BOSTON SYMPHONY ORCHESTRA INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BOSTON SYMPHONY ORCHESTRA INC (EIN 04-2103550)
Tax period
2009-09-01 to 2010-08-31
Filed
2011-06-10
IRS object ID
201121809349300832
Schema version
2009v1.2
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)
Timestamp2011-06-10T10:12:21-07:00Timestamp
Tax Period End Date2010-08-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-09-01TaxPeriodBeginDate

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 Signed2011-06-10DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts146275550GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 at 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. The concerts also include seven Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educational programs serving over 30,000 children annually. Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability.ActivityOrMissionDescription
Nbr Voting Members Governing Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members32NbrIndependentVotingMembers
Total Nbr Employees1318TotalNbrEmployees
Total Nbr Volunteers1130TotalNbrVolunteers
Total Gross UBI569680TotalGrossUBI
Net Unrelated Business Txbl Income-254468NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year52461755ContributionsGrantsPriorYear
Contributions Grants Current Year28470125ContributionsGrantsCurrentYear
Program Service Revenue Prior Year38985884ProgramServiceRevenuePriorYear
Program Service Revenue CY35288254ProgramServiceRevenueCY
Investment Income Prior Year4413422InvestmentIncomePriorYear
Investment Income Current Year4828187InvestmentIncomeCurrentYear
Other Revenue Prior Year4398460OtherRevenuePriorYear
Other Revenue Current Year4790784OtherRevenueCurrentYear
Total Revenue Prior Year100259521TotalRevenuePriorYear
Total Revenue Current Year73377350TotalRevenueCurrentYear
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 Year44868628SalariesEtcPriorYear
Salaries Etc Current Year45574771SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7861071TotalFundrsngExpCurrentYear
Other Expense Prior Year40839043OtherExpensePriorYear
Other Expenses Current Year38166970OtherExpensesCurrentYear
Total Expenses Prior Year85707671TotalExpensesPriorYear
Total Expenses Current Year83741741TotalExpensesCurrentYear
Revenues Less Expenses Prior Year14551850RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-10364391RevenuesLessExpensesCY
Total Assets BOY437755168TotalAssetsBOY
Total Assets EOY458330094TotalAssetsEOY
Total Liabilities BOY54060267TotalLiabilitiesBOY
Total Liabilities EOY61906486TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY383694901NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY396423608NetAssetsOrFundBalancesEOY
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 at 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. The concerts also include seven Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educational programs serving over 30,000 children annually. Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense57174689Expense
Grants0Grants
Revenue34217332Revenue
DescriptionConcerts and Tours: 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 and 14 Youth and Family Concerts, as well as a new 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 seventy 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 2009-10 subscription season marked the orchestra's 129th year and James Levine's fifth season as music director. The 2009-10 season featured some of the most ambitious, seminal pieces within the classical repertoire, including a four-program survey of all nine Beethoven symphonies, featuring soprano Christine Brewer, contralto Meredith Arwady, tenor Matthew Polenzani, and bass-baritone Eike Wilm Schulte; Mozart's Requiem; Stravinsky's Symphony of Psalms; Dvorak's Symphony No. 8; Mendelssohn's Elijah; and Rossini's rarely heard Stabat Mater. Other highlights of the BSO's 2009-10 season in Symphony Hall included appearances by world-renowned guest artists, including violinist Joshua Bell, cellist Yo-Yo Ma, flutist Sir James Galway, harpsichordist Ton Koopman, soprano Renee Fleming, violinist Hilary Hahn, cellist Lynn Harrell, pianists Marc-André Hamelin and Emanuel Ax, as well as appearances by guest conductors Sir Colin Davis, Bernard Haitink, and Rafael Fruhbeck de Burgos. Throughout its history, the BSO has enabled the creation of hundreds of works, many of which have become landmarks in orchestral repertoire. The orchestra has also performed more than 400 American and world premieres. During the tenure of BSO music director James Levine, the BSO has continued this proud tradition with a total of 34 new compositions commissioned. Continuing the institution's mission to advance the orchestral art form, during FY10 the BSO gave world premieres of John Williams' On Willow and Birches, John Harbison's Double Concerto for violin and cello and Peter Lieberson's Farewell Songs for baritone and orchestra, all BSO commissions, as well as Elliott Carter's Flute Concerto, a BSO co-commission. The season also included the American premieres of August Read Thomas' Helios Choros II (Sun God Dancers) and James MacMillan's St. John Passion. For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was approximately 1.3 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 the 99.5 All Classical station (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 99.5 All Classical. All told, these broadcasts reached a listening audience of more than 85,000. Additionally, the CBS broadcast of the July 4th Pops concert on Boston's Charles River Esplanade reaches millions of viewers nationwide, beyond the 400,000 in attendance in Boston. 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 outreach activities in the community. 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)
Expense5093786Expense
Grants0Grants
Revenue617841Revenue
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.) K-12 in-school and summer education programs that address the need for integrated, high-quality arts education in the public schools, as required by the Massachusetts Education Reform Act of 1993. 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 2010, approximately 150 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 31 states (including the District of Columbia) and 21 foreign countries. In one of the TMC's season highlights, the talented young musicians of the Tanglewood Music Center performed Maher's Symphony No. 3 under the direction of conductor Michael Tilson Thomas. The student instrumentalists were joined by mezzo-soprano Karen Cargill, the women of the Tanglewood Festival Chorus, and the American Boychoir. The performance was a popular and critical success. The New York Times praised the TMC musicians' "balanced sonorities and stunning climaxes," noting the performance for its "polish and power." 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 celebrated the TMC's 70th anniversary and was co-directed by John Harbison, Gunther Schuller, and Oliver Knussen. The K-12 education programs of the BSO not only provide access to the arts for underserved students and families, they also address the need for integrated high-quality arts exposure and education in the public schools as required by the Massachusetts Education Reform Act of 1993. These initiatives currently serve more than 31,000 students and hundreds of teachers statewide, and are developed in conformity with the National Standards for Arts Education and the Massachusetts Arts Curriculum Framework. The BSO continues to adapt its existing programs and develop new ones that support education reform in Massachusetts. One of the BSO Education Department's primary goals is to ensure that the arts remain a central part of the curriculum in the public schools. This effort has become even more critical as programs in the arts have been decimated by deep cuts to the state's education budget. The BSO offered a total of seven Youth and Family Concerts in the 2009-10 season during a week of concerts in March, 2010. The performances were attended by more than 21,000 students from schools across Massachusetts. 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 8,000 urban children in third through twelfth grades from approximately 45 schools. The BSO's High School Open Rehearsals, a new initiative launched in FY08 that brings interested teenagers to Symphony Hall to observe how the orchestra prepares its repertoire, were attended by nearly 3,000 students. The BSO has offered a Concerto Competition for advanced high-school instrumentalists (piano, strings, winds, and brass) since 1959 when Harry Ellis Dickson founded the BSO's current Youth Concerts series. Two first-place awards are now offered. Each award includes a cash prize as well as a performance at a Boston Symphony Family Concert or a Boston Pops concert. Second- and third-place winners receive small cash prizes. Over the years, a number of Concerto Competition winners have gone on to careers as soloists, orchestral musicians, or teachers, including longtime BSO Assistant Principal Bass Larry Wolfe and National Symphony Orchestra Concertmaster Nurit Bar-Josef. In the summer of 2010, 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 2010, DARTS enrolled a total of 392 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. The School and Community Partnership Program's goals are to enable teachers to be strong advocates within their schools for music education and to help parents understand the importance of music education within the larger curriculum so that they, too, can become informed advocates. In addition, as school districts throughout Massachusetts continue to face severely reduced budgetary resources in the wake of the economic downturn, the free and low-cost access to the arts provided by the BSO's diverse education offerings are more vital now than ever, providing supplemental opportunities that allow hundreds of children each year to expand their understanding of and engagement in the arts. Whenever possible, the BSO also seeks to engage music specialists and classroom teachers in collaborative planning and training processes and professional development activities designed to broaden and deepen the overall learning process by integrating the study of music with other academic subjects such as language arts. Another education highlight is the BSO's Education Resource Center housed at the Boston Arts Academy (BAA). The Center supplements and reinforces the music education initiatives in Massachusetts public schools by offering a media/technology center, a planning facility, curriculum frameworks, and professional and development seminars for teachers and administrators. During the year, more than 400 teachers from the greater Boston area utilized the Center. In addition, the Center serves as the library for the Boston Arts Academy and Fenway High School, serving approximately 75 teachers and 700 students. In recognition of the outstanding quality of the project, the American Association of School Librarians (AASL) designated the Education Resource Center, along with the library of the BAA, as the 2004 National School Library Media Program of the Year.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense891087Expense
Grants0Grants
Revenue453081Revenue
DescriptionElectronic Media: During FY '10, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on the 99.5 All Classical station (formerly WCRB, now a subsidiary of public radio station WGBH). The BSO's website (www.bso.org) continued to prove its value as one of the orchestra's most vital business assets, receiving more than 7 million visits in FY'10, 18 percent of which were international and 58 percent of which were unique or one-time visits. This generated more than 34 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 outreach 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 115,000 subscribers, of which 86,000 are active. Additionally, the BSO's Classical Companion (successor to the Online Conservatory) offers interactive exploration of select BSO programs through www.bso.org. More than 1 million people visited the Classical Companion during FY '10; more than 6 million people have visited the Classical Companion or its predecessor since FY '04.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseGrantsGrantsRevenueRevenueDescriptionDescription
8145090848664Historic 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, a Popular Artists Series, and a Labor Day jazz festival. 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 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 FY10, several environmental stewardship initiatives were put in place, including the installation of power-monitoring systems in many buildings throughout campus to track energy usage in real time and measure savings from ongoing energy conservation initiatives, the use of more organic fertilizers, and the institutions of an on-site composting system.
4349210507505Merchandise 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 expose the name and music of the Boston Symphony, Boston Pops and Tanglewood.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1249430TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev1356169TotalOfOtherProgramServiceRev
Total Program Service Expense64408992TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096495NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1318NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members32NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure0WrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
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

Form990 Part VII Section A Form990PartVIISectionA (46 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
George D Behrakis
Trustee2X000
Alan Bressler
Trustee2X000
Jan Brett
Trustee2X000
Samuel B Bruskin
Trustee2X000
Paul Buttenwieser
Trustee2X000
Eric D Collins
Trustee2X000
Diddy Cullinane
Vice-Chairman2X000
Cynthia Curme
Trustee2X000
Alan J Dworsky
Trustee2X000
William R Elfers
Trustee2X000
Nancy J Fitzpatrick
Trustee2X000
Thelma E Goldberg
Trustee2X000
Michael Gordon
Trustee2X000
Brent L Henry
Trustee2X000
Charles H Jenkins Jr
Trustee2X000
Stephen Kay
Co-Chairman as of 3/5/102X000
Edmund Kelly
Chairman Elect as of 3/5/102X000
Edward H Linde
Chairman, 9/1/09 to 1/10/101X000
John M Loder
Trustee2X000
Carmine A Martignetti
Trustee2X000
Robert J Mayer MD
Trustee2X000
Nathan R Miller
Trustee2X000
Richard P Morse
Trustee2X000
Robert P O'Block
Co-Chairman as of 3/5/102X000
Vincent M O'Reilly
Treasurer2X000
Susan W Paine
Trustee2X000
Carol Reich
Trustee2X000
Edward I Rudman
Trustee2X000
Hannah H Schneider
Trustee, 9/1/09 to 2/5/101X000
Arthur I Segel
Trustee2X000
Roger T Servison
Vice-Chairman2X000
Thomas G Stemberg
Trustee2X000
Caroline Taylor
Trustee2X000
Stephen R Weber
Trustee2X000
Stephen R Weiner
Trustee2X000
Robert C Winters
Trustee2X000
Mark Volpe
Managing Director40545541057630X
Thomas D May
Chief Financial Officer40222046066758X
Suzanne Page
Clerk of the Board4073076017654X
Kim Noltemy
Chief Mrktg & Communications Officer40192352039498X
Malcolm Lowe
Concertmaster40428827040874X
John A Ferrillo Jr
Principal Oboe40268667040412X
Timothy E Genis
Timpanist4024938309723X
Thomas C Rolfs Jr
Principal Trumpet40243722037586X
Steven Ansell
Principal Viola40242111043576X
Peter Minichiello
Director of Development2011064002725X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2576365TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation356436TotalOtherCompensation
Number Individuals GT100 K120NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationAddress Line1AddressOfContractor/AddressForeign/AddressLine1CityAddressOfContractor/AddressForeign/CityCountryAddressOfContractor/AddressForeign/Country
Phramus Inc
1776 Broadway 8th FloorNew YorkNY10019Services of J.Levine1321779
Tisbury Tours Inc
360 Hamilton Ave Suite 100White PlainsNY10601Services of J. Taylor1044979
Isole Inc
1032 Country Club RoadBrevardNC28712Services of K. Lockhart763022
Columbia Artists Management
1790 BroadwayNew YorkNY10019Tour Commission and Guest Artist Fees256100
Lorin Maazel
Conducting Services24000013 Avenue des PapalinsMC 98000MN
FieldValueIRS element (for citing)
Number Of Contractors GT100 K13NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events2083672FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants181500GovernmentGrants
All Other Contributions26204953AllOtherContributions
Noncash Contributions2062743NoncashContributions
Total Contributions28470125TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Concerts & tours90009933413262334132620$0
Program advertising5111907224980722498$0
Education9000996178416178410$0
Electronic media9000994530814530810$0
Parking9000998157200$81,572

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 Revenue35288254TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2109355TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,109,355ExclusionAmount

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)
Real3478192Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1183525Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2294667Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2294667TotalRevenueColumn
Related Or Exempt Function Income848664RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,446,003ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities72495000Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities69776168Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2718832Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2718832TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue-152818UnrelatedBusinessRevenue
Exclusion$2,871,650ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events928065GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events2083672CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses984202FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-56137TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$56,137ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1461810GrossSalesOfInventory
Cost Of Goods Sold954305CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column507505TotalRevenueColumn
Related Or Exempt Function Income507505RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFood & beverageDescription
Business Code900099BusinessCode
Total Revenue Column2044749TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,044,749ExclusionAmount

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 Revenue2044749TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column73377350TotalRevenueColumn
Related Or Exempt Function Income35840353RelatedOrExemptFunctionIncome
Unrelated Business Revenue569680UnrelatedBusinessRevenue
Exclusion$8,497,192ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1200984Total
Management And General1045854ManagementAndGeneral
Fundraising155130Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total117876Total
Program Services117876ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total32287692Total
Program Services24322534ProgramServices
Management And General4848908ManagementAndGeneral
Fundraising3116250Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4992401Total
Program Services3765731ProgramServices
Management And General852817ManagementAndGeneral
Fundraising373853Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4526022Total
Program Services2827951ProgramServices
Management And General1143951ManagementAndGeneral
Fundraising554120Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2449796Total
Program Services1473249ProgramServices
Management And General678924ManagementAndGeneral
Fundraising297623Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total75000Total
Program Services75000ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total124155Total
Management And General124155ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total129786Total
Management And General129786ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total32623Total
Fundraising32623Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total961330Total
Program Services961330ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total12543655Total
Program Services12117612ProgramServices
Management And General424700ManagementAndGeneral
Fundraising1343Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3046537Total
Program Services2756957ProgramServices
Management And General76156ManagementAndGeneral
Fundraising213424Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3116328Total
Program Services2149920ProgramServices
Management And General386294ManagementAndGeneral
Fundraising580114Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total724037Total
Program Services109806ProgramServices
Management And General449869ManagementAndGeneral
Fundraising164362Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total31418Total
Program Services31418ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3064010Total
Program Services2387941ProgramServices
Management And General380207ManagementAndGeneral
Fundraising295862Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4167310Total
Program Services3577876ProgramServices
Management And General198214ManagementAndGeneral
Fundraising391220Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total451236Total
Program Services52401ProgramServices
Management And General37404ManagementAndGeneral
Fundraising361431Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total54823Total
Program Services52630ProgramServices
Fundraising2193Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3844665Total
Program Services2957005ProgramServices
Management And General526720ManagementAndGeneral
Fundraising360940Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total164553Total
Program Services12250ProgramServices
Management And General152303ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionConcert production expensesDescription
Total2638590Total
Program Services2635770ProgramServices
Management And General2820ManagementAndGeneral

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2996914Total
Program Services2023735ProgramServices
Management And General12596ManagementAndGeneral
Fundraising960583Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total83741741Total
Program Services64408992ProgramServices
Management And General11471678ManagementAndGeneral
Fundraising7861071Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1688934BOY
EOY1939879EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY12409890BOY
EOY12032446EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY37160150BOY
EOY35620632EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1527251BOY
EOY1385339EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY142587BOY
EOY110999EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY779226BOY
EOY703597EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1874365BOY
EOY1707471EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis97622875LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec55316004LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY43560159BOY
EOY42306871EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY119742705BOY
EOY129442904EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY187140404BOY
EOY201739242EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY31729497BOY
EOY31340714EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY437755168BOY
EOY458330094EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7584179BOY
EOY8309543EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY9342080BOY
EOY9568225EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY5500000BOY
EOY5500000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY31634008BOY
EOY38528718EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY54060267BOY
EOY61906486EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY52735580BOY
EOY46973019EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY150648658BOY
EOY166006324EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY180310663BOY
EOY183444265EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY383694901BOY
EOY396423608EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY437755168BOY
EOY458330094EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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 Years32099344CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28317433CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years26726120CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50438949CurrentTaxYearMinus1Year
Current Tax Year28470125CurrentTaxYear
Total166051971Total

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
Current Tax Year0CurrentTaxYear
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
Current Tax Year0CurrentTaxYear
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years32099344CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28317433CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years26726120CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50438949CurrentTaxYearMinus1Year
Current Tax Year28470125CurrentTaxYear
Total166051971Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total25981908AmountsSubstContributorsTotal
Public Support Total170140070063PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3755218CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5068449CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4217872CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3392700CurrentTaxYearMinus1Year
Current Tax Year3555358CurrentTaxYear
Total19989597Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years669620CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years254076CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years190760CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total1114456Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total0Total
FieldValueIRS element (for citing)
Total Support187156024TotalSupport
Gross Receipts From Admissions Etc205859160GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.74841PublicSupportPertcentage170
Public Support Pertcent Prior Year0.7499PublicSupportPertcentPriorYear
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$32,623DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB32623TotalLobbyingExpendituresIIB
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, transportion, infrastructure, 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 activites on the issues noted above is included in the amount reported. Also, the fee from one consulting firm that has been retained to provide government relations consulting services 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 Balance329988000BeginningOfYearBalance
Contributions7159000Contributions
Investment Earnings Or Losses32976000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures15647000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance354476000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Balance0.1214BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.4906PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.388TermEndowmentEOYBalance
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 Basis61689484OtherCostOrOtherBasis
Depreciation32424449Depreciation
Book Value29265035BookValue

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 Basis23336497OtherCostOrOtherBasis
Depreciation19522910Depreciation
Book Value3813587BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6042112OtherCostOrOtherBasis
Depreciation3368645Depreciation
Book Value2673467BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings42306871TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value1299494BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Absolute Return (Equity LPs)120479139F
Real Assets(gold,energy&commodities funds)43304426F
Illiquid Equities (Private equity LPs)24979649F
Real Estate (Real Estate LPs)3935529F
Investment in 263 HA Limited Partnership7741005C
FieldValueIRS element (for citing)
Total Of Book Value Securities201739242TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
Assets Held by Others23293717
Assets of Split Interest Agreements8046997
FieldValueIRS element (for citing)
Total Book Value Other Assets31340714TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAccd Liab for Pension & Post-retiremntDescription
Amount$38,528,718Amount
FieldValueIRS element (for citing)
Total Of Amounts38528718TotalOfAmounts
Total Revenue73377350TotalRevenue
Total Expenses83741741TotalExpenses
Excess Or Deficit For Year-10364391ExcessOrDeficitForYear
Net Unrealized GL On Investments30152736NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other-$7,059,638OtherAmount
Total Adjustments23093098TotalAdjustments
Excess Or Deficit Per FS12728707ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt103078381TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments30152736NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues-444680OtherRevenues
Revenue Not Rptd F99029708056RevenueNotRptdF990
Revenue Subtotal73370325RevenueSubtotal
Investment Expenses Not Included961330InvestmentExpensesNotIncluded
Other Revenues Not Included-954305OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt7025RevenueNotRptdOnFinStmt
Total Revenue Per Form99073377350TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt83734716TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included954305OtherExpensesIncluded
Expenses Not Rptd F990954305ExpensesNotRptdF990
Expenses Subtotal82780411ExpensesSubtotal
Investment Expenses Not Included2961330InvestmentExpensesNotIncluded2
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt961330ExpensesNotRptdOnFinStmt
Total Expenses Per Form99083741741TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 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_L00Schedule D, Part VIIOther Securities; Closely-held Equity interests comprise shares in a company valued at fair value in accordance with the terms of the Agreement and Plan of Merger dated July 28, 2006 related to the company. The Investment in 263 HA Limited Partnership is valued at net cost plus accumulated earnings reduced by distributions to the BSO.
SchD_P10_S00_L00Schedule D, Part XThe 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 as a tax position; however, the Orchestra has determined that such tax position does 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_L08Schedule D, Part XI, Line 8Change in value of split interest agreements: ($444,680)- Retirement plan related changes other than net periodic benefit costs: ($6,614,958)= Total adjustments to net assets: ($7,059,638)
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dChange in value of split interest agreements.
SchD_P12_S00_L04bSchedule D, Part XII, Line 4bCost of goods sold.
SchD_P13_S00_L02dSchedule D, Part XIII, Line 2dCost of goods sold.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Corporate EventNameOfEvent1
Gross Receipts Event1874860GrossReceiptsEvent1
Charitable Contributions Event1687591CharitableContributionsEvent1
Gross Revenue Event1187269GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event10NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event159615FoodAndBeverageEvent1
Entertainment Event175332EntertainmentEvent1
Other Direct Expenses Event168607OtherDirectExpensesEvent1
Name Of Event2Opening GalaNameOfEvent2
Gross Receipts Event2810872GrossReceiptsEvent2
Charitable Contributions Event2654023CharitableContributionsEvent2
Gross Revenue Event2156849GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event2108369FoodAndBeverageEvent2
Entertainment Event247270EntertainmentEvent2
Other Direct Expenses Event2107710OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events1326005GrossReceiptsOtherEvents
Charitable Contrib Other Events742058CharitableContribOtherEvents
Gross Revenue Other Events583947GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events110522FoodAndBeverageOtherEvents
Entertainment Other Events84465EntertainmentOtherEvents
Other Direct Expenses Other Events322312OtherDirectExpensesOtherEvents
Gross Receipts Total3011737GrossReceiptsTotal
Charitable Contributions Total2083672CharitableContributionsTotal
Gross Revenue Total Events928065GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events0NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events278506FoodAndBeverageTotalEvents
Entertainment Total Events207067EntertainmentTotalEvents
Other Direct Expenses Total Events498629OtherDirectExpensesTotalEvents
Direct Expense Summary Events984202DirectExpenseSummaryEvents
Net Income Summary-56137NetIncomeSummary

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)

Base 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
4416370001039040315390260910603171000
Thomas D May
22068100013650411860255720288804000
Kim Noltemy
19118700011650136370258610231850000
Malcolm Lowe
3740680375000172590178280230460469701000
John A Ferrillo Jr
26866700000170650233470309079000
Steven Ansell
24211100000195230240530285687000
Thomas C Rolfs Jr
24372200000135330240530281308000
Timothy E Genis
24938300000909306300259106000

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 2009 includes Base Compensation of 441,637. Other Reportable Compensation includes 1) taxable fringe in the amount of $13,785 mainly for life and disability insurance and for personal use of a vehicle provided by the BSO; 2) contributions of $16,500 made by Mr. Volpe into a 457(b) plan; and 3) a payment of $73,619, 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. The plan is designed to provide Mr. Volpe an annual retirement benefit at age 60 equal to approximately 40% 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
Purpose Of LoanMortgage - See Schedule OPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$200,000OriginalPrincipalAmount
Balance Due110999BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due110999TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Joseph Hearne
Spouse is trustee117876Employed as player0
Troubadour Reunion Tours LLC
Company partially owned by spouse of trustee981331Engaged to perform concerts0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions77NumberOfContributions
Noncash Contribs Rptd F9901221937NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990270008NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XHospitality1257772Fair Market Value
XPrinting433951Fair Market Value
XTransportation3152745Fair Market Value
XHotel Rooms3316202Fair Market Value
XMiscellaneous110128Fair Market Value
FieldValueIRS element (for citing)
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchM_P01_S00_L00Schedule M, Part IColumn B responses represent the number of contributions.
SchM_P01_S00_L32bSchedule M, Part I, Line 32bThe BSO's custodian, State Street Corporation, receives and sells donated securities.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P01_S00_L06Form 990, Part I, Line 6Volunteers comprise the 850 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 280 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.
F990_P06_S0A_L02Form 990, Part VI, Section A, Line 2Trustees Vincent M. O'Reilly, Richard P. Morse and Stephen Kay serve 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 board. The BSO has taken steps to ensure that minutes for all such committees are maintained.
F990_P06_S0B_L11Form 990, Part VI, Section B, Line 11The 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 mailed to all members of the Board of Trustees for review in advance of their next board meeting. The Board of Trustees then approves the Form 990 before it is filed. 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 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 of 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's Committee most recent review of officer and key employee compensation occurred in 2008.
F990_P06_S0B_L16bForm 990, Part VI, Section B, Line 16bThe BSO entered into a joint venture agreement during fiscal 2010, however, no joint venture activities are planned to occur until fiscal 2011. The BSO adopted a joint venture policy in fiscal 2011 that describes the evaluation process. Part of the evaluation process is to make certain that the BSO's exempt status is not jeopardized by participation in joint venture arrangements.
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 1b1) Compensation reported is based on calendar 2009 amounts. 2) Peter Minichiello, former Director of Development, left the BSO in January of 2009.
F990_P07_S0B_L01CForm 990, Part VII, Section B, Line 1(C)The compensation listed for Columbia Artists Management includes $126,600 in fees for 7 guest artists and $129,500 in agency tour commissions. Compensation reported is based on calendar 2009 amounts.
SchG_P02_S00_L01Schedule G, Part II, Line 1Other events comprise revenue and direct expenses associated with 5 varied fund-raising events, administrative expenses related to organizing fund-raising events and an allocation of depreciation expense.
SchL_P02_S00_L00Schedule L, Part II1) 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. 2) Concertmaster Malcolm Lowe paid off his mortgage loan balance of $15,074 in full in fiscal 2010.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAAddress Line2AddressUS/AddressLine2Public Charity StatusPublicCharityStatus
The Tent Club
301 Massachusetts AvenueBostonMA02115237255432Social ClubMA501(c)(7)N/A
George and Roberta Berry Supporting Organization
C/O Woodman and Eaton PCConcordMA01742046880475Supporting organizationMA501(c)(3)N/A801 Main Street509(a)(3) type II

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 NAN/ADirectControllingEntityNA
Predominant Income TypeExcludedPredominantIncomeType
Share Of Total Income1513982ShareOfTotalIncome
Share Of EOY Assets7825936ShareOfEOYAssets
Disproportionate Allocations0DisproportionateAllocations
Code V$0CodeVAmount
General Or Managing Partner0GeneralOrManagingPartner

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 Income10632ShareOfTotalIncome
Share Of EOY Assets42113ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
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
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
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 Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
263 HA Limited Partnership
j330908
263 HA Limited Partnership
r1133355

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