16500626 759420 4344 2001.09000 St. Luke's

.- I~XIanr~rtt'~vOroFna~e OMBrv 154541047 Return of Organization Exe p rom Income Tax Form 990 Under section 501(c), 527, or 1947(a)(1) of the Internal Revenue Code (except black loop 200 bench[ trust or private foundation) o..~~,b,~ of the ud~ rr Open to Public Internal Rm.e s.~~a " The organization may have to use a copy of this return to satisfy state reporting requirements Inspection A Forthe2001calendaryeu,ortaxyear period beginning SEP 1 2001 and ending AUG 31 2002 B cn~ .r pl.,v C Name of organization D Employer identification number e use IRS Da~w°°°°ss ~a:~a T . LUKE'S CHAMBER ENSEMBLE INC . S1-O2O1S39 De~;c, t, Number and street (or P 0 box if mail is not delivered to street address) RooMSwte E Telephone number si-^=330 WEST 42ND STREET - 9TH FLOOR ( 212 ) 594-6100 Inswc 0 ;'; I., City or town, slate or country, and ZIP + 4 F A=onunp memos = can [E n.W NEW YORK NY 10036 0 °` 0~'a°°°^ *Section SOt(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts H and I are not applicable to section 527 organizations must attach a completed Schedule A (Form 990 or 990-EZ) H(a) Is this a group return for alliliales? 0 Yes CKI No G Web site N A H(b) II Yes ; enter number of affiliates " H(c) Are allaflilutesincluAed? N/A ED Yes 0 No J Organization type kheaonhonelt EX-] 501(c) ( 3 )1 fi-~ ^~ ~ 0 4947(x)(1) or 0 527 (it 'No ; attach a list.) N Check here " E-j it the organization's gross receipts are normally not more than $25,000 The H(d) Is this a separate return filed by an or organization need not file a return with the IRS, but it the organization received a Form 990 Package an¢a6on covered b a grou p ruling? 0 Yes [y] No in the mail, it should file a return without financial data Some states require a complete return I Enter 4-dial GEN M Check 1 0 it the organization is not required to attach L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 . 4 , 298 , 200 . Sch B (Form 990, 990-EZ, or 990-PF) Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances 1 Contributions, gifts, grants, and similar amounts received e Direct public support 1a 1 , 941 , 771 . b Indirect public support 1b e Government contributions (grants) tc 49 , 224 . d Total (add lines 1a through 1c) CIA (cash S 1 .891,027 . noncash5 99,968 . ) ld 1 , 990 , 995 . 2 Program service revenue including government lees and contracts (from Part VII, line 93) 2 1 , 825 , 400 . 13 3 Membership dues and assessments 3 4 Interest on swops and temporary cash investments 4 10 , 165 . 5 Dividends and interest from securities 5 6 a Gross rents 6a b Less rental expenses 6b m c Net rental income or (loss) (subtract line 6b from line 6a) tie 7 Other investment income (describe 1 7 m 8 a Gross amount horn sale of assets other A Securities B Other than inventory 403 183 . Its b Less cost or other basis and sales expenses 401 , 127 .. Bb s Gain or (loss) (attach schedule) 2 , 05 6 . Bc d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1 Bit 2 0 56 . 9 Special events and activities (attach schedule) a Gross revenue (not includinp$ 334,928 . of contributions reported on line 1a) ga 65 . 6 4 9 . b Less direct expenses other than fundraising expenses 96 6 5 , 649 . ~~(oF"or (loss) from special events (subtract tine 9b horn tine 9a) SEE STATEMENT 2 9e 0 . __ -to-e--CxoCsa~llee sof ~ve7~tory,less returns andallowances 10e I . b Less cost of p i sold 10b L `~~ Gfot ~~ s ) from sales of inventory (attach schedule) (subtract line tOb from line 10x) 10c 17-Othe[tEVEUUe~~ Part VII, line 103) 11 2 . 808 . t4ltaenue ad lines 1d 2 3 4 5 tic 7 8d 9c 10c and 11 12 3 , 831 , 424 . 13-Programservices (from line 44, a column (B)) 13 3 1 f 9 2 9 2 . 14 Management and general (from line 44, column (C)) 14 523 , 995 . 15 Fundraising (from line 44, column (D)) 15 391 , 217a w 16 Payments to afliliales (attach schedule) 16

18 Excess or (deficit) for the year line 17 T (subtract from line 12) d v 19 Net assets or fund balances al beginning of year (from line 73, column (A)) a 20 Other changes in net assets or fund balances (attach explanation) SEE STATEMENT 3 21 Net assets or fund balances at end of year (combine lines 18, 19, and 20) 21 1 , 533 , 2 0 U . If~ o a'°°aoz LHA for Paperwork Reduction Act Notice, see the separate instructional Form 990 (2001) / ~' 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 -1 F~ M (200 If ST . LUKE'S CHAMBER ENSEMBLE . INC . 51-0201839_ Page Part ~~ tatement o All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) an~F Fu~Cti0n81 Expenses (4) organizations and section 4941(a)(1 nonexempt charitable basis but optional for others not include amounts re orted on line Do (B) Program (C) Management (p) 6b, 86, 96, 70b, or 76 0l Part 1 (A) Total services and general Fundraising 22 Grants and allocations (attach schedule) wn $~s 22 23 Specific assistance to individuals (attach schedule) 23 24 Benefits paid to or for members (attach schedule) 24 25 Compensation of officers . directors, etc 25 208 , 884 . 9 310 . 199 , 574 . 0 . 26 Other salaries and wages 26 27 Pension plan contributions 27 28 Other employee benefits 28 29 Payroll takes 29 30 Professional lundraisinp fees 30 31 Accounting fees 31 32 Legal fees 32 33 Supplies 33 34 Telephone 34 35 Postage and shipping 35 36 Occupancy 36 37 Equipment rental and maintenance 37 38 Printing and publications 38 39 Travel 39 40 Conferences, conventions, and meetings 40 41 Interest 41 42 Depreciation, depletion, etc (attach schedule) 42 31 , 211 . 31 211 . 1 43 Other expenses not covered above (itemize) a SEE STATEMENT A 43a 3,844,409 . 3 159 982 . 293 210 . 391 217 . b 43b e 43e d 43d e 43e 44 total luhrcoma even. (add lines 22 ftmgh 43) oscan~aWqwlumns(B}(D~vrylh~e 4 ~tnlstoli 4 4 . 084, 504 . 3,169,292 . 523 .995 . 391 217 . Joint Costs Check " 0 if you are following SOP 98 2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (8) Program services " 0 Yes Eil No If Yes; enter (i) the aggregate amount of these joint costs $ , (u) the amount allocated to Program services $ ,

What is the organizations primary exempt purposes Program Service Expenses M aQan4aibru mug Ou~hCe Vw aaempl ~aN~b m a da std maps turns state the nvnbs of dishy saved pAlitatpne Wued alc D,av rhiwwnan~aNataemtmeaarable(Saelbn5U1(cX7)~(4)aW~Uabmaand4007(aXl)nonvanpt Wil~laWStnmust Lmmtslhaamwnt of gents anC ~~4~y~a"p°7(aj(t)d dIlOC7LMs 10 OIMS) bush but -11-L lu olhar, 8 nRCHRRTRA RRRTRR -

b CHAMBER ENSEMBLE SERIES -

C FEE RNQAQFMFNTS -

d CHTT .T)RRN' R FRRR CIPRRA TfAN(`R CRRTF.C -

e Other program services (anachschedule) STATEMENT 5 (Granisandallocations $ )1 1 .027 598 . f Total of Program Service Expenses (should equal line 44, column (B), Program services) " 3,169,292 . oiaiat 2 Farm 990 (2001) 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 Form 990(200t) ST . LUKE'S CHAMBER ENSEMBLE, INC . 51-0201839, Page Part IV Balance Sheets

Note Where required, attached schedules and amounts mthin the description column (A) (B) should be /or end-of-year amounts only I Beginning of year End of year

45 Cash non-interest-bearing 46 Savings and temporary cash investments

47 a Accounts receivable b Less allowance for doubtful accounts

48 a Pledges recervable b Less allowance for doubtful accounts 48b 49 Grams receivable 50 Recervables from officers, directors, trustees, and key employees N d 51 a Other notes and loans receivable 51a

a'° b Less allowance for doubtful accounts 516 52 Inventories for sale or use 53 Prepaid expenses and deterred charges 54 Investments-securities STMT 6 . 0 Cost [K] FMV 55a Investments -land,buildings, and equipment basis I 55a

b Less accumulated depreciation I 556 56 Investments - other 57 a Land, buildings, and equipment basis 57a 180 . 761 b Less accumulated depreciation STMT 7 ~57b ~ 91,593 58 Other assets (describe t SEE STATEMENT 8 1

60 Accounts payable and accrued expenses 61 Grants payable m 62 Deterred revenue 63 Loans from officers, directors, trustees, and key employees a J`° 64 a Tax-exempt bond liabilities b Mortgages and other notes payable 65 Other liabilities (describe " SEE STATEMENT 9 )

Organizations that follow SEAS 117, cheek here " LXf and complete lines 67 through 69 and lines 13 and 74 m 67 Unrestricted m 68 Temporarily restricted N 69 Permanently restricted Organizations that do not follow SFAS 117, check here " o and complete lines 70 through 74 70 Capital stock, trust principal, or current lands 71 Paid-in or capital surplus, or land, building, and equipment land Ol a 72 Retained earnings, endowment, accumulated income, or other funds 73 Total net assets or fund balances (add lines 67 through 69 OR lines 70 through 72, column (A) must equal line 15, column (B) must equal line 21) 174 TotaIhabJiUesandnetasaeb/fundbalanea(addfines66and73) ___._ .. ..._ 1 2,096,503 .E 74 1 1 .767,72 Farm 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented an it return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments

,zwzi o,-0z-0z 3 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 1 orm990204 1 ) ST . LUKE'S CHAMBER Part IV-A Reconciliation of Revenue per Audited enses per Audited Financial Statements with Revenue per Financial Statemer With Expenses per Return Return a Total revenue, gains, and other support a Total expenses and losses per per audited financial statements " a 3 , 839 , 8 audited financial statements b Amounts included on line a but not on b Amounts included on line a but not on line 17, Form 990 line 12, Form 990 (1) Donated services (1) Net unrealized gains and use of facilities = on investments $ 8,388 . (2) Prior year adjustments (2) Donated services reported on line 20, and use of facilities $ Form 990 j (3) Recoveries of prior (3) Losses reported on year grants line 20, Form 990 $ (4) Other (specify) (4) Other (specify)

Ado amounts an lines (1) through (4) Add amounts on lines (1) Through (4) e Line a minus line b e Line a minus line b d Amounts included on line 12, Form d Amounts included on line 17, Form 990 but not on line a 990 but not on line a (1) Investment expenses (1) Investment expenses not included on not included on line 6D, Form 990 = line 6b, Form 990 = (2) other (specify) (2) Other (specify)

Add amounts on lines (1) and 12) 1 Addamounts onlines (1) and (2) e Total revenue per line 12, Form 990 e Total expenses per line 77, Form 990 (line e plus line it) (line c plus line d) 1 Part V List of Officers, Directors, DloVees (List each one even if not compensated 1

(A) Name and address per week devoted to I (if not paid . enter SEE ATTACHED STATEMENT E ------

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75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 hom your o,~r an,izauon and all related organizations, of which more than $10,000 was provided by the related organizations II Yes ; attach schedule " ~/ Yes [Y) No Form 990 (2001) Form'990(2001) ST . LUKE'S CHAMBER ENSEMBLE INC . 51- Part VI aher Information 76 Did the organization engage in any activity not previously reported to the IRS II Yes ; attach a detailed description of each activity 77 Were any changes made in the organizing or governing documents but not reported to the IRS II Yes ; attach a conformed copy of the changes 78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return b It 'Yes,' has it filed a tax return on Form 990-T for this years N/A 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year It 'Yes,' attach a statement 80 a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? If Yes; enter the name of the organization and check whether it is U exempt OR U nonexempt 87 a Enter direct or indirect political expenditures See line 81 instructions b Did the organization file Form 1120-POL for this year 82 a Did the organization receive donated services or the use of materials, equipment, or facilities al no charge or al substantially less than lair rental value b It Yes; you may indicate the value of these hems here Do not include this amount as revenue in Part I or as an expense in Part II (See instructions in Part III ) I 82b ~ N/A 83 a Did the organization comply with the public inspection requirements for returns and exemption applications? b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 84 a Did the organization solicit any contributions or gifts that were not tax deductible? b II Yes; did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible N/A 85 501(c)(4),(5), or (6) organizations a Were substantially all dues nondeductible 6y members N/A b Did the organization make only in house lobbying expenditures of $2,000 or less N/A If 'Yes' was answered 1o either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy lax owed for the prior year e Dues, assessments, and similar amounts from members BSe N / A d Section 162(e) lobbying and political expenditures 85d N /A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N /A f Taxable amount of lobbying and political expenditures (line 85d less BSe) ~ 85f ~ N/A p Does the organization elect to pay the section 6033(e) tax on the amount in 85P N/A h II section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount in 851 to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following lax years N/A 86 501(c)(7) organizations Enter a Initiation fees and capital contributions included on line 12 I ~B6a N LA b Gross receipts, included on line 12, for public use of club facilities 87 501(c)(12) organ¢ahons Enter a Gross income from members or shareholders 87a4 b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) OIL 88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 3017701-2 and 3017701-3? II Yes; complete Part IX 89 a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under section 49111 0 . , section 4912 . 0 . , section 4955 . 0 . 6 507(c)(3) and 501(c)(4) organizations Did the organization engage in any section 4958 excess benefit transaction during the year or did n become aware of an excess benefit transaction from a prior yeaO II Yes; attach a statement explaining each transaction c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . 0 . d Enter Amount of tax on line 89c, above, reimbursed by the organization 0 . 90 a List the states with which a copy of this return is tiled " NEW YORK b Number of employees employed in the pay period that includes March 12, 2001 ~ 906 ~ 9 3

91 The books are in care of " ORGANIZATION Telephone no " 212-594-6100

Located at t SAME AS PAGE 1 OF 990 ZIP .4 . 10036

92 Section 4947(a)(i) nonexempt chantable trusts filing Forth 990 m lieu o! Form 1041- Check here _ " 0

01-0a-0z 5 Form 990 (2001) 16500626 759420 4344 2001 .09000 ST . LURE'S CHAMBER ENSEMBLE 43441 Form 990 s Instructions on cape 32 Ste Note Enter gross amounts unless ofherwrse (E) indicated (A) I (B) (D) Related or exempt Business Amount Amount 93 Program service revenue code function income a CONCERT TICKET SALES b FEES FOR SERVICES c FEES FOR RECORDING d TOURS e STUDENT FEES 1 Medicare/Medicaid payments p Fees and contracts from government agencies 94 Membership dues and assessments 95 interest on savings and temporary cash investments 96 Dividends and interest from securities 97 Net rental income or (loss) Irom real estate a debt financed property b not debt-financed property 98 Net rental income or (loss) from personal property 99 Other investment income 100 Gain or (loss) from sales of assets other than inventory 101 Net income or (loss) from special events 102 Gross grout or (loss) from sales of inventory 103 Other revenue a MISCELLANEOUS b e d e 104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E)) t 1 .840,429 . Note Line 105 plus line Id. Part 1, should equal the amount on line Part VIII Heiationship of Activities to the Accomplishment of txempt Purposes (See Specific Instructions on gape 32) Line No Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organizabon's exempt purposes (other than by providing funds for such purposes)

Instructions on nape 33

of of I Nature

(a) Did the organization, during the year, receive any funds, directlyor indirectly, to (b) Did the organization, during the year, pay premiums, directly or indirectly, on a I

bead V>VY ICedaeNW IIwaewnmedNbr~ vrlWin ~OiOb DadarAwn of pepaQ (oNa Nai olRCa) u EaseE an Please Sign Here preDarei s' Paid signature Preparefs F Use Only Y~~ ~~ LUTZ AND CARR ;' CPA' S LLP .eo-so^"'-'^oby^°j.ra '300 EAST 42ND STREET 123151 .~ TiFW Vf1RK

16500626 759420 4344 2001 .09000 SCHEDULE A ' Organization Exempt Under Section 501(c)(3) OMB NO 15x5-007 (Form 990 or 990-EZ) (Except Private Foundation) and Section 501(e), 501(1, SOt(k), 501(n), or Section 4947(a)(1) Nonexempt Charitable Trust o~_ b. mt of 0s r,..~, Supplementary Information-(See separate instructions .) 2001 hiimW Revenue sa...a ji~ MUST 6e completed by the above organizations and attached to then Form 990 or 990-EZ Name of the organization Employer identification number

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 0l the instructions List each one II there are none, enter'NOne') ( (a) Name and address of each employee paid (b) Title and average hours e p Yeeubenen per week devoted to (c) Compensation o,_m o1 a a,~~ ,d acco(e more than $50,000

NOEL HAYASHI

KEITH WIGGS OF

ELIZABETH OSTROW PLANNING

ROSALYN BINDMAN TION

VALERIE BRODERICK OF OPER

Total number of other employees paid

Compensation of the Five Highest Paid Indepi (See page 2 0l the instructions List each one (whether individuals or If there are none . enter 'None

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service I (e) Compensation

N1A------

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Total number of others receiving over $50,000 for professional services " 1 0 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-E2 Schedule A (Form 990 or 990-EZ) 2001

izaio, u-aua, 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 Schedule A (Form 990 Gr 990-EZ) 2001

Part III Statements About Activities (See page 2 0l the instructions) No

During the year, has the organization attempted to influence national, stale, or focal legislation, including any attempt to influence public opinion on a legislative matter or referendums II Yes; enter the total expenses paid or incurred in connection with the lobbying actrvnes " $ $ (Must equal amounts on line 38, Part VI-A, or line i of Pan VI-B ) Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI A Other organizations checking 'Yes; must complete Pare VI-B AND attach a statement giving a detailed description of the lobbying acirwhes 2 During the yeas, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, masonry owner, or principal beneficiary? (i! the answer to any question is 'Yes,' attach adetailed statement explaining thetransachons)SEE STATEMENT 11 a Sale, exchange, or leasing of property

b Lending of money or other extension of credits

e Furnishing of goods, services, or facilities?

d Payment of compensation (or payment or reimbursement of expenses d more than $1,000) SEE PART V, FORM 990

e Transfer of any pan of its income or assets

3 Does the organization make grants for scholarships, fellowships, student loans, etc 9 (See Note below 4 Do you have a section 403(b) annuity plan for your employees Note Attach a statement to explain how [he organization determines that individuals or organ¢ahons receiving grants or loans from it in furtherance of its charitable programs "qualify* to receive payments instructions The organization is not a private foundation because it is (Please check only ONE applicable box) 5 E::] Achurch,convenlionofchurches,orassociationolchurchesSecuon170(b)(1)(A)(i) 6 D A school Section 170(b)(1)(A)(n) (Also complete Part V) 7 ~ A hospital or a cooperative hospital service organization Section 110(b)(1)(A)(m) B D A Federal, state, or local government or governmental unit Section 170(b)(1)(A)(v) 9 0 A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(ni) Enter the hospital's name, city, and state 10 D M organization operated for the benefit of a college or university owned or operated by a governmental troll Section 170(b)(1)(A)(rv) (Also complete the Support Schedule in Part IV-A) 11a [21 M organization that normally receives a substantial part of its support ham a governmental troll or from the general public Section 170(b)(1)(A)(w) (Also complete the Support Schedule in Part IV-A) 11b D A community trust. Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A) 12 E] M organization that normally receives (1) more than 33 1/396 of its support from conVibuhons, membership tees, and gross receipts from activities related to its charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 lax) from businesses acquired by the organization after June 30, 7915 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A.)

13 0 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in

Provide the 5 al the instructions (b) Line number (a) Name(s) of supposed organization(s) from above

Schedule A (Form 990 or 990-EZ) 2001

723111 07-07-02

16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344-1 Schedule A(F6rm990or990.EZ)200i ST . LUKE'S CHAMBER ENSEMBLE INC . -0701839 Page3 Part IV-A Support Schedule (Complete only if you checked a box on line 10. 11, or 12 ) Use cash method of acc Note You ma use the worksheet m the instructions for convertin from the accrual to the cash method Calendar year (or fiscal year be mnin in 1 (a) 2000 b 1999 c) 1998 (d) 1997 Total 15 Gifts grants and oontnbutiorns'.ned (Do not I^~evuM.y'~', S" 1 , 922 , 799 . 2 , 743 , 273 . 1 , 616 , 652 . 1 , 697 , 5 16 Membershi p fees received 17 Gross receipts from admissions, merchandise sold or services performed, or tarnishing of facilities m any activity that is related to the organization s chantable,etc,purpose 2 , 026 , 836 . 1 , 789 , 762 . 1,445,975 . 1 , 974 , 3 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 572(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30,1975 26 867 . 9 , 399 . 5 1 -5-81- . - 3 4 19 Net income from unrelated business activities not included in line 18 20 Tax svwnuH 1mN la ire aganiialbn a bmef I and either pYE to A a upended m His Dehall 21 The value of services or facilities famished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge zp O1nvmcome A~ asd,eauie Do not SEE STATEMENT 12 . m 'y '1 `H°,"l 5 , 326 . 8 , 233 . 16 , 871 . 3 , 15 23 Total ollines 15through 22 3,981,828 . 4,550,667 .-3,085,079 . 3,678,9 24 Line 23minus line 77 1,954,992 . 2,760,905 . 1,639,104 . 1,704,6 25 Enter 1% otline 23 39,818 . 45,507 . 30,851 . 36,7 26 Organizations described on lines 10 or 11 a Enter 2% of amount in column (e), line 24 1 b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1997 through 2000 exceeded the amount shown in line 26a. Do not file this list with your return Enter the total of all these excess amounts 1 c Total support for section 509(a)(1) test Enter line 24, column (e) 1 d Add Amounts from column (e) far lines 78 45,323 . 19 22 34,036 . 261b 1,094,093 . e Public support (line 26c minus line 26d total) 1 Public support percentage (line 26e (numerator) divided by line 26e (denominator)) 27 Organizations described on line 72 s For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person ; prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return Enter the sum of such amounts (or each year N/A (2000) (1999) (1998) (7997) b For any amount included in line 17 that was received from each peson (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, shat was more than the larger of (1) the amount on line 25 for the year or (2)55,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return After computing the difference between the amount recened and the larger amount described in (7) or (2~ enter the sum of these differences (the excess amounts) for each year N/A (2000) (1999) (1998) (1997)

e Add Amounts from column (e) for lines 15 16 17 20 21 d Add Line 27a total and line 27b total e Public support (line 27c total minus line 27d total) 1 f Total support tar section 509(a)(2) lest Enter amount an line 23, column (e) " I 27f ~ N/A p Public support percentage (line 27e (numerator) dhhded by line 271 (denominator)) 1

28 Unusual Grants. For an organization described in line 10, 11, or 12, that received any unusual grants during 1997 through 2000, prepare a list for your records to show, for each year, the name of the contributor, the dale and amount of the grant, and a brie) description of the nature of the grant. Do not file this list with your return Do not include these grants in line 15 NONE 12312, ,2 2o-0, 9 Schedule A (Form 990 or 990-EZ) 2001 16500626 759420 4344 2001 .09000 ST . LURE'S CHAMBER ENSEMBLE 4344 1 ScheoWeA(Form990or990-EZ)2001 ST . LUKE'S CHAMBER ENSEMBLE INC . 51-0201839 Pa9e4 Part V Pnvate School Questionnaire (Seepage 7 of the instructions) N/A (fo be completed ONLY by schools that checked the box on line 6 in Part IV)

Yes No 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its chaser, bylaws, other governing instrument, or m a resolution of it governing body 29 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships 30 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community a serves If Yes ; please describe, it 'No,* please explain (If you need more space, attach a separate slalemenL)

32 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative stafP b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis e Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? If you answered "No' to any of the above, please explain (If you need more space, attach a separate statement )

33 Does the organization discriminate by race in any way with respect to s Students' rights or privileges? b Admissions policies? a Employment of faculty or administrative stafr? d Scholarships or other financial assistance9 e Educational policies 1 Use of facililies9 p Athletic programs? h Other extracurricular activities? II you answered Yes' to any of the above, please explain (It you need more space, attach a separate statement )

34 a Does the organization receive any financial aid or assistance from a governmental agency? D Has the organization s right to such aid ever been revoked or suspended? If you answered Yes' to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS of Rev Proc 75-50, 1975-2 C B 587, covering racial nondiscrimination? It 'No.' attach an explanation Schedule A (Form 990 or 990-EZ) 2001

123171 1R Yi-0t

10 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 Schedule A (Form 990 or 990-EZ) 2001 ST . LUKE'S CHAMBER Part VI-A Lobbying Expenditures by Electing Public C (See page 9 0l the instructions ) N/A (To 6e comoleted ONLY 6v an eligible oraanizahon that filed Form

Limits on Lobbying Expenditures Affiliated )group be completedbTo for ALL term 'expenditures' means amounts paid or incurred totals electing organizations N/A 36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37) 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 41 Lobbying nontaxable amount Enter the amount from the following table - II the amount on line 40 is- The lobbying nontaxable amount is - No1 we f300 000 7O% W N1 ~ m tun "0 prvS .~W0000u1rro~waS~0000W ft00000PWa19f4olNawcros+wvS.A0000 OM 51 000 000 but not Ova S 1 500 OX) 5175 D00 pNa 10% W tha e~cesa ovw 57 000 000 O+>f1500,000GUtiwto~ Si70000ro f225000plus 5%o111ieexces+wvSt500000 O.a S77 000 000 St 00o ago 42 Grassroots nontaxable amount (enter 25% of line 41) 43 Subtract line 92 from line 36 Enter -0- d line 42 is more than line 36 44 Subtract line 41 from line 38 Enter -0- d line 41 is more than line 38

amount on either line 43 must ale Form 4 720

4-Year Averaging Period Under Section 501jh) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below See the instructions for lines AS through 50 on page 11 0l the instructions )

Lobbying Expenditures During 4-YearAveraging Period

Cslendaryear(or (a) (b) (e) (d) (e) fiscal year beginning m) 111. 2007 2000 1999 1998 Total 45 Lobbying nontaxable amount 46 Lobbying ceiling amount 150% of line 45(e)) 47 Total lobbying expenditures IB Grassroots nontaxable amount 49 Grassroots ceiling amount 150% of line 48 e 50 Grassroots lobbying

Part VI-B Lobbying Activity by Nonelecting Public Chanties (For reporting only by organizations that did not complete Part VI-A) (See page 12 of the instructions ) N /A During the year, did the organization attempt to influence national, state or local legislation, including any attempt to Yes No Amount influence public opinion on a legislative matter or referendum, through the use of a Volunteers b Paid staff or management (Include compensation in expenses reported on lines a through h ) c Media advertisements d Mailings to members, legislators, or the public e Publications, or published or broadcast statements 1 Grants to other organizations forlobbying purposes p Direct contact with legislators, their staffs, government officials, or a legislative body A Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means i Total lobbying expenditures (Add lines e through h ) ~ ~ 0 . II 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities. ;_ ';-0, Schedule A (Form 990 or 990-EZ) 2001 11 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344-1 Schedule A (Form 990 or 990-EZ) 2001 Part VII Information Regarding Transfers To and Transactions and Relationships With Nonchantabie Exempt Organizations (See pane 12 of the instructions) 51 Did the reporting organization directly or indirectly engage in any of the tollovnng with any older organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharilable exempt organization of Yes No (q Cash 51a(i) X (u) Other assets a(u) X Other transactions (i) Sales or exchanges of assets with a nonchariUble exempt organization bpi X (u) Purchases of assets ham a noncharitable exempt organization bpi X (ui) Rental of facilities, equipment, or other assets b(iii) X (n) Reimbursement arrangements b(iv) X (v) Loans or loan guarantees b(v) X (vi) Performance of services or membership or fundraising solicitations b(vi) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees e g II the answer to any of the above is Yes; complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization II the organization received less than fair market value in any transaction or sharino arranoemenL show in column (d) the value of the goods. other assets . or services received (a) I lbl I (c) I Idl Line no Amount involved Name of nonchantable exempt organization Description of transfers, transactions, and sharing arrangements

52 a Is the organization directly or indirectly affiliated with, or related lo, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 1 = Yes Eil No n It 'Yes.* comol¢te the IoIlOwinO schedule N / A NI (b) (e) Name of organization Type of organization Description of relationship

Schedule A (Form 990 or 990-EZ) 2001 12 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 2001 DEPRECIATION AND AMORTIZATION REPORT

FORM 990 PAGE 2 990

Reduction In Date Unadjusted Bus °/. Basis- Basis For Accumulated Current Amount Of No Description Acquired Method Life ;;a° Cost Or Basis Excl ITC, 179, Depreciation Depreciation Sec 179 Deprecation Salvage

3 CHAIRS (10) 080196 SL 5 .00 16 1,700 . 1,700 . 1,700 . 0 .

19 LAPTOP COMPUTER 110197 SL 5 .00 16 2,699 . 2,699 . 2,699 . 0 .

20 KEYBOARD AND SOFTWARE 020198SL 5 .00 16 1,075 . 1,075 . 1,075 . 0 . PRODUCTION DATABASE 21 OPTATION 110197 SL 5 .00 16 1,000 . 1,000 . 1,000 . 0 .

22 EC PHONES AND CABLING 070198 SL 7 .00 16 14,737 . 14,737 . 6,669 . 2,105 .

23 AT MACHINE 070198 S L 7 .00 16 663 . 663 . 300 . 95 .

24 FILE CABINETS 070198 SL 5 .00 16 1,200 . 1,200 . 760 . 240 .

25 D ESKS 080198 SL 5 .00 16 420 . 420 . 259 . 84 .

26 L EASEHOLD IMPROVEMENTS 080198 SL 10 .0016 79,906 . 79,906 . 25,303 . 7,991 .

27 DISPOSED ASSETS (D) 000000 .000 16 <13,871 . <13,871 . >< 13,871 . > 0 .

29 FFICE CHAIRS 090198 SL 5 .00 16 400 . 400 . 240 . 80 .

30 CER COMPUTERS 090198SL 3 .00 16 7,397 . _ 7,397 . 7,397 . 0 .

31 CER COMPUTERS 020199 SL 3 .00 16 2,830 . 2,830 . 2,397 . 433 .

32 NEW FILE SERVER 080199 SL 3 .00 16 9,394 . 9,394 . 6,392 . 3,002 .

33 WINDOWS 98 UPGRADE 080199 SL 3 .00 16 2,821 . 2,821 . 1,919 . 902 .

34 GROUP OFFICE FURNITURE 040100SL 8 .00 16 18,902 . 18,902 . 3,151 . 2,363 .

35 AX MACHINE 090199SL 5 .00 16 1,650 . 1,650 . 660 . 330 .

36 CER COMPUTERS 0801101L 3 .00 16 7 , 229 . 7 , 22 9 . 2 , 981 . 2 , 410 . ,xa,o¢ ,o-a3 of (D) Asset disposed 17 2001 DEPRECIATION AND AMORTIZATION REPORT

FORM 990 PAGE 2 994

Reduction In r Accumulated Current Amount Of Description Acquired Method Life ~o Cost Or Bass BExcl ~ ITC, 179, Depreciation~ciaton Depreciation Sec Salvage

37 LACKBAUD SOFTWARE 080100SL 3 .00 16 13,415 . 13,415 . 8,944 . 4,471 .

38 NEW PHONE (BIRNS) 070101SL 7 .00 16 300 . 300 . 43 . 43 . ELL COMPUTERS & OFFICE 39 UPGRADE 080101SL 3 .00 16 13,099 . 13,099 . 364 . 4,366 . ELL COMPUTERS & OFFICE 40 UPGRADE 030102 SL 3 .00 16 13,795 . 13,795 . 2,296 .

* TOTAL 990 PAGE 2 DEPR 180,761 . 0 . 180,761 . 60,382 . 0 . 31,211 .

+seioz ,o-oa-o, ( D) Asset dis posed 18 ST . LUKE'S CHAMBER ENSEMBLE, INC . 51-0201839

FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 1

GROSS COST OR EXPENSE NET GAIN DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS)

SEE STATEMENT B 403,183 . 401,127 . 0 . 2,056 .

TO FORM 990, PART I, LINE 8 403,183 . 401,127 . 0 . 2,056 .

FORM 990 SPECIAL EVENTS AND ACTIVITIES STATEMENT 2

GROSS CONTRIBUT . GROSS DIRECT NET DESCRIPTION OF EVENT RECEIPTS INCLUDED REVENUE EXPENSES INCOME

BENEFIT III SPRING 393,636 . 327,987 . 65,649 . 65,649 . 0 . BENEFIT JOURNAL ADS 1,500 . 1,500 . 0 . 0 . OTHER BENEFITS 5,441 . 5,441 . 0 . 0 .

TO FM 990, PART I, LINE 9 400,577 . 334,928 . 65,649 . 65,649 . 0 .

FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 3

DESCRIPTION AMOUNT

UNREALIZED GAIN ON MARKETABLE SECURITIES 8,388 .

TOTAL TO FORM 990, PART I, LINE 20 8,388 .

FORM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 4 PART III

EXPLANATION

ST . LUKE'S CHAMBER ENSEMBLE, INC ., IS A GATHERING OF OUTSTANDING MUSICIANS WHOSE PURPOSE IS TO BRING THE BEAUTY OF MUSIC AND THE ENLIGHTENED COMMUNICATION UNIQUE TO MUSIC TO AS BROAD AN AUDIENCE AS POSSIBLE .

19 STATEMENT S) 1, 2, 3, 4 16500626 759420 4344 2001 .09000 ST . LURE'S CHAMBER ENSEMBLE 4344 1 ST . LUKE'S CHAMBER ENSEMBLE, INC . 51-0201839

FORM 990 OTHER PROGRAM SERVICES STATEMENT 5

GRANTS AND DESCRIPTION ALLOCATIONS EXPENSES

WORKSHOP PROGRAMS - SEE STATEMENT #C 263,125 . RECORDINGS - SEE STATEMENT #C 91,300 . CARAMOOR RESIDENCY - SEE STATEMENT #C 311,699 . TOURS - SEE STATEMENT #C 361,474 .

TOTAL TO FORM 990, PART III, LINE E 1,027,598 .

FORM 990 GOVERNMENT SECURITIES STATEMENT 6

U .S . STATE AND TOTAL GOV T DESCRIPTION GOVERNMENT LOCAL GOV T SECURITIES

U .S . TREASURY NOTES AND OTHER GOVERNMENT OBLIGATIONS 534,309 . 534,309 .

TOTAL TO FORM 990, LINE 54, COL B 534,309 . 534,309 .

FORM 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 7

COST OR ACCUMULATED DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

CHAIRS (10) 1,700 . 1,700 . 0 . LAPTOP COMPUTER 2,699 . 2,699 . 0 . KEYBOARD AND SOFTWARE 1,075 . 1,075 . 0 . PRODUCTION DATABASE ADOPTATION 1,000 . 1,000 . 0 . NEC PHONES AND CABLING 14,737 . 8,774 . 5,963 . DAT MACHINE 663 . 395 . 268 . FILE CABINETS 1,200 . 1,000 . 200 . DESKS 420 . 343 . 77 . LEASEHOLD IMPROVEMENTS 79,906 . 33,294 . 46,612 . DISPOSED ASSETS (D) <13,871 .> <13,871 .> 0 . OFFICE CHAIRS 400 . 320 . 80 . ACER COMPUTERS 7,397 . 7,397 . 0 . ACER COMPUTERS 2,830 . 2,830 . 0 . NEW FILE SERVER 9,394 . 9,394 . 0 . WINDOWS 98 UPGRADE 2,821 . 2,821 . 0 . GROUP OFFICE FURNITURE 18,902 . 5,514 . 13,388 . FAX MACHINE 1,650 . 990 . 660 . ACER COMPUTERS 7,229 . 5,391 . 1,838 .

20 STATEMENT S) 5, 6, 7 16500626 759420 4344 2001 .09000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 ST .,LUK$'S CHAMBER ENSEMBLE, INC . 51-0201839

BLACKBAUD SOFTWARE 13,415 . 13,415 . 0 . NEW PHONE (BIRNS) 300 . 86 . 214 . DELL COMPUTERS & OFFICE UPGRADE 13,099 . 4,730 . 8,369 . DELL COMPUTERS & OFFICE UPGRADE 13,795 . 2,296 . 11,499 .

TOTAL TO FORM 990, PART IV, LN 57 180,761 . 91,593 . 89,168 .

FORM 990 OTHER ASSETS STATEMENT 8

DESCRIPTION AMOUNT

SECURITY DEPOSITS 18,552 . DUE FROM MUSICIANS 66,655 .

TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 85,207 .

FORM 990 OTHER LIABILITIES STATEMENT 9

DESCRIPTION AMOUNT

DUE TO FORMER EMPLOYEE - SEE STATEMENT D 11,050 . LONG TERM DEBT 69,358 . NOTES PAYABLE 37,888 .

TOTAL TO FORM 990, PART IV, LINE 65, COLUMN B 118,296 .

FORM 990 PART VIII - RELATIONSHIP OF ACTIVITIES TO STATEMENT 10 ACCOMPLISHMENT OF EXEMPT PURPOSES

LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES

93A CONCERT TICKET SALES : SEE ATTACHED STATEMENT C 93B FEES FOR SERVICES : SEE ATTACHED STATEMENT C 93C FEES FOR RECORDINGS : ENABLE THE ORGANIZATION TO OFFER RECORDED MUSIC 93C TO THE PUBLIC . 93D TOUR INCOME : GENERATED BY THE ENSEMBLE PROVIDING MUSIC TO THE PUBLIC 93E STUDENT FEES : SEE ATTACHED STATEMENT C 103A MISCELI.AEOUS INCOME : IS RELATED TO THE ORGANIZATION'S PROGRAMS TO 103A FURTHER ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE . 103A ACCOUNT CONSISTS OF COLLECTION OF OLD ACCOUNTS RECEIVABLE AND THE 4 WRITING OFF OF OLD ACCOUNTS PAYABLE .

21 STATEMENT S) 7, B, 9, 10 16500626 759420 4344 2001 .09000 ST . LURE'S CHAMBER ENSEMBLE 4344 1 ST .,LUK$'S CHAMBER ENSEMBLE, INC . 51-0201839

SCHEDULE A STATEMENT REGARDING ACTIVITIES WITH STATEMENT 11 SUBSTANTIAL CONTRIBUTORS, TRUSTEES, DIRECTORS, CREATORS, KEY EMPLOYEES, ETC, . PART III, LINE 2

MARIANNE LOCKWOOD, EX . DIRECTOR, RECEIVED A SALARY OF $125,000 AND BENEFITS OF $3,750,SARAH SCHINDLER, DIRECTOR OF ADMINISTRATION RECEIVED A SALARY OF $74,574 AND BENEFITS OF $2,237 AND STEWART ROSE, MUSICIAN DIRECTOR RECEIVED A SALARY OF $9,310 AND BENEFITS OF $184 . THEIR SALARIES WERE AUTHORIZED BY THE HOARD OF DIRECTORS AND DETERMINED TO BE COMMENSURATE WITH THEIR DUTIES AND RESPONSIBILITIES .

SCHEDULE A OTHER INCOME STATEMENT 12

2000 1999 1998 1997 DESCRIPTION AMOUNT AMOUNT AMOUNT AMOUNT

MISCELLANEOUS 5,326 8,233 16,871 3,606 .

TOTAL TO SCHEDULE A, LINE 22 5,326 8,233 . 16,871 . 3,606 .

22 STATEMENT S) 11, 12 16500626 759420 4344 2001 .09000 ST . LURE'S CHAMBER ENSEMBLE 4344 1 ST. LUKE'S CHAMBER ENSEMBLE, INC. EIN~ 51-0201839 SCHEDULE OF FUNCTIONAL EXPENSES FORM 990 FYE: 813112002 YEAR ENDED AUGUST 31, 2002

Supporting Services 2002 Total Management Total Programs and General Fundraising Expenses

Salaries $1,930,664 $ 250,649 $ 170,363 $2,351,676 Artistic fees 249,222 8,187 4,671 262,080 Administrative fees - 78,511 79,473 157,984 Commissions 30,000 - - 30,000 Payroll taxes and fringe benefits 340,853 27,672 16,320 384,845 Musician's pension plan 142,103 - 316 142,419 Production expenses 78,500 160 2,701 81,361 Dues, fees and subscriptions 4,874 2,878 2,563 10,315 Transportation and cartage 104,224 6,171 371 110,766 Travel and promotion 7,268 3,436 6,649 17,353 Printing and design 43,222 10,550 29,498 83,270 Postage and messengers 19,392 2,892 6,976 29,260 Supplies and miscellaneous 4,803 1,483 1,650 7,936 Equipment rental and maintenance - 10,876 - 10,876 Computer supplies - 11,308 2,500 13,808 Payroll, bank and credit card fees 62 10,037 1,482 11,581 Interest - 3,733 - 3,733 Audit - 15,967 - 15,967 Insurance 9,484 3,124 1,067 13,675 Rent 111,917 20,487 6,995 139,399 Utilities 8,556 4,060 1,386 14,002 Telephone and fax 10,351 4,912 1,677 16,940 Receptions and benefits 5,697 - 20,153 25,850 Newsletters 6,715 3,186 1,088 10,989 Orchestra and chamber advertising and design 48,533 7,910 2,952 59,395 Marketing/other 2,545 573 2,533 5,651 Music 10,214 4,022 945 15,181 Tickets 93 - 26,888 26,981

Total before deprecation 3,169,292 492,784 391,217 4,053,293 Depreciation - 31,211 - 31,211

Total Expenses, 2002 $3,169,292 $ 523,995 $391,217 $4,084,504

Less Officers compensation 9,310 199,574 - 208,884 Depreaaton - 31,211 - 31,211 $3,159,982 $293,210 $391,217 $3,844,409

5'TRTEMEoT A St. Luke's Chamber Ensemble, Inc. EIN 51-0201839 Form 9900 FYE 8/31/02

Statement of Program Service Accomplishments During Fiscal Year Ending 8/31/02

In the fiscal year September 2001 through August 2002, St Luke's Chamber Ensemble's programs were as follows

Orchestra Series: St Luke's Chamber Ensemble, in partnership with Carnegie Hall, produced three concerts featuring the Orchestra of St Luke's at Camegie Hall These concerts took place on 2 December 2001, 7 February 2002 and 18 April 2002 The orchestra performed music from the classical repertoire with guest artists and conductors Total attendance at the three concerts was 6,415

Chamber Series : St Luke's Chamber Ensemble presented three performances at Carnegie Hall's Wedl Recital Hall, three performances at the Brooklyn Museum of Art and three performances at the Dia Center for the Arts Total attendance at the nine performances m these three series was 1,972 In addition, three free concerts were held al the Temple Emanu-El Several thousand people attended these free events All of these performances featured music from the classical repertoire

Children's Free Opera and Dance Programs: In the Fall of 2001, St Luke's Chamber Ensemble presented ten performances of the Pascal Rioult Dance Theatre, eight of which were at the Sylvia & Danny Kaye Playhouse and two of which were at PS 315 in Brooklyn In the Spring of 2002, St Luke's presented eight performances of Haydn's puppet opera, Philemone & Baucis at the El Museo del Barrio All performances were free to New York City School children

Workshop Program : St Luke's Ensemble presented 833 workshops m 20 disadvantaged schools throughout New York City during 2001-2002 school year These workshops use the performances that children see through the Children's Free Opera and Dance Programs as a starting point for instruction and participation in music and movement workshops . Approximately 2,500 children participated in these workshops

Recordings : St Luke's Chamber Ensemble recorded the cycle of all six of Bach's Brandenbury Concertos for a future release The Orchestra of St Luke's recorded the soundtrack for the HBO Films special production, The Laramie Project and also Thompson's Place of the Blessed with the St Thomas Choir The Orchestra of St Luke's appeared in a television special, Christmas Glory, produced by EN in the United Kingdom

Fee Engagements: The Orchestra of St Luke's and St Luke's Chamber Ensemble were regularly hired to perform in various musical concerts presented by other arts presenters throughout the U S The orchestra appeared in 22 such performances m the New York area during the concert season, and 8 concerts outside of New York while on tour

Total Program Expense: $3,169,292 . ST LUKES CHAMBER ENSEMBLE,INC EIN 51-0201839 FORM 990 F/Y/E B/31/02

TO PAGE 3, PART IV, LINE 65 AND STATEMENT 12

AGREEMENT WITH A FORMER EMPLOYEE

The Organization entered into an agreement in 1995 with a former employee to make a serves of severance payments over a period of nine years, through March 2005 The present value (using a 5% discount rate) of these payments and the related payroll taxes is reflected as a liability The expense was recorded in the year ended August 31, 1995

As of August 31, 2002, the balance due is follows Total $11,050

Sr+MM Wr IN C-Iu : ,Sl-o2oIs39 FoQ,v, 990 FyE : 8131102- Orchestra of St. Luke's Board of Directors

Mr. M. Bernard Aidinoff (Elsie) Mr. Victor Elmaleh (Sono) Senior Counsel Sullivan and Cromwell Chairman World Wide Holding Corp 125 Broad Street 150 East 58'" Street New York, NY 10004 New York, NY 10155 Business 212-5583708 Business Tel 212-486-2000 Assistant Dons Business Fax 212-486-4665 Conference Center 212-558-1100 Assistant Anne Home 980 Fifth Avenue Home 860 United Nations Plaza New York, NY 10021-0126 New York, NY 10017 Home Tel 212-734-3941 Home Tel 212-755-2488 Fax 212-585-2524 Emad velmaleh anwwholdings com Emad aidmoffmb(a)sullcrom cam Ms. Barbara Feldon Mr. Robert Ashton (Jean Wdloughby) Home 14 East 74"' Street, Apt 1 Executive Director The Bay Foundation New York, NY 10021 17 West 94'" Street Home TeIlFax 212-535-6204 New York, NY 10025 Assistant Jean Mr. Leonard Goodman (Connie) Business Tel 212-663-1115 Business Tel 212-308-0697 Fax 212-932-0316 Business Fax 212-534-2510 Home 300 West 108'" Street, #14B Home 1050 Park Avenue, Apt 13B New York, NY 10025 New York, NY 10021 Home Tel 212-289-5875 Mr. Norman Benzaquen Montauk Tel 914-668-5299 Partner Gilder, Gagnon, Howe & Co. Montauk Fax 914- 668-4732 1775 Broadway Email lengoodman(aaol com New York, NY 10019 Business Tel 212-765-2500 Mrs. Connne P. Greenberg Business Fax 917-438-9404 1 East 66'" Street Home 15 East 690'Street New York, NY 10021 New York, NY 10021 Home Tel 212-879-3900 Home Tel 212-535-7939 Fax 212-628-6944 Email normanb(a gghc com

Dr. Michel Berty (Mane Eve) Mr. Robert W. Jones Owner MBY Consultant, Inc Home 20 Creamer Hill Road Home 30 East 76'" Street, #15A Greenfinch, CT 06831 New York, NY 10021 Home/Business Tel 203-862-9878 Home Tel 212-535-7385 Home/Business Fax 203-629-0722 Home Fax 212-452-2115 Emad mbertvCa?attglobal net Mr. Steven Leifer (Susan) NYLEX Benefits Mr. Joseph a DiMenna 281 Tresser Boulevard Managing Director, Zweig-DiMenna Building 2, Suite 1000 Associates Stamford, CT 06901 900 Third Avenue, 30'h Floor Business Tel 203-353-5800 New York, NY 10022 Business Fax 203353-5844 Home 1049 Fifth Avenue, PH3 Home 39 Sawmill Lane New York, NY 10028 Greemnnch, CT 06830 Home Tel 212-772-1049 Home Tel 203-629-1167 Business Tel 212-451-1100 Home Fax 203-629-5826 Business Fax 212-935-7857 Email steve(a)serpolus coin Emad . idimenna(dlzweig-dimenna coin

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Ms Kathryn i.. Steinberg Fvl?H: 19,0 Home One East 66W'Street FvE : 813 New York, NY 10021 VDZ Business Tel 212-772-8510, x206 Ms . Marianne C Lockwood Home Tel 212-517-2030 President and Executive Director Home Fax 212-517-2032 Orchestra of St Luke's Email kathrvns13Ca2aol com 330 West 42"° Street, 9'" Floor New York, NY 10036 Mr. John S. Tamagm (Janet) Business Tel 212-594-6100 Managing Director Lazard Freres & Co Home 428 West 200'Street LLL New York, NY 10011 CcMPtiJS~fip,~l ~o C000 30 Rockefeller Plaza, 59'" Floor Home Tel 212-255-9682 dENdF~'rS 0 3,750 New York, NY 10020 Catskill Tel 518-678-3243 Business Tel 212-632-6560 Business Fax 212- 632-6057 Ms Josie Cruz Naton (Ken) Home 124 Hobart Avenue President The Naton Company Summit, NJ 07901-2961 40 East 34~' Street Home Tel 908-273-4887 New York, NY 10016 Emad John tamagmfoDiazard com Business Tel 212-532-7796 Business Fax 212-5323346 Mr. Alden L. Toevs Home 45 East 62'" Street Executive Vice President New York, NY 10021 First Manhattan Consulting Group Home Tel 212-486-6023 (emergency only) 90 Park Avenue, 19u'Floor Emad losien(a)naton com New York, NY 10016 Business Tel 212-455-9142 Business Fax 212-455-9238 Mr. Stewart Rose Assistant Ali Member St Luke's Chamber Ensemble Emad atoevs(a.)fmcq corn 386 Columbus Avenue, #5A New York, NY 10024 ~onieNSa~~v~1 ,3~D' Mr. Thomas F. Vietor Home Tel 212-5953107 d "NEilTi ~ IS4_ Managing Director Email stewmoCa)aol com J8H Marsh & McLennan 5166 Avenue of the Americas Ms. Olga Rostropovich New York, NY 10036 64 East 77" Street Business Tel 212345-5916 New York, NY 10021 Business Fax 212-345-3706 Home Tel 212-362-6700 Mr. Artur Walther Mr Edmund R. Schroeder (Elaine) Limited Partner Goldman Sachs & Co Partner Cadwalader, Wickersham & Taft 85 Broad Street, 2"° Floor 100 Maiden Lane New York, NY 10004 New York, NY 10038 Asst Maryam Lamont Business Tel 212-504-6916 Business Tel 212-902-9350 Business Fax 212-504-6666 Business Fax 212-9023448 Business Fax 212-412-7043 Home 1035 Fifth Avenue Assistant Barbara New York, NY 10028 Home 169 Bnte Avenue Home Fax 212-724-5161 Scarsdale, NY 10583 Home Tel 914-725-4164 Emad Edmund SchroederL@cwt coin

Mr Raymond F. Steckel (Marie-Monique) Home 210 West 900' Street New York, NY 10024 Home Tel 212-724-6024 Home Fax 212-769-3296 Wildfire Number 212-333-9369 Emad steckel(a)attglobal.net

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Mr R. Keith Walton (Aubna Corbett) SR2AF~ SCN IuDLER Conpwnau Secretary of the ~~91/,0 University 4I2¢CTDC Office of the Secretary of the University Or ADHiaiSTRATip~ r5 r 6ejjEfI ;L3 Columbia University 3dS R,ueQS%ow 1~2 535 West 116'" Street 211 Low Memorial Library New yoeK, n~Y New York, NY 10027 loops Business Tel 212-854-5017 Business Fax 212-222-1017 KEY E-ircoYuE Home 15 Claremont Avenue, #43 New York, NY 10027 Home Tel 212-854-4157 Email kw108(a)columbia edu

Mr. William D . Watt (Karen) Partner Sccot Financial Group 420 Lexington Avenue, Suite 540 New York, NY 10170 Business Tel 212-661-6857 Business Fax 212-867-0334 Home 16 Giiliam Lane Riverside, CT 06878 Home Tel 203-854-9097 Emad watt(cDsccot coin

Mrs. Ruth Widder Home 210 East 68`" Street New York, NY 10021 Home Tel 212-861-8054 Work 825 Third Avenue, 18'" Floor New York, NY 10022 Business Tel 212-230-7171 Business Fax 212-730-2078 Emad rwidder(a)widderbros coin

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STr,TEM1ElJT E (3 8868 Application for Extension of Time To File an (December 2000) Organization OMB No 1545 1709 Deparmimt of Me Treasury Exempt Return lrtw FW,,mu, swoe " File a separate application for each return

" N you are filing for an Automatic 3-Month Extension, complete only Part I and check this box 10. " K you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form) Note Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Forth 8868 Part t Automatic 3-Month Extension of Time - Only submit original (no copies needed

Note Form 990-T corporations requesting en automatic 6-month erfension - check this box end complete Pert I only mi~ El All other corporations (ncNdmg Form 990.C filers) must use Form 7004 to request an extension o/ time to file income tax reNms partnerships, REMICs and trusts must use Form 8 736 to request an extension o! time to rile Form 1065, 1066, or 7041 Type or Name of Exempt Organization Employer identification number punt ST . LUKE'S CHAMBER ENSEMBLE, INC . 51-0201839 Fle b/ Ire due date for Number, street, and room or suite no II a P O box, see instructions MN your "2"2(1 WFCT d9TTT1 CTRRRT - QTH FT .(1()R return See mswctnns City, town or post office, state, and ZIP code For a foreign address, see instructions NEW YORK, NY 10036

Check type o1 return to be Tiled(ile a separate application for each return)

0 Form 990 0 Form 990-T (corporation) E::] Form 4720 0 Form 99PBL 0 Forth 9907 (sec 401(a) or 408(a) trust) 0 Form 5227 0 Forth 990 EZ ~ Form 990.7 (trust other than above) D Form 6069 Form 990~PF ~ Form 1041-A 0 Form 8870

If the organization does not have an office w place o1 business in the United States, check this box mi~ ED " If this is for a Group Return, enter the organaation's four di9M Group Exemption Number (GEM If this s for the whole group, check this box " ED If it s for part of the group, check this box 10-E] and attach a 15t with the names and EINs of all members the extension will cover

1 1 request an automatic 3 month (6-month, for 990-T corporation) extension of time until APRIL 15t 2003 to file the exempt organization return (or the organization named above The extension g for the organization's return for " 0 calendar year or " M tax year beginning SEP 1, 2001 , and ending AUG 31 , 2002

2 It this tax year is for less than 12 months, check reason CD Initial return 0 Final return Change in accounting period

3a If this application is for Forth 990-BL, 99aPF, 990.7, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions $

b If this application is for Forth 990.PF or 9967, enter any refundable credits and estimated lax payments made Include any prior year overpayment allowed as a credit $

c Balance Due Subtract line 3b from line 3a Include your payment with this form, or, A required, deposit with FTD coupon or, d required . by using EFfPS (Electronic Federal Tax Payment System) See instructions $ N/A Signature and Verification

Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, R is true, correct, and c mplete, and that I am authorized to prepare this forth

Sipnalure " ,C .l/Jq/Ll !/ J°`L(.~C.~ Title " L/-111 Date " l/C.j LHA For Paperwork Reduction Act Notice, see instruction Form 8868 (12-2000)

meat 074601

15351217 759420 4344 2001 .08000 ST . LUKE'S CHAMBER ENSEMBLE 4344 1 ~ a .e6N

riling for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box " OX No ._ .nty complete Part II H you have already been granted en automatic 3-month extension on a previously filed Form 8868 * If you are filing for an Automatic 3-Month Extension, complete only Pan I (on page 1) pmt IL Additional not automatic 3-Month Extension of Time - Must file Original and One Co Neme of Exempt Organization . " " . Employer identification number Type or print T . LUKE'S CHAMBER ENSEMBLE INC . 51-0201839 F a e° Number, street, and room a suite no If a P O box, sea instructions For IRS use only ausmteta 330 WEST 42ND STREET - 9TH FLOOR nllnp me yam See City, town or post office, state, and ZIP code For a foreign address, see instructions ~ ' '""""°°"' EW YORK, NY 10036 Check type o1 return to be filed (File a separate application for each velum) OX Form 990 ~ Form 99PEZ 0 Form 99PT (sec 401(a) or 408(a) trust) 0 Form 1041 A E] Form 5227 El Form 8870 0 Form 990-BL ~ Form 99PPF 0 Forth 99P7 (trust other than above) E] Forth 4720 0 Form 6069

STOP Do not compl ete Pan II if you were not already granted an automatic 3-month exte nsio n on a prewousy filed Form 8868

" If the organization does not have an office or place of business in the United States, check this box 1 0 " If this is for a Group Return, enter the orqan2atlon's (our digit Group Exemption Number (GEM If this is for the whole group, check this box " 0 If R is for part of the group, check this box " 0 and attach a list with the names and EINs of all members the extension is for

a I request an additional 3-month extension of time until- - _JULY_ 15 , 200 3 5 For calendar year,orother tax year beginning SEP 1, 2001 and ending AUG 31, 2002 8 If this tax year q for less than 12 months, check reason L] Initial velum 0 Final return ~ Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS NEEDED TO COMPILE THE INFORMATION NECESSARY TO COMPLETE THE RETURN .

8a If this application a for Forth 990-BL, 990-PF, 990~T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions

b If this application is for Form 99PPF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Forth 8868 c Balance Due Subtract line Bb from line Ba Include your payment with this forth, or, A required, deposit with FfD coupon or, A required, by using EFfPS (Electronic Federal Tax Payment System) See instructions A Signature and Verification Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, R is true, correct and complete, and that I am autqonzeD to prepare this form

Notice to Applicant - To Be Completed by the IRS weave have approved this application Please attach this form to the organization's return =We have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the due date of the organization's velum Including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely velum Please attach this forth to the organization's return We have not approved this application After considering the reasons stated in item 7, we cannot grant your request for an extension of lime to file We are not granting the 10day grace period 0 We cannot consider this application because R was filed after the due date of the velum for which an extension was requested Other

By Director Date Alternate Mailing Address - Enter the address if you want the copy of this application (or an 3 month extension returned to an address different than the one entered above

Name r LUTZ AND CARR, CPA's LLP r Type Number and street (include suite, room, or apt no ) Or a P O box number -. or print r 300 EAST 42ND STREET - 8TH FLOOR L J C City or town, province or state, and country Including postal or ZIP code) of-quo, NEW YORK . NY 10017 i Form 8868 (12-2000) o-1

o o o O nq STATE OF NEW YORK, OFFICE OF THE ATTORNEY GENERAL CHARITIES BUREAU L_ 120 BROADWAY, NEW YORK, NV 10271

SECURITIES SCHEDULE V ~ I; G W NAME OF ORGANIZATION St. Luke's Chamber Ensemble, Inc CALENDAR OR OTHER FISCAL YEAR August 31, 2002

or other Sales or other Amount Inventory- Beginning Purchases INVENTORY END OF PERIOD Date Type and Name of Period Acquisitions Dispositions Date of Gain Unrealuied Acquired of Security Shires Cost No . of Shares Cost/Sham Gross Curt No. Of Shams Price/Sham Gross Proceeds Sold or Lou No . of Shares Cost Market Value Gain

07/10/00 Tennessee Valley Authority 200,000 197,212 0 0 100,000 0 996 99,588 12/20/01 982 100,000 98,606 100,216 1,610 07/20/01 US Treasury 100,000 98,311 0 0 100,000 0 996 99,627 11/08/02 1,316 0 0 0 09/06/01 US Treasury 0 0 100,000 0 984 98,367 100,000 0 996 99,588 12/13/01 1,221 0 0 0

10/22/01 Exxon Mobil-Donated 0 0 190 41 866 7,955 190 41 866 7,955 10/22/01 0 0 0 0 12/20/01 Weyerhaeuser Co-Donated 0 0 398 53 834 21,426 398 53 834 21,426 01/08/02 0 0 0 0 08/13/02 Marsh & McLennan-Donated 0 0 115 48 652 5,595 0 0 0 115 5,595 5,595 0 08/28/02 AIG - Donated 0 0 1,600 0 000 99,968 0 0 0 1,600 99,968 99,968 07/12/00 FNMA 75,000 76,463 0 0 75,000 1 000 75,000 10/18/01 (1,463) 0 0 0 09/05/01 FNMA 0 0 30,000 1 066 31,978 0 0 0 30,000 31,978 31,566 (412)

03/25/02 FNMA 0 0 70,000 0 983 68,836 0 0 0 70,000 68,836 72,232 3,396 07/20/01 FNMA 100,000 102,934 0 0 0 0 0 100,000 102,934 100,906 (2,028) 03/25/02 FNMA 0 0 120,000 0 983 118,004 0 0 0 120,000 118,004 123,826 5,822

474,920 452,128 403,183 2,056 525,92 1 534,309 8,388