, WHERE THEY WORKED WITH GRADUATE STUDENT COMPOSERS, PERFORMING AND RECORDING THEIR WORKS, AND OFFERING REAL-WORLD ADVICE ABOUT SUCCEEDING IN TODAY'S MUSICAL LANDSCAPE. CARPE DIEM WAS ONCE AGAIN IN RESIDENCE AT THE BENNINGTON CHAMBER MUSIC CONFERENCE IN VERMONT, PERFORMING CONCERTS AND TEACHING AND COACHING ADULT AMATEUR CHAMBER MUSICIANS. DUE TO THE COLLABORATIVE NATURE OF MANY OF THE QUARTET'S PROGRAMS, CARPE DIEM WAS ABLE TO BRING THEIR AUDIENCES A WIDE VARIETY OF MUSIC FROM AROUND THE GLOBE, INCLUDING COLLABORATIONS WITH: JOHN GUNTHER - SAXOPHONE (AMERICAN JAZZ); YIHAN CHEN - PIPA (CHINESE MUSIC); DERRIK JORDAN - DRUMS, AND SCOTT MCCONNELL - STEEL PAN (AFRICAN MUSIC); DARIUSH SAGHAFI - SANTUR (IRANIAN MUSIC); AS WELL AS A COLLABORATIVE CONCERT IN STORY WITH COLUMBUS OHIO AUTHOR LINDA KASS. CARPE DIEM CONTINUED TO EXTEND ITS MISSION OF USING MUSIC AS A TOOL TO BRIDGE INTO COMMUNITIES AND RAISE AWARENESS. THE QUARTET BROUGHT FREE FAMILY CONCERTS TO THE CENTRAL OHIO COMMUNITY ON SEIZE THE MUSIC CONCERT WEEKENDS, INVITING FAMILIES OF ALL SIZES AND CHILDREN OF ALL AGES TO LISTEN AND ENJOY THE MUSIC, WHILE MAINTAINING AN INFORMAL ATMOSPHERE AND AN OPEN QUESTION AND ANSWER DIALOGUE THROUGHOUT THE EVENT. CARPE DIEM ALSO PERFORMED FREE CONCERTS FOR SKILLED NURSING FACILITIES AND IN A WIDE VARIETY OF VENUES, INCLUDING A CONCERT AT WINCHESTER PLACE IN CANAL WINCHESTER, OH. CARPE DIEM CONTINUED THEIR POPULAR COLUMBUS-BASED SERIES SEIZE THE MUSIC AT THE MCCONNELL ARTS CENTER (MAC) IN WORTHINGTON OH, EXPLORING MULTIPLE MUSICAL GENRES AS WELL AS PRESENTING THE STANDARD QUARTET REPERTOIRE. WORLD AND OHIO PREMIERES OF WORKS BY MODERN COMPOSERS INCLUDING KORINE FUJIWARA, EINOJUHANI RAUTAVAARA, ESA PEKKA SALONEN, ERBERK ERYILMAZ, REZA VALI, LEV "LJOVA" ZHURBIN, DERRIK JORDAN, DUMISANI MARAIRE, KEVIN VOLANS, BRADLEY SOWASH, AND ADAM SCHOENBERG. THESE WERE PAIRED WITH WORKS FROM THE STANDARD REPERTOIRE BY ANTONIN DVORAK, GEORGE GERSHWIN, ALEXANDER BORODIN, BEDRICH SMETANA, AND DMITRI SHOSTAKOVICH, AS WELL AS RARELY PERFORMED QUARTETS BY ERKKI MELARTIN, JEAN SIBELIUS, SAMUEL COLERIDGE-TAYLOR, AND CHARLES GRIFFES. CARPE DIEM'S SERIES PROGRAMMING IN 2015-16 REPRESENTED REPERTOIRE FROM FINLAND, ZIMBABWE, SOUTH AFRICA, USA, IRAN, TURKEY, THE ROMANI PEOPLE, CZECHOSLOVAKIA, RUSSIA, AND ENGLAND. THE 2015-16 SEASON MARKED CARPE DIEM'S 10TH ANNIVERSARY, MARKED BY CELEBRATIONS, INVENTIVE PROGRAMMING AND A NUMBER OF ACHIEVEMENTS, INCLUDING: "THE 2015 GREATER COLUMBUS ARTS COUNCIL'S ARTISTIC EXCELLENCE AWARD: AWARDED FOR THE COLLABORATIVE MULTIMEDIA PERFORMANCE OF "CLAUDEL," WITH COLUMBUS DANCE THEATRE'S CHOREOGRAPHER AND ARTISTIC DIRECTOR TIM VEACH, AN ORIGINAL SCORE BY CARPE DIEM'S VIOLIST KORINE FUJIWARA AND PERFORMED BY CARPE DIEM STRING QUARTET WITH SINGERS BENJAMIN BUNSOLD AND JENNIFER WHITEHEAD, ORIGINAL POETRY BY KATHLEEN KIRK PERFORMED BY ACTRESS CHRISTINA KIRK, PHOTOGRAPHY BY WES KRONINGER, SCENIC DESIGN BY KATHY AND RICKY GONZALEZ, COSTUME DESIGN BY ELIZABETH HOPKIN AND COSTUME PRODUCTION ASSISTANTS BRENDA SHAPIRO AND MARTHA MCCAULEY, AND THE COMPANY DANCERS OF COLUMBUS DANCE THEATRE. "A 2015 CHAMBER MUSIC AMERICA CLASSICAL COMMISSIONING GRANT WAS AWARDED TO CARPE DIEM STRING QUARTET FOR A NEW COMMISSION OF A STRING QUARTET BY COMPOSER REZA VALI. THIS GRANT HELPED SUPPORT THE COMMISSION AND CREATION OF "RAAK: CALLIGRAPHY NO. 15," WRITTEN FOR CARPE DIEM, WHICH WILL RECEIVE ITS WORLD PREMIERE IN WEILL RECITAL HALL OF CARNEGIE HALL IN JANUARY 2017. "CARPE DIEM WAS HONORED TO BE SELECTED TO PERFORM A SHOWCASED CONCERT AT THE 2016 CHAMBER MUSIC AMERICA CONVENTION IN NEW YORK CITY ON JANUARY 9, 2016. "CDSQ RECEIVED A GENEROUS TRAVEL GRANT FROM MIDATLANTIC ARTS USARTISTS INTERNATIONAL TO ATTEND THE FAJR FESTIVAL IN TEHRAN, IRAN. "IN ADDITION, DESPITE THE POLITICAL CLIMATE, CARPE DIEM HAS EMBARKED ON A PERFORMANCE AND RECORDING PROJECT TO PROMOTE THE MUSIC OF PERSIAN (IRANIAN) COMPOSERS. THE QUARTET CELEBRATED A DECEMBER 2015 RELEASE OF "THE BOOK OF CALLIGRAPHY," A DOUBLE CD SET OF 12 WORKS BY PERSIAN COMPOSER REZA VALI FOR INTERNATIONAL DISTRIBUTION. "CARPE DIEM'S LONG-TERM PROJECT OF RECORDING THE ENTIRE NINE STRING QUARTETS OF SERGEI TANEYEV IS NOW COMPLETE. VOLUME 4 WAS RELEASED FOR GLOBAL DISTRIBUTION IN DECEMBER 2015. SESSIONS AND EDITS HAVE BEEN FINISHED FOR VOLUME 5, WITH A EXPECTED RELEASE DATE OF LATE DECEMBER 2016/EARLY JANUARY 2017 CARPE DIEM EXECUTED A SUCCESSFUL FUNDRAISING DRIVE FOR RECORDING THE COMPLETE STRING QUARTETS OF JONATHAN LESHNOFF. TWO OUT OF THREE SESSIONS WERE COMPLETED IN 2016, WITH THE THIRD EXPECTED TO BE COMPLETED BY EARLY 2017. CARPE DIEM CONTINUED ITS COLLABORATIONS WITH COLUMBUS DANCE THEATRE, INCLUDING WORLD PREMIERES OF "HAMLET: PRISM" WITH ORIGINAL MUSIC BY KORINE FUJIWARA, AND V2, A FATHER/SON PRODUCTION, WITH LIVE MUSIC BY CARPE DIEM STRING QUARTET. CARPE DIEM HAS BECOME ONE OF THE LEADING VOICES OF THE CHAMBER MUSIC WORLD, EXPLORING NEW WAYS TO PRESENT MUSIC, TO INTEGRATE DIFFERENT MUSICAL GENRES, AND TO ATTRACT NEW AUDIENCES. REGULARLY CITED FOR ITS ADVENTUROUS PROGRAMS, CARPE DIEM CONTINUES TO SEIZE THE MUSIC. |
| FORM 990, PAGE 6, PART VI, LINE 2 | JEAN WU I-CHENG HUANG TRUSTEE TRUSTEE SPOUSE |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE TREASURER AN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD OF DIRECTORS REVIEWS ALL COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | BOARD OF DIRECTORS REVIEWS ALL COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | PRIOR PERIOD ADJUSTMENT 1,361 TOTAL 1,361 |
| Software ID: | |
| Software Version: |