BETA

SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND (EIN 91-1117140)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202211339349308256
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T15:17:24-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 W RIVERSIDE AVE STE 101AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP992011005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911117140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPOKANE SYMPHONY AND FOX THEATERBusinessNameLine1Txt
Business Name Line2ENDOWMENT FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSPOKBusinessNameControlTxt
Phone5093263136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 W RIVERSIDE MEZZANINEAddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATT EWERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5093263136PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTPersonFirstNm
Person LastEWERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN VAN PLEW CPAPreparerPersonNm
PTINP00064814PTIN
Phone5097476154PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATT EWERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 W RIVERSIDE MEZZANINEAddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,824,295GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTHE SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND RAISES, MANAGES, AND DISTRIBUTES FUNDS WHICH SUPPORT THE WORK OF THE SPOKANE SYMPHONY ORCHESTRA AND HISTORIC FOX THEATER. THIS WORK INCLUDES PRESENTING HIGH-QUALITY PERFORMANCES OF CLASSICAL, POPULAR AND NEW MUSIC FOR THE PEOPLE OF THE INLAND NORTHWEST.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,385,158PYContributionsGrantsAmt
CY Contributions Grants$396,033CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$920,486PYInvestmentIncomeAmt
CY Investment Income$498,684CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,305,644PYTotalRevenueAmt
CY Total Revenue$894,717CYTotalRevenueAmt
PY Grants And Similar Paid$623,804PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$329,099CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$164,549PYOtherExpensesAmt
CY Other Expenses$128,800CYOtherExpensesAmt
PY Total Expenses$788,353PYTotalExpensesAmt
CY Total Expenses$457,899CYTotalExpensesAmt
PY Revenues Less Expenses$2,517,291PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$436,818CYRevenuesLessExpensesAmt
Total Assets BOY$11,212,358TotalAssetsBOYAmt
Total Assets EOY$13,855,347TotalAssetsEOYAmt
Total Liabilities BOY$3,714TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,105TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,208,644NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,835,242NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION'S MISSION IS TO FINANCIALLY SUPPORT THE WORK OF THE SPOKANE SYMPHONY AND THE MARTIN WOLDSON THEATER AT THE FOX FOR THE BENEFIT OF THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$412,080ExpenseAmt
Grant$329,099GrantAmt
DescTHE EXPENSES OF THE SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND ARE ALL RELATED TO SUPPORTING THE SPOKANE SYMPHONY AND ITS HOME, THE MARTIN WOLDSON THEATER AT THE FOX. THESE FUNDS ARE USED TO PAY FOR ARTISTIC AND ADMINISTRATIVE EXPENSES, WHICH ARE ESSENTIAL TO PRODUCING HIGH-ARTISTIC CONCERTS AND EDUCATIONAL PROGRAMS AND TO MAINTAINING THE FOX THEATER, WHICH IS ON THE REGISTER OF NATIONAL REGISTER OF HISTORIC BUILDINGS.Desc
Total Program Service Expenses$412,080TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEILING ZHUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5094647055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 W RIVERSIDE MEZANINEAddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATT EWERS
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
CATHERINE C MOYE
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
KATHY BIXLER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
RICHARD BOUTZ
TREASURER2.00Yes (X)Yes (X)$0$0$0
DAVID BROOM
DIRECTOR1.00Yes (X)$0$0$0
ANN FENNESSY
DIRECTOR1.00Yes (X)$0$0$0
RICHARD TRUDELL
DIRECTOR1.00Yes (X)$0$0$0
DOUG BELANGER
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$396,033AllOtherContributionsAmt
Total Contributions$396,033TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,307TotalRevenueColumnAmt
Exclusion$179,307ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,248,955SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,929,578SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$319,377SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$319,377TotalRevenueColumnAmt
Exclusion$319,377ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$894,717TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$498,684ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$329,099TotalAmt
Program Services$329,099ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,929TotalAmt
Management And General$2,929ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$82,981TotalAmt
Program Services$82,981ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,371TotalAmt
Management And General$19,371ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,519TotalAmt
Management And General$23,519ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$457,899TotalAmt
Program Services$412,080ProgramServicesAmt
Management And General$45,819ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,138,973BOYAmt
EOY$846,370EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$425,000BOYAmt
EOY$428,709EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,648,385BOYAmt
EOY$12,580,268EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,212,358BOYAmt
EOY$13,855,347EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,714BOYAmt
EOY$20,105EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,714BOYAmt
EOY$20,105EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,368,326BOYAmt
EOY$1,693,218EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,840,318BOYAmt
EOY$12,142,024EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,208,644BOYAmt
EOY$13,835,242EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,212,358BOYAmt
EOY$13,855,347EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$436,818ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,189,779NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$496,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,933CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,385,158CurrentTaxYearMinus1YearAmt
Current Tax Year$359,775CurrentTaxYearAmt
Total$3,387,205TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$496,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,933CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,385,158CurrentTaxYearMinus1YearAmt
Current Tax Year$359,775CurrentTaxYearAmt
Total$3,387,205TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,101,678SubstantialContributorsTotAmt
Public Support Total170$1,285,527PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$258,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$295,262CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,201CurrentTaxYearMinus1YearAmt
Current Tax Year$179,307CurrentTaxYearAmt
Total$1,125,472TotalAmt
FieldValueIRS element (for citing)
Total Support$4,512,677TotalSupportAmt
Public Support CY1700.28490PublicSupportCY170Pct
Public Support PY1700.29060PublicSupportPY170Pct
Private Foundation170Yes (X)PrivateFoundation170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TESTFormAndLineReferenceDesc
ExplanationCURRENT YEAR FACTS AND CIRCUMSTANCES TO BE CONSIDERED A PUBLICLY SUPPORTED ORGANIZATION UNDER 509(A)(1) FOR THE YEAR ENDED JUNE 30, 2021. SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND FAILS TO MEET THE PUBLIC SUPPORT TEST FOR THE YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2021 . HOWEVER, BASED ON THE FOLLOWING FACTS AND CIRCUMSTANCES, THE ORGANIZATION SHOULD CONTINUE TO BE RECOGNIZED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER INTERNAL REVENUE CODE 509(A)(1). TEN PERCENT OF SUPPORT: THE TOTAL AMOUNT OF PUBLIC SUPPORT FOR THE ORGANIZATION DURING THE ABOVE MENTIONED PERIOD IS 28.49%. THEREFORE, THE PUBLIC SUPPORT IS GREATER THAN THE REQUIRED 10%. ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION DOES NOT RECEIVE MORE THAN 33 1/3% OF ITS SUPPORT FROM GOVERNMENT UNITS OR THE GENERAL PUBLIC. HOWEVER, THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THIS ACTIVITY INCLUDES, BUT IS NOT LIMITED TO, PERIODIC PUBLIC CAMPAIGNS FOR SUPPORT. SOURCES OF SUPPORT: SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND DOES NOT RECEIVE SUPPORT FROM A SINGLE FAMILY; RATHER IT RECEIVES SUPPORT FROM MEMBERS OF THE GENERAL PUBLIC. THE ORGANIZATION RECEIVED A PORTION OF ITS SUPPORT FROM INDIVIDUALS IN THE COMMUNITY. REPRESENTATIVE GOVERNING BODY: SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND IS SERVED BY A GOVERNING BODY THAT REPRESENTS THE INTEREST OF THE PUBLIC; IT DOES NOT REPRESENT THE INTEREST OF THE DONORS OF SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND. THESE REPRESENTATIVES ENSURE THAT THE ORGANIZATION MEETS THE NEEDS OF THE MUSIC AND ENTERTAINMENT COMMUNITY AND THE BROAD INTERESTS OF THE PUBLIC BY PROVIDING FUNDING FOR A PUBLIC CHARITY THAT PROVIDES BENEFITS TO THE GENERAL PUBLIC. BASED ON THE FACTS AND CIRCUMSTANCES, SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND SHOULD CONTINUE TO BE CONSIDERED AS PUBLICLY SUPPORTED UNDER INTERNAL REVENUE CODE 509(A)(1).ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,208,643BeginningYearBalanceAmt
Contributions$359,775ContributionsAmt
Investment Earnings Or Losses$2,641,739InvestmentEarningsOrLossesAmt
Other Expenditures$329,098OtherExpendituresAmt
Administrative Expenses$45,819AdministrativeExpensesAmt
End Year Balance$13,835,240EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,581,812BeginningYearBalanceAmt
Contributions$2,342,637ContributionsAmt
Investment Earnings Or Losses$2,893InvestmentEarningsOrLossesAmt
Other Expenditures$623,804OtherExpendituresAmt
Administrative Expenses$94,895AdministrativeExpensesAmt
End Year Balance$11,208,643EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,541,396BeginningYearBalanceAmt
Contributions$101,933ContributionsAmt
Investment Earnings Or Losses$523,803InvestmentEarningsOrLossesAmt
Other Expenditures$474,753OtherExpendituresAmt
Administrative Expenses$110,567AdministrativeExpensesAmt
End Year Balance$9,581,812EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,878,023BeginningYearBalanceAmt
Contributions$1,048,863ContributionsAmt
Investment Earnings Or Losses$593,477InvestmentEarningsOrLossesAmt
Other Expenditures$869,903OtherExpendituresAmt
Administrative Expenses$109,064AdministrativeExpensesAmt
End Year Balance$9,541,396EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,169,442BeginningYearBalanceAmt
Contributions$496,564ContributionsAmt
Investment Earnings Or Losses$789,271InvestmentEarningsOrLossesAmt
Other Expenditures$362,979OtherExpendituresAmt
Administrative Expenses$214,275AdministrativeExpensesAmt
End Year Balance$8,878,023EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12238BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64009PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23753TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,639,648TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,189,779NetUnrealizedGainsInvstAmt
Other Revenue$1,967,232OtherRevenueAmt
Revenue Not Reported$4,157,011RevenueNotReportedAmt
Revenue Subtotal$482,637RevenueSubtotalAmt
Investment Expenses Not Incld$82,981InvestmentExpensesNotIncldAmt
Other Revenues Not Included$329,099OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$412,080RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$894,717TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,705,795TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,659,976OtherExpensesIncludedAmt
Expenses Not Reported$2,659,976ExpensesNotReportedAmt
Expenses Subtotal$45,819ExpensesSubtotalAmt
Investment Expenses Not Incld2$82,981InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$329,099OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$412,080ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$457,899TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS WILL BE USED TO SUPPORT THE VARIOUS ACTIVITIES OF THE SPOKANE SYMPHONY SOCIETY AND FOX THEATER.
PART X, LINE 2:THE SYMPHONY AND THE ENDOWMENT ARE ORGANIZED AS WASHINGTON STATE NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAVE BEEN DETERMINED NOT BE PRIVATE FOUNDATIONS. EACH ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPTION PURPOSES. THE SYMPHONY DETERMINED THAT EACH ENTITY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEND AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE UNCERTAIN TAX POSTIIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE SYMPHONY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:AFFILIATED ENTITIES REVENUE 1,967,232.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 329,099.
PART XII, LINE 2D - OTHER ADJUSTMENTS:AFFLILIATED ENTITIES EXPENSES 2,659,976.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 329,099.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPOKANE SYMPHONY SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 W RIVERSIDE MEZZANINEAddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Recipient EIN910730435RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$329,099CashGrantAmt
Purpose Of GrantSUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PRESIDENT OF THE FUND SELECTS A MEMBER FROM THE BOARD TO PARTICIPATE AS AN INVITED GUEST IN THE FINANCE COMMIITTE MEETINGS OF THE SYMPHONY BOARD. QUARTERLY THE SYMPHONY REPORTS TO BOTH BOARDS ON DONATIONS ACCEPTED BY THE SYMPHONY ON THEIR OWN BEHALF OR BY THE FUND, AND COMPLIANCE BY EITHER WITH THE UNIFORM GIFT ACCEPTANCE POLICY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART XI, LINE 9:ROUNDING 1.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS OR ITS SELECTION PROCESS OF AN INDEPENDENT DURING THE TAX YEAR.

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