2019-02-25T16:10:43-06:00 2018-06-30 KPMG LLP 1676 INTERNATIONAL DR STE 1200 McLean VA 22102 990 2017-07-01 131923626 THE CARNEGIE HALL CORPORATION % PATRICIA LONG CARN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 PATRICIA LONG CFO 2129039600 2019-02-25 true MARGARET A BRADSHAW P00501222 7032868000 2019-02-25 167.68.102.5 54028020190565000000 2019-02-25 P DA4F556549C95AEC1A4590AB9843AE87D4A12B12 EB2737A96B8F377BD085BED9F3BA68158C374A96 2017 2019-02-21 02:37:17Z Carnegie Hall CLIVE GILLINSON 881 SEVENTH AVENUE NEW YORK NY 10019 246526941 false X www.carnegiehall.org X 1960 NY TO PRESENT MUSIC & MUSICIANS, BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, PROVIDE EDUCATION PROGRAMS, AND PROVIDE NEW WORKS, ARTISTS & AUDIENCES. 73 70 765 145 310317 0 769038 54666786 31497804 34006146 15281 11066132 4682255 3690131 36964378 103429195 600575 834356 0 0 44013651 48276831 0 451247 5873643 47913107 55579659 92527333 105142093 -55562955 -1712898 669831425 676657701 162276552 157644821 507554873 519012880 X SEE SCHEDULE O false false 22799500 17553724 CARNEGIE HALL PRODUCED EVENTS: OF THE 141 EVENTS THAT CARNEGIE HALL PRODUCED, 55% OF THE CONCERTS WERE HELD IN STERN AUDITORIUM (PERELMAN STAGE), 13% OF THE EVENTS IN WEILL RECITAL HALL, AND 32% OF THE EVENTS IN ZANKEL HALL. THESE PRESENTATIONS RANGING FROM ORCHESTRAL CONCERTS, CHAMBER MUSIC, SOLO RECITALS, AND CHORAL PERFORMANCES TO JAZZ, WORLD, AND POPULAR MUSIC ARE MARKETED BOTH AS SUBSCRIPTION SERIES AND AS SINGLE EVENTS. 20059046 16313428 HALL RENTAL OPERATIONS: IN ADDITION TO CARNEGIE HALL'S OWN PRESENTATIONS, CARNEGIE HALL LEASES AND MANAGES CARNEGIE HALL AS AN AUDITORIUM FOR CONCERTS AND OTHER PERFORMANCES TO DIVERSIFY THE EXPOSURE OF MUSIC RELATED ARTS TO THE COMMUNITY. SUCH EVENTS PRESENTED BY OUTSIDE PROMOTERS REPRESENT A SOURCE OF RENTAL INCOME AND BRING A GREATER VARIETY TO THE STAGES, AUGMENTING THE ARTISTIC PROFILE OF CARNEGIE HALL AND UNDERSCORING A LONG TRADITION OF EMBRACING DIVERSITY. TOTAL RENTAL EVENTS WERE 597. 11406562 834356 THE WEILL MUSIC INSTITUTE AT CARNEGIE HALL CREATES BROAD-REACHING MUSIC EDUCATION AND SOCIAL IMPACT PROGRAMS, PLAYING A CENTRAL ROLE IN CARNEGIE HALL'S COMMITMENT TO MAKING GREAT MUSIC ACCESSIBLE TO AS MANY PEOPLE AS POSSIBLE THROUGH CREATIVE MUSICAL INTERACTION AND INSPIRING LIFELONG LEARNING. 8710695 REAL ESTATE OPERATIONS 23219724 927627 OTHER OPS & SPECIAL PROJECTS 31930419 927627 86195527 true true false true false false false true false true true true false false true false true false false false true false false true true false false true true true true false false false false false false false false false true true false false false false true true true false false true 508 0 true 765 true true true false false false false true true false false false false X 73 70 true false true false true true false true true false false true true true true true true true true false AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X PATRICIA LONG 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 X Earle S Altman TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Martina Arroyo TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Emanuel Ax TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Mercedes T Bass VICE CHAIRMAN 1.0 0.0 X X 0 0 0 Norton Belknap TRUSTEE 1.0 0.0 X 0 0 0 Kenneth J Bialkin Secretary 1.0 0.0 X X 0 0 0 Len Blavatnik TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Ronald E Blaylock TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Clarissa Alcock Bronfman VICE CHAIRMAN 1.0 0.0 X X 0 0 0 Nicola Bulgari TRUSTEE 1.0 0.0 X 0 0 0 Valentino D Carlotti TRUSTEE 1.0 0.0 X 0 0 0 Richard A Debs TRUSTEE 1.0 0.0 X 0 0 0 Joyce DiDonato TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Gregory T Durant TRUSTEE 1.0 0.0 X 0 0 0 Judith W Evnin TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Anne M Finucane TRUSTEE 1.0 0.0 X 0 0 0 Renee Fleming TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Edward C Forst Treasurer (UNTIL 10/5/2017) 1.0 0.0 X X 0 0 0 Marina Kellen French TRUSTEE 1.0 0.0 X 0 0 0 Sabrina Fung TRUSTEE (As of 2/14/2018) 1.0 0.0 X 0 0 0 Clive Gillinson EXECUTIVE & ARTISTIC DIRECTOR 60.0 0.0 X X 1931002 0 83819 Marilyn Horne TRUSTEE AS OF MERGER 1.0 0.0 X 5000 0 0 Stephen R Howe Jr TRUSTEE 1.0 0.0 X 0 0 0 Sarkis Jebejian Secretary 1.0 0.0 X X 0 0 0 Robert W Jones TRUSTEE 1.0 0.0 X 0 0 0 Michael ByungJu Kim TRUSTEE (As of 6/14/2018) 1.0 0.0 X 0 0 0 Suzie Kovner TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Robert K Kraft TRUSTEE 1.0 0.0 X 0 0 0 Lang Lang TRUSTEE AS OF MERGER 1.0 0.0 X 17500 0 0 Isabel Leonard TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Michael E Liebowitz TRUSTEE 1.0 0.0 X 0 0 0 Robert I Lipp TRUSTEE (UNTIL 10/5/2017) 1.0 0.0 X 0 0 0 Terry J Lundgren TRUSTEE 1.0 0.0 X 0 0 0 Yo-Yo Ma TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Thomas G Maheras Treasurer 1.0 0.0 X X 0 0 0 Andrew J Martin-Weber TRUSTEE 1.0 0.0 X 0 0 0 Audra McDonald TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Harold McGraw III TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Lester S Morse Jr TRUSTEE 1.0 0.0 X 0 0 0 Clarke Murphy TRUSTEE 1.0 0.0 X 0 0 0 Dennis M Nally TRUSTEE 1.0 0.0 X 0 0 0 Joshua Nash TRUSTEE 1.0 0.0 X 0 0 0 Jessye Norman TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Charles B Ortner TRUSTEE (As of 6/14/2018) 1.0 0.0 X 0 0 0 Gbenga Oyebode TRUSTEE 1.0 0.0 X 0 0 0 William G Parrett TRUSTEE 1.0 0.0 X 0 0 0 Laura H Pomerantz TRUSTEE (Until 2/14/2018) 1.0 0.0 X 0 0 0 Don M Randel TRUSTEE 1.0 0.0 X 0 0 0 Burton P Resnick VICE CHAIRMAN 1.0 0.0 X X 0 0 0 Susan W Rose TRUSTEE 1.0 0.0 X 0 0 0 Charles M Rosenthal TRUSTEE 1.0 0.0 X 0 0 0 Joshua Ruch TRUSTEE 1.0 0.0 X 0 0 0 Sana H Sabbagh TRUSTEE 1.0 0.0 X 0 0 0 Jean E Salata TRUSTEE (As of 6/14/2018) 1.0 0.0 X 0 0 0 Suki Sandler TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Beatrice Santo Domingo TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Thomas P Sculco MD TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Tracy Chutorian Semler TRUSTEE 1.0 0.0 X 0 0 0 Stanley S Shuman TRUSTEE 1.0 0.0 X 0 0 0 David M Siegel TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 AJC Smith TRUSTEE 1.0 0.0 X 0 0 0 Robert F Smith CHAIRMAN 1.0 0.0 X X 0 0 0 Sarah Billinghurst Solomon TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Sir Martin Sorrell TRUSTEE 1.0 0.0 X 0 0 0 Jolyon F Stern TRUSTEE (UNTIL 10/5/2017) 1.0 0.0 X 0 0 0 Sir Howard Stringer TRUSTEE (UNTIL 10/5/2017) 1.0 0.0 X 0 0 0 Kurt G Strovink TRUSTEE 1.0 0.0 X 0 0 0 S Donald Sussman TRUSTEE 1.0 0.0 X 0 0 0 James Taylor TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Richard Tsai TRUSTEE 1.0 0.0 X 0 0 0 Igor Tulchinsky TRUSTEE (AS OF 2/14/2018) 1.0 0.0 X 0 0 0 Linda J Wachner TRUSTEE 1.0 0.0 X 0 0 0 Darren Walker TRUSTEE 1.0 0.0 X 0 0 0 Roy Weathers TRUSTEE (AS OF 2/14/2018) 1.0 0.0 X 0 0 0 Sanford I Weill PRESIDENT 1.0 0.0 X X 0 0 0 David S Winter TRUSTEE (AS OF 6/14/2018) 1.0 0.0 X 0 0 0 James D Wolfensohn TRUSTEE 1.0 0.0 X 0 0 0 Judy Francis Zankel TRUSTEE AS OF MERGER 1.0 0.0 X 0 0 0 Patricia Long CHIEF FINANCIAL OFFICER 60.0 0.0 X 324130 0 80131 Susan J Brady CHIEF DEVELOPMENT OFFICER 60.0 0.0 X 347269 0 214023 Anna Weber GEN MGR Artistic & OPERATIONS 60.0 0.0 X 426218 0 171846 Aaron Levine CHIEF INFORMATION OFFICER 60.0 0.0 X 359747 0 160761 Richard Malenka CHIEF ADMINISTRATIVE OFFICER 60.0 0.0 X 374788 0 136612 Vera Zlatarski GENERAL COUNSEL 60.0 0.0 X 281921 0 71635 Sarah Johnson CHIEF EDUCATION OFFICER 60.0 0.0 X 355660 0 116803 Philip Alfieri STAGEHAND 80.0 0.0 X 425407 0 128690 Synneve Carlino CHIEF COMMUNICATIONS OFFICER 60.0 0.0 X 294702 0 115735 Kenneth Beltrone STAGEHAND 80.0 0.0 X 297062 0 100454 Kenneth Clark STAGEHAND 80.0 0.0 X 305796 0 102375 Dennis O'Connell STAGEHAND 80.0 0.0 X 394821 0 121961 6141023 0 1604845 92 false true false STEALTH SECURITY ASSOC LLC 7 BAY DRIVE COPIAGUE NY 11726 SECURITY 1164530 THE NEW YORK TIMES CO 620 8th Avenue NEW YORK NY 10018 ADVERTISING 884752 VIENNA PHILHARMONIC ORCHESTRA BOSENDORFERSTRABE 12 VIENNA 0 AU A-1010 ARTIST FEES 850260 DCM INC 330 West 38th Street Suite 207 NEW YORK NY 10018 MKT & TELE FUND 807550 ARTISTS ACQUISITIONS LLCOPUS 3 ART 470 Park Avenue South NEW YORK NY 10016 Artist Fees 579180 52 8244225 2040208 44382353 1921344 54666786 BOX OFFICE RECEIPTS-CH PRODUCED EVENTS 711130 17553724 17553724 PERFORMANCES PRODUCED BY OTHERS 711130 16313428 16313428 TOURS OF CARNEGIE HALL 711130 138994 138994 34006146 1725993 1725993 0 31843 31843 15102082 10800840 4301242 0 4301242 4301242 139169440 129829301 9340139 9340139 9340139 467424 8244225 2209328 -1741904 -1741904 0 0 0 557812 258277 299535 299535 0 OTHER INCOME 900099 204564 204564 CATERING 900099 594851 284534 310317 799415 103429195 34794779 310317 13657313 678856 678856 155500 155500 0 0 5761191 1597786 3691509 471896 0 30116748 24768120 3106310 2242318 2868050 2868050 6754932 4612660 1327291 814981 2775910 2106956 457773 211181 0 800932 800932 280500 66000 214500 175170 175170 451247 451247 1121001 1121001 3990909 2839762 910999 240148 4145166 4108232 22080 14854 2786719 2138233 380242 268244 781101 523786 229757 27558 0 342734 342734 2324944 2248877 42916 33151 0 90430 90430 5557189 5557189 0 16195729 15435699 575066 184964 1261583 1261583 CONCERT EXPENSES 13934615 13347089 135 587391 SECURITY 1246417 1246417 REPAIR AND MAINTENANCE 318289 307988 10177 124 BAD DEBTS 171337 136337 35000 54894 -242757 147235 150416 105142093 86195527 13072923 5873643 19687777 17941604 0 0 49788441 67246532 0 0 0 0 0 0 0 0 0 0 4537899 3744949 371751032 118495240 265880655 253255792 154795616 156320424 174688725 177696088 0 0 0 0 452312 452312 669831425 676657701 5791842 7719394 0 0 12752505 13298194 108598351 108660878 0 0 0 0 0 0 8404606 3834606 26729248 24131749 162276552 157644821 X 149844920 141073944 170189910 184804469 187520043 193134467 507554873 519012880 669831425 676657701 X -1712898 10386737 38303 2745865 X false true X true false X 59315257 80428018 42837965 769038 54666786 238017064 0 1274240 1331340 1076021 1094931 1404059 6180591 60589497 81759358 43913986 1863969 56070845 244197655 64978180 179219475 11766894 13435469 14712465 15048798 16859918 71823544 0 535685 535685 316556884 158769309 0.56615 0.78880 X 175070 175070 104515776 104690846 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 181578 178765 126500 175070 661913 250000 250000 250000 250000 1000000 1500000 X X X false 306565906 5614424 20319637 14650000 317849967 278670827 244230 42650849 15000000 306565906 305587782 4896590 -14313545 17500000 278670827 308240967 322790 13724025 16700000 305587782 270393260 203285 53144422 15500000 308240967 0.02380 0.60760 0.36860 false false 8400000 0 8400000 156190003 114169141 42020862 8864691 4326099 4538592 198296338 0 198296338 253255792 EQUITIES 104769331 F ALTERNATIVE INVESTMENTS 35359600 F REAL ESTATE FUNDS 17672150 F PRIVATE EQUITY FUNDS 19895007 F 177696088 0 ACCRUED MIN. PENSION LIABILITY 9115644 ACCRUED PENSION COSTS 15004450 SUSTAINABLE INC PLAN LIABILITY 11655 24131749 127865040 10386737 1901664 12288401 115576639 1121001 -13268445 -12147444 103429195 116407033 1863361 10522580 12385941 104021092 1121001 1121001 105142093 OTHER REVENUE INCLUDED ON FORM 990 BUT NOT ON AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSES: $ $(10,800,840) COST OF GOODS SOLD (258,277) FUNDRAISING EVENTS (2,209,328) TOTAL OTHER LINE 4B = $(13,268,445) OTHER EXPENSES INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSES $10,800,840 COST OF GOODS SOLD 258,277 FUNDRAISING EVENTS 2,209,328 ACTUARIAL GAIN ON PENSION PLAN (2,745,865) TOTAL OTHER LINE 2D = $10,522,580 ART COLLECTION SCHEDULE D, PART III, LINE 4 THE ROSE MUSEUM EXHIBITS CARNEGIE HALL'S HISTORY AND ARCHIVAL TREASURES. THE PERMANENT EXHIBIT CONTAINS A CHRONOLOGY OF EVENTS FROM 1891 TO THE PRESENT, A HISTORY OF THE BUILDING, AS WELL AS ITEMS RELATING TO PERFORMANCES AND PERFORMERS. ON A REGULAR BASIS, TO PROVIDE AN ADDITIONAL DIMENSION TO A FESTIVAL OR MAJOR EVENT, TEMPORARY EXHIBITS ARE SHOWN WHICH MAY FEATURE MATERIAL BORROWED FROM OTHER ARCHIVES OR MUSEUMS. TOURS OF CARNEGIE HALL ARE CONDUCTED BY CARNEGIE HALL MUSIC AMBASSADORS (CARNEGIE HALL'S VOLUNTEERS). TOURS ALLOW VISITORS TO TAKE A JOURNEY THROUGH THE BUILDING AND LEARN MORE ABOUT THE CARNEGIE HALL STORY - FROM ANDREW CARNEGIE, TO ISAAC STERN LEADING THE EFFORT TO SAVE CARNEGIE HALL FROM DESTRUCTION, TO WELL OVER A CENTURY OF MEMORABLE PERFORMANCES. UNCERTAIN TAX POSITION SCHEDULE D, PART X, LINE 2 THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING ASC 740 (FORMERLY FIN 48) BECAUSE IT DID NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. Part V Endowment Funds Form 990, Schedule D, Part V. Carnegie Hall's endowment funds support Carnegie Hall's activities, in accordance with various donor requirements. Europe (Including Iceland and Greenland) Program Services ARTS PROGRAMMING 8163 South America Program Services ARTS PROGRAMMING 608952 East Asia and the Pacific Program Services ARTS PROGRAMMING 8265 Central America and the Caribbean Investments 74217701 North America Program Services ARTS PROGRAMMING 185307 75028388 75028388 true false true true true false FOREIGN PROGRAM EXPENDITURES PART I, LINE 3 THE FOREIGN EXPENDITURES ON PART I, LINE 3 ARE REPORTED ON THE ACCRUAL BASIS. X X X X X X X true DCM INC 330 WEST 38TH STREET SUITE 207 NEW YORK NY 10018 TELEFUND RAISING false 1196850 451247 745603 1196850 451247 745603 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Opening Night 4612591 4361019 251572 51031 294494 128545 101728 Musical Gala 1625383 1567674 57709 76862 615441 37268 2 2473675 2315532 158143 51027 168571 201439 475772 8711649 8244225 467424 102058 539927 945425 614768 2202178 -1734754 true Sprout by Design LLC 760 St Nicholas Ave 2 New York NY 10031 460809789 30000 Arts Programming The Atlanta Music Project Inc 1280 Peachtree St NE STE 4074 Atlanta GA 30309 800557088 501(C)(3) 40000 Arts Programming Community Music Works 1392 Westminster St Providence RI 02909 050507426 501(C)(3) 40000 Arts Programming El Sistema Oklahoma Inc 3220 Quail Springs Pkwy Oklahoma City OK 73134 471650812 501(C)(3) 35000 Arts Programming Enriching Lives Through Music 2955 Kerner Blvd STE B San Rafael CA 94901 463586448 501(C)(3) 30000 Arts Programming INTAKE Organization Inc 20 Forest St Stamford CT 06901 900725572 501(C)(3) 30000 Arts Programming Kalamazoo Symphony Orchestra 359 S Kalamazoo Mall Ste 100 Kalamazoo MI 49009 386005710 501(C)(3) 30000 Arts Programming Kidznotes Inc 1309 Halley St Durham NC 27707 270446845 501(C)(3) 35000 Arts Programming Louisiana Philharmonic Orchestra 1010 Common St Ste 2120 New Orleans LA 70112 721189023 501(C)(3) 35000 Arts Programming Opportunity Music Project Foundation Inc 4 West 43rd St Ste 621 New York NY 10036 463720767 501(C)(3) 20000 Arts Programming Metropolitan Youth Orchestra of Central Alabama 1500 6th Avenue N Birmingham AL 35203 260363083 501(C)(3) 30000 Arts Programming The People's Music School 931 W Eastwood Ave Chicago IL 60640 510192597 501(C)(3) 30000 Arts Programming El Paso Symphony Tocando 1 Civic Center Plaza El Paso TX 79901 746000772 501(C)(3) 40000 Arts Programming Youth Orchestra of St Luke's 450 West 47th St Ste 502 New York NY 10036 510201839 501(C)(3) 35000 Arts Programming 2020 Vision for Schools Inc 8225 5th Ave 323 Brooklyn NY 11209 453023036 501(C)(3) 15000 Arts Programming Cobra Performing Arts Inc 2 Fisher Court White Plains NY 10601 472083868 501(C)(3) 10933 Arts Programming Fame Airbrush 20 Jay St Ste 740 Ronkonkoma NY 11779 263990491 82400 Arts Programming The International Child Progam Inc 127 W127th St Ste 126 New York NY 10027 463351722 501(C)(3) 38000 Arts Programming Building Beats Inc 215 Maujer St 2R Brooklyn NY 11206 461233303 501(C)(3) 26967 Arts Programming Green Earth Poets CafE 521 St Marks Ave 7C Brooklyn NY 11238 464951821 501(C)(3) 23000 Arts Programming Projectivity Group Inc 27 Townsend Avenue Staten Island NY 10304 475358971 501(C)(3) 15000 Arts Programming 19 2 Grant Funding 3 155500 MONITORING THE USE OF GRANT FUNDS ARTS PROGRAM PROVIDERS AND INDIVIDUAL RECIPIENTS ARE REQUIRED TO SUBMIT WRITTEN REPORTS DETAILING PROGRAMMATIC ACTIVITY AND GRANT SPENDING IN CONNECTION WITH THE PROJECT. X X true true X X X X false true false false false false false false false Clive Gillinson EXECUTIVE & ARTISTIC DIRECTOR 1264367 0 0 0 666635 0 69955 0 13864 0 2014821 0 0 0 Patricia Long CHIEF FINANCIAL OFFICER 298078 0 0 26052 0 74386 0 5745 0 404261 0 20000 0 Susan J Brady CHIEF DEVELOPMENT OFFICER 262925 0 0 0 84344 0 181793 0 32230 0 561292 0 78000 0 Anna Weber GEN MGR Artistic & OPERATIONS 314786 0 0 111432 0 143655 0 28191 0 598064 0 108000 0 Aaron Levine CHIEF INFORMATION OFFICER 270935 0 0 88812 0 127492 0 33269 0 520508 0 83500 0 Richard Malenka CHIEF ADMINISTRATIVE OFFICER 286610 0 0 88178 0 124903 0 11709 0 511400 0 83500 0 Vera Zlatarski GENERAL COUNSEL 269081 0 0 12840 0 45382 0 26253 0 353556 0 0 0 Sarah Johnson CHIEF EDUCATION OFFICER 280820 0 0 74840 0 103655 0 13148 0 472463 0 72000 0 Philip Alfieri STAGEHAND 425407 0 0 0 0 0 67006 0 61684 0 554097 0 0 0 Synneve Carlino CHIEF COMMUNICATIONS OFFICER 242609 0 0 52093 0 104026 0 11709 0 410437 0 0 0 Kenneth Beltrone STAGEHAND 297062 0 0 0 0 0 57380 0 43074 0 397516 0 0 0 Kenneth Clark STAGEHAND 305796 0 0 0 0 0 58035 0 44340 0 408171 0 0 0 Dennis O'Connell STAGEHAND 394821 0 0 0 0 0 64712 0 57249 0 516782 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING WAS PROVIDED FOR THE EXECUTIVE AND ARTISTIC DIRECTOR OF CARNEGIE HALL AND WAS REPORTED AS TAXABLE COMPENSATION. EACH SUMMER, CARNEGIE HALL'S WEILL MUSIC INSTITUTE BRINGS TOGETHER THE BRIGHTEST YOUNG PLAYERS FROM ACROSS THE COUNTRY TO FORM THE NATIONAL YOUTH ORCHESTRA OF THE UNITED STATES OF AMERICA (NYO-USA), A FREE PROGRAM FOR ALL PARTICIPANTS. FOLLOWING A COMPREHENSIVE AUDITION PROCESS AND A THREE-WEEK TRAINING RESIDENCY WITH LEADING PROFESSIONAL ORCHESTRA MUSICIANS, THESE REMARKABLE TEENAGERS EMBARK ON A TOUR TO SOME OF THE GREAT MUSIC CAPITALS OF THE WORLD, SERVING AS DYNAMIC MUSIC AMBASSADORS. IN FISCAL YEAR 2018, AFTER PERFORMING IN CARNEGIE HALL THE ORCHESTRA TRAVELED TO MEXICO, ECUADOR AND COLOMBIA. CHARTER FLIGHTS WERE USED TO TRANSPORT APPROXIMATELY 115 ORCHESTRA MEMBERS AND 3 SENIOR STAFF TO THE VARIOUS VENUES. THIS WAS NOT REPORTED AS TAXABLE INCOME FOR THE SENIOR STAFF MEMBERS. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM SCH J PART I LINE 4B THE CARNEGIE HALL CORPORATION MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED PLANS, A SERP AND A KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN. THE SERP COVERED CLIVE D. GILLINSON. THE KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN COVERED SUSAN J. BRADY, ANNA WEBER, AARON LEVINE, RICHARD MALENKA, PATRICIA LONG, VERA ZLATARSKI, SARAH JOHNSON, AND SYNNEVE CARLINO. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THE CARNEGIE HALL CORPORATION IS REPORTING THE PLAN PARTICIPANTS, AMOUNTS SUBSTANTIALLY VESTED AND INCLUDED AS TAXABLE INCOME AND AMOUNTS DEFERRED, NOT SUBSTANTIALLY VESTED, AND NOT INCLUDED IN PARTICIPANT'S TAXABLE INCOME. PLAN PARTICIPANTS - CLIVE D. GILLINSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $436,601 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 ANNA WEBER AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $109,500 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $111,000 AARON LEVINE AMOUNT SUBSTANTIALLY VESTED AND TAXABLE -$84,368 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $85,233 RICHARD MALENKA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $84,566 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $85,834 SUSAN J. BRADY AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $78,800 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $79,600 PATRICIA LONG AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $22,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $34,000 SARAH JOHNSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $74,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $76,000 VERA ZLATARSKI AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $12,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $24,000 SYNNEVE CARLINO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $50,833 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $51,667 A THE TRUST FOR CULTURAL RESOURCES CYN Series 2009A 911882413 649717QJ7 2009-12-03 109769382 Ref 2002 Bds and Capital Improveme false false false A 0 0 109894848 0 0 0 1659202 0 0 66449326 41660854 0 2013 true false true true A false false false false 0 false false false true A false false false true false false 0 false 0 false false A true SCHEDULE K, PART I, BOND ISSUE: (A) Issurer Name: The Trust for Cultural Resources of the City of New York (F) Description of Purpose: The proceeds of the bonds were used to (a) construct, renovate, and equip the corporation's facilities and (b) TWO SIGMA INVESTMENTS LLC SEE PART V 908557 INVESTMENTS false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS Organizations affiliated with members of the board of trustees occasionally provide services to Carnegie Hall. The arrangements for these services are negotiated on an arm's length basis and are reviewed by independent members of the board of trustees under the organization's conflict of interest policy. Two Sigma Investments LLC - Entity over 35% controlled by David M Siegel, Trustee. X 12825 1864664 FMV X VARIOUS MISC. 1511 56680 FMV false false false Form 990 Part III Line 1 CARNEGIE HALL'S MISSION IS TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, TO PROVIDE VISIONARY EDUCATION PROGRAMS, AND TO FOSTER THE FUTURE OF MUSIC THROUGH THE CULTIVATION OF NEW WORKS, ARTISTS, AND AUDIENCES. RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 THOMAS MAHERAS AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND JOSHUA NASH HAVE A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND S. DONALD SUSSMAN HAVE A BUSINESS RELATIONSHIP. ROBERT JONES AND DAVID SIEGEL HAVE A BUSINESS RELATIONSHIP ROBERT SMITH AND SARKIS JEBEJIAN HAVE A BUSINESS RELATIONSHIP. MICHAEL LIEBOWITZ AND S. DONALD SUSSMAN HAVE A BUSINESS RELATIONSHIP. ROBERT JONES AND S. DONALD SUSSMAN HAVE A BUSINESS RELATIONSHIP. ROBERT JONES AND MICHAEL LIEBOWITZ HAVE A BUSINESS RELATIONSHIP. ROBERT SMITH AND SANFORD WEILL HAVE A BUSINESS RELATIONSHIP. SANFORD WEILL AND LANG LANG HAVE A BUSINESS RELATIONSHIP. DAVID WINTER AND ANNE FINUCANE HAVE A BUSINESS RELATIONSHIP. DAVID WINTER AND ROBERT SMITH HAVE A BUSINESS RELATIONSHIP. EDWARD FORST AND BURTON RESNICK HAVE A BUSINESS RELATIONSHIP. TRACY SEMLER AND STANLEY SHUMAN HAVE A BUSINESS RELATIONSHIP. MEMBERS FORM 990, PART VI, SECTION A, LINES 6 AND 7A - The organization was historically formed as a membership corporation by an act of the New York State Legislature in 1960. Members elected trustees at the organization's annual meeting, and the trustees could in turn elect other trustees. All members were also trustees. The members were eliminated as of December 1, 2017. BOARD REVIEW OF FORM 990 FORM 990, PART VI, SECTION A, LINE 11B - THE FORM 990 IS PREPARED BY CARNEGIE HALL'S EXTERNAL ACCOUNTING FIRM WITH THE ASSISTANCE OF STAFF. THE DRAFT REPORT IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL TRUSTEES BEFORE FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C - The Organizations conflict of interest policy for trustees, officers and key persons is intended to identify, disclose, evaluate and address actual, potential and apparent conflicts of interest that might, in fact or appearance, call into question these individuals duty of loyalty to Carnegie Hall, as well as to gather information required for the Form 990 Report. The independent board governance committee is responsible for overseeing implementation of and compliance with the Conflict of Interest Policy. Every covered person is furnished with a copy of the policy prior to the commencement of duties, and must submit an acknowledgment and disclosure statement prior to initial election, appointment or hiring, and annually thereafter, and update it as necessary to reflect changes during the course of the year. The governance committee reviews Conflict of Interest disclosures annually and as new disclosures are made. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A AND 15B - Compensation for the executive and artistic director and any other officers and the key employees of the organization is reviewed and approved by independent members of the board compensation committee or other independent trustees, following a review of comparability data (such as forms 990 and other sources of salary information for functionally comparable positions at similarly situated organizations in similar geographic locations). The deliberation and decision of these independent trustees is contemporaneously documented. PUBLIC DISCLOSURE Form 990, Part VI, Section C, Line 19 - Carnegie Hall makes its annual report which contains highlights of programs and financial information and three years of audited financial statements available on its website. The Form 990 is available upon request, on Carnegie Hall's website and on other websites such as guidestar.org. Carnegie Hall also makes key organizational policies, such as its Code of Ethics, Gift Acceptance Policies and Guidelines and Whistleblower policy, publicly available on its website. The governing documents and conflict of interest policy are not currently publicly available. NET ASSETS RECONCILIATION Form 990, Part XI, Line 9 NET PERIODIC GAIN FAS 158: 2,745,865 ------------------- 2,745,865 FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ITS BY-LAWS, THE ORGANIZATIONS BOARD OF TRUSTEES DELEGATES AUTHORITY TO AN EXECUTIVE COMMITTEE, SUBJECT TO THE LIMITATIONS OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS TO THE BOARD. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS Form 990, Part VI, Section A, Line 4 - Carnegie Hall's certificate of incorporation was amended as of December 1, 2017 and its by-laws were amended and restated as of the same date, to eliminate members. SPLIT INTEREST TRUST CRATS (1) CRAT NY CHC TRUST true Split Interest Tr Cruts (3) CRUT NY CHC Trust true Split Interest Trusts PLIF (1) PLIF NY CHC trust true false false false false false false false false false false false false false false false false false false true SPLIT INTEREST TRUSTS PLIF (1) s 50194 FMV