2013-12-12T10:14:17-06:00 2013-07-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2012-08-01 326004523 FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TRUST FLOR 9419534252 709 N TAMIAMI TRAIL SARASOTA FL 34236 ARNOLD HOFFMAN 9419534252 2013-12-11 1 REBECCA U STONER P00585910 9413654617 2012 2015-11-30 17:44:51Z ARNOLD HOFFMAN 709 N TAMIAMI TRAIL SARASOTA FL 34236 8689483 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 26285 1327711 0 0 -118604 1766782 0 0 -92319 3094493 952000 907000 0 0 0 0 0 0 0 84481 104601 1036481 1011601 -1128800 2082892 18712113 22489388 2869 0 18709244 22489388 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 907000 907000 DISTRIBUTIONS AS TRANSFERS WERE MADE TO THE FLORIDA WEST COAST SYMPHONY FOR THE BENEFIT OF THE SYMPHONY, A 501(C)(3) ORGANIZATION. 907000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 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 CATHY WILSON VP OF FINANCE 9419534252 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 X MARTY RICH 1.00 X 0 0 0 BEATRICE FRIEDMAN 1.00 X 0 0 0 SKIP SACK 1.00 X 0 0 0 DAVID STEVES 1.00 X 0 0 0 LOIS STULBERG 1.00 X 0 0 0 ARNOLD HOFFMAN 1.00 X X 0 0 0 JOSEPH MCKENNA 1.00 X 0 171497 19540 0 171497 19540 0 0 1 0 0 1327711 1327711 435616 435616 6926156 5594990 1331166 1331166 1331166 3094493 0 0 1766782 907000 907000 104601 104601 1011601 907000 104601 0 315765 1771152 12848 12848 17833450 20140324 550050 565064 18712113 22489388 2869 0 2869 0 X -828063 1357687 19537307 21131701 18709244 22489388 18712113 22489388 X 2082892 1682239 15013 X X 0 1 X 1 0 X X X 0 0 0 FLORIDA WEST COAST SYMPHONY INC 592603081 7 1 1 1 907000 1 907000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 20738350 73868 -2945802 1000000 101897 16764519 0.94000 0.06000 0 0 0 X 11456527 1682239 6679795 8362034 3094493 0 3094493 7513436 7408835 7408835 104601 907000 907000 1011601 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FUNDS WILL BE USED BY THE ORCHESTRA AS DEFINED IN THE ENDOWMENT TRUST AGREEMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 7,571,782. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 15,013. TRANSFER TO SYMPHONY (FEIN 59-2603081) -907,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF SYMPHONY (FEIN 59-2603081) FROM CONSOLIDATED FS 7,408,835. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO SYMPHONY (FEIN 59-2603081) 907,000. 1 FLORIDA WEST COAST SYMPHONY INC 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592603081 501(C)(3) 907000 GENERAL 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 171497 0 0 0 0 0 750 0 18790 0 191037 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. 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 15,013. AUDIT REVIEW PROCESS FORM 990, PART XII, LINE 2C 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0