2011-11-08T08:55:13-06:00 2011-06-30 CLIFTON GUNDERSON LLP 301 SW ADAMS STREET BOX 1835 PEORIA IL 616561835 990 2010-07-01 371137073 PEORIA SYMPHONY FOUNDATION INC PEOR 3096372787 203 HARRISON STREET PEORIA IL 61602 JUDY FURNISS 3096372787 2011-11-07 1 SAMUEL A CIGELNIK 3096714500 2010 2016-02-24 21:20:13Z JUDY FURNISS 203 HARRISON STREET PEORIA IL 61602 1041704 0 X N/A X 1982 IL TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. 13 13 0 0 0 0 24408 114112 0 0 102624 235104 0 0 127032 349216 119055 221674 0 0 0 0 0 0 0 29221 31679 148276 253353 -21244 95863 2933271 3509906 0 0 2933271 3509906 TO ENCOURAGE THE PERFORMANCE OF ORCHESTRA MUSIC IN THE COMMUNITY. 0 0 221674 221674 PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. 221674 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 IL X JUDY FURNISS EXEC DIRECTOR 3096917131 203 HARRISON ST PEORIA IL 61602 X WALTER RUPPMAN 0.50 X 0 0 0 SID BANWART 0.50 X 0 0 0 RONALD L HENDERSON 0.50 X 0 0 0 KARL KUPPLER 0.50 X 0 0 0 WILLIAM WILSEN 0.50 X 0 0 0 JOHN BLOSSOM 0.50 X 0 0 0 FRED FREDERICK 0.50 X 0 0 0 STAN BUTLER 0.50 X 0 0 0 RENNIE ATTERBURY III 0.50 X 0 0 0 WAYNE BAUM 0.50 X 0 0 0 ROLAND LITTERST 0.50 X 0 0 0 REX LINDER 0.50 X 0 0 0 MARK MATUSZAK 0.50 X 0 0 0 JUDY FURNISS 40.00 X X 0 78000 8240 0 78000 8240 0 0 0 0 0 114112 114112 63877 63877 863715 692488 171227 171227 171227 349216 171227 0 63877 221674 221674 6800 6800 INVESTMENT FEES 22220 22220 MISCELLANEOUS EXPENSES 1828 1828 TRUST ADMINISTRATIVE FE 831 831 253353 221674 31679 0 140353 362080 13675 10675 1251133 1371754 1528110 1765397 2933271 3509906 0 0 X 2933271 3509906 2933271 3509906 2933271 3509906 X 95863 480772 X 0 0 0 X 28645 55972 22556 8303 97503 212979 28645 55972 22556 8303 97503 212979 212979 78386 87975 87224 69244 63877 386706 599685 0.35520 0.27070 X ORGANIZATIONS THAT FAIL TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST MAY STILL QUALIFY AS PUBLICLY SUPPORTED UNDER SECTION 509(A)(1) BY MEETING A FACTS AND CIRCUMSTANCES TEST, WHEREBY THE ORGANIZATION MUST MEET THE FOLLOWING CRITERIA:A. TOTAL GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION IS AT LEAST 10 PERCENT OF TOTAL SUPPORT,B. THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF SUPPORT FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, OR FROM OTHER PUBLICLY SUPPORTED ORGANIZATIONS, ANDC. OTHER FACTS AND CIRCUMSTANCES REGARDING THE ORGANIZATION INDICATE THAT THE ORGANIZATION IS PUBLIC IN NATURE, SUCH AS THE PUBLIC NATURE OF ITS GOVERNING BOARD, HOW BROAD ITS SUPPORT IS, THE EXTENT TO WHICH ITS FACILITIES AND PROGRAMS ARE AVAILABLE TO THE PUBLIC, AND WHETHER ITS ACTIVITIES ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTEREST OR PURPOSE.PEORIA SYMPHONY FOUNDATION, INC. FAILS TO MEET THE 33 1/3 PERCENT-OF-SUPPORT TEST, BUT STILL QUALIFIES FOR TREATMENT AS A PUBLICLY SUPPORTED ORGANIZATION DUE TO THE FOLLOWING FACTS AND CIRCUMSTANCES:A. THE TOTAL GOVERNMENTAL AND PUBLIC SUPPORT FOR TAX YEAR 2010 IS 35.31% OF TOTAL SUPPORT, WHICH EXCEEDS THE 10% MINIMUM. FOR TAX YEARS 2009, 2008 AND 2007, TOTAL GOVERNMENTAL AND PUBLIC SUPPORT WAS 27.07%, 27.37% AND 22.8124%, RESPECTIVELY, OF TOTAL SUPPORT.B. THE ORGANIZATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS.C. THE ORGANIZATION MAINTAINS A BROADLY REPRESENTED BOARD OF DIRECTORS WITH 13 MEMBERS.D. THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS.E. THE ORGANIZATION PROVIDES GRANT AND ALLOCATIONS ONLY TO THE PEORIA SYMPHONY ORCHESTRA, WHICH PERMITS PUBLIC ACCESS TO ITS PROGRAMS AND PROVIDES THE PERFORMANCE OF ORCHESTRA MUSIC TO THE COMMUNITY.F. THE ORGANIZATIONS ACTIVITIES APPEAL TO PERSONS WITH BROAD COMMON INTERESTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 1765397 F 1765397 0 PEORIA SYMPHONY ORCHESTRA 203 HARRISON STREET PEORIA IL 61602 370901338 501(C)(3) 221674 PROVIDE FUNDING FOR THE PEORIA SYMPHONY ORCHESTRA. FORM 990, PART VI, SECTION A, LINE 8B DUE TO THE SMALL SIZE OF THE BOARD, THERE ARE NO COMMITTEES IN THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE INTERNAL ACCOUNTANT AND EXECUTIVE DIRECTOR PRIOR TO SIGNATURE. IT IS THEN DELIVERED TO OFFICERS FOR SIGNATURES. FORM 990, PART VI, SECTION B, LINE 12C WHEN SITUATIONS ARISE THAT ARE OF POSSIBLE CONFLICT, THEY ARE ADDRESSED AT THE BOARD LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. HOURS FOR RELATED ORGANIZATIONS: FORM 990, SECTION VII, LINE 1A, COLUMN B: JUDY FURNISS IS THE EXECUTIVE DIRECTOR FOR TWO ORGANIZATIONS, PEORIA SYMPHONY FOUNDATION, INC. AND PEORIA SYMPHONY ORCHESTRA. HER 40-HOUR WORK WEEK IS SPLIT BETWEEN BOTH ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 480,772. PEORIA SYMPHONY ORCHESTRA 203 HARRISON STREET PEORIA IL 61602 370901338 ARTS EDUCATION IL 501(C)(3) 9 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEORIA SYMPHONY ORCHESTRA B 221674 VALUE OF GRANT