2015-06-04T07:15:58-05:00 2014-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2013-07-01 136136259 CARNEGIE HALL SOCIETY INC % PATRICIA LONG CARN 2129039600 881 SEVENTH AVENUE Suite NEW YORK NY 10019 PATRICIA LONG CFO 2129039600 2015-06-02 true MARGARET A BRADSHAW P00501222 2129039600 2015-06-02 2013 2016-02-25 16:41:14Z X CLIVE GILLINSON 881 SEVENTH AVE NEW YORK NY 10019 48030806 false X www.carnegiehall.org X 1960 NY TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. 53 50 0 53 0 -423407 66838505 46373798 0 0 900078 783460 -923350 -680543 66815233 46476715 58429093 57767653 0 0 2870813 3002795 339483 367755 4342478 6619676 8790812 68259065 69929015 -1443832 -23452300 369959025 400839097 110470902 110511616 259488123 290327481 TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. false false 57767653 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X PATRICIA LONG 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 EARLE S ALTMAN TRUSTEE 1.0 0.0 X 0 0 0 MARTINA ARROYO TRUSTEE 1.0 0.0 X 0 0 0 MERCEDES T BASS VICE CHAIRMAN 1.0 0.0 X X 0 0 0 KENNETH J BIALKIN SECRETARY 1.0 0.0 X X 0 0 0 RONALD E BLAYLOCK TRUSTEE 1.0 0.0 X 0 0 0 CLARISSA ALCOCK BRONFMAN VICE CHAIRMAN 1.0 0.0 X X 0 0 0 YOKO NAGAE CESCHINA TRUSTEE 1.0 0.0 X 0 0 0 GREGORY T DURANT TRUSTEE 1.0 0.0 X 0 0 0 JUDITH W EVNIN TRUSTEE 1.0 0.0 X 0 0 0 ANNE M FINUCANE TRUSTEE 1.0 0.0 X 0 0 0 RENEE FLEMING TRUSTEE 1.0 0.0 X 0 0 0 EDWARD C FORST TREASURER 1.0 0.0 X X 0 0 0 CLIVE GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 1.0 60.0 X X 0 1290950 26643 THE HONORABLE ROY M GOODMAN TRUSTEE 1.0 0.0 X 0 0 0 KLAUS JACOBS VICE CHAIRMAN 1.0 0.0 X X 0 0 0 ROBERT W JONES TRUSTEE 1.0 0.0 X 0 0 0 GILBERT KAPLAN TRUSTEE 1.0 0.0 X 0 0 0 MARK E KINGDON TRUSTEE 1.0 0.0 X 0 0 0 SUZANNE KOVNER TRUSTEE 1.0 0.0 X 0 0 0 LANG LANG TRUSTEE 1.0 0.0 X 0 0 0 ISABEL LEONARD TRUSTEE(ELECTED OCTOBER 2013) 1.0 0.0 X 0 0 0 ROBERT I LIPP TRUSTEE 1.0 0.0 X 0 0 0 YO-YO MA TRUSTEE 1.0 0.0 X 0 0 0 PETER W MAY VICE CHAIRMAN 1.0 0.0 X X 0 0 0 AUDRA MCDONALD TRUSTEE 1.0 0.0 X 0 0 0 HAROLD MCGRAW III TRUSTEE 1.0 0.0 X 0 0 0 DENNIS M NALLY TRUSTEE 1.0 0.0 X 0 0 0 JOSHUA L NASH TRUSTEE 1.0 0.0 X 0 0 0 FRANK N NEWMAN TRUSTEE 1.0 0.0 X 0 0 0 JESSYE NORMAN TRUSTEE 1.0 0.0 X 0 0 0 ANDREW M PAUL TRUSTEE(ELECTED OCTOBER 2013) 1.0 0.0 X 0 0 0 RONALD O PERELMAN VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LAURA H POMERANTZ TRUSTEE 1.0 0.0 X 0 0 0 DON M RANDEL TRUSTEE 1.0 0.0 X 0 0 0 OSCAR DE LA RENTA TRUSTEE 1.0 0.0 X 0 0 0 BURTON P RESNICK VICE CHAIRMAN 1.0 0.0 X X 0 0 0 WILLIAM D RONDINA TRUSTEE 1.0 0.0 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 SANA H SABBAGH TRUSTEE 1.0 0.0 X 0 0 0 SUKI SANDLER TRUSTEE 1.0 0.0 X 0 0 0 BEATRICE SANTO DOMINGO TRUSTEE 1.0 0.0 X 0 0 0 THOMAS P SCULCO MD TRUSTEE 1.0 0.0 X 0 0 0 HENRY T SEGERSTROM TRUSTEE 1.0 0.0 X 0 0 0 DAVID M SIEGEL TRUSTEE 1.0 0.0 X 0 0 0 AJC SMITH TRUSTEE 1.0 0.0 X 0 0 0 ROBERT F SMITH TRUSTEE 1.0 0.0 X 0 0 0 SIR HOWARD STRINGER TRUSTEE 1.0 0.0 X 0 0 0 KURT G STROVINK TRUSTEE 1.0 0.0 X 0 0 0 JAMES TAYLOR TRUSTEE 1.0 0.0 X 0 0 0 SANFORD I WEILL CHAIRMAN 1.0 0.0 X X 0 0 0 JUDY FRANCIS ZANKEL TRUSTEE 1.0 0.0 X 0 0 0 JOHN W ZICK TRUSTEE 1.0 0.0 X 0 0 0 ANN ZIFF TRUSTEE 1.0 0.0 X 0 0 0 THEODORE E PHILLIPS DIRECTOR OF FINANCE 1.0 60.0 X 0 360583 27712 Connie Claman Acting Director of Finance 1.0 60.0 X 0 0 0 0 1651533 54355 0 false true false 0 7537412 3844581 34991805 11034862 46373798 0 786899 786899 0 0 0 0 0 174123 177562 -3439 -3439 -3439 695986 7537412 1376529 -680543 -680543 0 0 0 46476715 102917 57767653 57767653 0 0 0 0 0 0 0 2323079 2323079 0 679716 679716 0 0 0 0 182871 182871 367755 367755 1073432 1073432 217668 217668 9605 9605 278216 278216 27979 27979 0 0 24510 24510 0 0 5435425 5435425 0 0 0 CONCERT EXPENSES 573823 573823 PURCHASE OF CH TICKETS 248267 248267 BAD DEBT 231314 231314 HOUSE CHARGES- CHC 201900 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0 0 0 0 0 270393260 203285 53144422 15500000 308240967 249340602 322971 35329687 14600000 270393260 261307558 1889256 -1456212 12400000 249340602 231758477 1108378 40440703 12000000 261307558 212197447 2852047 28866983 12158000 231758477 0.02000 0.59060 0.38940 false false EQUITIES 43061101 F ALTERNATIVE INVESTMENTS 9588778 F REAL ESTATE FUNDS 13353678 F PRIVATE EQUITY FUNDS 36159175 F 102162732 143675591 53561274 35300 43299204 96895778 46779813 1073431 -1376529 -303098 46476715 100059908 23796 31180528 31204324 68855584 1073431 1073431 69929015 OTHER REVENUE INCLUDED ON AFS BUT NOT FORM 990, PART VIII SCHEDULE D, PART XI, LINE 2D AFFILIATE'S REVENUE : $ 91,069,839 AFFILIATE'S EXPENSES RECLASSED IN REVENUE : 8,722,776 INTERCOMPANY GRANT ELIMINATED : (57,767,653) AFFILIATE'S DONATED SERVICES : 1,274,240 rounding 2 ------------ TOTAL OTHER LINE 2D = $ 43,299,204 OTHER REVENUE INCLUDED ON FORM 990, PART VIII BUT NOT IN AFS SCHEDULE D, PART XI, LINE 4B FUNDRAISING EXPENSES (1,376,529) OTHER EXPENSES INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT FORM 990 SCHEDULE D, PART XII, LINE 2D AFFILIATE'S EXPENSES : $ 77,092,400 AFFILIATE'S EXPENSES RECLASSED TO REVENUE : 8,722,776 AFFILIATE'S DONATED SERVICES : 1,274,240 INTERCOMPANY GRANT ELIMINATED : (57,767,653) INTERCOMPANY EXPENSE ELIMINATED : (718,880) ACTUARIAL GAIN ON PENSION PLAN : 1,201,116 FUNDRAISING EXPENSES : 1,376,529 ------------- TOTAL OTHER LINE 2D = 31,180,528 ENDOWMENT FUNDS SCHEDULE D, PART V THE CARNEGIE HALL SOCIETY'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT THE OPERATIONS OF CARNEGIE HALL. 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. Central America and the Caribbean Investments 99069520 99069520 99069520 true false true true true false PART I, LINE 3, COLUMN (F) INVESTMENTS ARE REPORTED AT BOOK VALUE AT THE END OF THE TAX YEAR. X X X X X X X true SDA TELESERVICES INC 5757 W Century Blvd Los Angeles CA 90045 TELEFUNDRAI SING false 971713 358606 613107 Community Counseling Service Co L 461 Fifth Avenue New York NY 10017 Consulting services false 35000 971713 393606 613107 AL AK AZ AR CA CO CT FL KS KY LA ME MD MA MI MS MO NH NJ NY NC ND OH OK PA SC TN UT VA WA WV OPENING NIGHT 3338219 3129219 209000 105950 248905 13600 184968 MEDAL OF EXCEL 3061236 2639491 421745 205080 120362 54361 172281 3 1833943 1768702 65241 53520 137915 616689 83541 8233398 7537412 695986 364550 507182 684650 440790 1997172 -1301186 false The Carnegie Hall Corporation 881 Seventh Avenue New York NY 10019 131923626 501(c)(3) 57767653 Support and Operations 1 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE ONLY GRANT MADE BY THE CARNEGIE HALL SOCIETY, INC. WAS TO THE CARNEGNE HALL CORPORATION, A CLOSELY AFFILIATED ORGANIZATION. ACCORDINGLY, GRANT OVERSIGHT PROCEDURES ARE NOT NEEDED. X X X true true false true false false false false false false false CLIVE GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 0 939282 0 0 0 351668 0 0 0 26643 0 1317593 0 0 THEODORE E PHILLIPS DIRECTOR OF FINANCE 0 218884 0 0 0 141699 0 0 0 27712 0 388295 0 0 COMPENSATION PAID BY RELATED ORGANIZATION CARNEGIE HALL SOCIETY DOES NOT HAVE EMPLOYEES. EMPLOYEES OF CARNEGIE HALL CORPORATION, A RELATED ORGANIZATION, CARRY OUT CERTAIN ACTIVITIES ON BEHALF OF CARNEGIE HALL SOCIETY. ACCORDINGLY, COMPENSATION FOR CERTAIN INDIVIDUALS IS SHOWN AS BEING PAID BY A RELATED ORGANIZATION ON FORM 990, WHICH IS DETERMINED ANNUALLY BY THE CHAIRMAN AND TREASURER OF THE CARNEGIE HALL CORPORATION'S BOARD, WHO ARE FREE OF CONFLICTS OF INTEREST UNDER THE CONFLICT OF INTEREST POLICY. COMPENSATION IS DETERMINED BASED UPON COMPARABILITY DATA, SUCH AS FORM 990 AND OTHER SOURCES OF SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED PERFORMING ARTS ORGANIZATIONS IN SIMILAR GEOGRAPHIC LOCATIONS. THE ORGANIZATION DOCUMENTS CONTEMPORANEOUSLY AND RETAINS RECORDS OF THE COMPENSATION DETERMINATION AND ANALYSIS. SCHEDULE J, PART I, LINE 1A HOUSING WAS PROVIDED TO THE EXECUTIVE AND ARTISTIC DIRECTOR OF CARNEGIE HALL, AND WAS REPORTED AS TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS AND HEALTH OR SOCIAL DUES HAVE BEEN CHECKED BECAUSE THE ORGANIZATION HAS A POLICY COVERING THESE ITEMS. NO EXPENDITURES WERE INCURRED FOR THESE ITEMS DURING THE REPORTING YEAR. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN Form Sch J Part I Line 4b THE CARNEGIE HALL CORPORATION MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES. 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 AND NOT SUBSTANTIALLY VESTED. PLAN PARTICIPANTS - CLIVE D. GILLINSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE: $129,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE: $ 0 THEODORE E. PHILLIPS AMOUNT SUBSTANTIALLY VESTED AND TAXABLE: $140,508 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE: $0 A THE TRUST FOR CULTURAL RESOURCES OF THE CITY OF NY 911882413 649717QJ7 2009-12-03 109769382 THE TRUST FOR CULTURAL RESOURCES O false false false A 0 0 109769382 0 0 0 0 0 1659202 0 0 0 true false true true A false false false false 0 true false false false A false false false false false false 0 false 0 false false A false X 36 10938384 FMV X THROAT DROPS 1134000 37931 FMV X MISCELLANEOUS GIFT ITEMS 330 23250 FMV X BEVERAGES AND RELATED 644 21277 FMV X OTHER MISCELLANEOUS ITEMS 658 14020 FMV false false false MEMBERS FORM 990, PART VI, SECTION A, LINES 6 AND 7A CARNEGIE HALL SOCIETY'S FIRST MEMBERS WERE THE INDIVIDUALS WHO FOUNDED THE CARNEGIE HALL CORPORATION, INC. AND SIGNED ITS ARTICLES OF INCORPORATION. OVER TIME, THE TRADITION CONTINUED -- MEMBERS CONTINUED TO EXIST AS A GROUP OF INDIVIDUALS DEDICATED TO SUPPORTING CARNEGIE HALL. ALL MEMBERS ARE EITHER CURRENT OR FORMER TRUSTEES. MEMBERS MAY BE APPOINTED BY THE BOARD OF TRUSTEES. THE MEMBERS ELECT TRUSTEES EACH YEAR, AND THOSE TRUSTEES MAY IN TURN APPOINT ADDITIONAL TRUSTEES TO THE BOARD. BOARD REVIEW OF FORM 990 FORM 990, PART VI, SECTION A, LINE 11A THE FORM 990 IS PREPARED BY CARNEGIE HALL'S EXTERNAL ACCOUNTING FIRM WITH THE ASSISTANCE OF CARNEGIE HALL'S STAFF. THE STAFF AND FINANCE DEPARTMENT CAREFULLY REVIEW THE DRAFT FORMS, WHICH ARE THEN PROVIDED TO THE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS DELEGATED RESPONSIBILITY FOR REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE PROVIDES THE FULL BOARD WITH ITS REVIEW COMMENTS. A COPY OF FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES BEFORE FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C CARNEGIE HALL SOCIETY HAS A CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES AS WELL AS SENIOR MANAGEMENT. THEY ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT ANNUALLY TO CONFIRM THEIR COMPLIANCE. THE RESPONSES ARE THEN REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE AND THE SECRETARY OF THE BOARD TO DETERMINE IF CONFLICTS EXIST, AND HOW TO HANDLE ANY SUCH CONFLICTS. IN THE EVENT OF A CONFLICT, THE AUDIT COMMITTEE AND THE SECRETARY DETERMINE APPROPRIATE ACTION, GENERALLY INCLUDING RECUSAL OF THE CONFLICTED INDIVIDUAL FROM BOARD DISCUSSION AND VOTE ON THE APPLICABLE TOPIC AND FROM INVOLVEMENT ON RELATED BUSINESS DECISIONS. CONFLICTS OF INTEREST ARE REPORTED TO THE FULL BOARD OF TRUSTEES. PUBLIC DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 CARNEGIE HALL SOCIETY DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT DOES MAKE ITS ANNUAL REPORT AVAILABLE ON ITS WEB SITE EACH YEAR, WHICH CONTAINS HIGHLIGHTS OF PROGRAM, FINANCIAL, AND OTHER INFORMATION. THE FORM 990 IS AVAILABLE UPON REQUEST AND ON WEBSITES SUCH AS GUIDESTAR.ORG. Reconciliation of Net Assets FORM 990, PART XI, LINE 9 INTERCOMPANY EXPENSE ELIMINATED : 718,880 990 Amended Return Explanation Schedule G Part I was amended to reflect changes to Gross Receipts from Activity and Amount Paid to(or Retained by) Organization. THE CARNEGIE HALL CORPORATION 881 SEVENTH AVENUE NEW YORK NY 10019 131923626 PERFORM. 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