2013-01-16T14:03:11-06:00 2012-06-30 390857178 SMITH & GESTELAND LLP PO BOX 1764 MADISON WI 53701 990 2011-07-01 391769944 MADISON SYMPHONY ORCHESTRA FOUNDATION INC MADI 6082573734 222 WEST WASHINGTON AVENUE 460 MADISON WI 53703 RICHARD MACKIE 6082573734 2013-01-16 1 KEITH H BAUMGARTNER P00187845 6088367500 2011 2016-02-25 16:41:14Z RICHARD MACKIE 222 WEST WASHINGTON AVENUE 460 MADISON WI 53703 6570108 0 X N/A X 1995 WI TO SUPPORT MADISON SYMPHONY ORCHESTRA'S MISSION 11 10 0 0 0 0 411080 38739 0 0 702056 499680 0 0 1113136 538419 442588 417195 0 0 0 0 0 0 0 27492 30593 470080 447788 643056 90631 9714170 9499212 0 0 9714170 9499212 THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A). 0 0 417195 417195 TRANSFERRED FUNDS TO THE MADISON SYMPHONY ORCHESTRA 417195 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 WI X RICHARD MACKIE 6082573734 222 WEST WASHINGTON AVENUE 460 MADISON WI 53703 JOHN BOLZ 2.00 X 0 0 0 JOHN FRAUTSCHI 1.00 X X 0 0 0 RICHARD MACKIE 2.00 X X 0 132310 20268 ROBERT BIRKHAUSER III 1.00 X 0 0 0 MARIAN BOLZ 1.00 X 0 0 0 FRED MOHS 1.00 X 0 0 0 DOUGLAS REUHL 1.00 X X 0 0 0 F CHARLES STEINHAUER 1.00 X 0 0 0 ELLIOTT ABRAMSON 1.00 X 0 0 0 NICHOLAS MISCHLER 1.00 X 0 0 0 JEFFREY TICKNOR 1.00 X 0 0 0 0 132310 20268 0 0 1 0 0 38739 38739 279106 279106 6252263 6031689 220574 220574 220574 538419 0 0 499680 417195 417195 INVESTMENT MANAGEMENT F 30593 30593 447788 417195 30593 0 624755 526683 9077395 8958080 12020 14449 9714170 9499212 0 0 X 2235216 1981519 7478954 7517693 9714170 9499212 9714170 9499212 X 90631 -305589 X 0 1 1 X 0 X X 0 0 0 MADISON SYMPHONY ORCHESTRA INC 390839707 9 1 1 1 417195 1 417195 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7478954 38739 7517693 7067874 411080 7478954 7052972 14902 7067874 6968878 84094 7052972 0.00000 1.00000 0.00000 1 0 0 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EARNINGS FROM ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR THE GENERAL PROGRAMMING OF THE MADISON SYMPHONY ORCHESTRA, INC. (THE SUPPORTED ORGANIZATION). 0 MADISON SYMPHONY ORCHESTRA INC 222 WEST WASHINGTON AVE MADISON WI 53703 390839707 501(C)(3) 417195 SPONSOR, DEVELOP, AND PROMOTE MUSICAL PROGRAMS 0 0 0 0 0 0 0 0 0 RICHARD MACKIE 0 132310 0 0 0 0 0 0 0 20268 0 152578 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND GENERAL MANAGER OF THE MADISON SYMPHONY ORCHESTRA PRIOR TO FILING. THE MADISON SYMPHONY ORCHESTRA FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -305,589. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2B THE MADISON SYMPHONY ORCHESTRA FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED AS PART OF THE CONSOLIDATED STATEMENTS OF THE MADISON SYMPHONY ORCHESTRA. MADISON SYMPHONY ORCHESTRA INC 222 WEST WASHINGTON AVE MADISON WI 53703 390839707 SPONSOR, DEVELOP, AND PROMOTE MUSICAL PROGRAMS WI 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MADISON SYMPHONY ORCHESTRA INC B 417195