2019-05-15T14:05:15-05:00 2018-06-30 450250958 EIDE BAILLY LLP 999 W RIVERSIDE AVE STE 101 SPOKANE WA 992011005 990 2017-07-01 911117140 SPOKANE SYMPHONY AND FOX THEATER ENDOWMENT FUND SPOK 5093263136 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 RICHARD BOUTZ BOARD PRESIDENT 5093263136 2019-05-14 1 WILLIAM A SIMER P00046197 5097476154 2019-05-13 199.116.168.59 2019-05-14 13:09:03 PD P 769F6B807F396740D3C633872B737D8B6F2FE34C 671EBB11CBFBC2357CF8E5B52C60B358F0A72DE4 2017 2019-02-21 02:37:17Z RICHARD BOUTZ 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 2472241 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 ILAND NORTHWEST. 6 6 0 6 0 0 496564 1043775 0 0 209971 371454 0 0 706535 1415229 362979 869903 0 0 0 0 0 0 82755 214275 168217 577254 1038120 129281 377109 8878023 9541366 0 0 8878023 9541366 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 929052 869903 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. 929052 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 X 6 6 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 TREASURER 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 PRESIDENT 2.00 X X 0 0 0 DAVID BROOM DIRECTOR 1.00 X 0 0 0 SANDRA KERNERMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1043775 1043775 258580 258580 1169886 1057012 112874 112874 112874 1415229 0 0 371454 869903 869903 3085 3085 59149 59149 11899 11899 9749 9749 FUNDRAISING 82755 82755 DUES & SUBSCRIPTIONS 1580 1580 1038120 929052 26313 82755 620124 962981 5740 556648 824123 277532 7428036 7744205 8878023 9541366 0 0 X 1457748 1493336 1205724 1382150 5505970 6002533 8878023 9541366 8878023 9541366 377109 286234 0 X X 0 1 X 1 0 X 200419 654568 253078 496564 43775 1648404 200419 654568 253078 496564 43775 1648404 1052246 596158 231687 207357 188170 171122 258580 1056916 2705320 0.22040 0.23270 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. 8878023 1048863 593477 869903 109064 9541396 8169442 496564 789271 362979 214275 8878023 8738612 253078 314835 1004928 132155 8169442 8441447 654568 353268 578534 132137 8738612 7813767 200419 1223899 670784 125854 8441447 0.16020 0.63420 0.20560 0 0 0 X 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. 0 SPOKANE SYMPHONY SOCIETY 818 W RIVERSIDE MEZZANINE SPOKANE WA 99201 910730435 501(C)(3) 869903 SUPPORT ACTIVITES OF SPOKANE SYMPHONY AND FOX THEATER. 1 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 CHANGED EITHER ITS OVERSIGHT PROCESS OF THE AUDITED FINANCIAL STATEMENTS OR IT'S SELECTION PROCESS OF AN INDEPENDENT DURING THE TAX YEAR.