2026-01-15T09:26:41-06:00 2025-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2024-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 MANETH DETHCHAN-BELTRAN COO/CEO 6172621815 2026-01-15 1 1 PATRICK J MARTIN P00283486 4012742001 2026-01-15 2024 2025-03-06 01:10:19Z MANETH DETHCHAN-BELTRAN 9 HARCOURT STREET BOSTON MA 02116 8167082 0 X WWW.HANDELANDHAYDN.ORG X 1815 MA TO PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE. THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 34 33 252 37 0 0 6801176 2789954 2209880 1888632 1336364 1805095 55110 53921 10402530 6537602 0 0 0 0 5602243 5653054 0 0 1733877 3957477 3225220 9559720 8878274 842810 -2340672 41175418 42093535 1765252 3156167 39410166 38937368 X THE HANDEL AND HAYDN SOCIETY'S MISSION IS TO PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLANCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE. THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 0 0 5630325 1761801 THE HANDEL AND HAYDN SOCIETY'S 2023-24 SEASON FEATURED RENOWNED CONDUCTORS AND PROFESSIONAL MUSICIANS IN INNOVATIVE, INTERDISCIPLINARY PROGRAMS THAT SHOWCASED REPERTOIRE OF THE BAROQUE AND CLASSICAL ERAS. H+H'S PERIOD INSTRUMENT ORCHESTRA INCLUDES 24 TENURED MUSICIANS AND A POOL OF 50 ADDITIONAL FIRST-CALL PLAYERS, ALL SPECIALLY TRAINED IN THE HISTORICALLY INFORMED PERFORMANCE OF MUSIC FROM LATE 17TH THROUGH EARLY 19TH CENTURIES. THE 70 MEMBER PROFESSIONAL H+H CHORUS IS EQUALLY ACCOMPLISHED AND FEATURES SOME OF THE MOST TALENTED SINGERS ON THE EAST COAST. THESE ARTISTS PERFORM MORE THAN 20 CONCERTS EACH YEAR INCLUDING THE ANNUAL PERFORMANCE OF HANDEL'S MESSIAH AT SYMPHONY HALL, A 168-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 735996 180752 THE HANDEL AND HAYDN SOCIETY'S 33-YEAR-OLD KAREN S. AND GEORGE LEVY EDUCATIONAL OUTREACH PROGRAM PROVIDES HIGH-CALIBER, PARTICIPATORY AND CREATIVE MUSICAL EDUCATION FOR 10,000 STUDENTS IN GRADES 3-12 IN UNDERSERVED AND LOW-INCOME BOSTON AND GREATER BOSTON COMMUNITIES EACH YEAR. THE EDUCATIONAL OUTREACH PROGRAM INCLUDES THREE; COMPONENTS: IN-SCHOOL PERFORMANCES, PARTICIPATORY YOUTH CONCERTS, AND THE VOCAL APPRENTICESHIP PROGRAM, WHICH TOGETHER COVER THE FULL SPECTRUM OF VOCAL EDUCATION AND OFFER A GRADUATED APPROACH TO MUSIC EDUCATION. SINCE 1984, PROGRAM HAS SERVED MORE THAN 100,000 STUDENTS. 6366321 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 252 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MANETH DETHCHAN-BELTRAN 6172621815 9 HARCOURT STREET BOSTON MA 02116 ARTHUR ROBINS GOVERNOR 1.00 X 0 0 0 BRENDA GRAY RENY GOVERNOR 1.00 X 0 0 0 CAROLYN POPE GOVERNOR 1.00 X 0 0 0 CATHERINE POWELL GOVERNOR 1.00 X 0 0 0 CHRISTOPHER YENS GOVERNOR 1.00 X 0 0 0 DAVID GOLDENHEIM GOVERNOR (AS OF 12/24) 1.00 X 0 0 0 DAVID R WEAVER TREASURER 1.00 X X 0 0 0 DAVID SNEAD PRESIDENT AND CEO (TO 5/25) 40.00 X X 393149 0 29556 DEBORAH FIRST VICE CHAIR 1.00 X X 0 0 0 DR ELLEN T HARRIS GOVERNOR 1.00 X 0 0 0 DR FRANK CLARK GOVERNOR 1.00 X 0 0 0 DR HOLLY MAZE CARTER GOVERNOR 1.00 X 0 0 0 DR PHILIP V GERDINE GOVERNOR 1.00 X 0 0 0 DR STEPHEN MORRISSEY GOVERNOR 1.00 X 0 0 0 DR TERESA CACHERO GOVERNOR 1.00 X 0 0 0 ELIZABETH REZA SECRETARY 1.00 X X 0 0 0 ELIZABETH WAX GOVERNOR 1.00 X 0 0 0 EMILY F SCHABAKER GOVERNOR 1.00 X 0 0 0 GEORGE SACERDOTE GOVERNOR 1.00 X 0 0 0 GERARD COX GOVERNOR 1.00 X 0 0 0 JAMES HOYTE GOVERNOR 1.00 X 0 0 0 JANINA LONGTINE GOVERNOR (TO 12/24) 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 JEFFREY THOMAS GOVERNOR 1.00 X 0 0 0 JOSEPH MARI GOVERNOR 1.00 X 0 0 0 JUDITH VERHAVE VICE CHAIR 1.00 X X 0 0 0 JULIA D COX GOVERNOR 1.00 X X 0 0 0 KAREN S LEVY VICE CHAIR 1.00 X X 0 0 0 KATHLEEN W WELD VICE CHAIR (TO 10/24) 1.00 X X 0 0 0 MICHAEL OLIVERI GOVERNOR 1.00 X 0 0 0 MICHAEL S SCOTT MORTON GOVERNOR 1.00 X X 0 0 0 MICHELE ROSIELLO GOVERNOR 1.00 X 0 0 0 NANCY B TOOKE GOVERNOR (TO 10/24) 1.00 X 0 0 0 PATRICIA KUNG GOVERNOR 1.00 X 0 0 0 ROBERT N SHAPIRO CHAIR 1.00 X X 0 0 0 SUSAN M STEMPER GOVERNOR (TO 06/25) 1.00 X 0 0 0 W CARL KESTER VICE CHAIR 1.00 X X 0 0 0 MANETH DETHCHAN-BELTRAN CHIEF OPERATING OFFICER/ CEO (AS OF 5/25) 40.00 X 269738 0 17359 EMILY YODER REED VP OF STRATEGIC PARTNERS 40.00 X 122741 0 4268 GUDRUN-MARION WESTGATE MAJOR GIFT OFFICER 40.00 X 124023 0 29968 IRA PEDLIKIN VP ARTISTIC PLANNING 40.00 X 136007 0 6727 REBECCA KING VP DEVELOPMENT 40.00 X 140085 0 10254 SARAH MANOOG VP MARKETING 40.00 X 217000 0 694 1402743 0 98826 7 0 1 0 0 136100 2653854 607650 2789954 CONCERT REVENUE 711300 1707880 1707880 PROGRAM RELATED INCOME 711300 180752 180752 1888632 1054227 1054227 2380348 1629480 750868 750868 750868 MISCELLANEOUS INCOME 711300 53921 53921 53921 6537602 1942553 0 1805095 651394 303163 145427 202804 3894303 2866671 52331 975301 160916 126141 16572 18203 580538 446992 62985 70561 365903 275730 41582 48591 52679 52679 796808 549380 87183 160245 522489 480697 15092 26700 133910 104292 10253 19365 276231 169594 63737 42900 70212 54202 1206 14804 69583 69583 95057 58361 21933 14763 PERFORMANCE HALL, INSTR 468863 467591 636 636 ELECTRONIC MEDIA 295849 295099 750 MISCELLANEOUS 294015 96377 114687 82951 SUBSCRIPTIONS AND DUES 78168 47337 12252 18579 71356 24694 9938 36724 8878274 6366321 778076 1733877 202427 343585 114585 162652 5523688 3955867 75545 63894 200911 200537 1142756 1014546 159113 128210 34519154 37038078 379995 200712 41175418 42093535 474547 701959 778762 601462 1500000 511943 352746 1765252 3156167 X -535272 -2328228 39945438 41265596 39410166 38937368 41175418 42093535 X -2340672 1874512 -6638 X X 0 1 X 1 1 1 X 5069151 19971096 11505345 6802176 2789954 46137722 573393 1942307 1970084 2264990 1942553 8693327 159064 206580 56793 55110 53921 531468 5801608 22119983 13532222 9122276 4786428 55362517 739822 10738521 1474291 538110 610438 14101182 526623 526623 739822 11265144 1474291 538110 610438 14627805 40734712 205785 272378 502641 758008 1054227 2793039 205785 272378 502641 758008 1054227 2793039 6007393 22392361 14034863 9880284 5840655 58155556 0.70040 0.69090 0.04800 0.03390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37409771 115216 3684541 1158827 40050701 30232568 3233846 4952322 1008965 37409771 24416865 3446788 2917902 548987 30232568 15582574 12601997 -3309730 457976 24416865 11854570 590000 3594320 456316 15582574 0.00000 0.00532 0.99468 0 0 1142756 1014546 128210 128210 SPLIT INTEREST AGREEMENT 129409 OPERATING LEASE PAYABLE 223337 352746 X 8471672 1874512 66196 -6638 1934070 6537602 0 6537602 8944470 66196 66196 8878274 0 8878274 PART X, LINE 2: THE SOCIETY IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). MANAGEMENT BELIEVES THAT THE SOCIETY OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SOCIETY ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SOCIETY CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE OF SPLIT INTEREST -6,638. X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT AND CEO (TO 5/25) 338149 0 55000 0 0 0 11175 0 18381 0 422705 0 0 0 MANETH DETHCHAN-BELTRAN CHIEF OPERATING OFFICER/ CEO (AS OF 269738 0 0 0 0 0 7540 0 9819 0 287097 0 0 0 SARAH MANOOG VP MARKETING 217000 0 0 0 0 0 0 0 694 0 217694 0 0 0 GUDRUN-MARION WESTGATE MAJOR GIFT OFFICER 124023 0 0 0 0 0 3722 0 26246 0 153991 0 0 0 REBECCA KING VP DEVELOPMENT 140085 0 0 0 0 0 3375 0 6879 0 150339 0 0 0 X 3400 607650 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL OF OUR BOARD MEMBERS ARE ATTORNEYS AT ROPES & GRAY, A COUNSEL TO HANDEL & HAYDN. FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE BOARD CHAIR AND TREASURER BEFORE FILING. HARD COPIES ARE ALSO DISTRIBUTED TO ALL MEMBERS OF ITS GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING HELD BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER RECEIVES A COPY OF THE POLICY IN THEIR ANNUAL BOARD HANDBOOK. IN ADDITION, THE ORGANIZATION HAS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLDEGEMENT FORM SAYING THAT THEY ARE IN COMPLIANCE WITH THE POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO AND KEY EMPLOYEES IS REVIEWED, DETERMINED AND SUSTANTIATED ANNUALLY BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IN ADDITION, ITS FINANCIAL STATEMENTS ARE INCLUDED AS PART OF ITS ANNUAL REPORT FILED WITH THE COMMONWEALTH OF MASSACHUSETTS. THESE REPORTS ARE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST -6,638. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR.