2012-03-01T09:59:29-06:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 222659560 HUNTINGTON THEATRE CO INC HUNT 6172667900 264 HUNTINGTON AVENUE BOSTON MA 02115 MICHAEL MASO 6172667900 2012-01-03 1 DAVID J KELLEHER CPA 5083669100 2011-12-27 2010 2016-02-24 21:20:13Z MICHAEL MASO 264 HUNTINGTON AVENUE BOSTON MA 02115 27619399 0 X WWW.HUNTINGTONTHEATRE.ORG X 1985 MA PROFESSIONAL THEATRE COMPANY 38 37 328 500 0 0 3220835 18337302 6090396 6021023 166548 517798 127785 261972 9605564 25138095 0 0 0 0 5499303 5642856 61556 48574 840297 4919914 5242021 10480773 10933451 -875209 14204644 21296343 37124275 3011093 3181764 18285250 33942511 X THE HUNTINGTON THEATRE COMPANY, IN RESIDENCE AT BOSTON UNIVERSITY, IS BOSTON'S LEADING PROFESSIONAL THEATRE. THE HUNTINGTON OFFERS A SEVEN-PLAY SUBSCRIPTION SEASON AND SPECIAL PERFORMANCE EVENTS TO AN ANNUAL AUDIENCE OF OVER 130,000 AT THE 890-SEAT BOSTON UNIVERSITY THEATRE AND THE 370-SEAT VIRGINIA WIMBERLY THEATRE AT THE STANFORD CALDERWOOD PAVILION. THE HUNTINGTON THEATRE COMPANY ENGAGES, INSPIRES, ENTERTAINS AND CHALLENGES AUDIENCES WITH WORLD-CLASS THEATRICAL PRODUCTIONS THAT RANGE FROM THE CLASSICS TO NEW WORKS; WE TRAIN AND SUPPORT THE NEXT GENERATION OF THEATRE ARTISTS; WE PROVIDE ARTS EDUCATION PROGRAMS THAT PROMOTE LIFE-LONG LEARNING TO A DIVERSE COMMUNITY; AND WE CELEBRATE THE ESSENTIAL POWER OF THE THEATRE TO ILLUMINATE OUR COMMON HUMANITY. THE HUNTINGTON HAS A LONG-TERM COMMITMENT TO THE DEVELOPMENT AND PRODUCTION OF NEW WORKS BY ESTABLISHED AND EMERGING PLAYWRIGHTS. 0 0 8774253 6021023 THE HUNTINGTON HAS PRODUCED 80 NEW ENGLAND, AMERICAN, OR WORLD PREMIERES. THE HUNTINGTON'S EXPANDED EFFORTS TO DEVELOP NEW PLAYS FOR THE AMERICAN THEATRE INCLUDE THE BREAKING GROUND FESTIVAL OF NEW PLAY READINGS AND THE STANFORD CALDERWOOD FUND FOR NEW AMERICAN PLAYS, WHICH ALLOW THE HUNTINGTON TO COMMISSION NEW WORKS FROM EMERGING AND ESTABLISHED WRITERS.THE HUNTINGTON ALSO CHAMPIONS NEW PLAY DEVELOPMENT AND THE LOCAL THEATRE COMMUNITY THROUGH ITS OPERATION OF THE STANFORD CALDERWOOD PAVILION AT THE BOSTON CENTER FOR THE ARTS IN THE SOUTH END, WHICH THE HUNTINGTON BUILT IN 2004. THE HUNTINGTON PROVIDES THE FIRST-CLASS FACILITIES AND AUDIENCE SERVICES OF THE CALDERWOOD PAVILION TO DOZENS OF ORGANIZATIONS EACH YEAR, INCLUDING SOME OF BOSTONS MOST EXCITING SMALL AND MID-SIZED THEATRE COMPANIES, AT SIGNIFICANTLY SUBSIDIZED RATES.ONE OF THE MOST EXTENSIVE AND ADMIRED PROGRAMS IN THE COUNTRY, THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT SERVES MORE THAN 25,000 STUDENTS EACH YEAR WITH SUBSIDIZED TICKETS TO STUDENT MATINEES AND AFTER SCHOOL PROGRAMS THAT INTRODUCE STUDENTS TO THE THEATRE.THE HUNTINGTON'S EDUCATION AND COMMUNITY PROGRAMS DEPARTMENT HAS PROVIDED OPPORTUNITIES FOR MORE THAN 250,000 STUDENTS SINCE ITS INCEPTION. THE HUNTINGTON'S COMMUNITY ACCESS PROGRAMS INCLUDE AUDIO-DESCRIBED SHOWS AND ASL-INTERPRETED PERFORMANCES THAT MAKE IT POSSIBLE FOR BLIND AND LOW-VISION PATRONS AND DEAF AND HARD-OF-HEARING THEATRE GOERS TO ENJOY HUNTINGTON PRODUCTIONS, AS WELL AS SPECIAL DISCOUNT PROGRAMS FOR COMMUNITY GROUPS SUCH AS ELDER ARTS, BIG BROTHER/BIG SISTER, AND AIDS ACTION.BOSTON UNIVERSITY PROVIDES BOTH CASH SUBSIDY AND IN-KIND FACILITY SUPPORT TO THE HUNTINGTON. IN RETURN THE HUNTINGTON PROVIDES EDUCATIONAL ENHANCEMENT, TRAINING, AND INTERNSHIP OPPORTUNITIES TO STUDENTS IN THE BU SCHOOL OF THEATRE ARTS, AS WELL AS STAGE OPPORTUNITIES FOR THE BU ACTING STUDENTS. 8774253 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 106 0 1 328 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X X SONDRA KATZ 6172731527 264 HUNTINGTON AVENUE BOSTON MA 02115 CAROL DEANE 1.50 X X 0 0 0 MITCHELL ROBERTS 1.50 X X 0 0 0 JOSEPH V ROLLER 1.50 X X 0 0 0 CAROLE ALKINS 1.50 X 0 0 0 DAVID ALTSHULER 1.50 X 0 0 0 CONSTANCE LEEDS BENNETT 1.50 X 0 0 0 JOHN CINI 1.50 X 0 0 0 J WILLIAM CODINHA 1.50 X 0 0 0 GERARD H COHEN 1.50 X 0 0 0 SHERRYL COHEN 1.50 X 0 0 0 JAMES DILLON 1.50 X 0 0 0 DAVID R EPSTEIN 1.50 X 0 0 0 PETER FIEDLER 1.50 X 0 0 0 DORIS KEARNS GOODWIN 1.50 X 0 0 0 RICHARD GOODWIN 1.50 X 0 0 0 THOMAS HAMILTON III 1.50 X 0 0 0 ARTHUR C HODGES 1.50 X 0 0 0 ANN-ELLEN HORNIDGE 1.50 X 0 0 0 CASSANDRA HENDERSON 1.50 X 0 0 0 FREDERICK JAMIESON 1.50 X 0 0 0 BENJAMIN JUAREZ 1.50 X 0 0 0 SUSAN B KAPLAN 1.50 X 0 0 0 MICHELLE KAROL 1.50 X 0 0 0 SETH KAUFMAN 1.50 X 0 0 0 JUDITH A KRUPP 1.50 X 0 0 0 JOIE LEMAITRE 1.50 X 0 0 0 WILLIAM P MCQUILLAN 1.50 X 0 0 0 MELVIN B MILLER 1.50 X 0 0 0 SANDRA MOOSE 1.50 X 0 0 0 SLOCUMB H PERRY 1.50 X 0 0 0 JAMES PETOSA 1.50 X 0 0 0 CECELIA RAPPAPORT 1.50 X 0 0 0 ROBERT H SCOTT 1.50 X 0 0 0 SUSAN SPOONER 1.50 X 0 0 0 DOLA H STEMBERG 1.50 X 0 0 0 J DAVID WIMBERLY 1.50 X 0 0 0 MARY WOLFSON 1.50 X 0 0 0 LINDA WAINTRUP 1.50 X X 0 0 0 MICHAEL MASO 40.00 X X 217756 0 61407 PETER DUBOIS 40.00 X 195317 0 55079 HOWARD BRESLAU 40.00 X 142808 0 40272 555881 0 156758 3 0 1 0 EMF INCORPORATED 60 FOUNDRY STREET KEENE NH 03431 IT SUPPORT & CONSULTING 365825 SDA TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 228835 NOBLE FORD PRODUCTIONS INC 1 ROBIN CIRCLE WEST NEWBURY MA 01985 ADVERTISING PRINTING 171534 3 764089 70000 17503213 18337302 TICKETS 711110 4928873 4928873 SHOPS AND RENTALS 900099 682150 682150 UNIVERSITY SERVICES 900099 410000 410000 6021023 237668 237668 181064 181064 2577824 2297694 280130 280130 280130 124372 764089 183610 -59238 -59238 CONCESSION 900099 140130 140130 OTHER 900099 16 16 140146 25138095 6021023 0 779770 274125 274125 4234568 3343558 466978 424032 173693 128707 24611 20375 426522 321025 71683 33814 533948 401227 81837 50884 846 846 32200 32200 48574 48574 16526 16526 604085 595092 6669 2324 263604 262199 25 1380 832196 740611 43707 47878 334742 275013 26762 32967 187992 187992 846821 800500 22608 23713 124714 107322 12965 4427 102336 69240 10347 22749 12701 12701 779448 699463 52020 27965 78322 250 78072 SHOW EXPENSES 478801 478801 MISCELLANEOUS 140137 75406 54168 10563 EQUIPMENT RENTAL & MAIN 127050 96999 30051 CREDIT CARD FEES 95076 83352 11724 RESERVE ADJUSTMENTS 94799 17871 76928 89625 89625 10933451 8774253 1318901 840297 820097 1170093 856658 7056578 1799236 5751867 128890 220827 302460 475639 15003276 5448325 10121708 9554951 6313015 10762032 954279 2132288 21296343 37124275 676533 638742 2265049 2429183 69511 113839 3011093 3181764 X 8316933 8649332 545352 5853398 9422965 19439781 18285250 33942511 21296343 37124275 X 14204644 1452617 X X 0 1 1 X 0 X 5643141 3110764 4967386 3213957 8337302 25272550 5643141 3110764 4967386 3213957 8337302 25272550 6927464 18345086 644341 446160 224293 211726 237668 1764188 787100 1134922 569850 144056 140146 2776074 29812812 32122289 0.61530 0.62490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8588644 10016816 1953889 353274 20206075 8304136 26087 978535 720114 8588644 10312518 83299 -1426879 664802 8304136 1.00000 0 0 11819992 2799126 9020866 529747 316471 213276 2653537 2332728 320809 0 9554951 MULTI ASSET FUND 2132288 F 2132288 CAPITAL LEASE OBLIGATION 113839 113839 25138095 10933451 14204644 1452617 1452617 15657261 27765272 1452617 1475056 2927673 24837599 16526 283970 300496 25138095 12108011 1475056 1475056 10632955 16526 283970 300496 10933451 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE HUNTINGTON HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT AIM TO SAFEGUARD THE PURCHASING POWER OF THE ENDOWMENT PRINCIPAL, GENERATE AN ONGOING REVENUE SOURCE AND TO PROVIDE FOR GROWTH OF THE INVESTMENT PRINCIPAL IN ACCORDANCE WITH UPMIFA. THE INVESTMENTS ARE TO BE SPLIT BETWEEN EQUITY AND FIXED INCOME INVESTMENTS TO ACCOMPLISH THESE GOALS. UNDER THIS POLICY, THE ENDOWMENT ASSETS ARE INVESTED TO PROVIDE A COMPETITIVE TOTAL RATE OF RETURN COMMENSURATE WITH PRUDENT DIVERSIFICATION AND MODERATE RISK. RISK AND DIVERSIFICATION PARAMETERS HAVE BEEN ESTABLISHED AND THE ENDOWMENT IS MAINTAINED AND REBALANCED, IF NECESSARY, ACCORDING TO THE HUNTINGTON'S INVESTMENT POLICY. THE HUNTINGTON RELIES ON A TOTAL RATE OF RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT INCOME (INTEREST AND DIVIDENDS). WHILE IT IS UNDERSTOOD THAT THE ENDOWMENT ASSETS ARE TO BE MANAGED WITH A LONG-TERM FOCUS, THE HUNTINGTON MONITORS INVESTMENT PERFORMANCE AGAINST APPLICABLE BENCHMARKS QUARTERLY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HUNTINGTON FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE HUNTINGTON TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES, ACCORDINGLY. AS OF JUNE 30, 2011, THE HUNTINGTON DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE THREE YEARS ENDED JUNE 30, 2010, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE HUNTINGTON DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. SCH D, PAGE 4, PART XII LINE 4B - EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. SCH D, PAGE 4, PART XIII LINE 4B - EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS. X X X X X X X 1 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 113674 49063 64611 113674 49063 64611 MA SPOTLIGHT SPECTACULAR 888461 764089 124372 183610 888461 764089 124372 183610 183610 -59238 X X 0 0 0 0 0 0 0 0 0 MICHAEL MASO 217756 0 0 0 0 0 0 0 61407 0 279163 0 0 0 PETER DUBOIS 195317 0 0 0 0 0 0 0 55079 0 250396 0 0 0 HOWARD BRESLAU 142808 0 0 0 0 0 0 0 40272 0 183080 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT IS RESPONSIBLE FOR THE PREPARATION OF THE FORM 990 WORKING WITH THE OUTSIDE AUDITORS AND THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT PRIOR TO POSTING FOR BOARD REVIEW. THE AUDIT COMMITTEE IS CHARGED WITH REVIEWING THE FORM 990 IN DETAIL AFTER COMPLETION BY MANAGEMENT. THE COMPLETED FORM 990 IS POSTED ON A SECURE PORTION OF THE ORGANIZATION'S INTRANET FOR REVIEW AND SUBMISSION OF COMMENTS OR QUESTIONS BY A DATE PRIOR TO THE SUBMISSION OF THE FORM 990 TO THE IRS. THE SUBMITTED COMMENTS AND QUESTIONS ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DEVELOPMENT STAFF SEND OUT THE FORMS TO THE FULL BOARD ANNUALLY, COLLECT AND REVIEW THE COMPLETED FORMS AND FOLLOW UP WITH ANY BOARD MEMBERS WHO HAVE NOT SUBMITTED THE FORM. FORM 990, PART VI, SECTION B, LINE 15 WHEN THE ARTISTIC DIRECTOR WAS HIRED, THE EXECUTIVE SEARCH CONSULTANT PROVIDED COMPARATIVE DATA FOR USE IN ESTABLISHING THE COMPENSATION FORM 990, PART VI, SECTION C, LINE 19 ANY DOCUMENTS THAT ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC CAN BE OBTAINED UPON REQUEST AND ALSO THROUGH VARIOUS THIRD PARTY WEBSITES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,452,617. FORM 990, PART XII, LINE 2C HUNTINGTON THEATRE COMPANY HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS.