2024-12-11T07:59:21-06:00 2024-06-30 061438606 ZACKIN ZIMYESKI SULLIVAN CPA LLC 333 CHURCH STREET NAUGATUCK CT 06770 990 2023-07-01 066000592 NEW HAVEN SYMPHONY ORCHESTRA INC NEWH 2038650831 4 HAMILTON STREET NEW HAVEN CT 06511 ELAINE C CARROLL CEO 2038650831 2024-12-11 1 1 KEITH F SULLIVAN P00372938 2037532200 2024-12-09 2023 2024-10-15 13:58:12Z ELAINE C CARROLL 4 HAMILTON STREET NEW HAVEN CT 06511 2691180 0 X HTTPS://NEWHAVENSYMPHONY.ORG X 1929 CT THE NHSO ENRICHES CONNECTICUT'S CULTURAL LANDSCAPE THROUGH EXCEPTIONAL PERFORMANCES AND EDUCATION PROGRAMS THAT ARE ACCESSIBLE TO RESIDENTS FROM ALL WALKS OF LIFE. INNOVATIVE PROGRAMMING OFFERED STATEWIDE INSPIRES DEEPER AUDIENCE ENGAGEMENT AND MEANINGFUL ARTISTIC AND EDUCATIONAL COLLABORATIONS WHICH INCREASE THE REACH AND IMPACT OF THE SYMPHONY. AUTHENTIC COMMITMENTS TO DIVERSITY, EQUITY, INCLUSION, AND ACCESS MOVE THE NHSO TO PROVIDE REPRESENTATION THAT REFLECTS THE RICHLY DIVERSE COMMUNITIES WE SERVE IN ALL AREAS OF SYMPHONY LEADERSHIP. 21 21 295 41 0 0 1949391 2236348 334922 383481 18079 31327 12302 21742 2314694 2672898 0 0 0 0 1527751 1484135 0 0 275713 1047945 994422 2575696 2478557 -261002 194341 4562564 4837109 159708 151482 4402856 4685627 X THE NEW HAVEN SYMPHONY ORCHESTRA ENRICHES CONNECTICUT'S CULTURAL LANDSCAPE THROUGH EXCEPTIONAL PERFORMANCES AND EDUCATION PROGRAMS THAT ARE ACCESSIBLE TO RESIDENTS FROM ALL WALKS OF LIFE. INNOVATIVE PROGRAMMING OFFERED STATEWIDE INSPIRES DEEPER AUDIENCE ENGAGEMENT AND MEANINGFUL ARTISTIC AND EDUCATIONAL COLLABORATIONS WHICH INCREASE THE REACH AND IMPACT OF THE SYMPHONY. AUTHENTIC COMMITMENTS TO DIVERSITY, EQUITY, INCLUSION, AND ACCESS MOVE THE NHSO TO PROVIDE REPRESENTATION THAT REFLECTS THE RICHLY DIVERSE COMMUNITIES WE SERVE IN ALL AREAS OF SYMPHONY LEADERSHIP. 0 0 855536 227881 CLASSICS SERIES: IN THE 2023-24 SEASON, THE NHSO PERFORMED ITS MAINSTAGE CONCERTS AT WOOLSEY HALL AT YALE UNIVERSITY, THE JOHN C. LYMAN CENTER FOR THE PERFORMING ARTS AT SOUTHERN CONNECTICUT STATE UNIVERSITY, ST. MARY'S CHURCH, SHELTON HIGH SCHOOL, AND SHELTON INTERMEDIATE SCHOOL. MUSIC DIRECTOR ALASDAIR NEALE CELEBRATED HIS FINAL SEASON AS THE NHSO'S MUSIC DIRECTOR, AND PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON, II LED THE SYMPHONY'S POPS SERIES. THE SYMPHONY WELCOMED ITS NEW MUSIC DIRECTOR, PERRY SO, AT A FREE CONCERT ON THE NEW HAVEN GREEN DURING THE 2024 INTERNATIONAL FESTIVAL OF ARTS & IDEAS. 298035 107441 POPS SERIES: THE NHSO'S VENERABLE POPS SERIES CONCERTS BEGAN IN 1945 AT THE NEW HAVEN ARENA AND HAVE FEATURED SUCH ESTEEMED ARTISTS AS DAVE BRUBECK, JUDY COLLINS, DIZZY GILLESPIE, BENNY GOODMAN, MARVIN HAMLISCH, SKITCH HENDERSON, WYNTON MARSALIS, DUDLEY MOORE, BUDDY RICH, DOC SEVERINSON, ARTIE SHAW, JAMES TAYLOR, AND SARAH VAUGHAN.CURATED BY NHSO PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON, II, THE 2023-24 POPS SERIES INCLUDED PERFORMANCES AT THE LYMAN CENTER FOR THE PERFORMING ARTS IN NEW HAVEN, SHELTON HIGH SCHOOL, AND HAMDEN HIGH SCHOOL: A TRIBUTE TO NAT KING COLE, HOLIDAY EXTRAVAGANZA, A GERWSHIN CELEBRATION FEATURING RHAPSODY IN BLUE, AND A TRIBUTE TO ARETHA FRANKLIN FEATURING CAPATHIA JENKINS AND RYAN SHAW.THE NHSO PERFORMED THE OPENING NIGHT CONCERT OF THE 2024 INTERNATIONAL FESTIVAL OF ARTS & IDEAS, IN JUNE WITH A FREE CONCERT ON THE NEW HAVEN GREEN FEATURED INTERNATIONAL STAR VOCALIST ANGELIQUE KIDJO. 278941 48159 EDUCATION PROGRAMS: THE NEW HAVEN SYMPHONY ORCHESTRA'S COMPREHENSIVE EDUCATION PROGRAMS ANNUALLY BRING ORCHESTRAL MUSIC TO CHILDREN THROUGHOUT THE STATE OF CONNECTICUT. INNOVATIVE EDUCATION PROGRAMS INCLUDE:FAMILY CONCERT SERIES - DESIGNED EXCLUSIVELY FOR SMALL ENSEMBLES THAT ALLOW AN INTIMATE AND INTERACTIVE EXPERIENCE, THE NHSO OFFERED TWO FAMILY CONCERT PROGRAMS, EACH PERFORMED IN MULTIPLE NEIGHBORHOODS AND REGIONAL VENUES. NHSO OFFERED SENSORY-FRIENDLY PERFORMANCES OF THIS SERIES. YOUNG PEOPLE'S CONCERTS YOUNG PEOPLE'S CONCERTS HAVE BROUGHT FULL ORCHESTRA PERFORMANCES TO PUBLIC SCHOOL CHILDREN FOR OVER 90 YEARS. THESE PERFORMANCES ARE PRODUCED IN PARTNERSHIP WITH PUBLIC SCHOOLS ACROSS THE STATE. THE NHSO WELCOMES THOUSANDS OF YOUNG LISTENERS TO CONCERTS DESIGNED EXPRESSLY FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS, SUPPORTED BY AN EXTENSIVE CURRICULUM GUIDE THAT SUPPORTS STATE AND NATIONAL TEACHING STANDARDS. MANY OF THE SCHOOLS HOST PRE-CONCERT VISITS TO THEIR CLASSROOMS BY NHSO TEACHING ARTISTS. A SIGNIFICANT NUMBER OF STUDENTS HEAR LIVE CLASSICAL MUSIC FOR THE FIRST TIME THROUGH THIS PROGRAM. THIS YEAR, THE NHSO OFFERED FREE, PUBLIC PERFORMANCES OF THIS PROGRAM IN NEW HAVEN, AS WELL AS IN-SCHOOL FIELD TRIP-STYLE PERFORMANCES. HARMONY FELLOWSHIP FOR UNDERREPRESENTED MUSICIANS, CONDUCTORS, ARTS ADMINISTRATORS, BOARD LEADERS -THE NHSO EXPANDED ITS HARMONY FELLOWSHIP FOR UNDERREPRESENTED MUSICIANS, ORIGINALLY FUNDED BY THE ANN & GORDON GETTY FOUNDATION THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS TO INCLUDE CONDUCTING, ADMINISTRATIVE, AND BOARD FELLOWS BRINGING INCREASED DIVERSITY TO ALL AREAS OF THE SYMPHONY. THE INSTRUMENTAL FELLOWSHIP ACCEPTS A COHORT OF TWO MUSICIANS FROM UNDERREPRESENTED BACKGROUNDS EVERY YEAR FOR A TWO-YEAR FELLOWSHIP. FELLOWS RECEIVE LESSONS, PARTICIPATE IN PROFESSIONAL DEVELOPMENT SUCH AS MOCK AUDITIONS, AND HAVE THE OPPORTUNITY TO PLAY CONCERTS WITH THE ORCHESTRA. AT THE END OF THE TWO-YEAR FELLOWSHIP, EACH FELLOW WILL BE INVITED TO ANY FUTURE OPPORTUNITY TO AUDITION FOR THE NHSO.EACH COHORT, ALONG WITH TWO NHSO ORCHESTRA MEMBERS, FORMS ONE OF TWO HARMONY QUARTETS. THE HARMONY QUARTETS ARE INTEGRAL TO NHSO EDUCATION PROGRAMS THAT FOCUS ON RESILIENCE AND CONFLICT RESOLUTION. FOR UPPER ELEMENTARY SCHOOL STUDENTS, A HARMONY QUARTET PRESENTS A CONFLICT RESOLUTION WORKSHOP. HIGH SCHOOL STUDENTS PARTICIPATE IN A SONG WRITING PROJECT WHICH CULMINATES IN THE STUDENTS RECEIVING A PROFESSIONAL RECORDING OF THEIR COMPOSITIONS, PLAYED BY THE HARMONY QUARTETS. CONDUCTING FELLOWS RECEIVE MENTORSHIP FROM MUSIC DIRECTOR ALASDAIR NEALE AND PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON WHILE ADMINISTRATIVE AND BOARD FELLOWS ARE PAIRED WITH STAFF AND BOARD MEMBERS TO WORK ON PROJECTS AND COMMITTEES THAT ALIGN WITH THEIR PROFESSIONAL GOALS. CREATING MUSICAL READERS CREATING MUSICAL READERS HIGHLIGHTS INSTRUMENTS FROM EACH OF THE FOUR FAMILIES OF THE ORCHESTRA IN THE CONTEXT OF LITERACY ACTIVITIES. PROGRAMS ARE PERFORMED AT SCHOOLS, COMMUNITY CENTERS, LIBRARIES, AND THE CONNECTICUT CHILDREN'S MUSEUM. DESIGNED FOR PRE-K THROUGH 2ND GRADE, MUSIC AND STORYTELLING ARE COMBINED TO ENCOURAGE AVID READING AND BEGIN A LIFETIME OF MUSICAL AWARENESS. EACH 45-MINUTE PROGRAM FEATURES AN NHSO MUSICIAN ACCOMPANYING A STORYBOOK ON THEIR INSTRUMENT, WITH BOOK TITLES INCLUDING MOLE MUSIC (VIOLIN), TUBBY THE TUBA (TUBA), AND RALPH'S SECRET WEAPON (BASSOON). PRESENTING PARTNERS CONTINUE TO BRING NHSO TEACHING ARTISTS BACK DUE TO THE PROGRAM'S POSITIVE IMPACT ON YOUNG READERS.YOUNG COMPOSERS PROJECT - THE PROJECT IS A 2-YEAR EXTRACURRICULAR PROGRAM FOR TALENTED AND ENGAGED HIGH SCHOOL STUDENTS TO PARTICIPATE IN ADVANCED MUSICAL STUDY. STUDENTS COMPLETE MUSIC THEORY COURSES; PARTICIPATE IN PRIVATE COMPOSITION LESSONS AND MONTHLY COMPOSITION SEMINARS; AND WORKSHOP DIRECTLY WITH PROFESSIONALS. THE PROJECT CULMINATES IN AN ANNUAL PREMIERE PERFORMANCE OF A CHAMBER WORK WITH THE MUSICIANS OF THE NHSO, WHICH IS RECORDED FOR THE STUDENTS. THE NHSO'S YCP IS 1 OF ONLY 3 IN THE COUNTRY AND HAS WON NATIONAL RECOGNITION FOR BOTH ITS DEPTH OF STUDY AND THE PRESTIGIOUS PERSONNEL INVESTED IN THE COMPOSERS' GROWTH. ALL PARTICIPANTS FROM THE PREVIOUS COHORTS HAVE GAINED ACCESS TO CONSERVATORY AND HIGHER-EDUCATION MUSIC PROGRAMS. 362464 HARMONY FELLOWSHIP FOR UNDERREPRESENTED MUSICIANS, CONDUCTORS, ARTS ADMINISTRATORS, BOARD LEADERS -THE NHSO EXPANDED ITS HARMONY FELLOWSHIP FOR UNDERREPRESENTED MUSICIANS, FUNDED BY THE ANN & GORDON GETTY FOUNDATION THROUGH THE LEAGUE OF AMERICAN ORCHESTRAS TO INCLUDE CONDUCTING, ADMINISTRATIVE, AND BOARD FELLOWS BRINGING INCREASED DIVERSITY TO ALL AREAS OF THE SYMPHONY. THE INSTRUMENTAL FELLOWSHIP ACCEPTS A COHORT OF TWO MUSICIANS FROM UNDERREPRESENTED BACKGROUNDS EVERY YEAR FOR A TWO-YEAR FELLOWSHIP. FELLOWS RECEIVE LESSONS, PARTICIPATE IN PROFESSIONAL DEVELOPMENT SUCH AS MOCK AUDITIONS, AND HAVE THE OPPORTUNITY TO PLAY CONCERTS WITH THE ORCHESTRA. AT THE END OF THE TWO-YEAR FELLOWSHIP, EACH FELLOW WILL BE INVITED TO ANY FUTURE OPPORTUNITY TO AUDITION FOR THE NHSO.EACH COHORT, ALONG WITH TWO NHSO ORCHESTRA MEMBERS, FORMS ONE OF TWO HARMONY QUARTETS. THE HARMONY QUARTETS ARE INTEGRAL TO NHSO EDUCATION PROGRAMS THAT FOCUS ON RESILIENCE AND CONFLICT RESOLUTION. FOR UPPER ELEMENTARY SCHOOL STUDENTS, A HARMONY QUARTET PRESENTS A CONFLICT RESOLUTION WORKSHOP. HIGH SCHOOL STUDENTS PARTICIPATE IN A SONG WRITING PROJECT WHICH CULMINATES IN THE STUDENTS RECEIVING A PROFESSIONAL RECORDING OF THEIR COMPOSITIONS, PLAYED BY THE HARMONY QUARTETS. CONDUCTING FELLOWS RECEIVE MENTORSHIP FROM MUSIC DIRECTOR ALASDAIR NEALE AND PRINCIPAL POPS CONDUCTOR CHELSEA TIPTON WHILE ADMINISTRATIVE AND BOARD FELLOWS ARE PAIRED WITH STAFF AND BOARD MEMBERS TO WORK ON PROJECTS AND COMMITTEES THAT ALIGN WITH THEIR PROFESSIONAL GOALS. CREATING MUSICAL READERS CREATING MUSICAL READERS HIGHLIGHTS INSTRUMENTS FROM EACH OF THE FOUR FAMILIES OF THE ORCHESTRA IN THE CONTEXT OF LITERACY ACTIVITIES. PROGRAMS ARE PERFORMED AT SCHOOLS, COMMUNITY CENTERS, LIBRARIES, AND THE CONNECTICUT CHILDREN'S MUSEUM. DESIGNED FOR PRE-K THROUGH 2ND GRADE, MUSIC AND STORYTELLING ARE COMBINED TO ENCOURAGE AVID READING AND BEGIN A LIFETIME OF MUSICAL AWARENESS. EACH 45-MINUTE PROGRAM FEATURES AN NHSO MUSICIAN ACCOMPANYING A STORYBOOK ON THEIR INSTRUMENT, WITH BOOK TITLES INCLUDING MOLE MUSIC (VIOLIN), TUBBY THE TUBA (TUBA), AND RALPH'S SECRET WEAPON (BASSOON). PRESENTING PARTNERS CONTINUE TO BRING NHSO TEACHING ARTISTS BACK DUE TO THE PROGRAM'S POSITIVE IMPACT ON YOUNG READERS.YOUNG COMPOSERS PROJECT - THE PROJECT IS A 2-YEAR EXTRACURRICULAR PROGRAM FOR TALENTED AND ENGAGED HIGH SCHOOL STUDENTS TO PARTICIPATE IN ADVANCED MUSICAL STUDY. STUDENTS COMPLETE MUSIC THEORY COURSES; PARTICIPATE IN PRIVATE COMPOSITION LESSONS AND MONTHLY COMPOSITION SEMINARS; AND WORKSHOP DIRECTLY WITH PROFESSIONALS. THE PROJECT CULMINATES IN AN ANNUAL PREMIERE PERFORMANCE OF A CHAMBER WORK WITH THE MUSICIANS OF THE NHSO, WHICH IS RECORDED FOR THE STUDENTS. THE NHSO'S YCP IS 1 OF ONLY 3 IN THE COUNTRY AND HAS WON NATIONAL RECOGNITION FOR BOTH ITS DEPTH OF STUDY AND THE PRESTIGIOUS PERSONNEL INVESTED IN THE COMPOSERS' GROWTH. ALL PARTICIPANTS FROM THE PREVIOUS COHORTS HAVE GAINED ACCESS TO CONSERVATORY AND HIGHER-EDUCATION MUSIC PROGRAMS. THIS SEASON PARTICIPANTS WORKED WITH NHSO COMPOSER-IN-RESIDENCE JOEL THOMPSON. 362464 1794976 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 51 0 1 295 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X FORREST TEMPLE 2038650831 4 HAMILTON STREET NEW HAVEN CT 06511 KEITH CHURCHWELL PRESIDENT 1.00 X X 0 0 0 RUBDN RODRIGUEZ SECRETARY 1.00 X X 0 0 0 PATRICK DUNLEAVEY TREASURER 1.00 X X 0 0 0 AMEY MARRELLA VICE PRESIDENT 1.00 X X 0 0 0 BURTON ALTER DIRECTOR 4.00 X 0 0 0 LINDA ASTMANN DIRECTOR 1.00 X 0 0 0 JONATHAN BERRYMAN DIRECTOR 1.00 X 0 0 0 THOMAS CAVALIERE DIRECTOR 1.00 X 0 0 0 ELIZABETH DONIUS DIRECTOR 1.00 X 0 0 0 BERT DOVO DIRECTOR 1.00 X 0 0 0 BILL FOX DIRECTOR 1.00 X 0 0 0 JOSE GARCIA-LEON DIRECTOR 1.00 X 0 0 0 DR CRAIG HLAVAC DIRECTOR 4.00 X 0 0 0 ZANAIYA LEON DIRECTOR 1.00 X 0 0 0 ANNIE LIN DIRECTOR 1.00 X 0 0 0 GEORGE LOGAN DIRECTOR 1.00 X 0 0 0 JAMES MORLEY DIRECTOR 1.00 X 0 0 0 GREGORY MUCCILLI DIRECTOR 1.00 X 0 0 0 CRISTI STROUD DIRECTOR 4.00 X 0 0 0 LYNN TANOUE DIRECTOR 1.00 X 0 0 0 STEN VERMUND DIRECTOR 1.00 X 0 0 0 ELAINE CARROLL CEO 40.00 X 191612 0 0 FORREST TEMPLE CFO 32.00 X 80069 0 0 271681 0 0 1 0 1 0 0 124719 2111629 115457 2236348 CONCERT TICKET SALES 711130 355831 355831 CONTRACTED SERVICES 711130 27650 27650 383481 31327 31327 3370 3370 35285 18282 17003 17003 MISCELLLANEOUS 900099 1369 1369 1369 2672898 384850 0 51700 X 214181 56809 108678 48694 1107062 846616 80230 180216 52961 40138 3637 9186 109931 78629 12033 19269 341658 277463 58079 6116 43893 19588 24247 58 36808 36808 79640 68860 9274 1506 4950 4950 13974 13974 HALL RENTAL & CONCERT P 268882 268679 0 203 PRINT AND BROADCASTING 83394 82058 0 1336 POSTAGE 24768 12695 6689 5384 RECEPTIONS, GIFTS, & AM 23478 22388 1090 72977 43441 26881 2655 2478557 1794976 407868 275713 1757488 1815286 362125 322604 48500 84075 897616 950103 19895 13187 186831 152583 39198 34248 241916 405788 1195826 1211818 4562564 4837109 119400 125633 40308 25849 159708 151482 X 3074588 3118539 1328268 1567088 4402856 4685627 4562564 4837109 194341 88430 0 X 0 0 0 X 1674364 1788129 2969533 2351855 2120551 10904432 214464 120560 93779 115457 544260 1674364 2002593 3090093 2445634 2236008 11448692 3032917 8415775 11950 25159 -30674 33561 34697 74693 32781 18531 37255 21154 1369 111090 11634475 1218573 0.72330 0.49530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1176174 1176174 1153270 10000 23672 7332 3436 1176174 1360892 -181334 64390 11898 1153270 1114602 256306 5000 5016 1360892 1130814 19 45445 56512 5164 1114602 0 1 1 186831 152583 34248 34248 WILLIAM BOUGHTON FUND 45139 F HELEN HAGAN FUND 127536 F KEN TEDESCHI FUND 13772 F E CARROLL & J ANDERSON FUND 10584 F BETTE GRUSKAY EDUCATION TRUST 54181 F UNDERREPRESENTED CONDUCTORS FUND 154576 C 405788 BENEFICIAL INTEREST IN THE NET ASSETS OF NHSO FOUNDATION, INC 1211818 1211818 X 2761328 88430 88430 2672898 0 2672898 2496839 18282 18282 2478557 0 2478557 PART V, LINE 4: THE FUNDS ARE HELD BY A RELATED ORGANIZATION AND ARE AVAILABLE TO SUPPLEMENT THE REVENUE NEEDED TO SUPPORT THE ORGANIZATION'S MISSION AND TO BUILD AN OPERATING RESERVE. PART X, LINE 2: THE ORGANIZATION IS INCORPORATED IN THE STATE OF CONNECTICUT AND IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUTATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNRAISING EXPENSE INCLUDED IN REVENUE 18282. PART X, LINE 2 THE ORGANIZATION IS INCORPORATED IN THE STATE OF CONNECTICUT AND IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUTATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS X 0 CT GALA 35285 35285 18282 35285 35285 18282 18282 17003 SCHEDULE G, PART I, LINE 2B, COLUMN (V) ANNUAL GALA HELD TO RAISE MONEY FOR THE ORGANZIATION X 0 0 0 0 0 0 0 0 0 ELAINE CARROLL CEO 162312 0 0 0 29300 0 0 0 0 0 191612 0 0 0 X ADVERTISING 1 115457 FAIR MARKET ESTIMATE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE IMPLEMENTS AND REGULARLY REVIEWS THE POLICY AND COMPLIANCE BY ANNUALLY DISTRIBUTING THE CONFLICT OF INTEREST POLICY TO STAFF AND BOARD MEMBERS, RESOLVING ANY CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS BASED ON COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION'S ADDRESS. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON GIVEGREATER.ORG FORM 990, PART IX, LINE 11G GUEST ARTISTS & OTHER PROFESSIONALS: PROGRAM SERVICE EXPENSES 277463. MANAGEMENT AND GENERAL EXPENSES 58079. FUNDRAISING EXPENSES 6116. TOTAL EXPENSES 341658. NHSO FOUNDATION INC PO BOX 9718 NEW HAVEN CT 06536 061317805 OWNING AN ENDOWMENT FUND FOR THE BENEFIT OF THE NEW HAVEN SYMPHONY ORCHESTRA CT 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEW HAVEN SYMPHONY ORCHESTRA FOUNDATION INC C CASH RECEIVED