2015-07-13T17:17:44-05:00 2014-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-09-01 911351925 SEATTLE SYMPHONY FOUNDATION SEAT 2062154700 PO BOX 21906 SEATTLE WA 981113906 MAUREEN CAMPBELL MELVILLE VICE PRESIDENT OF FINANCE 2062154700 2015-07-13 1 SARA ELIZABETH J HYRE P00235495 4254544919 2015-07-13 2013 2016-02-25 16:41:14Z JEAN-FRANCOIS HEITZ PO BOX 21906 SEATTLE WA 981113906 8696788 0 X WWW.SEATTLESYMPHONY.ORG X 1986 WA TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. 11 11 0 12 0 0 58046 6035645 0 0 786514 739472 0 0 844560 6775117 1917385 1681211 0 0 35967 205644 169028 119642 338426 134213 148012 2256593 2154509 -1412033 4620608 26316488 32513000 327692 190941 25988796 32322059 THE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA. 0 0 1681211 1681211 THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. 1681211 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 WA X MAUREEN CAMPBELL MELVILLE 2062154700 200 UNIVERSITY STREET SEATTLE WA 98101 JEAN-FRANCOIS HEITZ PRESIDENT 2.00 2.00 X X 0 0 0 KATHLEEN WRIGHT VICE PRESIDENT 2.00 0.00 X X 0 0 0 IRWIN TREIGER SECRETARY 2.00 0.00 X X 0 0 0 MARCO ABBRUZZESE TREASURER 2.00 2.00 X X 0 0 0 J PIERRE LOEBEL DIRECTOR 2.00 2.00 X 0 0 0 GIRISH NAIR DIRECTOR 2.00 0.00 X 0 0 0 LAUREL NESHOLM DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL SLONSKI SECRETARY 2.00 3.00 X X 0 0 0 DAVID TAN DIRECTOR 2.00 0.00 X 0 0 0 MURIEL VAN HOUSEN DIRECTOR 2.00 0.00 X 0 0 0 RICK WHITE DIRECTOR 2.00 0.00 X 0 0 0 V WOOLSTON DIRECTOR 2.00 2.00 X 0 0 0 MAUREEN CAMPBELL MELVILLE VP OF FINANCE 5.00 45.00 X 0 127385 560 0 127385 560 0 0 0 0 CAMPBELL & CO ONE E WACKER DRIVE SUITE 3350 CHICAGO IL 60601 FUNDRAISING CONSULTING 138223 1 176 6035469 25080 6035645 739557 739557 1921586 1921671 -85 -85 -85 6775117 0 0 739472 1681211 1681211 185966 185966 12882 12882 6796 6796 100000 100000 26971 26971 119642 119642 7117 7117 863 400 463 411 411 CULTIVATION 10392 10392 PARKING/BUS PASS 1353 1353 MISCELLANEOUS 591 362 229 FOOD & BEVERAGE 314 22 292 2154509 1681211 134872 338426 64218 20128 31795 815845 112500 3715261 5650 0 3800000 3800000 21681285 23575071 621040 586695 26316488 32513000 123249 0 204443 190941 327692 190941 X 5901094 6971924 460113 1065756 19627589 24284379 25988796 32322059 26316488 32513000 X 4620608 3096360 -1383705 X 0 1 X 1 0 X X X 0 0 0 SEATTLE SYMPHONY ORCHESTRA 910667412 7 1 1 1 2214509 1 2214509 SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,681,211 EXPENSES PAID TO SEATTLE SYMPHONY ORCHESTRA: 533,298 TOTAL: 2,214,509 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25154752 975645 4119676 1621211 473298 28155564 25324926 58046 2530019 1857385 561646 339208 25154752 25300209 116581 2160329 2332620 137375 25107124 19644758 4010454 2294039 500000 149042 25300209 19670735 123987 1459940 1480697 129207 19644758 0.24760 0.73070 0.02170 0 0 0 GIFT ANNUITY PAYABLE 190941 190941 6866561 3096360 -3004916 91444 6775117 0 6775117 533298 60000 60000 473298 1681211 1681211 2154509 PART V, LINE 4: THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,466. TRANSFERS FOR SYMPHONY OPERATIONS -1,681,211. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -1,317,239. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGE 60,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS FOR SYMPHONY OPERATIONS 1,681,211. X X 1 CAMPBELL & CO ONE E WACKER SUITE 3350 CHICAGO IL 60601 CAPITAL CAMPAIGN CONSULTING 0 0 75477 -75477 75477 -75477 WA 0 SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 981113906 910667412 509(A)(1) 1681211 N/A N/A GENERAL SUPPORT 1 0 SCHEDULE I, PART II THE FUNDS THAT ARE TRANSFERRED ARE BASED ON A 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE, AND UP TO 7.5% OF THE AVERAGE IS DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS. X 3 25080 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: THERE WERE 12 VOLUNTEER BOARD MEMBERS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 2 JEAN-FRANCOIS HEITZ, MARCO ABBRUZZESE, J. PIERRE LOEBEL, LAUREL NESHOLM, MICHAEL SLONSKI, V. WOOLSTON AND MAUREEN CAMPBELL MELVILLE HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS ALLOW FOR THE SEATTLE SYMPHONY ORCHESTRA, THE SUPPORTED ORGANIZATION, TO SELECT SIX BOARD MEMBERS FOR THE SEATTLE SYMPHONY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE CONTROLLER AND THE VICE PRESIDENT OF FINANCE CONDUCT A DETAILED REVIEW OF FORM 990 AND RELATED SCHEDULES. THE BOARD PRESIDENT AND AUDIT COMMITTEE ALSO REVIEW THE REPORT PRIOR TO FILING. A PUBLIC DISCLOSURE COPY OF THE RETURN IS AVAILABLE TO ALL BOARD MEMBERS AT THE SEATTLE SYMPHONY FOUNDATION'S OFFICES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 12-14; THE FOUNDATION FOLLOWS THE POLICIES AND PROCEDURES OF THE SEATTLE SYMPHONY ORCHESTRA REGARDING CONFLICT OF INTEREST, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION. THESE POLICIES AND PROCEDURES ARE IN PLACE PRIMARILY DUE TO 1) A MAJORITY OF THE FOUNDATION DIRECTORS ARE ALSO DIRECTORS OF THE SYMPHONY, AND 2) MANAGEMENT SERVICES FOR THE FOUNDATION ARE PROVIDED BY SYMPHONY STAFF. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,466. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -1,317,239. LOSS ON UNCOLLECTIBLE PLEDGE -60,000. SEATTLE SYMPHONY ORCHESTRA PO BOX 21906 SEATTLE WA 981113906 910667412 ORCHESTRA WA 501(C)(3) LINE 7 N/A 0 BH MUSIC CENTER PO BOX 21906 SEATTLE WA 981113906 911704263 OPERATION OF CONCERT HALL WA 501(C)(3) LINE 9 SEATTLE SYMPHONY ORCHESTRA 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1