BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-14
- IRS object ID
- 202541959349301854
- Schema version
- 2023v6.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T10:46:00-07:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | 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 | Chad Smith | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 6176389211 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chad Smith | 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 | $172,004,860 | 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 | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 949 | TotalEmployeeCnt |
| Total Volunteers | 1043 | TotalVolunteersCnt |
| Total Gross UBI | $1,991,784 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $772,636 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,595,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,094,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,758,750 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,687,116 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,808,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,818,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,066,003 | PYOtherRevenueAmt |
| CY Other Revenue | $7,490,832 | CYOtherRevenueAmt |
| PY Total Revenue | $93,229,092 | PYTotalRevenueAmt |
| CY Total Revenue | $117,090,967 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,691,928 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,941,333 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $255,220 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $372,643 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,238,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,689,537 | PYOtherExpensesAmt |
| CY Other Expenses | $59,370,134 | CYOtherExpensesAmt |
| PY Total Expenses | $110,636,685 | PYTotalExpensesAmt |
| CY Total Expenses | $123,724,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,407,593 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,633,143 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $653,461,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,310,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $66,374,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,931,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $587,087,590 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $618,378,488 | 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 | $78,309,968 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $45,530,363 | RevenueAmt |
| Desc | Orchestral Music Programs: Internationally recognized as one of the finest orchestras, the BSO is one of the largest orchestral organizations in the world as measured by scope of its operations. Within the U.S., it is the fourth-largest performing arts institution. Between October 5, 2023, and May 4, 2024, the Boston Symphony Orchestra gave more than 80 concerts in Symphony Hall for 159,787 audience members that included BSO commissions, overlooked works from the past, and central works of the classical canon, speaking to the breadth of human experience. Soloists included Yo-Yo Ma, Aaron Diehl, Yefim Bronfman, Paul Lewis, Yuja Wang, and Hilary Hahn as well as diverse rising stars who included saxophonist Steven Banks, tenor Lawrence Brownlee, Sphinx award winning violinist Randall Goosby, Venezuelan conductor Domingo Hindoyan, and Korean pianists Seong-Jin Cho and 19-year-old Yunchan Lim, the youngest winner of the Van Cliburn International Piano prize. The BSO elevated important living composers including Carlos Simon, Roberto Sierra, Tania León, Elena Langer, Iman Habibi, James Lee III, Hannah Kendall, and Anna Thorvaldsdottir with works that explored climate change and struggles for social justice in the U.S. and abroad. Highlights included Paul Lewis performing all five Beethoven's piano concertos in a three-day marathon; Yo-Yo Ma gave all-out performances of Shostakovich's Cello concerto No. 1 and No 2, and the BSO completed its ten-year investigation of Shostakovich's major works with an acclaimed concert performance of his opera Lady Macbeth of Mtsensk in Boston and at Carnegie Hall, and the BSO gave a memorial tribute to jazz great Wayne Shorter, which the Boston Globe called "one of the most unforgettable, extraordinary, and joyous BSO concerts I have ever experienced." Throughout the year, the BSO celebrated Serge Koussevitzky and his enduring legacy as the former Music Director of the orchestra. Boston Pops concerts offered a wide range of musical expressions from sold out celebrations of John Williams to Gospel, Broadway, music of Queen, its first Pride celebration, and a commemoration in music and archival photos and videos of the final months of World War II in a program that was broadcast in November on many PBS stations. Attendance at the ever-popular Holiday Pops concerts grew 22% from the year before with 92,876 people attending 39 performances. Tanglewood's natural beauty once again created an extraordinary backdrop for experiencing music drawing 328,000 people from around the country and across the globe. Highlights included all-Beethoven and all-Strauss programs, a performance with dancers from Boston Ballet, the return of Yo-Yo Ma, Yuja Wang, Renée Fleming, Paul Lewis, and Emanuel Ax. Gustavo Dudamel led the National Children's Symphony of Venezuela and the baroque ensemble Les Arts Florissants performed. Jon Batiste, Brandi Carlisle, James Taylor, and Kool & the Gang were among the Popular Artist performers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,696,470 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | $476,491 | RevenueAmt |
| Desc | Education and community programs are integral to the BSO's mission. In Boston: 3,700 high school students attended one of the BSO's High School Open Rehearsals, giving them and their teachers a rare opportunity to watch as a work-in-progress became a work of art, exposing students to a powerful artistic experience. Symphony Hall was bursting with students during an open rehearsal where Yo-Yo Ma performed Shostakovich's Cello Concerto No. 1 and No. 2. The BSO's three Youth Concerts engaged 5,533 third - ninth grade students from Boston and well beyond. The orchestra performed excerpts by Beethoven, Tchaikovsky, and William Grant Still as Conductor Thomas Wilkins talked about friendship, and the importance of listening and of being heard. The students felt his warmth radiate from the stage as he communicated, "this music is for you. This orchestra is here for you." They responded in kind. Each concert ended with a rousing standing ovation. To honor veterans, the Boston Pops gave a free Holiday Pops Military Preview performance for more than 2,000 veterans, their families, and active service members, filling the Hall with a joy and sending a powerful message of appreciation for these men and women. This realization of one of Keith Lockhart's dreams will become an annual offering. The Pops gave a Holiday Pops performance for people with autism and those who care for them. The BSO made many accommodations to welcome this population so they and their loved one could share a quintessential New England tradition as a family. Musicians of the Boston Pops brought holiday cheer to patients at Boston Children's Hospital. 1,360 people from across Boston gathered as Symphony Hall opened its doors for a free Concert for the City that began with a celebration of local musicians performing before the concert and a performance by Boston Symphony Orchestra led by Andris Nelsons, Keith Lockhart, Thomas Wilkins, and James Burton-highlighting the orchestra's range and skill. The BSO forged connections with Boston Arts Academy, Project STEP, the Greater Roxbury Arts and Cultural Center, and in the Berkshires with Multi-Cultural Bridge, Kid 4 Harmony, and Latina413 and continued to work with Boston Public Schools and the Berkshires Superintendents Roundtable. Throughout the year, approximately 20,000 children, high school and college students, adults under the age of 40, veterans, MA public school teachers, health care workers, and people who are eligible for public benefits were able to attend concerts thanks to free and discounted tickets. At Tanglewood:Founded in 1940, the Tanglewood Music Center (TMC), the BSO's summer music academy welcome 133 Fellows from 31 U.S. states including Puerto Rico and 17 countries. During eight weeks, the TMC Fellows benefitted from coaching by 108 instructors who were BSO players, visiting artists, and TMC faculty as they prepared for more than 30 chamber and orchestra concerts. TMC Orchestra concerts were conducted by Andris Nelsons, Dima Slobodeniouk, Alan Gilbert, and Stefan Asbury. The two Conducting Fellows stepped in when Hannu Lintu canceled his appearance with the TMC Orchestra on August 19 due to an injury. In summer 2024, the Tanglewood Learning Institute (TLI) presented 39 programs last summer and three community concerts during the fall/winter/spring. These programs created opportunities for people to discover and connect with various artforms and to discover a sense of belonging at Tanglewood. Summer programs included a new series that brought families with young children to Tanglewood for an arts-rich experience that was offered in partnership with Norman Rockwell Museum and WBUR's Circle Round. TLI also programmed a new six-part series: The Art of Conducting where audiences gained an inside look at how conductors think about and teach their craft. Conductors Andris Nelsons, Dima Slobodeniouk, and Thomas Wilkins one worked closely with the two TMC conducting Fellows giving immediate and hands-on guidance on how to communicate clearly to a small ensemble of TMC musicians. In TLI's series of open master classes, audiences saw how musicians at the top of their form share their knowledge with a new generation. Talks with guest artists illuminated their creative process and their approach to the repertoire they were preparing to perform. Other offerings included a look at cabaret, and programs that probed in music what it means to be an American performed by Johnny Gandelsman, Jeremy Denk, and Nicholas Phan. The Spotlight Series brought Henry Louis Gates, poet Tracy K. Smith, and technology writer David Pogue to Lenox for compelling conversations. 2,475 people enjoyed Tanglewood's Family Concert conducted by Thomas Wilkins. Nearly 10,000 youth under age 18 attended concerts for free and 2,000 people enjoyed free events such as Berkshire Night. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,070,123 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,649,088 | 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 concert auditoriums in the world, a fact underscored by the Hall's 1999 designation as a National Historic Landmark. Symphony Hall resonates with more than a century of performances by key artists. It is also a key performance venue for a number of other ensembles and presenters, including the Handel and Haydn Society, the Celebrity Series of Boston, Boston Speakers Series, and the Boston Youth Symphony Orchestra. The Hall seats 2,625. The organization spent $2.2 million in maintenance projects at Symphony Hall. Located in the Berkshire hills of Lenox, Massachusetts and established in 1936 by then-Music Director Serge Koussevitzky, Tanglewood is the summer home of the BSO. Its performance venues-Koussevitzky Music Shed, Seiji Ozawa Concert Hall, and Linde Center-and 80 ancillary buildings are located on 425 pastoral acres. Built in 1938, the Koussevitzky Music Shed is a seasonal hall open on three sides with 5,121 seats and can seat an additional 12,000 on the surrounding lawn. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that provides a more intimate concert experience and is often used for chamber concerts and for performances by the Tanglewood Music Center. It seats 750 audience members on the orchestra level and 450 in the two balconies, as well as hundreds more on the lawn. The BSO invested approximately $2.9m maintaining Tanglewood including maintenance of support buildings and landscaping and grounds maintenance. Rentals: When not being used by the orchestra, the BSO rents its facilities at Tanglewood and Symphony Hall to others including Celebrity Series, Handel and Haydn Society, Boston Speakers Series, to name a few. Local high schools and Berkshire Community College use the Koussevitzky Shed for graduations and community groups, including the Stockbridge Library and Austin Riggs use Tanglewood's Linde Center during the fall, winter, and spring. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $4,822 | $0 | $220,560 | The BSO's music is shared with several hundred thousand through recordings, television, radio and online broadcasts. Every Saturday evening, Classical Radio Boston (a subsidiary of GBH public broadcasting) broadcasts a BSO concert. These concerts are available to stream via the GBH website for a month after they are aired. During Tanglewood, CRB-Classical and 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) conducted almost weekly interviews about upcoming musical events at Tanglewood. |
| $39,505 | $0 | -$1,833 | The BSO operated its Symphony Hall retail operations during concert days and its Tanglewood retail shops in summer 2024. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $44,327 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $218,727 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $99,120,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 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 | 482 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 949 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Decelles | PersonNm |
| Phone | 6176389215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Gail Samuel | ||||||||||
| Former President and CEO | 0 | 0 | Yes (X) | $1,706,083 | $0 | $11,112 | ||||
| Jeffrey Dunn | ||||||||||
| Former President & CEO | 0 | 0 | Yes (X) | $561,491 | $0 | $39,497 | ||||
| Maureen Flores | ||||||||||
| Chief Development Officer | 40 | 0 | $410,826 | $0 | $41,207 | Yes (X) | ||||
| Chad Smith | ||||||||||
| President & Chief Executive Officer | 50 | 1 | $368,806 | $0 | $5,843 | Yes (X) | ||||
| John A Ferrillo Jr | ||||||||||
| Principal Oboe | 40 | 1 | $338,377 | $0 | $33,324 | Yes (X) | ||||
| Alexander Velinzon | ||||||||||
| Associate Concertmaster | 40 | 0 | $333,147 | $0 | $36,857 | Yes (X) | ||||
| Toby Oft | ||||||||||
| Principal Trombone | 40 | 1 | $305,176 | $0 | $55,868 | Yes (X) | ||||
| Richard Sebring | ||||||||||
| Principal Horn | 40 | 1 | $320,184 | $0 | $33,477 | Yes (X) | ||||
| Timothy Genis | ||||||||||
| Timpani | 40 | 1 | $346,655 | $0 | $1,650 | Yes (X) | ||||
| Katherine Decelles | ||||||||||
| Clerk of the Board (until April 2024) | 40 | 1 | $213,174 | $0 | $19,129 | Yes (X) | ||||
| Paul Eric Krauss | ||||||||||
| Chief Financial Officer | 40 | 1 | $71,104 | $0 | $11,126 | Yes (X) | ||||
| Noubar Afeyan | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| David Altshuler | ||||||||||
| 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) | ||||
| Gregory E Bulger | ||||||||||
| 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) | ||||
| Angela Q Crispi | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| William Curry MD | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Phillip J Edmundson | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas E Faust Jr | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Todd R Golub | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Gordon | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Reverend Dr Ray Hammond | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Nathan Hayward III | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ricki Tigert Helfer | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Brent L Henry | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Albert A Holman III | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Barbara W Hostetter | ||||||||||
| Chair | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| David C Howse | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Giselle J Joffre | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen W Kidder | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Tom Kuo | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Jeffrey Leiden MD PhD | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Joyce G Linde | ||||||||||
| Trustee (until March 2024) | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| John M Loder | ||||||||||
| Vice Chair | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Nancy K Lubin | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua A Lutzker | ||||||||||
| Treasurer | 2 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| 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) | ||||
| Andrew S Plump | ||||||||||
| 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) | ||||
| Blair Trippe | ||||||||||
| Trustee, ex-officio | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ted Berk | ||||||||||
| Trustee, ex-officio | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Lynn A Dale | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Sean C Rush | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| M Lee Pelton | ||||||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,975,023 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $289,090 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 142 | 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 | $2,304,962 | |||||
| Tisbury Tours Inc | |||||||||||
| 360 Hamilton Avenue 100 | White Plains | NY | 10601 | Concert performances | $1,247,955 | ||||||
| Boston Gourmet Management | |||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | Food services | $1,298,099 | ||||||
| Travtours Inc | |||||||||||
| 71-703 Highway 111 | Suite 2e | Rancho Mirage | CA | 92270 | Travel services | $1,374,209 | |||||
| Andris Nelsons | |||||||||||
| Services of A. Nelsons | $1,730,000 | Konzertdirektion Schmid | 40 St Martins Lane | London | UK | WC2N 4E | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $2,160,360 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $310,000 | GovernmentGrantsAmt |
| All Other Contributions | $34,623,776 | AllOtherContributionsAmt |
| Noncash Contributions | $6,021,514 | NoncashContributionsAmt |
| Total Contributions | $37,094,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & tours | 900099 | $45,530,363 | $45,530,363 | $0 | $0 |
| Education | 900099 | $476,491 | $476,491 | $0 | $0 |
| Program advertising | 900099 | $352,902 | $0 | $352,902 | $0 |
| Parking | 900099 | $106,800 | $0 | $0 | $106,800 |
| Electronic media | 900099 | $220,560 | $220,560 | $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 | $46,687,116 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,430,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $934,145 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,495,889 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,250 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,663,119 | RealAmt |
| Personal | $31,609 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,856,701 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,806,418 | RealAmt |
| Personal | $31,609 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,838,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,649,088 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,188,939 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,850,588 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,461,739 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,388,849 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,388,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,629 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,363,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $366,982 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,160,360 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,307,420 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$940,438 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$940,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| 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) |
|---|---|---|
| Gross Sales Of Inventory | $965,308 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $288,033 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,833 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $679,108 | 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 | $1,193,661 | $0 | $0 | $1,193,661 |
| Other income | 900099 | $650,057 | $0 | $0 | $650,057 |
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 | $1,843,718 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,090,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,874,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,991,784 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,130,378 | 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 | $40,000 | TotalAmt |
| Program Services | $40,000 | 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 | $2,428,177 | TotalAmt |
| Program Services | $1,237,681 | ProgramServicesAmt |
| Management And General | $577,432 | ManagementAndGeneralAmt |
| Fundraising | $613,064 | 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 | $48,751,875 | TotalAmt |
| Program Services | $41,188,971 | ProgramServicesAmt |
| Management And General | $4,145,169 | ManagementAndGeneralAmt |
| Fundraising | $3,417,735 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,134,367 | TotalAmt |
| Program Services | $3,244,115 | ProgramServicesAmt |
| Management And General | $716,390 | ManagementAndGeneralAmt |
| Fundraising | $173,862 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,048,078 | TotalAmt |
| Program Services | $3,781,024 | ProgramServicesAmt |
| Management And General | $774,223 | ManagementAndGeneralAmt |
| Fundraising | $492,831 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,578,836 | TotalAmt |
| Program Services | $2,897,694 | ProgramServicesAmt |
| Management And General | $390,933 | ManagementAndGeneralAmt |
| Fundraising | $290,209 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,415 | TotalAmt |
| Program Services | $31,045 | ProgramServicesAmt |
| Management And General | $36,803 | ManagementAndGeneralAmt |
| Fundraising | $26,567 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,971 | TotalAmt |
| Program Services | $23,655 | ProgramServicesAmt |
| Management And General | $233,316 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,307 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $223,307 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,096 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $97,096 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,643 | TotalAmt |
| Fundraising | $372,643 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666,771 | TotalAmt |
| Program Services | $1,666,771 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,407,357 | TotalAmt |
| Program Services | $19,383,726 | ProgramServicesAmt |
| Management And General | $1,701,613 | ManagementAndGeneralAmt |
| Fundraising | $322,018 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,064,334 | TotalAmt |
| Program Services | $4,029,861 | ProgramServicesAmt |
| Management And General | $640 | ManagementAndGeneralAmt |
| Fundraising | $33,833 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,584 | TotalAmt |
| Program Services | $672,061 | ProgramServicesAmt |
| Management And General | $845,251 | ManagementAndGeneralAmt |
| Fundraising | $310,272 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950,806 | TotalAmt |
| Program Services | $176,120 | ProgramServicesAmt |
| Management And General | $2,752,531 | ManagementAndGeneralAmt |
| Fundraising | $22,155 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,338 | TotalAmt |
| Program Services | $181,338 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,076,585 | TotalAmt |
| Program Services | $6,448,549 | ProgramServicesAmt |
| Management And General | $2,576,543 | ManagementAndGeneralAmt |
| Fundraising | $51,493 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,270,472 | TotalAmt |
| Program Services | $4,877,330 | ProgramServicesAmt |
| Management And General | $122,103 | ManagementAndGeneralAmt |
| Fundraising | $271,039 | 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 | $47,531 | TotalAmt |
| Program Services | $31,164 | ProgramServicesAmt |
| Management And General | $12,374 | ManagementAndGeneralAmt |
| Fundraising | $3,993 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,115 | TotalAmt |
| Program Services | $1,467 | ProgramServicesAmt |
| Management And General | $279,648 | 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 | $4,927,914 | TotalAmt |
| Program Services | $4,037,990 | ProgramServicesAmt |
| Management And General | $553,489 | ManagementAndGeneralAmt |
| Fundraising | $336,435 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,903 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $845,903 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expenses | $2,743,540 | $2,475,990 | $31,715 | $235,835 |
| Credit card fees | $1,381,934 | $1,228,081 | $728 | $153,125 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,025,161 | TotalAmt |
| Program Services | $1,466,255 | ProgramServicesAmt |
| Management And General | $544,523 | ManagementAndGeneralAmt |
| Fundraising | $14,383 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,724,110 | TotalAmt |
| Program Services | $99,120,888 | ProgramServicesAmt |
| Management And General | $17,364,634 | ManagementAndGeneralAmt |
| Fundraising | $7,238,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,084,632 | BOYAmt |
| EOY | $39,043,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,029,648 | BOYAmt |
| EOY | $12,049,739 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,885,721 | BOYAmt |
| EOY | $8,772,685 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,273,702 | BOYAmt |
| EOY | $5,800,673 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,698 | BOYAmt |
| EOY | $847,721 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,056,160 | BOYAmt |
| EOY | $3,302,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,659,953 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,585,657 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,051,782 | BOYAmt |
| EOY | $65,074,296 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,737,559 | BOYAmt |
| EOY | $59,837,406 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,090,269 | BOYAmt |
| EOY | $442,204,458 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,684,483 | BOYAmt |
| EOY | $43,377,645 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,461,654 | BOYAmt |
| EOY | $680,310,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,169,797 | BOYAmt |
| EOY | $13,262,422 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,064,305 | BOYAmt |
| EOY | $9,270,770 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| 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 | $32,139,962 | BOYAmt |
| EOY | $29,398,794 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,374,064 | BOYAmt |
| EOY | $61,931,986 | 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 | $115,514,891 | BOYAmt |
| EOY | $109,089,206 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,572,699 | BOYAmt |
| EOY | $509,289,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,087,590 | BOYAmt |
| EOY | $618,378,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,461,654 | BOYAmt |
| EOY | $680,310,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,633,143 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,882,751 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,041,290 | 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 | $49,260,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,371,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,379,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,595,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,094,136 | CurrentTaxYearAmt |
| Total | $210,701,133 | 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 |
| 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 |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,260,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,371,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,379,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,595,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,094,136 | CurrentTaxYearAmt |
| Total | $210,701,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,183,004 | SubstantialContributorsTotAmt |
| Public Support Total170 | $191,518,129 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,950,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,900,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,363,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,581,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,613,779 | CurrentTaxYearAmt |
| Total | $31,409,840 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $914,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $773,636 | CurrentTaxYearAmt |
| Total | $1,804,746 | 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 |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $243,915,719 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $156,712,154 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78518 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79685 | 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 | $97,096 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $97,096 | 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 and a service contract to engage 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 | $495,009,000 | BeginningYearBalanceAmt |
| Contributions | $8,716,000 | ContributionsAmt |
| Investment Earnings Or Losses | $59,333,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,907,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $536,151,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $484,000,000 | BeginningYearBalanceAmt |
| Contributions | $11,645,000 | ContributionsAmt |
| Investment Earnings Or Losses | $26,301,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,937,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $495,009,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,304,000 | BeginningYearBalanceAmt |
| Contributions | $6,070,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$73,556,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,818,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $484,000,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,105,585 | OtherCostOrOtherBasisAmt |
| Book Value | $18,105,585 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $124,694,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,547,867 | DepreciationAmt |
| Book Value | $36,146,648 | 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 | $47,859,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,037,790 | DepreciationAmt |
| Book Value | $10,822,063 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,074,296 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable alternatives | $314,041,766 | F |
| Illiquid equities | $102,644,004 | F |
| Real estate | $7,309,585 | F |
| Real assets | $10,218,316 | F |
| Investment in 263 Realty Corp & HALP | $7,990,787 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $442,204,458 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held by others | $34,108,833 |
| Assets of split-interest agreements | $9,268,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,377,645 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued liability for pension & post-retirement | Desc |
| Amt | $29,398,794 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,398,794 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $153,374,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $35,882,751 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $525,279 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$52,739 | OtherRevenueAmt |
| Revenue Not Reported | $36,355,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $117,019,649 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,666,771 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,595,453 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $71,318 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $117,090,967 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $124,178,072 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $525,279 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,595,454 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,120,733 | ExpensesNotReportedAmt |
| Expenses Subtotal | $122,057,339 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,666,771 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,666,771 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $123,724,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The purpose of the endowment is to provide enduring support for the mission of the Orchestra by releasing a substantial and reliable flow of funds to the operating budget. The income earned on the Orchestra's endowment assets may be used for general or donor-restricted purposes and is recorded as net assets without donor restriction or net assets with donor restriction, as appropriate. |
| Schedule D, Part VII, Line 3 | The investment 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 for 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 probabilty assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Orchestra has identified its tax status as a tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions, however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. It's federal and state income tax returns are generally open for examination for three years following the date filed. |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements |
| Schedule D, Part XI, Line 4b | $288,033 represents cost of good sold and $1,307,420 represents direct fundraising event expenses |
| Schedule D, Part XII, Line 2d | $288,034 represents cost of good sold and $1,307,420 represents direct fundraising event expenses |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $189,434,722 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $20,129,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $209,564,677 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Allegiance Fundraising LLC | |||||||||
| 3064 49th St S | Fargo | ND | 58104 | Direct mail campaigns | 0 | $2,999,392 | $149,140 | $2,850,252 | |
| DCM Inc | |||||||||
| 244 Fifth Avenue | New York | NY | 10001 | Telefrundraising | 0 | $306,460 | $223,502 | $82,958 | Suite M223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,305,852 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $372,642 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,933,210 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spring Gala | Event1Nm |
| Gross Receipts Event1 | $1,087,711 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,011,006 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,705 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $129,743 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $151,541 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $293,187 | OtherDirectExpensesEvent1Amt |
| Event2 | Tanglewood Gala | Event2Nm |
| Gross Receipts Event2 | $677,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $518,448 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $158,652 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $137,023 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $150,044 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $762,532 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $630,906 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $131,626 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $180,893 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $104,878 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $160,112 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,527,343 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,160,360 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $366,983 | 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 | $447,659 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $256,419 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $603,343 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,307,421 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$940,438 | NetIncomeSummaryAmt |
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 | Project STEP | 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) |
|---|---|---|
| Recipient EIN | 222505816 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $40,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | To support high-quality music education and training programs. | 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 | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grantees are required to submit annual reports on the use of grant funds and provide a copy of their Audited Financial Statements for the period covered by the grant. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 | 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 | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gail Samuel | ||||||||||||||
| Former President and CEO | $33,527 | $0 | $0 | $0 | $1,672,556 | $0 | $0 | $0 | $11,112 | $0 | $1,717,195 | $0 | $0 | $0 |
| Chad Smith | ||||||||||||||
| President & Chief Executive Officer | $274,345 | $0 | $92,120 | $0 | $2,342 | $0 | $0 | $0 | $5,843 | $0 | $374,650 | $0 | $0 | $0 |
| Jeffrey Dunn | ||||||||||||||
| Former President & CEO | $530,769 | $0 | $0 | $0 | $30,721 | $0 | $9,900 | $0 | $29,597 | $0 | $600,987 | $0 | $0 | $0 |
| Maureen Flores | ||||||||||||||
| Chief Development Officer | $407,192 | $0 | $0 | $0 | $3,634 | $0 | $9,900 | $0 | $31,307 | $0 | $452,033 | $0 | $0 | $0 |
| John A Ferrillo Jr | ||||||||||||||
| Principal Oboe | $338,377 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,324 | $0 | $371,701 | $0 | $0 | $0 |
| Timothy Genis | ||||||||||||||
| Timpani | $346,655 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,650 | $0 | $348,305 | $0 | $0 | $0 |
| Toby Oft | ||||||||||||||
| Principal Trombone | $305,176 | $0 | $0 | $0 | $0 | $0 | $14,339 | $0 | $41,529 | $0 | $361,044 | $0 | $0 | $0 |
| Alexander Velinzon | ||||||||||||||
| Associate Concertmaster | $318,209 | $0 | $11,400 | $0 | $3,537 | $0 | $1,250 | $0 | $35,607 | $0 | $370,003 | $0 | $0 | $0 |
| Richard Sebring | ||||||||||||||
| Principal Horn | $320,184 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,477 | $0 | $353,661 | $0 | $0 | $0 |
| Katherine Decelles | ||||||||||||||
| Clerk of the Board (until April 2024) | $207,138 | $0 | $5,000 | $0 | $1,036 | $0 | $6,318 | $0 | $12,812 | $0 | $232,304 | $0 | $0 | $0 |
| Paul Eric Krauss | ||||||||||||||
| Chief Financial Officer | $70,994 | $0 | $0 | $0 | $109 | $0 | $0 | $0 | $11,126 | $0 | $82,229 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | In connection with the business needs of the Boston Symphony Orchestra, Inc. (the Orchestra) 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. Housing for the President and CEO 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. The housing benefit of $28,000 is included in Schedule J, Part II, column D. |
| Schedule J, Part I, Line 4 | The compensation reported for Gail Samuel, former President and CEO, for calendar year 2023, includes base compensation of $33,527. Other reportable compensation includes: 1) severance of $1,550,000, 2) $99,953 representing a payout of accrued vacation, 3) contributions of $22,500 made by Ms. Samuel into a 457(b) plan and $103 of other taxable fringe benefits. |
| Schedule J, Part I, Line 7 | The amounts reported for the President and CEO on Schedule J, Part II, column B(ii) are fixed payments. Amounts reported for other individuals on Schedule J, Part II, column B(ii) include non-fixed payments representing performance based compensation. |
| Schedule J, Part I, Line 8 | Compensation reported in Part VII, Section A paid to President and CEO Chad Smith were subject to the initial contract exception described in Regulations section 53.4958-4(a)(3). Nonetheless, the Orchestra followed the rebuttable presumption procedures described in Regulations section 53.4958(c) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 79 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,921,499 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 8 | FormAndLineReferenceDesc |
| Explanation | Column B responses represent the number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise 796 members of the Boston Symphony Association of Volunteers (BSAV) who provide a variety of services both at Symphony Hall and Tanglewood, 43 voting trustees and 204 non-voting members of the governing board. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by BSO management and reviewed by a paid preparer. The complete 990 is then reviewed by the Audit, Risk and Compliance Committee of the Board of Trustees. The Audit, Risk and Compliance Committee reviews each section and schedule of the 990, focusing on key changes and substantive disclosures. Subsequent to this review, a copy of the final draft 990, which is the version to be filed with the IRS, is placed 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 President and CEO 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 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 Chief Human Resources Officer or 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 are provided with a copy of the policy and must sign a statement affirming that they have received, read and understand the policy; they must also affirm that they agree to comply with the policy. As part of this Annual Notice of Policy, each individual is required to disclose any potential or actual conflicts of interest in writing. All responses indicating a potential or actual conflict are subject to review by the Board or Executive Committee as described above. |
| Form 990, Part VI, Section B, Line 15 | The BSO has a designated Compensation Committee, comprised of trustees of the BSO, which sets the process for determining and approving compensation for officers and key employees. The compensation Committee's process includes: (a) development and consideration of comparability data to provide the bases for the Committee's decisions and (b) consideration of (i) applicable accounting and disclosure rules, (ii) emerging trends in corporate governance, and (iii) standards and guidelines promulgated by the Division of Public Charities of the Massachusetts Office of the Attorney General (collectively, the "Compensation Process"). Deliberations of the Compensation Committee in connection with the Compensation Process are contemporaneously documented. When evaluating officers and key employees, the Compensation Committee carefully considers the following factors: (i) duties and responsibilities, (ii) background and experience, (iii) dedication, commitment and work schedule, (iv) leadership, management and professional skills, (v) overall performance and standing, (vi) BSO' 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 2023. |
| 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 up on request. |
| Form 990, Part VII, Section A, Line 1b | Compensation reported is based on the calendar year 2023 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on the calendar year 2023 amounts. |
| Form 990, Part IX, Line 11g | Comprised of $18,045,912 of artistic and concert related fees and $3,361,445 of consulting services. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of $2,041,290 is comprised of the change in value of split interest agreements of ($52,739) and retirement plan-related credits, other than net periodic benefit costs of $2,094,029. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston 4 Celebrations Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043311403 | EIN |
| Primary Activities | Provide for public celebration on July 4th | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSectionTxt |
| Public Charity Status | II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston Symphony Orchestra Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $2,270,891 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $10,000,387 | 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 | $22,938 | $53,837 | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 263 HA Limited Partnership | ||
| k | $352,201 | Fair market value |
| 263 HA Limited Partnership | ||
| s | $1,606,404 | Actual partnership distribution |
| Boston 4 Celebrations Foundation Inc | ||
| d | $986,102 | Book amount |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Boston Symphony Orchestra, Inc requested and receive dapproval for an automatic six month extension. | ExplanationTxt |
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