2024-05-15T16:49:31-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 262741009 PHOENIX SYMPHONY SUPPORT FOUNDATION PHOE 6024951117 1 NORTH FIRST STREET SUITE 200 PHOENIX AZ 85004 PETER KJOME CEO 6024951117 2024-05-14 1 PETER KJOME 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER KJOME 1 NORTH FIRST STREET SUITE 200 PHOENIX AZ 85004 3198011 0 X N/A X 2007 AZ TO SAFEGAURD AND INVEST THE ENDOWMENT FUND AND TO MAKE ANNUAL DISTRIBUTIONS TO THE PHOENIX SYMPHONY ACCORDING TO THE BYLAWS OF THE CORPORATION 4 3 0 2 0 0 0 0 0 0 12127 5511 0 0 12127 5511 10600 10500 0 0 0 0 0 0 0 13230 2341 23830 12841 -11703 -7330 356637 362646 4455 4455 352182 358191 TO SAFEGAURD AND INVEST THE ENDOWMENT FUND TO MAKE ANNUAL DISTRIBUTIONS TO THE PHOENIX SYMPHONY ACCORDING TO THE BYLAWS OF THE CORPORATION 0 0 10500 10500 THE ENDOWMENT FUNDS ARE HELD AND INVESTED IN SUPPORT OF PHOENIX SYMPHONY ASSOCIATION (PSA) AND TO MAKE ANNUAL DISTRIBUTIONS IN SUPPORT OF THE GENERAL OPRTATIONS OF THE PSA. 10500 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 X 4 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X PHOENIX SYMPHONY SUPPORT FOUNDATION 6024951117 1 NORTH FIRST STREET SUITE 200 PHOENIX AZ 85004 SUSAN W HAAG TREASURER 1.00 40.00 X X 0 110142 15768 KEVIN MORIARTY BOARD CHAIR 1.00 1.00 X X 0 0 0 ELLIOT MINSKER DIRECTOR 1.00 1.00 X 0 0 0 PETER KJOME PRESIDENT/CEO 1.00 40.00 X X 0 0 0 SUZANNE WILSON PRESIDENT/CEO 1.00 40.00 X 0 310795 10471 0 420937 26239 0 0 1 0 0 3719 3719 3194292 3192500 1792 1792 1792 5511 0 0 5511 10500 10500 ADMINISTRATIVE EXPENSES 2341 2341 12841 10500 2341 0 239807 245816 116830 116830 356637 362646 4455 4455 4455 4455 X -4234 -4234 356416 362425 352182 358191 356637 362646 -7330 13339 0 X 0 1 X 1 0 X X 1 PHOENIX SYMPHONY 866000134 7 1 10500 0 1 10500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 356416 18850 10500 2341 362425 386965 -17926 10600 2023 356416 221899 116609 61227 10600 2170 386965 238787 -2839 11800 2249 221899 264971 7106 30000 3290 238787 1.00000 1 0 0 INVESTMENTS HELD AT AZ COMMUNITY FOUNDATION 245816 F 245816 DUE FROM PHOENIX SYMPHONY 116830 116830 DUE TO PHOENIX SYMPHONY 4455 4455 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD AND INVESTED IN SUPPORT OF PHOENIX SYMPHONY ASSOCIATION (PSA) AND TO MAKE ANNUAL DISTRIBUTIONS IN SUPPORT OF THE GENERAL OPRTATIONS OF THE PSA. PART X, LINE 2: THE SYMPHONY RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2023, THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 PHOENIX SYMPHONY ASSOCIATION 1 NORTH FIRST STREET SUITE 200 PHOENIX AZ 85004 866000134 501(C)3 10500 0 GENERAL SUPPORT 1 PART I, LINE 2: GRANTS ARE MADE TO PHOENIX SYMPHONY ASSOCIATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION. 0 0 0 0 0 0 0 0 0 SUZANNE WILSON PRESIDENT/CEO 0 185795 0 125000 0 0 0 10471 0 0 0 321266 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION'S BOARD OF DIRECTORS USING INFORMATION FROM THE LEAGUE OF AMERICAN SYMPHONY ORCHESTRAS PLUS INPUT FROM LOCAL EMPLOYMENT AGENCIES. THE BOARD CHAIR OF THE RELATED ORGANIZATION CONDUCTS A PERFORMANCE REVIEW ANNUALLY. FORM 990, PART VI, SECTION A, LINE 3 THE PHOENIX SYMPHONY ASSOCIATION PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION. THE FOUNDATION REIMBURSES THE ASSOCIATION FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL ONLY BE A SINGLE MEMBER OF THE FOUNDATION. PHOENIX SYMPHONY ASSOCIATION SHALL BE THE INITAL MEMBER AND SHALL SERVE UNTIL SUCH TIME AS IT CEASES TO BE A QUALIFIED ORGANIZATION, THE BOARD MEMBERS OF THE FOUNDATION SHALL SELECT ANOTHER QUALIFIEID OGANIZATION TO SERVE AS THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL BE ENTITLED TO APPOINT THE DIRECTORS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL HAVE THE GENERAL CHARGE OF AFFAIRS, PROPERTY AND ASSETS OF THE FOUNDATION, HOWEVER, THE MEMBER HAS TO APPROVE LIQUIDATION OR DISSOLUTION, MERGER, CONSOLIDATION OR TRANSFER OF SUBSTANTIALLY ALL THE ASSETS AND REPEAL, MODIFICATION, AMENDMENT, IN WHOLE OR IN PART, OR ADDITION TO THE ARTICLES OF INCORPORATION OR BYLAWS OR ADOPTION OF NEW ARTICLES OF INCORPORATION OR NEW BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED VIA EMAIL TO ALL BOARD MEMBERS AND COMMENTS, IF ANY, ARE ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. ANNUALLY EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE IS REQUIRED TO SIGN AND DISCLOSE ANY CONFLICTS, IF APPLICABLE, IF A POTENTIAKL CONFLICT EXISTS THE INTERESTED PERSON IS EXCLUDED FROM THE DISCUSSION AND VOTE FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAD AVAILABLE TO THE PUNLIC UPON REQUEST PHOENIX SYMPHONY ASSOCIATION 1 NORTH FIRST STREET SUITE 200 PHOENIX AZ 85004 866000134 SYMPHONY AZ 501(C) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0