2012-05-15T14:50:52-05:00 2011-06-30 GLASERDUNCAN CPAS 1040 ANNA KNAPP BLVD MOUNT PLEASANT SC 29464 990 2010-07-01 576000192 CHARLESTON SYMPHONY ORCHESTRA CHAR 8437237528 572 SAVANNAH HIGHWAY NO 100 CHARLESTON SC 29407 DANIEL E BECKLEY 8437237528 2012-05-14 1 ERIK M GLASER CPA 8438490655 2010 2016-02-24 21:20:13Z DANIEL E BECKLEY 572 SAVANNAH HIGHWAY NO 100 CHARLESTON SC 29407 1321029 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. 35 35 7 0 0 0 1519746 982511 621691 301720 9362 35398 7400 1400 2158199 1321029 0 0 0 0 549913 353503 0 0 46899 1496829 946880 2046742 1300383 111457 20646 927430 1013186 176317 154633 751113 858553 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 776317 303120 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 WILL REACH MORE THAN 7,500 STUDENTS THROUGH IN-SCHOOL CONCERTS GIVEN IN THE CHARLESTON, BERKELEY AND DORCHESTER COUNTY SCHOOL SYSTEMS. 776317 1 1 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 34 0 7 1 0 0 0 0 0 0 0 0 X 35 35 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 BRATTON RILEY 2.00 X X 0 0 0 BURTON R SCHOOLS 2.00 X X 0 0 0 CAROLINE THIBAULT 1.00 X 0 0 0 TED LEGASEY 1.00 X 0 0 0 QUENTIN BAXTER 1.00 X 0 0 0 JESSICA BUCHANAN 1.00 X 0 0 0 CHRISTOPHER BURGESS 1.00 X 0 0 0 ELLEN CLAUSSEN DAVIS 1.00 X 0 0 0 DR WILLIAM COOK 1.00 X 0 0 0 SHANI DIGGS 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 JOHN MAYBANK 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 MR ROGER STEEL 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 DANIEL BECKLEY 40.00 X 0 0 0 0 0 0 0 0 0 0 0 161383 821128 982511 CONCERT REVENUE 711130 233048 233048 SOLD SERVICES REVENUE 711130 68672 68672 301720 35398 35398 MISCELLANEOUS 711130 1400 1400 1400 1321029 303120 0 35398 44308 13292 15508 15508 244948 32610 208636 3702 13031 1955 10034 1042 51216 7682 39436 4098 4554 4554 552172 535538 16634 68347 68347 50997 39971 11026 4245 4245 43467 12130 31337 29499 29499 5154 2735 2419 40074 6011 30857 3206 OTHER PRODUCTION COSTS 64477 64477 GOSPEL CHOIR/SPIRITUAL 39687 39687 MISC OTHER EXPENSES 31693 22259 9434 SOUND & LIGHTS 8442 8442 DEVELOPMENT EXPENSE 4072 4072 1300383 776317 477167 46899 68710 240347 564753 559991 58770 26853 3400 8725 12783 172381 150809 26726 21572 172893 175093 927430 1013186 50652 9463 125665 145170 176317 154633 X 722654 858553 28459 0 751113 858553 927430 1013186 X 20646 86794 X X 0 1 1 X 0 X 2209939 1832988 1779727 1519746 982511 8324911 1043352 882275 801470 621691 301720 3650508 3253291 2715263 2581197 2141437 1284231 11975419 171027 251751 122430 289031 834239 0 171027 251751 122430 289031 834239 11141180 590 9362 35398 45350 590 9362 35398 45350 7536 7400 14936 3261417 2715263 2581197 2158199 1319629 12035705 0.92570 0.90760 0.00380 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 100000 434820 1 1 1030189 243421 126442 11833 1135335 1069279 142957 170026 12021 1030189 1319811 119020 -181652 177643 10257 1069279 0.38300 0.61700 1 0 172381 150809 21572 21572 MUSIC LIBRARY 166793 ART WORK 5900 DEPOSITS 2400 175093 1321029 1300383 20646 86794 86794 107440 1407823 86794 86794 1321029 0 1321029 1300383 0 1300383 0 1300383 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. DANIEL BECKLEY EXECUTIVE DIRECTOR 2000 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 1850 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. BOARD REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11: THE 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 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 GAINS ON INVESTMENTS: 86,794. FINANICAL STATEMENT REPORTING FORM 990, PART XII, LINE 2C THE BOARD HAS NOT CHANGED ANY OVERSIGHT PROCEDURES ASSOCIATED WITH AUDIT SERVICES WITH THE PRIOR YEAR. 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 169000 FAIR VALUE