TY 2022 Form 990EZ

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
DAVID J CHAVOLLA TRUSTEE	2.00	0
PHILIP KEEVIL TRUSTEE	2.00	0
KATHRYN MCDOWELL TRUSTEE	1.00	0
DAVID ALBERMAN TRUSTEE	1.00	0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

AMERICAN LONDON SYMPHONY ORCHESTRA
FOUNDATION

Employer identification number

04-2705403

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	89,925	49,505	98,428	51,713	51,101	340,672
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..
4	Total. Add lines 1 through 3	89,925	49,505	98,428	51,713	51,101	340,672
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) ..						245,606
6	Public support. Subtract line 5 from line 4.						95,066

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	89,925	49,505	98,428	51,713	51,101	340,672
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
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.)..
11	Total support. Add lines 7 through 10						340,672

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

27.910 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

27.140 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
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)
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):
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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

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 2022 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-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
PUBLIC SERVICES: THE AMERICAN LSO FOUNDATION WAS FORMED TO SUPPORT THE ORCHESTRA'S WORK IN THE USA AND ACROSS THE WORLD. SUPPORTERS OF THE FOUNDATION ARE OFFERED THE OPPORTUNITY TO BUILD A CLOSER RELATIONSHIP WITH THE ORCHESTRA BOTH IN THE STATES AND AT HOME IN LONDON. SOURCES OF SUPPORT: SUPPORT IS SOUGHT FROM FRIENDS AND PATRONS OF LSO, AMONG OTHER SOURCES. GOVERNING BODY (TRUSTEES): DAVID CHAVOLLA DAVID J. CHAVOLLA IS A PARTNER IN THE BUSINESS LAW PRACTICE GROUP. HE CONCENTRATES IN THE REPRESENTATION AND COUNSELING OF PRIVATELY HELD BUSINESS ORGANIZATIONS IN ALL ASPECTS OF THEIR LEGAL AFFAIRS. DAVID HAS SERVED AS OUTSIDE GENERAL COUNSEL TO A WIDE RANGE OF CLIENTS, INCLUDING MANUFACTURERS AND DISTRIBUTORS OF COMMERCIAL AND CONSUMER PRODUCTS AND SERVICES, SOFTWARE DEVELOPERS AND PROVIDERS, ENERGY MANAGEMENT FIRMS, COMMUNICATIONS COMPANIES, CONSULTING FIRMS AND PROFESSIONAL ORGANIZATIONS. HE IS RESPONSIBLE FOR ALL ASPECTS OF CLIENTS' CORPORATE LEGAL AFFAIRS INCLUDING ORGANIZATIONAL, CAPITAL STRUCTURE AND STOCKHOLDER ISSUES, EMPLOYMENT MATTERS, PROTECTION OF INTELLECTUAL PROPERTY, BORROWING RELATIONSHIPS, REAL ESTATE AND CONTRACT ISSUES. DAVID REGULARLY REPRESENTS CORPORATE AND OTHER BUSINESS CLIENTS IN COMPLEX BUSINESS TRANSACTIONS INCLUDING MERGERS, ACQUISITIONS, REORGANIZATIONS AND JOINT VENTURES INVOLVING U.S. DOMESTIC AND INTERNATIONAL BUSINESS ENTITIES. HE IS ALSO FREQUENTLY INVOLVED IN REPRESENTATION OF PUBLIC AND PRIVATE COMPANIES IN OVERSEAS TRANSACTIONS AND REPRESENTATION OF FOREIGN ENTITIES IN U.S. ACTIVITIES, BOTH AS U.S. GENERAL COUNSEL AND SPECIAL COUNSEL IN CONNECTION WITH SPECIFIC TRANSACTIONS. DAVID HAS EXTENSIVE EXPERIENCE WITH FINANCIAL TRANSACTIONS, INCLUDING PRIVATE PLACEMENTS AND OTHER CAPITAL FORMATION ACTIVITIES, SECURED AND UNSECURED BANK AND OTHER INSTITUTIONAL FINANCING AND CREDIT FACILITIES. HE HAS REPRESENTED FIRMS IN INITIAL PUBLIC OFFERINGS AND ONGOING SEC COMPLIANCE WORK. HIS EXPERIENCE INCLUDES COUNSELING ON ISSUES INVOLVING THE INVESTMENT COMPANY ACT AND THE INVESTMENT ADVISORS ACT. KATHRYN MCDOWELL KATHRYN MCDOWELL JOINED THE LONDON SYMPHONY ORCHESTRA AS MANAGING DIRECTOR IN 2005. SHE WAS BROUGHT UP IN NORTHERN IRELAND AND READ MUSIC AT EDINBURGH UNIVERSITY. IN THE MID-EIGHTIES KATHRYN BECAME ONE OF THE FIRST EDUCATION AND COMMUNITY MANAGERS WITH ORCHESTRAS, CREATING AN EXTENSIVE PROGRAMME WITH THE SCOTTISH CHAMBER ORCHESTRA, AND LEADING THE ABO'S FIRST NATIONAL EDUCATION PROJECT. SHE ALSO WORKED WITH WELSH NATIONAL OPERA AND THE ULSTER ORCHESTRA, BEFORE BECOMING MUSIC DIRECTOR OF THE ARTS COUNCIL OF ENGLAND IN THE NINETIES. SINCE THEN, SHE LED THE BID FOR THE CREATION OF THE WALES MILLENNIUM CENTRE AND DIRECTED THE CITY OF LONDON FESTIVAL. KATHRYN IS A TRUSTEE OF THE LEEDS INTERNATIONAL PIANO COMPETITION AND A MEMBER OF THE ST. PAUL'S CATHEDRAL COUNCIL. SHE WAS CHAIR OF THE ASSOCIATION OF BRITISH ORCHESTRAS (2014- 2017); CHAIR OF THE ABO'S SUSTAINABLE TOURING REVIEW (2007-2010); CHAIR OF THE FAMILY FRIENDLY ARTS CAMPAIGN (2011-2015); A TRUSTEE OF THE ROYAL PHILHARMONIC SOCIETY (1999-2006); AND A GOVERNOR OF THE GUILDHALL SCHOOL OF MUSIC AND DRAMA (2007-2016). SHE HOLDS HONORARY AWARDS FROM TRINITY COLLEGE, THE ROYAL COLLEGE OF MUSIC AND THE GUILDHALL SCHOOL OF MUSIC AND DRAMA. SHE WAS APPOINTED A DEPUTY LIEUTENANT OF GREATER LONDON IN 2009, AWARDED A CBE IN THE 2011 QUEEN'S BIRTHDAY HONOURS, AND IN 2017 WAS MADE A FREEMAN (BY SPECIAL NOMINATION) OF THE CITY OF LONDON. PHILIP KEEVIL A SENIOR INVESTMENT BANKER WITH 44 YEARS' GLOBAL EXPERIENCE IN PUBLIC AND PRIVATE NON-EXEC BOARD EXPERIENCE. C-SUITE AND BOARD LEVEL RELATIONSHIPS WITH MAJOR CORPORATES AND FUNDS GLOBALLY. GP AND LP PRIVATE EQUITY FUND EXPERIENCE. ONE OF THE LEADING PROPONENTS OF, AND ADVISORS ON, CROSS BORDER MERGERS & ACQUISITIONS. SIGNIFICANT RISK MANAGEMENT EXPERIENCE IN REVIEWING, APPROVING AND EXECUTING GLOBAL CAPITAL MARKETS ISSUES; FOR 8 YEARS CHAIRMAN OF A LEADING INTERNATIONAL RISK MANAGEMENT CONSULTING FIRM. FREQUENT INTERVIEWS ON BLOOMBERG TV ON M&A AND OTHER FINANCE TOPICS. FCA AND FINRA REGISTERED. SPECIALTIES: MERGERS AND ACQUISITIONS, CORPORATE FINANCE, RISK MANAGEMENT. DAVID ALBERMAN BORN IN LONDON, DAVID ALBERMAN RECEIVED HIS LRAM DIPLOMA FROM THE ROYAL ACADEMY OF MUSIC AT 16. AFTER PLAYING WITH THE ACADEMY OF ST MARTIN IN THE FIELDS AND THE LSO, HE BECAME A CONCERTMASTER OF THE CHAMBER ORCHESTRA OF EUROPE. A LONG-STANDING INTEREST IN CONTEMPORARY MUSIC LED HIM IN 1986 TO JOIN THE INTERNATIONALLY RENOWNED ARDITTI QUARTET, WITH WHOM HE TOOK PART IN THE WORLD PREMIERES OF MORE THAN 200 WORKS AND MADE A NUMBER OF RECORDINGS WHICH WON PRIZES INTERNATIONALLY. IN 1995 HE FORMED A DUO WITH PIANIST ROLF HIND, AND, IN 1998, BECAME PRINCIPAL SECOND VIOLIN OF THE LSO. DAVID ENJOYS COACHING, HAS APPEARED AS GUEST CONCERTMASTER FOR THE LSO, LONDON PHILHARMONIC, BBC SYMPHONY, BBC SCOTTISH SYMPHONY, SCOTTISH CHAMBER AND BERGEN PHILHARMONIC ORCHESTRAS, AND THE BAYRISCHER RUNDFUNKORCHESTER, AND AS SOLOIST WITH THE ORCHESTRE DE LILLE, BBC NATIONAL ORCHESTRA OF WALES AND THE ORF RADIO SYMPHONY ORCHESTRA IN VIENNA, AMONG OTHERS. DAVID RESIGNED MAY 8, 2023, AND WAS REPLACED BY SARAH QUINN. SARAH QUINN BORN IN DUBLIN, SARAH QUINN BEGAN PLAYING THE VIOLIN AT THE AGE OF EIGHT. KEEN TO PURSUE A CAREER IN MUSIC, SHE MOVED TO LONDON TO STUDY AT THE ROYAL COLLEGE OF MUSIC, WHERE SHE WAS THE RECIPIENT OF MANY AWARDS AND PRIZES. WHILST A STUDENT AT THE RCM, SARAH WAS AWARDED A PLACE ON THE LSO STRING EXPERIENCE SCHEME. SARAH JOINED THE LSO IN 1998 HAVING GRADUATED FROM THE RCM WITH DISTINCTION. IN ADDITION TO HER BUSY SCHEDULE AT THE LSO, SARAH IS IN DEMAND AS A TEACHER AND REGULARLY TUTORS AT THE RCM, RAM AND GSMD. SHE HAS ALSO WORKED EXTENSIVELY WITH YOUTH ORCHESTRAS AND IS PASSIONATE ABOUT WORKING WITH YOUNG MUSICIANS. SARAH IS REGULARLY INVOLVED WITH ALL ASPECTS OF LSO DISCOVERY, WORKING IN SCHOOLS AND IN THE COMMUNITY.

Facts And Circumstances Test

PUBLIC SERVICES: THE AMERICAN LSO FOUNDATION WAS FORMED TO SUPPORT THE ORCHESTRA'S WORK IN THE USA AND ACROSS THE WORLD. SUPPORTERS OF THE FOUNDATION ARE OFFERED THE OPPORTUNITY TO BUILD A CLOSER RELATIONSHIP WITH THE ORCHESTRA BOTH IN THE STATES AND AT HOME IN LONDON. SOURCES OF SUPPORT: SUPPORT IS SOUGHT FROM FRIENDS AND PATRONS OF LSO, AMONG OTHER SOURCES. GOVERNING BODY (TRUSTEES): DAVID CHAVOLLA DAVID J. CHAVOLLA IS A PARTNER IN THE BUSINESS LAW PRACTICE GROUP. HE CONCENTRATES IN THE REPRESENTATION AND COUNSELING OF PRIVATELY HELD BUSINESS ORGANIZATIONS IN ALL ASPECTS OF THEIR LEGAL AFFAIRS. DAVID HAS SERVED AS OUTSIDE GENERAL COUNSEL TO A WIDE RANGE OF CLIENTS, INCLUDING MANUFACTURERS AND DISTRIBUTORS OF COMMERCIAL AND CONSUMER PRODUCTS AND SERVICES, SOFTWARE DEVELOPERS AND PROVIDERS, ENERGY MANAGEMENT FIRMS, COMMUNICATIONS COMPANIES, CONSULTING FIRMS AND PROFESSIONAL ORGANIZATIONS. HE IS RESPONSIBLE FOR ALL ASPECTS OF CLIENTS' CORPORATE LEGAL AFFAIRS INCLUDING ORGANIZATIONAL, CAPITAL STRUCTURE AND STOCKHOLDER ISSUES, EMPLOYMENT MATTERS, PROTECTION OF INTELLECTUAL PROPERTY, BORROWING RELATIONSHIPS, REAL ESTATE AND CONTRACT ISSUES. DAVID REGULARLY REPRESENTS CORPORATE AND OTHER BUSINESS CLIENTS IN COMPLEX BUSINESS TRANSACTIONS INCLUDING MERGERS, ACQUISITIONS, REORGANIZATIONS AND JOINT VENTURES INVOLVING U.S. DOMESTIC AND INTERNATIONAL BUSINESS ENTITIES. HE IS ALSO FREQUENTLY INVOLVED IN REPRESENTATION OF PUBLIC AND PRIVATE COMPANIES IN OVERSEAS TRANSACTIONS AND REPRESENTATION OF FOREIGN ENTITIES IN U.S. ACTIVITIES, BOTH AS U.S. GENERAL COUNSEL AND SPECIAL COUNSEL IN CONNECTION WITH SPECIFIC TRANSACTIONS. DAVID HAS EXTENSIVE EXPERIENCE WITH FINANCIAL TRANSACTIONS, INCLUDING PRIVATE PLACEMENTS AND OTHER CAPITAL FORMATION ACTIVITIES, SECURED AND UNSECURED BANK AND OTHER INSTITUTIONAL FINANCING AND CREDIT FACILITIES. HE HAS REPRESENTED FIRMS IN INITIAL PUBLIC OFFERINGS AND ONGOING SEC COMPLIANCE WORK. HIS EXPERIENCE INCLUDES COUNSELING ON ISSUES INVOLVING THE INVESTMENT COMPANY ACT AND THE INVESTMENT ADVISORS ACT. KATHRYN MCDOWELL KATHRYN MCDOWELL JOINED THE LONDON SYMPHONY ORCHESTRA AS MANAGING DIRECTOR IN 2005. SHE WAS BROUGHT UP IN NORTHERN IRELAND AND READ MUSIC AT EDINBURGH UNIVERSITY. IN THE MID-EIGHTIES KATHRYN BECAME ONE OF THE FIRST EDUCATION AND COMMUNITY MANAGERS WITH ORCHESTRAS, CREATING AN EXTENSIVE PROGRAMME WITH THE SCOTTISH CHAMBER ORCHESTRA, AND LEADING THE ABO'S FIRST NATIONAL EDUCATION PROJECT. SHE ALSO WORKED WITH WELSH NATIONAL OPERA AND THE ULSTER ORCHESTRA, BEFORE BECOMING MUSIC DIRECTOR OF THE ARTS COUNCIL OF ENGLAND IN THE NINETIES. SINCE THEN, SHE LED THE BID FOR THE CREATION OF THE WALES MILLENNIUM CENTRE AND DIRECTED THE CITY OF LONDON FESTIVAL. KATHRYN IS A TRUSTEE OF THE LEEDS INTERNATIONAL PIANO COMPETITION AND A MEMBER OF THE ST. PAUL'S CATHEDRAL COUNCIL. SHE WAS CHAIR OF THE ASSOCIATION OF BRITISH ORCHESTRAS (2014- 2017); CHAIR OF THE ABO'S SUSTAINABLE TOURING REVIEW (2007-2010); CHAIR OF THE FAMILY FRIENDLY ARTS CAMPAIGN (2011-2015); A TRUSTEE OF THE ROYAL PHILHARMONIC SOCIETY (1999-2006); AND A GOVERNOR OF THE GUILDHALL SCHOOL OF MUSIC AND DRAMA (2007-2016). SHE HOLDS HONORARY AWARDS FROM TRINITY COLLEGE, THE ROYAL COLLEGE OF MUSIC AND THE GUILDHALL SCHOOL OF MUSIC AND DRAMA. SHE WAS APPOINTED A DEPUTY LIEUTENANT OF GREATER LONDON IN 2009, AWARDED A CBE IN THE 2011 QUEEN'S BIRTHDAY HONOURS, AND IN 2017 WAS MADE A FREEMAN (BY SPECIAL NOMINATION) OF THE CITY OF LONDON. PHILIP KEEVIL A SENIOR INVESTMENT BANKER WITH 44 YEARS' GLOBAL EXPERIENCE IN PUBLIC AND PRIVATE NON-EXEC BOARD EXPERIENCE. C-SUITE AND BOARD LEVEL RELATIONSHIPS WITH MAJOR CORPORATES AND FUNDS GLOBALLY. GP AND LP PRIVATE EQUITY FUND EXPERIENCE. ONE OF THE LEADING PROPONENTS OF, AND ADVISORS ON, CROSS BORDER MERGERS & ACQUISITIONS. SIGNIFICANT RISK MANAGEMENT EXPERIENCE IN REVIEWING, APPROVING AND EXECUTING GLOBAL CAPITAL MARKETS ISSUES; FOR 8 YEARS CHAIRMAN OF A LEADING INTERNATIONAL RISK MANAGEMENT CONSULTING FIRM. FREQUENT INTERVIEWS ON BLOOMBERG TV ON M&A AND OTHER FINANCE TOPICS. FCA AND FINRA REGISTERED. SPECIALTIES: MERGERS AND ACQUISITIONS, CORPORATE FINANCE, RISK MANAGEMENT. DAVID ALBERMAN BORN IN LONDON, DAVID ALBERMAN RECEIVED HIS LRAM DIPLOMA FROM THE ROYAL ACADEMY OF MUSIC AT 16. AFTER PLAYING WITH THE ACADEMY OF ST MARTIN IN THE FIELDS AND THE LSO, HE BECAME A CONCERTMASTER OF THE CHAMBER ORCHESTRA OF EUROPE. A LONG-STANDING INTEREST IN CONTEMPORARY MUSIC LED HIM IN 1986 TO JOIN THE INTERNATIONALLY RENOWNED ARDITTI QUARTET, WITH WHOM HE TOOK PART IN THE WORLD PREMIERES OF MORE THAN 200 WORKS AND MADE A NUMBER OF RECORDINGS WHICH WON PRIZES INTERNATIONALLY. IN 1995 HE FORMED A DUO WITH PIANIST ROLF HIND, AND, IN 1998, BECAME PRINCIPAL SECOND VIOLIN OF THE LSO. DAVID ENJOYS COACHING, HAS APPEARED AS GUEST CONCERTMASTER FOR THE LSO, LONDON PHILHARMONIC, BBC SYMPHONY, BBC SCOTTISH SYMPHONY, SCOTTISH CHAMBER AND BERGEN PHILHARMONIC ORCHESTRAS, AND THE BAYRISCHER RUNDFUNKORCHESTER, AND AS SOLOIST WITH THE ORCHESTRE DE LILLE, BBC NATIONAL ORCHESTRA OF WALES AND THE ORF RADIO SYMPHONY ORCHESTRA IN VIENNA, AMONG OTHERS. DAVID RESIGNED MAY 8, 2023, AND WAS REPLACED BY SARAH QUINN. SARAH QUINN BORN IN DUBLIN, SARAH QUINN BEGAN PLAYING THE VIOLIN AT THE AGE OF EIGHT. KEEN TO PURSUE A CAREER IN MUSIC, SHE MOVED TO LONDON TO STUDY AT THE ROYAL COLLEGE OF MUSIC, WHERE SHE WAS THE RECIPIENT OF MANY AWARDS AND PRIZES. WHILST A STUDENT AT THE RCM, SARAH WAS AWARDED A PLACE ON THE LSO STRING EXPERIENCE SCHEME. SARAH JOINED THE LSO IN 1998 HAVING GRADUATED FROM THE RCM WITH DISTINCTION. IN ADDITION TO HER BUSY SCHEDULE AT THE LSO, SARAH IS IN DEMAND AS A TEACHER AND REGULARLY TUTORS AT THE RCM, RAM AND GSMD. SHE HAS ALSO WORKED EXTENSIVELY WITH YOUTH ORCHESTRAS AND IS PASSIONATE ABOUT WORKING WITH YOUNG MUSICIANS. SARAH IS REGULARLY INVOLVED WITH ALL ASPECTS OF LSO DISCOVERY, WORKING IN SCHOOLS AND IN THE COMMUNITY.

Return Reference	Explanation
PART II, LINE 17A	PUBLIC SERVICES: THE AMERICAN LSO FOUNDATION WAS FORMED TO SUPPORT THE ORCHESTRA'S WORK IN THE USA AND ACROSS THE WORLD. SUPPORTERS OF THE FOUNDATION ARE OFFERED THE OPPORTUNITY TO BUILD A CLOSER RELATIONSHIP WITH THE ORCHESTRA BOTH IN THE STATES AND AT HOME IN LONDON. SOURCES OF SUPPORT: SUPPORT IS SOUGHT FROM FRIENDS AND PATRONS OF LSO, AMONG OTHER SOURCES. GOVERNING BODY (TRUSTEES): DAVID CHAVOLLA DAVID J. CHAVOLLA IS A PARTNER IN THE BUSINESS LAW PRACTICE GROUP. HE CONCENTRATES IN THE REPRESENTATION AND COUNSELING OF PRIVATELY HELD BUSINESS ORGANIZATIONS IN ALL ASPECTS OF THEIR LEGAL AFFAIRS. DAVID HAS SERVED AS OUTSIDE GENERAL COUNSEL TO A WIDE RANGE OF CLIENTS, INCLUDING MANUFACTURERS AND DISTRIBUTORS OF COMMERCIAL AND CONSUMER PRODUCTS AND SERVICES, SOFTWARE DEVELOPERS AND PROVIDERS, ENERGY MANAGEMENT FIRMS, COMMUNICATIONS COMPANIES, CONSULTING FIRMS AND PROFESSIONAL ORGANIZATIONS. HE IS RESPONSIBLE FOR ALL ASPECTS OF CLIENTS' CORPORATE LEGAL AFFAIRS INCLUDING ORGANIZATIONAL, CAPITAL STRUCTURE AND STOCKHOLDER ISSUES, EMPLOYMENT MATTERS, PROTECTION OF INTELLECTUAL PROPERTY, BORROWING RELATIONSHIPS, REAL ESTATE AND CONTRACT ISSUES. DAVID REGULARLY REPRESENTS CORPORATE AND OTHER BUSINESS CLIENTS IN COMPLEX BUSINESS TRANSACTIONS INCLUDING MERGERS, ACQUISITIONS, REORGANIZATIONS AND JOINT VENTURES INVOLVING U.S. DOMESTIC AND INTERNATIONAL BUSINESS ENTITIES. HE IS ALSO FREQUENTLY INVOLVED IN REPRESENTATION OF PUBLIC AND PRIVATE COMPANIES IN OVERSEAS TRANSACTIONS AND REPRESENTATION OF FOREIGN ENTITIES IN U.S. ACTIVITIES, BOTH AS U.S. GENERAL COUNSEL AND SPECIAL COUNSEL IN CONNECTION WITH SPECIFIC TRANSACTIONS. DAVID HAS EXTENSIVE EXPERIENCE WITH FINANCIAL TRANSACTIONS, INCLUDING PRIVATE PLACEMENTS AND OTHER CAPITAL FORMATION ACTIVITIES, SECURED AND UNSECURED BANK AND OTHER INSTITUTIONAL FINANCING AND CREDIT FACILITIES. HE HAS REPRESENTED FIRMS IN INITIAL PUBLIC OFFERINGS AND ONGOING SEC COMPLIANCE WORK. HIS EXPERIENCE INCLUDES COUNSELING ON ISSUES INVOLVING THE INVESTMENT COMPANY ACT AND THE INVESTMENT ADVISORS ACT. KATHRYN MCDOWELL KATHRYN MCDOWELL JOINED THE LONDON SYMPHONY ORCHESTRA AS MANAGING DIRECTOR IN 2005. SHE WAS BROUGHT UP IN NORTHERN IRELAND AND READ MUSIC AT EDINBURGH UNIVERSITY. IN THE MID-EIGHTIES KATHRYN BECAME ONE OF THE FIRST EDUCATION AND COMMUNITY MANAGERS WITH ORCHESTRAS, CREATING AN EXTENSIVE PROGRAMME WITH THE SCOTTISH CHAMBER ORCHESTRA, AND LEADING THE ABO'S FIRST NATIONAL EDUCATION PROJECT. SHE ALSO WORKED WITH WELSH NATIONAL OPERA AND THE ULSTER ORCHESTRA, BEFORE BECOMING MUSIC DIRECTOR OF THE ARTS COUNCIL OF ENGLAND IN THE NINETIES. SINCE THEN, SHE LED THE BID FOR THE CREATION OF THE WALES MILLENNIUM CENTRE AND DIRECTED THE CITY OF LONDON FESTIVAL. KATHRYN IS A TRUSTEE OF THE LEEDS INTERNATIONAL PIANO COMPETITION AND A MEMBER OF THE ST. PAUL'S CATHEDRAL COUNCIL. SHE WAS CHAIR OF THE ASSOCIATION OF BRITISH ORCHESTRAS (2014- 2017); CHAIR OF THE ABO'S SUSTAINABLE TOURING REVIEW (2007-2010); CHAIR OF THE FAMILY FRIENDLY ARTS CAMPAIGN (2011-2015); A TRUSTEE OF THE ROYAL PHILHARMONIC SOCIETY (1999-2006); AND A GOVERNOR OF THE GUILDHALL SCHOOL OF MUSIC AND DRAMA (2007-2016). SHE HOLDS HONORARY AWARDS FROM TRINITY COLLEGE, THE ROYAL COLLEGE OF MUSIC AND THE GUILDHALL SCHOOL OF MUSIC AND DRAMA. SHE WAS APPOINTED A DEPUTY LIEUTENANT OF GREATER LONDON IN 2009, AWARDED A CBE IN THE 2011 QUEEN'S BIRTHDAY HONOURS, AND IN 2017 WAS MADE A FREEMAN (BY SPECIAL NOMINATION) OF THE CITY OF LONDON. PHILIP KEEVIL A SENIOR INVESTMENT BANKER WITH 44 YEARS' GLOBAL EXPERIENCE IN PUBLIC AND PRIVATE NON-EXEC BOARD EXPERIENCE. C-SUITE AND BOARD LEVEL RELATIONSHIPS WITH MAJOR CORPORATES AND FUNDS GLOBALLY. GP AND LP PRIVATE EQUITY FUND EXPERIENCE. ONE OF THE LEADING PROPONENTS OF, AND ADVISORS ON, CROSS BORDER MERGERS & ACQUISITIONS. SIGNIFICANT RISK MANAGEMENT EXPERIENCE IN REVIEWING, APPROVING AND EXECUTING GLOBAL CAPITAL MARKETS ISSUES; FOR 8 YEARS CHAIRMAN OF A LEADING INTERNATIONAL RISK MANAGEMENT CONSULTING FIRM. FREQUENT INTERVIEWS ON BLOOMBERG TV ON M&A AND OTHER FINANCE TOPICS. FCA AND FINRA REGISTERED. SPECIALTIES: MERGERS AND ACQUISITIONS, CORPORATE FINANCE, RISK MANAGEMENT. DAVID ALBERMAN BORN IN LONDON, DAVID ALBERMAN RECEIVED HIS LRAM DIPLOMA FROM THE ROYAL ACADEMY OF MUSIC AT 16. AFTER PLAYING WITH THE ACADEMY OF ST MARTIN IN THE FIELDS AND THE LSO, HE BECAME A CONCERTMASTER OF THE CHAMBER ORCHESTRA OF EUROPE. A LONG-STANDING INTEREST IN CONTEMPORARY MUSIC LED HIM IN 1986 TO JOIN THE INTERNATIONALLY RENOWNED ARDITTI QUARTET, WITH WHOM HE TOOK PART IN THE WORLD PREMIERES OF MORE THAN 200 WORKS AND MADE A NUMBER OF RECORDINGS WHICH WON PRIZES INTERNATIONALLY. IN 1995 HE FORMED A DUO WITH PIANIST ROLF HIND, AND, IN 1998, BECAME PRINCIPAL SECOND VIOLIN OF THE LSO. DAVID ENJOYS COACHING, HAS APPEARED AS GUEST CONCERTMASTER FOR THE LSO, LONDON PHILHARMONIC, BBC SYMPHONY, BBC SCOTTISH SYMPHONY, SCOTTISH CHAMBER AND BERGEN PHILHARMONIC ORCHESTRAS, AND THE BAYRISCHER RUNDFUNKORCHESTER, AND AS SOLOIST WITH THE ORCHESTRE DE LILLE, BBC NATIONAL ORCHESTRA OF WALES AND THE ORF RADIO SYMPHONY ORCHESTRA IN VIENNA, AMONG OTHERS. DAVID RESIGNED MAY 8, 2023, AND WAS REPLACED BY SARAH QUINN. SARAH QUINN BORN IN DUBLIN, SARAH QUINN BEGAN PLAYING THE VIOLIN AT THE AGE OF EIGHT. KEEN TO PURSUE A CAREER IN MUSIC, SHE MOVED TO LONDON TO STUDY AT THE ROYAL COLLEGE OF MUSIC, WHERE SHE WAS THE RECIPIENT OF MANY AWARDS AND PRIZES. WHILST A STUDENT AT THE RCM, SARAH WAS AWARDED A PLACE ON THE LSO STRING EXPERIENCE SCHEME. SARAH JOINED THE LSO IN 1998 HAVING GRADUATED FROM THE RCM WITH DISTINCTION. IN ADDITION TO HER BUSY SCHEDULE AT THE LSO, SARAH IS IN DEMAND AS A TEACHER AND REGULARLY TUTORS AT THE RCM, RAM AND GSMD. SHE HAS ALSO WORKED EXTENSIVELY WITH YOUTH ORCHESTRAS AND IS PASSIONATE ABOUT WORKING WITH YOUNG MUSICIANS. SARAH IS REGULARLY INVOLVED WITH ALL ASPECTS OF LSO DISCOVERY, WORKING IN SCHOOLS AND IN THE COMMUNITY.

Return Reference

Explanation

PART II, LINE 17A

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

1	Contributions, gifts, grants, and similar amounts received ....................	1	51,101
2	Program service revenue including government fees and contracts ................	2
3	Membership dues and assessments .............................	3
4	Investment income ....................................	4
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b
c	Less: direct expenses from gaming and fundraising events ...	6c
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	51,101

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? FOR THE SUPPORT AND BENEFIT OF THE LONDON SYMPHONY ORCHESTRA, AND TO ARRANGE FOR PUBLIC ORCHESTRAL CONCERTS GIVEN IN THE UNITED STATES BY BOTH DOMESTIC AND FOREIGN ORCHESTRAS AND MUSICIANS.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 GRANT TO THE LONDON SYMPHONY ORCHESTRA IN THE UK FOR GENERAL SUPPORT OF THE ORCHESTRA'S ACTIVITY. (Grants $ 100,000) If this amount includes foreign grants, check here ...			28a	100,000
29 (Grants $ ) If this amount includes foreign grants, check here ...			29a
30 (Grants $ ) If this amount includes foreign grants, check here ...			30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	100,000

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Sign Here

	Signature of officer	Date

	Type or print name and title

Name of organization AMERICAN LONDON SYMPHONY ORCHESTRA FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

10	Grants and similar amounts paid (list in Schedule O) ................	10	100,000
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15
16	Other expenses (describe in Schedule O) ...................	16	75
17	Total expenses. Add lines 10 through 16 .................	17	100,075

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-48,974
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	136,064
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	87,090

Name of organization AMERICAN LONDON SYMPHONY ORCHESTRA FOUNDATION		Employer identification number 04-2705403

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)


Name of organization AMERICAN LONDON SYMPHONY ORCHESTRA FOUNDATION			Employer identification number 04-2705403
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Return Reference	Explanation
FORM 990-EZ, PART I, LINE 10	CASH CONTRIBUTION: 100,000
FORM 990-EZ, PART I, LINE 16	EXPENSES BANK CHARGES 75 TOTAL 75
FORM 990-EZ, PART III	FOR THE SUPPORT AND BENEFIT OF THE LONDON SYMPHONY ORCHESTRA, AND TO ARRANGE FOR PUBLIC ORCHESTRAL CONCERTS GIVEN IN THE UNITED STATES BY BOTH DOMESTIC AND FOREIGN ORCHESTRAS AND MUSICIANS.