BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-07
- IRS object ID
- 202341889349300734
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-07T10:10:48-07:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6172661492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kat Decelles | PersonNm |
| Person Title | Clerk of Corporation | PersonTitleTxt |
| Phone | 6176389211 | PhoneNum |
| Signature | 2023-07-07 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| 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 | Jeffrey Dunn | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $227,892,549 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bso.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 794 | TotalEmployeeCnt |
| Total Volunteers | 982 | TotalVolunteersCnt |
| Total Gross UBI | $1,705,845 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $913,751 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,371,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,379,239 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,934,337 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,505,370 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,108,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,265,190 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,458,813 | PYOtherRevenueAmt |
| CY Other Revenue | $7,888,389 | CYOtherRevenueAmt |
| PY Total Revenue | $89,872,398 | PYTotalRevenueAmt |
| CY Total Revenue | $116,038,188 | 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 | $35,343,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,837,825 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $302,272 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,028,716 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,668,858 | PYOtherExpensesAmt |
| CY Other Expenses | $50,434,162 | CYOtherExpensesAmt |
| PY Total Expenses | $64,012,623 | PYTotalExpensesAmt |
| CY Total Expenses | $98,574,259 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,859,775 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,463,929 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $745,262,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $654,476,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,441,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,730,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $661,820,337 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $581,746,004 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Boston Symphony Orchestra (BSO) is to foster and maintain an organization dedicated to making music consonant with the highest aspirations of the musical art, creating performances and providing educational and training programs at the highest level of excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $63,394,995 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $32,568,676 | RevenueAmt |
| Desc | Orchestral Music Programs: Internationally recognized as one of the finest orchestras, the BSO is one of the largest orchestral organizations in the world as measured by scope of its operations. Within the U.S., it is the fourth-largest performing arts institution. Between September 30, 2021 - April 30, 2022, the Boston Symphony Orchestra performed 79 concerts in Symphony Hall for more than 130,000 audience members. These performances: Supported living composers by performing world and American premieres by HK Gruber, Jorg Widmann, Unsuk Chin, Bernard Rands, Augusta Read Thomas, Michael Gandolfi, and Kaija Saariaho as well as works by Ellen Reid, Brian Raphael Nabors, Sofia Gubaidulina, Carlos Simon, and Arvo Part. Returned to ambitious vocal music programming with the Tanglewood Festival Chorus in performances of Alban Berg's Wozzeck and Janacek's Glagolitic Mass. Continued the BSO's Grammy award-winning Shostakovich recording cycle with Deutsche Grammophon. Spoke powerfully to the moment: the day after Russia invaded Ukraine, the BSO performed a program of Baltic and Russian music, which the Boston Globe called "one of the most contemplative and emotionally wrenching concerts of the season." December saw the return of a beloved New England tradition with 34 Holiday Pops performances including eight matinees specifically for children. Traditional carols, sing-alongs, storytelling, and Christmas music from Mexico and the African diaspora made for a heartwarming and joyous concert. From May 19 through June 11, 12 Spring Pops concerts offered a wide range of musical experiences from film nights and the music of Broadway to gospel and Duke Ellington and featured such guests as Lara Downes, Christopher Jackson, and Smokie Norful. More than 100,000 people attended a Pops performance this year. The BSO presented a full summer of music at Tanglewood in Lenox, MA. For more than 10 weeks, Tanglewood was alive with 104 concerts and recitals by the BSO, Pops, Tanglewood Music Center Fellows, guest ensembles, and Popular Artists creating a unique experience of enjoying music in the beauty of nature that was enjoyed by 289,810 people of all ages. TANGLEWOOD HIGHLIGHTS: Ken-David Masur led the BSO in a celebration of John Williams' 90th birthday with special guests Yo-Yo Ma, James Taylor, Itzhak Perlman, and Branford Marsalis. They performed for a sold-out audience of close to 17,000 Garrick Ohlsson performed all of Brahms' solo piano pieces in two programs Paul Lewis performed all of Beethoven's piano concertos in three concerts with Andris Nelsons conducting the orchestra Michael Tilson Thomas led two concerts; he and the musicians received a standing ovation from the audience of 7,000 that lasted more than six minutes. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $334,122 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $438,693 | RevenueAmt |
| Desc | Education and community programs are integral to the BSO's mission. In Boston: To celebrate the re-opening of Symphony Hall in September 2021, the BSO offered a free Concert for Our City: Reunited in Symphony Hall. All four of the BSO's named conductors- Andris Nelsons, Thomas Wilkins, John Williams, and Keith Lockhart-were together in a rare, shared program. 2,205 people of all ages and backgrounds experienced the orchestra's virtuosic range. For a third of them, it was their first experience of the BSO. The BSO opened its doors to 22,278 children, high school and college students, young adults, health care workers, veterans, teachers, clients of nonprofit partners, and people eligible for public benefits through discounted and free tickets, which had an estimated value of $1.8M. 1,930 3rd - 8th grade students from 23 schools attended four Youth Concerts in May where they were introduced to orchestral music that explored the themes of anticipation, expectation, and potential. 589 students from Boston Public Schools attended the concert for free as part of the BSO's commitment to the city's young people. Conductor Thomas Wilkins used the composers biographies and their music to give students a pathway toward greater self-awareness. "My students liked how the conductor explained the music and told them what they would be hearing. They are still talking about it!" Malden 4th grade teacher In December, musicians of the Boston Pops brought holiday cheer to patients at Boston Children's Hospital. After a two-year hiatus, 1,261 people with autism and those who care for them attended the Sensory Friendly Holiday Pops concert on December 5th and the BSO's first Sensory Friendly Family Concert in May. Designed to welcome individuals with autism, the BSO made many accommodations including lower lighting and volume levels, fewer tickets sold to minimize crowding and over-stimulation, reduced ticket prices to increase access, pre-concert guides, relaxed house rules. The BSO had trained autism therapists on site and American Sign Language interpreters. Families enjoyed the music without the fear of being judged and surrounded by others who understood the challenges they face. At Tanglewood: Founded in 1940, the Tanglewood Music Center (TMC), the BSO's summer music academy welcomed 123 Tanglewood Music Center Fellows from across the United States and from around the world. For eight weeks, these talented young musicians rehearsed and performed in 25 chamber and orchestra concerts, which honed their performance skills. They also benefitted from coaching by TMC faculty members, BSO musicians, and guest artists. During the annual Festival of Contemporary Music, the Fellows gave the American premiere of George Benjamin's newest opera, "Lessons in Love and Violence" in a concert performance, which was hailed by the New York Times and the Boston Globe. More than 6,000 people attended performances by these young musicians. In summer 2022, the Tanglewood Learning Institute (TLI) offered four signature programs. Eight Masterclasses and Open Studios gave audiences an inside look at how musicians learn from such master artists as Andris Nelsons, Yo-Yo Ma, and Dawn Upshaw as well as from TMC faculty members. Eight Shop Talks featured informal discussions on life, music, and the future of our field with conductors, composers, and soloists and featured Emanuel Ax, Dashon Burton, Julia Adolphe, and Janai Brugger. The Big Idea: Poet Laureate Jo Harjo and Pulitzer Prize winning playwright Tony Kushner offered unique perspectives that contextualized pressing issues of the day with themes from the Tanglewood season. Full Tilt programs offered unconventional performances including Rzewski's The People United Will Never Be Defeated performed by TMC faculty member Stephen Drury and Cecile McLorin's Ghost Song. 1,310 people enjoyed Tanglewood's Family Concert conducted by Thomas Wilkins. 8,253 year-round Berkshire residents had discounted access to the lawn through a special pass and approximately 1,000 young adults, public school teachers, veterans, and children under age 17 enjoyed free or discounted tickets. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,830,279 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,688,808 | RevenueAmt |
| Desc | The BSO's two main properties, Symphony Hall and Tanglewood, have long and significant histories and attract visitors from near and far. Symphony Hall's acoustic qualities have earned it a place among the top three concert auditoriums in the world, a fact underscored by the Hall's 1999 designation as a National Historic Landmark. Symphony Hall resonates with more than a century of performances by key artists. It is also a key performance venue for a number of other ensembles and presenters, including the Handel and Haydn Society, the Celebrity Series of Boston, Boston Speakers Series, and the Boston Youth Symphony Orchestra. The Hall seats 2,625. The organization spent $1.6 million in maintenance projects at Symphony Hall. Located in the Berkshire hills of Lenox, Massachusetts and established in 1936 by then-Music Director Serge Koussevitzky, Tanglewood is the summer home of the BSO. Its performance venues-Koussevitzky Music Shed, Seiji Ozawa Concert Hall, and Linde Center-and 80 ancillary buildings are located on 526 pastoral acres. Built in 1938, the Koussevitzky Music Shed is a seasonal hall open on three sides with 5,121 seats and can seat an additional 12,000 on the surrounding lawn. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that typically provides a venue for chamber music performances and for performances by the Tanglewood Music Center. It seats 750 audience members on the orchestra level and 450 in the two balconies, as well as hundreds more on the lawn. When not being used by the orchestra, the BSO rents its facilities at Tanglewood and Symphony Hall to other groups. Local high schools and Berkshire Community College use the Koussevitzky Shed for graduations and community groups use Studio E at the Linde Center during the fall, winter, and spring. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $321,591 | $0 | $119,605 | Electronic Media: BSO NOW, the organization's streaming platform offered a mix of free and pay-per-view videos of the BSO and the Boston Pops concerts. Additionally, the BSO reaches millions who listen via recordings and television and radio broadcasts. Every Saturday evening, Classical Radio Boston (a subsidiary of GBH public broadcasting) broadcast a BSO concert. These concerts were available to stream via the GBH website for a month after they were aired. During Tanglewood, WAMC Northeast Public Radio broadcast BSO Friday and Saturday evening performances, and Sunday afternoon concerts reaching audiences across seven mid-Atlantic and New England states and WMHT (public radio out of Schenectady, NY) offered a weekly broadcast featuring TMC. |
| $41,879 | $0 | $189,056 | Merchandise Sales: The BSO operated its Symphony Hall retail operations online and opened its Tanglewood retail shops in Summer 2022. Patrons could also shop for Tanglewood merchandise online. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $363,470 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $308,661 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $78,922,866 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 794 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Decelles | PersonNm |
| Phone | 6176389215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | |||||||||
| Former CEO & President | 0 | 0 | Yes (X) | $954,285 | $0 | $21,286 | |||
| Gail Samuel | |||||||||
| President and CEO | 40 | 1 | $407,197 | $0 | $34,858 | Yes (X) | |||
| Bart Reidy | |||||||||
| Clerk of the Board, until 09-2021 | 40 | 0 | $371,716 | $0 | $30,583 | Yes (X) | |||
| Evelyn Barnes | |||||||||
| Chief Financial Officer, until 06-2022 | 50 | 1 | $295,920 | $0 | $25,352 | Yes (X) | |||
| Alexandra Fuchs | |||||||||
| Chief Operating Officer | 40 | 0 | $248,831 | $0 | $47,126 | Yes (X) | |||
| Lynn Larsen | |||||||||
| Orchestra Mgr and Dir of Orchestra Personnel | 40 | 0 | $242,329 | $0 | $28,631 | Yes (X) | |||
| Anthony Fogg | |||||||||
| Artistic Administrator | 40 | 0 | $248,568 | $0 | $18,463 | Yes (X) | |||
| Malcolm Lowe | |||||||||
| Former Concertmaster | 0 | 0 | Yes (X) | $249,529 | $0 | $0 | |||
| John A Ferrillo Jr | |||||||||
| Principal Oboe | 40 | 0 | $197,645 | $0 | $27,927 | Yes (X) | |||
| Thomas Rolfs Jr | |||||||||
| Principal Trumpet | 40 | 0 | $184,462 | $0 | $34,553 | Yes (X) | |||
| Emily Fritz-Endres | |||||||||
| Clerk of Corporation | 40 | 0 | $79,322 | $0 | $10,558 | Yes (X) | |||
| Noubar Afeyan | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| David Altshuler | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Gregory E Bulger | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Holly Ambler | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| William N Booth | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ronald G Casty | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Susan Bredhoff Cohen | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Richard F Connolly Jr | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| William Curry MD | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Phillip J Edmundson | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Thomas E Faust Jr | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Todd R Golub | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Michael Gordon | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Nathan Hayward III | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ricki Tigert Helfer | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Brent L Henry | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Albert A Holman III | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Barbara W Hostetter | |||||||||
| Chair | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Giselle J Joffre | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Stephen Kay | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Stephen W Kidder | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Jeffrey Leiden MD PhD | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Joyce G Linde | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| John M Loder | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Nancy K Lubin | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Joshua A Lutzker | |||||||||
| Treasurer | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Carmine A Martignetti | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Susan W Paine | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Peter Palandjian | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pamela L Peedin | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Steven R Perles | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Lina S Plantilla MD | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Wendy Shattuck | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Nicole M Stata | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Theresa M Stone | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Caroline Taylor | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Dr Christoph Westphal | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| D Brooks Zug | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Tom Kuo | |||||||||
| Trustee, ex-officio | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Blair Trippe | |||||||||
| Trustee, ex-officio | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,479,804 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,337 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 131 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Norbella Inc | |||||||||||
| 46 Plympton Street | 3rd Floor | Boston | MA | 02118 | Media strategy | $1,076,888 | |||||
| Upstatement LLC | |||||||||||
| 245 8th Ave 1030 | New York | NY | 10011 | Web services | $424,594 | ||||||
| ISOLE Inc | |||||||||||
| 157 Dickerman Rd | Newton | MA | 02461 | Services of K. Lockhart | $364,965 | ||||||
| Opus 3 Artists | |||||||||||
| 470 Park Ave South | 9th Floor N | New York | NY | 10016 | Artistic services | $353,206 | |||||
| Andris Nelsons | |||||||||||
| Services of A. Nelsons | $637,701 | Konzertdirektion Schmid | 40 St Martins Lane | London | UK | WC2N 4E | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $1,233,699 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $10,409,200 | GovernmentGrantsAmt |
| All Other Contributions | $37,736,340 | AllOtherContributionsAmt |
| Noncash Contributions | $8,612,443 | NoncashContributionsAmt |
| Total Contributions | $49,379,239 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & tours | 900099 | $32,568,676 | $32,568,676 | $0 | $0 |
| Education | 900099 | $438,693 | $438,693 | $0 | $0 |
| Program advertising | 900099 | $308,596 | $0 | $308,596 | $0 |
| Parking | 900099 | $69,800 | $0 | $0 | $69,800 |
| Electronic media | 900099 | $119,605 | $119,605 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,505,370 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,575,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $370,544 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,205,072 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,476,385 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,646,134 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,830,251 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,830,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,688,808 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,141,443 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $133,354,949 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,665,375 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,689,574 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,689,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $710,873 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,978,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $317,826 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,233,699 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $207,068 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,758 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $110,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $840,672 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $335,784 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $315,832 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Food & beverage | 900099 | $2,021,065 | $0 | $0 | $2,021,065 |
| Other income | 900099 | $349,427 | $0 | $0 | $349,427 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,370,492 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,038,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,004,838 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,705,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,948,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,879 | TotalAmt |
| Program Services | $1,135,713 | ProgramServicesAmt |
| Management And General | $276,691 | ManagementAndGeneralAmt |
| Fundraising | $105,475 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,886,323 | TotalAmt |
| Program Services | $32,942,069 | ProgramServicesAmt |
| Management And General | $3,382,794 | ManagementAndGeneralAmt |
| Fundraising | $2,561,460 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$484,570 | TotalAmt |
| Program Services | -$281,615 | ProgramServicesAmt |
| Management And General | -$279,430 | ManagementAndGeneralAmt |
| Fundraising | $76,475 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,925,876 | TotalAmt |
| Program Services | $3,806,684 | ProgramServicesAmt |
| Management And General | $669,555 | ManagementAndGeneralAmt |
| Fundraising | $449,637 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,992,317 | TotalAmt |
| Program Services | $2,377,091 | ProgramServicesAmt |
| Management And General | $418,646 | ManagementAndGeneralAmt |
| Fundraising | $196,580 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,790 | TotalAmt |
| Program Services | $21,545 | ProgramServicesAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,928 | TotalAmt |
| Program Services | $9,630 | ProgramServicesAmt |
| Management And General | $340,298 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,324 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $162,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,266 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $59,266 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,272 | TotalAmt |
| Fundraising | $302,272 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,781 | TotalAmt |
| Program Services | $1,735,781 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,331,832 | TotalAmt |
| Program Services | $15,727,269 | ProgramServicesAmt |
| Management And General | $1,373,622 | ManagementAndGeneralAmt |
| Fundraising | $230,941 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,392,436 | TotalAmt |
| Program Services | $3,133,155 | ProgramServicesAmt |
| Management And General | $21,806 | ManagementAndGeneralAmt |
| Fundraising | $237,475 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666,585 | TotalAmt |
| Program Services | $769,110 | ProgramServicesAmt |
| Management And General | $784,310 | ManagementAndGeneralAmt |
| Fundraising | $113,165 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,161,436 | TotalAmt |
| Program Services | $186,472 | ProgramServicesAmt |
| Management And General | $2,955,830 | ManagementAndGeneralAmt |
| Fundraising | $19,134 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,789 | TotalAmt |
| Program Services | $239,789 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000,169 | TotalAmt |
| Program Services | $5,559,857 | ProgramServicesAmt |
| Management And General | $2,397,419 | ManagementAndGeneralAmt |
| Fundraising | $42,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,569,247 | TotalAmt |
| Program Services | $3,344,985 | ProgramServicesAmt |
| Management And General | $85,387 | ManagementAndGeneralAmt |
| Fundraising | $138,875 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,892 | TotalAmt |
| Program Services | $13,515 | ProgramServicesAmt |
| Management And General | $8,757 | ManagementAndGeneralAmt |
| Fundraising | $5,620 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,250 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $237,250 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,581,078 | TotalAmt |
| Program Services | $4,573,200 | ProgramServicesAmt |
| Management And General | $626,851 | ManagementAndGeneralAmt |
| Fundraising | $381,027 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,616 | TotalAmt |
| Program Services | $10,536 | ProgramServicesAmt |
| Management And General | $633,080 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expense | $1,654,959 | $1,633,187 | $0 | $21,772 |
| Credit card fees | $988,127 | $932,772 | $2,298 | $53,057 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,657 | TotalAmt |
| Program Services | $1,052,121 | ProgramServicesAmt |
| Management And General | $524,944 | ManagementAndGeneralAmt |
| Fundraising | $33,592 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,574,259 | TotalAmt |
| Program Services | $78,922,866 | ProgramServicesAmt |
| Management And General | $14,622,677 | ManagementAndGeneralAmt |
| Fundraising | $5,028,716 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,555,223 | BOYAmt |
| EOY | $70,254,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,199 | BOYAmt |
| EOY | $1,221,469 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,980,853 | BOYAmt |
| EOY | $8,887,337 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,942,213 | BOYAmt |
| EOY | $6,407,386 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,915 | BOYAmt |
| EOY | $350,775 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,409,726 | BOYAmt |
| EOY | $2,875,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $185,672,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,532,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,504,795 | BOYAmt |
| EOY | $70,139,717 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,840,367 | BOYAmt |
| EOY | $60,312,835 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,280,271 | BOYAmt |
| EOY | $392,396,036 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,996,657 | BOYAmt |
| EOY | $41,631,161 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,262,219 | BOYAmt |
| EOY | $654,476,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,989,683 | BOYAmt |
| EOY | $15,706,333 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,196,987 | BOYAmt |
| EOY | $7,752,932 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,255,212 | BOYAmt |
| EOY | $39,271,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,441,882 | BOYAmt |
| EOY | $72,730,268 | 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 | $117,504,423 | BOYAmt |
| EOY | $116,763,377 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,315,914 | BOYAmt |
| EOY | $464,982,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,820,337 | BOYAmt |
| EOY | $581,746,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,262,219 | BOYAmt |
| EOY | $654,476,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,463,929 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$98,395,939 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $857,677 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $41,918,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,423,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,260,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,371,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,379,236 | CurrentTaxYearAmt |
| Total | $217,353,039 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,918,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,423,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,260,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,371,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,379,236 | CurrentTaxYearAmt |
| Total | $217,353,039 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,250,003 | SubstantialContributorsTotAmt |
| Public Support Total170 | $201,103,036 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,446,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,440,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,950,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,900,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,363,193 | CurrentTaxYearAmt |
| Total | $28,101,555 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,751 | CurrentTaxYearAmt |
| Total | $1,533,999 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $246,988,593 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $152,028,060 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81422 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78761 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $59,266 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $59,266 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The BSO's lobbying activities addressed issues such as federal and state funding and proposed legislation related to historical preservation, tourism, transportation, infrastructure, and education in the context of the arts and nonprofit organizations. A small allocation of the salary of one employee who engaged in lobbying activities on the issues noted above is included in the amount reported. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,304,000 | BeginningYearBalanceAmt |
| Contributions | $6,070,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$73,556,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,818,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $484,000,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $478,096,000 | BeginningYearBalanceAmt |
| Contributions | $6,858,000 | ContributionsAmt |
| Investment Earnings Or Losses | $116,358,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,008,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $576,304,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,898,000 | BeginningYearBalanceAmt |
| Contributions | $8,984,000 | ContributionsAmt |
| Investment Earnings Or Losses | $46,131,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,917,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $478,096,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,546,000 | BeginningYearBalanceAmt |
| Contributions | $6,067,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,517,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,232,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $455,898,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $477,751,000 | BeginningYearBalanceAmt |
| Contributions | $8,862,000 | ContributionsAmt |
| Investment Earnings Or Losses | $30,201,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,268,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $471,546,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $17,931,832 | OtherCostOrOtherBasisAmt |
| Book Value | $17,931,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $121,366,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,350,208 | DepreciationAmt |
| Book Value | $40,016,285 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $46,374,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,182,773 | DepreciationAmt |
| Book Value | $12,191,600 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,139,717 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable alternatives | $273,714,001 | F |
| Illiquid Equities | $87,195,241 | F |
| Real Assets | $12,197,628 | F |
| Real Estate | $11,510,236 | F |
| Investment in 263 Realty Corp & HA LP | $7,778,930 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $392,396,036 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Held by Others | $31,291,472 |
| Assets of Split Interest Agreements | $10,339,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,631,161 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Liability for Pension and Post Retirement | Desc |
| Amt | $39,271,003 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,271,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,336,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$98,395,939 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $604,610 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $282,117 | OtherRevenueAmt |
| Revenue Not Reported | -$97,509,212 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,845,259 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,735,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$542,852 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,192,929 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $116,038,188 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $97,985,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $604,610 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $542,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,147,462 | ExpensesNotReportedAmt |
| Expenses Subtotal | $96,838,478 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,735,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,735,781 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,574,259 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 as net assets without donor restriction or net assets with donor restriction, as appropriate. |
| Schedule D, Part VII, Line 3 | The investments in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by the distribution to the BSO. |
| 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 tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions; however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. It's federal and state income tax returns are generally open for examination for three years following the date filed. |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements |
| Schedule D, Part XI, Line 4b | $335,784 represents cost of goods sold and $207,068 including direct fundraising event expenses |
| Schedule D, Part XII, Line 2d | $335,784 represents cost of goods sold and $207,068 including direct fundraising event expenses |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $154,661,217 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $20,504,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $175,166,060 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCM Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 5th Avenue | AddressLine1Txt |
| Address Line2 | Suite M223 | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefundraising | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $701,282 | GrossReceiptsAmt |
| Retained By Contractor | $302,271 | RetainedByContractorAmt |
| Net To Organization | $399,011 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $701,282 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $302,271 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $399,011 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Company Celebration at Pops | Event1Nm |
| Gross Receipts Event1 | $1,014,670 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $850,920 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $163,750 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $83,135 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,285 | OtherDirectExpensesEvent1Amt |
| Event2 | Summer Celebration at Tanglewood | Event2Nm |
| Gross Receipts Event2 | $536,855 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $382,779 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $154,076 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $96,641 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,007 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,551,525 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,233,699 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $317,826 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $179,776 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,292 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $207,068 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $110,758 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | ||||||||||||||
| Former CEO & President | $357,483 | $0 | $0 | $0 | $596,802 | $0 | $8,700 | $0 | $12,586 | $0 | $975,571 | $0 | $0 | $0 |
| Gail Samuel | ||||||||||||||
| President and CEO | $406,937 | $0 | $0 | $0 | $260 | $0 | $10,471 | $0 | $24,386 | $0 | $442,054 | $0 | $0 | $0 |
| Bart Reidy | ||||||||||||||
| Clerk of the Board, until 09-2021 | $184,581 | $0 | $0 | $0 | $187,134 | $0 | $5,620 | $0 | $24,962 | $0 | $402,297 | $0 | $0 | $0 |
| Evelyn Barnes | ||||||||||||||
| Chief Financial Officer, until 06-2022 | $293,916 | $0 | $0 | $0 | $2,005 | $0 | $8,784 | $0 | $16,568 | $0 | $321,273 | $0 | $0 | $0 |
| Alexandra Fuchs | ||||||||||||||
| Chief Operating Officer | $248,252 | $0 | $0 | $0 | $579 | $0 | $7,491 | $0 | $39,636 | $0 | $295,958 | $0 | $0 | $0 |
| Lynn Larsen | ||||||||||||||
| Orchestra Mgr and Dir of Orchestra Personnel | $240,683 | $0 | $0 | $0 | $1,646 | $0 | $7,359 | $0 | $21,272 | $0 | $270,960 | $0 | $0 | $0 |
| Anthony Fogg | ||||||||||||||
| Artistic Administrator | $246,985 | $0 | $0 | $0 | $1,583 | $0 | $7,494 | $0 | $10,969 | $0 | $267,031 | $0 | $0 | $0 |
| Malcolm Lowe | ||||||||||||||
| Concertmaster | $0 | $0 | $0 | $0 | $249,529 | $0 | $0 | $0 | $0 | $0 | $249,529 | $0 | $0 | $0 |
| John A Ferrillo Jr | ||||||||||||||
| Principal Oboe | $197,145 | $0 | $500 | $0 | $0 | $0 | $0 | $0 | $27,927 | $0 | $225,572 | $0 | $0 | $0 |
| Thomas Rolfs Jr | ||||||||||||||
| Principal Trumpet | $184,462 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,553 | $0 | $219,015 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | In connection with the business needs of the Boston Symphony Orchestra (BSO) charter travel is used when transporting large number of personnel in connection with the Orchestra's touring. As a general rule, the BSO does not provide first class travel for employees. In rate instances, the CEO and President's spouse may travel for donor cultivation and fundraising purposes. Events attended are related to business purposes of the BSO. Such travel is entered into and substantiated in accordance with the spousal travel policy adopted by the BSO. Housing the for CEO and President 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. |
| Schedule J, Part I, Line 4 | Malcolm Lowe received $249,529 and Bart Reidy received $146,601 in severance in calendar year 2021. The compensation reported for Mark Volpe, President & CEO, for calendar year 2021 includes Base Compensation of $357,483. Other Reportable Compensation includes: 1) contributions of $19,500 made by Mr. Volpe into a 457(b) plan 2) $324,000 of transition services as an independent contractor 3) $94,753 representing a payout of accrued vacation and 4) payment of $158,229 which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal year 2007 in recognition of his 10 years of outstanding serif to the BSO. As amended in 2013, the plan is to provide Mr. Volpe an annual retirement benefit at age 60 equal to approximately 50% of the average compensation earned during his last 5 years of employment. An irrevocable portion of this benefit has been accrued and paid each year that he has been employed. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,612,443 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| 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 | Schedule M, Part I, Line 9 | FormAndLineReferenceDesc |
| Explanation | Column B responses represent the number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise 732 members of the Boston Symphony Association of Volunteers (BSAV), who provide a variety of services both at Symphony Hall and Tanglewood, 38 voting trustees, 212 non-voting members of the governing board. |
| 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, Risk and Compliance Committee of the Board of Trustees. The Audit, Risk and Compliance 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 place in a password-protected website for all members of the Board of Trustees to review in advance of their next board meeting. All members of the Board of Trustees receive an email notifying them that the Form 990 is available for review on the site. The final 990 is signed by the Chief Financial Officer or CEO and President and paid preparer. |
| Form 990, Part VI, Section B, Line 12c | The Boston Symphony Orchestra has a Conflict of Interest Policy. The policy requires that Trustees, Officers, and members of a committee with board-delegated powers disclose the existence of any potential or actual conflicts of interest to the Board or to the Executive Committee. The Board or Executive Committee then discusses and votes 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 or 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 the 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, or members of a committee with board delegated powers 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 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 Executive Committee as described above. |
| 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 the bases for the Committee's decisions and (b) consideration of (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 experiences, (iii) dedication, commitment and work schedule, (iv) leadership, management and professional skills, (v) overall performance and standing, (vi) BSO's salary scale of employees generally, and (vii) the BSO's annual budget. The Compensation Committee's most recent review of officer and key employee compensation occurred in 2022. |
| 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. |
| Form 990, Part VII, Section A, Line 1b | Compensation reported is based on the calendar year 2021 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on the calendar year 2021 amounts. |
| Form 990, Part IX, Line 11g | Comprised of $14,632,881 of artistic and other concert related fees. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of $857,677 comprised of the change in value of split interest agreements of $282,117 and retirement plan-related credits, other than net periodic benefit costs of $575,560. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston 4 Celebrations Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043311403 | EIN |
| Primary Activities | Provide for public celebration on July 4th | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSectionTxt |
| Public Charity Status | II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston Symphony Orchestra Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,260,886 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,288,892 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 263 Realty Corporation | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 043252433 | Real Esatate | MA | Boston Symphony | C | $12,736 | $51,714 | 1 | Yes (1) |
| Trust | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | Trust | MA | Boston Symphony | T | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 263 HA Limited Partnership | ||
| k | $352,201 | Fair market value |
| 263 HA Limited Partnership | ||
| s | $1,723,216 | Actual partnership distribution |
Comments