2013-02-08T15:37:31-06:00 2012-06-30 420714325 MCGLADREY LLP 1201 EDWARDS MILL ROAD SUITE 300 RALEIGH NC 276073625 990 2011-07-01 581495066 NORTH CAROLINA SYMPHONY FOUNDATION NORT 9197332750 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 ROBERT N EBY 9197332750 2013-02-01 1 CHERYL RHEW P00493843 9197811055 2011 2016-03-07 17:11:31Z SANDI MA MACDONALD 3700 GLENWOOD AVE NO 130 RALEIGH NC 27612 7570230 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 19 0 0 356961 236091 0 0 568686 38405 0 0 925647 274496 0 0 0 0 0 0 0 0 0 516220 470182 516220 470182 409427 -195686 9526015 9243863 71250 70547 9454765 9173316 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 423826 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. 423826 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 0 1 0 0 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 CHRISTOPHER P ANDERSON 2.00 X 0 0 0 MARK LEITHE 2.00 X 0 0 0 CARROLL CLANCY 2.00 X 0 0 0 WM CHARLES HELTON 2.00 X 0 0 0 RICHARD L DAUGHERTY 2.00 X 0 0 0 MARGARET S GLASS 2.00 X 0 0 0 JOSIAH STEVENSON IV 2.00 X 0 0 0 SUSAN MONTGOMERY 2.00 X 0 0 0 THOMAS L NORRIS JR 2.00 X 0 0 0 DAVID HEUSER 2.00 X 0 0 0 DONALD M RORKE 2.00 X 0 0 0 MATTHEW SEGAL 2.00 X 0 0 0 DAVID WOLF 2.00 X 0 0 0 R PEYTON WOODSON III 2.00 X 0 0 0 E KEMP REECE JR 2.00 X 0 0 0 CATHARINE BIGGS ARROWWOOD 2.00 X 0 0 0 ROBERT N EBY 5.00 X 0 0 0 JOHN L JERNIGAN 5.00 X 0 0 0 EDWARD M COMAN 5.00 X 0 0 0 BONNIE MEDINGER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 236091 236091 143443 143443 7190696 7295734 -105038 -105038 -105038 274496 0 0 38405 17125 17125 423826 423826 ENDOWMENT MANAGEMENT FE 42216 42216 BAD DEBT 2500 2500 MISC. EXPENSE 402 402 ADJ- CASH SURRENDER VAL -15887 -15887 470182 423826 46356 0 471246 397039 151991 140798 7994854 7712080 907924 993946 9526015 9243863 71250 70547 71250 70547 X 1289311 779339 8165454 8393977 9454765 9173316 9526015 9243863 X -195686 -85763 X 1 1 1 X 1 1 X X 0 0 0 NORTH CAROLINA SYMPHONY SOCIETY INC 560556755 7 1 1 1 423826 1 423826 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8004635 173026 -44687 423826 7709148 6994083 113568 1393438 496454 8004635 6611561 45475 746729 409682 6994083 9018875 85887 -1894498 598703 6611561 0.03350 0.96650 0 0 0 CONTRIBUTIONS RECEIVED FROM CHARITABLE REMAINDER TRUSTS 699578 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 79551 CASH VALUE OF LIFE INSURANCE 214817 993946 DUE TO DONORS OF CHARITABLE REMAINDER TRUSTS 70547 70547 274496 470182 -195686 -83091 -2672 -85763 -281449 188733 -83091 -83091 271824 2672 2672 274496 46356 0 46356 423826 423826 470182 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE SYMPHONY 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 YEARS BEFORE 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENTS -2,672. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INT AGREEMENTS 2,672. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATION OF EARNINGS TO NC SYMPHONY SOCIETY 329,554. FOUNDATION ENDOWMENT PAYMENT OF CAMPAIGN FUNDRAISING COSTS 94,272. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. THE FORM 990 IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING VIA THE BOARD PORTAL. DONOR INFORMATION IS REDACTED IN THE COPY OF THE FORM 990 PROVIDED TO ALL BOARD MEMBERS VIA THE PORTAL. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -83,091. CHANGE IN SPLIT-INTEREST AGREEMENTS -2,672. TOTAL TO FORM 990, PART XI, LINE 5: -85,763. 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 1 1 1 1 0 0 0 NORTH CAROLINA SYMPHONY SOCIETY INC B 423826 CASH