2025-11-16T10:42:24-06:00 2024-12-31 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990EZ 2024-03-15 992059778 CAROLINA PHILHARMONIC ENDOWMENT CARO 3017043217 105 STRATHAVEN COURT PINEHURST NC 28374 CLIVE BECKER-JONES PRESIDENT 6037145563 2025-11-14 1 0 JOHN M ROBINSON P01281319 3362944494 2025-11-14 2024 2025-03-06 01:10:19Z X X N/A X X 181535 181535 181535 0 181535 0 0 181535 0 181535 0 181535 0 0 0 181535 X THE PURPOSE IS TO CARRY OUT THE CHARITABLE, EDUCATIONAL AND BENEVOLENT SUPPORT OF THE CAROLINA PHILHARMONIC, INC. DIRECTLY RELATED TO THE PROMOTION OF CLASSICAL MUSIC. THE ENDOWMENT BENEFITS THE FUNCTIONS AND CARRIES OUT THE PURPOSES OF THE CAROLINA PHILHARMONIC, INC. THE ORGANIZATION PERFORMS ACITVITIES SUCH AS COMPENSATION AND COSTS OF GUEST SOLOISTS WHICH THE CAROLINA PHILHARMONIC USES FOR ITS CONCERTS. 0 0 0 CLIVE BECKER-JONES PRESIDENT 0.00 0 0 0 HELEN SCHILLACI SECRETARY 0.00 0 0 0 JANIE GOULD TREASURER 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MS JANIE GOULD 5 MARKET SQUARE PINEHURST NC 28374 3017043217 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X X 1 THE CAROLINA PHILHARMONIC INC 270741753 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 1 SCHEDULE A, PAGE 4, SECTION A, LINE 5A THE CAROLINA PHILHARMONIC, INC., EIN 27-0741753, WAS LISTED AS A SUPPORTED ORGANIZATION BY THE ENDOWMENT TO BENEFIT THE PURPOSES OF THE CAROLINA PHILHARMONIC AS STATED IN ITS ORIGINATING ORGANIZATION DOCUMENTS. SCHEDULE A, PAGE 5, SECTION D, LINE 1 ORGANIZATION HAD NOT YET COMPLETED ITS INITIAL 990 FILLING BEFORE THE STATED DISCLOSURE DATE. LETTER AND 990 FILINGS WILL BE PROVIDED GOING FORWARD. SCHEDULE A, PAGE 5, SECTION E, LINE 2A THE ACTIVITIES WILL DIRECTLY FURTHER THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION (SO) BY PERFORMING ITS FUNCTIONS AND CARRYING OUT ITS PURPOSES THROUGH SUPPORTING THE COSTS OF SUPPLEMENTAL PERFORMERS AND SOLOISTS THAT SO USES FOR ITS CONCERTS, ALL OF WHOM THE BOARD WILL SELECT BY AN OBJECTIVE AND NON-DISCRIMINATORY BASIS, NONE OF WHOM WILL BE RELATED PARTIES, AND ALL OF WHOM WILL BE CUSTOMARILY AND EXCEPTIONALLY QUALIFIED FOR THE CHARITABLE PURPOSE. BUT-FOR SUPPORTING ORGANIZATION, SO IS RESPONSIBLE FOR THE FEES. SO HAS SIGNIFICANT VOICE IN TIMING AND MANNER OF PAYMENT AND SELECTING RECIPIENTS AS A BOARD MEMBER OF SO IS ON THE BOARD OF SUPPORTING ORGANIZATION THAT SELECTS THE RECIPIENTS. NO BENEFIT IS DERIVED BY THE BOARD. AWARDING OF THE PAYMENTS IS PART OF AN ACTIVE PROGRAM OF SUPPORTING ORGANIZATION WHICH IS A NECESSARY COMPONENT AS SOLOISTS PERFORMING DIRECTLY FURTHERS SO'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES OF PROMOTING CLASSICAL MUSIC. SCHEDULE A, PAGE 5, SECTION D, LINE 3 THE GOVERNING BOARD IS SELECTED BY THE BOARD OF THE SUPPORTED ORGANIZATION (SO). THE DIRECTORS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS OF THE SO, AS ONE OR MORE DIRECTORS OF THE SUPPORTING ORGANIZATION IS OR ARE APPOINTED BY THE DIRECTORS OF THE SO. THE APPOINTED DIRECTOR IS INVOLVED IN THE INVESTMENT POLICIES, TIMING AND MAKING OF DISTRIBUTIONS AND GRANTS, AND OTHERWISE DIRECTING THE USE OF THE INCOME OR ASSETS FOR USE BY THE SO, AS THESE ACTIVITIES ARE CONTROLLED AT THE BOARD LEVEL. BECAUSE THESE ACTIVITIES ARE CONTROLLED AT THE BOARD LEVEL AND THERE WILL BE AT LEAST ONE DIRECTOR OF THE SO ON THE SUPPORTING ORGANIZATION'S BOARD, THE DIRECTORS WILL MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS. THE PROVISION FOR ONE OR MORE DIRECTORS OF THE SUPPORTING ORGANIZATION BEING APPOINTED BY THE SO IS IN ARTICLE III OF THE BYLAWS OF THE SUPPORTING ORGANIZATION. SCHEDULE A, PAGE 5, SECTION E, LINE 2B THIS ORGANIZATION PROVIDES FUNDING FOR EXPENSES DIRECTLY RELATED TO THE SUPPORTED ORGANIZATION'S EXEMPT MISSION. WITHOUT THIS ORGANIZATION, THE SUPPORTED ORGANIZATION WOULD NEED TO FUND THESE EXPENSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART V, LINE 33 THE ACTIVITIES OF THE CAROLINA PHILHARMONIC ENDOWMENT ARE TO BENEFIT AND TO PERFORM THE FUNCTIONS OF AND CARRY OUT THE PURPOSES OF THE CAROLINA PHILHARMONIC, INC. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.