The Carnegie Hall Society Inc: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Carnegie Hall Society Inc (EIN 13-6136259)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201441299349300839
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T09:36:56-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136136259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARNEGIE HALL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % THEODORE E PHILLIPS | InCareOfName |
| Name Control | CARN | NameControl |
| Phone | 2129039600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 SEVENTH AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THEODORE E PHILLIPS | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 2129039600 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032868000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CLIVE GILLINSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 SEVENTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 68666570 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.carnegiehall.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 51 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -370167 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 47321748 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 66838505 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2156601 | InvestmentIncomePriorYear |
| Investment Income Current Year | 900078 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -642720 | OtherRevenuePriorYear |
| Other Revenue Current Year | -923350 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44522427 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66815233 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 73654002 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 58429093 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3174230 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2870813 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 412970 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 339483 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4135438 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4763720 | OtherExpensePriorYear |
| Other Expenses Current Year | 6619676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 82004922 | TotalExpensesPriorYear |
| Total Expenses Current Year | 68259065 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37482495 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1443832 | RevenuesLessExpensesCY |
| Total Assets BOY | 335956603 | TotalAssetsBOY |
| Total Assets EOY | 369959025 | TotalAssetsEOY |
| Total Liabilities BOY | 110512516 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 110470902 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 225444087 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 259488123 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 58429093 | Expense |
| Grants | 58429093 | Grants |
| Description | SUPPORT THE PRESENTATION OF CONCERTS AND PERFORMANCES BY CARNEGIE HALL CORPORATION, TO ENCOURAGE THE DEVELOPMENT OF TALENT IN MUSIC RELATED ARTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4091223 | Expense |
| Description | HALL RENTAL OPERATIONS - LEASING AND MANAGING CARNEGIE HALL AS AN AUDITORIUM FOR CONCERTS AND OTHER PERFORMANCES TO DIVERSIFY THE EXPOSURE OF MUSIC RELATED ARTS TO THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1012343 | Expense |
| Description | OTHER OPERATING AND SPECIAL PROJECTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 63532659 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 51 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THEODORE E PHILLIPS | NamePerson |
| Telephone Number | 2129039600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 SEVENTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| MERCEDES T BASS | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| CLARISSA A BRONFMAN | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| KLAUS JACOBS | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| PETER W MAY | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| BURTON P RESNICK | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| KENNETH J BIALKIN | ||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| EDWARD C FORST | ||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| CLIVE GILLINSON | ||||||||
| EXECUTIVE & ARTISTIC DIRECTOR | 1.0 | X | X | 0 | 2235308 | 23980 | 60.0 | |
| MARTINA ARROYO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RONALD E BLAYLOCK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| YOKO NAGAE CESCHINA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GREGORY T DURANT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JUDITH W EVNIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANNE M FINUCANE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RENEE FLEMING | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THE HONORABLE ROY M GOODMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT W JONES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GILBERT KAPLAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARK E KINGDON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LANG LANG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT I LIPP | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| YO-YO MA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| AUDRA MCDONALD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HAROLD MCGRAW III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DENNIS M NALLY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOSHUA L NASH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FRANK N NEWMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JESSYE NORMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RONALD O PERELMAN | ||||||||
| TRUSTEE | 1.0 | X | X | 0 | 0 | 0 | ||
| LAURA H POMERANTZ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| OSCAR DE LA RENTA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM D RONDINA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SUSAN W ROSE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SUKI SANDLER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HENRY T SEGERSTROM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| AJC SMITH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SIR HOWARD STRINGER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KURT G STROVINK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JUDY FRANCIS ZANKEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN ZICK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANN ZIFF | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BEATRICE SANTO DOMINGO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES TAYLOR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EARLE S ATLMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SUZANNE KOVNER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DON M RANDEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES M ROSENTHAL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SANA H SABBAGH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS P SCULCO MD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID M SIEGEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SANFORD I WEILL | ||||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| THEODORE E PHILLIPS | ||||||||
| DIRECTOR OF FINANCE | 1.0 | X | 0 | 322540 | 25852 | 60.0 | ||
| RICHARD MATLAGA | ||||||||
| FORMER CHIEF FINANCIAL OFFICER | 1.0 | 0 | 274448 | 4249 | 60.0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2832296 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54081 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 7092169 | FundraisingEvents |
| Government Grants | 30701238 | GovernmentGrants |
| All Other Contributions | 29045098 | AllOtherContributions |
| Noncash Contributions | 1384138 | NoncashContributions |
| Total Contributions | 66838505 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 899676 | TotalRevenueColumn |
| Exclusion | $899,676 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 276434 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 276032 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 402 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 402 | TotalRevenueColumn |
| Exclusion | $402 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 651955 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7092169 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1575305 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -923350 | TotalRevenueColumn |
| Exclusion | -$923,350 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66815233 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$23,272 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58429093 | Total |
| Program Services | 58429093 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2240588 | Total |
| Fundraising | 2240588 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630225 | Total |
| Fundraising | 630225 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181975 | Total |
| Fundraising | 181975 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339483 | Total |
| Fundraising | 339483 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590968 | Total |
| Management And General | 590968 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177268 | Total |
| Fundraising | 177268 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11175 | Total |
| Fundraising | 11175 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270729 | Total |
| Fundraising | 270729 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21715 | Total |
| Fundraising | 21715 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31880 | Total |
| Fundraising | 31880 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4036383 | Total |
| Program Services | 4036383 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CONCERT EXPENSES | 494346 | 494346 |
| PURCHASE OF CH TICKETS | 200434 | 200434 |
| HOUSE CHARGES - CHC | 177989 | 177989 |
| BAD DEBTS | 139574 | 139574 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285240 | Total |
| Program Services | 54840 | ProgramServices |
| Fundraising | 230400 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68259065 | Total |
| Program Services | 63532659 | ProgramServices |
| Management And General | 590968 | ManagementAndGeneral |
| Fundraising | 4135438 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6765220 | BOY |
| EOY | 8785004 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36147 | BOY |
| EOY | 10000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51563189 | BOY |
| EOY | 78645598 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813434 | BOY |
| EOY | 1580377 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151124386 | BOY |
| EOY | 151965400 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124654227 | BOY |
| EOY | 128972646 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335956603 | BOY |
| EOY | 369959025 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551311 | BOY |
| EOY | 555559 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171965 | BOY |
| EOY | 118416 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109789240 | BOY |
| EOY | 109796927 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110512516 | BOY |
| EOY | 110470902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -136539013 | BOY |
| EOY | -162221462 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180452923 | BOY |
| EOY | 239856437 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181530177 | BOY |
| EOY | 181853148 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225444087 | BOY |
| EOY | 259488123 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335956603 | BOY |
| EOY | 369959025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1443832 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 35020576 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 467292 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31817252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67886576 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45834851 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47321748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66838505 | CurrentTaxYear |
| Total | 259698932 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31817252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67886576 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45834851 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47321748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66838505 | CurrentTaxYear |
| Total | 259698932 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 33973790 | AmountsSubstContributorsTotal |
| Public Support Total170 | 225725142 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1100931 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1095559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1801834 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 911656 | CurrentTaxYearMinus1Year |
| Current Tax Year | 899676 | CurrentTaxYear |
| Total | 5809656 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32409 | CurrentTaxYearMinus4Years |
| Total | 32409 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 265540997 | TotalSupport |
| Gross Receipts From Admissions Etc | 250019 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85006 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81395 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181975 | FilingOrganizationsTotals |
| Affiliated Group Totals | 181975 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181975 | FilingOrganizationsTotals |
| Affiliated Group Totals | 181975 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9308514 | FilingOrganizationsTotals |
| Affiliated Group Totals | 80807318 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9490489 | FilingOrganizationsTotals |
| Affiliated Group Totals | 80989293 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 624524 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1624524 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 156131 | FilingOrganizationsTotals |
| Affiliated Group Totals | 406131 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 168191 | CurrentYearMinus3 |
| Current Year Minus2 | 180529 | CurrentYearMinus2 |
| Current Year Minus1 | 185928 | CurrentYearMinus1 |
| Current Year | 181975 | CurrentYear |
| Total | 716623 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 249340602 | BeginningOfYearBalance |
| Contributions | 322971 | Contributions |
| Investment Earnings Or Losses | 35329687 | InvestmentEarningsOrLosses |
| Other Expenditures | 14600000 | OtherExpenditures |
| End Of Year Balance | 270393260 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 261307558 | BeginningOfYearBalance |
| Contributions | 1889256 | Contributions |
| Investment Earnings Or Losses | -1456212 | InvestmentEarningsOrLosses |
| Other Expenditures | 12400000 | OtherExpenditures |
| End Of Year Balance | 249340602 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 231758477 | BeginningOfYearBalance |
| Contributions | 1108378 | Contributions |
| Investment Earnings Or Losses | 40440703 | InvestmentEarningsOrLosses |
| Other Expenditures | 12000000 | OtherExpenditures |
| End Of Year Balance | 261307558 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 212197447 | BeginningOfYearBalance |
| Contributions | 2852047 | Contributions |
| Investment Earnings Or Losses | 28866983 | InvestmentEarningsOrLosses |
| Other Expenditures | 12158000 | OtherExpenditures |
| End Of Year Balance | 231758477 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 274204933 | BeginningOfYearBalance |
| Contributions | 3191015 | Contributions |
| Investment Earnings Or Losses | -51615501 | InvestmentEarningsOrLosses |
| Other Expenditures | 13583000 | OtherExpenditures |
| End Of Year Balance | 212197447 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67260 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.30690 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| EQUITIES | 62746914 |
| ALTERNATIVE INVESTMENTS | 16755557 |
| REAL ESTATE FUNDS | 13207006 |
| PRIVATE EQUITY FUNDS | 36263169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 128972646 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 141585547 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 35020576 | NetUnrealizedGainsInvestments |
| Other Revenues | 38765401 | OtherRevenues |
| Revenue Not Rptd F990 | 73785977 | RevenueNotRptdF990 |
| Revenue Subtotal | 67799570 | RevenueSubtotal |
| Investment Expenses Not Included | 590968 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1575305 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -984337 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 66815233 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 89627322 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 21959225 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 21959225 | ExpensesNotRptdF990 |
| Expenses Subtotal | 67668097 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 590968 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 590968 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 68259065 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE INCLUDED ON AFS BUT NOT FORM 990, PART VIII | SCHEDULE D, PART XI, LINE 2D | AFFILIATE'S REVENUE : $ 86,533,636 AFFILIATE'S EXPENSES RECLASSED IN REVENUE : 9,556,788 INTERCOMPANY GRANT ELIMINATED : (58,429,093) AFFILIATE'S DONATED SERVICES : 1,104,070 ------------ TOTAL OTHER LINE 2D = $ 38,765,401 |
| OTHER REVENUE INCLUDED ON FORM 990, PART VIII BUT NOT IN AFS | SCHEDULE D, PART XII, LINE 4B | FUNDRAISING EXPENSES (1,575,305) |
| OTHER EXPENSES INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT FORM 990 | SCHEDULE D, PART XIII, LINE 2D | AFFILIATE'S EXPENSES : $ 71,498,804 AFFILIATE'S EXPENSES RECLASSED TO REVENUE : 9,556,788 AFFILIATE'S DONATED SERVICES : 1,104,070 INTERCOMPANY GRANT ELIMINATED : (58,429,093) INTERCOMPANY EXPENSE ELIMINATED : (467,292) ACTUARIAL GAIN ON PENSION PLAN : (2,879,358) FUNDRAISING EXPENSES : 1,575,305 ROUNDING : 1 ------------- TOTAL OTHER LINE 2D = 21,959,225 |
| 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 89902086 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 89902086 | SubtotalAmountSpent |
| Total Amount Spent | 89902086 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 3, COLUMN (F) | Identifier |
| Explanation | INVESTMENTS ARE REPORTED AT BOOK VALUE AT THE END OF THE TAX YEAR. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | SDA TELESERVICES INC | NameOfIndividual |
| Activity | TELEMARKET | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 1305073 | GrossReceipts |
| Amount Retained By Contractor | 301736 | AmountRetainedByContractor |
| Net To Organization | 1003337 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1305073 | TotalGrossReceipts |
| Total Retained By Contractors | 301736 | TotalRetainedByContractors |
| Total Net To Organization | 1003337 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 2772024 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2448025 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 323999 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 87813 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 220033 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 102726 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 176936 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MEDCAL OF EXCEL | NameOfEvent2 |
| Gross Receipts Event2 | 4910026 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4593226 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 316800 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 158165 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 239642 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 263104 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 47621 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62074 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 50918 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11156 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 118746 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 112521 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 44571 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 11464 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 7744124 | GrossReceiptsTotal |
| Charitable Contributions Total | 7092169 | CharitableContributionsTotal |
| Gross Revenue Total Events | 651955 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 364724 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 572196 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 410401 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 236021 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1583342 | DirectExpenseSummaryEvents |
| Net Income Summary | -931387 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARNEGIE HALL CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 SEVENTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 131923626 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 58429093 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT AND OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLIVE GILLINSON | ||||||||||||||
| EXECUTIVE & ARTISTIC DIRECTOR | 0 | 929440 | 0 | 0 | 0 | 1305868 | 0 | 0 | 0 | 23980 | 0 | 2259288 | 0 | 0 |
| RICHARD MATLAGA | ||||||||||||||
| FORMER CHIEF FINANCIAL OFFICER | 0 | 47294 | 0 | 0 | 0 | 227154 | 0 | 0 | 0 | 4249 | 0 | 278697 | 0 | 0 |
| THEODORE E PHILLIPS | ||||||||||||||
| DIRECTOR OF FINANCE | 0 | 213033 | 0 | 0 | 0 | 109507 | 0 | 0 | 0 | 25852 | 0 | 348392 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
| SCHEDULE J, PART I, LINE 4A - SEVERANCE | RICHARD A. MATLAGA RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $160,000 DURING CALENDAR YEAR 2012. THE SEVERANCE PAYMENT WAS INCLUDED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COL. (B)(III). |
| SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | 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: $1,083,200 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE: $0 RICHARD A. MATLAGA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE: $65,930 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE: $0 THEODORE E. PHILLIPS AMOUNT SUBSTANTIALLY VESTED AND TAXABLE: $108,697 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE: $0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST FOR CULTURAL RESOURCES OF THE CITY OF NY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911882413 | IssuerEIN |
| CUSIP Number | 649717QJ7 | CUSIPNumber |
| Date Issued | 2009-12-03 | DateIssued |
| Issue Price | 109769382 | IssuePrice |
| Description Of Purpose | THE TRUST FOR CULTURAL RESOURCES O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 109769382 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 1659202 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | true | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BOND COUNSEL | Identifier |
| Return Reference | SCHEDULE K, PART III, LINE 3C | ReturnReference |
| Explanation | PRESENTLY THE PROJECT IS STILL IN PROGRESS. ONCE COMPLETED, CARNEGIE WILL USE OUTSIDE COUNSEL TO REVIEW ANY MANAGEMENT CONTRACTS AND SERVICE CONTRACTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BANK OF AMERICA | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 118427 | AmountOfTransaction |
| Description Of Transaction | AMOUNT OF INTEREST ON LOC | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | ORGANIZATIONS AFFILIATED WITH MEMBERS OF THE BOARD OF TRUSTEES OCCASIONALLY PROVIDE SERVICES TO THE CARNEGIE HALL SOCIETY. THE ARRANGEMENTS FOR THESE SERVICES ARE NEGOTIATED ON AN ARM'S LENGTH BASIS AND ARE REVIEWED BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BANK OF AMERICA - ENTITY OF WHICH ANNE FINUCANE, TRUSTEE OF THE CARNEGIE HALL SOCIETY, SERVED AS AN OFFICER - PROVIDED LINE OF CREDIT. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 36 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1033715 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | THROAT DROPS | 833878 | 23394 | FMV |
| X | MISCELLANEOUS GIFT ITEMS | 2724 | 85463 | FMV |
| X | GALA ARTIST TRAVEL | 0 | 175000 | FMV |
| X | BEVERAGES AND RELATED | 1582 | 51416 | FMV |
| X | OTHER MISCELLANEOUS ITEMS | 601 | 15150 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 : 467,292 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARNEGIE HALL CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 SEVENTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131923626 | EIN |
| Primary Activities | PERFORM. ARTS | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|
| SPLIT INTEREST TRUST PLIF (1) | ||||
| PLIF | NY | N/A | TRUST | |
| SPLIT INTEREST TRUST CRUT (1) | ||||
| CRUT | NY | TRUST | NA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE CARNEGIE HALL CORPORATION | ||
| B | 58429093 | FMV |
| THE CARNEGIE HALL CORPORATION | ||
| R | 467292 | FMV |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Total Grassroots LobbyingTotalGrassrootsLobbying | Total Direct LobbyingTotalDirectLobbying | Total Lobbying ExpendituresTotalLobbyingExpenditures | Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures | Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures | Lobbying NontaxableLobbyingNontaxableAmount | Grassroots NontaxableGrassrootsNontaxableAmount | Tot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CARNEGIE HALL CORPORATIO | ||||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | 131923626 | 0 | 0 | 0 | 71498804 | 71498804 | $1,000,000 | $250,000 | 0 | 0 | 0 |
| THE CARNEGIE HALL SOCIETY | ||||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | 136136259 | 0 | 181975 | 181975 | 9308514 | 9490489 | $624,524 | $156,131 | 0 | 0 | 0 |