SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-03-11
IRS object ID: 201130709349300203
Schema version: 2009v1.7
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	2011-03-11T07:51:51-06:00	Timestamp
Tax Period End Date	2010-06-30	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	2009-07-01	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	AddressLine1
Address Line2	ROOM/SUITE 4-403	AddressLine2
City	FORT MYERS	City
State	FL	State
ZIP Code	33919	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID HALL	Name
Title	TREASURER	Title
Phone	2394180996	Phone
Date Signed	2011-03-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SHARON M THOMPSON	Name
Phone	2399392233	Phone
Date Prepared	2011-03-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1448097	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.SWFLSO.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1961	YearFormation
Activity Or Mission Description	TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND MUSIC EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	178	TotalNbrEmployees
Total Nbr Volunteers	315	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	725064	ContributionsGrantsPriorYear
Contributions Grants Current Year	520430	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	602925	ProgramServiceRevenuePriorYear
Program Service Revenue CY	615646	ProgramServiceRevenueCY
Investment Income Prior Year	27801	InvestmentIncomePriorYear
Investment Income Current Year	-14909	InvestmentIncomeCurrentYear
Other Revenue Prior Year	87165	OtherRevenuePriorYear
Other Revenue Current Year	187841	OtherRevenueCurrentYear
Total Revenue Prior Year	1442955	TotalRevenuePriorYear
Total Revenue Current Year	1309008	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	562359	SalariesEtcPriorYear
Salaries Etc Current Year	567943	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	191254	TotalFundrsngExpCurrentYear
Other Expense Prior Year	993041	OtherExpensePriorYear
Other Expenses Current Year	1055416	OtherExpensesCurrentYear
Total Expenses Prior Year	1555400	TotalExpensesPriorYear
Total Expenses Current Year	1623359	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-112445	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-314351	RevenuesLessExpensesCY
Total Assets BOY	1067250	TotalAssetsBOY
Total Assets EOY	822250	TotalAssetsEOY
Total Liabilities BOY	682505	TotalLiabilitiesBOY
Total Liabilities EOY	692823	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	384745	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	129427	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND MUSIC EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1116033	Expense
Revenue	1309008	Revenue
Description	TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND MUSIC EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. ORGANIZED CLASSICAL CONCERTS AND CHOIR PERFORMANCES BRINGING THE GIFT OF MUSIC TO VARIOUS COMMUNITY CENTERS AND SCHOOLS THROUGHOUT SOUTHWEST FLORIDA. THE SOUTHWEST FLORIDA SYMPHONY IS DEDICATED TO EDUCATION THROUGH YOUTH PROGRAMS SUCH AS ENSEMBLES IN SCHOOLS, THE YOUNG ARTIST COMPETITION, AND THE VIOLIN WORKSHOP. OTHER PROGRAMS INCLUDE THE AROUND THE TOWN SERIES, STAINED GLASS SERIES, AND SANIBEL SERIES WHICH SUPPORT THE CULTURAL COMMUNITY.	Description
Total Program Service Expense	1116033	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	140	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	178	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	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	true	Form8282PropertyDisposedOf
Number Of8282 Filed	1	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
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	true	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
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
RACHEL COX
TRUSTEE	1.00	X	0	0	0
ROBERT DIEFENBACK
TRUSTEE	1.00	X	0	0	0
BRUCE GALBRAITH
TRUSTEE	1.00	X	0	0	0
SCOTT P GREGORY
PRESIDENT	1.00	X	0	0	0	X
DAVID CARLETON HALL
TREASURER	1.00	X	0	0	0	X
KATHERINE HENRICKS
TRUSTEE	1.00	X	0	0	0
ROBERT HICKS
TRUSTEE	1.00	X	0	0	0
DON KING
TRUSTEE	1.00	X	0	0	0
CHRISTINE LA CROIX
2ND VP	1.00	X	0	0	0	X
TONI RAE MATHER
SECRETARY	1.00	X	0	0	0	X
GEORGE A MINER
TRUSTEE	1.00	X	0	0	0
DOROTHY MUNSCH
TRUSTEE	1.00	X	0	0	0
JB NOVELLI
TRUSTEE	1.00	X	0	0	0
VALERIE PELLEGRINO
TRUSTEE	1.00	X	0	0	0
CAROL S ROBINSON
TRUSTEE	1.00	X	0	0	0
PAMELA TEMPLETON
TRUSTEE	1.00	X	0	0	0
J THOMAS UHLER
TRUSTEE	1.00	X	0	0	0
SHIRLEY MARSH
TRUSTEE	1.00	X	0	0	0
REIKO NIIYA
TRUSTEE	1.00	X	0	0	0
ROBERT STEWART
TRUSTEE	1.00	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	5500	GovernmentGrants
All Other Contributions	514930	AllOtherContributions
Total Contributions	520430	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONCERT TICKET SALES	601396	601396
PROGRAM ADVERTISING	14250	14250

Field	Value	IRS element (for citing)
Total Program Service Revenue	615646	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	14180	TotalRevenueColumn
Exclusion	$14,180	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	110000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	139089	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-29089	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-29089	TotalRevenueColumn
Exclusion	-$29,089	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	155891	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	155891	TotalRevenueColumn
Related Or Exempt Function Income	155891	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Total Revenue Column	31950	TotalRevenueColumn
Exclusion	$31,950	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	31950	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1309008	TotalRevenueColumn
Related Or Exempt Function Income	771537	RelatedOrExemptFunctionIncome
Exclusion	$17,041	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	416499	Total
Program Services	227886	ProgramServices
Management And General	114514	ManagementAndGeneral
Fundraising	74099	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	78779	Total
Program Services	29765	ProgramServices
Management And General	36456	ManagementAndGeneral
Fundraising	12558	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	72665	Total
Program Services	49597	ProgramServices
Management And General	10110	ManagementAndGeneral
Fundraising	12958	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9360	Total
Management And General	9360	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	14063	Total
Management And General	14063	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	96728	Total
Program Services	96728	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	180171	Total
Program Services	51335	ProgramServices
Management And General	81360	ManagementAndGeneral
Fundraising	47476	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	111380	Total
Program Services	93780	ProgramServices
Management And General	12800	ManagementAndGeneral
Fundraising	4800	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	38020	Total
Program Services	38020	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	10890	Total
Management And General	10890	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	9939	Total
Program Services	7668	ProgramServices
Management And General	2070	ManagementAndGeneral
Fundraising	201	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	6621	Total
Management And General	6621	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising	Management And GeneralManagementAndGeneral
MUSICIANS & GUEST ARTISTS	443777	443777
SOCIETY FUNDRAISING EXP	39162		39162
COACHES & ACCOMPANISTS	28781	28781
MUSIC EXPENSES & FEES	20847	20847
BANK CHARGES & CREDIT CAR	17828			17828

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	27849	Total
Program Services	27849	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1623359	Total
Program Services	1116033	ProgramServices
Management And General	316072	ManagementAndGeneral
Fundraising	191254	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	146250	BOY
EOY	3098	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	73893	BOY
EOY	40907	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	97658	BOY
EOY	68605	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	32969	BOY
EOY	64482	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	153128	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	101984	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	181668	BOY
EOY	51144	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	534812	BOY
EOY	594014	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1067250	BOY
EOY	822250	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	37227	BOY
EOY	123458	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	334148	BOY
EOY	321155	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	284190	BOY
EOY	221270	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	682505	BOY
EOY	692823	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-466217	BOY
EOY	-468412	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	28047	BOY
EOY	3825	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	822915	BOY
EOY	594014	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	384745	BOY
EOY	129427	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1067250	BOY
EOY	822250	EOY

Field	Value	IRS element (for citing)
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	792366	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	862997	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	991282	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	725064	CurrentTaxYearMinus1Year
Current Tax Year	520430	CurrentTaxYear
Total	3892139	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	667050	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	577223	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	667909	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	602925	CurrentTaxYearMinus1Year
Current Tax Year	771537	CurrentTaxYear
Total	3286644	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year	31950	CurrentTaxYear
Total	31950	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1459416	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1440220	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1659191	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1327989	CurrentTaxYearMinus1Year
Current Tax Year	1323917	CurrentTaxYear
Total	7210733	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	130900	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	48587	CurrentTaxYearMinus3Years
Total	179487	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	652031	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	562571	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	650668	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	589545	CurrentTaxYearMinus1Year
Current Tax Year	410465	CurrentTaxYear
Total	2865280	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	782931	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	611158	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	650668	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	589545	CurrentTaxYearMinus1Year
Current Tax Year	410465	CurrentTaxYear
Total	3044767	Total

Field	Value	IRS element (for citing)
Public Support Total509	4165966	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	33508	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	23791	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	49335	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	479	CurrentTaxYearMinus1Year
Current Tax Year	14180	CurrentTaxYear
Total	121293	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	33508	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	23791	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	49335	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	479	CurrentTaxYearMinus1Year
Current Tax Year	14180	CurrentTaxYear
Total	121293	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	8954	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1159	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15605	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	9486	CurrentTaxYearMinus1Year
Total	35204	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1501878	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1465170	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1724131	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1337954	CurrentTaxYearMinus1Year
Current Tax Year	1338097	CurrentTaxYear
Total	7367230	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.56550	PublicSupportPercentage509
Prior Year Support Percentage	0.52800	PriorYearSupportPercentage
Investment Income Percentage	0.02000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02000	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	3415	OtherCostOrOtherBasis
Depreciation	1764	Depreciation
Book Value	1651	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	149713	OtherCostOrOtherBasis
Depreciation	100220	Depreciation
Book Value	49493	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	51144	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	COMMUNITY FOUNDATION	Description
Book Value	594014	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	594014	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

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SOCIETY FUNDRAI	NameOfEvent1
Gross Receipts Event1	155891	GrossReceiptsEvent1
Gross Revenue Event1	155891	GrossRevenueEvent1
Gross Receipts Total	155891	GrossReceiptsTotal
Gross Revenue Total Events	155891	GrossRevenueTotalEvents
Net Income Summary	155891	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	ARTICLE VI STATES THAT MEMBERSHIP SHALL CONSIST OF ANY PERSON OR ENTITY WHICH MAKES A FINANCIAL CONTRIBUTION TO THE ORGANIZATION.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	ARTICLE VI STATES THAT MEMBERSHIP SHALL CONSIST OF ANY PERSON OR ENTITY WHICH MAKES A FINANCIAL CONTRIBUTION TO THE ORGANIZATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THE EXECUTIVE BOARD PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE PRESIDENT OVERSEES COMPLIANCE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION FOR TOP MANAGEMENT IS APPROVED BY THE EXECUTIVE BOARD OF DIRECTORS. SALARY PROPOSALS ARE COMPARED TO OTHER ORGANIZATION COMPENSATION AND IS WRITTEN INTO THE ANNUAL BUDGET WHICH IS ALSO APPROVED BY THE BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	OTHER KEY EMPLOYEES INCLUDE MUSICIANS WHOSE SALARIES ARE NEGOTIATED PER A UNION AGREEMENT WHICH IS CONCURRENTLY APPROVED BY THE BOARD OF DIRECTORS.
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.

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	501	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)
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