Civic Intelligence

Seattle Symphony Foundation

990 • Fiscal year 2017 • EIN 91-1351925

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 11, 2018

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.31x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

2nd percentile

-122%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

40th percentile

2.5%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-74%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$36,046,080

Up $883,606 (+2.5%) from 2016

Net Assets

Up

$35,747,205

Up $894,718 (+2.6%) from 2016

Liabilities

Down

$298,875

Down $11,112 (-3.6%) from 2016

Revenue

Down

$975,868

Down $2,740,259 (-74%) from 2016

Expenses

Up

$2,164,616

Up $63,224 (+3.0%) from 2016

Net Income

Down

-$1,188,748

Down $2,803,483 (-174%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$36,046,080
Liabilities$298,875
Net Assets$35,747,205

Operations Trend

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

2017

Revenue$975,868
Expenses$2,164,616
Net Income-$1,188,748
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 11, 2018
Return Version
2016v3.0
Gross Receipts
$975,868
Mission and Program Overview

Mission

The primary purpose of the seattle symphony foundation is to aid and support the seattle symphony orchestra.

To aid and support the seattle symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,252,590$21,531,310▼ $721,280
Pledges and Grants Receivable$6,670,496$7,168,400▲ $497,904
Other Notes and Loans Receivable, Net$3,080,000$3,080,000→ $0
Cash and Non-Interest-Bearing Accounts$1,670,181$1,569,883▼ $100,298
Savings and Temporary Cash Investments$93,916$1,422,862▲ $1,328,946
Accounts Receivable$0$2,089▲ $2,089
Total Assets$35,162,474$36,046,080▲ $883,606
Other Assets Total$1,395,291$1,271,536▼ $123,755
Liabilities
Other Liabilities$174,670$149,725▼ $24,945
Accounts Payable and Accrued Expenses$135,317$149,150▲ $13,833
Total Liabilities$309,987$298,875▼ $11,112
Net Assets / Fund Balance
Permanently Rstr Net Assets$28,995,999$29,662,635▲ $666,636
Unrestricted Net Assets$5,376,599$5,618,080▲ $241,481
Temporarily Rstr Net Assets$479,889$466,490▼ $13,399
Total Net Assets Fund Balance$34,852,487$35,747,205▲ $894,718
Total Liabilities and Net Assets / Fund Balance$35,162,474$36,046,080▲ $883,606

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$26,890,719$220,324▲ $2,373,276-$27,379,777
2015$26,370,239$664,585▲ $1,897,287-$26,890,719
2014$28,155,564$155,182▲ $198,915-$26,370,239
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
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Campbell & CompanyConsultingONE E WACKER DR STE 3350, Chicago, IL 60601$276,918
Revenue and Support

Revenue Composition

Contributions and Grants
$297,056
Program Service Revenue
$0
Investment Income
$678,812
Other Revenue
$0
All Other Contributions
$297,056
Change in Net Assets
$-1,188,748

Audited Revenue Reconciliation

Revenue per Audited Statements
$975,868
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$567,618
Total Revenue per Audited Statements
$1,543,486
Total Revenue per Form 990
$975,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,515,848
Total Fundraising Expense$450,162
Salaries, Compensation, and Employee Benefits$256,560
Other Expenses$249,410
Professional Fundraising Fees$142,798

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,515,848--$1,515,848
Other Salaries and Wages--$256,560$256,560
Fees for Services Professional Fundraising--$142,798$142,798
Fees for Services Management-$100,000-$100,000
Office Expenses-$57,874-$57,874
Fees for Services Accounting-$32,895-$32,895
Fees for Services Other-$7,010-$7,010
Fees for Services Legal-$727-$727
Other Expenses-$100$8,353$100
Total Functional Expenses$1,515,848$198,606$450,162$2,164,616

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,164,616
Expenses Not Reported on Financial Statements$1,515,848
Other Expense Adjustments$1,515,848
Expenses per Audited Statements$648,768
Total Expenses per Audited Statements$648,768
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Symphony OrchestraSeattle, WA501(c)(3)General Support$1,515,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$142,798
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$149,725
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
Yes
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, michael slonski, leslie jackson chihuly, james bianco, brian grant, laurel nesholm, and maureen campbell melville have a business relationship.

Form 990, Part VI, Section A, Line 4

The organization's bylaws were amended during fy17. Major changes include identification and clarification of membership classes.

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 11B

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
Jean-francois Heitz
Title
Chair
Phone
2062154700
Signed
2018-07-11
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 1400, 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 50,848. Adjustment for present value discount 338,154.

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 50,848. Transfers for symphony operations -1,515,848. Adjustment for present value discount 338,154.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Transfers for symphony operations 1,515,848.

Raw XML AppendixShowing 400 of 617 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/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0975868
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0678812
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0678812
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022252590
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021531310
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
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/NetAssetsOrFundBalancesBOYAmt034852487
IRS990/NetAssetsOrFundBalancesEOYAmt035747205
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01694464
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057874
IRS990/OfficeExpensesGrp/TotalAmt057874
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01395291
IRS990/OtherAssetsTotalGrp/EOYAmt01271536
IRS990/OtherChangesInNetAssetsAmt0389002
IRS990/OtherExpensesGrp/Desc0RECRUITING
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt042451
IRS990/OtherExpensesGrp/FundraisingAmt18353
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/TotalAmt042451
IRS990/OtherExpensesGrp/TotalAmt18353
IRS990/OtherExpensesGrp/TotalAmt2100
IRS990/OtherLiabilitiesGrp/BOYAmt0174670
IRS990/OtherLiabilitiesGrp/EOYAmt0149725
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0256560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0256560
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03080000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03080000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt028995999
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt029662635
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06670496
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07168400
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEAN-FRANCOIS HEITZ
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02794071
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01485915
IRS990/PYInvestmentIncomeAmt0922056
IRS990/PYOtherExpensesAmt0194113
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01614735
IRS990/PYSalariesCompEmpBnftPaidAmt0187889
IRS990/PYTotalExpensesAmt02101392
IRS990/PYTotalProfFndrsngExpnsAmt0233475
IRS990/PYTotalRevenueAmt03716127
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1188748
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093916
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01422862
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: 1,515,848 EXPENSES PAID ON BEHALF OF SEATTLE SYMPHONY ORCHESTRA: 648,768 TOTAL: 2,164,616
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/SupportAmt02164616
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SEATTLE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02164616
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/BoardDesignatedBalanceEOYPct00.20520
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0648694
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026890719
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0220324
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027379777
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01455848
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02373276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0615477
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026370239
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0664585
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026890719
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01425915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01897287
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0499137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt028155564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0155182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026370239
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01640285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198915
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0473298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025154752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0975645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028155564
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01621211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04119676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0339208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025324926
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt058046
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025154752
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01857385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02530019
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0561646
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01515848
IRS990ScheduleD/ExpensesSubtotalAmt0648768
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01694464
IRS990ScheduleD/OtherExpensesNotIncludedAmt01515848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0149725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-1126846
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78940
IRS990ScheduleD/RevenueNotReportedAmt0567618
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0975868
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 50,848. TRANSFERS FOR SYMPHONY OPERATIONS -1,515,848. ADJUSTMENT FOR PRESENT VALUE DISCOUNT 338,154.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFERS FOR SYMPHONY OPERATIONS 1,515,848.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02164616
IRS990ScheduleD/TotalLiabilityAmt0149725
IRS990ScheduleD/TotalRevenuePerForm990Amt0975868
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01543486
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0648768
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1CAMPAIGN RESEARCH
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-132759
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-5040
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CAMPBELL & CO
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1PATRICK LIENHARD
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt0132759
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt15040
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0ONE E WACKER SUITE 3350

Document Assets

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Filings

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