2020-05-12T12:39:47-05:00 2019-06-30 420714325 RSM US LLP 1 S WACKER DRIVE SUITE 800 CHICAGO IL 60606 990 2018-07-01 362167823 CHICAGO SYMPHONY ORCHESTRA CHIC 3122943333 220 S MICHIGAN AVENUE CHICAGO IL 606042559 JEFF ALEXANDER PRESIDENT 3122943301 2020-05-05 1 REBEKUH ELEY P01247672 3126343400 24.148.73.224 2020-05-05 18:54:10 CD P C12D0A4F463CE62801F8E97E0545156E6FE9071D 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 2018 2021-01-29 14:40:06Z JEFF ALEXANDER 220 S MICHIGAN AVENUE CHICAGO IL 606042559 149619162 0 X WWW.CSO.ORG X 1890 IL SEE SCHEDULE O - SUPPLEMENTAL INFORMATION.WITH THE CHICAGO SYMPHONY ORCHESTRA AT ITS CORE, THE MISSION OF THE CHICAGO SYMPHONY ORCHESTRA ASSOCIATION IS TO ENRICH, INSPIRE AND TRANSFORM LIVES THROUGH MUSIC, COMMUNITY ENGAGEMENT AND EDUCATION - LOCALLY, NATIONALLY AND INTERNATIONALLY. 134 133 1321 945 -52545 0 35070114 30805974 32900867 27717097 13601192 13188464 247905 338886 81820078 72050421 16797 600 0 0 47366092 44876338 465361 310632 4039275 33491182 33510321 81339432 78697891 480646 -6647470 508805441 503065284 217523215 236105778 291282226 266959506 X WITH THE CHICAGO SYMPHONY ORCHESTRA AT ITS CORE, THE MISSION OF THE CHICAGO SYMPHONY ORCHESTRA ASSOCIATION IS TO ENRICH, INSPIRE AND TRANSFORM LIVES THROUGH MUSIC, COMMUNITY ENGAGEMENT AND EDUCATION - LOCALLY, NATIONALLY AND INTERNATIONALLY. 0 0 47895273 23268956 CHICAGO SYMPHONY ORCHESTRA CONCERTS - DURING THE 2018/19 SEASON, THE CSO PRESENTED 114 PAID AND FREE CONCERT PROGRAMS FOR APPROXIMATELY 233,000 PATRONS. THROUGHOUT THE SEASON, THE CSO PRESENTED 25 WEEKS OF SUBSCRIPTION CONCERTS THAT CALLED ATTENTION TO MUSIC REPRESENTING HISTORIC EVENTS, MODERN MASTERWORKS AND PILLARS OF THE SYMPHONIC CANON. THE CSO PREMIERED TWO WORKS, INCLUDING A COMPOSITION WRITTEN BY JAMES STEPHENSON FOR CSO BASS TROMBONIST CHARLES VERNON. THE CSO EMBARKED ON A 12-CONCERT TOUR OF ASIA AND ALSO COMPLETED A 4-CONCERT TOUR OF FLORIDA. THE FREE CONCERT FOR CHICAGO LED BY MAESTRO MUTI IN CHICAGO'S MILLENNIUM PARK DREW AN AUDIENCE OF 10,000 PEOPLE. THE ORCHESTRA PERFORMED 3 CONCERTS AT WHEATON COLLEGE'S EDMAN MEMORIAL CHAPEL, AND 16 CONCERTS AT RAVINIA PARK AS PART OF THE ANNUAL SUMMER RESIDENCY. 4276363 2701874 SYMPHONY CENTER PRESENTS CONCERTS - THE CHICAGO SYMPHONY ORCHESTRA ASSOCIATION OFFERS CONCERTS BY ACCLAIMED GUEST ARTISTS IN THE FIELDS OF JAZZ, POP, WORLD, AND CLASSICAL MUSIC UNDER THE AUSPICES OF SYMPHONY CENTER PRESENTS. THIRTY-SEVEN CONCERTS WERE PRESENTED DURING THE SEASON, WITH MORE THAN 50,000 TICKETS SOLD. THESE CONCERTS FEATURED ESTABLISHED AND EMERGING ARTISTIC LEADERS AND MUSICIANS PERFORMING A WIDE VARIETY OF MUSICAL STYLES FOR DIVERSE AUDIENCES. SCP PROGRAMS INCLUDE ORCHESTRA, CHAMBER, MUSIC NOW AND PIANO MUSIC SERIES, AND JAZZ AT SYMPHONY CENTER, WHICH IS ONE OF THE MOST COMPREHENSIVE AND ACCLAIMED JAZZ SERIES IN THE COUNTRY. 2285501 277596 EDUCATION CONCERTS AND ACTIVITIES - ACROSS CHICAGO AND AROUND THE WORLD, THE NEGAUNEE MUSIC INSTITUTE CONNECTS INDIVIDUALS AND COMMUNITIES TO THE EXTRAORDINARY RESOURCES OF THE CHICAGO SYMPHONY ORCHESTRA. UNDER THE VISIONARY LEADERSHIP OF CSO ZELL MUSIC DIRECTOR RICCARDO MUTI AND JUDSON AND JOYCE GREEN CREATIVE CONSULTANT YO-YO MA, INSTITUTE PROGRAMMING GIVES BROAD ACCESS TO THE CSO, EDUCATES YOUNG LISTENERS, PROVIDES ADVANCED TRAINING TO YOUNG MUSICIANS AND SERVES THE CITY AND THE WORLD THROUGH MUSIC. ALL CONCERTS AND EVENTS ARE INEXPENSIVE OR OFFERED FREE OF CHARGE TO THE PUBLIC IN ORDER TO DISSOLVE FINANCIAL BARRIERS. IN THE 2018/19 SEASON, THE INSTITUTE REACHED APPROXIMATELY 51,000 PEOPLE THROUGH 163 EVENTS WHICH INCLUDED PAID AND FREE CONCERTS, OPEN REHEARSALS, WORKSHOPS AND OTHER PROGRAMS. 149398 RETAIL SALES - MUSIC-RELATED MERCHANDISE IS AVAILABLE FOR PURCHASE AT THE SYMPHONY STORE. 171161 RENTALS AND COMMISSIONS - A CLUB IS AVAILABLE TO DONORS FOR DINING PRIOR TO CSO CONCERTS. 832247 428899 RENTALS AND COMMISSIONS - PERFORMANCE SPACE PROVIDED TO CHICAGOLAND ARTS ORGANIZATIONS. 555007 333168 RENTALS AND COMMISSIONS - A RESTAURANT AND CONCESSIONS ARE PROVIDED FOR AUDIENCES ATTENDING CONCERTS. 204715 366788 RENTALS AND COMMISSIONS - PARKING LOT PROVIDED FOR AUDIENCES' CONVENIENCE TO ATTEND CONCERTS. 706533 90139 MEDIA AND ROYALTY - RADIO BROADCAST SERIES, IN-HOUSE RECORDING LABEL, AUDIO RECORDINGS IN COMPACT DISC AND DIGITAL DOWNLOAD FORMATS. 2390134 600 92640 CIVIC ORCHESTRA CONCERTS = 2018/19 MARKED THE 100TH SEASON OF THE CIVIC ORCHESTRA OF CHICAGO. FOUNDED DURING THE 1919/20 SEASON BY THE CSO'S SECOND MUSIC DIRECTOR, FREDERICK STOCK, THE CIVIC ORCHESTRA HAS TRAINED OVER 7,000 YOUNG MUSICIANS WHILE PRESENTING FREE CONCERTS AT SYMPHONY CENTER AND IN COMMUNITIES THROUGHOUT CHICAGOLAND. TO CELEBRATE THE CENTENNIAL, THE CIVIC OPENED ITS SEASON WITH A SIDE-BY-SIDE CONCERT WITH THE CSO IN MILLENNIUM PARK CONDUCTED BY RICCARDO MUTI. THROUGHOUT THE SEASON A SERIES OF SPECIAL CONCERTS MARKED CIVIC'S HISTORIC MILESTONE WITH BANNER PROGRAMMING INCLUDING A PERFORMANCE OF MAHLER'S SIXTH SYMPHONY CONDUCTED BY CSO SIR GEORG SOLTI CONDUCTING APPRENTICE ERINA YASHIMA; JANEK'S SINFONIETTA, LED BY CSO GUEST CONDUCTOR EDWARD GARDNER AND FEATURING A BRASS CHOIR COMPRISED OF CIVIC ALUMNI; THE WORLD PREMIERE OF A CIVIC CO-COMMISSIONED CONCERTO FOR PERCUSSION AND ORCHESTRA BY CHRIS CERRONE FEATURING THIRD COAST PERCUSSION AS SOLOISTS (AN ENSEMBLE WITH TWO MEMBERS WHO ARE CIVIC ALUMNI) CONDUCTED BY KEN-DAVID MASUR; AND A SEASON FINALE COLLABORATION WITH THE RYAN OPERA CENTER AT THE LYRIC OPERA OF CHICAGO FEATURING THE FULL COMPANY OF 12 SINGERS UNDER THE DIRECTION OF MICHAEL CHRISTIE. THE CIVIC ORCHESTRA DEEPENED ITS COMMITMENT TO MENTORING YOUNG MUSICIANS AND SERVING COMMUNITIES ACROSS THE CITY BY PRESENTING SPECIAL PROJECTS INCLUDING THE FIFTH ANNUAL BACH MARATHON, DURING WHICH CHAMBER ENSEMBLES PERFORMED J.S. BACH'S SIX BRANDENBURG CONCERTOS AT FOOD PANTRIES AND FOURTH PRESBYTERIAN CHURCH; A DAY-LONG WORKSHOP OF COACHINGS AND SIDE-BY-SIDE REHEARSAL WITH YOUNG MUSICIANS FROM THREE COMMUNITY YOUTH ORCHESTRAS OPERATED BY THE PEOPLE'S MUSIC SCHOOL, SISTEMA RAVINIA AND THE CHICAGO METAMORPHOSIS ORCHESTRA PROJECT; AND CIVIC CHAMBER ENSEMBLES PERFORMED OVER 25 CONCERTS IN NEIGHBORHOOD VENUES SUCH AS THE NATIONAL MUSEUM OF MEXICAN ART, INDIAN BOUNDARY PARK AND THE ZHOU B ART CENTER. FIFTEEN CIVIC MUSICIANS WERE APPOINTED AS FELLOWS AND RECEIVED ADDITIONAL ARTISTIC AND PROFESSIONAL DEVELOPMENT THAT ENHANCED THEIR MEMBERSHIP IN THE FULL ORCHESTRA. OVER THE COURSE OF THE SEASON, THESE FELLOWS PARTICIPATED IN NUMEROUS WORKSHOPS ADDRESSING TOPICS SUCH AS GRANT WRITING, COMMUNITY ENGAGEMENT PROJECT DESIGN, INTERACTIVE PERFORMANCE AND COLLABORATIVE COMPOSITION. 96638 157037 OTHER PROGRAM SERVICES - PROGRAM BOOK ADVERTISING 5105833 600 1468671 59562970 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 213 0 1321 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 134 133 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X STACIE M FRANKVP AND CFO 3122943301 220 S MICHIGAN AVENUE CHICAGO IL 606042559 JEFF ALEXANDER PRESIDENT 40.00 X X 529499 0 35017 HELEN ZELL CHAIRMAN 1.90 X X 0 0 0 MARY LOUISE GORNO VICE CHAIRMAN 0.80 X X 0 0 0 ROBERT A KOHL VICE CHAIRMAN 0.50 X X 0 0 0 LIISA THOMAS VICE CHAIRMAN 0.90 X X 0 0 0 JAMES W MABIE TREASURER 0.80 X X 0 0 0 WILLIAM ADAMS IV LIFE TRUSTEE 0.80 X 0 0 0 MRS ROBERT A BEATTY LIFE TRUSTEE 0.10 X 0 0 0 MARSHALL BENNETT LIFE TRUSTEE 0.10 X 0 0 0 ARNOLD M BERLIN LIFE TRUSTEE 0.10 X 0 0 0 WILLIAM G BROWN LIFE TRUSTEE 0.10 X 0 0 0 DEAN L BUNTROCK LIFE TRUSTEE 0.10 X 0 0 0 ROBERT N BURT LIFE TRUSTEE 0.10 X 0 0 0 RICHARD W COLBURN LIFE TRUSTEE 0.30 X 0 0 0 RICHARD H COOPER LIFE TRUSTEE 0.10 X 0 0 0 ANTHONY T DEAN LIFE TRUSTEE 0.10 X 0 0 0 DEBORA DE HOYOS LIFE TRUSTEE 0.30 X 0 0 0 CHARLES DOUGLAS LIFE TRUSTEE 0.10 X 0 0 0 JOHN A EDWARDSON LIFE TRUSTEE 0.10 X 0 0 0 THOMAS J EYERMAN LIFE TRUSTEE 0.10 X 0 0 0 JAMES B FADIM LIFE TRUSTEE 0.40 X 0 0 0 DAVID W FOX SR LIFE TRUSTEE 0.10 X 0 0 0 RICHARD J FRANKE LIFE TRUSTEE 0.10 X 0 0 0 CYRUS F FREIDHEIM JR LIFE TRUSTEE 0.20 X 0 0 0 H LAURANCE FULLER LIFE TRUSTEE 0.10 X 0 0 0 MRS ROBERT W GALVIN LIFE TRUSTEE 0.10 X 0 0 0 PAUL C GIGNILLIAT LIFE TRUSTEE 0.10 X 0 0 0 JOSEPH B GLOSSBERG LIFE TRUSTEE 0.40 X 0 0 0 WILLIAM A GOLDSTEIN LIFE TRUSTEE 0.40 X 0 0 0 HOWARD L GOTTLIEB LIFE TRUSTEE 0.10 X 0 0 0 CHESTER A GOUGIS LIFE TRUSTEE 0.30 X 0 0 0 JOYCE T GREEN LIFE TRUSTEE 0.40 X 0 0 0 MARY WINTON GREEN LIFE TRUSTEE 0.20 X 0 0 0 DIETRICH GROSS LIFE TRUSTEE 0.10 X 0 0 0 DAVID P HACKETT LIFE TRUSTEE 0.10 X 0 0 0 JOAN W HARRIS LIFE TRUSTEE 0.20 X 0 0 0 JOHN H HART LIFE TRUSTEE 0.10 X 0 0 0 THOMAS C HEAGY LIFE TRUSTEE 0.10 X 0 0 0 JAY L HENDERSON LIFE TRUSTEE 0.30 X 0 0 0 MRS ROGER B HULL LIFE TRUSTEE 0.10 X 0 0 0 JUDITH W ISTOCK LIFE TRUSTEE 0.10 X 0 0 0 WILLIAM R JENTES LIFE TRUSTEE 0.30 X 0 0 0 PAUL R JUDY LIFE TRUSTEE 0.10 X 0 0 0 RICHARD B KAPNICK LIFE TRUSTEE 0.10 X 0 0 0 DONALD G KEMPF JR LIFE TRUSTEE 0.10 X 0 0 0 GEORGE D KENNEDY LIFE TRUSTEE 0.10 X 0 0 0 MRS JOHN C KERN LIFE TRUSTEE 0.20 X 0 0 0 FRED A KREHBIEL LIFE TRUSTEE 0.10 X 0 0 0 CHARLES ASHBY LEWIS LIFE TRUSTEE 0.10 X 0 0 0 EVA F LICHTENBERG LIFE TRUSTEE 0.10 X 0 0 0 JOHN S LILLARD LIFE TRUSTEE 0.10 X 0 0 0 DONALD G LUBIN LIFE TRUSTEE 0.10 X 0 0 0 JOHN F MANLEY LIFE TRUSTEE 0.20 X 0 0 0 LING Z MARKOVITZ LIFE TRUSTEE 0.10 X 0 0 0 R EDEN MARTIN LIFE TRUSTEE 0.10 X 0 0 0 ARTHUR C MARTINEZ LIFE TRUSTEE 0.10 X 0 0 0 JUDITH W MCCUE LIFE TRUSTEE 0.60 X 0 0 0 LESTER H MCKEEVER LIFE TRUSTEE 0.10 X 0 0 0 DAVID E MCNEEL LIFE TRUSTEE 0.40 X 0 0 0 NEWTON N MINOW LIFE TRUSTEE 0.10 X 0 0 0 JOHN D NICHOLS LIFE TRUSTEE 0.10 X 0 0 0 JAMES J O'CONNOR LIFE TRUSTEE 0.10 X 0 0 0 WILLIAM A OSBORN LIFE TRUSTEE 0.40 X 0 0 0 MRS ALBERT PAWLICK LIFE TRUSTEE 0.20 X 0 0 0 JANE DIRENZO PIGOTT LIFE TRUSTEE 0.40 X 0 0 0 JOHN M PRATT LIFE TRUSTEE 0.10 X 0 0 0 MRS NEIL K QUINN LIFE TRUSTEE 0.10 X 0 0 0 JOHN W ROGERS JR LIFE TRUSTEE 0.30 X 0 0 0 JERRY ROSE LIFE TRUSTEE 0.10 X 0 0 0 FRANK A ROSSI LIFE TRUSTEE 0.20 X 0 0 0 CYNTHIA M SARGENT LIFE TRUSTEE 0.10 X 0 0 0 JOHN R SCHMIDT LIFE TRUSTEE 0.20 X 0 0 0 THOMAS C SHEFFIELD JR LIFE TRUSTEE 0.30 X 0 0 0 RITA SIMO LIFE TRUSTEE 0.10 X 0 0 0 ROBERT C SPOERRI LIFE TRUSTEE 0.10 X 0 0 0 CARL W STERN LIFE TRUSTEE 0.10 X 0 0 0 ROGER W STONE LIFE TRUSTEE 0.10 X 0 0 0 WILLIAM H STRONG LIFE TRUSTEE 0.10 X 0 0 0 LOUIS C SUDLER JR LIFE TRUSTEE 0.10 X 0 0 0 RICHARD L THOMAS LIFE TRUSTEE 0.20 X 0 0 0 RICHARD P TOFT LIFE TRUSTEE 0.30 X 0 0 0 PENNY VAN HORN LIFE TRUSTEE 0.40 X 0 0 0 JOHN AALBREGTSE TRUSTEE 0.60 X 0 0 0 PETER J BARACK TRUSTEE 0.40 X 0 0 0 H RIGEL BARBER TRUSTEE 0.10 X 0 0 0 RANDY LAMM BERLIN TRUSTEE 0.10 X 0 0 0 LAURENCE O BOOTH TRUSTEE 0.10 X 0 0 0 LORI BRADLEY TRUSTEE 0.10 X 0 0 0 KAY BUCKSBAUM TRUSTEE 0.10 X 0 0 0 ROBERT J BUFORD TRUSTEE 0.50 X 0 0 0 LESLIE HENNER BURNS TRUSTEE 0.50 X 0 0 0 DEBRA A CAFARO TRUSTEE 0.10 X 0 0 0 MARION A CAMERON TRUSTEE 0.10 X 0 0 0 GREGORY C CASE TRUSTEE 0.10 X 0 0 0 DAVID CASPER TRUSTEE 0.30 X 0 0 0 BRUCE E CLINTON TRUSTEE 0.20 X 0 0 0 GEORGE P COLIS TRUSTEE 0.30 X 0 0 0 KEITH S CROW TRUSTEE 0.10 X 0 0 0 DR CHRISTOPER I CULP TRUSTEE 0.20 X 0 0 0 STEPHEN V D'AMORE TRUSTEE 0.10 X 0 0 0 TIMOTHY A DUFFY TRUSTEE 0.40 X 0 0 0 MIMI DUGINGER TRUSTEE 0.20 X 0 0 0 BRIAN W DUWE TRUSTEE 0.10 X 0 0 0 J BRADLEY FEWELL TRUSTEE 0.20 X 0 0 0 RICHARD C GODFREY TRUSTEE 0.10 X 0 0 0 GRAHAM C GRADY TRUSTEE 0.10 X 0 0 0 LORI JULIAN TRUSTEE 0.70 X 0 0 0 JARED KAPLAN TRUSTEE 0.50 X 0 0 0 GERALDINE KEEFE TRUSTEE 0.20 X 0 0 0 DONNA L KENDALL TRUSTEE 0.30 X 0 0 0 JAMES KOLAR TRUSTEE 0.10 X 0 0 0 JOSEPH A KONEN TRUSTEE 0.10 X 0 0 0 RANDALL S KROSZNER TRUSTEE 0.20 X 0 0 0 JOSEF LAKONISHOK TRUSTEE 0.20 X 0 0 0 PATTY LANE TRUSTEE 0.10 X 0 0 0 BETH MANNINO TRUSTEE 0.20 X 0 0 0 MARK G MCGRATH TRUSTEE 0.40 X 0 0 0 CHRISTOPHER MELVIN TRUSTEE 0.20 X 0 0 0 RENEE METCALF TRUSTEE 0.30 X 0 0 0 MARY PIVIROTTO MURLEY TRUSTEE 0.20 X 0 0 0 SYLVIA NEIL TRUSTEE 0.20 X 0 0 0 ELIZABETH PARKER TRUSTEE 0.20 X 0 0 0 GERALD PAULING TRUSTEE 0.50 X 0 0 0 JOSE LUIS PRADO TRUSTEE 0.10 X 0 0 0 DR IRWIN PRESS TRUSTEE 0.10 X 0 0 0 COL JENNIFER N PRITZKER TRUSTEE 0.10 X 0 0 0 DR MOHAN RAO TRUSTEE 0.30 X 0 0 0 BURTON X ROSENBERG TRUSTEE 0.30 X 0 0 0 KRISTEN C ROSSI TRUSTEE 0.30 X 0 0 0 EARL J RUSNAK JR TRUSTEE 0.70 X 0 0 0 E SCOTT SANTI TRUSTEE 0.10 X 0 0 0 STEVEN E SHEBIK TRUSTEE 0.80 X 0 0 0 ALEJANDRO SILVA TRUSTEE 0.30 X 0 0 0 MARLON SMITH TRUSTEE 0.10 X 0 0 0 WALTER SNODELL TRUSTEE 0.20 X 0 0 0 DANIEL E SULLIVAN JR TRUSTEE 0.20 X 0 0 0 SCOTT SWANSON TRUSTEE 0.20 X 0 0 0 NASRIN THIERER TRUSTEE 0.20 X 0 0 0 TERRENCE J TRUAX TRUSTEE 0.30 X 0 0 0 FREDERICK H WADDELL TRUSTEE 0.50 X 0 0 0 PAUL R WIGGIN TRUSTEE 0.50 X 0 0 0 ROBERT A WISLOW TRUSTEE 0.10 X 0 0 0 STACIE M FRANK ASSISTANT TREASURER 40.00 X 260557 0 18946 DAVID CHAMBERS VP FOR DEVELOPMENT (UNTIL 10/12/18) 40.00 X 233660 0 30334 KAREN RAHN SECRETARY 40.00 X 74496 0 16684 VANESSA MOSS VP FOR OPERATIONS 40.00 X 243332 0 41797 RICCARDO MUTI MUSIC DIRECTOR 40.00 X 1591276 0 0 ROBERT CHEN CONCERTMASTER 40.00 X 515753 0 57945 JOHN SHARP PRINCIPAL CELLO 40.00 X 296511 0 71308 JAY K FRIEDMAN PRINCIPAL TROMBONE 40.00 X 292000 0 71049 STEPHEN WILLIAMSON PRINCIPAL CLARINET 40.00 X 296752 0 52114 4333836 0 395194 134 0 1 0 RICCARDO MUTI 220 S MICHIGAN AVENUE CHICAGO IL 606042559 ARTIST PERFORMANCES 1829528 OPUS 3 ARTISTS 470 PARK AVE SOUTH 9TH FLOOR NORTH NEW YORK NY 10016 ARTIST PERFORMANCES 956360 TRAVTOURS INCORPORATED 72171 HIGHWAY 111 SUITE 202 PALM DESERT CA 92260 TRAVEL SERVICES 811702 DCM INC 261 WEST 35TH STREET SUITE 600 NEW YORK NY 10001 TELEMARKETING AND TELEFUNDRAISING 797711 KIMCO 3445 PEACHTREE ROAD NE SUITE 1275 ATLANTA GA 30326 JANITORAL SERVICES 715699 42 1662847 189900 28953227 12658644 30805974 TICKET SALES 711130 18538125 18538125 PERFORMANCE FEES 711130 6947186 6947186 OTHER PROGRAM RELATED REVENUE 711130 763983 763058 925 FACILITY RENTAL REVENUE 711130 428899 428899 PARKING LOT RENTAL REVENUE 711130 366788 366788 672116 110644 157037 404435 27717097 6161973 6161973 272034 447870 -175836 -175836 -175836 83303384 2121 76260785 18229 7042599 -16108 7026491 -99711 7126202 835854 1662847 651184 184670 184670 520725 190673 330052 264087 65965 72050421 27051999 -52545 14244993 X 600 600 1370490 297329 969950 103211 35034729 30749643 2616450 1668636 1601039 1432315 104537 64187 4693424 3640375 704080 348969 2176656 1769654 275257 131745 183164 81355 79325 22484 113006 113006 310632 310632 1335025 1335025 8598423 7134675 1441466 22282 4370005 3925414 272124 172467 737308 374843 185653 176812 359824 182932 90603 86289 2643373 2144874 225791 272708 2378783 2244908 63528 70347 147656 69913 11891 65852 5539175 5539175 4008214 3669614 319976 18624 265942 265942 CREDIT CARD FEES 632098 544427 87671 MUSIC & INSTRUMENT RENT 405638 296940 108698 MUSIC LICENSE FEES 322759 322759 EQUIPMENT RENTAL & MAIN 317183 317183 1152745 363217 373169 416359 78697891 59562970 15095646 4039275 3337197 758808 6248820 8520529 29665654 21502271 500701 377046 161401 227672 2259792 2051621 179011240 94253426 87817315 84757814 262692776 271139282 116037890 113615553 83895 114688 508805441 503065284 5832563 7170596 13134344 13157478 140876312 140915726 57679996 74861978 217523215 236105778 X 105398828 75021838 48878790 44318350 137004608 147619318 291282226 266959506 508805441 503065284 X -6647470 2478220 -20153470 X 0 1 X 1 0 X 35119674 30408215 23567693 35070114 30805974 154971670 35119674 30408215 23567693 35070114 30805974 154971670 16208113 138763557 4980963 5076230 4655238 4978476 6161973 25852880 180824550 161171743 0.76740 0.74280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 78697891 78697891 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 250000 250000 250000 250000 1000000 1500000 314587000 10500000 12801000 14887000 323051000 304786000 2843000 21643000 14685000 314587000 287993000 812000 30436000 14455000 304786000 303606000 9411000 -11389000 13635000 287993000 305453000 6867000 3862000 12576000 303606000 0.46040 0.43220 0.10740 0 0 25475169 25475169 125370584 74432361 50938223 258036 248287 9749 14055657 12398475 1657182 13851794 7174303 6677491 84757814 ALTERNATIVE INVESTMENTS - ABSOLUTE RETURN 30313322 F HEDGED EQUITIES 37784749 F PRIVATE EQUITY 27773852 F REAL ASSETS 9729388 F BENEFICIAL INTEREST IN TRUST AND OTHER 8014242 F 113615553 PENSION BENEFITS 52244977 OTHER LONG-TERM LIABILITIES 1082408 INTEREST RATE SWAP CONTRACTS 21534593 74861978 X 75186378 2478220 686927 3165147 72021231 1335025 -1305835 29190 72050421 99509098 686927 1305835 1992762 97516336 1335025 -20153470 -18818445 78697891 PART V, LINE 4: THE INVESTMENT COMMITTEE, WHICH OVERSEES ALL THE CORPORATION'S INVESTMENTS, OPERATES UNDER INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THESE POLICIES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT, OVER TIME, WILL MEET THE LONG-TERM OBJECTIVE OF A 5% REAL RETURN ON ASSETS. THE CORPORATION'S POLICY IS TO PRESERVE THE HISTORICAL DOLLAR VALUE OF PERMANENTLY RESTRICTED CONTRIBUTIONS, AND TO USE ANY OF THE INVESTMENT RETURNS AS IS PRUDENT CONSIDERING THE CORPORATION'S LONG- AND SHORT-TERM NEEDS, RESOURCES, DURATION AND PRESERVATION OF DONOR-RESTRICTED ENDOWMENT FUNDS, DONOR RESTRICTIONS, EXPECTED TOTAL RETURN ON ITS INVESTMENTS, PRICE LEVEL TRENDS, GENERAL ECONOMIC CONDITIONS, AND INVESTMENT POLICIES. PART X, LINE 2: INCOME TAXES: THE CORPORATION FOLLOWS THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THE GUIDANCE, THE CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE CORPORATION, CONTINUED TAX EXEMPT STATUS OF BONDS PAYABLE, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CORPORATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES (PART VIII, LINE 6B) -447,870. GAIN (LOSS) ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) -16,108. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) -651,184. COST OF GOODS SOLD (PART VIII, LINE 10B) -190,673. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES (PART VIII, LINE 6B) 447,870. (GAIN) LOSS ON SALE OF OTHER ASSETS (PART VIII, LINE 7C(II)) 16,108. FUNDRAISING EVENT EXPENSES (PART VIII, LINE 8B + LINE 9B) 651,184. COST OF GOODS SOLD (PART VIII, LINE 10B) 190,673. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST RATE SWAP FAIR VALUE ADJUSTMENT -5,386,852. CHANGE IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS -14,766,618. CENTRAL AMERICA AND THE CARIBBEAN 0 0 ALTERNATIVE INVESTMENTS (HEDGED EQUITY, ABSOLUTE RETURN AND PRIVATE EQUITY) IN THE CAYMAN ISLANDS. 62305888 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES THE CHICAGO SYMPHONY ORCHESTRA PERFORMED TWELVE CONCERTS IN FIVE ASIAN CITIES (TAIPEI, SHANGHAI, BEIJING, TOKYO AND OSAKA). THIS WAS THE ORCHESTRA'S NINTH TOUR TO ASIA AND THE 61ST INTERNATIONAL TOUR IN ITS HISTORY. 3803943 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING - PATRONS TOUR 24674 0 2 0 0 0 2 66134505 0 66134505 1 0 1 0 1 0 X X X X X X X 1 DCM INC 261 WEST 35TH STREET SUITE 600 NEW YORK NY 10001 TELEFUNDRAISING CAMPAIGNS 0 1023621 310632 712989 1023621 310632 712989 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SYMPHONY BALL 1296969 890898 406071 20250 8288 195866 15600 135026 CORPORATE NIGHT 1051427 719525 331902 12432 65562 1200 25945 7 150305 52424 97881 5379 2004 74048 31802 57782 2498701 1662847 835854 25629 22724 335476 48602 218753 651184 184670 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JEFF ALEXANDER PRESIDENT 516537 0 0 0 12962 0 11800 0 23217 0 564516 0 0 0 STACIE M FRANK ASSISTANT TREASURER 260295 0 0 0 262 0 10706 0 8240 0 279503 0 0 0 DAVID CHAMBERS VP FOR DEVELOPMENT (UNTIL 10/12/18) 233322 0 0 0 338 0 10175 0 20159 0 263994 0 0 0 VANESSA MOSS VP FOR OPERATIONS 242261 0 0 0 1071 0 13882 0 27915 0 285129 0 0 0 RICCARDO MUTI MUSIC DIRECTOR 1591276 0 0 0 0 0 0 0 0 0 1591276 0 0 0 ROBERT CHEN CONCERTMASTER 514970 0 0 0 783 0 20471 0 37474 0 573698 0 0 0 JOHN SHARP PRINCIPAL CELLO 295116 0 0 0 1395 0 37293 0 34015 0 367819 0 0 0 JAY K FRIEDMAN PRINCIPAL TROMBONE 288925 0 0 0 3075 0 43334 0 27715 0 363049 0 0 0 STEPHEN WILLIAMSON PRINCIPAL CLARINET 296003 0 0 0 749 0 16540 0 35574 0 348866 0 0 0 PART I, LINE 1A CHARTER TRAVEL IS PROVIDED FOR ALL EMPLOYEES DURING CERTAIN FOREIGN AND DOMESTIC TOURS WHEN DEEMED MORE ECONOMICAL. A ILLINOIS FINANCE AUTHORITY-PART II-COL A 861091967 45200FGY9 2008-05-29 83015000 SEE PART VI 0 0 0 B ILLINOIS FINANCE AUTHORITY-PART II-COL B 861091667 000000000 2018-06-01 46100000 SEE PART VI 0 0 0 A 83015000 620000 81364393 722487 308120 1997 1 0 1 1 B 46100000 1997 1 0 1 1 A 0 0 1 1 1 0 0 0 1 B 0 1 1 1 1 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: ILLINOIS FINANCE AUTHORITY-PART II-COL A DATE THE REBATE COMPUTATION WAS PERFORMED: 05/20/2013 ISSUER NAME: ILLINOIS FINANCE AUTHORITY-PART II-COL B DATE THE REBATE COMPUTATION WAS PERFORMED: 06/01/2018 SCHEDULE K SUPPLENTAL INFORMATION PART I, LINE A, COLUMN (F): THE BONDS WERE ISSUED TO (I) REFINANCE A LINE OF CREDIT TO THE CHICAGO SYMPHONY ORCHESTRA (THE SYMPHONY) FROM THE NORTHERN TRUST COMPANY (THE LINE OF CREDIT) AND PAY OR REIMBURSE THE SYMPHONY FOR CERTAIN COSTS RELATING TO THE CONVERSION OF THE INTEREST RATE MODE (THE SERIES 2002 CONVERSION) ON THE $80,650,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT OF THE ILLINOIS EDUCATIONAL FACILITIES AUTHORITY REVENUE REFUNDING BONDS, CHICAGO SYMPHONY ORCHESTRA, SERIES 2002 (THE SERIES 2002 BONDS) AND (II) PAY A PORTION OF THE INTEREST ON THE BONDS AND CERTAIN COSTS OF ISSUANCE OF THE BONDS (INCLUDING CREDIT ENHANCEMENT). THE PROCEEDS OF THE LINE OF CREDIT WERE USED TO FINANCE A PORTION OF THE COSTS OF (I) FINANCING THE MANDATORY PURCHASE OF THE SERIES 2002 BONDS BY THE SYMPHONY IN CONNECTION WITH THE SERIES 2002 CONVERSION, (II) PAYING CERTAIN COSTS AND EXPENSES RELATED TO (A) THE INCURRENCE AND MAINTENANCE OF THE LINE OF CREDIT, AND (B) THE SERIES 2002 CONVERSION, AND (III) PAYING ACCRUED INTEREST ON THE LINE OF CREDIT. THE SERIES 2002 BONDS WERE ISSUED ON DECEMBER 19, 2002 TO REFUND ALL OF THE $77,900,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT OF THE ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1996 (CHICAGO SYMPHONY ORCHESTRA PROJECT) (THE SERIES 1996 BONDS), (II) PAY A PORTION OF INTEREST ON THE SERIES 2002 BONDS, AND (III) PAY A PORTION OF COSTS OF ISSUANCE (INCLUDING BOND INSURANCE PREMIUM). THE 1996 BONDS WERE ISSUED ON JUNE 12, 1996 TO (I) FINANCE, REFINANCE AND REIMBURSE THE SYMPHONY FOR CERTAIN COSTS RELATING TO THE RENOVATION AND EXPANSION OF ORCHESTRA HALL AND SURROUNDING PROPERTIES, (II) PAY A PORTION OF INTEREST ON THE SERIES 1996 BONDS, (III) PAY OR REIMBURSE THE SYMPHONY FOR A PORTION OF THE INTEREST ON THE $50,000,000 ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1994 (CHICAGO SYMPHONY ORCHESTRA PROJECT), AND (IV) PAY CERTAIN COSTS RELATING TO LETTERS OF CREDIT AND COSTS OF ISSUANCE. SCHEDULE K, SUPPLEMENTAL INFORMATION: PART I, LINE B, COLUMN (F): THE BONDS WERE ISSUED TO CURRENTLY REFUND THE $50,000,000 ORIGINAL AGGREGATE PRINCIPAL AMOUNT ILLINOIS DEVELOPMENT FINANCE AUTHORITY VARIABLE/FIXED RATE DEMAND REVENUE BONDS, SERIES 1994 (CHICAGO SYMPHONY ORCHESTRA PROJECT) (THE SERIES 1994 BONDS). THE SERIES 1994 BONDS WERE ISSUED ON JUNE 23, 1994. THE SERIES 1994 BONDS WERE ISSUED TO (I) FINANCE OR REIMBURSE A PORTION OF THE COSTS OF FACILITIES OF THE SYMPHONY ( THE PRIOR PROJECT), (II) REFINANCE A LOAN MADE FROM THE NORTHERN TRUST COMPANY TO THE SYMPHONY FOR THE PURPOSE OF PAYING THE COSTS OF A FEASIBILITY STUDY RELATING TO THE PRIOR PROJECT AND FUNDING AN EARNEST MONEY DEPOSIT RELATING TO THE ACQUISITION OF CERTAIN REAL ESTATE ON WHICH A PORTION OF THE PRIOR PROJECT IS NOW LOCATED, (III) REFINANCE A LOAN MADE FROM THE NORTHERN TRUST COMPANY AND THE SANWA BANK, LIMITED, ACTING THROUGH ITS CHICAGO BRANCH, TO THE SYMPHONY FOR THE PURPOSE OF PAYING THE COSTS OF THE ACQUISITION OF REAL ESTATE (INCLUDING BUILDINGS LOCATED THEREON) ON WHICH A PORTION OF THE PRIOR PROJECT IS NOW LOCATED, (IV) FINANCE THE PAYMENT OF A PORTION OF THE INTEREST ON THE SERIES 1994 BONDS DURING THE PERIOD OF COMPLETION OF THE PRIOR PROJECT, (V) PAY CERTAIN COSTS RELATING TO THE ISSUANCE AND MAINTENANCE OF A CREDIT FACILITY DURING THE PERIOD OF COMPLETION OF THE PRIOR PROJECT AND (VI) PAY CERTAIN COSTS RELATING TO THE ISSUANCE OF THE SERIES 1994 BONDS. X 80 12424121 FMV - STOCK GIFTS X AIRFARE MILES 1 206400 FAIR MARKET VALUE X COUGH DROPS 1 28123 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): LINE 9: THE NUMBER OF CONTRIBUTIONS FOR THE SECURITIES - PUBLICLY TRADED IS THE NUMBER OF STOCK GIFTS RECEIVED, NOT THE NUMBER OF DONORS OR SHARES CONTRIBUTED. PART I, LINE 32B: PUBLICLY TRADED SECURITIES ARE SOLD VIA A STOCK BROKERAGE ACCOUNT HELD AT THE CORPORATION'S PRIMARY BANKING RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP 1: DAVID P. HACKETT, BETH MANNINO BUSINESS RELATIONSHIP 2: ALEJANDRO SILVA, JOSE LUIS PRADO BUSINESS RELATIONSHIP 3: JAY L. HENDERSON, E. SCOTT SANTI BUSINESS RELATIONSHIP 4: RICHARD C. GODFREY, KEITH S. CROW BUSINESS RELATIONSHIP 5: DEBORA DE HOYOS, JOHN R. SCHMIDT BUSINESS RELATIONSHIP 6: FREDERICK A. KREHBIEL, DONALD G. LUBIN BUSINESS RELATIONSHIP 7: JAY L. HENDERSON, JOSE LUIS PRADO, FREDERICK H. WADDELL BUSINESS RELATIONSHIP 8: DEBRA A. CAFARO, SCOTT C. SWANSON BUSINESS RELATIONSHIP 9: GERALD L. PAULING II, BURTON X. ROSENBERG BUSINESS RELATIONSHIP 10: WALTER CARLSON (SPOUSE OF DEBORA DE HOYOS) CHARLES W. DOUGLAS, R. EDEN MARTIN, NEWTON N. MINOW FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CHICAGO SYMPHONY ORCHESTRA (THE "CORPORATION") ARE DESIGNATED AS GOVERNING MEMBERS. GOVERNING MEMBERS ARE ELECTED FROM AMONG PERSONS WHO HAVE DEMONSTRATED A SIGNIFICANT INTEREST IN THE CSO AND WHO MEET SUCH ADDITIONAL CRITERIA AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME DETERMINE. FORM 990, PART VI, SECTION A, LINE 7A GOVERNING MEMBERS RATIFY THE ELECTION OF GOVERNING MEMBERS AND, AT EACH ANNUAL MEETING, THE FULLY RATIFIED GOVERNING MEMBERS ELECT REGULAR AND LIFE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B CSO STAFF PREPARES FORM 990, AND IT IS REVIEWED BY OUR TAX ADVISOR. STAFF AND THE TAX ADVISOR DISCUSS AND REVIEW THE ENTIRE FORM 990 AND FORM 990-T WITH MEMBERS OF THE CSO AUDIT COMMITTEE, WHO REVIEW AND ACCEPT IT BEFORE IT IS FILED AS SET FORTH IN THE COMMITTEE AUTHORITY AND RESPONSIBILITY SECTION OF THE AUDIT COMMITTEE CHARTER. AT ITS SPRING MEETING, THE BOARD OF TRUSTEES WAS REMINDED OF THE AUDIT COMMITTEE'S RESPONSIBILITY TO REVIEW AND APPROVE THE ANNUAL TAX RETURNS. THE 2018 FORM 990 AND FORM 990-T WERE REVIEWED AND APPROVED AT THE APRIL 28, 2020 MEETING OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CSO MAINTAINS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL TRUSTEES, THE EXECUTIVE COMMITTEES OF CERTAIN AUXILIARY OPERATIONS OPERATING UNDER THE CSO'S BYLAWS, SENIOR MANAGEMENT AND OTHER DESIGNATED STAFF MEMBERS, AND NON-TRUSTEE MEMBERS OF TRUSTEE COMMITTEES. THE POLICY REQUIRES EACH PERSON TO WHOM THE POLICY APPLIES TO COMPLETE AN ANNUAL DISCLOSURE QUESTIONNAIRE THAT DISCLOSES ANY BUSINESS OR FINANCIAL INTEREST, WHICH MIGHT REASONABLY BE EXPECTED TO GIVE RISE TO A POSSIBLE CONFLICT BETWEEN THE INTEREST OF THE CSO AND THE INTEREST OF SUCH PERSON. THE POLICY FORBIDS SUCH INDIVIDUALS FROM VOTING ON OR USING THEIR PERSONAL INFLUENCE IN CONNECTION WITH SUCH BUSINESS OR FINANCIAL ISSUES. IN THE EVENT THE CSO DOES CONDUCT BUSINESS WITH A RELATED PARTY, THE FINANCIAL TERMS OF THOSE RELATIONSHIPS ARE REPORTED ANNUALLY TO THE AUDIT COMMITTEE, WHOSE MEMBERS ARE INDEPENDENT PER THE TERMS OF ITS CHARTER. THE CSO REQUIRES EACH NON-UNION EMPLOYEE TO CONDUCT THEMSELVES IN ACCORDANCE WITH THE CODE OF BUSINESS CONDUCT AND ETHICS, APPROVED BY THE BOARD OF TRUSTEES, AND TO SIGN AN ANNUAL STATEMENT ACKNOWLEDGING THEIR UNDERSTANDING OF AND COMPLIANCE WITH THE CODE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT INCLUDED A MEETING ON OCTOBER 1, 2018, OF THE HUMAN RESOURCES COMMITTEE, WHICH WAS COMPRISED OF FIVE INDEPENDENT TRUSTEES AND TWO NON-TRUSTEES. THE COMMITTEE REVIEWED THE COMPENSATION ARRANGEMENTS AND PEER BENCHMARK DATA BASED ON SIZE OF BUDGET AND SCOPE OF MANAGEMENT RESPONSIBILITY. PUBLISHED COMPENSATION SURVEYS FOR NON-PROFIT ORGANIZATIONS WERE ALSO REVIEWED. RECOMMENDATIONS WERE MADE TO THE COMMITTEE AND ACCEPTED, AND THE DELIBERATIONS OF THE COMMITTEE WERE DOCUMENTED IN THE MINUTES OF THE MEETING. THE PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES INCLUDED A MEETING ON OCTOBER 1, 2018, OF THE HUMAN RESOURCES COMMITTEE, WHICH WAS COMPRISED OF FIVE INDEPENDENT TRUSTEES AND TWO NON-TRUSTEES. THE COMMITTEE REVIEWED THE COMPENSATION ARRANGEMENTS AND PEER BENCHMARK DATA BASED ON SIZE OF BUDGET AND SCOPE OF MANAGEMENT RESPONSIBILITY. PUBLISHED COMPENSATION SURVEYS FOR NON-PROFIT ORGANIZATIONS WERE ALSO REVIEWED. RECOMMENDATIONS WERE MADE TO THE COMMITTEE AND ACCEPTED, AND THE DELIBERATIONS OF THE COMMITTEE WERE DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST PURSUANT TO THE GUIDELINES OF SECTION 6104(D). FORM 990, PART IX, LINE 11G GUEST CONDUCTORS, ARTISTS AND COMPOSERS: PROGRAM SERVICE EXPENSES 6,254,111. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,771. TOTAL EXPENSES 6,255,882. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 880,564. MANAGEMENT AND GENERAL EXPENSES 1,441,466. FUNDRAISING EXPENSES 20,511. TOTAL EXPENSES 2,342,541. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP FAIR VALUE ADJUSTMENTS -5,386,852. CHANGES IN PENSION PLAN ASSETS AND BENEFIT OBLIGATIONS -14,766,618.