PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC (EIN 13-1664054)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-11
- IRS object ID
- 201321929349300742
- Schema version
- 2011v1.5
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-11T13:20:56-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131664054 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Philharmonic Symphony Society of NY Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PAMELA KATZ | InCareOfName |
| Name Control | PHIL | NameControl |
| Phone | 2128755000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN CENTER PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100236973 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Thomas | Name |
| Title | CFO | Title |
| Date Signed | 2013-06-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129498700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW VANBESIEN - EXEC DIR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN CENTER PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100236973 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 96935341 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NYPHIL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1853 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO MAINTAIN AND FOSTER AN INTEREST IN THE ENJOYMENT OF MUSIC AND MUSICAL AFFAIRS, TO INCULCATE IN ITS MEMBERS IN THE COMMUNITY OF NEW YORK CITY AND THE WORLD AT LARGE AN INTEREST IN SYMPHONY MUSIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 693 | TotalNbrEmployees |
| Total Nbr Volunteers | 167 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 34767859 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26728181 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28485622 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27923405 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12147631 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6372927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -826454 | OtherRevenuePriorYear |
| Other Revenue Current Year | -496874 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 74574658 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60527639 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 44975547 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 47494860 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 577701 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 570456 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3962974 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22847307 | OtherExpensePriorYear |
| Other Expenses Current Year | 23530842 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 68400555 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71596158 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6174103 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11068519 | RevenuesLessExpensesCY |
| Total Assets BOY | 237141428 | TotalAssetsBOY |
| Total Assets EOY | 226180684 | TotalAssetsEOY |
| Total Liabilities BOY | 40920770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53717096 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 196220658 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 172463588 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO MAINTAIN AND FOSTER AN INTEREST IN THE ENJOYMENT OF MUSIC AND MUSICAL AFFAIRS, TO INCULCATE IN ITS MEMBERS IN THE COMMUNITY OF NEW YORK CITY AND THE WORLD AT LARGE AN INTEREST IN SYMPHONY MUSIC, AND IN ORDER TO FOSTER SUCH INTEREST AND THE APPRECIATION OF MUSIC, AMONG Other things, to cause the performance of symphonic and other musical performances in the concert and other halls, and by audio and visual recordings and live performances broadcast over the radio, television and the world wide web. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 54162973 | Expense |
| Revenue | 27923439 | Revenue |
| Description | DURING THE 2011/2012 SEASON 115 REGULAR SUBSCRIPTION CONCERTS WERE PERFORMED FOR THE LISTENING AUDIENCE OF 275,676. THE NEW YORK PHILHARMONIC CONCERT PERFORMANCES MAINTAIN AND FOSTER AN INTEREST IN SYMPHONIC MUSIC FOR INDIVIDUALS OF DIVERGING CULTURES AND BACKGROUNDS. THE NEW YORK PHILHARMONIC SPONSORS A NUMBER OF EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS. SOME OF THESE PROGRAMS ARE AS FOLLOWS: (1) MUSICAL ENCOUNTERS OFFERS STUDENTS IN THE 4TH - 12TH GRADES A CLOSE LOOK AT THE NEW YORK PHILHARMONIC AND THE EXCITING WORLD OF ORCHESTRAL MUSIC. (2) TEACHERS SEMINARS ARE OPEN TO BOTH MUSIC AND NON-MUSIC TEACHERS. THESE PROFESSIONAL DEVELOPMENT SEMINARS EXPLORE BASIC PRINCIPLES OF MUSIC, AND THE REPERTOIRE OF THE NEW YORK PHILHARMONIC. EACH SEMINAR IS TAUGHT BY A FACULTY MEMBER OF THE PHILHARMONIC'S EDUCATION DEPARTMENT AND IS FOLLOWED BY AN EVENING CONCERT BY THE NEW YORK PHILHARMONIC. (3) THE NEW YORK PHILHARMONIC SUPPORTS A PARTNERSHIP PROGRAM WITH A NUMBER OF NEW YORK CITY PUBLIC SCHOOLS. THE GOALS OF THE PROGRAM ARE (A) TO BUILD A FUNDAMENTAL KNOWLEDGE OF MUSIC, OF A SYMPHONY ORCHESTRA AND ITS REPERTOIRE AMONG TEACHERS, STUDENTS AND PARENTS; (B) TO DEVELOP AN ONGOING MULTI-YEAR RELATIONSHIP WITH A BODY OF SCHOOLS IN NEW YORK CITY; AND (C) TO SET A STANDARD OF EXCELLENCE WHICH DEFINES A COMMUNITY. THE PROGRAM INVOLVES PROFESSIONAL DEVELOPMENT FOR TEACHERS, WORKSHOP FOR PARENTS, AND ONGOING IN-SCHOOL SESSIONS FOR STUDENTS SHARED BY THEIR TEACHERS AND TEACHING ARTISTS FROM THE NEW YORK PHILHARMONIC. (4) OPEN REHEARSALS. SCHOOL GROUPS AND THE GENERAL PUBLIC ARE INVITED ON SELECTED MORNINGS TO WATCH THE FASCINATING PROCESS OF A NEW YORK PHILHARMONIC REHEARSAL. (5) YOUNG PEOPLES CONCERTS ARE FORMED TO INTRODUCE YOUNG LISTENERS TO SOME OF THE GREAT MASTERWORKS OF ORCHESTRA, AND SOME OF THE WORLD'S GREAT MUSICIANS. WRITTEN MATERIALS ARE DISTRIBUTED TO THE CHILDREN AT THE CONCERTS. BEFORE EACH YOUNG PEOPLES CONCERT, FAMILIES CAN ENJOY CHILDREN'S PROMENADES, FEATURING A COLORFUL HOUR OF EXCITING DEMONSTRATIONS, MUSIC-MAKING ACTIVITIES AND A CHANCE FOR CHILDREN TO MEET MEMBERS OF THE ORCHESTRA. FOUR CONCERTS ARE PERFORMED PER SEASON. THIS SEASON PERFORMANCE WAS 10,808 INDIVIDUALS. IN 2005-06 THE ORCHESTRA INTRODUCED VERY YOUNG PEOPLE'S CONCERTS FOR PRESCHOOLERS. NINE CONCERTS REACHED AN AUDIENCE OF 3,574 PEOPLE DURING THE 2011-12 SEASON. IN ADDITION, TWO CONCERTS WERE NATIONALLY TELEVISED TO BRING THE ORCHESTRA INTO OUR HOMES THROUGH "LIVE FROM LINCOLN CENTER" TELEVISION PERFORMANCES. THE NEW YORK PHILHARMONIC PERIODICALLY MAKES RECORDINGS OF ITS PERFORMANCE FOR INTERNATIONAL SALES AND BROADCASTS IT'S PERFORMANCES OVER THE RADIO NATIONALLY AND INTERNATIONALLY. THESE RECORDINGS BRING CLASSICAL MUSIC TO PEOPLE ALL OVER THE WORLD AND FOSTER THEIR APPRECIATION OF SYMPHONIC MUSIC AND REPERTOIRE. EACH SEASON THE NEW YORK PHILHARMONIC ORCHESTRA GOES ON TOUR INSIDE AND/OR OUTSIDE THE UNITED STATES. THE TOUR HELPS TO FOSTER THE GLOBAL REPUTATION OF THE NEW YORK PHILHARMONIC BY BRINGING CLASSICAL MUSIC TO A BROADER AUDIENCE AND DIFFERENT CULTURES. THIRTY ONE TOUR CONCERTS WERE ENJOYED BY AN AUDIENCE OF OVER 63,486 PEOPLE. | Description |
| Total Program Service Expense | 54162973 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | 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 | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 606 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 693 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | UC | NameOfForeignCountry |
| 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 | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | 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 | true | 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 | false | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | 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 | DC | 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 | 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 | 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 | 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 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAMELA KATZ | NamePerson |
| Telephone Number | 2128755000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN CENTER PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100236973 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE D ACKMAN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ALEC BALDWIN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| JOSHUA BELL | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| DR CLEMENS BORSIG | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| KENNETH A BUCKFIRE | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| JAMES E BUCKMAN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| LAURA CHANG | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| PETER D CUMMINGS | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| TOOS N DARUVALA | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| LODEWIJK DE VINK JR | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| JAY FISHMAN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| J CHRISTOPHER FLOWERS | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| DARIA L FOSTER | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ANNABELLE K GARRETT | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| TIMOTHY M GEORGE | ||||||||
| TREASURER | 4.0 | X | 0 | 0 | 0 | X | ||
| PAUL B GUENTHER | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| SUNG E HAN-ANDERSEN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| GURNEE F HART | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| GERALD L HASSELL | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ROBERT S HEKEMIAN JR | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ROBERT C HENRIKSON | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| LUDMILA SCHWARZENBERG HESS | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ANN JOHNSON | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| PETER JUNGEN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| MITSUHIKO KAWAI | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| H FREDERICK KRIMENDAHL II | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| HONEY M KURTZ | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| CHRISTIAN A LANGE | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| KAREN T LEFRAK | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| WILLIAM M LEWIS JR | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ALAN S MACDONALD | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| PETER W MAY | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| HAROLD MITCHELL | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| LIZABETH A NEWMAN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| CHARLES F NIEMETH | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| GARY W PARR | ||||||||
| CHAIRMAN | 4.0 | X | 0 | 0 | 0 | X | ||
| ITZHAK PEARLMAN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| JOEL I PICKET | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ANTONIO QUINTELLA | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| SUSAN ROSE | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| CAROL D SCHAEFER | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| OSCAR S SCHAEFER | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| SHIRLEY BACOT SHAMEL | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| LARRY A SILVERSTEIN | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| DAISY M SOROS | ||||||||
| SECRETARY | 4.0 | X | 0 | 0 | 0 | X | ||
| RONALD J ULRICH | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| SANDRA F WARSHAWSKY | ||||||||
| DIRECTOR | 4.0 | X | 0 | 0 | 0 | |||
| ZARIN MEHTA | ||||||||
| President & EXECUTIVE DIRECTOR | 40.0 | 804450 | 0 | 108408 | X | |||
| MATTHEW VANBESIEN | ||||||||
| EXEC DIRECTOR - BEG 3/2012 | 4.0 | 0 | 0 | 0 | X | |||
| WILLIAM R THOMAS | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | 310803 | 0 | 183557 | X | |||
| ALAN GILBERT | ||||||||
| MUSIC DIRECTOR | 40.0 | 1315115 | 0 | 26879 | X | |||
| GLENN E DICTEROW | ||||||||
| MUSICIAN - CONCERTMASTER | 40.0 | 523647 | 0 | 131032 | X | |||
| CARTER BREY | ||||||||
| MUSICIAN - PRINCIPAL CELLO | 40.0 | 363200 | 0 | 149769 | X | |||
| PHILIP F MYERS | ||||||||
| MUSICIAN - PRINCIPAL HORN | 40.0 | 353130 | 0 | 78306 | X | |||
| ROBERT LANGEVIN | ||||||||
| MUSICIAN - PRINCIPAL FLUTE | 40.0 | 333010 | 0 | 106530 | X | |||
| PHILIP A SMITH | ||||||||
| MUSICIAN - PRINCIPAL TRUMPET | 40.0 | 330832 | 0 | 189456 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4334187 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 973937 | TotalOtherCompensation |
| Number Individuals GT100 K | 128 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DCM INC | |||||
| 45 MAIN STREET SUITE 816 | BROOKLYN | NY | 11201 | TELEFUNDRAISING SERV | 585510 |
| COLUMBIA ARTISTS MGMT LLC | |||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | ARTIST MGMT AGENCY | 412510 |
| SDA TELESERVICES INC | |||||
| 5757 WEST CENTURY BOULEVARD SUITE 3 | LOS ANGELES | CA | 90045 | TELEMARKETING SERV | 332503 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | ARTIST MGMT AGENCY | 270586 |
| BUCK CONSULTANTS LLC | |||||
| 245 PARK AVENUE FL22 | NEW YORK | NY | 10167 | ACTUARY SERVICES | 227802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Federated Campaigns | 307722 | FederatedCampaigns |
| Fundraising Events | 4379960 | FundraisingEvents |
| Government Grants | 178015 | GovernmentGrants |
| All Other Contributions | 21862484 | AllOtherContributions |
| Noncash Contributions | 1386456 | NoncashContributions |
| Total Contributions | 26728181 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT RECEIPTS | 711130 | 26758491 | 26758491 |
| RCRDING AND BRDCSTING | 711130 | 1164914 | 1164914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27923405 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3206591 | TotalRevenueColumn |
| Exclusion | $3,206,591 | 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 | 118768 | TotalRevenueColumn |
| Exclusion | $118,768 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38618946 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35452610 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3166336 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3166336 | TotalRevenueColumn |
| Exclusion | $3,166,336 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 339450 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 4379960 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 955092 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -615642 | TotalRevenueColumn |
| Exclusion | -$615,642 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60527639 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27923405 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,876,053 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 3191460 | Total |
| Program Services | 1700487 | ProgramServices |
| Management And General | 1490973 | ManagementAndGeneral |
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 | 34862088 | Total |
| Program Services | 28069568 | ProgramServices |
| Management And General | 5103994 | ManagementAndGeneral |
| Fundraising | 1688526 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3813712 | Total |
| Program Services | 2553117 | ProgramServices |
| Management And General | 874396 | ManagementAndGeneral |
| Fundraising | 386199 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3675102 | Total |
| Program Services | 2743638 | ProgramServices |
| Management And General | 832156 | ManagementAndGeneral |
| Fundraising | 99308 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1952498 | Total |
| Program Services | 1349940 | ProgramServices |
| Management And General | 536352 | ManagementAndGeneral |
| Fundraising | 66206 | Fundraising |
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 | 156686 | Total |
| Management And General | 156686 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82767 | Total |
| Management And General | 82767 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570456 | Total |
| Fundraising | 570456 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556157 | Total |
| Management And General | 556157 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286293 | Total |
| Management And General | 286293 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4732808 | Total |
| Program Services | 4511749 | ProgramServices |
| Management And General | 180743 | ManagementAndGeneral |
| Fundraising | 40316 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2741106 | Total |
| Program Services | 1898869 | ProgramServices |
| Management And General | 583279 | ManagementAndGeneral |
| Fundraising | 258958 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406558 | Total |
| Management And General | 382868 | ManagementAndGeneral |
| Fundraising | 23690 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3738 | Total |
| Program Services | 3738 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496932 | Total |
| Management And General | 496932 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4838213 | Total |
| Program Services | 4492208 | ProgramServices |
| Management And General | 334900 | ManagementAndGeneral |
| Fundraising | 11105 | 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 | 471 | Total |
| Management And General | 471 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1222109 | Total |
| Management And General | 1222109 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128660 | Total |
| Program Services | 48429 | ProgramServices |
| Management And General | 80231 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION | 4371984 | 4371984 | ||
| MISCELLANEOUS | 1310620 | 223506 | 268904 | 818210 |
| CONCERT RENTAL | 2195740 | 2195740 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71596158 | Total |
| Program Services | 54162973 | ProgramServices |
| Management And General | 13470211 | ManagementAndGeneral |
| Fundraising | 3962974 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415447 | BOY |
| EOY | 129976 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20378720 | BOY |
| EOY | 10090599 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28723572 | BOY |
| EOY | 20734024 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038512 | BOY |
| EOY | 289882 | 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 | 65794 | BOY |
| EOY | 53612 | 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 | 1715920 | BOY |
| EOY | 2141194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26139287 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12561080 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12235938 | BOY |
| EOY | 13578207 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137032618 | BOY |
| EOY | 144330679 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35534907 | BOY |
| EOY | 34832511 | 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 | 237141428 | BOY |
| EOY | 226180684 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3288744 | BOY |
| EOY | 3641736 | 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 | 12726633 | BOY |
| EOY | 12156431 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 24905393 | BOY |
| EOY | 37918929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40920770 | BOY |
| EOY | 53717096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -24537709 | BOY |
| EOY | -37540488 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97308269 | BOY |
| EOY | 86200472 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123450098 | BOY |
| EOY | 123803604 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196220658 | BOY |
| EOY | 172463588 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237141428 | BOY |
| EOY | 226180684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11068519 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12688551 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 34439989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27942081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35295729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34767854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26728181 | CurrentTaxYear |
| Total | 159173834 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34439989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27942081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35295729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34767854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26728181 | CurrentTaxYear |
| Total | 159173834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 28999749 | AmountsSubstContributorsTotal |
| Public Support Total170 | 130174085 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5154001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2730581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2287271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2995967 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3327274 | CurrentTaxYear |
| Total | 16495094 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 175668928 | TotalSupport |
| Gross Receipts From Admissions Etc | 142591191 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74102 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71641 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 195554222 | BeginningOfYearBalance |
| Contributions | 2172763 | Contributions |
| Investment Earnings Or Losses | 5800915 | InvestmentEarningsOrLosses |
| Other Expenditures | 14393634 | OtherExpenditures |
| End Of Year Balance | 189134266 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 183468756 | BeginningOfYearBalance |
| Contributions | 2474587 | Contributions |
| Investment Earnings Or Losses | 21910774 | InvestmentEarningsOrLosses |
| Other Expenditures | 12299892 | OtherExpenditures |
| End Of Year Balance | 195554225 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 177461265 | BeginningOfYearBalance |
| Contributions | 9424342 | Contributions |
| Investment Earnings Or Losses | 11088462 | InvestmentEarningsOrLosses |
| Other Expenditures | 14505313 | OtherExpenditures |
| End Of Year Balance | 183468756 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 213247751 | BeginningOfYearBalance |
| Contributions | 1757895 | Contributions |
| Investment Earnings Or Losses | -22579229 | InvestmentEarningsOrLosses |
| Other Expenditures | 14965152 | OtherExpenditures |
| End Of Year Balance | 177461265 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.63000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.37000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9570487 | OtherCostOrOtherBasis |
| Depreciation | 7196703 | Depreciation |
| Book Value | 2373784 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16568800 | OtherCostOrOtherBasis |
| Depreciation | 5364377 | Depreciation |
| Book Value | 11204423 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 13578207 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENT | Description |
| Book Value | 34832511 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34832511 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION LIABILITY | $33,402,536 |
| ACCRUED POSTRETIREMENT BENEFIT | $3,661,946 |
| ANNUITIES PAYABLE | $854,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 37918929 | TotalOfAmounts |
| Total Revenue | 60527639 | TotalRevenue |
| Total Expenses | 71596158 | TotalExpenses |
| Excess Or Deficit For Year | -11068519 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 281447 | NetUnrealizedGLOnInvestments |
| Other | -$12,969,998 | OtherAmount |
| Total Adjustments | -12688551 | TotalAdjustments |
| Excess Or Deficit Per FS | -23757070 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 61134989 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 281447 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 54037 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 828023 | OtherRevenues |
| Revenue Not Rptd F990 | 1163507 | RevenueNotRptdF990 |
| Revenue Subtotal | 59971482 | RevenueSubtotal |
| Investment Expenses Not Included | 556157 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 556157 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 60527639 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 72049039 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 54037 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 955001 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1009038 | ExpensesNotRptdF990 |
| Expenses Subtotal | 71040001 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 556157 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 556157 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71596158 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D PART III LINE 4 | DESCRIPTION OF COLLECTIONS | THE SOCIETY'S COLLECTIONS CONSIST OF ORIGINAL SCORES OF MUSIC AND OTHER HISTORIC PHOTOGRAPHS. |
| SCHEDULE D PART V LINE 4 | USES OF THE SOCIETY'S ENDOWMENTS | THE SOCIETY'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING, BUT NOT LIMITED TO, INSTRUMENT CHAIRS, EDUCATION, AND GUEST SOLOISTS AND CONDUCTORS. |
| SCHEDULE D PART X | DISCLOSURE OF LIABILITY FOR UNCERTAIN TAX POSITIONS | THE SOCIETY IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10-05, RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF THE SOCIETY'S GENRAL TAX-EXEMPT STATUS, ASC TOPIC 740-10-05 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE A MATERIAL IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. |
| PART XI RECONCILIATION OF CHANGE IN NET ASSETS | LINE 8 - OTHER | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY - ($126,978) PENSION & POST RETIREMENT BENEFIT PLAN ADJUSTEMENT -($12,843,020) TOTAL ($12,969,998) |
| PART XII RECONCILIATION OF REVENUE | LINE 2D OTHER REVENUE REPORTED IN FINANCIAL STATEMENT NOT INCLUDED IN 990 | SPECIAL EVENT EXPENSE $955,001 CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY $(126,978) TOTAL NET OTHER CHANGES - $828,023. |
| PART XIII RECONCILIATION OF EXPENSE | LINE 2D - EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED IN 990 | SPECIAL EVENT EXPENSE - $955,001 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 43053965 | |
| North America | 0 | 0 | Investments | 6539454 | |
| North America | 0 | 0 | Program Services | 40000 | concert tours |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 2586708 | CONCERT TOURS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 52220127 | SubtotalAmountSpent |
| Total Amount Spent | 52220127 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | DCM INC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 MAIN STREET STE 816 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE FUNDRAISER | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 2037388 | GrossReceipts |
| Amount Retained By Contractor | 570456 | AmountRetainedByContractor |
| Net To Organization | 1466932 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2037388 | TotalGrossReceipts |
| Total Retained By Contractors | 570456 | TotalRetainedByContractors |
| Total Net To Organization | 1466932 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | 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 | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPENING NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 2580200 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2436800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 143400 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 508252 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPRING GALA | NameOfEvent2 |
| Gross Receipts Event2 | 908777 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 843177 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 65600 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 147517 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1230433 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1099983 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 130450 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 299323 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 4719410 | GrossReceiptsTotal |
| Charitable Contributions Total | 4379960 | CharitableContributionsTotal |
| Gross Revenue Total Events | 339450 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 955092 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 955092 | DirectExpenseSummaryEvents |
| Net Income Summary | -615642 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (8 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZARIN MEHTA | |||||||||||||
| 804450 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 108408 | 0 | 912858 | 0 | 0 | 0 |
| ALAN GILBERT | |||||||||||||
| 1315115 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26879 | 0 | 1341994 | 0 | 0 | 0 |
| WILLIAM R THOMAS | |||||||||||||
| 310803 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 183557 | 0 | 494360 | 0 | 0 | 0 |
| GLENN E DICTEROW | |||||||||||||
| 523647 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 131032 | 0 | 654679 | 0 | 0 | 0 |
| CARTER BREY | |||||||||||||
| 363200 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 149769 | 0 | 512969 | 0 | 0 | 0 |
| PHILIP F MYERS | |||||||||||||
| 353130 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 78306 | 0 | 431436 | 0 | 0 | 0 |
| ROBERT LANGEVIN | |||||||||||||
| 333010 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 106530 | 0 | 439540 | 0 | 0 | 0 |
| PHILIP A SMITH | |||||||||||||
| 330832 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 189456 | 0 | 520288 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GERALD HASSELL | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR | Relationship |
| Amount Of Transaction | 167230 | AmountOfTransaction |
| Description Of Transaction | INVESTMENT FEES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
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 | 64 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1386456 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | 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 | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GOVERNANCE MANAGEMENT AND DISCLOSURE | PART VI, Section A, LINE 6 - MEMBERS | NEW MEMBERS OF THE BOARD OF DIRECTORS ARE NOMINATED BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. |
| GOVERNANCE MANAGEMENT AND DISCLOSURE | PART VI, Section B, LINE 11b - REVIEW PROCESS FOR FORM 990 | THE SOCIETY'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTING FIRM WITH DATA PROVIDED BY ITS FINANCE DEPARTMENT. WHEN THE SOCIETY'S STAFF AND ACCOUNTING FIRM APPROVE THE DRAFT RETURN, IT IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE SOCIETY'S BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE. When the Audit Committee approves the final draft, the "copy for public inspection" is sent to the full Board of Directors. This version of the Form 990 is sent because it does not include the detailed contribution levels, which is sensitive information. |
| GOVERNANCE, MANAGEMENT AND DISCLOSURE | PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY | THE SOCIETY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL OFFICERS, DIRECTORS, AND SENIOR STAFF TO REVIEW AND DISCLOSE POTENTIAL CONFLICTS ANNUALLY. RESPONSES ARE COMPILED AND REVIEWED ANNUALLY. |
| GOVERNANCE MANAGEMENT AND DISCLOSURE | PART VI, SECTION B, LINE 15b - COMPENSATION | THE SOCIETY ENGAGES A CONSULTANT TO ASSIST WITH THE SEARCH PROCESS FOR KEY EMPLOYEES. THE CONSULTANT PROVIDES SALARY INFORMATION FOR COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS AND RECOMMENDS A SALARY RANGE FOR THE VACANCY. CANDIDATES ARE INTERVIEWED BY THE PRESIDENT, THE SENIOR VICE PRESIDENT, THE HUMAN RESOURCES DIRECTOR AND OTHER EMPLOYEES AS APPROPRIATE. THE CHAIRMAN OF THE BOARD AND SELECT BOARD MEMBERS MAY INTERVIEW THE FINAL CANDIDATE(S)AS DEEMED APPROPRIATE. |
| GOVERNANCE MANAGEMENT AND DISCLOSURE | PART VI, SECTION C, LINE 19 - PUBLIC INSPECTION | FINANCIAL STATEMENTS ARE POSTED ON THE SOCIETY'S WEBSITE. CONFLICT OF INTEREST POLICY AND CERTAIN GOVERNMENT DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | PART XI, LINE 5 - OTHER CHANGES IN NET ASSETS | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY ($126,978) PENSION & POST-RETIREMENT BENEFIT PLAN ADJUSTMENT ($12,843,020) UNREALIZED GAINS ON INVESTMENTS $281,447 TOTAL ADJUSTMENT ($12,688,551) |