CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-05-13
IRS object ID: 201301339349300970
Schema version: 2011v1.5
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 I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T13:23:17-05:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	362167823	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Chicago Symphony Orchestra	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CHIC	NameControl
Phone	3122943333	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	220 S Michigan Avenue	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	606042559	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Deborah F Rutter	Name
Title	President	Title
Phone	3122943210	Phone
Date Signed	2013-05-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Deborah F Rutter	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	220 S Michigan Avenue	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	606042559	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	114197842	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.cso.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1890	YearFormation
State Legal Domicile	IL	StateLegalDomicile
Activity Or Mission Description	To present classical music to Chicago, national and international audiences.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	148	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	137	NbrIndependentVotingMembers
Total Nbr Employees	1134	TotalNbrEmployees
Total Nbr Volunteers	930	TotalNbrVolunteers
Total Gross UBI	-190780	TotalGrossUBI
Net Unrelated Business Txbl Income	-259494	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	25179692	ContributionsGrantsPriorYear
Contributions Grants Current Year	34854034	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	26668722	ProgramServiceRevenuePriorYear
Program Service Revenue CY	32058324	ProgramServiceRevenueCY
Investment Income Prior Year	10476634	InvestmentIncomePriorYear
Investment Income Current Year	11093253	InvestmentIncomeCurrentYear
Other Revenue Prior Year	395709	OtherRevenuePriorYear
Other Revenue Current Year	346012	OtherRevenueCurrentYear
Total Revenue Prior Year	62720757	TotalRevenuePriorYear
Total Revenue Current Year	78351623	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	644120	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	604506	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	40620403	SalariesEtcPriorYear
Salaries Etc Current Year	45248355	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	449250	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	603652	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	3965225	TotalFundrsngExpCurrentYear
Other Expense Prior Year	29461146	OtherExpensePriorYear
Other Expenses Current Year	33599159	OtherExpensesCurrentYear
Total Expenses Prior Year	71174919	TotalExpensesPriorYear
Total Expenses Current Year	80055672	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-8454162	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-1704049	RevenuesLessExpensesCY
Total Assets BOY	454550299	TotalAssetsBOY
Total Assets EOY	436051982	TotalAssetsEOY
Total Liabilities BOY	192356024	TotalLiabilitiesBOY
Total Liabilities EOY	220777276	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	262194275	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	215274706	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	The central mission of the Chicago Symphony Orchestra Association is to present classical music through the Chicago Symphony Orchestra to Chicago, national and international audiences.The mission is supported by four mutually reinforcing elements:Artistic excellence: continued international preeminence in the field of orchestral excellenceAudience development: leading audience development initiativesEducation: superior education and community programsFinancial stability: fiscal responsibility for long-term stability	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	52105498	Expense
Revenue	25350579	Revenue
Description	Chicago Symphony Orchestra Concerts -- During the 2011/12 season, the CSO presented more than 300 performances for audiences of more than 435,000. Over 113 lectures were offered to more than 23,000 to enhance audience engagement in classical music and the orchestra. Four world premieres, one national premiere, and two original commissions were included in the repertoire. The CSO had an aggressive touring schedule: 10 concerts in Europe, 5 concerts in California, and 7 concerts in Russia and Italy. The CSO also performed in Ann Arbor, MI, Naperville, IL, and at Carnegie Hall in NY. The free Concert for Chicago was held at Chicago's Apostolic Church of God, to an audience of about 5,000. The CSO is contracted by the Ravinia Festival Association for an annual summer residency at Ravinia Park to an audience of about 94,000.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	4801711	Expense
Revenue	4003993	Revenue
Description	Symphony Center Presents Concerts -- Symphony Center Presents is the CSO's guest artist series, welcoming a selection of well-known classical artists, as well as musicians from outside the classical genre, to Symphony Center. A total of 52 concerts were presented during the fiscal year to an estimated audience of 94,000. These concerts featured both established artistic leaders and up-and-coming musicians, and welcomed diverse audiences to Orchestra Hall to hear a wide variety of styles of music. SCP programs include an Orchestra series, Chamber series, Piano series, and Jazz at Symphony Center. SCP Jazz is one of the most comprehensive and widely-heralded jazz series in the country, spotlighting some of the world's most famous jazz artists.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	2825821	Expense
Revenue	439352	Revenue
Description	Education Concerts and Activities -- The CSO's Institute for Learning, Access and Training conducts more than 20 annual programs that share the transformative power of music with youth, schools, teachers, fmailies, seniors, and underserved populations. More than 126,000 people attended education concerts and youth events at Symphony Center during the 2011/12 season. The Institute conducted over 450 in-school programs, including events in Chicago Public Schools and juvenile detention center school facilities. Free tickets and transportation were offered Chicago residents in traditionally underserved neighborhoods through partnerships with community groups. Free concerts in schools, park district sites and community venues helped demonstrate the importance of music as a part of everyday life.	Description

Activity Other ActivityOther (9 entries)

ExpenseExpense	GrantsGrants	RevenueRevenue	DescriptionDescription
1775754	604506	88378	Civic Orchestra Concerts -- The Civic Orchestra of Chicago is the only pre-professional orchestra of its type associated with a major American orchestra. Preparing young musicians for success in today's diverse professional music landscape, the Civic offers world-class training in performance protocol under the guidance of some of the most prominent artistic leaders in the world, including CSO musicians, Yo-Yo Ma, and conductors and guest artists featured in the CSO season. In 2011/12, more than 20,400 people attended free Civic Orchestra concerts. To date, more than 700 Civic alumni have earned professional positions with some of the top orchestras across the globe. During the 2011/12 season, five Civic musicians and recent alumni earned positions with professional ensembles.
123759			Retail Sales - Music-related merchandise is available for purchase at The Symphony Store.
146152		0	Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.
1037453		875091	Rentals and Commissions - Performance space provided to Chicagoland arts organizations.
187825		226015	Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts.
117783		444876	Rentals and Commissions - Parking lot provided for audiences convenience to attend concerts.
197785		92057	Rentals and Commissions - Concessions are provided for audiences attending concerts.
1126065		531856	Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.
103682		6127	Other Program Services - Includes new program initiatives.

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	4816258	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	604506	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	2264400	TotalOfOtherProgramServiceRev
Total Program Service Expense	64549288	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	248	NumberFormsTransmittedWith1096
Number W2 G Included	1	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1134	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	148	NbrVotingGoverningBodyMembers
Number Independent Voting Members	137	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	0	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	IL	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	VP and CFO	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3122943301	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	220 S Michigan Avenue	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	606042559	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (161 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
Deborah F Rutter
President	40.00	X	X	545768	0	31421
William A Osborn
Chairman	1.70	X	X	0	0	0
Chester A Gougis
Vice Chairman	0.80	X	X	0	0	0
Joyce T Green
Vice Chairman	0.60	X	X	0	0	0
Robert A Kohl
Vice Chairman	1.10	X	X	0	0	0
Jane DiRenzo Pigott
Vice Chairman	0.80	X	X	0	0	0
Jay L Henderson
Vice Chairman&Treasurer	1.30	X	X	0	0	0
Mrs Robert A Beatty
Life Trustee	0.20	X		0	0	0
Marshall Bennett
Life Trustee	0.10	X		0	0	0
Melvyn Bergstein
Life Trustee	0.10	X		0	0	0
Arnold M Berlin
Life Trustee	0.20	X		0	0	0
Mrs William A Boone
Life Trustee	0.10	X		0	0	0
William G Brown
Life Trustee	0.10	X		0	0	0
Matthew Bucksbaum
Life Trustee	0.10	X		0	0	0
Dean L Buntrock
Life Trustee	0.20	X		0	0	0
Robert N Burt
Life Trustee	0.10	X		0	0	0
Richard H Cooper
Life Trustee	0.10	X		0	0	0
James S Crown
Life Trustee	0.30	X		0	0	0
Mrs Robert Crown
Life Trustee	0.10	X		0	0	0
Anthony T Dean
Life Trustee	0.10	X		0	0	0
John A Edwardson
Life Trustee	0.20	X		0	0	0
Sidney Epstein
Life Trustee	0.10	X		0	0	0
Thomas J Eyerman
Life Trustee	0.10	X		0	0	0
James B Fadim
Life Trustee	0.10	X		0	0	0
David W Fox Sr
Life Trustee	0.10	X		0	0	0
Richard J Franke
Life Trustee	0.10	X		0	0	0
Cyrus F Freidheim Jr
Life Trustee	0.30	X		0	0	0
H Laurance Fuller
Life Trustee	0.10	X		0	0	0
Mrs Robert W Galvin
Life Trustee	0.10	X		0	0	0
Paul C Gignilliat
Life Trustee	0.30	X		0	0	0
William A Goldstein
Life Trustee	0.40	X		0	0	0
Howard L Gottlieb
Life Trustee	0.30	X		0	0	0
Mrs Richard H Gottlieb
Life Trustee	0.20	X		0	0	0
Richard Gray
Life Trustee	0.10	X		0	0	0
J Parker Hall III
Life Trustee	0.10	X		0	0	0
Joan W Harris
Life Trustee	0.10	X		0	0	0
Thomas C Heagy
Life Trustee	0.10	X		0	0	0
Ben W Heineman
Life Trustee	0.10	X		0	0	0
Debora de Hoyos
Life Trustee	0.70	X		0	0	0
Mrs Roger B Hull
Life Trustee	0.10	X		0	0	0
Judith W Istock
Life Trustee	0.40	X		0	0	0
William R Jentes
Life Trustee	0.30	X		0	0	0
Paul R Judy
Life Trustee	0.10	X		0	0	0
Morris A Kaplan
Life Trustee	0.00	X		0	0	0
Richard B Kapnick
Life Trustee	0.30	X		0	0	0
Donald G Kempf Jr
Life Trustee	0.30	X		0	0	0
George D Kennedy
Life Trustee	0.10	X		0	0	0
Mrs John C Kern
Life Trustee	0.20	X		0	0	0
John A Koten
Life Trustee	0.10	X		0	0	0
Fred A Krehbiel
Life Trustee	0.10	X		0	0	0
Charles Ashby Lewis
Life Trustee	0.20	X		0	0	0
Eva F Lichtenberg
Life Trustee	0.20	X		0	0	0
John S Lillard
Life Trustee	0.10	X		0	0	0
Donald G Lubin
Life Trustee	0.10	X		0	0	0
CH Randolph Lyon
Life Trustee	0.60	X		0	0	0
James W Mabie
Life Trustee	0.70	X		0	0	0
R Eden Martin
Life Trustee	0.10	X		0	0	0
Arthur C Martinez
Life Trustee	0.10	X		0	0	0
Judith W McCue
Life Trustee	0.70	X		0	0	0
Lester H McKeever
Life Trustee	0.10	X		0	0	0
Newton N Minow
Life Trustee	0.10	X		0	0	0
John D Nichols
Life Trustee	0.10	X		0	0	0
James J O'Connor
Life Trustee	0.30	X		0	0	0
Mrs Albert Pawlick
Life Trustee	0.20	X		0	0	0
Richard Pigott
Life Trustee	0.10	X		0	0	0
Robert A Pritzker
Life Trustee	0.10	X		0	0	0
Mrs Neil K Quinn
Life Trustee	0.10	X		0	0	0
John M Richman
Life Trustee	0.20	X		0	0	0
John W Rogers Jr
Life Trustee	0.20	X		0	0	0
Mrs Ward C Rogers
Life Trustee	0.10	X		0	0	0
Frank A Rossi
Life Trustee	0.30	X		0	0	0
Cynthia M Sargent
Life Trustee	0.20	X		0	0	0
John R Schmidt
Life Trustee	0.30	X		0	0	0
Irving Seaman Jr
Life Trustee	0.10	X		0	0	0
Thomas C Sheffield Jr
Life Trustee	0.10	X		0	0	0
Rita Simo
Life Trustee	0.10	X		0	0	0
Scott C Smith
Life Trustee	0.80	X		0	0	0
Robert C Spoerri
Life Trustee	0.10	X		0	0	0
William C Steinmetz
Life Trustee	0.60	X		0	0	0
Carl W Stern
Life Trustee	0.50	X		0	0	0
Richard J Stern
Life Trustee	0.10	X		0	0	0
Roger W Stone
Life Trustee	0.10	X		0	0	0
William H Strong
Life Trustee	0.10	X		0	0	0
Louis C Sudler Jr
Life Trustee	0.10	X		0	0	0
Richard L Thomas
Life Trustee	0.30	X		0	0	0
Peggy Y Thomson
Life Trustee	0.10	X		0	0	0
Richard P Toft
Life Trustee	0.30	X		0	0	0
Charles A Tribbett
Life Trustee	0.40	X		0	0	0
James Weiss
Life Trustee	0.10	X		0	0	0
R John Aalbregtse
Trustee	0.30	X		0	0	0
William Adams IV
Trustee	0.70	X		0	0	0
James L Alexander
Trustee	0.50	X		0	0	0
Anthony K Anderson
Trustee	0.60	X		0	0	0
Douglas J Bade
Trustee	0.50	X		0	0	0
Wayne D Boberg
Trustee	0.10	X		0	0	0
Laurence O Booth
Trustee	0.30	X		0	0	0
Kay Bucksbaum
Trustee	0.10	X		0	0	0
Leslie Henner Burns
Trustee	0.10	X		0	0	0
Gregory C Case
Trustee	0.10	X		0	0	0
Frank M Clark
Trustee	0.30	X		0	0	0
Bruce E Clinton
Trustee	0.30	X		0	0	0
Richard Colburn
Trustee	0.40	X		0	0	0
Michelle L Collins
Trustee	0.60	X		0	0	0
Ellen M Costello
Trustee	0.30	X		0	0	0
Daniel J Doherty
Trustee	0.60	X		0	0	0
Charles Douglas
Trustee	0.30	X		0	0	0
David W Fox Jr
Trustee	0.20	X		0	0	0
Mark D Gerstein
Trustee	0.20	X		0	0	0
Joseph B Glossberg
Trustee	0.40	X		0	0	0
Richard C Godfrey
Trustee	0.10	X		0	0	0
Thomas M Goldstein
Trustee	0.50	X		0	0	0
Mary Louise Gorno
Trustee	0.60	X		0	0	0
Mary Winton Green
Trustee	0.20	X		0	0	0
Joseph A Gregoire
Trustee	0.60	X		0	0	0
Anne Dias Griffin
Trustee	0.40	X		0	0	0
Dietrich Gross
Trustee	0.30	X		0	0	0
David P Hackett
Trustee	0.20	X		0	0	0
John H Hart
Trustee	0.20	X		0	0	0
Susan R Kiphart
Trustee	0.10	X		0	0	0
Josef Lakonishok
Trustee	0.10	X		0	0	0
Patty Lane
Trustee	0.10	X		0	0	0
Susan C Levy
Trustee	0.60	X		0	0	0
John Livingston
Trustee	0.30	X		0	0	0
John F Manley
Trustee	0.30	X		0	0	0
Ling Z Markovitz
Trustee	0.40	X		0	0	0
Alan R May
Trustee	0.40	X		0	0	0
Peter D McDonald
Trustee	1.10	X		0	0	0
Alfred L McDougal
Trustee	0.30	X		0	0	0
Mark G McGrath
Trustee	0.50	X		0	0	0
David E McNeel
Trustee	0.40	X		0	0	0
Linda Neumann
Trustee	0.10	X		0	0	0
John M Pratt
Trustee	0.20	X		0	0	0
Dr Irwin Press
Trustee	0.30	X		0	0	0
W Robert Reum
Trustee	0.50	X		0	0	0
Norbert G Riedel
Trustee	0.10	X		0	0	0
Alexander I Rorke
Trustee	0.40	X		0	0	0
Jerry Rose
Trustee	0.20	X		0	0	0
Earl J Rusnak Jr
Trustee	0.70	X		0	0	0
Alejandro Silva
Trustee	0.50	X		0	0	0
Raymond Skilling
Trustee	0.10	X		0	0	0
David B Speer
Trustee	0.20	X		0	0	0
Russ M Strobel
Trustee	1.10	X		0	0	0
Hugh D Sullivan
Trustee	0.10	X		0	0	0
Penny Van Horn
Trustee	0.70	X		0	0	0
Frederick H Waddell
Trustee	0.40	X		0	0	0
Sona Wang
Trustee	0.10	X		0	0	0
Eric E Whitaker MD MPH
Trustee	0.20	X		0	0	0
Paul Wiggin
Trustee	1.00	X		0	0	0
Helen Zell
Trustee	0.40	X		0	0	0
Isabelle Goossen
Assistant Treasurer	40.00		X	208903	0	14483
Peggy Titterington
VP for Development	40.00		X	126109	0	17480
Karen Lewis Alexander
VP for Development	40.00		X	0	0	0
Karen Rahn
Secretary	40.00		X	64455	0	20236
Kevin Giglinto
VP/Marketing and Sales	40.00			175509	0	31113	X
Martha Gilmer
VP/Artistic Admin.	40.00			208137	0	33624	X
Vanessa Moss
VP/Orchestra & Bldg Ops.	40.00			193271	0	33117	X
Riccardo Muti
Music Director	40.00			1013333	0	0		X
Robert Chen
Concertmaster	40.00			438188	0	43936		X
John Sharp
Principal Cello	40.00			277569	0	44665		X
Mathieu Dufour
Principal Flute	40.00			291260	0	19748		X
Christopher Martin
Principal Trumpet	40.00			266834	0	25840		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	3809336	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	315663	TotalOtherCompensation
Number Individuals GT100 K	135	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Riccardo Muti
220 S Michigan Avenue	Chicago	IL	606042559	Artist Performances	1152127
SD&A Teleservices Inc
5757 W Century Blvd	Los Angeles	CA	90045	Telemarketing & Telefundraising	846516
Opus 3 Artists
470 Park Ave South 9th Floor North	New York	NY	10016	Artist Performances	802047
Gemini Graphics Inc
860 West Lake Street	Roselle	IL	601722891	Printing Services	628826
Allied Barton Security
161 Washington Street	Conshohocken	PA	19428	Security	583911

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	31	NumberOfContractorsGT100K
Fundraising Events	1429499	FundraisingEvents
Government Grants	235285	GovernmentGrants
All Other Contributions	33189250	AllOtherContributions
Noncash Contributions	4208502	NoncashContributions
Total Contributions	34854034	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Ticket Sales	711190	21353946	21353946
Performance Fees	711190	7929154	7929154
Facility Rental Revenu	711190	875091	875091
Other Program Related	711190	536106	536106
Parking Lot Rental Rev	711190	444876		$444,876

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	919151	TotalRevenueColumn
Related Or Exempt Function Income	385030	RelatedOrExemptFunctionIncome
Exclusion	$534,121	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	32058324	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	4794643	TotalRevenueColumn
Exclusion	$4,794,643	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	216399	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	459849	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-243450	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-243450	TotalRevenueColumn
Unrelated Business Revenue	-243450	UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	40621392	Securities
Other	2268	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	34325050	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	6296342	Securities
Other	2268	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	6298610	TotalRevenueColumn
Unrelated Business Revenue	12692	UnrelatedBusinessRevenue
Exclusion	$6,285,918	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1215236	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	1429499	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	854920	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	360316	TotalRevenueColumn
Exclusion	$360,316	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	5860	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	5860	TotalRevenueColumn
Exclusion	$5,860	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	429686	GrossSalesOfInventory
Cost Of Goods Sold	206400	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	223286	TotalRevenueColumn
Related Or Exempt Function Income	183308	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	39978	UnrelatedBusinessRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	78351623	TotalRevenueColumn
Related Or Exempt Function Income	31262635	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-190780	UnrelatedBusinessRevenue
Exclusion	$12,425,734	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	604506	Total
Program Services	604506	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1793154	Total
Program Services	471517	ProgramServices
Management And General	1123600	ManagementAndGeneral
Fundraising	198037	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	34802082	Total
Program Services	31022428	ProgramServices
Management And General	2347260	ManagementAndGeneral
Fundraising	1432394	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	2233948	Total
Program Services	2078173	ProgramServices
Management And General	96387	ManagementAndGeneral
Fundraising	59388	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	4225393	Total
Program Services	3654308	ProgramServices
Management And General	370582	ManagementAndGeneral
Fundraising	200503	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2193778	Total
Program Services	1803310	ProgramServices
Management And General	274288	ManagementAndGeneral
Fundraising	116180	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	193365	Total
Program Services	34857	ProgramServices
Management And General	157586	ManagementAndGeneral
Fundraising	922	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	107800	Total
Management And General	107800	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	603652	Total
Fundraising	603652	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	44317	Total
Management And General	42921	ManagementAndGeneral
Fundraising	1396	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	9079430	Total
Program Services	8122144	ProgramServices
Management And General	717173	ManagementAndGeneral
Fundraising	240113	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4792195	Total
Program Services	4400209	ProgramServices
Management And General	83989	ManagementAndGeneral
Fundraising	307997	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	815954	Total
Program Services	539889	ProgramServices
Management And General	144968	ManagementAndGeneral
Fundraising	131097	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	314952	Total
Program Services	103224	ProgramServices
Management And General	155905	ManagementAndGeneral
Fundraising	55823	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2404986	Total
Program Services	1923403	ProgramServices
Management And General	230689	ManagementAndGeneral
Fundraising	250894	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4451292	Total
Program Services	4348480	ProgramServices
Management And General	42659	ManagementAndGeneral
Fundraising	60153	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	210428	Total
Program Services	125923	ProgramServices
Management And General	29783	ManagementAndGeneral
Fundraising	54722	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	4734274	Total
Management And General	4734274	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3961919	Total
Program Services	3699138	ProgramServices
Management And General	262781	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	248199	Total
Management And General	248199	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Miscellaneous	788085	249073	288104	250908
Equipment Rental & Main	735010	735010
Music & Instrument Rent	404443	321186	82211	1046
Music License Fees	312510	312510

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	80055672	Total
Program Services	64549288	ProgramServices
Management And General	11541159	ManagementAndGeneral
Fundraising	3965225	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1069187	BOY
EOY	1304590	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	11990074	BOY
EOY	9957981	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	11337993	BOY
EOY	14235283	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	518965	BOY
EOY	553576	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	186947	BOY
EOY	192982	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2662918	BOY
EOY	2762411	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	170714833	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	65404873	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	108507883	BOY
EOY	105309960	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	195075629	BOY
EOY	181886681	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	123200703	BOY
EOY	119848518	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	454550299	BOY
EOY	436051982	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	3008577	BOY
EOY	4613753	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	12422180	BOY
EOY	13139868	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	145515000	BOY
EOY	145515000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	31410267	BOY
EOY	57508655	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	192356024	BOY
EOY	220777276	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	146111113	BOY
EOY	96621388	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	40423875	BOY
EOY	37274082	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	75659287	BOY
EOY	81379236	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	262194275	BOY
EOY	215274706	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	454550299	BOY
EOY	436051982	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-1704049	ReconcilationRevenueExpenses
Reconcilation Other Changes	-45215520	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	22408711	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	26094618	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	32552630	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	25179692	CurrentTaxYearMinus1Year
Current Tax Year	34854034	CurrentTaxYear
Total	141089685	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	22408711	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	26094618	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	32552630	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	25179692	CurrentTaxYearMinus1Year
Current Tax Year	34854034	CurrentTaxYear
Total	141089685	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	9520166	AmountsSubstContributorsTotal
Public Support Total170	131569519	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	8488363	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6054823	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4692098	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4811919	CurrentTaxYearMinus1Year
Current Tax Year	4794643	CurrentTaxYear
Total	28841846	Total

Field	Value	IRS element (for citing)
Total Support	169931531	TotalSupport
Gross Receipts From Admissions Etc	158395113	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.77430	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.75330	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	31	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	31	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	80055641	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	80055672	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	421	CurrentYearMinus3
Current Year Minus2	274	CurrentYearMinus2
Current Year Minus1	351	CurrentYearMinus1
Current Year	31	CurrentYear
Total	1077	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	241339000	BeginningOfYearBalance
Contributions	7111000	Contributions
Investment Earnings Or Losses	-3905000	InvestmentEarningsOrLosses
Other Expenditures	10840000	OtherExpenditures
End Of Year Balance	233705000	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	208656000	BeginningOfYearBalance
Contributions	3964000	Contributions
Investment Earnings Or Losses	39706000	InvestmentEarningsOrLosses
Other Expenditures	10987000	OtherExpenditures
End Of Year Balance	241339000	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	190895000	BeginningOfYearBalance
Contributions	3503000	Contributions
Investment Earnings Or Losses	25481000	InvestmentEarningsOrLosses
Other Expenditures	11223000	OtherExpenditures
End Of Year Balance	208656000	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	232001000	BeginningOfYearBalance
Contributions	8476000	Contributions
Investment Earnings Or Losses	-38454000	InvestmentEarningsOrLosses
Other Expenditures	11125000	OtherExpenditures
Administrative Expenses	3000	AdministrativeExpenses
End Of Year Balance	190895000	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.55120	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.34820	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.10060	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	25475169	OtherCostOrOtherBasis
Book Value	25475169	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	124913103	OtherCostOrOtherBasis
Depreciation	53654942	Depreciation
Book Value	71258161	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	301317	OtherCostOrOtherBasis
Depreciation	137491	Depreciation
Book Value	163826	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9079426	OtherCostOrOtherBasis
Depreciation	7339795	Depreciation
Book Value	1739631	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	10945818	OtherCostOrOtherBasis
Depreciation	4272645	Depreciation
Book Value	6673173	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	105309960	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Alternative investments - Absolute return	38614592	F
Alternative investments - Hedged equities	47003668	F
Alternative investments - Private equity	13416159	F
Real assets	18847304	F
Held in trust	1966778	F
Other	17	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	119848518	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Pension benefits	$26,840,149
Other long-term liabilities	$1,110,709
Interest rate swap contracts	$29,557,797

Field	Value	IRS element (for citing)
Total Of Amounts	57508655	TotalOfAmounts
Total Revenue	78351623	TotalRevenue
Total Expenses	80055672	TotalExpenses
Excess Or Deficit For Year	-1704049	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-17027850	NetUnrealizedGLOnInvestments
Other	-$28,187,670	OtherAmount
Total Adjustments	-45215520	TotalAdjustments
Excess Or Deficit Per FS	-46919569	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	62929327	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-17027850	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	86652	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	-16941198	RevenueNotRptdF990
Revenue Subtotal	79870525	RevenueSubtotal
Other Revenues Not Included	-1518902	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-1518902	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	78351623	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	109848896	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	86652	DonatedServicesUseOfFacilities
Other Expenses Included	28187670	OtherExpensesIncluded
Expenses Not Rptd F990	28274322	ExpensesNotRptdF990
Expenses Subtotal	81574574	ExpensesSubtotal
Other Expenses Not Included	-1518902	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	-1518902	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	80055672	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Description of Intended Use of Endowment Funds:	Part V, Line 4:	The Investment Committee, which oversees all the Corporation's investments, operates under investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs, while seeking to maintain the purchasing power of the endowment assets. Under these policies, the endowment assets are invested in a manner that, over time, will meet the long-term objective of a 5% real return on assets. The Corporation's policy is to preserve the historical dollar value of permanently restricted contributions, and to use any of the investment returns as is prudent considering the Corporation's long- and short-term needs, resources, duration and preservation of donor-restricted endowment funds, donor restrictions, expected total return on its investments, price level trends, general economic conditions, and investment policies.
Description of Uncertain Tax Positions Under FIN 48:	Part X:	Income Taxes The Corporation is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code unless it has income from unrelated business activities. The Corporation follows the standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Corporation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the Corporation, continued tax exempt status of bonds payable, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2012 and 2011, there were no unrecognized tax benefits identified or recorded as liabilities. The Corporation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Corporation is generally no longer subject to examination by the Internal Revenue Service for years before the fiscal year ended June 30, 2008.
Part XI, Line 8 - Other Adjustments:		Interest rate swap fair value adjustments -15,491,132. Changes in pension plan assets and benefit obligations -12,696,538. Total to Schedule D, Part XI, Line 8: -28,187,670.
Part XII, Line 4b - Other Adjustments:		Rental expenses (Part VIII, Line 6b) -459,849. Gain on sale of other assets (Part VIII, Line 7c(ii)) 2,268. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -854,920. Cost of goods sold (Part VIII, Line 10b) -206,401.
Part XIII, Line 2d - Other Adjustments:		Interest rate swap fair value adjustment 15,491,132. Changes in pension plan assets and benefit obligations 12,696,538.
Part XIII, Line 4b - Other Adjustments:		Rental expenses (Part VIII, Line 6b) -459,849. Gain on sale of other assets (Part VIII, Line 7c(ii)) 2,268. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -854,920. Cost of goods sold (Part VIII, Line 10b) -206,401.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean -	Investments	75462949
Europe (Including Iceland & Greenland)	Program Services	3482485	In Fall 2011, the Chicago Symphony Orchestra conducted a six-city , ten-concert tour to Europe which included stops in Salzburg, Lucerne, Luxembourg, Paris, Dresden and Vienna.
Russia & the Newly Independent States	Program Services	1392231	In April 2012, the Chicago Symphony Orchestra conducted a two-city , three-concert tour to Russia which included stops in Moscow and St. Petersburg.
Europe (Including Iceland & Greenland)	Program Services	1856308	In April 2012, the Chicago Symphony Orchestra conducted a four-city , four-concert tour to Italy which included stops in Rome, Naples, Brescia and Ravenna.
Europe (Including Iceland & Greenland) -	Fundraising	27633	Patrons' Tour
Russia & the Newly Independent States -	Fundraising	15745	Patrons' Tour
Europe (Including Iceland & Greenland) -	Fundraising	20994	Patrons' Tour

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	82258345	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	82258345	TotalAmountSpent
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	0	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	1	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	SD&A Teleservices Inc	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	5757 W Century	AddressLine1
City	Los Angeles	City
State	CA	State
ZIP Code	90045	ZIPCode

Field	Value	IRS element (for citing)
Activity	Telefundraising Campaigns	Activity
Fundraiser Control Of Funds	0	FundraiserControlOfFunds
Gross Receipts	1803622	GrossReceipts
Amount Retained By Contractor	603562	AmountRetainedByContractor
Net To Organization	1199970	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	1803622	TotalGrossReceipts
Total Retained By Contractors	603562	TotalRetainedByContractors
Total Net To Organization	1199970	TotalNetToOrganization
Licensed States	IL	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Symphony Ball	NameOfEvent1
Gross Receipts Event1	1045141	GrossReceiptsEvent1
Charitable Contributions Event1	612784	CharitableContributionsEvent1
Gross Revenue Event1	432357	GrossRevenueEvent1
Rent Facility Costs Event1	8657	RentFacilityCostsEvent1
Food And Beverage Event1	130100	FoodAndBeverageEvent1
Entertainment Event1	12900	EntertainmentEvent1
Other Direct Expenses Event1	73445	OtherDirectExpensesEvent1
Name Of Event2	Corporate Night	NameOfEvent2
Gross Receipts Event2	1147676	GrossReceiptsEvent2
Charitable Contributions Event2	688364	CharitableContributionsEvent2
Gross Revenue Event2	459312	GrossRevenueEvent2
Non Cash Prizes Event2	4390	NonCashPrizesEvent2
Rent Facility Costs Event2	37005	RentFacilityCostsEvent2
Food And Beverage Event2	64036	FoodAndBeverageEvent2
Entertainment Event2	180522	EntertainmentEvent2
Other Direct Expenses Event2	73647	OtherDirectExpensesEvent2
Total Number Of Other Events	12	TotalNumberOfOtherEvents
Gross Receipts Other Events	451918	GrossReceiptsOtherEvents
Charitable Contrib Other Events	128351	CharitableContribOtherEvents
Gross Revenue Other Events	323567	GrossRevenueOtherEvents
Non Cash Prizes Other Events	648	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	13779	RentFacilityCostsOtherEvents
Food And Beverage Other Events	122367	FoodAndBeverageOtherEvents
Entertainment Other Events	12918	EntertainmentOtherEvents
Other Direct Expenses Other Events	120506	OtherDirectExpensesOtherEvents
Gross Receipts Total	2644735	GrossReceiptsTotal
Charitable Contributions Total	1429499	CharitableContributionsTotal
Gross Revenue Total Events	1215236	GrossRevenueTotalEvents
Non Cash Prizes Total Events	5038	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	59441	RentFacilityCostsTotalEvents
Food And Beverage Total Events	316503	FoodAndBeverageTotalEvents
Entertainment Total Events	206340	EntertainmentTotalEvents
Other Direct Expenses Total Events	267598	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	854920	DirectExpenseSummaryEvents
Net Income Summary	360316	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Civic Orchestra Stipends	135	553406
Civic Orchestra Fellowships	8	51100

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Procedure for Monitoring Grants in the U.S.:	Part I, Line 2:	Schedule I, Part I, Line 2: All regular members of the Civic Orchestra of Chicago receive a stipend. Associate members receive stipends if they perform as a sub or an extra player. Most Regular members receive an annual stipend of $6,500. Five string players who are assigned to principal positions via audition receive an additional $2,060 per season. Stipends offset some of the cost of living, allowing musicians more time to spend on their music studies. While the majority of Civic musicians are post-graduates, stipends may be applied to tuition expenses for students pursuing degrees in music. Eight graduate string players, all of whom are Regular members, receive a fellowship (rather than the stipend) annually that is disbursed on an annual or semester basis directly to the academic institution they are attending. This is part of a cooperative agreement between the Civic Orchestra and area schools (Northwestern University, DePaul University and Chicago College of Performing Arts at Roosevelt University) to provide two years of tuition-free graduate study. The academic institution covers the portion of the tuition that the fellowship from the Civic Orchestra does not cover.
		Civic Membership: Members of the Civic Orchestra of Chicago are chosen by blind audition in February-March for the following season (September-May). Adjudicators are members of the Chicago Symphony Orchestra. Auditionees play a prepared list of orchestral excerpts and a solo work that has been selected by the CSO member, and are ranked by a number during the audition process. When the auditions are over, the numbers are placed in order and then matched with the name of the auditionee. From the list, Regular and Associate membership rosters are formed. Regular section membership is based on the number of players required in a given section on a regular basis. Subs and extras are drawn from the Associate membership roster as needed throughout the season. All ranking is guided by the artistic quality of the audition as determined by the adjudicator.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Deborah F Rutter
440310	0	50000	0	55458	0	12700	0	18721	0	577189	0	0	0
Isabelle Goossen
185636	0	0	0	23267	0	11112	0	3371	0	223386	0	0	0
Kevin Giglinto
158875	0	0	0	16634	0	8388	0	22725	0	206622	0	0	0
Martha Gilmer
176837	0	0	0	31300	0	12990	0	20634	0	241761	0	0	0
Vanessa Moss
176490	0	0	0	16781	0	10810	0	22307	0	226388	0	0	0
Riccardo Muti
1013333	0	0	0	0	0	0	0	0	0	1013333	0	0	0
Robert Chen
428596	0	0	0	9592	0	7206	0	36730	0	482124	0	0	0
John Sharp
259758	0	0	0	17811	0	14694	0	29971	0	322234	0	0	0
Mathieu Dufour
290680	0	0	0	580	0	6282	0	13466	0	311008	0	0	0
Christopher Martin
266191	0	0	0	643	0	5097	0	20743	0	292674	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Return Reference	Part I, Line 1a	ReturnReference
Explanation	Charter travel is provided for all employees during certain foreign and domestic tours when deemed more economical.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Illinois Finance Authority	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	861091967	IssuerEIN
CUSIP Number	45200FGY9	CUSIPNumber
Date Issued	2008-05-29	DateIssued
Issue Price	83015000	IssuePrice
Description Of Purpose	See Part VI	DescriptionOfPurpose
Defeased	0	Defeased
On Behalf Of Issuer	0	OnBehalfOfIssuer
Pool Financing	0	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Total Proceeds	83015000	TotalProceeds
Capitalized Interest	620000	CapitalizedInterest
Refunding Escrow	81364393	RefundingEscrow
Issuance Costs From Proceeds	722487	IssuanceCostsFromProceeds
Credit Enhancement	308120	CreditEnhancement
Year Of Subst Completion	1997	YearOfSubstCompletion
Current Refunding	1	CurrentRefunding
Advance Refunding	0	AdvanceRefunding
Final Allocation Made	1	FinalAllocationMade
Adequate Books And Recds Maintaind	1	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	0	Form8038TFiled
Variable Rate Issue	1	VariableRateIssue
Hedge Identified In Books And Recds	0	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGIC
Gross Proceeds Invested	0	GrossProceedsInvested
Exception To Rebate	1	ExceptionToRebate

Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)

IdentifierIdentifier

ExplanationExplanation

Schedule K Supplental Information

Part I, Line A, Column (f): The Bonds were issued to (i) refinance a line of credit to the Chicago Symphony Orchestra (the Symphony) from the Northern Trust Company (the Line of Credit) and pay or reimburse the Symphony for certain costs relating to the conversion of the interest rate mode (the Series 2002 Conversion) on the $80,650,000 original aggregate principal amount of the Illinois Educational Facilities Authority Revenue Refunding Bonds, Chicago Symphony Orchestra, Series 2002 (the Series 2002 Bonds) and (ii) pay a portion of the interest on the Bonds and certain costs of issuance of the Bonds (including credit enhancement). The proceeds of the Line of Credit were used to finance a portion of the costs of (i) financing the mandatory purchase of the Series 2002 Bonds by the Symphony in connection with the Series 2002 Conversion, (ii) paying certain costs and expenses related to (a) the incurrence and maintenance of the Line of Credit, and (b) the Series 2002 Conversion, and (iii) paying accrued interest on the Line of Credit. The Series 2002 Bonds were issued on December 19, 2002 to refund all of the $77,900,000 original aggregate principal amount of the Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1996 (Chicago Symphony Orchestra Project) (the Series 1996 Bonds), (ii) pay a portion of interest on the Series 2002 Bonds, and (iii) pay a portion of costs of issuance (including bond insurance premium). The 1996 Bonds were issued on June 12, 1996 to (i) finance, refinance and reimburse the Symphony for certain costs relating to the renovation and expansion of Orchestra Hall and surrounding properties, (ii) pay a portion of interest on the Series 1996 Bonds, (iii) pay or reimburse the Symphony for a portion of the interest on the $50,000,000 Illinois Development Finance Authority Variable/Fixed Rate Demand Revenue Bonds, Series 1994 (Chicago Symphony Orchestra Project), and (iv) pay certain costs relating to letters of credit and costs of issuance.

Part V: Procedures to Undertake Corrective Action

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Chicago Tribune
William A. Osborn (Board Member), Helen Zell (Family relationship)	613845	Advertising - Print	0
The Northern Trust Company
J.S. Crown(Family relationship),D. Fox,Jr.(Key EE),F.H. Waddell(Chairman)	593326	Letter of Credit and other banking fees	0
Blue Cross Blue Shield of Illinois
Michelle L. Collins (Board Member), Sona Wang (Director)	672050	Insurance premiums	0
JP Morgan
James S. Crown (Board Member), David Fox, Jr. (Vice Chairman)	128556	Letter of Credit and other banking fees	0
Mayer Brown LLP
D.de Hoyos(Partner), J.R.Schmidt(Partner), J.W.McCue(Family Relationship)	121477	Legal fees	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	81	NumberOfContributions
Noncash Contribs Rptd F990	3517239	NoncashContribsRptdF990
Method Of Determining Revenues	FMV-stock gifts	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Wine Sponsorship	1	21900	Fair Market Value
X	Cough Drops	1	28123	Fair Market Value
X	Software	1	4385	Fair Market Value
X	Advertising	1	45814	Fair Market Value
X	Airfare miles	1	200000	Fair Market Value
X	Instrument usage	1	26874	Fair Market Value
X	Tour travel	1	364167	Fair Market Value

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	Third Party Use:	Identifier
Return Reference	Part I, Line 32b:	ReturnReference
Explanation	Publicly traded securites are sold via a stock brokerage account held at the corporation's primary banking relationship.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
Form 990, Part VI, Section A, line 2	Family Relationship: Matthew and Carolyn (Kay) Bucksbaum Family Relationship: David W. Fox, Sr., David W. Fox, Jr. Business Relationship 1: Gregory C. Case, R. Eden Martin, John W. Rogers, Jr. Business Relationship 2: Anthony K. Anderson, John W. Rogers, Jr. Business Relationship 3: James S. Crown, William A. Osborn Business Relationship 4: Frank M. Clark, Ellen M. Costello Business Relationship 5: Michelle L. Collins, Sona Wang Business Relationship 6: Susan Crown (relative of James S. Crown), David B. Speer, Pamela B. Strobel (spouse of Russ M. Strobel) Business Relationship 7: Debora de Hoyos, Scott McCue (spouse of Judith W. McCue), John R. Schmidt Business Relationship 8: John W. Rogers, Jr., Roger W. Stone Business Relationship 9: Michelle L. Collins, Frederick A. Krehbiel, Donald G. Lubin Business Relationship 10: James S. Crown, David W. Fox, Jr. Business Relationship 11: R. Eden Martin, Russ M. Strobel Business Relationship 12: Susan Crown (relative of James S. Crown), David Fox, Jr., Frederick H. Waddell Business Relationship 13: Walter Carlson (spouse of Debora de Hoyos) Charles W. Douglas, R. Eden Martin, Richard B. Kapnick, Newton N. Minow Business Relationship 14: William A. Osborn, Helen Zell Business Relationship 15: Frank M. Clark, Dean L. Buntrock
Form 990, Part VI, Section A, line 7a	At each annual meeting the fully ratified Governing Members elect regular and life trustees.
Form 990, Part VI, Section B, line 11	CSO staff prepares Form 990, and it is reviewed by our tax advisor. Staff and the tax advisor discuss and review the entire Form 990 and Form 990-T with members of the CSO Audit Committee, who review and accept it before it is filed as set forth in the Committee Authority and Responsibility section of the Audit Committee charter. At its Spring meeting, the Board of Trustees was reminded of the Audit Committee's responsibility to review and approve the annual tax returns. The 2011 Form 990 and Form 990-T were reviewed and approved at the April 29, 2013 meeting of the Audit Committee.
Form 990, Part VI, Section B, line 12c	The CSO maintains a Conflict of Interest Policy that applies to all trustees, the Executive Committees of certain auxiliary operations operating under the CSO's bylaws, senior management and other designated staff members, and non-trustee members of Trustee committees. The Policy requires each person to whom the policy applies to complete an annual disclosure questionnaire that discloses any business or financial interest, which might reasonably be expected to give rise to a possible conflict between the interest of the CSO and the interest of such person. The Policy forbids such individuals from voting on or using their personal influence in connection with such business or financial issues. In the event the CSO does conduct business with a related party, the financial terms of those relationships are reported annually to the Audit Committee, whose members are independent per the terms of its charter. The CSO requires each non-union employee to conduct themselves in accordance with the code of Business Conduct and Ethics, approved by the Board of Trustees, and to sign an annual statement acknowledging their understanding of and compliance with the Code.
Form 990, Part VI, Section B, line 15	The process for determining the compensation of the President included a meeting on August 3, 2011, of the Administrative Personnel Committee, which was comprised of three independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting. The President's compensation is also discussed in executive session at a board meeting. The process for determining the compensation of other officers or key employees included a meeting on August 3, 2011, of the Administrative Personnel Committee, which was comprised of three independent trustees and two non-trustees. The Committee reviewed the compensation arrangements and peer benchmark data based on size of budget and scope of management responsibility. Published compensation surveys for non-profit organizations were also reviewed. Recommendations were made to the Committee and accepted, and the deliberations of the Committee were documented in the minutes of the meeting.
Form 990, Part VI, Section C, line 19	Financial statements, governing documents and conflict of interest policy are available to the public upon request.
Form 990, Part XI, line 5:	Net unrealized losses on investments: -17,027,850. Interest rate swap fair value adjustments -15,491,132. Changes in pension plan assets and benefit obligations -12,696,538. Total to Form 990, Part XI, Line 5: -45,215,520.	Changes in Net Assets or Fund Balances: