2024-01-15T08:58:53-06:00 2023-06-30 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990 2022-07-01 800030849 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC SOUT 2399103673 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 DAVID CARLETON HALL TREASURER 2399103673 2024-01-15 1 DAVID CARLETON HALL 999009999 1 JOSEPH L D'AMBROSIO CPA P01312424 2393349191 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID CARLETON HALL 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 2580353 0 X WWW.SWFLSO.ORG/ENDOWMENT-FUND X 2000 FL TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 9 6 0 9 0 0 31600 353910 0 0 175116 563682 0 0 206716 917592 219650 415000 0 0 0 0 0 0 0 5189 4302 224839 419302 -18123 498290 2959835 3156474 61650 0 2898185 3156474 TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 0 0 398000 398000 THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. 17000 17000 THE ORGANIZATION PROVIDES SCHOLARSHIPS TO VOCAL MUSIC STUDENTS TO ATTEND COLLEGE. 415000 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 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DAVID CARLETON HALL 2399103673 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 X KATHERINE CALDWELL DIRECTOR 1.00 X 0 0 0 ROBERT DIEFENBACH DIRECTOR 1.00 X 0 0 0 CYNTHIA DUFF DIRECTOR 1.00 X 0 0 0 SCOTT GREGORY SECRETARY 1.00 X X 0 0 0 DAVID CARLETON HALL TREASURER 1.00 X X 0 0 0 TOM KRACMER VICE PRESIDENT 1.00 X X 0 0 0 COREY VERTICH 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 325000 28910 353910 79181 79181 2087188 60074 1662761 0 424427 60074 484501 424427 60074 917592 424427 0 139255 398000 398000 17000 17000 1864 1864 783 783 COMPETITION FEES 1519 1519 CORPORATE FEES 136 136 419302 415000 4302 0 232992 132935 2726543 3023239 300 300 2959835 3156474 61650 0 61650 0 X 2725272 2984636 172913 171838 2898185 3156474 2959835 3156474 498290 -240001 0 X 0 0 0 X X 1 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC 591350404 7 1 398000 0 1 398000 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 2898185 353910 323681 415000 0 4302 3156474 3472918 31600 -381494 219650 0 5189 2898185 2229695 677366 704946 118000 0 21089 3472918 2443624 15100 39245 256000 0 12274 2229695 2563925 2100 170030 257000 777 34654 2443624 0.95000 0.05000 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 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 591350404 501(C)(3) 398000 0 ANNUAL DRAW / AWARDS SCHOLARSHIPS 6 17000 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 7500 COLLEGE PKWY STE 200 FORT MYERS FL 33907 591350404 MUSIC / EDUCATION FL 501(C)(3) LINE 10 N/A 0 0 1 1 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 398000 CASH SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC C 325000 CASH SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC P 1864 CASH