2021-11-01T08:45:37-05:00 2021-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2020-07-01 800030849 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC SOUT 2399103673 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 DAVID CARLETON HALL PRESIDENT 2392102345 2021-10-20 true DAVID CARLTON HALL 999009999 MARC WHITFIELD CPA P00125986 2394331002 2021-10-21 2020 2022-09-23 18:48:47Z X DAVID CARLETON HALL 7500 COLLEGE PARKWAY FORT MYERS FL 33907 1351511 false X X 2000 FL TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 9 6 0 9 0 15100 677366 0 79878 150281 0 94978 827647 256000 118000 0 0 0 0 12274 21089 268274 139089 -173296 688558 2229695 3472918 0 2229695 3472918 TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. false false 118000 118000 THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 118000 true true false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 9 6 false false false false false false false true true false false true true true true true true true true false X X DAVID CARLETON HALL 2392102345 7500 COLLEGE PARKWAY FORT MYERS FL 33907 X CHRISTINA BOYHAN DIRECTOR 1.00 X 0 0 0 KATHERINE CALDWELL DIRECTOR 1.00 X 0 0 0 ROBERT DIEFENBACH DIRECTOR 1.00 X 0 0 0 CYNTHIA DUFF DIRECTOR 1.00 X 0 0 0 SCOTT GREGORY SECRETARY 1.00 X X 0 0 0 DAVID CARLETON HALL PRESIDENT 5.00 X X 0 0 0 TOM KRACMER VICE PRESIDE 1.00 X X 0 0 0 STEPHEN QUA DIRECTOR 1.00 X 0 0 0 COREY VERTICH TREASURER 2.00 X X 0 0 0 JOHN WRIGHT DIRECTOR 1.00 X 0 0 0 false false false 677366 677366 44423 44423 581861 47861 523864 57997 47861 105858 57997 47861 827647 57997 92284 X 107000 107000 11000 11000 20250 20250 768 768 CORPORATE FEES 61 61 FDACS ANNUAL FEE 10 10 139089 118000 21089 0 36056 413862 2193339 3058756 300 300 2229695 3472918 0 0 X 2057143 3257180 172552 215738 2229695 3472918 2229695 3472918 688558 554665 X false false X X 1 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHORUS ASSOCIATION INC 591350404 7 true 311250 0 1 311250 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 THE ORGANIZATION'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR. IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S BYLAWS, THE TREASURER OF THE SUPPORTED ORGANIZATION IS REQUIRED TO SERVE ON THE BOARD OF THE SUPPORTING ORGANIZATION. THE INVESTMENT COMMITTEE OF THE SUPPORTING ORGANIZATION IS COMPRISED OF AN INDEPENDENT CONSULTANT, TWO MEMBERS OF THE BOARD, AND ONE BOARD MEMBER OF THE SUPPORTED ORGANIZATION. THIS COMMITTEE IS RESPONSIBLE FOR MAKING INVESTMENT RECOMMENDATIONS TO THE SUPPORTING ORGANIZATION'S BOARD IN ACCORDANCE WITH THE INVESTMENT POLICY. PART IV, SECTION E, LINE 2A THE SUPPORTING ORGANIZATION HAS A GRANT POLICY WHICH PROVIDES GUIDELINES FOR THE ANNUAL FUNDING OF THE SUPPORTED ORGANIZATION BASED ON THE VALUE OF THE ASSETS MANAGED BY THE SUPPORTING ORGANIZATION ON BEHALF OF THE SUPPORTING ORGANIZATION. THE SOLE FUNCTION OF THE SUPPORTING ORGANIZATION IS TO MANAGE THESE ASSETS FOR THE SUPPORTED ORGANIZATION AND DISTRIBUTE FUNDING TO THE SUPPORTED ORGANIZATION IN FURTHERANCE OF THEIR EXEMPT PURPOSE. PART IV, SECTION E, LINE 2B ALL FUNDS OF THE SUPPORTING ORGANIZATION ARE MANAGED ON BEHALF OF THE SUPPORTED ORGANIZATION AND DISTRIBUTED IN ACCORDANCE WITH THE GRANT POLICY IN DIRECT FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. ALL ACTIVITIES OF THE SUPPORTING ORGANIZATION ARE ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD NORMALLY BE INVOLVED IF NOT FOR THE EXISTANCE OF THE SUPPORTING ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false SOUTHWEST FLORIDA SYMPHONY 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 591350404 501C3 107000 ANNUAL DRAW/AWARDS SCHOLARSHIPS 5 11000 FORM 990, PAGE 1, PART I, LINE 6 THE EIGHT MEMBERS OF THE BOARD ARE ALL VOLUNTEERS FORM 990, PAGE 6, PART VI, LINE 11B AN INDEPENDENT CPA REVIEWS THE FORM 990 WITH THE TREASURER. EACH TRUSTEE RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE TRUSTEES ANNUALLY REVIEW AND RENEW THEIR ADHERENCE TO THE POLICY FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MARKETING 0 20,250 0 SOUTHWEST FLORIDA ORCHESTRA & CHORUS ASSOCIATION INC 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 MUSIC/EDUC FL 501C3 10 N/A false false true false false false false false false false false false false false false false true false false false SOUTHWEST FLORIDA SYMPHONY ORCHESTRA P 20250 CASH SOUTHWEST FLORIDA SYMPHONY ORCHESTRA B 107000 CASH