2020-07-13T12:27:51-05:00 2019-06-30 450250958 EIDE BAILLY LLP 999 W RIVERSIDE AVE STE 101 SPOKANE WA 992011005 990 2018-07-01 911117140 SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND SPOK 5093263136 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 RICHARD BOUTZ TREASURER 5093263136 2020-07-11 1 WILLIAM A SIMER P00046197 5097476154 2020-07-11 216.147.181.44 2020-07-11 09:44:23 PD P B487091A7B0E142E0F959BB1E43BB11825EAB479 7BE02B128085A53816859D0B0E97851F17F3EADD 2018 2021-01-29 14:40:06Z MATT EWERS 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 623594 0 X N/A X 1980 WA THE 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. 9 9 0 6 0 0 1043775 101933 0 0 371454 521661 0 0 1415229 623594 869903 474753 0 0 0 0 0 0 60000 168217 169982 1038120 644735 377109 -21141 9541366 9581811 0 0 9541366 9581811 THE 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. 0 0 534168 474753 THE 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. 534168 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X WEILING ZHU 5094647055 818 W RIVERSIDE MEZANINE SPOKANE WA 99201 X MATT EWERS PRESIDENT 3.00 X X 0 0 0 CATHERINE C MOYE VICE PRESIDENT 2.00 X X 0 0 0 KATHY BIXLER SECRETARY 2.00 X X 0 0 0 RICHARD BOUTZ TREASURER 2.00 X X 0 0 0 DAVID BROOM DIRECTOR 1.00 X 0 0 0 ANN FENNESSY DIRECTOR 1.00 X 0 0 0 RICHARD TRUDELL DIRECTOR 1.00 X 0 0 0 HAL EBEL DIRECTOR 1.00 X 0 0 0 DOUG BELANGER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 101933 101933 295262 295262 226399 0 226399 226399 226399 623594 0 0 521661 474753 474753 6475 6475 59415 59415 25029 25029 17534 17534 FUNDRAISING 60000 60000 DUES & SUBSCRIPTIONS 1529 1529 644735 534168 50567 60000 962981 683840 556648 455695 277532 226139 7744205 8216137 9541366 9581811 0 0 X 1493336 1478363 1382150 4409179 6002533 3653824 9541366 9581811 9541366 9581811 -21141 61586 0 X X 0 1 X 1 0 X 654568 253078 496564 43775 101933 1549918 654568 253078 496564 43775 101933 1549918 1018665 531253 207357 188170 171122 258580 295262 1120491 2670409 0.19890 0.22040 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CURRENT 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%. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9541396 101933 523803 474753 110567 9581812 8878023 1048863 593477 869903 109064 9541396 8169442 496564 789271 362979 214275 8878023 8738612 253078 314835 1004928 132155 8169442 8441447 654568 353268 578534 132137 8738612 0.15840 0.64220 0.19940 0 0 0 X 6429979 61586 6230174 6291760 138219 59415 425960 485375 623594 7142543 6983183 6983183 159360 59415 425960 485375 644735 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. 1 SPOKANE SYMPHONY SOCIETY 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 910730435 501(C)(3) 474753 SUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER. 1 PART I, LINE 2: THE 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. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON 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.