BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-13
- IRS object ID
- 202241949349300529
- Schema version
- 2020v4.0
- 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 | 2022-07-13T12:13:32-07:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | 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 | Gail Samuel | PersonNm |
| Person Title | CEO & President | PersonTitleTxt |
| Phone | 6176389211 | PhoneNum |
| Signature | 2022-07-12 | 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 |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| 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 | Gail Samuel | 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 | $163,998,654 | 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 | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 741 | TotalEmployeeCnt |
| Total Volunteers | 976 | TotalVolunteersCnt |
| Total Gross UBI | $446,049 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $58,633 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,260,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,371,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,766,094 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,934,337 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,348,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,108,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,162,131 | PYOtherRevenueAmt |
| CY Other Revenue | $3,458,813 | CYOtherRevenueAmt |
| PY Total Revenue | $92,537,202 | PYTotalRevenueAmt |
| CY Total Revenue | $89,872,398 | 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 | $51,512,150 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,343,765 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,404,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,321,535 | PYOtherExpensesAmt |
| CY Other Expenses | $28,668,858 | CYOtherExpensesAmt |
| PY Total Expenses | $82,833,685 | PYTotalExpensesAmt |
| CY Total Expenses | $64,012,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,703,517 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,859,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $625,657,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $745,262,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $90,624,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,441,882 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $535,033,042 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $661,820,337 | 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 | $39,084,377 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,626,919 | RevenueAmt |
| Desc | Orchestra Music Programs: From September 2020 - June 2021, the BSO's two beloved orchestral ensembles-the Boston Symphony and Boston Pops Orchestras-created 22 new programs that were available through BSO NOW-the organization's new video streaming portal. The symphony's 15 programs examined American Promise; New Beginnings; the Spirit of Beethoven; A Fragile Peace: Between the Wars; and Pathways of Romanticism. Each hourlong program featured works for up to 65 musicians, chamber pieces as well as works by women or composers of color. Each program also featured multi-disciplinary short videos that illuminated both the music and the historic context. These short films were extremely popular with many audience members asking the BSO to continue producing such enrichment programs even after in-person concerts returned. The Boston Pops created new programs to celebrate the holidays and Valentine's Day. Spring Pops paid tribute to mothers and to John Williams. The Roots of Jazz: American Voices honored Scott Joplin, W.C. Handy, and the great Stride pianist James P. Johnson-innovators who shaped the development of jazz. An Evening with Chris Thile and the Stars of Tomorrow showcased four highly talented high school musicians. BSO NOW brought the BSO's online presence to a whole new level; the programs viewed by 62,550 households. On July 4, 2021, Keith Lockhart led the Boston Pops in the organization's first live performance-the July 4 Spectacular concert from Tanglewood. This free performance for 7,696 people welcomed veterans, health care workers, and first responders. Special appearances by Oscar-award winner Jon Batiste, legendary singer Mavis Staples, and the U.S. Air Force's Singing Sergeants paid tribute to America, acknowledged the losses from the pandemic, and celebrated the spirit that emerges out of dark times. On July 10, the BSO returned to the Koussevitzky stage with Andris Nelsons conducting an all-Beethoven program. CRB-Classical described the BSO's opening night as "euphoric." This abbreviated Tanglewood season at 50% capacity celebrated musicians and audiences sharing once again in the immediacy of music-making. The Tanglewood season offered 14 symphony concerts, two Boston Pops shows including the ever-popular Film Night, 18 TMC chamber and orchestra performances, and a Family Concert. The BSO offered 12 live stream and on-demand Tanglewood concerts that received nearly 20,000 views. 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $348,888 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education and community programs are integral to the BSO's mission. Tanglewood Music Center (TMC) welcomed 65 talented young musicians to Tanglewood for an intensive summer of music training and performance. These young musicians all received free tuition, room, and board. These Fellows worked with TMC faculty, BSO musicians, and guest artists to refine their skills and prepare for a professional career. They gave 18 chamber and orchestra performances to large and enthusiastic audiences. The orchestra concerts were also available on BSO NOW and received 4,016 views. The Berkshire Edge described this summer's TMC Orchestra as "spot-on from beginning to end, with stamina to spare." The chamber concerts were free to attend and averaged 600 attendees and 8,433 people attended the six TMC Orchestra concerts. In summer 2021, the Tanglewood Learning Institute (TLI) offered four signature programs, which were a mix of in-person and digital offerings. In the Koussevitzky Music Shed, TLI programs were Full Tilt: a presentation by the Lincoln Center Jazz Orchestra with Wynton Marsalis; The Big Idea: Choreographer Bill T. Jones presented a live talk exploring Loneliness: Alone as a State of Being, and three OpenStudio Masterclasses gave an inside look at how musicians learn from such master artists as Andris Nelsons, Yo-Yo Ma, and Leonidas Kavakos. Six ShopTalks were presented for live and on-demand screening. Six conversations with notable artists were presented. TLI produced four 10-minute videos that explored Tanglewood's architecture, the history of the Tanglewood Festival Chorus, notable photographers at Tanglewood, and solo singers who made their mark at the summer festival. Tanglewood in the City in Pittsfield and three Community Chamber Concerts held at each of the Berkshire County's three hospitals brought music directly to 4,150 Berkshire residents. During the ten months when live concerts weren't possible, the BSO's Education and Community Engagement programs supported music education in multiple ways. The BSO's first online Youth Concert was enjoyed by 121 classrooms in ten states from Maine to North Carolina. The 5,177 views included individual classrooms, entire grades, whole schools, and even some school districts. 384 Boston Public School and 54 Berkshire County classrooms enjoyed free access to this concert. Learning was enhanced by lesson plans and 14 Instrument Demonstration videos that received nearly 720,000 social media impressions. BSO musicians gave 15 special classes to music students across Massachusetts high schools via Zoom. The teacher might ask the musician to work on a particular piece, to discuss best practices for preparing for a performance, or to answer student questions about being a professional musician. These one-time classes were offering in partnership with the Massachusetts Instrumental, Choral, and Conductors Association. The BSO's Family Concert, Music Triumphant: Light in the Midst of Darkness was an archival compilation curated and narrated by Thomas Wilkins. Works included Holst's Jupiter from the Planets and the 2nd movement of Beethoven's Symphony No. 7, which he used to illustrate Beethoven's choice of hope over despair. The concert was available for two months and was viewed 6,384 times. The BSO created two playlists especially designed for people with autism spectrum disorder. In partnership with Boston Duck Boat and Oldtown Trolley Tours, in the fall and the spring eight small ensembles of musicians traveled across Boston and Cambridge giving short outdoor recitals. These took place outside the VA Hospital, Boston Public Library, New England Center and Home for Veterans, Cambridge Economic Opportunity Committee, Cambridge Hospital, and at parks around Boston. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,513,969 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $754,242 | 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 ensembles and presenters, including the Handel and Haydn Society, the Celebrity Series of Boston, and the Boston Youth Symphony Orchestra. Its capacity is 2,625 seats. 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 additional seating for more than 10,000 on the surrounding lawn. In summer of 2021, all BSO performances were held in this venue. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that usually provides a venue for chamber music performances and serves as the headquarters of 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. Ozawa Hall and the Linde Center for Music and Learning were closed to the public this year so that the Tanglewood Music Center had exclusive use. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $371,893 | $0 | $181,526 | Electronic Media:This year the BSO's digital presence expanded dramatically. BSO NOW digital offerings were available online or viewers could have an enhanced viewing experience by watching on Apple TV, ROKU, Amazon Fire, and some Samsung Smart TVs. 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-an archival program when in person concerts weren't possible and live from Tanglewood during the summer. 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. |
| $5,339 | $42,965 | Merchandise Sales: The BSO operated its Tanglewood and Symphony Hall retails operations online until July 2021. To protect health, the Tanglewood shop was open as an outdoor pop-up shop. Patrons could also order online and pick up their items at the pop-up shop |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $377,232 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $224,491 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $47,324,466 | 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 | 0 | 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 | 242 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 741 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 | 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 (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe until 06-2021 | |||||||||
| CEO and President | 50 | 1 | Yes (X) | $842,330 | $0 | $47,373 | |||
| Evelyn Barnes | |||||||||
| Chief Financial Officer | 50 | 1 | Yes (X) | $276,603 | $0 | $24,569 | |||
| Bart Reidy | |||||||||
| Clerk of the Board | 40 | 0 | Yes (X) | $244,288 | $0 | $48,377 | |||
| Alexandra Fuchs | |||||||||
| Chief Operating Officer | 40 | 0 | $234,377 | $0 | $48,654 | Yes (X) | |||
| John A Ferrillo Jr | |||||||||
| Principal Oboe | 40 | 0 | $237,365 | $0 | $34,331 | Yes (X) | |||
| Lynn Larsen | |||||||||
| Orchestra Mgr and Dir of Orchestra Personnel | 40 | 0 | $228,768 | $0 | $31,985 | Yes (X) | |||
| Malcolm Lowe | |||||||||
| Concertmaster | 40 | 0 | $260,037 | $0 | $0 | Yes (X) | |||
| Anthony Fogg | |||||||||
| Artistic Administrator | 40 | 0 | $234,606 | $0 | $20,593 | Yes (X) | |||
| Elizabeth Rowe | |||||||||
| Principal Flute | 40 | 0 | $212,661 | $0 | $18,001 | Yes (X) | |||
| William F Achtmeyer until 02-2021 | |||||||||
| Trustee | 2.00 | 0 | $0 | $0 | $0 | 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) | |||
| Cynthia Curme - until 03-2021 | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| William Curry MD | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Alan J Dworsky - until 01-2021 | |||||||||
| 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 | |||||||||
| Trustee, Chair beginning 3/1/21 | 2 | 0 | Yes (X) | $0 | $0 | $0 | 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 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carmine A Martignetti | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Robert J Mayer MD until 03-2021 | |||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Susan W Paine | |||||||||
| Trustee, Chair until 2/28/21 | 2 | 0 | Yes (X) | $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) | |||
| Arthur I Segel until 03-2021 | |||||||||
| 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) | |||
| Gail Samuel beginning 06-2021 | |||||||||
| President and CEO | 50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,771,035 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $273,883 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 128 | 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 | $931,260 | |||||
| Crosscountry Consulting LLC | |||||||||||
| 1600 Tysons Blvd | Suite 1100 | Mclean | VA | 22102 | IT consulting | $803,936 | |||||
| Remote Facilities Inc | |||||||||||
| 9 Foster Street | Wakefield | MA | 01880 | Video engineering | $585,064 | ||||||
| Consigli Construction Co Inc | |||||||||||
| 72 Sumner Street | Milford | MA | 01757 | Construction services | $568,558 | ||||||
| Andris Nelsons | |||||||||||
| Services of A. Nelsons | $517,979 | Konzertdirektion Schmid | 40 St Martins Lane | London | UK | WC2N 4E | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $895,421 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $38,475,800 | AllOtherContributionsAmt |
| Noncash Contributions | $8,597,056 | NoncashContributionsAmt |
| Total Contributions | $39,371,221 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & Tours | 900099 | $6,626,919 | $6,626,919 | $0 | $0 |
| Program Advertising | 900099 | $120,962 | $0 | $120,962 | $0 |
| Parking | 900099 | $4,930 | $0 | $0 | $4,930 |
| Electronic Media | 900099 | $181,526 | $181,526 | $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 | $6,934,337 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,692,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$51,027 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,743,303 | 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 | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,911,389 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,680,286 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,231,103 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,231,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $754,242 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,476,861 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,799,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,383,249 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,415,751 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,415,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $306,443 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,109,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $895,421 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $175,357 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $62,721 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $69,671 | 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 | $441,433 | $0 | $0 | $441,433 |
| Other Income | 900099 | $673,641 | $0 | $0 | $673,641 |
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 | $1,115,074 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,872,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,605,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $446,049 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,449,476 | 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 | $1,483,540 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,190,875 | ManagementAndGeneralAmt |
| Fundraising | $292,665 | 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 | $26,230,574 | TotalAmt |
| Program Services | $21,133,036 | ProgramServicesAmt |
| Management And General | $2,747,375 | ManagementAndGeneralAmt |
| Fundraising | $2,350,163 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,031 | TotalAmt |
| Program Services | $1,210,723 | ProgramServicesAmt |
| Management And General | -$329,839 | ManagementAndGeneralAmt |
| Fundraising | $140,147 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,371,793 | TotalAmt |
| Program Services | $3,429,880 | ProgramServicesAmt |
| Management And General | $505,364 | ManagementAndGeneralAmt |
| Fundraising | $436,549 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,827 | TotalAmt |
| Program Services | $1,531,840 | ProgramServicesAmt |
| Management And General | $502,177 | ManagementAndGeneralAmt |
| Fundraising | $202,810 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,482 | TotalAmt |
| Program Services | $2,176 | ProgramServicesAmt |
| Management And General | $77,306 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,700 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $140,700 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,324 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $14,324 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,185 | TotalAmt |
| Program Services | $1,804,185 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,261,264 | TotalAmt |
| Program Services | $5,667,467 | ProgramServicesAmt |
| Management And General | $1,479,412 | ManagementAndGeneralAmt |
| Fundraising | $114,385 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,425 | TotalAmt |
| Program Services | $1,420,765 | ProgramServicesAmt |
| Management And General | $12,169 | ManagementAndGeneralAmt |
| Fundraising | $183,491 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,486 | TotalAmt |
| Program Services | $414,989 | ProgramServicesAmt |
| Management And General | $484,741 | ManagementAndGeneralAmt |
| Fundraising | $41,756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,225 | TotalAmt |
| Program Services | $121,012 | ProgramServicesAmt |
| Management And General | $1,664,917 | ManagementAndGeneralAmt |
| Fundraising | $43,296 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,222 | TotalAmt |
| Program Services | $68,222 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,758,557 | TotalAmt |
| Program Services | $2,433,485 | ProgramServicesAmt |
| Management And General | $2,300,741 | ManagementAndGeneralAmt |
| Fundraising | $24,331 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,128 | TotalAmt |
| Program Services | $1,235,988 | ProgramServicesAmt |
| Management And General | $57,752 | ManagementAndGeneralAmt |
| Fundraising | $61,388 | 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 | $61,057 | TotalAmt |
| Program Services | $6,465 | ProgramServicesAmt |
| Management And General | $53,102 | ManagementAndGeneralAmt |
| Fundraising | $1,490 | 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 | $5,676,742 | TotalAmt |
| Program Services | $4,655,788 | ProgramServicesAmt |
| Management And General | $623,972 | ManagementAndGeneralAmt |
| Fundraising | $396,982 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,367 | TotalAmt |
| Program Services | $298,941 | ProgramServicesAmt |
| Management And General | $274,030 | ManagementAndGeneralAmt |
| Fundraising | $4,396 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expenses | $1,044,172 | $1,038,622 | $5,550 | $0 |
| Credit card fees | $383,688 | $288,528 | $1,502 | $93,658 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,584 | TotalAmt |
| Program Services | $562,354 | ProgramServicesAmt |
| Management And General | $254,410 | ManagementAndGeneralAmt |
| Fundraising | $2,820 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,012,623 | TotalAmt |
| Program Services | $47,324,466 | ProgramServicesAmt |
| Management And General | $12,283,506 | ManagementAndGeneralAmt |
| Fundraising | $4,404,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,092,792 | BOYAmt |
| EOY | $58,555,223 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,608 | BOYAmt |
| EOY | $1,221,199 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,981,287 | BOYAmt |
| EOY | $10,980,853 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,849,861 | BOYAmt |
| EOY | $7,942,213 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,688 | BOYAmt |
| EOY | $530,915 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,183 | BOYAmt |
| EOY | $3,409,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,685,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,180,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,159,957 | BOYAmt |
| EOY | $74,504,795 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,841,957 | BOYAmt |
| EOY | $85,840,367 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,413,173 | BOYAmt |
| EOY | $454,280,271 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,931,753 | BOYAmt |
| EOY | $47,996,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,657,259 | BOYAmt |
| EOY | $745,262,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,554,288 | BOYAmt |
| EOY | $12,989,683 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,220,706 | BOYAmt |
| EOY | $17,196,987 | 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 | $61,849,223 | BOYAmt |
| EOY | $43,255,212 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,624,217 | BOYAmt |
| EOY | $83,441,882 | 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 | $80,888,512 | BOYAmt |
| EOY | $117,504,423 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,144,530 | BOYAmt |
| EOY | $544,315,914 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,033,042 | BOYAmt |
| EOY | $661,820,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,657,259 | BOYAmt |
| EOY | $745,262,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,859,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,816,605 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $24,110,915 | 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 | $33,247,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,918,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,423,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,260,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,371,221 | CurrentTaxYearAmt |
| Total | $201,221,207 | 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| 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 |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,247,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,918,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,423,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,260,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,371,221 | CurrentTaxYearAmt |
| Total | $201,221,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,503,204 | SubstantialContributorsTotAmt |
| Public Support Total170 | $182,718,003 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,080,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,446,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,440,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,950,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,900,450 | CurrentTaxYearAmt |
| Total | $29,818,747 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $573,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,406 | CurrentTaxYearAmt |
| Total | $951,791 | 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 |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $231,991,745 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $158,219,079 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78761 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76630 | 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 | $14,324 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $14,324 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,379,000 | BeginningYearBalanceAmt |
| Contributions | $9,932,000 | ContributionsAmt |
| Investment Earnings Or Losses | $51,052,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,612,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $477,751,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53 | 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 | $17,991,832 | OtherCostOrOtherBasisAmt |
| Book Value | $17,991,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $120,767,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,578,219 | DepreciationAmt |
| Book Value | $43,189,481 | 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 | $44,082,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,602,481 | DepreciationAmt |
| Book Value | $11,480,416 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,843,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,843,066 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,504,795 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable Alternatives | $349,342,710 | F |
| Illiquid Equities | $71,751,433 | F |
| Real Estate | $12,476,142 | F |
| Real Assets | $12,366,689 | F |
| Investment in 263 Realty Corp & HA LP | $8,343,297 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $454,280,271 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Held by Others | $36,182,710 |
| Assets of Split Interest Agreeements | $11,813,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $47,996,657 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Liability for Pension and Post Retirement | Desc |
| Amt | $43,255,212 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,255,212 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $172,209,892 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $76,816,605 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $156,256 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $7,106,097 | OtherRevenueAmt |
| Revenue Not Reported | $84,078,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $88,130,934 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,804,185 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$62,721 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,741,464 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,872,398 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,427,415 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $156,256 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $62,721 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,977 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,208,438 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,804,185 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,804,185 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,012,623 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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 the general or donor-restricted purposes and is recorded as unrestricted net assets or temporarily restricted net assets, as appropriate. |
| Schedule D, Part VI, Line 1e | Other includes land improvements and related depreciation and construction in progress. |
| 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 al 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. Its federal and state income tax returns are generally open for the past three years following the date filed by the appropriate tax authorities. |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements $912,939 and employee retention tax credits $6,193,158. |
| Schedule D, Part XI, Line 4b | Cost of good sold |
| Schedule D, Part XII, Line 2d | Cost of good sold |
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 | $172,277,552 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $25,617,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $197,895,040 | 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
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Company Celebration | Event1Nm |
| Gross Receipts Event1 | $895,421 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $895,421 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $0 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $895,421 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $895,421 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $0 | 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 | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $0 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $0 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | 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 (9 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 until 06-2021 | ||||||||||||||
| CEO and President | $506,372 | $0 | $0 | $0 | $335,958 | $0 | $8,730 | $0 | $38,643 | $0 | $889,703 | $0 | $0 | $0 |
| Evelyn Barnes | ||||||||||||||
| Chief Financial Officer | $276,603 | $0 | $0 | $0 | $0 | $0 | $8,550 | $0 | $16,019 | $0 | $301,172 | $0 | $0 | $0 |
| Bart Reidy | ||||||||||||||
| Clerk of the Board | $243,921 | $0 | $0 | $0 | $366 | $0 | $7,350 | $0 | $41,027 | $0 | $292,664 | $0 | $0 | $0 |
| Alexandra Fuchs | ||||||||||||||
| Chief Operating Officer | $233,844 | $0 | $0 | $0 | $533 | $0 | $7,355 | $0 | $41,300 | $0 | $283,032 | $0 | $0 | $0 |
| Anthony Fogg | ||||||||||||||
| Artistic Administrator | $233,149 | $0 | $0 | $0 | $1,457 | $0 | $7,075 | $0 | $13,518 | $0 | $255,199 | $0 | $0 | $0 |
| Lynn Larsen | ||||||||||||||
| Orchestra Mgr and Dir of Orchestra Personnel | $227,152 | $0 | $0 | $0 | $1,616 | $0 | $6,948 | $0 | $25,037 | $0 | $260,753 | $0 | $0 | $0 |
| John A Ferrillo Jr | ||||||||||||||
| Principal Oboe | $226,424 | $0 | $0 | $0 | $10,941 | $0 | $5,481 | $0 | $28,850 | $0 | $271,696 | $0 | $0 | $0 |
| Malcolm Lowe | ||||||||||||||
| Concertmaster | $0 | $0 | $0 | $0 | $260,037 | $0 | $0 | $0 | $0 | $0 | $260,037 | $0 | $0 | $0 |
| Elizabeth Rowe | ||||||||||||||
| Principal Flute | $207,932 | $0 | $0 | $0 | $4,730 | $0 | $4,843 | $0 | $13,158 | $0 | $230,663 | $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 rare 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 for the CEO and Presidents 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 $259,127 in severance in calendar year 2020. The compensation reported for Mark Volpe, CEO and President, for calendar year 2020 includes Base Compensation of $506,372. Other Reportable Compensation includes: 1) contributions of $19,500 made by Mr. Volpe into a 457(b) plan and 2) a payment of $316,458 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 service 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 is accrued and paid each year that he is employed. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 102 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,513,105 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Advertising | 3 | $21,742 | Fair market value |
| Yes (X) | Transportation | 2 | $62,209 | Fair market value |
| 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 | FormAndLineReferenceDesc |
| Explanation | Column B responses represent the number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise the 722 members of the Boston Symphony Association of Volunteers (BSAV), who provide a variety of services both at Symphony Hall and Tanglewood; 42 voting trustees and 212 non-voting members of the governing board. |
| Form 990, Part VI, Section A, Line 2 | Trustee Stephen Kay serves on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employs another trustee, Dr. Robert J. Mayer, MD. |
| 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 promulgates 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 2021. |
| 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 2020 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on calendar year 2020 results. |
| Form 990, Part IX, Line 11g | Comprised of $7,147,438 of artistic and other concert related fees. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of $24,110,915 comprised of the change in value of split interest agreements of $912,939, retirement plan-related credits, other than net periodic benefits costs of $17,004,817 and employee retention credits of $6,193,159. |
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 | III-FI | 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 | $1,556,666 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,787,006 | 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 | $15,724 | $57,706 | 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 | Yes (1) | 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 | $1,686,835 | Actual partnership distribution |