BETA

SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND (EIN 91-1117140)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202131349349305013
Schema version
2019v5.2
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)
Return2021-05-14T13:44:56-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN VAN PLEW CPAPreparerPersonNm
PTINP00064814PTIN
Phone5097476154PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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$3,305,644GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$101,933PYContributionsGrantsAmt
CY Contributions Grants$2,385,158CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$521,661PYInvestmentIncomeAmt
CY Investment Income$920,486CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$623,594PYTotalRevenueAmt
CY Total Revenue$3,305,644CYTotalRevenueAmt
PY Grants And Similar Paid$474,753PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$623,804CYGrantsAndSimilarPaidAmt
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$27,500CYTotalFundraisingExpenseAmt
PY Other Expenses$169,982PYOtherExpensesAmt
CY Other Expenses$164,549CYOtherExpensesAmt
PY Total Expenses$644,735PYTotalExpensesAmt
CY Total Expenses$788,353CYTotalExpensesAmt
PY Revenues Less Expenses-$21,141PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,517,291CYRevenuesLessExpensesAmt
Total Assets BOY$9,581,811TotalAssetsBOYAmt
Total Assets EOY$11,212,358TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,714TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,581,811NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,208,644NetAssetsOrFundBalancesEOYAmt
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$693,458ExpenseAmt
Grant$623,804GrantAmt
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$693,458TotalProgramServiceExpensesAmt
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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 (9 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
HAL EBEL
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$2,385,158AllOtherContributionsAmt
Total Contributions$2,385,158TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$221,201TotalRevenueColumnAmt
Exclusion$221,201ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$699,285SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$699,285SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$699,285TotalRevenueColumnAmt
Exclusion$699,285ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,305,644TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$920,486ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$623,804TotalAmt
Program Services$623,804ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,400TotalAmt
Management And General$10,400ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$69,654TotalAmt
Program Services$69,654ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,113TotalAmt
Management And General$37,113ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,006TotalAmt
Management And General$19,006ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING$27,500$27,500
DUES & SUBSCRIPTIONS$876$876

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$788,353TotalAmt
Program Services$693,458ProgramServicesAmt
Management And General$67,395ManagementAndGeneralAmt
Fundraising$27,500FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$683,840BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$455,695BOYAmt
EOY$1,138,973EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$226,139BOYAmt
EOY$425,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,216,137BOYAmt
EOY$9,648,385EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,581,811BOYAmt
EOY$11,212,358EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$3,714EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,714EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,478,363BOYAmt
EOY$1,368,326EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,063,003BOYAmt
EOY$9,840,318EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,581,811BOYAmt
EOY$11,208,644EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,581,811BOYAmt
EOY$11,212,358EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,517,291ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$890,458NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$253,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$496,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,933CurrentTaxYearMinus1YearAmt
Current Tax Year$2,385,158CurrentTaxYearAmt
Total$3,280,508TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$253,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$496,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,933CurrentTaxYearMinus1YearAmt
Current Tax Year$2,385,158CurrentTaxYearAmt
Total$3,280,508TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,997,402SubstantialContributorsTotAmt
Public Support Total170$1,283,106PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$188,170CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$258,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,262CurrentTaxYearMinus1YearAmt
Current Tax Year$221,201CurrentTaxYearAmt
Total$1,134,335TotalAmt
FieldValueIRS element (for citing)
Total Support$4,414,843TotalSupportAmt
Public Support CY1700.29060PublicSupportCY170Pct
Public Support PY1700.19890PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

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: 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. THE ORGANIZATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE GRANT FUNDING BY THE ORGANIZATION IS FOR FUNDING A PUBLIC CHARITY THAT PROVIDES BENEFITS TO THE GENERAL PUBLIC. THE ORGANIZATION'S PUBLIC SUPPORT TEST IS AT 28.18%, WHICH IS OVER 10% AND AN INCREASE OF 8.29% OVER LAST YEAR.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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,738,612BeginningYearBalanceAmt
Contributions$253,078ContributionsAmt
Investment Earnings Or Losses$314,835InvestmentEarningsOrLossesAmt
Other Expenditures$1,004,928OtherExpendituresAmt
Administrative Expenses$132,155AdministrativeExpensesAmt
End Year Balance$8,169,442EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12210BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.75800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11990TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,349,733TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$890,459NetUnrealizedGainsInvstAmt
Other Revenue$5,552,672OtherRevenueAmt
Revenue Not Reported$4,662,213RevenueNotReportedAmt
Revenue Subtotal$2,687,520RevenueSubtotalAmt
Investment Expenses Not Incld$69,654InvestmentExpensesNotIncldAmt
Other Revenues Not Included$548,470OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$618,124RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,305,644TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,830,075TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,659,846OtherExpensesIncludedAmt
Expenses Not Reported$6,659,846ExpensesNotReportedAmt
Expenses Subtotal$170,229ExpensesSubtotalAmt
Investment Expenses Not Incld2$69,654InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$548,470OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$618,124ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$788,353TotalExpensesPerForm990Amt

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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:AFFILIATED ENTITIES REVENUE 5,552,672.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 548,470.
PART XII, LINE 2D - OTHER ADJUSTMENTS:AFFLILIATED ENTITIES EXPENSES 6,659,846.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 548,470.

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$548,470CashGrantAmt
Purpose Of GrantSUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER.PurposeOfGrantTxt

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 (4 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 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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