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SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SPOKANE SYMPHONY ORCHESTRAENDOWMENT FUND (EIN 91-1117140)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201921359349307472
Schema version
2017v2.3
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)
Return2019-05-15T14:05:15-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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 TitleBOARD PRESIDENTPersonTitleTxt
Phone5093263136PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM A SIMERPreparerPersonNm
PTINP00046197PTIN
Phone5097476154PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.116.168.59IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:09:03IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id769F6B807F396740D3C633872B737D8B6F2FE34CAtSubmissionCreationDeviceId
At Submission Filing Device Id671EBB11CBFBC2357CF8E5B52C60B358F0A72DE4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD BOUTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 W RIVERSIDE MEZZANINEAddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,472,241GrossReceiptsAmt
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 ILAND NORTHWEST.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$496,564PYContributionsGrantsAmt
CY Contributions Grants$1,043,775CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$209,971PYInvestmentIncomeAmt
CY Investment Income$371,454CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$706,535PYTotalRevenueAmt
CY Total Revenue$1,415,229CYTotalRevenueAmt
PY Grants And Similar Paid$362,979PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$869,903CYGrantsAndSimilarPaidAmt
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$82,755CYTotalFundraisingExpenseAmt
PY Other Expenses$214,275PYOtherExpensesAmt
CY Other Expenses$168,217CYOtherExpensesAmt
PY Total Expenses$577,254PYTotalExpensesAmt
CY Total Expenses$1,038,120CYTotalExpensesAmt
PY Revenues Less Expenses$129,281PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$377,109CYRevenuesLessExpensesAmt
Total Assets BOY$8,878,023TotalAssetsBOYAmt
Total Assets EOY$9,541,366TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,878,023NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,541,366NetAssetsOrFundBalancesEOYAmt
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$929,052ExpenseAmt
Grant$869,903GrantAmt
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$929,052TotalProgramServiceExpensesAmt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATT EWERS
TREASURER3.00Yes (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
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID BROOM
DIRECTOR1.00Yes (X)$0$0$0
SANDRA KERNERMAN
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$1,043,775AllOtherContributionsAmt
Total Contributions$1,043,775TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$258,580TotalRevenueColumnAmt
Exclusion$258,580ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,169,886SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,057,012SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$112,874SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,874TotalRevenueColumnAmt
Exclusion$112,874ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,415,229TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$371,454ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$869,903TotalAmt
Program Services$869,903ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,085TotalAmt
Management And General$3,085ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,149TotalAmt
Program Services$59,149ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,899TotalAmt
Management And General$11,899ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,749TotalAmt
Management And General$9,749ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING$82,755$82,755
DUES & SUBSCRIPTIONS$1,580$1,580

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,038,120TotalAmt
Program Services$929,052ProgramServicesAmt
Management And General$26,313ManagementAndGeneralAmt
Fundraising$82,755FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$620,124BOYAmt
EOY$962,981EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,740BOYAmt
EOY$556,648EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$824,123BOYAmt
EOY$277,532EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,428,036BOYAmt
EOY$7,744,205EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,878,023BOYAmt
EOY$9,541,366EOYAmt

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$1,457,748BOYAmt
EOY$1,493,336EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,205,724BOYAmt
EOY$1,382,150EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,505,970BOYAmt
EOY$6,002,533EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,878,023BOYAmt
EOY$9,541,366EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,878,023BOYAmt
EOY$9,541,366EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$377,109ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$286,234NetUnrlzdGainsLossesInvstAmt
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$200,419CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$654,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$253,078CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$496,564CurrentTaxYearMinus1YearAmt
Current Tax Year$43,775CurrentTaxYearAmt
Total$1,648,404TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$200,419CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$654,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$253,078CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$496,564CurrentTaxYearMinus1YearAmt
Current Tax Year$43,775CurrentTaxYearAmt
Total$1,648,404TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,052,246SubstantialContributorsTotAmt
Public Support Total170$596,158PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$231,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$207,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$188,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,122CurrentTaxYearMinus1YearAmt
Current Tax Year$258,580CurrentTaxYearAmt
Total$1,056,916TotalAmt
FieldValueIRS element (for citing)
Total Support$2,705,320TotalSupportAmt
Public Support CY1700.22040PublicSupportCY170Pct
Public Support PY1700.23270PublicSupportPY170Pct
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.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,813,767BeginningYearBalanceAmt
Contributions$200,419ContributionsAmt
Investment Earnings Or Losses$1,223,899InvestmentEarningsOrLossesAmt
Other Expenditures$670,784OtherExpendituresAmt
Administrative Expenses$125,854AdministrativeExpensesAmt
End Year Balance$8,441,447EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.63420PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20560TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 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 EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), EXCEPT FOR INCOME TAXES ON "UNRELATED BUSINESS INCOME", AS DEFINED IN THE CODE. MANAGEMENT BELIEVES ALL MATERIAL ACTIVITIES OF THE SYMPHONY AND THE ENDOWMENT FUND ARE WITHIN THE TAX EXEMPT GUIDELINES OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES FOR THESE ENTITIES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES EVALUATE THEIR TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTD TO BE TAKEN ON INCOME TAX RETURNS TO DETERMINE IF AN ACCRUAL IS NECESSARY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2018 AND 2017, THE UNRECOGNIZED TAX BENEFITS ACCRUAL WAS ZERO. THE ENTITIES WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

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$869,903CashGrantAmt
Purpose Of GrantSUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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 CHANGED EITHER ITS OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS OR IT'S SELECTION PROCESS OF AN INDEPENDENT DURING THE TAX YEAR.

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