2014-07-08T10:37:23-07:00 2013-08-31 990 2012-09-01 042103550 BOSTON SYMPHONY ORCHESTRA INC BOST 6172661492 301 Massachusetts Avenue Boston MA 02115 Thomas D May 6172661492 2014-07-03 2012 2015-11-30 17:44:51Z Mark Volpe 301 Massachusetts Avenue Boston MA 02115 283908392 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 32 1250 1287 1304719 81580 34676732 35806641 36326208 35064971 22033214 23183856 4183250 4001754 97219404 98057222 0 0 0 0 46944447 49414670 0 0 7605168 38900311 37794023 85844758 87208693 11374646 10848529 494201024 524519502 73671753 56670303 420529271 467849199 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 59037793 0 33644101 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 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. 5061076 0 466944 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 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. 1361694 0 1488552 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 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. 327623 0 204923 Electronic 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. 364840 0 172457 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. 692463 0 377380 66153026 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 0 1 0 0 0 0 1 1 1 0 0 1 400 0 1 1250 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 32 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 2 X 0 0 0 George D Behrakis 2 X 0 0 0 Alan Bressler 2 X 0 0 0 Jan Brett 2 X 0 0 0 Paul Buttenwieser 2 X 0 0 0 Richard F Connolly Jr 2 X 0 0 0 Diddy Cullinane 2 X 0 0 0 Cynthia Curme 2 X 0 0 0 Alan J Dworsky 2 X 0 0 0 William R Elfers 2 X 0 0 0 Thomas E Faust Jr 2 X 0 0 0 Nancy J Fitzpatrick 2 X 0 0 0 Michael Gordon 2 X 0 0 0 Brent L Henry 2 X 0 0 0 Charles H Jenkins Jr 2 X 0 0 0 Stephen Kay 2 X 0 0 0 Edmund Kelly 2 X 0 0 0 Joyce G Linde 2 X 0 0 0 John M Loder 2 X 0 0 0 Nancy K Lubin 2 X 0 0 0 Carmine A Martignetti 2 X 0 0 0 Robert J Mayer MD 2 X 0 0 0 Robert P O'Block 2 X 0 0 0 Susan W Paine 2 X 0 0 0 Carol Reich 2 X 0 0 0 Arthur I Segel 2 X 0 0 0 Roger T Servison 2 X 0 0 0 Thomas G Stemberg 2 X 0 0 0 Theresa M Stone 2 X 0 0 0 Caroline Taylor 2 X 0 0 0 Stephen R Weber 2 X 0 0 0 Stephen R Weiner 2 X 0 0 0 Robert C Winters 2 X 0 0 0 Mark Volpe 40 1 X 626744 0 72060 Thomas D May 40 1 X 254013 0 81717 Suzanne Page 40 X 80871 0 21404 Kim Noltemy 40 X 221222 0 60947 Malcolm Lowe 40 X 442734 0 25196 John A Ferrillo Jr 40 X 272219 0 48267 Thomas C Rolfs Jr 40 X 272050 0 49720 Steven Ansell 40 X 237083 0 54677 Timothy Genis 40 X 231987 0 29123 2638923 0 443111 129 0 1 0 Tisbury Tours Inc 360 Hamilton Avenue Ste 100 White Plains NY 10601 Services of James Taylor 1507000 Isole Inc 15 Princeton Lane Brevard NC 28712 Services of K. Lockhart 828918 Opus 3 Artists 470 Park Avenue 9th Floor New York NY 10016 Guest Artists 372500 Creative Artists Agency 200 Avenue of the Stars Los Angeles CA 90067 Guest Artists 221250 IMG Artists LLC 152 West 57th Street 5th Floor New York NY 10019 Commisions/Guest Artists 209075 17 0 0 3154598 0 204494 32447549 3929343 35806641 Concerts & tours 900099 33644101 33644101 0 0 Electronic media 900099 204923 204923 0 0 Program advertising 511190 661882 0 661882 0 Parking 900099 87121 0 0 87121 Education 900099 466944 466944 0 0 0 0 0 0 35064971 1739302 0 0 1739302 0 0 0 0 0 0 0 0 4098355 0 1302578 0 2795777 0 2795777 1488552 0 1307225 203719369 0 182274815 0 21444554 0 21444554 0 334297 21110257 605886 3154598 1674442 -1068556 0 -1068556 1080332 599335 480997 172457 308540 0 Food and beverage 900099 1793536 0 0 1793536 0 0 0 0 1793536 98057222 35976977 1304719 24968885 X 0 0 0 0 0 0 0 0 1500929 0 1307629 193300 134309 134309 0 0 34623559 25956907 5515183 3151469 4884224 3205689 1188041 490494 5720946 3491094 1515293 714559 2550703 1586257 682620 281826 75000 75000 0 0 319578 0 319578 0 141081 0 141081 0 30867 0 0 30867 0 0 1356655 1356655 0 0 11874669 11464708 385974 23987 3259037 2927443 109120 222474 2467779 1862450 177548 427781 1088538 261249 533384 293905 36300 36300 0 0 2942686 2232204 453861 256621 4669099 4345931 174501 148667 0 0 0 0 460965 51327 54364 355274 47198 45310 0 1888 0 0 0 0 4797923 3661521 753097 383305 147375 10250 137125 0 Concert production expenses 1187758 1185658 2100 0 2891515 2262764 0 628751 87208693 66153026 13450499 7605168 2017231 3052289 24912905 15260991 23719049 21056345 1657194 1378729 85478 72046 0 0 508873 517189 1804624 1767118 118491127 68419246 49472868 50071881 146917041 171676471 207997160 223997962 0 0 35108601 35668481 494201024 524519502 8564238 8725213 0 9450716 9700855 0 0 0 5500000 5500000 0 50156799 32744235 73671753 56670303 X 44234532 65372225 185157808 205026843 191136931 197450131 420529271 467849199 494201024 524519502 X 10848529 16156983 0 0 0 20314416 X 0 1 X 1 0 X 50438949 28470125 24734705 34676732 35806641 174127152 0 0 0 0 0 0 0 0 0 0 50438949 28470125 24734705 34676732 35806641 174127152 24385884 149741268 3392700 3555358 2788795 2563448 3046527 15346828 0 0 0 114912 114912 0 0 0 0 189588892 186631361 0.78982 0.76127 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 30867 0 0 30867 0 SchC_P2B_S00_L01 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. 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 398852000 13065000 -58188000 0 23741000 0 329988000 0.1276 0.4442 0.4282 1 0 0 6554782 6554782 0 72990657 41167032 31823625 0 0 0 0 0 32512626 22992029 9520597 0 6433062 4260185 2172877 50071881 Marketable Alternatives (equity LPs) 143224382 F Real Assets (gold, energy & commodities fund) 37512081 F Real Estate (real estate LP's) 11770687 F Investment in 263 HA Limited Partnership 7882218 F Illiquid Equities (private equity LPs) 23608594 F 223997962 Assets Held by Others 25976096 Assets of Split Interest Agreements 9692385 35668481 Accd Liab for Pension & Post Retirement 32744235 32744235 X 115558250 16156983 0 0 2101365 18258348 97299902 1356655 -599335 757320 98057222 86451373 0 0 0 599335 599335 85852038 1356655 0 1356655 87208693 SchD_P05_S00_L04 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. SchD_P06_S00_L01e Schedule D, Part VI, Line 1e Other includes land improvements and related depreciation and construction in progress. SchD_P07_S00_L03 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Orchestra accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Orchestra has identified its tax status as a tax exempt entity and its determinations relative to income that is considered related and unrelated as its only significant tax positions; however, the Orchestra has determined that such tax positions do not result in an uncertainty requiring recognition. The Orchestra is not currently under examination by any taxing jurisdiction. Its Federal and state income tax returns are generally open for examination for the past three years following the date filed by the appropriate tax authorities. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in value of split interest agreements. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Cost of goods sold. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold. Central America and the Caribbean 0 0 Investments 35936084 0 0 35936084 1 0 1 1 1 0 Opening Gala 1343294 1124194 219100 0 0 0 93653 88512 678942 Corporate Event 942892 860122 82770 0 0 0 72095 80041 79389 7 1474298 1170282 304016 0 0 0 142563 47482 391765 3760484 3154598 605886 0 0 0 308311 216035 1150096 1674442 -1068556 X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 Mark Volpe 466841 0 0 0 159904 0 41335 0 30725 0 698805 0 0 0 Thomas D May 251378 0 0 0 2635 0 49982 0 31735 0 335730 0 0 Kim Noltemy 220150 0 0 0 1072 0 28175 0 32772 0 282169 0 0 Malcolm Lowe 380714 0 40000 0 22019 0 0 0 25197 0 467930 0 0 John A Ferrillo Jr 272219 0 0 0 0 0 28529 0 19738 0 320486 0 0 0 Thomas C Rolfs Jr 272050 0 0 0 0 0 25107 0 24613 0 321770 0 0 Steven Ansell 237083 0 0 0 0 0 30064 0 24613 0 291760 0 0 Timothy Genis 231987 0 0 0 0 0 19507 0 9616 0 261110 0 0 SchJ_P01_S00_L01a 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. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 The 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_L07 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 72046 0 1 1 72046 Joseph Hearne Spouse is trustee 108034 Employed as player 0 SchL_P02_S00_L00 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 95 2316388 Fair Market Value X 1 1000013 Fair Market Value X Hospitality 7 18025 Fair Market Value X Printing 3 30339 Fair Market Value X Transportation 4 134035 Fair Market Value X Hotel Rooms 1 334916 Fair Market Value X Advertisments 2 32927 Fair Market Value X Miscellaneous 15 62700 Fair Market Value 1 0 1 0 SchM_P01_S00_L00 Schedule M, Part I Column B responses represent the number of contributions. F990_P01_S00_L06 Form 990, Part I, Line 6 Volunteers 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_L02 Form 990, Part VI, Section A, Line 2 Trustee Stephen Kay serves on the Board of the Dana-Farber Cancer Institute. The Dana-Farber Cancer Institute employs another trustee, Dr. Robert J. Mayer, MD. F990_P06_S0A_L08b 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. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 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. F990_P07_S0A_L01b Form 990, Part VII, Section A, Line 1b Compensation reported is based on calendar 2012 amounts. F990_P07_S0B_L01C Form 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_L11g Form 990, Part IX, Line 11g Line 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_L09 Form 990, Part XI, Line 9 Other 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. 263 HA Limited Partnership 301 Massachusetts Avenue Boston MA 02115 Real Estate MA 263 Realty Corporation Excluded 1380838 7817415 0 0 0.99 263 Realty Corporation 301 Massachusetts Avenue Boston MA 02115 Real Estate MA N/A C 11297 40889 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 k 309628 Fair Market 263 HA Limited Partnership s 1276654 Actual partnership distribution