2019-07-08T13:27:50-05:00 2018-08-31 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2017-09-01 131664054 The Philharmonic Symphony Society of NY Inc % WILLIAM R THOMAS PHIL 2128755000 10 LINCOLN CENTER PLAZA NEW YORK NY 100236973 WILLIAM R THOMAS EXECUTIVE DIRECTOR 2128755000 2019-07-08 true WILLIAM EPSTEIN P01307171 2129498700 64.238.150.4 26505220191895000013 2019-07-08 P 4A9F4AC42A4805A410A5F4B74733A4A5C071105D 6DE627A2993BB1039CD2ECF0C883BE12F6325C78 2017 2019-02-21 02:37:17Z DEBORAH BORDA 10 LINCOLN CENTER PLAZA NEW YORK NY 100236973 149102958 false X WWW.NYPHIL.ORG X 1853 NY TO MAINTAIN AND FOSTER AN INTEREST IN THE ENJOYMENT OF MUSIC AND MUSICAL AFFAIRS, TO INCULCATE IN ITS MEMBERS IN NEW YORK CITY AND THE WORLD at large an interest in symphonic music. 50 49 773 168 0 130130 58661052 44148666 28030149 26784955 8258778 19694858 -724578 -1131589 94225401 89496890 0 0 0 0 53268898 51962801 372776 260981 4355232 24448090 25374068 78089764 77597850 16135637 11899040 316361338 322040596 66802526 59035325 249558812 263005271 X TO MAINTAIN AND FOSTER AN INTEREST IN THE ENJOYMENT OF MUSIC AND MUSICAL AFFAIRS, TO INCULCATE IN ITS MEMBERS IN THE COMMUNITY OF NEW YORK CITY AND THE WORLD AT LARGE AN INTEREST IN SYMPHOnic MUSIC, AND IN ORDER TO FOSTER SUCH INTEREST AND THE APPRECIATION OF MUSIC, AMONG OTHER THINGS, TO CAUSE THE PERFORMANCE OF SYMPHONIC AND OTHER MUSICAL PERFORMANCES IN THE CONCERT AND OTHER HALLS, AND BY AUDIO AND VISUAL RECORDINGS AND LIVE PERFORMANCES BROADCAST OVER THE RADIO, TELEVISION AND THE WORLD WIDE WEB. false false 55141318 26784955 DURING THE 2017/2018 SEASON 102 REGULAR SUBSCRIPTION CONCERTS WERE PERFORMED FOR THE LISTENING AUDIENCE OF 246,942. THE NEW YORK PHILHARMONIC CONCERT PERFORMANCES MAINTAIN AND FOSTER AN INTEREST IN SYMPHONIC MUSIC FOR INDIVIDUALS OF DIVERGING CULTURES AND BACKGROUNDS. THE NEW YORK PHILHARMONIC SPONSORS A NUMBER OF EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS. SOME OF THESE PROGRAMS ARE AS FOLLOWS: (1) TEACHERS SEMINARS ARE OPEN TO BOTH MUSIC AND NON-MUSIC TEACHERS. THESE PROFESSIONAL DEVELOPMENT SEMINARS EXPLORE BASIC PRINCIPLES OF MUSIC, AND THE REPERTOIRE OF THE NEW YORK PHILHARMONIC. EACH SEMINAR IS TAUGHT BY A FACULTY MEMBER OF THE PHILHARMONIC'S EDUCATION DEPARTMENT AND IS FOLLOWED BY AN EVENING CONCERT BY THE NEW YORK PHILHARMONIC. (2) THE NEW YORK PHILHARMONIC SUPPORTS A PARTNERSHIP PROGRAM WITH A NUMBER OF NEW YORK CITY PUBLIC SCHOOLS. THE GOALS OF THE PROGRAM ARE (A) TO BUILD A FUNDAMENTAL KNOWLEDGE OF MUSIC, OF A SYMPHONY ORCHESTRA AND ITS REPERTOIRE AMONG TEACHERS, STUDENTS AND PARENTS; (B) TO DEVELOP AN ONGOING MULTI-YEAR RELATIONSHIP WITH A BODY OF SCHOOLS IN NEW YORK CITY; AND (C) TO SET A STANDARD OF EXCELLENCE WHICH DEFINES A COMMUNITY. THE PROGRAM INVOLVES PROFESSIONAL DEVELOPMENT FOR TEACHERS, WORKSHOP FOR PARENTS, AND ONGOING IN-SCHOOL SESSIONS FOR STUDENTS SHARED BY THEIR TEACHERS AND TEACHING ARTISTS FROM THE NEW YORK PHILHARMONIC. (3) OPEN REHEARSALS. SCHOOL GROUPS AND THE GENERAL PUBLIC ARE INVITED ON SELECTED MORNINGS TO WATCH THE FASCINATING PROCESS OF A NEW YORK PHILHARMONIC REHEARSAL. (4) YOUNG PEOPLES CONCERTS ARE FORMED TO INTRODUCE YOUNG LISTENERS TO SOME OF THE GREAT MASTERWORKS OF ORCHESTRA, AND SOME OF THE WORLD'S GREAT MUSICIANS. WRITTEN MATERIALS ARE DISTRIBUTED TO THE CHILDREN AT THE CONCERTS. BEFORE EACH YOUNG PEOPLES CONCERT, FAMILIES CAN ENJOY CHILDREN'S PROMENADES, FEATURING A COLORFUL HOUR OF EXCITING DEMONSTRATIONS, MUSIC-MAKING ACTIVITIES AND A CHANCE FOR CHILDREN TO MEET MEMBERS OF THE ORCHESTRA. FOUR CONCERTS ARE PERFORMED PER SEASON. THIS SEASON PERFORMANCE WAS 9,994 INDIVIDUALS. IN 2005-06 THE ORCHESTRA INTRODUCED VERY YOUNG PEOPLE'S CONCERTS FOR PRESCHOOLERS. TEN CONCERTS REACHED AN AUDIENCE OF 3,838 PEOPLE DURING THE 2017-18 SEASON. "LIVE FROM LINCOLN CENTER" TELEVISION PERFORMANCES. ONE CONCERT WAS NATIONALLY TELEVISED TO BRING ORCHESTRA INTO OUR HOMES. THE NEW YORK PHILHARMONIC PERIODICALLY MAKES RECORDINGS OF ITS PERFORMANCE FOR INTERNATIONAL SALES AND BROADCASTS ITS PERFORMANCES OVER THE RADIO NATIONALLY AND INTERNATIONALLY. THESE RECORDINGS BRINGS CLASSICAL MUSIC TO PEOPLE ALL OVER THE WORLD AND FOSTER THEIR APPRECIATION OF SYMPHONIC MUSIC AND REPERTOIRE. EACH SEASON THE NEW YORK PHILHARMONIC ORCHESTRA GOES ON TOUR INSIDE AND OUTSIDE THE UNITED STATES. THE TOUR HELPS TO FOSTER THE GLOBAL REPUTATION OF THE NEW YORK PHILHARMONIC BY BRINGING CLASSICAL MUSIC TO A BROADER AUDIENCE AND DIFFERENT CULTURES. TWENTY ONE TOUR CONCERTS WERE ENJOYED BY AN AUDIENCE OF OVER 44,666 PEOPLE. 55141318 true true false false false false false true false true true true false false true true true false false false true false false true true false false false false true false false false false false false false true true false false false false false false false false true 295 0 true 773 true true true false false false false true true false false false false X 50 49 false false false false false false false true true false false false true true true true true true true false CA CT FL GA IL KY LA MD MA MI NH NJ NM NY NC OH OK OR PA RI SC TN VA WV WI X X WILLIAM R THOMAS 2128755000 10 LINCOLN CENTER PLAZA NEW YORK NY 100236973 OSCAR S SCHAFER CHAIRMAN 4.0 0.0 X X 0 0 0 PETER W MAY VICE CHAIRMAN 4.0 0.0 X X 0 0 0 DAISY M SOROS SECRETARY 4.0 0.0 X X 0 0 0 LAURA CHANG TREASURER 4.0 0.0 X X 0 0 0 LAWRENCE D ACKMAN DIRECTOR 4.0 0.0 X 0 0 0 ALEC BALDWIN DIRECTOR 4.0 0.0 X 0 0 0 DR KATHRYN BEAL DIRECTOR 4.0 0.0 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4.0 0.0 X 0 0 0 JAMES NEDERLANDER DIRECTOR 4.0 0.0 X 0 0 0 ELIZABETH A NEWMAN DIRECTOR 4.0 0.0 X 0 0 0 CHARLES F NIEMETH DIRECTOR 4.0 0.0 X 0 0 0 GARY W PARR DIRECTOR 4.0 0.0 X 0 0 0 ITZHAK PERLMAN DIRECTOR 4.0 0.0 X 0 0 0 JOEL I PICKET DIRECTOR 4.0 0.0 X 0 0 0 SUSAN ROSE DIRECTOR 4.0 0.0 X 0 0 0 CAROL D SCHAEFER DIRECTOR 4.0 0.0 X 0 0 0 SHIRLEY BACOT SHAMEL DIRECTOR 4.0 0.0 X 0 0 0 LARRY A SILVERSTEIN DIRECTOR 4.0 0.0 X 0 0 0 LAURA J SLOATE DIRECTOR 4.0 0.0 X 0 0 0 YASUSHI TAKAHASHI DIRECTOR (THRU 03/2018) 4.0 0.0 X 0 0 0 YOSHIRO TAKAHASHI DIRECTOR (THRU 03/2018) 4.0 0.0 X 0 0 0 OSCAR L TANG DIRECTOR 4.0 0.0 X 0 0 0 PAMELA THOMAS-GRAHAM DIRECTOR (THRU 09/2017) 4.0 0.0 X 0 0 0 DANIIL TRIFONOV DIRECTOR 4.0 0.0 X 0 0 0 MAGGIE UENG TSAI DIRECTOR 4.0 0.0 X 0 0 0 BOBBY TUDOR DIRECTOR 4.0 0.0 X 0 0 0 RONALD J ULRICH DIRECTOR 4.0 0.0 X 0 0 0 DARIA L WALLACH DIRECTOR 4.0 0.0 X 0 0 0 MARY J WALLACH DIRECTOR 4.0 0.0 X 0 0 0 SANDRA F WARSHAWSKY DIRECTOR 4.0 0.0 X 0 0 0 KATSURAO YOSHIMORI DIRECTOR 4.0 0.0 X 0 0 0 SHIRLEY YOUNG DIRECTOR 4.0 0.0 X 0 0 0 DEBORAH BORDA PRESIDENT & CEO 40.0 0.0 X 577959 0 6801 WILLIAM R THOMAS EXECUTIVE DIRECTOR 40.0 0.0 X 405945 0 123656 JAAP VAN ZWEDEN MUSIC DIRECTOR DESIGNATE 40.0 0.0 X 168000 0 0 FRANK HUANG CONCERT MASTER 40.0 0.0 X 625749 0 62206 CARTER BREY MUSICIAN 40.0 0.0 X 402915 0 50409 CHRISTOPHER MARTIN MUSICIAN 40.0 0.0 X 376987 0 64625 SHERYL CENTANNI ASSOCIATE CONCERTMASTER 40.0 0.0 X 364397 0 63125 LIANG WANG MUSICIAN 40.0 0.0 X 389065 0 23630 R MATTHEW VANBESIEN PRESIDENT (THRU 04/2017) 40.0 0.0 X 263305 0 15126 ALAN GILBERT MUSIC DIRECTOR (thru 08/2017) 40.0 0.0 X 1637188 0 23111 5211510 0 432689 137 true true false OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FL NEW YORK NY 10016 ARTIST MGMT AGENCY 753989 SDA TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING SERV. 551985 SITUATION INTERACTIVE 469 7TH AVENUE SUITE 1300 NEW YORK NY 10018 MARKETING 474700 BUDD ENTERPRISE LTD PO BOX 2254 GRAND CENTRAL STATION NEW YORK NY 10017 TRUCKING COMPANY 331657 Chemistry Communications 535 Smithfield Street Suite 550 PITTSBURGH PA 15222 Advertising Agency 427709 20 633800 5079893 213500 38221473 6638134 44148666 CONCERT RECEIPTS 711130 26154895 26154895 RECORDING AND BROADCASTING 711130 630060 630060 26784955 3183572 3183572 0 68493 0 0 0 74373122 57861836 16511286 16511286 16511286 544150 5079893 1744232 -1200082 -1200082 0 0 0 0 0 0 0 89496890 26784955 18494776 0 0 0 0 1585205 100000 1485205 0 39449096 30069913 7064029 2315154 4299860 3021433 1016176 262251 4380714 2907782 1164585 308347 2247926 1401921 672459 173546 0 747212 747212 94000 94000 0 260981 260981 906195 906195 252972 252972 4527538 4308881 173209 45448 3712739 1962998 1527383 222358 836287 834172 2115 695 695 547045 547045 3690107 3360711 318630 10766 0 24518 14826 9692 644 644 0 803383 803383 164892 38839 126053 PRODUCTION 4726753 4726753 CONCERT HALL RENTAL 2690697 2690697 MISCELLANEOUS 1648391 550695 353122 744574 77597850 55141318 18101300 4355232 X 2688130 5304491 16143958 19998140 66194657 67815998 117175 194734 0 0 0 0 193787 309168 0 0 2524359 2165160 51490215 19598820 30954693 31891395 115362170 103181436 82182409 91180074 0 0 0 0 0 0 316361338 322040596 3899959 5557335 0 0 18330890 16775580 0 0 0 0 0 0 0 0 0 0 44571677 36702410 66802526 59035325 X -36346125 -22632712 117478738 116500441 168426199 169137542 249558812 263005271 316361338 322040596 X 11899040 -4372385 5919804 X false true X true false X 30228393 63937043 78335791 58661052 44148666 275310945 0 0 30228393 63937043 78335791 58661052 44148666 275310945 54740083 220570862 3777769 3000853 2942253 2882088 3252065 15855028 0 0 291165973 137628865 0.75754 0.74245 X X false 213915569 3105413 13892695 12998758 217914919 216042034 5868636 18693912 26689013 213915569 200836387 25494501 5312143 15600997 216042034 205826529 20796099 -7381133 18405108 200836387 194239186 1425022 25725821 15563500 205826529 0.78000 0.22000 false false 29103305 9322170 19781135 22386910 10276650 12110260 31891395 ALTERNATIVE INVESTMENTS 81180074 F RESIDENCE SUBJECT TO LIFE INT 10000000 F 91180074 0 ACCRUED PENSION LIABILITY 30942559 ACCRUED POSTRETIREMENT BENEFIT 5023215 ANNUITIES PAYABLE 736636 36702410 X 90283528 -4372385 145414 5919804 1692833 88590695 906195 906195 89496890 76837069 145414 145414 76691655 906195 906195 77597850 Schedule D Part III, Line 1A Archival collection: The Society maintains a collection of historic and culturally significant musical documents. In accordance with the collection policies commonly followed by museums, the cost or value of these collection items is not included in the statement of financial position. Each item is catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. Items purchased for the collection are recorded as expenses in the year in which the items are purchased. Proceeds from deaccessions are classified as unrestricted, except when donor restrictions apply. SCHEDULE D PART III LINE 4 DESCRIPTION OF COLLECTIONS: THE SOCIETY'S COLLECTIONS CONSIST OF ORIGINAL SCORES OF MUSIC AND OTHER HISTORIC PHOTOGRAPHS. SCHEDULE D PART V LINE 4 USE OF THE SOCIETY'S ENDOWMENT: THE SOCIETY'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING, BUT NOT LIMITED TO, INSTRUMENT CHAIRS, EDUCATION, AND GUEST SOLOISTS AND CONDUCTORS. SCHEDULE D PART X, LINE 2 DISCLOSURE OF LIABILITY FOR UNCERTAIN TAX POSITIONS: The Society is subject to the provisions of the Financial Accounting Standards Board's (the "FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. Due to the Society's general not-for-profit status, ASC Topic 740 has not had, and is not anticipated to have, a material impact on the Society's financial statements. UNRELATED BUSINESS TAXABLE INCOME ("UBTI") TAX EXPENSE REPORTED IN THE STATEMENT OF ACTIVITIES WAS APPROXIMATELY $28,000 DURING FISCAL-YEAR 2018, WHICH REPRESENTS THE SOCIETY'S ACCRUED TAX ON TRANSPORTATION BENEFITS AS REQUIRED BY THE TAX CUTS AND JOB ACT OF 2017 (THE "TCJA"), BEGINNING JANUARY 1, 2018. THERE WAS NO REQUIREMENT TO ACCRUE UBTI TAX EXPENSE PRIOR TO IMPLEMENTATION OF THE TCJA. SCHEDULE D PART XI, LINE 2D CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $ 55,013 PENSION & OTHER POSTRETIREMENT PLAN ADJUSTMENT 5,864,791 ----------- TOTAL ADJUSTMENT $ 5,919,804 =========== Central America and the Caribbean 0 0 Investments 38576081 Europe (Including Iceland and Greenland) 0 0 Investments 13961377 East Asia and the Pacific 0 0 Program Services TOURING 1708441 0 0 0 0 54245899 54245899 false false false false false false Form 990, Schedule F, Part I, Line 3 Column F The investments and expenditures listed on Schedule F, Part I, are reported at fair value and on the accrual basis of accounting, repsectively, in accordance with U.S. Gaap. Form 990, Schedule F, Part IV, Lines 4 and 5 Foreign Investment Filings: The Society maintains investments in foreign partnerships and passive foreign investment companies. All required filings, if any, are completed appropriately and timely filed on behalf of the Society by the respective fund manager. X X X X X X X true SDA TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEPHONE FUNDRAISER false 446502 260981 185521 446502 260981 185521 CA CO CT DC FL GA IL KY LA ME MD MA MI NV NH NJ NM NY NC OH OK OR PA RI SC TN VA WA WV WI opening night 2121493 1889093 232400 642904 spring gala 1476438 1344488 131950 225035 4 2026112 1846312 179800 876292 5624043 5079893 544150 1744231 1744231 -1200081 X true true X X X X X false false false false false false false true false DEBORAH BORDA PRESIDENT & CEO 577959 0 0 0 6801 584760 0 R MATTHEW VANBESIEN PRESIDENT (THRU 04/2017) 213305 50000 0 6479 8647 278431 0 WILLIAM R THOMAS EXECUTIVE DIRECTOR 405945 0 0 100252 23404 529601 0 JAAP VAN ZWEDEN MUSIC DIRECTOR DESIGNATE 168000 0 0 0 0 0 0 0 0 0 168000 0 0 0 ALAN GILBERT MUSIC DIRECTOR (thru 08/2017) 1421188 0 216000 0 23111 1660299 0 FRANK HUANG CONCERT MASTER 575749 50000 0 13356 48850 687955 0 CARTER BREY MUSICIAN 402915 0 0 1559 48850 453324 0 CHRISTOPHER MARTIN MUSICIAN 369487 7500 0 15775 48850 441612 0 SHERYL CENTANNI ASSOCIATE CONCERTMASTER 364397 0 0 14275 48850 427522 0 LIANG WANG MUSICIAN 389065 0 0 6663 16967 412695 0 FORM 990, SCHEDULE J, PART I, LINE 1A First Class or Charter Travel: First class flights are provided in accordance with the provisions of contractual obligations. On occasion, when there is no commercial flight available to accommodate the touring schedule of the orchestra, a charter flight must be used instead. FORM 990, SCHEDULE J, PART I, LINE 3 Compensation Practices: THE BOARD OF DIRECTORS HAS AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT of the Society THAT PROVIDES FOR ALL ASPECTS OF the president's COMPENSATION AND BENEFITS PACKAGE. THE PERSONNEL AND GOVERNANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEW AND APPROVE ANY REVISION OF EMPLOYEE COMPENSATION. WHEN CONSIDERING THE COMPENSATION OF TOP MANAGEMENT, THE PERSONNEL AND GOVERNANCE COMMITTEE REVIEWS SALARy information OF comparable NON-PROFIT ORGANIZATIONS, WHICH INCLUDE SPECIFIC DATA RELATING TO THE NEW YORK METROPOLITAN AREA. WHEN CONSIDERING COMPENSATION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION PAID TO CEOS OF SPECIFIC NON-PROFIT ORGANIZATIONS DEEMED COMPARABLE TO THE Society IN RELATION TO SIMILAR MISSIONS, SCOPE AND SIZE. The amount shown on Schedule J, Column c, "Retirement and other deferred compensation" represents the annual increase in actuarial value of the defined benefit plan only. FORM 990, SCHEDULE J, PART I, LINE 7 AS REPORTED IN SCHEDULE J, PART II, COLUMN B (II), CERTAIN EMPLOYEES ARE ELIGIBLE FOR DISCRETIONARY BONUSES UPON MEETING CERTAIN CRITERIA. 0 JOSHUA BELL DIRECTOR 125000 PERFORMING ARTIST false X 52 6638134 FAIR VALUE false true true SCHEDULE M, PART I, LINE 32A THE SOCIETY USES A THIRD PARTY SERVICE PROVIDER TO SELL ITS DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS FOR FORM 990: THE SOCIETY'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTING FIRM WITH DATA PROVIDED BY ITS FINANCE DEPARTMENT. WHEN THE SOCIETY'S STAFF AND ACCOUNTING FIRM APPROVE THE DRAFT RETURN, IT IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE SOCIETY'S BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE SOCIETY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL OFFICERS, DIRECTORS, AND SENIOR STAFF TO REVIEW AND DISCLOSE POTENTIAL CONFLICTS ANNUALLY. RESPONSES ARE COMPILED AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B Compensation Practices: THE BOARD OF DIRECTORS HAS AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT of the Society THAT PROVIDES FOR ALL ASPECTS OF the president's COMPENSATION AND BENEFITS PACKAGE. THE PERSONNEL AND GOVERNANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEW AND APPROVE ANY REVISION OF EMPLOYEE COMPENSATION. WHEN CONSIDERING THE COMPENSATION OF TOP MANAGEMENT, THE PERSONNEL AND GOVERNANCE COMMITTEE REVIEWS SALARy information OF comparable NON-PROFIT ORGANIZATIONS, WHICH INCLUDE SPECIFIC DATA RELATING TO THE NEW YORK METROPOLITAN AREA. WHEN CONSIDERING COMPENSATION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION PAID TO CEOS OF SPECIFIC NON-PROFIT ORGANIZATIONS DEEMED COMPARABLE TO THE Society IN RELATION TO SIMILAR MISSIONS, SCOPE AND SIZE. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC INSPECTION: FINANCIAL STATEMENTS ARE POSTED ON THE SOCIETY'S WEBSITE. CONFLICT OF INTEREST POLICY AND CERTAIN GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 RECONCILIATION OF NET ASSETS(OTHER CHANGES IN NET ASSETS): CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $ 55,013 PENSION & OTHER POSTRETIREMENT PLAN ADJUSTMENT 5,864,791 ----------- TOTAL ADJUSTMENT $ 5,919,804 ===========