2011-07-15T11:34:10-05:00 2010-08-31 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2009-09-01 520629696 Baltimore Symphony Orchestra Inc BALT 4107838100 1212 Cathedral Street Baltimore MD 212015517 Paul Meecham 4107838095 2011-07-14 1 Lori S Burghauser 4104031500 2011-07-14 2009 2016-02-24 21:20:13Z Paul Meecham 1212 Cathedral Street Baltimore MD 212015517 25248204 0 X WWW.BSOMUSIC.ORG X 1942 MD PROVIDING SYMPHONIC CONCERTS,CULTURAL AND EDUCATIONAL. 39 36 512 200 0 0 10830433 15314769 10195639 8818628 135270 14802 531404 468085 21692746 24616284 0 0 17138417 15487260 145535 148675 1105995 9756768 8095359 27040720 23731294 -5347974 884990 12274431 11891086 15620534 15627030 -3346103 -3735944 THE BALTIMORE SYMPHONY ORCHESTRA'S (BSO) MISSION IS TO PROMOTE, ORGANIZE, MANAGE AND MAINTAIN A SYMPHONY ORCHESTRA FOR THE CITY OF BALTIMORE AND TO HOLD, SPONSOR, AND PRESENT MUSICAL CONCERTS BY THE BALTIMORE SYMPHONY ORCHESTRA. BSO IS AN INTERNATIONALLY RECOGNIZED SYMPHONY ORCHESTRA THAT HAS ATTRACTED A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND WITH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES. 0 0 20723995 8818628 PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. 20723995 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 171 0 1 512 1 0 0 0 0 0 0 0 0 0 39 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MD X beth buck 4107838095 1212 Cathedral Street Baltimore MD 212015517 MR MICHAEL G BRONFEIN 2.00 X 0 0 0 MS LAINY LEBOW-SACHS 2.00 X 0 0 0 MR RICHARD E RUDMAN 2.00 X 0 0 0 MR ANDREW A STERN 2.00 X 0 0 0 KATHLEEN A CHAGNON ESQ 2.00 X 0 0 0 MR AGW BIDDLE III 2.00 X 0 0 0 MR ROBERT L BOGOMOLNY 2.00 X 0 0 0 MR RALPH A BRUNN 2.00 X 0 0 0 MR ANDREW A BUERGER 2.00 X 0 0 0 MR RICHARD T BURNS 2.00 X 0 0 0 MS CONSTANCE R CAPLAN 2.00 X 0 0 0 MR ROBERT B COUTTS 2.00 X 0 0 0 MR KENNETH W DEFONTES JR 2.00 X 0 0 0 MR STEVE DOLLASE 2.00 X 0 0 0 MR GEORGE A DRASTAL 2.00 X 0 0 0 MR ALAN S EDELMAN 2.00 X 0 0 0 AMB SUSAN G ESSERMAN 2.00 X 0 0 0 MRS WINNIE FLATTERY 2.00 X 0 0 0 MR JAN K GUBEN 2.00 X 0 0 0 MR JOHN P HOLLERBACH 2.00 X 0 0 0 MR RICHARD E HUG 2.00 X 0 0 0 MS BETH KAPLAN 2.00 X 0 0 0 MURRAY M KAPPELMAN MD 2.00 X 0 0 0 MR JON H LEVINSON 2.00 X 0 0 0 SUSAN M LISS ESQ 2.00 X 0 0 0 MR JOHN A MACCOLL 2.00 X 0 0 0 MRS CATHERINE H MCCLELLAND 2.00 X 0 0 0 MR DAVID O MODELL 2.00 X 0 0 0 MR MICHAEL P PINTO 2.00 X 0 0 0 MRS MARGERY POZEFSKY 2.00 X 0 0 0 SCOTT RIFKIN MD 2.00 X 0 0 0 MRS ANN L ROSENBERG 2.00 X 0 0 0 MR BRUCE E ROSENBLUM 2.00 X 0 0 0 Hon STEVEN R SCHUH 2.00 X 0 0 0 STEPHEN D SHAWE ESQ 2.00 X 0 0 0 SOLOMON H SNYDER MD 2.00 X 0 0 0 MR MARK WALSH 2.00 X 0 0 0 PAUL MEECHAM 40.00 X X 252233 0 21357 TERRY ARMACOST 40.00 X 137193 0 10520 MARIN ALSOP 20.00 X 150288 0 2774 JONATHAN CARNEY 40.00 X 250364 0 23689 DALE HEDDING 40.00 X 148517 0 10700 ENNIS SEIBERT 40.00 X 160854 0 6019 FRANK SERRUTO JR 40.00 X 147761 0 5539 1247210 0 80598 10 0 1 0 MARIN ALSOP CO OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH 9TH FLOOR NEW YORK NY 10016 CONDUCTOR 532750 THE BALTIMORE SUN PO BOX 3132 BOSTON MA 02241 ADVERTISING 348123 ALTER COMMUNICATIONS INC 1040 PARK AVENUE SUITE 200 BALTIMORE MD 21201 PRINTING 276302 DCM-TELEMARKETING TELEFUNDING 45 MAIN STREET SUITE 816 BROOKLYN NY 11201 MKTG & ADVERTISING 211145 THE WASHINGTON POST 1150 15TH STREET NW WASHINGTON DC 20071 ADVERTISING 158761 9 733654 2653963 3965843 7961309 15314769 CONCERT INCOME 711130 8559524 8559524 OTHER PROGRAM SERVICE 711130 259104 259104 8818628 14802 14802 587685 220580 367105 367105 367105 256313 733654 256313 0 256007 155027 100980 100980 24616284 8818628 0 482887 428443 134788 213236 80419 11645913 10472920 696424 476569 358788 358788 2024702 1860328 107129 57245 1029414 874430 117030 37954 10461 10461 45175 45175 16581 16581 148675 148675 8871 8871 2238769 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23731294 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 20123 23158 17042 16581 76904 250000 250000 250000 250000 1000000 1500000 20123 23158 17042 16581 76904 Part II-B, Line 1i: Explanation of Other Lobbying Activities: THE $17,042 OF LOBBYING EXPENSES IS FOR THE PAYMENT OF DUES TO MARYLAND CITIZENS FOR THE ARTS to promote adequate funding for the Maryland State Arts Council and to advocate for the arts at the state and federal levels. 52187854 1097917 4235879 23653963 339687 148867 54379133 61686000 308470 -8301918 1403328 98370 52187854 1.00000 0 1 1 6865 1659 5206 1684954 1145351 539603 544809 PREPAID PENSION COSTS 89360 DUE FROM AFFILIATES 2165397 2254757 ACCRUED PENSION COSTS 8094708 8094708 24616284 23731294 884990 11662 -1286493 -1274831 -389841 25307652 11662 56657 631920 700239 24607413 8871 8871 24616284 24411000 56657 631920 688577 23722423 8871 8871 23731294 Part V, Line 4: Description of Intended Use of Endowment Funds: The endowment is held by The Baltimore Symphony Endowment Trust, a supporting organization. The endowment is used to support the charitable, literary and educational purposes associated with the promotion of an appreciation of orchestral and symphonic music. Part X: Description of Uncertain Tax Positions Under FIN 48: THE BALTIMORE SYMPHONY ORCHESTRA, INC. IS THE PARENT OF THE AFFILIATED GROUP KNOWN AS THE BALTIMORE SYMPHONY ORCHESTRA, INC. ("GROUP"). AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR THE BALTIMORE SYMPHONY ORCHESTRA, INC. AND ITS AFFILIATES ON A CONSOLIDATED BASIS. ASC 740, Income Taxes (ASC 740), prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return as well as guidance on de-recognition, classification, interest and penalties and financial statement reporting disclosures. For these benefits to be recognized, a tax position must be more-likely-than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Symphony recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The Symphony does not have any amounts accrued relating to interest and penalties as of August 31, 2010 and 2009. Part XI, Line 8 - Other Adjustments: PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS: -1286493. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES NETTED WITH REVENUE: 220580. SPECIAL EVENT EXPENSES NETTED WITH REVENUE: 256313. COST OF GOODS SOLD NETTED WITH REVENUE: 155027. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES NETTED WITH REVENUE: 220580. SPECIAL EVENT EXPENSES NETTED WITH REVENUE: 256313. COST OF GOODS SOLD NETTED WITH REVENUE: 155027. X X X X X X X 1 SD&A TELESERVICESINC TELEFUNDING 0 408647 148674 259973 408647 148674 259973 MD DC VA GALA 762972 506660 256312 4238 78696 74125 99253 BSA SHOWHOUSE 224142 224142 1 2852 2852 989966 733654 256312 4238 78696 74125 99253 256312 0 X X 0 0 0 0 0 0 0 0 0 PAUL MEECHAM 251945 0 0 0 288 0 0 0 21357 0 273590 0 0 0 MARIN ALSOP 150000 0 0 0 288 0 0 0 2774 0 153062 0 0 0 JONATHAN CARNEY 250190 0 0 0 174 0 2172 0 21517 0 274053 0 0 0 DALE HEDDING 148343 0 0 0 174 0 0 0 10700 0 159217 0 0 0 ENNIS SEIBERT 160566 0 0 0 288 0 4826 0 1193 0 166873 0 0 0 FRANK SERRUTO JR 147707 0 0 0 54 0 4433 0 1106 0 153300 0 0 0 Alter Communications Inc Indirect Business 156220 Mr. Buerger is a member of the Organization's board and the CEO of Alter Communications, Inc. The Organization used Alter Communications for some of its advertising. 0 Baltimore Gas & Electric Co Inc Indirect Business 129852 Mr. Defontes, Jr. is a member of the Organization's board and President and CEO of Baltimore, Gas & Electric Co. Baltimore Gas & Electric Co. is the Organization's main utility provider. 0 X 61 318325 FMV 0 0 1 Method for Determining Number of Contributors: Part I, Column (b): NUMBER OF CONTRIBUTIONS Third Party Use: Part I, Line 32b: WHEN SECURITIES ARE DONATED TO THE BALTIMORE SYMPHONY ORCHESTRA, THEY ARE FLOWED THROUGH TO BROKERS WHO THEN LIQUIDATE THE SECURITIES. Form 990, Part VI, Section B, line 11 THE FORM 990 WAS REVIEWED AND APPROVED BY THE Executive COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS AFFIRMATIVELY REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS EVERY YEAR. Form 990, Part VI, Section B, line 15 DURING THE FISCAL YEAR ENDED 2010, THE ORGANIZATION DID NOT HAVE SALARY INCREASES FOR ANY OF ITS EMPLOYEES. THE ORGANIZATION ACTUALLY HAD SALARY DECREASES FOR ALL OF ITS EMPLOYEES. DURING A TIMEFRAME WHEN SALARIES ARE BEING ADJUSTED, THE BOARD WILL MEET TO DISCUSS AND REVIEW THE SALARIES OF TOP OFFICIALS. Data from comparable organizations for similar positions is reviewed. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ONLINE VIA THE GUIDESTAR WEBSITE. FORM 990, PAGE 12, PART XI, LINE 2: THE BALTIMORE SYMPHONY ORCHESTRA, INC. IS THE PARENT OF THE affiliated GROUP KNOWN AS THE BALTIMORE SYMPHONY ORCHESTRA, INC. AND AFFILIATES. AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR BALTIMORE SYMPHONY ORCHESTRA, INC. AND ITS AFFILIATES ON A CONSOLIDATED BASIS. AUDITED FINANCIAL STATEMENTS WERE NOT PREPARED ON A SEPARATE BASIS FOR EACH ENTITY. THE BALTIMORE SYMPHONY ORCHESTRA ALSO HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, SCHEDULE M, PART I, LINE 31: THE ORGANIZATION DOES NOT HAVE A GIFT ACCEPTANCE POLICY FOR NON-STANDARD CONTRIBUTIONS BECAUSE IT DOES NOT RECEIVE significant NON-STANDARD CONTRIBUTIONS. BALTIMORE SYMPHONY ENDOWMENT TRUST 1212 CATHEDRAL STREET BALTIMORE MD 21201 770659339 support appreciation of orchestral and symphonic music MD 501(C)(3) 11A - TYPE I BALTIMORE SYMPHONY ORCHESTRA INC CATHEDRAL PARKING INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 521239270 PARKING GARAGE MD N/A C 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 BALTIMORE SYMPHONY ENDOWMENT TRUST N 85137 baltimore SYMPHONY ENDOWMENT TRUST C 2653963