Nonprofit · EIN 34-6923360
LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89
Tax-exempt · LIMA, OH 45802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $242,717 | $93,509 | $149,208 | $1,619,424 | $0 | $1,619,424 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $27,538
- Program service revenue
- $0
- Investment income
- $215,179
- Net gain from sales of assets
- $182,351
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $82,872
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $93,509
Balance sheet and other
- Total assets, start of year
- $1,470,216
- Total assets, end of year
- $1,619,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,619,424
- Publicly traded securities
- $1,533,564
- Net assets without donor restrictions
- $1,591,886
- Net assets with donor restrictions
- $27,538
- Gross receipts
- $242,717
- Employees
- 0
- Year formed
- 1989
- State of legal domicile
- OH
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 December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ELIZABETH BROEN ELLIS | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $72,180 |
| FIFTH THIRD BANK | TRUSTEE Institutional trustee | 2 | $10,637 | $0 |
| TY LOTZ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BEN DIEPENBROCK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JAN HAWK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARI KUHN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHAD STEARNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHANNON WANNEMACHER | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1651, LIMA, OH 45802-1651
- In care of
- % LIMA SYMPHONY ORCHESTRA ENDOWMENT
- Principal officer (990 for 2023)
- ELIZABETH BROWN ELLIS, 1028 W MARKET ST, LIMA, OH 45805
- Signed the 990
- ELIZABETH BROWN ELLIS, EXECUTIVE DIRECTOR
- Phone
- (419) 222-5701
- Return prepared by
- MEIER CONSULTING
Mission
TO SUPPORT PROGRAMS AND ACTIVITIES OF THE LIMA SYMPHONY ORCHESTRA ASSOCIATION
Program accomplishments
- TO SUPPORT PROGRAMS AND ACTIVITIES OF THE LIMA SYMPHONY ORCHESTRA ASSOCIATION (A CHARITABLE ORGANIZATION)Expenses $93,509 · grants $82,872
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6923360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $1,619,424
- Income (IRS master file)
- $242,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $242,717 | $93,509 | $1,619,424 | XML |
| 990 | December 2022 | -$239,547 | $92,655 | $1,470,216 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 34-6923360).
Questions about LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89
- What is the EIN of LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89?
- The employer identification number (EIN) of LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 is 34-6923360.
- Is LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 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 LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89?
- The 990 for the year ended December 31, 2023 names ELIZABETH BROWN ELLIS.
- Who are the officers and directors of LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89?
- The 990 for the year ended December 31, 2023 lists 8 people; 1 received compensation from the organization.
- How much revenue does LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89 have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $242,717, expenses of $93,509 and total assets of $1,619,424 at year end.
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