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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN: 93493159003022 Return of Or anization Exem t From Income Tax OMB No 1545-0047 990 g p Form Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 201 0 benefit trust or private foundation) Department of the Treasury . Internal Revenue Service 0- The organization may have to use a copy of this return to satisfy state reporting requirements A For the 2010 calendar year, or tax year beginning 09 - 01-2010 and ending 08 - 31-2011 B Check if applicable C Name of organization D Employer identification number BOSTON SYMPHONY ORCHESTRA INC F Address change 04-2103550 F Name change Doing Business As E Telephone number fl Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite (617) 266-1492 F_ Terminated 301 Massachusetts Avenue 1 Amended return City or town, state or country, and ZIP + 4 G Gross receipts $ 157,321,051 1 Application pending Boston, MA 02115 F Name and address of principal officer H(a) Is this a group return for affiliates? Yes I' No Mark Volpe 301 Massachusetts Avenue H(b) Are all affiliates included? Yes No Boston, MA 0211 5 If "No," attach a list (see instructions) I Tax-exempt status F 501(c)(3) fl 501(c) ( ) I (insert no ) fl 4947(a)(1) or F_ 527 H(c) Group exemption number 0- J Website : 0- www bso org K Form of organization F Corporation 1 Trust F_ Association 1 Other 0- L Year of formation 1918 M State of legal domicile MA Summary 1 Briefly describe the organization's mission or most significant activities The mission of the Boston Symphony Orchestra is to foster and maintain an organization dedicated to the making of music consonant with the highest aspirations of the musical art, creating performances and providing educational and training programs at the highest level of excellence and presenting this music to the widest audience possible BSO concerts include the Boston Symphony winter season at Symphony Hall in Boston, the Boston Symphony's summer festival at Tanglewood, its outdoor summer W 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 fourteen Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educational programs serving over 28,000 children annually Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) . . . . 3 36 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . 4 34 5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) 5 1,395 6 Total number of volunteers (estimate if necessary) . 6 996 7aTotal unrelated business revenue from Part VIII, column (C), line 12 7a 651,033 b Net unrelated business taxable income from Form 990-T, line 34 7b -70,178 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 28,470,125 24,734,705 9 Program service revenue (Part VIII, line 2g) 35,288,254 34,664,126 13- 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 4,828,187 17,297,776 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,790,784 3,963,032 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . 73,377,350 80,659,639 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 0 0 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A ), lines 5-10) 45,574,771 45,676,892 16a Professional fundraising fees (Part IX, column (A), line l le) . 0 0 sC LLJ b Total fundraising expenses (Part IX, column (D), line 25) 0-7,730,930 17 Other expenses (Part IX, column (A), lines 1la-11d, 11f-24f) . . . . 38,166,970 37,905,313 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 83,741,741 83,582,205 19 Revenue less expenses Subtract line 18 from line 12 -10,364,391 -2,922,566 Beginning of Current End of Year Year 'M 20 Total assets (Part X, line 16) . . . . . . . . . . . 458,330,094 493,519,685 21 Total liabilities (Part X, line 26) . . . . . . . . . . . 61,906,486 55,353,253 ZLL 22 Net assets or fund balances Subtract line 21 from line 20 Big= Signature Block Under penalties of perjury , I declare that I have examined this return, including acco knowledge and belief, it is true, correct , and complete . Declaration of preparer (othe knowledge. Sign Signature of officer Here Thomas D Ma y Chief Financial Officer Type or print name and title Print/Type Preparers signature preparers name Paid Firm's name Preparer ' Firm s address Use Only May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions.
Transcript
  • efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN: 93493159003022

    Return of Or anization Exem t From Income Tax OMB No 1545-0047990 g pFormUnder section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung

    2010

    benefit trust or private foundation)

    Department of the Treasury • .

    Internal Revenue Service 0- The organization may have to use a copy of this return to satisfy state reporting requirements

    A For the 2010 calendar year, or tax year beginning 09-01-2010 and ending 08-31-2011

    B Check if applicableC Name of organization D Employer identification number

    BOSTON SYMPHONY ORCHESTRA INCF Address change 04-2103550

    F Name changeDoing Business As

    E Telephone number

    fl Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite (617) 266-1492

    F_ Terminated301 Massachusetts Avenue

    1 Amended return City or town, state or country, and ZIP + 4G Gross receipts $ 157,321,051

    1 Application pendingBoston, MA 02115

    F Name and address of principal officer H(a) Is this a group return for affiliates? Yes I' NoMark Volpe301 Massachusetts Avenue

    H(b) Are all affiliates included? Yes NoBoston, MA 0211 5

    If "No," attach a list (see instructions)

    I Tax-exempt status F 501(c)(3) fl 501(c) ( ) I (insert no ) fl 4947(a)(1) or F_ 527H(c) Group exemption number 0-

    J Website : 0- www bso org

    K Form of organization F Corporation 1 Trust F_ Association 1 Other 0- L Year of formation 1918 M State of legal domicile MA

    Summary

    1 Briefly describe the organization's mission or most significant activitiesThe mission of the Boston Symphony Orchestra is to foster and maintain an organization dedicated to the making of musicconsonant with the highest aspirations of the musical art, creating performances and providing educational and training programsat the highest level of excellence and presenting this music to the widest audience possible BSO concerts include the BostonSymphony winter season at Symphony Hall in Boston, the Boston Symphony's summer festival at Tanglewood, its outdoor summer

    W home in Lenox and Stockbridge, Massachusetts, and Boston Pops concerts in Symphony Hall that reach a third audience for whomorchestral music may not be as familiar The concerts also include fourteen Boston Symphony Youth and Family Concerts, the corecomponent of the orchestra's K-12 educational programs serving over 28,000 children annually Tanglewood also houses theTanglewood Music Center, an in-depth musical experience for emerging professional musicians of exceptional ability

    2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets

    3 Number of voting members of the governing body (Part VI, line 1a) . . . . 3 36

    4 Number of independent voting members of the governing body (Part VI, line 1b) . . . 4 34

    5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) 5 1,395

    6 Total number of volunteers (estimate if necessary) . 6 996

    7aTotal unrelated business revenue from Part VIII, column (C), line 12 7a 651,033

    b Net unrelated business taxable income from Form 990-T, line 34 7b -70,178

    Prior Year Current Year

    8 Contributions and grants (Part VIII, line 1h) . 28,470,125 24,734,705

    9 Program service revenue (Part VIII, line 2g) 35,288,254 34,664,126

    13-10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 4,828,187 17,297,776

    11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,790,784 3,963,032

    12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line12) . . . . . . . . . . . . . . . . . . . 73,377,350 80,659,639

    13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 0 0

    14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0

    15 Salaries, other compensation, employee benefits (Part IX, column (A ), lines5-10) 45,574,771 45,676,892

    16a Professional fundraising fees (Part IX, column (A), line l le) . 0 0

    sCLLJ

    b Total fundraising expenses (Part IX, column (D), line 25) 0-7,730,930

    17 Other expenses (Part IX, column (A), lines 1la-11d, 11f-24f) . . . . 38,166,970 37,905,313

    18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 83,741,741 83,582,205

    19 Revenue less expenses Subtract line 18 from line 12 -10,364,391 -2,922,566

    Beginning of CurrentEnd of Year

    Year

    'M 20 Total assets (Part X, line 16) . . . . . . . . . . . 458,330,094 493,519,685

    21 Total liabilities (Part X, line 26) . . . . . . . . . . . 61,906,486 55,353,253

    ZLL 22 Net assets or fund balances Subtract line 21 from line 20

    Big=Signature Block

    Under penalties of perjury, I declare that I have examined this return, including accoknowledge and belief, it is true, correct , and complete . Declaration of preparer (otheknowledge.

    SignSignature of officer

    Here Thomas D Ma y Chief Financial OfficerType or print name and title

    Print/Type Preparers signaturepreparers name

    Paid Firm's namePreparer

    'Firm s addressUse Only

    May the IRS discuss this return with the preparer shown above? (see instructs

    For Paperwork Reduction Act Notice, see the separate instructions.

  • Form 990 (2010) Page 2

    Statement of Program Service AccomplishmentsCheck if Schedule 0 contains a response to any question in this Part III (-

    1 Briefly describe the organization's mission

    The mission of the Boston Symphony Orchestra is to foster and maintain an organization dedicated to the making of music consonant with thehighest aspirations of the musical art, creating performances and providing educational and training programs at the highest level ofexcellence and presenting this music to the widest audience possible BSO concerts include the Boston Symphony winter season atSymphony 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 familiarThe concerts also include fourteen Boston Symphony Youth and Family Concerts, the core component of the orchestra's K-12 educationalprograms serving over 28,000 children annually Tanglewood also houses the Tanglewood Music Center, an in-depth musical experience foremerging professional musicians of exceptional ability

    2 Did the organization undertake any significant program services during the year which were not listed onthe prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . fl Yes F No

    If"Yes,"describe these new services on Schedule 0

    3 Did the organization cease conducting, or make significant changes in how it conducts, any programservices? F Yes F7 No

    If"Yes,"describe these changes on Schedule 0

    4 Describe the exempt purpose achievements for each of the organization's three largest program services by expensesSection 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants andallocations to others, the total expenses, and revenue, if any, for each program service reported

    4a (Code ) (Expenses $ 57,003,790 including grants of $ 0 ) (Revenue $ 33,732,878

    Orchestra Music Programs Founded in 1881, the mission of the Boston Symphony Orchestra (BSO) is to foster and maintain an organization dedicated to themaking of music consonant with the highest aspirations of the musical art, creating performances and providing educational and training programs at the highestlevel of excellence Recognized as one of the world's finest orchestras, the BSO presents an average of 27 programs in approximately 100 concerts at SymphonyHall between September and April each year that embrace the full range of orchestral repertoire Another 33 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 FamilyConcerts, including 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 theDecember holiday season, the Boston Pops give approximately seventy concerts All told, the BSO is the world's largest orchestral operation and the fourth-largestperforming arts institution in the United States The BSO's 2010-11 subscription season marked the orchestra's 130th year The 2010-11 season featured some ofthe most ambitious, seminal pieces within the classical repertoire, including an all-Wagner program on opening night (October 2, 2010) featuring a rare USappearance by renowned bass-baritone Bryn Terfel, the inaugural concerts of a complete John Harbison symphony cycle, the 40th anniversary celebration of theTanglewood Festival Chorus which, joined the BSO for Mahler's Resurrection, Stravinksy's Oedipus Rex, music from Falla's Atlantida, Bach's St John Passion, andthe launch of the BSO's new "Underscore Fridays" series, a new concert format, offering an earlier start time, a slightly shorter program, and the opportunity forconcert-goers to hear the conductor speak directly from the podium about each program during the performance The BSO took highlights of the BSO's 2010-2011Symphony Hall season on a tour of the east coast in March, 2011, performing at Carnegie Hall, the New Jersey Performing Arts Center, and at the Kennedy Centerin Washington, DC Several distinguished guest conductors appeared with the orchestra during the 2010-11 season, including Rafael FrAY4hbeck de Burgos, KurtMasur, Sir Mark Elder, Lorin Maazel, and Christoph von Dohnanyi, guest soloists included pianists Nelson Freire and Peter Serkin and violinist Joshua Bell Throughoutits history, the BSO has enabled the creation of hundreds of works, many of which have become landmarks in orchestral repertoire The BSO has commissioned andpresented more than 400 U S and world premieres, including major works by Sergei Prokofiev, Igor Stravinsky, Samuel Barber, Bela Bartok, Elliott Carter, AaronCopland, George Gershwin and John Harbison, among many others Several BSO commissions have become landmarks of the 20th Century orchestral repertoire,including Stravinsky's Symphony of Psalms, Bartok's Concerto for Orchestra, and Bernstein's Symphony No 3, Kaddish More recently, Yehudi Wyner's pianoconcerto, Chiavi in mano, was recognized with the Pulitzer Prize, and Peter Lieberson's Neruda Songs has become a commercial success During the 2010-11 BSOseason in Symphony Hall, the orchestra presented the American premiere of Unsuk Chin's Cello Concerto as well as the world premiere of a Harrison Birtwistle'sViolin Concerto (a BSO commission) For all BSO (Boston, Tanglewood, and Carnegie Hall) and Boston Pops concerts, attendance was approximately 1 2 million BSOconcerts from Symphony Hall (Saturday evenings) and Tanglewood (Saturdays and Sundays) were also heard throughout southern New England in weekly liveradio broadcasts over Classical New England 99 5 (formerly WCRB, now a subsidiary of WGBH), in addition to reaching a global audience through live, onlinestreaming on the WGBH website Saturday-evening concerts during the Boston Pops' season were also broadcast live over Classical New England 99 5 All told,these broadcasts reached a listening audience of more than 450,000 Additionally, the CBS broadcast of the July 4th Pops concert on Boston's Charles RiverEsplanade reaches millions of viewers nationwide, beyond the 420,000 in attendance in Boston The core Symphony Hall audience comes from the Greater Bostonarea, 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 wishesto cultivate According to an independent economic-impact study released in 2008, the BSO generates $136 million annually for the Boston-area economy andanother $61 million for the Berkshire County economy during the 10 weeks that the orchestra is in residence at Tanglewood

    4b (Code ) ( Expenses $ 4,909,277 including grants of $ 0 ) (Revenue $ 496,308 )

    Education Education is integral to the BSO's mission and comprises two main components 1) training of young professional musicians at the Tanglewood MusicCenter, 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 forintegrated, high-quality arts education in the public schools, as required by the Massachusetts Education Reform Act of 1993 Over the past seven decades, theTanglewood Music Center (TMC) has established itself as the preeminent professional music-training center of its kind, and its alumni have shaped and changed themusical 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 educationalexperience 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 relationshipscultivated at the TMC offer direct entrA©e to upper levels of the profession Upon completing their time at TMC, TMC "fellows" are deemed to have all of therequisite 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 areencouraged to pursue directions that will open new avenues in the field The principal areas of study and performance at the TMC are orchestral and chambermusic, with a heavy emphasis on contemporary music, vocal repertoire including art song and staged opera (also involving instrumentalists), composition, andconducting In the summer of 2011, 148 accomplished fellows studied and performed for eight weeks under the direction of 60 resident and guest faculty membersand members of the Boston Symphony Orchestra Participating fellows represented 34 states (including the District of Columbia) and 14 foreign countriesPerformance and study of new music, always central to the TMC methodology, were programmed throughout the summer, and the TMC fellows played a prominentrole in Tanglewood's annual Festival of Contemporary Music, which was directed in 2011 by composer Charles Wuorinen A centerpiece of the 2011 Festival ofContemporary Music was the world-premiere of Mr Wuorinen's new cantata It Happens Like This, which featured the talented young vocalists and instrumentalistsof the Tanglewood Music Center The K-12 education programs of the BSO not only provide access to the arts for underserved students and families, they alsoaddress the need for integrated high-quality arts exposure and education in the public schools as required by the Massachusetts Education Reform Act of 1993These initiatives currently serve more than 28,000 students and hundreds of teachers statewide, and are developed in conformity with the National Standards forArts Education and the Massachusetts Arts Curriculum Framework The BSO continues to adapt its existing programs and develop new ones that support educationreform 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 publicschools 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 atotal of 14 Youth and Family Concerts in the 2010-11 season during a week of concerts in February 2011 The performances were attended by more than 19,000students from schools across Massachusetts Another education highlight is the BSO's Education Resource Center housed at the Boston Arts Academy (BAA) TheCenter 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 700 teachers from the greaterBoston area utilized the Center In addition, the Center serves as the library for the Boston Arts Academy and Fenway High School, serving approximately 75teachers and 700 students In recognition of the outstanding quality of the project, the American Association of School Librarians (AASL) designated the EducationResource Center, along with the library of the BAA, as the 2004 National School Library Media Program of the Year

    4c (Code ) (Expenses $ 957,281 including grants of $ 0 ) (Revenue $ 822,877 )

    Historic Preservation and Conservation and Facility Rental Symphony Hall has long been considered the finest concert hall in the United States, and its spectacularacoustic 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 HistoricLandmark in 1999 Symphony Hall resonates with a century of great performances by leading artists, the musical vibrancy of the 20th century, and the importantvoices 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 greatconcert artists have appeared (and continue to appear) on the Symphony Hall stage, either with the BSO or in solo recitals Touring ensembles have also takenadvantage 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 ofensembles and presenters, including the Handel & Haydn Society, one of the nation's first permanent performing groups, established in 1815 Symphony Hall is alsothe primary venue for the Celebrity Series of Boston and the Boston Youth Symphony Orchestras Frequently used as a civic auditorium, Symphony Hall has hostedmany 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, andcontroversial social issues were also given their due in debates Tanglewood is the summer performance home of the Boston Symphony Orchestra and is located inLenox, Massachusetts, amid the scenic splendor of the Berkshire hills Established in 1936 by then-BSO Music Director Serge Koussevitzky, Tanglewood is now oneof 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 musicTanglewood attracts more than 350,000 visitors from around the world annually, and presents ten weeks of diverse programming each summer, the central featureof which is approximately two dozen BSO concerts featuring the finest classical music and the most esteemed conductors and soloists The festival also includes aweekly chamber music series, solo recitals by acclaimed artists, some fifty concerts and recitals by fellows of the Tanglewood Music Center, the weeklong Festivalof Contemporary Music, a Popular Artists Series, and a Labor Day jazz festival Comprising the former Tanglewood and Highwood estates, Tanglewood covers morethan 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 principalperformance venues the Koussevitzky Music Shed, Seiji Ozawa Concert Hall, and the Tanglewood Theatre Built in 1938 from plans by Eliel Saarinen, theKoussevitzky 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 AllBSO 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 chambermusic 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 anadditional 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 Itis 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 andfully rigged stage The Tanglewood master plan was completed in the summer of 2005, resulting in an approved plan that will guide the enhancement andpreservation of this unique property for the next seven to ten years During FY11, in accordance with the Boston Symphony Orchestra's master plan for facilities, theBSO began the first phase of extensive exterior restoration work on Symphony Hall in Boston as well as the first phase of a major sewer system installation atTang lewood

    4d Other program services (Describe in Schedule 0 ) See also Additional Data for Description

    (Expenses $ 958,968 including grants of $ 0 ) (Revenue $ 889,710 )

    4e Total program service expensesl-$ 63,829,316

    Form 990 (2010)

  • Form 990 (2010) Page 3

    Checklist of Required Schedules

    Yes No

    1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes

    complete Schedule As . . . . . . . . . . . . . . . . . . . 1

    2 Is the organization required to complete Schedule B, Schedule of Contributors (see instruction)? 2 Yes

    3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to Nocandidates for public office? If "Yes, "complete Schedule C, Part I . . . . . . . . . . 3

    4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) Yes

    election in effect during the tax year? If "Yes, "complete Schedule C, Part 1195 . 4

    5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes, "complete Schedule C, PartIII . . . . . . . . . . . . . . . . . . . . . . . . 5

    No

    6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have theright to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"completeSchedule D, Part I . . . . . . . . . . . . . . . . . . . . . . 6

    N o

    7 Did the organization receive or hold a conservation easement, including easements to preserve open space,the environment, historic land areas or historic structures? If "Yes,"complete Schedule D, Part II . . 7 No

    8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . 8 N o

    9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, orprovide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes,"complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . 9 N o

    10 Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi- 10 Yesendowments? If "Yes,"complete Schedule D, Part VS I

    11 If the organization's answer to any of the following questions is 'Yes/then complete Schedule D, Parts VI, VII,VIII, IX, or X as applicable

    a Did the organization report an amount for land, buildings, and equipment in Part X, linel0? If "Yes,"complete

    Schedule D, Part VI.95 11aYes

    b Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of

    its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII. 11bYes

    c Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more ofits total assets reported in Part X, line 16? If "Yes, "complete Schedule D, Part VIII. llc

    No

    d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets

    reported in Part X, line 16? If "Yes," complete Schedule D, Part IX.95 11dYes

    e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X.lie Yes

    f Did the organization's separate or consolidated financial statements for the tax year include a footnote thataddresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740 )? If "Yes,"complete 11f YesSchedule D, Part X.N

    12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"

    complete Schedule D, Parts XI, XII, and XIII 95 12a N o

    b Was the organization included in consolidated, independent audited financial statements for the tax year? If"Yes,"and if the organization answered 'No'to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional 12b Yes

    13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, "complete Schedule E13 No

    14a Did the organization maintain an office, employees, or agents outside of the United States? . 14a No

    b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program

    service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV 14bN o

    15 Did the organization report on Part IX, column (A ), line 3, more than $5,000 of grants or assistance to anyorganization or entity located outside the U S ? If "Yes," complete Schedule F, Parts II and IV . 15

    No

    16 Did the organization report on Part IX, column (A ), line 3, more than $5,000 of aggregate grants or assistance toindividuals located outside the U S ? If "Yes," complete Schedule F, Parts III and IV . 16 No

    17 Did the organization report a total of more than $15,000, of expenses for professional fundraising services on 17 NoPart IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, PartI (see instructions)

    18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part

    VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . .18 Yes

    19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 19 No"Yes,"complete Schedule G, Part III . . . . . . . . . . . . . . . . . . .

    20a Did the organization operate one or more hospitals? If "Yes, "complete Schedule H . 20a No

    b If "Yes" to line 20a, did the organization attach its audited financial statement to this return? Note . Some Form 20b990 filers that operate one or more hospitals must attach audited financial statements (see instructions)

    Form 990 (2010)

  • Form 990 (2010) Page 4

    Checklist of Required Schedules (continued)

    21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in 21 Nothe United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . .

    22 Did the organization report more than $5,000 of grants and other assistance to individuals in the U nited States 22on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III .

    No

    23 Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5, about compensation of theorganization's current and former officers, directors, trustees, key employees, and highest compensated 23

    Yes

    employees? If "Yes,"completeScheduleJ . . . . . . . . . . . . . . . .

    24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000as of the last day of the year, that was issued after December 31, 2002? If"Yes," answer lines 24b-24d andcomplete Schedule K. If "No,"go to line 25 . . . . . . . . . . . . . . . 24a N o

    b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b

    c Did the organization maintain an escrow account other than a refunding escrow at any time during the yearto defease any tax-exempt bonds? . 24c

    d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d

    25a Section 501(c)( 3) and 501 ( c)(4) organizations . Did the organization engage in an excess benefit transaction witha disqualified person during the year? If "Yes," complete Schedule L, Part I . 25a No

    b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prioryear, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 25b No

    "Yes,"complete Schedule L, Part I . . . . . . . . . . . . . . . .

    26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, ordisqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, 26 YesPart II . . . . . . . . . . . . . . . . . . . . . . . . . . .

    27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantialcontributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," 27 No

    complete Schedule L, Part III . . . . . . . . . . . . . . .

    28 Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IVinstructions for applicable filing thresholds, conditions, and exceptions)

    a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, PartIV . . . . . . . . . . . . . . . . . . . . . . . . . 28a No

    b A family member of a current or former officer, director, trustee, or key employee? If "Yes,"

    complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . 19 28bYes

    c A n entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) wasan officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . 28c

    No

    29 Did the organization receive more than $25 000 in non-cash contributions? If "Yes "complete Schedule Yes, , 29

    30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

    conservation contributions? If "Yes, "complete Schedule M . . . . . . . . . . .30 Yes

    31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,

    Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . 31N o

    32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," completeSchedule N, Part II . . . . . . . . . . . . . . . . . . . . . . 32 N o

    33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulationssections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI . 33 No

    34 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, III, IV,

    and V, line 1 . . . . . . . . . . . . . . . . . . . . . 34Yes

    35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? .35 Yes

    a Did the organization receive any payment from or engage in any transaction with a controlled entity within the

    meaning of section 512(b)(13)? If "Yes,"complete Schedule R, Part V, l1ne2 . . . F7Yes fNo

    36 Section 501(c)( 3) organizations . Did the organization make any transfers to an exempt non-charitable relatedorganization? If "Yes,"complete Schedule R, Part V, line2 . . . . . . . . . . 36

    No

    37 Did the organization conduct more than 5% of its activities through an entity that is not a related organizationand that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37

    No

    38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19?Note . All Form 990 filers are required to complete Schedule 0 . . . . . . . . . . 38

    Yes

    Form 990 (2010)

  • Form 990 (2010) Page 5

    KEWStatementsRegarding Other IRS Filings and Tax Compliance

    Check if Schedule 0 contains a response to any question in this Part V

    Yes I No

    la Enter the number reported in Box 3 of Form 1096 Enter-0- if not applicablela 469

    b Enter the number of Forms W-2G included in line la Enter-0- if not applicablelb 0

    c Did the organization comply with backup withholding rules for reportable payments to vendors and reportablegaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c Yes

    2a Enter the number of employees reported on Form W-3, Transmittal of Wage and TaxStatements filed for the calendar year ending with or within the year covered by thisreturn . . . . . . . . . . . . . . . . . . . . 2a 1,395

    b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?2b Yes

    Note . If the sum of lines la and 2a is greater than 250, you may be required to e-file (see instructions)

    3a Did the organization have unrelated business gross income of $ 1,000 or more during theyear? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a Yes

    b If "Yes," has it filed a Form 990-T for this year? If "No,"provide an explanation in Schedule 0 . . . . 3b Yes

    4a At any time during the calendar year, did the organization have an interest in, or a signature or other authorityover, a financial account in a foreign country (such as a bank account, securities account, or other financialaccount)? . 4a

    b If "Yes," enter the name of the foreign country 0-See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts

    5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . .

    b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

    c If"Yes" to line 5a or 5b, did the organization file Form 8886-T?

    6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible? . .

    b If "Yes," did the organization include with every solicitation an express statement that such contributions or giftswere not tax deductible? .

    7 Organizations that may receive deductible contributions under section 170(c).

    a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods andservices provided to the payor? .

    b If "Yes," did the organization notify the donor of the value of the goods or services provided? . .

    c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required tofile Form 82827 . . . . . . . . . . . . . . . . . . . . . . . . . . .

    d If"Yes,"indicate the number of Forms 8282 filed during the year . I 7d I 1

    e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefitcontract? . . . . . . . . . . . . . . . . . . . . . . . . . .

    f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

    g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 asrequired? .

    h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file aForm 1098-C? .

    8 Sponsoring organizations maintaining donor advised funds and section 509(a )( 3) supporting organizations. Didthe supporting organization, or a donor advised fund maintained by a sponsoring organization, have excessbusiness holdings at any time during the year? .

    9 Sponsoring organizations maintaining donor advised funds.

    a Did the organization make any taxable distributions under section 4966?

    b Did the organization make a distribution to a donor, donor advisor, or related person?

    10 Section 501(c)( 7) organizations. Enter

    a Initiation fees and capital contributions included on Part VIII, line 12 .

    b Gross receipts, included on Form 990, Part VIII, line 12, for public use of clubfacilities

    11 Section 501(c)( 12) organizations. Enter

    a Gross income from members or shareholders . .

    b Gross income from other sources (Do not net amounts due or paid to other sourcesagainst amounts due or received from them ) . . . . . . . .

    10a

    10b

    11a

    11b

    12a Section 4947( a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

    b If "Yes," enter the amount of tax-exempt interest received or accrued during theyear 12b

    13 Section 501(c)(29) qualified nonprofit health insurance issuers.

    a Is the organization licensed to issue qualified health plans in more than one state?Note . See the instructions for additional information the organization must report on Schedule 0

    5a

    5b

    5c

    6a

    6b

    7a Yes

    7b Yes

    7c Yes

    7e

    7f

    7g

    7h

    8

    9a

    9b

    12a

    13a

    No

    No

    No

    No

    No

    No

    b Enter the amount of reserves the organization is required to maintain by the statesin which the organization is licensed to issue qualified health plans 13b

    c Enter the amount of reserves on hand13c

    14a Did the organization receive any payments for indoor tanning services during the tax year? . 14a No

    b If "Yes," has it filed a Form 720 to report these payments? If "No,"provide an explanation in Schedule O 14b

    Form 990 (2010)

  • Form 990 ( 2010) Page 6

    Lam Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule0. See instructions.Check if Schedule 0 contains a response to any question in this Part VI .F

    Section A. Governing Body and Management

    Yes No

    la Enter the number of voting members of the governing body at the end of the taxyear . . . . . . . . . . . . . la 36

    b Enter the number of voting members included in line la, above, who areindependent . . . . . . . . . . . . . . . . lb 34

    2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with anyother officer, director, trustee, or key employee? 2 Yes

    3 Did the organization delegate control over management duties customarily performed by or under the directsupervision of officers, directors or trustees, or key employees to a management company or other person? 3 No

    4 Did the organization make any significant changes to its governing documents since the prior Form 990 wasfiled? 4 No

    5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 No

    6 Does the organization have members or stockholders? 6 No

    7a Does the organization have members, stockholders, or other persons who may elect one or more members of thegoverning body? . . . . . . . . . . . . . . . . . . . . . . . . 7a No

    b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 7b No

    8 Did the organization contemporaneously document the meetings held or written actions undertaken during theyear by the following

    a The governing body? 8a Yes

    b Each committee with authority to act on behalf of the governing body? 8b No

    9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at theorganization's mailing address? If"Yes," provide the names and addresses in Schedule 0 . 9 No

    Section B. Policies (This Section B requests information about policies not required by the InternalRevenue Code.)

    Yes No

    10a Does the organization have local chapters, branches, or affiliates? 10a No

    b If"Yes,"does the organization have written policies and procedures governing the activities of such chapters,affiliates, and branches to ensure their operations are consistent with those of the organization? . 10b

    11a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?11a Yes

    b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990

    12a Does the organization have a written conflict of interest policy? If "No,"go to line 13 . 12a Yes

    b Are officers, directors or trustees, and key employees required to disclose annually interests that could give riseto conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . . 12b Yes

    c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"describe in Schedule 0 how this is done . . . . . . . . . . . . . . . . . . . 12c Yes

    13 Does the organization have a written whistleblower policy? 13 Yes

    14 Does the organization have a written document retention and destruction policy? . 14 Yes

    15 Did the process for determining compensation of the following persons include a review and approval byindependent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

    a The organization's CEO, Executive Director, or top management official 15a Yes

    b Other officers or key employees of the organization 15b Yes

    If "Yes" to line 15a or 15b, describe the process in Schedule 0 (See instructions

    16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with ataxable entity during the year? 16a Yes

    b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate itsparticipation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard theorganization's exempt status with respect to such arrangements? 16b Yes

    Section C. Disclosure

    17 List the States with which a copy of this Form 990 is required to be filed- MA , NJ , NY

    18 Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3 )s only) available for public inspection Indicate how you make these available Check all that apply

    fl Own website fi Another's website F Upon request

    19 Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents, conflict ofinterest policy, and financial statements available to the public See Additional Data Table

    20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization 0-

    Thomas D May301 Massachusetts AveBoston,MA 021154557(617)266-1492

    Form 990 (2010)

  • Form 990 (2010) Page 7

    Compensation of Officers , Directors,Trustees , Key Employees, Highest CompensatedEmployees , and Independent ContractorsCheck if Schedule 0 contains a response to any question in this Part VII .F

    Section A. Officers, Directors, Trustees, Kev Employees, and Highest Compensated Employees

    la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization'stax year* List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amountof compensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid

    * List all of the organization's current key employees, if any See instructions for definition of "key employee "

    * List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee)who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations

    * List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000of reportable compensation from the organization and any related organizations

    * List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of theorganization, more than $10,000 of reportable compensation from the organization and any related organizations

    List persons in the following order individual trustees or directors , institutional trustees , officers, key employees , highestcompensated employees , and former such persons

    fl Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee

    (A)Name and Title

    (B)Averagehours

    (C)Position (check all

    that apply)

    (D)Reportable

    compensation

    ( E)Reportable

    compensation

    (F)Estimated

    amount of otherper

    week

    (describe

    hours

    for

    related

    organizations

    in

    Schedule

    0)

    Cr'

    m

    _

    7.0

    ,

    5-

    7C'D

    Q

    Q

    ^5EL0 IDC-10-D

    +D a

    m

    To

    from theorganization (W-2/1099-MISC)

    from relatedorganizations(W- 2/1099-

    MISC)

    compensationfrom the

    organization andrelated

    organizations

    See Additional Data Table

    Form 990 (2010)

  • Form 990 (2010) Page 8

    Section A. Officers, Directors , Trustees , Key Employees, and Highest Compensated Employees (continued)

    (A)Name and Title

    (B)Averagehours

    (C)Position (check all

    that apply)

    (D)Reportable

    compensation

    ( E)Reportable

    compensation

    (F)Estimated

    amount of otherperweek

    (describehoursfor

    relatedorganizations

    inSchedule

    0)

    Cr'

    _

    7

    &

    5m-

    7C

    Q

    -05

    Q

    E

    a

    :_0D

    n0

    a,

    from theorganization (W-2/1099-MISC)

    from relatedorganizations(W- 2/1099-

    MISC)

    compensationfrom the

    organization andrelated

    organizations

    See Additional Data Table

    lb Sub-Total . . . . . . . . . . . . . . . . .

    c Total from continuation sheets to Part VII, Section A . . . . 0-

    d Total ( add lines lb and 1c) . . . . . . . . . . . . 0- 2,418,599 0 416,979

    Total number of individuals (including but not limited to those listed above) who received more than$100,000 in reportable compensation from the organization-118

    No

    Did the organization list any former officer, director or trustee, key employee, or highest compensated employee

    on line la? If "Yes," complete Schedule Jfor such individual . . . . . . . . . . . . 3 No

    4 For any individual listed on line la, is the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150,000? If "Yes," complete Schedule -7 for such

    individual . . . . . . . . . . . . . . . . . . . . . . . . . . .

    Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for

    services rendered to the organization? If "Yes,"complete Schedule J for such person . 5 No

    Section B. Independent Contractors

    1 Complete this table for your five highest compensated independent contractors that received more than$100,000 of compensation from the organization

    (A) (B) (C)Name and business address Description of services Compensation

    Phramus Inc1776 Broadway 8th Floor Services of I Levine 1,207,300New York, NY 10019

    Troubadour Reunion Tours LLC C/ O Creative Artists Agency3310 W End Ave Svcs of I Taylor and C King 948,192Nashville, TN 37203

    Isole Inc1032 Country Club Road Services of K Lockhart 651,722Brevard, NC 28712

    Creative Artists Agency3310 West End Ave Services of two artists 650,000Nashville, TN 37203

    Opus 3 Artists470 Park Avenue

    Guest Artists 524,0509th FloorNew York, NY 10016

    2 Total number of independent contractors ( including but not limited to those listed above ) who received more than$100,000 in compensation from the organization 0-17

    Form 990 (2010)

  • Form 990 (2010) Page 9

    N Statement of Revenue(A) (B) (C) (D)

    Total revenue Related Unrelated Revenueor business excluded

    exempt revenue fromfunction taxrevenue under

    sections512,

    513, or514

    la Federated campaigns . la 0

    b Membership dues . . . . lb 0

    cc c Fundraising events . 1c2,164,234

    d Related organizations . ld 0

    e Government grants (contributions) le 207,500

    f All other contributions, gifts, grants , and if 22,362,971similar amounts not included above

    gNoncash contributions included in lines la-If $ 5,024,240

    h Total . Add lines la -1f . 24,734,705

    Business Code

    2a 0 0Concerts & tours 900099 32,994,086 32,994,086

    b Program advertising 511190 644,657 0 644,657 0

    C Education 900099 496,308 496,308, 0 0

    d Electronic media 900099 434,940 434,940 0 0U5

    e Parking 900099 94,135 0 0 94,135

    f All other program service revenue 0 0 0

    O o

    g Total . Add lines 2a -2f . 34,664,126

    3 Investment income ( including dividends , interest

    and other similar amounts ) 10- 1,536,077 0 0 1,536,077

    4 Income from investment of tax- exempt bond proceeds 0 0 0 0

    5 Royalties . . 0- 0 0 0 0

    (i) Real (ii) Personal

    6a Gross Rents 3,498,470 0

    b Less rental 1,128,501 0expenses

    c Rental income 2,369,969 0or (loss)

    d Net rental income or (loss) 2,369,969 1,117,251 0 1,252,718

    (i) Securities (ii) Other

    7a Gross amount 89,567,000 0from sales ofassets otherthan inventory

    b Less cost or 73,805,301 0other basis andsales expenses

    c Gain or (loss) 15,761,699 0

    d Net gain or ( loss) 10- 15,761,699 0 6,37615,755,323

    q} 8a Gross income from fundraising events( not including

    2 164 234, ,$

    of contributions reported on line 1c)See Part IV, line 18 .

    a 894,464s

    b Less direct expenses . b 932,184

    c Net income or (loss ) from fundraising events . -37,720 0 -37,720

    9a Gross income from gaming activities See Part IV, line 19 a 0

    b Less direct expenses . b 0

    c Net income or (loss) from gaming activities . . . 0- 0 0 0 0

    10a Gross sales of inventory, lessreturns and allowances .

    a 1,250,196

    b Less cost of goods sold . b 795,426

    c Net income or (loss ) from sales of inventory . 454,770 454,770 0 0

    Miscellaneous Revenue Business Code

    11a Food and Beverage 900099 1,176,013 0 0 1,176,013

    b

    C

    d All other revenue . 0 0 0 0

    e Total . Add lines 11a-11d1,176, 013

    12 Total revenue. See Instructions . . .80,659,639 651, 033

    35, 497, 3 55 19, 776, 546

    Form 990 (2010)

  • Form 990 (2010) Page 10

    Statement of Functional Expenses

    Section 501 ( c)(3) and 501 ( c)(4) organizations must complete all columns.All other organizations must complete column (A) but are not required to complete columns ( B), (C), and ( D).

    Do not include amounts reported on lines 6b,

    7b, 8b, 9b, and 10b of Part VIII .

    (A)

    Total expenses

    (B)Program service

    expenses

    (C)Management andgeneral expenses

    (D)Fundraisingexpenses

    1 Grants and other assistance to governments and organizationsin the U S See Part IV, line 21 0 0

    2 Grants and other assistance to individuals in theU S See Part IV, line 22 0 0

    3 Grants and other assistance to governments,organizations , and individuals outside the U S SeePart IV, lines 15 and 16 0 0

    4 Benefits paid to or for members 0 0

    5 Compensation of current officers, directors , trustees, and

    key employees 1,213,075 1,062,845 150,230

    6 Compensation not included above, to disqualified persons

    (as defined under section 4958(f)(1)) and persons

    described in section 4958(c)(3)(B) 142,307 142,307

    7 Other salaries and wages 32,186,240 24,201,978 4,921,558 3,062,704

    8 Pension plan contributions ( include section 401(k) and section403(b ) employer contributions ) 5,108,749 3,868,085 883,910 356,754

    9 Other employee benefits 4,679,529 2,931,751 1,196,425 551,353

    10 Payroll taxes 2,346,992 1,442,623 644,317 260,052

    a Fees for services ( non-employees)

    Management 75,000 75,000 0 0

    b Legal 316,996 0 316,996 0

    c Accounting 147,033 0 147,033 0

    d Lobbying 32,711 0 0 32,711

    e Professional fundraising services See Part IV, line 17 0 0

    f Investment management fees 1,246,761 1,246,761 0 0

    g Other 11 ,949,873 11,536,953 384,812 28,108

    12 Advertising and promotion . 3,590,240 3,274,973 88,573 226,694

    13 Office expenses 3,023,447 1,882,333 473,637 667,477

    14 Information technology 846,446 149,609 468,922 227,915

    15 Royalties 35,699 35,699 0 0

    16 Occupancy 3,279,543 2,492,756 478,853 307,934

    17 Travel 4,481,278 3,849,868 207,766 423,644

    18 Payments of travel or entertainment expenses for any federal,state, or local public officials 0 0 0 0

    19 Conferences , conventions , and meetings 576,771 52,294 49,108 475,369

    20 Interest 51,442 49,384 0 2,058

    21 Payments to affiliates 0 0 0 0

    22 Depreciation , depletion, and amortization 3,813,313 2,907,225 551,461 354,627

    23 Insurance 155,974 12,250 143,724 0

    24 Other expenses Itemize expenses not covered above (Listmiscellaneous expenses in line 24f If line 24f amount exceeds 10% ofline 25, column (A) amount, list line 24f expenses on Schedule 0

    a Concert production expenses 1,538,477 1,536,458 2,019 0

    b

    c

    d

    e

    f All other expenses 2,744,309 2,141,009 0 603,300

    25 Total functional expenses. Add lines 1 through 24f 83,582,205 63,829,316 12,021,959 7,730,930

    26 Joint costs. Check here 1F- if following

    SOP 98-2 (ASC 958-720) Complete this line only if theorganization reported in column ( B) joint costs from acombined educational campaign and fundraising solicitation

    Form 990 (2010)

  • Form 990 (2010) Page 11

    Balance Sheet

    (A) (B)Beginning of year End of year

    1 Cash-non-interest-bearing 1,939,879 1 2,668,559

    2 Savings and temporary cash investments . 12,032,446 2 19,434,855

    3 Pledges and grants receivable, net 35,620,632 3 25,170,809

    4 Accounts receivable, net . 1,385,339 4 1,309,859

    5 Receivables from current and former officers, directors, trustees, key employees, andhighest compensated employees Complete Part II of

    Schedule L 110,999 5 93,889

    6 Receivables from other disqualified persons (as defined under section 4958(f)(1 )),persons described in section 4958(c)(3)(B), and contributing employers, andsponsoring organizations of section 501(c)(9) voluntary employees' beneficiaryorganizations (see instructions)

    Schedule L 0 6 0

    0 7 Notes and loans receivable, net . . . . . . . . . . . . 0 7 0

    8 Inventories for sale or use 703,597 8 593,886

    9 Prepaid expenses and deferred charges 1,707,471 9 2,060,119

    10a Land, buildings, and equipment cost or other basis Complete 104,828,643

    Part VI of Schedule D 10a

    b Less accumulated depreciation 10b 59,162,661 42,306,871 10c 45,665,982

    11 Investments-publicly traded securities . 129,442,904 11 130,793,270

    12 Investments-other securities See Part IV, line 11 201,739,242 12 230,644,168

    13 Investments-program-related See Part IV, line 11 . 13

    14 Intangible assets 0 14 0

    15 Other assets See Part IV, line 11 31,340,714 15 35,084,289

    16 Total assets . Add lines 1 through 15 (must equal line 34) . 458,330,094 16 493,519,685

    17 Accounts payable and accrued expenses 8,309,543 17 8,598,091

    18 Grants payable 0 18 0

    19 Deferred revenue 9,568,225 19 9,723,152

    20 Tax-exempt bond liabilities 0 20 0

    21 Escrow or custodial account liability Complete Part IVof Schedule D . 0 21 0

    22 Payables to current and former officers, directors, trustees, keyemployees, highest compensated employees, and disqualified

    persons Complete Part II of Schedule L . 0 22 0

    23 Secured mortgages and notes payable to unrelated third parties 5,500,000 23 5,500,000

    24 Unsecured notes and loans payable to unrelated third parties 0 24 0

    25 Other liabilities Complete Part X of Schedule D . 38,528,718 25 31,532,010

    26 Total liabilities . Add lines 17 through 25 . 61,906,486 26 55,353,253

    Organizations that follow SFAS 117, check here 1- F and complete lines 27

    co through 29, and lines 33 and 34.c327 Unrestricted net assets 46,973,019 27 61,300,211

    28 Temporarily restricted net assets 166,006,324 28 190,354,174

    29 Permanently restricted net assets 183,444,265 29 186,512,047

    Organizations that do not follow SFAS 117, check here 1 F- and completeLL.lines 30 through 34.

    30 Capital stock or trust principal, or current funds 30

    31 Paid-in or capital surplus, or land, building or equipment fund 31

    < 32 Retained earnings, endowment, accumulated income, or other funds 32

    Z 33 Total net assets or fund balances 396,423,608 33 438,166,432Z

    34 Total liabilities and net assets/fund balances 458,330,094 34 493,519,685

    Form 990 (2010)

  • Form 990 (2010) Page 12

    « Reconcilliation of Net AssetsCheck if Schedule 0 contains a response to any question in this Part XI . F

    1 Total revenue (must equal Part VIII, column (A), line 12)1 80,659,639

    2 Total expenses (must equal Part IX, column (A), line 25)2 83,582,205

    3 Revenue less expenses Subtract line 2 from line 1 .3 -2,922,566

    4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))4 396,423,608

    5 Other changes in net assets or fund balances (explain in Schedule O) .5 44,665,390

    6 Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33, column(B)) 6 438,166,432

    GZMM-Financial Statements and Reporting

    Check if Schedule 0 contains a response to any question in this Part XII (-

    Yes No

    Accounting method used to prepare the Form 990 fl Cash 17 Accrual (OtherIf the organization changed its method of accounting from a prior year or checked "Other," explain inSchedule 0

    2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No

    b Were the organization's financial statements audited by an independent accountant? . 2b Yes

    c If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of theaudit, review, or compilation of its financial statements and selection of an independent accountant?If the organization changed either its oversight process or selection process during the tax year, explain inSchedule 0 2c Yes

    d If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issuedon a separate basis, consolidated basis, or both

    fl Separate basis F Consolidated basis fl Both consolidated and separated basis

    3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in theSingle Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . 3a No

    b If"Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required 3baudit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits .

    Form 990 (2010)

  • l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493159003022

    SCHEDULE A Public Charity Status and Public SupportOMB No 1545-0047

    (Form 990 or 990EZ) 201 0Complete if the organization is a section 501(c)(3) organization or a section

    Department of the Treasury 4947( a)(1) nonexempt charitable trust.

    Internal Revenue Service► Attach to Form 990 or Form 990-EZ. ► See separate instructions.

    Name of the organization Employer identification numberBOSTON SYMPHONY ORCHESTRA INC

    04-2103550

    Reason for Public Charity Status (All organizations must complete this part.) See InstructionsThe organization is not a private foundation because it is (For lines 1 through 11, check only one box)

    1 1 A church, convention of churches, or association of churches described in section 170 ( b)(1)(A)(i).

    2 1 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E )

    3 1 A hospital or a cooperative hospital service organization described in section 170 ( b)(1)(A)(iii).

    4 1 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter thehospital's name, city, and state

    5 fl An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

    section 170 ( b)(1)(A)(iv ). (Complete Part II )

    6 fl A federal, state, or local government or governmental unit described in section 170 ( b)(1)(A)(v).

    7 F An organization that normally receives a substantial part of its support from a governmental unit or from the general publicdescribed insection 170 ( b)(1)(A)(vi ) (Complete Part II )

    8 fl A community trust described in section 170 ( b)(1)(A)(vi ) (Complete Part II )

    9 1 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross

    receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 331/3% of

    its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

    acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part III )

    10 fl An organization organized and operated exclusively to test for public safety Seesection 509(a)(4).

    11 fl An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes ofone or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Checkthe box that describes the type of supporting organization and complete lines 11e through 11h

    a fl Type I b fl Type II c fl Type III - Functionally integrated d fl Type III - Other

    e fl By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified personsother than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1 ) orsection 509(a)(2)

    f If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization,check this box F

    g Since August 17, 2006, has the organization accepted any gift or contribution from any of thefollowing persons?(i) a person who directly or indirectly controls, either alone or together with persons described in (ii) Yes No

    and (iii) below, the governing body of the the supported organization? 11g(i)

    (ii) a family member of a person described in (i) above? 11g(ii)

    (iii) a 35% controlled entity of a person described in (i) or (ii) above? 11g(iii)

    h Provide the following information about the supported organization(s)

    0)Name ofsupported

    organization

    (ii)EIN

    (iii)

    Type of

    organization

    (described on

    lines 1- 9 above

    or IRC section

    (see

    (iv)Is the

    organization incol (i) listed inyour governingdocument?

    ( v)Did you notify theorganization incol (i) of your

    support?

    (vi)Is the

    organization incol (i) organized

    in the U S ?

    viiAmount ofsupport

    instructions )) Yes No Yes No Yes No

    Total

    For Paperwork Reduction Act Notice, seethe Instructions for Form 990 Cat No 11285F Schedule A (Form 990 or 990-EZ) 2010

  • Schedule A (Form 990 or 990-EZ) 2010 Page 2

    Support Schedule for Organizations Described in Sections 170(b )( 1)(A)(iv) and 170(b)(1)(A)(vi)(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualifyunder Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

    Section A . Public SupportCalendar year ( or fiscal year beginning ( a) 2006 ( b) 2007 (c) 2008 ( d) 2009 (e) 2010 ( f) Total

    in)Ok-i Gifts, grants , contributions, and

    membership fees received (Do 28,317,433 26,726,120 50,438,949 28,470,125 24,734,705 158,687,332not include any "unusualgrants ")

    2 Tax revenues levied for theorganization ' s benefit and either 0 0 0 0 0paid to or expended on itsbehalf

    3 The value of services or facilitiesfurnished by a governmental unit 0 0 0 0 0to the organization withoutcharge

    4 Total . Add lines 1 through 3 28,317,433 26,726,120 50,438,949 28,470,125 24,734,705 158,687,332

    5 The portion of total contributionsby each person ( other than agovernmental unit or publiclysupported organization ) included 26 ,212,598

    on line 1 that exceeds 2% of theamount shown on line 11, column(f)

    6 Public Support . Subtract line 5 132,474,734from line 4

    Section B. Total SupportCalendar year (or fiscal year (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total

    beginning in) III

    7 Amounts from line 4 28,317,433 26,726,120 50,438,949 28,470,125 24,734,705 158,687,332

    8 Gross income from interest,dividends, payments receivedon securities loans, rents, 5,068,449 4,217,872 3,392,700 3,555,358 2,788,795 19,023,174

    royalties and income fromsimilar sources

    9 Net income from unrelatedbusiness activities, whether or 254,076 190,760 0 0 0 444,836not the business is regularlycarried on

    10 Other income Do not includegain or loss from the sale of 0 0 0 0 0 0capital assets (Explain in PartIV )

    11 Total support (Add lines 7 178,155, 342through 10)

    12 Gross receipts from related activities, etc (See instructions) 12 191,832,337

    13 First FiveYearslfthe Form 990 is for the organization's first, second, third, fourth, orfifth tax year as a 501(c)(3) organiz ation,check this box and stop here

    Section C. Com p utation of Public Support Percenta g e14 Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) 14 74 359

    15 Public Support Percentage for 2009 Schedule A, Part II, line 14 15 74 841 %

    16a 331 / 3%support test -2010 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this boxand stop here . The organization qualifies as a publicly supported organization llik^F

    b 33 1 / 3%support test -2009 . If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check thisbox and stop here . The organization qualifies as a publicly supported organization F-

    17a 10%-facts-and -circumstances test -2010 . If the organization did not check a box on line 13, 16a, or 16b and line 14is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here . Explainin Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly support edorganization llik^F-

    b 10%-facts-and-circumstances test -2009 . If the organization did not check a box on line 13, 16a, 16b, or 17a and line15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.Explain in Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publiclysupported organization F-

    18 Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and seeinstructions llik^F-

    Schedule A (Form 990 or 990-EZ) 2010

  • Schedule A (Form 990 or 990-EZ) 2010 Page 3

    IMMITM Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify underPart II. If the organization fails to qualify under the tests listed below, please complete Part II.)

    Section A . Public SupportCalendar year (or fiscal year beginning (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total

    in) llik^1 Gifts, grants, contributions, and

    membership fees received (Do notinclude any "unusual grants ")

    2 Gross receipts from admissions,merchandise sold or servicesperformed, or facilities furnished inany activity that is related to theorganization's tax-exemptpurpose

    3 Gross receipts from activities thatare not an unrelated trade orbusiness under section 513

    4 Tax revenues levied for theorganization's benefit and eitherpaid to or expended on itsbehalf

    5 The value of services or facilitiesfurnished by a governmental unit tothe organization without charge

    6 Total . Add lines 1 through 5

    7a Amounts included on lines 1, 2,and 3 received from disqualifiedpersons

    b Amounts included on lines 2 and 3received from other thandisqualified persons that exceedthe greater of$5,000 or 1% of theamount on line 13 for the year

    c Add lines 7a and 7b

    8 Public Support (Subtract line 7cfrom line 6 )

    Section B. Total SupportCalendar year (or fiscal year beginning (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total

    in)

    9 Amounts from line 6

    10a Gross income from interest,dividends, payments received onsecurities loans, rents, royaltiesand income from similarsources

    b Unrelated business taxableincome (less section 511 taxes)from businesses acquired afterJune 30, 1975

    c Add lines 10a and 10b

    11 Net income from unrelatedbusiness activities not includedin line 10b, whether or not thebusiness is regularly carried on

    12 Other income Do not includegain or loss from the sale ofcapital assets (Explain in PartIV )

    13 Total support (Add lines 9, 10c,11 and 12)

    14 First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section501(c)(3) organization,check this box and stop here

    Section C. Com p utation of Public Support Percenta g e15 Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) 15

    16 Public support percentage from 2009 Schedule A, Part III, line 15 16

    Section D . Computation of Investment Income Percentage

    17 Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) 17

    18 Investment income percentage from 2009 Schedule A, Part III, line 17 18

    19a 33 1/3%support tests-2010 . If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is notmore than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supportedorganization

    b 33 1 / 3% support tests-2009 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization

    20 Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions

    Schedule A (Form 990 or 990-EZ) 2010

  • Schedule A (Form 990 or 990-EZ) 2010 Page 4

    Supplemental Information . Supplemental Information. Complete this part to provide the explanationsrequired by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for anyadditional information. (See instructions).

    Schedule A (Form 990 or 990-EZ) 2010

  • Additional Data

    Software ID : 10000077

    Software Version: v1.00

    EIN: 04 -2103550

    Name : BOSTON SYMPHONY ORCHESTRA INC

    Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, HighestCompensated Employees, and Independent Contractors

    (A) (B) (C) (D) ( E) (F)Name and Title Average Position (check all Reportable Reportable Estimated

    hours that apply) compensation compensation amount of otherper ,D = from the from related compensationweek 3uo organization (W- organizations from the

    0 art 2/1099-MISC) (W- 2/1099- organization and- - - -n MISC) relatedc

    _° °- organizations

    m 4 q,m

    {j ^ J

    m

    William F Achtmeyer 2 X 0 0 0Trustee

    George D Behrakis2 X 0 0 0

    Trustee

    Alan Bressler 2 X 0 0 0Trustee

    Jan Brett2 X 0 0 0

    Trustee

    Samuel B Bruskin 2 X 0 0 0Trustee

    Paul ButtenwieserVice-Chairman

    2 X 0 0 0

    Eric D Collins 2 X 0 0 0Trustee

    Diddy CullinaneVice-Chairman

    2 X 0 0 0

    Cynthia Curme 2 X 0 0 0Trustee

    Alan J Dworsky2 X 0 0 0

    Trustee

    William R Elfers 2 X 0 0 0Trustee

    Nancy J Fitzpatrick2 X 0 0 0

    Trustee

    Michael Gordon 2 X 0 0 0Trustee

    Brent L Henry2 X 0 0 0

    Trustee

    Charles H Jenkins Jr 2 X 0 0 0Trustee

    Stephen KayCo-Chairman

    2 X 0 0 0

    Edmund Kelly 2 X 0 0 0Chairman Elect

    Joyce G Linde2 X 0 0 0

    Trustee

    John M Loder 2 X 0 0 0Trustee

    Carmine A Martignetti2 X 0 0 0

    Trustee

    Robert J Mayer MD 2 X 0 0 0Trustee

    Nathan R Miller2 X 0 0 0

    Trustee

    Richard P Morse 2 X 0 0 0Trustee

    Robert P O'BlockCo-Chairman

    2 X 0 0 0

    Vincent M O'Reilly 2 X 0 0 0Treasurer

  • Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, HighestCompensated Employees, and Independent Contractors

    (A) (B) (C) (D) ( E) (F)Name and Title Average Position (check all Reportable Reportable Estimated

    hours that apply) compensation compensation amount of otherper ,o = from the from related compensationweek = Z organization (W- organizations from the

    4 2/1099-MISC) (W- 2/1099- organization and

    (D C,o -n MISC) relatedL

    c c o ° 0 °- organizations_ _

    4 m

    m

    Susan W Paine2 X 0 0 0

    Trustee

    Carol Reich 2 X 0 0 0Trustee

    Edward I RudmanTrustee

    2 X 0 0 0

    Arthur I Segel 2 X 0 0 0Trustee

    Roger T Servison2 X 0 0 0

    Vice-Chairman

    Thomas G Sternberg 2 X 0 0 0Trustee

    Theresa M StoneTrustee

    2 X 0 0 0

    Caroline Taylor 2 X 0 0 0Trustee

    Stephen R WeberVice Chairman

    2 X 0 0 0

    Stephen R Weiner 2 X 0 0 0Trustee

    Robert C WintersTrustee

    2 X 0 0 0

    Mark Volpe40 X 526,429 0 61,085

    Managing Director

    Thomas D May

    Chief Financial Officer40 X 216,644 0 69,880

    Suzanne Page40 X 76,582 0 19,669

    Clerk of the Board

    Kim Noltemy

    Chief Mrktg & Communications Officer40 X 187,365 0 41,846

    Malcolm Lowe40 X 414,290 0 48,177

    Concertmaster

    Thomas C Rolfs Jr

    Principal Trumpet40 X 261,607 0 43,179

    John A Ferrillo Jr40 X 256,439 0 47,720

    Principal Oboe

    Steven Ansell

    Principal Viola40 X 246,617 0 50,315

    Toby Oft40 X 232,626 0 35,108

    Principal Trombone

  • Form 990, Part III - 4 Program Service Accomplishments (See the Instructions)

    4d. Other program services

    (Code ) (Expenses $ 542,461 including grants of$ ) (Revenue $ 434,940 )

    Electronic Media During FY '11, the BSO was featured in live local broadcasts of weekly Symphony Hall and Tanglewood Concerts on 99 5

    Classical New England (formerly WCRB, now a subsidiary of public radio station WGBH) 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'11, 15 percent of which were

    international This generated more than 48 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 118,000 subscribers, of which 112,000 (95 percent) are active Additionally, the BSO's Classical Companion series

    (successor to the Online Conservatory) and video podcasts offer interactive exploration of select BSO programs through the BSO Media

    Center, which is available at www bso org and also via download as an iPhone or iPad app More than 1 5 million people visited the Classical

    Companion during FY '11, more than 7 million people have visited the Classical Companion or its predecessor since FY '04

    (Code ) (Expenses $ 416,507 including grants of $ ) (Revenue $ 454,770

    Merchandise Sales The Boston Symphony operates retail shops at both Symphony Hall and Tanglewood These shops sell recordings of

    the BSO and other featured performers, books, music, posters and clothing and other items that serve to promote and disseminate the

    name and music of the Boston Symphony, Boston Pops and Tanglewood

  • l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493159003022

    SCHEDULE C Political Campaign and Lobbying ActivitiesOMB No 1545-0047

    (Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527 201 0

    Department of the Treasury 1- Complete if the organization is described below.

    Internal Revenue Service 1-Attach to Form 990 or Form 990-EZ. 1- See separate instructions. Open to Public

    If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 990-EZ , Part V, line 46 ( Political Campaign Activities),then• Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C• Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B• Section 527 organizations Complete Part I-A onlyIf the organization answered "Yes," to Form 990, Part IV , Line 4 , or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then• Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part II-B• Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part II-B Do not complete Part II-AIf the organization answered "Yes," to Form 990, Part IV , Line 5 ( Proxy Tax) or Form 990-EZ , Part V, line 35a ( Proxy Tax), then* Section 501(c)(4), (5), or (6) organizations Complete Part IIIName of the organization Employer identification numberBOSTON SYMPHONY ORCHESTRA INC

    04-2103550

    Complete if the organization is exempt under section 501(c) or is a section 527 organization.

    1 Provide a description of the organization's direct and indirect political campaign activities in Part IV

    2 Political expenditures - $

    3 Volunteer hours

    Complete if the organization is exempt under section 501 ( c)(3).

    1 Enter the amount of any excise tax incurred by the organization under section 4955 - $

    2 Enter the amount of any excise tax incurred by organization managers under section 4955 - $

    3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? fl Yes fl No

    4a Was a correction made? fl Yes fl No

    b If "Yes," describe in Part IV

    rMWINT-Complete if the organization is exempt under section 501 ( c) except section 501 ( c)(3).

    1 Enter the amount directly expended by the filing organization for section 527 exempt function activities - $

    2 Enter the amount of the filing organization's funds contributed to other organizations for section 527exempt funtion activities - $

    3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b - $

    4 Did the filing organization file Form 1120-POL for this year? fl Yes fl No

    5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filingorganization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter theamount of political contributions received that were promptly and directly delivered to a separate political organization, such as aseparate segregated fund or a political action committee (PAC) If additional space is needed, provide information in Part IV

    (a) Name (b) Address (c) EIN (d ) Amount paid fromfiling organization's

    funds If none, enter -0-

    (e) Amount of politicalcontributions received

    and promptly anddirectly delivered to a

    separate politicalorganization If none,

    enter -0-

    For Paperwork Reduction Act notice, see the instructions for Form 990 or 990 -EZ. Cat No 50084S Schedule C (Form 990 or 990-EZ) 2010

  • Schedule C (Form 990 or 990-EZ) 2010 Page 2

    Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (electionunder section 501(h)).

    A Check 1 if the filing organization belongs to an affiliated groupB Check 1 if the filing organization checked box A and "limited control" provisions apply

    Limits on Lobbying Expenditures(a) Filing (b) Affiliated

    (The term "expenditures" means amounts paid or incurred .)O rganization's Group

    Totals Totals

    la Total lobbying expenditures to influence public opinion (grass roots lobbying)

    b Total lobbying expenditures to influence a legislative body (direct lobbying)

    c Total lobbying expenditures (add lines la and 1b)

    d Other exempt purpose expenditures

    e Total exempt purpose expenditures (add lines 1c and 1d)

    f Lobbying nontaxable amount Enter the amount from the following table in bothcolumns

    If the amount on line le, column ( a) or (b) is:

    Not over $500,000

    The lobbying nontaxable amount is:

    20% of the amount on line le

    Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000

    Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000

    Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000

    Over $17,000,000 $1,000,000

    g Grassroots nontaxable amount (enter 25% of line 1f)

    h Subtract line 1g from line la If zero or less, enter-0-

    i Subtract line 1f from line 1c If zero or less, enter-0-

    i If there is an amount other than zero on either line 1h or line 11, did the organization file Form 4720 reportingsection 4911 tax for this year? Yes No

    4-Year Averaging Period Under Section 501(h)

    (Some organizations that made a section 501(h) election do not have to complete all of the fivecolumns below. See the instructions for lines 2a through 2f on page 4.)

    Lobbying Expenditures During 4-Year Averaging Period

    Calendar year ( orfiscaI yearbeginning in)

    (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total

    2a Lobbying non-taxable amount

    b Lobbying ceiling amount150% of line 2a column e

    c Total lobbying expenditures

    d Grassroots non-taxable amount

    e Grassroots ceiling amount(150% of line 2d, column (e))

    f Grassroots lobbying expenditures

    Schedule C (Form 990 or 990-EZ) 2010

  • Schedule C (Form 990 or 990-EZ) 2010 Page 3

    Complete if the organization is exempt under section 501 ( c)(3) and has NOT filed Form 5768( election under section 501 ( h )) .

    (a) (b)

    Yes No Amount

    1 During the year, did the filing organization attempt to influence foreign, national, state or locallegislation, including any attempt to influence public opinion on a legislative matter or referendum,through the use of

    a Volunteers? No

    b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Yes

    c Media advertisements? No

    d Mailings to members, legislators, or the public? No

    e Publications, or published or broadcast statements? No

    f Grants to other organizations for lobbying purposes? No

    g Direct contact with legislators, their staffs, government officials, or a legislative body? Yes 35,614

    h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? No

    i Other activities? If "Yes," describe in Part IV No

    j Total lines 1c through 11 35,614

    2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? No

    b If "Yes," enter the amount of any tax incurred under section 4912

    c If "Yes," enter the amount of any tax incurred by organization managers under section 4912

    d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?

    Complete if the organization is exempt under section 501 ( c)(4), section 501(c )( 5), or section501 ( c )( 6 ) .

    Yes No

    1 Were substantially all (90% or more) dues received nondeductible by members? 1

    2 Did the organization make only in-house lobbying expenditures of $2,000 or less? 2

    3 Did the organization agree to carryover lobbying and political expenditures from the prior year? 3

    Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

    501(c)(6) if BOTH Part 111-A , lines 1 and 2 are answered "No" OR if Part III - A, line 3 isanswered "Yes".

    1 Dues, assessments and similar amounts from members 1

    2 Section 162(e) non-deductible lobbying and political expenditures ( do not include amounts of politicalexpenses for which the section 527(f) tax was paid).

    a Current year 2a

    b Carryover from last year 2b

    c Total 2c

    3 Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues 3

    4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excessdoes the organization agree to carryover to the reasonable estimate of nondeductible lobbying andpolitical expenditure next year? 4

    5 Taxable amount of lobbying and political expenditures (see instructions) 5

    Su lementalInformation

    Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, and Part II-B, line 1iAlso , com p lete this p art for any additional information

    Identifier Return Reference Explanation

    SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 The lobbying activities of the BSO address issues such as statefunding and proposed legislation related to historic preservation,tourism, transportation, infrastructure, and education all in thecontext of the arts and not-for-profit organizations A smallallocation of the salary of one employee who engages in lobbyingactivities on the issues noted above is included in the amountreported Also, the fee from one consulting firm that has beenretained to provide government relations consulting services onthe issues noted above i s included i n the amount reported O nAugust 2, 2011, the BSO hosted its biennial State Legislators'Day at Tanglewood, which included remarks by BSO leaders andan informal breakfast on the Tanglewood grounds The dayconcluded wi


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