2025-02-22T10:47:13-06:00 2024-06-30 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2023-07-01 260138249 COLORADO SYMPHONY FUND COLO 3036237876 1245 CHAMPA ST DENVER CO 80204 NORMAN WILSON TREASURER 3036237876 2025-02-21 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-02-20 2023 2025-03-06 01:10:19Z X STEVE BRETT 1245 CHAMPA ST DENVER CO 80204 89755727 0 X N/A X 2006 CO RAISE, HOLD, AND DISTRIBUTE FUNDS FOR THE OPERATING NEEDS OF COLORADO SYMPHONY ASSOCIATION. 5 5 0 5 0 0 10053 3828 0 0 2003828 2122840 0 0 2013881 2126668 3722305 2050956 0 0 0 0 0 0 0 78044 83789 3800349 2134745 -1786468 -8077 80382018 88769781 0 0 80382018 88769781 COLORADO SYMPHONY FUND'S PRIMARY PURPOSE IS TO SUPPORT THE COLORADO SYMPHONY ASSOCIATION ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS. 0 0 2050956 2050956 THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE, HOLD, AND ADMINISTER FUNDS FOR A PERMANENT ENDOWMENT FOR THE LONG-TERM OPERATING NEEDS OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS. 2050956 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 X 5 5 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CO X COREEN MILLER 3033082468 1245 CHAMPA ST DENVER CO 80204 X STEVE BRETT CHAIRMAN 1.00 0.00 X X 0 0 0 NORMAN WILSON TREASURER 1.00 0.00 X X 0 0 0 KIP WALLEN SECRETARY 1.00 10.00 X X 0 0 0 JAMES BUTLER TRUSTEE 1.00 10.00 X 0 0 0 WILLIAM WALLACE TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 3828 3828 1823568 1823568 87928331 87629059 299272 299272 299272 2126668 0 0 2122840 2050956 2050956 83789 83789 2134745 2050956 83789 0 600 600 79707043 88051094 674375 718087 80382018 88769781 0 0 X 600 600 80381418 88769181 80382018 88769781 80382018 88769781 X -8077 8352128 43712 X 0 1 X 1 0 X X 1 COLORADO SYMPHONY ASSOCIATION 840511458 7 1 2050956 0 1 2050956 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 80381418 3828 10434891 2050956 88769181 76088128 10053 8005542 3722305 80381418 86962371 16154 -9744555 1145842 76088128 25602380 54985393 7414691 1040093 86962371 25199796 869470 501860 968746 25602380 0.00000 1.00000 0.00000 0 0 0 X 10438719 8352128 43712 8395840 2042879 83789 83789 2126668 2050956 0 2050956 83789 83789 2134745 PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE SUPPORTING DISTRIBUTIONS (IF APPLICABLE) TO THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION, FOR PROGRAM SERVICES AND OTHER OPERATIONS. PART X, LINE 2: THE FUND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FUND WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 43,712. 1 COLORADO SYMPHONY ASSOCIATION 1000 14TH STREET 15 DENVER CO 80202 840511458 501(C)(3) 2050956 0 GENERAL SUPPORT 1 0 PART I, LINE 2: FUNDS ARE DISTRIBUTED DIRECTLY FROM THE SUPPORTING ORGANIZATION TO THE SUPPORTED ORGANIZATION AND DUE TO THE RELATIONSHIP OF THE ORGANIZATIONS, NO FURTHER MONITORING IS NECESSARY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF FIVE TO SEVEN DIRECTORS, AND THAT NUMBER SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF THE CORPORATION. A MAJORITY OF THE DIRECTORS SHALL BE DETERMINED AND APPOINTED BY THE BOARD OF TRUSTEES OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION (THE "APPOINTED DIRECTORS"). THE REMAINING DIRECTORS (THOUGH ALWAYS LESS THAN A MAJORITY OF THE DIRECTORS) SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION (THE "ELECTED DIRECTORS"). FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COLORADO SYMPHONY FUND (CSF) HAS A CONFLICT OF INTEREST POLICY COVERING OFFICERS, DIRECTORS, COMMITTEE MEMBERS, AND CERTAIN CONSULTANTS (IF APPROPRIATE). EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE FORM MUST BE SUBMITTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS OF INTEREST AND HANDLING WHAT IT DETERMINES TO BE ACTUAL CONFLICTS OF INTEREST. IF THE BOARD OF TRUSTEES OR RESPONSIBLE PERSON BECOMES AWARE THAT CSF IS ABOUT TO ENTER INTO OR MAKE ANY DECISION INVOLVING A CONFLICTING INTEREST TRANSACTION WITH THE RESPONSIBLE PERSON, A FAMILY MEMBER, A FRIEND, OR A RELATED ENTITY, THE RESPONSIBLE PERSON MUST: 1) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF CSF OF THE CONFLICT OF INTEREST 2) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING TO SUCH PERSON(S) ANY MATERIAL FACTS THAT BEAR ON THE ADVISABILITY OF THE TRANSACTION FROM THE STANDPOINT OF CSF AND 3) NOT PARTICIPATE IN THE DELIBERATION OR VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION, AND NOT ATTEMPT TO EXERT HIS OR HER INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, VIA MAIL, EMAIL, OR IN PERSON AT ITS OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 43,712. COLORADO SYMPHONY ASSOCIATION 1000 14TH STREET 15 DENVER CO 80202 840511458 PERFORMANCE OF SYMPHONIC CONCERTS CO 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0