2014-02-11T07:33:49-06:00 2013-06-30 420714325 MCGLADREY LLP 1201 EDWARDS MILL ROAD SUITE 300 RALEIGH NC 276073625 990 2012-07-01 581495066 NORTH CAROLINA SYMPHONY FOUNDATION NORT 9197332750 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 EDWARD M COMAN 9197332750 2014-02-06 1 CHERYL RHEW P00493843 9197811055 2012 2015-11-30 17:44:51Z SANDI MA MACDONALD 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 9275328 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. 18 18 0 18 0 0 236091 1994890 0 0 38405 246866 0 0 274496 2241756 0 0 0 0 0 0 0 0 0 470182 519279 470182 519279 -195686 1722477 9243863 11377114 70547 68137 9173316 11308977 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. 0 0 453016 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. 453016 1 1 0 0 0 0 0 0 0 1 1 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 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 5.00 X X 0 0 0 RICHARD L DAUGHERTY 5.00 X X 0 0 0 EDWARD M COMAN 5.00 X X 0 0 0 SUSAN MONTGOMERY 5.00 X X 0 0 0 CHRISTOPHER P ANDERSON 2.00 X 0 0 0 CATHARINE BIGGS ARROWWOOD 2.00 X 0 0 0 CARROLL CLANCY 2.00 X 0 0 0 MARGARET S GLASS 2.00 X 0 0 0 WM CHARLES HELTON 2.00 X 0 0 0 DAVID HEUSER 2.00 X 0 0 0 JOHN L JERNIGAN 2.00 X 0 0 0 MARK LEITHE 2.00 X 0 0 0 BONNIE MEDINGER 2.00 X 0 0 0 THOMAS L NORRIS JR 2.00 X 0 0 0 DONALD M RORKE 2.00 X 0 0 0 MATTHEW SEGAL 2.00 X 0 0 0 JOSIAH STEVENSON IV 2.00 X 0 0 0 R PEYTON WOODSON III 2.00 X 0 0 0 0 0 0 0 0 0 0 0 1994890 1994890 148113 148113 7132325 7033572 98753 98753 98753 2241756 0 0 246866 18550 18550 453016 453016 ENDOWMENT MANAGEMENT FE 55414 55414 MISCELLANEOUS 1374 1374 ADJ-CASH SURRENDER VALU -9075 -9075 519279 453016 66263 0 397039 346460 140798 133886 7712080 8114654 993946 2782114 9243863 11377114 70547 68137 70547 68137 X 779339 916619 8393977 10392358 9173316 11308977 9243863 11377114 X 1722477 409693 3491 X 0 1 X 1 1 1 X X 0 0 0 NORTH CAROLINA SYMPHONY SOCIETY INC 560556755 7 1 1 1 453016 1 453016 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7709148 261568 600198 453017 8117897 8004635 173026 -44687 423826 7709148 6994083 113568 1393438 496454 8004635 6611561 45475 746729 409682 6994083 9018875 85887 -1894498 598703 6611561 0.03230 0.96770 0 0 0 CONTRIBUTIONS FROM CHARITABLE REMAINDER AND LEAD TRUSTS 2476847 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 81376 CASH VALUE OF LIFE INSURANCE 223891 2782114 DUE TO DONORS OF CHARITABLE REMAINDER TRUSTS 68137 68137 X 2654940 409693 3491 413184 2241756 0 2241756 66263 0 66263 453016 453016 519279 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEEMENTS 3,491. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATION OF EARNINGS TO NC SYMPHONY SOCIETY 345,812. FOUNDATION ENDOWMENT PAYMENT OF CAMPAIGN FUNDRAISING COSTS 107,204. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS 3,491. 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 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NORTH CAROLINA SYMPHONY SOCIETY INC B 453016 CASH