2020-03-12T15:54:48-05:00 2019-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2018-07-01 237300636 AMERICAN SYMPHONY ORCHESTRA LEAGUE D/B/A LEAGUE OF AMERICAN ORCHESTRAS AMER 2122625161 520 8TH AVE NO 2005 NEW YORK NY 10018 JESSE ROSEN PRES/CHIEF EXECUTIVE OFFICER 2122625161 2020-03-11 1 MAGDALENA M CZERNIAWSKI P00227472 2125038800 2020-03-11 100.1.21.12 2020-03-11 13:01:56 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E99CEA45C307B5E011B655275064C3D25F8033D4 2018 2020-09-23 17:36:50Z X LEAGUE OF AMERICAN ORCHESTRAS JESSE ROSEN 520 8TH AVE NO 2005 NEW YORK NY 10018 9953080 0 X WWW.AMERICANORCHESTRAS.ORG X 1962 NY TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 44 43 32 47 158563 0 3964832 8960651 905390 873822 122994 104244 15113 14363 5008329 9953080 1626250 2148105 0 0 3095325 3345816 0 0 807234 2359297 2754137 7080872 8248058 -2072543 1705022 9130271 10934684 975181 873014 8155090 10061670 X TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 0 0 3817312 2148105 727722 LEARNING AND LEADERSHIP DEVELOPMENTTHE LEAGUE OFFERS A VARIETY OF SEMINARS, FELLOWSHIPS, MENTORING CIRCLES, ONLINE LEARNING, AND MEETINGS THROUGH WHICH ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN BUILD VALUABLE LEADERSHIP SKILLS TO ADDRESS THEIR ORCHESTRAS' SHORT- AND LONG-TERM CHALLENGES AND EVALUATE AND IMPROVE GOVERNANCE PRACTICE. THE ANNUAL NATIONAL CONFERENCE OFFERS ADDITIONAL OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE SOLUTIONS TO COMMON PROBLEMS. 989150 COMMUNICATIONS AND PUBLIC RELATIONSTHE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS, FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. 308722 RESEARCH AND DEVELOPMENTTHE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. 1189607 ADVOCACY & MEMBER SERVICESTHE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. MEMBER SERVICESTHE LEAGUE PROVIDES MORE THAN 800 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS AND NEW APPOINTMENTS AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. MEMBERS ARE INVITED TO PARTICIPATE IN LIST-SERVES, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. 1189607 6304791 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 44 43 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MARK MARTIN FINANCE DIR 6468224022 520 8TH AVE RM 2005 NEW YORK NY 10018 AARON FLAGG DIRECTOR 2.00 X 0 0 0 ALAN MASON DIRECTOR 2.00 X 0 0 0 ALAN MCINTYRE DIRECTOR 2.00 X 0 0 0 ALAN PIERSON DIRECTOR 2.00 X 0 0 0 ALAN VALENTINE DIRECTOR 2.00 X 0 0 0 ALBERTA ARTHURS DIRECTOR 2.00 X 0 0 0 ALFRED MOORE DIRECTOR 2.00 X 0 0 0 ANNE PARSONS DIRECTOR (OUTGOING) 2.00 X 0 0 0 ANTHONY MCGILL DIRECTOR 2.00 X 0 0 0 BURTON ALTER TREASURER 4.00 X X 0 0 0 CATHERINE C MOYE DIRECTOR 2.00 X 0 0 0 CHARLES DICKERSON III DIRECTOR 2.00 X 0 0 0 DANIEL BERNARD ROUMAIN DIRECTOR 2.00 X 0 0 0 DAVID ALAN MILLER DIRECTOR 2.00 X 0 0 0 DAVID M ROTH SECRETARY 4.00 X X 0 0 0 DAVID WHITEHILL DIRECTOR 2.00 X 0 0 0 DOUGLAS M HAGERMAN CHAIR 4.00 X X 0 0 0 GARY GINSTLING DIRECTOR 2.00 X 0 0 0 GLORIA DEPASQUALE DIRECTOR 2.00 X 0 0 0 HEATHER CLARKE DIRECTOR 2.00 X 0 0 0 HELEN SHAFFER SECRETARY 4.00 X X 0 0 0 HENRY PEYREBRUNE DIRECTOR 2.00 X 0 0 0 HUGH W LONG PHD DIRECTOR 2.00 X 0 0 0 ISAAC THOMPSON DIRECTOR 2.00 X 0 0 0 JENNIFER MONDIE DIRECTOR 2.00 X 0 0 0 JERROLD EBERHARDT DIRECTOR 2.00 X 0 0 0 JESSE ROSEN PRESIDENT AND CEO, DIRECTOR 37.50 X X 312899 0 29342 JIM HASLER DIRECTOR 2.00 X 0 0 0 KJRISTINE LUND DIRECTOR 2.00 X 0 0 0 LESTER ABBERGER DIRECTOR 2.00 X 0 0 0 LOWELL J NOTEBOOM DIRECTOR 2.00 X 0 0 0 MARIAN GODFREY DIRECTOR 2.00 X 0 0 0 MARK JUNG DIRECTOR 2.00 X 0 0 0 MARY PATTON DIRECTOR 2.00 X 0 0 0 MATTHEW VANBESIEN DIRECTOR 2.00 X 0 0 0 MEGEN BALDA DIRECTOR 2.00 X 0 0 0 MELANIE CLARKE VICE CHAIR 4.00 X X 0 0 0 PATRICIA A RICHARDS DIRECTOR 2.00 X 0 0 0 PENNY VAN HORN DIRECTOR 2.00 X 0 0 0 PRATICHI SHAH DIRECTOR 2.00 X 0 0 0 ROBERT J WAGNER DIRECTOR 2.00 X 0 0 0 SARA MUMMEY DIRECTOR (OUTGOING) 2.00 X 0 0 0 SHEILA WILLIAMS DIRECTOR 2.00 X 0 0 0 STEVE C PARRISH VICE CHAIR 4.00 X X 0 0 0 TERRY ANN WHITE DIRECTOR 2.00 X 0 0 0 TIFFANY AMMERMAN DIRECTOR (OUTGOING) 2.00 X 0 0 0 TRINE SORENSEN DIRECTOR 2.00 X 0 0 0 CELESTE WROBLEWSKI VP OF MARKETING & COMMUNICATION 37.50 X 164107 0 37234 HEATHER NOONAN VP ADVOCACY 37.50 X 168605 0 30817 KAREN YAIR VP PROGRAMS 37.50 X 156941 0 30356 MARC MARTIN SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION 37.50 X 108663 0 37971 SARAH KELLY VP OF DEVELOPMENT 37.50 X 174267 0 0 ROBERT SANDLA EDITOR IN CHIEF SYMPHONY MAGAZINE 37.50 X 109503 0 16164 1194985 0 181884 7 0 1 0 W4 SIGHT LLC 53 W JACKSON SUITE 726 CHICAGO IL 60604 PROJECT MANAGER FOR TECHNOLOGY IMPLEMENT 116955 1 1999434 144875 6816342 37537 8960651 MEETINGS AND SEMINARS 900099 725492 725492 SYMPHONY MAGAZINE 541800 148330 148330 873822 104244 104244 WEBSITE POSTING 900099 10233 10233 OTHER REVENUE 900099 2230 2230 MAILING LIST 900099 1900 1900 14363 9953080 727722 158563 106144 2106705 2106705 41400 41400 1355505 885178 293105 177222 1522629 953883 286921 281825 37980 22749 6435 8796 199970 113956 27320 58694 229732 146212 45879 37641 55361 55361 81979 81979 12052 12052 771753 619256 145712 6785 278715 197750 67386 13579 214481 160614 15481 38386 576637 398088 80488 98061 248388 209998 27062 11328 383330 298812 34585 49933 37753 14710 10140 12903 16813 6907 8232 1674 EQUIP RENTAL & REPAIRS 41623 34429 3040 4154 BAD DEBT 12783 12783 STAFF TRAINING 11763 8197 1605 1961 MISCELLENAOUS 10706 3968 2446 4292 8248058 6304791 1136033 807234 300 300 1333332 1660111 2450533 3535868 104659 122495 121440 236461 2514188 2389801 64716 124387 4912282 4928453 143009 326609 9130271 10934684 340686 233178 528652 601841 105843 37995 975181 873014 X 989388 812837 3604571 5687702 3561131 3561131 8155090 10061670 9130271 10934684 1705022 201558 0 X X 0 1 X 1 0 X 4680526 8131172 5219873 3964832 8960651 30957054 4680526 8131172 5219873 3964832 8960651 30957054 10205911 20751143 100801 73944 73913 84699 104244 437601 20305 10433 31735 15113 14363 91949 31486604 3073793 0.65900 0.75260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2014 AMOUNT: $ 20,305. 2015 AMOUNT: $ 10,433. 2016 AMOUNT: $ 31,735. 2017 AMOUNT: $ 13,713. 2018 AMOUNT: $ 2,230. MAILING LIST - 2017 AMOUNT: $ 1,400. 2018 AMOUNT: $ 1,900. WEBSITE POSTINGS - 2018 AMOUNT: $ 10,233. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5450 76529 81979 8166079 8248058 562403 140601 0 0 407875 503063 505522 562403 1978863 2968295 67663 76995 86477 81979 313114 101969 125766 126381 140601 494717 742076 5006 4950 9865 5450 25271 PART I-A, LINE 1: THE LEAGUE CONDUCTED DIRECT LOBBYING ON BEHALF OF ITS CONSTITUENT ORCHESTRA MEMBERS, AND GRASSROOTS LOBBYING IN PARTNERSHIP WITH OTHER NATIONAL ARTS AND NONPROFIT SERVICE ORGANIZATIONS, RELATED TO APPROPRIATIONS FOR NATIONAL ENDOWMENT FOR THE ARTS, INTERNATIONAL CULTURAL EXCHANGE AND ARTS EDUCATION PROGRAMMING, AND SUPPORT FOR ARTS EDUCATION IN THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT. LEAGUE STAFF WERE ALSO INVOLVED IN EFFORTS RELATED TO VISA AND TAX REQUIREMENTS FOR INTERNATIONAL GUEST ARTISTS, CHARITABLE GIVING INCENTIVES, PROTECTING THE USE OF WIRELESS MICROPHONES, AND SUPPORTIVE POLICIES FOR DOMESTIC AND INTERNATIONAL TRAVEL AND USE OF MUSICAL INSTRUMENTS. 0 4347436 249880 185000 4412316 4341007 348276 341847 4347436 4043032 497975 200000 4341007 4111835 181197 250000 4043032 4350577 100000 -88742 250000 4111835 0.80710 0.19290 0 0 934423 904923 29500 221819 218012 3807 1357946 1266866 91080 124387 DEFERRED RENT 37995 37995 X 10142586 201558 201558 9941028 12052 12052 9953080 8236006 0 8236006 12052 12052 8248058 PART V, LINE 4: THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. PART X, LINE 2: THE LEAGUE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. 1 INTERSECTION 2708 MASHBURN ROAD NASHVILLE TN 37210 501(C)(3) 6500 FEE FOR CONFERENCE PERFORMANCE PROJECT 440 1315 WALNUT STREET STE 320 PHILADELPHIA PA 19107 205455597 501(C)(3) 15000 FUTURE'S FUND GRANT FOX VALLEY SYMPHONY ORCHESTRA 111 W COLLEGE AVENUE STE 550 APPLETON WI 54911 391089489 501(C)(3) 15000 FUTURE'S FUND GRANT NEW BEDFORD SYMPHONY ORCHESTRA 684 PURCHASE STREET NEW BEDFORD MA 02740 042658082 501(C)(3) 15000 FUTURE'S FUND GRANT LUBBOCK SYMPHONY ORCHESTRA 601 AVENUE K LUBBOCK TX 79401 756001993 501(C)(3) 15000 FUTURE'S FUND GRANT LIMA SYMPHONY ORCHESTRA 133 N ELIZABETH STREET LIMA OH 45801 344465022 501(C)(3) 15000 FUTURE'S FUND GRANT INNER CITY YOUTH ORCHESTRA OF LOS ANGELES 6820 S LA TIJERA BLVD STE 201 LOS ANGELES CA 90045 453622466 501(C)(3) 15000 FUTURE'S FUND GRANT GREENSBORO SYMPHONY ORCHESTRA 200 N DAVIE STREET BOX 10 GREENSBORO NC 27401 566063111 501(C)(3) 15000 FUTURE'S FUND GRANT EVANSVILLE PHILHARMONIC 401 SE 6TH STREET STE 105 EVANSVILLE IN 47713 350965634 501(C)(3) 15000 FUTURE'S FUND GRANT CHICAGO YOUTH SYMPHONY ORCHESTRAS 410 S MICHIGAN AVENUE STE 833 CHICAGO IL 60605 366109808 501(C)(3) 15000 FUTURE'S FUND GRANT EL PASO SYMPHONY ORCHESTRA 1 CIVIC CENTER PLAZA EL PASO TX 79901 746000772 501(C)(3) 15000 FUTURE'S FUND GRANT CONTEMPORARY YOUTH ORCHESTRA 12210 EUCLID AVENUE CLEVELAND OH 44106 341820263 501(C)(3) 15000 FUTURE'S FUND GRANT THE BOSTON MODERN ORCHESTRA PROJECT 376 WASHINGTON STREET MALDEN MA 02148 043238554 501(C)(3) 15000 FUTURE'S FUND GRANT CENTRAL OHIO SYMPHONY 24 EAST WINTER STREET PO BOX 619 DELAWARE OH 43015 311009672 501(C)(3) 15000 FUTURE'S FUND GRANT CALIFORNIA SYMPHONY ORCHESTRA 1475 N BROADWAY STE 420 WALNUT CREEK CA 94596 943024038 501(C)(3) 15000 FUTURE'S FUND GRANT AMERICAN YOUTH PHILHARMONIC ORCHESTRA 4026 HUMMER ROAD ANNANDALE VA 22003 541064716 501(C)(3) 15000 FUTURE'S FUND GRANT VIRGINIA ORCHESTRA GROUP 150 BOUSH STREET SUITE 201 NORFOLK VA 23510 546000598 501(C)(3) 15000 CATALYST FUND GRANT EMPIRE STATE YOUTH ORCHESTRA 432 STATE STREET SCHENECTADY NY 12305 222317557 501(C)(3) 15000 FUTURE'S FUND GRANT YOUTH ORCHESTRAS OF SAN ANTONIO 106 AUDITORIUM CIRCLE STE 130 SAN ANTONIO TX 78205 741926713 501(C)(3) 15000 FUTURE'S FUND GRANT THE WHARTON INSTITUTE FOR THE PERFORMING ARTS 570 CENTRAL AVENUE NEW PROVIDENCE NJ 07974 222609457 501(C)(3) 21000 CATALYST FUND GRANT KALEIDOSCOPE CHAMBER ORCHESTRA 1725 FEDERAL AVENUE 1 LOS ANGELES CA 90025 472132825 501(C)(3) 21040 CATALYST FUND GRANT ILLINOIS PHILHARMONIC ORCHESTRA 377 ARTISTS WALK PARK FOREST IL 604662059 363293300 501(C)(3) 22915 CATALYST FUND GRANT CHICAGO SINFONIETTA 70 EAST LAKE STREET STE 1430 CHICAGO IL 606017650 363517987 501(C)(3) 25000 CATALYST FUND GRANT ALBANY SYMPHONY ORCHESTRA 19 CLINTON AVENUE ALBANY NY 12207 146013010 501(C)(3) 25000 CATALYST FUND GRANT CINCINNATI SYMPHONY ORCHESTRA 1241 ELM STREET CINCINNATI OH 45202 310537080 501(C)(3) 25000 CATALYST FUND GRANT DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT MI 48201 381385132 501(C)(3) 25000 CATALYST FUND GRANT GRAND RAPIDS SYMPHONY SOCIETY 300 OTTAWA AVENUE NW STE 100 GRAND RAPIDS MI 49503 386005447 501(C)(3) 25000 CATALYST FUND GRANT THE HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 042126598 501(C)(3) 25000 CATALYST FUND GRANT INDIANAPOLIS SYMPHONY ORCHESTRA 32 E WASHINGTON STREET STE 600 INDIANAPOLIS IN 462042919 350998627 501(C)(3) 25000 CATALYST FUND GRANT CHARLOTTE SYMPHONY ORCHESTRA SOCIETY 128 S TRYON STREET STE 350 CHARLOTTE NC 28202 566011568 501(C)(3) 25000 CATALYST FUND GRANT LOS ANGELES PHILHARMONIC 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 951696734 501(C)(3) 25000 CATALYST FUND GRANT NASHVILLE SYMPHONY ASSOCIATION 1 SYMPHONY PLACE NASHVILLE TN 37201 620550979 501(C)(3) 25000 CATALYST FUND GRANT NEW WORLD SYMPHONY 500 17TH STREET MIAMI BEACH FL 33139 592809056 501(C)(3) 25000 CATALYST FUND GRANT EAST BAY PERFORMING ARTS DBA OAKLAND SYMPHONY 1440 BROADWAY STE 405 OAKLAND CA 94612 943081554 501(C)(3) 25000 CATALYST FUND GRANT OREGON SYMPHONY ASSOCIATION 921 SW WASHINGTON STREET STE 200 PORTLAND OR 972052819 930446527 501(C)(3) 25000 CATALYST FUND GRANT SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 941024585 941156284 501(C)(3) 25000 CATALYST FUND GRANT SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 98111 910667412 501(C)(3) 25000 CATALYST FUND GRANT THE PHILADELPHIA ORCHESTRA ASSOCIATION 1 SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231352289 501(C)(3) 25000 CATALYST FUND GRANT THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY 408 SAINT PETER STREET 3RD FLOOR SAINT PAUL MN 55102 410829498 501(C)(3) 25000 CATALYST FUND GRANT LOUISIANA PHILHARMONIC ORCHESTRA 2533 COLUMBUS STREET STE 202 NEW ORLEANS LA 70119 721189023 501(C)(3) 25000 CATALYST FUND GRANT CHICAGO YOUTH SYMPHONY ORCHESTRAS 410 S MICHIGAN AVENUE STE 833 CHICAGO IL 60605 366109808 501(C)(3) 25000 CATALYST FUND GRANT NEW HAVEN SYMPHONY ORCHESTRA 4 HAMILTON STREET NEW HAVEN CT 065115905 066000592 501(C)(3) 40000 FUTURE'S FUND GRANT VIRGINIA ORCHESTRA GROUP 150 BOUSH STREET SUITE 201 NORFOLK VA 23510 546000598 501(C)(3) 40000 FUTURE'S FUND GRANT EUGENE SYMPHONY ASSOCIATION 115 WEST 8TH AVENUE EUGENE OR 97401 930556298 501(C)(3) 40000 FUTURE'S FUND GRANT PHOENIX SYMPHONY ASSOCIATION 1 NORTH FIRST STREET STE 200 PHOENIX AZ 85004 866000134 501(C)(3) 40000 FUTURE'S FUND GRANT ST LUKE'S CHAMBER ENSEMBLE 450 WEST 37TH STREET NEW YORK NY 10018 510201839 501(C)(3) 40000 FUTURE'S FUND GRANT TOLEDO ALLIANCE FOR THE PERFORMING ARTS 1838 PARKWOOD AVENUE PO BOX 407 TOLEDO OH 436970407 344005365 501(C)(3) 40000 FUTURE'S FUND GRANT AMERICAN COMPOSER'S ORCHESTRA 494 8TH AVENUE STE 503 NEW YORK NY 10001 132838450 501(C)(3) 52000 WOMEN COMPOSER COMMISSION MUSICAL ARTS ASSOCIATION DBA THE CLEVELAND ORCHESTRA 11001 EUCLID AVENUE CLEVELAND OH 44106 340714468 501(C)(3) 75000 FUTURE'S FUND GRANT SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 98111 910667412 501(C)(3) 75000 FUTURE'S FUND GRANT SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 941024585 941156284 501(C)(3) 75000 FUTURE'S FUND GRANT OREGON SYMPHONY ASSOCIATION 921 SW WASHINGTON STREET STE 200 PORTLAND OR 972052819 930446527 501(C)(3) 75000 FUTURE'S FUND GRANT BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 501(C)(3) 75000 FUTURE'S FUND GRANT NEW YORK PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 100236970 131664054 501(C)(3) 75000 FUTURE'S FUND GRANT NASHVILLE SYMPHONY ASSOCIATION 1 SYMPHONY PLACE NASHVILLE TN 37201 620550979 501(C)(3) 75000 FUTURE'S FUND GRANT MINNESOTA ORCHESTRAL ASSOCIATION 1111 NICOLLET MALL MINNEAPOLIS MN 55403 410693875 501(C)(3) 75000 FUTURE'S FUND GRANT LOS ANGELES PHILHARMONIC 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 951696734 501(C)(3) 75000 FUTURE'S FUND GRANT UTAH SYMPHONY & OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 510145980 501(C)(3) 75000 FUTURE'S FUND GRANT DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT MI 48201 381385132 501(C)(3) 75000 FUTURE'S FUND GRANT THE SAINT PAUL CHAMBER ORCHESTRA SOCIETY 408 SAINT PETER STREET 3RD FLOOR SAINT PAUL MN 55102 410829498 501(C)(3) 75000 FUTURE'S FUND GRANT CINCINNATI SYMPHONY ORCHESTRA 1241 ELM STREET CINCINNATI OH 45202 310537080 501(C)(3) 75000 FUTURE'S FUND GRANT 61 WOMEN COMPOSER COMMISSION 2 15000 PERFORMANCE AT ANNUAL CONFERENCE 1 7500 PANELIST FOR REGRANTING / AWARDS 10 5900 FORD MUSICIAN AWARD 5 12500 FEE FOR CONFERENCE PERFORMANCE 1 500 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT TWO GRANT REPORTS: AN INTERIM REPORT AND FINAL REPORT. GRANTEES ARE ASKED TO DECRIBE HOW THE FUNDS WERE ULTIMATELY USED FOR THEIR WORK. THE SECOND-YEAR GRANT PAYMENT IS CONTIGENT ON DEMOSTRATION OF THE GRANTEE'S FULLFILLMENT OF ITS INTENDED WORK. X X X X 0 0 0 0 0 0 0 0 0 JESSE ROSEN PRESIDENT AND CEO, DIRECTOR 294399 0 0 0 18500 0 1748 0 27594 0 342241 0 0 0 CELESTE WROBLEWSKI VP OF MARKETING & COMMUNICATION 164107 0 0 0 0 0 884 0 36350 0 201341 0 0 0 HEATHER NOONAN VP ADVOCACY 150395 0 0 0 18210 0 915 0 29902 0 199422 0 0 0 KAREN YAIR VP PROGRAMS 156941 0 0 0 0 0 867 0 29489 0 187297 0 0 0 SARAH KELLY VP OF DEVELOPMENT 174267 0 0 0 0 0 0 0 0 0 174267 0 0 0 PART II, COLUMN B (III) AMOUNTS IN THIS COLUMN REPRESENT CONTRIBUTIONS TO A 457(B) RETIREMENT PLAN. X 370 37537 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER SHOWN ON COLUMN (B) REFLECTS THE NUMBER OF SHARES CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE LEAGUE OF AMERICAN ORCHESTRAS IS COMPRISED OF OVER 600 ORCHESTRA MEMBERS, 220 INSTITUTIONAL MEMBERS, AND 900 INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS AND OVERSEE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDANT ACCOUNTANT PREPARES THE FORM 990. MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND COLLECTED ANNUALLY AND IS DISCUSSED AT THE TIME THAT IT IS CIRCULATED. THE LEAGUE ALSO INVESTIGATES ANY CONFLICT(S) THAT MAY BE REPORTED BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 A STUDY WAS DONE TO DETERMINE THE PROPER COMPENSATION FOR THE CEO WHEN HIS CONTRACT WAS SIGNED IN 2008. THE FULL BOARD APPROVED THE CONTRACT. FOR OTHER OFFICERS HIRED DURING THE YEAR, THE ORGANIZATION ESTABLISHES SALARY LEVELS THAT ARE COMPARABLE TO THE LARGER ORCHESTRAS THROUGHOUT THE US. THE FULL BOARD ALSO APPROVES SALARIES OF OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.