Civic Intelligence

Seattle Symphony Foundation

990 • Fiscal year 2016 • EIN 91-1351925

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 13, 2017

Organization ProfileWWW.SEATTLESYMPHONY.ORG
PO Box 21906Seattle, WA 98111-3906

(206) 215-4700

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.08x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

91st percentile

43%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$35,162,474

Up $1,543,206 (+4.6%) from 2015

Net Assets

Up

$34,852,487

Up $1,543,521 (+4.6%) from 2015

Liabilities

Down

$309,987

Down $315 (-0.1%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Down

$3,716,127

Down $4,081,373 (-52%) from 2015

Expenses

Down

$2,101,392

Down $98,030 (-4.5%) from 2015

Net Income

Down

$1,614,735

Down $3,983,343 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60M$40M$20M$0Assets 2010: $24,450,501Liabilities 2010: $280,042Net Assets 2010: $24,170,4592010Assets 2011: $26,064,288Liabilities 2011: $223,585Net Assets 2011: $25,840,7032011Assets 2012: $25,867,247Liabilities 2012: $244,050Net Assets 2012: $25,623,1972012Assets 2013: $26,316,488Liabilities 2013: $327,692Net Assets 2013: $25,988,7962013Assets 2014: $32,513,000Liabilities 2014: $190,941Net Assets 2014: $32,322,0592014Assets 2015: $33,619,268Liabilities 2015: $310,302Net Assets 2015: $33,308,9662015Assets 2016: $35,162,474Liabilities 2016: $309,987Net Assets 2016: $34,852,4872016Assets 2017: $36,046,080Liabilities 2017: $298,875Net Assets 2017: $35,747,2052017Assets 2018: $36,767,447Liabilities 2018: $239,972Net Assets 2018: $36,527,4752018Assets 2019: $35,808,304Liabilities 2019: $191,795Net Assets 2019: $35,616,5092019Assets 2020: $39,712,910Liabilities 2020: $171,492Net Assets 2020: $39,541,4182020Assets 2021: $45,740,973Liabilities 2021: $182,183Net Assets 2021: $45,558,7902021Assets 2022: $41,683,868Liabilities 2022: $179,027Net Assets 2022: $41,504,8412022Assets 2023: $43,445,293Liabilities 2023: $173,874Net Assets 2023: $43,271,4192023Assets 2024: $49,172,703Liabilities 2024: $170,099Net Assets 2024: $49,002,6042024

Highlighted filing

2016

Assets$35,162,474
Liabilities$309,987
Net Assets$34,852,487
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,675,6022010Expenses 2011: $730,5472011Expenses 2012: $2,529,9952012Expenses 2013: $2,256,5932013Revenue 2014: $6,775,117Expenses 2014: $2,154,509Net Income 2014: $4,620,6082014Revenue 2015: $7,797,500Expenses 2015: $2,199,422Net Income 2015: $5,598,0782015Revenue 2016: $3,716,127Expenses 2016: $2,101,392Net Income 2016: $1,614,7352016Revenue 2017: $975,868Expenses 2017: $2,164,616Net Income 2017: -$1,188,7482017Revenue 2018: $921,273Expenses 2018: $2,289,751Net Income 2018: -$1,368,4782018Revenue 2019: $1,333,307Expenses 2019: $2,356,433Net Income 2019: -$1,023,1262019Revenue 2020: $2,977,491Expenses 2020: $1,864,450Net Income 2020: $1,113,0412020Revenue 2021: $2,180,352Expenses 2021: $1,759,673Net Income 2021: $420,6792021Revenue 2022: $3,508,429Expenses 2022: $1,837,747Net Income 2022: $1,670,6822022Revenue 2023: $7,550,149Expenses 2023: $1,982,229Net Income 2023: $5,567,9202023Revenue 2024: $4,890,345Expenses 2024: $2,098,132Net Income 2024: $2,792,2132024

Highlighted filing

2016

Revenue$3,716,127
Expenses$2,101,392
Net Income$1,614,735
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 13, 2017
Return Version
2015v3.0
Gross Receipts
$4,038,074
Mission and Program Overview

Mission

The primary purpose of the seattle symphony foundation is to aid and support the seattle symphony orchestra and benaroya hall music center endowments.

To aid and support the seattle symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,060,069$22,252,590▲ $1,192,521
Pledges and Grants Receivable$5,553,647$6,670,496▲ $1,116,849
Other Notes and Loans Receivable, Net$3,440,000$3,080,000▼ $360,000
Cash and Non-Interest-Bearing Accounts$1,549,272$1,670,181▲ $120,909
Savings and Temporary Cash Investments$512,209$93,916▼ $418,293
Total Assets$33,619,268$35,162,474▲ $1,543,206
Other Assets Total$1,504,071$1,395,291▼ $108,780
Liabilities
Other Liabilities$182,693$174,670▼ $8,023
Accounts Payable and Accrued Expenses$127,609$135,317▲ $7,708
Total Liabilities$310,302$309,987▼ $315
Net Assets / Fund Balance
Permanently Rstr Net Assets$27,265,598$28,995,999▲ $1,730,401
Unrestricted Net Assets$5,535,312$5,376,599▼ $158,713
Temporarily Rstr Net Assets$508,056$479,889▼ $28,167
Total Net Assets Fund Balance$33,308,966$34,852,487▲ $1,543,521
Total Liabilities and Net Assets / Fund Balance$33,619,268$35,162,474▲ $1,543,206

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$26,215,342$285▲ $1,897,287-$26,071,522
2014$28,155,564$285▲ $198,915-$26,215,342
2013$25,154,752$975,645▲ $4,119,676-$28,155,564
2012$25,324,926$58,046▲ $2,530,019$561,646$25,154,752
2011$25,300,209$116,581▲ $2,160,329-$25,107,124
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jean-francois HeitzPresident
Kathleen WrightVice President
Maureen Campbell MelvilleVice President & CFO
Brian GrantDirector
David TanDirector
J Pierre LoebelDirector
James BiancoDirector
Laurel NesholmDirector
Muriel Van HousenDirector
Rick WhiteDirector
Michael SlonskiSecretary
Marco AbbruzzeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,794,071
Program Service Revenue
$0
Investment Income
$922,056
Other Revenue
$0
All Other Contributions
$2,793,910
Change in Net Assets
$1,614,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,716,127
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,557,129
Total Revenue per Audited Statements
$2,158,998
Total Revenue per Form 990
$3,716,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,485,915
Total Fundraising Expense$475,952
Professional Fundraising Fees$233,475
Other Expenses$194,113
Salaries, Compensation, and Employee Benefits$187,889

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,485,915--$1,485,915
Fees for Services Professional Fundraising--$233,475$233,475
Other Salaries and Wages--$187,889$187,889
Fees for Services Management-$100,000-$100,000
Fees for Services Accounting-$31,898-$31,898
Fees for Services Other-$7,103-$7,103
Office Expenses-$394-$394
Other Expenses-$110$11,542$110
Total Functional Expenses$1,485,915$139,525$475,952$2,101,392

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,101,392
Expenses Not Reported on Financial Statements$1,485,915
Other Expense Adjustments$1,485,915
Expenses per Audited Statements$615,477
Total Expenses per Audited Statements$615,477
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Symphony OrchestraSeattle, WA501(c)(3)General Support$1,485,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$233,475
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 Payable$174,670
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

“Jean-francois heitz, marco abbruzzese, brian grant, james bianco, laurel nesholm, michael slonksi, and maureen campbell melville have a business relationship.”

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

“The bylaws allow for the seattle symphony orchestra, the supported organization, to select six board members for the seattle symphony foundation.”

Form 990, Part VI, Section B, Line 11

“Prior to filing, the controller and the vice president & cfo conduct a detailed review of form 990 and related schedules. The board president and audit committee also review the report prior to filing. A public disclosure copy of the return is available to all board members at the seattle symphony foundation's offices.”

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

“The interested persons covered under the conflict of interest policy include directors of the seattle symphony foundation. After a potential conflict of interest is identified, a disinterested person or committee investigates the potential conflict and determines if any alternative solutions are available. If a more advantageous transaction is available that does not give rise to a conflict of interest, that alternative is preferred. If an alternative is not available, the issue is discussed with the board of directors. The board shall determine by a majority vote of the disinterested board members whether the transaction is in the best interest of the foundation and for its own benefit.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

FORM 990, PART VI, SECTION B, LINES 13-14;

“The foundation follows the policies and procedures of the seattle symphony orchestra regarding whistleblower policy and document retention and destruction. These policies and procedures are in place primarily due to 1) a majority of the foundation directors are also directors of the symphony, and 2) management services for the foundation are provided by symphony staff.”

Filing and Contact Details

Filer

Filer Name
Seattle Symphony Foundation
EIN
91-1351925
Phone
2062154700
Address
PO BOX 21906, SEATTLE, WA 98111-3906

Signing Officer

Name
Maureen Campbell Melville
Title
Vice President & CFO
Phone
2062154700
Signed
2017-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean-francois Heitz
Formed
1986
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
15

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Sara Elizabeth J Hyre
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“There were 11 volunteer board members and 4 volunteers serving on the investment advisory committee during the year.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements 30,947. Adjustment for present value discount -1,158,901.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's articles of incorporation provide that up to 7.5% of the 36 month rolling average of the endowment value be distributed annually to the seattle symphony orchestra to support its operations.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements 30,947. Transfers for symphony operations -1,485,915. Adjustment for present value discount -1,158,901.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Transfers for symphony operations 1,485,915.”

Raw XML AppendixShowing 400 of 610 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT & CFO
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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0662127
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0662127
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021060069
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022252590
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0321947
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE SEATTLE SYMPHONY FOUNDATION IS TO AID AND SUPPORT THE SEATTLE SYMPHONY ORCHESTRA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033308966
IRS990/NetAssetsOrFundBalancesEOYAmt034852487
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0259929
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0259929
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01056740
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0394
IRS990/OfficeExpensesGrp/TotalAmt0394
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01504071
IRS990/OtherAssetsTotalGrp/EOYAmt01395291
IRS990/OtherChangesInNetAssetsAmt0-1127954
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1FOOD & BEVERAGE
IRS990/OtherExpensesGrp/Desc2RECRUITING
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt023189
IRS990/OtherExpensesGrp/FundraisingAmt119857
IRS990/OtherExpensesGrp/FundraisingAmt211542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1110
IRS990/OtherExpensesGrp/TotalAmt023189
IRS990/OtherExpensesGrp/TotalAmt119877
IRS990/OtherExpensesGrp/TotalAmt211542
IRS990/OtherExpensesGrp/TotalAmt3110
IRS990/OtherLiabilitiesGrp/BOYAmt0182693
IRS990/OtherLiabilitiesGrp/EOYAmt0174670
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0187889
IRS990/OtherSalariesAndWagesGrp/TotalAmt0187889
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03440000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03080000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt027265598
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt028995999
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05553647
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06670496
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEAN-FRANCOIS HEITZ
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07125716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01700285
IRS990/PYInvestmentIncomeAmt0671784
IRS990/PYOtherExpensesAmt0175079
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05598078
IRS990/PYSalariesCompEmpBnftPaidAmt0258977
IRS990/PYTotalExpensesAmt02199422
IRS990/PYTotalProfFndrsngExpnsAmt065081
IRS990/PYTotalRevenueAmt07797500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01614735
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0512209
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093916
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AMOUNT OF SUPPORT PAID: GRANTS PAID TO SEATTLE SYMPHONY ORCHESTRA: 1,485,915 EXPENSES PAID ON BEHALF OF SEATTLE SYMPHONY ORCHESTRA: 615,477 TOTAL: 2,101,392
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11G, COLUMN (V);
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910667412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02101392
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SEATTLE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02101392
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/BoardDesignatedBalanceEOYPct00.20620
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0615477
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026215342
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0285
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026071522
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01425915
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01897287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0499137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028155564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026215342
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01640285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0473298
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025154752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0975645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028155564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01621211
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04119676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0339208
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025324926
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt058046
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025154752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01857385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02530019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0561646
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0137375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025300209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0116581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025107124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02332620
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02160329
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01485915
IRS990ScheduleD/ExpensesSubtotalAmt0615477
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01056740
IRS990ScheduleD/OtherExpensesNotIncludedAmt01485915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0174670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-2613869
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78910
IRS990ScheduleD/RevenueNotReportedAmt0-1557129
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03716127
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT UP TO 7.5% OF THE 36 MONTH ROLLING AVERAGE OF THE ENDOWMENT VALUE BE DISTRIBUTED ANNUALLY TO THE SEATTLE SYMPHONY ORCHESTRA TO SUPPORT ITS OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 30,947. TRANSFERS FOR SYMPHONY OPERATIONS -1,485,915. ADJUSTMENT FOR PRESENT VALUE DISCOUNT -1,158,901.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFERS FOR SYMPHONY OPERATIONS 1,485,915.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00460
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02101392
IRS990ScheduleD/TotalLiabilityAmt0174670
IRS990ScheduleD/TotalRevenuePerForm990Amt03716127
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02158998
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0615477
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1CAPITAL CAMPAIGN ANALYTICS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-208619
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-20616
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAMPBELL & CO
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1BLACKBAUD
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt0208619

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,162,474
Liabilities
$309,987
Net assets
$34,852,487
Revenue
$3,716,127
Expenses
$2,101,392
Net income
$1,614,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.2$0.17$49.0$4.89$2.10$2.79
2023Detailed filing. Detailed filing data is available for this year.$43.4$0.17$43.3$7.55$1.98$5.57
2022Detailed filing. Detailed filing data is available for this year.$41.7$0.18$41.5$3.51$1.84$1.67
2021Detailed filing. Detailed filing data is available for this year.$45.7$0.18$45.6$2.18$1.76$0.42
2020Detailed filing. Detailed filing data is available for this year.$39.7$0.17$39.5$2.98$1.86$1.11
2019Detailed filing. Detailed filing data is available for this year.$35.8$0.19$35.6$1.33$2.36$1.02
2018Detailed filing. Detailed filing data is available for this year.$36.8$0.24$36.5$0.92$2.29$1.37
2017Detailed filing. Detailed filing data is available for this year.$36.0$0.30$35.7$0.98$2.16$1.19
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.31$34.9$3.72$2.10$1.61
2015Detailed filing. Detailed filing data is available for this year.$33.6$0.31$33.3$7.80$2.20$5.60
2014Detailed filing. Detailed filing data is available for this year.$32.5$0.19$32.3$6.78$2.15$4.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.33$26.0$2.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.24$25.6$2.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.22$25.8$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.28$24.2$1.68