BETA

SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND (EIN 91-1117140)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202001959349302485
Schema version
2018v3.2
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)
Return2020-07-13T12:27:51-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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)
PersonRICHARD BOUTZPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5093263136PhoneNum
Signature2020-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM A SIMERPreparerPersonNm
PTINP00046197PTIN
Phone5097476154PhoneNum
Preparation2020-07-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.147.181.44IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-11IPDt
IP Tm09:44:23IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB487091A7B0E142E0F959BB1E43BB11825EAB479AtSubmissionCreationDeviceId
At Submission Filing Device Id7BE02B128085A53816859D0B0E97851F17F3EADDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$623,594GrossReceiptsAmt
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 Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,043,775PYContributionsGrantsAmt
CY Contributions Grants$101,933CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$371,454PYInvestmentIncomeAmt
CY Investment Income$521,661CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,415,229PYTotalRevenueAmt
CY Total Revenue$623,594CYTotalRevenueAmt
PY Grants And Similar Paid$869,903PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$474,753CYGrantsAndSimilarPaidAmt
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$60,000CYTotalFundraisingExpenseAmt
PY Other Expenses$168,217PYOtherExpensesAmt
CY Other Expenses$169,982CYOtherExpensesAmt
PY Total Expenses$1,038,120PYTotalExpensesAmt
CY Total Expenses$644,735CYTotalExpensesAmt
PY Revenues Less Expenses$377,109PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$21,141CYRevenuesLessExpensesAmt
Total Assets BOY$9,541,366TotalAssetsBOYAmt
Total Assets EOY$9,581,811TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,541,366NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,581,811NetAssetsOrFundBalancesEOYAmt
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$534,168ExpenseAmt
Grant$474,753GrantAmt
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$534,168TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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$101,933AllOtherContributionsAmt
Total Contributions$101,933TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,262TotalRevenueColumnAmt
Exclusion$295,262ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$226,399SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$226,399SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,399TotalRevenueColumnAmt
Exclusion$226,399ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$623,594TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$521,661ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$474,753TotalAmt
Program Services$474,753ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,475TotalAmt
Management And General$6,475ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,415TotalAmt
Program Services$59,415ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,029TotalAmt
Management And General$25,029ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,534TotalAmt
Management And General$17,534ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING$60,000$60,000
DUES & SUBSCRIPTIONS$1,529$1,529

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$644,735TotalAmt
Program Services$534,168ProgramServicesAmt
Management And General$50,567ManagementAndGeneralAmt
Fundraising$60,000FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$962,981BOYAmt
EOY$683,840EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$556,648BOYAmt
EOY$455,695EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$277,532BOYAmt
EOY$226,139EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,744,205BOYAmt
EOY$8,216,137EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,541,366BOYAmt
EOY$9,581,811EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,493,336BOYAmt
EOY$1,478,363EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,382,150BOYAmt
EOY$4,409,179EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,002,533BOYAmt
EOY$3,653,824EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,541,366BOYAmt
EOY$9,581,811EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,541,366BOYAmt
EOY$9,581,811EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$21,141ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$61,586NetUnrlzdGainsLossesInvstAmt
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$654,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$253,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$496,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,775CurrentTaxYearMinus1YearAmt
Current Tax Year$101,933CurrentTaxYearAmt
Total$1,549,918TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$654,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$253,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$496,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,775CurrentTaxYearMinus1YearAmt
Current Tax Year$101,933CurrentTaxYearAmt
Total$1,549,918TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,018,665SubstantialContributorsTotAmt
Public Support Total170$531,253PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$207,357CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$188,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$171,122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$258,580CurrentTaxYearMinus1YearAmt
Current Tax Year$295,262CurrentTaxYearAmt
Total$1,120,491TotalAmt
FieldValueIRS element (for citing)
Total Support$2,670,409TotalSupportAmt
Public Support CY1700.19890PublicSupportCY170Pct
Public Support PY1700.22040PublicSupportPY170Pct
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 19.89%, WHICH IS OVER 10%.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$9,541,396BeginningYearBalanceAmt
Contributions$101,933ContributionsAmt
Investment Earnings Or Losses$523,803InvestmentEarningsOrLossesAmt
Other Expenditures$474,753OtherExpendituresAmt
Administrative Expenses$110,567AdministrativeExpensesAmt
End Year Balance$9,581,812EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,441,447BeginningYearBalanceAmt
Contributions$654,568ContributionsAmt
Investment Earnings Or Losses$353,268InvestmentEarningsOrLossesAmt
Other Expenditures$578,534OtherExpendituresAmt
Administrative Expenses$132,137AdministrativeExpensesAmt
End Year Balance$8,738,612EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15840BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64220PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19940TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,429,979TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$61,586NetUnrealizedGainsInvstAmt
Other Revenue$6,230,174OtherRevenueAmt
Revenue Not Reported$6,291,760RevenueNotReportedAmt
Revenue Subtotal$138,219RevenueSubtotalAmt
Investment Expenses Not Incld$59,415InvestmentExpensesNotIncldAmt
Other Revenues Not Included$425,960OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$485,375RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$623,594TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,142,543TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,983,183OtherExpensesIncludedAmt
Expenses Not Reported$6,983,183ExpensesNotReportedAmt
Expenses Subtotal$159,360ExpensesSubtotalAmt
Investment Expenses Not Incld2$59,415InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$425,960OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$485,375ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$644,735TotalExpensesPerForm990Amt

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 6,230,174.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 425,960.
PART XII, LINE 2D - OTHER ADJUSTMENTS:AFFLILIATED ENTITIES EXPENSES 6,983,183.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHARED EXPENSES 425,960.

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$474,753CashGrantAmt
Purpose Of GrantSUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

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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