2013-04-09T16:46:39-05:00 2012-09-30 273605969 CBIZ KIRKLAND RUSS MURPHY & TAPP 13577 FEATHER SOUND DRIVE 400 CLEARWATER FL 33762 990 2011-10-01 591803628 RUTH ECKERD HALL RUTH 7277917060 1111 MCMULLEN BOOTH ROAD CLEARWATER FL 33759 LORI JAMES 7277917060 2013-03-28 1 NATHAN SMITH P00543757 7275721400 2011 2016-02-25 16:41:14Z ROBERT FREEDMAN 1111 MCMULLEN BOOTH ROAD CLEARWATER FL 33759 22038999 0 X WWW.RUTHECKERDHALL.COM X 1978 FL TO ENGAGE THE COMMUNITY TO MASTER, EXPERIENCE, DISCOVER AND EXPLORE QUALITY PERFORMING ARTS. 31 30 277 305 0 0 3740556 4148292 14735992 16553845 537431 -224068 160643 207322 19174622 20685391 15667 21872 0 0 5084638 4642514 0 0 1267054 14984213 16784088 20084518 21448474 -909896 -763083 32641215 30567548 11457964 10671871 21183251 19895677 X RUTH ECKERD HALL WAS ORGANIZED TO SUPPORT THE ESTABLISHMENT AND OPERATION OF A PERFORMING ARTS CENTER AND THEATER FACILITY ON PROPERTY DONATED TO THE CITY OF CLEARWATER, FL FOR THIS PURPOSE. THE FACILITY SERVES A WIDE FIVE-COUNTY AREA, COMFORTABLY SEATING 2,180. THE PERFORMING ARTS CENTER AND THE THEATER, NAMED RUTH ECKERD HALL AT THE RICHARD B. BAUMGARDNER CENTER FOR THE PERFORMING ARTS, OPENED ITS DOORS IN OCTOBER 1983. THE CENTER, THROUGH YEAR-ROUND PROGRAMMING, SERVES THE LOCAL AND REGIONAL COMMUNITY OF THE TAMPA BAY, FLORIDA AREA BY OFFERING A VARIETY OF ACTIVITIES THAT ARE BOTH EDUCATIONAL AND ENTERTAINING. THE THEATER FEATURES BROADWAY SHOWS, ORCHESTRAL PERFORMANCES, OPERA, DANCE, JAZZ, AND POPULAR MUSIC. THE CENTER PROVIDES EDUCATIONAL OPPORTUNITIES TO THE COMMUNITY THROUGH ITS MARCIA P. HOFFMAN PERFORMING ARTS INSTITUTE PERFORMANCES AND PARTICIPATORY CLASSES IN MUSIC, DANCE, AND THEATER. COMMUNITY GROUPS MAY RENT THE FACILITY AT REDUCED RATES. 0 0 16188922 14406997 PROGRAMMING: PROGRAMMING HAS INCLUDED NATIONALLY AND INTERNATIONALLY ACCLAIMED DANCE COMPANIES, MAJOR SYMPHONY ORCHESTRAS, RENOWNED AND EMERGING CLASSICAL SOLOISTS, CHAMBER ENSEMBLES, BROADWAY TOUR COMPANIES, AND NATIONALLY RECOGNIZED POP, ROCK AND JAZZ ARTISTS. SINCE ITS 1983 OPENING, RUTH ECKERD HALL (REH) HAS ESTABLISHED ITSELF AS AN INDUSTRY LEADER IN THE UNITED STATES AND HAS CONSISTENTLY BROUGHT NATIONALLY AND INTERNATIONALLY RENOWNED ARTISTS AND ARTISTIC COMPANIES TO THE TAMPA BAY AREA. RUTH ECKERD HALL HAS DEMONSTRATED EXCELLENCE IN ARTISTRY AND LEADERSHIP IN THE COMMUNITY THROUGH A 29 YEAR HISTORY OF ACHIEVEMENTS: -PRESENTED OVER 5,000 PERFORMANCES TO MORE THAN 5 MILLION PEOPLE, INCLUDING OVER 1.5 MILLION YOUNG PEOPLE (8,800 ATTENDED DURING SCHOOL FIELD TRIPS DURING THE CURRENT FISCAL YEAR).-DESIGNATED A MAJOR FLORIDA CULTURAL INSTITUTION IN 1991-TWICE NOMINATED ONE OF THE TOP SIX CONCERT HALLS IN THE UNITED STATES BY A NATION-WIDE INDUSTRY POLL OF TECHNICIANS, ARTISTS AND THEIR MANAGEMENT.-VOTED #1 HIGHEST GROSSING THEATRE IN THE WORLD BY BILLBOARD MAGAZINE (2500 SEATS OR LESS) FOR THE LAST DECADE.-VOTED #8 HIGHEST GROSSING THEATRE OF THE DECADE BY BILLBOARD MAGAZINE (5200 SEATS OR LESS).-$1M KRESGE CHALLENGE GRANT CRITERIA MET WITH OVER 750 DONORS, 2002-THE MARCIA P. HOFFMAN PERFORMING ARTS INSTITUTE, OPENS, 2003 -RENOVATION/EXPANSION OF MAIN STAGE FACILITIES, 2004-NATIONAL ENDOWMENT FOR THE ARTS GRANT FOR ECKERD THEATER COMPANY (ETC) HURRICANE RELIEF PERFORMANCES, 2004; ETC TRAVELS TO POST-KATRINA BILOXI, 2005-ETC JOINS FLORIDA ARTS ON TOUR ROSTER BEGINNING IN 1996-REH BEGINS PROGRAMMING THE HISTORIC CAPITOL THEATRE IN DOWNTOWN CLEARWATER, FL IN 2009 -MAJOR COMMISSIONS OF NATIONAL SIGNIFICANCE:--35 PLAYS COMMISSIONED/PREMIERED BY ETC; PUBLISHED SCRIPTS: THE SNOW QUEEN(2000), VOTE?(2004), BATTLEDRUM(2008)--SUITE FOR RUTH, JAZZ WORK COMMISSIONED FROM DAVE KOZ AND DAVID BENOIT (2003) WITH CHOREOGRAPHY COMMISSIONED FROM DONALD BYRD (2008) FOR SPECTRUM DANCE THEATER--MUSIC BY ELLEN TAAFFE ZWILICH (2003) PERFORMED BY ITZHAK PERLMAN--PAINTING TO CELEBRATE 25 YEARS BY CHRISTOPHER STILL (2009)--MEGAWATT, DANCEWORK FOR PILOBOLUS DANCE THEATER BY JONATHAN WOLKEN -SUSTAINED COMMUNITY PROGRAM PARTNERSHIPS: CLEARWATER JAZZ HOLIDAY, PINELLAS YOUTH SYMPHONY, CLEARWATER CHORUS, PINELLAS OPERA LEAGUE, PINELLAS COUNTY SCHOOL SYSTEM, SKYCREST, LEALMAN, EISENHOWER & SKYVIEW ELEMENTARY SCHOOLS, BLOSSOM MONTESSORI SCHOOL FOR THE DEAF, MORTON PLANT MEASE HOSPITAL, PINELLAS PARTNERS FOR CREATIVE AGING, CLEARWATER DOWNTOWN EVENTS-DESIGNATED BY NATIONAL CENTER FOR CREATIVE AGING AS 1 OF 4 ORGANIZATIONS IN US TO LEAD REGIONAL COMMUNITY INITIATIVE, 2008-JEFF HARTZOG, DIRECTOR OF OPERATIONS - VSA ARTS FL 2009 INCLUSIVE CULTURE AWARD -JOYCE BONOMINI, DIRECTOR OF EDUCATION, JOINS PEER ADVISORY BOARD OF NATIONAL GUILD OF COMMUNITY SCHOOLS FOR THE ARTS, 2008-JULIA FLOOD, ETC ARTISTIC DIRECTOR, FEATURED IN THE DANA FOUNDATION'S DANA PRESS, ARTISTS IN EDUCATION, 2008-FULL-TIME ETC ACTOR, JACK HOLLOWAY AWARDED $10,000 NSAL 1ST PLACE NATIONAL AWARD IN DRAMA, 2009-ROBERT ROSSI, DIRECTOR OF ENTERTAINMENT, PRESIDENT OF FLORIDA PRESENTERS CONSORTIUM FOR 6 CONSECUTIVE YEARS (2001-2007) AND NAMED PROMOTER OF THE YEAR BY THE CREATIVE LOAFING PUBLICATION IN 2004-NUMEROUS REH SCHOLARSHIP WINNERS PROGRESSED INTO SUCCESSFUL PROFESSIONAL CAREERS ON BROADWAY AND NATIONAL TOURING COMPANIES, INCLUDING RENT, BROOKLYN THE MUSICAL, IN THE HEIGHTS, HAIR, RAGTIME, THE LION KING, THE COLOR PURPLE, AMERICAN BALLET THEATRE, AN INTERNATIONAL TOUR AS LEAD GUITARIST WITH THE GAVIN DEGRAW BAND, AND A RECURRING CHARACTER ON ABC TV'S "GCB".-SCHOLARSHIP WINNER KAREN OLIVO WON TONY AWARD FOR HER PERFORMANCE OF ANITA IN WEST SIDE STORY. -CHEIF EXECUTIVE OFFICER:--ZEV BUFFMAN WAS NAMED CEO FOR RUTH ECKERD HALL IN 2012. ZEV BUFFMAN HAS PRODUCED MORE THAN 40 BROADWAY SHOWS AND 100 NATIONAL TOURS. IN 2011, HE RECEIVED THE COVETED RAVEN AWARD FROM THE MYSTERY WRITERS OF AMERICA. MR. BUFFMAN HAS HAD 29 TONY AWARD NOMINATIONS, WON THE NEW YORK DRAMA CRITICS' AWARD FOR 'BEST MUSICAL', WAS AWARDED THE VERY FIRST FLORIDA AMBASSADOR OF THE ARTS , THE DISTINGUISHED ACHIEVEMENT AWARD FROM WHARTON SCHOOL OF BUSINESS, 'ENTERTAINER OF THE YEAR' AWARD FROM THE GOVERNOR OF LOUISIANA, AND DECADE ACHIEVER'S AWARD FROM THE NATIONAL POLO ASSOCIATION. HE WAS RECIPIENT OF 'MAN OF THE YEAR' IN MIAMI, OKLAHOMA CITY, NEW ORLEANS, MIAMI BEACH, ORLANDO, TAMPA, ST. PETERSBURG, AND PALM BEACH. HE ALSO WON 'PRODUCER OF THE YEAR' IN WASHINGTON, D.C. AND FLORIDA (SIX TIMES). HE WAS ACTIVELY INVOLVED IN SAVING NUMEROUS NATIONAL LANDMARK SHOWPLACES INCLUDING THE WORLD FAMOUS CHICAGO THEATRE AND THE SAENGER THEATRE IN NEW ORLEANS' FRENCH QUARTER.--ZEV BUFFMAN IS LEADING THE EFFORTS TO RENOVATE THE CAPITOL THEATRE, THE "CROWN JEWEL" OF DOWNTOWN CLEARWATER. IN ADDITION TO OVERSEEING THE RENOVATION OF THE CAPITOL THEATRE, MR. BUFFMAN ALSO CREATED THE TECHNICAL THEATER CAREER TRAINING MASTER CLASSES INVOLVING FIFTY STUDENTS FROM TAMPA BAY AREA HIGH SCHOOLS AND COLLEGES WHO ARE ENROLLED IN THE PROGRAM. THEY PARTICIPATE IN THESE HANDS-ON WORKSHOPS AND CLASSES THAT FOCUS ON TECHNICAL ASPECTS OF THEATER FOR CAREER MINDED-STUDENTS. 1295029 649462 THE MARCIA P. HOFFMAN PERFORMING ARTS INSTITUTE ("THE INSTITUTE") WAS ESTABLISHED ON THE RUTH ECKERD HALL (REH) CAMPUS IN 2003 AND IS AN INTEGRAL PART OF REH, INC. ITS STATED PURPOSE IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES WHICH PROVIDE ACCESSIBILITY TO AND EXPLORATION, DISCOVERY AND MASTERY OF THE ARTS. THE COMPREHENSIVE EDUCATION PROGRAMS SERVE THE NEEDS OF YOUTH, BOTH SCHOOL-BASED AND NON SCHOOL-BASED, THOSE OF CHALLENGED STUDENTS AND THE ELDERLY. THE INSTITUTE IS COMPRISED OF 4 MULTI-PURPOSE CLASSROOMS, 4 MUSIC PRACTICE ROOMS, 2 DANCE STUDIOS WITH SPRUNG FLOORS, A MULTI-PURPOSE ART STUDIO, AND A 182-SEAT THEATER, AS WELL AS OFFICE SPACE FOR INSTITUTE ADMINISTRATION AND FACULTY. THE YEAR-ROUND PROGRAMMING ON SITE OFFERS EXPLORATORY AND PREPARATORY CLASSES IN ALL PERFORMING ARTS DISCIPLINES. A SUMMER CAMP SERIES INCLUDES A VISUAL ARTS COMPONENT IN EACH OF ITS CLASSES. ALSO ON SITE IS THE SCHOOLTIME SERIES WHICH PROVIDES HIGH QUALITY ARTS PERFORMANCES FOR SCHOOLS.ALTOGETHER, PROGRAMMING THROUGH THE INSTITUTE REACHED 78,428 YOUTHS AND ADULTS DURING THE 2012 FISCAL YEAR. 17483951 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 165 0 1 277 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X RUTH ECKERD HALL 7277917060 1111 N MCMULLEN BOOTH RD CLEARWATER FL 33759 BARRY ALPERT 1.00 X 0 0 0 RICHARD BOUCHARD 1.00 X 0 0 0 JOYCE COTTON 1.00 X 0 0 0 KEN HAMILTON 1.00 X 0 0 0 JOAN KLINE 1.00 X 0 0 0 STAN LEVY 1.00 X 0 0 0 JOSHUA MAGIDSON 2.00 X 0 0 0 JILL MELKONIAN 1.00 X 0 0 0 GARY NAMM 1.00 X 0 0 0 SANDY STROYNE 1.00 X 0 0 0 GLENN BERGOFFEN 1.00 X 0 0 0 SUSAN BLACKBURN 1.00 X 0 0 0 CHARLENE GORDON 1.00 X 0 0 0 LINDA GRIFFIN-KELIHER 1.00 X 0 0 0 STEVEN KRAMER 1.00 X 0 0 0 CARLEN PETERSEN 1.00 X 0 0 0 KENNETH ROBERTS 1.00 X 0 0 0 CHARLIE RUTZ 1.00 X 0 0 0 BARBARA SCHMITZ 1.00 X 0 0 0 DAVID SUELLAU II 1.00 X 0 0 0 MIKE CONNOR 1.00 X 0 0 0 AMI FORTE 1.00 X 0 0 0 JAN HARROUN 1.00 X 0 0 0 BARRY SHEVLIN 1.00 X 0 0 0 PHILIP K BEAUCHAMP 2.00 X 0 0 0 MARCUS GREENE 2.00 X 0 0 0 JANA L JONES 2.00 X 0 0 0 DAVID ABELSON 1.00 X 0 0 0 SUSAN BENJAMIN 1.00 X 0 0 0 FRANK HIBBARD 1.00 X 0 0 0 ZEV BUFFMAN 40.00 X X 0 0 0 ROBERT ROSSI 40.00 X 134048 0 7228 LORI A JAMES 40.00 X 0 0 0 KAREN JUBRAIL 40.00 X 101152 0 6583 ROBERT A FREEDMAN 40.00 X 186005 0 7924 421205 0 21735 3 1 1 0 CO-ADVANTAGE RESOURCES INC (FKA NELC 339 6TH AVE WEST BRADENTON FL 34205 STAGEHANDS 715942 JS TOURING LLC 16718 BENTON TAYLOR DR CHESTERFIELD MO 63005 ARTIST 505301 UNITED HEALTHCARE INSURANCE COMPANY DEPT CH 10151 PALATINE IL 600550151 INSURANCE 371944 CREATIVE ARTISTS AGENCY LLC 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 AGENT 336375 WELLS FARGO INS SERVICES USA INC PO BOX 201629 DALLAS TX 753201629 INSURANCE 323944 26 1760850 878123 1509319 4148292 ADMISSIONS AND RENTALS 711190 13523383 13523383 FOOD, BEVERAGE, ETC. 721000 1446096 1446096 TICKETING SERVICE FEE 711300 893914 893914 TUITION AND REGISTRATI 611600 649462 649462 OTHER 561000 40990 40990 16553845 158282 158282 645563 187095 665008 550000 -19445 -362905 -382350 -382350 397212 138600 258612 258612 BROADWAY PARTNERSHIP I 711190 -51290 -51290 -51290 20685391 15056459 0 1480640 21872 21872 932231 529916 402315 3013697 2462400 253494 297803 24276 9468 14808 327842 253434 42668 31740 344468 258167 64955 21346 22593 10167 12426 46012 16267 20758 8987 35300 13767 21533 40541 643 39898 9880953 9244533 46972 589448 1315906 1269960 5153 40793 501018 265773 200145 35100 36467 1248 35219 249319 249019 300 896401 513249 382027 1125 203467 175735 25735 1997 6421 1736 524 4161 192865 75217 117648 1178732 459705 719027 402647 163212 239435 FOOD & BEVERAGE COST OF 772490 732949 38553 988 CREDIT CARD MERCHANT FE 298712 280009 588 18115 PATRON SERVICES 216540 214376 2164 CATERING 198022 166169 0 31853 289682 94960 11424 183298 21448474 17483951 2697469 1267054 1832071 826954 865886 1532455 478997 846806 680213 688077 85968 84953 827914 475910 33174545 12682609 21520434 20491936 5355279 5040792 994453 579665 32641215 30567548 1174326 779721 3722764 3503402 5700000 5340000 45499 14239 0 200000 815375 834509 11457964 10671871 X 15279382 14686877 996154 1039965 4907715 4168835 21183251 19895677 32641215 30567548 X -763083 -524491 X X 0 1 1 X 0 X 3310933 2950135 2712638 3740555 4148292 16862553 3310933 2950135 2712638 3740555 4148292 16862553 16862553 134433 87420 176940 228445 158282 785520 17648073 77257577 0.95550 0.95090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305035 X 0 0 1 5903867 360709 56861 1112635 5208802 6375725 96645 -87736 480767 5903867 6664035 224602 -147911 365001 6375725 7784937 166064 -170504 1116462 6664035 0.00000 0.80030 0.19970 1 0 37500 37500 177874 174682 3192 29604757 10143641 19461116 3049379 2364286 685093 305035 305035 20491936 LIABILITY UNDER INTEREST RATE SWAP AGREEMENT 734509 REFUNDABLE ADVANCES 100000 834509 20685391 21448474 -763083 315351 18689 -903780 45249 -524491 -1287574 21275327 371986 175158 547144 20728183 -42792 -42792 20685391 20307832 156469 138600 295069 20012763 1435711 1435711 21448474 PART III, LINE 4: REH COMMISSIONED ARTIST CHRISTOPHER STILL TO PAINT A COMMEMORATIVE PAINTING FOR REH'S 25TH ANNIVERSARY. THE MASTERPIECE IS CALLED "AN EVENING TO REMEMBER" AND IS HANGING IN THE WEST LOBBY OF THE HALL. THE PAINTING IS A VIEW OF THE INTERIOR OF THE THEATRE WITH MANY OF THE MAJOR SUPPORTERS THAT BUILT RUTH ECKERD HALL REPRESENTED IN THE PAINTING AS WELL AS RUTH ECKERD HALL'S ORIGINAL LOGO. IT PROVIDES A SIGNIFICANT VISUAL ENHANCEMENT TO THE FACILITY FOR THOSE ENTERING THE WEST LOBBY. PART IV, LINE 2B: THE ORGANIZATION HOLDS ASSETS IN ESCROW FOR CERTAIN CHARITABLE TRUST AGREEMENTS THAT ARE PAYABLE TO THE CONTRIBUTOR UNDER CERTAIN TERMS AND CONDITIONS. THE ORGANIZATION OTHERWISE RETAINS UNRESTRICTED TITLE TO THE FUNDS FROM THE TRUST. THOSE FUNDS ARE NOT PAYABLE TO ANY OTHER PARTY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT ASSETS HAVE BEEN ESTABLISHED BY DONORS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO OPERATING THE PROGRAMMING ACTIVITIES OF RUTH ECKERD HALL, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES ACCOUNTING STANDARDS CODIFICATION TOPIC 740 "INCOME TAXES" (ASC 740). ASC 740 PRESCRIBES A RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THERE IS NO MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF THE APPLICATION OF THIS STANDARD. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS UNDER THIS STANDARD AS A COMPONENT OF INCOME TAX EXPENSE, AND NONE WERE RECOGNIZED SINCE THERE WAS NO MATERIAL IMPACT OF OVERALL APPLICATION OF THIS STANDARD. THE ORGANIZATION'S INFORMATION RETURNS ARE OPEN TO IRS EXAMINATION FOR THE 2008 TAX YEAR ENDED SEPTEMBER 30, 2009, AND ALL SUBSEQUENT TAX YEARS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 45,249. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME (LOSS) 532,658. SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUES -138,600. GAIN/LOSS ON SALE OF BUILDING -363,725. BRODAWAY SHOW WRITEOFF -73,125. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUES 138,600. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BUILDING DEPRECIATION 1,000,729. OTHER EXPENSES 242,117. INTEREST EXPENSE 192,865. HARVESTING FOR SCHOLARSHIPS 184064 184064 36531 SPRING GALA 174155 174155 78948 2 38993 38993 23121 397212 397212 138600 138600 258612 1 RUTH ECKERD HALL YOUTH SCHOLARSHIP IN THE PERFORMING ARTS AWARDS:THIS AWARD IS TALENT BASED. APPLICANTS MUST BE STUDENTS IN GOOD STANDING OF THE HOFFMAN INSTITUTE AT RUTH ECKERD HALL TO APPLY. THE CRITERIA FOR ELIGIBILITY ALSO INCLUDES A GRADE POINT AVERAGE OF 3.0 CERTIFIED BY A GUIDANCE COUNSELOR OR OTHER SCHOOL OFFICIAL, A LETTER OF RECOMMENDATION FROM A STAFF PERSON OF THE HOFFMAN INSTITUTE, AND A WRITTEN STATEMENT FROM THE APPLICANT.APPLICANTS MUST ATTEND A LIVE AUDITION BEFORE A PANEL OF JUDGES. FINALISTS ARE SELECTED FOR A SECOND ROUND OF LIVE AUDITIONS FROM WHICH THE FIRST, SECOND AND THIRD PLACE POSITIONS ARE DETERMINED. ELIGIBLE INDIVIDUALS ARE STUDENTS OF THE MARCIA P. HOFFMAN PERFORMING ARTS INSTITUTE AT RUTH ECKERD HALL.DURING THE CURRENT YEAR, THERE WERE FIVE FIRST PLACE SCHOLARSHIPS OF $2,000 EACH, FIVE SECOND PLACE SCHOLARSHIPS OF $750 EACH, AND FIVE THIRD PLACE SCHOLARSHIPS OF $200 EACH. 27 21872 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE VERBAL TERMS OF THE SCHOLARSHIP EXPECTS THAT THE STUDENTS WILL USE THE FUNDS FROM THE SCHOLARSHIP AWARDS TO FURTHER THEIR ARTS STUDIES. ON OCCASION, THE HOFFMAN INSTITUTE HAS HAD FOLLOW UP WITH THE SCHOLARSHIP WINNERS TO TRACK THEIR PROGRESS. FURTHERMORE, RECORDS ARE MAINTAINED BY THE REGISTRAR AND BUSINESS ANALYST, WHICH ARE UPDATED DAILY BY THE REGISTRAR AND MONTHLY BY THE BUSINESS ANALYST. 1 X 0 0 0 0 0 0 0 0 0 KAREN JUBRAIL 85987 0 0 0 15165 0 1516 0 5067 0 107735 0 0 0 ROBERT A FREEDMAN 164005 0 0 0 22000 0 2657 0 5267 0 193929 0 0 0 PINELLAS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 596000800 72316TAA2 2003-03-01 8100000 RENOVATION AND EXPANSION OF THE PERFORMING ARTS COMPLEX (MAIN FACILITY) 0 0 0 8100000 188654 7911346 2003 0 0 1 1 0 0 0 0 1 0 1 1 THE BANK OF NEW YORK TRUST COMPANY 0.100000000000 0 0 0 0 0 TIMES PUBLISHING COMPANY JANA JONES, A DIRECTOR, ALSO SERVES AS AN OFFICER FOR THIS ENTITY 268810 RUTH ECKERD HALL PURCHASES PRINT ADVERTISING FOR EVENTS PRESENTED BY RUTH ECKERD HALL (IN FURTHERANCE OF THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE) FROM TIMES PUBLISHING COMPANY. THIS ADVERTISING APPEARS IN THE LOCAL NEWSPAPER WHICH IS PUBLISHED BY TIMES PUBLISHING COMPANY. JANA JONES IS AN OFFICER OF TIMES PUBLISHING COMPANY, AND IS ALSO A VOTING BOARD MEMBER OF RUTH ECKERD HALL. TERMS FOR THE ADVERTISING CONTRACTS ARE COMMENSURATE WITH ARM'S-LENGTH VALUES TYPICAL FOR SIMILAR ARRANGEMENTS IN THE INDUSTRY. TIMES PUBLISHING COMPANY IS OWNED 100% BY THE POYNTER INSTITUTE, A 501(C)(3) NONPROFIT ORGANIZATION. 0 FORM 990, PART VI, SECTION B, LINE 11 A FULL VERSION OF FORM 990 AS FILED WITH THE IRS IS MADE AVAILABLE TO EACH VOTING MEMBER OF THE GOVERNING BODY AND/OR DESIGNATED COMMITTEES RESPONSIBLE FOR PERFORMING A REVIEW PROCESS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN STATEMENTS UNDER POLICY ARE REQUIRED ANNUALLY OF EACH OFFICER & DIRECTOR. POTENTIAL CONFLICTS ARE DETERMINED BY THE CHAIRMAN AND VICE CHAIRMAN. THE PERSONS HAVING A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN DELIBERATIONS/DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS SUBJECT TO THE SAME COST OF LIVING INCREASE AS THE REST OF THE ORGANIZATION. THE PERCENTAGE INCREASE IS DETERMINED DURING THE BOARD BUDGET REVIEW AND APPROVAL PROCESS. THE CHAIRMAN OF THE BOARD'S SIGNATURE IS REQUIRED ON THE EMPLOYEE CHANGE STATUS FORM BEFORE ANY CHANGE IN THE CEO'S SALARY IS PUT INTO EFFECT. ANY COMPENSATION CHANGES OUTSIDE OF THIS PROCESS IS DETERMINED BY THE COMPENSATION & BENEFITS COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE BY CALLING 727-791-7060, OR BY EMAILING THE REQUEST TO MAILDELIVERY@RUTHECKERDHALL.NET. PLEASE REFERENCE THE FINANCE DEPARTMENT IN ANY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 315,351. DONATED SERVICES AND USE OF FACILITIES: 18,689. PRIOR PERIOD ADJUSTMENTS: -903,780. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 45,249. TOTAL TO FORM 990, PART XI, LINE 5: -524,491. PROCESS USED BY COMMITTEE RESPONSIBLE FOR OVERSIGHT OF AUDIT: PART XI, LINE 2C THE AUDIT COMMITTEE REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS AND THE BOARD OF DIRECTORS REVIEWS AND RATIFIES THEM. THIS PROCESS, ALONG WITH SELECTION OF THE INDEPENDENT ACCOUNTANT, HAS NOT CHANGED FROM PRIOR YEARS.