2014-03-13T10:29:46-05:00 2013-07-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2012-08-01 756004761 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION FORT 8176656500 330 EAST 4TH ST SUITE 200 FORT WORTH TX 761024019 MELINDA W HAYDEN 8176656500 2014-02-04 1 ROBERT W DUKE P00151313 8173321328 2012 2015-11-30 17:44:51Z MELINDA W HAYDEN 330 EAST 4TH ST 200 FORT WORTH TX 761024019 18547616 0 X WWW.FWSYMPHONY.ORG X 1929 TX PRESENTING ORCHESTRAL CONCERTS TO EDUCATE PUBLIC AND COMMUNITY. 91 91 464 101 7626 -10189 5456087 5985495 4787548 4643601 955573 1772885 -95122 -103761 11104086 12298220 0 0 0 0 7864226 7855458 0 0 446334 3940501 3912520 11804727 11767978 -700641 530242 26990240 28733965 1665448 1750534 25324792 26983431 TO PROVIDE SYMPHONIC PERFORMANCES AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE; TO PROMOTE MUSIC AND ATTRACT AND RETAIN THE WIDEST POSSIBLE AUDIENCE; AND TO SERVE AND ENRICH OUR COMMUNITY. 0 0 9264158 2558876 SUBSCRIPTION CONCERT - 87 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 122,911 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. 204368 1933671 TOURING CONCERTS - PERFORMED 24 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 14,963 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. 306552 156883 EDUCATION CONCERTS - PERFORMED 78 CONCERTS FOR YOUTH THROUGHOUT THE AREA INCLUDING CONCERTS FOR PRESCHOOLERS, IN-SCHOOL CONCERTS AT AREA SCHOOLS, CONCERTS FOR 4TH AND 5TH GRADERS AND PERFORMED IN MINORITY NEIGHBORHOODS. REACHED APPROXIMATELY 55,643. 9775078 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 1 1 464 1 1 1 0 0 0 0 1 1 0 0 0 0 X 91 91 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MELINDA W HAYDEN 8176656500 330 EAST 4TH ST SUITE 200 FORT WORTH TX 761024019 MRS PERRY R BASS 1.00 X X 0 0 0 MERCEDES T BASS 1.00 X X 0 0 0 MARK G NURDIN 1.00 X X 0 0 0 AMY ADKINS 40.00 X X 154392 0 10804 TERESA KING 1.00 X X 0 0 0 MARVIN E BLUM 1.00 X X 0 0 0 SUZANNE BAHAN 1.00 X 0 0 0 AMY ROACH BAILEY 1.00 X 0 0 0 LOU ANN BLAYLOCK 1.00 X 0 0 0 ASHLI BLUMENFELD 1.00 X 0 0 0 VICTOR J BOSCHINI JR 1.00 X 0 0 0 MRS LO BRIGHTBILL III 1.00 X 0 0 0 NANCY BRYANT 1.00 X 0 0 0 MRS PHILLIP M BUNTING 1.00 X 0 0 0 AMANDA BUSH 1.00 X 0 0 0 SUSAN BUTT 1.00 X 0 0 0 VICKI VINSON CANTWELL 1.00 X 0 0 0 BEVERLY H CARDONA 1.00 X 0 0 0 JOHN ALLEN CHALK SR 1.00 X 0 0 0 GAIL COOKE 1.00 X 0 0 0 BARBARA A COX 1.00 X 0 0 0 JUANA-ROSA DANIELL 1.00 X 0 0 0 MITZI DAVIS 1.00 X 0 0 0 ASAD DEAN MD 1.00 X 0 0 0 RAYMOND G DICKERSON 1.00 X 0 0 0 VANCE A DUFFY 1.00 X 0 0 0 MARY JEANNE DYESS 1.00 X 0 0 0 KATIE FARMER 1.00 X 0 0 0 GBRADLEY ALFORD 1.00 X 0 0 0 JOHN E FORESTNER 1.00 X 0 0 0 WILLIAM FK FRENCH 1.00 X 0 0 0 MRS JOAN E FRIEDMAN 1.00 X 0 0 0 PAULA O'BRIEN FULTZ 1.00 X 0 0 0 MRS SCOTT J GERRISH 1.00 X 0 0 0 FELICE J GIROUARD 1.00 X 0 0 0 GAIL ARONOFF GRANEK 1.00 X 0 0 0 MRS DAVID A GRANT 1.00 X 0 0 0 BARRY L GREEN 1.00 X 0 0 0 JANN GREEN 1.00 X 0 0 0 GENIE GUYNN 1.00 X 0 0 0 WILLIAM P HALLMAN JR 1.00 X 0 0 0 MRS JAMES D HARPER 1.00 X 0 0 0 ADELE HART 1.00 X 0 0 0 KATHLEEN HICKS 1.00 X 0 0 0 KRISTEN BUSCHMAN HICKS 1.00 X 0 0 0 THE RT REV SAM HULSEY 1.00 X 0 0 0 BRENT ROWAN HYDER 1.00 X 0 0 0 FATHER STEPHEN JASSO 1.00 X 0 0 0 PEGGY JONES 1.00 X 0 0 0 DEE J KELLY JR 1.00 X 0 0 0 JANICE KELLY 1.00 X 0 0 0 MOLLIE L LASATER 1.00 X 0 0 0 MARY HART LIPSCOMB 1.00 X 0 0 0 CARTER JOHNSON MARTIN 1.00 X 0 0 0 LOUELLA MARTIN 1.00 X 0 0 0 PRISCILLA W MARTIN 1.00 X 0 0 0 STUART D MCDONALD 1.00 X 0 0 0 ELLEN MESSMAN 1.00 X 0 0 0 KIT T MONCRIEF 1.00 X 0 0 0 MRS RICHARD W MONCRIEF 1.00 X 0 0 0 LESLIE MORITZ 1.00 X 0 0 0 MICHAEL R NOLAN 1.00 X 0 0 0 MARTIN J NOTO JR 1.00 X 0 0 0 LYNN O'DAY 1.00 X 0 0 0 MRS MARK PAUKUNE 1.00 X 0 0 0 FRASHER H PERGANDE 1.00 X 0 0 0 THOMAS B REYNOLDS 1.00 X 0 0 0 MRS JOHN V ROACH II 1.00 X 0 0 0 HENRY H ROBINSON 1.00 X 0 0 0 JUDE RYAN 1.00 X 0 0 0 JAY SANDELIN 1.00 X 0 0 0 JEFF SCHMELTEKOPF 1.00 X 0 0 0 RAE SCHOLLMAIER 1.00 X 0 0 0 JANE E SCHOOMAKER 1.00 X 0 0 0 FRANK H SHERWOOD 1.00 X 0 0 0 GARY M SILMAN 1.00 X 0 0 0 KAL SILVERBERG 1.00 X 0 0 0 DWAYNE SMITH 1.00 X 0 0 0 THOMAS L SMITH 1.00 X 0 0 0 GARY WORTEL 1.00 X 0 0 0 MRS WILLIAM E STEELE III 1.00 X 0 0 0 KATHLEEN B STEVENS 1.00 X 0 0 0 JONATHAN T SUDER 1.00 X 0 0 0 SCOTT A SULLIVAN 1.00 X 0 0 0 PRESTON THOMAS 1.00 X 0 0 0 MRS KELLY R THOMPSON 1.00 X 0 0 0 GENEVIEVE WAGNER 1.00 X 0 0 0 CRAIG S WALL 1.00 X 0 0 0 SHERRY KEY 1.00 X 0 0 0 LON T WERNER 1.00 X 0 0 0 DONNA AXUM WHITWORTH 1.00 X 0 0 0 ULLA WILSKA 1.00 X 0 0 0 MRS BOBBY J WROTEN 1.00 X 0 0 0 MELINDA HAYDEN 40.00 X 107357 0 7772 BEXIE NOBLES 40.00 X 50031 0 3886 TRISH RODRIGUEZ 40.00 X 37500 0 3886 TIMOTHY MCGRAW 40.00 X 91392 0 7772 LINDSEY BRANCH 40.00 X 59392 0 7772 CHRIS MUNOZ 40.00 X 69392 0 7772 SCOTT GRIFFITTS 40.00 X 70692 0 7772 MIGUEL HARTH-BEDOYA 40.00 X 299392 0 66063 MICHAEL SHIH 40.00 X 123405 0 12678 1062945 0 136177 4 0 1 0 0 4825 965316 14721 5000633 14984 5985495 SUBSCRIPTION CONCERTS 711130 2553047 2553047 REGIONAL TOURING 711130 1933671 1933671 EDUCATIONAL CONCERTS 711130 156883 156883 4643601 675852 675852 1350 0 1350 1350 1350 7133888 6036855 1097033 1097033 1097033 30975 965316 198599 -167624 -167624 64350 13942 50408 50408 ADVERTISING INCOME 541800 6276 6276 MISCELLANEOUS INCOME 900099 5829 5829 12105 12298220 4649430 7626 1655669 1232008 570013 443920 218075 5835048 5257560 490979 86509 264571 259917 4654 523831 454120 34536 35175 356053 356053 53865 19200 34665 145364 145364 39032 39032 3656 3656 22971 6350 16621 88600 43924 43794 882 CONCERTS IN THE GARDEN 844309 844309 PRODUCTION EXPENSES 671701 531812 97249 42640 ARTIST FEES 671109 671109 AUDITORIUM RENTAL 269300 269300 746560 452379 231128 63053 11767978 9775078 1546566 446334 781 3838 2575623 4347855 578899 840905 63566 45719 202974 190270 1136654 1068537 79609 68117 19838748 21608642 3650040 1628619 26990240 28733965 257058 223840 1408390 1526694 1665448 1750534 X -1730548 1692153 1753856 2392298 25301484 22898980 25324792 26983431 26990240 28733965 530242 1128397 0 X 0 1 X 1 0 X 5761775 5759122 5103813 5456087 5985495 28066292 5545312 4853303 4788965 4833007 4674576 24695163 11307087 10612425 9892778 10289094 10660071 52761455 3017148 2887762 2895920 3303572 3584485 15688887 182950 182950 3200098 2887762 2895920 3303572 3584485 15871837 36889618 773027 701128 624788 632371 677202 3408516 773027 701128 624788 632371 677202 3408516 18168 8423 20250 20261 12105 79207 12098282 11321976 10537816 10941726 11349378 56249178 0.65580 0.62190 0.06060 0.06380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23489288 395083 2761897 3408380 23237888 24381195 2500 552252 1446659 23489288 24651053 20000 1174792 1464650 24381195 23536751 25000 2675052 1585750 24651053 27733000 260550 -2963938 1492861 23536751 1.00000 0 0 1136654 1068537 68117 68117 PERPETUAL TRUSTS ESTATES 1628619 1628619 13930646 1128397 440984 1569381 12361265 139385 -202430 -63045 12298220 12272007 440984 440984 11831023 139385 -202430 -63045 11767978 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PROVIDE FOR ORCHESTRA'S FUTURE BY BUILDING AN ENDOWMENT WHICH WILL SUPPLEMENT THE ORCHESTRA'S ANNUAL INCOME IN PERPETUITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES -198,599. GAMING EVENTS EXPENSES -3,831. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES -198,599. GAMING EVENTS EXPENSES -3,831. GALA 847275 820575 26700 134696 STEAK OF THE ARTS 102311 100061 2250 32193 2 46705 44680 2025 31710 996291 965316 30975 198599 198599 -167624 64350 10111 3831 0 64350 10111 3831 13942 50408 0 0 0 0 MELINDA HAYDEN DIRECTOR OF FINANCE 330 EAST 4TH ST 200 FORT WORTH TX 761024019 0 0 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 AMY ADKINS 154392 0 0 0 0 0 0 0 10804 0 165196 0 0 0 MIGUEL HARTH-BEDOYA 299392 0 0 0 0 0 0 0 66063 0 365455 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 EXPLANATION OF RELATIONSHIPS: 1) WILLIAM P. HALLMAN, JR, DIRECTOR HENRY ROBINSON, DIRECTOR PARTNERS IN THE LAW FIRM OF KELLY, HART AND HALLMAN, ATTORNEYS 2) MRS. PERRY R. BASS, DIRECTOR MERCEDES T. BASS, DIRECTOR FAMILY MEMBERS 3) KIT MONCRIEF, DIRECTOR MRS. RICHARD W. MONCRIEF, DIRECTOR FAMILY MEMBERS 4) MRS. ANDREW J. KEMP, JR, DIRECTOR MRS. KELLY R. THOMPSON, DIRECTOR FAMILY MEMBERS 5) FRASHER HUDSON PERGANDE, DIRECTOR JUDE RYAN, DIRECTOR FAMILY MEMBERS 6) JEAN ROACH, DIRECTOR AMY E. ROACH, DIRECTOR FAMILY MEMBERS 7) MITZI DAVIS, DIRECTOR MRS. SCOTT J. GERRISH, DIRECTOR FAMILY MEMBERS 8) GEORGE ANN CARTER BAHAN, DIRECTOR NENETTA CARTER TATUM, DIRECTOR FAMILY MEMBERS 9) DWAYNE SMITH, DIRECTOR WILLIAM P. HALLMAN, JR., DIRECTOR FAMILY MEMBERS FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS EMAILED AND MAILED TO THOSE WITHOUT EMAIL LETTING THEM KNOW THE FORM 990 IS READY FOR REVIEW AND RESPONSE. THE GOVERNING BODY IS GIVEN THE CHOICE OF REVIEW BY EMAIL/FAX/MAIL OR IN THE SYMPHONY OFFICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS RECEIVE CONFLICT OF INTEREST FORMS TO BE SIGNED AND SUBMITTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE MEETS TO REVIEW AND APPROVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE AT THE GUIDESTAR WEBSITE OR AVAILABLE UPON REQUEST TO THE ASSOCIATION. GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.