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CHARLESTON SYMPHONY ORCHESTRA: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHARLESTON SYMPHONY ORCHESTRA (EIN 57-6000192)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-15
IRS object ID
201301359349310150
Schema version
2011v1.2
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)
Timestamp2013-05-15T22:55:46-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Line1572 SAVANNAH HIGHWAY NO 100AddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT SCHLAUName
TitlePRESIDENTTitle
Phone8437237528Phone
Date Signed2013-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameERIK M GLASER CPAName
PTINP00724565PTIN
Phone8438490655Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT SCHLAUNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1572 SAVANNAH HIGHWAY NO 100AddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2286336GrossReceipts
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 Employees10TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year982511ContributionsGrantsPriorYear
Contributions Grants Current Year1573000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year301720ProgramServiceRevenuePriorYear
Program Service Revenue CY674824ProgramServiceRevenueCY
Investment Income Prior Year35398InvestmentIncomePriorYear
Investment Income Current Year38007InvestmentIncomeCurrentYear
Other Revenue Prior Year1400OtherRevenuePriorYear
Other Revenue Current Year505OtherRevenueCurrentYear
Total Revenue Prior Year1321029TotalRevenuePriorYear
Total Revenue Current Year2286336TotalRevenueCurrentYear
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 Year353503SalariesEtcPriorYear
Salaries Etc Current Year410865SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year205820TotalFundrsngExpCurrentYear
Other Expense Prior Year946880OtherExpensePriorYear
Other Expenses Current Year1635919OtherExpensesCurrentYear
Total Expenses Prior Year1300383TotalExpensesPriorYear
Total Expenses Current Year2046784TotalExpensesCurrentYear
Revenues Less Expenses Prior Year20646RevenuesLessExpensesPriorYear
Revenues Less Expenses CY239552RevenuesLessExpensesCY
Total Assets BOY1013186TotalAssetsBOY
Total Assets EOY1444490TotalAssetsEOY
Total Liabilities BOY154633TotalLiabilitiesBOY
Total Liabilities EOY368704TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY858553NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1075786NetAssetsOrFundBalancesEOY
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
Expense1477436Expense
Revenue675329Revenue
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 Expense1477436TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
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 Footnote1ReportFin48Footnote
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 Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees10NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
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

FieldValueIRS element (for citing)
Name PersonLISA MCDONALDNamePerson
Telephone Number8437237528TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1572 SAVANNAH HWY STE 100AddressLine1
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
JOHN H WARREN III
PRESIDENT2.00XX000
ROBERT SCHLAU
VP FINANCE2.00XX000
JAMES BRAUNREUTHER
VP EDUCATION2.00XX000
CHARLIE CUMBAA
VP MARKETING2.00XX000
L JOHN CLARK
VP DEVELOPMENT2.00XX000
ROBERT BLOCKER
VP ARTISTIC2.00XX000
ELLEN CLAUSSEN DAVIS
SECRETARY1.00XX000
JOHN MAYBANK
SENIOR VP WEALTH MGMT1.00XX000
SUE INGRAM
CSOL PRESIDENT1.00XX000
BRATTON RILEY
DIRECTOR2.00X000
TED LEGASEY
PAST PRESIDENT1.00X000
JESSICA BUCHANAN
DIRECTOR1.00X000
CHRISTOPHER BURGESS
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
DIRECTOR1.00X000
ROGER STEEL
DIRECTOR1.00X000
CYNTHIA HARTLEY
DIRECTOR1.00X000
DANNY BECKLEY
EXECUTIVE DIRECTOR40.00X8484600
FieldValueIRS element (for citing)
Total Reportable Comp From Org84846TotalReportableCompFromOrg
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 Grants271249GovernmentGrants
All Other Contributions1301751AllOtherContributions
Total Contributions1573000TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT REVENUE711130583953583953
SOLD SERVICES REVENUE7111309087190871
FieldValueIRS element (for citing)
Total Program Service Revenue674824TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column38007TotalRevenueColumn
Exclusion$38,007ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code711130BusinessCode
Total Revenue Column505TotalRevenueColumn
Related Or Exempt Function Income505RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue505TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2286336TotalRevenueColumn
Related Or Exempt Function Income675329RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$38,007ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total89481Total
Program Services26844ProgramServices
Management And General31319ManagementAndGeneral
Fundraising31318Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total282572Total
Program Services115547ProgramServices
Management And General63403ManagementAndGeneral
Fundraising103622Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total16822Total
Management And General4460ManagementAndGeneral
Fundraising12362Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total21990Total
Management And General9075ManagementAndGeneral
Fundraising12915Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total1561Total
Management And General1561ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9594Total
Management And General9594ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total40313Total
Management And General40313ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1023631Total
Program Services1017399ProgramServices
Management And General2410ManagementAndGeneral
Fundraising3822Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total124833Total
Management And General124833ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total46317Total
Management And General16085ManagementAndGeneral
Fundraising30232Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total11549Total
Fundraising11549Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total54479Total
Program Services28079ProgramServices
Management And General26400ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total8391Total
Management And General8391ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4844Total
Program Services2419ProgramServices
Management And General2425ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total22314Total
Management And General22314ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
GOSPEL CHOIR/SPIRITUAL131266131266
DIRECT AND INDIRECT PRO128384128384
MISCELLANEOUS1615916159
SOUND & LIGHTS1133911339

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total945Total
Management And General945ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2046784Total
Program Services1477436ProgramServices
Management And General363528ManagementAndGeneral
Fundraising205820Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY240347BOY
EOY465957EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY559991BOY
EOY571190EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY140795EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3400BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12783BOY
EOY67159EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis157290LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec132845LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY21572BOY
EOY24445EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY175093BOY
EOY174944EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1013186BOY
EOY1444490EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY9463BOY
EOY46967EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY145170BOY
EOY315827EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY5910EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY154633BOY
EOY368704EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY858553BOY
EOY1075786EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY858553BOY
EOY1075786EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1013186BOY
EOY1444490EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses239552ReconcilationRevenueExpenses
Reconcilation Other Changes-22319ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
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 Years1832988CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1779727CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1519746CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year982511CurrentTaxYearMinus1Year
Current Tax Year1573000CurrentTaxYear
Total7687972Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years882275CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years801470CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years621691CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year301720CurrentTaxYearMinus1Year
Current Tax Year674824CurrentTaxYear
Total3281980Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2715263CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2581197CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2141437CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1284231CurrentTaxYearMinus1Year
Current Tax Year2247824CurrentTaxYear
Total10969952Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years251751CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years122430CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years289031CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year76331CurrentTaxYearMinus1Year
Current Tax Year113907CurrentTaxYear
Total853450Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years251751CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years122430CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years289031CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year76331CurrentTaxYearMinus1Year
Current Tax Year113907CurrentTaxYear
Total853450Total
FieldValueIRS element (for citing)
Public Support Total50910116502PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years9362CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year35398CurrentTaxYearMinus1Year
Current Tax Year38007CurrentTaxYear
Total82767Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years9362CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year35398CurrentTaxYearMinus1Year
Current Tax Year38007CurrentTaxYear
Total82767Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years7400CurrentTaxYearMinus2Years
Current Tax Year505CurrentTaxYear
Total7905Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2715263CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2581197CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2158199CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1319629CurrentTaxYearMinus1Year
Current Tax Year2286336CurrentTaxYear
Total11060624Total
FieldValueIRS element (for citing)
Public Support Percentage5090.91460PublicSupportPercentage509
Prior Year Support Percentage0.92570PriorYearSupportPercentage
Investment Income Percentage0.00750InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00380PriorYrInvestIncomePercentage
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

FieldValueIRS element (for citing)
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1135335BeginningOfYearBalance
End Of Year Balance1135335EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1030189BeginningOfYearBalance
Investment Earnings Or Losses243421InvestmentEarningsOrLosses
Grants Or Scholarships126442GrantsOrScholarships
Administrative Expenses11833AdministrativeExpenses
End Of Year Balance1135335EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1069279BeginningOfYearBalance
Investment Earnings Or Losses142957InvestmentEarningsOrLosses
Grants Or Scholarships170026GrantsOrScholarships
Administrative Expenses12021AdministrativeExpenses
End Of Year Balance1030189EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1319811BeginningOfYearBalance
Contributions119020Contributions
Investment Earnings Or Losses-181652InvestmentEarningsOrLosses
Grants Or Scholarships177643GrantsOrScholarships
Administrative Expenses10257AdministrativeExpenses
End Of Year Balance1069279EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis95957OtherCostOrOtherBasis
Depreciation81044Depreciation
Book Value14913BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis61333OtherCostOrOtherBasis
Depreciation51801Depreciation
Book Value9532BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings24445TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
MUSIC LIBRARY166644
ART WORK5900
DEPOSITS2400
FieldValueIRS element (for citing)
Total Book Value Other Assets174944TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCAPITAL LEASE OBLIGATIONDescription
Amount$5,910Amount
FieldValueIRS element (for citing)
Total Of Amounts5910TotalOfAmounts
Total Revenue2286336TotalRevenue
Total Expenses2046784TotalExpenses
Excess Or Deficit For Year239552ExcessOrDeficitForYear
Net Unrealized GL On Investments-22319NetUnrealizedGLOnInvestments
Total Adjustments-22319TotalAdjustments
Excess Or Deficit Per FS217233ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2264017TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-22319NetUnrealizedGainsInvestments
Revenue Not Rptd F990-22319RevenueNotRptdF990
Revenue Subtotal2286336RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902286336TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2046784TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2046784ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902046784TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE PRIMARY PURPOSE OF BOTH FUNDS 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 AND THE SPEF (PERMANENT) WAS CREATED BY PRIVATE DONATIONS IN 2002.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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 L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
DANIEL BECKLEY
EXECUTIVE DIRECTORDANIEL BECKLEY IS A 50% OWNER OF BLUE KEY, INC. THE CHARLESTON SYMPHONY ORCHESTRA PAID FOR CONSULTING SERVICES ASSOCIATED WITH WEBSITE DEVELOPMENT WITH BLUE KEY, INC. DURING THE YEAR TOTALING $2,000. THESE TRANSACTIONS WERE COMMUNICATED TO THE BOARD AND APPROVED PRIOR TO AQUISTION OF THESE SERVICES.0
DANIEL BECKLEY
EXECUTIVE DIRECTORDANIEL BECKLEY OWNS 100% OF A SOLE PROPRIETORSHIP CALLED BECKLEY WOODWORKING. THE COMPANY PROVIDED THE CHARLESTON SYMPHONY ORCHESTRA SOME LIBRARY SHELVING WOODWORKING SERVICES DURING THE YEAR THAT TOTALED $1,850.0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -22,319.CHANGES IN NET ASSETS OR FUND BALANCES:

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
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
Method Of Amt DeterminationFAIR VALUEMethodOfAmtDetermination