2026-05-13T10:47:48-05:00 2025-06-30 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990 2024-07-01 800030849 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC SOUT 2392746277 9311 COLLEGE PARKWAY FORT MYERS FL 33919 EDWARDO CASTRO TREASURER 2399103673 2026-05-11 1 1 JOSEPH L D'AMBROSIO CPA P01312424 2393349191 2024 2025-03-06 01:10:19Z X EDWARDO CASTRO 9311 COLLEGE PARKWAY FORT MYERS FL 33919 783852 0 X N/A X 2000 FL TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 8 6 0 8 0 0 7942 59889 0 0 176094 233371 0 1800 184036 295060 466204 742073 0 0 0 0 0 0 0 58450 59323 524654 801396 -340618 -506336 2999829 2540375 0 0 2999829 2540375 TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 0 0 731073 731073 THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 11000 11000 THE ORGANIZATION PROVIDES SCHOLARSHIPS TO VOCAL MUSIC STUDENTS TO ATTEND COLLEGE. 742073 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X EDWARDO CASTRO 2392746277 9311 COLLEGE PARKWAY FORT MYERS FL 33919 X KATHERINE CALDWELL DIRECTOR 1.00 X 0 0 0 EDWARDO CASTRO TREASURER 1.00 X X 0 0 0 ROZ LESSER DIRECTOR 1.00 X 0 0 0 GINA SABISTON DIRECTOR 1.00 X 0 0 0 THOMAS KRACMER VICE PRESIDENT 1.00 X X 0 0 0 DAVID HALL PRESIDENT 1.00 X X 0 0 0 JOHN WRIGHT DIRECTOR 1.00 X 0 0 0 JACK MARTIN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 59889 900 59889 53417 53417 1800 1800 668746 488792 179954 179954 179954 295060 0 0 235171 731073 731073 11000 11000 1500 1500 298 298 55000 55000 804 804 COMPETITION FEES 1584 1584 CORPORATE FEES 137 137 801396 742073 59323 0 17714 24318 200000 0 2781815 2514857 300 1200 2999829 2540375 0 0 X 2819529 2348200 180300 192175 2999829 2540375 2999829 2540375 -506336 46882 0 X 0 0 0 X X 1 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC 591350404 7 1 731073 0 1 731073 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION E, LINE 2A: THE SUPPORTING ORGANIZATION HAS A GRANT POLICY WHICH PROVIDES GUIDELINES FOR THE ANNUAL FUNDING OF THE SUPPORTED ORGANIZATION BASED ON THE VALUE OF THE ASSETS MANAGED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ORGANIZATION. THE SOLE FUNCTION OF THE ORGANIZATION IS TO MANAGE THESE ASSETS FOR THE SUPPORTED ORGANIZATION AND DISTRIBUTE FUNDING TO THE SUPPORTED ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PURPOSE. PART IV, SECTION E, LINE 2B: ALL FUNDS OF THE SUPPORTING ORGANIZATION ARE MANAGED ON BEHALF OF THE SUPPORTED ORGANIZATION AND DISTRIBUTED TO THE SUPPORTED ORGANIZATION IN ACCORDANCE WITH THE GRANT POLICY IN DIRECT FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. ALL ACTIVITIES OF THE ORGANIZATION ARE ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD NORMALLY BE INVOLVED IF NOT FOR THE EXISTENCE OF THE SUPPORTING ORGANIZATION. PART IV, SECTION D, LINE 3: THE ORGANIZATION'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS AT ALL TIMES DURING THE YEAR. IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S BYLAWS, THE TREASURER OF THE SUPPORTED ORGANIZATION IS REQUIRED TO SERVE ON THE BOARD OF THE SUPPORTING ORGANIZATION. THE INVESTMENT COMMITTEE OF THE SUPPORTING ORGANIZATION IS COMPRISED OF AN INDEPENDENT CONSULTANT, TWO MEMBERS OF THE BOARD, AND ONE BOARD MEMBER OF THE SUPPORTED ORGANIZATION. THIS COMMITTEE IS RESPONSIBLE FOR MAKING INVESTMENT RECOMMENDATIONS TO THE SUPPORTING ORGANIZATION'S BOARD IN ACCORDANCE WITH THE INVESTMENT POLICY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2999829 59889 282053 742073 59323 2540375 3156474 7942 360067 466204 58450 2999829 2898185 353910 323681 415000 4302 3156474 3472918 31600 -381494 219650 5189 2898185 2229695 677366 704946 118000 21089 3472918 0.92000 0.00000 0.08000 0 0 0 PART V, LINE 4: THE ORGANIZATION WILL DILIGENTLY AND PRUDENTLY GENERATE, ACCEPT, INVEST AND MANAGE DONATED ENDOWMENT ASSETS AND DISTRIBUTE FUNDS THEREFROM ON A PERIODIC BASIS TO SUPPORT THE OPERATIONS, GOALS AND OBJECTIVES OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 0 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC 9311 COLLEGE PARKWAY FORT MYERS FL 33919 591350404 501(C)(3) 731073 0 ANNUAL DRAW / AWARDS TO SUPPORT PROGRAMS, OPERATIONS AND TAX-EXEMPT PURPOSE 1 SCHOLARSHIPS 6 11000 FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA PREPARES AND REVIEWS THE FORM 990 WITH THE TREASURER. EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY REVIEW AND RENEW / CONFIRM THEIR ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CURRENTLY HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHORUS ASSOCIATION INC 9311 COLLEGE PARKWAY FORT MYERS FL 33919 591350404 MUSIC / EDUCATION FL 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC B 731073 CASH SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC P 55000 CASH