Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 08-01-2012 , 2012, and ending 07-31-2013
BCheck if applicable:
CName of organization
NASHVILLE SYMPHONY ASSOCIATION
 
Doing Business As
THE NASHVILLE SYMPHONY
 
Number and street (or P.O. box if mail is not delivered to street address)
1 Symphony Place
 
Room/suite
City or town, state or country, and ZIP + 4
Nashville, TN37201
D Employer identification number

62-0550979
E Telephone number

G Gross receipts $ 62,393,210
F Name and address of principal officer:
ALAN VALENTINE
1 Symphony Place
Nashville,TN37201
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
NASHVILLESYMPHONY.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1946
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE NASHVILLE SYMPHONY IS DEDICATED TO ACHIEVING THE HIGHEST STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATIONAL PROGRAMS, WHILE ENGAGING THE COMMUNITY, ENRICHING AUDIENCES AND SHAPING CULTURAL LIFE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 64
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 63
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 510
6 Total number of volunteers (estimate if necessary) ............. 6 274
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -472,341
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -472,341
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,598,243 4,931,717
9 Program service revenue (Part VIII, line 2g) ......... 7,934,210 7,431,021
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,224,138 8,748,378
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 808,617 25,730
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 21,565,208 21,136,846
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,500 14,000
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 13,391,393 15,074,523
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 283,750 132,837
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,419,082    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 19,618,967 19,147,432
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 33,301,610 34,368,792
19 Revenue less expenses. Subtract line 18 from line 12....... -11,736,402 -13,231,946
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 181,289,803 128,202,779
21 Total liabilities (Part X, line 26)............. 109,238,949 30,326,219
22 Net assets or fund balances. Subtract line 21 from line 20..... 72,050,854 97,876,560
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: MISSION STATEMENT - THE NASHVILLE SYMPHONY IS DEDICATED TO ACHIEVING THE HIGHEST STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATIONAL PROGRAMS, WHILE ENGAGING THE COMMUNITY, ENRICHING AUDIENCES AND SHAPING CULTURAL LIFE. CONTINUED IN SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 28,469,790 including grants of $   ) (Revenue $ 7,494,121 )
LED BY MUSIC DIRECTOR GIANCARLO GUERRERO AND PRESIDENT AND CEO ALAN D. VALENTINE, THE GRAMMY® AWARD-WINNING NASHVILLE SYMPHONY HAS RECEIVED NATIONAL AND INTERNATIONAL RECOGNITION FOR ITS EXCEPTIONAL MUSICIANSHIP AND ADVENTUROUS PROGRAMMING. THE SYMPHONY PERFORMS MORE THAN 140 CONCERTS ANNUALLY, INCLUDING CLASSICAL, POPS, JAZZ, A FAMILY SERIES AND A VARIETY OF SPECIAL EVENTS. THE 2012/13 SEASON OPENED WITH A MOMENTOUS PERFORMANCE OF MAHLER'S SYMPHONY NO. 8, POPULARLY KNOWN AS "SYMPHONY OF A THOUSAND" BECAUSE OF THE HUGE NUMBER OF MUSICIANS AND SINGERS REQUIRED. THIS AMBITIOUS UNDERTAKING SET THE TONE FOR THE REST OF THE SEASON, WHICH COVERED THE FULL BREADTH OF THE ORCHESTRAL REPERTOIRE. HIGHLIGHTS INCLUDED EVERYTHING FROM AUDIENCE FAVORITES SUCH AS BEETHOVEN'S FIFTH AND BERLIOZ'S SYMPHONIE FANTASTIQUE TO AN ENTIRE CONCERT OF MUSIC INSPIRED BY FOLK TRADITIONS, WITH PERFORMANCES OF HUNGARIAN COMPOSER ZOLTÁN KODÁLY'S HARY JANOS SUITE AND MEXICAN COMPOSER CARLOS CHÁVEZ'S SINFONÍA INDIA. THROUGHOUT THE SEASON WERE A NUMBER OF HIGH-PROFILE COMMISSIONS, PREMIERES AND RECORDINGS OF NEW MUSIC BY EDGAR MEYER, RICHARD DANIELPOUR, ROBERTO SIERRA AND OTHER LEADING AMERICAN COMPOSERS. ON SEPTEMBER 20-22, 2012, THE ORCHESTRA RECORDED ROBERTO SIERRA'S CARNAVAL, A VIBRANT, COLORFUL WORK INSPIRED EQUALLY BY THE MUSIC OF ROBERT SCHUMANN AND THE RHYTHMS OF LATIN DANCE. THIS COMPOSITION WAS RELEASED ON THE NAXOS LABEL IN NOVEMBER 2013. AT THE SAME CONCERT, THE SYMPHONY COMPLETED RECORDING FOR A DISC FEATURING WORKS BY RICHARD DANIELPOUR, WHICH RELEASED ON NAXOS IN SEPTEMBER 2013. FEATURING THE CHARISMATIC SOPRANO ANGELA BROWN, A WOMAN'S LIFE IS A SONG CYCLE BASED ON POEMS BY AMERICAN POET MAYA ANGELOU. IN OCTOBER 2012, THE NASHVILLE SYMPHONY PERFORMED AND RECORDED TWO COMPOSITIONS BY STEPHEN PAULUS: THE VEIL OF TEARS AND THREE PLACES OF ENLIGHTENMENT, A CONCERTO FOR STRING QUARTET FEATURING THE ORCHESTRA'S PRINCIPAL STRING PLAYERS: CONCERTMASTER JUN IWASAKI, SECOND VIOLINIST CAROLYN WANN BAILEY, VIOLIST DAN REINKER AND CELLIST ANTHONY LAMARCHINA. BOTH WORKS WILL BE FEATURED ON A FORTHCOMING RELEASE WITH PAULUS' GRAND ORGAN CONCERTO. ALONG WITH ITS CLASSICAL OFFERINGS, THE NASHVILLE SYMPHONY PERFORMS EIGHT THREE-NIGHT PRESENTATIONS IN ITS POPS SERIES. THIS SUBSCRIPTION SERIES FEATURES A VARIETY OF POPULAR STYLES, REPRESENTED BY SUCH PERFORMERS AS BOYZ II MEN AND THE CHIEFTAINS. A FOUR-CONCERT FAMILY SERIES, THE ANN & MONROE CARELL FAMILY TRUST PIED PIPER CHILDREN'S SERIES IS GEARED TOWARD YOUNG LISTENERS AND THEIR FAMILIES. THE NASHVILLE SYMPHONY HAS ALSO EMERGED IN RECENT YEARS AS A CONCERT PRESENTER, BRINGING A DIVERSE ARRAY OF ARTISTS TO PERFORM AT SCHERMERHORN SYMPHONY CENTER IN CONCERTS WITHOUT THE ORCHESTRA. NOTABLE JAZZ EVENTS HAVE INCLUDED PIANIST MCCOY TYNER AND SAXOPHONIST WAYNE SHORTER. OTHER PRESENTATION HIGHLIGHTS HAVE INCLUDED SINGER AL GREEN, THE SILK ROAD ENSEMBLE WITH YO-YO MA AND COMEDIAN BOB NEWHART. FOR MANY YEARS, THE NASHVILLE SYMPHONY HAS ALSO PARTNERED WITH OTHER LOCAL ARTS ORGANIZATIONS, PROVIDING LIVE ORCHESTRAL ACCOMPANIMENT FOR PERFORMANCES BY NASHVILLE BALLET AND NASHVILLE OPERA. ITS REACH IN THE MIDDLE TENNESSEE COMMUNITY IS BOTH BROAD AND DEEP, AND THROUGH ALL OF ITS VARIOUS ACTIVITIES, IT HAS GREATLY ENRICHED CULTURAL LIFE FOR AUDIENCES OF ALL AGES AND BACKGROUNDS.
4b (Code:   ) (Expenses $ 791,072 including grants of $ 14,000 ) (Revenue $ 322,850 )
THE NASHVILLE SYMPHONY REACHES SCHOOL CHILDREN ACROSS THE MIDDLE TENNESSEE REGION THROUGH SUCH PROGRAMS AS YOUNG PEOPLE'S CONCERTS, WHICH BRING STUDENTS FROM PUBLIC, PRIVATE AND HOME SCHOOLS TO THE SCHERMERHORN. THE ENSEMBLES IN THE SCHOOLS PROGRAM TAKES MEMBERS OF THE NASHVILLE SYMPHONY TO PUBLIC AND PRIVATE SCHOOLS, WHERE THEY PERFORM FOR STUDENTS, ALL WITHOUT COST TO STUDENTS OR THE SCHOOLS. "IS IT A FIDDLE OR A VIOLIN?" IS A UNIQUE PARTNERSHIP WITH THE COUNTRY MUSIC HALL OF FAME® AND MUSEUM, IN WHICH STUDENTS ARE INVITED TO EXPLORE THE SIMILARITIES AND THE DIFFERENCES BETWEEN CLASSICAL MUSIC AND COUNTRY MUSIC. ALONG WITH PERFORMING FOR STUDENTS, THE NASHVILLE SYMPHONY COMMITS ITS TIME AND RESOURCES TO PERFORMING FREE CONCERTS FOR PEOPLE FROM ACROSS THE COMMUNITY. EVERY SUMMER, THE COMMUNITY CONCERTS SERIES BRINGS THE ORCHESTRA TO PUBLIC PARKS ACROSS THE CITY AND THE MID-STATE REGION. IN ADDITION, EVERY JANUARY, THE SYMPHONY PRESENTS "LET FREEDOM SING!," A FREE MUSICAL CELEBRATION OF THE LIFE AND LEGACY OF MARTIN LUTHER KING JR., AT SCHERMERHORN SYMPHONY CENTER. EACH YEAR, SCHERMERHORN SYMPHONY CENTER ALSO HOSTS THE FREE DAY OF MUSIC, WHICH FEATURES MORE THAN TWO DOZEN PERFORMANCES DURING A SINGLE DAY. THE GOAL OF THIS POPULAR EVENT, WHICH IS FREE OF CHARGE ALL DAY LONG AND TYPICALLY REACHES MORE THAN 4,000 PEOPLE, IS TO MAKE THE SCHERMERHORN ACCESSIBLE TO THE ENTIRE COMMUNITY AND TO PROVIDE A WELL-ATTENDED FORUM FOR THE PARTICIPATING MUSICAL ENSEMBLES, WHICH REPRESENT A WIDE ARRAY OF GENRES. OTHER COMMUNITY ENGAGEMENT EFFORTS INCLUDE ONSTAGE AT THE SCHERMERHORN, WHICH OFFERS ADULT PARTICIPANTS AN OPPORTUNITY TO INTERACT WITH NASHVILLE SYMPHONY MUSICIANS IN AN INFORMAL SETTING ON THE SYMPHONY CENTER STAGE.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet29,260,862
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
204
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
510
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
64
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
63
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCHAD BOYD1 Symphony PlaceNashvilleTN37201 (615) 687-6515
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ALAN D VALENTINE........................................................................
PRESIDENT & CEO
 40.00
.......................   		X   X       381,988 0 21,529
(2) BETSY WILLS........................................................................
SECRETARY
 1.00
.......................   		X   X       0 0 0
(3) EDWARD A GOODRICH........................................................................
CHAIR
 1.00
.......................   		X   X       0 0 0
(4) JAMES C SEABURY III........................................................................
CHAIR-ELECT
 1.00
.......................   		X   X       0 0 0
(5) MR KEVIN W CRUMBO........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(6) ALISON F GOODING........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) AMY GRANT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) ANASTASIA BROWN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) ANNE RUSSELL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) BEN L CUNDIFF........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) BENJAMIN FOLDS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) BEVERLY K SMALL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(13) BILLY RAY HEARN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) BRETT SWEET........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) CANO A OZGENER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(16) CARL T HALEY JR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(17) CAROL A DANIELS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) CLARE YANG........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(19) DAVID K MORGAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(20) DAVID L BLACK........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(21) DAVID WILLIAMS II........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(22) DEBORAH K PITTS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(23) DONNA B YURDIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(24) DR KEITH B CHURCHWELL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(25) EDUARDO H MINARDI........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(26) ELLIOTT W JONES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(27) HARRY WILLIAMS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(28) JACK O BOVENDER JR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(29) JAMES C GOOCH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(30) JAMES D ZIMMERMAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(31) JANET E AYERS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(32) JEFFERY C WALRAVEN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(33) JENNIFER H PURYEAR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(34) JEREMY WILLIAMS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(35) JOHN T LEWIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(36) JOHNNA B WATSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(37) JUDY M FOSTER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(38) LARRY J LARKIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(39) LEE ANN INGRAM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(40) LISA COOPER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(41) MARK WAIT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(42) MARTHA R INGRAM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(43) MARWAH SHAHID........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(44) MICHAEL SAMIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(45) MICHAEL W HAYES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(46) MICHELLE R COLLINS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(47) NELSON SHIELDS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(48) PAM K PFEFFER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(49) PETER NEFF........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(50) REBECCA J COLE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(51) REBECCA WILLIE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(52) RENATA SOTO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(53) RICHARD L MILLER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(54) ROBERT A EZRIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(55) ROBERT J DENNIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(56) SCOTT BECKER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(57) SHIRLEY ZEITLIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(58) STEVE TURNER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(59) TED HOUSTON WELCH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(60) VAN TUCKER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(61) VICTORIA CHU PAO........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(62) WILLIAM GREER WIGGINS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(63) MICHAEL KIRBY........................................................................
VP & CFO
 40.00
.......................   		    X       138,350 0 23,809
(64) MYLES MACDONALD........................................................................
INTERIM COO
 40.00
.......................   		    X       0 0 0
(65) GIANCARLO GUERERRO........................................................................
MUSIC DIRECTOR
 40.00
.......................   		      X     469,390 0 29,874
(66) JUN IWASAKI........................................................................
CONCERTMASTER
 40.00
.......................   		      X     174,431 0 5,083
(67) MARK A BLAKEMAN........................................................................
GM & VP OF ORCHESTRA
 40.00
.......................   		      X     169,642 0 24,940
(68) JONATHAN R NORRIS........................................................................
VP OF HUMAN RESOURCES
 40.00
.......................   		        X   119,674 0 14,350
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,453,475 0 119,585
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
WILLIAM MORRIS ENDEAVOR ENTERTAINMENT1325 AVENUE OF THE AMERICASNEW YORKNY10018 GUEST ARTIST MANAGEMENT 251,500
KRAFT CPAS LLC555 GREAT CIRCLE ROAD STE 200NASHVILLETN37228 FINANCIAL RESTRUCTURING 215,988
OPUS 3 ARTISTS470 PARK AVE S 9TH FLOOR NORTHNEW YORKNY10016 GUEST ARTIST MANAGEMENT 214,000
FROST BROWN TODD LLCPO BOX 70087LOUISVILLEKY402700087 PROFESSIONAL FEES AND RESTRUCTURING ADVICE 170,642
COLUMBIA ARTISTS MANAGEMENT1790 BROADWAYNEW YORKNY10019 GUEST ARTIST MANAGEMENT 119,701
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 511,899
d Related organizations...1d  
e Government grants (contributions)1e 322,850
f All other contributions, gifts, grants, and
similar amounts not included above1f 		4,096,968
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 4,931,717
Program Service Revenue Business Code
2a TICKET SALES 711190 6,940,901 6,940,901    
b ORCHESTRA FEES 711190 490,120 490,120    
c     0      
d     0      
e     0      
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 7,431,021
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,712,732     1,712,732
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 2,552,432  
b Less: rental expenses 3,024,773  
c Rental income or (loss) -472,341 0
d Net rental income or (loss).......MediumBullet -472,341   -472,341  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 44,763,596  
b Less: cost or other basis and sales expenses 37,727,950  
c Gain or (loss) 7,035,646 0
d Net gain or (loss)..........MediumBullet 7,035,646     7,035,646
8a Gross income from fundraising events (not including
$ 511,899
of contributions reported on line 1c). See Part IV, line 18 ..
a 505,554
b Less: direct expenses ...b 452,494
c Net income or (loss) from fundraising events..MediumBullet 53,060   53,060
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 110,208
b Less: cost of goods sold ..b 51,147
c Net income or (loss) from sales of inventory..MediumBullet 59,061     59,061
Miscellaneous Revenue Business Code
11a TICKET HANDLING CHARGES 711190 324,359 324,359    
b OTHER INCOME 711190 61,591 61,591    
c     0      
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 385,950
12 Total revenue. See Instructions......MediumBullet 21,136,846 7,816,971 -472,341 8,860,499
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 14,000 14,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,573,057 873,360 699,697  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 11,415,231 10,207,975 588,433 618,823
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 548,448 527,804   20,644
9 Other employee benefits ....... 688,672 610,834 35,517 42,321
10 Payroll taxes ........... 849,115 706,782 78,750 63,583
11 Fees for services (non-employees):        
a Management ...... 87,125 87,125    
b Legal ......... 215,292   215,292  
c Accounting ........... 99,371   99,371  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 132,837 132,837
f Investment management fees ...... 492,410   492,410  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,502,476 2,502,476 0 0
12 Advertising and promotion .... 1,402,864 827,487 164,974 410,403
13 Office expenses ....... 649,595   521,453 128,142
14 Information technology ...... 215,808   215,808  
15 Royalties .. 143,463 143,463    
16 Occupancy ........... 4,057,139 3,651,425 405,714  
17 Travel ............ 41,722 16,317 23,076 2,329
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 2,616   2,616  
20 Interest ........... 145,737   145,737  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 5,880,723 5,880,723    
23 Insurance .............. 78,654 78,654    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a RESTRUCTURING EXPENSES 1,787,637 1,787,637    
b OTHER PRODUCTION EXPENSES 433,251 433,251    
c SUBORDINATED DEBT SERVICE 62,133 62,133    
d
e All other expenses 849,416 849,416 0 0
25 Total functional expenses. Add lines 1 through 24e 34,368,792 29,260,862 3,688,848 1,419,082
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 9,409,963 1 5,698,428
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ........... 18,021,574 3 8,038,683
4 Accounts receivable, net ............. 632,117 4 3,355,117
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 2,302,936 9 844,276
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 141,981,487
b Less: accumulated depreciation ..... 10b 45,932,287 101,739,095 10c 96,049,200
11 Investments—publicly traded securities .......... 39,006,031 11 9,948,350
12 Investments—other securities. See Part IV, line 11 ..... 4,754,257 12 4,268,725
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 5,423,830 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 181,289,803 16 128,202,779
Liabilities 17 Accounts payable and accrued expenses ......... 804,668 17 508,635
18 Grants payable .................   18  
19 Deferred revenue ................ 3,700,484 19 4,567,584
20 Tax-exempt bond liabilities ............. 85,340,000 20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 2,650,000
24 Unsecured notes and loans payable to unrelated third parties ....   24 22,600,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 19,393,797 25 0
26 Total liabilities. Add lines 17 through 25......... 109,238,949 26 30,326,219
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 51,468,555 27 86,270,646
28 Temporarily restricted net assets ........... 18,057,113 28 9,068,064
29 Permanently restricted net assets ........... 2,525,186 29 2,537,850
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 72,050,854 33 97,876,560
34 Total liabilities and net assets/fund balances ........ 181,289,803 34 128,202,779
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
21,136,846
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
34,368,792
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-13,231,946
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
72,050,854
5
Net unrealized gains (losses) on investments ...............
5
-3,310,120
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
42,367,772
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
97,876,560
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 14,097,332 12,006,190 14,702,020 10,598,243 4,931,717 56,335,502
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 8,728,458 6,599,649 6,259,245 8,353,589 7,431,021 37,371,962
3 Gross receipts from activities that are not an unrelated trade or business under section 513..           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 22,825,790 18,605,839 20,961,265 18,951,832 12,362,738 93,707,464
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 200,824 314,428 245,063 229,032 0 989,347
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 0 0 0 0 0 0
c Add lines 7a and 7b.. 200,824 314,428 245,063 229,032 0 989,347
8 Public support (Subtract line 7c from line 6.)           92,718,117
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 22,825,790 18,605,839 20,961,265 18,951,832 12,362,738 93,707,464
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,898,581 2,651,717 2,979,564 4,286,378 4,149,269 17,965,509
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 3,898,581 2,651,717 2,979,564 4,286,378 4,149,269 17,965,509
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 156,045 31,757 34,667 44,709 61,591 328,769
13 Total support. (Add lines 9, 10c, 11, and 12.).. 26,880,416 21,289,313 23,975,496 23,282,919 16,573,598 112,001,742
14
Section C. Computation of Public Support Percentage
15
15
82.780 %
16
16
85.640 %
Section D. Computation of Investment Income Percentage
17
17
16.040 %
18
18
13.380 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART III, LINE 12, OTHER INCOME, DESCRIPTION - OTHER INCOME, COLUMN A - 156045, COLUMN B - 31757, COLUMN C - 34667, COLUMN D - 44709, COLUMN E - 61591, COLUMN F - 328769;
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
NASHVILLE SYMPHONY ASSOCIATION
  		Employer identification number

62-0550979
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
NASHVILLE SYMPHONY ASSOCIATION
  		Employer identification number

62-0550979
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
NASHVILLE SYMPHONY ASSOCIATION
  		Employer identification number

62-0550979
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 9,187,198 9,541,169 8,470,124 8,898,472 8,898,472
b Contributions ........ 12,664 23,551 1,610 25  
c Net investment earnings, gains, and losses 1,195,452 61,163 1,597,922 128,245 200,546
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		467,095 348,226 456,975 450,743  
f Administrative expenses .... 72,346 90,459 71,512 105,875 200,546
g End of year balance ...... 9,855,873 9,187,198 9,541,169 8,470,124 8,898,472
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet94.290 %
b
Permanent endowment SchDMd Bullet5.710 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   4,824,167 4,824,167
b Buildings ................   127,215,290 41,699,897 85,515,393
c Leasehold improvements ............       0
d Equipment ................   8,747,175 4,232,390 4,514,785
e Other .................   1,194,855   1,194,855
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 96,049,200
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 64,351,265
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -3,310,120
b Donated services and use of facilities ......... 2b 249,298
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 43,251,525
e Add lines 2a through 2d ..................... 2e 40,190,703
3 Subtract line 2e from line 1..................... 3 24,160,562
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 335,970
b Other (Describe in Part XIII.) ........... 4b -3,359,686
c Add lines 4a and 4b....................... 4c -3,023,716
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 21,136,846
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 38,525,559
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 249,298
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 4,243,439
e Add lines 2a through 2d...................... 2e 4,492,737
3 Subtract line 2e from line 1..................... 3 34,032,822
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 335,970
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 335,970
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 34,368,792
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended uses of endowment funds Schedule D, Part V, Line 4 THE INVESTMENT FUNDS ARE USED FOR MISSION RELATED ACTIVITIES. OF THE $9,855,873 OF ENDOWMENT FUNDS, $562,850, OR APPROXIMATELY 5.71% OF THE FUNDS, ARE PERMANENTLY RESTRICTED FUNDS. THE REMAINING FUNDS ARE UNRESTRICTED, BOARD DESIGNATED FUNDS.
Other revenues in audited financial statements not in form 990 Schedule D, Part XI, Line 2d CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 3859429; DEBT RESTRUCTURING - 39392096;
Other revenues in form 990 not in audited financial statements Schedule D, Part XI, Line 4b RENTAL EXPENSES - -3024773; FUNDRAISING EXPENSES - -283766; COST OF GOODS SOLD - -51147;
Other expenses in audited financial statements not in form 990 Schedule D, Part XII, Line 2d UNCOLLECTIBLE PLEDGES - 883753; RENTAL EXPENSE - 3024773; COST OF GOODS SOLD - 51147; FUNDRAISING EXPENSES - 283766;
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN     INVESTMENTS INVESTMENTS- ESTABLISHED SEPTEMBER 30, 2008 3,568,409
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     3,568,409
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
INVESTMENT FUNDS SCHEDULE F, PART I, LINE 3 THE ORGANIZATION FIRST STARTED INVESTING IN ALTERNATIVE INVESTMENTS ON SEPTEMBER 30, 2008.
Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL
Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID: 12000266
Software Version: v2012.1.0



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
COMMUNITY COUNSELING SERVICES CO LLC
155 N WACKER DRIVE SUITE 1790
 
CHICAGO, IL60606 		FUNDRAISING   No 95,000 62,250 32,750
 
TAYLAR DEVELOPMENT LLC
219 N MILWAUKEE STREET
 
MILWAUKEE, WI53202 		TELEFUNDING   No 192,232 61,363 130,869
             
             
             
             
             
             
             
             
Total .................right arrow 287,232 123,613 163,619
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
TN
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

SYMPHONY BALL
(event type) 		(b) Event #2

FASHION SHOW
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 713,857 303,596   1,017,453
2 Less: Contributions . . 409,470 102,429   511,899
3 Gross income (line 1
minus line 2) . . . 		304,387 201,167 0 505,554
VerticalDirectExpenses 4 Cash prizes . . .       0
5 Noncash prizes . .       0
6 Rent/facility costs . . 33,721 50,364   84,085
7 Food and beverages . 59,162 60,198   119,360
8 Entertainment . . . 15,200 7,500   22,700
9 Other direct expenses . 143,411 82,938   226,349
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 452,494
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow 53,060
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
PROFESSIONAL FUNDRAISING ACTIVITIES SCHEDULE G, PART I, LINE 2B THE ORGANIZATION CONTRACTED COMMUNITY COUNSELING SERVICE (CCS) TO PROVIDE PROFESSIONAL FUNDRAISING SERVICES IN PLANNING, ORGANIZING, AND INITIALIZING A MAJOR FUNDRAISING CAMPAIGN. THE SERVICE AGREEMENT PROVIDED FOR TWO ASSIGNED PERSONNEL, ONE OF WHOM WAS ONSITE TO PROVIDE RESIDENT FUNDRAISING SERVICES. THE AGREEMENT ALSO COVERED THE NASHVILLE SYMPHONY'S RESPONSIBILITY TO MAKE AN OPERATIONAL BUDGET AVAILABLE TO COVER OPERATIONAL EXPENSES, IN ADDITION TO PROFESSIONAL FEES, INCURRED BY BOTH THE NASHVILLE SYMPHONY AND CCS FOR PURPOSES OF THE CAMPAIGN. SUCH OPERATIONAL EXPENSES INCLUDE COLLATERAL MATERIALS, POSTAGE, SHIPPING/DELIVERY, PRINTING/COPYING, RELATED TRAVEL, TELEPHONE/CALL PHONE, AND PRODUCTION OF RESEARCH REPORTS. PERSONAL LIVING AND PERSONAL TRAVEL EXPENSES OF CCS PERSONNEL ARE EXCLUDED. THE AGREEMENT ALSO PROVIDED THAT ALL EXPENSES OF $200 OR GREATER MUST BE APPROVED BY THE NASHVILLE SYMPHONY BEFORE THEY ARE INCURRED. FEES FOR SERVICES WERE $132,837.
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number
62-0550979
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) THOR JOHNSON SCHOLARSHIP 19 9,000      
(2) CURB CONCERTO COMPETITION 3 5,000      










Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE SCHOLARSHIPS ARE AWARDED TO STUDENTS IN TWO CATEGORIES. THE SCHOLARSHIPS ARE ACTUALLY DISTRIBUTED TO THE PROVIDER OF THE MUSIC LESSONS OF THE AWARD WINNER, TO BE USED IN FUTURE MUSIC LESSONS.
Schedule I (Form 990) 2012


Additional Data


Software ID: 12000266
Software Version: v2012.1.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ALAN D VALENTINEPRESIDENT & CEO (i)
(ii)		 375,138
0 		250
0 		6,600
0 		15,000
0 		6,529
0 		403,517
0 		0
0
(2)MICHAEL KIRBYVP & CFO (i)
(ii)		 137,841
0 		250
0 		259
0 		9,075
0 		14,734
0 		162,159
0 		0
0
(3)MARK A BLAKEMANGM & VP OF ORCHESTRA (i)
(ii)		 163,992
0 		250
0 		5,400
0 		10,888
0 		14,052
0 		194,582
0 		0
0
(4)GIANCARLO GUERERROMUSIC DIRECTOR (i)
(ii)		 468,708
0 		250
0 		432
0 		15,000
0 		14,874
0 		499,264
0 		0
0
(5)JUN IWASAKICONCERTMASTER (i)
(ii)		 174,431
0 		0
0 		0
0 		0
0 		5,083
0 		179,514
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
COMPENSATION OF TOP MANAGEMENT OFFICIAL SCHEDULE J, PART I, LINE 3 THE BOARD OF DIRECTORS DELEGATES RESPONSIBILITY TO THE EXECUTIVE COMMITTEE, WHICH ACTS AS THE COMPENSATION COMMITTEE, FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL.
Schedule J (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PINNACLE GROUP INSURANCE
  		JOHNNA WATSON, DIRECTOR, IS PRESIDENT/CEO OF PINNACLE GROUP INSURANCE 961,038 INSURANCE   No
(2) KRAFT CPA PLLC
  		KEVIN CRUMBO, TREASURER, & MYLES MACDONALD, INTERIM COO, ARE MEMBERS OF KRAFT CPAS PLLC AFFILIATE. 215,988 CONSULTING SERVICES RELATED TO RESTRUCTURING   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Identifier Return Reference Explanation
ORGANIZATION'S MISSION - CONTINUED FORM 990, PART III, LINE 1 ARTISTIC VISION STATEMENT: ACHIEVE RECOGNIZED ARTISTIC EXCELLENCE IN THE PERFORMANCE AND PRESENTATION OF THE HIGHEST QUALITY MUSIC, WITH A FOCUS ON THE CREATION, PROMOTION AND PRESERVATION OF A DISTINCTLY AMERICAN REPERTOIRE. EDUCATION VISION STATEMENT: ENGAGE AND ENRICH PEOPLE OF ALL AGES BY EXPLORING, EXPERIENCING AND CREATING MUSIC.
Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a ARTICLE IV, SECTION 4.1 DELEGATION OF POWER TO EXECUTIVE COMMITTEE. (A) THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND AFFAIRS OF THE ASSOCIATION EXCEPT AS OTHERWISE LIMITED BY THESE BYLAWS, THE CHARTER OR THE ACT. THE EXECUTIVE COMMITTEE MAY ADVISE THE BOARD ON ALL MATTERS AND SHALL REPORT TO THE BOARD ON ALL DECISIONS MADE OR ACTIONS TAKEN BY IT WHICH THE EXECUTIVE COMMITTEE OR THE CHAIRMAN REASONABLY DETERMINE TO BE MAJOR DECISIONS OR ACTIONS. THE EXECUTIVE COMMITTEE SHALL BE ASSISTED BY SUCH ADMINISTRATIVE STAFF AS THE CHAIRMAN OR THE PRESIDENT AND CEO MAY DETERMINE. EXCEPT AS OTHERWISE PROVIDED IN THIS ARTICLE, THE PROVISIONS OF ARTICLE 5 SHALL APPLY TO THE EXECUTIVE COMMITTEE. (B) THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND AUTHORITY (I) TO APPOINT, NEGOTIATE AND APPROVE THE TERMS OF EMPLOYMENT OF, AND EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO AND THE MUSIC DIRECTOR AND CONDUCTOR; (II) APPROVE AGREEMENTS WITH THE MUSICIANS' UNION (WITH ANY MEMBER WHO IS AN ORCHESTRA MEMBER BEING EXCLUDED, EXCEPT BY INVITATION OF THE CHAIRMAN); (III) MONITOR COMPLIANCE WITH THE BUDGET; (IV) ESTABLISH AND IMPLEMENT OPERATING POLICIES AND PROCEDURES; (V) SUPERVISE THE OPERATIONS AND FUNCTIONS OF THE OTHER COMMITTEES AND RECEIVE REPORTS FROM THESE COMMITTEES ON REQUEST OR AS REQUIRED BY THESE BYLAWS; AND (VI) APPROVE A SALE, LEASE OR PLEDGE OF LESS THAN ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO AMEND ANY RESOLUTION OF THE BOARD OR THE BUDGET. DURING DISCUSSIONS OF SALARY OR SENSITIVE PERSONNEL MATTERS, THE EXECUTIVE COMMITTEE MAY EXCLUDE ASSOCIATION EMPLOYEES.
Family/business relationships amongst interested persons Form 990, Part VI, Section A, Line 2 LEE ANN INGRAM AND MARTHA INGRAM - FAMILY RELATIONSHIP
Significant changes to organizational documents Form 990, Part VI, Section A, Line 4 ARTICLE 4, SECTION 4.2, NUMBER, ELECTION AND TERM OF THE EXECUTIVE COMMITTEE HAS BEEN AMENDED TO REVISE THE MAKEUP OF THE EXECUTIVE COMMITTEE. IN ADDITION, THE PRESENCE OF A MAJORITY, RATHER THAN 2/3RDS, OF THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE CONSTITUTES A QUORUM.
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE MEMBERS OF THE EXECUTIVE COMMITTE AND FINANCE COMMITTEE REVIEWED A DRAFT OF THE FORM 990 (INCLUDING SUPPLEMENTAL SCHEDULES). THE FORM 990 (INCLUDING SUPPLEMENTAL SCHEDULES) AS ULTIMATELY FILED WITH THE IRS WAS PROVIDED TO THE GOVERNING BODY PRIOR TO ITS FILING.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE NASHVILLE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, OFFICERS, DIRECTORS, TRUSTEES, OR ANY OTHERS IN A FIDUCIARY RELATIONSHIP WITH THE NASHVILLE SYMPHONY AND IS ADMINISTERED BY THE EXECUTIVE COMMITTEE. AT LEAST ONCE PER YEAR, THE EXECUTIVE COMMITTEE WILL ADVISE THE BOARD OF ANY SIGNIFICANT EVENTS WHICH RELATE TO THE POLICY. CONFLICTS WHICH ARE NOT DISCLOSED TO A COMMITTEE OR TO THE BOARD OF DIRECTORS IN APPROVING SYMPHONY ACTION ARE TO BE REPORTED TO THE PRESIDENT AND CEO OF THE SYMPHONY OR TO A MEMBER OF THE EXECUTIVE COMMITTEE SO THAT AN INDEPENDENT DETERMINATION CAN BE MADE OF THE SITUATION. ANY SYMPHONY FIDUCIARY OR SYMPHONY EMPLOYEE WHO FEELS THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST OR BE AWARE OF A CONFLICT SITUATION, ACTUAL, POTENTIAL OR PERCEIVED, MAY REPORT PERTINENT DETAILS TO THE PRESIDENT AND CEO OF THE SYMPHONY OR A MEMBER OF THE EXECUTIVE COMMITTEE. THE PRESIDENT AND CEO WILL BE RESPONSIBLE FOR REFERRING THE MATTER TO THE EXECUTIVE COMMITTEE OF THE SYMPHONY. THE EXECUTIVE COMMITTEE WILL REVIEW THE INFORMATION, AND INVESTIGATE IT FURTHER IF NECESSARY. IF SUCH A CONFLICT IS DETERMINED TO EXIST, THE INDIVIDUAL WITH THE CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION IN QUESTION.
Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a TYPICALLY, THE ORGANIZATION UTILIZES SURVEYS AND RESEARCH OF LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS OF SIMILAR SIZE AND MAKEUP TO ACCUMULATE FAIR AND REASONABLE COMPENSATION DATA FOR OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS FOR THE COMPENSATION COMMITTEE TO REVIEW. DURING THE 12 MONTHS ENDED JULY 31, 2013, NO SUCH DATA WAS PRESENTED TO THE COMPENSATION COMMITTEE BECAUSE OFFICERS AND KEY EMPLOYEES HAD ACCEPTED SALARY REDUCTIONS IN THE 11% TO 15% RANGE. THE COMPENSATION COMMITTEE REAFFIRMED THESE SALARY REDUCTIONS FOR THE UPCOMING YEAR WHICH WILL END JULY 31, 2014.
Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b ALL OFFICERS AND KEY EMPLOYEES INCLUDED IN THE COMPENSATION REVIEW WERE AS FOLLOWS: MUSIC CONDUCTOR, PRESIDENT & CEO, CFO, GENERAL MANAGER AND VICE PRESIDENT OF REVENUE.
Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
COMPENSATION OF MYLE MACDONALD FORM 990, PART VII, SECTION A MYLES MACDONALD WAS THE INTERIM COO BEGINNING IN APRIL, 2013. BECAUSE THE ORGANIZATION FILES ON THE FISCAL YEAR AND COMPENSATION IS REQUIRED TO BE REPORTED FOR THE CALENDAR YEAR ENDING 12/31/2012, NO AMOUNT IS BEING REPORTED IN PART VII FOR MR. MACDONALD.
Other changes in net assets or fund balances Form 990 , Part XI, Line 9 CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENT - 3859429; UNCOLLECTIBLE PLEDGES RECEIVABLE - -883753; DEBT RESTRUCTURING - 39392096;
OTHER CHANGES IN NET ASSETS OR FUND BALANCES PART XI, LINE 9 THE OUTSTANDING MUICIPAL BONDS WERE RETIRED AS A RESULT OF THE NASHVILLE SYMPHONY RESTRUCTURED ITS LONG TERM DEBT. THE BANKS WHO HELD THE DEBT AGREED TO ACCEPT A $35 MILLION CASH PAYMENT AND A $20 MILLION MORTGAGE NOTE PAYABLE TO DISSOLVE ALL OUTSTANDING BOND DEBT AND THE RELATED INTEREST RATE SWAP LIABILITY. THE $20 MILLION NOTE PAYABLE WAS SUBSEQUENTLY SOLD TO A PRIVATE ENTITY AFFILIATED WITH A BOARD MEMBER. THE SYMPHONY RECORDED A $39 MILLION NON-CASH GAIN ON THE TRANSACTION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NASHVILLE SYMPHONY ASSOCIATION
 
Employer identification number

62-0550979
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) NASHVILLE SYMPHONY ENDOWMENT TRUST

231 S LASALLE ST IL1-231-10-05

CHICAGO,IL60697
 SUPPORT NASHVILLE SYMPHONY TN 501(C)(3) 11 - Type I NASHVILLE SYMPHONY ASSOCIATION
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) IRREVOCABLE GRANTOR TRUSTS (2)

 
 
INVESTMENTS TN NASHVILLE SYMPHONY ASSOCIATION
  		TRUST          












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID: 12000266
Software Version: v2012.1.0