PEORIA SYMPHONY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEORIA SYMPHONY FOUNDATION INC (EIN 37-1137073)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-13
- IRS object ID
- 202621039349101122
- Schema version
- 2024v5.5
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-13T15:06:30-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SW ADAMS STREET SUITE 1000 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371137073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEORIA SYMPHONY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOR | BusinessNameControlTxt |
| Phone | 3096711096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 STATE STREET | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH HERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3096711096 | PhoneNum |
| Signature | 2026-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL A CIGELNIK | PreparerPersonNm |
| PTIN | P00324762 | PTIN |
| Phone | 3096714500 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,380,061 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $522,201 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $712,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,829 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,858 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,959 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $473,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $473,973 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $10,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,715,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,790,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,790,188 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,959,066 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,105,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,105,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,770,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,380,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,380,061 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,770,990 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,380,061 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,770,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,380,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,770,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,380,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,770,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $247,511 | OtherIncreasesAmt |
| Subtotal | $4,380,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,380,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $229,656 | $242,624 | -$12,968 | -$12,968 |
| PUBLICLY TRADED SECURITIES | P | $298,627 | $197,992 | $100,635 | $100,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,946 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,903 | OverpaymentAmt |
| Applied To ES Tax | $3,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY MAROTTA EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3096711096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 STATE STREET | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY MAROTTA | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSHUA HERMAN | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARTHA HERM | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBERT PARKHURST | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | TREASURER | 0.50 | $0 | $0 | $0 |
| JAMES KIDDER | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | SECRETARY | 0.50 | $0 | $0 | $0 |
| FLORENCE BANWART | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DARYL DAGIT | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RON DAVIS | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR JOHN DAY | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREG GERONTES | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WALTER RUPPMAN | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR CARL SODERSTROM MD | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BILL WILSEN | ||||||||
| 101 STATE STREET | PEORIA | IL | 61602 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,441,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,526,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,526,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,473,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,043 | TotalTaxAmt |
| Distributable Before Adj | $171,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,308 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,014 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $386,695 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $43,308 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $343,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,497 | ExcessFromYear4Amt |
| Excess From Year3 | $75,483 | ExcessFromYear3Amt |
| Excess From Year2 | $55,014 | ExcessFromYear2Amt |
| Excess From Year1 | $50,898 | ExcessFromYear1Amt |
| Excess From Current Year | $133,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEORIA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 STATE STREET | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDE FUNDING FOR THE OPERATION OF PEORIA SYMPHONY ORCHESTRA. | GrantOrContributionPurposeTxt |
| Amt | $298,074 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,074 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,829 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PEORIA SYMPHONY ORCHESTRA | ||||||
| 1 | 101 STATE STREET | PEORIA | IL | 61602 | $400,000 | Yes (X) |
| EUGENE SWEENEY | ||||||
| 2 | 11301 N RHONDA WAY | DUNLAP | IL | 61525 | $100,001 | Yes (X) |
| JOHN DAY | ||||||
| 3 | 7334 N MANNING DRIVE | PEORIA | IL | 61614 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,717 | Amt |
| Net Investment Income | $2,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,858 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN N V UNSPONSRED ADR | $10,447 | $10,447 |
| AIA GROUP LTD SPON ADR | $15,138 | $15,138 |
| AIR LIQUIDE ADR | $8,306 | $8,306 |
| ALCON INC | $9,181 | $9,181 |
| ALFA LAVAL AB-UNSPONS ADR | $10,769 | $10,769 |
| ALLIANZ SE ADR | $20,802 | $20,802 |
| ASML HOLDING NV NY REG NEW | $15,740 | $15,740 |
| ASSA ABLOY AB UNSP ADR | $7,124 | $7,124 |
| ATLAS COPCO AS A ADR A NEW | $5,341 | $5,341 |
| BANCO BILBAO VIZ ARG SA ADS | $9,729 | $9,729 |
| BHP GROUP LIMITED ADR | $8,127 | $8,127 |
| BLACKROCK SYSTMC MULTI STRAT I | $183,548 | $183,548 |
| CALAMOS MARKET NEUTRAL INC I | $191,273 | $191,273 |
| CANADIAN NATL RAILWAY CO | $5,117 | $5,117 |
| CHUGAI PHARMACEUTIC UNSP ADR | $15,160 | $15,160 |
| CREDICORP LTD | $8,006 | $8,006 |
| DAIFUKU CO LTD ADR | $6,275 | $6,275 |
| DASSAULT SYSTEMS SA ADS | $15,042 | $15,042 |
| DBS GROUP HOLDINGS LTD SP | $28,632 | $28,632 |
| DISCO CORP ADR | $6,640 | $6,640 |
| DOUBLELINE TOTAL RETURN I | $238,439 | $238,439 |
| EPIROC AKTIEBOLAG ADR | $8,944 | $8,944 |
| FOMENTO ECONOMICO MEXICANO | $14,726 | $14,726 |
| GENMAB A S ADR | $4,318 | $4,318 |
| GRUPO FINANCIERO BANORTE SAB | $6,243 | $6,243 |
| HAIER SMART HOME CO LTD ADR | $6,612 | $6,612 |
| HALEON PLC ADR | $16,602 | $16,602 |
| HDFC BANK LTD ADR | $20,701 | $20,701 |
| INVESCO PREM US GOVT MNY INST | $895 | $895 |
| INVESCO PREM US GOVT MNY INST | $1,886 | $1,886 |
| INVESCO PREM US GOVT MNY INST | $2,200 | $2,200 |
| INVESCO PREM US GOVT MNY INST | $2,779 | $2,779 |
| INVESCO PREM US GOVT MNY INST | $2,401 | $2,401 |
| INVESCO PREM US GOVT MNY INST | $2,711 | $2,711 |
| INVESCO PREM US GOVT MNY INST | $1,839 | $1,839 |
| INVESCO PREM US GOVT MNY INST | $6,983 | $6,983 |
| INVESCO PREM US GOVT MNY INST | $4,991 | $4,991 |
| INVESCO PREM US GOVT MNY INST | $319 | $319 |
| INVESCO PREM US GOVT MNY INST | $50,000 | $50,000 |
| KOMATSU LTD SPON ADR NEW | $8,822 | $8,822 |
| L OREAL CO ADR | $15,344 | $15,344 |
| LINDE PLC | $9,127 | $9,127 |
| LORD ABBETT SHT DURATION INC I | $270,064 | $270,064 |
| MANULIFE FINANCIAL CORP | $11,761 | $11,761 |
| MERCADOLIBRE INC | $12,728 | $12,728 |
| NESTLE SPON ADR REP REG SHR | $13,072 | $13,072 |
| NETEASE.COM INC ADS | $7,881 | $7,881 |
| NOVARTIS AG ADR | $6,129 | $6,129 |
| NOVONESIS (NOVOZYMES) B ADR | $5,672 | $5,672 |
| PING AN INSURANCE ADR | $4,153 | $4,153 |
| PT TELEKOMUNIKASI INDONESIA | $5,827 | $5,827 |
| RIO TINTO PLC SPON ADR | $8,575 | $8,575 |
| ROCHE HOLDINGS ADR | $15,489 | $15,489 |
| RYANAIR HLDGS PLC ADR | $2,134 | $2,134 |
| SAFRAN SA | $6,339 | $6,339 |
| SAP AG | $20,818 | $20,818 |
| SCHNEIDER ELEC SA UNSP ADR | $16,486 | $16,486 |
| SHELL PLC ADR | $17,391 | $17,391 |
| SHIONOGI & CO LTD UNSPONS ADR | $6,501 | $6,501 |
| SONOVA HLDG AG UNSP ADR | $5,224 | $5,224 |
| SONY GROUP CORPORATION ADR | $17,440 | $17,440 |
| SYMRISE AG UNSPONS ADR | $6,618 | $6,618 |
| SYSMEX CORP UNSPON ADR | $6,492 | $6,492 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $25,593 | $25,593 |
| TENCENT HLDGS LTD UNSPON ADR | $12,836 | $12,836 |
| UNICHARM CORP UNSPON ADR | $919 | $919 |
| WESTERN ASSET CORE PLUS BD I | $276,767 | $276,767 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FT NORTH AMERICAN ENERGY INFRA | AT COST | $218,684 | $218,684 |
| ISHARES CORE S&P SMALL CAP E | AT COST | $688,244 | $688,244 |
| ISHARES CORE S&P SMALL CAP E | AT COST | $285,684 | $285,684 |
| ISHARES CORE S&P U.S. GROWTH | AT COST | $679,958 | $679,958 |
| VANGUARD FTSE EMERGING MARKETS | AT COST | $200,461 | $200,461 |
| VANGUARD INTL EQUITY INDEX FD | AT COST | $32,869 | $32,869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $7,917 | $3,959 | $0 | $3,958 |
| LICENSES, FEES & DUES | $215 | $0 | $0 | $215 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) ON INVESTMENTS | Desc |
| Amt | $247,511 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $36,032 | Amt |
| Net Investment Income | $36,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 | $15 |
| PY EXTENSION PAYMENT | $2,500 | $0 | $0 | $0 |