2011-03-11T15:56:57-06:00 2010-07-31 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2009-08-01 326004523 FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TRUST FLOR 9419534252 709 N TAMIAMI TRAIL SARASOTA FL 34236 GERALD ELDEN 9419534252 2011-03-08 1 Rebecca U Stoner 9413654617 2009 2016-02-24 21:20:13Z GERALD ELDEN 709 N TAMIAMI TRAIL SARASOTA FL 34236 5543540 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. 5 5 0 0 0 0 73868 56270 0 -1903585 -34583 0 -1829717 21687 1000000 890000 0 0 0 0 101897 82127 1101897 972127 -2931614 -950440 17956416 19504484 1191897 907863 16764519 18596621 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 890000 DISTRIBUTIONS AS TRANSFERS WERE MADE TO THE FLORIDA WEST COAST SYMPHONY FOR THE BENEFIT OF THE SYMPHONY, A 501(C)(3) ORGANIZATION. 890000 1 1 0 0 0 0 0 0 1 1 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X JEAN ANDREWS CONTROLLER 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 ARNOLD HOFFMAN 1.00 X 0 0 0 MORT SIEGLER 1.00 X 0 0 0 GERALD ELDEN 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 56270 56270 405323 405323 5081947 5521853 -439906 -439906 -439906 21687 0 0 -34583 890000 890000 82127 82127 972127 890000 82127 0 306233 215548 12361 12846 15960693 16926516 1677129 2349574 17956416 19504484 1191897 907863 1191897 907863 X -1179536 54048 17944055 18542573 16764519 18596621 17956416 19504484 X 0 1 1 X 0 X X X 0 0 0 FLORIDA WEST COAST SYMPHONY INC 592603081 7 1 1 1 890000 1 890000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16764519 56270 1798894 890000 -949065 82127 18596621 20738350 73868 -2945802 1000000 101897 16764519 0.00290 0.99710 0 0 0 Charitable remainder trusts 494515 DUE FROM OTHER FUNDS 1855059 2349574 DUE TO OTHER FUNDS 905994 DUE TO FLORIDA WEST COAST SYMPHONY 1869 907863 21687 972127 -950440 1826988 -501924 1325064 374624 7653404 1826988 5886856 7713844 -60440 82127 82127 21687 7278780 7278780 7278780 0 82127 890000 972127 972127 Part V, Line 4: Description of Intended Use of Endowment Funds: Funds will be used by the Orchestra as defined in the Endowment Trust Agreement. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 11563. Net Income of Symphony (FEIN 59-2603081) from Consolidated FS: -1403487. Transfer to Symphony (FEIN 59-2603081): 890000. Part XII, Line 2d - Other Adjustments: Revenue of Symphony (FEIN 59-2603081) from Consolidated FS: 5875293. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT: 11563. Part XIII, Line 2d - Other Adjustments: EXPENSES of Symphony (FEIN 59-2603081) from Consolidated FS: 7278780. Part XIII, Line 4b - Other Adjustments: TRANSFERS TO Symphony (FEIN 59-2603081): 890000. 1 FLORIDA WEST COAST SYMPHONY INC 709 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592603081 501(c)(3) 890000 GENERAL 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. 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 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0