2013-07-12T17:07:06-05:00 2012-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-09-01 911351925 SEATTLE SYMPHONY FOUNDATION SEAT 2062154700 PO BOX 21906 SEATTLE WA 981113906 JEAN-FRANCOIS HEITZ 2062154700 2013-07-12 1 SARA ELIZABETH J HYRE P00235495 4254544919 2013-07-12 2011 2016-02-24 21:20:13Z LESLIE JACKSON CHIHULY PO BOX 21906 SEATTLE WA 981113906 2991241 0 X WWW.SEATTLESYMPHONY.ORG X 1986 WA TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. 11 11 0 11 0 0 10454 116581 0 0 834257 719470 0 0 844711 836051 581505 2392620 0 0 96688 52140 0 0 52553 52354 85235 730547 2529995 114164 -1693944 26064288 25867247 223585 244050 25840703 25623197 THE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. 0 0 2392620 2392620 THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. 2392620 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 WA X MAUREEN CAMPBELL MELVILLE 2062154700 200 UNIVERSITY STREET SEATTLE WA 98101 X JEAN-FRANCOIS HEITZ 2.00 X X 0 0 0 STEWART M LANDEFELD 2.00 X X 0 0 0 IRWIN TREIGER 2.00 X X 0 0 0 MICHAEL SLONSKI 2.00 X X 0 0 0 MARCO ABBRUZZESE 2.00 X 0 0 0 ANNE FARRELL 2.00 X 0 0 0 J PIERRE LOEBEL 2.00 X 0 0 0 GIRISH NAIR 2.00 X 0 0 0 LAUREL NESHOLM 2.00 X 0 0 0 KATHLEEN WRIGHT 2.00 X 0 0 0 LESLIE JACKSON CHIHULY 2.00 X X 0 0 0 ROBIN SHULER 2.00 X 0 142868 7092 MAUREEN CAMPBELL MELVILLE 2.00 X 0 94253 177 0 237121 7269 0 0 0 0 0 116581 116581 740711 740711 2133949 2155190 -21241 -21241 -21241 836051 0 0 719470 2392620 2392620 45245 45245 3569 3569 3326 3326 40925 40925 6231 6231 31150 31150 6136 6136 380 380 DUES & SUBSCRIPTIONS 215 215 TAXES, LICENSE, PERMITS 100 100 FOOD & BEVERAGE 82 82 MISCELLANEOUS 16 16 2529995 2392620 84822 52553 196279 82620 1248630 2099971 152500 162500 1800000 1800000 21968469 21062564 698410 659592 26064288 25867247 1000 30649 222585 213401 223585 244050 X 5277334 5567668 501520 489954 20061849 19565575 25840703 25623197 26064288 25867247 X -1693944 1476438 X 0 1 1 X 0 X X X 0 0 0 SEATTLE SYMPHONY ORCHESTRA 910667412 7 1 1 1 2529995 1 2529995 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 2,392,620 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 137,375 TOTAL: 2,529,995 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25300209 116581 2160329 2332620 137375 25107124 19644758 4010454 2294039 500000 149042 25300209 19670735 123987 1459940 1480697 129207 19644758 29473512 351582 -3679581 2344710 4000000 130068 19670735 0.22180 0.77820 0.00000 0 0 0 GIFT ANNUITY PAYABLE 213401 213401 836051 2529995 -1693944 1500859 -24421 1476438 -217506 2312489 1500859 -24421 1476438 836051 0 836051 2529995 0 2529995 0 2529995 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -24,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -24,421. 0 SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 981113906 910667412 509(A)(1) 2392620 0 N/A N/A GENERAL SUPPORT 1 0 SCHEDULE I, PART II: THE FUNDS THAT ARE TRANSFERRED ARE BASED ON A THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE, AND UP TO 7.5% OF THE AVERAGE IS DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. FORM 990, PART I, LINE 6 THERE WERE 11 VOLUNTEER BOARD MEMBERS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS ALLOW FOR THE SEATTLE SYMPHONY ORCHESTRA, THE SUPPORTED ORGANIZATION, TO SELECT SIX BOARD MEMBERS FOR THE SEATTLE SYMPHONY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE CONTROLLER AND VICE PRESIDENT OF FINANCE CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD AUDIT COMMITTEE ALSO REVIEWS THE REPORT PRIOR TO FILING. A PUBLIC DISCLOSURE COPY OF THE RETURN IS EMAILED TO THE ENTIRE BOARD AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. A FINANCIAL SUMMARY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION A: HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION: LESLIE JACKSON CHIHULY 5 HOURS MICHAEL SLONSKI 3 HOURS JEAN-FRANCOIS HEITZ 2 HOURS J. PIERRE LOEBEL 2 HOURS GIRISH NAIR 2 HOURS LAUREL NESHOLM 2 HOURS ROBIN SHULER 37 HOURS MAUREEN CAMPBELL MELVILLE 37 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,500,859. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -24,421. TOTAL TO FORM 990, PART XI, LINE 5: 1,476,438. SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 981113906 910667412 ORCHESTRA WA 501(C)(3) LINE 7 N/A 0 BH MUSIC CENTER PO BOX 21906 SEATTLE WA 981113906 911704263 OPERATION OF CONCERT HALL WA 501(C)(3) LINE 9 SEATTLE SYMPHONY ORCHESTRA 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0