2014-12-12T12:40:06-06:00 2014-07-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-08-01 326004523 FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TRUST FLOR 9419534252 709 N TAMIAMI TRAIL SARASOTA FL 34236 LOIS STULBERG CHAIR 9419534252 2014-12-12 1 REBECCA U STONER P00585910 9413654617 2013 2015-11-30 17:44:51Z LOIS STULBERG 709 N TAMIAMI TRAIL SARASOTA FL 34236 11905672 0 X WWW.SARASOTAORCHESTRA.ORG X 2000 FL TO HAVE, TO HOLD, AND TO MANAGE AN ENDOWMENT FUND FOR THE BENEFIT OF THE FLORIDA WEST COAST SYMPHONY, INC. A 501(C)(3) ORGANIZATION. 6 6 0 0 0 0 1327711 695289 0 0 1766782 2464232 0 0 3094493 3159521 907000 1095574 0 0 0 0 0 0 0 104601 114602 1011601 1210176 2082892 1949345 22489388 24857353 0 0 22489388 24857353 TO HAVE, TO HOLD, AND TO MANAGE AN ENDOWMENT FUND FOR THE BENEFIT OF THE FLORIDA WEST COAST SYMPHONY, INC A 501(C)(3). 0 0 1095574 1095574 DISTRIBUTIONS AS TRANSFERS WERE MADE TO THE FLORIDA WEST COAST SYMPHONY FOR THE BENEFIT OF THE SYMPHONY, A 501(C)(3) ORGANIZATION. 1095574 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X CATHY WILSON VP OF FINANCE 9419534252 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 MARTY RICH TRUSTEE 1.00 X 0 0 0 BEATRICE FRIEDMAN TRUSTEE 1.00 X 0 0 0 SKIP SACK TRUSTEE 1.00 X 0 0 0 DAVID STEVES TRUSTEE 1.00 X 0 0 0 LOIS STULBERG TRUSTEE 1.00 X 0 0 0 ARNOLD HOFFMAN CHAIR 1.00 X X 0 0 0 JOSEPH MCKENNA PRESIDENT/CEO FWCS 1.00 X 0 156166 24578 0 156166 24578 0 0 1 0 0 695289 695289 610310 610310 10600073 8746151 1853922 1853922 1853922 3159521 0 0 2464232 1095574 1095574 114602 114602 1210176 1095574 114602 0 1771152 620065 12848 12848 20140324 23620367 565064 604073 22489388 24857353 0 0 X 1357687 3510076 21131701 21347277 22489388 24857353 22489388 24857353 X 1949345 379611 39009 X X 0 1 X 1 0 X X X 0 0 0 FLORIDA WEST COAST SYMPHONY INC 592603081 7 1 1 1 1095574 1 1095574 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22489388 695289 2882852 1095574 114602 24857353 18709244 1327711 3464034 907000 104601 22489388 20208979 26285 -29473 952000 460066 84481 18709244 18596621 37000 3052745 900000 488999 88388 20208979 16764519 56270 1798894 890000 -949065 82127 18596621 0.86000 0.14000 0 0 0 X 10862724 379611 7323592 7703203 3159521 0 3159521 8360525 8245923 8245923 114602 1095574 1095574 1210176 PART V, LINE 4: FUNDS WILL BE USED BY THE ORCHESTRA AS DEFINED IN THE ENDOWMENT TRUST AGREEMENT. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF SYMPHONY (FEIN 59-2603081) FROM CONSOLIDATED FS 8,380,157. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 39,009. TRANSFER TO SYMPHONY (FEIN 59-2603081) -1,095,574. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF SYMPHONY (FEIN 59-2603081) FROM CONSOLIDATED FS 8,245,923. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO SYMPHONY (FEIN 59-2603081) 1,095,574. 1 FLORIDA WEST COAST SYMPHONY INC 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592603081 501(C)(3) 1095574 GENERAL 1 0 PART I, LINE 2: ORGANIZATION IS A SUPPORTING ORGANIZATION OF FLORIDA WEST COAST SYMPHONY. CONSOLIDATED AUDITED FINANCIAL STATEMENT ARE PREPARED AND ARE USED FOR MONITORING PURPOSES. 0 0 0 0 0 0 0 0 0 JOSEPH MCKENNA PRESIDENT/CEO FWCS 0 156166 0 0 0 0 0 2888 0 21690 0 180744 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THERE WERE NO PAID OFFICERS, MANAGEMENT, KEY EMPLOYEES, OR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR FINANCIALS STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 39,009. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE IN THE PROCESS THE ORGANIZATION USES TO REVIEW ITS FINANCIAL STATEMENTS. FLORIDA WEST COAST SYMPHONY INC 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592603081 PROMOTE CHAMBER MUSIC AND SYMPHONIC MUSIC LOCALLY, STATEWIDE, & NATIONALLY FL 501(C)(3) 7-509(A)(1) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0