2018-12-06T17:29:03-06:00 2018-06-30 990169131 N&K CPAS INC 1001 BISHOP ST STE 1700 HONOLULU HI 968133696 990 2017-07-01 990340522 HONOLULU SYMPHONY FOUNDATION INC HONO 8085242255 C/O 1001 BISHOP STREET NO 1700 HONOLULU HI 96813 LYNNE JOHNSON PRESIDENT 8085242255 2018-11-26 1 WESLEY B HIYANE P00170760 8085242255 66.135.240.105 2018-11-26 20:31:09 HS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 336FC3C44A932E5C32B082A11C01CB7D237C8C06 2017 2019-02-21 02:37:17Z X LYNNE JOHNSON C/O 1001 BISHOP STREET NO 1700 HONOLULU HI 96813 4720572 0 X NONE X 1986 HI TO PROVIDE FINANCIAL SUPPORT TO TAX-EXEMPT PUBLIC CHARITIES THAT OPERATE A PROFESSIONAL SYMPHONY ORCHESTRA. 8 8 0 0 0 0 8000 175006 0 0 675717 977045 1806 0 685523 1152051 679398 582248 0 0 0 0 0 0 0 173908 219822 853306 802070 -167783 349981 11999529 12537468 3972497 3894750 8027032 8642718 THE HONOLULU SYMPHONY FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING SUPPORT FOR THE HAWAII SYMPHONY ORCHESTRA, A 501(C)(3) ORGANIZATION, FOR AS LONG AS IT OPERATES A PROFESSIONAL SYMPHONY ORCHESTRA. 0 0 802070 582248 TO PROVIDE FINANCIAL SUPPORT TO THE HAWAII SYMPHONY ORCHESTRA. 802070 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 HI X LYNNE JOHNSON 8085242255 C/O 1001 BISHOP STREET SUITE 1700 HONOLULU HI 96813 X WESLEY YS CHANG PRESIDENT/DIRECTOR 0.50 X X 0 0 0 MARK WONG VICE-PRESIDENT/DIRECTOR 0.50 X X 0 0 0 LISA NAKAMICHI SECRETARY/DIRECTOR 1.00 X X 0 0 0 RICHARD ING DIRECTOR 0.30 X 0 0 0 J SCOTT JANUSCH DIRECTOR 0.30 X 0 0 0 KENNETH ROBBINS DIRECTOR 0.30 X 0 0 0 JONATHAN PARRISH DIRECTOR 0.30 X 0 0 0 PAUL KOSASA DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 175006 175006 242609 242609 4302957 3568521 734436 734436 734436 1152051 0 0 977045 582248 582248 117393 117393 12358 12358 85394 85394 TAXES - OTHER 4677 4677 802070 802070 0 0 23940 32349 11735819 12221629 239770 283490 11999529 12537468 3874399 3792037 98098 102713 3972497 3894750 X -2749944 -2134258 10776976 10776976 8027032 8642718 11999529 12537468 X 349981 270760 -5055 X 0 0 0 X X 1 HAWAII SYMPHONY ORCHESTRA INC 452861988 7 1 582248 0 1 582248 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 17751 11635 0 0 230151 240264 247902 251899 0 0 161453 205118 12455 12358 73994 34423 11085272 12073237 295959 268716 34012 27086 11415243 12369039 0 0 0 11415243 12369039 171229 185536 11244014 12183503 393540 426423 0 0 393540 426423 73994 62895 393540 393540 0 393540 582248 0 0 0 0 0 582248 582248 393540 100.000000000000 393540 0 0 0 0 331739 331739 0 331739 0 582248 0 61801 520447 0 0 520447 0 0 0 0 520447 PART IV, SECTION D, LINE 3: FOUR (4) OUT OF THE EIGHT (8) DIRECTORS WERE APPOINTED BY THE SUPPORTED ORGANIZATION. ONE (1) OUT OF THE EIGHT (8) DIRECTORS WAS APPOINTED BY MUSICIANS OF THE SUPPORTED ORGANIZATION. THEY HAVE ATTENDED BOARD MEETINGS AND THE BOARD HAS ALWAYS TAKEN INTO ACCOUNT OF THE FINANCIAL NEEDS OF THE SUPPORTED ORGANIZATION IN ITS DELIBERATIONS AND HAS ALSO PROVIDED SUPPORT BY WAY OF GUARANTEES AND LETTERS OF CREDIT WHEN NEEDED BY THE SUPPORTED ORGANIZATION. PART V, SECTION D, LINE 8 TOTAL DISTRIBUTIONS MADE TO HAWAII SYMPHONY ORCHESTRA, INC. (HSO), A SUPPORTED ORGANIZATION TO FUND HSO'S OPERATIONAL COSTS IN CARRYING OUT ITS EXEMPT PURPOSE ACTIVITIES. 10776976 10776976 10776976 10776976 10776976 10776976 10776976 10776976 10776976 10776976 0.00000 1.00000 0.00000 0 0 0 PUBLICLY TRADED SECURITIES 12221629 F 12221629 PAYABLE UNDER CHARITABLE GIFT ANNUITY 102713 102713 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 0 HAWAII SYMPHONY ORCHESTRA INC 3610 WAIALAE AVE HONOLULU HI 96816 452861988 501(C)(3) 582248 N/A N/A SUPPORT FOR OPERATIONS 1 PART I, LINE 2: HONOLULU SYMPHONY FOUNDATION IS A SUPPORTING ORGANIZATION OF HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) CHARITABLE ORGANIZATION. HONOLULU SYMPHONY FOUNDATION WORKS CLOSELY WITH HAWAII SYMPHONY ORCHESTRA INC. TO ENSURE FUNDS ARE USED TO PERFORM THE FUNCTION AND MISSION OF HAWAII SYMPHONY ORCHESTRA INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL INTERESTED PERSONS (ANY DIRECTOR OR PRINCIPAL OFFICER OR MEMBER OF COMMITTEE WITH BOARD-DELEGATED POWERS). CONFLICTS OF INTERESTS AND APPROPRIATE ACTIONS WHEN NECESSARY ARE DETERMINED BY THE REMAINING BOARD MEMBERS OR COMMITTEES WITH BOARD DELEGATED POWERS. INTERESTED PERSONS ARE RECUSED FROM THE DISCUSSION OF OR VOTE ON TRANSACTIONS OR ARRANGEMENTS THAT RESULTS IN CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ITS GOVERNING BODY INCLUDING ITS OFFICERS AND DOES NOT HAVE ANY KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF INSURANCE POLICY -5,055. HAWAII SYMPHONY ORCHESTRA INC 3610 WAIALAE AVE HONOLULU HI 96816 452861988 SUSTAINING A PROFESSIONAL SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC QUALITY HI 501(C)(3) 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0