BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-02
- IRS object ID
- 201521879349300812
- Schema version
- 2013v4.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T13:43:43-07:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas D May | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6172661492 | PhoneNum |
| Signature | 2015-06-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Volpe | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $222,726,901 | 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 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 and presenting this music to the widest audience possible. BSO concerts include: the Boston Symphony winter season in Symphony Hall in Boston; the Boston Symphony's summer festival at Tanglewood, its outdoor summer home in Lenox and Stockbridge, Massachusetts; and Boston Pops concerts in Symphony Hall that reach a third audience for whom orchestral music may not be as familiar. Additionally, an array of BSO education and community engagement programs are held each year that are intended to serve as a resource for educators, families and students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1217 | TotalEmployeeCnt |
| Total Volunteers | 1231 | TotalVolunteersCnt |
| Total Gross UBI | $1,743,436 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $595,756 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,806,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,175,439 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,064,971 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,166,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,183,856 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,418,951 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,001,754 | PYOtherRevenueAmt |
| CY Other Revenue | $4,893,386 | CYOtherRevenueAmt |
| PY Total Revenue | $98,057,222 | PYTotalRevenueAmt |
| CY Total Revenue | $100,653,882 | 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 | $49,414,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,277,189 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,289,352 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,794,023 | PYOtherExpensesAmt |
| CY Other Expenses | $41,266,212 | CYOtherExpensesAmt |
| PY Total Expenses | $87,208,693 | PYTotalExpensesAmt |
| CY Total Expenses | $88,543,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,848,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,110,481 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $524,519,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $571,114,027 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,670,303 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,428,654 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $467,849,199 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $511,685,373 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Boston Symphony Orchestra 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 and presenting this music to the widest audience possible. BSO concerts include: the Boston Symphony winter season in Symphony Hall in Boston; the Boston Symphony's summer festival at Tanglewood, its outdoor summer home in Lenox and Stockbridge, Massachusetts; and Boston Pops concerts in Symphony Hall that reach a third audience for whom orchestral music may not be as familiar. Additionally, an array of BSO education and community engagement programs are held each year that are intended to serve as a resource for educators, families and students. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,167,101 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $36,836,390 | RevenueAmt |
| Desc | Orchestra Music Programs: Founded in 1881, 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. Recognized as one of the world's finest orchestras, the BSO presents an average of 27 programs in approximately 100 concerts at Symphony Hall between September and April each year that embrace the full range of orchestral repertoire. Another 34 concerts are presented each summer at Tanglewood, the BSO's summer music festival in western Massachusetts. The BSO also offers an annual series of concerts in New York's Carnegie Hall, 15 Youth and Family Concerts, and a series of three open rehearsals for high school students. Following the close of the BSO's winter season through early July and during the December holiday season, the Boston Pops give approximately eighty concerts. All told, the BSO is one of the world's largest orchestral operations and the fourth-largest performing arts institution in the United States. The BSO's 2013-14 subscription season marked the orchestra's 133rd year. During the 2013-14 season, the Orchestra's level of playing remained exemplary, with concerts in Boston and New York receiving audience acclaim and many positive press notices. Highlights of the season included two Symphony Hall appearances by Andris Nelsons, including a concert opera performance of Strauss's Salome on March 6 that met with resounding acclaim from audiences and critics. Additional highlights included: in early 2014, La Pasion segun San Marcos by Golijov, conducted by Robert Spano and featuring the BSO along with a unique and talented cast of stylistically diverse performers; a consummate performance of an all-Ravel program (reprised at Carnegie Hall) conducted by Bernard Haitink, January 30-February 1; a special presentation of West Side Story with live orchestral performance by the BSO, conducted by David Newman, February 14-16; two world premieres of new orchestral pieces in Symphony Hall, Bernard Rands' Concerto for Piano and Orchestra (featuring Jonathan Biss) and Mark Neikrug's Concerto for Bassoon and Orchestra (featuring the BSO's own Richard Svoboda), both BSO co-commissions, and the American premiere of Turnage's Speranza, also a BSO co-commission. Following the end of the BSO's 2013-14 season in Symphony Hall on April 26, the orchestra toured China and Japan, May 1-11, under the direction of Lorin Maazel, returning to China for the first time since its historic first visit there with Seiji Ozawa in 1979. The orchestra performed in Beijing, Shanghai, and Tokyo. The 2014 Tanglewood season opened on July 5, 2014. The BSO with guest soloist Renee Fleming performed beloved American works of the concert hall and opera stage with guest conductors William Eddins and Rob Fisher. As in years past, the nation's premiere summer music festival built its season around a rich, varied selection of orchestral repertoire, interspersed with opera, chamber music, solo recitals, and popular artists. This blend of genres allows Tanglewood to showcase the talents of the world's leading musicians, which this season included singer-songwriter James Taylor, vocal ensemble Chanticleer, the Sequentia Ensemble for Medieval music, the Knights with soprano Dawn Upshaw, and beloved jazz vocalist Tony Bennett, among others. This summer at Tanglewood Andris Nelsons conducted his first Tanglewood performances since his appointment as Music Director, including a gala performance on July 12 and a concert featuring violinist Joshua Bell on July 20. Additional BSO highlights at Tanglewood included Mahler Symphony No. 2 under the baton of Manfred Honeck (substituting for Christoph von Dohnanyi) on July 26, an all-Tchaikovsky program featuring guest soloist Yo-Yo Ma on August 10, a concert performance of Bernstein's complete Candide on August 16, and several excellent and well-received performances by the Tanglewood Music Center Orchestra, including a wonderful all-Berlioz program led by French conductor Stephane Deneve. Throughout its history, the BSO has enabled the creation of hundreds of works, many of which have become landmarks in orchestral repertoire. BSO has commissioned and presented more than 400 U.S. and world premieres, including major works by Prokofiev, Stravinsky, Bartok, Carter, Copland, Gershwin and Harbison, among many others. Several BSO commissions have become landmarks of the 20th Century orchestral repertoire, including Stravinsky's Symphony of Psalms, Bartok's Concerto for Orchestra, and Bernstein's Symphony No. 3, Kaddish. More recently, Yehudi Wyner's piano concerto, Chiavi in mano, was recognized with the Pulitzer Prize, and Peter Lieberson's Neruda Songs has become a commercial success. During the 2013-14 BSO season in Symphony Hall, as mentioned above, the orchestra presented world premieres by Bernard Rands and Mark Neikrug and an American premiere by Mark-Anthony Turnage. The Boston Pops continued to broaden the boundaries of the orchestral genre, incorporating new styles, collaborating with popular entertainers, and helping new generations of listeners to discover orchestral music. Under the direction of Conductor Keith Lockhart, the Boston Pops' FY14 season included the 2013 Holiday Pops season, the Spring Pops season in May and June, the famous Fourth of July concert on Boston's Charles River Esplanade (held on July 3, 2014 due to weather), and performances on tour as well as at Tanglewood. The Spring Pops season focused on the theme The Very Best of the Boston Pops. Highlights of the season included the Boston debut of "Cirque de la Symphony," a fusion of circus and orchestra featuring aerial flyers, acrobats, contortionists, dancers, jugglers, balancers, and strongmen, all synchronized with live orchestral performance, a screening of the complete Wizard of Oz with live orchestra accompaniment, "Gatsby Night," a set of three 1920's-style concerts featuring the Boston Pops and New York-based jazz band The Hot Sardines in their Pops debut, and Melissa Etheridge making her first appearances with orchestra, including a Pops performance with students from her alma mater, the Berklee College of Music, on June 12. Despite the change of date due to inclement weather, the first-ever live web broadcast of the July Esplanade concert, which featured performances by the Boston Pops, the Beach Boys, Megan Hilty, and the Boston Children's Chorus, was a great success. The live broadcast reached approximately 35,000, and the on-demand stream via BostonPopsJuly4th.org, BostonPops.org/MediaCenter, and YouTube reached an audience of more than 1.3 million. We are especially pleased that this activity brought Massachusetts cultural product to more than 1,000,000 out of state viewers. On the road, the Boston Pops returned to the Southwest and California in November, 2013 for the first time in several years, a tour that was a well-received by both audiences and critics. For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was more than 1 million. BSO concerts from Symphony Hall (Saturday evenings) and Tanglewood (Saturdays and Sundays) were also heard throughout southern New England in weekly live radio broadcasts over Classical New England 99.5 (formerly WCRB, now a subsidiary of WGBH), in addition to reaching a global audience through live, online streaming on the WGBH website. Saturday-evening concerts during the Boston Pops' season were also broadcast live over Classical New England 99.5. A few days following, streaming of the recorded program becomes available via the BSO Media Center at www.bso.org/media. Streams remain available via bso.org/mediacenter for up to a year after the original performance, surpassing the usual industry standard of just a few weeks. The core Symphony Hall audience comes from the Greater Boston area, and nearly 70 percent of the Tanglewood audience comes from outside Massachusetts. The BSO actively works to cultivate new and non-traditional audiences - especially for new music - through targeted community engagement activities. The institution has well-established collaborations with public schools, colleges, music schools, and community organizations throughout the Greater Boston area that allow it to interact directly and on a regular basis with the audiences it wishes to cultivate. According to an independent economic-impact study released in 2008, the BSO generates $136 million annually for the Boston-area economy and another $61 million for the Berkshire County economy during the 10 weeks that the orchestra is in residence at Tanglewood. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,946,280 | ExpenseAmt |
| Revenue | $443,986 | RevenueAmt |
| Desc | Education: Education is integral to the BSO's mission and comprises two main components: 1) training of young professional musicians at the Tanglewood Music Center, the BSO's world-renowned summer academy for advanced musical study; and 2) Education and Community Engagement programs that offer individuals of all backgrounds, at all stages of life, an opportunity to develop their relationship with the BSO and build their ownership of and engagement with orchestral music through high quality, relevant, multileveled, and interactive education and community engagement experiences. Over the past seven decades, the Tanglewood Music Center (TMC) has established itself as the preeminent professional music-training center of its kind, and its alumni have shaped and changed the musical landscape in all parts of the world. The TMC program is truly unique, having a fully-integrated relationship with a world-class symphony orchestra, continuously drawing on the musicians, ideas, and resources of the BSO, and enlisting the participation of its artists to create and contribute to the educational experience of young musicians in the most profound manner. The mission of the TMC is to serve as a bridge from the conservatory to the professional world, allowing young musicians of the highest promise to gain access to the guidance of the music world's most esteemed senior professionals. The relationships cultivated at the TMC offer direct entrée to upper levels of the profession. Upon completing their time at TMC, TMC "fellows" are deemed to have all of the requisite skill and training for highly successful careers as performing musicians. Since its inception the TMC has also functioned as a think tank in which faculty are encouraged to pursue directions that will open new avenues in the field. The principal areas of study and performance at the TMC are orchestral and chamber music, with a heavy emphasis on contemporary music, vocal repertoire including art song and opera (also involving instrumentalists), composition, and conducting. In the summer of 2014, 139 accomplished fellows studied and performed for eight weeks under the direction of 60 resident and guest faculty members and members of the Boston Symphony Orchestra. Participating fellows represented 27 states and 16 foreign countries. Performance and study of new music, always central to the TMC methodology, were programmed throughout the summer, and the TMC fellows played a prominent role in Tanglewood's annual Festival of Contemporary Music (FCM). Between July 17-21, 2014, the TMC presented five days of artistically excellent performances of important contemporary repertoire that reached an audience of 3,674. Composers John Harbison and Michael Gandolfi co-directed the FCM in 2014. Some 35,000 people participate each year in an array of BSO Education and Community Engagement programs intended to serve as a resource for educators, families, and students. BSO education programs welcome and include individuals of all backgrounds and learning styles, at all points in their relationship with orchestral music, and connect with residents in a wide range of communities across their lifespans. During FY2014 the BSO offered, among other programs, a total of fourteen Youth and Family Concerts attended by more than 27,000. Through a special initiative for Boston Public School students, the BSO fully underwrites admission to the Youth Concerts for BPS groups. In 2014 this program served more than 2,000 urban children in third through twelfth grades. The BSO's High School Open Rehearsals, a relatively new initiative launched in FY08 that brings interested teenagers to Symphony Hall to observe how the orchestra prepares its repertoire, were attended by more than 3,000 students. The BSO has offered a Concerto Competition for advanced high-school instrumentalists (piano, strings, winds, and brass) since 1959 when Harry Ellis Dickson founded the BSO's current Youth Concerts series. Two first-place awards are now offered. Each award includes a cash prize as well as a performance at a Boston Symphony Family Concert or a Boston Pops concert. Second- and third-place winners receive small cash prizes. Over the years, a number of Concerto Competition winners have gone on to careers as soloists, orchestral musicians, or teachers, including longtime BSO Assistant Principal Bass Larry Wolfe and National Symphony Orchestra Concertmaster Nurit Bar-Josef. In the summer of 2014, Days in the Arts (DARTS) continued to provide students from across Massachusetts with intensive, hands-on experiences in the arts. For eight weeks each July and August, DARTS draws upon the richly diverse resources of the Boston Symphony Orchestra and the world-class cultural institutions of the Berkshires, offering a unique opportunity for students to experience the arts and to discover and explore their own creative potentials in a supportive, non-judgmental environment. Participants are students entering the fifth, sixth, and seventh grades, drawn from urban, suburban, and rural communities across Massachusetts. In 2014, DARTS enrolled a total of 395 children for eight one-week sessions. During each session, the students explored an artistic discipline through a variety of age-appropriate themes. Included in the program was an average of three field trips per week to such local arts institutions as Jacob's Pillow Dance Festival and the Norman Rockwell Museum. Each student successfully produced an end-of-the-week presentation that incorporated their discipline and the theme of the week. They also participated in daily creative-writing sessions and kept a journal of their experiences at DARTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,378,725 | ExpenseAmt |
| Revenue | $1,447,436 | RevenueAmt |
| Desc | Historic Preservation and Conservation and Facility Rental: Symphony Hall has long been considered the finest concert hall in the United States, and its spectacular acoustic qualities have earned it a place among the top three concert auditoriums in the world, a fact underscored by the hall's designation as a National Historic Landmark in 1999. Symphony Hall resonates with over a century of great performances by leading artists, the musical vibrancy of the 20th century, and the important voices of history. It is a familiar location for millions of viewers nationwide who have watched "Evening at Pops" on PBS. Since 1900, virtually all of the world's great concert artists have appeared (and continue to appear) on the Symphony Hall stage, either with the BSO or in solo recitals. Touring ensembles have also taken advantage of the hall's acoustics, from renowned symphony orchestras to the U.S. Marine Band. The hall is also the main performance venue for a number of ensembles and presenters, including the Handel & Haydn Society, one of the nation's first permanent performing groups, established in 1815. Symphony Hall is also the primary venue for the Celebrity Series of Boston and the Boston Youth Symphony Orchestras. Frequently used as a civic auditorium, Symphony Hall has hosted many non-musical events that bear upon U.S. history and reflect the development of the United States as a world leader. In the early years of the 20th century, the hall served as a place to honor and present the luminaries of that era. World figures in politics and literature have lectured in Symphony Hall regularly, and controversial social issues were also given their due in debates. Tanglewood is the summer performance home of the Boston Symphony Orchestra and is located in Lenox, Massachusetts, amid the scenic splendor of the Berkshire hills. Established in 1936 by then-BSO Music Director Serge Koussevitzky, Tanglewood is now one of the world's preeminent summer music festivals. Tanglewood is also a festival renowned for its vital role in the development of America's contributions to music. Tanglewood attracts more than 350,000 visitors from around the world annually, and presents ten weeks of diverse programming each summer, the central feature of which is approximately two dozen BSO concerts featuring the finest classical music and the most esteemed conductors and soloists. The festival also includes a weekly chamber music series, solo recitals by acclaimed artists, some forty concerts and recitals by fellows of the Tanglewood Music Center, the weeklong Festival of Contemporary Music, and a Popular Artists Series. Comprising the former Tanglewood and Highwood estates, Tanglewood covers more than 500 scenic acres and remains open to the public year-round, much like a state park. There are 23 buildings on the grounds, including three principal performance venues: the Koussevitzky Music Shed and Seiji Ozawa Concert Hall. Built in 1938 from plans by Eliel Saarinen, the Koussevitzky Music Shed is a seasonal hall that is open on three sides and has 5,121 seats with additional seating for more than 10,000 on the adjacent lawn. All BSO and visiting orchestra concerts are performed in the shed. Opened in 1994, Seiji Ozawa Hall provides a venue for the Tanglewood festival's solo and chamber music performances, including Friday-evening prelude concerts. The brick and wood structure also provides space for rehearsals by Tanglewood's guest artists, serves as the headquarters of the Tanglewood Music Center, and acts as a recording facility. It seats up to 750 audience members on the orchestra level and an additional 450 in the two balconies, as well as hundreds more on the adjacent lawn. During FY14, in accordance with the Boston Symphony Orchestra's master plan for facilities in Boston and at Tanglewood, the BSO completed a major renovation and expansion of the Tanglewood Festival Chorus rehearsal room and the relocation and upgrading of the BSO Archives to a new, state-of-the-art and climate-controlled space. At Tanglewood, facilities and restoration work included the first phase of crucial work on the exterior of Seiji Ozawa Hall. A recent engineering evaluation of the structure revealed extensive premature deterioration to its masonry and exterior envelope due to extreme weather conditions in the Berkshires region. This work constituted one of the highest-priority capital projects for the Tanglewood facility during FY14. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $704,986 | $143,344 | Electronic Media: During FY14, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on 99.5 Classical New England (formerly WCRB, now a subsidiary of public radio station WGBH) and streamed live online streaming via the WGBH website. A few days following, streaming of the recorded program becomes available via the BSO Media Center at www.bso.org/media. Streams remain available via bso.org/mediacenter for up to a year after the original performance, surpassing the usual industry standard of just a few weeks.The BSO reaches more than 7 million music lovers worldwide each year through its ever-expanding internet presence at www.bso.org, www.bostonpops.org, and www.tanglewood.org. The BSO's online music store, the BSO Digital Music Service, offers exclusive music produced by the BSO and Boston Pops for purchase and download, as well as a digital music subscription service. Since its launch in 2008, the BSO's digital music store has facilitated the download hundreds of thousands of digital items. The BSO's online Media Center also offers access to the orchestra's popular podcast series and streams of special audio and video content tailored to expand the global reach of the orchestra's current activities and complement institutional milestones and other historic events. For each of the BSO's winter season programs, the orchestra releases a concert-overview podcast that offers insight into how listeners may approach given compositions, as well as audio or video clips from the BSO's archives and live interviews, when applicable. The Media Center receives an average of 6,500 visits per day and disseminates BSO concerts, podcasts, and other media far beyond just concertgoers, reaching tens of thousands of music enthusiasts each month.All audio and video podcasts are published through the BSO Media Center, which is available at www.bso.org and also via download through the iPhone or iPad podcast app. |
| $132,437 | $207,406 | 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 | $837,423 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $350,750 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $68,329,529 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 401 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1217 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 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 | Thomas D May | PersonNm |
| Phone | 6172661492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Ave | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021154557 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| William F Achtmeyer | |||||||||
| Vice- Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Altshuler | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| George D Behrakis | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Jan Brett | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Buttenwieser | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald G Casty | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Richard F Connolly Jr | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Diddy Cullinane | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Cynthia Curme | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Alan J Dworsky | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| William R Elfers | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas E Faust Jr | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Gordon | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Brent L Henry | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Kay | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Edmund Kelly | |||||||||
| Chairman | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Joyce G Linde | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| John M Loder | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy K Lubin | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carmine A Martignetti | |||||||||
| Vice-Chairman | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert J Mayer MD | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Robert P O'Block | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan W Paine | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| John Reed | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Reich | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Arthur I Segel | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Roger T Servison | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Wendy Shattuck | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Theresa M Stone | |||||||||
| Treasurer | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Caroline Taylor | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen R Weber | |||||||||
| Vice Chairman | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Roberta S Weiner | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Robert C Winters | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Volpe | |||||||||
| Managing Director | 50 | Yes (X) | $753,739 | $0 | $98,868 | 1 | |||
| Thomas D May | |||||||||
| Chief Financial Officer | 50.00 | Yes (X) | $249,440 | $0 | $85,624 | 1 | |||
| Bart Reidy | |||||||||
| Clerk of the Board | 50.00 | Yes (X) | $202,094 | $0 | $39,682 | 0 | |||
| Kim Noltemy | |||||||||
| Chief Mrktg & Communications Officer | 50.00 | $225,922 | $0 | $56,822 | Yes (X) | ||||
| Malcolm Lowe | |||||||||
| Concertmaster | 40 | $446,155 | $0 | $32,780 | Yes (X) | ||||
| John A Ferrillo Jr | |||||||||
| Principal Oboe | 40 | $277,968 | $0 | $49,509 | Yes (X) | ||||
| Thomas C Rolfs Jr | |||||||||
| Principal Trumpet | 40 | $256,632 | $0 | $53,899 | Yes (X) | ||||
| Steven Ansell | |||||||||
| Principal Viola | 40 | $242,797 | $0 | $59,516 | Yes (X) | ||||
| Timothy Genis | |||||||||
| Timpanist | 40 | $231,712 | $0 | $17,908 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,886,459 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $494,608 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 135 | 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/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| Isole Inc | ||||||
| 252 Kent Street | Brookline | MA | 02446 | Services of K. Lockhart | $747,521 | |
| Opus 3 Artists | ||||||
| 470 Park Avenue | New York | NY | 10016 | Guest Artists | $433,000 | 9th Floor |
| Daniel J Luczynski | ||||||
| 9 Munroe Road | Drury | MA | 01343 | Construction Contractor | $430,219 | |
| Horizon Solutions LLC | ||||||
| PO BOX 92367 | Rochester | NY | 14692 | Construction Contractor | $368,079 | |
| Creative Artists Agency | ||||||
| 200 Avenue of the Stars | Los Angeles | CA | 90067 | Guest Artists | $294,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $3,087,764 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $480,000 | GovernmentGrantsAmt |
| All Other Contributions | $25,607,675 | AllOtherContributionsAmt |
| Noncash Contributions | $2,233,918 | NoncashContributionsAmt |
| Total Contributions | $29,175,439 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & tours | 900099 | $36,836,390 | $36,836,390 | $0 | $0 |
| Program advertising | 511190 | $672,373 | $0 | $672,373 | $0 |
| Education | 900099 | $443,986 | $443,986 | $0 | $0 |
| Electronic media | 900099 | $143,344 | $143,344 | $0 | $0 |
| Parking | 900099 | $70,013 | $0 | $0 | $70,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,166,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,709,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,709,898 | 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 | $4,144,822 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,284,847 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,859,975 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,859,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,447,436 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,412,539 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,576,004 | SecuritiesAmt |
| Other | $31,359 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,898,310 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,677,694 | SecuritiesAmt |
| Other | $31,359 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,709,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $668,406 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,040,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $619,734 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,087,764 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,250,854 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$631,120 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$631,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,249,071 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $639,008 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $610,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $207,406 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $402,657 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Food and beverage | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,054,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,054,468 | 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 | $2,054,468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,653,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,078,562 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,743,436 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,656,445 | 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 | $1,653,819 | TotalAmt |
| Management And General | $1,226,985 | ManagementAndGeneralAmt |
| Fundraising | $426,834 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,609 | TotalAmt |
| Program Services | $145,609 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,763,288 | TotalAmt |
| Program Services | $26,407,067 | ProgramServicesAmt |
| Management And General | $5,512,695 | ManagementAndGeneralAmt |
| Fundraising | $2,843,526 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,863,991 | TotalAmt |
| Program Services | $1,806,178 | ProgramServicesAmt |
| Management And General | $742,670 | ManagementAndGeneralAmt |
| Fundraising | $315,143 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,395,796 | TotalAmt |
| Program Services | $3,465,230 | ProgramServicesAmt |
| Management And General | $1,321,645 | ManagementAndGeneralAmt |
| Fundraising | $608,921 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,454,686 | TotalAmt |
| Program Services | $1,589,962 | ProgramServicesAmt |
| Management And General | $607,106 | ManagementAndGeneralAmt |
| Fundraising | $257,618 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $75,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,264 | TotalAmt |
| Management And General | $289,264 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,468 | TotalAmt |
| Management And General | $148,468 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,927 | TotalAmt |
| Fundraising | $32,927 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,905 | TotalAmt |
| Program Services | $1,611,905 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,523,851 | TotalAmt |
| Program Services | $12,985,975 | ProgramServicesAmt |
| Management And General | $532,986 | ManagementAndGeneralAmt |
| Fundraising | $4,890 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,397,100 | TotalAmt |
| Program Services | $3,028,855 | ProgramServicesAmt |
| Management And General | $118,636 | ManagementAndGeneralAmt |
| Fundraising | $249,609 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,899 | TotalAmt |
| Program Services | $1,713,835 | ProgramServicesAmt |
| Management And General | $162,959 | ManagementAndGeneralAmt |
| Fundraising | $398,105 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,902 | TotalAmt |
| Program Services | $272,856 | ProgramServicesAmt |
| Management And General | $557,082 | ManagementAndGeneralAmt |
| Fundraising | $306,964 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,762 | TotalAmt |
| Program Services | $32,762 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,961,126 | TotalAmt |
| Program Services | $2,191,233 | ProgramServicesAmt |
| Management And General | $533,003 | ManagementAndGeneralAmt |
| Fundraising | $236,890 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,191,075 | TotalAmt |
| Program Services | $5,801,597 | ProgramServicesAmt |
| Management And General | $218,437 | ManagementAndGeneralAmt |
| Fundraising | $171,041 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,708 | TotalAmt |
| Program Services | $40,427 | ProgramServicesAmt |
| Management And General | $49,601 | ManagementAndGeneralAmt |
| Fundraising | $349,680 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,197 | TotalAmt |
| Program Services | $41,469 | ProgramServicesAmt |
| Fundraising | $1,728 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,126,943 | TotalAmt |
| Program Services | $3,893,399 | ProgramServicesAmt |
| Management And General | $741,299 | ManagementAndGeneralAmt |
| Fundraising | $492,245 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,142 | TotalAmt |
| Program Services | $10,250 | ProgramServicesAmt |
| Management And General | $157,892 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Concert production expenses | Desc |
| Total | $1,387,357 | TotalAmt |
| Program Services | $1,383,565 | ProgramServicesAmt |
| Management And General | $3,792 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,586 | TotalAmt |
| Program Services | $1,832,355 | ProgramServicesAmt |
| Fundraising | $593,231 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,543,401 | TotalAmt |
| Program Services | $68,329,529 | ProgramServicesAmt |
| Management And General | $12,924,520 | ManagementAndGeneralAmt |
| Fundraising | $7,289,352 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,052,289 | BOYAmt |
| EOY | $6,551,718 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,260,991 | BOYAmt |
| EOY | $6,789,194 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,056,345 | BOYAmt |
| EOY | $18,969,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,729 | BOYAmt |
| EOY | $1,555,549 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,046 | BOYAmt |
| EOY | $56,883 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,189 | BOYAmt |
| EOY | $484,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,767,118 | BOYAmt |
| EOY | $1,976,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,934,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,515,775 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,071,881 | BOYAmt |
| EOY | $50,418,707 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,238,584 | BOYAmt |
| EOY | $123,854,389 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,435,849 | BOYAmt |
| EOY | $322,566,948 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,668,481 | BOYAmt |
| EOY | $37,890,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,519,502 | BOYAmt |
| EOY | $571,114,027 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,725,213 | BOYAmt |
| EOY | $9,553,700 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,700,855 | BOYAmt |
| EOY | $9,815,287 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500,000 | BOYAmt |
| EOY | $5,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,744,235 | BOYAmt |
| EOY | $34,559,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,670,303 | BOYAmt |
| EOY | $59,428,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,372,225 | BOYAmt |
| EOY | $77,388,359 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,026,843 | BOYAmt |
| EOY | $231,889,157 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,450,131 | BOYAmt |
| EOY | $202,407,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,849,199 | BOYAmt |
| EOY | $511,685,373 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,519,502 | BOYAmt |
| EOY | $571,114,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,110,481 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,379,116 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,653,423 | 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 | $28,470,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,734,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,676,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,806,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,175,439 | CurrentTaxYearAmt |
| Total | $152,863,642 | 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 |
| 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 |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,470,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,734,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,676,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,806,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,175,439 | CurrentTaxYearAmt |
| Total | $152,863,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,836,611 | SubstantialContributorsTotAmt |
| Public Support Total170 | $140,027,031 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,555,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,788,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,563,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,046,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,407,284 | CurrentTaxYearAmt |
| Total | $16,361,412 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $199,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $596,756 | CurrentTaxYearAmt |
| Total | $796,702 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $170,021,756 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $185,737,728 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82358 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7898 | 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 | $32,927 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $32,927 | 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 lobbying activities of the BSO address issues such as state funding and proposed legislation related to historic preservation, tourism, transportation, and education all in the context of the arts and not-for-profit organizations. A small allocation of the salary of one employee who engages in lobbying activities on the issues noted above is included in the amount reported. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $421,650,000 | BeginningYearBalanceAmt |
| Contributions | $18,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $59,358,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,309,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $474,899,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,963,000 | BeginningYearBalanceAmt |
| Contributions | $21,780,000 | ContributionsAmt |
| Investment Earnings Or Losses | $36,543,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,636,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $421,650,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $387,370,000 | BeginningYearBalanceAmt |
| Contributions | $8,067,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,551,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,025,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $379,963,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,476,000 | BeginningYearBalanceAmt |
| Contributions | $5,920,000 | ContributionsAmt |
| Investment Earnings Or Losses | $49,369,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,395,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $387,370,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,988,000 | BeginningYearBalanceAmt |
| Contributions | $7,159,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,976,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,647,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $354,476,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1392 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4111 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4497 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,554,782 | OtherCostOrOtherBasisAmt |
| Book Value | $6,554,782 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $75,232,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,518,092 | DepreciationAmt |
| Book Value | $30,714,782 | 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 | $33,481,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,463,969 | DepreciationAmt |
| Book Value | $9,017,701 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,665,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,533,714 | DepreciationAmt |
| Book Value | $4,131,442 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,418,707 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable Alternatives (equity LPs) | $265,078,476 | F |
| Real Assets | $15,813,886 | F |
| Illiquid Equities (private equity LPs) | $20,517,198 | F |
| Real Estate (real estate LPs) | $13,109,787 | F |
| Investment in 263 HA Limited Partnership | $8,047,601 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $322,566,948 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Held by Others | $28,477,548 |
| Assets of Split Interest Agreements | $9,412,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $37,890,115 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Liability for Pension & Post Retirement | Desc |
| Amt | $34,559,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,559,667 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $134,851,886 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,379,116 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $566,729 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1,225,056 | OtherRevenueAmt |
| Revenue Not Reported | $35,170,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $99,680,985 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,611,905 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$639,008 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $972,897 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,653,882 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $88,137,233 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $566,729 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $639,008 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,205,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,931,496 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,611,905 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,611,905 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $88,543,401 | 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 general or donor-restricted purposes and is recorded in 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 distributions 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 recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Orchestra has identified its tax status as a tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions; however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. Its Federal and state income tax returns are generally open for examination for 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. |
| Schedule D, Part XII, Line 2d | Cost of goods sold. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $66,787,761 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $2,376,954 | Concert Tour |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $69,164,715 | 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) |
|---|---|---|
| Name Of Event1 | Opening Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,315,803 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,150,431 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $165,372 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $74,340 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $50,945 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $300,191 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Corporate Event | NameOfEvent2Amt |
| Gross Receipts Event2 | $865,332 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $807,678 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $57,654 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $73,503 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $78,762 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $74,176 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,526,363 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,129,655 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $396,708 | 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 | $156,927 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $54,282 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $387,728 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,707,498 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,087,764 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $619,734 | 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 | $304,770 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $183,989 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $762,095 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,250,854 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$631,120 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | ||||||||||||
| Managing Director | $500,700 | $0 | $0 | $0 | $253,039 | $0 | $66,641 | $0 | $32,227 | $0 | $852,607 | $0 |
| Thomas D May | ||||||||||||
| Chief Financial Officer | $246,915 | $0 | $0 | $0 | $2,525 | $0 | $50,145 | $0 | $35,479 | $0 | $335,064 | $0 |
| Bart Reidy | ||||||||||||
| Clerk of the Board | $201,045 | $0 | $0 | $0 | $1,049 | $0 | $16,378 | $0 | $23,304 | $0 | $241,776 | $0 |
| Kim Noltemy | ||||||||||||
| Chief Mrktg & Communications Officer | $224,761 | $0 | $0 | $0 | $1,161 | $0 | $22,948 | $0 | $33,874 | $0 | $282,744 | $0 |
| Malcolm Lowe | ||||||||||||
| Concertmaster | $372,632 | $0 | $35,000 | $0 | $38,523 | $0 | $0 | $0 | $32,780 | $0 | $478,935 | $0 |
| John A Ferrillo Jr | ||||||||||||
| Principal Oboe | $272,214 | $0 | $0 | $0 | $5,753 | $0 | $25,337 | $0 | $24,172 | $0 | $327,476 | $0 |
| Thomas C Rolfs Jr | ||||||||||||
| Principal Trumpet | $236,656 | $0 | $0 | $0 | $19,975 | $0 | $22,766 | $0 | $31,133 | $0 | $310,530 | $0 |
| Steven Ansell | ||||||||||||
| Principal Viola | $233,813 | $0 | $0 | $0 | $8,984 | $0 | $26,019 | $0 | $33,497 | $0 | $302,313 | $0 |
| Timothy Genis | ||||||||||||
| Timpanist | $208,360 | $0 | $0 | $0 | $23,352 | $0 | $17,039 | $0 | $869 | $0 | $249,620 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | 1) In connection with the business needs of the Boston Symphony Orchestra, (BSO), charter travel is used when transporting large numbers 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 Managing Director's spouse may travel with him for donor cultivation and fund-raising purposes. Events attended are related to the business purposes of the Boston Symphony. Such travel is entered into and substantiated in accordance with the spousal travel policy adopted by the BSO. 3) Housing for Mark Volpe, Managing Director, 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 listed for Mark Volpe, Managing Director, for calendar year 2013 includes Base Compensation of $500,700. Other Reportable Compensation includes 1) taxable fringe in the amount of $12,887 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $17,500 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $222,652 which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal 2007. As amended in 2013, the plan is designed 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 J, Part I, Line 7 | One highly compensated employee is eligible for annual bonuses payable at management's discretion for the satisfactory fulfillment of certain responsibilities. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Volpe | PersonNm |
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | Mortgage | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $200,000 | OriginalPrincipalAmt |
| Balance Due | $56,883 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $56,883 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Joseph Hearne | |||
| Spouse is trustee | $118,004 | Employed as player | 0 |
| Tisbury Tours Inc | |||
| Co. owned by spouse of trustee | $1,011,560 | Engaged to perform concerts | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II | FormAndLineReferenceDesc |
| Explanation | On September 12, 1997, a thirty-year, $200,000 loan was made to the Managing Director, Mark Volpe. This loan, which is secured by a mortgage on his principal residence, is payable in biweekly installments of principal and interest. During 2003, the loan was refinanced and the term was changed to fifteen years. The interest rate was determined by using the IRS approved market rate in effect at the time of the inception and the refinancing of the loan. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 110 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,062,827 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,020 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Hospitality goods | Desc |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I | 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 660 members of the Boston Symphony Association of Volunteers (BSAV), who provide a variety of services both at Symphony Hall and Tanglewood. Also included as volunteers are the 324 members of the Tanglewood Festival Chorus (TFC), who donate their time and talent performing year-round with the Boston Symphony Orchestra and the Boston Pops Orchestra. Also included are 33 voting trustees and 214 non-voting members of the governing body. |
| Form 990, Part VI, Section A, Line 2 | Trustee Stephen Kay serves on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employes another trustee, Dr. Robert J. Mayer, MD. |
| Form 990, Part VI, Section A, Line 8b | In general, the Boston Symphony Orchestra (BSO) keeps minutes of all committees with authority to act on behalf of the boards. |
| 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 Committee of the Board of Trustees. The Audit Committee reviews each section and schedule of the 990, focusing on key changes and substantive disclosures. Subsequent to this review, a copy of the final draft 990, which is the version to be filed with the IRS, is placed in a password-protected website for all members of the Board of Trustees to review in advance of their next board meeting. All members of the Board of Trustees receive an email notifying them that the Form 990 is available for review on the site. The final 990 is signed by the Chief Financial Officer 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, Overseers, Ex-Officio Board members, members of a committee with board-delegated powers, senior staff members or any person with substantial influence over the BSO to disclose the existence of any potential or actual conflicts of interest to the Board or to members of the Executive Committee. The Board or Executive Committee then discusses and votes in order 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 their supervisor, the Director of Human Resources or to 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 a 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, Overseers, 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 also 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 the 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 a basis for the Committee's decisions and (b) consideration of the (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) the 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 2013. |
| 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 calendar 2013 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on calendar 2013 amounts. The compensation listed for Opus 3 Artists includes fees for 6 guest artists. The compensation listed for Creative Artists Agency comprises 6 deposits for guest artists. |
| Form 990, Part IX, Line 11g | Line 11g Other comprises $11,908,871 of artistic and other concert related fees and $1,614,980 of security,medical, parking and other services. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of ($1,653,423) comprise change in value of split interest agreements of $1,225,057 and retirement-plan-related charges other than net periodic benefit costs of ($2,878,480). |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,486,354 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,002,119 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $7,537 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $42,450 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | ||
| s | $1,243,788 | Actual partnership distribution |
| 263 HA Limited Partnership | ||
| k | $311,880 | Fair market |