Nonprofit · EIN 32-6004523
FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR
Also known as RICE ERNEST RICE TTEE
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $2,350,541 | $1,867,350 | $483,191 | $37,355,631 | $0 | $37,355,631 |
| July 31, 2024 | 990 | $2,572,237 | $1,721,137 | $851,100 | $35,266,118 | $0 | $35,266,118 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $969,189
- Program service revenue
- $0
- Investment income
- $1,381,352
- Net gain from sales of assets
- $642,523
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,758,698
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,758,698
- Management and general (functional)
- $108,652
Balance sheet and other
- Total assets, start of year
- $35,266,118
- Total assets, end of year
- $37,355,631
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,355,631
- Publicly traded securities
- $36,421,042
- Net assets with donor restrictions
- $37,355,631
- Gross receipts
- $2,564,482
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2000
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Joseph McKenna | President and CEO - FWCS Officer | 2 | $0 | $281,144 | $64,913 |
| Rose-Anne Frano | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jack Buhsmer | Director Trustee or director | 2 | $0 | $0 | $0 |
| Lois Stulberg | Director Trustee or director | 2 | $0 | $0 | $0 |
| Peter Kretzmer | Director Trustee or director | 2 | $0 | $0 | $0 |
| Skip Sack | Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS Officer | 2 | $0 | $259,544 | $47,057 |
| LOIS STULBERG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JACK BUHSMER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROSE-ANNE FRANO | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SKIP SACK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PETER KRETZMER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 709 N TAMIAMI TRL, SARASOTA, FL 34236-4047
- Principal officer (990 for 2024)
- Joseph McKenna, 709 N Tamiami Trail, Sarasota, FL 34236
- Signed the 990
- Joseph McKenna, CEO
- Phone
- (941) 953-4252
- Website
- www.sarasotaorchestra.org
- Return prepared by
- Mauldin & Jenkins LLC
Mission
To have, to hold and to manage an endowment fund for the benefit of the Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra, a 501(c)(3) organization.
Program accomplishments
- Distributions as transfers were made to the Florida West Coast Symphony for the benefit of the Symphony, a 501(c)(3) organization.Expenses $1,758,698 · grants $1,758,698
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 32-6004523
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $37,355,631
- Income (IRS master file)
- $2,564,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $2,350,541 | $1,867,350 | $37,355,631 | XML |
| 990 | July 2024 | $2,572,237 | $1,721,137 | $35,266,118 | XML |
| 990 | July 2023 | $572,931 | $1,400,795 | $32,488,741 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 32-6004523).
Questions about FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR
- What is the EIN of FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR?
- The employer identification number (EIN) of FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR is 32-6004523.
- Is FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR?
- The 990 for the year ended July 31, 2025 names Joseph McKenna.
- Who are the officers and directors of FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR?
- The 990 for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $2,350,541, expenses of $1,867,350 and total assets of $37,355,631 at year end.
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All nonprofits in SARASOTA · Florida · Arts, culture and humanities