2013-05-15T22:55:46-05:00 2012-06-30 205788602 GLASERDUNCAN CPAS 1040 ANNA KNAPP BLVD MOUNT PLEASANT SC 29464 990 2011-07-01 576000192 CHARLESTON SYMPHONY ORCHESTRA CHAR 8437237528 572 SAVANNAH HIGHWAY NO 100 CHARLESTON SC 29407 ROBERT SCHLAU 8437237528 2013-05-15 1 ERIK M GLASER CPA P00724565 8438490655 2011 2016-02-25 16:41:14Z ROBERT SCHLAU 572 SAVANNAH HIGHWAY NO 100 CHARLESTON SC 29407 2286336 0 X WWW.CHARLESTONSYMPHONY.COM X 1936 SC THE 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. 31 31 10 5 0 0 982511 1573000 301720 674824 35398 38007 1400 505 1321029 2286336 0 0 0 0 353503 410865 0 0 205820 946880 1635919 1300383 2046784 20646 239552 1013186 1444490 154633 368704 858553 1075786 THE 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. 0 0 1477436 675329 THE 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. 1477436 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 13 0 10 1 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 1 1 0 SC X LISA MCDONALD 8437237528 572 SAVANNAH HWY STE 100 CHARLESTON SC 29407 JOHN H WARREN III 2.00 X X 0 0 0 ROBERT SCHLAU 2.00 X X 0 0 0 JAMES BRAUNREUTHER 2.00 X X 0 0 0 CHARLIE CUMBAA 2.00 X X 0 0 0 L JOHN CLARK 2.00 X X 0 0 0 ROBERT BLOCKER 2.00 X X 0 0 0 ELLEN CLAUSSEN DAVIS 1.00 X X 0 0 0 JOHN MAYBANK 1.00 X X 0 0 0 SUE INGRAM 1.00 X X 0 0 0 BRATTON RILEY 2.00 X 0 0 0 TED LEGASEY 1.00 X 0 0 0 JESSICA BUCHANAN 1.00 X 0 0 0 CHRISTOPHER BURGESS 1.00 X 0 0 0 DR WILLIAM COOK 1.00 X 0 0 0 JULIE FENIMORE 1.00 X 0 0 0 CLYDE HIERS 1.00 X 0 0 0 NAT MALCOLM 1.00 X 0 0 0 J HUGH MCDANIEL 1.00 X 0 0 0 DR FRANCIS G MIDDLETON 1.00 X 0 0 0 PHYLLIS MILLER 1.00 X 0 0 0 LEE PRINGLE 1.00 X 0 0 0 DR JAMES M RAVENEL 1.00 X 0 0 0 MAYO READ 1.00 X 0 0 0 MARY ANN SOLBERG 1.00 X 0 0 0 LINDA WEBER 1.00 X 0 0 0 DWIGHT WILLIAMS 1.00 X 0 0 0 BRIGHT WILLIAMSON 1.00 X 0 0 0 JOHN CAHILL 1.00 X 0 0 0 ROBERT PEARCE 1.00 X 0 0 0 ROGER STEEL 1.00 X 0 0 0 CYNTHIA HARTLEY 1.00 X 0 0 0 DANNY BECKLEY 40.00 X 84846 0 0 84846 0 0 0 0 0 0 0 271249 1301751 1573000 CONCERT REVENUE 711130 583953 583953 SOLD SERVICES REVENUE 711130 90871 90871 674824 38007 38007 MISCELLANEOUS 711130 505 505 505 2286336 675329 0 38007 89481 26844 31319 31318 282572 115547 63403 103622 16822 4460 12362 21990 9075 12915 1561 1561 9594 9594 40313 40313 1023631 1017399 2410 3822 124833 124833 46317 16085 30232 11549 11549 54479 28079 26400 8391 8391 4844 2419 2425 22314 22314 GOSPEL CHOIR/SPIRITUAL 131266 131266 DIRECT AND INDIRECT PRO 128384 128384 MISCELLANEOUS 16159 16159 SOUND & LIGHTS 11339 11339 945 945 2046784 1477436 363528 205820 240347 465957 559991 571190 140795 3400 0 12783 67159 157290 132845 21572 24445 175093 174944 1013186 1444490 9463 46967 145170 315827 0 5910 154633 368704 X 858553 1075786 858553 1075786 1013186 1444490 X 239552 -22319 X 0 0 0 X 1832988 1779727 1519746 982511 1573000 7687972 882275 801470 621691 301720 674824 3281980 2715263 2581197 2141437 1284231 2247824 10969952 251751 122430 289031 76331 113907 853450 0 251751 122430 289031 76331 113907 853450 10116502 9362 35398 38007 82767 9362 35398 38007 82767 7400 505 7905 2715263 2581197 2158199 1319629 2286336 11060624 0.91460 0.92570 0.00750 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1135335 1135335 1030189 243421 126442 11833 1135335 1069279 142957 170026 12021 1030189 1319811 119020 -181652 177643 10257 1069279 1 0 95957 81044 14913 61333 51801 9532 24445 MUSIC LIBRARY 166644 ART WORK 5900 DEPOSITS 2400 174944 CAPITAL LEASE OBLIGATION 5910 5910 2286336 2046784 239552 -22319 -22319 217233 2264017 -22319 -22319 2286336 0 2286336 2046784 0 2046784 0 2046784 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. DANIEL BECKLEY EXECUTIVE DIRECTOR DANIEL 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 DIRECTOR DANIEL 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 FORM 990, PART VI, SECTION B, LINE 11 THE 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 12 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 MANAGEMENT, IT WOULD PURSUE AND RESOLVE THOSE ISSUES WITH THE OFFICER OR BOARD MEMBER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE 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 18 THE 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 19 THE CHARLESTON SYMPHONY ORCHESTRA ASSOCIATION HONORS THE REQUIREMENTS OF THE LAWS GOVERNING REQUESTS FOR SUCH DOCUMENTS FROM THE PUBLIC AND FEDERAL AND STATE AGENCIES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -22,319. CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC PO BOX 22613 CHARLESTON SC 29413 542133879 FUNDRAISING FOR CSO SC 501(C)(3) LINE 9 CHARLESTON SYMPHONY ORCHESTRA INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLESTON SYMPHONY ORCHESTRA LEAGUE INC C FAIR VALUE