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BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
Tax period
2011-09-01 to 2012-08-31
Filed
2013-06-18
IRS object ID
201331789349300513
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-18T11:11:16-07:00Timestamp
Tax Period End Date2012-08-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103550EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOSTON SYMPHONY ORCHESTRA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOSTNameControl
Phone6172661492Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameThomas D MayName
TitleChief Financial OfficerTitle
Phone6172661492Phone
Date Signed2013-06-18DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMark VolpeNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Gross Receipts179661419GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.bso.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1918YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionThe 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members32NbrIndependentVotingMembers
Total Nbr Employees1260TotalNbrEmployees
Total Nbr Volunteers1245TotalNbrVolunteers
Total Gross UBI1147186TotalGrossUBI
Net Unrelated Business Txbl Income-19664NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year24734705ContributionsGrantsPriorYear
Contributions Grants Current Year34676732ContributionsGrantsCurrentYear
Program Service Revenue Prior Year34664126ProgramServiceRevenuePriorYear
Program Service Revenue CY36326208ProgramServiceRevenueCY
Investment Income Prior Year17297776InvestmentIncomePriorYear
Investment Income Current Year22033214InvestmentIncomeCurrentYear
Other Revenue Prior Year3963032OtherRevenuePriorYear
Other Revenue Current Year4183250OtherRevenueCurrentYear
Total Revenue Prior Year80659639TotalRevenuePriorYear
Total Revenue Current Year97219404TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year45676892SalariesEtcPriorYear
Salaries Etc Current Year46944447SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7669199TotalFundrsngExpCurrentYear
Other Expense Prior Year37905313OtherExpensePriorYear
Other Expenses Current Year38900311OtherExpensesCurrentYear
Total Expenses Prior Year83582205TotalExpensesPriorYear
Total Expenses Current Year85844758TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2922566RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11374646RevenuesLessExpensesCY
Total Assets BOY493519685TotalAssetsBOY
Total Assets EOY494201024TotalAssetsEOY
Total Liabilities BOY55353253TotalLiabilitiesBOY
Total Liabilities EOY73671753TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY438166432NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY420529271NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense58386049Expense
Grants0Grants
Revenue35129372Revenue
DescriptionOrchestra 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 25 concerts and 7 open rehearsals 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 and 12 Youth and Family Concerts, including 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 the world's largest orchestral operation and the fourth-largest performing arts institution in the United States. The BSO's 2011-12 subscription season marked the orchestra's 131st year. The 2011-12 season featured some of the most ambitious, seminal pieces within the classical repertoire. An all-Mozart program on opening night (September 30, 2011) featured an innovative concert format, with violin virtuoso Anne-Sophie Mutter appearing as both soloist and conductor. The season also included the final concerts of a complete John Harbison symphony cycle, culminating with the world premiere of the composer's Symphony No. 6 (a BSO commission). A wealth of classical masterworks, including beloved choral works like Beethoven's Missa Solemnis; symphonies by Haydn, Brahms, Mahler, and Beethoven; and significant pieces by composers such as Debussy, Stravinsky, and Strauss were performed with world-renowned guest conductors, including Kurt Masur, Rafael Frühbeck de Burgos, Charles Dutoit, and Bernard Haitink. From December 6-10, 2011, the BSO toured the west coast to glowing reviews, appearing under the baton of conductor Ludovic Morlot at Davies Symphony Hall in San Francisco (as part of the San Francisco Symphony's 100th anniversary celebration), the Granada Theatre in Santa Barbara, the McCallum Theatre in Palm Desert and the Walt Disney Concert Hall in Los Angeles. Among the works featured were Harbison's Symphony No. 4, Ravel's Daphnis et Chloé, and Mahler's Symphony No. 1. Tanglewood celebrated its 75th season as the nation's leading summer music festival in 2012. A gala concert on July 14, 2012 featured the best of Tanglewood. The Boston Symphony, Boston Pops, Tanglewood Music Center Orchestra, and Tanglewood Festival Chorus all performed, with conductors John Williams, Keith Lockhart, and Andris Nelsons taking the podium. Special guest soloists included Yo-Yo Ma, Emanuel Ax, Peter Serkin, James Taylor, and Anne-Sophie Mutter. The Festival's Opening Night on July 6, 2012 also marked the anniversary with a reprise of the repertoire from the BSO's first concert at Tanglewood in 1937. The all-Beethoven program included the "Leonore No. 3" Overture and Symphonies No. 5 and 6. Over the course of the season the Tanglewood Festival served a record audience of 376,000. 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 Sergei Prokofiev, Igor Stravinsky, Samuel Barber, Béla Bartók, Elliott Carter, Aaron Copland, George Gershwin and John Harbison, among many others. Several BSO commissions have become landmarks of the 20th Century orchestral repertoire, including Stravinsky's Symphony of Psalms, Bartók'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 2011-12 BSO season in Symphony Hall, as mentioned above, the orchestra presented the American premiere of the Harbison Symphony No. 6 (a BSO commission). For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was approximately 1.2 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. All told, these broadcasts reached a listening audience of more than 450,000. Additionally, the CBS broadcast of the July 4th Pops concert on Boston's Charles River Esplanade reaches millions of viewers nationwide, beyond the approximately 400,000 in attendance in Boston. Expanded media activities around the Tanglewood 75 milestone, reaching hundreds of thousands of additional patrons, included live radio broadcasts, music streams and downloads of historic performances from the past 75 years, and special webcasts of select Tanglewood Music Center master classes. Tanglewood's 75th Anniversary gala concert on July 14 was recorded and broadcast on PBS on Friday, August 10 as part of PBS's Great Performances "Summer Festivals" series. 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense4928519Expense
Grants0Grants
Revenue458329Revenue
DescriptionEducation: 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 staged opera (also involving instrumentalists), composition, and conducting. In the summer of 2012, 153 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 30 states and 17 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, which was directed in 2012 by composer Oliver Knussen. A highlight of the 2012 Festival of Contemporary Music was the concert performance of Mr. Knussen's Higglety Pigglety Pop!, which featured the talented young vocalists and instrumentalists of the Tanglewood Music Center. Some 35,000 individuals 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 life spans. During FY2012, the BSO offered, among other programs, a total of six Youth and Family Concerts during a week of concerts in March 2012. Although safety considerations following a catastrophic power failure in Boston's Back Bay on March 13 required the cancellation of two weekday concerts, the six remaining performances were attended by more than 12,000 students from schools across Massachusetts. Through the Metropolitan Youth Concerts series, the BSO fully underwrites admission to the Youth Concerts for students in the Boston Public Schools and other metro-Boston school systems. This program serves more than 4,000 urban children in third through twelfth grades from approximately 50 schools. 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 2,606 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 2012, 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 2012, DARTS enrolled a total of 386 children for eight one-week sessions. During each session, the students explored an artistic discipline revolving around 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1228188Expense
Grants0Grants
Revenue1203525Revenue
DescriptionHistoric 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 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 25 BSO concerts and 7 open rehearsals 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 fifty concerts and recitals by fellows of the Tanglewood Music Center, the weeklong Festival of Contemporary Music, a Popular Artists Series, and jazz concerts. 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, Seiji Ozawa Concert Hall, and the Tanglewood Theatre. 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 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. The Theatre is the second Tanglewood structure designed by Eero Saarinen. It is used primarily by the TMC for opera and other staged productions not suited for presentation in Ozawa Hall. This wooden structure has a full orchestra pit and fully rigged stage. The Tanglewood master plan was completed in the summer of 2005, resulting in an approved plan that will guide the enhancement and preservation of this unique property for the next seven to ten years. During FY12, in accordance with the Boston Symphony Orchestra's master plan for facilities, the BSO continued extensive exterior restoration work on Symphony Hall in Boston and completed a major sewer system installation at Tanglewood.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseGrantsGrantsRevenueRevenueDescriptionDescription
9348590738507Electronic Media: During FY12, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on 99.5 Classical New England , a subsidiary of public radio station WGBH. Expanded media activities around the 75th anniversary of Tanglewood included special live radio broadcasts, and webcasts of select Tanglewood Music Center master classes. Tanglewood's 75th Anniversary gala concert on July 14 was recorded and broadcast on PBS on Friday, August 10 as part of PBS's Great Performances "Summer Festivals" series. A special electronic media initiative, "Tanglewood 75th: From the Audio Archives" offered free music streams of content from Tanglewood's remarkable and storied history. The BSO released one free stream of music selected from hallmark performances at Tanglewood each day for 75 days, with each stream offered as a paid permanent digital download following the expiration of the free streaming period. Over 400,000 items were streamed or downloaded as a result of this initiative. The BSO's website (www.bso.org) continued to prove its value as one of the orchestra's most vital business assets, receiving nearly 7 million visits in FY12, 15 percent of which were international. This generated more than 33 million page views. The BSO's website continues to be the largest and most-visited orchestral website in the country. The website is also essential to executing the orchestra's educational and community engagement mission. 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. Currently, the BSO's podcast series has 98,000 subscribers, of which 76,500 are active. All audio and video podcasts are published through the BSO Media Center, which is available at www.bso.org and also via download as an iPhone or iPad app. Additionally, during FY12 the BSO's Classical Companion series (successor to the Online Conservatory), offering interactive exploration of select BSO programs, was visited 250,000 times. More than 7 million people have visited the Classical Companion or its predecessor since FY '04.
3634220500989Merchandise 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.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1298281TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev1239496TotalOfOtherProgramServiceRev
Total Program Service Expense65841037TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
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Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
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Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
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Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096442NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1260NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
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Quid Pro Quo Contributions1QuidProQuoContributions
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Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members32NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
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Decisions Subject To Approval0DecisionsSubjectToApproval
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Document Retention Policy1DocumentRetentionPolicy
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Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonThomas D MayNamePerson
Telephone Number6172661492TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AveAddressLine1
CityBostonCity
StateMAState
ZIP Code021154557ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (43 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
William F Achtmeyer
Trustee2X000
George D Behrakis
Trustee2X000
Alan Bressler
Trustee2X000
Jan Brett
Trustee2X000
Samuel B Bruskin
Trustee2X000
Paul Buttenwieser
Vice-Chairman2X000
Eric D Collins
Trustee2X000
Diddy Cullinane
Vice-Chairman2X000
Cynthia Curme
Trustee2X000
Alan J Dworsky
Trustee2X000
William R Elfers
Trustee2X000
Nancy J Fitzpatrick
Trustee2X000
Michael Gordon
Trustee2X000
Brent L Henry
Trustee2X000
Charles H Jenkins Jr
Trustee2X000
Stephen Kay
Vice-Chairman2X000
Edmund Kelly
Chairman2X000
Joyce G Linde
Trustee2X000
John M Loder
Trustee2X000
Carmine A Martignetti
Trustee2X000
Robert J Mayer MD
Trustee2X000
Robert P O'Block
Vice-Chairman2X000
Vincent M O'Reilly
Treasurer2X000
Susan W Paine
Trustee2X000
Carol Reich
Trustee2X000
Edward I Rudman
Trustee2X000
Arthur I Segel
Trustee2X000
Roger T Servison
Vice-Chairman2X000
Thomas G Stemberg
Trustee2X000
Theresa M Stone
Trustee2X000
Caroline Taylor
Trustee2X000
Stephen R Weber
Vice Chairman2X000
Stephen R Weiner
Trustee2X000
Robert C Winters
Trustee2X000
Mark Volpe
Managing Director40560393062545X
Thomas D May
Chief Financial Officer40221400070733X
Suzanne Page
Clerk of the Board4078137018646X
Kim Noltemy
Chief Mrktg & Communications Officer40191073048859X
Malcolm Lowe
Concertmaster40415850026556X
John A Ferrillo Jr
Principal Oboe40271912047254X
Thomas C Rolfs Jr
Principal Trumpet40244379045817X
Steven Ansell
Principal Viola40235592052829X
Elizabeth Rowe
Principal Flute40231726018671X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2450462TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation391910TotalOtherCompensation
Number Individuals GT100 K127NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1Address Line2AddressOfContractor/AddressUS/AddressLine2CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Tisbury Tours Inc
360 Hamilton AvenueSte 100White PlainsNY10601Services of James Taylor1232971
Isole Inc
1032 Country Club RoadBrevardNC28712Services of K. Lockhart740729
Opus 3 Artists
470 Park Avenue9th FloorNew YorkNY10016Guest Artists442500
Columbia Artists Management
1790 BroadwayNew YorkNY10019Comms and guest artists267300
Creative Artists Agency
3310 West End AveNashvilleTN37203Guest artists252500
FieldValueIRS element (for citing)
Number Of Contractors GT100 K20NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events2861920FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants178510GovernmentGrants
All Other Contributions31636302AllOtherContributions
Noncash Contributions5375914NoncashContributions
Total Contributions34676732TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Concerts & tours90009934291660342916600$0
Electronic media9000997385077385070$0
Education9000994583294583290$0
Program advertising5111907524450752445$0
Parking9000998526700$85,267

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue36326208TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1413406TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,413,406ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3764970Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1205864Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2559106Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2559106TotalRevenueColumn
Related Or Exempt Function Income1409064RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,150,042ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities99964000Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities79344192Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities20619808Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column20619808TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue16393UnrelatedBusinessRevenue
Exclusion$20,603,415ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events1001510GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events2861920CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1153835FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-152325TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$152,325ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1239113GrossSalesOfInventory
Cost Of Goods Sold738124CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column500989TotalRevenueColumn
Related Or Exempt Function Income122641RelatedOrExemptFunctionIncome
Unrelated Business Revenue378348UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFood and beverageDescription
Business Code900099BusinessCode
Total Revenue Column1275480TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,275,480ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1275480TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column97219404TotalRevenueColumn
Related Or Exempt Function Income37020201RelatedOrExemptFunctionIncome
Unrelated Business Revenue1147186UnrelatedBusinessRevenue
Exclusion$24,375,285ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1409013Total
Management And General1232137ManagementAndGeneral
Fundraising176876Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total124434Total
Program Services124434ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total33704293Total
Program Services25473243ProgramServices
Management And General5239972ManagementAndGeneral
Fundraising2991078Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3932673Total
Program Services2885288ProgramServices
Management And General725683ManagementAndGeneral
Fundraising321702Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5335922Total
Program Services3228662ProgramServices
Management And General1393702ManagementAndGeneral
Fundraising713558Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2438112Total
Program Services1487567ProgramServices
Management And General658587ManagementAndGeneral
Fundraising291958Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total75000Total
Program Services75000ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total151225Total
Management And General151225ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total135377Total
Management And General135377ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total32769Total
Fundraising32769Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1216400Total
Program Services1216400ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total12384314Total
Program Services11984829ProgramServices
Management And General395330ManagementAndGeneral
Fundraising4155Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3518432Total
Program Services3101316ProgramServices
Management And General168552ManagementAndGeneral
Fundraising248564Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2719701Total
Program Services1992397ProgramServices
Management And General232872ManagementAndGeneral
Fundraising494432Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1071338Total
Program Services236362ProgramServices
Management And General584483ManagementAndGeneral
Fundraising250493Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total28837Total
Program Services28837ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3106455Total
Program Services2372178ProgramServices
Management And General452764ManagementAndGeneral
Fundraising281513Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4949022Total
Program Services4364653ProgramServices
Management And General153366ManagementAndGeneral
Fundraising431003Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total555642Total
Program Services51216ProgramServices
Management And General38882ManagementAndGeneral
Fundraising465544Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total49612Total
Program Services47628ProgramServices
Fundraising1984Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4266564Total
Program Services3266820ProgramServices
Management And General616439ManagementAndGeneral
Fundraising383305Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total162558Total
Program Services10250ProgramServices
Management And General152308ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionConcert production expensesDescription
Total1504298Total
Program Services1501360ProgramServices
Management And General2843ManagementAndGeneral
Fundraising95Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2972767Total
Program Services2392597ProgramServices
Fundraising580170Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total85844758Total
Program Services65841037ProgramServices
Management And General12334522ManagementAndGeneral
Fundraising7669199Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2668559BOY
EOY2017231EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY19434855BOY
EOY24912905EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY25170809BOY
EOY23719049EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1309859BOY
EOY1657194EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY93889BOY
EOY85478EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY593886BOY
EOY508873EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2060119BOY
EOY1804624EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis112958845LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec63485977LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY45665982BOY
EOY49472868EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY130793270BOY
EOY146917041EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY230644168BOY
EOY207997160EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY35084289BOY
EOY35108601EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY493519685BOY
EOY494201024EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8598091BOY
EOY8564238EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY9723152BOY
EOY9450716EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY5500000BOY
EOY5500000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY31532010BOY
EOY50156799EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY55353253BOY
EOY73671753EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY61300211BOY
EOY44234532EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY190354174BOY
EOY185157808EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY186512047BOY
EOY191136931EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY438166432BOY
EOY420529271EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY493519685BOY
EOY494201024EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses11374646ReconcilationRevenueExpenses
Reconcilation Other Changes-29011807ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26726120CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years50438949CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years28470125CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24734705CurrentTaxYearMinus1Year
Current Tax Year34676732CurrentTaxYear
Total165046631Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26726120CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years50438949CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years28470125CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year24734705CurrentTaxYearMinus1Year
Current Tax Year34676732CurrentTaxYear
Total165046631Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total26681627AmountsSubstContributorsTotal
Public Support Total170138365004PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4217872CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3392700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3555358CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2788795CurrentTaxYearMinus1Year
Current Tax Year2563448CurrentTaxYear
Total16518173Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years190760CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total190760Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total0Total
FieldValueIRS element (for citing)
Total Support181755564TotalSupport
Gross Receipts From Admissions Etc189498765GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.76127PublicSupportPertcentage170
Public Support Pertcent Prior Year0.74359PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$32,769DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB32769TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSchC_P2B_S00_L01Identifier
Return ReferenceSchedule C, Part II-B, Line 1ReturnReference
ExplanationThe lobbying activities of the BSO address issues such as state funding and proposed legislation related to historic preservation, tourism, transportation, infrastructure, 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.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance387370000BeginningOfYearBalance
Contributions8067000Contributions
Investment Earnings Or Losses7551000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures23025000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance379963000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance354476000BeginningOfYearBalance
Contributions5920000Contributions
Investment Earnings Or Losses49369000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures22395000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance387370000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance329988000BeginningOfYearBalance
Contributions7159000Contributions
Investment Earnings Or Losses32976000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures15647000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance354476000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance398852000BeginningOfYearBalance
Contributions13065000Contributions
Investment Earnings Or Losses-58188000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures23741000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance329988000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.1262BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.4819PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.3919TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6554782OtherCostOrOtherBasis
Book Value6554782BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis69594523OtherCostOrOtherBasis
Depreciation37975494Depreciation
Book Value31619029BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis31098142OtherCostOrOtherBasis
Depreciation21543536Depreciation
Book Value9554606BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis5711398OtherCostOrOtherBasis
Depreciation3966947Depreciation
Book Value1744451BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings49472868TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Alternatives (equity LPs)125804315F
Real Assets(gold,energy&commodities funds)32572793F
Illiquid Equities(private equity LPs)30697620F
Real Estate(real estate LPs)11071144F
Investment in 263 HA Limited Partnership7851288F
FieldValueIRS element (for citing)
Total Of Book Value Securities207997160TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
Assets Held by Others25049396
Assets of Split Interest Agreements10059205
FieldValueIRS element (for citing)
Total Book Value Other Assets35108601TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAccd Liab for Pension & Post-retiremntDescription
Amount$50,156,799Amount
FieldValueIRS element (for citing)
Total Of Amounts50156799TotalOfAmounts
Total Revenue97219404TotalRevenue
Total Expenses85844758TotalExpenses
Excess Or Deficit For Year11374646ExcessOrDeficitForYear
Net Unrealized GL On Investments-11090971NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other-$17,920,836OtherAmount
Total Adjustments-29011807TotalAdjustments
Excess Or Deficit Per FS-17637161ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt87303924TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-11090971NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues1653767OtherRevenues
Revenue Not Rptd F990-9437204RevenueNotRptdF990
Revenue Subtotal96741128RevenueSubtotal
Investment Expenses Not Included1216400InvestmentExpensesNotIncluded
Other Revenues Not Included-738124OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt478276RevenueNotRptdOnFinStmt
Total Revenue Per Form99097219404TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt85366482TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included738124OtherExpensesIncluded
Expenses Not Rptd F990738124ExpensesNotRptdF990
Expenses Subtotal84628358ExpensesSubtotal
Investment Expenses Not Included21216400InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1216400ExpensesNotRptdOnFinStmt
Total Expenses Per Form99085844758TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P05_S00_L04Schedule D, Part V, Line 4The 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.
SchD_P06_S00_L01eSchedule D, Part VI, Line 1eOther includes land improvements and related depreciation and construction in progress.
SchD_P07_S00_L03Schedule D, Part VII, Line 3The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by distributions to the BSO.
SchD_P10_S00_L02Schedule D, Part X, Line 2The Orchestra accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Orchestra has identified its tax status as a tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions; however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. Its Federal and state income tax returns are generally open for examination for the past three years following the date filed by the appropriate tax authorities.
SchD_P11_S00_L08Schedule D, Part XI, Line 8Change in value of split interest agreements: $1,653,767 + Retirement plan related changes other than net periodic benefit costs: ($19,574,603) = Total adjustments to net assets: ($17,920,836)
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dChange in value of split interest agreements.
SchD_P12_S00_L04bSchedule D, Part XII, Line 4bCost of goods sold.
SchD_P13_S00_L02dSchedule D, Part XIII, Line 2dCost of goods sold

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Type Of Activities ConductedInvestmentsTypeOfActivitiesConducted
Total Expenditures26842000TotalExpenditures
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent26842000TotalAmountSpent
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Corporate EventNameOfEvent1
Gross Receipts Event1852764GrossReceiptsEvent1
Charitable Contributions Event1692737CharitableContributionsEvent1
Gross Revenue Event1160027GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event10NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event161096FoodAndBeverageEvent1
Entertainment Event155187EntertainmentEvent1
Other Direct Expenses Event170494OtherDirectExpensesEvent1
Name Of Event2Opening GalaNameOfEvent2
Gross Receipts Event21399742GrossReceiptsEvent2
Charitable Contributions Event21006222CharitableContributionsEvent2
Gross Revenue Event2393520GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event264507FoodAndBeverageEvent2
Entertainment Event284848EntertainmentEvent2
Other Direct Expenses Event2124856OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events1610924GrossReceiptsOtherEvents
Charitable Contrib Other Events1162961CharitableContribOtherEvents
Gross Revenue Other Events447963GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events169211FoodAndBeverageOtherEvents
Entertainment Other Events92146EntertainmentOtherEvents
Other Direct Expenses Other Events431490OtherDirectExpensesOtherEvents
Gross Receipts Total3863430GrossReceiptsTotal
Charitable Contributions Total2861920CharitableContributionsTotal
Gross Revenue Total Events1001510GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events0NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events294814FoodAndBeverageTotalEvents
Entertainment Total Events232181EntertainmentTotalEvents
Other Direct Expenses Total Events626840OtherDirectExpensesTotalEvents
Direct Expense Summary Events1153835DirectExpenseSummaryEvents
Net Income Summary-152325NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Mark Volpe
4334250001269680339760285690622938000
Thomas D May
21930300020970413160294170292133000
Kim Noltemy
1902060008670195790292800239932000
Malcolm Lowe
363046040000012804000265560442406000
John A Ferrillo Jr
27191200000226940245600319166000
Thomas C Rolfs Jr
24437900000190860267310290196000
Steven Ansell
23559200000245680282610288421000
Elizabeth Rowe
231726000009551091200250397000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule J, Part I, Line 1a1) 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.
SchJ_P01_S00_L04Schedule J, Part I, Line 4The compensation listed for Mark Volpe, Managing Director, for calendar year 2011 includes Base Compensation of $433,425. Other Reportable Compensation includes 1) taxable fringe in the amount of $12,337 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $16,500 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $98,131, which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal 2007 in recognition of his 10 years of outstanding service to the BSO. The plan is designed to provide Mr. Volpe an annual retirement benefit at age 60 equal to approximately 40% 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.
SchJ_P01_S00_L07Schedule J, Part I, Line 7One highly compensated employee is eligible for annual bonuses payable at management's discretion for the satisfactory fulfillment of certain responsibilities.

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonMark VolpeNamePerson
Purpose Of LoanMortgagePurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$200,000OriginalPrincipalAmount
Balance Due85478BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due85478TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Joseph Hearne
Spouse is trustee100660Employed as player0
Tisbury Tours Inc
Co.owned by spouse of trustee1597000Engaged to perform concerts0
Liberty Mutual Group
Chairman is trustee136825Purchased services from the BSO0

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSchL_P02_S00_L00Identifier
Return ReferenceSchedule L, Part IIReturnReference
ExplanationOn 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.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions84NumberOfContributions
Noncash Contribs Rptd F9902907592NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901000013NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XHospitality615730Fair Market Value
XPrinting327581Fair Market Value
XTransportation3230048Fair Market Value
XHotel Rooms1294535Fair Market Value
XEquipment236509Fair Market Value
XInstruments2796100Fair Market Value
XAdvertisements115680Fair Market Value
XMiscellaneous1752126Fair Market Value
FieldValueIRS element (for citing)
Number Of8283 Received2NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchM_P01_S00_L00Schedule M, Part IColumn B responses represent the number of contributions.
SchM_P01_S00_L25Schedule M, Part I, Lines 25-28Instruments comprise a Guadagnini violin valued at $756,000, which is used in the performance of the BSO's concerts, and a piano valued at $40,100, which is also used by the BSO.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P01_S00_L06Form 990, Part I, Line 6Volunteers comprise the 680 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 315 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 34 voting trustees and 216 non-voting members of the governing body.
F990_P06_S0A_L02Form 990, Part VI, Section A, Line 2Trustees Vincent M. O'Reilly and Stephen Kay serve on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employs another trustee, Dr. Robert J. Mayer, MD.
F990_P06_S0A_L08bForm 990, Part VI, Section A, Line 8bIn general, the Boston Symphony Orchestra (BSO) keeps minutes of all committees with authority to act on behalf of the boards.
F990_P06_S0B_L11bForm 990, Part VI, Section B, Line 11bThe 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.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cThe 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.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15The 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 2012.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19The Boston Symphony Orchestra's audited financial statements, conflict of interest policy and other governing documents are available upon request.
F990_P07_S0A_L01bForm 990, Part VII, Section A, Line 1bCompensation reported is based on calendar 2011 amounts.
F990_P07_S0B_L01CForm 990, Part VII, Section B, Line 1(C)The compensation listed for Opus 3 Artists includes fees for 13 guest artists. Compensation reported is based on calendar 2011 amounts. The compensation listed for Columbia Artists Management comprises commissions totaling $205,100 and fees for 4 guest artists of $62,200. The compensation listed for Creative Artists Agency comprises 5 deposits for guest artists.
F990_P11_S00_L05Form 990, Part XI, Line 5Other changes in net assets or fund balances of ($29,011,807) comprise net unrealized losses on investments of ($11,090,971), change in value of split interest agreements of $1,653,767 and retirement plan related changes other than net periodic benefit costs of ($19,574,603).

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1The Tent ClubBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
EIN237255432EIN
Primary ActivitiesSocial clubPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(c)(7)ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BSOBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org1ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1263 HA Limited PartnershipBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Primary ActivityReal EstatePrimaryActivity
Legal Domicile StateMALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1263 Realty CorporationBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeType
Share Of Total Income1209753ShareOfTotalIncome
Share Of EOY Assets7805074ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
General Or Managing Partner0GeneralOrManagingPartner
Percentage Ownership0.99PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1263 Realty CorporationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Primary ActivityReal EstatePrimaryActivity
Legal Domicile StateMALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
Share Of Total Income9710ShareOfTotalIncome
Share Of EOY Assets42905ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org1PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
263 HA Limited Partnership
j309141Fair Market
263 HA Limited Partnership
r1137161Actual partnership distribution

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierSchR_P02_S00_L00Identifier
Return ReferenceSchedule R, Part IIReturnReference
ExplanationThe Tent Club was dissolved effective April 4, 2012 and a final tax return was filed.Explanation