2011-11-04T14:13:38-05:00 2011-06-30 SMITH & GESTELAND LLP PO BOX 1764 MADISON WI 53701 990 2010-07-01 391769944 MADISON SYMPHONY ORCHESTRA FOUNDATION INC MADI 6082608680 222 WEST WASHINGTON AVENUE 460 MADISON WI 53703 RICHARD MACKIE 6082608680 2011-11-04 1 KEITH H BAUMGARTNER 6088367500 2010 2016-03-07 17:11:31Z RICHARD MACKIE 222 WEST WASHINGTON AVENUE 460 MADISON WI 53703 9217628 0 X N/A X 1995 WI TO SUPPORT MADISON SYMPHONY ORCHESTRA'S MISSION 9 8 0 0 0 0 14902 411080 0 0 122952 702056 0 0 137854 1113136 346790 442588 0 0 0 0 0 0 0 24113 27492 370903 470080 -233049 643056 8036110 9714170 0 0 8036110 9714170 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 442588 442588 TRANSFERRED FUNDS TO THE MADISON SYMPHONY ORCHESTRA 442588 1 1 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 0 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 9 8 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 WI X RICHARD MACKIE 6082608680 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 128950 18492 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 ABRAMASON 1.00 X 0 0 0 0 128950 18492 0 0 0 0 0 411080 411080 231241 231241 8575307 8104492 470815 470815 470815 1113136 0 0 702056 442588 442588 INVESTMENT MANAGEMENT F 27492 27492 470080 442588 27492 0 789815 624755 7237238 9077395 9057 12020 8036110 9714170 0 0 X 968236 2235216 7067874 7478954 8036110 9714170 8036110 9714170 X 643056 1035004 X 0 1 1 X 0 X X 0 0 0 MADISON SYMPHONY ORCHESTRA INC 390839707 9 1 1 1 442588 1 442588 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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) 442588 SPONSOR, DEVELOP, AND PROMOTE MUSICAL PROGRAMS 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 GAINS ON INVESTMENTS: 1,035,004. 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 442588