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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-01T11:06:28-07:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON SYMPHONY ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6172661492 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas D May | Name |
| Title | Chief Financial Officer | Title |
| Phone | 6172661492 | Phone |
| Date Signed | 2012-06-06 | DateSigned |
| 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 | Mark Volpe | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 157321051 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bso.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | The 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 Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1395 | TotalNbrEmployees |
| Total Nbr Volunteers | 996 | TotalNbrVolunteers |
| Total Gross UBI | 651033 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -70178 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 28470125 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 24734705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35288254 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34664126 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4828187 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17297776 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4790784 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3963032 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 73377350 | TotalRevenuePriorYear |
| Total Revenue Current Year | 80659639 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 45574771 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 45676892 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7730930 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38166970 | OtherExpensePriorYear |
| Other Expenses Current Year | 37905313 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 83741741 | TotalExpensesPriorYear |
| Total Expenses Current Year | 83582205 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -10364391 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2922566 | RevenuesLessExpensesCY |
| Total Assets BOY | 458330094 | TotalAssetsBOY |
| Total Assets EOY | 493519685 | TotalAssetsEOY |
| Total Liabilities BOY | 61906486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 55353253 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 396423608 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 438166432 | NetAssetsOrFundBalancesEOY |
| Mission Description | The 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 57003790 | Expense |
| Grants | 0 | Grants |
| Revenue | 33732878 | Revenue |
| Description | Orchestra 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4909277 | Expense |
| Grants | 0 | Grants |
| Revenue | 496308 | Revenue |
| Description | Education: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 957281 | Expense |
| Grants | 0 | Grants |
| Revenue | 822877 | Revenue |
| Description | Historic 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)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 542461 | 434940 | Electronic 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. |
| 416507 | 454770 | Merchandise 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 958968 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 889710 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 63829316 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 469 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1395 | 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Thomas D May | NamePerson |
| Telephone Number | 6172661492 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Ave | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021154557 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William F Achtmeyer | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| George D Behrakis | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Alan Bressler | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Jan Brett | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Samuel B Bruskin | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Paul Buttenwieser | ||||||||
| Vice-Chairman | 2 | X | 0 | 0 | 0 | |||
| Eric D Collins | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Diddy Cullinane | ||||||||
| Vice-Chairman | 2 | X | 0 | 0 | 0 | |||
| Cynthia Curme | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Alan J Dworsky | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| William R Elfers | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Nancy J Fitzpatrick | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Michael Gordon | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Brent L Henry | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Charles H Jenkins Jr | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Stephen Kay | ||||||||
| Co-Chairman | 2 | X | 0 | 0 | 0 | |||
| Edmund Kelly | ||||||||
| Chairman Elect | 2 | X | 0 | 0 | 0 | |||
| Joyce G Linde | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| John M Loder | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Carmine A Martignetti | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Robert J Mayer MD | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Nathan R Miller | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Richard P Morse | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Robert P O'Block | ||||||||
| Co-Chairman | 2 | X | 0 | 0 | 0 | |||
| Vincent M O'Reilly | ||||||||
| Treasurer | 2 | X | 0 | 0 | 0 | |||
| Susan W Paine | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Carol Reich | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Edward I Rudman | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Arthur I Segel | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Roger T Servison | ||||||||
| Vice-Chairman | 2 | X | 0 | 0 | 0 | |||
| Thomas G Stemberg | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Theresa M Stone | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Caroline Taylor | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Stephen R Weber | ||||||||
| Vice Chairman | 2 | X | 0 | 0 | 0 | |||
| Stephen R Weiner | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Robert C Winters | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Mark Volpe | ||||||||
| Managing Director | 40 | 526429 | 0 | 61085 | X | |||
| Thomas D May | ||||||||
| Chief Financial Officer | 40 | 216644 | 0 | 69880 | X | |||
| Suzanne Page | ||||||||
| Clerk of the Board | 40 | 76582 | 0 | 19669 | X | |||
| Kim Noltemy | ||||||||
| Chief Mrktg & Communications Officer | 40 | 187365 | 0 | 41846 | X | |||
| Malcolm Lowe | ||||||||
| Concertmaster | 40 | 414290 | 0 | 48177 | X | |||
| Thomas C Rolfs Jr | ||||||||
| Principal Trumpet | 40 | 261607 | 0 | 43179 | X | |||
| John A Ferrillo Jr | ||||||||
| Principal Oboe | 40 | 256439 | 0 | 47720 | X | |||
| Steven Ansell | ||||||||
| Principal Viola | 40 | 246617 | 0 | 50315 | X | |||
| Toby Oft | ||||||||
| Principal Trombone | 40 | 232626 | 0 | 35108 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2418599 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 416979 | TotalOtherCompensation |
| Number Individuals GT100 K | 118 | 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 | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|
| Phramus Inc | |||||||
| 1776 Broadway 8th Floor | New York | NY | 10019 | Services of J.Levine | 1207300 | ||
| Troubadour Reunion Tours LLC | |||||||
| 3310 W End Ave | Nashville | TN | 37203 | Svcs of J Taylor and C King | 948192 | C/O Creative Artists Agency | |
| Isole Inc | |||||||
| 1032 Country Club Road | Brevard | NC | 28712 | Services of K. Lockhart | 651722 | ||
| Creative Artists Agency | |||||||
| 3310 West End Ave | Nashville | TN | 37203 | Services of two artists | 650000 | ||
| Opus 3 Artists | |||||||
| 470 Park Avenue | New York | NY | 10016 | Guest Artists | 524050 | 9th Floor | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 2164234 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 207500 | GovernmentGrants |
| All Other Contributions | 22362971 | AllOtherContributions |
| Noncash Contributions | 5024240 | NoncashContributions |
| Total Contributions | 24734705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Concerts & tours | 900099 | 32994086 | 32994086 | 0 | $0 |
| Program advertising | 511190 | 644657 | 0 | 644657 | $0 |
| Education | 900099 | 496308 | 496308 | 0 | $0 |
| Electronic media | 900099 | 434940 | 434940 | 0 | $0 |
| Parking | 900099 | 94135 | 0 | 0 | $94,135 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34664126 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1536077 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,536,077 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3498470 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1128501 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2369969 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2369969 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1117251 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,252,718 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89567000 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73805301 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15761699 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15761699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6376 | UnrelatedBusinessRevenue |
| Exclusion | $15,755,323 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 894464 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2164234 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 932184 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -37720 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$37,720 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1250196 | GrossSalesOfInventory |
| Cost Of Goods Sold | 795426 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 454770 | TotalRevenueColumn |
| Related Or Exempt Function Income | 454770 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Food and Beverage | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1176013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,176,013 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1176013 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80659639 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35497355 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 651033 | UnrelatedBusinessRevenue |
| Exclusion | $19,776,546 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1213075 | Total |
| Management And General | 1062845 | ManagementAndGeneral |
| Fundraising | 150230 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142307 | Total |
| Program Services | 142307 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32186240 | Total |
| Program Services | 24201978 | ProgramServices |
| Management And General | 4921558 | ManagementAndGeneral |
| Fundraising | 3062704 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5108749 | Total |
| Program Services | 3868085 | ProgramServices |
| Management And General | 883910 | ManagementAndGeneral |
| Fundraising | 356754 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4679529 | Total |
| Program Services | 2931751 | ProgramServices |
| Management And General | 1196425 | ManagementAndGeneral |
| Fundraising | 551353 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2346992 | Total |
| Program Services | 1442623 | ProgramServices |
| Management And General | 644317 | ManagementAndGeneral |
| Fundraising | 260052 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Program Services | 75000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316996 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 316996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147033 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 147033 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32711 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 32711 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1246761 | Total |
| Program Services | 1246761 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11949873 | Total |
| Program Services | 11536953 | ProgramServices |
| Management And General | 384812 | ManagementAndGeneral |
| Fundraising | 28108 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3590240 | Total |
| Program Services | 3274973 | ProgramServices |
| Management And General | 88573 | ManagementAndGeneral |
| Fundraising | 226694 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3023447 | Total |
| Program Services | 1882333 | ProgramServices |
| Management And General | 473637 | ManagementAndGeneral |
| Fundraising | 667477 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846446 | Total |
| Program Services | 149609 | ProgramServices |
| Management And General | 468922 | ManagementAndGeneral |
| Fundraising | 227915 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35699 | Total |
| Program Services | 35699 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3279543 | Total |
| Program Services | 2492756 | ProgramServices |
| Management And General | 478853 | ManagementAndGeneral |
| Fundraising | 307934 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4481278 | Total |
| Program Services | 3849868 | ProgramServices |
| Management And General | 207766 | ManagementAndGeneral |
| Fundraising | 423644 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576771 | Total |
| Program Services | 52294 | ProgramServices |
| Management And General | 49108 | ManagementAndGeneral |
| Fundraising | 475369 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51442 | Total |
| Program Services | 49384 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 2058 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3813313 | Total |
| Program Services | 2907225 | ProgramServices |
| Management And General | 551461 | ManagementAndGeneral |
| Fundraising | 354627 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155974 | Total |
| Program Services | 12250 | ProgramServices |
| Management And General | 143724 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Concert production expenses | Description |
| Total | 1538477 | Total |
| Program Services | 1536458 | ProgramServices |
| Management And General | 2019 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2744309 | Total |
| Program Services | 2141009 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 603300 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83582205 | Total |
| Program Services | 63829316 | ProgramServices |
| Management And General | 12021959 | ManagementAndGeneral |
| Fundraising | 7730930 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1939879 | BOY |
| EOY | 2668559 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12032446 | BOY |
| EOY | 19434855 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35620632 | BOY |
| EOY | 25170809 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385339 | BOY |
| EOY | 1309859 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110999 | BOY |
| EOY | 93889 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 703597 | BOY |
| EOY | 593886 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1707471 | BOY |
| EOY | 2060119 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 104828643 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59162661 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42306871 | BOY |
| EOY | 45665982 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129442904 | BOY |
| EOY | 130793270 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201739242 | BOY |
| EOY | 230644168 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31340714 | BOY |
| EOY | 35084289 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458330094 | BOY |
| EOY | 493519685 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8309543 | BOY |
| EOY | 8598091 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9568225 | BOY |
| EOY | 9723152 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5500000 | BOY |
| EOY | 5500000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38528718 | BOY |
| EOY | 31532010 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61906486 | BOY |
| EOY | 55353253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46973019 | BOY |
| EOY | 61300211 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166006324 | BOY |
| EOY | 190354174 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183444265 | BOY |
| EOY | 186512047 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396423608 | BOY |
| EOY | 438166432 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458330094 | BOY |
| EOY | 493519685 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2922566 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 44665390 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 28317433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26726120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50438949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28470125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24734705 | CurrentTaxYear |
| Total | 158687332 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28317433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26726120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50438949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28470125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24734705 | CurrentTaxYear |
| Total | 158687332 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 26212598 | AmountsSubstContributorsTotal |
| Public Support Total170 | 132474734 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5068449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4217872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3392700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3555358 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2788795 | CurrentTaxYear |
| Total | 19023174 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 254076 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 444836 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 178155342 | TotalSupport |
| Gross Receipts From Admissions Etc | 191832337 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74359 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74841 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $35,614 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 35614 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 354476000 | BeginningOfYearBalance |
| Contributions | 5920000 | Contributions |
| Investment Earnings Or Losses | 49369000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 22395000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 387370000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 329988000 | BeginningOfYearBalance |
| Contributions | 7159000 | Contributions |
| Investment Earnings Or Losses | 32976000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 15647000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 354476000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 398852000 | BeginningOfYearBalance |
| Contributions | 13065000 | Contributions |
| Investment Earnings Or Losses | -58188000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 23741000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 329988000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.1251 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.4636 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.4113 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6554782 | OtherCostOrOtherBasis |
| Book Value | 6554782 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 62782268 | OtherCostOrOtherBasis |
| Depreciation | 35076197 | Depreciation |
| Book Value | 27706071 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 27565913 | OtherCostOrOtherBasis |
| Depreciation | 20407762 | Depreciation |
| Book Value | 7158151 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7925680 | OtherCostOrOtherBasis |
| Depreciation | 3678702 | Depreciation |
| Book Value | 4246978 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45665982 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Marketable Alternatives (equity LPs) | 131038015 | F |
| Real Assets(gold,energy&commodities funds) | 52522244 | F |
| Illiquid Equities (private equity LPs) | 29935343 | F |
| Real Estate (real estate LPs) | 9316373 | F |
| Investment in 263 HA Limited Partnership | 7832193 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 230644168 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Assets Held by Others | 25183443 |
| Assets of Split Interest Agreements | 9150846 |
| Real estate property-released by retained life estate | 750000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 35084289 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accd Liab for Pension & Post-retiremnt | Description |
| Amount | $31,532,010 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31532010 | TotalOfAmounts |
| Total Revenue | 80659639 | TotalRevenue |
| Total Expenses | 83582205 | TotalExpenses |
| Excess Or Deficit For Year | -2922566 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 34684694 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $9,980,696 | OtherAmount |
| Total Adjustments | 44665390 | TotalAdjustments |
| Excess Or Deficit Per FS | 41742824 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 117570414 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34684694 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 2677416 | OtherRevenues |
| Revenue Not Rptd F990 | 37362110 | RevenueNotRptdF990 |
| Revenue Subtotal | 80208304 | RevenueSubtotal |
| Investment Expenses Not Included | 1246761 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -795426 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 451335 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 80659639 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 83130870 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 795426 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 795426 | ExpensesNotRptdF990 |
| Expenses Subtotal | 82335444 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1246761 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1246761 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 83582205 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The 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_L01e | Schedule D, Part VI, Line 1e | Other includes land improvements and related depreciation and construction in progress. |
| SchD_P07_S00_L03 | Schedule D, Part VII, Line 3 | The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by distributions to the BSO. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The 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_L08 | Schedule D, Part XI, Line 8 | Change 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_L02d | Schedule D, Part XII, Line 2d | Change in value of split interest agreements. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Cost of goods sold |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Cost of goods sold. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Corporate Event | NameOfEvent1 |
| Gross Receipts Event1 | 820005 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 658508 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 161497 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 56755 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 24551 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 123295 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Opening Gala | NameOfEvent2 |
| Gross Receipts Event2 | 981011 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 678154 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 302857 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 59743 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 47078 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 107712 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1257682 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 827572 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 430110 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 117063 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 51359 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 344628 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3058698 | GrossReceiptsTotal |
| Charitable Contributions Total | 2164234 | CharitableContributionsTotal |
| Gross Revenue Total Events | 894464 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 233561 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 122988 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 575635 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 932184 | DirectExpenseSummaryEvents |
| Net Income Summary | -37720 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | |||||||||||||
| 419277 | 0 | 0 | 0 | 107152 | 0 | 34225 | 0 | 26860 | 0 | 587514 | 0 | 0 | 0 |
| Thomas D May | |||||||||||||
| 214576 | 0 | 0 | 0 | 2068 | 0 | 40956 | 0 | 28924 | 0 | 286524 | 0 | 0 | 0 |
| Kim Noltemy | |||||||||||||
| 186523 | 0 | 0 | 0 | 842 | 0 | 13588 | 0 | 28258 | 0 | 229211 | 0 | 0 | 0 |
| Malcolm Lowe | |||||||||||||
| 358590 | 0 | 37500 | 0 | 18200 | 0 | 23151 | 0 | 25026 | 0 | 462467 | 0 | 0 | 0 |
| Thomas C Rolfs Jr | |||||||||||||
| 261607 | 0 | 0 | 0 | 0 | 0 | 18620 | 0 | 24559 | 0 | 304786 | 0 | 0 | 0 |
| John A Ferrillo Jr | |||||||||||||
| 256439 | 0 | 0 | 0 | 0 | 0 | 21941 | 0 | 25779 | 0 | 304159 | 0 | 0 | 0 |
| Steven Ansell | |||||||||||||
| 246617 | 0 | 0 | 0 | 0 | 0 | 24395 | 0 | 25920 | 0 | 296932 | 0 | 0 | 0 |
| Toby Oft | |||||||||||||
| 232626 | 0 | 0 | 0 | 0 | 0 | 8624 | 0 | 26484 | 0 | 267734 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | 1) 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_L04 | Schedule J, Part I, Line 4 | The 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_L07 | Schedule J, Part I, Line 7 | One 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Volpe | NamePerson |
| Purpose Of Loan | Mortgage | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $200,000 | OriginalPrincipalAmount |
| Balance Due | 93889 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 93889 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Joseph Hearne | |||
| Spouse is trustee | 142307 | Employed as player | 0 |
| Tisbury Tours Inc | |||
| Co.owned by spouse of trustee | 1172971 | Engaged to perform concerts | 0 |
| Jan Brett | |||
| Trustee | 22764 | Musical collaboration | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchL_P02_S00_L00 | Identifier |
| Return Reference | Schedule L, Part II | ReturnReference |
| Explanation | On 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | see note | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1627885 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 70016 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | 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 | Hospitality | 12 | 46454 | Fair Market Value |
| X | Printing | 3 | 29098 | Fair Market Value |
| X | Transportation | 2 | 190245 | Fair Market Value |
| X | Hotel Rooms | 2 | 297184 | Fair Market Value |
| X | Miscellaneous | 1 | 38358 | Fair Market Value |
| X | Violin & Bow | 2 | 2725000 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L00 | Schedule M, Part I | Column B responses represent the number of contributions. |
| SchM_P01_S00_L25 | Schedule M, Part I, Lines 25-28 | The 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_L32b | Schedule M, Part I, Line 32b | The BSO's custodian, State Street Corporation, receives and sells donated securities. |
| SchM_P01_S00_L33 | Schedule M, Part I, Line 33 | The 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)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Trustees 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_L08b | Form 990, Part VI, Section A, Line 8b | In general, the Boston Symphony Orchestra (BSO) keeps minutes of all committees with authority to act on behalf of the boards. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The 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_L12c | Form 990, Part VI, Section B, Line 12c | The 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_L15 | Form 990, Part VI, Section B, Line 15 | The 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_L16b | Form 990, Part VI, Section B, Line 16b | The 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_L19 | Form 990, Part VI, Section C, Line 19 | The Boston Symphony Orchestra's audited financial statements, conflict of interest policy and other governing documents are available upon request. |
| F990_P07_S0A_L01b | Form 990, Part VII, Section A, Line 1b | Compensation reported is based on calendar 2010 amounts. |
| F990_P07_S0B_L01C | Form 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_L05 | Form 990, Part XI, Line 5 | Other 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tent Club | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237255432 | EIN |
| Primary Activities | Social Club | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(c)(7) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Real Estate | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeType |
| Share Of Total Income | 1320514 | ShareOfTotalIncome |
| Share Of EOY Assets | 7809493 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.99 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Real Estate | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 11667 | ShareOfTotalIncome |
| Share Of EOY Assets | 40698 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| 263 HA Limited Partnership | ||
| j | 306576 | Fair Market |
| 263 HA Limited Partnership | ||
| r | 1163172 | Actual partnership distribution |