Jacksonville Symphony Foundation Inc: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
Jacksonville Symphony Foundation Inc (EIN 20-5180812)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-01-24
IRS object ID
201110249349300301
Schema version
2009v1.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-01-24T09:11:46-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LBA Certified Public Accountants PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1501 RIVERSIDE AVENUE SUITE 800AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code322024939ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205180812EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JACKSONVILLE SYMPHONY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACKNameControl
Phone9043545479Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WEST WATER STREET No 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOLLY BRYANName
TitleDIRECTOR OF FINANCETitle
Phone9043545479Phone
Date Signed2011-01-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone9043964015Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonFRED SCHANTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1300 WEST WATER STREET No 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts371529GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2006YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE JACKSONVILLE SYMPHONY ASSOCIATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-277508InvestmentIncomePriorYear
Investment Income Current Year159786InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-277508TotalRevenuePriorYear
Total Revenue Current Year159786TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year319599GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY245444GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year24032OtherExpensePriorYear
Other Expenses Current Year33862OtherExpensesCurrentYear
Total Expenses Prior Year343631TotalExpensesPriorYear
Total Expenses Current Year279306TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-621139RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-119520RevenuesLessExpensesCY
Total Assets BOY4913245TotalAssetsBOY
Total Assets EOY5321961TotalAssetsEOY
Total Liabilities EOY1030TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4913245NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5320931NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide financial assistance and support to the jacksoville symphony association, inc.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense245444Expense
Grants245444Grants
DescriptionFINANCIAL ASSISTANCE TO THE JACKSONVILLE SYMPHONY ASSOCIATION, A 501(C)(3) ORGANIZATION.Description
Total Program Service Expense245444TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1HOLLY BRYANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9043545479TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1300 W WATER ST STE 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32202ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
FRED SCHANTZ
PRESIDENT1.50XX000
GILCHRIST BERG
VICE PRESIDENT0.50XX000
LISA PALMER
SECRETARY/TREASURER0.50XX000
DANIEL C RICE
BOARD MEMEBER0.50X000
ROBERT SHIRCLIFF
BOARD MEMEBER0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8520TotalRevenueColumn
Exclusion$8,520ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities363009Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities211743Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities151266Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column151266TotalRevenueColumn
Exclusion$151,266ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column159786TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$159,786ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total245444Total
Program Services245444ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
Descriptionmanagement feesDescription
Total33862Total
Management And General33862ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total279306Total
Program Services245444ProgramServices
Management And General33862ManagementAndGeneral
Fundraising0Fundraising

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY448BOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4912797BOY
EOY5321961EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4913245BOY
EOY5321961EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY1030EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY1030EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4913245BOY
EOY5320931EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4913245BOY
EOY5320931EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4913245BOY
EOY5321961EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1JACKSONVILLE SYMPHONY ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
EIN596002520EIN
Type Of Organization501(C) (3)TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$245,444Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts245444SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
coRPORATE bonds85176F
CORPORATE STOCK488349F
LONE PINE CAPITAL, LLC2234758F
SEMPER VIC PARTNERS, L.P.2510686F
SMITH BARNEY MONEY MARKET2992F
FieldValueIRS element (for citing)
Total Of Book Value Securities5321961TotalOfBookValueSecurities
Total Revenue159786TotalRevenue
Total Expenses279306TotalExpenses
Excess Or Deficit For Year-119520ExcessOrDeficitForYear
Net Unrealized GL On Investments527206NetUnrealizedGLOnInvestments
Total Adjustments527206TotalAdjustments
Excess Or Deficit Per FS407686ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt686992TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments527206NetUnrealizedGainsInvestments
Revenue Not Rptd F990527206RevenueNotRptdF990
Revenue Subtotal159786RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990159786TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt279306TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal279306ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990279306TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11IS A COPY OF FORM 990 PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED? FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE BEFORE IT IS FILED WITH IRS. IT IS AVAILABLE TO THE BOARD OF DIRECTORS AFTER FILING.
Form 990, Part VI, Section C, line 19JACKSONVILLE SYMPHONY FOUNDATION, INC'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 300 WEST WATER STREET.
FORM 990, PART XI, LINE 2C:THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1JACKSONVILLE SYMPHONY ASSOCIATION iNCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1300 WEST WATER STREET STE 200AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32202ZIPCode
FieldValueIRS element (for citing)
EIN596002520EIN
Primary ActivitiesORCHESTRAL PERFORMANCESPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status170(b)(1)(A)(vi)PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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