2024-05-02T09:17:41-05:00 2023-06-30 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990 2022-07-01 131923626 THE CARNEGIE HALL CORPORATION CARN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 MARY BENJAMIN CHIEF FINANCIAL OFFICER 2129039600 2024-05-01 1 MARY BENJAMIN 999009999 0 KATHRYN OKIMOTO P00746598 2069134000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLIVE GILLINSON 881 SEVENTH AVENUE NEW YORK NY 10019 320480590 0 X WWW.CARNEGIEHALL.ORG X 1960 NY TO PRESENT MUSIC & MUSICIANS, BRING THE TRANSFORMATIVE POWER OF MUSIC. SEE SCHEDULE OTO THE WIDEST POSSIBLE AUDIENCE, PROVIDE EDUCATION PROGRAMS, AND PROVIDE NEW WORKS, ARTISTS & AUDIENCES. 63 62 825 212 274240 0 53125172 32009670 23715887 35190449 4033140 1887497 9583049 3745580 90457248 72833196 2071301 973505 0 0 49484887 52840376 498173 468780 6834928 48500111 56293326 100554472 110575987 -10097224 -37742791 624703164 618716987 159557618 152880212 465145546 465836775 X CARNEGIE HALL'S MISSION IS TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, PLEASE SEE SCHEDULE O FOR MORE INFORMATION. 0 0 25719169 16861589 CARNEGIE HALL PRODUCED EVENTS: OF THE 168 EVENTS THAT CARNEGIE HALL PRODUCED IN FY23, 44% WERE HELD IN STERN AUDITORIUM/PERELMAN STAGE, 16% IN WEILL RECITAL HALL, 24% IN ZANKEL HALL; AND 16% IN THE HALL'S RESNICK EDUCATION WING. PRESENTATIONS RANGED FROM ORCHESTRAL, CHAMBER MUSIC, SOLO RECITALS, AND CHORAL PERFORMANCES TO JAZZ, WORLD, AND POPULAR MUSIC CONCERTS ALONG WITH FAMILY EVENTS AND PUBLIC MASTERCLASSES. BEYOND THE HALL'S FOUR WALLS, CONTINUING A FIVE-DECADE TRADITION OF BRINGING FREE PERFORMANCES TO NEIGHBORHOODS ACROSS NEW YORK CITY, THE CARNEGIE HALL CITYWIDE SERIES INCLUDED 37 FREE PERFORMANCES IN FY23, PRESENTED IN PARTNERSHIP WITH ESTEEMED COMMUNITY ORGANIZATIONS. 24775153 18162226 HALL RENTAL OPERATIONS: IN ADDITION TO CARNEGIE HALL'S OWN PRESENTATIONS, CARNEGIE HALL LICENSES ITS THREE CONCERT VENUES FOR CONCERTS AND OTHER PERFORMANCES. THESE EVENTS REPRESENT A SOURCE OF RENTAL INCOME FOR THE HALL AND AUGMENT ITS ARTISTIC PROFILE, UNDERSCORING CARNEGIE HALL'S HISTORIC TRADITION OF MAKING ITS STAGES BROADLY AVAILABLE. IN FY23, THERE WERE 494 RENTAL EVENTS PRESENTED AT CARNEGIE HALL. 15204740 973505 CARNEGIE HALL'S WEILL MUSIC INSTITUTE (WMI) CREATES BROAD-REACHING MUSIC EDUCATION AND SOCIAL IMPACT PROGRAMS, PLAYING A CENTRAL ROLE IN THE HALL'S COMMITMENT TO MAKING GREAT MUSIC ACCESSIBLE TO AS MANY PEOPLE AS POSSIBLE THROUGH CREATIVE MUSICAL INTERACTION AND INSPIRING LIFELONG LEARNING. WMI'S PROGRAMS-MOST OFFERED FOR FREE OR AT LOW COST-ENGAGED MORE THAN 800,000 PEOPLE IN FY23, INCLUDING FAMILIES, STUDENTS, COMMUNITY MEMBERS, ASPIRING ARTISTS, AND EDUCATORS IN NEW YORK CITY, ACROSS THE US, AND WORLDWIDE. 14946172 547262 REAL ESTATE OPERATIONS EXPENSES: 10,008,317 OTHER OPERATIONS AND SPECIAL PROJECTS EXPENSES: 4,937,855 REVENUE: 547,262 14946172 547262 80645234 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 515 0 1 825 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 63 62 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X MARY BENJAMIN 2129039863 881 SEVENTH AVENUE NEW YORK NY 10019 CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 60.00 0.00 X X 2157675 0 67740 MARCO ARGENTI TRUSTEE 1.00 0.00 X 0 0 0 MARCELO BARTHOLO TRUSTEE (AS OF 6/7/23) 1.00 0.00 X 0 0 0 MERCEDES T BASS VICE CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 OLIVIER BERGGRUEN TRUSTEE (UNTIL 2/27/23) 1.00 0.00 X 0 0 0 LEN BLAVATNIK TRUSTEE 1.00 0.00 X 0 0 0 RONALD E BLAYLOCK TRUSTEE 1.00 0.00 X 0 0 0 ARYEH B BOURKOFF TRUSTEE 1.00 0.00 X 0 0 0 NICOLA BULGARI TRUSTEE 1.00 0.00 X 0 0 0 MARCELO CLAURE TRUSTEE 1.00 0.00 X 0 0 0 LLOYD H DEAN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD A DEBS TRUSTEE 1.00 0.00 X 0 0 0 GREGORY T DURANT TRUSTEE 1.00 0.00 X 0 0 0 JUDITH W EVNIN TRUSTEE 1.00 0.00 X 0 0 0 MARINA KELLEN FRENCH TRUSTEE 1.00 0.00 X 0 0 0 SABRINA FUNG TRUSTEE 1.00 0.00 X 0 0 0 LAURENCE G GAGOSIAN TRUSTEE 1.00 0.00 X 0 0 0 W CYRUS GARRETT TRUSTEE 1.00 0.00 X 0 0 0 KELLY GRIER TRUSTEE (UNTIL 10/12/22) 1.00 0.00 X 0 0 0 STEPHEN R HOWE JR TRUSTEE 1.00 0.00 X 0 0 0 MARY ANNE HUNTSMAN TRUSTEE 1.00 0.00 X 0 0 0 SARKIS JEBEJIAN SECRETARY AND TRUSTEE 1.00 0.00 X X 0 0 0 ROBERT W JONES TRUSTEE 1.00 0.00 X 0 0 0 PHILIPPE KHUONG-HUU TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL BYUNGJU KIM TRUSTEE 1.00 0.00 X 0 0 0 STEVEN J KIMBLE TRUSTEE 1.00 0.00 X 0 0 0 KATY A KNOX TRUSTEE 1.00 0.00 X 0 0 0 SUZIE KOVNER TRUSTEE 1.00 0.00 X 0 0 0 EVAN LAMBERG TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL E LIEBOWITZ TRUSTEE 1.00 0.00 X 0 0 0 THOMAS G MAHERAS TREASURER AND TRUSTEE 1.00 0.00 X X 0 0 0 HAROLD MCGRAW III TRUSTEE 1.00 0.00 X 0 0 0 LESTER S MORSE JR TRUSTEE 1.00 0.00 X 0 0 0 CLARKE MURPHY TRUSTEE 1.00 0.00 X 0 0 0 DENNIS M NALLY TRUSTEE 1.00 0.00 X 0 0 0 DANIEL NARDELLO TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA NASH TRUSTEE 1.00 0.00 X 0 0 0 GBENGA OYEBODE TRUSTEE 1.00 0.00 X 0 0 0 DUSTY PHILIP TRUSTEE (AS OF 10/12/22) 1.00 0.00 X 0 0 0 EMILY K RAFFERTY TRUSTEE 1.00 0.00 X 0 0 0 XIAOSHAN REN TRUSTEE 1.00 0.00 X 0 0 0 SUSAN W ROSE TRUSTEE 1.00 0.00 X 0 0 0 PHYLLIS ROSENTHAL TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA RUCH TRUSTEE 1.00 0.00 X 0 0 0 SANA H SABBAGH TRUSTEE 1.00 0.00 X 0 0 0 JEAN E SALATA TRUSTEE 1.00 0.00 X 0 0 0 SUKI SANDLER TRUSTEE 1.00 0.00 X 0 0 0 BEATRICE SANTO DOMINGO TRUSTEE 1.00 0.00 X 0 0 0 THOMAS P SCULCO MD TRUSTEE 1.00 0.00 X 0 0 0 TRACY CHUTORIAN SEMLER TRUSTEE 1.00 0.00 X 0 0 0 STANLEY S SHUMAN TRUSTEE 1.00 0.00 X 0 0 0 DAVID M SIEGEL TRUSTEE 1.00 0.00 X 0 0 0 ROBERT F SMITH CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 SHERRESE CLARKE SOARES TRUSTEE 1.00 0.00 X 0 0 0 SARAH BILLINGHURST SOLOMON TRUSTEE 1.00 0.00 X 0 0 0 SIR MARTIN SORRELL TRUSTEE 1.00 0.00 X 0 0 0 KURT G STROVINK TRUSTEE 1.00 0.00 X 0 0 0 RICHARD TSAI TRUSTEE 1.00 0.00 X 0 0 0 IGOR TULCHINSKY TRUSTEE 1.00 0.00 X 0 0 0 LINDA WACHNER TRUSTEE 1.00 0.00 X 0 0 0 DARREN WALKER TRUSTEE 1.00 0.00 X 0 0 0 ROY WEATHERS TRUSTEE 1.00 0.00 X 0 0 0 SANFORD I WEILL PRESIDENT AND TRUSTEE 1.00 0.00 X X 0 0 0 DAVID S WINTER TRUSTEE 1.00 0.00 X 0 0 0 JUDY FRANCIS ZANKEL TRUSTEE 1.00 0.00 X 0 0 0 MARY BENJAMIN CHIEF FINANCIAL OFFICER 60.00 0.00 X 359169 0 97857 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 60.00 0.00 X 579595 0 153345 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 60.00 0.00 X 494886 0 134666 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 60.00 0.00 X 460867 0 171837 VERA ZLATARSKI GENERAL COUNSEL 60.00 0.00 X 435576 0 83474 SARAH JOHNSON CHIEF EDUCATION OFFICER 60.00 0.00 X 469236 0 111224 SARA VILLAGIO CHIEF MARKETING OFFICER 60.00 0.00 X 375720 0 34645 CHRISTOPHER AMOS INTERIM CHIEF INFORMATION OFFICER 60.00 0.00 X 399695 0 79639 AARON LEVINE CHIEF INFO OFFICER (UNTIL 7/5/22) 60.00 0.00 X 202415 0 22008 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 60.00 0.00 X 411150 0 89725 PHILIP ALFIERI STAGEHAND 60.00 0.00 X 530889 0 164409 ANTHONY POLEMENI STAGEHAND 60.00 0.00 X 338798 0 119264 KENNETH CLARK STAGEHAND 60.00 0.00 X 322582 0 115457 TIMOTHY DONOVAN STAGEHAND 60.00 0.00 X 453945 0 146327 7992198 0 1591617 108 0 1 0 TISHMAN INTERIORS CORPORATION OF NY 100 PARK AVENUE NEW YORK NY 10017 CONTRACTOR 6733914 STEALTH SECURITY & ASSOC LLC LINCOLN CENTER PLAZA NEW YORK NY 10023 SECURITY 1091827 PENGUIN MAINTENANCE AND SERVICES 5 PENN PLAZA 16TH FLOOR NEW YORK NY 10001 CONTRACTOR 976307 THE PHILADELPHIA ORCHESTRA ASSOCIATION ONE S BROAD ST 14TH FL PHILADELPHIA PA 19107 ARTIST FEES 945407 STIFTUNG BERLINER PHILHARMONIKER HERBERT-VON-KARAJAN-STRABE 1 BERLIN GM 10785 ARTIST FEES 890859 64 9135343 2338509 20535818 884523 32009670 PERFORMANCES PRODUCED 711130 18162226 18162226 BOX OFFICE RECEIPTS 711130 16861589 16861589 TOURS OF CARNEGIE HALL 711130 166634 166634 35190449 3491477 3491477 18 18 12988823 9302633 3686190 3686190 3686190 235296727 236900707 -1603980 -1603980 -1603980 284989 9135343 1168435 -883446 -883446 583457 275619 307838 307838 CATERING 900099 225663 72790 152873 STARR ALLOCATION 900099 144851 144851 SPONSORSHIPS 541800 121367 121367 143099 143099 634980 72833196 35571077 274240 4978209 855379 855379 118126 118126 7934930 2623425 4706380 605125 32330869 26752526 2970066 2608277 2817530 2301635 270865 245030 6999418 6026638 533903 438877 2757629 2073882 462849 220898 697404 697404 216750 36750 180000 174250 174250 468780 468780 745510 745510 5737564 4126835 1394375 216354 4198485 4198485 2880385 2078269 466471 335645 1349231 914459 412554 22218 99894 99894 2857304 2810525 15380 31399 40042 40042 2514321 2514321 13818903 10768036 2209266 841601 1951759 1951759 CONCERT EXPENSES 14110235 14059212 511 50512 SECURITY 1871714 1871714 REPAIR AND MAINTENANCE 527924 372785 155139 BAD DEBT 235873 150000 85873 2265778 763343 1012346 490089 110575987 80645234 23095825 6834928 32326004 25932126 42625652 33740762 3131613 3699436 367009342 142034592 225185372 224974750 139669996 123805079 174378947 199244684 7385580 7320150 624703164 618716987 15585965 14736471 12692685 14559940 103375406 100065843 27903562 23517958 159557618 152880212 X 125299573 126513990 339845973 339322785 465145546 465836775 624703164 618716987 X -37742791 33619064 198960 4615996 X 0 1 X 1 0 X 44016554 33561708 30797240 53125172 32009670 193510344 1497172 1573289 1628564 1660455 1777693 8137173 45513726 35134997 32425804 54785627 33787363 201647517 9837532 191809985 15982439 16280493 14540416 14495103 16480318 77778769 322862 193255 147787 274240 938144 20221 5585549 409318 6015088 286379518 116529922 0.66980 0.67370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 20,221. 2021 AMOUNT: $ 5,585,549. 2022 AMOUNT: $ 409,318. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215752 215752 120638142 120853894 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 179248 204298 204535 215752 803833 250000 250000 250000 250000 1000000 1500000 X X X 0 301041654 20128 34531983 23851255 311742510 374947640 5118452 -59886438 19138000 301041654 299794653 7500 94104487 18959000 374947640 310354242 43565 8315846 18919000 299794653 317473904 549647 7805691 15475000 310354242 0.02370 0.62752 0.34878 0 0 8400000 6090000 2310000 341184056 133791019 207393037 4815482 2153573 2661909 12609804 12609804 224974750 EQUITIES 98062004 F ALTERNATIVE INVESTMENTS 70352429 F REAL ESTATE FUNDS 9462652 F PRIVATE EQUITY FUNDS 21367599 F 199244684 ACCRUED PENSION BENEFIT OBLIGATION 16197808 LEASE LIABILITY 7320150 23517958 121557202 33619064 5103764 38722828 82834374 745510 -10746688 -10001178 72833196 120865972 4904804 6130691 11035495 109830477 745510 745510 110575987 PART III, LINE 4: ART COLLECTION THE ROSE MUSEUM EXHIBITS CARNEGIE HALL'S HISTORY AND ARCHIVAL TREASURES. THE PERMANENT EXHIBIT CONTAINS A CHRONOLOGY OF EVENTS FROM 1891 TO THE PRESENT, A HISTORY OF THE BUILDING, AS WELL AS ITEMS RELATING TO PERFORMANCES AND PERFORMERS. ON A REGULAR BASIS, TO PROVIDE AN ADDITIONAL DIMENSION TO A FESTIVAL OR MAJOR EVENT, TEMPORARY EXHIBITS ARE SHOWN WHICH MAY FEATURE MATERIAL BORROWED FROM OTHER ARCHIVES OR MUSEUMS. TOURS OF CARNEGIE HALL ARE CONDUCTED BY CARNEGIE HALL MUSIC AMBASSADORS (CARNEGIE HALL'S VOLUNTEERS). TOURS ALLOW VISITORS TO TAKE A JOURNEY THROUGH THE BUILDING AND LEARN MORE ABOUT THE CARNEGIE HALL STORY - FROM ANDREW CARNEGIE, TO ISAAC STERN LEADING THE EFFORT TO SAVE CARNEGIE HALL FROM DESTRUCTION, TO WELL OVER A CENTURY OF MEMORABLE PERFORMANCES. PART V, LINE 4: ENDOWMENT FUNDS CARNEGIE HALL'S ENDOWMENT FUNDS SUPPORT CARNEGIE HALL'S ACTIVITIES, IN ACCORDANCE WITH VARIOUS DONOR REQUIREMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -9,302,634. COST OF GOODS SOLD -275,619. FUNDRAISING EVENTS -1,168,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 9,302,633. COST OF GOODS SOLD 275,619. FUNDRAISING EVENTS 1,168,435. CH PRODUCTION COST -50,000. ACTUARIAL GAIN/LOSS ON PENSION PLAN -4,565,996. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITION 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 113623871 EUROPE 0 0 PROGRAM SERVICES ARTS PROGRAMMING 822221 0 0 0 0 0 0 114446092 0 114446092 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 DCM INC 244 5TH AVENUE STE M223 NEW YORK NY 10001 TELEFUNDRAISING 0 1167542 388780 778762 THE HOLMAN GROUP 4125 BIG RANCH ROAD NAPA CA 94558 CORP SPONSORSHIP 0 400000 80000 320000 1567542 468780 1098762 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC OPENING NIGHT 5592582 5399593 192989 9720 245465 385844 77830 MEDAL OF EXCELLENCE 2249500 2188500 61000 40000 81716 26566 32515 1 1578250 1547250 31000 123955 26603 85088 33133 9420332 9135343 284989 173675 353784 497498 143478 1168435 -883446 1 AFRICAN PEACH ARTS COALITION INC 15 LOUIS PL BROOKLYN NY 11233 843420088 501(C)(3) 21750 0 ARTS PROGRAMMING ART AND RESISTANCE THROUGH EDUCATION 3176 DECATUR AVENUE 3A BRONX NY 10467 814884105 501(C)(3) 23000 0 ARTS PROGRAMMING ART OF SELF ESTEEM INC 1592 EASTERN PARKWAY 4B BROOKLYN NY 11233 800365029 501(C)(3) 6480 0 ARTS PROGRAMMING BUFFALO STRING WORKS 179 ANDERSON PLACE BUFFALO NY 14222 810718400 501(C)(3) 30000 0 ARTS PROGRAMMING CHICAGO JAZZ PHILHARMONIC 1111 N WELLS STREET SUITE 501 CHICAGO IL 60610 201058117 501(C)(3) 10000 0 ARTS PROGRAMMING COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 042437973 501(C)(3) 30000 0 ARTS PROGRAMMING COMMUNITY MUSIC WORKS 1392 WESTMINSTER STREET PROVIDENCE RI 02909 050507426 501(C)(3) 10000 0 ARTS PROGRAMMING DRAMA CLUB INC 34-18 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 300836513 501(C)(3) 8202 0 ARTS PROGRAMMING EAST BAY CENTER FOR THE PERFORMING ARTS 339-11TH STREET RICHMOND CA 94801 941692171 501(C)(3) 30000 0 ARTS PROGRAMMING EL PASO SYMPHONY ORCHESTRA ASSOCIATION 1 CIVIC CENTER PLAZA EL PASO TX 79901 746000772 501(C)(3) 25000 0 ARTS PROGRAMMING EL SISTEMA OKLAHOMA INC 3220 QUAIL SPRINGS PARKWAY OKLAHOMA CITY OK 73134 471650812 501(C)(3) 30000 0 ARTS PROGRAMMING EMPIRE STATE YOUTH ORCHESTRA INC 432 STATE STREET SCHENECTADY NY 12305 222317557 501(C)(3) 10000 0 ARTS PROGRAMMING ENRICHING LIVES THROUGH MUSIC PO BOX 1133 KARSPUR CA 94939 463586448 501(C)(3) 30000 0 ARTS PROGRAMMING GROW BROWNSVILLE 234 GLENMORE AVENUE BROOKLYN NY 11208 861384616 501(C)(3) 20210 0 ARTS PROGRAMMING HAWAII YOUTH SYMPHONY 1110 UNIVERSITY AVENUE SUITE 200 HONOLULU HI 96826 990119771 501(C)(3) 25000 0 ARTS PROGRAMMING HOMER OPUS 355 WEST PIONEER AVENUE SUITE 300 HOMER AK 99603 843921663 501(C)(3) 21000 0 ARTS PROGRAMMING INTEMPO ORGANIZATION INC 58 CHURCH STREET STAMFORD CT 06906 900725572 501(C)(3) 25000 0 ARTS PROGRAMMING JAMAICA CENTER FOR ARTS AND LEARNING 161-04 JAMAICA AVENUE JAMAICA NY 11432 112478709 501(C)(3) 14148 0 ARTS PROGRAMMING JUNEAU ALASKA MUSIC MATTERS INC PO BOX 34205 JUNEAU AK 99803 462843219 501(C)(3) 30367 0 ARTS PROGRAMMING KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL SUITE 100 KALAMAZOO MI 49007 386005710 501(C)(3) 10000 0 ARTS PROGRAMMING LIVECONNECTIONS 3025 WALNUT STREET PHILADELPHIA PA 19104 262666641 501(C)(3) 10000 0 ARTS PROGRAMMING MAKE MUSIC NOLA 1010 NORTH GALVEZ UNIT C1 NEW ORLEANS LA 70119 474032606 501(C)(3) 25000 0 ARTS PROGRAMMING METROPOLITAN YOUTH ORCHESTRA OF CENTRAL ALABAMA 1500 6TH AVENUE N BIRMINGHAM AL 35203 260363083 501(C)(3) 30000 0 ARTS PROGRAMMING MUSICOPIA INC 1700 MARKET STREET SUITE 1005 PHILADELPHIA PA 19103 237397981 501(C)(3) 51000 0 ARTS PROGRAMMING NYC ARTS CYPHER INC 12 BROAD STREET STATEN ISLAND NY 10304 571229930 501(C)(3) 10188 0 ARTS PROGRAMMING PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 453754114 501(C)(3) 10000 0 ARTS PROGRAMMING PROJECTIVITY GROUP INC 27 TOWNSEND AVENUE STATEN ISLAND NY 10304 475358971 501(C)(3) 23000 0 ARTS PROGRAMMING REDZ INC 1350 A STREET ELMONT NY 11003 464192477 501(C)(3) 27280 0 ARTS PROGRAMMING SOUNDSCAPES INC 11712 JEFFERSON AVENUESUITE C 473 NEWPORT NEWS VA 23606 271923247 501(C)(3) 30000 0 ARTS PROGRAMMING STUDENT DREAM 461 DEAN STREET SUITE 6M BROOKLYN NY 11217 471062643 501(C)(3) 18640 0 ARTS PROGRAMMING STUDEO 209 WEST 147TH STREET 4D NEW YORK NY 10039 270448806 17280 0 ARTS PROGRAMMING TECH KIDS UNLIMITED 261 BROADWAY 8D NEW YORK NY 10007 462451747 501(C)(3) 17508 0 ARTS PROGRAMMING THE INTERNATIONAL CHILD PROGAM INC 127 WEST 127TH STREET SUITE 126 NEW YORK NY 10027 463351722 501(C)(3) 10206 0 ARTS PROGRAMMING THE SPHINX ORGANIZATION 2200 HUNT STREET STE 461 DETROIT MI 48207 383283759 501(C)(3) 10000 0 ARTS PROGRAMMING THRIVE COLLECTIVE (2020 VISION FOR SCHOOL INC) 8225 5TH AVENUE 323 BROOKLYN NY 11209 453023036 501(C)(3) 71170 0 ARTS PROGRAMMING TRENTON MUSIC MAKERS INC 1 N JOHNSTON AVENUE SUITE A209 TRENTON NJ 08611 223559611 501(C)(3) 25000 0 ARTS PROGRAMMING WAKE FOREST COMMUNITY YOUTH ORCHESTRA PO BOX 243 WAKE FOREST NC 27588 471783414 501(C)(3) 20000 0 ARTS PROGRAMMING WORCESTER CHAMBER MUSIC SOCIETY 323 MAIN STREET WORCESTER MA 01608 208538873 501(C)(3) 25000 0 ARTS PROGRAMMING YAKIMA MUSIC EN ACCION PO BOX 317 YAKIMA WA 98907 300893939 501(C)(3) 10000 0 ARTS PROGRAMMING 38 1 GRANTS FUNDING 12 118126 MONITORING THE USE OF GRANT FUNDS ARTS ARTS PROGRAM PROVIDERS AND INDIVIDUAL RECIPIENTS ARE REQUIRED TO SUBMIT WRITTEN REPORTS DETAILING PROGRAMMATIC ACTIVITY AND GRANT SPENDING IN CONNECTION WITH THE PROJECT. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 1469237 0 273441 0 414997 0 29974 0 37766 0 2225415 0 0 0 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 387967 0 130127 0 61501 0 117854 0 35491 0 732940 0 18056 0 PHILIP ALFIERI STAGEHAND 530889 0 0 0 0 0 0 0 164409 0 695298 0 0 0 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 322311 0 94361 0 44195 0 133874 0 37963 0 632704 0 9068 0 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 350935 0 97943 0 46008 0 120047 0 14619 0 629552 0 9670 0 TIMOTHY DONOVAN STAGEHAND 453945 0 0 0 0 0 0 0 146327 0 600272 0 0 0 SARAH JOHNSON CHIEF EDUCATION OFFICER 342340 0 93824 0 33072 0 75777 0 35447 0 580460 0 3812 0 VERA ZLATARSKI GENERAL COUNSEL 330707 0 86943 0 17926 0 45983 0 37491 0 519050 0 0 0 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 301545 0 88340 0 21265 0 74554 0 15171 0 500875 0 0 0 CHRISTOPHER AMOS INTERIM CHIEF INFORMATION OFFICER 314568 0 55534 0 29593 0 62118 0 17521 0 479334 0 10000 0 ANTHONY POLEMENI STAGEHAND 338798 0 0 0 0 0 0 0 119264 0 458062 0 0 0 MARY BENJAMIN CHIEF FINANCIAL OFFICER 296281 0 31411 0 31477 0 80831 0 17026 0 457026 0 0 0 KENNETH CLARK STAGEHAND 322582 0 0 0 0 0 0 0 115457 0 438039 0 0 0 SARA VILLAGIO CHIEF MARKETING OFFICER 299181 0 62450 0 14089 0 17700 0 16945 0 410365 0 10000 0 AARON LEVINE CHIEF INFO OFFICER (UNTIL 7/5/22) 197412 0 0 0 5003 0 0 0 22008 0 224423 0 0 0 PART I, LINE 1A COMPANION TRAVEL WAS PROVIDED FOR THE EXECUTIVE AND ARTISTIC DIRECTOR IN CONNECTION WITH CARNEGIE HALL BUSINESS AND WAS NOT INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 4B THE CARNEGIE HALL CORPORATION MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED PLANS, A SERP AND A KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN. THE SERP COVERED CLIVE D. GILLINSON. THE KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN COVERED SUSAN J. BRADY, ANNA WEBER, AARON LEVINE, RICHARD MALENKA, MARY BENJAMIN, VERA ZLATARSKI, SARAH JOHNSON, SYNNEVE CARLINO, SARA VILLAGIO AND CHRISTOPHER AMOS. 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, NOT SUBSTANTIALLY VESTED, AND NOT INCLUDED IN PARTICIPANT'S TAXABLE INCOME. PLAN PARTICIPANTS - CLIVE D. GILLINSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $389,373 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 ANNA WEBER AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $57,890 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $97,723 AARON LEVINE AMOUNT SUBSTANTIALLY VESTED AND TAXABLE -$0 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $22,059 RICHARD MALENKA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $40,464 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $71,257 SUSAN J. BRADY AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $37,528 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $65,988 MARY BENJAMIN AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $25,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $50,000 SARAH JOHNSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $31,812 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $59,812 VERA ZLATARSKI AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $16,667 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $33,333 SYNNEVE CARLINO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $19,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $38,667 CHRISTOPHER AMOS AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $28,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $46,667 SARA VILLAGIO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $13,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $16,667 A THE TRUST FOR CULTURAL RESOURCES OF THE CITY NY SERIES 2019 911882413 649717VF9 2019-09-05 111784464 REFUNDING OF 2009 BONDS 0 0 0 A 4315000 112326763 1037067 111289696 2013 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 PART I, LINE A, COLUMN (F) BONDS ISSUED TO CURRENT REFUND BONDS ISSUED ON 12/03/09. PART II, LINE 3, COLUMN (A) DIFFERENCE FROM ISSUE PRICE REPRESENTS INVESTMENT EARNINGS ON THE ESCROWED PROCEEDS APPLIED TO CURRENT REFUND THE PRIOR ISSUE. PART III, LINE 3A CARNEGIE HALL HAS A SERVICE CONTRACT IN PLACE THAT FALLS UNDER THE INCIDENTAL USE EXCEPTION AND DOES NOT RESULT IN PRIVATE BUSINESS USAGE. X 3728 864539 FMV X COUGH DROPS 531 10824 FMV X MEDAL 1 4000 FMV X CHAMPAGNE 10 3000 FMV X WINE 6 2160 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990 PART III LINE 1 CARNEGIE HALL'S MISSION IS TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, TO PROVIDE VISIONARY EDUCATION PROGRAMS, AND TO FOSTER THE FUTURE OF MUSIC THROUGH THE CULTIVATION OF NEW WORKS, ARTISTS, AND AUDIENCES. FORM 990, PART VI, SECTION A, LINE 2 PLEASE SEE THE SUPPLEMENTAL INFORMATION FOR PART VI, SECTION B, LINE 12C FOR A SUMMARY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSURES AND THEIR INDEPENDENT REVIEW. LEN BLAVATNIK AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. ARYEH B. BOURKOFF AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. NICOLA BULGARI AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. MARINA KELLEN FRENCH AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SUZIE KOVNER HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SANA H. SABBAGH HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SIR MARTIN SORRELL HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND RICHARD TSAI HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND EVAN LAMBERG HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND MICHAEL B. KIM HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND JEAN SALATA HAVE A BUSINESS RELATIONSHIP. SARKIS JEBEJIAN AND ROBERT F. SMITH HAVE A BUSINESS RELATIONSHIP. THOMAS G. MAHERAS AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND LLOYD DEAN HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND ROBERT F. SMITH HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND DARREN WALKER HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND DANIEL NARDELLO HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND JEAN SALATA HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND RICHARD TSAI HAVE A BUSINESS RELATIONSHIP. KURT G. STROVINK AND DAVID M. SIEGEL HAVE A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROBERT F. SMITH HAVE A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND JOSHUA NASH HAVE A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROY WEATHERS HAVE A BUSINESS RELATIONSHIP. DANIEL NARDELLO AND SARKIS JEBEJIAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 FORM 990, PART VI, SECTION A, LINE 11B - THE FORM 990 IS PREPARED BY CARNEGIE HALL'S EXTERNAL ACCOUNTING FIRM WITH THE ASSISTANCE OF STAFF. THE DRAFT REPORT IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND KEY PERSONS IS INTENDED TO IDENTIFY, DISCLOSE, EVALUATE AND ADDRESS ACTUAL, POTENTIAL AND APPARENT CONFLICTS OF INTEREST THAT MIGHT, IN FACT OR APPEARANCE, CALL INTO QUESTION THESE INDIVIDUALS' DUTY OF LOYALTY TO CARNEGIE HALL, AS WELL AS TO GATHER INFORMATION REQUIRED FOR THE FORM 990 REPORT. THE INDEPENDENT BOARD GOVERNANCE COMMITTEE IS RESPONSIBLE FOR OVERSEEING IMPLEMENTATION OF AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EVERY COVERED PERSON IS FURNISHED WITH A COPY OF THE POLICY PRIOR TO THE COMMENCEMENT OF DUTIES, AND MUST SUBMIT AN ACKNOWLEDGMENT AND DISCLOSURE STATEMENT PRIOR TO INITIAL ELECTION, APPOINTMENT OR HIRING, AND ANNUALLY THEREAFTER, AND UPDATE IT AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. THE GOVERNANCE COMMITTEE REVIEWS CONFLICT OF INTEREST DISCLOSURES ANNUALLY AND AS NEW DISCLOSURES ARE MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW COMPENSATION FOR THE EXECUTIVE AND ARTISTIC DIRECTOR AND ANY OTHER OFFICERS AND THE KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD COMPENSATION COMMITTEE OR OTHER INDEPENDENT TRUSTEES, FOLLOWING A REVIEW OF COMPARABILITY DATA (SUCH AS FORMS 990 AND OTHER SOURCES OF SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN SIMILAR GEOGRAPHIC LOCATIONS). THE DELIBERATION AND DECISION OF THESE INDEPENDENT TRUSTEES IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE CARNEGIE HALL MAKES ITS ANNUAL REPORT WHICH CONTAINS HIGHLIGHTS OF PROGRAMS AND FINANCIAL INFORMATION AND FIVE YEARS OF AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. THE FORM 990 IS AVAILABLE UPON REQUEST AND ON OTHER WEBSITES SUCH AS GUIDESTAR.ORG. CARNEGIE HALL ALSO MAKES KEY ORGANIZATIONAL POLICIES, SUCH AS ITS CODE OF ETHICS, GIFT ACCEPTANCE POLICIES AND GUIDELINES AND WHISTLEBLOWER POLICY, PUBLICLY AVAILABLE ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT CURRENTLY PUBLICLY AVAILABLE. FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ITS BY-LAWS, THE ORGANIZATION'S BOARD OF TRUSTEES DELEGATES AUTHORITY TO AN EXECUTIVE COMMITTEE, SUBJECT TO THE LIMITATIONS OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS TO THE BOARD. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN/LOSS ON PENSION PLAN 4,565,996. CH PRODUCTION COST 50,000. SPLIT INTEREST TRUST CRATS (1) CRAT NY CHC T 1 SPLIT INTEREST TR CRUTS (3) CRUT NY CHC T 1 SPLIT INTEREST TRUSTS PLIF (1) PLIF NY CHC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0