2015-04-10T10:43:29-05:00 2014-06-30 461580977 HOWLAND CAPITAL MANAGEMENT LLC 75 FEDERAL ST BOSTON MA 02110 990 2013-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 MARIE-HELENE BERNARD PRESIDENT 6172621815 2015-04-10 1 JOSEPH FLYNN P00031385 6173579110 2015-04-10 2013 2016-02-25 16:41:14Z X MARIE-HELENE BERNARD 9 HARCOURT STREET BOSTON MA 02116 6664791 0 X WWW.HANDELANDHAYDN.ORG X 1815 MA THE SOCIETY'S MISSION IS TO PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF EXCELLENCE, AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE. THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 35 35 201 37 19937 -17779 5455516 4242886 1502443 1581725 172463 522540 516866 317640 7647288 6664791 4000 4000 0 0 1110285 1382194 53117 0 566368 2478840 2895689 3646242 4281883 4001046 2382908 8536019 11026444 778025 885542 7757994 10140902 X THE HANDEL AND HAYDN SOCIETY'S MISSION IS TO "PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE." THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 0 0 2573518 1411192 2013-2014 CONCERT SEASON THE HANDEL AND HAYDN SOCIETY'S CONCERTSEASON FEATURED RENOWN CONDUCTORS AND PROFESSIONAL MUSICIANS ININNOVATIVE, INTERDISCIPLINARY PROGRAMS THAT SHOWCASE REPERTOIRE OFTHE BAROQUE AND CLASSICAL PERIODS. THE HANDEL AND HAYDNPERIOD-INSTRUMENT ORCHESTRA INCLUDES 24 TENURED MUSICIANS AND APOOL OF 50 FIRST-CALL PLAYERS, ALL SPECIALLY TRAINED TO PLAYPERIOD INSTRUMENTS. THE 70 MEMEBER PROFESSIONAL CHORUS IS EQUALLYACCOMPLISHED, FEATURING THE VOICES OF NEW ENGLAND'S MOST TALENTEDSINGERS. THESE ARTISTS PERFORM MORE THAN 20 CONCERTS A YEARINCLUDING THE ANNUAL PERFORMANCE OF HANDEL'S MESSIAH AT SYMPHONYHALL, A 161-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIESREACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 342823 4000 170533 KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM THEHANDEL AND HAYDN SOCIETY'S 26-YEAR-OLD KAREN S. AND GEORGE LEVYEDUCATIONAL OUTREACH PROGRAM PROVIDES HIGH-CALIBER, PARTICIPATORY,AND CREATIVE MUSICAL EDUCATION TO 10,000 STUDENTS IN GRADES 3-12IN UNDERSERVED AND LOW-INCOME BOSTON AND GREATER BOSTONCOMMUNITIES EACH YEAR. THE EDUCATIONAL OUTREACH PROGRAM INCLUDESTHREE COMPONENTS - IN-SCHOOL PERFORMANCES, PARTICIPATORY YOUTHCONCERTS, AND THE VOCAL APPRENTICESHIP PROGRAM - WHICH COVERS THEFULL SPECTRUM OF VOCAL EDUCATION, AND WHICH ARE INTENDED TO OFFERA GRADUATED APPROACH TO MUSIC EDUCATION. SINCE 1984, PROGRAM HASSERVED MORE THAN 100,000 STUDENTS. 2916341 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 201 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 35 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MARIE-HELENE BERNARD 6172621815 9 HARCOURT STREET BOSTON MA 02116 TODD H ESTABROOK VICE CHAIR 1.00 X X 0 0 0 KAREN S LEVY VICE CHAIR 1.00 X X 0 0 0 WINIFRED I LI SECRETARY 1.00 X X 0 0 0 MARY B NADA VICE CHAIR 1.00 X X 0 0 0 GEORGE S SACERDOTE GOVERNOR 1.00 X 0 0 0 MICHAEL S SCOTT MORTON VICE CHAIR 1.00 X X 0 0 0 SUSAN M STEMPER GOVERNOR 1.00 X 0 0 0 WAT H TYLER VICE CHAIR 1.00 X X 0 0 0 ELIZABETH P WAX GOVERNOR 1.00 X 0 0 0 KATHLEEN W WELD GOVERNOR 1.00 X 0 0 0 JANE WILSON GOVERNOR 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 CHRISTOPHER R YENS GOVERNOR 1.00 X 0 0 0 DEBORAH FIRST VICE CHAIR 1.00 X X 0 0 0 JOHN W GERSTMAYR GOVERNOR 1.00 X 0 0 0 LAURA LUCKE GOVERNOR 1.00 X 0 0 0 NICHOLAS GLEYSTEEN CHAIR 2.00 X X 0 0 0 AMY S ANTHONY GOVERNOR 1.00 X 0 0 0 JULIA COX VICE CHAIR 1.00 X X 0 0 0 ROBERT SCOTT GOVERNOR 1.00 X 0 0 0 LOUISE CASHMAN GOVERNOR 1.00 X 0 0 0 DAVID B ELSBREE GOVERNOR 1.00 X 0 0 0 W CARL KESTER VICE CHAIR 1.00 X X 0 0 0 KATHLEEN MCGIRR GOVERNOR 1.00 X 0 0 0 ANTHONY MOOSEY GOVERNOR 1.00 X 0 0 0 JEFFREY S THOMAS TREASURER 1.00 X X 0 0 0 WILLIAN F ACHTMEYER GOVERNOR 1.00 X 0 0 0 STEPHEN MORRISSEY GOVERNOR 1.00 X 0 0 0 EMILY F SCHABACKER GOVERNOR 1.00 X 0 0 0 THOMAS J WATT GOVERNOR 1.00 X 0 0 0 NANCY B TOOKE GOVERNOR 1.00 X 0 0 0 WILMA DAVIS GOVERNOR 1.00 X 0 0 0 MARK A KING GOVERNOR 1.00 X 0 0 0 CATHERINE POWELL GOVERNOR 1.00 X 0 0 0 JUDITH VERHAVE GOVERNOR 1.00 X 0 0 0 MARIE-HELENE BERNARD EXECUTIVE DIRECTOR & CEO 60.00 X X X 165067 0 0 165067 0 0 1 0 1 0 HARRY CHRISTOPHERS 9 HARCOURT STREET BOSTON MA 02116 ARTISTIC DIRECTOR 140000 1 134315 123555 3985016 4242886 SUBSCRIPTIONS 752139 752139 INIDVIDUAL TICKETS 667764 667764 PERFORMANCE FEES 161822 161822 1581725 69541 69541 764066 311067 452999 452999 452999 168026 134315 70542 97484 97484 OTHER INCOME 453220 120442 120442 UNREALIZED GAINS 453220 79777 79777 PROGRAM ADVERTISEMENT 541800 19937 19937 220156 6664791 2304484 19937 97484 X 4000 4000 1190249 484377 364061 341811 191945 88438 43879 59628 19000 19000 295424 278034 7258 10132 58821 17024 17027 24770 14503 5275 7844 1384 228 228 52286 52286 13730 12117 1613 ORCHESTRA FEES AND EXPE 501596 501596 PERFORMANCE HALL,INSTRU 270720 270720 CHORUS FEES 262945 262945 CONDUCTOR FEES 239146 239146 1167290 752669 285978 128643 4281883 2916341 799174 566368 1051208 1602843 2703444 3155514 51890 81225 224335 189358 509965 378531 154560 131434 4350582 5866070 8536019 11026444 86819 143823 691206 741719 778025 885542 X 9003 20315 4164920 4527065 3584071 5593522 7757994 10140902 8536019 11026444 2382908 0 X X 0 1 X 1 0 X 1343812 1510488 2064124 5598572 4340370 14857366 1170008 1513822 1447209 1502443 1581725 7215207 2513820 3024310 3511333 7101015 5922095 22072573 0 0 0 22072573 98595 66925 66622 57884 69541 359567 98595 66925 66622 57884 69541 359567 2612415 3091235 3577955 7158899 5991636 22432140 0.98400 0.01600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7748991 2604763 605375 838542 10120587 3816679 3686456 431254 185398 7748991 3499047 510350 -127218 65500 3816679 2864022 55025 590000 10000 3499047 2685001 50000 255395 126374 2864022 0 0 509965 378531 131434 131434 6664791 0 6664791 0 6664791 4281883 0 4281883 0 4281883 X X X X X X X 0 MA GALA BALL AND SILENT AUCTION 302341 134315 168026 70542 302341 134315 168026 70542 70542 97484 1 1 CLIFFORD RUST 300 MASSACHUSETTS AVENUE BOSTON MA 02115 EMILY YODER REED MANAGE RAFFLE TICKETS FOR DONATED PRIZES X 1 X X X 0 0 0 0 0 0 0 0 0 MARIE-HELENE BERNARD EXECUTIVE DIRECTOR & CEO 165067 0 0 0 0 0 0 0 0 0 165067 0 0 0 X 10 MEAN OF HIGH/LOW 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WINIFRE LI AND JOHN GERSTMAYR ARE PARTNERS IN THE SAME LAW FIRM. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF IT GOVERNING BODY AT THESOCIETY'S ANNUAL MEETING HELD BEFORE THE FORM IS FILED. FORM 990, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. IN ADDITION, ITS FINANCIAL STATEMENTS ARE INCLUDED AS PART OF ITS ANNUAL REPORT FILED WITH THE COMMONWEALTH OF MASSACHUSETTS. THESE REPORTS ARE AVAILABLE TO THE GENERAL PUBLIC FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY REVIEWS WITH THE MEMBERS OF ITS GOVERNING BODY ITS CONFILICT OF INTEREST POLICY EACH YEAR AND REQUIRES THE MEMBERS TO INITAL AN ACKNOWLEDGEMENT THAT THEY ARE IN COMPLIANCE WITH THE POLICY. THE EXECUTIVE COMMITTEE OF THE SOCIETY REVIEWS AND DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OF OTHER KEY EMPLOYEES EACH YEAR AFTER A REVIEW OF COMPENSATION PRACTICES OF OTHER NON-PROFT ORGANZIATIONS SIMILAR IN SIZE AND FUNCTION. THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IN ADDITION, ITS FINANCIAL STATEMENTS ARE INCLUDED AS PART OF ITS ANNUAL REPORT FILED WITH THE COMMONWEALTH OF MASSACHUSETTS. THESE REPORTS ARE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 15 THE SOCIETY'S EXECUTIVE COMMITTEE REVIEWS AND DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES EAC YEAR AFTER A REVIEW ON THE COMPENSATION PRACTICES OF OTHER NON-PROFIT ORGANIZTIONS OF SIMILAR SIZE AND FUNCTION. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLCIES, AND FINANCIAL STATEMENTS AVAIABLE ON REQUEST. IN ADDITION ITS FINANCIAL STATEMENTS ARE INCLUDED AS PART OF ITS ANNUAL REPORT FILED WITH THE COMMONWEALTH OF MASSACHUSETTS. THESE REPORTS ARE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 24E OFFICE RENTAL, SOFTWARE LICENSE, AND TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 235,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,278. TOURING TECHNICAL PRODUCTTION: PROGRAM SERVICE EXPENSES 200,061. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,061. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 182,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,248. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 65,073. MANAGEMENT AND GENERAL EXPENSES 6,369. FUNDRAISING EXPENSES 25,822. TOTAL EXPENSES 97,264. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 57,429. MANAGEMENT AND GENERAL EXPENSES 17,718. FUNDRAISING EXPENSES 13,840. TOTAL EXPENSES 88,987. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 80,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,896. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 73,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,725. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 31,781. MANAGEMENT AND GENERAL EXPENSES 11,634. FUNDRAISING EXPENSES 17,466. TOTAL EXPENSES 60,881. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 32,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 23,624. TOTAL EXPENSES 56,139. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 43,340. TOTAL EXPENSES 43,340. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 18,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,052. TELEPHONE AND UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,512. DUES AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 3,226. MANAGEMENT AND GENERAL EXPENSES 3,467. FUNDRAISING EXPENSES 4,551. TOTAL EXPENSES 11,244. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 7,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,663. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE SOCIETY REVIEWS THE SELECTION OF AUDITOR EACH YEAR AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE CURRENT TAX YEAR IS THE FIRST IN WHICH THE SOCIETY'S ASSETS EXCEEDED THE THRESHHOLD AMOUNT FOR EFILING, AND THE TAXPAYER WAS UNAWARE OF THE EFILING REQUIREMENT UNTIL NOTIFIED BY THE SERVICE IN A LETTER DATED APRIL 13, 2015. THE TAXPAYER IMMEDIATELY ARRAINGED FOR THE PREPARATION OF EFILING MATERIAL, AND EFILED ITS RETURN ON APRIL 10, 2015. TAXPAYER HAS ALWAYS TIMELY FILED ALL REQUIRED TAX FORMS. IT IS RESPECTFULLY REQUESTED THAT ANY PENALTIES BE WAIVED.