2015-02-11T13:16:33-06:00 2014-06-30 420714325 MCGLADREY LLP 230 N ELM ST SUITE 1100 GREENSBORO NC 27401 990 2013-07-01 581495066 NORTH CAROLINA SYMPHONY FOUNDATION NORT 9197332750 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 EDWARD M COMAN PRESIDENT 9197332750 2015-02-03 ADRIENNE MCKINNEY P00819656 3362724551 2013 2016-02-25 16:41:14Z SANDI MA MACDONALD 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 7001126 0 X N/A X 1982 NC TO PROVIDE SUPPORT TO THE NORTH CAROLINA SYMPHONY SOCIETY AND TO SOLICIT ADDITIONS TO ITS ENDOWMENT FOR THE EXCLUSIVE USE AND BENEFIT OF THE NORTH CAROLINA SYMPHONY SOCIETY. 19 19 0 0 0 0 1994890 132231 0 0 246866 722188 0 0 2241756 854419 0 0 0 0 0 0 0 0 0 519279 607253 519279 607253 1722477 247166 11377114 11858941 68137 63895 11308977 11795046 X THE PURPOSE OF THE FOUNDATION SHALL BE TO RECEIVE AND HOLD THE ENDOWMENT OF THE NORTH CAROLINA SYMPHONY SOCIETY, INCORPORATED (THE "SOCIETY") AND SOLICIT ADDITIONS TO THE ENDOWMENT, SAFEGUARD ENDOWMENT ASSETS IN A MANNER CONSISTENT WITH PRUDENT INVESTMENT OF ENDOWMENT FUNDS, AND EXPEND ENDOWMENT INCOME AND CAPITAL FOR THE EXCLUSIVE USE AND BENEFIT OF THE SOCIETY. 0 0 525629 PROVIDE SUPPORT TO THE NORTH CAROLINA SYMPHONY SOCIETY AND TO SOLICIT ADDITIONS TO ITS ENDOWMENT FOR THE EXCLUSIVE USE AND BENEFIT OF THE NORTH CAROLINA SYMPHONY SOCIETY. 525629 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X ROB SCHILLER 9197332750 3700 GLENWOOD AVE STE 130 RALEIGH NC 27612 X ROBERT N EBY PRESIDENT 5.00 X X 0 0 0 RICHARD L DAUGHERTY VICE PRESIDENT 5.00 X X 0 0 0 EDWARD M COMAN TREASURER 5.00 X X 0 0 0 SUSAN MONTGOMERY SECRETARY 5.00 X X 0 0 0 CHRISTOPHER P ANDERSON MEMBER 2.00 X 0 0 0 JEFFREY A CORBETT EX-OFFICIO MEMBER 2.00 X 0 0 0 CARROLL CLANCY MEMBER 2.00 X 0 0 0 MARGARET S GLASS MEMBER 2.00 X 0 0 0 WM CHARLES HELTON MEMBER 2.00 X 0 0 0 DAVID HEUSER MEMBER 2.00 X 0 0 0 JOHN L JERNIGAN MEMBER 2.00 X 0 0 0 MARK LEITHE MEMBER 2.00 X 0 0 0 BONNIE MEDINGER MEMBER 2.00 X 0 0 0 THOMAS L NORRIS JR MEMBER 2.00 X 0 0 0 DONALD M RORKE MEMBER 2.00 X 0 0 0 MATTHEW SEGAL MEMBER 3.00 X 0 0 0 JOSIAH STEVENSON IV MEMBER 2.00 X 0 0 0 R PEYTON WOODSON III MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 132231 132231 226347 226347 6642548 6146707 495841 495841 495841 854419 0 0 722188 19150 19150 65162 65162 525629 525629 MISCELLANEOUS 160 160 ADJ-CASH SURRENDER VALU -2848 -2848 607253 525629 81624 0 346460 255970 133886 111170 8114654 8931469 2782114 2560332 11377114 11858941 68137 63895 68137 63895 X 916619 1264089 10392358 10530957 11308977 11795046 11377114 11858941 X 247166 232535 6368 X 0 1 X 1 0 X X 0 0 0 NORTH CAROLINA SYMPHONY SOCIETY INC 560556755 7 1 1 1 525629 1 525629 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8117897 459794 869090 525629 8921152 7709148 261568 600198 453017 8117897 8004635 173026 -44687 423826 7709148 6994083 113568 1393438 496454 8004635 6611561 45475 746729 409682 6994083 0.91270 0.08730 0 0 0 CONTRIBUTIONS FROM CHARITABLE REMAINDER AND LEAD TRUSTS 2248715 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 84878 CASH VALUE OF LIFE INSURANCE 226739 2560332 DUE TO DONORS OF CHARITABLE REMAINDER TRUSTS 63895 63895 X 1093322 232535 6368 238903 854419 0 854419 81624 0 81624 525629 525629 607253 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE SYMPHONY'S TAX POSITIONS AND CONCLUDED THAT THE SYMPHONY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. WITH FEW EXCEPTIONS, THE SYMPHONY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEEMENTS 6,368. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATION OF EARNINGS TO NC SYMPHONY SOCIETY 356,283. FOUNDATION ENDOWMENT PAYMENT OF CAMPAIGN FUNDRAISING COST 169,346. X 2 99907 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 (EXCLUDING SCHEDULE B) IS REVIEWED AND APPROVED BY THE AUDIT SUBCOMMITTEE. THE FORM 990 (EXCLUDING SCHEDULE B) IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NORTH CAROLINA SYMPHONY HAS A CONFLICT OF INTEREST POLICY WHICH ALL TRUSTEES AND EMPLOYEES ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS 6,368. NORTH CAROLINA SYMPHONY SOCIETY INC 3700 GLENWOOD AVENUE STE 130 RALEIGH NC 27612 560556755 TO PROMOTE MUSICAL EDUCATION NC 501(C)(3) LINE 7 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0