BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-13
- IRS object ID
- 202611959349301711
- Schema version
- 2024v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T10:51:42-07:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6172661492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sok Cheng Soh | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6176389211 | PhoneNum |
| Signature | 2026-07-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chad Smith | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $231,095,516 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bso.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Boston Symphony Orchestra (BSO) is to foster and maintain an organization dedicated to the making of music consonant with the highest aspirations of the musical art, creating performances and providing educational and training programs at the highest level of excellence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 1051 | TotalEmployeeCnt |
| Total Volunteers | 1179 | TotalVolunteersCnt |
| Total Gross UBI | $3,711,962 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,408,083 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,094,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $59,254,623 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,687,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,015,218 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,818,883 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,141,082 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,490,832 | PYOtherRevenueAmt |
| CY Other Revenue | $7,011,353 | CYOtherRevenueAmt |
| PY Total Revenue | $117,090,967 | PYTotalRevenueAmt |
| CY Total Revenue | $155,422,276 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,941,333 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,900,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $372,643 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $377,045 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,162,012 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,370,134 | PYOtherExpensesAmt |
| CY Other Expenses | $59,647,316 | CYOtherExpensesAmt |
| PY Total Expenses | $123,724,110 | PYTotalExpensesAmt |
| CY Total Expenses | $127,925,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,633,143 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,497,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $680,310,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $737,735,787 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,931,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,937,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $618,378,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $701,798,078 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Boston Symphony Orchestra (BSO) is to foster and maintain an organization dedicated to making music consonant with the highest aspirations of the musical art, creating performances and providing educational and training programs at the highest level of excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $84,109,344 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $50,556,863 | RevenueAmt |
| Desc | Orchestral Music Programs: Internationally recognized as one of the finest orchestras, its scope of activities makes it one of the world's busiest orchestral organizations. Within the U.S., it is the fourth-largest performing arts institution. Between September 5, 2024, and May 3, 2025, the Boston Symphony Orchestra reached over 140,000 attendees accross more than 80 concerts in Symphony Hall, which included BSO commissions, overlooked works from the past, and core works of the classical canon. The orchestra was joined by remarkable soloists who included Yo-Yo Ma, Yefim Bronfman, Yuja Wang, Lang Lang, Dashon Burton, Renese King, Seong-Jin Cho, and Ravi Coltrane. Works by Carlos Simon, Gabriela Ortiz, Aleksandra Vrebalov, Adolphus Hailstork, Hannah Kendall, Sarah Kirkland Snider, and Chen Yi brought vital, new voices to Boston. Of note, over three weeks in January, the BSO performed all of the Beethoven symphonies. Other highlights included towering performances of Mahler's Symphony No. 8 Symphony of a Thousand, a rare performance of Korngold's opera Die Tote Stadt, Mozart's Requiem, a revisiting of Shostakovich's major concertos and symphonies, and a tribute to John Coltrane with his son Ravi Coltrane on the saxophone. In May, the orchestra toured Vienna, Prague, Riga, and was the featured guest at the Gewandhaus Orchestra's Shostakovich Festival in Leipzig. In each city, they performed all-Shostakovich programs marking the 50th anniversary of the composer's death. Keith Lockhart and the Boston Pops completed another banner year. New approaches to programs, which included Pride and Gospel Nights, and Dia de Muertos were well-received with over 7,500 people in attendance. Keith Lockhart tirelessly led 40+ Holiday Pops concerts. In the spring, the Pops gave wildly popular performances with Cynthia Erivo, celebrations of music by the Grateful Dead, and a joy-filled celebration of Keith Lockhart's 30 years as Pops Conductor. Pops performances had over 118,000 people in attendance. Tanglewood opened with an all-Rachmaninoff program featuring Daniil Trifonov and for 10 weeks, the campus was filled with music reaching around 300,000 attendees through concerts and events by the BSO, Pops, guest ensembles, Popular Artists, and the Tanglewood Music Center (TMC) Fellows-a new generation of musicians. Tanglewood audiences were introduced to conductor Elim Chan and two important violinists Maria Dueñas and Pekka Kuusisto. Audiences enthusiastically welcomed back Emanuel Ax, Joshua Bell, Yuja Wang, Lang Lang, and Yo-Yo Ma. Music by Gabriella Smith and Gabriela Ortiz, world premieres by Carlos Simon and John Williams were performed alongside works by Beethoven, Mendelssohn, and Puccini. The Popular Artists Series welcomed such headliners as Jon Batiste, Bonnie Raitt, and Barenaked Ladies. The BSO and Yo-Yo Ma created a series of sold-out events at Tanglewood that asked What is Music For? Participants included Mr. Ma, art critic Sebastian Smee, historian Heather Cox Richardson, folk musician Sam Amidon, Leonidas Kavakos, Emanuel Ax, and On Being's Krista Tippett in conversation with D. Graham Burnett on AI and the future of the humanities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,438,443 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $488,120 | RevenueAmt |
| Desc | Education and community programs are integral to the BSO's mission. In Boston:Over 3,700 high school students attended one of the BSO's High School Open Rehearsals, where students from grades 9 - 12 got a singular look at professional music-making as they observed the orchestra, conductor, and guest artists prepare for the evening's performance. Conductor-cams allow students to study the subtle communications that occur between the conductor and musicians, providing additional insight into the art-making process. Classes traveled to Symphony Hall from across Boston, the metropolitan area, western MA, CT, and NH. For three days in March, Symphony Hall was filled with approximately 7,000 2nd - 8th grade students from 59 schools. Many were studying music and 20% were either English Language or Special Education classes. Classes that came early or could stay after, met a musician and learned about their instrument and their life as a professional. The Youth Concerts offered a musical illustration of the various tools that composers use to create a symphony. Conductor Thomas Wilkins used musical selections by Stravinsky, Shostakovich, Margaret Bonds, Carlos Simon, and Grieg to explore melody, rhythm, harmony, and orchestration. The BSO's two Sensory Friendly Concerts created a welcoming space for almost 2,000 people with autism and their caretakers to enjoy the Boston Pops and Boston Symphony Orchestra by making multiple accommodations. These included halving the number of tickets sold to reduce over-stimulation and lowering ticket prices to remove financial barriers to participation. The BSO adjusts lighting and sound levels, creates a relaxed and inclusive atmosphere, offers tactile pre-concert activities, ASL interpretation, and has autism therapists on hand. The BSO began participating in Boston Family Days, a city-led effort to welcome Boston's students into its pre-eminent cultural institutions. A number of Boston students and their families were the BSO's guests for a Boston Pops Music of the Cosmos concert. The Pops performed music by Ravel, Holst and film scores accompanied by soaring video of space exploration, including footage of the International Space Station (ISS) with commentary by special guests George Takei from Star Trek and astronaut Suni Williams, who recently returned from the ISS. Families were invited to meet these two remarkable individuals after the concert. During FY25, the BSO tested new programming ideas that energized audiences and reached new communities. Its annual Concert for the City showcased numerous local musical ensembles, put the spotlight on Mayor Wu as the soloist in Gershwin's Rhapsody in Blue, and introduced community members to the BSO's named conductors: Andris Nelsons, Keith Lockhart, Thomas Wilkins, and James Burton. The Harvard Crimson wrote that the concert proved "that the symphony exists for the people of Boston." The Boston Pops' first El Día de Muertos/Day of the Dead celebration featured East Boston musician Veronica Robles and her Mariachi Band and guitarist Zaira Meneses. In partnership with the Greater Roxbury Arts and Culture Center, the BSO gave a free all-Ellington concert at Mission Hill's Basilica, bringing music to a predominantly Haitian neighborhood. The setting was perfect for selections from Ellington's Sacred Songs, which re-imagined church oratorio drawing from jazz, gospel, the blues, and spirituals. To honor veterans, the Boston Pops gave a free Holiday Pops Military Preview performance for approximately 2,000 veterans, their families, and active service members, filling the Hall with joy and sending a powerful message of appreciation for these men and women. A small ensemble of musicians of the Boston Pops and singers from the Tanglewood Festival Chorus brought holiday cheer to patients at Franciscan's Children's hospital and to Spaulding Rehabilitation Hospital. In Boston, approximately 20,000 children, high school and college students, adults under the age of 40, veterans, MA public school teachers, health care workers, and people who are eligible for public benefits attended concerts thanks to free and discounted tickets. In Tanglewood, over 6,000 people under age 18 attended BSO concerts on the lawn for free. Over 1,400 people enjoyed Tanglewood's Family Concert conducted by Thomas Wilkins and other free events such as Berkshire Night were available to the local community. Other opportunities for families included the live performances by the popular children's podcast Circle Round, new TLI programs for families, as well as outdoor games, crafts, and a chance to try out different instruments of the orchestra on weekends. This year, TLI started something new. Between September and June, each month a local organization that provides critical support to residents (e.g., food pantries, healthcare, affordable housing) was invited to attend a concert. Representatives from each group had time to talk about needs in the community and how they address them. The groups appreciated the chance to connect with TLI attendees and concertgoers appreciated hearing more directly about the issues many locals face. TLI arranged for the four German musicians that form the Arcis Saxophone Quartet to give a rousing performance at Lenox Memorial Middle School for students and members of the High School band. Although the students live in Lenox, most had never heard a professional ensemble play before. After the internationally acclaimed Akropolis Reed Quintet performed at TLI, they gave a performance and workshop at Drury High School. Sixty students were part of this special event that showcased the group's inventive approach to chamber music and captivated students and staff with their energy and artistry. The performance was followed by a hands-on workshop with Drury's band students where the students played alongside the ensemble. The Tanglewood Music Center continues to be a vital pre-professional milestone for the most talented young musicians from around the globe. With a 7% acceptance rate this year, fellows came from 17 countries and 26 states. These young musicians gave 30 concerts, mastering a wide range of repertoire and worked with Andris Nelsons, Dima Slobodeniouk, Thomas Ades, and Thomas Wilkins. The TMC's Festival of Contemporary Music crossed borders of time and space in a six-concert look at contemporary Mexican music curated by Gabriela Ortiz, Mexico's most prominent living composers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,111,055 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,191,541 | RevenueAmt |
| Desc | The BSO's two main properties, Symphony Hall and Tanglewood, have long and significant histories and attract visitors from near and far. Symphony Hall's acoustic qualities have earned it a place among the top concert auditoriums in the world, a fact underscored by the Hall's 1999 designation as a National Historic Landmark. Symphony Hall resonates with more than a century of performances by key artists. It is also a key performance venue for a number of other ensembles and presenters, including the Handel and Haydn Society, the Celebrity Series of Boston, Boston Speakers Series, and the Boston Youth Symphony Orchestra. The Hall seats approximately 2,600. Located in the Berkshire hills of Lenox, Massachusetts and established in 1936 by the BSO's Music Director Serge Koussevitzky, Tanglewood is a world-renowned summer music festival. Its performance venues-Koussevitzky Music Shed, Seiji Ozawa Concert Hall, and Linde Center-and 80+ ancillary buildings are located on 425 pastoral acres. Built in 1938, the Koussevitzky Music Shed is an opened-sided hall with over 5,000 seats; just under 13,000 can be accommodated on the surrounding lawn. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that provides a more intimate concert experience and is often used for performances by the Tanglewood Music Center. It seats approximately 1,000 audience members, in addition to potentially hundreds more on the lawn. When not being used by the orchestra, the BSO rents Symphony Hall to others including Celebrity Series, Handel and Haydn Society, Boston Speakers Series, to name a few. Local high schools and Berkshire Community College use the Koussevitzky Shed for graduations and community groups, including the Stockbridge Library and Austin Riggs use Tanglewood's Linde Center during the fall, winter, and spring. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $0 | $0 | $204,833 | The BSO's music is shared with several hundred thousand through recordings, television, radio and online broadcasts. Every Saturday evening, Classical Radio Boston (a subsidiary of GBH public broadcasting) broadcasts a BSO concert. These concerts are available to stream via the GBH website for a month after they are aired. During Tanglewood, CRB-Classical and WAMC Northeast Public Radio broadcast BSO Friday and Saturday evening performances, and Sunday afternoon concerts reaching audiences across seven mid-Atlantic and New England states. Additionally, the BSO released numerous CDs this year including a 19-CD box set of its award-winning Shostakovich cycle under Music Director Andris Nelsons, as well as Ravel: The Piano Concertos with pianist Seong-Jin Cho, Shostakovich: The Cello Concertos with Yo-Yo Ma, Shostakovich: The Piano Concertos with Yuja Wang, and Messiaen's Turangalila Symphony with Yuja Wang. |
| $12,037 | $0 | $15,583 | The BSO operated its Symphony Hall retail operations during concert days and its Tanglewood retail shops in summer 2025. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,037 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $220,416 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $104,670,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 479 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1051 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Decelles | PersonNm |
| Phone | 6176389215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Chad Smith | |||||||||
| President & Chief Executive Officer | 50 | 1.00 | Yes (X) | $1,318,099 | $0 | $53,255 | |||
| Tamara Smirnova | |||||||||
| First Violin | 40 | $594,215 | $0 | $13,099 | Yes (X) | ||||
| Maureen Flores | |||||||||
| Chief Development Officer | 0 | 0 | $518,514 | $0 | $20,144 | Yes (X) | |||
| Alexander Velinzon | |||||||||
| Associate Concertmaster | 40 | $467,278 | $0 | $50,954 | Yes (X) | ||||
| Timothy Genis | |||||||||
| Timpani | 40 | $419,187 | $0 | $0 | Yes (X) | ||||
| John A Ferrillo Jr | |||||||||
| Principal Oboe | 40 | $377,859 | $0 | $34,444 | Yes (X) | ||||
| Thomas Rolfs Jr | |||||||||
| Principal Trumpet | 40 | $372,495 | $0 | $32,314 | Yes (X) | ||||
| Paul Eric Krauss | |||||||||
| Chief Financial Officer, thru July 2025 | 50.00 | 1.00 | Yes (X) | $314,556 | $0 | $48,252 | |||
| Katherine Decelles | |||||||||
| Controller | 40 | 1.00 | $218,873 | $0 | $19,317 | Yes (X) | |||
| Joseph Kamay | |||||||||
| Clerk | 40 | 1 | Yes (X) | $89,995 | $0 | $10,165 | |||
| Noubar Afeyan | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| David Altshuler | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Holly Ambler | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Ted Berk | |||||||||
| Trustee, ex-officio | 2 | $0 | $0 | $0 | Yes (X) | ||||
| William N Booth | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Gregory E Bulger | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Ronald G Casty | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Susan Bredhoff Cohen | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Richard F Connolly Jr | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Angela Q Crispi | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| William Curry MD | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Lynn A Dale | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Phillip J Edmundson | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas E Faust Jr | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Todd R Golub | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Reverend Dr Ray Hammond | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Nathan Hayward III | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Ricki Tigert Helfer | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Albert A Holman III | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Barbara W Hostetter | |||||||||
| Chair | 2 | $0 | $0 | $0 | Yes (X) | ||||
| David C Howse | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Giselle J Joffre | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen W Kidder | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Tom Kuo | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Jeffrey Leiden MD PhD | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| John M Loder | |||||||||
| Vice Chair | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Nancy K Lubin | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua A Lutzker | |||||||||
| Treasurer | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Pamela L Peedin | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| M Lee Pelton | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Steven R Perles | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Lina S Plantilla MD | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Andrew S Plump | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Sean C Rush | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Wendy Shattuck | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Nicole M Stata | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Theresa M Stone | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Caroline Taylor | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Dr Christoph Westphal | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Jenny Williams | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Joanna Wu - as of Oct 2024 | |||||||||
| Trustee, ex-officio | 2 | $0 | $0 | $0 | Yes (X) | ||||
| D Brooks Zug | |||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | ||||
| Sok Cheng Soh | |||||||||
| Chief Financial Officer, beg July 2025 | 50.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,691,071 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,944 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 192 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allen & Gerritsen Inc | |||||||||||
| 125 High Street | Floor 23 | Boston | MA | 02110 | Media strategy | $2,977,145 | |||||
| Boston Gourmet Management | |||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | Food services | $1,960,011 | ||||||
| Andris Nelsons | |||||||||||
| Services of A. Nelsons | $1,826,000 | Konzertdirektion Schmid | 40 St Martins Lane | London | UK | WC2N 4E | |||||
| Tisbury Tours Inc | |||||||||||
| 360 Hamilton Avenue 100 | White Plains | NY | 10601 | Concert performances | $1,412,554 | ||||||
| Allied Universal | |||||||||||
| Eight Tower Bridge | Conshohocken | PA | 19428 | Security services | $829,502 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $3,686,631 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $200,000 | GovernmentGrantsAmt |
| All Other Contributions | $55,367,992 | AllOtherContributionsAmt |
| Noncash Contributions | $13,689,328 | NoncashContributionsAmt |
| Total Contributions | $59,254,623 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & Tours | 900099 | $49,986,448 | $49,986,448 | $0 | $0 |
| Education | 900099 | $488,120 | $488,120 | $0 | $0 |
| Program advertising | 900099 | $335,817 | $0 | $335,817 | $0 |
| Electronic media | 900099 | $204,833 | $204,833 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,015,218 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,923,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,199,933 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,724,022 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,020 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,984,814 | RealAmt |
| Personal | $41,178 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,733,510 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,251,304 | RealAmt |
| Personal | $41,178 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,292,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,191,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,100,932 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,185,764 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,968,637 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,217,127 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,217,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,834,296 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,382,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $580,909 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,686,631 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,222,777 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$641,868 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$641,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,105,815 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $748,316 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $341,916 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Food & beverage | 900099 | $1,335,902 | $0 | $0 | $1,335,902 |
| Other income | 900099 | $484,386 | $484,386 | $0 | $0 |
| Parking | 900099 | $96,932 | $0 | $0 | $96,932 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,917,220 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,422,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,456,940 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,711,962 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,998,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,018,090 | TotalAmt |
| Program Services | $1,368,266 | ProgramServicesAmt |
| Management And General | $494,277 | ManagementAndGeneralAmt |
| Fundraising | $155,547 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,200 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $109,200 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,997,609 | TotalAmt |
| Program Services | $44,458,483 | ProgramServicesAmt |
| Management And General | $4,217,562 | ManagementAndGeneralAmt |
| Fundraising | $4,321,564 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,695,392 | TotalAmt |
| Program Services | $3,141,635 | ProgramServicesAmt |
| Management And General | $343,796 | ManagementAndGeneralAmt |
| Fundraising | $209,961 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,255,264 | TotalAmt |
| Program Services | $4,080,492 | ProgramServicesAmt |
| Management And General | $659,059 | ManagementAndGeneralAmt |
| Fundraising | $515,713 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,825,084 | TotalAmt |
| Program Services | $3,054,697 | ProgramServicesAmt |
| Management And General | $435,944 | ManagementAndGeneralAmt |
| Fundraising | $334,443 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,323 | TotalAmt |
| Program Services | $133,996 | ProgramServicesAmt |
| Management And General | $138,129 | ManagementAndGeneralAmt |
| Fundraising | $42,198 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,341 | TotalAmt |
| Program Services | $3,001 | ProgramServicesAmt |
| Management And General | $130,340 | ManagementAndGeneralAmt |
| Fundraising | $7,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,925 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $155,925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,641 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $99,641 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,045 | TotalAmt |
| Fundraising | $377,045 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,539 | TotalAmt |
| Program Services | $1,724,539 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,982,868 | TotalAmt |
| Program Services | $18,056,355 | ProgramServicesAmt |
| Management And General | $1,328,809 | ManagementAndGeneralAmt |
| Fundraising | $597,704 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,712 | TotalAmt |
| Program Services | $3,816,049 | ProgramServicesAmt |
| Management And General | $14,390 | ManagementAndGeneralAmt |
| Fundraising | $20,273 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985,963 | TotalAmt |
| Program Services | $761,122 | ProgramServicesAmt |
| Management And General | $951,515 | ManagementAndGeneralAmt |
| Fundraising | $273,326 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,825,423 | TotalAmt |
| Program Services | $250,615 | ProgramServicesAmt |
| Management And General | $2,546,029 | ManagementAndGeneralAmt |
| Fundraising | $28,779 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,367 | TotalAmt |
| Program Services | $264,367 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,819,030 | TotalAmt |
| Program Services | $8,951,426 | ProgramServicesAmt |
| Management And General | $596,018 | ManagementAndGeneralAmt |
| Fundraising | $271,586 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,123,462 | TotalAmt |
| Program Services | $4,733,888 | ProgramServicesAmt |
| Management And General | $118,892 | ManagementAndGeneralAmt |
| Fundraising | $270,682 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,873 | TotalAmt |
| Program Services | $33,536 | ProgramServicesAmt |
| Management And General | $6,277 | ManagementAndGeneralAmt |
| Fundraising | $12,060 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,317 | TotalAmt |
| Program Services | $7,917 | ProgramServicesAmt |
| Management And General | $155,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,732,569 | TotalAmt |
| Program Services | $3,980,205 | ProgramServicesAmt |
| Management And General | $614,050 | ManagementAndGeneralAmt |
| Fundraising | $138,314 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,442 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $866,442 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expense | $3,642,264 | $3,408,739 | $58,054 | $175,471 |
| Credit card fees | $1,524,795 | $1,387,993 | $5 | $136,797 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,462 | TotalAmt |
| Program Services | $1,053,558 | ProgramServicesAmt |
| Management And General | $1,261,196 | ManagementAndGeneralAmt |
| Fundraising | $64,708 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,925,000 | TotalAmt |
| Program Services | $104,670,879 | ProgramServicesAmt |
| Management And General | $15,092,109 | ManagementAndGeneralAmt |
| Fundraising | $8,162,012 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,043,116 | BOYAmt |
| EOY | $39,205,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,049,739 | BOYAmt |
| EOY | $2,203,085 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,772,685 | BOYAmt |
| EOY | $7,879,039 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,800,673 | BOYAmt |
| EOY | $7,495,325 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,721 | BOYAmt |
| EOY | $676,639 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,735 | BOYAmt |
| EOY | $3,167,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,592,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,291,941 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,074,296 | BOYAmt |
| EOY | $65,300,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,837,406 | BOYAmt |
| EOY | $70,945,003 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,204,458 | BOYAmt |
| EOY | $496,577,184 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,377,645 | BOYAmt |
| EOY | $44,286,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,310,474 | BOYAmt |
| EOY | $737,735,787 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,262,422 | BOYAmt |
| EOY | $11,164,069 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,270,770 | BOYAmt |
| EOY | $9,566,265 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,398,794 | BOYAmt |
| EOY | $15,207,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,931,986 | BOYAmt |
| EOY | $35,937,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,089,206 | BOYAmt |
| EOY | $127,734,405 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,289,282 | BOYAmt |
| EOY | $574,063,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,378,488 | BOYAmt |
| EOY | $701,798,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,310,474 | BOYAmt |
| EOY | $737,735,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,497,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,456,744 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $12,465,570 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,371,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,379,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,595,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,094,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,254,623 | CurrentTaxYearAmt |
| Total | $220,695,081 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,371,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,379,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,595,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,094,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,254,623 | CurrentTaxYearAmt |
| Total | $220,695,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,946,537 | SubstantialContributorsTotAmt |
| Public Support Total170 | $189,748,544 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,900,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,363,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,581,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,613,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,644,484 | CurrentTaxYearAmt |
| Total | $33,103,818 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $914,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $773,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,409,083 | CurrentTaxYearAmt |
| Total | $4,213,829 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $258,012,728 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $61,085,324 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73542 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78518 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $99,641 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $99,641 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The BSO's lobbying activities addressed issues such as state funding and proposed legislation related to historical preservation, tourism, transportation, infrastructure and education in the context of arts and nonprofit organizations. A small allocation of the salary of one employee and a service contract to engage in lobbying activities on the issues noted above are included in the amount reported. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $536,151,000 | BeginningYearBalanceAmt |
| Contributions | $14,492,000 | ContributionsAmt |
| Investment Earnings Or Losses | $79,782,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,467,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $602,958,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $495,009,000 | BeginningYearBalanceAmt |
| Contributions | $8,716,000 | ContributionsAmt |
| Investment Earnings Or Losses | $59,333,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,907,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $536,151,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $484,000,000 | BeginningYearBalanceAmt |
| Contributions | $11,645,000 | ContributionsAmt |
| Investment Earnings Or Losses | $26,301,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,937,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $495,009,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,304,000 | BeginningYearBalanceAmt |
| Contributions | $6,070,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$73,556,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,818,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $484,000,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $478,096,000 | BeginningYearBalanceAmt |
| Contributions | $6,858,000 | ContributionsAmt |
| Investment Earnings Or Losses | $116,358,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,008,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $576,304,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,105,585 | OtherCostOrOtherBasisAmt |
| Book Value | $18,105,585 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $128,708,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,962,289 | DepreciationAmt |
| Book Value | $36,746,023 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $48,778,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,329,652 | DepreciationAmt |
| Book Value | $10,448,706 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,300,314 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable alternatives | $353,734,070 | F |
| Illiquid equities | $120,040,367 | F |
| Real estate | $6,588,629 | F |
| Real assets | $7,691,610 | F |
| Investment in 263 Realty Corp & HALP | $8,522,508 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $496,577,184 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held by others | $35,435,295 |
| Assets of split-interest agreements | $8,851,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $44,286,446 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued liability for pension & post-retirement | Desc |
| Amt | $15,207,375 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,207,375 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $200,296,960 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,456,744 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $536,523 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $634,863 | OtherRevenueAmt |
| Revenue Not Reported | $44,628,130 | RevenueNotReportedAmt |
| Revenue Subtotal | $155,668,830 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,724,539 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,971,093 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$246,554 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,422,276 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $128,708,077 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $536,523 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,971,093 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,507,616 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,200,461 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,724,539 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,724,539 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $127,925,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The purpose of the endowment is to provide enduring support for the mission of the Orchestra by releasing a substantial and reliable flow of funds to the operating budget. The income earned on the Orchestra's endowment assets may be used for general or donor-restricted purposes and is recorded as net assets without donor restriction or net assets with donor restriction, as appropriate. |
| Schedule D, Part VII, Line 3 | The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by the distribution to the BSO. |
| Schedule D, Part X, Line 2 | The Orchestra accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold for the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Orchestra has identified its tax status as a tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions, however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. Its federal and state income tax returns are generally open for examination for three years following the date filed. |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements |
| Schedule D, Part XI, Line 4b | $748,316 represents cost of good sold and $1,222,777 represents direct fundraising event expenses |
| Schedule D, Part XII, Line 2d | $748,316 represents cost of good sold and $1,222,777 represents direct fundraising event expenses |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $200,973,921 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $18,645,491 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $2,367,990 | European tour |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $221,987,402 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Investment activities are listed at book value. Program activities represent expenditures for the 4 city European Tour in May 2025. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Allegiance Fundraising LLC | |||||||||
| 3064 49th St S | Fargo | ND | 58104 | Direct mail campaigns | 0 | $2,894,424 | $157,601 | $2,736,823 | |
| DCM Inc | |||||||||
| 244 Fifth Avenue | New York | NY | 10001 | Telefundraising | 0 | $367,941 | $219,444 | $148,497 | Suite M223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,262,365 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $377,045 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,885,320 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opening Night at Symphony Gala | Event1Nm |
| Gross Receipts Event1 | $2,190,256 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,017,956 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $172,300 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $161,226 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $149,223 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $282,224 | OtherDirectExpensesEvent1Amt |
| Event2 | Summer Celebration at Tanglewood | Event2Nm |
| Gross Receipts Event2 | $1,269,033 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,014,659 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $254,374 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $117,492 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $51,300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $130,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $808,251 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $654,016 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $154,235 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $144,553 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $91,299 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $95,460 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,267,540 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,686,631 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $580,909 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $423,271 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $291,822 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $507,684 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,222,777 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$641,868 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chad Smith | ||||||||||||||
| President & Chief Executive Officer | $1,097,476 | $0 | $210,000 | $0 | $10,623 | $0 | $2,588 | $0 | $50,667 | $0 | $1,371,354 | $0 | $0 | $0 |
| Maureen Flores | ||||||||||||||
| Chief Development Officer | $194,756 | $0 | $75,000 | $0 | $248,758 | $0 | $5,525 | $0 | $14,619 | $0 | $538,658 | $0 | $0 | $0 |
| Paul Eric Krauss | ||||||||||||||
| Chief Financial Officer, thru July 2025 | $311,547 | $0 | $0 | $0 | $3,009 | $0 | $9,517 | $0 | $38,735 | $0 | $362,808 | $0 | $0 | $0 |
| Katherine Decelles | ||||||||||||||
| Controller | $217,805 | $0 | $0 | $0 | $1,067 | $0 | $6,371 | $0 | $12,947 | $0 | $238,190 | $0 | $0 | $0 |
| Alexander Velinzon | ||||||||||||||
| Associate Concertmaster | $447,478 | $0 | $19,800 | $0 | $0 | $0 | $0 | $0 | $50,954 | $0 | $518,232 | $0 | $0 | $0 |
| Timothy Genis | ||||||||||||||
| Timpani | $419,187 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $419,187 | $0 | $0 | $0 |
| Tamara Smirnova | ||||||||||||||
| First Violin | $192,535 | $0 | $0 | $0 | $401,680 | $0 | $0 | $0 | $13,009 | $0 | $607,224 | $0 | $0 | $0 |
| John A Ferrillo Jr | ||||||||||||||
| Principal Oboe | $377,859 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,444 | $0 | $412,303 | $0 | $0 | $0 |
| Thomas Rolfs Jr | ||||||||||||||
| Principal Trumpet | $372,495 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,314 | $0 | $404,809 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | In connection with the business needs of the Boston Symphony Orchestra, Inc. (the Orchestra) charter travel is used when transporting large number of personnel in connection with the Orchestra's touring. As a general rule, the BSO does not provide first class travel for employees. Housing for the President and CEO is provided during the summer for the convenience of the BSO in connection with the Orchestra's activities away from Boston at Tanglewood and is not considered taxable. The housing benefit of $28,000 is included in Schedule J, Part II, column D. |
| Schedule J, Part I, Line 4 | Tamara Smirnova received $398,710 and Maureen Flores received $218,400 in severance in calendar year 2024. |
| Schedule J, Part I, Line 7 | The amounts reported for the President and CEO on Schedule J, Part II, column B(ii) are fixed payments. Amounts reported for other individuals on Schedule J, Part II, column B(ii) include non-fixed payments representing performance based compensation. |
| Schedule J, Part I, Line 8 | Compensation reported in Part VII, Section A paid to President and CEO Chad Smith was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3). Nonetheless, the Orchestra followed the rebuttable presumption procedures described in Regulations section 53.4958(c). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,539,313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 9 | FormAndLineReferenceDesc |
| Explanation | Column B responses represent the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise 735 members of the Boston Symphony Association of Volunteers (BSAV) who provide a variety of services both at Symphony Hall and Tanglewood, 193 members of the Tanglewood Festival Chorus, 43 voting trustees and 209 non-voting members of the governing board. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by BSO management and reviewed by a paid preparer. The complete 990 is then reviewed by the Audit, Risk and Compliance Committee of the Board of Trustees. The Audit, Risk and Compliance Committee reviews each section and schedule of the 990, focusing on key changes and substantive disclosures. Subsequent to this review, a copy of the final draft 990, which is the version to be filed with the IRS, is placed in a password-protected website for all members of the Board of Trustees to review in advance of their next board meeting. All members of the Board of Trustees receive an email notifying them that the Form 990 is available for review on the site. The final 990 is signed by the Chief Financial Officer or President and CEO and paid preparer. |
| Form 990, Part VI, Section B, Line 12c | The Boston Symphony Orchestra has a Conflict of Interest Policy. The policy requires that Trustees, Officers and members of a committee with board-delegated powers disclose the existence of any potential or actual conflicts of interest to the Board or to the Executive Committee. The Board or Executive Committee then discusses and votes to determine whether an actual conflict of interest exists. If a conflict exists, the Board or Executive Committee evaluates the particular transaction or arrangement to determine the most reasonable course of action. The individual who disclosed the conflict must leave the Board or Executive Committee meeting during the discussion of, and vote on, the transaction or arrangement that results in the conflict of interest. Additionally, the policy also requires any staff member that has information about a possible conflict, to report the matter, promptly, to their supervisor, the Chief Human Resources Officer or Chief Financial Officer. The Director of Human Resources and the Chief Financial Officer will review the circumstances of the possible conflict with other appropriate management to make the determination about the most reasonable course of action. A breach of the conflict of interest policy is grounds for disciplinary action, up to and including termination. Additionally, on an annual basis, all Trustees, Officers, or members of a committee with board delegated powers are provided with a copy of the policy and must sign a statement affirming that they have received, read and understand the policy; they must also affirm that they agree to comply with the policy. As part of this Annual Notice of Policy, each individual is required to disclose any potential or actual conflicts of interest in writing. All responses indicating a potential or actual conflict are subject to review by the Board or Executive Committee as described above. |
| Form 990, Part VI, Section B, Line 15 | The BSO has a designated Compensation Committee, comprised of trustees of the BSO, which sets the process for determining and approving compensation for officers and key employees. The compensation Committee's process includes: (a) development and consideration of comparability data to provide the bases for the Committee's decisions and (b) consideration of (i) applicable accounting and disclosure rules, (ii) emerging trends in corporate governance, and (iii) standards and guidelines promulgated by the Division of Public Charities of the Massachusetts Office of the Attorney General (collectively, the "Compensation Process"). Deliberations of the Compensation Committee in connection with the Compensation Process are contemporaneously documented. When valuating officers and key employees, the Compensation Committee carefully considers the following factors: (i) duties and responsibilities, (ii) background and experience, (iii) dedication, commitment and work schedule, (iv) leadership, management and professional skills, (v) overall performance and standing, (vi) BSO's salary scale of employees generally, and (vii) the BSO's annual budget.The Compensation Committee's most recent review of officer and key employee compensation occurred in June 2025. |
| Form 990, Part VI, Section C, Line 19 | The Boston Symphony Orchestra's audited financial statements, conflict of interest policy and other governing documents are available up on request. |
| Form 990, Part VII, Section A, Line 1b | Compensation reported is based on the calendar year 2024 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on the calendar year 2024 amounts. |
| Form 990, Part IX, Line 11g | Comprised of $17,481,752 of artistic and concert related fees and $2,501,116 of consulting services. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of $12,465,570 is comprised of the change in value of split interest agreements of $634,863 and retirement plan-related credits, other than net periodic benefit costs of $11,830,707. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston 4 Celebrations Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043311403 | EIN |
| Primary Activities | Provide for public celebration on July 4th | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSectionTxt |
| Public Charity Status | II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston Symphony Orchestra Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $2,138,808 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,988,832 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 263 Realty Corporation | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 043252433 | Real Estate | MA | Boston Symphony | C | $22,089 | $58,866 | 1 | Yes (1) |
| Boston Symphony Orchestra Pensions Trust Fund | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 113833934 | Trust | MA | Boston Symphony | T | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 263 HA Limited Partnership | ||
| k | $352,201 | Fair market value |
| 263 HA Limited Partnership | ||
| s | $1,581,999 | Actual partnership distribution |
| Boston 4 Celebrations Foundation Inc | ||
| d | $1,624,583 | Book amount |