2025-05-29T10:56:28-05:00 2024-08-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2023-09-01 430666769 SAINT LOUIS SYMPHONY ORCHESTRA SAIN 3145332500 718 NORTH GRAND BLVD ST LOUIS MO 63103 SCOTT LANNING CFO 3145332500 2025-05-06 1 1 MINDY G KRUEGER P01290370 3142903300 2023 2025-03-06 01:10:19Z MARIE-HELENE BERNARD 718 NORTH GRAND BLVD ST LOUIS MO 63103 194725445 0 X WWW.SLSO.ORG X 1893 MO THE MISSION OF THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS TO ENRICH LIVES THROUGH THE POWER OF MUSIC. THE SLSO PROVIDES ORCHESTRA CONCERTS, COMMUNITY PROGRAMS, AND EDUCATIONAL RESOURCES FOR THE ST. LOUIS COMMUNITY AND BEYOND. 45 42 525 368 0 0 41308628 32774896 7166080 6446460 2428886 5543330 1303697 458082 52207291 45222768 139000 688973 0 0 22341764 22200798 164319 261602 2352315 9608361 9029656 32253444 32181029 19953847 13041739 186709364 212351537 55996394 68479488 130712970 143872049 X THE MISSION OF THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS TO ENRICH LIVES THROUGH THE POWER OF MUSIC. THE SLSO PROVIDES ORCHESTRA CONCERTS, COMMUNITY PROGRAMS, AND EDUCATIONAL RESOURCES FOR THE ST. LOUIS COMMUNITY AND BEYOND. 0 0 24483341 688973 6446460 SEE SCHEDULE O.MUSIC PROGRAMS: THE ST. LOUIS SYMPHONY ORCHESTRA (SLSO) IS CELEBRATED AS A LEADING AMERICAN ORCHESTRA, KNOWN FOR ITS WARM AND ENGAGING SOUND, PROLIFIC AND ACCLAIMED RECORDING HISTORY, NATIONAL AND INTERNATIONAL TOURING ACTIVITIES, AND DISTINCTIVE COMMITMENT TO EDUCATIONAL AND COMMUNITY OUTREACH EFFORTS. THE SLSO REACHES CLOSE TO 266,000 PEOPLE EACH YEAR THROUGH LIVE CONCERTS, COMMUNITY EVENTS, AND EDUCATION PROGRAMS, PLUS 306,000 THROUGH PUBLIC MEDIA PARTNERSHIPS AND MILLIONS MORE ONLINE. THE SLSO MUSICAL FAMILY ALSO INCLUDES TWO RESIDENT CHORUSES: THE ST. LOUIS SYMPHONY CHORUS PERFORMS CHORAL-ORCHESTRAL MUSIC AND THE ST. LOUIS SYMPHONY IN UNISON CHORUS FOCUSES ON MUSIC OF AFRICAN AMERICAN AND AFRICAN TRADITIONS. COMPOSERS OF TODAY AND TOMORROW ARE A VALUED PART OF THE SLSO'S ARTISTIC MISSION, WITH THE ORCHESTRA INTRODUCING DOZENS OF NEW WORKS INTO THE REPERTOIRE THROUGH COMMISSIONS AND CO-COMMISSIONS. THE SLSO IS COMMITTED TO ITS HOMETOWN, PERFORMING DOZENS OF CONCERTS THROUGHOUT THE ST. LOUIS REGION EACH SEASON AND FORMING MEANINGFUL PARTNERSHIPS WITH OTHER AREA ARTS AND NONPROFIT INSTITUTIONS. FOR MORE THAN 100 YEARS, THE SLSO HAS SUPPORTED STUDENTS, TEACHERS, AND PARENTS IN ST. LOUIS AND BEYOND THROUGH MUSIC EDUCATION PROGRAMMING. THE ST. LOUIS SYMPHONY YOUTH ORCHESTRA HAS BEEN THE REGION'S PREMIERE TRAINING ORCHESTRA FOR HIGH SCHOOL AND COLLEGE STUDENTS FOR MORE THAN 50 YEARS. THE ORCHESTRA ALSO PROVIDES PERFORMANCES AND RESOURCES FOR MORE THAN 1,000 SCHOOLS EACH YEAR, WITH 449,000 STUDENTS AND 1,300 TEACHERS PARTICIPATING IN MUSIC EDUCATION PROGRAMS WITH THE SLSO. 24483341 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 209 0 525 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 42 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X SCOTT LANNING CFO 3145332500 718 NORTH GRAND BLVD ST LOUIS MO 63103 MARIE-HELENE BERNARD PRESIDENT/CHIEF EXECUTIVE 40.00 X X 518860 0 58319 ALAN STEWART TRUSTEE / MUSICIAN 40.00 X 120336 0 38165 BJORN RANHEIM TRUSTEE / MUSICIAN 40.00 X 103693 0 42840 STEVE FINERTY CHAIR 2.00 X X 0 0 0 NANCY GALVIN VICE CHAIR 2.00 X X 0 0 0 NOEMI NEIDORFF VICE CHAIR 2.00 X X 0 0 0 KATHLEEN T OSBORN VICE CHAIR 2.00 X X 0 0 0 DAVID L STEWARD VICE CHAIR 2.00 X X 0 0 0 EMILY RAUH PULITZER SECRETARY 2.00 X X 0 0 0 DR DONALD M SUGGS ASSISTANT SECRETARY 2.00 X X 0 0 0 DANIEL C WESSEL TREASURER 2.00 X X 0 0 0 LAWRENCE P KATZENSTEIN GENERAL COUNSEL 2.00 1.00 X X 0 0 0 BHAVANI AMIRTHALINGAM TRUSTEE 1.00 X 0 0 0 BARRY H BERACHA TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH MANNEN BERGES TRUSTEE 1.00 1.00 X 0 0 0 SPENCER BURKE TRUSTEE 1.00 X 0 0 0 DEBBIE DILLON TRUSTEE 1.00 X 0 0 0 IRASA DOWNING TRUSTEE 1.00 X 0 0 0 SUSAN EICKHOFF TRUSTEE 1.00 X 0 0 0 CAROLYN GRAHAM FARRELL TRUSTEE 1.00 X 0 0 0 CAROLYN F HENGES TRUSTEE 1.00 X 0 0 0 MOLLY HYLAND TRUSTEE 1.00 X 0 0 0 MARJORIE M IVEY TRUSTEE 1.00 X 0 0 0 DR GAYLE JACKSON TRUSTEE 1.00 X 0 0 0 DR NICHOLAS KOUCHOUKOS TRUSTEE 1.00 X 0 0 0 DR KENNETH M LUDMERER TRUSTEE 1.00 X 0 0 0 STEVE MACKIN TRUSTEE 1.00 X 0 0 0 MARCELA MANJARREZ TRUSTEE 1.00 X 0 0 0 ANDREW O'BRIEN TRUSTEE 1.00 X 0 0 0 DR DAVID PISTON TRUSTEE 1.00 X 0 0 0 ALLISON W ROBERTS TRUSTEE 1.00 X 0 0 0 BELLA SANEVICH TRUSTEE 1.00 1.00 X 0 0 0 STEPHEN M SAVIS TRUSTEE 1.00 X 0 0 0 RACHEL SEWARD TRUSTEE 1.00 X 0 0 0 REX A SINQUEFIELD TRUSTEE 1.00 X 0 0 0 SHERRY SISSAC TRUSTEE 1.00 X 0 0 0 THELMA E STEWARD TRUSTEE 1.00 X 0 0 0 MARK THRODAHL TRUSTEE 1.00 X 0 0 0 VIJA TURINA TRUSTEE 1.00 X 0 0 0 JOHN TVRDIK TRUSTEE 1.00 X 0 0 0 PETER VAN CLEVE TRUSTEE 1.00 X 0 0 0 SUSAN M VEIDT TRUSTEE 1.00 X 0 0 0 KATE WARNE RIGGS TRUSTEE 1.00 1.00 X 0 0 0 JANET WILLIAMS TRUSTEE 1.00 X 0 0 0 JOHN WINSKI TRUSTEE 1.00 X 0 0 0 STEVEN ROSENZWEIG CHIEF FINANCIAL OFFICER 40.00 1.00 X 230445 0 67269 DAVID HALEN CONCERTMASTER 40.00 X 273560 0 52673 JULIE GIBBS VP & CHIEF PHILANTHROPY OFFICER 40.00 X 177337 0 49595 BETH CHU MUSICIAN 40.00 X 177926 0 48055 SCOTT D ANDREWS MUSICIAN 40.00 X 185023 0 40572 DANIEL LEE MUSICIAN 40.00 X 178887 0 34336 1966067 0 431824 9 0 1 0 DENEVE STEPHANE DAVID ALEXANDRE 718 NORTH GRAND BLVD ST LOUIS MO 63103 MUSIC DIRECTOR / CONDUCTOR 541798 CLASSICAL MOVEMENTS INC 711 PRINCESS ST ALEXANDRIA VA 22314 CONCERT TOUR MANAGEMENT 364627 GARDAWORLD SECURITY SYSTEM PO BOX 843886 KANSAS CITY MO 641843886 SECURITY SERVICES 282254 BENNETT DIRECT INC PO BOX 0015 MILWAUKEE WI 532010015 FUNDRAISER 182275 ADVERTISERS PRINTING CO INC 1229 S VANDEVENTER AVE ST LOUIS MO 631103807 PRINTING & MAILING SERVICES 182009 10 478802 11098541 3340000 17857553 518438 32774896 CONCERT REVENUE 711130 6388105 6388105 TUITION 711130 42978 42978 PERFORMANCE HALL RENTAL 711130 15377 15377 6446460 5538934 5538934 3549 3549 149345530 149341134 4396 4396 4396 134575 478802 161543 -26968 -26968 HANDLING FEES 711130 251716 251716 PARKING FEES 711130 120593 120593 FACILITY FEES 711130 21970 21970 87222 87222 481501 45222768 6446460 0 6001412 688973 688973 1195472 314936 880536 15991985 12964174 1812148 1215663 1072762 909545 99869 63348 2734145 2315945 255636 162564 1206434 994819 143821 67794 27551 14927 12624 89346 89346 60000 60000 261602 261602 5728 5728 569665 114318 205741 249606 958082 66058 876065 15959 976305 291933 503064 181308 992154 816950 165849 9355 561294 387739 86408 87147 73533 73533 363409 314496 46225 2688 363124 324659 27332 11133 ARTIST FEES 2117111 2117111 OTHER CONCERT COSTS 1872354 1846758 1448 24148 32181029 24483341 5345373 2352315 28954271 14237017 44487598 34284918 23105 22258 95564 85926 1714863 1901693 573369 495071 88763943 13155243 28409994 75608700 45209588 74373134 37241012 11342820 186709364 212351537 3628124 5384175 2206559 2148605 49604160 56042326 557551 4904382 55996394 68479488 X 27034735 31463292 103678235 112408757 130712970 143872049 186709364 212351537 13041739 117340 0 X 0 1 X 1 1 1 X 34997684 60216697 66081388 41308628 32774896 235379293 34997684 60216697 66081388 41308628 32774896 235379293 115175953 120203340 160761 4727 152707 2393054 5542483 8253732 794518 89706 1093139 1302399 481501 3761263 247394288 28333969 0.48590 0.44240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: CONTRACTED WITH BANNER PUBLIC AFFAIRS TO PURSUE FEDERALLY EARMARKED FUNDS THROUGH THE REGIONAL CONGRESSIONAL DELEGATION, TO SUPPORT OUR EDUCATION AND PERFORMANCE PROGRAMS, TO ADVOCATE FOR PERFORMING ARTS ENTITIES AND TO ADVOCATE FOR FUNDING OF THE POWELL HALL RENOVATION PROJECT. 524746 524746 524746 524746 524746 524746 524746 524746 524746 524746 1.00000 0.00000 0.00000 0 1 1 3088486 3088486 10080038 8459876 1620162 3026468 2788399 238069 72568951 1906968 70661983 75608700 FUNDS HELD IN TRUST BY OTHERS 2152351 RIGHT OF USE ASSETS 225995 RESTRICTED INVESTMENTS 4143074 DUE FROM ENCORE SLSO, INC. - NEW MARKETS TAX CREDIT 4821400 11342820 GIFT ANNUITY LIABILITY 56112 LEASE LIABILITIES 226894 DUE TO ENDOWMENT TRUST 4621376 4904382 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT OPERATIONS OF THE SAINT LOUIS SYMPHONY. X X X X X X X 1 BENNETT DIRECT PO BOX 0015 MILWAUKEE WI 532010015 TELEPHONE SOLICITATION OF CONTRIBUTIONS 0 583463 260985 322478 583463 260985 322478 IL MO CELEBRATE 599779 476452 123327 18622 92581 150 39180 TRIVIA NIGHT 13598 2350 11248 1466 55 750 8739 613377 478802 134575 20088 92636 900 47919 161543 -26968 1 SAINT LOUIS SYMPHONY ENDOWMENT TRUST 718 N GRAND BLVD SAINT LOUIS MO 63103 436863846 501(C)(3) 688973 0 INVESTMENT 1 0 PART I, LINE 2: 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 IN THE UNITED STATES. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 MARIE-HELENE BERNARD PRESIDENT/CHIEF EXECUTIVE 461860 0 45000 0 12000 0 20523 0 37796 0 577179 0 0 0 DAVID HALEN CONCERTMASTER 273560 0 0 0 0 0 9988 0 42685 0 326233 0 0 0 STEVEN ROSENZWEIG CHIEF FINANCIAL OFFICER 209670 0 20775 0 0 0 12163 0 55106 0 297714 0 0 0 JULIE GIBBS VP & CHIEF PHILANTHROPY OFFICER 177337 0 0 0 0 0 5975 0 43620 0 226932 0 0 0 BETH CHU MUSICIAN 177926 0 0 0 0 0 9988 0 38067 0 225981 0 0 0 SCOTT D ANDREWS MUSICIAN 185023 0 0 0 0 0 9988 0 30584 0 225595 0 0 0 DANIEL LEE MUSICIAN 178887 0 0 0 0 0 9988 0 24348 0 213223 0 0 0 ALAN STEWART TRUSTEE / MUSICIAN 120336 0 0 0 0 0 9979 0 28186 0 158501 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THREE BEDROOM APARTMENT IN ST. LOUIS FOR THE MUSIC DIRECTOR PER WRITTEN EMPLOYMENT CONTRACT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - LUNCHEON CLUB MEMBERSHIP USED ENTIRELY FOR BUSINESS PURPOSES BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. PART I, LINE 3 THE MULTI-YEAR COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (PRESIDENT/CHIEF EXECUTIVE OFFICER) WAS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES AND DISCUSSED WITH MEMBERS OF THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES IN DEVELOPING THE LEVEL OF COMPENSATION. DATA FROM COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS WAS CONSIDERED BY THE CHAIR. AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. PART I, LINE 7 AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIR OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. DAVID HALEN EMPLOYEE INSTRUMENT X 80000 47122 0 1 1 DAVID HALEN EMPLOYEE INSTRUMENT X 22000 7571 0 1 1 BJORN RANHEIM EMPLOYEE / TRUSTEE INSTRUMENT X 75000 31233 0 1 1 85926 X 50 482319 FMV X FOOD & BEVERAGE 1 19800 FMV X AUCTION ITEMS 49 8319 FMV X DONUTS 1 8000 FMV 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE ST. LOUIS SYMPHONY UTILIZES THE SERVICES OF INDEPENDENT BROKERAGE FIRMS TO SELL GIFTS OF STOCK, AS SOON AS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: DAVID STEWARD AND THELMA STEWARD FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S BYLAWS DEFINES "MEMBER" AS ANY PERSON, ORGANIZATION, FOUNDATION, CORPORATION, LIMITED LIABILITY COMPANY, PARTNERSHIP OR ASSOCIATION THAT MAKES A FINANCIAL CONTRIBUTION TO THE ORGANIZATION OF AT LEAST $1,500 FOR THE FISCAL YEAR. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE AT ANY MEETING OF THE MEMBERS. THE BYLAWS REQUIRE AN ANNUAL MEETING OF THE MEMBERS AND ALLOW FOR SPECIAL MEETINGS OF THE MEMBERS AS NECESSARY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE ORGANIZATION'S REGULAR TRUSTEES AT THE ANNUAL MEETING REQUIRED WITHIN THE BYLAWS. UP TO TEN (10) POSITIONS ON THE BOARD OF TRUSTEES MAY BE FILLED AT ANY TIME DURING THE YEAR BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE BOARD OF TRUSTEES PRESENT AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF TRUSTEES. A TRUSTEE ELECTED PURSUANT TO A VACANCY SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERS OR UNTIL SUCH TRUSTEE'S EARLIER DEATH, RESIGNATION, DISQUALIFICATION OR REMOVAL FROM OFFICE, AND SUCH TRUSTEE MAY BE ELECTED FOR A FULL SUCCEEDING TERM AT THE NEXT ANNUAL MEETING OF THE MEMBERS. NO INDIVIDUAL MEMBER OR LESS THAN A COMPLETE GROUP OF MEMBERS HAS ANY SPECIFIC RIGHTS OF APPROVAL OR DECISION MAKING AUTHORITY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS ELECT THE ORGANIZATION'S REGULAR TRUSTEES AT THE ANNUAL MEETING REQUIRED WITHIN THE BYLAWS. UP TO TEN (10) POSITIONS ON THE BOARD OF TRUSTEES MAY BE FILLED AT ANY TIME DURING THE YEAR BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE BOARD OF TRUSTEES PRESENT AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF TRUSTEES. A TRUSTEE ELECTED PURSUANT TO A VACANCY SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF THE MEMBERS OR UNTIL SUCH TRUSTEE'S EARLIER DEATH, RESIGNATION, DISQUALIFICATION OR REMOVAL FROM OFFICE, AND SUCH TRUSTEE MAY BE ELECTED FOR A FULL SUCCEEDING TERM AT THE NEXT ANNUAL MEETING OF THE MEMBERS. NO INDIVIDUAL MEMBER OR LESS THAN A COMPLETE GROUP OF MEMBERS HAS ANY SPECIFIC RIGHTS OF APPROVAL OR DECISION MAKING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED AS FOLLOWS: 1) THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. 2) THE FORM 990 IS REVIEWED BY THE SLSO'S CFO AND CONTROLLER. 3) THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT & FINANCE COMMITTEE OF THE SAINT LOUIS SYMPHONY ORCHESTRA'S BOARD OF TRUSTEES. 4) AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 IS EMAILED TO ALL MEMBERS OF THE SAINT LOUIS SYMPHONY ORCHESTRA'S BOARD OF TRUSTEES FOR THEIR REVIEW. ALL OF THESE 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'S CONFLICT OF INTEREST POLICY IS MONITORED VIA AN ANNUAL DISTRIBUTION OF THE WRITTEN POLICY AND DISCLOSURE FORM 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. "A BOARD MEMBER OR SLSO OFFICER SHALL DISCLOSE A CONFLICT OF INTEREST: (A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS OR HER DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; (B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE SLSO; (C) AS SOON AS POSSIBLE AFTER THE BOARD MEMBER OR OFFICER SHALL LEARN OF A CONFLICT OF INTEREST IN ANY OTHER CONTEXT." FORM 990, PART VI, SECTION B, LINE 15 THE MULTI-YEAR COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (PRESIDENT/CHIEF EXECUTIVE OFFICER) WAS DETERMINED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND DISCUSSED WITH MEMBERS OF THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. IN DEVELOPING THE LEVEL OF COMPENSATION, DATA FOR COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS WAS CONSIDERED BY THE CHAIRMAN. AN ANNUAL DISCRETIONARY COMPONENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS AND DISCUSSION WITH MEMBERS OF THE PERSONNEL COMMITTEE. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED PRIMARILY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS. COMPENSATION IS BASED UPON THE ACHIEVEMENT OF ESTABLISHED GOALS, ANALYSIS OF DATA FOR COMPARABLE LOCAL AND NATIONAL INDUSTRY SPECIFIC POSITIONS, AND DISCUSSION WITH THE MEMBERS OF THE BOARD OF TRUSTEES AND OTHER CONSTITUENCIES. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILES MAINTAINED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA THE ORGANIZATION'S WEBSITE AT WWW.SLSO.ORG OR BY REQUEST TO THE INDIVIDUAL 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 INDIVIDUAL IDENTIFIED IN FORM 990, PART VI, LINE 20. SAINT LOUIS SYMPHONY ENDOWMENT TRUST 718 N GRAND BLVD SAINT LOUIS MO 63103 436863846 MANAGE/ ADMINISTER ENDOWMENT INVESTMENT ASSETS OF THE SYMPHONY ORCHESTRA MO 501(C)(3) LINE 11 SLSO 1 SAINT LOUIS SYMPHONY RECORDING COMPANY 718 N GRAND BLVD SAINT LOUIS MO 63103 431792634 SYMPHONY RECORDINGS MO 501(C)(3) LINE 7 SLSO 1 ENCORE SLSO INC 1 US BANK PLAZA SUITE 2700 SAINT LOUIS MO 631011612 922972409 TO SUPPORT SLSO MO 501(C)(3) LINE 7 SLSO 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ENCORE SLSO INC C 57725 FMV ENCORE SLSO INC D 4821400 FMV SAINT LOUIS ENDOWMENT TRUST C 11040816 FMV SAINT LOUIS ENDOWMENT TRUST B 688973 FMV SAINT LOUIS ENDOWMENT TRUST E 4621376 FMV