Form Department of the Treasury Internal Revenue Servie A B For the 0 alendar year, or tax year eginning Chek if appliale: C Name of organization JUL, 0 and ending JUN 0, 0 OMB No. 55-50 Open to Puli Inspetion D Employer identifiation numer Address hange Name hange OREGON SYMPHONY FOUNDATION 9-5609 Initial return Numer and street (or P.O. ox, if mail is not delivered to street address) Room/suite E Telephone numer Terminated 9 SW WASHINGTON 00 50-8-9 Amended return City or town, state or provine, ountry, and ZIP or foreign postal ode F Group Exemption Appliation pending PORTLAND, OR 9705 Numer G Aounting Method: Cash Arual Other (speify) H Chek if the organization is not I Wesite: WWW.ORSYMPHONY.ORG required to attah Shedule B J Tax-exempt status (hek only one) 50()() 50() ( ) (insert no.) 97(a)() or 57 (Form 990, 990-EZ, or 990-PF). K Form of organization: Corporation Trust Assoiation Other L Revenue Expenses Net Assets 5a 6 7a 8 9 0 a d Total revenue. Add lines,,,, 5, 6d, 7, and 8 Oupany, rent, utilities, and maintenane ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Printing, puliations, postage, and shipping ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 Other expenses (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O 7 Total expenses. Add lines 0 through 6 8 9 0 Under setion 50(), 57, or 97(a)() of the Internal Revenue Code (exept private foundations) Do not enter Soial Seurity numers on this form as it may e made puli. Information aout Form 990-EZ and its instrutions is at Add lines 5, 6, and 7, to line 9 to determine gross reeipts. If gross reeipts are $00,000 or more, or if total assets (Part II, olumn (B) elow) are $500,000 or more, file Form 990 instead of Form 990-EZ $ Part I Revenue, Expenses, and Changes in Net Assets or Fund Balanes (see the instrutions for Part I) LHA 990-EZ Chek if the organization used Shedule O to respond to any question in this Part I Contriutions, gifts, grants, and similar amounts reeived Program servie revenue inluding government fees and ontrats For Paperwork Redution At Notie, see the separate instrutions. ~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~ Memership dues and assessments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Investment inome Gross amount from sale of assets other than inventory ~~~~~~~~~~~~~ Less: ost or other asis and sales expenses ~~~~~~~~~~~~~~~~~ Gain or (loss) from sale of assets other than inventory (Sutrat line 5 from line 5a) ~~~~~~~~~~~~~~~ Gaming and fundraising events Gross inome from gaming (attah Shedule G if greater than $5,000) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Gross inome from fundraising events (not inluding $ from fundraising events reported on line ) (attah Shedule G if the sum of suh gross inome and ontriutions exeeds $5,000) Less: diret expenses from gaming and fundraising events ~~~~~~~~~~~~~~ ~~~~~~~~~~ 5a 5 6a of ontriutions Net inome or (loss) from gaming and fundraising events (add lines 6a and 6 and sutrat line 6) Gross sales of inventory, less returns and allowanes ~~~~~~~~~~~~~ Less: ost of goods sold ~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 6 7a 7 ~~~~~~~~~ Gross profit or (loss) from sales of inventory (Sutrat line 7 from line 7a) ~~~~~~~~~~~~~~~~~~~ Other revenue (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O Grants and similar amounts paid (list in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Benefits paid to or for memers~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Salaries, other ompensation, and employee enefits ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Professional fees and other payments to independent ontrators ~~~~~~~~~~~~~~~~~~~~~~~~ Exess or (defiit) for the year (Sutrat line 7 from line 9) Net assets or fund alanes at eginning of year (from line 7, olumn (A)) (must agree with end-of-year figure reported on prior year's return) Other hanges in net assets or fund alanes (explain in Shedule O) STATE REGISTRATION NO. 66 Short Form Return of Organization Exempt From Inome Tax www.irs.gov/form99 ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ Net assets or fund alanes at end of year. Comine lines 8 through 0 5 6d 7 8 9 0 5 6 7 8 9 0 0 8,05. 8,05. 8,05. 8,05. 8,05. Form 990-EZ (0) 7-5- 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Form 990-EZ (0) OREGON SYMPHONY FOUNDATION 9-5609 Part II Balane Sheets (see the instrutions for Part II) Chek if the organization used Shedule O to respond to any question in this Part II (A) Beginning of year (B) End of year 8 Cash, savings, and investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Land and uildings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other assets (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Total assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 6 Total liailities (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~ 6 7 Net assets or fund alanes (line 7 of olumn (B) must agree with line ) 7 Part III Statement of Program Servie Aomplishments (see the instrutions for Part III) Expenses Chek if the organization used Shedule O to respond to any question in this Part III (Required for setion 50()() and 50()() What is the organization's primary exempt purpose? SEE SCHEDULE O organizations and setion Desrie the organization's program servie aomplishments for eah of its three largest program servies, as measured y expenses. In a lear and onise 97(a)() trusts; optional manner, desrie the servies provided, the numer of persons enefited, and other relevant information for eah program title. for others.) SEE SCHEDULE O Page 9 (Grants $ ) If this amount inludes foreign grants, hek here 8a 8,05. 0 (Grants $ ) If this amount inludes foreign grants, hek here 9a (Grants $ ) If this amount inludes foreign grants, hek here Other program servies (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (Grants $ ) If this amount inludes foreign grants, hek here a Total program servie expenses (add lines 8a through a) 8,05. Part IV List of Offiers, Diretors, Trustees, and Key Employees (list eah one even if not ompensated - see the instrutions for Part IV) Chek if the organization used Shedule O to respond to any question in this Part IV (a) Name and title () Average hours () Reportale (d) Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to W-/099-MISC) employee enefit amount of other position (if not paid, enter -0-) plans, and deferred ompensation ompensation JACK G. WILBORN CHAIR.00 SALLY DRINKWARD TRUSTEE.00 MARC GRIGNON TRUSTEE.00 RENEE HOLZMAN TRUSTEE.00 JERRY HULSMAN TRUSTEE.00 PRUE MILLER TRUSTEE.00 HAROLD POLLIN TRUSTEE.00 BILL SCOTT TRUSTEE.00 KARL SMITH TRUSTEE.00 GEORGE SPENCER SECRETARY.00 ANDREE STEVENS TRUSTEE.00 MARY CRIST CO-PRESIDENT.00 7-5- Form 990-EZ (0) 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7 0a
Form 990-EZ (0) OREGON SYMPHONY FOUNDATION 9-5609 Page Part V Other Information (Note the Shedule A and personal enefit ontrat statement requirements in the instrutions for Part V) Chek if the organization used Sh. O to respond to any question in this Part V Yes No 6 7a 8a 9 Did the organization file Form 0-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 a d e a Did the organization engage in any signifiant ativity not previously reported to the IRS? If "Yes," provide a detailed desription of eah ativity in Shedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Were any signifiant hanges made to the organizing or governing douments? If "Yes," attah a onformed opy of the amended douments if they reflet a hange to the organization's name. Otherwise, explain the hange on Shedule O (see instrutions) ~~~~~~ 5a Did the organization have unrelated usiness gross inome of $,000 or more during the year from usiness ativities (suh as those reported on lines, 6a, and 7a, among others)? If "Yes" to line 5a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Shedule O ~~~~~~~~~~~ Was the organization a setion 50()(), 50()(5), or 50()(6) organization sujet to setion 60(e) notie, reporting, and proxy tax requirements during the year? If "Yes," omplete Shedule C, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization undergo a liquidation, dissolution, termination, or signifiant disposition of net assets during the year? If "Yes," omplete appliale parts of Shedule N Enter amount of politial expenditures, diret or indiret, as desried in the instrutions ~~~~~ 7a Did the organization orrow from, or make any loans to, any offier, diretor, trustee, or key employee or were any suh loans made in a prior year and still outstanding at the end of the tax year overed y this return? If "Yes," omplete Shedule L, Part II and enter the total amount involved ~~~~~~~~~~~~~~ 8 N/A Setion 50()(7) organizations. Enter: Initiation fees and apital ontriutions inluded on line 9 ~~~~~~~~~~~~~~~~~~~~~ Gross reeipts, inluded on line 9, for puli use of lu failities ~~~~~~~~~~~~~~~~~~ 0a Setion 50()() organizations. Enter amount of tax imposed on the organization during the year under: setion 9 ; setion 9 ; setion 955 Setion 50()() and 50()() organizations. Did the organization engage in any setion 958 exess enefit transation during the year, or did it engage in an exess enefit transation in a prior year that has not een reported on any of its prior Forms 990 or 990-EZ? If "Yes," omplete Shedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 50()() and 50()() organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under setions 9, 955, and 958 ~~~~~~~~~~~~~~~ Setion 50()() and 50()() organizations. Enter amount of tax on line 0 reimursed y the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transation? If "Yes," omplete Form 8886-T ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 0e List the states with whih a opy of this return is filed OR The organization's ooks are in are of JANET PLUMMER Telephone no. 50-6-69 Loated at 9 SW WASHINGTON, SUITE 00, PORTLAND, OR ZIP + 9705 At any time during the alendar year, did the organization have an interest in or a signature or other authority over a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign ountry: See the instrutions for exeptions and filing requirements for Form TD F 90-., Report of Foreign Bank and Finanial Aounts. At any time during the alendar year, did the organization maintain an offie outside of the U.S.? ~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign ountry: ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 97(a)() nonexempt haritale trusts filing Form 990-EZ in lieu of Form 0 - Chek here and enter the amount of tax-exempt interest reeived or arued during the tax year ~~~~~~~~~~~~~~~~~ N/A 9a 9 N/A N/A 5a 5 5 6 8a 0 N/A Yes No a d 7-5- Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must e ompleted instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospital failities during the year? If "Yes," Form 990 must e ompleted instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization reeive any payments for indoor tanning servies during the year? ~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line, has the organization filed a Form 70 to report these payments? If "No," provide an explanation in Shedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5a Did the organization have a ontrolled entity within the meaning of setion 5()()? ~~~~~~~~~~~~~~~~~~~~~~~~ 5 Did the organization reeive any payment from or engage in any transation with a ontrolled entity within the meaning of setion 5()()? If "Yes," Form 990 and Shedule R may need to e ompleted instead of Form 990-EZ (see instrutions) a d 5a 5 Yes No Form 990-EZ (0) 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Form 990-EZ (0) 6 50 OREGON SYMPHONY FOUNDATION 9-5609 Page Yes No Did the organization engage, diretly or indiretly, in politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If "Yes," omplete Shedule C, Part I Part VI Setion 50()() organizations only All setion 50()() organizations must answer questions 7-9 and 5, and omplete the tales for lines 50 and 5. Chek if the organization used Shedule O to respond to any question in this Part VI Yes No 7 8 Did the organization engage in loying ativities or have a setion 50(h) eletion in effet during the tax year? If "Yes," omplete Sh. C, Part II Is the organization a shool as desried in setion 70()()(A)(ii)? If "Yes," omplete Shedule E ~~~~~~~~~~~~~~~~~~~ 7 8 9a Did the organization make any transfers to an exempt non-haritale related organization? ~~~~~~~~~~~~~~~~~~~~~~ 9a If "Yes," was the related organization a setion 57 organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Complete this tale for the organization's five highest ompensated employees (other than offiers, diretors, trustees and key employees) who eah reeived more than $00,000 of ompensation from the organization. If there is none, enter "None." (a) Name and title of eah employee () Average hours () Reportale (d) Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to W-/099-MISC) employee enefit amount of other position plans, and deferred ompensation ompensation NONE 6 9 5 f Total numer of other employees paid over $00,000 ~~~~~~~~~~~~~~~~ Complete this tale for the organization's five highest ompensated independent ontrators who eah reeived more than $00,000 of ompensation from the organization. If there is none, enter "None." NONE (a) Name and usiness address of eah independent ontrator () Type of servie () Compensation d Total numer of other independent ontrators eah reeiving over $00,000 ~~~~~~~~~~~~~~ 5 Did the organization omplete Shedule A? Note. All setion 50()() organizations and 97(a)() nonexempt haritale trusts must attah a ompleted Shedule A Yes Under penalties of perjury, I delare that I have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than offier) is ased on all information of whih preparer has any knowledge. Sign Here = = Signature of offier JACK G. WILBORN, CHAIRMAN Type or print name and title Print/Type preparer's name Preparer's signature Date Chek if PTIN self- employed Paid SANG AHN P0050880 Preparer Firm's name MCDONALD JACOBS, P.C. Firm's EIN 9-0900579 Use Only 9 9 Firm's address 9 50 SW YAMHILL ST., STE 500 Phone no. 50 7-058 PORTLAND, OR 970 May the IRS disuss this return with the preparer shown aove? See instrutions Yes Date No No Form 990-EZ (0) 7-5- 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
SCHEDULE A OMB No. 55-007 (Form 990 or 990-EZ) Complete if the organization is a setion 50()() organization or a setion 97(a)() nonexempt haritale trust. Department of the Treasury Attah to Form 990 or Form 990-EZ. Open to Puli Internal Revenue Servie Information aout Shedule A (Form 990 or 990-EZ) and its instrutions is at www.irs.gov/form99 Inspetion Name of the organization Employer identifiation numer Part I The organization is not a private foundation eause it is: (For lines through, hek only one ox.) 5 6 7 8 9 0 e f g h A hurh, onvention of hurhes, or assoiation of hurhes desried in A shool desried in setion 70()()(A)(ii). (Attah Shedule E.) setion 70()()(A)(i). A hospital or a ooperative hospital servie organization desried in setion 70()()(A)(iii). A medial researh organization operated in onjuntion with a hospital desried in setion 70()()(A)(iii). Enter the hospital's name, ity, and state: An organization operated for the enefit of a ollege or university owned or operated y a governmental unit desried in setion 70()()(A)(iv). (Complete Part II.) A federal, state, or loal government or governmental unit desried in setion 70()()(A)(v). An organization that normally reeives a sustantial part of its support from a governmental unit or from the general puli desried in setion 70()()(A)(vi). (Complete Part II.) A ommunity trust desried in setion 70()()(A)(vi). (Complete Part II.) An organization that normally reeives: () more than / of its support from ontriutions, memership fees, and gross reeipts from ativities related to its exempt funtions - sujet to ertain exeptions, and () no more than / of its support from gross investment inome and unrelated usiness taxale inome (less setion 5 tax) from usinesses aquired y the organization after June 0, 975. See setion 509(a)(). (Complete Part III.) An organization organized and operated exlusively to test for puli safety. See setion 509(a)(). An organization organized and operated exlusively for the enefit of, to perform the funtions of, or to arry out the purposes of one or more pulily supported organizations desried in setion 509(a)() or setion 509(a)(). See setion 509(a)(). Chek the ox that desries the type of supporting organization and omplete lines e through h. a Type I Type II Type III - Funtionally integrated d Type III - Non-funtionally integrated By heking this ox, I ertify that the organization is not ontrolled diretly or indiretly y one or more disqualified persons other than foundation managers and other than one or more pulily supported organizations desried in setion 509(a)() or setion 509(a)(). If the organization reeived a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, hek this ox Sine August 7, 006, has the organization aepted any gift or ontriution from any of the following persons? (i) (ii) (iii) Puli Charity Status and Puli Support OREGON SYMPHONY FOUNDATION Reason for Puli Charity Status (All organizations must omplete this part.) See instrutions. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A person who diretly or indiretly ontrols, either alone or together with persons desried in (ii) and (iii) elow, the governing ody of the supported organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A family memer of a person desried in (i) aove? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A 5 ontrolled entity of a person desried in (i) or (ii) aove? ~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information aout the supported organization(s). 0 9-5609 g(i) g(ii) g(iii) Yes No (i) Name of supported (ii) EIN (iii) Type of organization (iv) Is the organization (v) Did you notify the (vi) Is the (vii) (desried on lines -9 in ol. (i) listed in your organization in ol. organization in ol. organization (i) organized in the aove or IRC setion governing doument? (i) of your support? U.S.? (see instrutions) ) Yes No Yes No Yes No OREGON SYMPHONY ASS 9-0657 9 Amount of monetary support Total LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule A (Form 990 or 990-EZ) 0 0 09-5- 5 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Shedule A (Form 990 or 990-EZ) 0 OREGON SYMPHONY FOUNDATION 9-5609 Part II Support Shedule for Organizations Desried in Setions 70()()(A)(iv) and 70()()(A)(vi) Calendar year (or fisal year eginning in) 5 Total. Add lines through ~~~ 6 Puli support. Sutrat line 5 from line. Calendar year (or fisal year eginning in) 7 8 9 0 Total support. Add lines 7 through 0 (a) 009 () 00 () 0 (d) 0 (e) 0 (f) Total (a) 009 () 00 () 0 (d) 0 (e) 0 (f) Total First five years. If the Form 990 is for the organization's first, seond, third, fourth, or fifth tax year as a setion 50()() organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 5 8 (Complete only if you heked the ox on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed elow, please omplete Part III.) Setion A. Puli Support Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf ~~~~ The value of servies or failities furnished y a governmental unit to the organization without harge ~ The portion of total ontriutions y eah person (other than a governmental unit or pulily supported organization) inluded on line that exeeds of the amount shown on line, olumn (f) ~~~~~~~~~~~~ Setion B. Total Support Amounts from line ~~~~~~~ Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures ~ Net inome from unrelated usiness ativities, whether or not the usiness is regularly arried on ~ Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part IV.) ~~~~ Gross reeipts from related ativities, et. (see instrutions) ~~~~~~~~~~~~~~~~~~~~~~~ Puli support perentage for 0 (line 6, olumn (f) divided y line, olumn (f)) ~~~~~~~~~~~~ Puli support perentage from 0 Shedule A, Part II, line ~~~~~~~~~~~~~~~~~~~~~ 6a / support test - If the organization did not hek the ox on line, and line is / or more, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ / support test - If the organization did not hek a ox on line or 6a, and line 5 is / or more, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a 0 -fats-and-irumstanes test - If the organization did not hek a ox on line, 6a, or 6, and line is 0 or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part IV how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~ 0 -fats-and-irumstanes test - If the organization did not hek a ox on line, 6a, 6, or 7a, and line 5 is 0 or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in Part IV how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~ Private foundation. If the organization did not hek a ox on line, 6a, 6, 7a, or 7, hek this ox and see instrutions 5 Page Shedule A (Form 990 or 990-EZ) 0 0 09-5- 6 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Shedule A (Form 990 or 990-EZ) 0 OREGON SYMPHONY FOUNDATION 9-5609 Part III Support Shedule for Organizations Desried in Setion 509(a)() Calendar year (or fisal year eginning in) 5 6 The value of servies or failities furnished y a governmental unit to the organization without harge ~ Total. Add lines through 5 ~~~ 7a Amounts inluded on lines,, and reeived from disqualified persons Amounts inluded on lines and reeived from other than disqualified persons that exeed the greater of $5,000 or of the amount on line for the year ~~~~~~ Add lines 7a and 7 ~~~~~~~ 8 Puli support (Sutrat line 7 from line 6.) Calendar year (or fisal year eginning in) 9 Amounts from line 6 ~~~~~~~ 0a Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures ~ (a) 009 () 00 () 0 (d) 0 (e) 0 (f) Total (a) 009 () 00 () 0 (d) 0 (e) 0 (f) Total hek this ox and stop here Setion C. Computation of Puli Support Perentage 5 6 Puli support perentage from 0 Shedule A, Part III, line 5 Setion D. Computation of Investment Inome Perentage 7 8 0 (Complete only if you heked the ox on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed elow, please omplete Part II.) Setion A. Puli Support Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Gross reeipts from admissions, merhandise sold or servies performed, or failities furnished in any ativity that is related to the organization's tax-exempt purpose Gross reeipts from ativities that are not an unrelated trade or usiness under setion 5 ~~~~~ Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf ~~~~ Setion B. Total Support Unrelated usiness taxale inome (less setion 5 taxes) from usinesses aquired after June 0, 975 ~~~~ Add lines 0a and 0 ~~~~~~ Net inome from unrelated usiness ativities not inluded in line 0, whether or not the usiness is regularly arried on ~~~~~~~ Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part IV.) ~~~~ Total support. (Add lines 9, 0,, and.) First five years. If the Form 990 is for the organization's first, seond, third, fourth, or fifth tax year as a setion 50()() organization, Page Puli support perentage for 0 (line 8, olumn (f) divided y line, olumn (f)) ~~~~~~~~~~~~ 5 Investment inome perentage for 0 (line 0, olumn (f) divided y line, olumn (f)) Investment inome perentage from 0 Shedule A, Part III, line 7 ~~~~~~~~~~~~~~~~~~ 6 ~~~~~~~~ 7 9a / support tests - If the organization did not hek the ox on line, and line 5 is more than /, and line 7 is not more than /, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~ / support tests - If the organization did not hek a ox on line or line 9a, and line 6 is more than /, and line 8 is not more than /, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~ Private foundation. If the organization did not hek a ox on line, 9a, or 9, hek this ox and see instrutions 0 09-5- Shedule A (Form 990 or 990-EZ) 0 7 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7 8
Shedule A (Form 990 or 990-EZ) 0 OREGON SYMPHONY FOUNDATION 9-5609 Page Part IV Supplemental Information. Provide the explanations required y Part II, line 0; Part II, line 7a or 7; and Part III, line. Also omplete this part for any additional information. (See instrutions). 0 09-5- Shedule A (Form 990 or 990-EZ) 0 8 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 990 or 990-EZ OMB No. 55-007 0 Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. Attah to Form 990 or 990-EZ. Open to Puli Information aout Shedule O (Form 990 or 990-EZ) and its instrutions is at www.irs.gov/form99 Inspetion Employer identifiation numer OREGON SYMPHONY FOUNDATION 9-5609 FORM 990-EZ, PART I, LINE 8, OTHER REVENUE: DESCRIPTION OF OTHER REVENUE: AMOUNT: TRANSFER FROM OREGON SYMPHONY ASSOCIATION 8,05. FORM 990-EZ, PART I, LINE 6, OTHER EPENSES: DESCRIPTION OF OTHER EPENSES: AMOUNT: DONOR STEWARDSHIP MEETING EPENSES 8,05. FORM 990-EZ, PART III, PRIMARY EEMPT PURPOSE - TO SUPPORT THE OREGON SYMPHONY ASSOCIATION (THE ASSOCIATION) BY ACTING AS TRUSTEE OF THE OREGON SYMPHONY ENDOWMENT FUND AND BY IMPLEMENTING FUND-RAISING PROGRAMS FOR THE ECLUSIVE BENEFIT OF THE PROGRAMS AND ACTIVITIES OF THE ASSOCIATION. FORM 990-EZ, PART III, LINE 8, PROGRAM SERVICE ACCOMPLISHMENTS: THE FOUNDATION SUPPORTED THE OREGON SYMPHONY ASSOCIATION, ACTING AS TRUSTEE FOR THE ASSOCIATION'S ENDOWMENT FUNDS, MAINTAINING FIDUCIARY RESPONSIBIITY FOR INVESTMENT OF THE FUNDS AND SEEKING OPPORTUNITIES TO RAISE NEW ENDOWMENT FUNDS ON BEHALF OF THE ASSOCIATION. FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. LHA 09-0- For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (0) 9 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Shedule O (Form 990 or 990-EZ) Name of the organization OREGON SYMPHONY FOUNDATION Part IV List of Offiers, Diretors, Trustees, and Key Employees. (a) Name and title List eah one even if not ompensated. (see the instrutions for Part IV.) Page Employer identifiation numer 9-5609 () Average hours () Reportale (d) Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to employee enefit amount of other W-/099-MISC) position plans, and deferred (If not paid, enter -0-) ompensation ompensation JANET PLUMMER CO-PRESIDENT.00 7 05-0- Shedule O (Form 990 or 990-EZ) 0 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7
Form 8868 (Rev. -0) If you are filing for an Additional (Not Automati) -Month Extension, omplete only Part II and hek this ox ~~~~~~~~~~ Note. Only omplete Part II if you have already een granted an automati -month extension on a previously filed Form 8868. If you are filing for an Automati -Month Extension, omplete only Part I (on page ). Part II Additional (Not Automati) -Month Extension of Time. Only file the original (no opies needed). Type or print File y the due date for filing your return. See instrutions. Name of exempt organization or other filer, see instrutions. OREGON SYMPHONY FOUNDATION Numer, street, and room or suite no. If a P.O. ox, see instrutions. 9 SW WASHINGTON, NO. 00 City, town or post offie, state, and ZIP ode. For a foreign address, see instrutions. PORTLAND, OR 9705 Page Enter filer's identifying numer, see instrutions Employer identifiation numer (EIN) or 9-5609 Soial seurity numer (SSN) Enter the Return ode for the return that this appliation is for (file a separate appliation for eah return) ~~~~~~~~~~~~~~~~~ 0 Appliation Is For Return Code Form 990 or Form 990-EZ 0 Form 990-BL 0 Form 70 (individual) 0 Form 990-PF 0 Form 990-T (se. 0(a) or 08(a) trust) 05 Form 990-T (trust other than aove) 06 Appliation Is For Return Code Form 0-A 08 Form 70 (other than individual) 09 Form 57 0 Form 6069 Form 8870 STOP! Do not omplete Part II if you were not already granted an automati -month extension on a previously filed Form 8868. JANET PLUMMER The ooks are in the are of 9 SW WASHINGTON, SUITE 00 - PORTLAND, OR 9705 Telephone No. 50-6-69 Fax No. 50-8-50 If the organization does not have an offie or plae of usiness in the United States, hek this ox ~~~~~~~~~~~~~~~~ If this is for a Group Return, enter the organization's four digit Group Exemption Numer (GEN). If this is for the whole group, hek this ox. If it is for part of the group, hek this ox and attah a list with the names and EINs of all memers the extension is for. I request an additional -month extension of time until MAY 5, 05. 5 For alendar year, or other tax year eginning JUL, 0, and ending JUN 0, 0. 6 If the tax year entered in line 5 is for less than months, hek reason: Change in aounting period Initial return Final return 7 State in detail why you need the extension ADDITIONAL TIME IS NEEDED TO OBTAIN THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN. 8a If this appliation is for Forms 990-BL, 990-PF, 990-T, 70, or 6069, enter the tentative tax, less any nonrefundale redits. See instrutions. If this appliation is for Forms 990-PF, 990-T, 70, or 6069, enter any refundale redits and estimated tax payments made. Inlude any prior year overpayment allowed as a redit and any amount paid previously with Form 8868. Balane due. Sutrat line 8 from line 8a. Inlude your payment with this form, if required, y using EFTPS (Eletroni Federal Tax Payment System). See instrutions. Signature and Verifiation must e ompleted for Part II only. 8a $ Under penalties of perjury, I delare that I have examined this form, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete, and that I am authorized to prepare this form. Signature Title CPA Date 8 8 $ $ Form 8868 (Rev. -0) 8 -- 505 7809 7 05080 OREGON SYMPHONY FOUNDATIO 7