2026-04-29T07:49:31-05:00 2025-06-30 571112308 VERIS LLC 1156 BOWMAN ROAD SUITE 100-A MOUNT PLEASANT SC 29464 990 2024-07-01 576000192 CHARLESTON SYMPHONY ORCHESTRA CHAR 8437237528 480 EAST BAY STREET STE F CHARLESTON SC 29403 MICHAEL A SMITH CHIEF EXECUTIVE OFFICER 8437237528 2026-04-21 1 1 JACQUELINE BROOKE GLOVER-SKINNER EA P01225402 8438814477 2026-04-21 2024 2025-03-06 01:10:19Z MICHAEL A SMITH 480 EAST BAY STREET STE F CHARLESTON SC 29403 5762301 0 X HTTPS://CHARLESTONSYMPHONY.ORG/ X 1936 SC THE CHARLESTON SYMPHONY'S MISSION IS TO INSPIRE AND ENGAGE OUR COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. FOUNDED IN 1936 AND REVITALIZED IN 2011, THE CHARLESTON SYMPHONY ORCHESTRA (THE SYMPHONY) IS A FULL-TIME PERFORMING ARTS ORGANIZATION THAT ANNUALLY SERVES MORE THAN 60,000 INDIVIDUALS THROUGHOUT THE TRI-COUNTY REGION.THE SYMPHONY OPERATES UNDER A DISTINCTIVE ARTISTIC AND FINANCIAL MODEL CENTERED AROUND 24 FULL-TIME CORE MUSICIANS. THESE MUSICIANS ARE JOINED BY GUEST ARTISTS AND CONDUCTORS FROM ACROSS THE COUNTRY AND INTERNATIONALLY TO PRESENT A DIVERSE RANGE OF ORCHESTRAL PERFORMANCES EACH SEASON.THE ORGANIZATION IS SUPPORTED BY 15 FULL-TIME ADMINISTRATIVE STAFF AND GOVERNED BY A BOARD OF DIRECTORS. THROUGH PERFORMANCES, EDUCATIONAL INITIATIVES, AND COMMUNITY ENGAGEMENT ACTIVITIES, THE SYMPHONY CONTINUES ITS LONGSTANDING COMMITMENT TO SERVING THE CHARLESTON COMMUNITY. 26 26 338 250 0 0 2782434 3505433 2101630 2122375 202143 96631 33966 37862 5120173 5762301 0 0 0 0 2947786 3340289 0 0 638149 1984184 2161463 4931970 5501752 188203 260549 10727469 11300661 1943899 1687968 8783570 9612693 X THE CHARLESTON SYMPHONY'S MISSION IS TO INSPIRE AND ENGAGE THE COMMUNITY THROUGH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. 0 0 3835336 2069115 THE SYMPHONY PRESENTED OVER 75 CONCERTS AND SPECIAL EVENTS AT MORE THAN A DOZEN VENUES THROUGHOUT THE 2024-2025 SEASON, SHOWCASING BOTH INTERNATIONALLY RENOWNED MUSICIANS AND LOCAL ARTISTS. THE MASTERWORKS AND POPS SERIES FEATURED A REMARKABLE LINEUP OF LEGENDARY CONDUCTORS LIKE HUGH WOLFF, ANDREW GRAMS, HANS GRAF, MICHAEL FRANCIS, AND JOANN FALLETTA, TO SUPERSTAR SOLOISTS INCLUDING BYRON STRIPLING, DREW PETERSEN, RACHEL BARTON PINES, JEAN LOUISA KELLY, TESSA LARK, GEORGE LI, AND MORE. WITH A RANGE OF BOLD AND ELEVATED PROGRAMS, THE ORCHESTRA CHAMPIONED GROUNDBREAKING WORKS LIKE PAUL MORAVEC'S SANCTUARY ROAD WHILE ALSO PERFORMING TRADITIONAL REPERTOIRE BY BEETHOVEN, BERLIOZ, COPLAND, DEBUSSY, MAHLER, AND RACHMANINOFF. THE SYMPHONYS COMMITMENT TO ARTISTIC EXCELLENCE RESULTED IN ANOTHER YEAR OF RECORD SUBSCRIPTION AND SINGLE TICKET RESULTS.ON FEBRUARY 26, 2025, THE CHARLESTON SYMPHONY MADE HISTORY WITH ITS CARNEGIE HALL DEBUT, FEATURING PERFORMANCES BY THE CHARLESTON SYMPHONY YOUTH ORCHESTRA AND THE COLLEGE OF CHARLESTON ORCHESTRA. A CELEBRATION OF CHARLESTON ELECTRIFIED THE AUDIENCE WITH A PROGRAM HONORING THE CITYS RICH MUSICAL HERITAGE, FEATURING EDWARD HARTS A CHARLESTON CONCERTO AND THE WORLD PREMIERE OF THOMAS CABANISSS CHARLESTON MIX. THIS LANDMARK PERFORMANCE MARKED A BOLD STEP ONTO THE NATIONAL STAGE, SHOWCASING CHARLESTON AS A VIBRANT HUB FOR ORCHESTRAL MUSIC. 579963 53260 THE SYMPHONY IS COMMITTED TO PROVIDING HIGH-QUALITY ARTISTIC AND EDUCATIONAL PROGRAMMING THAT IS ACCESSIBLE TO INDIVIDUALS OF ALL AGES AND BACKGROUNDS. EACH OF THE SYMPHONY'S 24 CORE MUSICIANS DEDICATES APPROXIMATELY ONE-THIRD OF THEIR PROFESSIONAL TIME TO EDUCATION AND COMMUNITY ENGAGEMENT INITIATIVES, COLLECTIVELY REACHING MORE THAN 20,000 STUDENTS ANNUALLY ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES.THE CHARLESTON SYMPHONY YOUTH ORCHESTRAS PROGRAM INCLUDES TWO ENSEMBLES SERVING ADVANCED MIDDLE AND HIGH SCHOOL MUSICIANS IN THE LOWCOUNTRY: CHARLESTON SYMPHONY YOUTH ORCHESTRA (CSYO) AND CHARLESTON SYMPHONY YOUTH SINFONIETTA (CSYS)DURING THE SEASON, 96 STUDENTS IN GRADES 4-12 PARTICIPATED IN WEEKLY REHEARSALS AND MULTIPLE PUBLIC PERFORMANCES. STUDENTS PERFORMED AT THE CHARLESTON GAILLARD CENTER AND CARNEGIE HALL IN NEW YORK CITY. CSYO AND CSYS MEMBERS ALSO PERFORMED ALONGSIDE PROFESSIONAL SYMPHONY MUSICIANS DURING A MASTERWORKS CONCERT CONDUCTED BY MAESTRA JOANN FALLETTA.STUDENTS PARTICIPATED IN AN ANNUAL RETREAT FOCUSED ON ENSEMBLE DEVELOPMENT AND MUSICIANSHIP. MANY ALSO PERFORMED IN CHAMBER ENSEMBLES THROUGHOUT THE COMMUNITY. THE CSYO COMPLETED ITS FIRST TOUR TO NEW YORK CITY, INCLUDING A PERFORMANCE AT CARNEGIE HALL.THE SYMPHONY PRESENTED TWO SOLD-OUT YOUNG PEOPLE'S CONCERTS IN PARTNERSHIP WITH THE CHARLESTON GAILLARD CENTER AND CARNEGIE HALL'S LINK UP PROGRAM, FEATURING THE ORCHESTRA MOVES. APPROXIMATELY 3,000 STUDENTS FROM 21 SCHOOLS PARTICIPATED. TITLE I SCHOOLS RECEIVED COMPLIMENTARY TICKETS AND TRANSPORTATION ASSISTANCE. PARTICIPATING TEACHERS ATTENDED A CURRICULUM WORKSHOP AT THE BEGINNING OF THE SCHOOL YEAR TO SUPPORT CLASSROOM INTEGRATION OF PROGRAM MATERIALS.CSO MUSICIANS PERFORMED FREE EDUCATIONAL PROGRAMS AT 54 SCHOOLS THROUGHOUT THE TRI-COUNTY REGION, REACHING NEARLY 9,500 STUDENTS, APPROXIMATELY 50% OF WHOM ATTEND TITLE I SCHOOLS. PROGRAMS ARE TAILORED TO GRADE LEVEL AND CURRICULUM NEEDS AND INCLUDE ENSEMBLE PERFORMANCES, SECTIONAL COACHING, AND INSTRUCTIONAL SUPPORT FOR SCHOOL MUSIC PROGRAMS.THE SYMPHONY CONTINUED ITS EXECUTIVE MANAGEMENT FELLOWSHIP (FOURTH YEAR) AND ORCHESTRAL FELLOWSHIP (THIRD SEASON). DURING THE YEAR, FIVE ORCHESTRAL FELLOWS AND TWO EXECUTIVE FELLOWS WERE SELECTED THROUGH A COMPETITIVE PROCESS. FELLOWS PARTICIPATE IN MAIN SERIES PERFORMANCES, EDUCATION PROGRAMS, COMMUNITY INITIATIVES, AND PROFESSIONAL DEVELOPMENT ACTIVITIES DESIGNED TO PREPARE EMERGING ARTS LEADERS AND MUSICIANS FOR CAREERS IN THE NONPROFIT PERFORMING ARTS SECTOR. 4415299 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 81 0 1 338 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 SC X X MICHAEL SMITH 8437237528 480 EAST BAY STE F CHARLESTON SC 29403 EDWARD HART DIRECTOR 1.00 X 0 0 0 TAYLOR CHARPIA DIRECTOR 1.00 X 0 0 0 CLYDE HIERS DIRECTOR 1.00 X 0 0 0 KAY MAYBANK DIRECTOR 1.00 X 0 0 0 WENDI HUFF DIRECTOR 1.00 X 0 0 0 TRACY GROOMS DIRECTOR 1.00 X 0 0 0 RENARD HARRIS DIRECTOR 1.00 X 0 0 0 ANNE OLSON DIRECTOR 1.00 X 0 0 0 TIFFANY REED SILVERMAN DIRECTOR 1.00 X 0 0 0 GAIL CORVETTE DIRECTOR 1.00 X 0 0 0 STUART AMES DIRECTOR 1.00 X 0 0 0 DR AARON P LESHER DIRECTOR 1.00 X 0 0 0 MICHAEL MOODY DIRECTOR 1.00 X 0 0 0 DEBORAH KENNEDY KENNARD DIRECTOR 1.00 X 0 0 0 WOODY KERR DIRECTOR 1.00 X 0 0 0 RUTH ANN MCSPADDEN DIRECTOR 1.00 X 0 0 0 JABOBO MINTZER DIRECTOR 1.00 X 0 0 0 ANDREA ROSE ROUSSEAUX DIRECTOR 1.00 X 0 0 0 BRIAN OLASOV DIRECTOR 1.00 X 0 0 0 DEBRA SONKIN DIRECTOR 1.00 X 0 0 0 JULIE ZIFF DIRECTOR 1.00 X 0 0 0 RAJAN GOVINDAN TREASURER 1.00 X 0 0 0 DR BOBBY BAKER PRESIDENT 1.00 X 0 0 0 MICHAEL A SMITH CHIEF EXECUTIVE OFFICER 60.00 X 162225 0 15192 SUSAN SULLIVAN SECRETARY 1.00 X 0 0 0 ANNE W CLEVELAND VICE PRESIDENT 1.00 X 0 0 0 CHRIS STAUBES VICE PRESIDENT 1.00 X 0 0 0 162225 0 15192 1 0 1 0 GAILLARD MANAGEMENT CORPORATION 95 CALHOUN STREET CHARLESTON SC 29401 PERFORMANCE VENUE RENTAL 398382 YOUR PART TIME CONTROLLER LLC 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 FINANCE & BOOKKEEPING SERVICES 134191 2 130200 343461 3031772 4780 3505433 CONCERT REVENUE 711130 2122375 2122375 2122375 96631 96631 OTHER INCOME 900099 37862 37862 37862 5762301 2256868 0 0 162225 40556 81113 40556 3178064 2801346 3914 372804 165627 165627 352838 352838 61597 61597 161500 133200 14150 14150 21573 21573 3399 3399 43922 43922 GUEST ARTISTS AND CONDU 318516 318516 PRODUCTION 313601 313601 STAGE CREWS 264378 264378 DEVELOPMENT FUNDRAISING 210639 210639 243873 190864 53009 5501752 4415299 448304 638149 1200971 2175363 6352205 7334925 1654409 939210 70251 104472 578418 218178 334504 360240 1115129 386451 10727469 11300661 398961 215457 893127 955189 651811 517322 1943899 1687968 X 6779729 8384509 2003841 1228184 8783570 9612693 10727469 11300661 260549 568574 0 X X 0 1 X 1 0 X 2922976 7656074 3636958 2782434 3505433 20503875 808862 1451805 1557023 2101630 2122375 8041695 3731838 9107879 5193981 4884064 5627808 28545570 396179 1957566 486647 605206 1176786 4622384 0 396179 1957566 486647 605206 1176786 4622384 23923186 150617 54642 136405 202143 96631 640438 150617 54642 136405 202143 96631 640438 1554 32064 33553 33966 37862 138999 3884009 9194585 5363939 5120173 5762301 29325007 0.81580 0.83240 0.02180 0.02110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7661128 542255 646600 255092 8594891 7463208 263839 131980 197899 7661128 5403764 1533633 896430 370619 7463208 834970 4128896 439898 5403764 658797 10000 170260 4087 834970 1 0 578418 218178 360240 360240 X 6330875 568574 568574 5762301 0 5762301 5501752 0 5501752 0 5501752 PART X, LINE 2: THE FASB PROVIDES GUIDANCE ON THE SYMPHONY'S EVALUATION OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE SYMPHONY'S TAX POSITION AND CONCLUDED THAT THE SYMPHONY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 0 0 0 0 0 0 0 0 0 MICHAEL A SMITH CHIEF EXECUTIVE OFFICER 162225 0 0 0 0 0 0 0 15192 0 177417 0 0 0 FORM 990, PART I, LINE 1 THE CHARLESTON SYMPHONY ORCHESTRA (CSO) HAS SERVED THE COMMUNITY AS AN INTEGRAL CULTURAL CORNERSTONE OF THE LOWCOUNTRY FOR ALMOST 90 YEARS. FOUNDED IN 1936, THE ARTISTIC VISION OF THE CSO IS TO PERFORM AND PRESENT THE HIGHEST QUALITY MUSIC, AND TO ENGAGE AND ENRICH PEOPLE OF ALL AGES, RACE, OR ECONOMIC STATUS BY EXPLORING, EXPERIENCING, AND CREATING CLASSICAL MUSIC. AS ONE OF THE LARGEST FULL-TIME PERFORMING ARTS ORGANIZATIONS IN SOUTH CAROLINA, THE CSO HOSTS CLOSE TO 200 CAPTIVATING EVENTS AND IMMERSIVE MUSICAL EXPERIENCES FOR MORE THAN 60,000 ADULTS AND CHILDREN ANNUALLY. NOTEWORTHY ACHIEVEMENTS INCLUDE THE LAUNCH OF THE ORCHESTRAL INCLUSION FELLOWSHIP; PROJECT AURORA; AND THE SUCCESSFUL CONCLUSION OF THE CSO'S INAUGURAL ENDOWMENT CAMPAIGN AFTER RAISING OVER $15 MILLION. WITH A FOCUS ON ACCESSIBILITY AND CULTIVATING AUDIENCES, THE CSO EXPANDED ITS EFFORTS THROUGH VIBRANT PROGRAMMING, BOLD MUSICAL EXPERIENCES, AND ELEVATED EDUCATION OFFERINGS. BUILDING ON THE MOMENTUM OF RECENT SEASONS, THE CSO REMAINS DEDICATED TO SECURING ITS POSITION AS A CULTURAL DESTINATION FOR ALL OF CHARLESTON, ENSURING ITS CONTINUED RELEVANCE AND IMPACT IN THE COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD OF DIRECTORS, CEO AND SEPARATELY THE FINANCE COMMITTEE OF THE CHARLESTON SYMPHONY ORCHESTRA ARE GIVEN AN ALLOTTED TIME TO REVIEW THE FORM 990 BEFORE IT IS FILED. ANY CHANGES NOTED DURING THE REVIEW PERIOD ARE MADE TO PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN AN ASSURANCE TO THAT EFFECT. ANY CONFLICTS SO DISCLOSED ARE INVESTIGATED AND RESOLVED. DURING THE YEAR, IF ANY OTHER CONFLICTS ARE MADE AWARE TO THE BOARD AND MANAGEMENT, THEY WOULD PURSUE AND RESOLVE THOSE ISSUES WITH THE OFFICER OR BOARD MEMBER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEE COMPENSATION, INCLUDING ANY OFFICERS OR KEY EMPLOYEES, IS REVIEWED ANNUALLY IN CONJUNCTION WITH THE OPERATING BUDGET PROCESS, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE CHARLESTON SYMPHONY ORCHESTRA PROVIDES ACCESS TO ITS FORM 1023 UPON REQUEST AND FORM 990 IS POSTED ON ITS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE CSO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EITHER ON OUR WEBSITE OR UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FOR THE PRIOR YEAR. CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC PO BOX 22613 CHARLESTON SC 29413 542133879 FUNDRAISING FOR CSO SC 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC C 130200 FAIR VALUE