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BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
Tax period
2010-09-01 to 2011-08-31
Filed
2012-06-01
IRS object ID
201221599349300302
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-01T11:06:28-07:00Timestamp
Tax Period End Date2011-08-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-09-01TaxPeriodBeginDate

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 Signed2012-06-06DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts157321051GrossReceipts
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 at 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. The concerts also include fourteen Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educational programs serving over 28,000 children annually. Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability.ActivityOrMissionDescription
Nbr Voting Members Governing Body36NbrVotingMembersGoverningBody
Nbr Independent Voting Members34NbrIndependentVotingMembers
Total Nbr Employees1395TotalNbrEmployees
Total Nbr Volunteers996TotalNbrVolunteers
Total Gross UBI651033TotalGrossUBI
Net Unrelated Business Txbl Income-70178NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year28470125ContributionsGrantsPriorYear
Contributions Grants Current Year24734705ContributionsGrantsCurrentYear
Program Service Revenue Prior Year35288254ProgramServiceRevenuePriorYear
Program Service Revenue CY34664126ProgramServiceRevenueCY
Investment Income Prior Year4828187InvestmentIncomePriorYear
Investment Income Current Year17297776InvestmentIncomeCurrentYear
Other Revenue Prior Year4790784OtherRevenuePriorYear
Other Revenue Current Year3963032OtherRevenueCurrentYear
Total Revenue Prior Year73377350TotalRevenuePriorYear
Total Revenue Current Year80659639TotalRevenueCurrentYear
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 Year45574771SalariesEtcPriorYear
Salaries Etc Current Year45676892SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7730930TotalFundrsngExpCurrentYear
Other Expense Prior Year38166970OtherExpensePriorYear
Other Expenses Current Year37905313OtherExpensesCurrentYear
Total Expenses Prior Year83741741TotalExpensesPriorYear
Total Expenses Current Year83582205TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-10364391RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2922566RevenuesLessExpensesCY
Total Assets BOY458330094TotalAssetsBOY
Total Assets EOY493519685TotalAssetsEOY
Total Liabilities BOY61906486TotalLiabilitiesBOY
Total Liabilities EOY55353253TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY396423608NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY438166432NetAssetsOrFundBalancesEOY
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 at 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. The concerts also include fourteen Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educational programs serving over 28,000 children annually. Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense57003790Expense
Grants0Grants
Revenue33732878Revenue
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 33 concerts are presented each summer at Tanglewood, the BSO's summer music festival in western Massachusetts. The BSO also offers an annual series of concerts in New York's Carnegie Hall and 14 Youth and Family Concerts, including a new 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 seventy 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 2010-11 subscription season marked the orchestra's 130th year. The 2010-11 season featured some of the most ambitious, seminal pieces within the classical repertoire, including an all-Wagner program on opening night (October 2, 2010) featuring a rare US appearance by renowned bass-baritone Bryn Terfel, the inaugural concerts of a complete John Harbison symphony cycle, the 40th anniversary celebration of the Tanglewood Festival Chorus which, joined the BSO for Mahler's Resurrection, Stravinksy's Oedipus Rex, music from Falla's Atlantida, Bach's St. John Passion, and the launch of the BSO's new "UnderScore Fridays" series, a new concert format, offering an earlier start time, a slightly shorter program, and the opportunity for concert-goers to hear the conductor speak directly from the podium about each program during the performance. The BSO took highlights of the BSO's 2010-2011 Symphony Hall season on a tour of the east coast in March, 2011, performing at Carnegie Hall, the New Jersey Performing Arts Center, and at the Kennedy Center in Washington, DC. Several distinguished guest conductors appeared with the orchestra during the 2010-11 season, including Rafael Frühbeck de Burgos, Kurt Masur, Sir Mark Elder, Lorin Maazel, and Christoph von Dohnanyi; guest soloists included pianists Nelson Freire and Peter Serkin and violinist Joshua Bell. Throughout its history, the BSO has enabled the creation of hundreds of works, many of which have become landmarks in orchestral repertoire. The BSO has commissioned and presented more than 400 U.S. and world premieres, including major works by Sergei Prokofiev, Igor Stravinsky, Samuel Barber, Bela Bartok, 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, Bartok's Concerto for Orchestra, and Bernstein's Symphony No. 3, Kaddish. More recently, Yehudi Wyner's piano concerto, Chiavi in mano, was recognized with the Pulitzer Prize, and Peter Lieberson's Neruda Songs has become a commercial success. During the 2010-11 BSO season in Symphony Hall, the orchestra presented the American premiere of Unsuk Chin's Cello Concerto as well as the world premiere of a Harrison Birtwistle's Violin Concerto (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 420,000 in attendance in Boston. 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 outreach activities in the community. 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)
Expense4909277Expense
Grants0Grants
Revenue496308Revenue
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) K-12 in-school and summer education programs that address the need for integrated, high-quality arts education in the public schools, as required by the Massachusetts Education Reform Act of 1993. 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 2011, 148 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 34 states (including the District of Columbia) and 14 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 2011 by composer Charles Wuorinen. A centerpiece of the 2011 Festival of Contemporary Music was the world-premiere of Mr. Wuorinen's new cantata It Happens Like This, which featured the talented young vocalists and instrumentalists of the Tanglewood Music Center. The K-12 education programs of the BSO not only provide access to the arts for underserved students and families, they also address the need for integrated high-quality arts exposure and education in the public schools as required by the Massachusetts Education Reform Act of 1993. These initiatives currently serve more than 28,000 students and hundreds of teachers statewide, and are developed in conformity with the National Standards for Arts Education and the Massachusetts Arts Curriculum Framework. The BSO continues to adapt its existing programs and develop new ones that support education reform in Massachusetts. One of the BSO Education Department's primary goals is to ensure that the arts remain a central part of the curriculum in the public schools. This effort has become even more critical as programs in the arts have been decimated by deep cuts to the state's education budget. The BSO offered a total of 14 Youth and Family Concerts in the 2010-11 season during a week of concerts in February 2011. The performances were attended by more than 19,000 students from schools across Massachusetts. Another education highlight is the BSO's Education Resource Center housed at the Boston Arts Academy (BAA). The Center supplements and reinforces the music education initiatives in Massachusetts public schools by offering a media/technology center, a planning facility, curriculum frameworks, and professional and development seminars for teachers and administrators. During the year, more than 700 teachers from the greater Boston area utilized the Center. In addition, the Center serves as the library for the Boston Arts Academy and Fenway High School, serving approximately 75 teachers and 700 students. In recognition of the outstanding quality of the project, the American Association of School Librarians (AASL) designated the Education Resource Center, along with the library of the BAA, as the 2004 National School Library Media Program of the Year.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense957281Expense
Grants0Grants
Revenue822877Revenue
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 approximately two dozen BSO concerts featuring the finest classical music and the most esteemed conductors and soloists. The festival also includes a weekly chamber music series, solo recitals by acclaimed artists, some fifty concerts and recitals by fellows of the Tanglewood Music Center, the weeklong Festival of Contemporary Music, a Popular Artists Series, and a Labor Day jazz festival. 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 FY11, in accordance with the Boston Symphony Orchestra's master plan for facilities, the BSO began the first phase of extensive exterior restoration work on Symphony Hall in Boston as well as the first phase of a major sewer system installation at Tanglewood.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
542461434940Electronic Media: During FY '11, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on 99.5 Classical New England (formerly WCRB, now a subsidiary of public radio station WGBH). The BSO's website (www.bso.org) continued to prove its value as one of the orchestra's most vital business assets, receiving more than 7 million visits in FY'11, 15 percent of which were international. This generated more than 48 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 outreach 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 118,000 subscribers, of which 112,000 (95 percent) are active. Additionally, the BSO's Classical Companion series (successor to the Online Conservatory) and video podcasts offer interactive exploration of select BSO programs through the BSO Media Center, which is available at www.bso.org and also via download as an iPhone or iPad app. More than 1.5 million people visited the Classical Companion during FY '11; more than 7 million people have visited the Classical Companion or its predecessor since FY '04.
416507454770Merchandise 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 Exp958968TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev889710TotalOfOtherProgramServiceRev
Total Program Service Expense63829316TotalProgramServiceExpense
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 Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
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
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
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 With1096469NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1395NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of1Form8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members36NbrVotingGoverningBodyMembers
Number Independent Voting Members34NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
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 (45 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
Co-Chairman2X000
Edmund Kelly
Chairman Elect2X000
Joyce G Linde
Trustee2X000
John M Loder
Trustee2X000
Carmine A Martignetti
Trustee2X000
Robert J Mayer MD
Trustee2X000
Nathan R Miller
Trustee2X000
Richard P Morse
Trustee2X000
Robert P O'Block
Co-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 Director40526429061085X
Thomas D May
Chief Financial Officer40216644069880X
Suzanne Page
Clerk of the Board4076582019669X
Kim Noltemy
Chief Mrktg & Communications Officer40187365041846X
Malcolm Lowe
Concertmaster40414290048177X
Thomas C Rolfs Jr
Principal Trumpet40261607043179X
John A Ferrillo Jr
Principal Oboe40256439047720X
Steven Ansell
Principal Viola40246617050315X
Toby Oft
Principal Trombone40232626035108X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2418599TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation416979TotalOtherCompensation
Number Individuals GT100 K118NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationBusiness Name Line2NameOfContractor/NameBusiness/BusinessNameLine2Address Line2AddressOfContractor/AddressUS/AddressLine2
Phramus Inc
1776 Broadway 8th FloorNew YorkNY10019Services of J.Levine1207300
Troubadour Reunion Tours LLC
3310 W End AveNashvilleTN37203Svcs of J Taylor and C King948192C/O Creative Artists Agency
Isole Inc
1032 Country Club RoadBrevardNC28712Services of K. Lockhart651722
Creative Artists Agency
3310 West End AveNashvilleTN37203Services of two artists650000
Opus 3 Artists
470 Park AvenueNew YorkNY10016Guest Artists5240509th Floor
FieldValueIRS element (for citing)
Number Of Contractors GT100 K17NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events2164234FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants207500GovernmentGrants
All Other Contributions22362971AllOtherContributions
Noncash Contributions5024240NoncashContributions
Total Contributions24734705TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Concerts & tours90009932994086329940860$0
Program advertising5111906446570644657$0
Education9000994963084963080$0
Electronic media9000994349404349400$0
Parking9000999413500$94,135

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 Revenue34664126TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1536077TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,536,077ExclusionAmount

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)
Real3498470Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1128501Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2369969Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2369969TotalRevenueColumn
Related Or Exempt Function Income1117251RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,252,718ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities89567000Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities73805301Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities15761699Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column15761699TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue6376UnrelatedBusinessRevenue
Exclusion$15,755,323ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events894464GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events2164234CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses932184FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-37720TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$37,720ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming
Gaming Direct Expenses0GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1250196GrossSalesOfInventory
Cost Of Goods Sold795426CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column454770TotalRevenueColumn
Related Or Exempt Function Income454770RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFood and BeverageDescription
Business Code900099BusinessCode
Total Revenue Column1176013TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,176,013ExclusionAmount

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 Revenue1176013TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column80659639TotalRevenueColumn
Related Or Exempt Function Income35497355RelatedOrExemptFunctionIncome
Unrelated Business Revenue651033UnrelatedBusinessRevenue
Exclusion$19,776,546ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1213075Total
Management And General1062845ManagementAndGeneral
Fundraising150230Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total142307Total
Program Services142307ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total32186240Total
Program Services24201978ProgramServices
Management And General4921558ManagementAndGeneral
Fundraising3062704Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5108749Total
Program Services3868085ProgramServices
Management And General883910ManagementAndGeneral
Fundraising356754Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4679529Total
Program Services2931751ProgramServices
Management And General1196425ManagementAndGeneral
Fundraising551353Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2346992Total
Program Services1442623ProgramServices
Management And General644317ManagementAndGeneral
Fundraising260052Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total75000Total
Program Services75000ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total316996Total
Program Services0ProgramServices
Management And General316996ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total147033Total
Program Services0ProgramServices
Management And General147033ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total32711Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising32711Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1246761Total
Program Services1246761ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total11949873Total
Program Services11536953ProgramServices
Management And General384812ManagementAndGeneral
Fundraising28108Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3590240Total
Program Services3274973ProgramServices
Management And General88573ManagementAndGeneral
Fundraising226694Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3023447Total
Program Services1882333ProgramServices
Management And General473637ManagementAndGeneral
Fundraising667477Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total846446Total
Program Services149609ProgramServices
Management And General468922ManagementAndGeneral
Fundraising227915Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total35699Total
Program Services35699ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3279543Total
Program Services2492756ProgramServices
Management And General478853ManagementAndGeneral
Fundraising307934Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4481278Total
Program Services3849868ProgramServices
Management And General207766ManagementAndGeneral
Fundraising423644Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total576771Total
Program Services52294ProgramServices
Management And General49108ManagementAndGeneral
Fundraising475369Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total51442Total
Program Services49384ProgramServices
Management And General0ManagementAndGeneral
Fundraising2058Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3813313Total
Program Services2907225ProgramServices
Management And General551461ManagementAndGeneral
Fundraising354627Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total155974Total
Program Services12250ProgramServices
Management And General143724ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionConcert production expensesDescription
Total1538477Total
Program Services1536458ProgramServices
Management And General2019ManagementAndGeneral
Fundraising0Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2744309Total
Program Services2141009ProgramServices
Management And General0ManagementAndGeneral
Fundraising603300Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total83582205Total
Program Services63829316ProgramServices
Management And General12021959ManagementAndGeneral
Fundraising7730930Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1939879BOY
EOY2668559EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY12032446BOY
EOY19434855EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY35620632BOY
EOY25170809EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1385339BOY
EOY1309859EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY110999BOY
EOY93889EOY

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)
BOY703597BOY
EOY593886EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1707471BOY
EOY2060119EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis104828643LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec59162661LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY42306871BOY
EOY45665982EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY129442904BOY
EOY130793270EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY201739242BOY
EOY230644168EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY31340714BOY
EOY35084289EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY458330094BOY
EOY493519685EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8309543BOY
EOY8598091EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY9568225BOY
EOY9723152EOY

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)
BOY38528718BOY
EOY31532010EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY61906486BOY
EOY55353253EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY46973019BOY
EOY61300211EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY166006324BOY
EOY190354174EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY183444265BOY
EOY186512047EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY396423608BOY
EOY438166432EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY458330094BOY
EOY493519685EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-2922566ReconcilationRevenueExpenses
Reconcilation Other Changes44665390ReconcilationOtherChanges
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 Years28317433CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years26726120CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50438949CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28470125CurrentTaxYearMinus1Year
Current Tax Year24734705CurrentTaxYear
Total158687332Total

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
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
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years28317433CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years26726120CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50438949CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28470125CurrentTaxYearMinus1Year
Current Tax Year24734705CurrentTaxYear
Total158687332Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total26212598AmountsSubstContributorsTotal
Public Support Total170132474734PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5068449CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4217872CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3392700CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3555358CurrentTaxYearMinus1Year
Current Tax Year2788795CurrentTaxYear
Total19023174Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years254076CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years190760CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total444836Total

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
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Total Support178155342TotalSupport
Gross Receipts From Admissions Etc191832337GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.74359PublicSupportPertcentage170
Public Support Pertcent Prior Year0.74841PublicSupportPertcentPriorYear
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$35,614DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB35614TotalLobbyingExpendituresIIB
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. Also, the fee from one consulting firm that has been retained to provide government relations consulting services on the issues noted above is included in the amount reported. On August 2, 2011, the BSO hosted its biennial State Legislators' Day at Tanglewood, which included remarks by BSO leaders and an informal breakfast on the Tanglewood grounds. The day concluded with the popular Tanglewood on Parade program, a concert that comprised performances by the Boston Symphony Orchestra, Boston Pops, and Tanglewood Music Center Orchestra. Attendees purchased their own tickets to this portion of the event. Catering expenses related to this event are included in the amount reported.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Balance0.1251BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.4636PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.4113TermEndowmentEOYBalance
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 Basis62782268OtherCostOrOtherBasis
Depreciation35076197Depreciation
Book Value27706071BookValue

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 Basis27565913OtherCostOrOtherBasis
Depreciation20407762Depreciation
Book Value7158151BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis7925680OtherCostOrOtherBasis
Depreciation3678702Depreciation
Book Value4246978BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings45665982TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value0BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value0BookValue

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Alternatives (equity LPs)131038015F
Real Assets(gold,energy&commodities funds)52522244F
Illiquid Equities (private equity LPs)29935343F
Real Estate (real estate LPs)9316373F
Investment in 263 HA Limited Partnership7832193F
FieldValueIRS element (for citing)
Total Of Book Value Securities230644168TotalOfBookValueSecurities

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
Assets Held by Others25183443
Assets of Split Interest Agreements9150846
Real estate property-released by retained life estate750000
FieldValueIRS element (for citing)
Total Book Value Other Assets35084289TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAccd Liab for Pension & Post-retiremntDescription
Amount$31,532,010Amount
FieldValueIRS element (for citing)
Total Of Amounts31532010TotalOfAmounts
Total Revenue80659639TotalRevenue
Total Expenses83582205TotalExpenses
Excess Or Deficit For Year-2922566ExcessOrDeficitForYear
Net Unrealized GL On Investments34684694NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$9,980,696OtherAmount
Total Adjustments44665390TotalAdjustments
Excess Or Deficit Per FS41742824ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt117570414TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments34684694NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues2677416OtherRevenues
Revenue Not Rptd F99037362110RevenueNotRptdF990
Revenue Subtotal80208304RevenueSubtotal
Investment Expenses Not Included1246761InvestmentExpensesNotIncluded
Other Revenues Not Included-795426OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt451335RevenueNotRptdOnFinStmt
Total Revenue Per Form99080659639TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt83130870TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included795426OtherExpensesIncluded
Expenses Not Rptd F990795426ExpensesNotRptdF990
Expenses Subtotal82335444ExpensesSubtotal
Investment Expenses Not Included21246761InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1246761ExpensesNotRptdOnFinStmt
Total Expenses Per Form99083582205TotalExpensesPerForm990

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 as its only significant tax position; however, the Orchestra has determined that such tax position does 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: $2,677,416 + Retirement plan related changes other than net periodic benefit costs: $7,303,280 = Total adjustments to net assets: $9,980,696.
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 G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Corporate EventNameOfEvent1
Gross Receipts Event1820005GrossReceiptsEvent1
Charitable Contributions Event1658508CharitableContributionsEvent1
Gross Revenue Event1161497GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event10NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event156755FoodAndBeverageEvent1
Entertainment Event124551EntertainmentEvent1
Other Direct Expenses Event1123295OtherDirectExpensesEvent1
Name Of Event2Opening GalaNameOfEvent2
Gross Receipts Event2981011GrossReceiptsEvent2
Charitable Contributions Event2678154CharitableContributionsEvent2
Gross Revenue Event2302857GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event259743FoodAndBeverageEvent2
Entertainment Event247078EntertainmentEvent2
Other Direct Expenses Event2107712OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events1257682GrossReceiptsOtherEvents
Charitable Contrib Other Events827572CharitableContribOtherEvents
Gross Revenue Other Events430110GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events117063FoodAndBeverageOtherEvents
Entertainment Other Events51359EntertainmentOtherEvents
Other Direct Expenses Other Events344628OtherDirectExpensesOtherEvents
Gross Receipts Total3058698GrossReceiptsTotal
Charitable Contributions Total2164234CharitableContributionsTotal
Gross Revenue Total Events894464GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events0NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events233561FoodAndBeverageTotalEvents
Entertainment Total Events122988EntertainmentTotalEvents
Other Direct Expenses Total Events575635OtherDirectExpensesTotalEvents
Direct Expense Summary Events932184DirectExpenseSummaryEvents
Net Income Summary-37720NetIncomeSummary

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
4192770001071520342250268600587514000
Thomas D May
21457600020680409560289240286524000
Kim Noltemy
1865230008420135880282580229211000
Malcolm Lowe
3585900375000182000231510250260462467000
Thomas C Rolfs Jr
26160700000186200245590304786000
John A Ferrillo Jr
25643900000219410257790304159000
Steven Ansell
24661700000243950259200296932000
Toby Oft
2326260000086240264840267734000

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 2010 includes Base Compensation of 419,277. Other Reportable Compensation includes 1) taxable fringe in the amount of $6,414 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 $84,238, 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 Due93889BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due93889TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Joseph Hearne
Spouse is trustee142307Employed as player0
Tisbury Tours Inc
Co.owned by spouse of trustee1172971Engaged to perform concerts0
Jan Brett
Trustee22764Musical collaboration0

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

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining Revenuessee noteMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions75NumberOfContributions
Noncash Contribs Rptd F9901627885NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99070016NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XHospitality1246454Fair Market Value
XPrinting329098Fair Market Value
XTransportation2190245Fair Market Value
XHotel Rooms2297184Fair Market Value
XMiscellaneous138358Fair Market Value
XViolin & Bow22725000Fair Market Value
FieldValueIRS element (for citing)
Number Of8283 Received4NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (4 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 25-28The BSO was given a Stradivarius violin and a Tourte bow during fiscal 2011, both of which are used in the performance of the BSO's concerts.
SchM_P01_S00_L32bSchedule M, Part I, Line 32bThe BSO's custodian, State Street Corporation, receives and sells donated securities.
SchM_P01_S00_L33Schedule M, Part I, Line 33The BSO received a painting of Tanglewood as a gift. A zero amount was reported on Form 990, Part VIII, Statement of Revenue, line 1g, because the BSO does not capitalize such gifts to its archival collection.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0A_L02Form 990, Part VI, Section A, Line 2Trustees Vincent M. O'Reilly, Richard P. Morse 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 mailed to all members of the Board of Trustees for review in advance of their next board meeting. The Chief Financial Officer reviews several key sections from the 990 in detail at this board meeting. The Board of Trustees then approves the Form 990 before it is filed. 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 of 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's Committee most recent review of officer and key employee compensation occurred in 2008.
F990_P06_S0B_L16bForm 990, Part VI, Section B, Line 16bThe BSO adopted a joint venture policy in fiscal 2011 that describes the evaluation process. Part of the evaluation process is to make certain that the BSO's exempt status is not jeopardized by participation in joint venture arrangements.
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 2010 amounts.
F990_P07_S0B_L01CForm 990, Part VII, Section B, Line 1(C)The compensation listed for Creative Artists Agency comprises a fee payment of $600,000 for Troubadour Reunion Tours, LLC, and a fee payment of $50,000 for another guest artist. Compensation reported is based on calendar 2010 amounts. The compensation listed for Opus 3 Artists includes $500,000 in fees for 16 guest artists and a payment of $24,050 for a commission. Compensation reported is based on calendar 2010 amounts.
F990_P11_S00_L05Form 990, Part XI, Line 5Other changes in net assets or fund balances of $44,665,390 comprise net unrealized gains on investments of $34,684,694, change in value of split interest agreements of $2,677,416 and retirement plan related changes other than net periodic benefit costs of $7,303,280.

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 Income1320514ShareOfTotalIncome
Share Of EOY Assets7809493ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
Code V$0CodeVAmount
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 Income11667ShareOfTotalIncome
Share Of EOY Assets40698ShareOfEOYAssets
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 Org0PurchaseOfAssetsFromOtherOrg
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
j306576Fair Market
263 HA Limited Partnership
r1163172Actual partnership distribution