SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202511349349310956
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T15:49:32-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650129793	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WILTSHIRE WHITLEY RICHARDSON ENGLISH PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5249 SUMMERLIN COMMONS BLVD STE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33907	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	591350404	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST FLORIDA SYMPHONY ORCHESTRA	BusinessNameLine1Txt
Business Name Line2	AND CHORUS ASSOCIATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2394180996	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7500 COLLEGE PARKWAY SUITE 200	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33907	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMY GINSBURG	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2394180996	PhoneNum
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH L D'AMBROSIO CPA	PreparerPersonNm
PTIN	P01312424	PTIN
Phone	2393349191	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	AMY GINSBURG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7500 COLLEGE PARKWAY SUITE 200	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33919	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,426,165	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SWFLSO.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1961	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	190	TotalEmployeeCnt
Total Volunteers	75	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,414,964	PYContributionsGrantsAmt
CY Contributions Grants	$1,101,834	CYContributionsGrantsAmt
PY Program Service Revenue	$417,302	PYProgramServiceRevenueAmt
CY Program Service Revenue	$279,450	CYProgramServiceRevenueAmt
PY Investment Income	$196	PYInvestmentIncomeAmt
CY Investment Income	$346	CYInvestmentIncomeAmt
PY Other Revenue	$16,544	PYOtherRevenueAmt
CY Other Revenue	$2,815	CYOtherRevenueAmt
PY Total Revenue	$1,849,006	PYTotalRevenueAmt
CY Total Revenue	$1,384,445	CYTotalRevenueAmt
PY Grants And Similar Paid	$325,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$876,590	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,007,887	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$659,283	PYOtherExpensesAmt
CY Other Expenses	$594,733	CYOtherExpensesAmt
PY Total Expenses	$1,860,873	PYTotalExpensesAmt
CY Total Expenses	$1,602,620	CYTotalExpensesAmt
PY Revenues Less Expenses	-$11,867	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$218,175	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,201,049	TotalAssetsBOYAmt
Total Assets EOY	$2,976,221	TotalAssetsEOYAmt
Total Liabilities BOY	$208,510	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$366,963	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,992,539	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,609,258	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,233,930	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$279,450	RevenueAmt
Desc	THE MISSION OF THE SOUTHWEST FLORIDA SYMPHONY IS TO PRESENT OUTSTANDING MUSIC FOR THE ENTERTAINMENT, ENRICHMENT AND EDUCATION OF THE BROADEST POSSIBLE PUBLIC. WE ACCOMPLISH THIS MISSION BY PROVIDING THE HIGHEST CALIBER OF PROFESSIONAL SYMPHONIC PERFORMANCES, MADE ACCESSIBLE TO THE ENTIRE COMMUNITY AND BEYOND. THE SYMPHONY EMPLOYS AN INTERNATIONALLY ACCLAIMED MUSIC DIRECTOR/CONDUCTOR, 70 WORLD-CLASS MUSICIANS AND BRINGS EXEMPLARY GUEST ARTISTS TO LEE COUNTY, FLORIDA. A PROFESSIONAL SYMPHONY ORCHESTRA IS THE CORNERSTONE OF ARTS AND CULTURE IN ANY COMMUNITY. THROUGH ITS EVER-EXPANDING FOOTPRINT AND RICH HISTORY IN SOUTHWEST FLORIDA, THE SOUTHWEST FLORIDA SYMPHONY SIGNIFICANTLY ENHANCES THE QUALITY OF THE COMMUNITY. THE SOUTHWEST FLORIDA SYMPHONY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF ALL AGES, UP TO AND INCLUDING COLLEGE STUDENTS AND ADULTS, THROUGH ITS BROAD EDUCATIONAL PROGRAMS. MAJORS FOR MINORS IS A PROGRAM THAT MARRIES DONOR ENGAGEMENT WITH "REVERSE FIELD TRIPS," BRINGING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY, FLORIDA. THIS PROGRAM IS PRIMARILY FUNDED THROUGH INDIVIDUAL DONORS WHO ARE INVITED TO ATTEND THESE SCHOOLS IN ORDER TO SEE THEIR INVESTMENT IN THE SYMPHONY WORK. IN ADDITION TO ESTABLISHING AND DEEPENING THOSE RELATIONSHIPS, MAJORS AND MINORS FILLS THE ARTS EDUCATION VOID LEFT BY REDUCED OR ELIMINATED GOVERNMENTAL FUNDING FOR THOSE PROGRAMS AND ENHANCES STANDARD CURRICULUM.THE SYMPHONY'S YOUTH ORCHESTRA PROGRAMS PROVIDE PUBLIC PERFORMANCE OPPORTUNITIES, TEAM BUILDING SKILLS AND INSTRUMENTAL INSTRUCTION DELIVERED BY THE ORCHESTRA'S PROFESSIONAL MUSICIANS TO 100 STUDENTS RANGING FROM 6TH TO 12TH GRADE EACH SCHOOL YEAR. OTHER LIFELONG LEARNING OPPORTUNITIES INCLUDE THE SYMPHONY'S ANNUAL YOUNG PEOPLE'S CONCERT, WHICH IS A FIELD TRIP THAT BRINGS LEE COUNTY 5TH GRADERS TO BARBARA B. MANN PERFORMING ARTS HALL EACH SPRING FOR A FULL SYMPHONIC PERFORMANCE EXPERIENCE. OTHER EDUCATION INITIATIVES INCLUDE CONDUCTOR AND GUEST ARTIST LED PRE-CONCERT LECTURES, FREE TICKETS FOR DISADVANTAGED COMMUNITY MEMBERS, $5 STUDENT RUSH TICKETS, THE DISCOVERY CLUB PROGRAM, WHICH PROVIDES MEMBER STUDENTS AND TWO GUESTS WITH $5 CONCERT TICKETS AND MASTER CLASSES OFFERED BY VISITING GUEST ARTISTS AT LOCAL HIGH SCHOOLS, COLLEGES AND UNIVERSITIES.THE SYMPHONY BRINGS PERFORMANCES, EDUCTION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY, FLORIDA, WITHIN ITS POWER TO ENSURE THAT PROFESSIONAL SYMPHONIC MUSIC IS AVAILABLE TO EVERYONE WHO DESIRES ACCESS, REGARDLESS OF ABILITY TO PAY ADMISSION OR TRAVEL TO PERFORMANCES, BRINGING THE HISTORY OF MUSIC TO LIFE FOR EVERYONE WITHIN ITS REACH.	Desc
Total Program Service Expenses	$1,233,930	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	190	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2394180996	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7500 COLLEGE PARKWAY SUITE 200	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33907	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JOVANA BATOVIC
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ALEXANDRA BREMNER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOE BROUGHTON
VICE PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
JEFF CULL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROBERT E DIEFENBACH
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ELLIE FOX
TRUSTEE	1.00	Yes (X)	$0	$0	$0
LIZ MARNUL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JACK MARTIN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
GARY NIETHAMER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
REINA SCHLAGER
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
BOB SHORT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
J THOMAS UHLER
PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
RACHEL KADUK
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
COREY VERTICH
TRUSTEE	1.00	Yes (X)	$0	$0	$0
AMY GINSBURG
EXECUTIVE DIRECTOR	40.00		$94,417	$0	$0	Yes (X)
RADU PAPONIU
MUSIC DIRECTOR	40.00		$96,425	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$190,842	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$3,200	MembershipDuesAmt
Related Organizations	$511,204	RelatedOrganizationsAmt
Government Grants	$79,631	GovernmentGrantsAmt
All Other Contributions	$507,799	AllOtherContributionsAmt
Total Contributions	$1,101,834	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONCERT TICKET SALES	Desc
Business	711130	BusinessCd
Total Revenue Column	$279,450	TotalRevenueColumnAmt
Related Or Exempt Func Income	$279,450	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$279,450	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$346	TotalRevenueColumnAmt
Exclusion	$346	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$44,535	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$41,720	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,815	TotalRevenueColumnAmt
Exclusion	$2,815	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,384,445	TotalRevenueColumnAmt
Related Or Exempt Func Income	$279,450	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,161	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$192,796	TotalAmt
Program Services	$148,796	ProgramServicesAmt
Management And General	$44,000	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$695,001	TotalAmt
Program Services	$529,544	ProgramServicesAmt
Management And General	$165,457	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$51,756	TotalAmt
Program Services	$39,545	ProgramServicesAmt
Management And General	$12,211	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$68,334	TotalAmt
Program Services	$52,212	ProgramServicesAmt
Management And General	$16,122	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$63,948	TotalAmt
Management And General	$63,948	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$32,500	TotalAmt
Program Services	$24,000	ProgramServicesAmt
Management And General	$8,500	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$91,177	TotalAmt
Program Services	$91,177	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$118,337	TotalAmt
Program Services	$118,337	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,147	TotalAmt
Program Services	$24,835	ProgramServicesAmt
Management And General	$14,312	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,931	TotalAmt
Program Services	$3,570	ProgramServicesAmt
Management And General	$7,361	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$95,441	TotalAmt
Program Services	$62,500	ProgramServicesAmt
Management And General	$32,941	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,142	TotalAmt
Program Services	$10,821	ProgramServicesAmt
Management And General	$1,321	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,153	TotalAmt
Program Services	$2,780	ProgramServicesAmt
Management And General	$373	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,993	TotalAmt
Program Services	$1,567	ProgramServicesAmt
Management And General	$1,426	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,423	TotalAmt
Program Services	$14,031	ProgramServicesAmt
Management And General	$392	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PRODUCTION COSTS	$97,038	$97,038
DUES, LICENSES AND SUBS	$13,339	$13,013	$326
EDUCATION EXPENSES	$164	$164

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,602,620	TotalAmt
Program Services	$1,233,930	ProgramServicesAmt
Management And General	$368,690	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$154,877	BOYAmt
EOY	$120,401	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$15,463	BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,000	BOYAmt
EOY	$6,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,881	BOYAmt
EOY	$3,881	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$106,432	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$80,522	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,879	BOYAmt
EOY	$25,910	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,984,636	BOYAmt
EOY	$2,819,529	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$27,313	BOYAmt
EOY	$500	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,201,049	BOYAmt
EOY	$2,976,221	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,510	BOYAmt
EOY	$10,352	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$64,710	BOYAmt
EOY	$253,624	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$116,290	BOYAmt
EOY	$102,987	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$208,510	BOYAmt
EOY	$366,963	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,978,103	BOYAmt
EOY	$2,609,258	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,436	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,992,539	BOYAmt
EOY	$2,609,258	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,201,049	BOYAmt
EOY	$2,976,221	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$218,175	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$165,106	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,030,439	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$556,091	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$544,965	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,414,964	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,101,834	CurrentTaxYearAmt
Total	$4,648,293	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$471,641	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,725	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$410,288	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$417,302	CurrentTaxYearMinus1YearAmt
Current Tax Year	$279,450	CurrentTaxYearAmt
Total	$1,604,406	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$16,544	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,815	CurrentTaxYearAmt
Total	$19,359	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,502,080	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$581,816	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$955,253	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,848,810	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,384,099	CurrentTaxYearAmt
Total	$6,272,058	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,202	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$137,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$398,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$511,204	CurrentTaxYearAmt
Total	$1,239,806	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,202	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$137,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$398,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$511,204	CurrentTaxYearAmt
Total	$1,239,806	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$5,032,252	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$1,235	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$196	CurrentTaxYearMinus1YearAmt
Current Tax Year	$346	CurrentTaxYearAmt
Total	$1,831	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$1,235	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$196	CurrentTaxYearMinus1YearAmt
Current Tax Year	$346	CurrentTaxYearAmt
Total	$1,831	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,502,080	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$583,051	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$955,307	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,849,006	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,384,445	CurrentTaxYearAmt
Total	$6,273,889	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.80210	PublicSupportCY509Pct
Public Support PY509	0.84840	PublicSupportPY509Pct
Investment Income CY	0.00030	InvestmentIncomeCYPct
Investment Income PY	0.00210	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,156,474	BeginningYearBalanceAmt
Contributions	$7,942	ContributionsAmt
Investment Earnings Or Losses	$360,067	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$466,204	GrantsOrScholarshipsAmt
Administrative Expenses	$58,450	AdministrativeExpensesAmt
End Year Balance	$2,999,829	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,898,185	BeginningYearBalanceAmt
Contributions	$353,910	ContributionsAmt
Investment Earnings Or Losses	$323,681	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$415,000	GrantsOrScholarshipsAmt
Administrative Expenses	$4,302	AdministrativeExpensesAmt
End Year Balance	$3,156,474	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,472,918	BeginningYearBalanceAmt
Contributions	$31,600	ContributionsAmt
Investment Earnings Or Losses	-$381,494	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$219,650	GrantsOrScholarshipsAmt
Administrative Expenses	$5,189	AdministrativeExpensesAmt
End Year Balance	$2,898,185	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$298,842	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$182,996	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$115,102	GrantsOrScholarshipsAmt
Administrative Expenses	$744	AdministrativeExpensesAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$298,842	BeginningYearBalanceAmt
End Year Balance	$298,842	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.94000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.06000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$106,432	OtherCostOrOtherBasisAmt
Depreciation	$80,522	DepreciationAmt
Book Value	$25,910	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$25,910	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION - FIDELITY	Desc
Book Value	$2,819,529	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,819,529	TotalBookValueSecuritiesAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 4:	FormAndLineReferenceDesc
Explanation	TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATIONAL PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	EVENING IN PARIS GALA	Event1Nm
Gross Receipts Event1	$34,592	GrossReceiptsEvent1Amt
Gross Revenue Event1	$34,592	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$32,406	OtherDirectExpensesEvent1Amt
Other Events Total	7	OtherEventsTotalCnt
Gross Receipts Other Events	$9,943	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$9,943	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$9,314	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$44,535	GrossReceiptsTotalAmt
Gross Revenue Total Events	$44,535	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$41,720	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$41,720	DirectExpenseSummaryEventsAmt
Net Income Summary	$2,815	NetIncomeSummaryAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FLORIDA WEEKLY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	BOARD MEMBER	RelationshipDescriptionTxt
Transaction	$7,145	TransactionAmt
Transaction	ADVERTISING	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	JOE BROUGHTON, VICE PRESIDENT, IS MARRIED TO NORA LASTRE-BROUGHTON, GENERAL MANAGER.
FORM 990, PART VI, SECTION A, LINE 7A	ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE FORM 990 ARE THEN SENT TO EACH TRUSTEE.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, TRUSTEES AND KEY EMPLOYEES MUST SIGN A DOCUMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE PRESIDENT OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES.
FORM 990, PART VI, SECTION C, LINE 19	FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE AND THROUGH GUIDESTAR.
FORM 990, PART XI, LINE 9:	CHANGE IN INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION -165,106.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7500 COLLEGE PARKWAY SUITE 200	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33907	ZIPCd

Field	Value	IRS element (for citing)
EIN	800030849	EIN
Primary Activities	ENDOWMENT MANAGEMENT	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 12C, III-FI	PublicCharityStatusTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC
C	$456,204	CASH
SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC
Q	$55,000	CASH