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SEATTLE SYMPHONY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SEATTLE SYMPHONY FOUNDATION (EIN 91-1351925)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-13
IRS object ID
201631959349300923
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-13T15:04:57-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

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 1700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

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)
PersonMAUREEN CAMPBELL MELVILLEPersonNm
Person TitleVICE PRESIDENT & CFOPersonTitleTxt
Phone2062154700PhoneNum
Signature2016-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA ELIZABETH J HYREPreparerPersonNm
PTINP00235495PTIN
Phone4254544919PhoneNum
Preparation2016-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

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$7,822,931GrossReceiptsAmt
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 Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,035,645PYContributionsGrantsAmt
CY Contributions Grants$7,125,716CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$739,472PYInvestmentIncomeAmt
CY Investment Income$671,784CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,775,117PYTotalRevenueAmt
CY Total Revenue$7,797,500CYTotalRevenueAmt
PY Grants And Similar Paid$1,681,211PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,700,285CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$205,644PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$258,977CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$119,642PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$65,081CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$360,648CYTotalFundraisingExpenseAmt
PY Other Expenses$148,012PYOtherExpensesAmt
CY Other Expenses$175,079CYOtherExpensesAmt
PY Total Expenses$2,154,509PYTotalExpensesAmt
CY Total Expenses$2,199,422CYTotalExpensesAmt
PY Revenues Less Expenses$4,620,608PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,598,078CYRevenuesLessExpensesAmt
Total Assets BOY$32,513,000TotalAssetsBOYAmt
Total Assets EOY$33,619,268TotalAssetsEOYAmt
Total Liabilities BOY$190,941TotalLiabilitiesBOYAmt
Total Liabilities EOY$310,302TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,322,059NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,308,966NetAssetsOrFundBalancesEOYAmt
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$1,700,285ExpenseAmt
Grant$1,700,285GrantAmt
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$1,700,285TotalProgramServiceExpensesAmt
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 Required0ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
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 Line1MAUREEN CAMPBELL MELVILLEBusinessNameLine1Txt
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 (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEAN-FRANCOIS HEITZ
PRESIDENT2.002.00Yes (X)Yes (X)$0$0$0
KATHLEEN WRIGHT
VICE PRESIDENT2.000.00Yes (X)Yes (X)$0$0$0
MARCO ABBRUZZESE
TREASURER2.002.00Yes (X)Yes (X)$0$0$0
MICHAEL SLONSKI
SECRETARY2.003.00Yes (X)Yes (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
MURIEL VAN HOUSEN
DIRECTOR2.000.00Yes (X)$0$0$0
RICK WHITE
DIRECTOR2.000.00Yes (X)$0$0$0
MAUREEN CAMPBELL MELVILLE
VICE PRESIDENT & CFO5.0045.00Yes (X)$0$131,689$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$131,689TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$235FederatedCampaignsAmt
All Other Contributions$7,125,481AllOtherContributionsAmt
Noncash Contributions$1,025,431NoncashContributionsAmt
Total Contributions$7,125,716TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$671,760TotalRevenueColumnAmt
Exclusion$671,760ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,455SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$25,431SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24TotalRevenueColumnAmt
Exclusion$24ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,797,500TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$671,784ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,700,285TotalAmt
Program Services$1,700,285ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$258,977TotalAmt
Fundraising$258,977FundraisingAmt

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$30,865TotalAmt
Management And General$30,865ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$65,081TotalAmt
Fundraising$65,081FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,406TotalAmt
Management And General$7,151ManagementAndGeneralAmt
Fundraising$1,255FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,923TotalAmt
Fundraising$15,923FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$400TotalAmt
Management And General$400ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
FOOD & BEVERAGE$16,059$16,059
DUES & SUBSCRIPTIONS$2,163$2,163
TRAINING$1,190$1,190

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$73TotalAmt
Management And General$73ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,199,422TotalAmt
Program Services$1,700,285ProgramServicesAmt
Management And General$138,489ManagementAndGeneralAmt
Fundraising$360,648FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,128BOYAmt
EOY$1,549,272EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$815,845BOYAmt
EOY$512,209EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,715,261BOYAmt
EOY$5,553,647EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,800,000BOYAmt
EOY$3,440,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,575,071BOYAmt
EOY$21,060,069EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$586,695BOYAmt
EOY$1,504,071EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,513,000BOYAmt
EOY$33,619,268EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$127,609EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,941BOYAmt
EOY$182,693EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,941BOYAmt
EOY$310,302EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,971,924BOYAmt
EOY$5,535,312EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,065,756BOYAmt
EOY$508,056EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,284,379BOYAmt
EOY$27,265,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,322,059BOYAmt
EOY$33,308,966EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,513,000BOYAmt
EOY$33,619,268EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,598,078ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$472,559NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,138,612OtherChangesInNetAssetsAmt
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$2,199,422SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,199,422SupportSumAmt
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 11H, COLUMN (VII);FormAndLineReferenceDesc
ExplanationAMOUNT OF SUPPORT PAID: GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,700,285 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 499,137 TOTAL: 2,199,422ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,155,564BeginningYearBalanceAmt
Contributions$285ContributionsAmt
Investment Earnings Or Losses$198,915InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,640,285GrantsOrScholarshipsAmt
Administrative Expenses$499,137AdministrativeExpensesAmt
End Year Balance$26,215,342EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,324,926BeginningYearBalanceAmt
Contributions$58,046ContributionsAmt
Investment Earnings Or Losses$2,530,019InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,857,385GrantsOrScholarshipsAmt
Other Expenditures$561,646OtherExpendituresAmt
Administrative Expenses$339,208AdministrativeExpensesAmt
End Year Balance$25,154,752EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,300,209BeginningYearBalanceAmt
Contributions$116,581ContributionsAmt
Investment Earnings Or Losses$2,160,329InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,332,620GrantsOrScholarshipsAmt
Administrative Expenses$137,375AdministrativeExpensesAmt
End Year Balance$25,107,124EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,644,758BeginningYearBalanceAmt
Contributions$4,010,454ContributionsAmt
Investment Earnings Or Losses$2,294,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$500,000GrantsOrScholarshipsAmt
Administrative Expenses$149,042AdministrativeExpensesAmt
End Year Balance$25,300,209EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.21110BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.78480PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00410TermEndowmentBalanceEOYPct
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$182,693Amt
FieldValueIRS element (for citing)
Total Liability$182,693TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,486,044TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$472,559NetUnrealizedGainsInvstAmt
Other Revenue-$5,838,897OtherRevenueAmt
Revenue Not Reported-$6,311,456RevenueNotReportedAmt
Revenue Subtotal$7,797,500RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,797,500TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$499,137TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$499,137ExpensesSubtotalAmt
Other Expenses Not Included$1,700,285OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,700,285ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,199,422TotalExpensesPerForm990Amt

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 15,502. TRANSFERS FOR SYMPHONY OPERATIONS -1,700,285. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -4,154,114.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TRANSFERS FOR SYMPHONY OPERATIONS 1,700,285.

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

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMPBELL & COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE E WACKER SUITE 3350AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
ActivityCAPITAL CAMPAIGN CONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$65,081RetainedByContractorAmt
Net To Organization-$65,081NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$65,081TotalRetainedByContractorsAmt
Total Net To Organization-$65,081TotalNetToOrganizationAmt
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 Section509(A)(1)IRCSectionDesc
Cash Grant$1,700,285CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$25,431NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.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 4 VOLUNTEERS SERVING ON THE INVESTMENT ADVISORY COMMITTEE DURING THE YEAR.
FORM 990, PART VI, SECTION A, LINE 2JEAN-FRANCOIS HEITZ, MARCO ABBRUZZESE, JAMES BIANCO, BRIAN GRANT, LAUREL NESHOLM, MICHAEL SLONKSI, 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 11PRIOR TO FILING, THE CONTROLLER AND THE VICE PRESIDENT OF FINANCE 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 15,502. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -4,154,114.

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 90SEATTLE 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