BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-09
- IRS object ID
- 202111939349301416
- Schema version
- 2019v5.0
- 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 | 2021-07-09T11:16:24-07:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | 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 | Evelyn Barnes | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6176389211 | PhoneNum |
| Signature | 2021-07-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gail Samuel | 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 | $335,209,316 | 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 | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 1349 | TotalEmployeeCnt |
| Total Volunteers | 421 | TotalVolunteersCnt |
| Total Gross UBI | -$472,248 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,423,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,260,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,278,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,766,094 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,801,217 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,348,302 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,372,813 | PYOtherRevenueAmt |
| CY Other Revenue | $3,162,131 | CYOtherRevenueAmt |
| PY Total Revenue | $95,876,005 | PYTotalRevenueAmt |
| CY Total Revenue | $92,537,202 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $57,857,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,512,150 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,152,075 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,914,459 | PYOtherExpensesAmt |
| CY Other Expenses | $31,321,535 | CYOtherExpensesAmt |
| PY Total Expenses | $109,772,097 | PYTotalExpensesAmt |
| CY Total Expenses | $82,833,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,896,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,703,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $593,071,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $625,657,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,820,536 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,624,217 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $496,250,552 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $535,033,042 | 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 | $58,772,543 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,957,578 | RevenueAmt |
| Desc | Orchestra Music Programs: The BSO's two beloved orchestral ensembles-the Boston Symphony and Boston Pops-offered 110 live concerts in Boston, which were enjoyed by 235,086 audience members. The BSO's online and radio broadcasts touched more than 18 million people. Internationally recognized as one of the finest orchestras, the BSO is one of the largest orchestral organizations in the world as measured by scope of its operations. Within the U.S., it is the fourth-largest performing arts institution. From September 2019 through mid-March 2020, the BSO presented 66 symphony and 40 Holiday Boston Pops Symphony Hall concerts to the delight of 235,086 audience members. Of those, 14,206 were college students, 1072 received a significant discount having qualified for public assistance, and 6681 were young adults. During that period, the BSO's Education and Community Engagement programs removed barriers so 14,504 people of all ages and backgrounds experienced symphonic music in Symphony Hall and around Greater Boston. The BSO offered 19 free community concerts, including the Symphony Hall Concert for Our City in February conducted by Thomas Wilkins. The BSO's Holiday Pops Sensory Friendly Concert, specifically designed for individuals and families affected by autism, was attended by 1,178 people, whose response was immediate and heartfelt. On March 11, 2020, the World Health Organization declared the outbreak of the coronavirus (COVID-19) a pandemic. The last live performance given in Symphony Hall was a morning Youth Concert on March 12, 2020 with about 165 students in attendance. On March 15, the Boston Public Health Commission (BPHC) declared a public health emergency in the City of Boston due to the pandemic. In response to these events, the Orchestra has, among other things, taken significant action to reduce costs and embarked on a major fundraising effort to ensure sufficient liquidity. Between March and June, the BSO produced 160 video and audio streams that were viewed more than 2.4 million times on bso.org and social media. A highlight was the Boston Pops performance of a socially distanced rendition of John Williams' Summon the Heroes in tribute to frontline workers. The video was seen more than 480,000 times and Boston Magazine named it "the best musical moment of 2020." BSO at Home and Pops at Home featured videos of individual musicians sharing music and their experience. 14 musicians created personalized Notes of Appreciation for health care workers that were distributed over nine weeks to six major hospitals, two hospital networks, and one COVID field facility received a secure link to a personalized music video that they shared with their staff and patients in their own way. The Tanglewood 2020 Online Festival recreated the Tanglewood experience through a mix of 82 free archival offerings, paid access to exclusive new recitals by BSO musicians and guest artists who recorded at Tanglewood or at venues around the world, as well as Tanglewood Learning Institute programs. The Festival programs were seen 40,291 times by 10,500 households. Viewers came from 75 countries on six continents. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,419,816 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $285,714 | RevenueAmt |
| Desc | Education and Community Programs:Education and community programs are integral to the BSO's mission. Tanglewood Music Center (TMC) Online created weekly spaces where 140 talented young musicians began to build relationships with the members of the Boston Symphony, mentors, and other Fellows, giving them a taste of what TMC can be. The robust program offered more than 100 exchange meetings, spotlight sessions, master classes, broadcasts, and seminars. While no substitute for rehearsing and performing for a live audience, the Fellows who were geographically dispersed benefited from studying with faculty and mentors and from a wide range of special programs. During the fall/winter season, Tanglewood Learning Institute offered its first (and the BSO's first) year-round programming in the Berkshires. TLI programs included performances and opportunities to explore context and meaning using interdisciplinary approaches. 1,766 people attended 30 events. During the 2020 Tanglewood Online Festival, TLI offered four series: MasterPass: masterclasses with leading artists with TMC Fellows, Boston University Tanglewood Institute students and members of the Tanglewood Festival Chorus. ShopTalks: conversations featured notable artists. TLI Celebrates Beethoven: video presentations and discussions with leading Beethoven scholars celebrated the 250th anniversary of Beethoven's birth; and TLIOpenForum: video presentations and panel discussions explored the intersections between music and other disciplines. Education and Community Engagement: In addition to the live activities noted above, in March, the BSO launched BSO Home School. Every week for 14 weeks, more than 2,200 music teachers and parents received an email with links to wide-ranging high-quality music instruction. The music activities on BSO.org were viewed 68,000 times and found an even broader audience on YouTube, where the BSO's videos were viewed more than 200,000 times. BSO Home School offered 83 educational modules that included 25 lesson plans linked to BSO concerts that were available online, 27 musician tutorials, and 31 videos that provided a range of entry points. During the summer, the BSO worked with WBUR to develop several audio episodes of the Circle Round season featuring BSO musicians. These radio plays were downloaded an extraordinary 400,000 times. Weekly activities were offered for children and families to explore the repertoire offered as part of the Online Tanglewood festival and a special Family Fun Fest highlighted 14 cultural organizations in the Berkshires. These programs were available for free. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,376,403 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,098,170 | RevenueAmt |
| Desc | Historic Preservation and Conservation and Facility Rental: The BSO's two main properties, Symphony Hall and Tanglewood, have long and significant histories and both attract visitors from near and far. Symphony Hall's acoustic qualities have earned it a place among the top three 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 ensembles and presenters, including the Handel and Haydn Society, the Celebrity Series of Boston, and the Boston Youth Symphony Orchestra. The hall has a 2625 seat capacity. Located in the Berkshire hills of Lenox, Massachusetts and established in 1936 by then-Music Director Serge Koussevitzky, Tanglewood is the summer home of the BSO. Its performance venues-Koussevitzky Music Shed, Seiji Ozawa Concert Hall, and Linde Center-and 80 ancillary buildings are located on 526 pastoral acres in the Berkshire hills in western Massachusetts. This summer, the grounds were open for specific days and times for visitors to walk and enjoy. Built in 1938, the Koussevitzky Music Shed is a seasonal hall open on three sides with 5,121 seats and additional seating for more than 10,000 on the surrounding lawn. BSO concerts are performed in the shed. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that provides a venue for chamber music performances and serves as the headquarters of the Tanglewood Music Center. It seats 750 audience members on the orchestra level and an additional 450 in the two balconies, as well as hundreds more on the lawn. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $271,654 | $0 | $101,751 | Electronic Media: As a result the coronavirus pandemic, the BSO was not able to produce performances before a live audience. This was a year when the BSO's digital presence expanded dramatically. The BSO reaches millions who listen via recordings, radio broadcasts, and digital media. Local broadcasts of BSO concerts were heard on 99.5 Classical New England (a subsidiary of public radio station WGBH) and were available to stream via the WGBH website. During the summer, WAMC Northeast Public Radio re-broadcast archival performances on Sunday afternoons reaching audiences across seven mid-Atlantic and New England states and WMHT (public radio out of Schenectady, NY) offered a weekly broadcast featuring TMC. Beginning in March, the BSO's online engagement broadened exponentially. Between March and July, the combined website visitors, video views, emails opened, social media impressions, and audio listens grew to 18.1 million-a 1455% increase from pre-pandemic levels of online engagement. |
| $21,121 | $0 | $49,978 | Merchandise Sales: The Boston Symphony operates retail shops at both Symphony Hall and Tanglewood. These shops sell recordings of the BSO and other featured performers, books, music, posters and clothing and other items that serve to promote and disseminate the name and music of the Boston Symphony, Boston Pops and Tanglewood. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $292,775 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $151,729 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $64,861,537 | 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 | 0 | 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 | 524 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1349 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Evelyn Barnes | PersonNm |
| Phone | 6176389211 | 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 (52 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Mark Volpe | ||||||||
| CEO and President | 50 | 1 | Yes (X) | $996,978 | $0 | $44,926 | ||
| John A Ferrillo Jr | ||||||||
| Principal Oboe | 40 | 0 | $312,521 | $0 | $65,291 | Yes (X) | ||
| Thomas C Rolfs Jr | ||||||||
| Principal Trumpet | 40 | 0 | $290,859 | $0 | $39,294 | Yes (X) | ||
| Elizabeth Rowe | ||||||||
| Principal Flute | 40 | 0 | $286,015 | $0 | $43,632 | Yes (X) | ||
| Evelyn Barnes | ||||||||
| Chief Financial Officer | 50 | 1 | Yes (X) | $283,716 | $0 | $37,633 | ||
| Tamara Smirnova | ||||||||
| Acting Concertmaster | 40 | 0 | $290,900 | $0 | $26,112 | Yes (X) | ||
| Timothy Genis | ||||||||
| Timpanist | 40 | 0 | $278,011 | $0 | $35,560 | Yes (X) | ||
| Bart Reidy | ||||||||
| Clerk of the Board | 50 | 0 | Yes (X) | $252,571 | $0 | $46,815 | ||
| William F Achtmeyer | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Noubar Afeyan | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| David Altshuler | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Gregory E Bulger | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Holly Ambler | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| William N Booth | ||||||||
| 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) | |||
| Cynthia Curme | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| William Curry MD | ||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Alan J Dworsky | ||||||||
| 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) | |||
| Michael Gordon | ||||||||
| 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) | |||
| Brent L Henry | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Albert A Holman III | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Barbara W Hostetter | ||||||||
| Chair-Elect | 2 | $0 | $0 | $0 | Yes (X) | |||
| Giselle J Joffre | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Stephen Kay | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Edmund Kelly | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Stephen W Kidder | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Jeffrey Leiden MD PhD | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Joyce G Linde | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| John M Loder | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Nancy K Lubin | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Joshua A Lutzker | ||||||||
| Treasurer | 2 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carmine A Martignetti | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Robert J Mayer MD | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Susan W Paine | ||||||||
| Chair | 2 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Peter Palandjian | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Pamela L Peedin | ||||||||
| 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) | |||
| Arthur I Segel | ||||||||
| 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) | |||
| D Brooks Zug | ||||||||
| Trustee | 2 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,991,571 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $339,263 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 158 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Andris Nelsons | |||||||||||
| Konzertdirektion Schmid | 40 St Martins Lane | London | UK | UK | WC2N 4ER | Services of A. Nelsons | $810,000 | ||||
| Universal Protection Service LP | |||||||||||
| Contracted security | $569,392 | PO Box 828854 | Philadelphia | PA | 19182 | ||||||
| Creative Artists Agency | |||||||||||
| Manager of Performance Artists | $550,000 | 2000 Avenue of the Stars | Los Angeles | CA | 90067 | ||||||
| Isole Inc | |||||||||||
| Services of K. Lockhart | $463,767 | 252 Kent Street | Brookline | MA | 02446 | ||||||
| Lucznski Brothers | |||||||||||
| Construction services | $332,458 | PO BOX 385 | WILLIAMSTOWN | MA | 01267 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $3,162,473 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $501,314 | GovernmentGrantsAmt |
| All Other Contributions | $45,596,888 | AllOtherContributionsAmt |
| Noncash Contributions | $5,865,349 | NoncashContributionsAmt |
| Total Contributions | $49,260,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & Tours | 900099 | $17,957,578 | $17,957,578 | $0 | $0 |
| Education | 900099 | $285,714 | $285,714 | $0 | $0 |
| Program Advertising | 900099 | $239,061 | $0 | $239,061 | $0 |
| Parking | 900099 | $181,990 | $0 | $0 | $181,990 |
| Electronic Media | 900099 | $101,751 | $101,751 | $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 | $18,766,094 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,888,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$878,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,766,381 | 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 | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,282,295 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,658,958 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,623,337 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,623,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,098,170 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,525,167 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,050,777 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $240,590,799 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,459,978 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,459,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $127,894 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,332,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $274,557 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,162,473 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $328,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,108 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$54,108 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $182,524 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $93,692 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,854 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Food & Beverage | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $504,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $504,070 | ExclusionAmt |
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 | $504,070 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,537,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,493,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$472,248 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,255,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,662,639 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,363,253 | ManagementAndGeneralAmt |
| Fundraising | $299,386 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,010,655 | TotalAmt |
| Program Services | $31,189,980 | ProgramServicesAmt |
| Management And General | $3,163,081 | ManagementAndGeneralAmt |
| Fundraising | $2,657,594 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,234,705 | TotalAmt |
| Program Services | $2,907,747 | ProgramServicesAmt |
| Management And General | $166,255 | ManagementAndGeneralAmt |
| Fundraising | $160,703 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,269,880 | TotalAmt |
| Program Services | $5,215,064 | ProgramServicesAmt |
| Management And General | $442,906 | ManagementAndGeneralAmt |
| Fundraising | $611,910 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,334,271 | TotalAmt |
| Program Services | $2,905,892 | ProgramServicesAmt |
| Management And General | $205,824 | ManagementAndGeneralAmt |
| Fundraising | $222,555 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,657 | TotalAmt |
| Program Services | $8,870 | ProgramServicesAmt |
| Management And General | $83,787 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,227 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $167,227 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,610 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $42,610 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,026 | TotalAmt |
| Program Services | $1,881,026 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,281,265 | TotalAmt |
| Program Services | $5,822,731 | ProgramServicesAmt |
| Management And General | $353,353 | ManagementAndGeneralAmt |
| Fundraising | $105,181 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,428,382 | TotalAmt |
| Program Services | $2,259,931 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $168,451 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,817 | TotalAmt |
| Program Services | $537,745 | ProgramServicesAmt |
| Management And General | $56,613 | ManagementAndGeneralAmt |
| Fundraising | $135,459 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,102 | TotalAmt |
| Program Services | $94,405 | ProgramServicesAmt |
| Management And General | $1,418,262 | ManagementAndGeneralAmt |
| Fundraising | $38,435 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,773 | TotalAmt |
| Program Services | $26,773 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,059,138 | TotalAmt |
| Program Services | $1,480,345 | ProgramServicesAmt |
| Management And General | $1,577,355 | ManagementAndGeneralAmt |
| Fundraising | $1,438 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,514 | TotalAmt |
| Program Services | $1,374,107 | ProgramServicesAmt |
| Management And General | $16,666 | ManagementAndGeneralAmt |
| Fundraising | $14,741 | 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 | $27,255 | TotalAmt |
| Program Services | $21,017 | ProgramServicesAmt |
| Management And General | $6,238 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,528 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $247,528 | 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 | $6,454,130 | TotalAmt |
| Program Services | $5,010,276 | ProgramServicesAmt |
| Management And General | $1,022,323 | ManagementAndGeneralAmt |
| Fundraising | $421,531 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,128 | TotalAmt |
| Program Services | $85,682 | ProgramServicesAmt |
| Management And General | $581,446 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expenses | $1,202,755 | $1,138,542 | $750 | $63,463 |
| Credit Card Fees | $568,518 | $500,162 | $986 | $67,370 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,488,710 | TotalAmt |
| Program Services | $2,401,242 | ProgramServicesAmt |
| Management And General | $1,946,220 | ManagementAndGeneralAmt |
| Fundraising | $141,248 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,833,685 | TotalAmt |
| Program Services | $64,861,537 | ProgramServicesAmt |
| Management And General | $12,820,073 | ManagementAndGeneralAmt |
| Fundraising | $5,152,075 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,442,732 | BOYAmt |
| EOY | $36,092,792 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,213 | BOYAmt |
| EOY | $1,219,608 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,490,405 | BOYAmt |
| EOY | $15,981,287 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,397,962 | BOYAmt |
| EOY | $2,849,861 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,524 | BOYAmt |
| EOY | $578,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,564,843 | BOYAmt |
| EOY | $2,588,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $182,353,509 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,193,552 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,450,398 | BOYAmt |
| EOY | $77,159,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,783,895 | BOYAmt |
| EOY | $72,841,957 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,042,757 | BOYAmt |
| EOY | $375,413,173 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,171,359 | BOYAmt |
| EOY | $40,931,753 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,071,088 | BOYAmt |
| EOY | $625,657,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,039,261 | BOYAmt |
| EOY | $12,554,288 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,702,981 | BOYAmt |
| EOY | $6,220,706 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,078,294 | BOYAmt |
| EOY | $61,849,223 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,820,536 | BOYAmt |
| EOY | $90,624,217 | 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 | $64,154,309 | BOYAmt |
| EOY | $80,888,512 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,096,243 | BOYAmt |
| EOY | $454,144,530 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,250,552 | BOYAmt |
| EOY | $535,033,042 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,071,088 | BOYAmt |
| EOY | $625,657,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,703,517 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,569,237 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $3,509,736 | 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 | $32,924,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,247,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,918,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,423,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,260,675 | CurrentTaxYearAmt |
| Total | $194,774,891 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,924,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,247,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,918,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,423,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,260,675 | CurrentTaxYearAmt |
| Total | $194,774,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,350,534 | SubstantialContributorsTotAmt |
| Public Support Total170 | $172,424,357 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,818,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,080,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,446,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,440,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,950,506 | CurrentTaxYearAmt |
| Total | $28,736,934 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $590,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $573,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,496,632 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $225,008,457 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $193,091,966 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76843 | 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 | $42,610 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $42,610 | 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 historic preservation, tourism, transportation, infrastructure, and education in the context of the arts and nonprofit organizations. A small allocation of the salary of one employee who engaged in lobbying activities on the issues noted above is included in the amount reported. Also, the fee from one consulting firm that has been retained to provide government relations consulting services on the issues noted above is included in the amount reported. In March 2020, the BSO ended its contract with the consulting firm. The BSO pays membership dues to a member organization that engages in lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,898,000 | BeginningYearBalanceAmt |
| Contributions | $8,984,000 | ContributionsAmt |
| Investment Earnings Or Losses | $46,131,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,917,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $478,096,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,546,000 | BeginningYearBalanceAmt |
| Contributions | $6,067,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,517,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,232,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $455,898,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $477,751,000 | BeginningYearBalanceAmt |
| Contributions | $8,862,000 | ContributionsAmt |
| Investment Earnings Or Losses | $30,201,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,268,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $471,546,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,379,000 | BeginningYearBalanceAmt |
| Contributions | $9,932,000 | ContributionsAmt |
| Investment Earnings Or Losses | $51,052,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,612,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $477,751,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $450,319,000 | BeginningYearBalanceAmt |
| Contributions | $7,724,000 | ContributionsAmt |
| Investment Earnings Or Losses | $18,448,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,112,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $446,379,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1134 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4718 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4148 | 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 | $6,749,799 | OtherCostOrOtherBasisAmt |
| Book Value | $6,749,799 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $120,282,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,416,332 | DepreciationAmt |
| Book Value | $53,866,250 | 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 | $43,237,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,921,326 | DepreciationAmt |
| Book Value | $11,315,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,083,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,855,894 | DepreciationAmt |
| Book Value | $5,228,067 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,159,957 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable Alternatives | $309,101,295 | F |
| Illiquid Equities | $35,831,159 | F |
| Real Estate | $11,132,054 | F |
| Real Assets | $10,795,394 | F |
| Investment in 263 Realty Corp & HA LP | $8,553,271 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $375,413,173 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Held by Others | $29,840,521 |
| Assets of Split Interest Agreements | $11,091,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $40,931,753 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Liability for Pension and Post Retirement | Desc |
| Amt | $61,849,223 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,849,223 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $117,303,390 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,569,237 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,925 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $716,613 | OtherRevenueAmt |
| Revenue Not Reported | $26,322,775 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,980,615 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,881,026 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$324,439 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,556,587 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,537,202 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,314,022 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,925 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $324,438 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $361,363 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,952,659 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,881,026 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,881,026 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,833,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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 the general or donor-restricted purposes and is recorded as unrestricted net assets or temporarily restricted net assets, as appropriate. |
| Schedule D, Part VI, Line 1e | Other includes land improvements and related depreciation and construction in progress. |
| Schedule D, Part VII, Line 3 | The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by 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 to 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 the past three years following the date filed by the appropriate tax authorities |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements. |
| Schedule D, Part XI, Line 4b | Cost of goods sold of ($93,693) and reclass of fundraising expense of $(230,746) |
| Schedule D, Part XII, Line 2d | Cost of goods sold of $93,693 and reclass of fundraising expense of $230,746. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $123,949,916 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $21,914,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $145,864,688 | 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opening Gala | Event1Nm |
| Gross Receipts Event1 | $823,496 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $743,812 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,684 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $83,018 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $97,919 | OtherDirectExpensesEvent1Amt |
| Event2 | Corporate Event | Event2Nm |
| Gross Receipts Event2 | $833,860 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $643,886 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $189,974 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $89,739 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $48,987 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,779,674 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,774,775 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,899 | 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 | $7,502 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,437,030 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,162,473 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $274,557 | 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 | $180,259 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $50,487 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $97,919 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $328,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$54,108 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | ||||||||||||||
| CEO and President | $637,687 | $0 | $0 | $0 | $359,291 | $0 | $8,400 | $0 | $36,526 | $0 | $1,041,904 | $0 | $0 | $0 |
| Evelyn Barnes | ||||||||||||||
| Chief Financial Officer | $283,716 | $0 | $0 | $0 | $0 | $0 | $8,400 | $0 | $29,233 | $0 | $321,349 | $0 | $0 | |
| Bart Reidy | ||||||||||||||
| Clerk of the Board | $252,184 | $0 | $0 | $0 | $387 | $0 | $7,350 | $0 | $39,465 | $0 | $299,386 | $0 | $0 | $0 |
| John A Ferrillo Jr | ||||||||||||||
| Principal Oboe | $309,440 | $0 | $0 | $0 | $3,081 | $0 | $35,030 | $0 | $30,261 | $0 | $377,812 | $0 | $0 | $0 |
| Thomas C Rolfs Jr | ||||||||||||||
| Principal Trumpet | $279,019 | $0 | $0 | $0 | $11,840 | $0 | $0 | $0 | $39,294 | $0 | $330,153 | $0 | $0 | $0 |
| Elizabeth Rowe | ||||||||||||||
| Principal Flute | $265,906 | $0 | $0 | $0 | $20,109 | $0 | $27,624 | $0 | $16,008 | $0 | $329,647 | $0 | $0 | $0 |
| Tamara Smirnova | ||||||||||||||
| Acting Concertmaster | $216,805 | $0 | $66,900 | $0 | $7,195 | $0 | $0 | $0 | $26,112 | $0 | $317,012 | $0 | $0 | $0 |
| Timothy Genis | ||||||||||||||
| Timpanist | $233,974 | $0 | $0 | $0 | $44,037 | $0 | $34,506 | $0 | $1,054 | $0 | $313,571 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | In connection with the business needs of the Boston Symphony Orchestra (BSO), 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. 2) In rare instances, the CEO and President's spouse may travel with him for donor cultivation and fundraising purposes. Events attended are related to business purposes of the BSO. Such travel is entered into and substantiated in accordance with the spousal travel policy adopted by the BSO. 3) Housing for Mark Volpe, CEO and President, 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. |
| Schedule J, Part I, Line 4 | The compensation reported for Mark Volpe, CEO and President, for calendar year 2019 includes Base Compensation of $637,687. Other Reportable Compensation includes, 1) taxable fringe in the amount of $23,833 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $19,000 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $316,458 which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal year 2007 in recognition of his 10 years of outstanding service to the BSO. As amended in 2013, the plan is to provide Mr. Volpe an annual retirement benefit at age 60 equal to approximately 50% of the average compensation earned during his last 5 years of employment. An irrevocable portion of this benefit is accrued and paid each year that he is employed. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 121 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,681,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Transportation | 3 | $90,007 | Fair Market Value |
| Yes (X) | Hospitality Goods | 9 | $94,037 | Fair Market Value |
| 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 | FormAndLineReferenceDesc |
| Explanation | Column B responses represent the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise the 153 members of the Boston Symphony Association of volunteers (BSAV), who provide a variety of services both at Symphony Hall and Tanglewood; 44 voting trustees and 224 non-voting members of the governing body. |
| Form 990, Part VI, Section A, Line 2 | Trustee Stephan Kay serves on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employs another trustee, Dr. Robert J. Mayer, MD. |
| Form 990, Part VI, Section A, Line 4 | The bylaws were revised, effective January 22, 2020. The main goals of the revision included: 1) The Trustees Board Chair-Elect, in any, shall be an ex-officio, non-voting member of the Executive Committee; and 2) Increasing the number of the voting members to the Executive Committee. |
| 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 Form 990 is available for review on the site. The final 990 is signed by the Chief Financial Officer and the paid preparer. |
| Form 990, Part VI, Section B, Line 12c | The Boston Symphony Orchestra has a Conflict of Interest Policy that encompasses all employees and board members. The policy requires that Trustees, Officers, Advisors, Ex-Officio board members, members of a committee with board-delegated powers, senior staff members or any other person with substantial influence over the BSO 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 the 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 his or her supervisor, the Director of Human Resources, or the 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, Advisors, Ex-Officio Board members, members of a committee with board delegated powers, senior staff members or any person with substantial influence over the BSO is 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 evaluating 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 2020. |
| 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 upon request. |
| Form 990, Part VII, Section A, Line 1b | Compensation reported is based on the calendar year 2019 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on calendar year 2019 results. |
| Form 990, Part IX, Line 11g | Comprises of $6,461,525 of artistic and other concert related fees. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of ($3,509,736) comprise of the change in value of split interest of (716,613) and retirement plan-related charges and other than net periodic benefit costs of ($2,793,123). |
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 | III-FI | 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 | $1,620,952 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,039,689 | 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 Esatate | MA | Boston Symphony | C | $16,373 | $59,976 | 1 | Yes (1) |
| Trust | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 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 | 0 | 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 | Yes (1) | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 263 HA Limited Partnership | ||
| k | $352,201 | Fair Market Value. |
| 263 HA Limited Partnership | ||
| s | $1,606,039 | Actual partnership distribution. |