2013-05-14T18:30:35-05:00 2012-06-30 990169131 N&K CPAS INC 1001 BISHOP ST STE 1700 HONOLULU HI 968133696 990 2011-07-01 990340522 HONOLULU SYMPHONY FOUNDATION HONO 8085272050 C/O 55 MERCHANT STREET NO 2800 HONOLULU HI 96813 MARK WONG 8085272050 2013-05-14 1 WESLEY B HIYANE P00170760 8085242255 2011 2016-02-24 21:20:13Z MARK WONG C/O 55 MERCHANT STREET NO 2800 HONOLULU HI 96813 6745400 0 X NONE X 1986 HI TO PROVIDE FINANCIAL SUPPORT TO TAX-EXEMPT PUBLIC CHARITIES THAT OPERATE A PROFESSIONAL SYMPHONY ORCHESTRA. 7 7 0 0 0 0 0 0 0 0 715046 518580 70725 83029 785771 601609 537000 400000 0 0 0 0 0 0 0 3337055 129410 3874055 529410 -3088284 72199 10486866 10272380 7883718 7876381 2603148 2395999 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 529410 TO PROVIDE FINANCIAL SUPPORT TO TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 529410 1 0 0 0 0 0 0 0 0 1 0 1 0 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 HI X DAVID OKABE 8085272050 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 EDWARD EU 0.30 X 0 0 0 LYNNE JOHNSON 0.30 X 0 0 0 WESLEY CHANG 0.30 X 0 0 0 LARRY RODRIGUEZ 0.30 X 0 0 0 0 0 0 0 0 0 0 0 232926 232926 6429445 6143791 285654 285654 285654 OTHER INCOME 900099 83029 83029 83029 601609 0 0 601609 400000 400000 4449 4449 87652 87652 34783 34783 TAXES - OTHER 2526 2526 529410 529410 0 0 290793 290793 9612045 9451151 584028 530436 10486866 10272380 3740861 3778568 4142857 4097813 7883718 7876381 X -4173828 -4380977 6776976 6776976 2603148 2395999 10486866 10272380 X 72199 -279348 X 0 0 0 X X X 0 0 0 HAWAII SYMPHONY ORCHESTRA INC 452861988 7 0 1 1 400000 1 400000 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART I, LINE 11H, COLUMN IV: UPON THE LIQUIDATION OF THE HONOLULU SYMPHONY SOCIETY (DESIGNATED 501(C)(3) SUPPORTED ORGANIZATION) DURING FYE 6/30/11, THE ORGANIZATION MOVED ITS SUPPORT TO HAWAII SYMPHONY ORCHESTRA INC., WHICH FALLS WITHIN THE PERMITTED DESIGNATED CLASS OF SUPPORTABLE PUBLIC CHARITIES BY THE ORGANIZATION'S ARTICLES OF INCORPORATION IN ACCORDANCE WITH IRS REGULATIONS 1.509(A)-4(D)(4)(I)(A). THE ORGANIZATION HAS DRAFTED AMENDED BYLAWS TO INDICATE ITS SUPPORT OF HAWAII SYMPHONY ORCHESTRA BUT HAS NOT BEEN FINALIZED BY 6/30/12. 6776976 6776976 6776976 6776976 6766807 10169 6776976 6701923 64884 6766807 0.00000 1.00000 0.00000 0 0 0 PUBLICLY TRADED SECURITIES 9451151 F 9451151 RESTRICTED CASH 279045 PREPAYMENT TO HAWAII SYMPHONY ORCHESTRA 237500 ACCRUED INTEREST INCOME 13891 530436 PAYABLE UNDER CHARITABLE GIFT ANNUITY 97813 STATE OF HAWAII ENDOWMENT FUND/PLEDGE PAYABLE 4000000 4097813 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) 400000 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 B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY DURING FYE 6/30/11. THE ORGANIZATION DRAFTED ANNUAL CONFLICT OF INTEREST STATEMENTS DURING FYE 6/30/12 BUT HAD NOT BEEN FINALIZED BY THE CLOSE OF THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -279,028. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -320. TOTAL TO FORM 990, PART XI, LINE 5: -279,348. 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