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CHARLESTON SYMPHONY ORCHESTRA: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CHARLESTON SYMPHONY ORCHESTRA (EIN 57-6000192)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201241369349305599
Schema version
2010v3.4
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)
Timestamp2012-05-15T14:50:52-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-07-01TaxPeriodBeginDate

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)
NameDANIEL E BECKLEYName
TitleEXECUTIVE DIRECTORTitle
Phone8437237528Phone
Date Signed2012-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameERIK M GLASER CPAName
Phone8438490655Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDANIEL E BECKLEYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1572 SAVANNAH HIGHWAY NO 100AddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29407ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1321029GrossReceipts
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 Body35NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1519746ContributionsGrantsPriorYear
Contributions Grants Current Year982511ContributionsGrantsCurrentYear
Program Service Revenue Prior Year621691ProgramServiceRevenuePriorYear
Program Service Revenue CY301720ProgramServiceRevenueCY
Investment Income Prior Year9362InvestmentIncomePriorYear
Investment Income Current Year35398InvestmentIncomeCurrentYear
Other Revenue Prior Year7400OtherRevenuePriorYear
Other Revenue Current Year1400OtherRevenueCurrentYear
Total Revenue Prior Year2158199TotalRevenuePriorYear
Total Revenue Current Year1321029TotalRevenueCurrentYear
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 Year549913SalariesEtcPriorYear
Salaries Etc Current Year353503SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year46899TotalFundrsngExpCurrentYear
Other Expense Prior Year1496829OtherExpensePriorYear
Other Expenses Current Year946880OtherExpensesCurrentYear
Total Expenses Prior Year2046742TotalExpensesPriorYear
Total Expenses Current Year1300383TotalExpensesCurrentYear
Revenues Less Expenses Prior Year111457RevenuesLessExpensesPriorYear
Revenues Less Expenses CY20646RevenuesLessExpensesCY
Total Assets BOY927430TotalAssetsBOY
Total Assets EOY1013186TotalAssetsEOY
Total Liabilities BOY176317TotalLiabilitiesBOY
Total Liabilities EOY154633TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY751113NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY858553NetAssetsOrFundBalancesEOY
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
Expense776317Expense
Revenue303120Revenue
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 WILL REACH MORE THAN 7,500 STUDENTS THROUGH IN-SCHOOL CONCERTS GIVEN IN THE CHARLESTON, BERKELEY AND DORCHESTER COUNTY SCHOOL SYSTEMS.Description
Total Program Service Expense776317TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
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 Liabilities0ReportOtherLiabilities
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 Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
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 With109634NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees7NumberOfEmployees
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 Members35NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
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
BRATTON RILEY
SECRETARY2.00XX000
BURTON R SCHOOLS
VP NOMINATING AND GOVERNANCE2.00XX000
CAROLINE THIBAULT
DIRECTOR1.00X000
TED LEGASEY
DIRECTOR1.00X000
QUENTIN BAXTER
DIRECTOR1.00X000
JESSICA BUCHANAN
DIRECTOR1.00X000
CHRISTOPHER BURGESS
DIRECTOR1.00X000
ELLEN CLAUSSEN DAVIS
DIRECTOR1.00X000
DR WILLIAM COOK
DIRECTOR1.00X000
SHANI DIGGS
DIRECTOR1.00X000
JULIE FENIMORE
DIRECTOR1.00X000
CLYDE HIERS
DIRECTOR1.00X000
NAT MALCOLM
DIRECTOR1.00X000
JOHN MAYBANK
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
MR ROGER STEEL
DIRECTOR1.00X000
LINDA WEBER
DIRECTOR1.00X000
DWIGHT WILLIAMS
DIRECTOR1.00X000
BRIGHT WILLIAMSON
DIRECTOR1.00X000
DANIEL BECKLEY
EXECUTIVE DIRECTOR40.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
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 Grants161383GovernmentGrants
All Other Contributions821128AllOtherContributions
Total Contributions982511TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT REVENUE711130233048233048
SOLD SERVICES REVENUE7111306867268672
FieldValueIRS element (for citing)
Total Program Service Revenue301720TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column35398TotalRevenueColumn
Exclusion$35,398ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code711130BusinessCode
Total Revenue Column1400TotalRevenueColumn
Related Or Exempt Function Income1400RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1400TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1321029TotalRevenueColumn
Related Or Exempt Function Income303120RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$35,398ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total44308Total
Program Services13292ProgramServices
Management And General15508ManagementAndGeneral
Fundraising15508Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total244948Total
Program Services32610ProgramServices
Management And General208636ManagementAndGeneral
Fundraising3702Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13031Total
Program Services1955ProgramServices
Management And General10034ManagementAndGeneral
Fundraising1042Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total51216Total
Program Services7682ProgramServices
Management And General39436ManagementAndGeneral
Fundraising4098Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4554Total
Management And General4554ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total552172Total
Program Services535538ProgramServices
Management And General16634ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total68347Total
Management And General68347ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total50997Total
Management And General39971ManagementAndGeneral
Fundraising11026Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total4245Total
Fundraising4245Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total43467Total
Program Services12130ProgramServices
Management And General31337ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total29499Total
Program Services29499ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5154Total
Program Services2735ProgramServices
Management And General2419ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total40074Total
Program Services6011ProgramServices
Management And General30857ManagementAndGeneral
Fundraising3206Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER PRODUCTION COSTS6447764477
GOSPEL CHOIR/SPIRITUAL3968739687
MISC OTHER EXPENSES31693222599434
SOUND & LIGHTS84428442
DEVELOPMENT EXPENSE40724072

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1300383Total
Program Services776317ProgramServices
Management And General477167ManagementAndGeneral
Fundraising46899Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY68710BOY
EOY240347EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY564753BOY
EOY559991EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY58770BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY26853BOY
EOY3400EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8725BOY
EOY12783EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis172381LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec150809LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY26726BOY
EOY21572EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY172893BOY
EOY175093EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY927430BOY
EOY1013186EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY50652BOY
EOY9463EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY125665BOY
EOY145170EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY176317BOY
EOY154633EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY722654BOY
EOY858553EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY28459BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY751113BOY
EOY858553EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY927430BOY
EOY1013186EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses20646ReconcilationRevenueExpenses
Reconcilation Other Changes86794ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years2209939CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1832988CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1779727CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1519746CurrentTaxYearMinus1Year
Current Tax Year982511CurrentTaxYear
Total8324911Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1043352CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years882275CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years801470CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year621691CurrentTaxYearMinus1Year
Current Tax Year301720CurrentTaxYear
Total3650508Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3253291CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2715263CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2581197CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2141437CurrentTaxYearMinus1Year
Current Tax Year1284231CurrentTaxYear
Total11975419Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years171027CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years251751CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years122430CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year289031CurrentTaxYearMinus1Year
Total834239Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years171027CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years251751CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years122430CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year289031CurrentTaxYearMinus1Year
Total834239Total
FieldValueIRS element (for citing)
Public Support Total50911141180PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years590CurrentTaxYearMinus4Years
Current Tax Year Minus1 Year9362CurrentTaxYearMinus1Year
Current Tax Year35398CurrentTaxYear
Total45350Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years590CurrentTaxYearMinus4Years
Current Tax Year Minus1 Year9362CurrentTaxYearMinus1Year
Current Tax Year35398CurrentTaxYear
Total45350Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7536CurrentTaxYearMinus4Years
Current Tax Year Minus1 Year7400CurrentTaxYearMinus1Year
Total14936Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3261417CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2715263CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2581197CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2158199CurrentTaxYearMinus1Year
Current Tax Year1319629CurrentTaxYear
Total12035705Total
FieldValueIRS element (for citing)
Public Support Percentage5090.92570PublicSupportPercentage509
Prior Year Support Percentage0.90760PriorYearSupportPercentage
Investment Income Percentage0.00380InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00080PriorYrInvestIncomePercentage
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)
Number DA Fs Held1NumberDAFsHeld
Donor Advised Contributions0DonorAdvisedContributions
Grants Paid From Donor Funds100000GrantsPaidFromDonorFunds
Aggregate DAF Value434820AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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)
Board Designated EOY Balance0.38300BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.61700PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis172381OtherCostOrOtherBasis
Depreciation150809Depreciation
Book Value21572BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings21572TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
MUSIC LIBRARY166793
ART WORK5900
DEPOSITS2400
FieldValueIRS element (for citing)
Total Book Value Other Assets175093TotalBookValueOtherAssets
Total Revenue1321029TotalRevenue
Total Expenses1300383TotalExpenses
Excess Or Deficit For Year20646ExcessOrDeficitForYear
Net Unrealized GL On Investments86794NetUnrealizedGLOnInvestments
Total Adjustments86794TotalAdjustments
Excess Or Deficit Per FS107440ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1407823TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments86794NetUnrealizedGainsInvestments
Revenue Not Rptd F99086794RevenueNotRptdF990
Revenue Subtotal1321029RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901321029TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1300383TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1300383ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901300383TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationTHE 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.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
DANIEL BECKLEY
EXECUTIVE DIRECTOR2000DANIEL 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 DIRECTOR1850DANIEL 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 (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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.
BOARD REVIEW OF FORM 990THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS ARE GIVEN AN ALLOTED TIME TO REVIEW HE FORM 990 PRIOR TO BE FILED. ANY CHANGES DURING THIS REVIEW ARE MADE PRIOR TO ISSUANCE OF THE RETURN.FORM 990, PART VI, SECTION B, LINE 11:
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 12
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 B, LINE 15
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 18
THE 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 VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 86,794.FORM 990, PART XI, LINE 5:
FINANICAL STATEMENT REPORTINGTHE BOARD HAS NOT CHANGED ANY OVERSIGHT PROCEDURES ASSOCIATED WITH AUDIT SERVICES WITH THE PRIOR YEAR.FORM 990, PART XII, LINE 2C

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
Amount Involved169000AmountInvolved
Method Of Amt DeterminationFAIR VALUEMethodOfAmtDetermination