DIRECTOR OF FINANCE

2011-06-15T11:55:32-05:00 2010-07-31 Sproles Woodard LLP 777 Main Street Suite 3250 Fort Worth TX 761025304 990 2009-08-01 756004761 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION FORT 8176656500 330 EAST 4TH ST SUITE 200 FORT WORTH TX 761024019 MELINDA HAYDEN DIRECTOR OF FINANCE 8176656500 2011-06-14 1 ROBERT W DUKE 8173321328 2009 2016-02-24 21:20:13Z MELINDA HAYDEN 330 EAST 4TH ST 200 FORT WORTH TX 761024019 16170748 0 X WWW.FWSYMPHONY.ORG X 1929 TX PRESENTING ORCHESTRAL CONCERTS TO EDUCATE PUBLIC AND COMMUNITY. 118 118 405 116 8838 -8722 5761775 5759122 5508597 4811388 -690625 577348 -86203 -124883 10493544 11022975 0 0 8649739 8241106 0 476730 3674388 3779816 12324127 12020922 -1830583 -997947 27456368 28596944 1860954 1787986 25595414 26808958 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 9424772 2952087 SUBSCRIPTION CONCERT - 83 CONCERTS WITH ATTENDANCE OF APPROXIMATELY 123,468 INCLUDES PERFORMANCES FOR COMMUNITY WIDE EVENTS AND PRESENTING GUEST ARTISTS AND FREE LECTURES. 206731 1748185 TOURING CONCERTS - PERFORMED 24 REGIONAL CONCERTS FOR COMMUNITIES WITHOUT A SYMPHONY; REACHED APPROXIMATELY 16,136 ADULTS AND CHILDREN INCLUDING MANY MINORITY POPULATIONS. 310096 157339 EDUCATION CONCERTS - PERFORMED 83 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. 9941599 1 1 0 0 0 0 0 0 1 1 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 1 44 1 1 405 1 1

0 0 0 0 1 1 0 0 0 118 118 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 COMMITTEE 1.00 X X 0 0 0 ANN KOONSMAN PRESIDENT AND CEO 40.00 X X 178560 0 13088 TERESA KING SECRETARY 1.00 X X 0 0 0 MARVIN E BLUM TREASURER 1.00 X X 0 0 0 SHIRLEY ANTON 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 ROBERT D BENDA 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 JEANETTE BUNTING 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 TIM CARTER DIRECTOR 1.00 X 0 0 0 JOHN ALLEN CHALK DIRECTOR 1.00 X 0 0 0 WILL CHURCHILL DIRECTOR 1.00 X 0 0 0 VAN CLIBURN DIRECTOR 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 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 PAULA O FULTZ DIRECTOR 1.00 X 0 0 0 ARNOLD G GACHMAN 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 A 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 MRS TOBY 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 SHANNON HART DIRECTOR 1.00 X 0 0 0 STEWART HENDERSON DIRECTOR 1.00 X 0 0 0 DR BARBARA BROWN HERMAN DIRECTOR 1.00 X 0 0 0 COUNCILWOMAN KATHLEEN HICKS 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 J 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 LANNY LANCARTE II DIRECTOR 1.00 X 0 0 0 MOLLIE LASATER DIRECTOR 1.00 X 0 0 0 ELIZABETH H LEDYARD DIRECTOR 1.00 X 0 0 0 SCOTTY MACLEAN DIRECTOR 1.00 X 0 0 0 CARTER JOHNSON MARTIN DIRECTOR 1.00 X 0 0 0 LOUELLA MARTIN DIRECTOR 1.00 X 0 0 0 PRISCILLA W MARTIN DIRECTOR 1.00 X 0 0 0 PATTY LOWDON MASON 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 EDD DIRECTOR 1.00 X 0 0 0 DR SUSAN MITCHELL DIRECTOR 1.00 X 0 0 0 KIT 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 DR EDMUND P PILLSBURY 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 CATHY A SWEENEY 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 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 MARKOLETA WILSON DIRECTOR 1.00 X 0 0 0 VIRGINIA L 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 107454 0 7360 MIGUEL HARTH-BEDOYA MUSIC DIRECTOR 40.00 X 349489 0 26670 MICHAEL SHIH MUSICIAN 40.00 X 123115 0 9667 758618 0 56785 4 0 1 0 0 9300 1055420 59200 4635202 35705 5759122 SUBSCRIPTION CONCERTS 711130 2905864 2905864 REGIONAL TOURING 711130 1748185 1748185 EDUCATIONAL CONCERTS 711130 157339 157339 4811388 699828 699828 1300 1300 1300 1300 4812272 4934752 -122480 -122480 -122480 41915 1055420 173640 -131725 -131725 36500 39381 -2881 -2881 ADVERTISING INCOME 541800 7538 7538 MISCELLANEOUS INCOME 900099 885 885 8423 11022975 4809392 8838 445623 669867 80802 395167 193898 6550271 5864430 548738 137103 276176 265306 10870 744792 579285 123116 42391 308420 308420 54012 26073 27939 158000 158000 38270 38270 912 912 23098 11970 11128 118237 59869 57109 1259 CONCERTS IN THE GARDEN 832543 832543 PRODUCTION EXPENSES 825354 676115 108919 40320 ARTIST FEES 593958 593958 AUDITORIUM RENTAL 218000 218000 TELEMKT/TELEFND 210242 148483 61759 398770 238075 160695 12020922 9941599 1602593 476730 3796 1593 2745587 2597537 1084426 985389 46390 21485 2165 1165 399619 250675 1103554 990235 91599 113319 19026594 19664534 4056192 4961247 27456368 28596944 209138 189701 1651816 1598285 1860954 1787986 X -1783196 -1439043 1618474 1665706 25760136 26582295 25595414 26808958 27456368 28596944 X 0 1 1 X 0 X 7897665 7558331 6103986 5761775 5759122 33080879 5289079 5722586 5901824 5545312 4853303 27312104 13186744 13280917 12005810 11307087 10612425 60392983 5579061 3956276 5594260 3017148 2887762 21034507 57671 63793 227927 182950 532341 5636732 4020069 5822187 3200098 2887762 21566848 38826135 732884 801210 961503 773027 701128 3969752 732884 801210 961503 773027 701128 3969752 12511 12218 13295 18168 8423 64615 13932139 14094345 12980608 12098282 11321976 64427350 0.60260 0.56530 0.06160 0.06710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23536751 17903 2691580 1587050 24659184 27733000 260550 -2963938 1492861 23536751 1.00000 0 0 1103554 990235 113319 113319 BENEFICIAL INTEREST IN PERPETUAL TRUST 4961247 4961247 11022975 12020922 -997947 2211490 2211490 1213543 13995896 2211490 646968 2858458 11137438 98558 -213021 -114463 11022975 12782353 646968 646968 12135385 98558 -213021 -114463 12020922 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: 2211490. Part XII, Line 4b - Other Adjustments: SPECIAL EVENTS EXPENSES: -213021. Part XIII, Line 4b - Other Adjustments: SPECIAL EVENTS EXPENSES: -213021. HAYDN SEEK 63131 58091 5040 23468 GALA 983116 954391 28725 118979 1 51089 42939 8150 31193 1097336 1055421 41915 173640 173640 -131725 36500 35705 3676 1 1.00000 36500 35705 3676 39381 -2881 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 1.00000 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 178560 0 0 0 0 0 2997 0 10091 0 191648 0 113804 0 MIGUEL HARTH-BEDOYA 349489 0 0 0 0 0 4083 0 22587 0 376159 0 219246 0 X 1 35705 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) ADELE HART, DIRECTOR MARY PERRY, DIRECTOR FAMILY MEMBERS 8) MRS. ANDREW J. KEMP, JR, DIRECTOR MRS. KELLY R. THOMPSON, DIRECTOR FAMILY MEMBERS 9) FRASHER HUDSON PERGANDE, DIRECTOR JUDE RYAN, DIRECTOR FAMILY MEMBERS 10)JEAN ROACH, DIRECTOR AMY E. ROACH, DIRECTOR FAMILY MEMBERS 11)MITZI DAVIS, DIRECTOR MRS. SCOTT J. GERRISH, DIRECTOR FAMILY MEMBERS 12)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.