2012-05-15T16:31:21-05:00 2011-06-30 N&K CPAS INC 1001 BISHOP ST STE 1700 HONOLULU HI 968133696 990 2010-07-01 990340522 HONOLULU SYMPHONY FOUNDATION HONO 8085272050 C/O 50 S BERETANIA STREET NO C208B HONOLULU HI 96813 MARK WONG 8085272050 2012-05-14 1 RONALD T SHIIGI 8085242255 2010 2016-02-24 21:20:13Z MARK WONG C/O 50 S BERETANIA STREET NO C208B HONOLULU HI 96813 6794179 0 X NONE X 1986 HI TO PROVIDE FINANCIAL SUPPORT TO TAX-EXEMPT PUBLIC CHARITIES THAT OPERATE A PROFESSIONAL SYMPHONY ORCHESTRA. 8 8 0 0 0 0 60169 0 0 0 364242 715046 77745 70725 502156 785771 0 537000 0 0 0 0 0 0 0 830580 3337055 830580 3874055 -328424 -3088284 13238171 10486866 8292127 7883718 4946044 2603148 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 3874055 TO PROVIDE FINANCIAL SUPPORT TO TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS. 3874055 1 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 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 HI X MARK WONG 8085272050 C/O 50 S BERETANIA STREET C208B 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 GAYE GLASER 0.30 X 0 0 0 LYNNE JOHNSON 0.30 X 0 0 0 JOHN LEVAS 0.30 X 0 0 0 WESLEY CHANG 0.30 X 0 0 0 PETER SHAINDLIN 0.30 X 0 0 0 J SCOTT JANUSCH 0.30 X 0 0 0 LARRY RODRIGUEZ 0.30 X 0 0 0 KIMBERLY MIYAZAWA-FRANK 0.30 X 0 0 0 STEVE FLANTER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 307008 307008 6416446 6008408 408038 408038 408038 OTHER INCOME 900099 70725 70725 70725 785771 0 0 785771 537000 537000 88570 88570 32586 32586 38986 38986 UNCOLLECTIBLE RECEIVABL 3174517 3174517 TAXES - OTHER 2055 2055 INVESTMENT FEES 341 341 3874055 3874055 0 0 290793 290793 674418 0 8905514 9612045 3367446 584028 13238171 10486866 4101043 3740861 4191084 4142857 8292127 7883718 X -1830932 0 6776976 2603148 4946044 2603148 13238171 10486866 X -3088284 745388 X 0 0 0 X X X 0 0 0 HONOLULU SYMPHONY SOCIETY 996000139 7 1 1 1 537000 HAWAII SYMPHONY ORCHESTRA 452861988 7 0 1 1 0 2 537000 6776976 0 6776976 6766807 10169 6776976 6701923 64884 6766807 0.00000 1.00000 0.00000 0 0 0 PUBLICLY TRADED SECURITIES 9612045 F 9612045 RESTRICTED CASH 558549 ACCRUED INTEREST INCOME 25479 584028 PAYABLE UNDER SPLIT-INTEREST AGREEMENT 35680 PAYABLE UNDER CHARITABLE GIFT ANNUITY 104253 ACCRUED INTEREST 2924 STATE OF HAWAII ENDOWMENT FUND/PLEDGE PAYABLE 4000000 4142857 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 HONOLULU SYMPHONY SOCIETY 875 WAIMANU ST STE 614 HONOLULU HI 96813 996000139 501(C)(3) 537000 0 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 HONOLULU SYMPHONY SOCIETY, A 501(C)(3) CHARITABLE ORGANIZATION. HONOLULU SYMPHONY FOUNDATION WORKS CLOSELY WITH HONOLULU SYMPHONY SOCIETY TO ENSURE FUNDS ARE USED TO PERFORM THE FUNCTION AND MISSION OF HONOLULU SYMPHONY SOCIETY. RECEIVABLES FROM ITS SUPPORTED ORGANIZATION, HONOLULU SYMPHONY SOCIETY. 2010-12-13 3174517 CASH VALUE OF RECEIVABLES 996000139 HONOLULU SYMPHONY SOCIETY 875 WAIMANU ST STE 614 HONOLULU HI 96813 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO REDUCE THE NUMBER OF DIRECTORS FROM TWELVE TO EIGHT AND TO REMOVE THE INCLUSION OF MEMBERS OF HONOLULU SYMPHONY SOCIETY ON ITS BOARD OF DIRECTORS. IN ADDITION, THE ORGANIZATION REMOVED ITS SECTION OF THE BYLAWS RELATED TO TRANSFERS OF ASSETS AND CONTRIBUTIONS TO HONOLULU SYMPHONY SOCIETY. THESE AMENDMENTS WERE MADE AS A RESULT OF THE LIQUIDATION OF HONOLULU SYMPHONY SOCIETY. 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 HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY, AND IS IN THE PROCESS OF UPDATING ITS ANNUAL CONFLICT OF INTEREST STATEMENTS WHICH WILL BE COMPLETED BY JUNE 30, 2012. 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: UNREALIZED GAINS ON INVESTMENTS 746,659. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,271. TOTAL TO FORM 990, PART XI, LINE 5: 745,388. HONOLULU SYMPHONY SOCIETY 875 WAIMANU STREET 614 HONOLULU HI 96813 996000139 SUSTAINING A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC QUALITY. HI 501(C)(3) 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0