CHICAGO SYMPHONY ORCHESTRA: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: CHICAGO SYMPHONY ORCHESTRA (EIN 36-2167823)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-14
IRS object ID: 201201359349301525
Schema version: 2010v3.4
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	2012-05-14T09:38:58-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	One South Wacker Drive Suite 800	AddressLine1
City	Chicago	City
State	IL	State
ZIP Code	60606	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	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 R Card	Name
Title	President	Title
Phone	3122943210	Phone
Date Signed	2012-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	David Faje	Name
Phone	3126343400	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Deborah R Card	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	97316802	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	146	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	138	NbrIndependentVotingMembers
Total Nbr Employees	1127	TotalNbrEmployees
Total Nbr Volunteers	850	TotalNbrVolunteers
Total Gross UBI	-269811	TotalGrossUBI
Net Unrelated Business Txbl Income	-334630	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	32552630	ContributionsGrantsPriorYear
Contributions Grants Current Year	25179692	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	27953888	ProgramServiceRevenuePriorYear
Program Service Revenue CY	26668722	ProgramServiceRevenueCY
Investment Income Prior Year	8789873	InvestmentIncomePriorYear
Investment Income Current Year	10476634	InvestmentIncomeCurrentYear
Other Revenue Prior Year	328662	OtherRevenuePriorYear
Other Revenue Current Year	395709	OtherRevenueCurrentYear
Total Revenue Prior Year	69625053	TotalRevenuePriorYear
Total Revenue Current Year	62720757	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	615288	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	644120	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	38394807	SalariesEtcPriorYear
Salaries Etc Current Year	40620403	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	498691	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	449250	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	3527542	TotalFundrsngExpCurrentYear
Other Expense Prior Year	29872511	OtherExpensePriorYear
Other Expenses Current Year	29461146	OtherExpensesCurrentYear
Total Expenses Prior Year	69381297	TotalExpensesPriorYear
Total Expenses Current Year	71174919	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	243756	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-8454162	RevenuesLessExpensesCY
Total Assets BOY	422420740	TotalAssetsBOY
Total Assets EOY	454550299	TotalAssetsEOY
Total Liabilities BOY	203840344	TotalLiabilitiesBOY
Total Liabilities EOY	192356024	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	218580396	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	262194275	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	42547223	Expense
Revenue	20686122	Revenue
Description	Chicago Symphony Orchestra Concerts -- A total of 159 concerts were presented during the fiscal year to an estimated audience of 385,000. In addition, nearly 110 pre- and post-concert lectures were presented to an estimated audience of 24,600.The CSO welcomed its 10th Music Director, Riccardo Muti, the first full season of the Judson and Joyce Green Creative Consultant, Yo-Yo Ma, and two new Mead Composers-in Residence, Mason Bates and Anna Clyne to its artistic family. Performances outside of Symphony Center include our summer residency at Ravinia Park, as contracted by the Ravinia Festival Association, three concerts at Carnegie Hall in New York City and one concert in Champaign, Naperville and Wheaton, IL.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	4874902	Expense
Revenue	3588245	Revenue
Description	Symphony Center Presents Concerts -- A total of 53 concerts were presented during the fiscal year to an estimated audience of 91,500.Highlights include the Great Performers Series of visiting orchestras, the Jazz at Symphony Center series, the Chamber Music series, the Piano series and other special and holiday performances by internationally renowned artists and ensembles.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	2793477	Expense
Revenue	471265	Revenue
Description	Education Concerts and Activities -- A total of 22 education concerts were presented to an estimated audience of 41,700.In addition to the education concerts offered at Symphony Center for school groups and families, other ongoing programs include teacher workshops, preparatory docent visits, in-class instrument demonstrations, community performances, free tickets and transportation, classroom materials and curricula, and open rehearsals. The Institute for Learning, Access and Training offered many diverse programs that touched the lives of more than 200,000 individuals each year.	Description

Activity Other ActivityOther (9 entries)

ExpenseExpense	GrantsGrants	RevenueRevenue	DescriptionDescription
1752549	644120	73599	Civic Orchestra Concerts -- A total of 6 concerts were presented to an estimated audience of 18,800. In additon, 6 pre-concert lectures were presented to an estimated audience of 1,000.
112960			Retail Sales - Music-related merchandise is available for purchase at The Symphony Store.
135859		27355	Rentals and Commissions - A Club is available to donors for dining prior to CSO concerts.
1019025		833453	Rentals and Commissions - Performance space provided to Chicagoland arts organizations.
316056		210125	Rentals and Commissions - Restaurant provided to donors for dining prior to or after concerts.
271598		445657	Rentals and Commissions - Parking lot provided for audiences convenience to attend concerts.
177705		83319	Rentals and Commissions - Concessions are provided for audiences attending concerts.
1425121		211625	Media and Royalty - Radio Broadcast series, In-house recording label, audio recordings in compact disc and digital download formats.
145078		37957	Other Program Services - Includes CSO Chamber concerts.

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	5355951	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	644120	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	1923090	TotalOfOtherProgramServiceRev
Total Program Service Expense	55571553	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
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	204	NumberFormsTransmittedWith1096
Number W2 G Included	1	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1127	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	146	NbrVotingGoverningBodyMembers
Number Independent Voting Members	138	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 (158 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 R Card
President	40.00	X	X	463009	0	31599
William A Osborn
Chairman	2.40	X	X	0	0	0
Chester A Gougis
Vice Chairman	0.60	X	X	0	0	0
Joyce T Green
Vice Chairman	0.70	X	X	0	0	0
Robert A Kohl
Vice Chairman	1.10	X	X	0	0	0
Jane DiRenzo Pigott
Vice Chairman	1.00	X	X	0	0	0
David B Speer
Vice Chairman	0.70	X	X	0	0	0
Jay L Henderson
Vice Chairman&Treasurer	0.80	X	X	0	0	0
Mrs Robert A Beatty
Life Trustee	0.40	X		0	0	0
Marshall Bennett
Life Trustee	0.20	X		0	0	0
Arnold M Berlin
Life Trustee	0.30	X		0	0	0
Mrs William A Boone
Life Trustee	0.10	X		0	0	0
William G Brown
Life Trustee	0.20	X		0	0	0
Dean L Buntrock
Life Trustee	0.10	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	0.20	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	0.10	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	0.30	X		0	0	0
David W Fox Sr
Life Trustee	0.20	X		0	0	0
Richard J Franke
Life Trustee	0.10	X		0	0	0
Cyrus F Freidheim Jr
Life Trustee	0.20	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
Howard L Gottlieb
Life Trustee	0.20	X		0	0	0
Mrs Richard H Gottlieb
Life Trustee	0.20	X		0	0	0
Richard Gray
Life Trustee	0.20	X		0	0	0
J Parker Hall III
Life Trustee	0.10	X		0	0	0
Joan W Harris
Life Trustee	0.20	X		0	0	0
Thomas C Heagy
Life Trustee	0.30	X		0	0	0
Ben W Heineman
Life Trustee	0.10	X		0	0	0
Debora de Hoyos
Life Trustee	0.50	X		0	0	0
Mrs Roger B Hull
Life Trustee	0.20	X		0	0	0
Judith W Istock
Life Trustee	0.40	X		0	0	0
William R Jentes
Life Trustee	0.50	X		0	0	0
Paul R Judy
Life Trustee	0.10	X		0	0	0
Morris A Kaplan
Life Trustee	0.10	X		0	0	0
Richard B Kapnick
Life Trustee	0.50	X		0	0	0
Donald G Kempf Jr
Life Trustee	0.20	X		0	0	0
George D Kennedy
Life Trustee	0.10	X		0	0	0
Mrs John C Kern
Life Trustee	0.10	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 A Lewis
Life Trustee	0.30	X		0	0	0
Eva F Lichtenberg
Life Trustee	0.30	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
James W Mabie
Life Trustee	0.50	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	1.20	X		0	0	0
Lester H McKeever
Life Trustee	0.10	X		0	0	0
William W McKittrick
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	0.20	X		0	0	0
Mrs Albert Pawlick
Life Trustee	0.20	X		0	0	0
Richard Pigott
Life Trustee	0.20	X		0	0	0
Robert A Pritzker
Life Trustee	0.10	X		0	0	0
Mrs Neil K Quinn
Life Trustee	0.20	X		0	0	0
John M Richman
Life Trustee	0.20	X		0	0	0
John W Rogers Jr
Life Trustee	0.30	X		0	0	0
Mrs Ward C Rogers
Life Trustee	0.10	X		0	0	0
Frank A Rossi
Life Trustee	0.20	X		0	0	0
Cynthia M Sargent
Life Trustee	0.20	X		0	0	0
John R Schmidt
Life Trustee	0.10	X		0	0	0
Irving Seaman Jr
Life Trustee	0.10	X		0	0	0
Thomas C Sheffield Jr
Life Trustee	0.20	X		0	0	0
Rita Simo
Life Trustee	0.20	X		0	0	0
Scott C Smith
Life Trustee	0.50	X		0	0	0
Robert C Spoerri
Life Trustee	0.10	X		0	0	0
William C Steinmetz
Life Trustee	0.50	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
Richard P Toft
Life Trustee	0.20	X		0	0	0
James Weiss
Life Trustee	0.10	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	0.50	X		0	0	0
Douglas J Bade
Trustee	0.30	X		0	0	0
Melvyn Bergstein
Trustee	0.10	X		0	0	0
Wayne D Boberg
Trustee	0.10	X		0	0	0
Laurence O Booth
Trustee	0.20	X		0	0	0
Matthew Bucksbaum
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	0.20	X		0	0	0
Richard Colburn
Trustee	0.20	X		0	0	0
Michelle L Collins
Trustee	0.40	X		0	0	0
Ellen M Costello
Trustee	0.10	X		0	0	0
Charles Douglas
Trustee	0.10	X		0	0	0
David W Fox Jr
Trustee	0.10	X		0	0	0
Mark D Gerstein
Trustee	0.10	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	0.40	X		0	0	0
William A Goldstein
Trustee	0.40	X		0	0	0
Karen Goodyear
Trustee	0.10	X		0	0	0
Mary Louise Gorno
Trustee	0.50	X		0	0	0
Mary Winton Green
Trustee	0.40	X		0	0	0
Joseph A Gregoire
Trustee	0.30	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	0.40	X		0	0	0
Cheryl Istvan
Trustee	0.10	X		0	0	0
David A Kipper
Trustee	0.10	X		0	0	0
Joseph Konen
Trustee	0.50	X		0	0	0
Josef Lakonishok
Trustee	0.10	X		0	0	0
Susan C Levy
Trustee	0.30	X		0	0	0
John Livingston
Trustee	0.80	X		0	0	0
CH Randolph Lyon
Trustee	0.30	X		0	0	0
John F Manley
Trustee	0.20	X		0	0	0
Ling Z Markovitz
Trustee	0.60	X		0	0	0
Alan R May
Trustee	0.30	X		0	0	0
Peter D McDonald
Trustee	0.60	X		0	0	0
Alfred L McDougal
Trustee	0.80	X		0	0	0
David E McNeel
Trustee	0.10	X		0	0	0
John M Pratt
Trustee	0.30	X		0	0	0
Dr Irwin Press
Trustee	0.30	X		0	0	0
W Robert Reum
Trustee	0.40	X		0	0	0
James Reynolds Jr
Trustee	0.10	X		0	0	0
Norbert G Riedel
Trustee	0.10	X		0	0	0
Alexander I Rorke
Trustee	0.30	X		0	0	0
Jerry Rose
Trustee	0.30	X		0	0	0
Earl J Rusnak Jr
Trustee	0.90	X		0	0	0
Alejandro Silva
Trustee	0.30	X		0	0	0
Raymond Skilling
Trustee	0.10	X		0	0	0
Russ M Strobel
Trustee	0.80	X		0	0	0
Peggy Y Thomson
Trustee	0.10	X		0	0	0
Charles A Tribbett
Trustee	0.50	X		0	0	0
Penny Van Horn
Trustee	0.90	X		0	0	0
Frederick H Waddell
Trustee	0.20	X		0	0	0
Sona Wang
Trustee	0.30	X		0	0	0
Eric E Whitaker MD MPH
Trustee	0.30	X		0	0	0
Paul Wiggin
Trustee	0.70	X		0	0	0
Helen Zell
Trustee	0.50	X		0	0	0
Isabelle Goossen
Assistant Treasurer	40.00		X	196012	0	15116
Peggy Titterington
VP for Development	40.00		X	176613	0	24205
Nicole Love
Secretary	40.00		X	32310	0	9300
Karen Rahn
Secretary	40.00		X	22711	0	7022
Kevin Giglinto
VP/Marketing and Sales	40.00			162636	0	29844	X
Martha Gilmer
VP/Artistic Admin.	40.00			189444	0	33373	X
Vanessa Moss
VP/Orchestra & Bldg Ops.	40.00			182333	0	32015	X
Ricardo Muti
Music Director	40.00			333333	0	0		X
Robert Chen
Concertmaster	40.00			430738	0	38704		X
John Sharp
Principal Cello	40.00			254758	0	40124		X
Mathieu Dufour
Principal Flute	40.00			260535	0	16532		X
Dale Clevenger
Principal Horn	40.00			236717	0	59335		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2941149	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	337169	TotalOtherCompensation
Number Individuals GT100 K	128	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
SD&A Teleservices Inc
5757 W Century Blvd	Los Angeles	CA	90045	Telemarketing & Telefundraising	883700
Opus 3 Artists
470 Park Ave South 9th Floor North	New York	NY	10016	Artist Performances	843880
Gemini Graphics Inc
860 West Lake Street	Roselle	IL	601722891	Printing Services	618466
KIMCO Corporation
135 S LaSalle	Chicago	IL	606741607	Janitorial	617158
Allied Barton Security
161 Washington Street	Conshohocken	PA	19428	Security	601290

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	34	NumberOfContractorsGT100K
Fundraising Events	1987372	FundraisingEvents
Government Grants	231000	GovernmentGrants
All Other Contributions	22961320	AllOtherContributions
Noncash Contributions	2967640	NoncashContributions
Total Contributions	25179692	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Ticket Sales	711190	20563743	20563743
Performance Fees	711190	3700274	3700274
Facility Rental Revenu	711190	833453	833453
Other Program Related	711190	545079	545079
Parking Lot Rental Rev	711190	445657		$445,657

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	580516	TotalRevenueColumn
Related Or Exempt Function Income	71881	RelatedOrExemptFunctionIncome
Exclusion	$508,635	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	26668722	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	4844199	TotalRevenueColumn
Exclusion	$4,844,199	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	164080	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	469591	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-305511	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-305511	TotalRevenueColumn
Unrelated Business Revenue	-305511	UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	38065070	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	32432398	Securities
Other	237	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	5632672	Securities
Other	-237	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	5632435	TotalRevenueColumn
Unrelated Business Revenue	5586	UnrelatedBusinessRevenue
Exclusion	$5,626,849	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1946274	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	1987372	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	1507078	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	439196	TotalRevenueColumn
Exclusion	$439,196	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	13840	GrossIncomeGaming
Gaming Direct Expenses	6122	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	7718	TotalRevenueColumn
Exclusion	$7,718	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	434925	GrossSalesOfInventory
Cost Of Goods Sold	180619	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	254306	TotalRevenueColumn
Related Or Exempt Function Income	224192	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	30114	UnrelatedBusinessRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	62720757	TotalRevenueColumn
Related Or Exempt Function Income	25938622	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-269811	UnrelatedBusinessRevenue
Exclusion	$11,872,254	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	644120	Total
Program Services	644120	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1670819	Total
Program Services	453239	ProgramServices
Management And General	1007373	ManagementAndGeneral
Fundraising	210207	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	30013562	Total
Program Services	26504533	ProgramServices
Management And General	2138471	ManagementAndGeneral
Fundraising	1370558	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3268322	Total
Program Services	2972789	ProgramServices
Management And General	181428	ManagementAndGeneral
Fundraising	114105	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3622639	Total
Program Services	3111535	ProgramServices
Management And General	332876	ManagementAndGeneral
Fundraising	178228	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2045061	Total
Program Services	1665869	ProgramServices
Management And General	255012	ManagementAndGeneral
Fundraising	124180	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	159822	Total
Program Services	87137	ProgramServices
Management And General	71838	ManagementAndGeneral
Fundraising	847	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	112300	Total
Management And General	112300	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	449250	Total
Fundraising	449250	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	47524	Total
Management And General	46123	ManagementAndGeneral
Fundraising	1401	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	7764841	Total
Program Services	7052370	ProgramServices
Management And General	596310	ManagementAndGeneral
Fundraising	116161	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4766659	Total
Program Services	3956257	ProgramServices
Management And General	567657	ManagementAndGeneral
Fundraising	242745	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	775554	Total
Program Services	534161	ProgramServices
Management And General	124079	ManagementAndGeneral
Fundraising	117314	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	276001	Total
Program Services	94219	ProgramServices
Management And General	131550	ManagementAndGeneral
Fundraising	50232	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2397303	Total
Program Services	1913765	ProgramServices
Management And General	228249	ManagementAndGeneral
Fundraising	255289	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1036480	Total
Program Services	894480	ProgramServices
Management And General	89693	ManagementAndGeneral
Fundraising	52307	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	230996	Total
Program Services	87707	ProgramServices
Management And General	48920	ManagementAndGeneral
Fundraising	94369	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	5478868	Total
Management And General	5478868	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3977459	Total
Program Services	3738603	ProgramServices
Management And General	238856	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	243605	Total
Management And General	243605	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising	Management And GeneralManagementAndGeneral
Equipment Rental & Main	885563	885479	84
Miscellaneous	683547	436596	149965	96986
Music & Instrument Rent	364798	278868	300	85630
Music License Fees	259826	259826

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	71174919	Total
Program Services	55571553	ProgramServices
Management And General	12075824	ManagementAndGeneral
Fundraising	3527542	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1887000	BOY
EOY	1069187	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	13412122	BOY
EOY	11990074	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	18841873	BOY
EOY	11337993	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	823512	BOY
EOY	518965	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	166471	BOY
EOY	186947	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2689768	BOY
EOY	2662918	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	170088529	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	61580646	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	111200149	BOY
EOY	108507883	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	171565529	BOY
EOY	195075629	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	101834316	BOY
EOY	123200703	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	422420740	BOY
EOY	454550299	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	4665865	BOY
EOY	3008577	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	12615365	BOY
EOY	12422180	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	41044114	BOY
EOY	31410267	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	203840344	BOY
EOY	192356024	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	111199042	BOY
EOY	146111113	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	34316093	BOY
EOY	40423875	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	73065261	BOY
EOY	75659287	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	218580396	BOY
EOY	262194275	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	422420740	BOY
EOY	454550299	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-8454162	ReconcilationRevenueExpenses
Reconcilation Other Changes	52068041	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	29079285	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22408711	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	26094618	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	32552630	CurrentTaxYearMinus1Year
Current Tax Year	25179692	CurrentTaxYear
Total	135314936	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	29079285	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22408711	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	26094618	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	32552630	CurrentTaxYearMinus1Year
Current Tax Year	25179692	CurrentTaxYear
Total	135314936	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	7786251	AmountsSubstContributorsTotal
Public Support Total170	127528685	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9926530	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	8488363	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6054823	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4692098	CurrentTaxYearMinus1Year
Current Tax Year	4811919	CurrentTaxYear
Total	33973733	Total

Field	Value	IRS element (for citing)
Total Support	169288669	TotalSupport
Gross Receipts From Admissions Etc	154038518	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.75330	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.74100	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	351	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	351	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	71174568	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	71174919	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	20448	CurrentYearMinus3
Current Year Minus2	421	CurrentYearMinus2
Current Year Minus1	274	CurrentYearMinus1
Current Year	351	CurrentYear
Total	21494	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	208656000	BeginningOfYearBalance
Contributions	3964000	Contributions
Investment Earnings Or Losses	39706000	InvestmentEarningsOrLosses
Other Expenditures	10987000	OtherExpenditures
End Of Year Balance	241339000	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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	0.57590	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.31350	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.11060	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	124671091	OtherCostOrOtherBasis
Depreciation	50640985	Depreciation
Book Value	74030106	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	355046	OtherCostOrOtherBasis
Depreciation	334991	Depreciation
Book Value	20055	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8755564	OtherCostOrOtherBasis
Depreciation	6722765	Depreciation
Book Value	2032799	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	10831659	OtherCostOrOtherBasis
Depreciation	3881905	Depreciation
Book Value	6949754	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	108507883	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Alternative investments - Absolute return	39405805	F
Alternative investments - Hedged equities	46279251	F
Alternative investments - Other	13235609	F
Real Assets	22213613	F
Held in trust	2066401	F
Other	24	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	123200703	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Pension benefits	$16,425,175
Other long-term liabilities	$918,427
Interest rate swap contracts	$14,066,665

Field	Value	IRS element (for citing)
Total Of Amounts	31410267	TotalOfAmounts
Total Revenue	62720757	TotalRevenue
Total Expenses	71174919	TotalExpenses
Excess Or Deficit For Year	-8454162	ExcessOrDeficitForYear
Net Unrealized GL On Investments	42911751	NetUnrealizedGLOnInvestments
Other	$9,156,290	OtherAmount
Total Adjustments	52068041	TotalAdjustments
Excess Or Deficit Per FS	43613879	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	118002091	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	42911751	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	1049646	DonatedSrvcAndUseOfFacilities
Other Revenues	9156290	OtherRevenues
Revenue Not Rptd F990	53117687	RevenueNotRptdF990
Revenue Subtotal	64884404	RevenueSubtotal
Other Revenues Not Included	-2163647	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-2163647	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	62720757	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	74388212	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	1049646	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	1049646	ExpensesNotRptdF990
Expenses Subtotal	73338566	ExpensesSubtotal
Other Expenses Not Included	-2163647	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	-2163647	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	71174919	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 tax-exempt 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, 2011 and 2010, 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 2007.
Part XI, Line 8 - Other Adjustments:		Changes in pension plan assets and benefit obligations 5,631,411. Swap market value adjustment 3,524,879.
Part XII, Line 2d - Other Adjustments:		Interest rate swap fair value adjustment 3,524,879. Changes in pension plan assets and benefit obligations 5,631,411.
Part XII, Line 4b - Other Adjustments:		Rental expenses (Part VIII, Line 6b) -469,591. Gain on sale of other assets (Part VIII, Line 7c(ii)) -237. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -1,513,200. Cost of goods sold (Part VIII, Line 10b) -180,619.
Part XIII, Line 4b - Other Adjustments:		Rental expenses (Part VIII, Line 6b) -469,591. Gain on sale of other assets (Part VIII, Line 7c(ii)) -237. Fundraising event expenses (Part VIII, Line 8b + Line 9b) -1,513,200. Cost of goods sold (Part VIII, Line 10b) -180,619.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	Region
Number Of Offices	0	NumberOfOffices
Number Of Employees	0	NumberOfEmployees
Type Of Activities Conducted	Investments	TypeOfActivitiesConducted
Total Expenditures	70270770	TotalExpenditures

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	70270770	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	70270770	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	1771266	GrossReceipts
Amount Retained By Contractor	449250	AmountRetainedByContractor
Net To Organization	1322016	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	1771266	TotalGrossReceipts
Total Retained By Contractors	449250	TotalRetainedByContractors
Total Net To Organization	1322016	TotalNetToOrganization
Licensed States	IL	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Symphony Ball	NameOfEvent1
Gross Receipts Event1	1959516	GrossReceiptsEvent1
Charitable Contributions Event1	951607	CharitableContributionsEvent1
Gross Revenue Event1	1007909	GrossRevenueEvent1
Rent Facility Costs Event1	218127	RentFacilityCostsEvent1
Food And Beverage Event1	225884	FoodAndBeverageEvent1
Entertainment Event1	26658	EntertainmentEvent1
Other Direct Expenses Event1	152746	OtherDirectExpensesEvent1
Name Of Event2	Corporate Night	NameOfEvent2
Gross Receipts Event2	1274566	GrossReceiptsEvent2
Charitable Contributions Event2	729509	CharitableContributionsEvent2
Gross Revenue Event2	545057	GrossRevenueEvent2
Non Cash Prizes Event2	5390	NonCashPrizesEvent2
Rent Facility Costs Event2	32443	RentFacilityCostsEvent2
Food And Beverage Event2	66938	FoodAndBeverageEvent2
Entertainment Event2	194242	EntertainmentEvent2
Other Direct Expenses Event2	76406	OtherDirectExpensesEvent2
Total Number Of Other Events	13	TotalNumberOfOtherEvents
Gross Receipts Other Events	699564	GrossReceiptsOtherEvents
Charitable Contrib Other Events	306256	CharitableContribOtherEvents
Gross Revenue Other Events	393308	GrossRevenueOtherEvents
Non Cash Prizes Other Events	92174	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	12383	RentFacilityCostsOtherEvents
Food And Beverage Other Events	129056	FoodAndBeverageOtherEvents
Entertainment Other Events	31791	EntertainmentOtherEvents
Other Direct Expenses Other Events	242840	OtherDirectExpensesOtherEvents
Gross Receipts Total	3933646	GrossReceiptsTotal
Charitable Contributions Total	1987372	CharitableContributionsTotal
Gross Revenue Total Events	1946274	GrossRevenueTotalEvents
Non Cash Prizes Total Events	97564	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	262953	RentFacilityCostsTotalEvents
Food And Beverage Total Events	421878	FoodAndBeverageTotalEvents
Entertainment Total Events	252691	EntertainmentTotalEvents
Other Direct Expenses Total Events	471992	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	1507078	DirectExpenseSummaryEvents
Net Income Summary	439196	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	149	606570
Civic Orchestra Fellowships	6	37550

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 $6,300. Five string players who are assigned to principal positions via audition receive an additional $2,000 per season. Stipends offset 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. Six 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.
Other Information:	Part IV:	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 (11 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 R Card
409970	0	0	0	53039	0	14000	0	17599	0	494608	0	0	0
Isabelle Goossen
173246	0	0	0	22766	0	11816	0	3300	0	211128	0	0	0
Peggy Titterington
159873	0	0	0	16740	0	8520	0	15685	0	200818	0	0	0
Kevin Giglinto
146024	0	0	0	16612	0	8161	0	21683	0	192480	0	0	0
Martha Gilmer
168538	0	0	0	20906	0	14057	0	19316	0	222817	0	0	0
Vanessa Moss
166572	0	0	0	15761	0	10439	0	21576	0	214348	0	0	0
Ricardo Muti
333333	0	0	0	0	0	0	0	0	0	333333	0	0	0
Robert Chen
421340	0	0	0	9398	0	6546	0	32158	0	469442	0	0	0
John Sharp
237704	0	0	0	17054	0	13712	0	26412	0	294882	0	0	0
Mathieu Dufour
260174	0	0	0	361	0	4982	0	11550	0	277067	0	0	0
Dale Clevenger
212470	0	0	0	24247	0	38017	0	21318	0	296052	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 V	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
Refunding Escrow	81364393	RefundingEscrow
Issuance Costs From Proceeds	722487	IssuanceCostsFromProceeds
Credit Enhancement	308120	CreditEnhancement
Working Capital Expenditures	620000	WorkingCapitalExpenditures
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 V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Identifier	Schedule K Supplental Information	Identifier
Explanation	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 II, Line 9, Column A: This amount was used to pay capitalized interest pursuant to Treas. Reg. Section 1.148-6(d)(3)(ii)(A)(3).	Explanation

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)	589126	Advertising - Print	0
The Northern Trust Company
James S. Crown (Family relationship), Frederick H. Waddell (Chairman)	676748	Letter of Credit and other banking fees	0
Blue Cross Blue Shield of Illinois
Michelle L. Collins (Board Member), Sona Wang (Director)	447587	Insurance premiums	0
JP Morgan
James S. Crown (Board Member), David Fox, Jr. (Vice Chairman)	145834	Letter of Credit and other banking fees	0
Peter E Ellefson
Deborah R. Card (Family Relationship)	15647	Substitute musician fees	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	92	NumberOfContributions
Noncash Contribs Rptd F990	2445206	NoncashContribsRptdF990
Method Of Determining Revenues	FMV-stock gifts	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Wine Sponsorship	1	35364	Fair Market Value
X	Cough Drops	1	28123	Fair Market Value
X	Event prizes	1	142684	Fair Market Value
X	Software	1	4175	Fair Market Value
X	Advertising	1	50904	Fair Market Value
X	Airfare miles & certificates	1	261184	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)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section A, line 2	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: William A. Osborn, H. Laurence Fuller Business Relationship 3: Frank M. Clark, Ellen M. Costello Business Relationship 4: Michelle L. Collins, Sona Wang Business Relationship 5: Susan Crown (relative of James S. Crown), David B. Speer Business Relationship 6: Debora de Hoyos, Judith W. McCue, John R. Schmidt Business Relationship 7: John W. Rogers, Jr., Roger W. Stone Business Relationship 8: Michelle L. Collins, Frederick A. Krehbiel Business Relationship 9: James S. Crown, David W. Fox, Jr. Business Relationship 10: R. Eden Martin, Russ M. Strobel Business Relationship 11: Susan Crown (relative of James S. Crown), Frederick H. Waddell, William A. Osborn Business Relationship 12: Charles W. Douglas, Debora de Hoyos, R. Eden Martin, Richard B. Kapnick, Newton N. Minow Business Relationship 13: William A. Osborn, Helen Zell Business Relationship 14: James J. O'Connor, Peter D. McDonald 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 2010 Form 990 and Form 990-T were reviewed and approved at the April 30, 2012 meeting of the Audit Committee.
	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 12c
	The process for determining the compensation of the President included a meeting on October 12th, 2010, 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 October 12th, 2010, 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 B, line 15
	Financial statements, governing documents and conflict of interest policy are available to the public upon request.	Form 990, Part VI, Section C, line 19
Changes in Net Assets or Fund Balances:	Net unrealized gains on investments: 42,911,751. Changes in pension plan assets and benefit obligations 5,631,411. Swap market value adjustment 3,524,879. Total to Form 990, Part XI, Line 5: 52,068,041.	Form 990, Part XI, line 5: