SYMPHONY SAN JOSE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-12
IRS object ID: 201741329349307319
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 D
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-12T19:09:37-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	946214841	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 W SAN FERNANDO ST STE 500	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320083030	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SYMPHONY SILICON VALLEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SYMP	BusinessNameControlTxt
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET NO 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW R BALES	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2017-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RANDY G PETERSON CPA	PreparerPersonNm
PTIN	P01300203	PTIN
Phone	4082006400	PhoneNum
Preparation	2017-05-11	PreparationDt

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	ANDREW R BALES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET NO 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,638,503	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SYMPHONYSILICONVALLEY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2003	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	581	TotalEmployeeCnt
Total Volunteers	120	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,282,440	PYContributionsGrantsAmt
CY Contributions Grants	$1,468,982	CYContributionsGrantsAmt
PY Program Service Revenue	$2,605,788	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,782,527	CYProgramServiceRevenueAmt
PY Investment Income	$51,124	PYInvestmentIncomeAmt
CY Investment Income	$42,963	CYInvestmentIncomeAmt
PY Other Revenue	$79,583	PYOtherRevenueAmt
CY Other Revenue	$66,129	CYOtherRevenueAmt
PY Total Revenue	$4,018,935	PYTotalRevenueAmt
CY Total Revenue	$3,360,601	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	$2,660,361	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,171,714	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$140,639	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,447,757	PYOtherExpensesAmt
CY Other Expenses	$1,118,680	CYOtherExpensesAmt
PY Total Expenses	$4,108,118	PYTotalExpensesAmt
CY Total Expenses	$3,290,394	CYTotalExpensesAmt
PY Revenues Less Expenses	-$89,183	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$70,207	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,756,584	TotalAssetsBOYAmt
Total Assets EOY	$2,069,936	TotalAssetsEOYAmt
Total Liabilities BOY	$636,561	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$859,859	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,120,023	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,210,077	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,990,940	ExpenseAmt
Revenue	$1,848,656	RevenueAmt
Desc	SINCE ITS INCORPORATION IN JUNE 2003, SYMPHONY SILICON VALLEY HAS BECOME ESTABLISHED AS ONE OF THE ANCHOR ARTS PRODUCERS AND MAJOR CULTURAL PLACE-MAKERS IN SILICON VALLEY. IN ADDITION TO ITS CORE CLASSICAL CONCERTS, SSV RESPONDS TO COMMUNITY NEEDS WITH PROGRAMS THAT CONNECT THE ORCHESTRA WITH NEW LISTENERS INCLUDING CHILDFREN AND BY MAKING ITS SKILLS AND RESOURCES AVAILABLE TO OTHER ARTS ORGANIZATIONS. SEE SCHEDULE O FOR MORE DETAIL ON PROGRAM SERVICE ACCOMPLISHMENTSIN 2015-16, THE SYMPHONY SILICON VALLEY ORCHESTRA PERFORMED FOR 40,060 LISTENERS, WHO ATTENDED ITS CORE CLASSICAL CONCERT SERIES, ITS EIGHTH ANNUAL FREE SUMMER POPS FESTIVAL, SYMPHONY SILICON VALLEY CHORALE CONCERTS, ITS SIX-CONCERT SERIES FEATURING FILM CLASSICS ACCOMPANIED BY THE ORCHESTRA, AND CONCERTS IN COLLABORATION WITH OTHER COMMUNITY PRODUCERS.THE SYMPHONY'S 72 SERVICES WERE AMONG THE MOST OFFERED TO MUSICIANS BY ANY ORCHESTRA IN THE GREATER BAY AREA, OUTSIDE OF THE THREE SAN FRANCISCO GIANTS. ITS PAY RATE FOR ITS MUSICIANS IS HIGHLY COMPETITIVE; AND THEY ARE REGULARLY FEATURED WITH THE ORCHESTRA AS CONCERT SOLOISTS, TOGETHER WITH OUTSTANDING GUEST ARTISTS.RATHER THAN CHOOSING A RESIDENT MUSIC DIRECTOR TO SET A UNIQUE MUSICAL PROFILE, THE SYMPHONY ENGAGES GUEST CONDUCTORS FROM AROUND THE COUNTRY AND THE WORLD. IT HAS BUILT UP A SELECT ROSTER OF CONDUCTORS WHO RETURN REGULARLY, PROVIDING ARTISTIC CONTINUITY; WHILE EACH SEASON TYPICALLY INCLUDES CONDUCTORS NEW TO THE SYMPHONY - OFTEN EMERGING TALENTS IN THE FIELD. THIS POLICY ALLOWS THE SYMPHONY: A) TO ATTRACT A RANGE OF SUPERIOR ARTISTS AND TO PROGRAM TO THEIR SPECIFIC STRENGTHS, AND B) TO BE RESPONSIVE TO ITS LOCAL AUDIENCE PROFILE AND PREFERENCES. SEASON PROGRAMMING IS DETERMINED BY THE SYMPHONY'S GENERAL DIRECTOR IN CLOSE CONSULTATION WITH EACH CONCERT'S CONDUCTOR AND THE MUSICIANS' ARTISTIC COMMITTEE. THE MUSICIANS ALSO HAVE A DECISIVE VOICE IN DETERMINING WHICH CONDUCTORS WILL BECOME REGULAR REPEAT GUESTS. MUSICIANS AND AUDIENCES ALIKE HAVE RESPONDED ENTHUSIASTICALLY TO THE VARIETY OF MUSICAL LEADERSHIP.IN ADDITION TO ITS FREE SUMMER POPS AND IN-THEATER ARTS EXPOSURE PROGRAMS FOR CHILDREN, ITS FILM CONCERT SERIES AND ITS PERFORMANCE COLLABORATIONS, THE SYMPHONY SERVES ITS COMMUNITY BY PROVIDING PRODUCTION SUPPORT FOR LOCAL, TYPICALLY SMALLER ORGANIZATIONS. SSV OFFERS THEM AND THEIR AUDIENCES MEMBERS ACCESS TO ITS HEAVILY BOOKED THEATER ALONG WITH PROFESSIONAL IN-THEATER PERSONNEL AND EQUIPMENT, AND SERVICES FROM TICKETING TO FULL PRODUCTION MANAGEMENT. SAN FRANCISCO CLASSICAL VOICE PRAISES SYMPHONY SILICON VALLEY AS: "WHAT PERHAPS ONLY THE MOST FORTUNATE METROPOLISES HAVE: AN ORCHESTRA THAT SERVES ITS PUBLIC BRILLIANTLY, BY PRESENTING IT WITH ENGAGING, MEMORABLE MUSICAL EXPERIENCES," WHILE THE MERCURY NEWS CALLS IT "A SURPRISING ORGANIZATION WITH ITS ENTERPRISING AND EVEN INNOVATIVE PROGRAMS... ITS UNUSUAL BUSINESS MODEL AND ITS OVERALL TENACITY AND LOYAL AUDIENCES."DURING 2015-16, ITS FOURTEENTH YEAR OF PERFORMANCES, THE SYMPHONY:- PERFORMED FOR JUST OVER 40,000 SSV AUDIENCE MEMBERS, PLUS SERVING THE PATRONS OF 17 OTHER COMMUNITY GROUPS.- MOUNTED A SUBSCRIPTION SERIES OF 15 CLASSICAL CONCERTS LED BY CONDUCTORS FROM AMERICA, JAPAN, ITALY AND ARGENTINA. THIS SEASON, ALL WERE RETURNING TO SSV'S PODIUM. FOUR OF THE SEASON'S SIX MAESTROS WERE DRAWN FROM THE SYMPHONY'S CORE CONDUCTOR ROSTER, TWO OF THEM LONGTIME GUESTS ON THE SSV PODIUM AND TWO EXCITING RECENT ADDITIONS (A PROMINENT YOUNG JAPANESE CONDUCTOR AND A SENIOR FIGURE ON THE ENGLISH MUSIC SCENE). - PRODUCED AN ORCHESTRA SEASON OF GIANTS - E,G, BEETHOVEN, SCHUMANN, STRAVINSKY, DVORAK, SCHUBERT, FAURE, PROKOFIEV, SAINT-SAENS, INCLUDING BOTH GREAT STANDARDS AND LESS WELL-KNOWN WORKS -PLUS SOME MUSICAL ADVENTURES. THE 85-VOICE SYMPHONY CHORALE PERFORMED FAURE'S REQUIEM WITH THE ORCHESTRA, A PROGRAM OF WORLD HOLIDAY MUSIC AND A CONCERT OF BAROQUE AND EARLY CLASSICAL WORKS (MUSIC IN THE GREAT CATHEDRALS).- RECEIVED HIGH CRITICAL PRAISE. REVIEWERS WROTE: "IMPRESSIVE THE PLAYING NEARLY FLAWLESS, A MAGNIFICENTLY ANIMATED, VIRTUOSIC AFFAIR;" "(IT) REVEALED JUST HOW SENSITIVE THIS ORCHESTRA IS, HOW CAPABLE OF GRACE, DIGNITY AND EXTRAORDINARY COLORS;" "A POWERFUL, CONVINCING PERFORMANCE WITH ROMANTIC BRIO;" "INTRICATE AND WELL-WROUGHT,' " MOZARTEAN GRACE AND BEAUTY." 'COLORFUL AND IMPRESSIVEBRIGHT, QUIRKY, AND FUN;" "A PERFORMANCE SYMPHONY SILICON VALLEY COULD FAIRLY MEASURE AGAINST ANY ORCHESTRA IN THE COUNTRY." (ALL QUOTES FROM THE MERCURY NEWS & SF CLASSICAL VOICE).- FEATURED A STELLAR LIST OF SOLOISTS, INCLUDING KOREAN VIOLINIST JU YOUNG BAEK ("EXQUISITE SYMMETRY AND REFINEMENT'), PIANISTS NIKOLAI DEMIDENKO ("FLIGHTS OF VIRTUOSIC ARTISTRYA FORCE OF NATURE"), NATASHA PEREMSKY ("UTTERLY BREATHTAKING"), VAN CLIBURN GOLD MEDALIST JON NAKAMATSU ("A GREAT SOLOISTWICKEDLY GOOD PLAYING"), AND CELLIST MARK KOSOWER PLAYING DVORAK ("A VIRTUOSO OF STAGGERING PROWESS").- LAUNCHED THE SEASON WITH SSV'S EIGHTH ANNUAL FREE OUTDOOR SUMMER POPS FESTIVAL. SSV SUMMER POPS IS THE LARGEST FREE MUSIC FESTIVAL IN THE SOUTH BAY, ATTRACTING A FAMILY AUDIENCE OF 16.000 TO 22,OOO THAT REFLECTS SAN JOSE'S RICH DIVERSITY.- 2015-16'S FREE SUMMER PROGRAMS INCLUDED AN ALL-BEETHOVEN SAMPLER; BROADWAY'S LEGENDARY LADIES WITH CHRISTINE ANDREAS; A PRODUCTION OF MARIACHI PERFORMERS; BIG BAND HIT PARADE OF 30'S AND 40'S FAVORITES; AND A CONCERT OF MEMORABLE MOVIE THEMES.- PRODUCED TWO CLASSIC FILMS (THE GODFATHER AND RAIDERS OF THE LOST ARK) ACCOMPANIED BY THE FULL SSV ORCHESTRA. - NEGOTIATED THE RIGHTS TO PRESENT THE 8-FILM HARRY POTTER FILM SERIES WITH ORCHESTRA, BEGINNING IN 2016-17.- THE SYMPHONY'S SIX-CONCERT FILM SERIES CONTINUES TO DRAW YOUNG ADULT AND FAMILY AUDIENCES, INTRODUCING THE IN-PERSON EXCITEMENT OF LIVE ORCHESTRAL MUSIC-MAKING TO LISTENERS THROUGH MUSIC THEY KNOW AND ENJOY IN OTHER FORMATS.- CONTINUED TO EMPHASIZE MUSICAL COLLABORATION, NOTABLY WITH THE CHINESE-AMERICAN COMMUNITY; OUTREACH ACTIVITIES; AND AN ETHIC OF SERVICE.- PRODUCED AND ACCOMPANIED THE CHAN-YU CHORUS AND OTHER CHINESE LANGUAGE CHORUSES IN PERFORMANCES OF XINGHAI'S YELLOW RIVER CANTATA.- PRODUCED AND PERFORMED A CONCERT WITH FRANK SINATRA JR. BENEFITING THE STROKE AWARENESS FOUNDATION.- ACCOMPANIED THE SANTA CLARA UNIVERSITY CHORALE'S SPRING CONCERT.- SUPPORTED MEXICAN HERITAGE CORPORATION'S VIVAFEST WITH SSV'S OUTDOOR POPS VENUE, EQUIPMENT AND PRODUCTION STAFF.- SHARED SYMPHONY THEATER DATES, BOX OFFICE SERVICES AND TECHNICAL ASSISTANCE WITH SIX YOUTH ORCHESTRAS AND CHORUSES, TWO SCHOOLS, AND FOUR ADULT CHOIRS AND DANCE COMPANIES, OFFERING THEM AFFORDABLE THEATER ACCESS.- CO-PRODUCED THE WORLD ASSOCIATION OF SYMPHONY & BAND ENSEMBLES' 14-CONCERT CONVENTION.- ASSISTED 11 COMMUNITY GROUPS BY HIRING AND MANAGING THEIR IN-THEATER PRODUCTION LABOR ON SSV'S UNION CONTRACTS.	Desc
Total Program Service Expenses	$2,990,940	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	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	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	37	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	581	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER WATKINS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 SOUTH FIRST STREET SUITE 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ANDREW BALES
PRESIDENT	40.00	Yes (X)	Yes (X)	$131,000	$0	$13,056
PETER CARTWRIGHT
CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
RALPH SWANSON
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
RICHARD CONNIFF
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM HIGHLANDER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ROBERT KIEVE
TRUSTEE	2.00	Yes (X)		$0	$0	$0
LEE PRICE
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BUNNY LADEN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
MARTHA SANFORD
TRUSTEE	2.00	Yes (X)		$0	$0	$0
JENNIFER WATKINS
GENERAL MANAGER	40.00		Yes (X)	$89,400	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$220,400	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$13,056	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$230,142	GovernmentGrantsAmt
All Other Contributions	$1,238,840	AllOtherContributionsAmt
Noncash Contributions	$367,026	NoncashContributionsAmt
Total Contributions	$1,468,982	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PERFORMANCE FEES	711130	$774,670	$774,670
SINGLE TICKET SALES	711130	$504,912	$504,912
SUBSCRIPTION TICKET SA	711130	$502,945	$502,945

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,782,527	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$44,053	TotalRevenueColumnAmt
Exclusion	$44,053	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$276,812	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$277,902	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,090	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,090	TotalRevenueColumnAmt
Exclusion	-$1,090	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	HANDLING & FACILITY FE	Desc
Business	900099	BusinessCd
Total Revenue Column	$66,129	TotalRevenueColumnAmt
Related Or Exempt Func Income	$66,129	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$66,129	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,360,601	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,848,656	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$42,963	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$241,455	TotalAmt
Program Services	$119,849	ProgramServicesAmt
Management And General	$49,628	ManagementAndGeneralAmt
Fundraising	$71,978	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,556,813	TotalAmt
Program Services	$1,519,613	ProgramServicesAmt
Management And General	$25,699	ManagementAndGeneralAmt
Fundraising	$11,501	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$91,271	TotalAmt
Program Services	$91,271	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$82,797	TotalAmt
Program Services	$81,570	ProgramServicesAmt
Management And General	$1,789	ManagementAndGeneralAmt
Fundraising	-$562	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$199,378	TotalAmt
Program Services	$186,509	ProgramServicesAmt
Management And General	$6,096	ManagementAndGeneralAmt
Fundraising	$6,773	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$12,195	TotalAmt
Program Services	$9,725	ProgramServicesAmt
Management And General	$2,470	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$23,005	TotalAmt
Management And General	$23,005	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$12,931	TotalAmt
Management And General	$12,931	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$179,187	TotalAmt
Program Services	$174,701	ProgramServicesAmt
Management And General	$4,486	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$230,421	TotalAmt
Program Services	$230,062	ProgramServicesAmt
Management And General	$170	ManagementAndGeneralAmt
Fundraising	$189	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,563	TotalAmt
Program Services	$38,427	ProgramServicesAmt
Management And General	$8,461	ManagementAndGeneralAmt
Fundraising	$4,675	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,777	TotalAmt
Program Services	$5,775	ProgramServicesAmt
Management And General	$948	ManagementAndGeneralAmt
Fundraising	$1,054	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$25,302	TotalAmt
Program Services	$25,302	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$88,358	TotalAmt
Program Services	$74,812	ProgramServicesAmt
Management And General	$6,430	ManagementAndGeneralAmt
Fundraising	$7,116	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$50,443	TotalAmt
Program Services	$50,443	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,446	TotalAmt
Management And General	$9,446	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,560	TotalAmt
Program Services	$16,468	ProgramServicesAmt
Management And General	$4,780	ManagementAndGeneralAmt
Fundraising	$5,312	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$18,616	TotalAmt
Program Services	$13,389	ProgramServicesAmt
Management And General	$2,476	ManagementAndGeneralAmt
Fundraising	$2,751	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
PRODUCTION EXPENSE	$322,180	$322,180
BOX OFFICE - CREDIT CAR	$30,844	$30,844
DONOR CULTIVATION/RECOG	$29,852		$29,852

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,290,394	TotalAmt
Program Services	$2,990,940	ProgramServicesAmt
Management And General	$158,815	ManagementAndGeneralAmt
Fundraising	$140,639	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$200	BOYAmt
EOY	$200	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$109,932	BOYAmt
EOY	$70,820	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$130,744	BOYAmt
EOY	$131,493	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$38,750	BOYAmt
EOY	$21,167	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,616	BOYAmt
EOY	$44,032	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$283,757	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$130,630	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$166,140	BOYAmt
EOY	$153,127	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,304,202	BOYAmt
EOY	$1,649,097	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,756,584	BOYAmt
EOY	$2,069,936	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$66,284	BOYAmt
EOY	$68,057	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$470,277	BOYAmt
EOY	$466,802	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$100,000	BOYAmt
EOY	$325,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$636,561	BOYAmt
EOY	$859,859	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$384,179	BOYAmt
EOY	-$529,020	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$273,102	BOYAmt
EOY	$147,981	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,231,100	BOYAmt
EOY	$1,591,116	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,120,023	BOYAmt
EOY	$1,210,077	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,756,584	BOYAmt
EOY	$2,069,936	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$70,207	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$19,847	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$1,293,923	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,324,572	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,192,609	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,282,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,468,982	CurrentTaxYearAmt
Total	$6,562,526	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,293,923	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,324,572	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,192,609	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,282,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,468,982	CurrentTaxYearAmt
Total	$6,562,526	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,435,577	SubstantialContributorsTotAmt
Public Support Total170	$5,126,949	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,073	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,739	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,365	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,053	CurrentTaxYearAmt
Total	$204,779	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$6,767,305	TotalSupportAmt
Gross Receipts Rltd Activities	$9,552,982	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.75760	PublicSupportCY170Pct
Public Support PY170	0.84920	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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,304,202	BeginningYearBalanceAmt
Contributions	$360,016	ContributionsAmt
Investment Earnings Or Losses	$49,879	InvestmentEarningsOrLossesAmt
Other Expenditures	$65,000	OtherExpendituresAmt
End Year Balance	$1,649,097	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,373,854	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$4,652	InvestmentEarningsOrLossesAmt
Other Expenditures	$65,000	OtherExpendituresAmt
End Year Balance	$1,304,202	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,285,107	BeginningYearBalanceAmt
Investment Earnings Or Losses	$153,747	InvestmentEarningsOrLossesAmt
Other Expenditures	$65,000	OtherExpendituresAmt
End Year Balance	$1,373,854	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,253,864	BeginningYearBalanceAmt
Investment Earnings Or Losses	$96,243	InvestmentEarningsOrLossesAmt
Other Expenditures	$65,000	OtherExpendituresAmt
End Year Balance	$1,285,107	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,311,827	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,048	InvestmentEarningsOrLossesAmt
Other Expenditures	$56,915	OtherExpendituresAmt
End Year Balance	$1,253,864	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.96490	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.03510	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$210,155	OtherCostOrOtherBasisAmt
Depreciation	$91,484	DepreciationAmt
Book Value	$118,671	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$73,602	OtherCostOrOtherBasisAmt
Depreciation	$39,146	DepreciationAmt
Book Value	$34,456	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$153,127	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,393,517	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$19,847	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$26,000	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$45,847	RevenueNotReportedAmt
Revenue Subtotal	$3,347,670	RevenueSubtotalAmt
Investment Expenses Not Incld	$12,931	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$12,931	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,360,601	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,303,463	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$26,000	DonatedServicesUseFcltsAmt
Expenses Not Reported	$26,000	ExpensesNotReportedAmt
Expenses Subtotal	$3,277,463	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$12,931	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$12,931	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,290,394	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

SYMPHONY SILICON VALLEY NEEDS THE LIQUIDITY TO BE ABLE TO DRAW APPROXIMATELY 5% OF THE PRINCIPAL ANNUALLY TO SUPPLEMENT THE OPERATING BUDGET. THE GOAL OF THE SPENDING POLICY IS TO APPLY A DISCIPLINED AND REASONED APPROACH TO MOVING MONEY FROM THE ENDOWMENT FUND TO ITS BENEFICIARY IN A PREDICTABLE, CONSISTENT BASIS. THE CURRENT SPENDING POLICY IS BASED ON THE PAYOUT RATE MULTIPLIED BY THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. A 2-7% RANGE WILL BE IN PLACE TO ALLOW FOR BOARD DISCRETION DURING PARTICULARLY VOLATILE PERIODS. NOTWITHSTANDING THESE SPENDING PARAMETERS, THE ORIGINAL CORPUS SHALL NOT BE INVADED. ANY CHANGES TO THE ENDOWMENT'S SPENDING POLICY SHALL BE RECOMMENDED BY THE INVESTMENT COMMITTEE AND/OR INVESTMENT ADVISORS, WITH ULTIMATE APPROVAL BY THE BOARD OF TRUSTEES.

PART X, LINE 2:

GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE SYMPHONY IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE SYMPHONY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE SYMPHONY'S FEDERAL RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2013 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2012 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	JENNIFER WATKINS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	WIFE OF PRESIDENT	RelationshipDescriptionTxt
Transaction	$89,400	TransactionAmt
Transaction	EMPLOYEE	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$367,026	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	JENNIFER WATKINS, THE GENERAL MANAGER, IS WIFE OF THE PRESIDENT, ANDREW BALES.
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS SCANNED AND E-MAILED TO EACH TRUSTEE ON RECEIPT. A HARD COPY IS ALSO DELIVERED TO THE FINANCE COMMITTEE MEMBERS, BY HAND OR FEDERAL EXPRESS, TO ENSURE RECEIPT. A REVIEW OF THE RETURN IS SCHEDULED WITH FINANCE COMMITTEE MEMBERS AND KEY STAFF (PRESIDENT, GENERAL MANAGER) BEFORE THE TAX RETURN IS FILED; THE REVIEW MAY BE CONDUCTED BY CONFERENCE CALL. ALL BOARD MEMBERS ARE ENCOURAGED TO JOIN IN AND RAISE QUESTIONS. ANY ISSUES BROUGHT UP AT THAT MEETING AND THEIR RESOLUTION ARE REPORTED TO THE FULL BOARD DURING DISCUSSION OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE SYMPHONY'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ONCE EACH YEAR, OR WHEN THEY JOIN THE BOARD IF THEY HAVE MISSED THE ANNUAL DISTRIBUTION, AND A SIGNED COPY IS COLLECTED FROM EACH MEMBER, WHICH IS KEPT IN THE GENERAL MANAGER'S BOARD FILES. BOARD MEMBERS ARE REQUIRED TO REPORT TO THE GENERAL MANAGER ANY ACTIVITY OR RELATIONSHIP THAT MIGHT CONSTITUTE OR GIVE RISE TO A CONFLICT AS DEFINED BY THE POLICY. ANY SUCH ACTIVITY OR RELATIONSHIP IS SUBSEQUENTLY REPORTED TO AND REVIEWED EITHER BY THE AUDIT COMMITTEE (WHICH CURRENTLY SERVES AS OUR PERSONNEL COMMITTEE FOR ANY UNRESOLVED GRIEVANCES), OR BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION OF THE PRESIDENT AND GENERAL MANAGER IS DETERMINED BY AN AD HOC BOARD COMMITTEE MADE UP OF THE BOARD CHAIR AND OTHER BOARD MEMBERS. THE COMMITTEE REVIEWS EXECUTIVE COMPENSATION USING GUIDESTAR, AND 990S FROM COMPARABLE NONPROFITS, TAKING INTO ACCOUNT THE COMPARABLE MARKET RATES IN THE LOCAL GEOGRAPHIC AREA. THE COMPENSATION FOR THESE TWO POSITIONS IS VOTED ON AND APPROVED AT THE BOARD MEETING IN CLOSED SESSION; THE PROCESS IS RECORDED IN THE MINUTES, AND A MEMO NOTATING THE RESULTS IS INCLUDED IN THE PRESIDENT'S AND GENERAL MANAGER'S PERSONNEL FILES. MOST RECENTLY, THE PRESIDENT'S AND GENERAL MANAGER'S COMPENSATIONS WERE REVIEWED IN OCTOBER, 2015.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.