SYMPHONY SAN JOSE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-04-28
IRS object ID: 202301189349301725
Schema version: 2021v4.2
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 D
Schedule J
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-04-28T19:31:07-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	946214841	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 W SAN FERNANDO ST STE 500	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320083030	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SYMPHONY SAN JOSE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SYMP	BusinessNameControlTxt
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MASSEY	PersonNm
Person Title	GENERAL DIRECTOR	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2023-04-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	MASSEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW PETROSKI	PreparerPersonNm
PTIN	P00853132	PTIN
Phone	4082006400	PhoneNum
Preparation	2023-04-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT MASSEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,890,748	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SYMPHONYSANJOSE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2003	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	320	TotalEmployeeCnt
Total Volunteers	55	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,834,532	PYContributionsGrantsAmt
CY Contributions Grants	$2,783,193	CYContributionsGrantsAmt
PY Program Service Revenue	$3,636	PYProgramServiceRevenueAmt
CY Program Service Revenue	$968,776	CYProgramServiceRevenueAmt
PY Investment Income	$77,208	PYInvestmentIncomeAmt
CY Investment Income	$123,296	CYInvestmentIncomeAmt
PY Other Revenue	$10	PYOtherRevenueAmt
CY Other Revenue	$15,483	CYOtherRevenueAmt
PY Total Revenue	$1,915,386	PYTotalRevenueAmt
CY Total Revenue	$3,890,748	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$760,096	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,027,709	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$83,671	CYTotalFundraisingExpenseAmt
PY Other Expenses	$261,241	PYOtherExpensesAmt
CY Other Expenses	$1,333,628	CYOtherExpensesAmt
PY Total Expenses	$1,021,337	PYTotalExpensesAmt
CY Total Expenses	$3,361,337	CYTotalExpensesAmt
PY Revenues Less Expenses	$894,049	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$529,411	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,974,780	TotalAssetsBOYAmt
Total Assets EOY	$4,127,797	TotalAssetsEOYAmt
Total Liabilities BOY	$402,114	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$418,923	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,572,666	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,708,874	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$1,942,790	ExpenseAmt
Revenue	$608,881	RevenueAmt
Desc	CLASSICS CONCERTS - THE SYMPHONY PERFORMED 15-CONCERT CLASSICAL AND CHORALE SERIES, JUST LIKE BEFORE COVID. ABOUT 8,000 PEOPLE ATTENDED, THAT WAS FAR LESS THAN PRE-COVID. THE PROGRAMS WERE ALMOST IDENTICAL TO WHAT WERE PLANNED FOR 2020-2021 SEASON WHICH WAS CANCELLED DUE TO COVID. 2020 WAS BEETHOVEN'S 250TH ANNIVERSARY AND THE PROGRAMS INCLUDED MANY PIECES COMPOSED BY BEETHOVEN. BUT, AS USUAL, THE PROGRAMS WERE MIXED WITH UNEXPECTED EDGIER WORKS. THIS PROGRAM SERVES THE SYMPHONY'S MOST COMMITTED AND CONSISTENT AUDIENCE, INCLUDING SEASON SUBSCRIBERS AND THE GREAT MAJORITY OF INDIVIDUAL DONORS.THESE CONCERTS ARE LED BY A ROSTER OF CONDUCTORS FROM AROUND THE WORLD, AND FEATURE AS SOLOISTS BOTH THE ORCHESTRA'S PRINCIPALS AND INTERNATIONALLY PROMINENT GUEST ARTISITS. THE GENERAL DIRECTOR WORKS WITH THE ORCHESTRA'S ARTISTIC COMMITTEE AND EACH CONDUCTOR TO DESIGN PROGRAMS THAT DRAW ON THAT CONDUCTOR'S SPECIAL STRENGTH, USE THE ORCHESTRA'S AND SOLOISTS' MUSICAL MASTERY TO THE FULLSET EXTENT, AND STIMULATE AND SATISFY THEIR AUDIENCES. THIS SEASON INCLUDED FIVE RETURNING CONDUCTORS. STELLAR SOLOISTS INCLUDED FLUTIST DENIS BOURIAKOV, PIANISTST JON NAKAMATSU AND MICHELLE CANN, AND VIOLINIST LARA ST. JOHN.CLASSICS PROGRAMS ACCOUNT FOR THE MAJORITY OF THE ORCHESTRA'S AND THEATER STAFF'S ANNUAL PAYROLL AND REQUIRE THE MOST YEAR-ROUND ADMINISTRATIVE SUPPORT. TICKET SALES MEET ROUGHLY 45% OF THESE EXPENSES FOR 2021-2022; THE REMINDER DEPENDS UPON CONTRIBUTIONS AND ENDOWMENT EARNINGS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$467,111	ExpenseAmt
Revenue	$177,893	RevenueAmt
Desc	FILM CONCERTS - THE SYMPHONY PERFORMED "HARRY POTTER AND THE DEATHLY HALLOWS PART 2" IN NOVEMBER, AND "AMADEUS" IN FEBRUARY. THEY WERE ATTENDED BY ABOUT 4,000 PEOPLE IN TOTAL. THE SYMPHONY'S FILM-WITH-ORCHESTRA CONCERTS TEND TO ATTRACT YOUNG, DIVERSE, AND EXUBERANT AUDIENCES TO POPULAR FILMS SHOWN ON GIANT SCREENS WITH THEIR HIGH-PROFILE SCORES PERFORMED LIVE BY THE SYMPHONY ORCHESTRA. IN ADDITION TO INTRODUCTING NEW AUDIENCES TO THE ORCHESTRA, THE FILMS SIGNIFICANTLY EXPAND EMPLOYMENT FOR THE SYMPHONY MUSICIANS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$194,677	ExpenseAmt
Revenue	$175,621	RevenueAmt
Desc	LABOR DAY OUTDOOR CONCERT - THE SYMPHONY TEAMED UP WITH OPERA SAN JOSE AND HELD A FREE OUTDOOR CONCERT ON LABOR DAY WEEKEND TO WELCOME LIVE MUSIC BACK TO OUR COMMUNITY AFTER A LONG ABSENCE DUE TO COVID. IT WAS ATTENDED BY ABOUT 3,000 PEOPLE ON SATURDAY AND 5,000 PEOPLE ON SUNDAY. MANY BROUGHT THEIR CHILDREN WHO NORMALLY DO NOT ATTEND CLASSICAL CONCERTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$207,578	ExpenseAmt
Revenue	$6,381	RevenueAmt
Desc	TOTAL PROGRAM EXPENSES AND REVENUE INCLUDE THE FOLLOWING BESIDES THE ABOVE.- OPENING NIGHT DINNER, WHICH SUPPORTS ARTSPARK, THE SYMPHONY'S EDUCATIONAL OUTREACH PROGRAM.- PRODUCTION SUPPORTS, SUCH AS UNION STAGEHANDS AND USHERS, TECHNICAL EQUIPMENT AND KNOW-HOW PROVIDED BY THE SYMPHONY TO OTHER LOCAL ORGANIZATIONS FOR EVENTS (E.G., YOUTH ORCHESTRA, AND SCHOOL). ACCESS TO THESE SERVICES ENABLES THEM TO ACHIEVE PERFORMANCE LEVELS THAT BENEFIT THEM, THEIR AUDIENCE MEMBERS, AND THE LARGER COMMUNITY.- REVENUES GENERATED FOR THE CONCERTS THAT WERE CANCELLED DUE TO COVID IN PREVIOUS FISCAL YEARS AND THAT WERE NOT REFUNDED. - EXPENSES INCURRED FOR THE CANCELLED DRAGON BALL SYMPHONIC ADVENTURE, FULLY IMMERSIVE CONCERT WITH THE MUSIC FROM DRAGON BALL AND DRAGON BALL Z SERIES PERFORMED BY LIVE ORCHESTRA, ALL COMPLETELY SYNCHRONIZED TO CUTTING EDGE VIDEO SCREEN, LIGHTING AND SPECIAL SOUND EFFECTS. THE CONCERTS WERE SCHEDULED FOR LATE-MAY, 2022 BUT CANCELLED BY THE PRODUCTION COMPANY.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$207,578	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$6,381	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,812,156	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	320	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT MASSEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 SOUTH FIRST STREET SUITE 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
RICHARD CONNIFF
CHAIR	10.00	Yes (X)	Yes (X)	$0	$0	$0
NANCY JOHNSON
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
LAURIE HUTH
TREASURER (LEFT 9/21)	3.00	Yes (X)	Yes (X)	$0	$0	$0
BUNNY LADEN
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS ADAMS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SHARYN BIRES
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ASHLEY BRUNI
TRUSTEE (LEFT 3/22)	1.00	Yes (X)		$0	$0	$0
JASON FORD
TRUSTEE (LEFT 6/22)	1.00	Yes (X)		$0	$0	$0
LLOYD SCHMIDT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARALYN WINSLOW
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ANDREW BALES
GENERAL DIRECTOR	60.00	Yes (X)	Yes (X)	$154,500	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$154,500	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,076,562	GovernmentGrantsAmt
All Other Contributions	$1,706,631	AllOtherContributionsAmt
Noncash Contributions	$65,714	NoncashContributionsAmt
Total Contributions	$2,783,193	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUBSCRIPTION TICKET SA	711130	$415,357	$415,357
SINGLE TICKET SALES	711130	$353,917	$353,917
PERFORMANCE FEES	711130	$176,895	$176,895
OTHER	711300	$22,607	$22,607

Field	Value	IRS element (for citing)
Total Program Service Revenue	$968,776	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$123,296	TotalRevenueColumnAmt
Exclusion	$123,296	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$15,483	TotalRevenueColumnAmt
Exclusion	$15,483	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$15,483	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,890,748	TotalRevenueColumnAmt
Related Or Exempt Func Income	$968,776	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$138,779	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$194,142	TotalAmt
Program Services	$142,575	ProgramServicesAmt
Management And General	$45,375	ManagementAndGeneralAmt
Fundraising	$6,192	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,472,781	TotalAmt
Program Services	$1,353,494	ProgramServicesAmt
Management And General	$64,698	ManagementAndGeneralAmt
Fundraising	$54,589	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$85,707	TotalAmt
Program Services	$85,707	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$78,591	TotalAmt
Program Services	$58,221	ProgramServicesAmt
Management And General	$18,857	ManagementAndGeneralAmt
Fundraising	$1,513	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$196,488	TotalAmt
Program Services	$182,425	ProgramServicesAmt
Management And General	$9,025	ManagementAndGeneralAmt
Fundraising	$5,038	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,620	TotalAmt
Program Services	$8,620	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,202	TotalAmt
Management And General	$44,202	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$32,574	TotalAmt
Management And General	$32,574	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$260,374	TotalAmt
Program Services	$159,276	ProgramServicesAmt
Management And General	$101,098	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$161,486	TotalAmt
Program Services	$161,486	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,581	TotalAmt
Program Services	$78	ProgramServicesAmt
Management And General	$38,658	ManagementAndGeneralAmt
Fundraising	$845	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$150,782	TotalAmt
Program Services	$67,354	ProgramServicesAmt
Management And General	$83,428	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$28,815	TotalAmt
Program Services	$28,015	ProgramServicesAmt
Management And General	$800	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$750	TotalAmt
Management And General	$750	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$37,419	TotalAmt
Program Services	$33,720	ProgramServicesAmt
Management And General	$3,699	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$29,285	TotalAmt
Program Services	$7,202	ProgramServicesAmt
Management And General	$22,083	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRODUCTION EXPENSES	$446,265	$445,852	$263	$150
BOX OFFICE/TICKET OFFIC	$56,131	$56,131
DONOR CULTIVATION EXPEN	$37,344	$22,000		$15,344

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,361,337	TotalAmt
Program Services	$2,812,156	ProgramServicesAmt
Management And General	$465,510	ManagementAndGeneralAmt
Fundraising	$83,671	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$200	BOYAmt
EOY	$2,291	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$587,241	BOYAmt
EOY	$541,943	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$523,666	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,072	BOYAmt
EOY	$13,462	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$58,935	BOYAmt
EOY	$27,151	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$427,979	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$269,688	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$49,358	BOYAmt
EOY	$158,291	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,261,974	BOYAmt
EOY	$2,859,493	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,500	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,974,780	BOYAmt
EOY	$4,127,797	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$38,104	BOYAmt
EOY	$109,810	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$364,010	BOYAmt
EOY	$300,680	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$8,433	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$402,114	BOYAmt
EOY	$418,923	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,279,973	BOYAmt
EOY	$1,728,926	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,292,693	BOYAmt
EOY	$1,979,948	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,572,666	BOYAmt
EOY	$3,708,874	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,974,780	BOYAmt
EOY	$4,127,797	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$529,411	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$393,203	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,906,732	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$922,052	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,763,605	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,834,532	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,783,193	CurrentTaxYearAmt
Total	$9,210,114	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,906,732	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$922,052	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,763,605	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,834,532	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,783,193	CurrentTaxYearAmt
Total	$9,210,114	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,239,324	SubstantialContributorsTotAmt
Public Support Total170	$7,970,790	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,600	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,225	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$80,664	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,096	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$284,585	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$9,494,699	TotalSupportAmt
Gross Receipts Rltd Activities	$7,519,177	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.83950	PublicSupportCY170Pct
Public Support PY170	0.77640	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,261,974	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$302,481	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$2,859,493	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,449,542	BeginningYearBalanceAmt
Contributions	$450,000	ContributionsAmt
Investment Earnings Or Losses	$482,432	InvestmentEarningsOrLossesAmt
Other Expenditures	$120,000	OtherExpendituresAmt
End Year Balance	$3,261,974	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,476,410	BeginningYearBalanceAmt
Investment Earnings Or Losses	$93,132	InvestmentEarningsOrLossesAmt
Other Expenditures	$120,000	OtherExpendituresAmt
End Year Balance	$2,449,542	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,472,263	BeginningYearBalanceAmt
Investment Earnings Or Losses	$104,147	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$2,476,410	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,647,067	BeginningYearBalanceAmt
Contributions	$850,000	ContributionsAmt
Investment Earnings Or Losses	$50,196	InvestmentEarningsOrLossesAmt
Other Expenditures	$75,000	OtherExpendituresAmt
End Year Balance	$2,472,263	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.31388	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.68611	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$427,979	OtherCostOrOtherBasisAmt
Depreciation	$269,688	DepreciationAmt
Book Value	$158,291	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$158,291	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$8,433	Amt

Field	Value	IRS element (for citing)
Total Liability	$8,433	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,464,971	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$393,203	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$393,203	RevenueNotReportedAmt
Revenue Subtotal	$3,858,174	RevenueSubtotalAmt
Investment Expenses Not Incld	$32,574	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$32,574	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,890,748	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,328,763	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,328,763	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$32,574	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$32,574	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,361,337	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE SYMPHONY NEEDS THE LIQUIDITY TO BE ABLE TO DRAW APPROXIMATELY 5% OF THE PRINCIPAL ANNUALLY TO SUPPLEMENT THE OPERATING BUDGET. THE GOAL OF THE SPENDING POLICY IS TO APPLY A DISCIPLINED AND REASONED APPROACH TO MOVING MONEY FROM THE ENDOWMENT FUND TO ITS BENEFICIARY ON A PREDICTABLE, CONSISTENT BASIS. THE CURRENT SPENDING POLICY IS BASED ON THE PAYOUT RATE MULTIPLIED BY THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. A 2-7% RANGE WILL BE IN PLACE TO ALLOW FOR BOARD DISCRETION DURING PARTICULARLY VOLATILE PERIODS. NOTWITHSTANDING THESE SPENDING PARAMETERS, THE ORIGINAL CORPUS SHALL NOT BE INVADED EXCEPT AS PROVIDED WITHIN THE SPECIFIC DONOR TERMS FOR THE $1 MILLION GIFT AS DESCRIBED ABOVE. ANY CHANGES TO THE ENDOWMENT'S SPENDING POLICY SHALL BE RECOMMENDED BY THE INVESTMENT COMMITTEE AND/OR INVESTMENT ADVISORS, WITH ULTIMATE APPROVAL BY THE BOARD OF TRUSTEES.

PART X, LINE 2:

GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE SYMPHONY IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE SYMPHONY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE SYMPHONY'S FEDERAL RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2019 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANDREW BALES	PersonNm
Title	GENERAL DIRECTOR	TitleTxt
Base Compensation Filing Org	$154,500	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$154,500	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	JENNIFER WATKINS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	WIFE OF GENERAL DIRECTOR	RelationshipDescriptionTxt
Transaction	$97,849	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$52,979	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	MUSICAL INSTRUMENT	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$12,735	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THE SYMPHONY TEAMED UP WITH OPERA SAN JOSE AND HELD A FREE OUTDOOR CONCERT ON LABOR DAY WEEKEND TO WELCOME LIVE MUSIC BACK TO OUR COMMUNITY AFTER A LONG ABSENCE DUE TO COVID.
FORM 990, PART III, LINE 3	DUE TO COVID, WE HAD TO CANCEL OUR EDUCATION PROGRAM FOR ELEMETARY SCHOOL CHILDREN, ARTSPARK, WHICH IS NORMALLY PERFROMED IN MARCH EVERY YEAR. ABOUT 4,400 CHILDREN ATTEND THIS PROGRAM EACH YEAR. ARTSPARK BRINGS STUDENTS TO THE SYMPHONY'S CONCERT HALL FOR FULL ORCHETSTRA PERFORMANCES DESIGNED TO SPARK CHILDREN'S INTEREST AND ENTHUSIASM, AND TO TIE IN WITH THEIR FOURTH GRADE CURRICULUM. CONCERTS AND BUSSING BOOKED BY THE SYMPHONY ARE FREE TO SCHOOLS AND CHILDREN. CONCERTS ARE LED BY THE SYMPHONY'S DYNAMIC EDUCATION CONDUCTOR AND ARE SUPPORTED IN CLASS WITH CUSTOM MUSIC CDS AND TEACHING MATERIALS. ENTIRE FOURTH GRADE ATTEND FROM EACH SCHOOL TO ENSURE THAT EVERY CHILD HAS ACCESS TO THE EXPERIENCE AND CAN SHARE IT WITH THEIR PEERS. WE PLAN TO RESUME ARTSPARK IN 2023.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS SCANNED AND E-MAILED TO EACH TRUSTEE ON RECEIPT. A HARD COPY IS ALSO DELIVERED TO THE FINANCE COMMITTEE MEMBERS, BY HAND OR FEDERAL EXPRESS, TO ENSURE RECEIPT. A REVIEW OF THE RETURN IS SCHEDULED WITH FINANCE COMMITTEE MEMBERS AND KEY STAFF (GENERAL DIRECTOR, GENERAL MANAGER) BEFORE THE TAX RETURN IS FILED; THE REVIEW MAY BE CONDUCTED BY CONFERENCE CALL. ALL BOARD MEMBERS ARE ENCOURAGED TO JOIN IN AND RAISE QUESTIONS. ANY ISSUES BROUGHT UP AT THAT MEETING AND THEIR RESOLUTION ARE REPORTED TO THE FULL BOARD DURING DISCUSSION OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE SYMPHONY'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ONCE EACH YEAR, OR WHEN THEY JOIN THE BOARD IF THEY HAVE MISSED THE ANNUAL DISTRIBUTION, AND A SIGNED COPY IS COLLECTED FROM EACH MEMBER, WHICH IS KEPT IN THE GENERAL MANAGER'S BOARD FILES. BOARD MEMBERS ARE REQUIRED TO REPORT TO THE GENERAL MANAGER ANY ACTIVITY OR RELATIONSHIP THAT MIGHT CONSTITUTE OR GIVE RISE TO A CONFLICT AS DEFINED BY THE POLICY. ANY SUCH ACTIVITY OR RELATIONSHIP IS SUBSEQUENTLY REPORTED TO AND REVIEWED EITHER BY THE AUDIT COMMITTEE (WHICH CURRENTLY SERVES AS OUR PERSONNEL COMMITTEE FOR ANY UNRESOLVED GRIEVANCES), OR BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMPENSATION OF THE GENERAL DIRECTOR IS DETERMINED BY AN AD HOC BOARD COMMITTEE MADE UP OF THE BOARD CHAIR AND OTHER BOARD MEMBERS. THE COMMITTEE REVIEWS EXECUTIVE COMPENSATION USING GUIDESTAR, AND 990S FROM COMPARABLE NONPROFITS, TAKING INTO ACCOUNT THE COMPARABLE MARKET RATES IN THE LOCAL GEOGRAPHIC AREA. THE COMPENSATION IS VOTED ON AND APPROVED AT THE BOARD MEETING IN CLOSED SESSION; THE PROCESS IS RECORDED IN THE MINUTES, AND A MEMO NOTATING THE RESULTS IS INCLUDED IN THE GENERAL DIRECTOR'S PERSONNEL FILES. MOST RECENTLY, THE GENERAL DIRECTOR'S COMPENSATIONS WERE REVIEWED IN JANUARY 2022.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.