SAINT LOUIS SYMPHONY ORCHESTRA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LOUIS SYMPHONY ORCHESTRA (EIN 43-0666769)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349300807
- Schema version
- 2020v4.2
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T05:40:18-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430666769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LOUIS SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 3145332500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 NORTH GRAND BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN ROSENZWEIG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3145332500 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | ROSENZWEIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINDY G KRUEGER | PreparerPersonNm |
| PTIN | P01290370 | PTIN |
| Phone | 3142903300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIE-HELENE BERNARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 NORTH GRAND BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,041,956 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SLSO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1893 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS TO ENRICH LIVES THROUGH THE POWER OF MUSIC. THE SLSO PROVIDES ORCHESTRA CONCERTS, COMMUNITY PROGRAMS, AND EDUCATIONAL RESOURCES FOR THE ST. LOUIS COMMUNITY AND BEYOND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 409 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,997,684 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,216,697 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,464,369 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $990,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $198,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $678,006 | PYOtherRevenueAmt |
| CY Other Revenue | $89,936 | CYOtherRevenueAmt |
| PY Total Revenue | $42,338,715 | PYTotalRevenueAmt |
| CY Total Revenue | $61,304,520 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $264,970 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,360,879 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,496,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,755,129 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $135,933 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $178,447 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,658,928 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,066,760 | PYOtherExpensesAmt |
| CY Other Expenses | $3,713,805 | CYOtherExpensesAmt |
| PY Total Expenses | $27,963,792 | PYTotalExpensesAmt |
| CY Total Expenses | $32,008,260 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,374,923 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,296,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,911,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,659,859 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,591,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,010,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,320,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,649,751 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS TO ENRICH LIVES THROUGH THE POWER OF MUSIC. THE SLSO PROVIDES ORCHESTRA CONCERTS, COMMUNITY PROGRAMS, AND EDUCATIONAL RESOURCES FOR THE ST. LOUIS COMMUNITY AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,136,241 | ExpenseAmt |
| Grant | $11,360,879 | GrantAmt |
| Revenue | $990,826 | RevenueAmt |
| Desc | SEE SCHEDULE O.MUSIC PROGRAMS: THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS CELEBRATED AS A LEADING AMERICAN ORCHESTRA, KNOWN FOR ITS WARM AND ENGAGING SOUND, PROLIFIC AND ACCLAIMED RECORDING HISTORY, NATIONAL AND INTERNATIONAL TOURING ACTIVITIES, AND DISTINCTIVE COMMITMENT TO EDUCATIONAL AND COMMUNITY OUTREACH EFFORTS. THE SLSO REACHES CLOSE TO 200,000 PEOPLE EACH YEAR THROUGH LIVE CONCERTS, COMMUNITY EVENTS, AND EDUCATION PROGRAMS, PLUS 430,000 THROUGH PUBLIC MEDIA PARTNERSHIPS AND MILLIONS MORE ONLINE. THE SLSO MUSICAL FAMILY ALSO INCLUDES TWO RESIDENT CHORUSES: THE ST. LOUIS SYMPHONY CHORUS PERFORMS CHORAL-ORCHESTRAL MUSIC AND THE ST. LOUIS SYMPHONY IN UNISON CHORUS FOCUSES ON MUSIC OF AFRICAN AMERICAN AND AFRICAN TRADITIONS. COMPOSERS OF TODAY AND TOMORROW ARE A VALUED PART OF THE SLSO'S ARTISTIC MISSION, WITH THE ORCHESTRA INTRODUCING DOZENS OF NEW WORKS INTO THE REPERTOIRE THROUGH COMMISSIONS AND CO-COMMISSIONS. THE SLSO IS COMMITTED TO ITS HOMETOWN, PERFORMING DOZENS OF CONCERTS THROUGHOUT THE ST. LOUIS REGION EACH SEASON AND FORMING MEANINGFUL PARTNERSHIPS WITH OTHER AREA ARTS AND NONPROFIT INSTITUTIONS. FOR MORE THAN 100 YEARS, THE SLSO HAS SUPPORTED STUDENTS, TEACHERS, AND PARENTS IN ST. LOUIS AND BEYOND THROUGH MUSIC EDUCATION PROGRAMMING. THE ST. LOUIS SYMPHONY YOUTH ORCHESTRA HAS BEEN THE REGION'S PREMIERE TRAINING ORCHESTRA FOR HIGH SCHOOL AND COLLEGE STUDENTS FOR MORE THAN 50 YEARS. THE ORCHESTRA ALSO PROVIDES PERFORMANCES AND RESOURCES FOR MORE THAN 500 SCHOOLS EACH YEAR, WITH 50,000 STUDENTS AND TEACHERS PARTICIPATING IN MUSIC EDUCATION PROGRAMS WITH THE SLSO. | Desc |
| Total Program Service Expenses | $27,136,241 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 143 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 409 | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN ROSENZWEIG CFO | PersonNm |
| Phone | 3145332500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 NORTH GRAND BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|---|
| MARIE-HELENE BERNARD | ||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $380,181 | $0 | $43,388 | ||
| DAVID HALEN | ||||||||
| CONCERTMASTER | 40.00 | $207,859 | $0 | $44,623 | Yes (X) | |||
| STEVEN ROSENZWEIG | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $192,627 | $0 | $39,828 | |||
| ERIC FINLEY | ||||||||
| VP & GENERAL MANAGER | 40.00 | $172,373 | $0 | $20,761 | Yes (X) | |||
| ROGER KAZA | ||||||||
| MUSICIAN | 40.00 | $142,635 | $0 | $41,151 | Yes (X) | |||
| SCOTT D ANDREWS | ||||||||
| MUSICIAN | 40.00 | $140,916 | $0 | $41,083 | Yes (X) | |||
| MARK SPARKS | ||||||||
| MUSICIAN | 40.00 | $138,537 | $0 | $41,213 | Yes (X) | |||
| JENNIFER NITCHMAN | ||||||||
| TRUSTEE / MUSICIAN | 40.00 | Yes (X) | $91,568 | $0 | $31,148 | |||
| CALLY BANHAM | ||||||||
| TRUSTEE / MUSICIAN | 40.00 | Yes (X) | $90,644 | $0 | $23,030 | |||
| STEVE FINERTY | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY GALVIN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NOEMI NEIDORFF | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN T OSBORN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID L STEWARD | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILY RAUH PULITZER | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DONALD M SUGGS | ||||||||
| ASSISTANT SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN TVRDIK | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE P KATZENSTEIN | ||||||||
| GENERAL COUNSEL | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NORMAN EAKER | ||||||||
| CHAIR/TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BHAVANI AMIRTHALINGAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR STEVEN BALDWIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA BAXTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY H BERACHA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| SPENCER BURKE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DOYLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN EICKHOFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN GRAHAM FARRELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES G FORSYTH III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN F HENGES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY HYLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE M IVEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GAYLE JACKSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NICHOLAS KOUCHOUKOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NED O LEMKEMEIER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KENNETH M LUDMERER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MACKIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MANNEN BERGES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| ANDREW O'BRIEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JOHN A PIEPER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M SAVIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER G SHIFRIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REX A SINQUEFIELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY SISSAC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THELMA E STEWARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS TRAUB | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER VAN CLEVE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M VEIDT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE WARNE RIGGS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| PHOEBE DENT WEIL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN WESSEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,557,340 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| STEPHANE DENEVE | |||||||||
| C/O IMG ARTISTS EUROPE 91 WATERLOO | LONDON | UK | SE1 8RT | MUSIC DIRECTOR / CONDUCTOR | $506,623 | ||||
| THOMPSON COBURN LLP | |||||||||
| LEGAL | $225,375 | PO BOX 18379M | ST LOUIS | MO | 63195 | ||||
| BENNETT DIRECT INC | |||||||||
| FUNDRAISER | $156,156 | PO BOX 0015 | MILWAUKEE | WI | 532010015 | ||||
| GARDAWORLD SECURITY SYSTEM | |||||||||
| SECURITY SERVICES | $150,863 | PO BOX 843886 | KANSAS CITY | MO | 641843886 | ||||
| JOHNSON CONTROLS | |||||||||
| BUILDING MAINTENANCE | $143,389 | PO BOX 730068 | DALLAS | TX | 753730068 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,404,000 | RelatedOrganizationsAmt |
| Government Grants | $8,314,037 | GovernmentGrantsAmt |
| All Other Contributions | $41,498,660 | AllOtherContributionsAmt |
| Noncash Contributions | $514,067 | NoncashContributionsAmt |
| Total Contributions | $60,216,697 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT REVENUE | 711130 | $896,928 | $896,928 |
| TUITION | 900099 | $49,294 | $49,294 |
| PERFORMANCE HALL RENTAL | 900099 | $44,604 | $44,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $990,826 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,497 | TotalRevenueColumnAmt |
| Exclusion | $4,497 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230 | TotalRevenueColumnAmt |
| Exclusion | $230 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,740,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,737,436 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,564 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,564 | TotalRevenueColumnAmt |
| Exclusion | $2,564 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| HANDLING FEES | 900099 | $23,316 | $23,316 |
| FACILITY FEES | 900099 | $14,371 | $14,371 |
| FOOD & BEVERAGE SALES | 900099 | $357 | $357 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,662 | TotalRevenueColumnAmt |
| Exclusion | $51,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $89,706 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,304,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $990,826 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,997 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,360,879 | TotalAmt |
| Program Services | $11,360,879 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,199 | TotalAmt |
| Program Services | $242,708 | ProgramServicesAmt |
| Management And General | $757,491 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,757,598 | TotalAmt |
| Program Services | $9,594,355 | ProgramServicesAmt |
| Management And General | $1,184,383 | ManagementAndGeneralAmt |
| Fundraising | $978,860 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,104 | TotalAmt |
| Program Services | $862,864 | ProgramServicesAmt |
| Management And General | $79,589 | ManagementAndGeneralAmt |
| Fundraising | $58,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,021 | TotalAmt |
| Program Services | $708,504 | ProgramServicesAmt |
| Management And General | $31,193 | ManagementAndGeneralAmt |
| Fundraising | $50,324 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,206,207 | TotalAmt |
| Program Services | $1,849,419 | ProgramServicesAmt |
| Management And General | $233,256 | ManagementAndGeneralAmt |
| Fundraising | $123,532 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,852 | TotalAmt |
| Program Services | $82,759 | ProgramServicesAmt |
| Management And General | $7,658 | ManagementAndGeneralAmt |
| Fundraising | $435 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,554 | TotalAmt |
| Management And General | $68,554 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Management And General | $45,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,447 | TotalAmt |
| Fundraising | $178,447 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,451 | TotalAmt |
| Management And General | $5,451 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,924 | TotalAmt |
| Program Services | $139,536 | ProgramServicesAmt |
| Management And General | $136,086 | ManagementAndGeneralAmt |
| Fundraising | $68,302 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,388 | TotalAmt |
| Program Services | $32,480 | ProgramServicesAmt |
| Management And General | $67,585 | ManagementAndGeneralAmt |
| Fundraising | $6,323 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,221 | TotalAmt |
| Program Services | $70,112 | ProgramServicesAmt |
| Management And General | $341,807 | ManagementAndGeneralAmt |
| Fundraising | $148,302 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,643 | TotalAmt |
| Program Services | $783,974 | ProgramServicesAmt |
| Management And General | $179,571 | ManagementAndGeneralAmt |
| Fundraising | $24,098 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,851 | TotalAmt |
| Program Services | $61,271 | ProgramServicesAmt |
| Management And General | $13,721 | ManagementAndGeneralAmt |
| Fundraising | $13,859 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,436 | TotalAmt |
| Program Services | $371,518 | ProgramServicesAmt |
| Management And General | $41,744 | ManagementAndGeneralAmt |
| Fundraising | $4,174 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,175 | TotalAmt |
| Program Services | $245,842 | ProgramServicesAmt |
| Management And General | $18,485 | ManagementAndGeneralAmt |
| Fundraising | $1,848 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ARTIST FEES | $603,338 | $603,338 | ||
| OTHER CONCERT COSTS | $129,972 | $126,682 | $1,517 | $1,773 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,008,260 | TotalAmt |
| Program Services | $27,136,241 | ProgramServicesAmt |
| Management And General | $3,213,091 | ManagementAndGeneralAmt |
| Fundraising | $1,658,928 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,341,441 | BOYAmt |
| EOY | $18,807,406 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,788,813 | BOYAmt |
| EOY | $36,879,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,139 | BOYAmt |
| EOY | $1,082,089 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,276 | BOYAmt |
| EOY | $80,440 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,664,432 | BOYAmt |
| EOY | $1,636,975 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,824 | BOYAmt |
| EOY | $7,824 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,890 | BOYAmt |
| EOY | $592,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,691,287 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,037,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,946,463 | BOYAmt |
| EOY | $9,654,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,261,757 | BOYAmt |
| EOY | $6,076,492 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,564,680 | BOYAmt |
| EOY | $2,841,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,911,715 | BOYAmt |
| EOY | $77,659,859 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,699 | BOYAmt |
| EOY | $1,523,378 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,772 | BOYAmt |
| EOY | $3,326,854 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,487,876 | BOYAmt |
| EOY | $3,159,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,591,347 | BOYAmt |
| EOY | $8,010,108 | 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 | $1,049,257 | BOYAmt |
| EOY | $18,396,161 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,271,111 | BOYAmt |
| EOY | $51,253,590 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,320,368 | BOYAmt |
| EOY | $69,649,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,911,715 | BOYAmt |
| EOY | $77,659,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,296,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $204,562 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,828,561 | 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 | 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 | $23,506,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,166,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,285,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,997,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,216,697 | CurrentTaxYearAmt |
| Total | $169,172,487 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,506,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,166,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,285,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,997,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,216,697 | CurrentTaxYearAmt |
| Total | $169,172,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $91,318,420 | SubstantialContributorsTotAmt |
| Public Support Total170 | $77,854,067 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $217,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,727 | CurrentTaxYearAmt |
| Total | $582,305 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $512,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $753,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $794,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,706 | CurrentTaxYearAmt |
| Total | $3,124,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $172,878,813 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,725,977 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53330 | 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 | 0 | 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 | $45,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $45,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRACTED WITH BANNER PUBLIC AFFAIRS TO PURSUE FEDERALLY EARMARKED FUNDS THROUGH THE REGIONAL CONGRESSIONAL DELEGATION, TO SUPPORT OUR EDUCATION AND PERFORMANCE PROGRAMS, ADVOCATING FOR THE PERFORMING ARTS ENTITIES AND FOR THE NEED FOR COVID RELIEF FUNDING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,746 | BeginningYearBalanceAmt |
| End Year Balance | $524,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,746 | BeginningYearBalanceAmt |
| End Year Balance | $524,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $524,746 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,654,680 | BeginningYearBalanceAmt |
| Contributions | -$2,000,000 | ContributionsAmt |
| Other Expenditures | $130,000 | OtherExpendituresAmt |
| End Year Balance | $524,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,795,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $401 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $141,000 | OtherExpendituresAmt |
| End Year Balance | $2,654,680 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,088,486 | OtherCostOrOtherBasisAmt |
| Book Value | $3,088,486 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,038,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,787,684 | DepreciationAmt |
| Book Value | $2,250,436 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,890,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,385,062 | DepreciationAmt |
| Book Value | $504,998 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,674,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,864,284 | DepreciationAmt |
| Book Value | $3,810,337 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,654,257 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITY LIABILITY | $90,818 |
| PENSION LIABILITY | $1,069,058 |
| PAYCHECK PROTECTION PROGRAM LOAN | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,159,876 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $50,141,059 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $202,869 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$11,360,879 | OtherRevenueAmt |
| Revenue Not Reported | -$11,158,010 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,299,069 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,451 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,451 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $61,304,520 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,641,930 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,641,930 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,451 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,360,879 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,366,330 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,008,260 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT OPERATIONS OF THE SAINT LOUIS SYMPHONY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO SYMPHONY ENDOWMENT TRUST -11,360,879. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO SYMPHONY ENDOWMENT TRUST 11,360,879. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0015 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE SOLICITATION OF CONTRIBUTIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $450,579 | GrossReceiptsAmt |
| Retained By Contractor | $177,766 | RetainedByContractorAmt |
| Net To Organization | $272,813 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $450,579 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $177,766 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $272,813 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LOUIS SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 718 N GRAND BLVD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 436863846 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $11,360,879 | CashGrantAmt |
| Purpose Of Grant | INVESTMENT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SAINT LOUIS SYMPHONY ENDOWMENT TRUST WAS ESTABLISHED TO MANAGE AND ADMINISTER THE ENDOWMENT ASSETS OF THE SAINT LOUIS SYMPHONY ORCHESTRA AND TO PROVIDE IT WITH PERIODIC DISTRIBUTIONS TO SUPPORT ITS OPERATIONS IN THE UNITED STATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIE-HELENE BERNARD | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $313,681 | $0 | $63,000 | $0 | $3,500 | $0 | $18,823 | $0 | $24,565 | $0 | $423,569 | $0 | $0 | $0 |
| DAVID HALEN | ||||||||||||||
| CONCERTMASTER | $207,859 | $0 | $0 | $0 | $0 | $0 | $7,219 | $0 | $37,404 | $0 | $252,482 | $0 | $0 | $0 |
| STEVEN ROSENZWEIG | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $192,627 | $0 | $0 | $0 | $0 | $0 | $7,635 | $0 | $32,193 | $0 | $232,455 | $0 | $0 | $0 |
| ERIC FINLEY | ||||||||||||||
| VP & GENERAL MANAGER | $167,373 | $0 | $5,000 | $0 | $0 | $0 | $9,057 | $0 | $11,704 | $0 | $193,134 | $0 | $0 | $0 |
| ROGER KAZA | ||||||||||||||
| MUSICIAN | $133,331 | $0 | $0 | $0 | $9,304 | $0 | $7,219 | $0 | $33,932 | $0 | $183,786 | $0 | $0 | $0 |
| SCOTT D ANDREWS | ||||||||||||||
| MUSICIAN | $140,916 | $0 | $0 | $0 | $0 | $0 | $7,219 | $0 | $33,864 | $0 | $181,999 | $0 | $0 | $0 |
| MARK SPARKS | ||||||||||||||
| MUSICIAN | $138,537 | $0 | $0 | $0 | $0 | $0 | $7,219 | $0 | $33,994 | $0 | $179,750 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THREE BEDROOM APARTMENT IN ST. LOUIS FOR THE MUSIC DIRECTOR PER WRITTEN EMPLOYMENT CONTRACT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - LUNCHEON CLUB MEMBERSHIP USED ENTIRELY FOR BUSINESS PURPOSES BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. |
| PART I, LINE 3 | THE MULTI-YEAR COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (PRESIDENT/CHIEF EXECUTIVE OFFICER) WAS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES AND DISCUSSED WITH MEMBERS OF THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES IN DEVELOPING THE LEVEL OF COMPENSATION. DATA FROM COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS WAS CONSIDERED BY THE CHAIR. AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. |
| PART I, LINE 7 | AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DAVID HALEN | |||||||
| EMPLOYEE | INSTRUMENT | Yes (X) | $80,000 | $58,098 | 0 | Yes (1) | Yes (1) |
| DAVID HALEN | |||||||
| EMPLOYEE | INSTRUMENT | Yes (X) | $22,000 | $14,262 | 0 | Yes (1) | Yes (1) |
| CALLY BANHAM | |||||||
| EMPLOYEE / TRUSTEE | INSTRUMENT | Yes (X) | $17,800 | $3,917 | 0 | Yes (1) | Yes (1) |
| CALLY BANHAM | |||||||
| EMPLOYEE / TRUSTEE | INSTRUMENT | Yes (X) | $6,800 | $431 | 0 | Yes (1) | Yes (1) |
| JENNIFER NITCHMAAN | |||||||
| EMPLOYEE / TRUSTEE | INSTRUMENT | Yes (X) | $6,400 | $3,732 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $80,440 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $495,561 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSICAL INSTRUMENT | 1 | $18,000 | FMV |
| Yes (X) | COFFEE | 1 | $350 | FMV |
| Yes (X) | OFFICE SUPPLY | 2 | $156 | FMV |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ST. LOUIS SYMPHONY UTILIZES THE SERVICES OF INDEPENDENT BROKERAGE FIRMS TO SELL GIFTS OF STOCK, AS SOON AS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP: DAVID STEWARD AND THELMA STEWARD |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S BYLAWS DEFINES "MEMBER" AS ANY PERSON, ORGANIZATION, FOUNDATION, CORPORATION, LIMITED LIABILITY COMPANY, PARTNERSHIP OR ASSOCIATION THAT MAKES A FINANCIAL CONTRIBUTION TO THE ORGANIZATION OF AT LEAST $1,500 FOR THE FISCAL YEAR. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE AT ANY MEETING OF THE MEMBERS. THE BYLAWS REQUIRE AN ANNUAL MEETING OF THE MEMBERS AND ALLOW FOR SPECIAL MEETINGS OF THE MEMBERS AS NECESSARY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE ORGANIZATION'S REGULAR TRUSTEES AT THE ANNUAL MEETING REQUIRED WITHIN THE BYLAWS. UP TO TEN (10) POSITIONS ON THE BOARD OF TRUSTEES MAY BE FILLED AT ANY TIME DURING THE YEAR BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE BOARD OF TRUSTEES PRESENT AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF TRUSTEES. A TRUSTEE ELECTED PURSUANT TO A VACANCY SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERS OR UNTIL SUCH TRUSTEE'S EARLIER DEATH, RESIGNATION, DISQUALIFICATION OR REMOVAL FROM OFFICE, AND SUCH TRUSTEE MAY BE ELECTED FOR A FULL SUCCEEDING TERM AT THE NEXT ANNUAL MEETING OF THE MEMBERS. NO INDIVIDUAL MEMBER OR LESS THAN A COMPLETE GROUP OF MEMBERS HAS ANY SPECIFIC RIGHTS OF APPROVAL OR DECISION MAKING AUTHORITY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS ELECT THE ORGANIZATION'S REGULAR TRUSTEES AT THE ANNUAL MEETING REQUIRED WITHIN THE BYLAWS. UP TO TEN (10) POSITIONS ON THE BOARD OF TRUSTEES MAY BE FILLED AT ANY TIME DURING THE YEAR BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE BOARD OF TRUSTEES PRESENT AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF TRUSTEES. A TRUSTEE ELECTED PURSUANT TO A VACANCY SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERS OR UNTIL SUCH TRUSTEE'S EARLIER DEATH, RESIGNATION, DISQUALIFICATION OR REMOVAL FROM OFFICE, AND SUCH TRUSTEE MAY BE ELECTED FOR A FULL SUCCEEDING TERM AT THE NEXT ANNUAL MEETING OF THE MEMBERS. NO INDIVIDUAL MEMBER OR LESS THAN A COMPLETE GROUP OF MEMBERS HAS ANY SPECIFIC RIGHTS OF APPROVAL OR DECISION MAKING AUTHORITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED AND REVIEWED AS FOLLOWS: 1) THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. 2) THE FORM 990 IS REVIEWED BY THE SLSO'S CFO AND CONTROLLER. 3) THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT & FINANCE COMMITTEE OF THE SAINT LOUIS SYMPHONY ORCHESTRA'S BOARD OF TRUSTEES. 4) AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 IS EMAILED TO ALL MEMBERS OF THE SAINT LOUIS SYMPHONY ORCHESTRA'S BOARD OF TRUSTEES FOR THEIR REVIEW. ALL OF THESE ACTIVITIES NOTED ABOVE ARE COMPLETED PRIOR TO THE FILING OF THE ORGANIZATION'S FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED VIA AN ANNUAL DISTRIBUTION OF THE WRITTEN POLICY AND DISCLOSURE FORM TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE DISCLOSURE FORM IS RETURNED TO IDENTIFY AND MONITOR POTENTIAL CONFLICTS OF INTEREST FOR FURTHER HANDLING IN ACCORDANCE WITH THE WRITTEN POLICY. "A BOARD MEMBER OR SLSO OFFICER SHALL DISCLOSE A CONFLICT OF INTEREST: (A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS OR HER DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; (B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE SLSO; (C) AS SOON AS POSSIBLE AFTER THE BOARD MEMBER OR OFFICER SHALL LEARN OF A CONFLICT OF INTEREST IN ANY OTHER CONTEXT." |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MULTI-YEAR COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (PRESIDENT/CHIEF EXECUTIVE OFFICER) WAS DETERMINED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND DISCUSSED WITH MEMBERS OF THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. IN DEVELOPING THE LEVEL OF COMPENSATION, DATA FOR COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS WAS CONSIDERED BY THE CHAIRMAN. AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED PRIMARILY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS. COMPENSATION IS BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS, ANALYSIS OF DATA FOR COMPARABLE LOCAL AND NATIONAL INDUSTRY SPECIFIC POSITIONS, AND DISCUSSION WITH THE MEMBERS OF THE BOARD OF TRUSTEES AND OTHER CONSTITUENCIES. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILES MAINTAINED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA THE ORGANIZATION'S WEBSITE AT WWW.SLSO.ORG OR BY REQUEST TO THE INDIVIDUAL IDENTIFIED IN FORM 990, PART VI, LINE 20. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE INDIVIDUAL IDENTIFIED IN FORM 990, PART VI, LINE 20. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO MINIMUM PENSION LIABILITY 2,828,561. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LOUIS SYMPHONY ENDOWMENT TRUST | ||||||||||
| 718 N GRAND BLVD | SAINT LOUIS | MO | 63103 | 436863846 | MANAGE/ ADMINISTER ENDOWMENT INVESTMENT ASSETS OF THE SYMPHONY ORCHESTRA | MO | 501(C)(3) | LINE 11 | SLSO | Yes (1) |
| SAINT LOUIS SYMPHONY RECORDING COMPANY | ||||||||||
| 718 N GRAND BLVD | SAINT LOUIS | MO | 63103 | 431792634 | SYMPHONY RECORDINGS | MO | 501(C)(3) | LINE 7 | SLSO | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAINT LOUIS ENDOWMENT TRUST | ||
| C | $10,404,000 | FMV |
| SAINT LOUIS ENDOWMENT TRUST | ||
| B | $11,360,879 | FMV |
Comments