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SEATTLE SYMPHONY FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SEATTLE SYMPHONY FOUNDATION (EIN 91-1351925)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-07-15
IRS object ID
201901969349301625
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-15T13:19:59-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911351925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE SYMPHONY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEATBusinessNameControlTxt
Phone2062154700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21906AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981113906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN-FRANCOIS HEITZPersonNm
Person TitleCHAIRPersonTitleTxt
Phone2062154700PhoneNum
Signature2019-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA ELIZABETH J HYREPreparerPersonNm
PTINP00235495PTIN
Phone4254544919PhoneNum
Preparation2019-07-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-09IPDt
IP Tm12:14:35IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDE1D2BBAE0F1147E7A7EA18DABEA7E867F199504AtSubmissionCreationDeviceId
At Submission Filing Device Id00A7300E43E73FAEAEBEB9E0895558C2993B7DE4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEAN-FRANCOIS HEITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21906AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981113906ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$921,273GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SEATTLESYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$297,056PYContributionsGrantsAmt
CY Contributions Grants$302,811CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$678,812PYInvestmentIncomeAmt
CY Investment Income$618,462CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$975,868PYTotalRevenueAmt
CY Total Revenue$921,273CYTotalRevenueAmt
PY Grants And Similar Paid$1,515,848PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,520,981CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$256,560PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$330,630CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$142,798PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$168,949CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$500,396CYTotalFundraisingExpenseAmt
PY Other Expenses$249,410PYOtherExpensesAmt
CY Other Expenses$269,191CYOtherExpensesAmt
PY Total Expenses$2,164,616PYTotalExpensesAmt
CY Total Expenses$2,289,751CYTotalExpensesAmt
PY Revenues Less Expenses-$1,188,748PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,368,478CYRevenuesLessExpensesAmt
Total Assets BOY$36,046,080TotalAssetsBOYAmt
Total Assets EOY$36,767,447TotalAssetsEOYAmt
Total Liabilities BOY$298,875TotalLiabilitiesBOYAmt
Total Liabilities EOY$239,972TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,747,205NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,527,475NetAssetsOrFundBalancesEOYAmt
MissionTHE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,520,981ExpenseAmt
Grant$1,520,981GrantAmt
DescTHE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS.Desc
Total Program Service Expenses$1,520,981TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERONNE WONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062154700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 UNIVERSITY STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEAN-FRANCOIS HEITZ
CHAIR2.002.00Yes (X)Yes (X)$0$0$0
KATHLEEN WRIGHT
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
MICHAEL SLONSKI
TREASURER2.003.00Yes (X)Yes (X)$0$0$0
MURIEL VAN HOUSEN
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
LESLIE JACKSON CHIHULY
DIRECTOR2.005.00Yes (X)$0$0$0
JAMES BIANCO
DIRECTOR2.002.00Yes (X)$0$0$0
BRIAN GRANT
DIRECTOR2.002.00Yes (X)$0$0$0
J PIERRE LOEBEL
DIRECTOR2.000.00Yes (X)$0$0$0
LAUREL NESHOLM
DIRECTOR2.002.00Yes (X)$0$0$0
DAVID TAN
DIRECTOR2.000.00Yes (X)$0$0$0
RICK WHITE
DIRECTOR2.000.00Yes (X)$0$0$0
SIMON WOODS
PRESIDENT & CEO THRU 01/181.0050.00Yes (X)$0$443,798$41,184
MAUREEN CAMPBELL MELVILLE
VICE-PRESIDENT & CFO5.0050.00Yes (X)$0$163,935$14,904
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$607,733TotReportableCompRltdOrgAmt
Total Other Compensation$56,088TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$302,811AllOtherContributionsAmt
Total Contributions$302,811TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$618,462TotalRevenueColumnAmt
Exclusion$618,462ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$921,273TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$618,462ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,520,981TotalAmt
Program Services$1,520,981ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$330,630TotalAmt
Fundraising$330,630FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Management And General$100,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,877TotalAmt
Management And General$33,877ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$168,949TotalAmt
Fundraising$168,949FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,011TotalAmt
Management And General$7,011ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$127,486TotalAmt
Management And General$127,486ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES & SUBSCRIPTIONSDesc
Total$817TotalAmt
Fundraising$817FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,289,751TotalAmt
Program Services$1,520,981ProgramServicesAmt
Management And General$268,374ManagementAndGeneralAmt
Fundraising$500,396FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,569,883BOYAmt
EOY$888,653EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,422,862BOYAmt
EOY$439,637EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,168,400BOYAmt
EOY$7,484,557EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,089BOYAmt
EOY$2,090EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,080,000BOYAmt
EOY$2,720,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,531,310BOYAmt
EOY$24,067,703EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,271,536BOYAmt
EOY$1,164,807EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,046,080BOYAmt
EOY$36,767,447EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$149,150BOYAmt
EOY$151,745EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$149,725BOYAmt
EOY$88,227EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$298,875BOYAmt
EOY$239,972EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,618,080BOYAmt
EOY$5,696,790EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$466,490BOYAmt
EOY$488,357EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,662,635BOYAmt
EOY$30,342,328EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,747,205BOYAmt
EOY$36,527,475EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,046,080BOYAmt
EOY$36,767,447EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,368,478ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,715,760NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$432,988OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE SYMPHONY ORCHESTRABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN910667412EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$2,289,751SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,289,751SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART I, LINE 11G, COLUMN (V);FormAndLineReferenceDesc
ExplanationAMOUNT OF SUPPORT PAID: GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,520,981 EXPENSES PAID ON BEHALF OF SEATTLE SYMPHONY ORCHESTRA: 768,770 TOTAL: 2,289,751ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,379,777BeginningYearBalanceAmt
Contributions$398,238ContributionsAmt
Investment Earnings Or Losses$2,333,565InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,460,981GrantsOrScholarshipsAmt
Administrative Expenses$768,696AdministrativeExpensesAmt
End Year Balance$27,881,903EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,890,719BeginningYearBalanceAmt
Contributions$220,324ContributionsAmt
Investment Earnings Or Losses$2,373,276InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,455,848GrantsOrScholarshipsAmt
Administrative Expenses$648,694AdministrativeExpensesAmt
End Year Balance$27,379,777EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,370,239BeginningYearBalanceAmt
Contributions$664,585ContributionsAmt
Investment Earnings Or Losses$1,897,287InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,425,915GrantsOrScholarshipsAmt
Administrative Expenses$615,477AdministrativeExpensesAmt
End Year Balance$26,890,719EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,155,564BeginningYearBalanceAmt
Contributions$155,182ContributionsAmt
Investment Earnings Or Losses$198,915InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,640,285GrantsOrScholarshipsAmt
Administrative Expenses$499,137AdministrativeExpensesAmt
End Year Balance$26,370,239EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,154,752BeginningYearBalanceAmt
Contributions$975,645ContributionsAmt
Investment Earnings Or Losses$4,119,676InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,621,211GrantsOrScholarshipsAmt
Administrative Expenses$473,298AdministrativeExpensesAmt
End Year Balance$28,155,564EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20430BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.78950PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00630TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescGIFT ANNUITY PAYABLEDesc
Amt$88,227Amt
FieldValueIRS element (for citing)
Total Liability$88,227TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,549,040TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,715,760NetUnrealizedGainsInvstAmt
Other Revenue-$1,087,993OtherRevenueAmt
Revenue Not Reported$627,767RevenueNotReportedAmt
Revenue Subtotal$921,273RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$921,273TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$768,770TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$768,770ExpensesSubtotalAmt
Other Expenses Not Included$1,520,981OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,520,981ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,289,751TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 86,331. TRANSFERS FOR SYMPHONY OPERATIONS -1,520,981. ADJUSTMENT FOR PRESENT VALUE DISCOUNT 346,657.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TRANSFERS FOR SYMPHONY OPERATIONS 1,520,981.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CAMPBELL & CO
ONE E WACKER SUITE 3350CHICAGOIL60601CAPITAL CAMPAIGN CONSULTING0$0$37,085-$37,085
LEGACY LEADERS
350 N ORLEANS STREET SUITE 9000NCHICAGOIL60654PLANNED GIVING CAMPAIGN0$0$115,000-$115,000
FieldValueIRS element (for citing)
Total Retained By Contractors$152,085TotalRetainedByContractorsAmt
Total Net To Organization-$152,085TotalNetToOrganizationAmt
Licensed StatesWALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE SYMPHONY ORCHESTRABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21906AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981113906ZIPCd
FieldValueIRS element (for citing)
Recipient EIN910667412RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,520,981CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART IIFormAndLineReferenceDesc
ExplanationTHE FUNDS THAT ARE TRANSFERRED ARE BASED ON A 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE, AND UP TO 7.5% OF THE AVERAGE IS DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SIMON WOODS
PRESIDENT & CEO THRU 01/18$0$443,798$0$0$0$0$0$0$0$0$0$443,798$0$0
MAUREEN CAMPBELL MELVILLE
VICE-PRESIDENT & CFO$0$163,935$0$0$0$0$0$6,552$0$8,352$0$178,839$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCH J, PART II:FormAndLineReferenceDesc
ExplanationCOMPENSATION FOR THE VICE PRESIDENT & CFO IS REVIEWED AND ESTABLISHED BY THE SEATTLE SYMPHONY ORCHESTRA, INC., A RELATED ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:THERE WERE 11 VOLUNTEER BOARD MEMBERS AND 3 VOLUNTEERS SERVING ON THE INVESTMENT ADVISORY COMMITTEE DURING THE YEAR.
FORM 990, PART VI, SECTION A, LINE 2JEAN-FRANCOIS HEITZ, MICHAEL SLONSKI, LESLIE JACKSON CHIHULY, JAMES BIANCO, BRIAN GRANT, LAUREL NESHOLM, AND MAUREEN CAMPBELL MELVILLE HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE BYLAWS ALLOW FOR THE SEATTLE SYMPHONY ORCHESTRA, THE SUPPORTED ORGANIZATION, TO SELECT SIX BOARD MEMBERS FOR THE SEATTLE SYMPHONY FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING, THE CONTROLLER AND THE VICE PRESIDENT & CFO CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD PRESIDENT AND AUDIT COMMITTEE ALSO REVIEW THE REPORT PRIOR TO FILING. A PUBLIC DISCLOSURE COPY OF THE RETURN IS AVAILABLE TO ALL BOARD MEMBERS AT THE SEATTLE SYMPHONY FOUNDATION'S OFFICES.
FORM 990, PART VI, SECTION B, LINE 12CTHE INTERESTED PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE DIRECTORS OF THE SEATTLE SYMPHONY FOUNDATION. AFTER A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, A DISINTERESTED PERSON OR COMMITTEE INVESTIGATES THE POTENTIAL CONFLICT AND DETERMINES IF ANY ALTERNATIVE SOLUTIONS ARE AVAILABLE. IF A MORE ADVANTAGEOUS TRANSACTION IS AVAILABLE THAT DOES NOT GIVE RISE TO A CONFLICT OF INTEREST, THAT ALTERNATIVE IS PREFERRED. IF AN ALTERNATIVE IS NOT AVAILABLE, THE ISSUE IS DISCUSSED WITH THE BOARD OF DIRECTORS. THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE FOUNDATION AND FOR ITS OWN BENEFIT.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION B, LINES 13-14;THE FOUNDATION FOLLOWS THE POLICIES AND PROCEDURES OF THE SEATTLE SYMPHONY ORCHESTRA REGARDING WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION. THESE POLICIES AND PROCEDURES ARE IN PLACE PRIMARILY DUE TO 1) A MAJORITY OF THE FOUNDATION DIRECTORS ARE ALSO DIRECTORS OF THE SYMPHONY, AND 2) MANAGEMENT SERVICES FOR THE FOUNDATION ARE PROVIDED BY SYMPHONY STAFF.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 86,331. ADJUSTMENT FOR PRESENT VALUE DISCOUNT 346,657.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SEATTLE SYMPHONY ORCHESTRA
PO BOX 21906SEATTLEWA981113906910667412ORCHESTRAWA501(C)(3)LINE 7N/A0
BH MUSIC CENTER
PO BOX 21906SEATTLEWA981113906911704263OPERATION OF CONCERT HALLWA501(C)(3)LINE 110SEATTLE SYMPHONY ORCHESTRA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE LEAD ANNUITY TRUST (1)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21906AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98111ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd