BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-07-05
- IRS object ID
- 201701869349301460
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T12:00:59-07:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | 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 | Thomas D May | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6172661492 | PhoneNum |
| Signature | 2017-07-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Volpe | 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 | $225,146,632 | 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 | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1249 | TotalEmployeeCnt |
| Total Volunteers | 1320 | TotalVolunteersCnt |
| Total Gross UBI | $1,780,449 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $590,247 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,549,636 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,924,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,298,148 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,425,137 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,277,983 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,454,816 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,681,562 | PYOtherRevenueAmt |
| CY Other Revenue | $4,933,932 | CYOtherRevenueAmt |
| PY Total Revenue | $106,807,329 | PYTotalRevenueAmt |
| CY Total Revenue | $84,738,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,735,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,598,362 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,607,345 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,585,408 | PYOtherExpensesAmt |
| CY Other Expenses | $45,737,799 | CYOtherExpensesAmt |
| PY Total Expenses | $91,321,051 | PYTotalExpensesAmt |
| CY Total Expenses | $99,336,161 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,486,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,597,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $558,346,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $558,309,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,071,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,319,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $475,275,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $458,990,621 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $68,815,399 | ExpenseAmt |
| Revenue | $39,880,928 | RevenueAmt |
| Desc | Orchestra Music Programs: Through three distinct components-the Boston Symphony, the Boston Pops, and Tanglewood-the BSO offers some 320 concerts each year and reaches more than 1.2 million audience members. Internationally recognized as one of the finest orchestras, the BSO is also one of the world's largest orchestras as measured by scope of operations and the fourth-largest performing arts institution in the U.S. The 2015-2016 season began auspiciously with Music Director Andris Nelsons' signature on an extended contract through the 2021-2022 season, and his deepened connection to the orchestra developed and resonated throughout the year. Under Nelsons' direction, nearly 220,500 Winter Season tickets were distributed for 108 concerts, including BSO subscription season concerts, Open Rehearsals, BSO Chamber Players concerts, and concerts on tour in Europe and at Carnegie Hall in New York. Close to 194,000 Boston Pops tickets were sold for 86 concerts, including Holiday Pops, Spring Pops, Runout, Tours, and Special Productions. Notably, Spring Pops recorded a 24% increase in ticket sales over the previous season. In a year of record attendance, nearly 357, 000 tickets were distributed across all Tanglewood concerts, including BSO, Pops, Popular Artist, Tanglewood Music Center, Open Rehearsals, recitals, and visiting orchestras. The BSO received a 2016 Grammy Award (best orchestral performance) for its recording of Shostakovich's Symphony No. 10 and the Passacaglia from his opera "Lady Macbeth of Mtsensk." A highlight of the season's programming was the BSO's three-week festival devoted to works inspired by Shakespeare, marking the 400th anniversary of the author's death. Also notable, in late May, the BSO completed its second European tour under Nelsons' direction, solidifying the organization's renewed commitment to international performance. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,173,893 | ExpenseAmt |
| Revenue | $500,937 | RevenueAmt |
| Desc | Education: Education and community programs are integral to the BSO's mission and are delivered via two avenues: 1) The Tanglewood Music Center (TMC), BSO's summer academy for rising professional musicians; and 2) Education and Community Engagement Department programs for individuals of all backgrounds. The TMC serves as a bridge from the conservatory to the professional world, where promising young musicians gain access to some of the world's finest professionals and are primed for successful performing careers. The TMC also functions as a think tank for faculty, who are encouraged to explore uncharted directions in composition, conducting, and collaboration in order to advance and influence the field. The principal areas of study and performance at the TMC are orchestral and chamber music, with an emphasis on contemporary music, vocal repertoire from art song to opera, composition, and conducting. Last summer, the TMC provided 150 of the world's most promising young musicians (representing 39 states and 17 countries) the opportunity to engage in intensive, performance-oriented work with BSO musicians, resident and guest faculty members, and visiting guest artists. TMC students presented 26 concerts of orchestral, vocal, and chamber works throughout the summer. Education and community engagement programs reached more than 34,000 students, teachers, and families, many of whom come from low-income communities in the Greater Boston area. Highlights include: 1) Youth and Family Concerts: more than 24,000 tickets distributed for 15 concerts (including Open Rehearsals, Tanglewood Family Concert, and BYSO concerts). Youth and Family Concerts explored the theme "Sound Decisions: A Musical Look at Choice, Chance, and Application" and offered young audience members and their families unique access to the full BSO and to Symphony Hall. 2,000 Boston Public School students received free tickets to Youth Concerts, and all children under the age of 18 attended Family Concerts for free. 2) Community Chamber Concerts: approximately 3,900 in attendance. BSO musicians performed free concerts led post-concert discussions in 11 different communities limited in access by distance or economics. 3) Symphony for Our City: 10 human services organizations engaged, 443 concert tickets distributed. Participants from organizations such as Project STEP and the Somerville Council on Aging/Teen Empowerment attended Boston Symphony, Boston Pops, and Tanglewood performances, plus pre-concert educational and networking activities. 4) Days in the Arts (DARTS): 398 students reached. Thanks to generous tuition subsidies, students from urban, suburban, and rural communities gained a confidence-building introduction to the arts and inclusion in a diverse, supportive community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,415,835 | ExpenseAmt |
| Revenue | $1,701,937 | RevenueAmt |
| Desc | Historic Preservation and Conservation and Facility Rental: The BSO's two main properties, Symphony Hall and Tanglewood, carry historical significance and represent popular sites supporting the Massachusetts tourist industry. Symphony Hall's acoustic qualities have earned it a place among the top three concert auditoriums in the world, a fact underscored by the hall's 1999 designation as a National Historic Landmark. Symphony Hall resonates with more than a century of performances by key artists spanning the history of classical music. In addition to BSO performances, the hall functions as a key performance venue for a number of local, national, and international ensembles and presenters, including the Handel & Haydn Society, the Celebrity Series of Boston, and the Boston Youth Symphony Orchestras. The hall has a 2625 seat capacity. Located in the Berkshire hills of Lenox, Massachusetts and established in 1936 by then-Music Director Serge Koussevitzky, Tanglewood is the summer performance home of the BSO. Tanglewood annually attracts more than 300,000 visitors and presents ten weeks of diverse programming, including concerts from the BSO, the Tanglewood Music Center, and the Pops. Tanglewood spans more than 500 acres and remains open to the public year-round, much like a state park. 23 buildings reside on the grounds, including two performance venues: the Koussevitzky Music Shed and Seiji Ozawa Concert Hall. Built in 1938, the Koussevitzky Music Shed is a seasonal hall open on three sides with 5,121 seats and additional seating for more than 10,000 on the adjacent lawn. All BSO and visiting orchestra concerts are performed in the shed. Opened in 1994, Seiji Ozawa Hall is a brick and wood structure that provides a venue for chamber music performances and serves as the headquarters of the Tanglewood Music Center. It seats up to 750 audience members on the orchestra level and an additional 450 in the two balconies, as well as hundreds more on the adjacent lawn. In 2016, Symphony Hall facilities projects included the installation of a rooftop lightning protection system, carpeting and painting work in Higginson Hall and the Miller Room, finishing renovations to the recording studio, and LED lighting upgrades. In December 2015, following initial discussions for a major renovation and possible expansion of patron spaces at Symphony Hall, BSO leadership engaged Savira Capital and Cultural Projects to undertake an integrated planning process for the future use and development of the hall. Spaces considered as part of the planning process include the envelope of Symphony Hall's main auditorium, including all current patron spaces, as well as the entire Cohen Wing complex adjacent to the hall. Evaluation and planning continued throughout the fiscal year. At Tanglewood, facilities work centered on repairs and upgrades designed to maintain the Koussevitsky Music Shed's operational integrity, enhance patron access, and improve safety, with the emphasis placed on fire prevention and pedestrian safety. Project tasks included internal and external repairs and upgrades to the Shed, water line replacement, pedestrian pathway re-grading, parking lot expansion and paving, lightning protection, restroom facility development, and water line replacement. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $747,635 | $363,195 | Electronic Media: The BSO delivers its music not only to its live and in-house audiences but also to the millions who tune in via record, radio broadcast, and digital media. Live local broadcasts of BSO concerts continued to be featured on 99.5 Classical New England (a subsidiary of public radio station WGBH), streamed live via the WGBH website, and a few days following, via the BSO Media Center at www.bso.org/media. Online engagement continued to broaden the BSO's reach worldwide, with 1.83 million unique users visiting the BSO's website. BSO Media Center content was widely accessed as well: users streamed 70,000 podcasts and 25,000 concert recordings. The BSO's social media following continues to grow; as of September 2016, Facebook followers totaled more than 200,000 (183,213 for BSO and 21,187 for Pops) and Twitter followers totaled more than 55,000 (50,700 for BSO and 5,412 for Pops). HENRY, the BSO's performance history search module, continued to expand its capacity, with an increasing number of program book records available for download. More than 14,000 searches were performed, with approximately 5,500 program book downloads. |
| $102,795 | $140,768 | Merchandise Sales: The Boston Symphony operates retail shops at both Symphony Hall and Tanglewood. These shops sell recordings of the BSO and other featured performers, books, music, posters and clothing and other items that serve to promote and disseminate the name and music of the Boston Symphony, Boston Pops and Tanglewood. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $850,430 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $503,963 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $76,255,557 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 453 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1249 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | Thomas D May | PersonNm |
| Phone | 6172661492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Ave | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021154557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| William F Achtmeyer | |||||||||
| Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Altshuler | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| George D Behrakis | |||||||||
| Vice-Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Paul Buttenwieser | |||||||||
| President | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ronald G Casty | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Bredhoff Cohen | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Richard F Connolly Jr | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Cynthia Curme | |||||||||
| Vice-Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Alan J Dworsky | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| William R Elfers | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas E Faust Jr | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Gordon | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Brent L Henry | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Hockfield | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara W Hostetter | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Kay | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Edmund Kelly | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Joyce G Linde | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| John M Loder | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy K Lubin | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Joshua A Lutzker | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carmine A Martignetti | |||||||||
| Vice-Chair | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert J Mayer MD | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan W Paine | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| John Reed | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Reich | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Arthur I Segel | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Roger T Servison | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Wendy Shattuck | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Theresa M Stone | |||||||||
| Treasurer | 2 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Caroline Taylor | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen R Weber | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Roberta S Weiner | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Robert C Winters | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| D Brooks Zug | |||||||||
| Trustee | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Volpe | |||||||||
| Managing Director | 50 | Yes (X) | $770,527 | $0 | $61,201 | 1 | |||
| Thomas D May | |||||||||
| Chief Financial Officer | 50 | Yes (X) | $261,678 | $0 | $38,039 | 1 | |||
| Bart Reidy | |||||||||
| Clerk of the Board | 50 | Yes (X) | $215,860 | $0 | $50,481 | ||||
| Kim Noltemy | |||||||||
| Chief Operating and Communications Officer | 50 | $252,768 | $0 | $57,696 | Yes (X) | ||||
| Malcolm Lowe | |||||||||
| Concertmaster | 40 | $415,402 | $0 | $34,125 | Yes (X) | ||||
| John A Ferrillo Jr | |||||||||
| Principal Oboe | 40 | $286,621 | $0 | $60,891 | Yes (X) | ||||
| Thomas C Rolfs Jr | |||||||||
| Principal Trumpet | 40 | $279,073 | $0 | $63,124 | Yes (X) | ||||
| Steven Ansell | |||||||||
| Principal Viola | 40 | $264,251 | $0 | $56,089 | Yes (X) | ||||
| Timothy Genis | |||||||||
| Timpanist | 40 | $255,324 | $0 | $23,750 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,001,504 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 138 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David J Tierney Jr Inc | ||||||||||||
| 169 Gale Avenue | Pittsfield | MA | 01201 | Construction Contractor | $1,391,786 | |||||||
| Andris Nelsons | ||||||||||||
| Services of A. Nelsons | $1,301,000 | Konzertdirektion Schmid | 40 St Martins Lane | London, | UK | UK | WC2N 4ER | |||||
| Isole Inc | ||||||||||||
| 252 Kent Street | Brookline | MA | 02446 | Services of K. Lockhart | $788,958 | |||||||
| Great River Construction Co | ||||||||||||
| PO Box 401 | Great Barrington | MA | 01230 | Construction Contractor | $783,885 | |||||||
| Travtours Inc | ||||||||||||
| 72-171 Hwy 111 | Palm Desert | CA | 92160 | Tour Operator | $731,901 | Suite 202 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $3,306,009 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $520,198 | GovernmentGrantsAmt |
| All Other Contributions | $29,098,698 | AllOtherContributionsAmt |
| Noncash Contributions | $4,151,523 | NoncashContributionsAmt |
| Total Contributions | $32,924,905 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Concerts & tours | 900099 | $39,880,928 | $39,880,928 | $0 | $0 |
| Program advertising | 511190 | $658,339 | $0 | $658,339 | $0 |
| Education | 900099 | $500,937 | $500,937 | $0 | $0 |
| Electronic media | 900099 | $363,195 | $363,195 | $0 | $0 |
| Parking | 900099 | $21,738 | $0 | $0 | $21,738 |
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 | $41,425,137 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,029,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,029,816 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,490,758 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,461,545 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,029,213 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,029,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,701,937 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,327,276 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $140,609,160 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $137,184,160 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,425,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,425,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $717,410 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,707,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $282,751 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,306,009 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,158,244 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$875,493 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$875,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,149,361 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $603,893 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $140,768 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $404,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Food and beverage | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,234,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,234,744 | ExclusionAmt |
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 | $2,234,744 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,738,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,587,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,780,449 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,445,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,914 | TotalAmt |
| Management And General | $1,351,280 | ManagementAndGeneralAmt |
| Fundraising | $502,634 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,059,505 | TotalAmt |
| Program Services | $29,062,231 | ProgramServicesAmt |
| Management And General | $5,785,789 | ManagementAndGeneralAmt |
| Fundraising | $3,211,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,465,185 | TotalAmt |
| Program Services | $3,814,459 | ProgramServicesAmt |
| Management And General | $1,169,223 | ManagementAndGeneralAmt |
| Fundraising | $481,503 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,524,040 | TotalAmt |
| Program Services | $3,315,994 | ProgramServicesAmt |
| Management And General | $1,564,287 | ManagementAndGeneralAmt |
| Fundraising | $643,759 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,695,718 | TotalAmt |
| Program Services | $1,541,499 | ProgramServicesAmt |
| Management And General | $819,653 | ManagementAndGeneralAmt |
| Fundraising | $334,566 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $75,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,963 | TotalAmt |
| Management And General | $187,963 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,140 | TotalAmt |
| Management And General | $128,140 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,357 | TotalAmt |
| Fundraising | $56,357 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771,000 | TotalAmt |
| Program Services | $1,771,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,652,151 | TotalAmt |
| Program Services | $15,018,276 | ProgramServicesAmt |
| Management And General | $626,579 | ManagementAndGeneralAmt |
| Fundraising | $7,296 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,304 | TotalAmt |
| Program Services | $2,879,322 | ProgramServicesAmt |
| Management And General | $122,345 | ManagementAndGeneralAmt |
| Fundraising | $282,637 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341,139 | TotalAmt |
| Program Services | $1,626,574 | ProgramServicesAmt |
| Management And General | $198,851 | ManagementAndGeneralAmt |
| Fundraising | $515,714 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,610 | TotalAmt |
| Program Services | $337,623 | ProgramServicesAmt |
| Management And General | $699,736 | ManagementAndGeneralAmt |
| Fundraising | $378,251 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,680 | TotalAmt |
| Program Services | $34,680 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,100,896 | TotalAmt |
| Program Services | $2,418,699 | ProgramServicesAmt |
| Management And General | $434,125 | ManagementAndGeneralAmt |
| Fundraising | $248,072 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,013,814 | TotalAmt |
| Program Services | $6,505,808 | ProgramServicesAmt |
| Management And General | $301,925 | ManagementAndGeneralAmt |
| Fundraising | $206,081 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,797 | TotalAmt |
| Program Services | $308,954 | ProgramServicesAmt |
| Management And General | $88,711 | ManagementAndGeneralAmt |
| Fundraising | $418,132 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,751 | TotalAmt |
| Program Services | $109,867 | ProgramServicesAmt |
| Management And General | $4,314 | ManagementAndGeneralAmt |
| Fundraising | $4,570 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,326,463 | TotalAmt |
| Program Services | $4,031,252 | ProgramServicesAmt |
| Management And General | $792,170 | ManagementAndGeneralAmt |
| Fundraising | $503,041 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,528 | TotalAmt |
| Program Services | $9,746 | ProgramServicesAmt |
| Management And General | $195,782 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert production expenses | $1,300,530 | $1,298,144 | $2,386 | |
| Credit card fees | $778,833 | $704,097 | $0 | $74,736 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,130,843 | TotalAmt |
| Program Services | $1,392,332 | ProgramServicesAmt |
| Fundraising | $738,511 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,336,161 | TotalAmt |
| Program Services | $76,255,557 | ProgramServicesAmt |
| Management And General | $14,473,259 | ManagementAndGeneralAmt |
| Fundraising | $8,607,345 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,353,362 | BOYAmt |
| EOY | $11,258,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,572 | BOYAmt |
| EOY | $7,222,568 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,164,339 | BOYAmt |
| EOY | $24,918,453 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,807,653 | BOYAmt |
| EOY | $1,932,247 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,144 | BOYAmt |
| EOY | $27,814 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,372 | BOYAmt |
| EOY | $480,496 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,299,472 | BOYAmt |
| EOY | $2,805,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,761,159 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,176,740 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,929,082 | BOYAmt |
| EOY | $53,584,419 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,814,082 | BOYAmt |
| EOY | $68,578,142 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,860,891 | BOYAmt |
| EOY | $350,822,612 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,676,448 | BOYAmt |
| EOY | $36,679,457 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,346,417 | BOYAmt |
| EOY | $558,309,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,225,173 | BOYAmt |
| EOY | $10,431,414 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,767,007 | BOYAmt |
| EOY | $10,616,592 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,079,016 | BOYAmt |
| EOY | $68,271,048 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,071,196 | BOYAmt |
| EOY | $99,319,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,526,357 | BOYAmt |
| EOY | $44,513,076 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,145,770 | BOYAmt |
| EOY | $203,299,391 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,603,094 | BOYAmt |
| EOY | $211,178,154 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,275,221 | BOYAmt |
| EOY | $458,990,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,346,417 | BOYAmt |
| EOY | $558,309,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$14,597,371 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,059,794 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$14,747,023 | 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 | $34,676,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,806,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,175,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,549,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,924,905 | CurrentTaxYearAmt |
| Total | $174,133,353 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,676,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,806,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,175,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,549,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,924,905 | CurrentTaxYearAmt |
| Total | $174,133,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,622,957 | SubstantialContributorsTotAmt |
| Public Support Total170 | $161,510,396 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,563,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,046,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,407,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,575,437 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,818,637 | CurrentTaxYearAmt |
| Total | $19,411,333 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $199,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $595,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,043,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $590,247 | CurrentTaxYearAmt |
| Total | $2,429,926 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $195,974,612 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $193,362,892 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82414 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82007 | 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 | $56,357 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $56,357 | 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 lobbying activities of the BSO address issues such as state funding and proposed legislation related to historic preservation, tourism, transportation, and education all in the context of the arts and not-for-profit organizations. A small allocation of the salary of one employee who engages 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 | $450,319,000 | BeginningYearBalanceAmt |
| Contributions | $7,724,000 | ContributionsAmt |
| Investment Earnings Or Losses | $18,448,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,112,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $446,379,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $474,899,000 | BeginningYearBalanceAmt |
| Contributions | $8,892,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,587,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,885,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $450,319,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $421,650,000 | BeginningYearBalanceAmt |
| Contributions | $18,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $59,358,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,309,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $474,899,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,963,000 | BeginningYearBalanceAmt |
| Contributions | $21,780,000 | ContributionsAmt |
| Investment Earnings Or Losses | $36,543,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,636,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $421,650,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $387,370,000 | BeginningYearBalanceAmt |
| Contributions | $8,067,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,551,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,025,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $379,963,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1432 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4513 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4055 | 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 | $6,749,799 | OtherCostOrOtherBasisAmt |
| Book Value | $6,749,799 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $83,430,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,334,353 | DepreciationAmt |
| Book Value | $32,095,740 | 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 | $35,343,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,704,682 | DepreciationAmt |
| Book Value | $10,639,300 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,237,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,137,705 | DepreciationAmt |
| Book Value | $4,099,580 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,584,419 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable Alternatives (equity LPs) | $285,969,382 | F |
| Illiquid Equities (private equity LPs) | $18,410,474 | F |
| Real Assets | $17,127,300 | F |
| Real Estate | $12,820,884 | F |
| Commingled Funds | $8,349,198 | F |
| Investment in 263 HA Limited Partnership | $8,145,374 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $350,822,612 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets Held by Others | $26,978,099 |
| Assets of Split Interest Agreements | $9,701,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,679,457 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Liability for Pension & Post Retirement | Desc |
| Amt | $68,271,048 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $68,271,048 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $98,697,399 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,059,794 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $706,325 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1,359,597 | OtherRevenueAmt |
| Revenue Not Reported | $15,125,716 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,571,683 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,771,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$603,893 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,167,107 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,738,790 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $98,875,379 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $706,325 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $603,893 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,310,218 | ExpensesNotReportedAmt |
| Expenses Subtotal | $97,565,161 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,771,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,771,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,336,161 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The purpose of the endowment is to provide enduring support for the mission of the Orchestra by releasing a substantial and reliable flow of funds to the operating budget. The income earned on the Orchestra's endowment assets may be used for general or donor-restricted purposes and is recorded in unrestricted net assets or temporarily restricted net assets, as appropriate. |
| Schedule D, Part VI, Line 1e | Other includes land improvements and related depreciation and construction in progress. |
| Schedule D, Part VII, Line 3 | The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by distributions to the BSO. |
| Schedule D, Part X, Line 2 | The Orchestra accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for 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. Its Federal and state income tax returns are generally open for examination for the past three years following the date filed by the appropriate tax authorities. |
| Schedule D, Part XI, Line 2d | Change in value of split interest agreements. |
| Schedule D, Part XI, Line 4b | Cost of goods sold. |
| Schedule D, Part XII, Line 2d | Cost of goods sold. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $78,729,839 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $3,852,334 | Concert Tour |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $82,582,173 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Opening Gala | Event1Nm |
| Gross Receipts Event1 | $1,389,851 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,294,843 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,008 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $66,795 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,566 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $157,107 | OtherDirectExpensesEvent1Amt |
| Event2 | Corporate Event | Event2Nm |
| Gross Receipts Event2 | $1,135,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,050,170 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $85,570 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $80,636 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $119,355 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $93,027 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,063,169 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $960,996 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $102,173 | 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 | $168,148 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $57,860 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $393,750 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,588,760 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,306,009 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $282,751 | 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 | $315,579 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $198,781 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $643,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,158,244 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$875,493 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Volpe | ||||||||||||
| Managing Director | $515,966 | $0 | $0 | $0 | $254,562 | $0 | $31,312 | $0 | $29,888 | $0 | $831,728 | $0 |
| Thomas D May | ||||||||||||
| Chief Financial Officer | $260,372 | $0 | $0 | $0 | $1,306 | $0 | $7,921 | $0 | $30,118 | $0 | $299,717 | $0 |
| Bart Reidy | ||||||||||||
| Clerk of the Board | $215,662 | $0 | $0 | $0 | $198 | $0 | $22,144 | $0 | $28,337 | $0 | $266,341 | $0 |
| Kim Noltemy | ||||||||||||
| Chief Operating and Communications Officer | $252,399 | $0 | $0 | $0 | $369 | $0 | $24,633 | $0 | $33,063 | $0 | $310,464 | $0 |
| Malcolm Lowe | ||||||||||||
| Concertmaster | $390,969 | $0 | $0 | $0 | $24,433 | $0 | $0 | $0 | $34,125 | $0 | $449,527 | $0 |
| John A Ferrillo Jr | ||||||||||||
| Principal Oboe | $280,484 | $0 | $0 | $0 | $6,137 | $0 | $30,818 | $0 | $30,073 | $0 | $347,512 | $0 |
| Thomas C Rolfs Jr | ||||||||||||
| Principal Trumpet | $245,386 | $0 | $0 | $0 | $33,687 | $0 | $29,604 | $0 | $33,520 | $0 | $342,197 | $0 |
| Steven Ansell | ||||||||||||
| Principal Viola | $244,432 | $0 | $0 | $0 | $19,819 | $0 | $26,016 | $0 | $30,073 | $0 | $320,340 | $0 |
| Timothy Genis | ||||||||||||
| Timpanist | $216,594 | $0 | $0 | $0 | $38,730 | $0 | $22,881 | $0 | $869 | $0 | $279,074 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | ) In connection with the business needs of the Boston Symphony Orchestra, (BSO), charter travel is used when transporting large numbers of personnel in connection with the orchestra's touring. As a general rule, the BSO does not provide first class travel for employees. 2) In rare instances, the Managing Director's spouse may travel with him for donor cultivation and fund-raising purposes. Events attended are related to the business purposes of the Boston Symphony. Such travel is entered into and substantiated in accordance with the spousal travel policy adopted by the BSO. 3) Housing for Mark Volpe, Managing Director, is provided during the summer for the convenience of the BSO in connection with the Orchestra's activities away from Boston at Tanglewood, and is not considered taxable. |
| Schedule J, Part I, Line 4 | The compensation listed for Mark Volpe, Managing Director, for calendar year 2015 includes Base Compensation of $515,966. Other Reportable Compensation includes 1) taxable fringe in the amount of $10,550 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $18,000 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $226,011 which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal 2007 in recognition of his 10 years of outstanding service to the BSO. As amended in 2013, the plan is designed to provide Mr. Volpe an annual retirement benefit at age 60 equal to approximately 50% of the average compensation earned during his last 5 years of employment. An irrevocable portion of this benefit is accrued and paid each year that he is employed. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Volpe | PersonNm |
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | Mortgage | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $200,000 | OriginalPrincipalAmt |
| Balance Due | $27,814 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $27,814 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tisbury Tours | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Co. owned by spouse of trustee | RelationshipDescriptionTxt |
| Transaction | $1,154,486 | TransactionAmt |
| Transaction | Engaged to perform concerts | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II | FormAndLineReferenceDesc |
| Explanation | On September 12, 1997, a thirty-year, $200,000 loan was made to the Managing Director, Mark Volpe. This loan, which is secured by a mortgage on his principal residence , is payable in biweekly installments of principal and interest. During 2003, the loan was refinanced and the term was changed to fifteen years. The interest rate was determined using the IRS approved market rate in effect at the time of the inception and the refinancing of the loan. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 116 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,767,006 | 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 | $100,030 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $192,606 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Flute | 1 | $13,920 | Fair Market Value |
| Yes (X) | Music Scores | 1 | $30,050 | Fair Market Value |
| Yes (X) | Furniture | 4 | $12,665 | Fair Market Value |
| Yes (X) | Hospitality goods | 12 | $35,246 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | Yes (1) | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | Column B responses represent the number of contributions. |
| Schedule M, Part I, Line 30b | Closely held stock |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 | Volunteers comprise the 750 members of the Boston Symphony Association of Volunteers (BSAV), who provide a variety of services both at Symphony Hall and Tanglewood. Also included as volunteers are the 315 members of the Tanglewood Festival Chorus (TFC), who donate their time and talent performing year-round with the Boston Symphony Orchestra and the Boston Pops Orchestra. Also included are 35 voting trustees and 220 non-voting members of the governing body. |
| Form 990, Part VI, Section A, Line 2 | Trustee Stephen Kay serves on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employs another trustee, Dr. Robert J. Mayer, MD. |
| Form 990, Part VI, Section A, Line 8b | In general, the Boston Symphony Orchestra (BSO) keeps minutes of all committees with authority to act on behalf of the boards. |
| 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 Committee of the Board of Trustees. The Audit 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 and the paid preparer. |
| Form 990, Part VI, Section B, Line 12c | The Boston Symphony Orchestra has a Conflict of Interest Policy that encompasses all employees and board members. The policy requires that Trustees, Officers, Overseers, Ex-Officio Board members, members of a committee with board-delegated powers, senior staff members or any person with substantial influence over the BSO to disclose the existence of any potential or actual conflicts of interest to the Board or to members of the Executive Committee. The Board or Executive Committee then discusses and votes in order to determine whether an actual conflict of interest exists. If a conflict exists, the Board or Executive Committee evaluates the particular transaction or arrangement to determine the most reasonable course of action. The individual who disclosed the conflict must leave the Board or Executive Committee meeting during the discussion of, and the vote on, the transaction or arrangement that results in the conflict of interest. Additionally, the policy also requires any staff member that has information about a possible conflict, to report the matter promptly to their supervisor, the Director of Human Resources or to the Chief Financial Officer. The Director of Human Resources and the Chief Financial Officer will review the circumstances of the possible conflict with other appropriate management to make a 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, Overseers, Ex-Officio Board members, members of a committee with board-delegated powers, senior staff members or any person with substantial influence over the BSO is provided with a copy of the policy and must sign a statement affirming that they have received, read and understand the policy; they must also affirm that they agree to comply with the policy. As part of this Annual Notice of Policy, each individual is also 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 the 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 a basis for the Committee's decisions and (b) consideration of the (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) the BSO's salary scale of employees generally, and (vii) the BSO's annual budget. The Compensation Committee's most recent review of officer and key employee compensation occurred in 2016. |
| Form 990, Part VI, Section C, Line 19 | The Boston Symphony Orchestra's audited financial statements, conflict of interest policy and other governing documents are available upon request. |
| Form 990, Part VII, Section A, Line 1b | Compensation reported is based on calendar 2015 amounts. |
| Form 990, Part VII, Section B, Line 1(C) | Compensation reported is based on calendar 2015 amounts. |
| Form 990, Part IX, Line 11g | Line 11 g comprises $13,649,355 of artistic and other concert related fees and $2,002,796 of security, medical, parking and other services. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances of ($14,747,023) comprise of change in value of split interest agreements of $1,359,597 and retirement plan-related charges other than net periodic benefit cost of ($16,106,620). |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 HA Limited Partnership | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Massachusetts Avenue | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 263 Realty Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,395,440 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,710,351 | 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 | 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 | Real Estate | MA | Boston Symphony | C | $6,185 | $43,214 | 1 | Yes (1) |
| Trust | |||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | Trust | MA | Boston Symphony Orchestra Inc | T | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 263 HA Limited Partnership | ||
| k | $316,380 | Fair market value |
| 263 HA Limited Partnership | ||
| s | $1,259,104 | Actual partnership distribution |
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