2025-07-14T12:53:39-05:00 2024-08-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-09-01 043311403 BOSTON 4 CELEBRATIONS FOUNDATION INC BOST 6176389215 301 MASSACHUSETTS AVENUE BOSTON MA 02115 KATHERINE DECELLES TREASURER 6176389215 2025-07-11 1 1 CRAIG KLEIN P00734640 6178075000 2025-07-11 2023 2025-03-06 01:10:19Z JEFFREY DUNN 301 MASSACHUSETTS AVENUE BOSTON MA 02115 2415968 0 X WWW.BOSTONPOPSJULY4TH.ORG X 1995 MA TO PROVIDE FOR PUBLIC CELEBRATION, CONCERT, AND FIREWORKS ON JULY 4TH. 3 0 0 16 0 0 2390441 2415968 0 0 0 0 0 0 2390441 2415968 0 0 0 0 0 0 0 0 4710 3248438 3074615 3248438 3074615 -857997 -658647 489144 1165692 2997474 4332669 -2508330 -3166977 X TO PROVIDE FOR PUBLIC CELEBRATION, CONCERT, AND FIREWORKS ON JULY 4TH IN BOSTON, VIEWED BY THOUSANDS IN PERSON AND THROUGH THE MEDIA. 0 0 2927670 THE BOSTON 4 CELEBRATIONS RETURNED TO THE CHARLES RIVER ESPLANADE ON JULY 4, 2024. KEITH LOCKHART LED THE BOSTON POPS ESPLANADE ORCHESTRA IN THE ORGANIZATION'S JOYOUS CELEBRATION OF THE COUNTRY'S INDEPENDENCE AT THE HATCH SHELL. MORE THAN 350,000 PEOPLE ENJOYED THE CONCERT, INCLUDING VETERANS AND FIRST RESPONDERS. A SURPRISE VISIT WAS A VIDEOTAPED CONVERSATION WITH ASTRONAUT AND MA NATIVE SUNITA WILLIAMS FROM THE INTERNATIONAL SPACE STATION. MS. WILLIAMS AND HER AMERICAN COLLEAGUES SANG A HEARTFELT RENDITION OF AMERICA THE BEAUTIFUL. SPECIAL GUESTS INCLUDED THE SINGING SARGEANTS OF THE U.S. AIR FORCE, TONY-AWARD WINNING BROADWAY STAR KELLI O'HARA, THE MULTICULTURAL AMERICANA GROUP THE MAVERICKS, AND ROCK AND ROLL HALL OF FAMER DARLENE LOVE. THEY ALL PERFORMED WITH KEITH LOCKHART AND THE BOSTON POPS ESPLANADE ORCHESTRA (BPEO), CREATING A SHOW TO REMEMBER. THE GUEST ARTISTS ADDED TO THE INSPIRING CELEBRATION OF THE AMERICAN SPIRIT AND GRIT. COMMEMORATING THE D-DAY INVASION OF NORTHERN FRANCE IN WWII, THE POPS PERFORMED JOHN WILLIAMS' "HYMN TO THE FALLEN" FROM SAVING PRIVATE RYAN. THE WIDE-RANGING MUSIC INCLUDED PATRIOTIC SING-ALONGS, TRIBUTES TO VETERANS, AND BROADWAY HITS. THE CONCERT CAME TO A ROUSING CONCLUSION WITH A PERFORMANCE OF TCHAIKOFSKY'S 1812 OVERTURE WITH LIVE CANNONS FOLLOWED BY A HALF HOUR FIREWORKS DISPLAY. THE SHOW WAS BROADCAST LIVE ON WHDH-TV AND BLOOMBERG TV AND COULD BE STREAMED ON BLOOMBERG.COM THROUGH THE END OF JULY, ENGAGING ANOTHER 300,000. 2927670 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KATHERINE DECELLES 6176389215 301 MASSACHUSETTS AVENUE BOSTON MA 02115 X CHAD SMITH PRESIDENT, TRUSTEE 1.00 50.00 X X 0 368807 5843 KATHERINE DECELLES TREASURER, TRUSTEE 1.00 40.00 X X 0 213174 19130 JOSEPH KAMAY CLERK, TRUSTEE 1.00 40.00 X X 0 0 0 PAUL ERIC KRAUSS VICE-PRESIDENT 1.00 40.00 X 0 71103 11126 GAIL SAMUEL FORMER PRESIDENT, TRUSTEE 0.00 0.00 X 0 1706083 11112 JEFFREY DUNN FORMER PRESIDENT, TRUSTEE 0.00 0.00 X 0 561490 39497 0 2920657 86708 0 1 1 0 ART PAYROLLCOM 26 GREGS WAY TAMWORTH NH 03886 ARTIST SERVICES 533342 REMOTE FACILITIES 9 FOSTER STREET WAKEFIELD MA 01880 PRODUCTION SUPPORT 518786 PORT LIGHTING SYSTEMS 24 LONDON LANE SEABROOK NH 03874 PRODUCTION SUPPORT 153668 PYROTECNICO FIREWORKS INC PO BOX 466 JAFFREY NH 03452 PRODUCTION SUPPORT 130000 BRIGHT BLUE MEDIA GROUP LLC 45 CHESTNUT COURT NORTH ANDOVER MA 01845 PRODUCTION SUPPORT 129922 9 250000 2165968 7428 2415968 2415968 0 0 0 45770 45770 7980 7980 11675 6000 965 4710 48852 48852 22529 22529 38668 38668 41322 41322 ONSITE PRODUCTION 1732156 1732156 TELEVISION PRODUCTION 744190 744190 SECURITY 190835 190835 FIREWORKS 190638 190638 3074615 2927670 142235 4710 289144 431041 200000 616453 0 118198 489144 1165692 193503 542596 2803971 3790073 2997474 4332669 X -2708330 -3807977 200000 641000 -2508330 -3166977 489144 1165692 -658647 0 X 0 1 X 1 0 X X 2 CITY OF BOSTON 046001380 6 1 0 0 BOSTON SYMPHONY ORCHESTRA INC 042103550 7 1 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE ORGANIZATION SUPPORTS THE CITY OF BOSTON AND THE BOSTON SYMPHONY ORCHESTRA, INC. THE CITY OF BOSTON IS LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. BOSTON SYMPHONY ORCHESTRA, INC. IS NAMED BY CLASS. THE ORGANIZATION'S ARTICLES OF INCORPORATION WERE AMENDED DURING 2023 TO CLARIFY THAT THE CLASS OF SUPPORTED ORGANIZATIONS INCLUDES CULTURAL INSTITUTIONS SUCH AS THE BOSTON SYMPHONY ORCHESTRA, INC. WHICH IS LOCATED IN THE CITY OF BOSTON. PART IV, SECTION C, LINE 1: CONTROL OF BOSTON 4 CELEBRATIONS, INC. IS VESTED IN THE SAME PERSONS THAT MANAGE THE BOSTON SYMPHONY ORCHESTRA, INC. THE BOARD OF TRUSTEES OF BOSTON 4 CELEBRATIONS, INC. IS COMPRISED OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER (OR CONTROLLER) OF THE BOSTON SYMPHONY ORCHESTRA, INC., EACH SERVING IN AN EX OFFICIO CAPACITY. MOREOVER, BOSTON 4 CELEBRATIONS, INC. MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE CITY OF BOSTON BY ENGAGING IN PLANNING MEETINGS WITH VARIOUS CITY OF BOSTON AGENCIES FOR THE JULY 4TH EVENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO BOSTON SYMPHONY ORCHESTRA, INC. 3790073 3790073 X 2422568 6600 6600 2415968 0 2415968 3081215 6600 6600 3074615 0 3074615 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS RELATIVE TO INCOME THAT IS CONSIDERED RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION AND ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 1 0 0 0 0 0 0 0 1 1 GAIL SAMUEL FORMER PRESIDENT, TRUSTEE 0 33527 0 0 0 1672556 0 0 0 11112 0 1717195 0 0 JEFFREY DUNN FORMER PRESIDENT, TRUSTEE 0 530769 0 0 0 30721 0 9900 0 29597 0 600987 0 0 CHAD SMITH PRESIDENT, TRUSTEE 0 274345 0 92120 0 2342 0 0 0 5843 0 374650 0 0 KATHERINE DECELLES TREASURER, TRUSTEE 0 207138 0 5000 0 1036 0 6318 0 12812 0 232304 0 0 PART I, LINE 4A THE COMPENSATION REPORTED FOR GAIL SAMUEL, FORMER PRESIDENT AND CEO, FOR CALENDAR YEAR 2023, INCLUDES BASE COMPENSATION OF $33,527. OTHER REPORTABLE COMPENSATION INCLUDES: 1) SEVERANCE OF $1,550,000, 2) $99,953 REPRESENTING A PAYOUT OF ACCRUED VACATION, 3) CONTRIBUTIONS OF $22,500 MADE BY MS. SAMUEL INTO A 457(B) PLAN AND $103 OF OTHER TAXABLE FRINGE BENEFITS. PART I, LINE 8 COMPENSATION REPORTED IN PART VII, SECTION A PAID TO PRESIDENT AND CEO, CHAD SMITH, WERE SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). NONETHELESS, THE ORCHESTRA FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN REGULATIONS SECTION 53.4958(C). FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS OF THE ORGANIZATION INCLUDED CHAD SMITH, PAUL ERIC KRAUSS, KATHERINE DECELLES, AND JOSEPH KAMAY, ALL OF WHOM WERE OFFICERS AND/OR EMPLOYEES OF BOSTON SYMPHONY ORCHESTA, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT OF THE FORM 990 TO ALL OF THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION DISBURSES A QUESTIONNAIRE TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES REQUIRING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PAID TO THE PRESIDENT AND OTHER OFFICERS WAS DETERMINED BY BOSTON SYMPHONY ORCHESTRA, INC., A RELATED ORGANIZATION. COMPENSATION WAS DETERMINED IN ACCORDANCE WITH BOSTON SYMPHONY ORCHESTRA INC.'S PROCESSES FOR SETTING EXECUTIVE COMPENSATION, WHICH INCLUDE RELIANCE ON APPROPRIATE DATA, APPROVAL BY INDEPENDENT PERSONS, AND CONTEMPORANEOUS DOCUMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. IN ADDITION, THE ORGANIZATION WILL PROVIDE, UPON REQUEST, COPIES OF FORM 990 FOR THREE YEARS AFTER THE FISCAL YEAR END AND COPIES OF ALL GOVERNING DOCUMENTS AND POLICIES. FORM 990, PART VII THE COMPENSATION PAID TO GAIL SAMUEL, JEFFREY DUNN, CHAD SMITH, KATHERINE DECELLES, PAUL ERIC KRAUSS, AND JOSEPH KAMAY WAS PAID BY BOSTON SYMPHONY ORCHESTRA, INC. THE COMPENSATION AMOUNTS LISTED ARE FOR THE 2023 CALENDAR YEAR. BOSTON SYMPHONY ORCHESTRA INC 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 MUSIC MA 501(C)(3) LINE 7 0 263 HA LIMITED PARTNERSHIP 301 MASSACHUSETTS AVENUE BOSTON MA 02115 REAL ESTATE MA 263 REALTY CORPORATION EXCLUDED 0 0 263 REALTY CORPORATION 301 MASSACHUSETTS AVENUE BOSTON MA 02115 REAL ESTATE MA BOSTON SYMPHONY ORCHESTRA INC C 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0