2011-05-09T14:58:37-04:00 2010-06-30 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2009-07-01 136136259 THE CARNEGIE HALL SOCIETY INC CARN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 RICHARD A MATLAGA 2011-05-05 2127589700 2009 2016-02-24 21:20:13Z CLIVE GILLINSON 881 SEVENTH AVE NEW YORK NY 10019 149909492 false X www.carnegiehall.org X 1960 NY TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. 46 43 0 49 0 -736868 31817252 70324032 249882 137 -9395735 3361431 -1492675 -544430 21178724 73141170 33980202 57445676 0 0 2911191 2940122 0 396946 4602058 8208163 7432828 45099556 68215572 -23920832 4925598 272368321 369241137 47603961 110497142 224764360 258743995 TO COLLECT AND PROVIDE FUNDS FOR THE PERPETUATION, MAINTENANCE, AND USE OF CARNEGIE HALL'S ACTIVITIES IN MUSIC PERFORMANCE AND EDUCATION. false false 57445676 57445676 137 SUPPORT THE PRESENTATION OF CONCERTS AND PERFORMANCES BY CARNEGIE HALL CORPORATION, TO ENCOURAGE THE DEVELOPMENT OF TALENT IN MUSIC RELATED ARTS. 5215277 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. 440463 OTHER OPERATING AND SPECIAL PROJECTS 63101416 true true false true false false false false true true false true false false true false false true true false false true false true true false false false false false false false false false true true false false false false true true false false true 0 0 0 true true false false false false true true true 1 false false 46 43 true false false false true true false true true false false true true true true true true false AZ CA CT FL MA NJ NM NY PA X MR RICHARD MATLAGA 2129039600 881 SEVENTH AVE NEW YORK NY 10019 X SANFORD I WEILL 1.0 X X 0 0 0 KLAUS JACOBS 4.0 X X 0 0 0 MERCEDES T BASS 1.0 X X 0 0 0 CLARISSA A BRONFMAN 1.0 X X 0 0 0 KENNETH J BIALKIN 1.0 X X 0 0 0 CLIVE GILLINSON 1.0 X X 0 867703 21972 MARTINA ARROYO 1.0 X 0 0 0 GREGORY T DURANT 1.0 X 0 0 0 ROBERT W JONES 1.0 X 0 0 0 GILBERT KAPLAN 1.0 X 0 0 0 MARK E KINGDON 1.0 X 0 0 0 LANG LANG 1.0 X 0 0 0 AUDRA MCDONALD 1.0 X 0 0 0 FRANK N NEWMAN 1.0 X 0 0 0 BURTON P RESNICK 1.0 X X 0 0 0 SUKI SANDLER 1.0 X 0 0 0 JOHN ZICK 1.0 X 0 0 0 ANNE M FINUCANE 1.0 X 0 0 0 BELLA LINDEN 1.0 X 0 0 0 ROBERT I LIPP 1.0 X 0 0 0 RONALD O PERELMAN 1.0 X 0 0 0 LAURA H POMERANTZ 1.0 X 0 0 0 OSCAR DE LA RENTA 1.0 X 0 0 0 DR THOMAS P SCULCO 1.0 X 0 0 0 HENRY T SEGERSTROM 1.0 X 0 0 0 JUDY FRANCIS ZANKEL 1.0 X 0 0 0 RONALD E BLAYLOCK 1.0 X 0 0 0 JUDITH W EVNIN 1.0 X 0 0 0 RENEE FLEMING 1.0 X 0 0 0 EDWARD C FORST 1.0 X X 0 0 0 THE HONORABLE ROY M GOODMAN 1.0 X 0 0 0 YO-YO MA 1.0 X 0 0 0 PETER W MAY 1.0 X X 0 0 0 HAROLD MCGRAW III 1.0 X 0 0 0 DENNIS M NALLY 1.0 X 0 0 0 JOSHUA L NASH 1.0 X 0 0 0 JESSYE NORMAN 1.0 X 0 0 0 WILLIAM D RONDINA 1.0 X 0 0 0 SUSAN W ROSE 1.0 X 0 0 0 JAMES C SLAUGHTER - UNTIL 1209 1.0 X 0 0 0 AJC SMITH 1.0 X 0 0 0 SIR HOWARD STRINGER 1.0 X 0 0 0 LAWRENCE A WEINBACH 1.0 X 0 0 0 TIMOTHY C COLLINS 1.0 X 0 0 0 SUSAN U HALPERN 1.0 X 0 0 0 MICHAEL T MASIN 1.0 X 0 0 0 E JOHN ROSENWALD JR 1.0 X 0 0 0 YOKO NAGAE CESCHINA 1.0 X 0 0 0 JOSEPH J PLUMERI II 1.0 X 0 0 0 KURT G STROVINK 1.0 X 0 0 0 ANN ZIFF 1.0 X 0 0 0 RICHARD MATLAGA 1.0 X 0 309479 73255 0 1177182 95227 0 false true false 0 4257494 1933331 64133207 542635 70324032 BOX OFFICE RECEIPTS-CARNEGIE HALL EVENTS 711190 137 137 137 1095559 1095559 0 0 77921634 75655762 2265872 2265872 2265872 568130 4257494 1112560 -544430 -544430 0 0 0 73141170 137 0 2817001 57445676 57445676 0 0 0 0 0 2215716 2215716 0 724406 724406 0 0 0 0 168191 168191 396946 396946 512098 512098 123429 123429 9061 9061 396724 396724 17768 17768 0 0 27858 27858 0 0 0 0 0 0 BOND FEES/INTEREST 5215277 5215277 PURCHASE OF CH TICKETS 283284 283284 HOUSE CHARGES - CHC 157179 157179 ALLOCATED COSTS 125004 125004 OTHER EXPENSES 396955 396955 68215572 63101416 512098 4602058 1793509 1304865 32528127 65936126 1402736 1929144 91098836 113894916 145545113 137219982 0 48956104 272368321 369241137 99000 99000 41650000 110000000 5854961 398142 47603961 110497142 X 26286510 9966159 22797354 70245293 175680496 178532543 224764360 258743995 272368321 369241137 X false true true X true true X 47606968 34936754 30883849 31817252 67886576 213131399 47606968 34936754 30883849 31817252 67886576 213131399 49453785 163677614 2807116 2614107 1520971 1100931 1095559 9138684 708954 713297 396720 32409 1851380 224121463 1036166 0.73031 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 168191 168191 168191 168191 10572516 10572516 10740707 10740707 687035 687035 171759 171759 687035 687035 1030553 168191 168191 171759 171759 257639 0 0 212197447 2852047 28866983 12158000 231758477 274204933 3191015 -51615501 13583000 212197447 0.22966 0.77034 false false ALTERNATIVE INVESTMENTS 61778179 F REAL ESTATE 4606893 F PRIVATE EQUITY 29818207 F FIXED INCOME 41016703 F 137219982 BOND PROCEEDS HELD BY TRUSTEE 48956104 48956104 0 CHARITABLE REMAINDER TRUST LIAB. 226177 AND OTHER LIABILITIES 171965 398142 73141170 68215572 4925598 29053864 19753631 48807495 53733093 139053594 29053864 36258098 65311962 73741632 512098 -1112560 -600462 73141170 83159579 71789221 71789221 11370358 512098 56333116 56845214 68215572 RECONCILIATION OF CHANGE IN NET ASSETS - OTHER SCHEDULE D, PART XI, LINE 8 THE AUDITED FINANCIAL STATEMENTS OF THE CARNEGIE HALL SOCIETY, INC. ARE CONSOLIDATED WITH ITS AFFILIATE, THE CARNEGIE HALL CORPORATION. THE RECONCILIATION OF THE CHANGE IN NET ASSETS FROM FORM 990 TO AUDITED FINANCIAL STATEMENTS IS TO THE CONSOLIDATED CHANGE IN NET ASSETS OF $53,733,093. AFFILIATE'S REVENUE : $ 36,820,397 AFFILIATE'S EXPENSES : $(71,789,221) INTERCOMPANY REVENUE : $ (562,299) INTERCOMPANY GRANT : $ 57,445,676 PENSION PLAN ACTUARIAL LOSS : $ (2,160,922) ------------- TOTAL OTHER LINE 8 = $ 19,753,631 OTHER REVENUE INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 SCHEDULE D, PART XII, LINE 2D AFFILIATE'S REVENUE : $ 36,820,397 INTERCOMPANY REVENUE : $ (562,299) ------------- TOTAL OTHER LINE 2D = $ 36,258,098 OTHER REVENUE INCLUDED ON FORM 990 BUT NOT ON AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 4B DIRECT FUNDRAISING EXPENSES : $ (1,112,560) OTHER EXPENSES INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT FORM 990 SCHEDULE D, PART XIII, LINE 2D AFFILIATE'S EXPENSES : $ 71,789,221 OTHER EXPENSES INCLUDED ON FORM 990 BUT NOT ON AUDITED FINANCIAL STATEMENT SCHEDULE D, PART XIII, LINE 4B DIRECT FUNDRAISING EXPENSES INCL. IN REVENUE: $ (1,112,560) INTERCOMPANY GRANT : $ 57,445,676 ----------- TOTAL OTHER LINE 4B = $ 56,333,116 ENDOWMENT FUNDS SCHEDULE D, PART V THE CARNEGIE HALL SOCIETY'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT THE OPERATIONS OF CARNEGIE HALL. UNCERTAIN TAX POSITION SCHEDULE D, PART X, LINE 2 THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING ASC 740 (FORMERLY FIN 48) BECAUSE IT DID NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. Central America and the Caribbean 0 0 Investments 0 0 X X X X X X X true SDA TELESERVICES INC TELEMARKET false 397306 397306 AZ CA CT FL MA NJ NM NY PA OPENING NIGHT 3004307 2525065 479242 204000 235000 201000 AWARDS 1418543 1375643 42900 62260 159190 81870 49179 2 402774 356786 45988 62050 46840 11171 4825624 4257494 568130 62260 425240 363710 261350 1112560 -544430 false THE CARNEGIE HALL CORPORATION 881 SEVENTH AVENUE NEW YORK NY 10019 131923626 501(c)(3) 57445676 SUPPORT AND OPERATIONS 1 0 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE ONLY GRANT MADE BY THE CARNEGIE HALL SOCIETY, INC. WAS TO THE CARNEGIE HALL CORPORATION, A CLOSELY AFFILIATED ORGANIZATION. ACCORDINGLY, GRANT OVERSIGHT PROCEDURES ARE NOT NEEDED. X X true true false true false false false false false false false CLIVE GILLINSON 0 800000 0 0 0 67703 0 0 0 25657 0 893360 0 0 RICHARD MATLAGA 0 252001 0 0 0 57478 0 50000 0 26982 0 386461 0 0 COMPENSATION PAID BY RELATED ORGANIZATION CARNEGIE HALL SOCIETY DOES NOT HAVE EMPLOYEES. EMPLOYEES OF CARNEGIE HALL CORPORATION, A RELATED ORGANIZATION, CARRY OUT CERTAIN ACTIVITIES ON BEHALF OF CARNEGIE HALL SOCIETY. ACCORDINGLY, COMPENSATION FOR CERTAIN INDIVIDUALS IS SHOWN AS BEING PAID BY A RELATED ORGANIZATION ON FORM 990. THE TRUST FOR CULTURAL RESOURCES OF THE CITY OF NY 911882413 649717QJ7 2009-12-03 109769382 BUILDING RENOVATION PROJECT false false 109769382 1659202 true false true true false false false false false true false false false false false false BANK OF AMERICA - SEE SCH O SEE SCHEDULE O 125661 SEE SCHEDULE O false GOLDMAN SACHS - SEE SCH O SEE SCHEDULE O 820984 FIXED INCOME FUND false X 43 476040 FMV X 1 0 FMV X AIRFARE TICKETS 1 32000 FMV X WINE 1 21595 FMV X RUGS 1 13000 FMV 0 false false false RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 SANFORD I. WEILL AND AUDRA MCDONALD HAVE A BUSINESS RELATIONSHIP. MEMBERS FORM 990, PART VI, SECTION A, LINES 6 AND 7A CARNEGIE HALL SOCIETY'S FIRST MEMBERS WERE THE INDIVIDUALS WHO FOUNDED CARNEGIE HALL 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 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. BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV 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 M. FINUCANE, TRUSTEE OF THE CARNEGIE HALL SOCIETY, SERVED AS AN OFFICER. BANK OF AMERICA PARTICIPATED AS CO-UNDERWRITER OF SERIES 2009 BONDS ISSUED THROUGH THE TRUST FOR CULTURAL RESOURCES - 113,661; AFFINITY CREDIT CARD - 12,000. GOLDMAN SACHS - EDWARD C FORST, TRUSTEE OF THE CARNEGIE HALL SOCIETY, SERVED ON GOLDMAN SACHS' MANAGEMENT COMMITTEE. CARNEGIE HALL SOCIETY OWNED A GOLDMAN SACHS INVESTMENT FUND. THE TRANSACTION AMOUNT REPORTED IN COLUMN (C) REFLECTS THE TOTAL NET PROFIT/LOSS REPORTED IN GOLDMAN SACHS INVESTMENT PARTNERS OFFSHORE, LP'S MONTHLY STATEMENTS FOR THE JUNE 30, 2010 FISCAL YEAR. BOND COUNSEL SCHEDULE K, PART III, LINE 3C PRESENTLY THE PROJECT IS STILL IN PROGRESS. ONCE COMPLETED, CARNEGIE WILL USE OUTSIDE COUNSEL TO REVIEW ANY MANAGEMENT CONTRACTS AND SERVICE CONTRACTS. THE CARNEGIE HALL CORPORATION 881 SEVENTH AVENUE NEW YORK NY 10019 131923626 PERFORM. ARTS NY 501(c)(3) 7 NA false true false false false false false false false false false false true true true false false false THE CARNEGIE HALL CORPORATION b 57445676 THE CARNEGIE HALL CORPORATION o 562299 THE CARNEGIE HALL CORPORATIO 881 SEVENTH AVENUE NEW YORK NY 10019 131923626 0 0 0 0 0 0 0 0 0 0 THE CARNEGIE HALL SOCIETY 881 SEVENTH AVENUE NEW YORK NY 10019 136136259 0 168191 168191 10572516 10740707 687035 171759 0 0 0