2015-07-02T13:43:43-07:00 2014-08-31 990 2013-09-01 042103550 BOSTON SYMPHONY ORCHESTRA INC BOST 6172661492 301 Massachusetts Avenue Boston MA 02115 Thomas D May Chief Financial Officer 6172661492 2015-06-02 2013 2016-02-25 16:41:14Z Mark Volpe 301 Massachusetts Avenue Boston MA 02115 222726901 0 X www.bso.org X 1918 MA The mission of the Boston Symphony Orchestra 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 and presenting this music to the widest audience possible. BSO concerts include: the Boston Symphony winter season in Symphony Hall in Boston; the Boston Symphony's summer festival at Tanglewood, its outdoor summer home in Lenox and Stockbridge, Massachusetts; and Boston Pops concerts in Symphony Hall that reach a third audience for whom orchestral music may not be as familiar. Additionally, an array of BSO education and community engagement programs are held each year that are intended to serve as a resource for educators, families and students. 33 31 1217 1231 1743436 595756 35806641 29175439 35064971 38166106 23183856 28418951 4001754 4893386 98057222 100653882 0 0 0 0 49414670 47277189 0 0 7289352 37794023 41266212 87208693 88543401 10848529 12110481 524519502 571114027 56670303 59428654 467849199 511685373 The mission of the Boston Symphony Orchestra 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 and presenting this music to the widest audience possible. BSO concerts include: the Boston Symphony winter season in Symphony Hall in Boston; the Boston Symphony's summer festival at Tanglewood, its outdoor summer home in Lenox and Stockbridge, Massachusetts; and Boston Pops concerts in Symphony Hall that reach a third audience for whom orchestral music may not be as familiar. Additionally, an array of BSO education and community engagement programs are held each year that are intended to serve as a resource for educators, families and students. 0 0 61167101 0 36836390 Orchestra Music Programs: Founded in 1881, 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. Recognized as one of the world's finest orchestras, the BSO presents an average of 27 programs in approximately 100 concerts at Symphony Hall between September and April each year that embrace the full range of orchestral repertoire. Another 34 concerts are presented each summer at Tanglewood, the BSO's summer music festival in western Massachusetts. The BSO also offers an annual series of concerts in New York's Carnegie Hall, 15 Youth and Family Concerts, and a series of three open rehearsals for high school students. Following the close of the BSO's winter season through early July and during the December holiday season, the Boston Pops give approximately eighty concerts. All told, the BSO is one of the world's largest orchestral operations and the fourth-largest performing arts institution in the United States. The BSO's 2013-14 subscription season marked the orchestra's 133rd year. During the 2013-14 season, the Orchestra's level of playing remained exemplary, with concerts in Boston and New York receiving audience acclaim and many positive press notices. Highlights of the season included two Symphony Hall appearances by Andris Nelsons, including a concert opera performance of Strauss's Salome on March 6 that met with resounding acclaim from audiences and critics. Additional highlights included: in early 2014, La Pasion segun San Marcos by Golijov, conducted by Robert Spano and featuring the BSO along with a unique and talented cast of stylistically diverse performers; a consummate performance of an all-Ravel program (reprised at Carnegie Hall) conducted by Bernard Haitink, January 30-February 1; a special presentation of West Side Story with live orchestral performance by the BSO, conducted by David Newman, February 14-16; two world premieres of new orchestral pieces in Symphony Hall, Bernard Rands' Concerto for Piano and Orchestra (featuring Jonathan Biss) and Mark Neikrug's Concerto for Bassoon and Orchestra (featuring the BSO's own Richard Svoboda), both BSO co-commissions, and the American premiere of Turnage's Speranza, also a BSO co-commission. Following the end of the BSO's 2013-14 season in Symphony Hall on April 26, the orchestra toured China and Japan, May 1-11, under the direction of Lorin Maazel, returning to China for the first time since its historic first visit there with Seiji Ozawa in 1979. The orchestra performed in Beijing, Shanghai, and Tokyo. The 2014 Tanglewood season opened on July 5, 2014. The BSO with guest soloist Renee Fleming performed beloved American works of the concert hall and opera stage with guest conductors William Eddins and Rob Fisher. As in years past, the nation's premiere summer music festival built its season around a rich, varied selection of orchestral repertoire, interspersed with opera, chamber music, solo recitals, and popular artists. This blend of genres allows Tanglewood to showcase the talents of the world's leading musicians, which this season included singer-songwriter James Taylor, vocal ensemble Chanticleer, the Sequentia Ensemble for Medieval music, the Knights with soprano Dawn Upshaw, and beloved jazz vocalist Tony Bennett, among others. This summer at Tanglewood Andris Nelsons conducted his first Tanglewood performances since his appointment as Music Director, including a gala performance on July 12 and a concert featuring violinist Joshua Bell on July 20. Additional BSO highlights at Tanglewood included Mahler Symphony No. 2 under the baton of Manfred Honeck (substituting for Christoph von Dohnanyi) on July 26, an all-Tchaikovsky program featuring guest soloist Yo-Yo Ma on August 10, a concert performance of Bernstein's complete Candide on August 16, and several excellent and well-received performances by the Tanglewood Music Center Orchestra, including a wonderful all-Berlioz program led by French conductor Stephane Deneve. Throughout its history, the BSO has enabled the creation of hundreds of works, many of which have become landmarks in orchestral repertoire. BSO has commissioned and presented more than 400 U.S. and world premieres, including major works by Prokofiev, Stravinsky, Bartok, Carter, Copland, Gershwin and Harbison, among many others. Several BSO commissions have become landmarks of the 20th Century orchestral repertoire, including Stravinsky's Symphony of Psalms, Bartok's Concerto for Orchestra, and Bernstein's Symphony No. 3, Kaddish. More recently, Yehudi Wyner's piano concerto, Chiavi in mano, was recognized with the Pulitzer Prize, and Peter Lieberson's Neruda Songs has become a commercial success. During the 2013-14 BSO season in Symphony Hall, as mentioned above, the orchestra presented world premieres by Bernard Rands and Mark Neikrug and an American premiere by Mark-Anthony Turnage. The Boston Pops continued to broaden the boundaries of the orchestral genre, incorporating new styles, collaborating with popular entertainers, and helping new generations of listeners to discover orchestral music. Under the direction of Conductor Keith Lockhart, the Boston Pops' FY14 season included the 2013 Holiday Pops season, the Spring Pops season in May and June, the famous Fourth of July concert on Boston's Charles River Esplanade (held on July 3, 2014 due to weather), and performances on tour as well as at Tanglewood. The Spring Pops season focused on the theme The Very Best of the Boston Pops. Highlights of the season included the Boston debut of "Cirque de la Symphony," a fusion of circus and orchestra featuring aerial flyers, acrobats, contortionists, dancers, jugglers, balancers, and strongmen, all synchronized with live orchestral performance, a screening of the complete Wizard of Oz with live orchestra accompaniment, "Gatsby Night," a set of three 1920's-style concerts featuring the Boston Pops and New York-based jazz band The Hot Sardines in their Pops debut, and Melissa Etheridge making her first appearances with orchestra, including a Pops performance with students from her alma mater, the Berklee College of Music, on June 12. Despite the change of date due to inclement weather, the first-ever live web broadcast of the July Esplanade concert, which featured performances by the Boston Pops, the Beach Boys, Megan Hilty, and the Boston Children's Chorus, was a great success. The live broadcast reached approximately 35,000, and the on-demand stream via BostonPopsJuly4th.org, BostonPops.org/MediaCenter, and YouTube reached an audience of more than 1.3 million. We are especially pleased that this activity brought Massachusetts cultural product to more than 1,000,000 out of state viewers. On the road, the Boston Pops returned to the Southwest and California in November, 2013 for the first time in several years, a tour that was a well-received by both audiences and critics. For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was more than 1 million. BSO concerts from Symphony Hall (Saturday evenings) and Tanglewood (Saturdays and Sundays) were also heard throughout southern New England in weekly live radio broadcasts over Classical New England 99.5 (formerly WCRB, now a subsidiary of WGBH), in addition to reaching a global audience through live, online streaming on the WGBH website. Saturday-evening concerts during the Boston Pops' season were also broadcast live over Classical New England 99.5. A few days following, streaming of the recorded program becomes available via the BSO Media Center at www.bso.org/media. Streams remain available via bso.org/mediacenter for up to a year after the original performance, surpassing the usual industry standard of just a few weeks. The core Symphony Hall audience comes from the Greater Boston area, and nearly 70 percent of the Tanglewood audience comes from outside Massachusetts. The BSO actively works to cultivate new and non-traditional audiences - especially for new music - through targeted community engagement activities. The institution has well-established collaborations with public schools, colleges, music schools, and community organizations throughout the Greater Boston area that allow it to interact directly and on a regular basis with the audiences it wishes to cultivate. According to an independent economic-impact study released in 2008, the BSO generates $136 million annually for the Boston-area economy and another $61 million for the Berkshire County economy during the 10 weeks that the orchestra is in residence at Tanglewood. 4946280 443986 Education: Education is integral to the BSO's mission and comprises two main components: 1) training of young professional musicians at the Tanglewood Music Center, the BSO's world-renowned summer academy for advanced musical study; and 2) Education and Community Engagement programs that offer individuals of all backgrounds, at all stages of life, an opportunity to develop their relationship with the BSO and build their ownership of and engagement with orchestral music through high quality, relevant, multileveled, and interactive education and community engagement experiences. Over the past seven decades, the Tanglewood Music Center (TMC) has established itself as the preeminent professional music-training center of its kind, and its alumni have shaped and changed the musical landscape in all parts of the world. The TMC program is truly unique, having a fully-integrated relationship with a world-class symphony orchestra, continuously drawing on the musicians, ideas, and resources of the BSO, and enlisting the participation of its artists to create and contribute to the educational experience of young musicians in the most profound manner. The mission of the TMC is to serve as a bridge from the conservatory to the professional world, allowing young musicians of the highest promise to gain access to the guidance of the music world's most esteemed senior professionals. The relationships cultivated at the TMC offer direct entrée to upper levels of the profession. Upon completing their time at TMC, TMC "fellows" are deemed to have all of the requisite skill and training for highly successful careers as performing musicians. Since its inception the TMC has also functioned as a think tank in which faculty are encouraged to pursue directions that will open new avenues in the field. The principal areas of study and performance at the TMC are orchestral and chamber music, with a heavy emphasis on contemporary music, vocal repertoire including art song and opera (also involving instrumentalists), composition, and conducting. In the summer of 2014, 139 accomplished fellows studied and performed for eight weeks under the direction of 60 resident and guest faculty members and members of the Boston Symphony Orchestra. Participating fellows represented 27 states and 16 foreign countries. Performance and study of new music, always central to the TMC methodology, were programmed throughout the summer, and the TMC fellows played a prominent role in Tanglewood's annual Festival of Contemporary Music (FCM). Between July 17-21, 2014, the TMC presented five days of artistically excellent performances of important contemporary repertoire that reached an audience of 3,674. Composers John Harbison and Michael Gandolfi co-directed the FCM in 2014. Some 35,000 people participate each year in an array of BSO Education and Community Engagement programs intended to serve as a resource for educators, families, and students. BSO education programs welcome and include individuals of all backgrounds and learning styles, at all points in their relationship with orchestral music, and connect with residents in a wide range of communities across their lifespans. During FY2014 the BSO offered, among other programs, a total of fourteen Youth and Family Concerts attended by more than 27,000. Through a special initiative for Boston Public School students, the BSO fully underwrites admission to the Youth Concerts for BPS groups. In 2014 this program served more than 2,000 urban children in third through twelfth grades. The BSO's High School Open Rehearsals, a relatively new initiative launched in FY08 that brings interested teenagers to Symphony Hall to observe how the orchestra prepares its repertoire, were attended by more than 3,000 students. The BSO has offered a Concerto Competition for advanced high-school instrumentalists (piano, strings, winds, and brass) since 1959 when Harry Ellis Dickson founded the BSO's current Youth Concerts series. Two first-place awards are now offered. Each award includes a cash prize as well as a performance at a Boston Symphony Family Concert or a Boston Pops concert. Second- and third-place winners receive small cash prizes. Over the years, a number of Concerto Competition winners have gone on to careers as soloists, orchestral musicians, or teachers, including longtime BSO Assistant Principal Bass Larry Wolfe and National Symphony Orchestra Concertmaster Nurit Bar-Josef. In the summer of 2014, Days in the Arts (DARTS) continued to provide students from across Massachusetts with intensive, hands-on experiences in the arts. For eight weeks each July and August, DARTS draws upon the richly diverse resources of the Boston Symphony Orchestra and the world-class cultural institutions of the Berkshires, offering a unique opportunity for students to experience the arts and to discover and explore their own creative potentials in a supportive, non-judgmental environment. Participants are students entering the fifth, sixth, and seventh grades, drawn from urban, suburban, and rural communities across Massachusetts. In 2014, DARTS enrolled a total of 395 children for eight one-week sessions. During each session, the students explored an artistic discipline through a variety of age-appropriate themes. Included in the program was an average of three field trips per week to such local arts institutions as Jacob's Pillow Dance Festival and the Norman Rockwell Museum. Each student successfully produced an end-of-the-week presentation that incorporated their discipline and the theme of the week. They also participated in daily creative-writing sessions and kept a journal of their experiences at DARTS. 1378725 1447436 Historic Preservation and Conservation and Facility Rental: Symphony Hall has long been considered the finest concert hall in the United States, and its spectacular acoustic qualities have earned it a place among the top three concert auditoriums in the world, a fact underscored by the hall's designation as a National Historic Landmark in 1999. Symphony Hall resonates with over a century of great performances by leading artists, the musical vibrancy of the 20th century, and the important voices of history. It is a familiar location for millions of viewers nationwide who have watched "Evening at Pops" on PBS. Since 1900, virtually all of the world's great concert artists have appeared (and continue to appear) on the Symphony Hall stage, either with the BSO or in solo recitals. Touring ensembles have also taken advantage of the hall's acoustics, from renowned symphony orchestras to the U.S. Marine Band. The hall is also the main performance venue for a number of ensembles and presenters, including the Handel & Haydn Society, one of the nation's first permanent performing groups, established in 1815. Symphony Hall is also the primary venue for the Celebrity Series of Boston and the Boston Youth Symphony Orchestras. Frequently used as a civic auditorium, Symphony Hall has hosted many non-musical events that bear upon U.S. history and reflect the development of the United States as a world leader. In the early years of the 20th century, the hall served as a place to honor and present the luminaries of that era. World figures in politics and literature have lectured in Symphony Hall regularly, and controversial social issues were also given their due in debates. Tanglewood is the summer performance home of the Boston Symphony Orchestra and is located in Lenox, Massachusetts, amid the scenic splendor of the Berkshire hills. Established in 1936 by then-BSO Music Director Serge Koussevitzky, Tanglewood is now one of the world's preeminent summer music festivals. Tanglewood is also a festival renowned for its vital role in the development of America's contributions to music. Tanglewood attracts more than 350,000 visitors from around the world annually, and presents ten weeks of diverse programming each summer, the central feature of which is approximately two dozen BSO concerts featuring the finest classical music and the most esteemed conductors and soloists. The festival also includes a weekly chamber music series, solo recitals by acclaimed artists, some forty concerts and recitals by fellows of the Tanglewood Music Center, the weeklong Festival of Contemporary Music, and a Popular Artists Series. Comprising the former Tanglewood and Highwood estates, Tanglewood covers more than 500 scenic acres and remains open to the public year-round, much like a state park. There are 23 buildings on the grounds, including three principal performance venues: the Koussevitzky Music Shed and Seiji Ozawa Concert Hall. Built in 1938 from plans by Eliel Saarinen, the Koussevitzky Music Shed is a seasonal hall that is open on three sides and has 5,121 seats with 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 provides a venue for the Tanglewood festival's solo and chamber music performances, including Friday-evening prelude concerts. The brick and wood structure also provides space for rehearsals by Tanglewood's guest artists, serves as the headquarters of the Tanglewood Music Center, and acts as a recording facility. 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. During FY14, in accordance with the Boston Symphony Orchestra's master plan for facilities in Boston and at Tanglewood, the BSO completed a major renovation and expansion of the Tanglewood Festival Chorus rehearsal room and the relocation and upgrading of the BSO Archives to a new, state-of-the-art and climate-controlled space. At Tanglewood, facilities and restoration work included the first phase of crucial work on the exterior of Seiji Ozawa Hall. A recent engineering evaluation of the structure revealed extensive premature deterioration to its masonry and exterior envelope due to extreme weather conditions in the Berkshires region. This work constituted one of the highest-priority capital projects for the Tanglewood facility during FY14. 704986 143344 Electronic Media: During FY14, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on 99.5 Classical New England (formerly WCRB, now a subsidiary of public radio station WGBH) and streamed live online streaming via the WGBH website. A few days following, streaming of the recorded program becomes available via the BSO Media Center at www.bso.org/media. Streams remain available via bso.org/mediacenter for up to a year after the original performance, surpassing the usual industry standard of just a few weeks.The BSO reaches more than 7 million music lovers worldwide each year through its ever-expanding internet presence at www.bso.org, www.bostonpops.org, and www.tanglewood.org. The BSO's online music store, the BSO Digital Music Service, offers exclusive music produced by the BSO and Boston Pops for purchase and download, as well as a digital music subscription service. Since its launch in 2008, the BSO's digital music store has facilitated the download hundreds of thousands of digital items. The BSO's online Media Center also offers access to the orchestra's popular podcast series and streams of special audio and video content tailored to expand the global reach of the orchestra's current activities and complement institutional milestones and other historic events. For each of the BSO's winter season programs, the orchestra releases a concert-overview podcast that offers insight into how listeners may approach given compositions, as well as audio or video clips from the BSO's archives and live interviews, when applicable. The Media Center receives an average of 6,500 visits per day and disseminates BSO concerts, podcasts, and other media far beyond just concertgoers, reaching tens of thousands of music enthusiasts each month.All audio and video podcasts are published through the BSO Media Center, which is available at www.bso.org and also via download through the iPhone or iPad podcast app. 132437 207406 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. 837423 0 350750 68329529 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 401 0 1 1217 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 31 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA NJ NY X Thomas D May 6172661492 301 Massachusetts Ave Boston MA 021154557 X William F Achtmeyer Vice- Chair 2 X X 0 0 0 David Altshuler Trustee 2 X 0 0 0 George D Behrakis Trustee 2 X 0 0 0 Jan Brett Trustee 2 X 0 0 0 Paul Buttenwieser Trustee 2 X 0 0 0 Ronald G Casty Trustee 2 X 0 0 0 Richard F Connolly Jr Trustee 2 X 0 0 0 Diddy Cullinane Trustee 2 X 0 0 0 Cynthia Curme Trustee 2 X 0 0 0 Alan J Dworsky Trustee 2 X 0 0 0 William R Elfers Trustee 2 X 0 0 0 Thomas E Faust Jr Trustee 2 X 0 0 0 Michael Gordon Trustee 2 X 0 0 0 Brent L Henry Trustee 2 X 0 0 0 Stephen Kay Trustee 2 X 0 0 0 Edmund Kelly Chairman 2 X X 0 0 0 Joyce G Linde Trustee 2 X 0 0 0 John M Loder Trustee 2 X 0 0 0 Nancy K Lubin Trustee 2 X 0 0 0 Carmine A Martignetti Vice-Chairman 2 X X 0 0 0 Robert J Mayer MD Trustee 2 X 0 0 0 Robert P O'Block Trustee 2 X 0 0 0 Susan W Paine Trustee 2 X 0 0 0 John Reed Trustee 2 X 0 0 0 Carol Reich Trustee 2 X 0 0 0 Arthur I Segel Trustee 2 X 0 0 0 Roger T Servison Trustee 2 X 0 0 0 Wendy Shattuck Trustee 2 X 0 0 0 Theresa M Stone Treasurer 2 X X 0 0 0 Caroline Taylor Trustee 2 X 0 0 0 Stephen R Weber Vice Chairman 2 X X 0 0 0 Roberta S Weiner Trustee 2 X 0 0 0 Robert C Winters Trustee 2 X 0 0 0 Mark Volpe Managing Director 50 1 X 753739 0 98868 Thomas D May Chief Financial Officer 50.00 1 X 249440 0 85624 Bart Reidy Clerk of the Board 50.00 0 X 202094 0 39682 Kim Noltemy Chief Mrktg & Communications Officer 50.00 X 225922 0 56822 Malcolm Lowe Concertmaster 40 X 446155 0 32780 John A Ferrillo Jr Principal Oboe 40 X 277968 0 49509 Thomas C Rolfs Jr Principal Trumpet 40 X 256632 0 53899 Steven Ansell Principal Viola 40 X 242797 0 59516 Timothy Genis Timpanist 40 X 231712 0 17908 2886459 0 494608 135 0 1 0 Isole Inc 252 Kent Street Brookline MA 02446 Services of K. Lockhart 747521 Opus 3 Artists 470 Park Avenue 9th Floor New York NY 10016 Guest Artists 433000 Daniel J Luczynski 9 Munroe Road Drury MA 01343 Construction Contractor 430219 Horizon Solutions LLC PO BOX 92367 Rochester NY 14692 Construction Contractor 368079 Creative Artists Agency 200 Avenue of the Stars Los Angeles CA 90067 Guest Artists 294250 20 0 0 3087764 0 480000 25607675 2233918 29175439 Concerts & tours 900099 36836390 36836390 0 0 Program advertising 511190 672373 0 672373 0 Education 900099 443986 443986 0 0 Electronic media 900099 143344 143344 0 0 Parking 900099 70013 0 0 70013 38166106 1709898 0 0 1709898 0 0 0 0 0 0 0 0 4144822 0 1284847 0 2859975 0 2859975 1447436 0 1412539 145576004 31359 118898310 0 26677694 31359 26709053 0 668406 26040647 619734 3087764 1250854 -631120 0 -631120 1249071 639008 610063 207406 402657 0 Food and beverage 900099 2054468 0 0 2054468 0 0 0 0 2054468 100653882 39078562 1743436 30656445 X 1653819 1226985 426834 145609 145609 34763288 26407067 5512695 2843526 2863991 1806178 742670 315143 5395796 3465230 1321645 608921 2454686 1589962 607106 257618 75000 75000 289264 289264 148468 148468 32927 32927 1611905 1611905 13523851 12985975 532986 4890 3397100 3028855 118636 249609 2274899 1713835 162959 398105 1136902 272856 557082 306964 32762 32762 2961126 2191233 533003 236890 6191075 5801597 218437 171041 439708 40427 49601 349680 43197 41469 1728 5126943 3893399 741299 492245 168142 10250 157892 Concert production expenses 1387357 1383565 3792 2425586 1832355 593231 88543401 68329529 12924520 7289352 3052289 6551718 15260991 6789194 21056345 18969329 1378729 1555549 72046 56883 517189 484473 1767118 1976722 123934482 73515775 50071881 50418707 128238584 123854389 267435849 322566948 35668481 37890115 524519502 571114027 8725213 9553700 9700855 9815287 5500000 5500000 32744235 34559667 56670303 59428654 X 65372225 77388359 205026843 231889157 197450131 202407857 467849199 511685373 524519502 571114027 X 12110481 33379116 0 0 0 -1653423 X 0 1 X 1 0 X 28470125 24734705 34676732 35806641 29175439 152863642 0 0 0 0 0 0 0 0 28470125 24734705 34676732 35806641 29175439 152863642 12836611 140027031 3555358 2788795 2563448 3046527 4407284 16361412 0 0 199946 596756 796702 0 0 0 170021756 185737728 0.82358 0.7898 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 32927 0 0 32927 0 Schedule C, Part II-B, Line 1 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. 421650000 18200000 59358000 0 24309000 0 474899000 379963000 21780000 36543000 0 16636000 0 421650000 387370000 8067000 7551000 0 23025000 0 379963000 354476000 5920000 49369000 0 22395000 0 387370000 329988000 7159000 32976000 0 15647000 0 354476000 0.1392 0.4111 0.4497 1 0 0 6554782 6554782 0 75232874 44518092 30714782 0 0 0 0 0 33481670 24463969 9017701 0 8665156 4533714 4131442 50418707 Marketable Alternatives (equity LPs) 265078476 F Real Assets 15813886 F Illiquid Equities (private equity LPs) 20517198 F Real Estate (real estate LPs) 13109787 F Investment in 263 HA Limited Partnership 8047601 F 322566948 Assets Held by Others 28477548 Assets of Split Interest Agreements 9412567 37890115 Accrued Liability for Pension & Post Retirement 34559667 34559667 X 134851886 33379116 566729 0 1225056 35170901 99680985 1611905 -639008 972897 100653882 88137233 566729 0 0 639008 1205737 86931496 1611905 0 1611905 88543401 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 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. Central America and the Caribbean 0 0 Investments 66787761 East Asia and the Pacific 0 0 Program Services Concert Tour 2376954 0 0 69164715 1 0 1 1 1 0 Opening Gala 1315803 1150431 165372 0 0 0 74340 50945 300191 Corporate Event 865332 807678 57654 0 0 0 73503 78762 74176 6 1526363 1129655 396708 0 0 0 156927 54282 387728 3707498 3087764 619734 0 0 0 304770 183989 762095 1250854 -631120 X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 Mark Volpe Managing Director 500700 0 0 0 253039 0 66641 0 32227 0 852607 0 Thomas D May Chief Financial Officer 246915 0 0 0 2525 0 50145 0 35479 0 335064 0 Bart Reidy Clerk of the Board 201045 0 0 0 1049 0 16378 0 23304 0 241776 0 Kim Noltemy Chief Mrktg & Communications Officer 224761 0 0 0 1161 0 22948 0 33874 0 282744 0 Malcolm Lowe Concertmaster 372632 0 35000 0 38523 0 0 0 32780 0 478935 0 John A Ferrillo Jr Principal Oboe 272214 0 0 0 5753 0 25337 0 24172 0 327476 0 Thomas C Rolfs Jr Principal Trumpet 236656 0 0 0 19975 0 22766 0 31133 0 310530 0 Steven Ansell Principal Viola 233813 0 0 0 8984 0 26019 0 33497 0 302313 0 Timothy Genis Timpanist 208360 0 0 0 23352 0 17039 0 869 0 249620 0 Schedule J, Part I, Line 1a 1) 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 2013 includes Base Compensation of $500,700. Other Reportable Compensation includes 1) taxable fringe in the amount of $12,887 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $17,500 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $222,652 which represents the current year obligation related to a retirement compensation plan established for Mr. Volpe in fiscal 2007. 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 J, Part I, Line 7 One highly compensated employee is eligible for annual bonuses payable at management's discretion for the satisfactory fulfillment of certain responsibilities. Mark Volpe Officer Mortgage X 200000 56883 0 1 1 56883 Joseph Hearne Spouse is trustee 118004 Employed as player 0 Tisbury Tours Inc Co. owned by spouse of trustee 1011560 Engaged to perform concerts 0 Schedule L, Part II 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 by using the IRS approved market rate in effect at the time of the inception and the refinancing of the loan. X 110 2062827 Fair Market Value X 1 150020 Fair Market Value X Hospitality goods 15 21071 Fair Market Value 1 0 1 0 Schedule M, Part I Column B responses represent the number of contributions. Form 990, Part I, Line 6 Volunteers comprise the 660 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 324 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 33 voting trustees and 214 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 employes 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 2013. 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 2013 amounts. Form 990, Part VII, Section B, Line 1(C) Compensation reported is based on calendar 2013 amounts. The compensation listed for Opus 3 Artists includes fees for 6 guest artists. The compensation listed for Creative Artists Agency comprises 6 deposits for guest artists. Form 990, Part IX, Line 11g Line 11g Other comprises $11,908,871 of artistic and other concert related fees and $1,614,980 of security,medical, parking and other services. Form 990, Part XI, Line 9 Other changes in net assets or fund balances of ($1,653,423) comprise change in value of split interest agreements of $1,225,057 and retirement-plan-related charges other than net periodic benefit costs of ($2,878,480). 263 HA Limited Partnership 301 Massachusetts Avenue Boston MA 02115 Real Estate MA 263 Realty Corporation Excluded 1486354 8002119 0 0 0.99 263 Realty Corporation 301 Massachusetts Avenue Boston MA 02115 Real Estate MA N/A C 7537 42450 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 1 263 HA Limited Partnership s 1243788 Actual partnership distribution 263 HA Limited Partnership k 311880 Fair market