2025-04-09T14:34:08-05:00 2024-06-30 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990 2023-07-01 131923626 THE CARNEGIE HALL CORPORATION CARN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 MARY BENJAMIN CHIEF FINANCIAL OFFICER 2129039863 2025-04-07 1 0 KATHRYN OKIMOTO P00746598 2069134000 2025-04-04 2023 2025-03-06 01:10:19Z CLIVE GILLINSON 881 SEVENTH AVENUE NEW YORK NY 10019 259240437 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. 58 57 948 226 218984 0 32009670 31793049 35190449 40144072 1887497 14481043 3745580 4065203 72833196 90483367 973505 607650 0 0 52840376 58119664 468780 336748 7102452 56293326 59810027 110575987 118874089 -37742791 -28390722 618716987 629540386 152880212 158027350 465836775 471513036 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 27804971 19907071 CARNEGIE HALL PRODUCED EVENTS: OF THE 195 EVENTS THAT CARNEGIE HALL PRODUCED IN FY24, 41% WERE HELD IN STERN AUDITORIUM/PERELMAN STAGE, 13% IN WEILL RECITAL HALL, 25% IN ZANKEL HALL; AND 21% 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 34 FREE PERFORMANCES IN FY24, PRESENTED IN PARTNERSHIP WITH ESTEEMED COMMUNITY ORGANIZATIONS. 26688490 20068032 HALL RENTAL OPERATIONS: IN ADDITION TO CARNEGIE HALL'S OWN PRESENTATIONS, CARNEGIE HALL LEASES AND MANAGES ITS THREE CONCERT VENUES MAKING THEM AVAILABLE FOR CONCERTS AND OTHER PERFORMANCES PRESENTED BY OUTSIDE PRODUCERS. 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 FY24, THERE WERE 543 RENTAL EVENTS PRESENTED AT CARNEGIE HALL. 16135215 607650 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 HUNDREDS OF THOUSANDS OF PEOPLE IN FY24, INCLUDING FAMILIES, STUDENTS, COMMUNITY MEMBERS, ASPIRING ARTISTS, AND EDUCATORS IN NEW YORK CITY, ACROSS THE US, AND WORLDWIDE. 16251177 618246 REAL ESTATE OPERATIONS EXPENSES: 10,972,874 OTHER OPERATIONS AND SPECIAL PROJECTS EXPENSES: 5,278,303 REVENUE: 618,246 16251177 618246 86879853 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 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 555 0 1 948 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 58 57 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 X CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 60.00 0.00 X X 2591982 0 107198 MARCO ARGENTI TRUSTEE 1.00 0.00 X 0 0 0 MARCELO BARTHOLO TRUSTEE 1.00 0.00 X 0 0 0 MERCEDES T BASS VICE CHAIRMAN AND TRUSTEE 1.00 0.00 X 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 (UNTIL 7/12/2023) 1.00 0.00 X 0 0 0 MARCELO CLAURE TRUSTEE (UNTIL 10/5/2023) 1.00 0.00 X 0 0 0 LLOYD H DEAN TRUSTEE (UNTIL 10/5/2023) 1.00 0.00 X 0 0 0 RICHARD A DEBS TRUSTEE (UNTIL 1/28/2024) 1.00 0.00 X 0 0 0 MICHAEL J DOWLING TRUSTEE (AS OF 10/5/2023) 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 GAGOSIAN TRUSTEE 1.00 0.00 X 0 0 0 W CYRUS GARRETT TRUSTEE 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 (UNTIL 10/5/2023) 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 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 (UNTIL 10/5/2023) 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 420870 0 111801 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 60.00 0.00 X 600014 0 290082 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 60.00 0.00 X 511667 0 251158 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 60.00 0.00 X 475961 0 253596 VERA ZLATARSKI GENERAL COUNSEL 60.00 0.00 X 450912 0 167684 SARAH JOHNSON CHIEF EDUCATION OFFICER 60.00 0.00 X 485030 0 191863 SARA VILLAGIO CHIEF MARKETING OFFICER 60.00 0.00 X 387743 0 97510 CHRISTOPHER AMOS CHIEF DIGITAL OFFICER 60.00 0.00 X 448248 0 119315 EZRA WIESNER CHIEF INFORMATION OFFICER 60.00 0.00 X 290529 0 71469 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 60.00 0.00 X 425780 0 182147 NIA MONROE CHIEF HUMAN RESOURCES 60.00 0.00 X 381656 0 130016 PHILIP ALFIERI STAGEHAND 60.00 0.00 X 470695 0 174157 ANTHONY POLEMENI STAGEHAND 60.00 0.00 X 433016 0 160216 TIMOTHY DONOVAN STAGEHAND 60.00 0.00 X 434340 0 160706 8808443 0 2468918 119 0 1 0 TISHMAN INTERIORS CORPORATION OF NY 100 PARK AVENUE NEW YORK NY 10017 CONTRACTOR 15389293 STEALTH SECURITY & ASSOC LLC LINCOLN CENTER PLAZA NEW YORK NY 10023 SECURITY 1582318 PENGUIN MAINTENANCE AND SERVICES 5 PENN PLAZA 16TH FLOOR NEW YORK NY 10001 CONTRACTOR 1046497 WJE ENGINEERS & ARCHITECTS PC 330 PFINGSTEN ROAD NORTHBROOK IL 60062 ENGINEERING AND ARCHITECTURAL FEES 806404 VENABLE LLP 151 WEST 42ND STREET NEW YORK NY 10036 LEGAL FEES 779706 62 7758216 5689625 18345208 472946 31793049 PERFORMANCES PRODUCED 711130 20068032 20068032 BOX OFFICE RECEIPTS 711130 19907071 19907071 TOURS OF CARNEGIE HALL 711130 168969 168969 40144072 3247294 3247294 26 26 13198672 9333195 3865477 3865477 3865477 169282750 158049001 11233749 11233749 11233749 584223 7758216 1091655 -507432 -507432 653145 283219 369926 369926 CATERING 900099 226226 79351 146875 SPONSORSHIPS 541800 72109 0 72109 38871 38871 337206 90483367 40593349 218984 17877985 607650 607650 8626625 2679622 5323047 623956 35490076 29881350 2742474 2866252 3101523 2695313 202432 203778 7593455 5806992 1291662 494801 3307985 2503868 542734 261383 1085164 1482 1083682 253675 44675 209000 173550 173550 336748 336748 875026 875026 5637276 4235802 1252973 148501 4960200 4960200 2852680 2135400 397562 319718 1318536 959178 332640 26718 132101 132101 3053025 2943381 68732 40912 62905 62905 2478350 2478350 13811124 10504161 2387622 919341 2195255 2195255 CONCERT EXPENSES 15936918 15863472 10164 63282 SECURITY 2426110 2426110 0 0 REPAIR AND MAINTENANCE 443423 429710 13713 0 BAD DEBT 69770 0 0 69770 2044939 771426 719771 553742 118874089 86879853 24891784 7102452 25932126 16986500 33740762 18582701 3699436 3368053 365886687 128648965 224974750 237237722 123805079 131221874 199244684 214889864 7320150 7253672 618716987 629540386 14736471 17172304 14559940 16875716 100065843 96531844 10000000 23517958 17447486 152880212 158027350 X 126513990 123226543 339322785 348286493 465836775 471513036 618716987 629540386 X -28390722 27536306 785839 5744838 X 0 1 X 1 1 1 X 33561708 30797240 53125172 32009670 31793049 181286839 1573289 1628564 1660455 1777693 1674086 8314087 35134997 32425804 54785627 33787363 33467135 189600926 5191978 184408948 16280493 14540416 14495103 16480318 16445992 78242322 5585549 287950 38871 5912370 273755618 122354598 0.67360 0.66980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 5,585,549. 2022 AMOUNT: $ 287,950. 2023 AMOUNT: $ 38,871. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 214884 214884 128492248 128707132 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 204298 204535 215752 214884 839469 250000 250000 250000 250000 1000000 1500000 X X X 0 311742510 150000 40963409 20114000 332741919 301041654 20128 34531983 23851255 311742510 374947640 5118452 -59886438 19138000 301041654 299794653 7500 94104487 18959000 374947640 310354242 43565 8315846 18919000 299794653 0.02370 0.58837 0.38794 0 0 8400000 6510000 1890000 323105986 120992622 202113364 4364943 1146343 3218600 30015758 30015758 237237722 EQUITIES 94146270 F ALTERNATIVE INVESTMENTS 83230052 F REAL ESTATE FUNDS 9754139 F PRIVATE EQUITY FUNDS 27759403 F 214889864 ACCRUED PENSION BENEFIT OBLIGATION 10193814 LEASE LIABILITY 7253672 17447486 131204683 27536306 3351967 30888273 100316410 875026 -10708069 -9833043 90483367 125528422 2566128 4963231 7529359 117999063 875026 875026 118874089 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 -9,333,195. COST OF GOODS SOLD -283,219. FUNDRAISING EVENTS -1,091,655. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 9,333,195. COST OF GOODS SOLD 283,219. FUNDRAISING EVENTS 1,091,655. ACTUARIAL GAIN/LOSS ON PENSION PLAN -5,744,838. 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 118988379 NORTH AMERICA 0 0 PROGRAM SERVICES ARTS PROGRAMMING 135240 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ARTS PROGRAMMING 179752 EUROPE 0 0 PROGRAM SERVICES ARTS PROGRAMMING 423713 0 0 0 0 0 0 119727084 0 119727084 1 0 1 1 1 0 X X X X X X X 1 DCM INC 244 5TH AVENUE STE M223 NEW YORK NY 10001 TELEFUNDRAISING 0 873542 321748 551794 THE HOLMAN GROUP 4125 BIG RANCH ROAD NAPA CA 94558 CORP SPONSORSHIP 0 400000 15000 385000 1273542 336748 936794 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 5663908 5343616 320292 81769 207075 211242 69254 STAGE OF LEGENDS 1504350 1464500 39850 135424 46600 74516 35300 1 1174181 950100 224081 15065 75195 112779 27436 8342439 7758216 584223 232258 328870 398537 131990 1091655 -507432 1 AUSTIN SOUNDWAVES 2235 EAST 6TH STREET AUSTIN TX 78702 451601843 501(C)(3) 15000 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) 20000 0 ARTS PROGRAMMING COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 042437973 501(C)(3) 15000 0 ARTS PROGRAMMING EAST BAY CENTER FOR THE PERFORMING ARTS 339-11TH STREET RICHMOND CA 94801 941692171 501(C)(3) 15000 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 ENRICHING LIVES THROUGH MUSIC PO BOX 1133 KARSPUR CA 94939 463586448 501(C)(3) 30000 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) 20000 0 ARTS PROGRAMMING INTEMPO ORGANIZATION INC 58 CHURCH STREET STAMFORD CT 06906 900725572 501(C)(3) 25000 0 ARTS PROGRAMMING JUNEAU ALASKA MUSIC MATTERS INC PO BOX 34205 JUNEAU AK 99803 462843219 501(C)(3) 30000 0 ARTS PROGRAMMING KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL SUITE 100 KALAMAZOO MI 49007 386005710 501(C)(3) 20000 0 ARTS PROGRAMMING MAKE MUSIC NOLA 1010 NORTH GALVEZ UNIT C1 NEW ORLEANS LA 70119 474032606 501(C)(3) 20000 0 ARTS PROGRAMMING METROPOLITAN YOUTH ORCHESTRA OF CENTRAL ALABAMA 1500 6TH AVENUE N BIRMINGHAM AL 35203 260363083 501(C)(3) 30000 0 ARTS PROGRAMMING MUSIC HAVEN 315 PECK STREET BOX A10 NEW HAVEN CT 06513 010870395 501(C)(3) 15000 0 ARTS PROGRAMMING MUSICOPIA INC 1700 MARKET STREET SUITE 1005 PHILADELPHIA PA 19103 237397981 501(C)(3) 104650 0 ARTS PROGRAMMING SOUNDSCAPES INC 11712 JEFFERSON AVENUESUITE C 473 NEWPORT NEWS VA 23606 271923247 501(C)(3) 30000 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) 15000 0 ARTS PROGRAMMING WEST POINT SCHOOL OF MUSIC 1233 W 109TH PLACE CHICAGO IL 60643 452944619 501(C)(3) 25000 0 ARTS PROGRAMMING YAKIMA MUSIC EN ACCION PO BOX 317 YAKIMA WA 98907 300893939 501(C)(3) 18000 0 ARTS PROGRAMMING ZUMIX INC 260 SUMNER STREET EAST BOSTON MA 02128 043132674 501(C)(3) 20000 0 ARTS PROGRAMMING 23 0 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. 1 X X X X X 0 1 0 0 0 0 0 0 0 CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 1536047 0 273441 0 782494 0 66112 0 41086 0 2699180 0 0 0 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 404315 0 52315 0 143384 0 251470 0 38612 0 890096 0 57890 0 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 364957 0 46452 0 100258 0 235286 0 15872 0 762825 0 40464 0 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 334799 0 45020 0 96142 0 212312 0 41284 0 729557 0 37528 0 SARAH JOHNSON CHIEF EDUCATION OFFICER 355682 0 43884 0 85464 0 153251 0 38612 0 676893 0 31812 0 PHILIP ALFIERI STAGEHAND 470695 0 0 0 0 0 0 0 174157 0 644852 0 0 0 VERA ZLATARSKI GENERAL COUNSEL 344209 0 42484 0 64219 0 127572 0 40112 0 618596 0 16667 0 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 314130 0 39501 0 72149 0 166275 0 15872 0 607927 0 19333 0 TIMOTHY DONOVAN STAGEHAND 434340 0 0 0 0 0 0 0 160706 0 595046 0 0 0 ANTHONY POLEMENI STAGEHAND 433016 0 0 0 0 0 0 0 160216 0 593232 0 0 0 CHRISTOPHER AMOS CHIEF DIGITAL OFFICER 326821 0 65534 0 55893 0 100147 0 19168 0 567563 0 28333 0 MARY BENJAMIN CHIEF FINANCIAL OFFICER 337982 0 31411 0 51477 0 93275 0 18526 0 532671 0 25000 0 NIA MONROE CHIEF HUMAN RESOURCES 302113 0 37083 0 42460 0 87216 0 42800 0 511672 0 15000 0 SARA VILLAGIO CHIEF MARKETING OFFICER 309970 0 37450 0 40323 0 78104 0 19406 0 485253 0 13333 0 EZRA WIESNER CHIEF INFORMATION OFFICER 289454 0 0 0 1075 0 30120 0 41349 0 361998 0 0 0 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, RICHARD MALENKA, MARY BENJAMIN, VERA ZLATARSKI, SARAH JOHNSON, SYNNEVE CARLINO, SARA VILLAGIO, CHRISTOPHER AMOS AND NIA MONROE. 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 - $756,870 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 ANNA WEBER AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $139,772 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $203,599 RICHARD MALENKA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $94,714 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $139,293 SUSAN J. BRADY AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $89,475 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $132,355 MARY BENJAMIN AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $45,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $65,000 SARAH JOHNSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $84,204 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $132,784 VERA ZLATARSKI AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $62,959 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $109,252 SYNNEVE CARLINO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $70,217 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $121,100 CHRISTOPHER AMOS AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $54,633 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $70,933 SARA VILLAGIO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $39,483 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $55,633 NIA MONROE AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $41,200 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $57,400 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 6255000 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 4123 426126 FMV X COUGH DROPS 510 42420 FMV X CHAMPAGNE 60 3300 FMV X WHISKEY 11 1100 FMV 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 HAD A BUSINESS RELATIONSHIP. ARYEH B. BOURKOFF AND LAURENCE G. GAGOSIAN HAD A BUSINESS RELATIONSHIP. NICOLA BULGARI AND LAURENCE G. GAGOSIAN HAD A BUSINESS RELATIONSHIP. MARINA KELLEN FRENCH AND LAURENCE G. GAGOSIAN HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SUZIE KOVNER HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SANA H. SABBAGH HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SIR MARTIN SORRELL HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND RICHARD TSAI HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND EVAN LAMBERG HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND MICHAEL B. KIM HAD A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND JEAN SALATA HAD A BUSINESS RELATIONSHIP. SARKIS JEBEJIAN AND ROBERT F. SMITH HAD A BUSINESS RELATIONSHIP. THOMAS G. MAHERAS AND SANFORD I. WEILL HAD A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND SANFORD I. WEILL HAD A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND LLOYD DEAN HAD A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND ROBERT F. SMITH HAD A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND DARREN WALKER HAD A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND SANFORD I. WEILL HAD A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND DANIEL NARDELLO HAD A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND JEAN SALATA HAD A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND RICHARD TSAI HAD A BUSINESS RELATIONSHIP. KURT G. STROVINK AND DAVID M. SIEGEL HAD A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROBERT F. SMITH HAD A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND JOSHUA NASH HAD A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROY WEATHERS HAD A BUSINESS RELATIONSHIP. DANIEL NARDELLO AND SARKIS JEBEJIAN HAD A BUSINESS RELATIONSHIP. ARYEH B. BOURKOFF AND LEN BLAVATNIK HAD A BUSINESS RELATIONSHIP. DAVID S. WINTER AND LAURENCE G. GAGOSIAN HAD A BUSINESS RELATIONSHIP. ROY WEATHERS AND ROBERT F. SMITH HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 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 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 VII PURSUANT TO FORM 990 INSTRUCTIONS, COMPENSATION REPORTED IN PART VII IS FOR CALENDAR YEAR 2023, AND INCLUDES DEFERRED COMPENSATION AS WELL AS CATCH-UP PAYMENTS FROM COMPENSATION REDUCTIONS MADE DURING COVID CLOSURE YEARS. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN/LOSS ON PENSION PLAN 5,744,838. 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