2014-05-15T20:33:18-05:00 2013-06-30 990169131 N&K CPAS INC 1001 BISHOP ST STE 1700 HONOLULU HI 968133696 990 2012-07-01 990340522 HONOLULU SYMPHONY FOUNDATION HONO 8085272050 C/O 55 MERCHANT STREET NO 2800 HONOLULU HI 96813 MARK WONG 8085272050 2014-05-14 1 WESLEY B HIYANE P00170760 8085242255 2012 2015-11-30 17:44:51Z MARK WONG C/O 55 MERCHANT STREET NO 2800 HONOLULU HI 96813 9566540 0 X NONE X 1986 HI TO PROVIDE FINANCIAL SUPPORT TO TAX-EXEMPT PUBLIC CHARITIES THAT OPERATE A PROFESSIONAL SYMPHONY ORCHESTRA. 9 9 0 0 0 0 0 4000000 0 0 518580 912523 83029 2001 601609 4914524 400000 537500 0 0 0 0 0 0 0 129410 148308 529410 685808 72199 4228716 10272380 10638175 7876381 3848480 2395999 6789695 X THE HONOLULU SYMPHONY FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF RECEIVING AND INVESTING FUNDS RAISED THROUGH CONTRIBUTIONS, PLEDGES, GRANTS, GIFTS, BEQUESTS AND ENDOWMENTS TO AID IN BOTH CURRENT OPERATIONS AND LONG-TERM FINANCIAL SECURITY OF TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 0 0 685808 537500 TO PROVIDE FINANCIAL SUPPORT TO TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 685808 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 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 HI X WESLEY CHANG 8085344800 C/O 55 MERCHANT STREET SUITE 2800 HONOLULU HI 96813 X MARK WONG 6.00 X X 0 0 0 LISA NAKAMICHI 1.00 X X 0 0 0 DAVID OKABE 1.00 X X 0 0 0 LYNNE JOHNSON 0.30 X 0 0 0 WESLEY CHANG 0.30 X 0 0 0 STEVE FLANTER 0.30 X 0 0 0 PAUL KOSASA 0.30 X 0 0 0 KENNETH ROBBINS 0.30 X 0 0 0 RICHARD ING 0.30 X 0 0 0 0 0 0 0 0 0 0 0 4000000 4000000 239004 239004 5325535 4652016 673519 673519 673519 OTHER INCOME 900099 2001 2001 2001 4914524 0 0 914524 537500 537500 91001 91001 16817 16817 37190 37190 TAXES - OTHER 3300 3300 685808 685808 0 0 290793 290793 9451151 10017943 530436 329439 10272380 10638175 3778568 3740758 4097813 107722 7876381 3848480 X -4380977 -3987281 6776976 10776976 2395999 6789695 10272380 10638175 4228716 164980 0 X 0 0 0 X X X 0 0 0 HAWAII SYMPHONY ORCHESTRA INC 452861988 7 1 1 1 537500 1 537500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6776976 4000000 10776976 6776976 6776976 6776976 6776976 6766807 10169 6776976 6701923 64884 6766807 0.00000 1.00000 0.00000 0 0 0 PUBLICLY TRADED SECURITIES 10017943 F 10017943 PAYABLE UNDER CHARITABLE GIFT ANNUITY 107722 107722 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 0 HAWAII SYMPHONY ORCHESTRA INC 848 S BERETANIA STREET SUITE 303 HONOLULU HI 96813 452861988 501(C)(3) 537500 N/A N/A SUPPORT FOR OPERATIONS 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 A, LINE 4 THE ORGANIZATION ADOPTED AMENDED ARTICLES OF INCORPORATION ON MAY 9, 2013 TO REVISE ITS PURPOSE TO SPECIFY ITS SUPPORT OF THE HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) ORGANIZATION. THE ORGANIZATION ADOPTED AMENDED BYLAWS ON MAY 9, 2013. AMENDMENTS INCLUDED AN INCREASE TO THE NUMBER OF DIRECTORS FROM EIGHT TO TWELVE INCLUDING 4 MEMBERS APPOINTED BY THE HAWAII SYMPHONY ORCHESTRA INC. AND HAWAII SYMPHONY ORCHESTRA MUSICIANS. AMENDEDMENTS ALSO INCLUDED A SECTION REGARDING ITS RELATIONSHIP AND SUPPORT OF THE HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 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. 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. HAWAII SYMPHONY ORCHESTRA INC 848 S BERETANIA STREET SUITE 303 HONOLULU HI 96813 452861988 SUSTAINING A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC QUALITY. HI 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0