SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-15
IRS object ID: 201411359349305166
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-15T12:31:11-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HUGHES SNELL & CO PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1470 ROYAL PALM SQUARE BLVD	AddressLine1
City	FORT MYERS	City
State	FL	State
ZIP Code	339191049	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	591350404	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE SOUTHWEST FLORIDA SYMPHONY	BusinessNameLine1
Business Name Line2	ORCHESTRA AND CHORUS ASSOC INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	2394180996	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8290 COLLEGE PARKWAY UNIT 103	AddressLine1
City	FORT MYERS	City
State	FL	State
ZIP Code	33919	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN E HUDSON	Name
Title	TREASURER	Title
Phone	2394180996	Phone
Date Signed	2014-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SHARON M THOMPSON	Name
Phone	2399392233	Phone
Date Prepared	2014-05-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1158631	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SWFLSO.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1961	YearFormation
Activity Or Mission Description	THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	183	TotalNbrEmployees
Total Nbr Volunteers	340	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	539970	ContributionsGrantsPriorYear
Contributions Grants Current Year	624609	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	513696	ProgramServiceRevenuePriorYear
Program Service Revenue CY	425398	ProgramServiceRevenueCY
Investment Income Prior Year	11498	InvestmentIncomePriorYear
Investment Income Current Year	-2951	InvestmentIncomeCurrentYear
Other Revenue Prior Year	135423	OtherRevenuePriorYear
Other Revenue Current Year	77190	OtherRevenueCurrentYear
Total Revenue Prior Year	1200587	TotalRevenuePriorYear
Total Revenue Current Year	1124246	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	446364	SalariesEtcPriorYear
Salaries Etc Current Year	410269	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	47175	TotalFundrsngExpCurrentYear
Other Expense Prior Year	908249	OtherExpensePriorYear
Other Expenses Current Year	752666	OtherExpensesCurrentYear
Total Expenses Prior Year	1354613	TotalExpensesPriorYear
Total Expenses Current Year	1162935	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-154026	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-38689	RevenuesLessExpensesCY
Total Assets BOY	839534	TotalAssetsBOY
Total Assets EOY	881797	TotalAssetsEOY
Total Liabilities BOY	393222	TotalLiabilitiesBOY
Total Liabilities EOY	424639	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	446312	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	457158	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	901337	Expense
Revenue	1159401	Revenue
Description	THE MISSION IS TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. THE ORCHESTRA PRESENTS CLASSICAL, POPS AND CHAMBER ORCHESTRA PROGRAMS. THE ORGANIZATION'S COMMITMENT TO EDUCATION IS DEMONSTRATED THROUGH SUPPORT OF VARIOUS PROGRAMS: A YOUTH ORCHESTRA PROGRAM THAT INCLUDES A FULL YOUTH SYMPHONY, A STRING ENSEMBLE AND CHAMBER ENSEMBLES; A STRING QUARTET, BRASS QUINTET AND PERCUSSION TRIO THAT PRESENT FREE EDUCATIONAL PROGRAMS IN THE LOCAL SCHOOLS; EACH YEAR THE ORCHESTRA HOSTS A YOUNG ARTIST'S COMPETITION AS WELL AS OFFERING VARIOUS SCHOLARSHIP OPPORTUNITIES; THE ORCHESTRA PROVIDES HUNDREDS OF FREE TICKETS TO DISADVANTAGED YOUTH. THE SYMPHONY SOCIETY CONSISTS OF MORE THAN 300 VOLUNTEERS WHO WORK TIRELESSLY IN SUPPORT OF THE ORCHESTRA AND ITS PROGRAMS.	Description
Total Program Service Expense	901337	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	true	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	15	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	183	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	FL	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	THE SOUTHWEST FLORIDA SYMPHONY	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2394180996	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	8290 COLLEGE PKWY 103	AddressLine1
City	FORT MYERS	City
State	FL	State
ZIP Code	33919	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
ROBERT DIEFENBACH
TRUSTEE	1.00	X	0	0	0
SANDY MAGYAR
TRUSTEE	1.00	X	0	0	0
GERI MCARDLE
TRUSTEE	1.00	X	0	0	0
DON KING
VICE PRESIDE	2.00	X	0	0	0	X
CHRISTINE LA CROIX
PRESIDENT	15.00	X	0	0	0	X
DOROTHY MUNSCH
TRUSTEE	1.00	X	0	0	0
REBECCA ROSS
TRUSTEE	8.00	X	0	0	0
CAROL S ROBINSON
TRUSTEE	2.00	X	0	0	0
RICHARD DEVLIN
TRUSTEE	1.00	X	0	0	0
J THOMAS UHLER
TRUSTEE	3.00	X	0	0	0
REIKO NIIYA
TRUSTEE	1.00	X	0	0	0
JOHN E HUDSON
TREASURER	4.00	X	0	0	0	X
STEVEN GRANT
TRUSTEE	1.00	X	0	0	0
MARY JACOBS
SECRETARY	3.00	X	0	0	0	X
JACQUELINE VAN DUIJN
TRUSTEE	8.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	6166	GovernmentGrants
All Other Contributions	618443	AllOtherContributions
Total Contributions	624609	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT TICKET SALES	413028	413028
PROGRAM ADVERTISING	12370	12370

Field	Value	IRS element (for citing)
Total Program Service Revenue	425398	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	15434	TotalRevenueColumn
Exclusion	$15,434	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	16000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	34385	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-18385	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-18385	TotalRevenueColumn
Related Or Exempt Function Income	-18385	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	66182	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	66182	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Total Revenue Column	11008	TotalRevenueColumn
Exclusion	$11,008	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	11008	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1124246	TotalRevenueColumn
Related Or Exempt Function Income	407013	RelatedOrExemptFunctionIncome
Exclusion	$26,442	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	314622	Total
Program Services	234368	ProgramServices
Management And General	65939	ManagementAndGeneral
Fundraising	14315	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	47749	Total
Program Services	33265	ProgramServices
Management And General	9359	ManagementAndGeneral
Fundraising	5125	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	47898	Total
Program Services	33369	ProgramServices
Management And General	9388	ManagementAndGeneral
Fundraising	5141	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	11437	Total
Management And General	11437	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	13462	Total
Management And General	13462	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	11873	Total
Program Services	11873	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	108660	Total
Program Services	49562	ProgramServices
Management And General	43536	ManagementAndGeneral
Fundraising	15562	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	129623	Total
Program Services	110455	ProgramServices
Management And General	13920	ManagementAndGeneral
Fundraising	5248	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	38304	Total
Program Services	38304	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	3752	Total
Management And General	3752	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3691	Total
Program Services	2134	ProgramServices
Management And General	1365	ManagementAndGeneral
Fundraising	192	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	8392	Total
Management And General	8392	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MUSICIANS & GUEST ARTISTS	353717	353717
MARKETING - OTHER	19661		19661
COACHES & ACCOMPANISTS	15917	12733	1592	1592
MUSIC EXPENSES & FEES	13308	13308

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	20869	Total
Program Services	8249	ProgramServices
Management And General	12620	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1162935	Total
Program Services	901337	ProgramServices
Management And General	214423	ManagementAndGeneral
Fundraising	47175	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	34078	BOY
EOY	38388	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	10691	BOY
EOY	222531	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	57900	BOY
EOY	46050	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	55771	BOY
EOY	47216	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	105785	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	82868	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	51919	BOY
EOY	22917	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	629175	BOY
EOY	504695	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	839534	BOY
EOY	881797	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	49961	BOY
EOY	132167	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	301686	BOY
EOY	251578	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
EOY	13700	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	14635	BOY
EOY	3075	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	26940	BOY
EOY	24119	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	393222	BOY
EOY	424639	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-188716	BOY
EOY	-51355	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5853	BOY
EOY	3818	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	629175	BOY
EOY	504695	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	446312	BOY
EOY	457158	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	839534	BOY
EOY	881797	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-38689	ReconcilationRevenueExpenses
Reconcilation Other Changes	49535	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
FS Audited	false	FSAudited
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	725064	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	520430	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1067786	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	539970	CurrentTaxYearMinus1Year
Current Tax Year	624609	CurrentTaxYear
Total	3477859	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	602925	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	771537	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	866193	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	632617	CurrentTaxYearMinus1Year
Current Tax Year	491580	CurrentTaxYear
Total	3364852	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	31950	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15356	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16502	CurrentTaxYearMinus1Year
Current Tax Year	11008	CurrentTaxYear
Total	74816	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1327989	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1323917	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1949335	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1189089	CurrentTaxYearMinus1Year
Current Tax Year	1127197	CurrentTaxYear
Total	6917527	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	37399	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	115831	CurrentTaxYearMinus1Year
Current Tax Year	71820	CurrentTaxYear
Total	225050	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	589640	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	410465	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	515464	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	185772	CurrentTaxYearMinus1Year
Current Tax Year	340797	CurrentTaxYear
Total	2042138	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	589640	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	410465	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	552863	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	301603	CurrentTaxYearMinus1Year
Current Tax Year	412617	CurrentTaxYear
Total	2267188	Total

Field	Value	IRS element (for citing)
Public Support Total509	4650339	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	479	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14180	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13676	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14340	CurrentTaxYearMinus1Year
Current Tax Year	15434	CurrentTaxYear
Total	58109	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	479	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14180	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13676	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14340	CurrentTaxYearMinus1Year
Current Tax Year	15434	CurrentTaxYear
Total	58109	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1328468	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1338097	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1963011	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1203429	CurrentTaxYearMinus1Year
Current Tax Year	1142631	CurrentTaxYear
Total	6975636	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.66670	PublicSupportPercentage509
Prior Year Support Percentage	0.65560	PriorYearSupportPercentage
Investment Income Percentage	0.01000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	629179	BeginningOfYearBalance
Investment Earnings Or Losses	51460	InvestmentEarningsOrLosses
Other Expenditures	175945	OtherExpenditures
End Of Year Balance	504694	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	667109	BeginningOfYearBalance
Investment Earnings Or Losses	-12966	InvestmentEarningsOrLosses
Other Expenditures	24964	OtherExpenditures
End Of Year Balance	629179	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	594014	BeginningOfYearBalance
Investment Earnings Or Losses	99712	InvestmentEarningsOrLosses
Other Expenditures	26617	OtherExpenditures
End Of Year Balance	667109	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	534812	BeginningOfYearBalance
Investment Earnings Or Losses	84415	InvestmentEarningsOrLosses
Other Expenditures	25213	OtherExpenditures
End Of Year Balance	594014	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	724587	BeginningOfYearBalance
Investment Earnings Or Losses	-162453	InvestmentEarningsOrLosses
Other Expenditures	27322	OtherExpenditures
End Of Year Balance	534812	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	true	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	true	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	95785	OtherCostOrOtherBasis
Depreciation	82868	Depreciation
Book Value	12917	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	10000	InvestmentCostOrOtherBasis
Book Value	10000	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	22917	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	COMMUNITY FOUNDATION	Description
Book Value	504695	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	504695	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	MANPEL CGA PAYABLE	Description
Amount	$24,119	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	24119	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY.
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	THE ASSOCIATION IS A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ASSOCIATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ASSOCIATION HAS IMPLEMENTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE PAST THREE TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ASSOCIATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ASSOCIATION BEEN CONTACTED BY ANY TAX JURISDICTION. THE ASSOCIATION'S SIGNIFICANT TAX POSITIONS RELATE TO ITS NOT-FOR-PROFIT STATUS AND TO THE TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. BASED ON AN EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2013 AND 2012.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SOCIETY FUNDRAI	NameOfEvent1
Gross Receipts Event1	66182	GrossReceiptsEvent1
Gross Revenue Event1	66182	GrossRevenueEvent1
Gross Receipts Total	66182	GrossReceiptsTotal
Gross Revenue Total Events	66182	GrossRevenueTotalEvents
Net Income Summary	66182	NetIncomeSummary

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Relationship With OrganizationRelationshipWithOrganization	Purpose Of LoanPurposeOfLoan	Loan To OrganizationLoanToOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
JOHN E HUDSON
OFFICER/TRUSTEE	COMPUTER UPGRADE	X	$14,550	11200	false	true	true
GERI MCARDLE
TRUSTEE	CASH FLOW	X	$2,500	2500	false	true	true

Field	Value	IRS element (for citing)
Total Balance Due	13700	TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	SOCIETY (VOLUNTEER ORGANIZATION) MEMBERSHIP PLUS YOUTH ORCHESTRA STUDENTS AND PARENT VOLUNTEERS.
FIRST ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4A	ORCHESTRA AND ITS PROGRAMS.
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	ANY PERSON OR ENTITY WHICH MAKES A FINANCIAL CONTRIBUTION TO THE SOUTHWEST FLORIDA SYMPHONY IS CONSIDERED A MEMBER IN ACCORDANCE WITH ARTICLE VI OF THE BY-LAWS.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES OF THE CORPORATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE FORM 990 ARE SENT TO EACH TRUSTEE. A REPRESENTATIVE OF THE ACCOUNTING FIRM COMPLETING THE FORM ATTENDS A BOARD MEETING AND LEADS THE BOARD IN A REVIEW OF THE DOCUMENT PRIOR TO SUBMISSION.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	EACH YEAR TRUSTEES AND KEY EMPLOYEES MUST SIGN A DOCUMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE PRESIDENT OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	FINANICAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, THROUGH THE ORGANIZATION'S WEBSITE AT WWW.SWFLSO.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	UNREALIZED GAIN ON INVESTMENTS 49,535 IN-KIND EXPENSES - SERVICES 35,155 IN-KIND CONTRIBUTIONS - SERVICES 35,155

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	SW FL SYMPHONY ENDOWMENT FD INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	8290 COLLEGE PKWY 103	AddressLine1
City	FORT MYERS	City
State	FL	State
ZIP Code	33919	ZIPCode

Field	Value	IRS element (for citing)
EIN	800030849	EIN
Primary Activities	ENDOW MGMT	PrimaryActivities
Legal Domicile State	FL	LegalDomicileState
Exempt Code Section	501C3	ExemptCodeSection
Public Charity Status	11C	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg