2013-06-14T16:02:32-05:00 2012-07-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2011-08-01 756004761 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION FORT 8176656500 330 EAST 4TH ST SUITE 200 FORT WORTH TX 761024019 MELINDA W HAYDEN 8176656500 2013-06-14 1 STEVE HEAD P00291429 8173321328 2011 2016-03-07 17:11:31Z MELINDA W HAYDEN 330 EAST 4TH ST 200 FORT WORTH TX 761024019 15632300 0 X WWW.FWSYMPHONY.ORG X 1929 TX PRESENTING ORCHESTRAL CONCERTS TO EDUCATE PUBLIC AND COMMUNITY. 91 91 464 101 10445 -9052 5103813 5456087 4752770 4787548 906810 955573 -87561 -95122 10675832 11104086 0 0 0 0 7721126 7864226 0 0 466657 3996701 3940501 11717827 11804727 -1041995 -700641 28020187 26990240 1723591 1665448 26296596 25324792 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 9136645 2966440 SUBSCRIPTION CONCERT - 81 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 118,668 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. 202042 1673842 TOURING CONCERTS - PERFORMED 20 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 11,920 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. 308167 159332 EDUCATION CONCERTS - PERFORMED 71 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 57,412. 9646854 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 0 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 ANN KOONSMAN 40.00 X X 112180 0 9440 AMY ADKINS 40.00 X X 127481 0 8159 TERESA KING 1.00 X X 0 0 0 MARVIN E BLUM 1.00 X X 0 0 0 GBRADLEY ALFORD 1.00 X 0 0 0 GEORGE ANN CARTER BAHAN 1.00 X 0 0 0 AMY ROACH BAILEY 1.00 X 0 0 0 SUZANNE BAHAN BARAJAS 1.00 X 0 0 0 ANN R BIGGS 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 SARA BROWN 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 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 WILL CHURCHILL 1.00 X 0 0 0 VAN CLIBURN 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 J DYESS 1.00 X 0 0 0 KATIE FARMER 1.00 X 0 0 0 MILDRED H FENDER 1.00 X 0 0 0 JOHN E FORESTNER 1.00 X 0 0 0 WILLIAM FK FRENCH 1.00 X 0 0 0 CORNELIA CHENEY FRIEDMAN 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 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 LENNA HUGHES 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 MARTHA R HYDER 1.00 X 0 0 0 FATHER STEPHEN JASSO 1.00 X 0 0 0 DEE KELLY JR 1.00 X 0 0 0 JANICE KELLY 1.00 X 0 0 0 MRS ANDREW J KEMP JR 1.00 X 0 0 0 SHERRY J KEY 1.00 X 0 0 0 LEWIS KORNFELD 1.00 X 0 0 0 MOLLIE L LASATER 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 DR SUSAN MITCHELL 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 KAREN RAINWATER 1.00 X 0 0 0 LENNA RECER 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 CAMILLE RODRIGUEZ DPM 1.00 X 0 0 0 THOMAS B ROMINE JR 1.00 X 0 0 0 ROSALYN G ROSENTHAL 1.00 X 0 0 0 ANN RYAN 1.00 X 0 0 0 JUDE RYAN 1.00 X 0 0 0 JAY SANDELIN 1.00 X 0 0 0 RAE SCHOLLMAIER 1.00 X 0 0 0 JANE 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 SUG STEELE 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 ANNA BELLE P THOMAS 1.00 X 0 0 0 PRESTON THOMAS 1.00 X 0 0 0 MRS KELLY R THOMPSON 1.00 X 0 0 0 RICE M TILLEY JR 1.00 X 0 0 0 JL UPCHURCH JR 1.00 X 0 0 0 GENEVIEVE WAGNER 1.00 X 0 0 0 CRAIG S WALL 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 GARY WORTEL 1.00 X 0 0 0 MRS BOBBY J WROTEN 1.00 X 0 0 0 MELINDA HAYDEN 40.00 X 107361 0 7772 MARY-JEAN STEPHENSON 40.00 X 53307 0 3886 TIMOTHY MCGRAW 40.00 X 21176 0 648 DAVID HADLOCK 40.00 X 69169 0 5181 LINDSEY BRANCH 40.00 X 53627 0 7772 JENNIFER SCHULTE 40.00 X 87214 0 7124 CHRIS MUNOZ 40.00 X 61742 0 7772 MIGUEL HARTH-BEDOYA 40.00 X 299397 0 66063 MICHAEL SHIH 40.00 X 123046 0 12678 1115700 0 136495 5 0 1 0 0 9200 1027427 46176 4373284 5456087 SUBSCRIPTION CONCERTS 711130 2954374 2954374 REGIONAL TOURING 711130 1673842 1673842 EDUCATIONAL CONCERTS 711130 159332 159332 4787548 630121 630121 2250 0 2250 2250 2250 4690574 4365122 325452 325452 325452 45459 1027427 163092 -117633 -117633 MISCELLANEOUS INCOME 900099 12066 12066 ADVERTISING INCOME 541800 8195 8195 20261 11104086 4799614 10445 837940 1131303 570013 403594 157696 5855834 5105123 581640 169071 258857 253312 5545 618232 518432 59444 40356 326234 326234 53908 23396 30512 147080 147080 32485 32485 3640 3640 28834 9841 18993 78169 40922 36365 882 CONCERTS IN THE GARDEN 872239 872239 PRODUCTION EXPENSES 835662 609355 188965 37342 ARTIST FEES 537124 537124 AUDITORIUM RENTAL 259545 259545 765581 488833 215438 61310 11804727 9646854 1691216 466657 639 781 2746383 2575623 536208 578899 50907 63566 205439 202974 1125176 1045567 99916 79609 20543101 19838748 3837594 3650040 28020187 26990240 223114 257058 1500477 1408390 1723591 1665448 X -768811 -1730548 1578869 1753856 25486538 25301484 26296596 25324792 28020187 26990240 X -700641 -271163 X 0 1 1 X 0 X 6103986 5761775 5759122 5103813 5456087 28184783 5901824 5545312 4853303 4788965 4833007 25922411 12005810 11307087 10612425 9892778 10289094 54107194 5594260 3017148 2887762 2895920 3303572 17698662 227927 182950 410877 5822187 3200098 2887762 2895920 3303572 18109539 35997655 961503 773027 701128 624788 632371 3692817 961503 773027 701128 624788 632371 3692817 13295 18168 8423 20250 20261 80397 12980608 12098282 11321976 10537816 10941726 57880408 0.62190 0.62710 0.06380 0.06330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24381195 2500 552252 1446659 23489288 24651053 20000 1174792 1464650 24381195 23536751 25000 2675052 1585750 24651053 27733000 260550 -2963938 1492861 23536751 1.00000 0 0 1125176 1045567 79609 79609 BENEFICIAL INTEREST IN PERPETUAL TRUST 3650040 3650040 11104086 11804727 -700641 -1507285 1236122 -271163 -971804 10103349 -1507285 475614 -1031671 11135020 132158 -163092 -30934 11104086 12311275 475614 475614 11835661 132158 -163092 -30934 11804727 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 8 - OTHER ADJUSTMENTS: VALUE RESTATEMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 1,236,122. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -163,092. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -163,092. GALA 922728 897228 25500 99080 STEAK OF THE ARTS 82677 74368 8309 32555 2 67481 55831 11650 31457 1072886 1027427 45459 163092 163092 -117633 MELINDA HAYDEN DIRECTOR OF FINANCE 330 EAST 4TH ST 200 FORT WORTH TX 761024019 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MIGUEL HARTH-BEDOYA 299397 0 0 0 0 0 0 0 66063 0 365460 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,507,285. VALUE RESTATEMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 1,236,122. TOTAL TO FORM 990, PART XI, LINE 5: -271,163.