Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 5,702,608 | 7,337,786 | 6,593,216 | 4,709,607 | 7,376,042 | 31,719,259 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 315,281 | 574,275 | 593,446 | 145,000 | 474,553 | 2,102,555 |
| 4 | Total. Add lines 1 through 3 | 6,017,889 | 7,912,061 | 7,186,662 | 4,854,607 | 7,850,595 | 33,821,814 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 1,413,047 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 32,408,767 | |||||
Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 6,017,889 | 7,912,061 | 7,186,662 | 4,854,607 | 7,850,595 | 33,821,814 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 41,856 | 70,930 | 100,074 | 96,848 | 167,669 | 477,377 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 10,716 | 8,239 | 20,827 | 3,068 | 5,586 | 48,436 |
| 11 | Total support. Add lines 7 through 10 | 34,347,627 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1: | THE GRANT PARK ORCHESTRAL ASSOCIATION (THE "ASSOCIATION") PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE "FESTIVAL"), ONE OF THE NATION'S FINEST, LONG-RUNNING FREE, SUMMER OUTDOOR CLASSICAL MUSIC SERIES, BRINGING DIVERSE AUDIENCES TOGETHER TO EXPERIENCE SYMPHONIC MUSIC IN ONE OF THE WORLD'S MOST MAGNIFICENT URBAN SETTINGS, THE JAY PRITZKER PAVILLION IN MILLENIUM PARK. AFTER THE ALL-VIRTUAL SEASON IN 2020, NECESSITATED BY THE COVID-19 PANDEMIC, THE FESTIVAL LAUNCHED A TRIUMPHANT RETURN TO MILLENNIUM PARK WITH AN EIGHT-WEEK SEASON OF FREE PERFORMANCES, JULY 2 TO AUGUST 21, 2021. WORKING WITHIN EVOLVING PUBLIC HEALTH GUIDELINES AND BEST PRACTICES, THE FESTIVAL ADJUSTED ITS SEASON REPERTOIRE TO REDUCE SYMPHONIC AND CHORAL FORCES; ACCOMMODATE SHORTER PROGRAM TIMES, AND RESCHEDULE GUEST ARTISTS, WORLD PREMIERES AND OTHER SPECIAL ACTIVITIES FOR FUTURE SEASONS. IN MANY INSTANCES, THESE ADJUSTMENTS MADE FOR SPECIAL OPPORTUNITIES TO EXPLORE MORE INTIMATE REPERTOIRE AND SHOWCASE THE EXTRAORDINARY TALENT OF LOCAL ARTISTS. THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. THE FESTIVAL CONTINUES TO BE THE SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE AND AROUND THE WORLD ARE CONNECTED THROUGH THE POWER OF MUSIC. |
| FORM 990, PART III, LINE 1: | THE GRANT PARK ORCHESTRAL ASSOCIATION (THE ASSOCIATION) PRODUCES THE GRANT PARK MUSIC FESTIVAL (THE FESTIVAL). THE FESTIVAL DEMONSTRATES THAT CLASSICAL MUSIC, PERFORMED BY A WORLD-CLASS ORCHESTRA AND CHORUS, CAN HAVE A TRANSFORMATIVE IMPACT ON THE CITY. SHOWCASED IN ONE OF THE CITY'S MOST SPECTACULAR SETTINGS, THE FESTIVAL CONTINUES TO BE A SUMMER GATHERING PLACE FOR ALL OF CHICAGO, WHERE PEOPLE FROM EVERY NEIGHBORHOOD, FROM ALL WALKS OF LIFE, AND FROM AROUND THE WORLD, ARE CONNECTED THROUGH THE POWER OF MUSIC. |
| FORM 990, PART III, LINE 4A: | IN 2021, THE GRANT PARK MUSIC FESTIVAL MARKED ITS 87TH SEASON OF BRINGING CHICAGOANS TOGETHER THROUGH THE SHARED EXPERIENCE OF LIVE SYMPHONIC MUSIC. GIVEN THE PIVOT TO A VIRTUAL SEASON OF PROGRAMMING IN 2020, THE RETURN TO LIVE PERFORMANCES IN MILLENNIUM PARK IN 2021 WAS ABSOLUTELY TRIUMPHANT. PUBLIC HEALTH GUIDELINES AND THE CRITICAL CONSIDERATION OF ARTIST, EMPLOYEE AND PATRON SAFETY DEMANDED THAT THE FESTIVAL ADJUST ITS PROGRAMMING TO REDUCE SYMPHONIC AND CHORAL FORCES ON STAGE AND ACCOMMODATE SHORTER PROGRAM TIMES. GIVEN COVID-19 RELATED TRAVEL RESTRICTIONS, GUEST ARTISTS, WORLD PREMIERES AND OTHER SPECIAL ACTIVITIES WERE POSTPONED TO FUTURE SEASONS. IN MANY INSTANCES, THESE ADJUSTMENTS MADE FOR SPECIAL OPPORTUNITIES TO EXPLORE MORE INTIMATE REPERTOIRE AND SHOWCASE THE EXTRAORDINARY TALENT OF LOCAL ARTISTS, INCLUDING MANY MEMBERS OF THE GRANT PARK CHORUS. NEARLY 140,000 CHICAGO RESIDENTS AND VISITORS ATTENDED THE FESTIVAL OVER THE EIGHT WEEK SEASON; CAPACITY CROWDS DEMONSTRATED HOW MUCH AUDIENCES HAD MISSED THE FESTIVAL AND LIVE MUSIC DURING THE WORST DAYS OF THE PANDEMIC. HIGHLIGHTS OF THE FESTIVAL'S 2021 SEASON INCLUDED RARELY HEARD CHORAL MASTERPIECES INCLUDING VIVALDI'S GLORIA, BRUCKNER'S E MINOR MASS AND HANDEL'S DETTINGEN TE DEUM. ORCHESTRAL PROGRAM HIGHLIGHTS INCLUDED THE GRIEG PIANO CONCERTO (SOLOIST JOYCE YANG), MARGARET BROUWER'S CONCERTO FOR VIOLA (SOLOIST MASUMI PER ROSTAD), SHOSTAKOVICH PIANO CONCERTO NO. 1 (SOLOIST NATASHA PAREMSKI WITH CONDUCTOR EUN SUN KIM), SAVERIO MERCADANTE'S FLUE CONCERTO IN E MINOR (SOLOIST ANTHONY TRIONFO) AND SIBELIUS' VIOLIN CONCERTO (SOLOIST AUGUSTIN HADELICH). |
| FORM 990, PART III, LINE 4B: | IN 2021, THE FESTIVAL WAS ABLE TO RELAUNCH SEVERAL OF ITS MOST BELOVED EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT WERE ON FORCED HIATUS IN 2020. WHILE SOME PROGRAMS WERE MODIFIED DUE TO PUBLIC HEALTH GUIDANCE, THE FESTIVAL WAS THRILLED TO AGAIN REACH AUDIENCES ACROSS CHICAGO WITH LIFELONG LEARNING AND ARTIST DEVELOPMENT PROGRAMS. IN 2021, THE PROJECT INCLUSION STRING FELLOWSHIP RETURNED. FOUR BIPOC ARTISTS PARTICIPATED IN THE FELLOWSHIP, TAKING PART IN 40 REHEARSALS, TWENTY SIX PERFORMANCES, TWO HIGH PROFILE RECITALS, AND MANY CAREER DEVELOPMENT WORKSHOPS, MOCK AUDITIONS, PRIVATE LESSONS AND COACHING SESSIONS. AS PART OF THEIR FELLOWSHIP, THE PROJECT INCLUSION STRING QUARTET GAVE CONCERTS AT SIX CHICAGO PARKS, PRIMARILY LOCATED ON THE SOUTH AND WEST SIDES. INCREASED PROMOTION VIA SOCIAL MEDIA ADS, POSTERS, FLYERS AND TARGETED MAILINGS RESULTED IN ATTENDANCE THAT WAS NEARLY TRIPLE PRE-PANDEMIC TOTALS. IN 2021, THE FESTIVAL TOOK ITS POPULAR CLASSICAL CAMPERS PROGRAM ON THE ROAD TO EIGHT NEIGHBORHOOD PARKS ON THE SOUTH AND WEST SIDES OF CHICAGO, DELIVERING A FUN AND INTERACTIVE KIDS CONCERT FEATURING THE PROJECT INCLUSION STRING QUARTET AND THE FESTIVAL'S EDUCATION STAFF. PRE-CONCERT LECTURES WERE OFFERED VIRTUALLY AGAIN IN 2021, PROVIDING "BEHIND-THE-MUSIC" INTERVIEWS WITH GUEST ARTISTS AND COMPOSERS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER OF THE BOARD AND ONE CHAIR FROM EACH OF THE STANDING COMMITTEES (DEVELOPMENT/MEMBERSHIP, FINANCE, NOMINATING/GOVERNANCE, GOVERNMENT AFFAIRS, AND EDUCATION/COMMUNITY ENGAGEMENT) AND TWO AT-LARGE MEMBERS. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE EXECUTIVE COMMITTEE. WITH THE EXCEPTION OF CHANGES TO THE BYLAWS, THE EXECUTIVE COMMITTEE IS SPECIFICALLY DELEGATED THE AUTHORITY OF THE BOARD TO ACT ON BEHALF OF THE BOARD ON MATTERS REQUIRING BOARD ACTION BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. THE EXECUTIVE COMMITTEE MAINTAINS REGULAR MINUTES OF ALL SUCH ACTIONS AND ON OTHER PROCEEDINGS AND REPORTS THE SAME TO THE BOARD OF DIRECTORS AT EACH REGULAR MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECEIVES THE FINAL DRAFT FORM 990 PACKAGE VIA EMAIL; MEMBERS CONDUCT THEIR REVIEWS OF THE MATERIAL INDEPENDENTLY AND ASK QUESTIONS OF MANAGEMENT AS NEEDED. ONCE ALL NECESSARY FEEDBACK IS RECEIVED AND COMMITTEE MEMBER QUESTIONS HAVE BEEN ANSWERED, MANAGEMENT SEEKS AN APPROVAL VOTE VIA EMAIL. ONCE AT LEAST A SUPER MAJORITY OF MEMBERS HAVE REGISTERED THEIR APPROVAL VOTE, THE FORM 990 IS FILED. THIS PROCESS IS BEGUN IN ADVANCE OF THE RETURN DEADLINES TO ENSURE AMPLE TIME IS PROVIDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST AND RELATIONSHIP DISCLOSURE STATEMENT ANNUALLY. DURING THE COURSE OF THE YEAR, IN THE EVENT THAT AN OFFICER OR DIRECTOR DETERMINES THAT HE OR SHE HAS A CONFLICT OF INTEREST ON A PARTICULAR MATTER BEFORE THE BOARD, HE OR SHE SHALL DISCLOSE THE CONFLICT TO THE BOARD OF DIRECTORS. THE OFFICER OR DIRECTOR WOULD THEN BE PROHIBITED FROM PARTICIPATING IN DISCUSSION AND VOTING ON THE MATTER AT HAND, UNLESS A MAJORITY OF THE DISINTERESTED DIRECTORS PRESENT DETERMINES OTHERWISE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS HAS REMANDED THE CEO'S ANNUAL REVIEW PROCESS TO THE EXECUTIVE COMMITTEE. IN ADDITION TO REVIEWING THE CEO'S PERFORMANCE, THE EXECUTIVE COMMITTEE ALSO REVIEWED THE COMPENSATION OF THE CEO. THE COMMITTEE USED EXECUTIVE COMPENSATION DATA GATHERED BY THE LEAGUE OF AMERICAN ORCHESTRAS, A NATIONAL ASSOCIATION SERVING THE ORCHESTRAL MUSIC INDUSTRY, TO RESEARCH COMPARABLE COMPENSATION RATES AT SIMILARLY SIZED AND ORGANIZED INSTITUTIONS. CONTEMPORANEOUS RECORDS OF THE DELIBERATION AND REVIEW PROCESS WERE KEPT AND HAVE BEEN RETAINED BY THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INDIVIDUALS MAY REQUEST COPIES OF THE DOCUMENTS BY CONTACTING THE ASSOCIATION'S OFFICE BY PHONE, MAIL OR EMAIL. |
| FORM 990, PART IX, LINE 11G | PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 476,759. MANAGEMENT AND GENERAL EXPENSES 3,375. FUNDRAISING EXPENSES 3,965. TOTAL EXPENSES 484,099. PERFORMANCE FEES: PROGRAM SERVICE EXPENSES 307,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,453. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 55,871. MANAGEMENT AND GENERAL EXPENSES 71,523. FUNDRAISING EXPENSES 212,363. TOTAL EXPENSES 339,757. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 27,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,993. TOTAL EXPENSES 48,779. COMMISSIONING FEES: PROGRAM SERVICE EXPENSES 37,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,500. |
| FORM 990, PART XII, LINE 2C: | GRANT PARK ORCHESTRAL ASSOCIATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| Software ID: | |
| Software Version: |