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CHARLESTON SYMPHONY ORCHESTRA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CHARLESTON SYMPHONY ORCHESTRA (EIN 57-6000192)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-03-06
IRS object ID
201430659349300203
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-03-06T08:58:38-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN205788602EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GLASERDUNCAN CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11040 ANNA KNAPP BLVDAddressLine1
CityMOUNT PLEASANTCity
StateSCState
ZIP Code29464ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN576000192EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHARLESTON SYMPHONY ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHARNameControl
Phone8437237528Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1756 ST ANDREWS BLVDAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL MOODYName
TitleVP FINANCETitle
Phone8437237528Phone
Date Signed2014-03-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameERIK M GLASER CPAName
PTINP00724565PTIN
Phone8438490655Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL MOODYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1756 ST ANDREWS BLVDAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2591282GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CHARLESTONSYMPHONY.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1936YearFormation
State Legal DomicileSCStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF THE CHARLESTON SYMPHONY ORCHESTRA IS TO ENRICH THE CULTURAL LIFE OF SOUTH CAROLINA'S LOWCOUNTRY WITH HIGH-QUALITY PERFORMANCES OF SYMPHONIC AND CHAMBER MUSIC, AND UNIQUE AND ENGAGING MUSIC EDUCATION OPPORTUNITIES THROUGHOUT THE REGION.ActivityOrMissionDescription
Nbr Voting Members Governing Body31NbrVotingMembersGoverningBody
Nbr Independent Voting Members31NbrIndependentVotingMembers
Total Nbr Employees247TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI14385TotalGrossUBI
Net Unrelated Business Txbl Income-1634NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1573000ContributionsGrantsPriorYear
Contributions Grants Current Year1684823ContributionsGrantsCurrentYear
Program Service Revenue Prior Year674824ProgramServiceRevenuePriorYear
Program Service Revenue CY883591ProgramServiceRevenueCY
Investment Income Prior Year38007InvestmentIncomePriorYear
Investment Income Current Year6676InvestmentIncomeCurrentYear
Other Revenue Prior Year505OtherRevenuePriorYear
Other Revenue Current Year16192OtherRevenueCurrentYear
Total Revenue Prior Year2286336TotalRevenuePriorYear
Total Revenue Current Year2591282TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1428264SalariesEtcPriorYear
Salaries Etc Current Year1695225SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year284477TotalFundrsngExpCurrentYear
Other Expense Prior Year552047OtherExpensePriorYear
Other Expenses Current Year792322OtherExpensesCurrentYear
Total Expenses Prior Year1980311TotalExpensesPriorYear
Total Expenses Current Year2487547TotalExpensesCurrentYear
Revenues Less Expenses Prior Year306025RevenuesLessExpensesPriorYear
Revenues Less Expenses CY103735RevenuesLessExpensesCY
Total Assets BOY1444490TotalAssetsBOY
Total Assets EOY1752360TotalAssetsEOY
Total Liabilities BOY368704TotalLiabilitiesBOY
Total Liabilities EOY547749TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1075786NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1204611NetAssetsOrFundBalancesEOY
Mission DescriptionTHE MISSION OF THE CHARLESTON SYMPHONY ORCHESTRA IS TO ENRICH THE CULTURAL LIFE OF SOUTH CAROLINA'S LOWCOUNTRY WITH HIGH-QUALITY PERFORMANCES OF SYMPHONIC AND CHAMBER MUSIC, AND UNIQUE AND ENGAGING MUSIC EDUCATION OPPORTUNITIES THROUGHOUT THE REGION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1848678Expense
Revenue885398Revenue
DescriptionTHE CHARLESTON SYMPHONY ORCHESTRA'S ("CSO") MAJOR CONCERT SERIES MASTERWORKS, POPS AND CHAMBER ORCHESTRA OFFER EXTENSIVE AND VARIED PROGRAMS FOR THE MUSIC SEASON. THE CSO HAS AN ACTIVE SCHEDULE OF COMMUNITY CONCERTS, SPECIAL EVENTS AND SCHOOL PROGRAMS THROUGHOUT SOUTH CAROLINA. THE CSO PLACES AN EMPHASIS ON EDUCATIONAL PROGRAMMING AND IS COMMITTED TO THE DEVELOPMENT OF MUSICAL EXPERIENCES FOR CHILDREN. DURING THE SEASON, THE CSO REACHED MORE THAN 6,800 STUDENTS THROUGH OVER 60 IN-SCHOOL ENSEMBLE CONCERTS GIVEN IN THE CHARLESTON, BERKELEY AND DORCHESTER COUNTY SCHOOL SYSTEMS AND 3 YOUNG PEOPLES CONCERTS REACHING OVER 3,000 STUDENTS.Description
Total Program Service Expense1848678TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109641NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees247NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members31NbrVotingGoverningBodyMembers
Number Independent Voting Members31NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8437237528TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1756 ST ANDREWS BLVDAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ROBERT SCHLAU
PRESIDENT2.00XX000
MICHAEL MOODY
VP FINANCE2.00XX000
JAMES BRAUNREUTHER
VP EDUCATION2.00XX000
CHARLIE CUMBAA
VP MARKETING2.00XX000
L JOHN CLARK
VP DEVELOPMENT2.00XX000
ROBERT BLOCKER
VP ARTISTIC2.00XX000
CYNTHIA HARTLEY
VICE PRESIDENT2.00XX000
ELLEN CLAUSSEN DAVIS
SECRETARY1.00XX000
JOHN MAYBANK
VP NOMINATING & GOVERNANCE1.00XX000
SUE INGRAM
CSOL PRESIDENT1.00XX000
BRATTON RILEY
DIRECTOR2.00X000
JOHN H WARREN III
PAST PRESIDENT1.00X000
JESSICA BUCHANAN
DIRECTOR1.00X000
BURTON R SCHOOLS
DIRECTOR1.00X000
DR WILLIAM COOK
DIRECTOR1.00X000
JULIE FENIMORE
DIRECTOR1.00X000
CLYDE HIERS
DIRECTOR1.00X000
NAT MALCOLM
DIRECTOR1.00X000
J HUGH MCDANIEL
DIRECTOR1.00X000
DR FRANCIS G MIDDLETON
DIRECTOR1.00X000
PHYLLIS MILLER
DIRECTOR1.00X000
LEE PRINGLE
DIRECTOR1.00X000
DR JAMES M RAVENEL
DIRECTOR1.00X000
MAYO READ
DIRECTOR1.00X000
MARY ANN SOLBERG
DIRECTOR1.00X000
LINDA WEBER
DIRECTOR1.00X000
DWIGHT WILLIAMS
DIRECTOR1.00X000
BRIGHT WILLIAMSON
DIRECTOR1.00X000
JOHN CAHILL
DIRECTOR1.00X000
ROBERT PEARCE JR
DIRECTOR1.00X000
ROGER STEEL
DIRECTOR1.00X000
DANNY BECKLEY
EXECUTIVE DIRECTOR40.00X9032000
FieldValueIRS element (for citing)
Total Reportable Comp From Org90320TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants193592GovernmentGrants
All Other Contributions1491231AllOtherContributions
Noncash Contributions108882NoncashContributions
Total Contributions1684823TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT REVENUE711130761414761414
SOLD SERVICES REVENUE711130122177122177
FieldValueIRS element (for citing)
Total Program Service Revenue883591TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column6676TotalRevenueColumn
Exclusion$6,676ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM ADVERTISING5418001438514385
MISCELLANEOUS71113012821282
EDUCATION SERVICES711130525525
FieldValueIRS element (for citing)
Total Other Revenue16192TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2591282TotalRevenueColumn
Related Or Exempt Function Income885398RelatedOrExemptFunctionIncome
Unrelated Business Revenue14385UnrelatedBusinessRevenue
Exclusion$6,676ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total83943Total
Program Services25183ProgramServices
Management And General29380ManagementAndGeneral
Fundraising29380Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1286487Total
Program Services1057009ProgramServices
Management And General77550ManagementAndGeneral
Fundraising151928Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total38229Total
Program Services38229ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total143368Total
Program Services79861ProgramServices
Management And General40247ManagementAndGeneral
Fundraising23260Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total143198Total
Program Services115551ProgramServices
Management And General10309ManagementAndGeneral
Fundraising17338Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total19759Total
Management And General19759ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total41370Total
Management And General41370ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total64454Total
Program Services34010ProgramServices
Management And General29505ManagementAndGeneral
Fundraising939Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total153310Total
Program Services153310ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total162891Total
Program Services52508ProgramServices
Management And General48751ManagementAndGeneral
Fundraising61632Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total68251Total
Program Services27686ProgramServices
Management And General40565ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total127709Total
Program Services127709ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7287Total
Program Services7287ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total1259Total
Program Services1259ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
DIRECT AND INDIRECT PRO102900102900
EQUIPMENT & INSTRUMENT2028420284
MISCELLANEOUS1709814216956
SOUND & LIGHTS57505750

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2487547Total
Program Services1848678ProgramServices
Management And General354392ManagementAndGeneral
Fundraising284477Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY465957BOY
EOY401827EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY571190BOY
EOY813760EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY140795BOY
EOY235936EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY5990EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY67159BOY
EOY84712EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis122954LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec89315LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY24445BOY
EOY33639EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY174944BOY
EOY176496EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1444490BOY
EOY1752360EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY46967BOY
EOY55395EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY315827BOY
EOY488808EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY5910BOY
EOY3546EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY368704BOY
EOY547749EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1075786BOY
EOY1204611EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1075786BOY
EOY1204611EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1444490BOY
EOY1752360EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses103735ReconcilationRevenueExpenses
Reconciliation Unrealized Invest25090ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1779727CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1519746CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years982511CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1573000CurrentTaxYearMinus1Year
Current Tax Year1684823CurrentTaxYear
Total7539807Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years801470CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years621691CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years301720CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year674824CurrentTaxYearMinus1Year
Current Tax Year883591CurrentTaxYear
Total3283296Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2581197CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2141437CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1284231CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2247824CurrentTaxYearMinus1Year
Current Tax Year2568414CurrentTaxYear
Total10823103Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years122430CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years289031CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years76331CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year113907CurrentTaxYearMinus1Year
Current Tax Year97452CurrentTaxYear
Total699151Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years122430CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years289031CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years76331CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year113907CurrentTaxYearMinus1Year
Current Tax Year97452CurrentTaxYear
Total699151Total
FieldValueIRS element (for citing)
Public Support Total50910123952PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years9362CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35398CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year38007CurrentTaxYearMinus1Year
Current Tax Year6676CurrentTaxYear
Total89443Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years9362CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35398CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year38007CurrentTaxYearMinus1Year
Current Tax Year6676CurrentTaxYear
Total89443Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years7400CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year505CurrentTaxYearMinus1Year
Current Tax Year16192CurrentTaxYear
Total24097Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2581197CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2158199CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1319629CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2286336CurrentTaxYearMinus1Year
Current Tax Year2591282CurrentTaxYear
Total10936643Total
FieldValueIRS element (for citing)
Public Support Percentage5090.92570PublicSupportPercentage509
Prior Year Support Percentage0.91850PriorYearSupportPercentage
Investment Income Percentage0.00820InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00510PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance270623BeginningOfYearBalance
Contributions25000Contributions
Investment Earnings Or Losses32366InvestmentEarningsOrLosses
Administrative Expenses3037AdministrativeExpenses
End Of Year Balance324952EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance434821BeginningOfYearBalance
Investment Earnings Or Losses-10389InvestmentEarningsOrLosses
Grants Or Scholarships150000GrantsOrScholarships
Administrative Expenses3809AdministrativeExpenses
End Of Year Balance270623EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance439088BeginningOfYearBalance
Investment Earnings Or Losses100475InvestmentEarningsOrLosses
Grants Or Scholarships100000GrantsOrScholarships
Administrative Expenses4742AdministrativeExpenses
End Of Year Balance434821EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance420398BeginningOfYearBalance
Contributions90518Contributions
Investment Earnings Or Losses72100InvestmentEarningsOrLosses
Grants Or Scholarships138409GrantsOrScholarships
Administrative Expenses5519AdministrativeExpenses
End Of Year Balance439088EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance626393BeginningOfYearBalance
Contributions28500Contributions
Investment Earnings Or Losses-79754InvestmentEarningsOrLosses
Grants Or Scholarships150337GrantsOrScholarships
Administrative Expenses4404AdministrativeExpenses
End Of Year Balance420398EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis122954OtherCostOrOtherBasis
Depreciation89315Depreciation
Book Value33639BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings33639TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
MUSIC LIBRARY170596
ART WORK5900
FieldValueIRS element (for citing)
Total Book Value Other Assets176496TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCAPITAL LEASE OBLIGATIONDescription
Amount$3,546Amount
FieldValueIRS element (for citing)
Total Of Amounts3546TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt2616372TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments25090NetUnrealizedGainsInvestments
Revenue Not Rptd F99025090RevenueNotRptdF990
Revenue Subtotal2591282RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902591282TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2487547TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2487547ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902487547TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE PRIMARY PURPOSE OF THE FUND IS TO PROVIDE INCOME TO THE ASSOCIATION IN SUPPORT OF ITS CHARITABLE PURPOSES. THE CSOEF (BOARD DESIGNATED) WAS CREATED BY THE ASSOCIATION BOARD IN 1995.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE FINANCIAL ACCOUNTING STANDARDS BOARD PROVIDES GUIDANCE ON THE SYMPHONY'S EVALUATION OF ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT HAS EVALUATED THE SYMPHONY'S TAX POSITION AND CONCLUDED NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT EXIST.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions19NumberOfContributions
Noncash Contribs Rptd F990108882NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE FINANCE COMMITTEE AND THE BOARD MEMBERS OF CHARLESTON SYMPHONY ORCHESTRA ARE GIVEN AN ALLOTED TIME TO REVIEW THE FORM 990 BEFORE IT IS FILED. ANY CHANGES NOTED DURING THE REVIEW PERIOD ARE MADE PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12EACH 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 MANAGEMENT, IT WOULD PURSUE AND RESOLVE THOSE ISSUES WITH THE OFFICER OR BOARD MEMBER IN QUESTION.
FORM 990, PART VI, SECTION B, LINE 15THE CHARLESTON SYMPHONY ORCHESTRA DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY IN CONJUNCTION WITH THE OPERATING BUDGET PROCESS, WHICH IS APPROVED BY THE EXECUTIVE COMMITTE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 18THE CHARLESTON SYMPHONY ORCHESTRA PROVIDES ACCESS TO ITS FORM 1023 AND FORM 990 UPON REQUEST AT ITS CORPORATE OFFICES.
FORM 990, PART VI, SECTION C, LINE 19THE CHARLESTON SYMPHONY ORCHESTRA ASSOCIATION HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1CHARLESTON SYMPHONY ORCHESTRA LEAGUE INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 22613AddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29413ZIPCode
FieldValueIRS element (for citing)
EIN542133879EIN
Primary ActivitiesFUNDRAISING FOR CSOPrimaryActivities
Legal Domicile StateSCLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 9PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CHARLESTON SYMPHONY ORCHESTRA INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1CHARLESTON SYMPHONY ORCHESTRA LEAGUE INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved117890AmountInvolved
Method Of Amt DeterminationFAIR VALUEMethodOfAmtDetermination