FURP.ORG / PUBLIC DATA EXPLORER

BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
Tax period
2012-09-01 to 2013-08-31
Filed
2014-07-08
IRS object ID
201431899349301358
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-07-08T10:37:23-07:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103550EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOSTON SYMPHONY ORCHESTRA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOSTNameControl
Phone6172661492Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameThomas D MayName
TitleChief Financial OfficerTitle
Phone6172661492Phone
Date Signed2014-07-03DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMark VolpeNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Gross Receipts283908392GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.bso.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1918YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionThe 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members32NbrIndependentVotingMembers
Total Nbr Employees1250TotalNbrEmployees
Total Nbr Volunteers1287TotalNbrVolunteers
Total Gross UBI1304719TotalGrossUBI
Net Unrelated Business Txbl Income81580NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year34676732ContributionsGrantsPriorYear
Contributions Grants Current Year35806641ContributionsGrantsCurrentYear
Program Service Revenue Prior Year36326208ProgramServiceRevenuePriorYear
Program Service Revenue CY35064971ProgramServiceRevenueCY
Investment Income Prior Year22033214InvestmentIncomePriorYear
Investment Income Current Year23183856InvestmentIncomeCurrentYear
Other Revenue Prior Year4183250OtherRevenuePriorYear
Other Revenue Current Year4001754OtherRevenueCurrentYear
Total Revenue Prior Year97219404TotalRevenuePriorYear
Total Revenue Current Year98057222TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year46944447SalariesEtcPriorYear
Salaries Etc Current Year49414670SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7605168TotalFundrsngExpCurrentYear
Other Expense Prior Year38900311OtherExpensePriorYear
Other Expenses Current Year37794023OtherExpensesCurrentYear
Total Expenses Prior Year85844758TotalExpensesPriorYear
Total Expenses Current Year87208693TotalExpensesCurrentYear
Revenues Less Expenses Prior Year11374646RevenuesLessExpensesPriorYear
Revenues Less Expenses CY10848529RevenuesLessExpensesCY
Total Assets BOY494201024TotalAssetsBOY
Total Assets EOY524519502TotalAssetsEOY
Total Liabilities BOY73671753TotalLiabilitiesBOY
Total Liabilities EOY56670303TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY420529271NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY467849199NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense59037793Expense
Grants0Grants
Revenue33644101Revenue
DescriptionOrchestra 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 the world's largest orchestral operation and the fourth-largest performing arts institution in the United States. The BSO's 2012-13 subscription season marked the orchestra's 132nd year. During the 2012-13 season, the Orchestra's level of playing remained exemplary, with concerts in Boston and New York receiving audience acclaim and many positive press notices. On September 22, 2012, world-renowned musician Itzhak Perlman joined the orchestra on Opening Night in his first BSO appearances in the dual role of conductor and soloist, presenting an all-Beethoven program featuring Romances Nos. 1 and 2 for violin and orchestra and Symphony No. 7. The subscription season opened on September 27 with the BSO's first Symphony Hall concert performance of Gershwin's Porgy and Bess, reprising one of the most exciting evenings of the 2011 Tanglewood season. Conductor Bramwell Tovey returned to the podium for this program, with bass-baritone Alfred Walker and soprano Laquita Mitchell again taking the title roles. January 31-Feburary 5, 2013, Andris Nelsons (named BSO Music Director Designate in May, 2013) conducted his first BSO concerts at Symphony Hall. Notable guest soloists during 2012-13 included violinists Joshua Bell, Gil Shaham, and Nikolaj Znaider. Pianists included Christian Zacaharias, Jean-Yves Thibaudet, and Garrick Ohlsson. Prize-winning young Russian pianist Daniil Trifonov and the celebrated Lang Lang made their BSO subscription series debuts. In April, Oliver Knussen led his own Violin Concerto with soloist Pinchas Zukerman and his own Whitman Settings with soprano Claire Booth in her BSO debut. Two new BSO commissions entered the orchestra's repertoire: Finnish composer Kaija Saariaho's Circle Map for orchestra and electronics, a BSO co-commission, received its American premiere under the baton of Juanjo Mena in November, 2012 and American composer Augusta Read Thomas's Cello Concerto No. 3 received its world premiere with soloist Lynn Harrell and conductor Christoph Eschenbach in March, 2013. In the concluding months of the season, the BSO returned to Carnegie Hall (April 3, 4, and 5, 2013), presenting some of the best of the BSO subscription series, including works by Rachmaninoff, Bartok, Mahler, and Wagner. Rafael Fruhbeck de Burgos and Daniele Gatti directed the orchestra, reprising Symphony Hall programs from their guest conductor appearances in March and early April of 2013. April 18-23, 2013, the BSO members showcased their strength as an ensemble of virtuoso players with a "conductor-less" performance, featuring works by Britten, Mozart, Dvorak, and Tippett. In addition to those mentioned above, esteemed guest conductors who took the podium during the 2012-13 season included Charles Dutoit, Stephane Deneve, and Christoph von Dohnanyi, among others. Under the direction of conductor Rafael Fruhbeck de Burgos, the BSO opened the 2013 Tanglewood season on July 5, 2013 with an all-Tchaikovsky program featuring guest soloist Joshua Bell. 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 allowed Tanglewood to showcase the talents of the world's leading musicians, which included singer-songwriter Jackson Browne, jazz musicians Esperanza Spalding and Donal Fox, baritone Bryn Terfel, pianists Garrick Ohlsson, Lang Lang, and Daniil Trifonov, and cellist Yo-Yo Ma, who appeared both as a soloist with the BSO and as the leader of his innovative chamber ensemble the Goat Rodeo Sessions. In addition to Opening Night, standouts of the classical repertoire presented during summer 2013 at Tanglewood included Mahler's Symphony No. 3 conducted by Rafael Fruhbeck de Burgos on July 6; a concert presentation of Die Walkure, Act III conducted by Lothar Koenigs on July 20; and a program conducted by Charles Dutoit on August 4 featuring Stravinksy's Rite of Spring and Yo-Yo Ma as guest soloist for the Dvorak Cello Concerto. A new presentation of the iconic film West Side Story was accompanied by a live performance by the BSO of Leonard Bernstein's score under the direction of conductor David Newman and Emmanuel Music gave a concert performance of Harbison's opera The Great Gatsby, featuring tenor Gordon Gietz as Jay Gatsby, soprano Devon Guthrie as Daisy Buchanan, mezzo-soprano Katherine Growdon as Myrtle Wilson, and mezzo-soprano Krista River as Jordan Baker. The Boston Pops made several special appearances, including Film Night with John Williams and Tanglewood on Parade. Continuing his special cross-disciplinary role at Tanglewood and the Tanglewood Music Center, legendary choreographer Mark Morris choreographed and directed a performance by TMC Fellows and the Mark Morris Dance Group of Britten's rarely-performed Curlew River and Purcell's Dido and Aeneas. The 2013 Festival of Contemporary Music took place August 8-12, and was also among the season highlights. Directed by pianist and passionate new music advocate Pierre-Laurent Aimard, the festival concluded with the U. S. premiere of George Benjamin's new opera Written on Skin, which received universal acclaim from press and audience for the impact of the work and strength of the performance. 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, Bartók'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 2012-13 BSO season in Symphony Hall, as mentioned above, the orchestra presented the American premieres of Kaija Saariaho's Circle Map for orchestra and electronics and Augusta Read Thomas's Cello Concerto No. 3. For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was approximately 1.1 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense5061076Expense
Grants0Grants
Revenue466944Revenue
DescriptionEducation: 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 staged opera (also involving instrumentalists), composition, and conducting. In the summer of 2013, 155 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 30 states and 17 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, which was directed in 2013 by pianist and passionate new music advocate Pierre-Laurent Aimard. The festival concluded with the U. S. premiere of George Benjamin's new opera Written on Skin, which received widespread acclaim from press and audience for the impact of the work and strength of the performance. Some 28,000 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 FY2013 the BSO offered, among other programs, a total of fifteen Youth and Family Concerts attended by more than 12,000. Through the Metropolitan Youth Concerts series, the BSO fully underwrites admission to the Youth Concerts for students in the Boston Public Schools and other metro-Boston school systems. This program serves more than 4,000 urban children in third through twelfth grades from approximately 50 schools. 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 3,010 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 2013, 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 2013, DARTS enrolled a total of 379 children for eight one-week sessions. During each session, the students explored an artistic discipline through themes revolving around 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1361694Expense
Grants0Grants
Revenue1488552Revenue
DescriptionHistoric 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 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 fifty 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, Seiji Ozawa Concert Hall, and the Tanglewood Theatre. 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. The Theatre is the second Tanglewood structure designed by Eero Saarinen. It is used primarily by the TMC for opera and other staged productions not suited for presentation in Ozawa Hall. This wooden structure has a full orchestra pit and fully rigged stage. The Tanglewood master plan was completed in the summer of 2005, resulting in an approved plan that will guide the enhancement and preservation of this unique property for the next seven to ten years. During FY13, in accordance with the Boston Symphony Orchestra's master plan for facilities, the BSO completed extensive exterior restoration work on Symphony Hall in Boston and important lighting upgrades to the pathway from Tanglewood's two primary music venues, the Koussevitzky Music Shed and Ozawa Hall on the Tanglewood grounds to improve safety and comfort for visitors after dark.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseGrantsGrantsRevenueRevenueDescriptionDescription
3276230204923Electronic Media: During FY13, 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's website (www.bso.org) continued to prove its value as one of the orchestra's most vital business assets, receiving nearly 7 million visits in FY13, 15 percent of which were international. This generated nearly 33 million page views. The BSO's website continues to be the largest and most-visited orchestral website in the country. The website is also essential to executing the orchestra's educational and community engagement mission. 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. Currently, the BSO's podcast series has 135,000 subscribers, of which 101,000 are active. 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.
3648400172457Merchandise 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.
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Total Of Other Program Service Rev377380TotalOfOtherProgramServiceRev
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Number Forms Transmitted With1096400NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
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Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
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Family Or Business Relationship1FamilyOrBusinessRelationship
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States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
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Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonThomas D MayNamePerson
Telephone Number6172661492TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AveAddressLine1
CityBostonCity
StateMAState
ZIP Code021154557ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (42 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
William F Achtmeyer
Trustee2X000
George D Behrakis
Trustee2X000
Alan Bressler
Trustee2X000
Jan Brett
Trustee2X000
Paul Buttenwieser
Vice-Chairman2X000
Richard F Connolly Jr
Trustee2X000
Diddy Cullinane
Vice-Chairman2X000
Cynthia Curme
Trustee2X000
Alan J Dworsky
Trustee2X000
William R Elfers
Trustee2X000
Thomas E Faust Jr
Trustee2X000
Nancy J Fitzpatrick
Trustee2X000
Michael Gordon
Trustee2X000
Brent L Henry
Trustee2X000
Charles H Jenkins Jr
Trustee2X000
Stephen Kay
Vice-Chairman2X000
Edmund Kelly
Chairman2X000
Joyce G Linde
Trustee2X000
John M Loder
Trustee2X000
Nancy K Lubin
Trustee2X000
Carmine A Martignetti
Trustee2X000
Robert J Mayer MD
Trustee2X000
Robert P O'Block
Vice-Chairman2X000
Susan W Paine
Trustee2X000
Carol Reich
Trustee2X000
Arthur I Segel
Trustee2X000
Roger T Servison
Vice-Chairman2X000
Thomas G Stemberg
Trustee2X000
Theresa M Stone
Treasurer2X000
Caroline Taylor
Trustee2X000
Stephen R Weber
Vice Chairman2X000
Stephen R Weiner
Trustee2X000
Robert C Winters
Trustee2X000
Mark Volpe
Managing Director406267440720601X
Thomas D May
Chief Financial Officer402540130817171X
Suzanne Page
Clerk of the Board4080871021404X
Kim Noltemy
Chief Mrktg & Communications Officer40221222060947X
Malcolm Lowe
Concertmaster40442734025196X
John A Ferrillo Jr
Principal Oboe40272219048267X
Thomas C Rolfs Jr
Principal Trumpet40272050049720X
Steven Ansell
Principal Viola40237083054677X
Timothy Genis
Timpanist40231987029123X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2638923TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation443111TotalOtherCompensation
Number Individuals GT100 K129NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1Address Line2AddressOfContractor/AddressUS/AddressLine2CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Tisbury Tours Inc
360 Hamilton AvenueSte 100White PlainsNY10601Services of James Taylor1507000
Isole Inc
15 Princeton LaneBrevardNC28712Services of K. Lockhart828918
Opus 3 Artists
470 Park Avenue9th FloorNew YorkNY10016Guest Artists372500
Creative Artists Agency
200 Avenue of the StarsLos AngelesCA90067Guest Artists221250
IMG Artists LLC
152 West 57th Street5th FloorNew YorkNY10019Commisions/Guest Artists209075
FieldValueIRS element (for citing)
Number Of Contractors GT100 K17NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events3154598FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants204494GovernmentGrants
All Other Contributions32447549AllOtherContributions
Noncash Contributions3929343NoncashContributions
Total Contributions35806641TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Concerts & tours90009933644101336441010$0
Electronic media9000992049232049230$0
Program advertising5111906618820661882$0
Parking9000998712100$87,121
Education9000994669444669440$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue35064971TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1739302TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,739,302ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real4098355Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1302578Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2795777Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2795777TotalRevenueColumn
Related Or Exempt Function Income1488552RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,307,225ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities203719369Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities182274815Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities21444554Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column21444554TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue334297UnrelatedBusinessRevenue
Exclusion$21,110,257ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events605886GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events3154598CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1674442FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-1068556TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$1,068,556ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1080332GrossSalesOfInventory
Cost Of Goods Sold599335CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column480997TotalRevenueColumn
Related Or Exempt Function Income172457RelatedOrExemptFunctionIncome
Unrelated Business Revenue308540UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFood and beverageDescription
Business Code900099BusinessCode
Total Revenue Column1793536TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,793,536ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1793536TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column98057222TotalRevenueColumn
Related Or Exempt Function Income35976977RelatedOrExemptFunctionIncome
Unrelated Business Revenue1304719UnrelatedBusinessRevenue
Exclusion$24,968,885ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1500929Total
Program Services0ProgramServices
Management And General1307629ManagementAndGeneral
Fundraising193300Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total134309Total
Program Services134309ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total34623559Total
Program Services25956907ProgramServices
Management And General5515183ManagementAndGeneral
Fundraising3151469Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4884224Total
Program Services3205689ProgramServices
Management And General1188041ManagementAndGeneral
Fundraising490494Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5720946Total
Program Services3491094ProgramServices
Management And General1515293ManagementAndGeneral
Fundraising714559Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2550703Total
Program Services1586257ProgramServices
Management And General682620ManagementAndGeneral
Fundraising281826Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total75000Total
Program Services75000ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total319578Total
Program Services0ProgramServices
Management And General319578ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total141081Total
Program Services0ProgramServices
Management And General141081ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total30867Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising30867Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1356655Total
Program Services1356655ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total11874669Total
Program Services11464708ProgramServices
Management And General385974ManagementAndGeneral
Fundraising23987Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3259037Total
Program Services2927443ProgramServices
Management And General109120ManagementAndGeneral
Fundraising222474Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2467779Total
Program Services1862450ProgramServices
Management And General177548ManagementAndGeneral
Fundraising427781Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1088538Total
Program Services261249ProgramServices
Management And General533384ManagementAndGeneral
Fundraising293905Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total36300Total
Program Services36300ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2942686Total
Program Services2232204ProgramServices
Management And General453861ManagementAndGeneral
Fundraising256621Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4669099Total
Program Services4345931ProgramServices
Management And General174501ManagementAndGeneral
Fundraising148667Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total460965Total
Program Services51327ProgramServices
Management And General54364ManagementAndGeneral
Fundraising355274Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total47198Total
Program Services45310ProgramServices
Management And General0ManagementAndGeneral
Fundraising1888Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4797923Total
Program Services3661521ProgramServices
Management And General753097ManagementAndGeneral
Fundraising383305Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total147375Total
Program Services10250ProgramServices
Management And General137125ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionConcert production expensesDescription
Total1187758Total
Program Services1185658ProgramServices
Management And General2100ManagementAndGeneral
Fundraising0Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2891515Total
Program Services2262764ProgramServices
Management And General0ManagementAndGeneral
Fundraising628751Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total87208693Total
Program Services66153026ProgramServices
Management And General13450499ManagementAndGeneral
Fundraising7605168Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2017231BOY
EOY3052289EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY24912905BOY
EOY15260991EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY23719049BOY
EOY21056345EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1657194BOY
EOY1378729EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY85478BOY
EOY72046EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY508873BOY
EOY517189EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1804624BOY
EOY1767118EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis118491127LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec68419246LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY49472868BOY
EOY50071881EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY146917041BOY
EOY171676471EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY207997160BOY
EOY223997962EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY35108601BOY
EOY35668481EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY494201024BOY
EOY524519502EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8564238BOY
EOY8725213EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY9450716BOY
EOY9700855EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY5500000BOY
EOY5500000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY50156799BOY
EOY32744235EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY73671753BOY
EOY56670303EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY44234532BOY
EOY65372225EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY185157808BOY
EOY205026843EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY191136931BOY
EOY197450131EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY420529271BOY
EOY467849199EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY494201024BOY
EOY524519502EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses10848529ReconcilationRevenueExpenses
Reconciliation Unrealized Invest16156983ReconciliationUnrealizedInvest
Reconcilation Donated Services0ReconcilationDonatedServices
Reconcilation Invest Expenses0ReconcilationInvestExpenses
Reconcilation Prior Adjustment0ReconcilationPriorAdjustment
Reconcilation Other Changes20314416ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50438949CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28470125CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24734705CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34676732CurrentTaxYearMinus1Year
Current Tax Year35806641CurrentTaxYear
Total174127152Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years50438949CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28470125CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24734705CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34676732CurrentTaxYearMinus1Year
Current Tax Year35806641CurrentTaxYear
Total174127152Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total24385884AmountsSubstContributorsTotal
Public Support Total170149741268PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3392700CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3555358CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2788795CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2563448CurrentTaxYearMinus1Year
Current Tax Year3046527CurrentTaxYear
Total15346828Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year114912CurrentTaxYear
Total114912Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Total0Total
FieldValueIRS element (for citing)
Total Support189588892TotalSupport
Gross Receipts From Admissions Etc186631361GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.78982PublicSupportPertcentage170
Public Support Pertcent Prior Year0.76127PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$30,867DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB30867TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSchC_P2B_S00_L01Identifier
Return ReferenceSchedule C, Part II-B, Line 1ReturnReference
ExplanationThe 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.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance379963000BeginningOfYearBalance
Contributions21780000Contributions
Investment Earnings Or Losses36543000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures16636000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance421650000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance387370000BeginningOfYearBalance
Contributions8067000Contributions
Investment Earnings Or Losses7551000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures23025000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance379963000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance354476000BeginningOfYearBalance
Contributions5920000Contributions
Investment Earnings Or Losses49369000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures22395000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance387370000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance329988000BeginningOfYearBalance
Contributions7159000Contributions
Investment Earnings Or Losses32976000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures15647000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance354476000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance398852000BeginningOfYearBalance
Contributions13065000Contributions
Investment Earnings Or Losses-58188000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures23741000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance329988000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.1276BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.4442PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.4282TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6554782OtherCostOrOtherBasis
Book Value6554782BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis72990657OtherCostOrOtherBasis
Depreciation41167032Depreciation
Book Value31823625BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis0OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis32512626OtherCostOrOtherBasis
Depreciation22992029Depreciation
Book Value9520597BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6433062OtherCostOrOtherBasis
Depreciation4260185Depreciation
Book Value2172877BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings50071881TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Alternatives (equity LPs)143224382F
Real Assets (gold, energy & commodities fund)37512081F
Real Estate (real estate LP's)11770687F
Investment in 263 HA Limited Partnership7882218F
Illiquid Equities (private equity LPs)23608594F
FieldValueIRS element (for citing)
Total Of Book Value Securities223997962TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
Assets Held by Others25976096
Assets of Split Interest Agreements9692385
FieldValueIRS element (for citing)
Total Book Value Other Assets35668481TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAccd Liab for Pension & Post RetirementDescription
Amount$32,744,235Amount
FieldValueIRS element (for citing)
Total Of Amounts32744235TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt115558250TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments16156983NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues2101365OtherRevenues
Revenue Not Rptd F99018258348RevenueNotRptdF990
Revenue Subtotal97299902RevenueSubtotal
Investment Expenses Not Included1356655InvestmentExpensesNotIncluded
Other Revenues Not Included-599335OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt757320RevenueNotRptdOnFinStmt
Total Revenue Per Form99098057222TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt86451373TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included599335OtherExpensesIncluded
Expenses Not Rptd F990599335ExpensesNotRptdF990
Expenses Subtotal85852038ExpensesSubtotal
Investment Expenses Not Included21356655InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1356655ExpensesNotRptdOnFinStmt
Total Expenses Per Form99087208693TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P05_S00_L04Schedule D, Part V, Line 4The 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.
SchD_P06_S00_L01eSchedule D, Part VI, Line 1eOther includes land improvements and related depreciation and construction in progress.
SchD_P07_S00_L03Schedule D, Part VII, Line 3The investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by distributions to the BSO.
SchD_P10_S00_L02Schedule D, Part X, Line 2The 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.
SchD_P11_S00_L02dSchedule D, Part XI, Line 2dChange in value of split interest agreements.
SchD_P11_S00_L04bSchedule D, Part XI, Line 4bCost of goods sold.
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dCost of goods sold.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedInvestmentsTypeOfActivitiesConducted
Total Expenditures35936084TotalExpenditures
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent35936084TotalAmountSpent
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Opening GalaNameOfEvent1
Gross Receipts Event11343294GrossReceiptsEvent1
Charitable Contributions Event11124194CharitableContributionsEvent1
Gross Revenue Event1219100GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event10NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event193653FoodAndBeverageEvent1
Entertainment Event188512EntertainmentEvent1
Other Direct Expenses Event1678942OtherDirectExpensesEvent1
Name Of Event2Corporate EventNameOfEvent2
Gross Receipts Event2942892GrossReceiptsEvent2
Charitable Contributions Event2860122CharitableContributionsEvent2
Gross Revenue Event282770GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event272095FoodAndBeverageEvent2
Entertainment Event280041EntertainmentEvent2
Other Direct Expenses Event279389OtherDirectExpensesEvent2
Total Number Of Other Events7TotalNumberOfOtherEvents
Gross Receipts Other Events1474298GrossReceiptsOtherEvents
Charitable Contrib Other Events1170282CharitableContribOtherEvents
Gross Revenue Other Events304016GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events142563FoodAndBeverageOtherEvents
Entertainment Other Events47482EntertainmentOtherEvents
Other Direct Expenses Other Events391765OtherDirectExpensesOtherEvents
Gross Receipts Total3760484GrossReceiptsTotal
Charitable Contributions Total3154598CharitableContributionsTotal
Gross Revenue Total Events605886GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events0NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events308311FoodAndBeverageTotalEvents
Entertainment Total Events216035EntertainmentTotalEvents
Other Direct Expenses Total Events1150096OtherDirectExpensesTotalEvents
Direct Expense Summary Events1674442DirectExpenseSummaryEvents
Net Income Summary-1068556NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Mark Volpe
Managing Director4668410001599040413350307250698805000
Thomas D May
Chief Financial Officer2513780002635049982031735033573000
Kim Noltemy
Chief Mrktg & Communications Officer2201500001072028175032772028216900
Malcolm Lowe
Concertmaster38071404000002201900025197046793000
John A Ferrillo Jr
Principal Oboe27221900000285290197380320486000
Thomas C Rolfs Jr
Principal Trumpet2720500000025107024613032177000
Steven Ansell
Principal Viola2370830000030064024613029176000
Timothy Genis
Timpanist231987000001950709616026111000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule J, Part I, Line 1a1) 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.
SchJ_P01_S00_L04Schedule J, Part I, Line 4The compensation listed for Mark Volpe, Managing Director, for calendar year 2012 includes Base Compensation of $466,841. Other Reportable Compensation includes 1) taxable fringe in the amount of $11,879 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $17,000 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $131,024 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.
SchJ_P01_S00_L07Schedule J, Part I, Line 7One highly compensated employee is eligible for annual bonuses payable at management's discretion for the satisfactory fulfillment of certain responsibilities.

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonMark VolpeNamePerson
Relationship With OrganizationOfficerRelationshipWithOrganization
Purpose Of LoanMortgagePurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$200,000OriginalPrincipalAmount
Balance Due72046BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due72046TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJoseph HearneNamePerson
FieldValueIRS element (for citing)
RelationshipSpouse is trusteeRelationship
Amount Of Transaction108034AmountOfTransaction
Description Of TransactionEmployed as playerDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSchL_P02_S00_L00Identifier
Return ReferenceSchedule L, Part IIReturnReference
ExplanationOn 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.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions95NumberOfContributions
Noncash Contribs Rptd F9902316388NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901000013NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XHospitality718025Fair Market Value
XPrinting330339Fair Market Value
XTransportation4134035Fair Market Value
XHotel Rooms1334916Fair Market Value
XAdvertisments232927Fair Market Value
XMiscellaneous1562700Fair Market Value
FieldValueIRS element (for citing)
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSchM_P01_S00_L00Identifier
Return ReferenceSchedule M, Part IReturnReference
ExplanationColumn B responses represent the number of contributions.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P01_S00_L06Form 990, Part I, Line 6Volunteers comprise the 723 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 317 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.
F990_P06_S0A_L02Form 990, Part VI, Section A, Line 2Trustee 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.
F990_P06_S0A_L08bForm 990, Part VI, Section A, Line 8bIn general, the Boston Symphony Orchestra (BSO) keeps minutes of all committees with authority to act on behalf of the boards.
F990_P06_S0B_L11bForm 990, Part VI, Section B, Line 11bThe 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.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cThe 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.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15The 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.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19The Boston Symphony Orchestra's audited financial statements, conflict of interest policy and other governing documents are available upon request.
F990_P07_S0A_L01bForm 990, Part VII, Section A, Line 1bCompensation reported is based on calendar 2012 amounts.
F990_P07_S0B_L01CForm 990, Part VII, Section B, Line 1(C)Compensation reported is based on calendar 2012 amounts.The compensation listed for Opus 3 Artists includes fees for 8 guest artists. The compensation listed for IMG Artist LLC comprises commissions totaling $46,325 and fees for 7 guest artists of $162,750. The compensation listed for Creative Artists Agency comprises 5 deposits for guest artists.
F990_P09_S00_L11gForm 990, Part IX, Line 11gLine 11g Other comprises $10,467,313 of artistic and other concert related fees and $1,407,356 of security, medical, parking and other services.
F990_P11_S00_L09Form 990, Part XI, Line 9Other changes in net assets or fund balances of $20,314,416 comprise of change in value of split interest agreements of $2,101,365 and retirement plan-related credits other than net periodic benefit cost of $18,213,051.

Schedule R IRS990ScheduleR

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1263 HA Limited PartnershipBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Primary ActivityReal EstatePrimaryActivity
Legal Domicile StateMALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1263 Realty CorporationBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeType
Share Of Total Income1380838ShareOfTotalIncome
Share Of EOY Assets7817415ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
General Or Managing Partner0GeneralOrManagingPartner
Percentage Ownership0.99PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1263 Realty CorporationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1301 Massachusetts AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code02115ZIPCode
FieldValueIRS element (for citing)
Primary ActivityReal EstatePrimaryActivity
Legal Domicile StateMALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
Share Of Total Income11297ShareOfTotalIncome
Share Of EOY Assets40889ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
Controlled Org1ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org1PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
263 HA Limited Partnership
k309628Fair Market
263 HA Limited Partnership
s1276654Actual partnership distribution