SEATTLE SYMPHONY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SEATTLE SYMPHONY FOUNDATION (EIN 91-1351925)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-16
- IRS object ID
- 201221989349300627
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-16T12:21:32-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911351925 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE SYMPHONY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEAT | NameControl |
| Phone | 2062154700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981113906 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE JACKSON CHIHULY | Name |
| Title | CHAIR | Title |
| Phone | 2062154700 | Phone |
| Date Signed | 2012-07-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| Phone | 4254544919 | Phone |
| Date Prepared | 2012-07-13 | DatePrepared |
| 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 | LESLIE JACKSON CHIHULY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981113906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23614117 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEATTLESYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 157079 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10454 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 562865 | InvestmentIncomePriorYear |
| Investment Income Current Year | 834257 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 719944 | TotalRevenuePriorYear |
| Total Revenue Current Year | 844711 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1480697 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 581505 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 94833 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 96688 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 97558 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 100072 | OtherExpensePriorYear |
| Other Expenses Current Year | 52354 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1675602 | TotalExpensesPriorYear |
| Total Expenses Current Year | 730547 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -955658 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 114164 | RevenuesLessExpensesCY |
| Total Assets BOY | 24450501 | TotalAssetsBOY |
| Total Assets EOY | 26064288 | TotalAssetsEOY |
| Total Liabilities BOY | 280042 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 223585 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24170459 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25840703 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 581505 | Expense |
| Grants | 581505 | Grants |
| Description | THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. | Description |
| Total Program Service Expense | 581505 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN CAMPBELL MELVILLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2062154700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 UNIVERSITY STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JEAN-FRANCOIS HEITZ | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| STEWART LANDEFELD | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| IRWIN TREIGER | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| MICHAEL SLONSKI | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| MARCO ABBRUZZESE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNE FARRELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| J PIERRE LOEBEL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GIRISH NAIR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LAUREL NESHOLM | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KATHLEEN WRIGHT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LESLIE JACKSON CHIHULY | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 395 | FederatedCampaigns |
| All Other Contributions | 10059 | AllOtherContributions |
| Total Contributions | 10454 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 698900 | TotalRevenueColumn |
| Exclusion | $698,900 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22904763 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22769406 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135357 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135357 | TotalRevenueColumn |
| Exclusion | $135,357 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 844711 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $834,257 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581505 | Total |
| Program Services | 581505 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83084 | Total |
| Fundraising | 83084 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7248 | Total |
| Fundraising | 7248 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6356 | Total |
| Fundraising | 6356 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20119 | Total |
| Management And General | 20119 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20250 | Total |
| Management And General | 20250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10159 | Total |
| Management And General | 10159 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 972 | Total |
| Management And General | 956 | ManagementAndGeneral |
| Fundraising | 16 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| DUES & SUBSCRIPTIONS | 367 | 367 |
| FOOD & BEVERAGE | 314 | 314 |
| TAXES, LICENSE, PERMITS | 100 | 100 |
| MISCELLANEOUS | 73 | 73 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730547 | Total |
| Program Services | 581505 | ProgramServices |
| Management And General | 51484 | ManagementAndGeneral |
| Fundraising | 97558 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 196279 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000000 | BOY |
| EOY | 1248630 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272500 | BOY |
| EOY | 152500 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1800000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19246649 | BOY |
| EOY | 21968469 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 901352 | BOY |
| EOY | 698410 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24450501 | BOY |
| EOY | 26064288 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280042 | BOY |
| EOY | 222585 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280042 | BOY |
| EOY | 223585 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1367663 | BOY |
| EOY | 5277334 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522850 | BOY |
| EOY | 501520 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25015272 | BOY |
| EOY | 20061849 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24170459 | BOY |
| EOY | 25840703 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24450501 | BOY |
| EOY | 26064288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 114164 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1556080 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE SYMPHONY ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910667412 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $730,547 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 730547 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 581,505 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 149,042 TOTAL: 730,547 | GeneralExplanation |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19644758 | BeginningOfYearBalance |
| Contributions | 4010454 | Contributions |
| Investment Earnings Or Losses | 2294039 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 500000 | GrantsOrScholarships |
| Administrative Expenses | 149042 | AdministrativeExpenses |
| End Of Year Balance | 25300209 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19670735 | BeginningOfYearBalance |
| Contributions | 123987 | Contributions |
| Investment Earnings Or Losses | 1459940 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1480697 | GrantsOrScholarships |
| Administrative Expenses | 129207 | AdministrativeExpenses |
| End Of Year Balance | 19644758 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29473512 | BeginningOfYearBalance |
| Contributions | 351582 | Contributions |
| Investment Earnings Or Losses | -3679581 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2344710 | GrantsOrScholarships |
| Other Expenditures | 4000000 | OtherExpenditures |
| Administrative Expenses | 130068 | AdministrativeExpenses |
| End Of Year Balance | 19670735 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYABLE | Description |
| Amount | $222,585 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 222585 | TotalOfAmounts |
| Total Revenue | 844711 | TotalRevenue |
| Total Expenses | 730547 | TotalExpenses |
| Excess Or Deficit For Year | 114164 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1504155 | NetUnrealizedGLOnInvestments |
| Other | $51,925 | OtherAmount |
| Total Adjustments | 1556080 | TotalAdjustments |
| Excess Or Deficit Per FS | 1670244 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2400791 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1504155 | NetUnrealizedGainsInvestments |
| Other Revenues | 51925 | OtherRevenues |
| Revenue Not Rptd F990 | 1556080 | RevenueNotRptdF990 |
| Revenue Subtotal | 844711 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 844711 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 730547 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 730547 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 730547 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 51,925. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 51,925. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE SYMPHONY ORCHESTRA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21906 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981113906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 910667412 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 581505 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | SCHEDULE I, PART II: THE FUNDS THAT ARE TRANSFERRED ARE BASED ON A THREE YEAR ROLLING AVERAGE OF THE ENDOWMENT VALUE, AND UP TO 7.5% OF THE AVERAGE IS DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCH L PART V | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,800,000 | OriginalPrincipalAmount |
| Balance Due | 1800000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1800000 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:(A) NAME OF PERSON: SEATTLE SYMPHONY ORCHESTRA(A) PURPOSE OF LOAN: OPERATIONS | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6 | THERE WERE 11 VOLUNTEER BOARD MEMBERS DURING THE YEAR. | |
| THE BYLAWS ALLOW FOR THE SEATTLE SYMPHONY ORCHESTRA, THE SUPPORTED ORGANIZATION, TO SELECT SIX BOARD MEMBERS FOR THE SEATTLE SYMPHONY FOUNDATION. | FORM 990, PART VI, SECTION A, LINE 7A | |
| PRIOR TO FILING, THE CONTROLLER AND VICE PRESIDENT OF FINANCE CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD AUDIT COMMITTEE ALSO REVIEWS THE REPORT PRIOR TO FILING. A PUBLIC DISCLOSURE COPY OF THE RETURN IS EMAILED TO THE ENTIRE BOARD AFTER FILING WITH THE IRS. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. A FINANCIAL SUMMARY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART VII, SECTION A: | HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION: LESLIE JACKSON CHIHULY 5 HOURS MICHAEL SLONSKI 3 HOURS MARCO ABRUZZESE 2 HOURS JEAN-FRANCOIS HEITZ 2 HOURS J. PIERRE LOEBEL 2 HOURS GIRISH NAIR 2 HOURS LAUREL NESHOLM 2 HOURS | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,504,155. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 51,925. TOTAL TO FORM 990, PART XI, LINE 5: 1,556,080. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEATTLE SYMPHONY ORCHESTRA | |||||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | 910667412 | ORCHESTRA | WA | 501(C)(3) | LINE 7 | N/A | 0 | |
| BH MUSIC CENTER | |||||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | 911704263 | OPERATION OF CONCERT HALL | WA | 501(C)(3) | LINE 9 | 0 | SEATTLE SYMPHONY ORCHESTRA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |