SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-05
IRS object ID: 201340369349300829
Schema version: 2011v1.2
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-05T14:48:54-06:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	12651 MCGREGOR BLVD 4-403	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	2013-01-31	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SHARON M THOMPSON	Name
Phone	2399392233	Phone
Date Prepared	2013-01-23	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1203554	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	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	214	TotalNbrEmployees
Total Nbr Volunteers	340	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1067786	ContributionsGrantsPriorYear
Contributions Grants Current Year	539970	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	552379	ProgramServiceRevenuePriorYear
Program Service Revenue CY	513696	ProgramServiceRevenueCY
Investment Income Prior Year	13676	InvestmentIncomePriorYear
Investment Income Current Year	11498	InvestmentIncomeCurrentYear
Other Revenue Prior Year	329170	OtherRevenuePriorYear
Other Revenue Current Year	135423	OtherRevenueCurrentYear
Total Revenue Prior Year	1963011	TotalRevenuePriorYear
Total Revenue Current Year	1200587	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	499431	SalariesEtcPriorYear
Salaries Etc Current Year	446364	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	159245	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1055720	OtherExpensePriorYear
Other Expenses Current Year	908249	OtherExpensesCurrentYear
Total Expenses Prior Year	1555151	TotalExpensesPriorYear
Total Expenses Current Year	1354613	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	407860	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-154026	RevenuesLessExpensesCY
Total Assets BOY	987851	TotalAssetsBOY
Total Assets EOY	839534	TotalAssetsEOY
Total Liabilities BOY	375401	TotalLiabilitiesBOY
Total Liabilities EOY	393222	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	612450	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	446312	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	942271	Expense
Revenue	1200587	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	942271	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	false	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
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	13	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	214	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	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	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	false	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
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	12651 MCGREGOR BOULEVARD	AddressLine1
Address Line2	BUILDING 4-403	AddressLine2
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 (20 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
BRUCE GALBRAITH
SECRETARY	1.00	X	0	0	0	X
ROBERT HICKS
TRUSTEE	1.00	X	0	0	0
DON KING
VICE PRESIDE	3.00	X	0	0	0	X
CHRISTINE LA CROIX
PRESIDENT	10.00	X	0	0	0	X
DOROTHY MUNSCH
TRUSTEE	1.00	X	0	0	0
REBECCA ROSS
TRUSTEE	1.00	X	0	0	0
CAROL S ROBINSON
TRUSTEE	60.00	X	0	0	0
PAMELA TEMPLETON
TRUSTEE	1.00	X	0	0	0
J THOMAS UHLER
TRUSTEE	1.00	X	0	0	0
REIKO NIIYA
TRUSTEE	1.00	X	0	0	0
JOHN E HUDSON
TREASURER	2.00	X	0	0	0	X
KATHERINE CALDWELL
TRUSTEE	1.00	X	0	0	0
STEVEN GRANT
TRUSTEE	1.00	X	0	0	0
MARK HOROWITZ
TRUSTEE	1.00	X	0	0	0
MARY JACOBS
TRUSTEE	1.00	X	0	0	0
JACQUELINE VAN DUIJN
TRUSTEE	4.00	X	0	0	0
MICHAEL WHITT
TRUSTEE	1.00	X	0	0	0
CHARLES DAURAY
TRUSTEE	1.00	X	0	0	0
MARY LAUREL
TRUSTEE	10.00	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	8000	GovernmentGrants
All Other Contributions	531970	AllOtherContributions
Total Contributions	539970	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT TICKET SALES	499295	499295
PROGRAM ADVERTISING	14401	14401

Field	Value	IRS element (for citing)
Total Program Service Revenue	513696	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	14340	TotalRevenueColumn
Exclusion	$14,340	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	125	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	2967	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-2842	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-2842	TotalRevenueColumn
Related Or Exempt Function Income	-2842	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	118921	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	118921	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Total Revenue Column	16502	TotalRevenueColumn
Exclusion	$16,502	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	16502	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1200587	TotalRevenueColumn
Related Or Exempt Function Income	510854	RelatedOrExemptFunctionIncome
Exclusion	$30,842	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	345682	Total
Program Services	194790	ProgramServices
Management And General	77281	ManagementAndGeneral
Fundraising	73611	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	46787	Total
Program Services	26364	ProgramServices
Management And General	10460	ManagementAndGeneral
Fundraising	9963	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	53895	Total
Program Services	30369	ProgramServices
Management And General	12049	ManagementAndGeneral
Fundraising	11477	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9308	Total
Management And General	9308	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	19612	Total
Management And General	19612	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	82416	Total
Program Services	82416	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	145706	Total
Program Services	64000	ProgramServices
Management And General	61914	ManagementAndGeneral
Fundraising	19792	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	118587	Total
Program Services	99419	ProgramServices
Management And General	13920	ManagementAndGeneral
Fundraising	5248	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	34347	Total
Program Services	34347	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	4289	Total
Management And General	4289	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	7124	Total
Program Services	2134	ProgramServices
Management And General	4798	ManagementAndGeneral
Fundraising	192	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	6464	Total
Management And General	6464	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising	Management And GeneralManagementAndGeneral
MUSICIANS & GUEST ARTISTS	358907	358907
SOCIETY FUNDRAISING EXP	38962		38962
COACHES & ACCOMPANISTS	17547	17547
FUNDRAISING EXPENSE	17002			17002

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	47978	Total
Program Services	31978	ProgramServices
Management And General	16000	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1354613	Total
Program Services	942271	ProgramServices
Management And General	253097	ManagementAndGeneral
Fundraising	159245	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	45713	BOY
EOY	34078	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	121676	BOY
EOY	10691	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	51143	BOY
EOY	57900	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	46097	BOY
EOY	55771	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	163797	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	111878	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	56113	BOY
EOY	51919	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	667109	BOY
EOY	629175	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	987851	BOY
EOY	839534	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	60832	BOY
EOY	49961	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	287629	BOY
EOY	301686	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
EOY	14635	EOY

Other Liabilities OtherLiabilities

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

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	375401	BOY
EOY	393222	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-59918	BOY
EOY	-188716	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5259	BOY
EOY	5853	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	667109	BOY
EOY	629175	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	612450	BOY
EOY	446312	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	987851	BOY
EOY	839534	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-154026	ReconcilationRevenueExpenses
Reconcilation Other Changes	-12112	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	false	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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	991282	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	725064	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	520430	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1067786	CurrentTaxYearMinus1Year
Current Tax Year	539970	CurrentTaxYear
Total	3844532	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	667909	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	602925	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	771537	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	866193	CurrentTaxYearMinus1Year
Current Tax Year	632617	CurrentTaxYear
Total	3541181	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	31950	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15356	CurrentTaxYearMinus1Year
Current Tax Year	16502	CurrentTaxYear
Total	63808	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1659191	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1327989	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1323917	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1949335	CurrentTaxYearMinus1Year
Current Tax Year	1189089	CurrentTaxYear
Total	7449521	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	37399	CurrentTaxYearMinus1Year
Current Tax Year	115831	CurrentTaxYear
Total	153230	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	650824	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	589640	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	410465	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	515464	CurrentTaxYearMinus1Year
Current Tax Year	185772	CurrentTaxYear
Total	2352165	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	650824	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	589640	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	410465	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	552863	CurrentTaxYearMinus1Year
Current Tax Year	301603	CurrentTaxYear
Total	2505395	Total

Field	Value	IRS element (for citing)
Public Support Total509	4944126	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	49335	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	479	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14180	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	13676	CurrentTaxYearMinus1Year
Current Tax Year	14340	CurrentTaxYear
Total	92010	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	49335	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	479	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14180	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	13676	CurrentTaxYearMinus1Year
Current Tax Year	14340	CurrentTaxYear
Total	92010	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1708526	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1328468	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1338097	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1963011	CurrentTaxYearMinus1Year
Current Tax Year	1203429	CurrentTaxYear
Total	7541531	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.65560	PublicSupportPercentage509
Prior Year Support Percentage	0.62620	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

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	true	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	true	AreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4404	OtherCostOrOtherBasis
Depreciation	4404	Depreciation

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	149393	OtherCostOrOtherBasis
Depreciation	107474	Depreciation
Book Value	41919	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	51919	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	COMMUNITY FOUNDATION	Description
Book Value	629175	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	629175	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	MANPEL CGA PAYABLE	Description
Amount	$26,940	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	26940	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	LIABILITY UNDER FIN 48 FOOTNOTE	Identifier
Return Reference	SCHEDULE D, PAGE 3, PART X	ReturnReference
Explanation	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, 2012 AND 2011.	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SOCIETY FUNDRAI	NameOfEvent1
Gross Receipts Event1	118921	GrossReceiptsEvent1
Gross Revenue Event1	118921	GrossRevenueEvent1
Gross Receipts Total	118921	GrossReceiptsTotal
Gross Revenue Total Events	118921	GrossRevenueTotalEvents
Net Income Summary	118921	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 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.
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 5	UNREALIZED LOSS ON INVESTMENTS OF 12,112.

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	12651 MCGREGOR BLVD 4-403	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
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