VICE PRESIDENT OF FINANCE

2012-06-13T10:57:55-05:00 2011-07-31 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2010-08-01 756004761 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION FORT 8176656500 330 EAST 4TH ST SUITE 200 FORT WORTH TX 761024019 MELINDA W HAYDEN VICE PRESIDENT OF FINANCE 8176656500 2012-06-08 1 ROBERT W DUKE 8173321328 2010 2016-02-24 21:20:13Z MELINDA W HAYDEN 330 EAST 4TH ST 200 FORT WORTH TX 761024019 15135614 0 X WWW.FWSYMPHONY.ORG X 1929 TX PRESENTING ORCHESTRAL CONCERTS TO EDUCATE PUBLIC AND COMMUNITY. 104 104 424 100 8310 -10024 5759122 5103813 4811388 4752770 577348 906810 -124883 -87561 11022975 10675832 0 0 0 0 8241106 7721126 0 0 536263 3779816 3996701 12020922 11717827 -997947 -1041995 28596944 28020187 1787986 1723591 26808958 26296596 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 9019263 3039014 SUBSCRIPTION CONCERT - 79 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 122,893 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. 100796 1556608 TOURING CONCERTS - PERFORMED 22 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 11,378 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. 403183 190524 EDUCATION CONCERTS - PERFORMED 90 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 64,880. 9523242 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 101 1 1 424 1 1

0 0 0 0 1 1 0 0 0 0 X 104 104 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 HONORARY CHAIRMAN 1.00 X X 0 0 0 MERCEDES T BASS CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 ADELE HART CHAIRMAN EXECUTIVE COMMITT 1.00 X X 0 0 0 ANN KOONSMAN PRESIDENT AND CEO 40.00 X X 183465 0 12575 TERESA KING SECRETARY 1.00 X X 0 0 0 MARVIN E BLUM TREASURER 1.00 X X 0 0 0 GBRADLEY ALFORD DIRECTOR 1.00 X 0 0 0 GEORGE ANN CARTER BAHAN DIRECTOR 1.00 X 0 0 0 NADINE J BARKER DIRECTOR 1.00 X 0 0 0 ANN R BIGGS DIRECTOR 1.00 X 0 0 0 LOU ANN BLAYLOCK DIRECTOR 1.00 X 0 0 0 VICTOR J BOSCHINI JR DIRECTOR 1.00 X 0 0 0 LEON H BRACHMAN DIRECTOR 1.00 X 0 0 0 MRS LO BRIGHTBILL III DIRECTOR 1.00 X 0 0 0 SARA BROWN DIRECTOR 1.00 X 0 0 0 AMANDA BUSH DIRECTOR 1.00 X 0 0 0 MRS PHILLIP M BUNTING DIRECTOR 1.00 X 0 0 0 VICKI VINSON CANTWELL DIRECTOR 1.00 X 0 0 0 BEVERLY H CARDONA DIRECTOR 1.00 X 0 0 0 JOHN CARPENTER DIRECTOR 1.00 X 0 0 0 JOHN ALLEN CHALK SR DIRECTOR 1.00 X 0 0 0 WILL CHURCHILL DIRECTOR 1.00 X 0 0 0 VAN CLIBURN DIRECTOR, HONORARY CHAIRMAN 1.00 X 0 0 0 MR CARROLL W COLLINS DIRECTOR 1.00 X 0 0 0 GAIL COOKE DIRECTOR 1.00 X 0 0 0 MARY ANN COTHAM DIRECTOR 1.00 X 0 0 0 BARBARA A COX DIRECTOR 1.00 X 0 0 0 JUANA-ROSA DANIELL DIRECTOR 1.00 X 0 0 0 MITZI DAVIS DIRECTOR 1.00 X 0 0 0 DR ASAD DEAN DIRECTOR 1.00 X 0 0 0 RAYMOND G DICKERSON DIRECTOR 1.00 X 0 0 0 VANCE A DUFFY DIRECTOR 1.00 X 0 0 0 MARY J DYESS DIRECTOR 1.00 X 0 0 0 SALVADOR ESPINO DIRECTOR 1.00 X 0 0 0 KATIE FARMER DIRECTOR 1.00 X 0 0 0 MILDRED H FENDER DIRECTOR 1.00 X 0 0 0 JOHN E FORESTNER DIRECTOR 1.00 X 0 0 0 WILLIAM FK FRENCH DIRECTOR 1.00 X 0 0 0 CORNELIA CHENEY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MRS JOAN E FRIEDMAN DIRECTOR 1.00 X 0 0 0 PAULA O FULTZ DIRECTOR 1.00 X 0 0 0 MRS SCOTT J GERRISH DIRECTOR 1.00 X 0 0 0 FELICE J GIROUARD DIRECTOR 1.00 X 0 0 0 GAIL ARONOFF GRANEK DIRECTOR 1.00 X 0 0 0 MRS DAVID GRANT DIRECTOR 1.00 X 0 0 0 BARRY L GREEN DIRECTOR 1.00 X 0 0 0 JANN GREEN DIRECTOR 1.00 X 0 0 0 GENIE GUYNN DIRECTOR 1.00 X 0 0 0 WILLIAM P HALLMAN JR DIRECTOR 1.00 X 0 0 0 MRS JAMES D HARPER DIRECTOR 1.00 X 0 0 0 MRS MARK L HART III DIRECTOR 1.00 X 0 0 0 STEWART HENDERSON DIRECTOR 1.00 X 0 0 0 COUNCILMEMBER KATHLEEN HICKS DIRECTOR 1.00 X 0 0 0 LENNA HUGHES DIRECTOR 1.00 X 0 0 0 THE RT REV SAM HULSEY DIRECTOR 1.00 X 0 0 0 TA KIP HYDE JR DIRECTOR 1.00 X 0 0 0 BRENT ROWAN HYDER DIRECTOR 1.00 X 0 0 0 MARTHA R HYDER DIRECTOR 1.00 X 0 0 0 FATHER STEPHEN JASSO DIRECTOR 1.00 X 0 0 0 DEE KELLY JR DIRECTOR 1.00 X 0 0 0 JANICE KELLY DIRECTOR 1.00 X 0 0 0 MRS ANDREW J KEMP JR DIRECTOR 1.00 X 0 0 0 JEFF KING DIRECTOR 1.00 X 0 0 0 LEWIS KORNFELD DIRECTOR 1.00 X 0 0 0 MOLLIE L LASATER DIRECTOR 1.00 X 0 0 0 PATTY LOWDON DIRECTOR 1.00 X 0 0 0 CARTER JOHNSON MARTIN DIRECTOR 1.00 X 0 0 0 PRISCILLA W MARTIN DIRECTOR 1.00 X 0 0 0 MRS NICHOLAS MARTIN DIRECTOR 1.00 X 0 0 0 STUART D MCDONALD DIRECTOR 1.00 X 0 0 0 ELLEN MESSMAN DIRECTOR 1.00 X 0 0 0 ROBIN MILLMAN DIRECTOR 1.00 X 0 0 0 DR SUSAN MITCHELL DIRECTOR 1.00 X 0 0 0 KIT T MONCRIEF DIRECTOR 1.00 X 0 0 0 MRS RICHARD W MONCRIEF DIRECTOR 1.00 X 0 0 0 LESLIE MORITZ DIRECTOR 1.00 X 0 0 0 JANE NOBER DIRECTOR 1.00 X 0 0 0 MICHAEL R NOLAN DIRECTOR 1.00 X 0 0 0 MARTIN J NOTO JR DIRECTOR 1.00 X 0 0 0 MARK G NURDIN DIRECTOR 1.00 X 0 0 0 LYNN O'DAY DIRECTOR 1.00 X 0 0 0 MRS MARK PAUKUNE DIRECTOR 1.00 X 0 0 0 FRASHER HUDSON PERGANDE DIRECTOR 1.00 X 0 0 0 PEGGY L RAYZOR DIRECTOR 1.00 X 0 0 0 THOMAS B REYNOLDS DIRECTOR 1.00 X 0 0 0 AMY E ROACH DIRECTOR 1.00 X 0 0 0 JEAN ROACH DIRECTOR 1.00 X 0 0 0 HENRY H ROBINSON DIRECTOR 1.00 X 0 0 0 CAMILLE RODRIGUEZ DPM DIRECTOR 1.00 X 0 0 0 THOMAS B ROMINE JR DIRECTOR 1.00 X 0 0 0 ROSALYN G ROSENTHAL DIRECTOR 1.00 X 0 0 0 ANN RYAN DIRECTOR 1.00 X 0 0 0 JUDE RYAN DIRECTOR 1.00 X 0 0 0 JAY SANDELIN DIRECTOR 1.00 X 0 0 0 RAE SCHOLLMAIER DIRECTOR 1.00 X 0 0 0 FRANK H SHERWOOD DIRECTOR 1.00 X 0 0 0 GARY M SILMAN DIRECTOR 1.00 X 0 0 0 KAL SILVERBERG DIRECTOR 1.00 X 0 0 0 CHARLES SIMMONS DIRECTOR 1.00 X 0 0 0 THOMAS L SMITH DIRECTOR 1.00 X 0 0 0 SUG STEELE DIRECTOR 1.00 X 0 0 0 KATHLEEN B STEVENS DIRECTOR 1.00 X 0 0 0 JONATHAN T SUDER DIRECTOR 1.00 X 0 0 0 SCOTT A SULLIVAN DIRECTOR 1.00 X 0 0 0 NENETTA CARTER TATUM DIRECTOR 1.00 X 0 0 0 ANNA BELLE P THOMAS DIRECTOR 1.00 X 0 0 0 PRESTON THOMAS DIRECTOR 1.00 X 0 0 0 MRS KELLY R THOMPSON DIRECTOR 1.00 X 0 0 0 RICE M TILLEY JR DIRECTOR 1.00 X 0 0 0 JL UPCHURCH JR DIRECTOR 1.00 X 0 0 0 GENEVIEVE WAGNER DIRECTOR 1.00 X 0 0 0 CRAIG S WALL DIRECTOR 1.00 X 0 0 0 KAREN W WATKINS DIRECTOR 1.00 X 0 0 0 MARTIN B WAX MD DIRECTOR 1.00 X 0 0 0 LON T WERNER DIRECTOR 1.00 X 0 0 0 DONNA AXUM WHITWORTH DIRECTOR 1.00 X 0 0 0 ULLA WILSKA DIRECTOR 1.00 X 0 0 0 VIRGINIA WINKER DIRECTOR 1.00 X 0 0 0 GARY WORTEL DIRECTOR 1.00 X 0 0 0 MRS BOBBY J WROTEN DIRECTOR 1.00 X 0 0 0 MELINDA HAYDEN DIRECTOR OF FINANCE 40.00 X 111489 0 8682 AMY ADKINS DIRECTOR OF DEVELOPMENT 40.00 X 94707 0 8682 DAVID HADLOCK DIRECTOR OF MARKETING 40.00 X 95307 0 8682 MIGUEL HARTH-BEDOYA MUSIC DIRECTOR 40.00 X 341661 0 45202 MICHAEL SHIH MUSICIAN 40.00 X 126006 0 12587 952635 0 96410 4 0 1 0 0 8700 980042 73750 4041321 43560 5103813 SUBSCRIPTION CONCERTS 711130 3005638 3005638 REGIONAL TOURING 711130 1556608 1556608 EDUCATIONAL CONCERTS 711130 190524 190524 4752770 623978 623978 810 810 810 810 4529698 4246866 282832 282832 282832 36195 980042 165442 -129247 -129247 68100 47474 20626 20626 MISCELLANEOUS INCOME 900099 12750 12750 ADVERTISING INCOME 541800 7500 7500 20250 10675832 4786146 8310 777563 620065 414288 205777 6164410 5385817 595828 182765 262748 247403 15345 673903 567410 69449 37044 335384 335384 52420 21987 30433 140492 140492 18146 18146 3082 3082 26499 11863 14636 94961 56246 37456 1259 CONCERTS IN THE GARDEN 875208 875208 PRODUCTION EXPENSES 754827 576832 130136 47859 ARTIST FEES 601490 601490 AUDITORIUM RENTAL 261751 261751 TELEMKT/TELEFND 209438 147879 61559 623003 415826 207177 11717827 9523242 1658322 536263 1593 639 2597537 2746383 985389 536208 21485 50907 1165 0 250675 205439 1116650 1016734 113319 99916 19664534 20543101 4961247 3837594 28596944 28020187 189701 223114 1598285 1500477 1787986 1723591 X -1439043 -768811 1665706 1578869 26582295 25486538 26808958 26296596 28596944 28020187 X -1041995 529633 X 0 1 1 X 0 X 7558331 6103986 5761775 5759122 5103813 30287027 5722586 5901824 5545312 4853303 4788965 26811990 13280917 12005810 11307087 10612425 9892778 57099017 3956276 5594260 3017148 2887762 2895920 18351366 63793 227927 182950 474670 4020069 5822187 3200098 2887762 2895920 18826036 38272981 801210 961503 773027 701128 624788 3861656 801210 961503 773027 701128 624788 3861656 12218 13295 18168 8423 20250 72354 14094345 12980608 12098282 11321976 10537816 61033027 0.62710 0.60260 0.06330 0.06160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24651053 20000 1174792 1464650 24381195 23536751 25000 2675052 1585750 24651053 27733000 260550 -2963938 1492861 23536751 1.00000 0 0 1116650 1016734 99916 99916 BENEFICIAL INTEREST IN PERPETUAL TRUST 3837594 3837594 10675832 11717827 -1041995 401566 401566 -640429 11663992 401566 552822 954388 10709604 133584 -167356 -33772 10675832 12304421 552822 552822 11751599 133584 -167356 -33772 11717827 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: UNREALIZED GAIN ON INVESTMENTS 401,566. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -167,356. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -167,356. GALA 855100 828775 26325 97462 PAINTED VIOLINS 144389 138269 6120 49622 1 16748 12998 3750 18358 1016237 980042 36195 165442 165442 -129247 68100 43560 3914 1 1.00000 68100 43560 3914 47474 20626 TX 0 THE STATE OF TEXAS PERMITS 501(C)(3) ORGANIZATIONS TO CONDUCT TWO (2) RAFFLES PER YEAR WITHOUT HAVING TO BE LICENSED TO OPERATE GAMING FACILITIES. 0 1 0 0.25000 0.75000 MELINDA HAYDEN DIRECTOR OF FINANCE 330 EAST 4TH ST 200 FORT WORTH TX 761024019 0 0 X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ANN KOONSMAN 183465 0 0 0 0 0 0 0 12575 0 196040 0 0 0 MIGUEL HARTH-BEDOYA 341661 0 0 0 0 0 0 0 45202 0 386863 0 0 0 X 1 43560 FMV 0 0 1 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) BRENT ROWAN HYDER, DIRECTOR MARTHA R. HYDER, DIRECTOR FAMILY MEMBERS 3) MRS. PERRY R. BASS, DIRECTOR MERCEDES T. BASS, DIRECTOR FAMILY MEMBERS 4) KIT MONCRIEF, DIRECTOR MRS. RICHARD W. MONCRIEF, DIRECTOR FAMILY MEMBERS 5) LEON H. BRACHMAN, DIRECTOR ROSALYN G. ROSENTHAL, DIRECTOR FAMILY MEMBERS 6) LEON H. BRACHMAN, DIRECTOR LON T. WERNER, DIRECTOR FAMILY MEMBERS 7) MRS. ANDREW J. KEMP, JR, DIRECTOR MRS. KELLY R. THOMPSON, DIRECTOR FAMILY MEMBERS 8) FRASHER HUDSON PERGANDE, DIRECTOR JUDE RYAN, DIRECTOR FAMILY MEMBERS 9)JEAN ROACH, DIRECTOR AMY E. ROACH, DIRECTOR FAMILY MEMBERS 10)MITZI DAVIS, DIRECTOR MRS. SCOTT J. GERRISH, DIRECTOR FAMILY MEMBERS 11)GEORGE ANN CARTER BAHAN, DIRECTOR NENETTA CARTER TATUM, 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: PRIOR PERIOD ADJUSTMENTS: 128,067. UNREALIZED GAIN ON INVESTMENTS: 401,566. TOTAL TO FORM 990, PART XI, LINE 5: 529,633.