2011-04-05T16:03:49-05:00 2010-06-30 Sproles Woodard LLP 777 Main Street Suite 3250 Fort Worth TX 761025304 990 2009-07-01 751098332 VAN CLIBURN FOUNDATION INC VANC 8177386536 2525 RIDGMAR BLVD No 307 FORT WORTH TX 76116 KARLA CROSS 8177386536 2011-03-16 1 8173321328 2009 2016-02-24 21:20:13Z ALANN B SAMPSON 2525 RIDGMAR BLVD No 307 FORT WORTH TX 76116 4924509 0 X WWW.CLIBURN.ORG X 1970 TX THE VAN CLIBURN FOUNDATION, INC. WAS ORGANIZED TO PRESENT AND STAGE PIANO COMPETITIONS, TO PRESENT AND STAGE PUBLIC MUSICAL CONCERTS, TO FURTHER PIANO AND MUSICAL EDUCATION AND DEVELOPMENT, AND TO GENERALLY INCREASE AND BROADEN OPPORTUNITIES FOR CITIZENS OF ALL NATIONS TO OBSERVE, ENJOY, ATTEND AND PARTICIPATE IN EDUCATIONAL AND CULTURAL EVENTS OF A MUSICAL NATURE. 166 165 20 500 27748 434 2038990 1596549 1702320 314901 -83050 233787 96671 3312 3754931 2148549 0 0 1343672 1307490 0 304623 3398942 1305204 4742614 2612694 -987683 -464145 8775624 8205378 1180409 133676 7595215 8071702 THE VAN CLIBURN FOUNDATION, INC. WAS ORGANIZED TO PRESENT AND STAGE PIANO COMPETITIONS, TO PRESENT AND STAGE PUBLIC MUSICAL CONCERTS, TO FURTHER PIANO AND MUSICAL EDUCATION AND DEVELOPMENT, AND TO GENERALLY INCREASE AND BROADEN OPPORTUNITIES FOR CITIZENS OF ALL NATIONS TO OBSERVE, ENJOY, ATTEND AND PARTICIPATE IN EDUCATIONAL AND CULTURAL EVENTS OF A MUSICAL NATURE. 0 0 843763 5640 THE VAN CLIBURN FOUNDATION FOSTERS THE APPRECIATION OF CLASSICAL AND OTHER FORMS OF MUSIC THROUGH THE PRESENTATION OF AN INTERNATIONAL COMPETITION EVERY FOUR YEARS AND AN AMATEUR COMPETITION EVERY TWO YEARS. 586118 228629 THE VAN CLIBURN FOUNDATION FOSTERS THE APPRECIATION OF CLASSICAL, AND OTHER FORMS OF MUSIC THROUGH THE PRESENTATION OF A CONCERT SERIES EACH YEAR. 210237 51250 THE VAN CLIBURN FOUNDATION PROMOTES THE CAREERS OF ASPIRING MUSICIANS THROUGH THE MANAGEMENT OF COMPETITION WINNERS' CAREERS. 247825 THE VAN CLIBURN FOUNDATION INC. FOSTERS THE APPRECIATION OF CLASSICAL AND OTHER FORMS OF MUSIC THROUGH MUSIC EDUCATION OPPORTUNITIES AND PROGRAMS PROVIDED IN THE COMMUNITY. 247825 1887943 1 1 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 1 162 0 1 20 1 1 1 0 0 0 0 1 1 0 0 0 166 165 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X KARLA CROSS 8177386536 2525 RIDGMAR BLVD FORT WORTH TX 76116 ALANN SAMPSON 40.00 X X 29998 0 5628 CORNELIA BLAKE 2.00 X X 0 0 0 CARLA THOMPSON 2.00 X X 0 0 0 ED AHNERT 1.00 X 0 0 0 MARY FRANCES ANTWEIL 1.00 X 0 0 0 MRS CHARLES ANTON 1.00 X 0 0 0 MRS BERNARD APPEL 1.00 X 0 0 0 MICHAEL APPLEMAN 1.00 X 0 0 0 SUSANNE AVONDET 1.00 X 0 0 0 GEORGE ANN BAHAN 1.00 X 0 0 0 KAYDEE BAILEY 1.00 X 0 0 0 KIM BALDI 1.00 X 0 0 0 KENNETH BARR 1.00 X 0 0 0 HARRY BARTEL 1.00 X 0 0 0 MRS HARRY BARTEL 1.00 X 0 0 0 MRS PERRY BASS 1.00 X 0 0 0 MRS SID BASS 1.00 X 0 0 0 WILLIAM BIGGS 1.00 X 0 0 0 ANDREW BLAKE 1.00 X 0 0 0 LOU ANN BLAYLOCK 1.00 X 0 0 0 PEGGY BOOHER 1.00 X 0 0 0 VICTOR 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KLEINHEINZ 1.00 X 0 0 0 AMY KORENVAES 1.00 X 0 0 0 LEWIS KORNFELD 1.00 X 0 0 0 WILLIAM LANDRETH 1.00 X 0 0 0 MOLLIE LASATER 1.00 X 0 0 0 KATHRYN LAUGHLIN 1.00 X 0 0 0 EDDIE LESOK 1.00 X 0 0 0 GAYLORD LUMMIS 1.00 X 0 0 0 NORMAN LYONS 1.00 X 0 0 0 DARLENE MANN 1.00 X 0 0 0 LOUELLA MARTIN 1.00 X 0 0 0 PRISCILLA MARTIN 1.00 X 0 0 0 SHARON MARTIN 1.00 X 0 0 0 FLORENCE MARZOTTO 1.00 X 0 0 0 TED MAYO 1.00 X 0 0 0 DAVID MCDAVID 1.00 X 0 0 0 KAYE MCDERMOTT 1.00 X 0 0 0 TIMOTHY MCKINNEY 1.00 X 0 0 0 BETTY CLAIRE MCKNIGHT 1.00 X 0 0 0 KIT MONCRIEF 1.00 X 0 0 0 JOSEPH MINTON JR 1.00 X 0 0 0 SCOTT MITCHELL 1.00 X 0 0 0 MARSLAND MONCRIEF 1.00 X 0 0 0 WHITNEY MORE 1.00 X 0 0 0 DENISE MULLINS 1.00 X 0 0 0 EMMETT MURPHY 1.00 X 0 0 0 DANA PORTER 1.00 X 0 0 0 GAIL RAWL 1.00 X 0 0 0 SARAH RAY 1.00 X 0 0 0 SHANNON RAY 1.00 X 0 0 0 BETH RIVERS 1.00 X 0 0 0 JEAN ROACH 1.00 X 0 0 0 JOHN ROACH 1.00 X 0 0 0 LISA ROSE 1.00 X 0 0 0 ROSALYN ROSENTHAL 1.00 X 0 0 0 ANN RYAN 1.00 X 0 0 0 JUDE RYAN 1.00 X 0 0 0 TERRY RYAN 1.00 X 0 0 0 ROBERT SELL 1.00 X 0 0 0 CHARLES SIMMONS 1.00 X 0 0 0 BLAINE SMITH 1.00 X 0 0 0 THOMAS SMITH 1.00 X 0 0 0 VIRGINIA SMITH 1.00 X 0 0 0 JAMES SPANIOLO 1.00 X 0 0 0 DAWN SRIMAVIN 1.00 X 0 0 0 SARA STERLING 1.00 X 0 0 0 KATHLEEN STEVENS 1.00 X 0 0 0 SCOTT SULLIVAN 1.00 X 0 0 0 NENETTA TATUM 1.00 X 0 0 0 ANNA BELLE THOMAS 1.00 X 0 0 0 ANDY THOMPSON 1.00 X 0 0 0 BILL THORNTON 1.00 X 0 0 0 RICE TILLEY JR 1.00 X 0 0 0 SUSAN TILLEY 1.00 X 0 0 0 WILLIAM TUCKER 1.00 X 0 0 0 ROBERT TURNER 1.00 X 0 0 0 WES TURNER 1.00 X 0 0 0 VAUGHN VENNERBERG 1.00 X 0 0 0 WILLIAM VINCENT 1.00 X 0 0 0 ANNA JEAN WALSH 1.00 X 0 0 0 MARIETTA WATSON 1.00 X 0 0 0 RINDA WENTWORTH 1.00 X 0 0 0 DONNA WHITWORTH 1.00 X 0 0 0 JEFF WILDIN 1.00 X 0 0 0 MARTHA WILLIAMS 1.00 X 0 0 0 SUZANNE WILLIAMS 1.00 X 0 0 0 PAT WILLIAMSON 1.00 X 0 0 0 VIRGINIA WINKER 1.00 X 0 0 0 ECHO WILSON 1.00 X 0 0 0 HEIDE WOLF 1.00 X 0 0 0 STAN WOODWARD 1.00 X 0 0 0 ELAINE YAMAGATA 1.00 X 0 0 0 RICHARD RODZINSKI 40.00 X 1206779 0 151312 MARCIA GAROON 40.00 X 88937 0 9878 KARLA CROSS 40.00 X 0 0 0 1325714 0 166818 1 0 1 0 PETER ROSEN PRODUCTIONS 9 EAST 78TH STREET NEW YORK NY 10075 PERFORMANCE 180880 1 16600 333923 347342 14500 884184 1350 1596549 TICKET SALES 900099 228629 228629 MANAGEMENT FEES 900099 51250 51250 PROGRAM ADVERTISING 541800 30382 30382 ALLEGRO CIRCLE 900099 4640 4640 314901 162027 162027 28646 28646 3600 5640 -2040 -2040 -2040 2711698 2639938 71760 71760 71760 63787 333923 122315 -58528 -58528 43301 8067 35234 -594 35828 2148549 446546 27748 77706 579476 488297 58005 33174 593810 316915 103527 173368 4094 1884 777 1433 60195 35804 9594 14797 69915 44072 10528 15315 27167 27167 44656 44656 41100 41100 22926 16345 3009 3572 295824 295824 69264 13458 39725 16081 11047 11047 52525 33275 7804 11446 26931 11694 14275 962 12685 12685 33904 21359 5086 7459 13923 13923 ARTIST FEES 228581 228581 EMPLOYEE SEARCH FEES 117023 99470 11702 5851 CONCERT PRODUCTION EXPE 101058 101058 COMMUNITY OUTREACH 79650 79650 WINNERS TOURING EXPENSE 35745 35745 91195 51827 18203 21165 2612694 1887943 420128 304623 649670 1333707 374820 374942 1053364 589518 295715 78401 44838 56255 18894 33076 500052 352627 155100 147425 6183223 5592054 8775624 8205378 1069687 32495 110722 101181 1180409 133676 X 7017515 7697902 577700 373800 7595215 8071702 8775624 8205378 X 0 1 1 X 0 X 1158303 1668512 2085610 1904866 1596549 8413840 738144 774251 1972878 1946127 380675 5812075 1896447 2442763 4058488 3850993 1977224 14225915 821359 692592 1561500 1033728 477116 4586295 188796 80349 269145 821359 692592 1750296 1033728 557465 4855440 9370475 189918 265566 251731 193110 190673 1090998 3334 36280 434 40048 193252 265566 251731 229390 191107 1131046 2089699 2708329 4310219 4080383 2168331 15356961 0.61020 0.58840 0.07370 0.06250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25315 23206 2109 136665 103161 33504 338072 226260 111812 147425 GALA 397710 333923 63787 122315 397710 333923 63787 122315 122315 -58528 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 RICHARD RODZINSKI 258628 0 43005 0 905146 0 136611 0 14701 0 1358091 0 900000 0 Part I, Line 1a THE FOUNDATION BUDGETS CERTAIN EXPENSE ITEMS THAT THE EXECUTIVE DIRECTOR IS EXPECTED TO INCUR AS PART OF HIS DUTIES. Part I, Line 4a RICHARD RODZINSKI -- ORGANIZATION'S CONTRIBUTION TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2009: $136,611. MR. RODZINSKI'S 2009 FORM W-2, BOX 5, INCLUDED $900,000 THAT WAS NOT INCLUDED IN HIS BOX 1 WAGES. THIS IS THE VALUE OF THE SERP THAT VESTED IN CALENDAR YEAR 2009. MR. RODZINSKI DID NOT RECEIVE ANY DISTRIBUTIONS FROM THE SERP IN 2009. X OFFICE FURNITYRE 1 1350 THRIFT STORE VALUE 0 0 0 Form 990, Part VI, Section A, line 2 HARRY BARTEL (DIRECTOR) & MRS. HARRY BARTEL (DIRECTOR) - FAMILY RELATIONSHIP TIM CARTER (DIRECTOR) & NANCY CARTER (DIRECTOR) - FAMILY RELATIONSHIP HEYWOOD CLEMONS (DIRECTOR) & HARRIETT CLEMONS (DIRECTOR) - FAMILY RELATIONSHIP HEYWOOD CLEMONS (DIRECTOR) & LELAND CLEMONS (DIRECTOR) - FAMILY RELATIONSHIP ROBERT TURNER (DIRECTOR) & JENNIFER CORBETT (DIRECTOR) - FAMILY RELATIONSHIP KIM DARDEN (DIRECTOR) & LUCY DARDEN (DIRECTOR) - FAMILY RELATIONSHIP CHARLES FISCHER (DIRECTOR) & JILL FISCHER (DIRECTOR) - FAMILY RELATIONSHIP FULLER FRENCH (DIRECTOR) & MARCIA FRENCH (DIRECTOR) - FAMILY RELATIONSHIP GERALD GRINSTEIN (DIRECTOR) & CAROLYN GRINSTEIN (DIRECTOR) - FAMILY RELATIONSHIP RANDALL HUDSON (DIRECTOR) & ANN HUDSON (DIRECTOR) - FAMILY RELATIONSHIP NANCY HALLMAN (DIRECTOR) & ADELE HART (DIRECTOR) - SPOUSE BUSINESS RELATIONSHIP NANCY HALLMAN (DIRECTOR) & JANICE KELLY (DIRECTOR) - SPOUSE BUSINESS RELATIONSHIP ADELE HART (DIRECTOR) & JANICE KELLY (DIRECTOR) - SPOUSE BUSINESS RELATIONSHIP CRAIG KELLY (DIRECTOR) & DANA KELLY (DIRECTOR) - FAMILY RELATIONSHIP CRAIG KELLY (DIRECTOR) & JANICE KELLY (DIRECTOR) - FAMILY RELATIONSHIP DANA KELLY (DIRECTOR) & JANICE KELLY (DIRECTOR) - FAMILY RELATIONSHIP KIT MONCRIEF (DIRECTOR) & MARSLAND MONCRIEF (DIRECTOR) - FAMILY RELATIONSHIP JOHN ROACH (DIRECTOR) & JEAN ROACH (DIRECTOR) - FAMILY RELATIONSHIP RICE TILLEY JR (DIRECTOR) & SANDRA TILLEY (DIRECTOR) - FAMILY RELATIONSHIP SHIRLEY ANTON (DIRECTOR) & FRANCES ANTWELL (DIRECTOR) - FAMILY RELATIONSHIP JEAN KEMP (DIRECTOR) & CARLA THOMPSON (DIRECTOR) - FAMILY RELATIONSHIP TINA GORSKI (DIRECTOR) & MARSHA KLEINHEINZ (DIRECTOR) - FAMILY RELATIONSHIP JUDE RYAN (DIRECTOR) & TERRY RYAN (DIRECTOR) - FAMILY RELATIONSHIP CORNELIA BLAKE (DIRECTOR) & ANDREW BLAKE (DIRECTOR) - FAMILY RELATIONSHIP GAIL RAWL (DIRECTOR) & KIM DARDEN (DIRECTOR) - FAMILY RELATIONSHIP MARTHA HYDER (DIRECTOR) & WHITNEY MORE (DIRECTOR) - FAMILY RELATIONSHIP KATHRYN KING (DIRECTOR) & TERESA KING (DIRECTOR) - FAMILY RELATIONSHIP GEORGE ANN BAHAN (DIRECTOR) & NENETTA TATUM (DIRECTOR) - FAMILY RELATIONSHIP ANDY THOMPSON (DIRECTOR) & CARLA THOMPSON (DIRECTOR) - FAMILY RELATIONSHIP KAYE MCDERMOTT (DIRECTOR) & MARSLAND MONCRIEF (DIRECTOR) - FAMILY RELATIONSHIP SARAH RAY (DIRECTOR) & SHANNON RAY (DIRECTOR) - FAMILY RELATIONSHIP JILL FISCHER (DIRECTOR) & CHARLES K FISCHER, JR - FAMILY RELATIONSHIP Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. A PUBLIC DISCLOSURE COPY IS THEN PROVIDED TO THE FULL BOARD PRIOR TO ITS FILING WITH THE IRS. THE PUBLIC DISCLOSURE COPY CONTAINS ALL OF THE INFORMATION ON THE RETURN WITH THE EXCEPTION OF THE NAMES AND ADDRESSES OF THE MAJOR CONTRIBUTORS LISTED ON SCHEDULE B. Form 990, Part VI, Section B, line 12c ALL BOARD MEMBERS ARE REQUIRED TO SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. Form 990, Part VI, Section B, line 15 THE CHAIRMAN OF THE BOARD OF DIRECTORS AND THE PERSONNEL COMMITTEE REVIEW JOB PERFORMANCE AND CONSIDER COMPENSATION OF PERSONNEL IN SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IV, LINE 12 AUDIT OF THE ORGANIZATION THE VAN CLIBURN FOUNDATION AND THE VAN CLIBURN TRUST FUND (ITS SUPPORTING ORGANIZATION) ARE AUDITED AS A CONSOLIDATED ENTITY ANNUALLY. FORM 990. SCHEDULE A, PART III, LINE 7B CHANGE IN PRIOR YEAR AMOUNTS REPORTED A REVIEW OF THE AMOUNTS REPORTED ON LINE 7B REVEALED THAT SOME OF THE AMOUNTS REPORTED ON THIS LINE IN PRIOR YEARS DID NOT QUALIFY AS EXCESS RECEIPTS BECAUSE THE AMOUNTS RECEIVED WERE NOT REPORTED ON LINES 2 OR 3 OF SCHEDULE A, PART III. THESE AMOUNTS HAVE BEEN CORRECTED TO ACCURATELY REPORT THE AMOUNT OF EXCESS RECEIPTS IN THE TAX YEARS 2005 THROUGH 2008. VAN CLIBURN TRUST FUND 2525 RIDGMAR BLVD FORT WORTH TX 76116 752231693 SUPPORT THE VAN CLIBURN FOUNDATION TX 501(C)(3) 11 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 VAN CLIBURN TRUST FUND C 472187 VAN CLIBURN TRUST FUND M 0 VAN CLIBURN TRUST FUND N 0 VAN CLIBURN TRUST FUND R 0