Civic Intelligence

Saint Louis Symphony Endowment Trust

990 • Fiscal year 2019 • EIN 43-6863846

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 13, 2020

718 N Grand BlvdSaint Louis, MO 63103

(314) 533-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

4th percentile

0.01x

Higher debt load relative to revenue than 4% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

17th percentile

-2.2%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

26%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Assets

Down

$218,108,915

Down $4,811,438 (-2.2%) from 2018

Net Assets

Down

$217,919,752

Down $4,786,809 (-2.1%) from 2018

Liabilities

Down

$189,163

Down $24,629 (-12%) from 2018

Revenue

Up

$20,150,941

Up $4,146,387 (+26%) from 2018

Expenses

Down

$10,237,263

Down $179,015 (-1.7%) from 2018

Net Income

Up

$9,913,678

Up $4,325,402 (+77%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $114,801,071Liabilities 2010: $199,479Net Assets 2010: $114,601,5922010Assets 2011: $124,823,980Liabilities 2011: $215,341Net Assets 2011: $124,608,6392011Assets 2012: $128,103,677Liabilities 2012: $229,736Net Assets 2012: $127,873,9412012Assets 2013: $146,048,604Liabilities 2013: $268,710Net Assets 2013: $145,779,8942013Assets 2014: $166,614,968Liabilities 2014: $257,604Net Assets 2014: $166,357,3642014Assets 2015: $164,567,690Liabilities 2015: $252,575Net Assets 2015: $164,315,1152015Assets 2016: $170,463,819Liabilities 2016: $256,466Net Assets 2016: $170,207,3532016Assets 2017: $211,525,976Liabilities 2017: $226,451Net Assets 2017: $211,299,5252017Assets 2018: $222,920,353Liabilities 2018: $213,792Net Assets 2018: $222,706,5612018Assets 2019: $218,108,915Liabilities 2019: $189,163Net Assets 2019: $217,919,7522019Assets 2021: $280,111,729Liabilities 2021: $337,455Net Assets 2021: $279,774,2742021Assets 2022: $239,611,926Liabilities 2022: $487,561Net Assets 2022: $239,124,3652022Assets 2023: $237,733,982Liabilities 2023: $598,796Net Assets 2023: $237,135,1862023Assets 2024: $260,700,465Liabilities 2024: $216,923Net Assets 2024: $260,483,5422024

Highlighted filing

2019

Assets$218,108,915
Liabilities$189,163
Net Assets$217,919,752

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20M-$40MExpenses 2010: $6,357,0822010Expenses 2011: $6,107,5732011Expenses 2012: $6,101,2702012Expenses 2013: $6,680,6752013Revenue 2014: $8,164,287Expenses 2014: $7,373,416Net Income 2014: $790,8712014Revenue 2015: $8,485,792Expenses 2015: $7,843,291Net Income 2015: $642,5012015Revenue 2016: $4,519,099Expenses 2016: $8,549,463Net Income 2016: -$4,030,3642016Revenue 2017: $6,632,224Expenses 2017: $9,495,395Net Income 2017: -$2,863,1712017Revenue 2018: $16,004,554Expenses 2018: $10,416,278Net Income 2018: $5,588,2762018Revenue 2019: $20,150,941Expenses 2019: $10,237,263Net Income 2019: $9,913,6782019Revenue 2021: $18,922,089Expenses 2021: $10,829,001Net Income 2021: $8,093,0882021Revenue 2022: $8,894,555Expenses 2022: $10,940,581Net Income 2022: -$2,046,0262022Revenue 2023: $4,336,824Expenses 2023: $17,680,361Net Income 2023: -$13,343,5372023Revenue 2024: -$26,730,340Expenses 2024: $11,644,335Net Income 2024: -$38,374,6752024

Highlighted filing

2019

Revenue$20,150,941
Expenses$10,237,263
Net Income$9,913,678
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$182,936,080
Mission and Program Overview

Mission

Support the St Louis Symphony.

To support the st louis symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$190,384,072$187,359,708▼ $3,024,364
Investments Other Securities$28,716,736$27,630,169▼ $1,086,567
Cash and Non-Interest-Bearing Accounts$3,799,545$3,119,038▼ $680,507
Accounts Receivable$20,000--
Total Assets$222,920,353$218,108,915▼ $4,811,438
Liabilities
Other Liabilities$213,792$189,163▼ $24,629
Total Liabilities$213,792$189,163▼ $24,629
Net Assets / Fund Balance
Permanently Rstr Net Assets$164,828,656$164,995,670▲ $167,014
Temporarily Rstr Net Assets$37,904,648$33,401,246▼ $4,503,402
Unrestricted Net Assets$19,973,257$19,522,836▼ $450,421
Total Net Assets Fund Balance$222,706,561$217,919,752▼ $4,786,809
Total Liabilities and Net Assets / Fund Balance$222,920,353$218,108,915▼ $4,811,438

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$47,384--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$222,357,255$167,016▲ $5,059,046$10,000,000$217,562,140
2017$210,949,830$5,376,023▲ $15,887,538$9,835,000$222,357,255
2016$169,866,089$30,774,204▲ $19,298,673$8,968,000$210,949,830
2015$163,970,032$3,452,124▲ $10,640,039$8,175,000$169,866,089
2014$166,024,532$12,385,148▼ $6,977,674$7,441,000$163,970,032
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$167,016
Program Service Revenue
$0
Investment Income
$19,983,925
Other Revenue
$0
Change in Net Assets
$9,913,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,934,855
Revenue Not Reported on Financial Statements
$216,086
Revenue Not Reported on Form 990
$-24,721,664
Total Revenue per Audited Statements
$-4,786,809
Total Revenue per Form 990
$20,150,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000,000
Other Expenses$237,263
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000,000--$10,000,000
Fees for Service Investment Mgmnt Fees-$216,086-$216,086
Insurance-$21,177-$21,177
Total Functional Expenses$10,000,000$237,263$0$10,237,263

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$10,237,263
Total Expenses per Form 990$10,237,263
Other Expense Adjustments$10,021,177
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Louis Symphony OrchestraSaint Louis, MO501(c)(3)Support the Operations of the Saint Louis Symphony Orchestra$10,000,000

International Summary

Offices
0
Employees
0
Spending
$2,303,730

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$2,303,730
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuity Obligation$189,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Business relationship: kimberly walker and j-j carnal

Form 990, Part VI, Section A, Line 7A

The saint louis symphony orchestra (a related organization) selects four of the seven members of the organization's board of trustees.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm after performing an audit of the consolidated financial statements of the saint louis symphony orchestra and the saint louis symphony endowment trust. Additional supporting information is provided by the saint louis symphony orchestra's controller and assistant controller. The drafted form 990 is reviewed by the saint louis symphony orchestra's chief financial officer. The drafted form 990 is reviewed and approved by the audit & finance committee of the saint louis symphony orchestra's board of trustees. An electronic copy of the form 990 is sent to the trustrees of the saint louis symphony endowment trust for their review. All of the activities noted above are completed prior to the filing of the organization's form 990 with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization is subject to the policies of the saint louis symphony orchestra (a related organization), including a written conflict of interest policy, a whistle blower policy, and a document retention/destruction policy. The conflict of interest policy is monitored via an annual distribution of the written policy and disclosure forms to all trustees, officers, and key employees. The disclosure form is returned to identify and monitor potential conflicts of interest for further handling in accordance with the written policy.

Form 990, Part VI, Section C, Line 19

The organization's form 990 is available upon request to the person identified in form 990, part vi, line 20. The organization's governing documents, conflict of interest policy, and financial statements are available upon request to the person identified in form 990, part vi, line 20.

Filing and Contact Details

Filer

Filer Name
Saint Louis Symphony Endowment Trust
EIN
43-6863846
Phone
3145332500
Address
718 N GRAND BLVD, SAINT LOUIS, MO 63103

Signing Officer

Name
Steven Rosenzweig
Title
CFO-st Louis Symphony Orchestr
Phone
3145332500
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Walker
Formed
2001
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
James R Ritts
Phone
3142903300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The saint louis symphony endowment trust was established to manage and administer the endowment assets of the saint louis symphony orchestra and to provide it with periodic distributions to support its operations of providing orchestral concerts.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Grant funding to the saint louis symphony orchestra -10,000,000. Insurance expense included in revenue -21,177.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Insurance expense included in revenue on financial statements 21,177. Grant funding to the saint louis symphony orchestra 10,000,000.

Raw XML AppendixShowing 400 of 508 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0430666769
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010000000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT LOUIS SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt010000000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08840
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt021177
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0222357255
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0167016
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0217562140
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05059046
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021136
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0210949830
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05376023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0222357255
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015887538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09835000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt021136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0169866089
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt030774204
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0210949830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019298673
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08968000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0163970032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03452124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0169866089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010640039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt08175000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0166024532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012385148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0163970032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6977674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07441000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010237263
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0216086
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0216086
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-14700487
IRS990ScheduleD/OtherExpensesNotIncludedAmt010021177
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0189163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY OBLIGATION
IRS990ScheduleD/OtherRevenueAmt0-10021177
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011933483
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1210134
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215439168
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt347384
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ASSET INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3INTERNATIONAL MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.75810
IRS990ScheduleD/RevenueNotReportedAmt0-24721664
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0216086
IRS990ScheduleD/RevenueSubtotalAmt019934855
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SAINT LOUIS SYMPHONY ENDOWMENT TRUST WAS ESTABLISHED TO MANAGE AND ADMINISTER THE ENDOWMENT ASSETS OF THE SAINT LOUIS SYMPHONY ORCHESTRA AND TO PROVIDE IT WITH PERIODIC DISTRIBUTIONS TO SUPPORT ITS OPERATIONS OF PROVIDING ORCHESTRAL CONCERTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GRANT FUNDING TO THE SAINT LOUIS SYMPHONY ORCHESTRA -10,000,000. INSURANCE EXPENSE INCLUDED IN REVENUE -21,177.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INSURANCE EXPENSE INCLUDED IN REVENUE ON FINANCIAL STATEMENTS 21,177. GRANT FUNDING TO THE SAINT LOUIS SYMPHONY ORCHESTRA 10,000,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt027630169
IRS990ScheduleD/TotalExpensesPerForm990Amt010237263
IRS990ScheduleD/TotalLiabilityAmt0189163
IRS990ScheduleD/TotalRevenuePerForm990Amt020150941
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-4786809
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt02303730
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt02303730
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt02303730
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE OPERATIONS OF THE SAINT LOUIS SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT LOUIS SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0430666769
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0718 N GRAND BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAINT LOUIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd063103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SAINT LOUIS SYMPHONY ENDOWMENT TRUST WAS ESTABLISHED TO MANAGE AND ADMINISTER THE ENDOWMENT ASSETS OF THE SAINT LOUIS SYMPHONY ORCHESTRA AND TO PROVIDE IT WITH PERIODIC DISTRIBUTIONS TO SUPPORT ITS OPERATIONS IN THE UNITED STATES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS RELATIONSHIP: KIMBERLY WALKER AND J-J CARNAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SAINT LOUIS SYMPHONY ORCHESTRA (A RELATED ORGANIZATION) SELECTS FOUR OF THE SEVEN MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AFTER PERFORMING AN AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SAINT LOUIS SYMPHONY ORCHESTRA AND THE SAINT LOUIS SYMPHONY ENDOWMENT TRUST. ADDITIONAL SUPPORTING INFORMATION IS PROVIDED BY THE SAINT LOUIS SYMPHONY ORCHESTRA'S CONTROLLER AND ASSISTANT CONTROLLER. THE DRAFTED FORM 990 IS REVIEWED BY THE SAINT LOUIS SYMPHONY ORCHESTRA'S CHIEF FINANCIAL OFFICER. THE DRAFTED FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT & FINANCE COMMITTEE OF THE SAINT LOUIS SYMPHONY ORCHESTRA'S BOARD OF TRUSTEES. AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO THE TRUSTREES OF THE SAINT LOUIS SYMPHONY ENDOWMENT TRUST FOR THEIR REVIEW. ALL OF THE ACTIVITIES NOTED ABOVE ARE COMPLETED PRIOR TO THE FILING OF THE ORGANIZATION'S FORM 990 WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS SUBJECT TO THE POLICIES OF THE SAINT LOUIS SYMPHONY ORCHESTRA (A RELATED ORGANIZATION), INCLUDING A WRITTEN CONFLICT OF INTEREST POLICY, A WHISTLE BLOWER POLICY, AND A DOCUMENT RETENTION/DESTRUCTION POLICY. THE CONFLICT OF INTEREST POLICY IS MONITORED VIA AN ANNUAL DISTRIBUTION OF THE WRITTEN POLICY AND DISCLOSURE FORMS TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE DISCLOSURE FORM IS RETURNED TO IDENTIFY AND MONITOR POTENTIAL CONFLICTS OF INTEREST FOR FURTHER HANDLING IN ACCORDANCE WITH THE WRITTEN POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST TO THE PERSON IDENTIFIED IN FORM 990, PART VI, LINE 20. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PERSON IDENTIFIED IN FORM 990, PART VI, LINE 20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SLSO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAINT LOUIS SYMPHONY ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SAINT LOUIS SYMPHONY RECORDING COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0430666769
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1431792634
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORCHESTRAL MUSIC PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SYMPHONY RECORDINGS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0718 N GRAND BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1718 N GRAND BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAINT LOUIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAINT LOUIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd163103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$261$0.22$260$26.7$11.6$38.4
2023Detailed filing. Detailed filing data is available for this year.$238$0.60$237$4.34$17.7$13.3
2022Detailed filing. Detailed filing data is available for this year.$240$0.49$239$8.89$10.9$2.05
2021Detailed filing. Detailed filing data is available for this year.$280$0.34$280$18.9$10.8$8.09
2019Detailed filing. Detailed filing data is available for this year.$218$0.19$218$20.2$10.2$9.91
2018Detailed filing. Detailed filing data is available for this year.$223$0.21$223$16.0$10.4$5.59
2017Detailed filing. Detailed filing data is available for this year.$212$0.23$211$6.63$9.50$2.86
2016Detailed filing. Detailed filing data is available for this year.$170$0.26$170$4.52$8.55$4.03
2015Detailed filing. Detailed filing data is available for this year.$165$0.25$164$8.49$7.84$0.64
2014Detailed filing. Detailed filing data is available for this year.$167$0.26$166$8.16$7.37$0.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$0.27$146$6.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$0.23$128$6.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$125$0.22$125$6.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.20$115$6.36