Civic Intelligence

Colorado Symphony Fund

EIN 26-0138249 • 501(c)3 • Denver, CO

Profile

The 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.

1245 Champa StDenver, CO 80204

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

6th percentile

-13%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Up

$98,003,542

Up $9,233,761 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$98,003,542

Up $9,233,761 (+10%) from 2024

Revenue

Up

$4,146,431

Up $2,019,763 (+95%) from 2024

Expenses

Up

$3,800,592

Up $1,665,847 (+78%) from 2024

Net Income

Up

$345,839

Up $353,916 (+4382%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $103,088Liabilities 2011: $0Net Assets 2011: $103,0882011Assets 2012: $151,766Liabilities 2012: $0Net Assets 2012: $151,7662012Assets 2014: $676,766Liabilities 2014: $0Net Assets 2014: $676,7662014Assets 2015: $176,766Liabilities 2015: $0Net Assets 2015: $176,7662015Assets 2016: $18,996,304Liabilities 2016: $2,133Net Assets 2016: $18,994,1712016Assets 2017: $22,382,182Liabilities 2017: $0Net Assets 2017: $22,382,1822017Assets 2018: $23,913,454Liabilities 2018: $0Net Assets 2018: $23,913,4542018Assets 2019: $25,202,293Liabilities 2019: $0Net Assets 2019: $25,202,2932019Assets 2020: $25,602,980Liabilities 2020: $0Net Assets 2020: $25,602,9802020Assets 2021: $86,968,937Liabilities 2021: $5,966Net Assets 2021: $86,962,9712021Assets 2022: $76,088,728Liabilities 2022: $0Net Assets 2022: $76,088,7282022Assets 2023: $80,382,018Liabilities 2023: $0Net Assets 2023: $80,382,0182023Assets 2024: $88,769,781Liabilities 2024: $0Net Assets 2024: $88,769,7812024Assets 2025: $98,003,542Liabilities 2025: $0Net Assets 2025: $98,003,5422025

Highlighted filing

2025

Assets$98,003,542
Liabilities$0
Net Assets$98,003,542

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $48,678Expenses 2012: $0Net Income 2012: $48,6782012Revenue 2014: $347Expenses 2014: $2,000,347Net Income 2014: -$2,000,0002014Revenue 2015: $0Expenses 2015: $500,000Net Income 2015: -$500,0002015Revenue 2016: $13,070,999Expenses 2016: $2,997,555Net Income 2016: $10,073,4442016Revenue 2017: $2,957,695Expenses 2017: $1,030,427Net Income 2017: $1,927,2682017Revenue 2018: $2,024,212Expenses 2018: $916,553Net Income 2018: $1,107,6592018Revenue 2019: $2,082,694Expenses 2019: $964,307Net Income 2019: $1,118,3872019Revenue 2020: $5,617,192Expenses 2020: $1,018,301Net Income 2020: $4,598,8912020Revenue 2021: $55,897,849Expenses 2021: $1,080,595Net Income 2021: $54,817,2542021Revenue 2022: $4,099,144Expenses 2022: $1,237,517Net Income 2022: $2,861,6272022Revenue 2023: $2,013,881Expenses 2023: $3,800,349Net Income 2023: -$1,786,4682023Revenue 2024: $2,126,668Expenses 2024: $2,134,745Net Income 2024: -$8,0772024Revenue 2025: $4,146,431Expenses 2025: $3,800,592Net Income 2025: $345,8392025

Highlighted filing

2025

Revenue$4,146,431
Expenses$3,800,592
Net Income$345,839

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$4.15$3.80$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.8$0.00$88.8$2.13$2.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.4$0.00$80.4$2.01$3.80$1.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.1$0.00$76.1$4.10$1.24$2.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.0$0.01$87.0$55.9$1.08$54.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$5.62$1.02$4.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$2.08$0.96$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$2.02$0.92$1.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$2.96$1.03$1.93
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$13.1$3.00$10.1
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.50$0.50
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$2.00$2.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.05$0.00$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 19, 2026
Return Version
2024v5.5
Gross Receipts
$56,221,407
Mission and Program Overview

Mission

The 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.

Raise, hold, and distribute funds for the operating needs of colorado symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$88,051,094$97,312,383▲ $9,261,289
Savings and Temporary Cash Investments$600$600→ $0
Total Assets$88,769,781$98,003,542▲ $9,233,761
Other Assets Total$718,087$690,559▼ $27,528
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$88,769,181$98,002,942▲ $9,233,761
Net Assets Without Donor Restrictions$600$600→ $0
Total Net Assets Fund Balance$88,769,781$98,003,542▲ $9,233,761
Total Liabilities and Net Assets / Fund Balance$88,769,781$98,003,542▲ $9,233,761

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$88,769,181$1,002,976▲ $11,938,636-$98,002,942
2023$80,381,418$3,828▲ $10,434,891-$88,769,181
2022$76,088,128$10,053▲ $8,005,542-$80,381,418
2021$86,962,371$16,154▼ $9,744,555-$76,088,128
2020$25,602,380$54,985,393▲ $7,414,691-$86,962,371
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BrettChairman
James ButlerTrustee
William WallaceTrustee
Malik RobinsonTRUSTEE (AS OF JAN. '25)
Kip WallenSecretary
Norman WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,002,976
Program Service Revenue
$0
Investment Income
$3,143,455
Other Revenue
$0
All Other Contributions
$1,002,976
Change in Net Assets
$345,839

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,053,690
Revenue Not Reported on Financial Statements
$92,741
Revenue Not Reported on Form 990
$8,887,922
Total Revenue per Audited Statements
$12,941,612
Total Revenue per Form 990
$4,146,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,707,851
Other Expenses$92,741
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,707,851--$3,707,851
Fees for Service Investment Mgmnt Fees-$92,741-$92,741
Total Functional Expenses$3,707,851$92,741$0$3,800,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,800,592
Expenses per Audited Statements$3,707,851
Total Expenses per Audited Statements$3,707,851
Expenses Not Reported on Financial Statements$92,741
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Colorado Symphony AssociationDenver, CO501(c)(3)General Support$3,707,851
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Kip wallen, james butler and malik robinson have a business relationsip as they are board members at a related organization.

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.

Filing and Contact Details

Filer

Filer Name
Colorado Symphony Fund
EIN
26-0138249
Phone
3036237876
Address
1245 CHAMPA ST, DENVER, CO 80204

Signing Officer

Name
Norman Wilson
Title
Treasurer
Phone
3036237876
Signed
2026-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Brett
Formed
2006
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in perpetual trusts -27,528.

Financial Statement Notes

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 -27,528.

Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt01002976
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IRS990/BooksInCareOfDetail/PhoneNum03033082468
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01245 CHAMPA ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt098002942
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1NORMAN WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2KIP WALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm5MALIK ROBINSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02126668
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0345839
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0600
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0600
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840511458
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03707851
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03707851
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt088769181
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01002976
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt098002942
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03707851
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011938636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt080381418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03828
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt088769181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02050956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010434891
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt076088128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010053
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt080381418
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03722305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08005542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt086962371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt076088128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01145842
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9744555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025602380
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054985393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt086962371
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01040093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07414691
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt092741
IRS990ScheduleD/ExpensesSubtotalAmt03707851
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt092741
IRS990ScheduleD/InvestmentExpensesNotIncldAmt092741
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08915450
IRS990ScheduleD/OtherRevenueAmt0-27528
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt08887922
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt092741
IRS990ScheduleD/RevenueSubtotalAmt04053690
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS PROVIDE SUPPORTING DISTRIBUTIONS (IF APPLICABLE) TO THE COLORADO SYMPHONY ASSOCIATION, A RELATED TAX-EXEMPT ORGANIZATION, FOR PROGRAM SERVICES AND OTHER OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -27,528.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03800592
IRS990ScheduleD/TotalRevenuePerForm990Amt04146431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012941612
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03707851
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03707851
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0840511458
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01245 CHAMPA ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080204
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED DIRECTLY FROM THE SUPPORTING ORGANIZATION TO THE SUPPORTED ORGANIZATION AND DUE TO THE RELATIONSHIP OF THE ORGANIZATIONS, NO FURTHER MONITORING IS NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KIP WALLEN, JAMES BUTLER AND MALIK ROBINSON HAVE A BUSINESS RELATIONSIP AS THEY ARE BOARD MEMBERS AT A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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").
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COLORADO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, VIA MAIL, EMAIL, OR IN PERSON AT ITS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -27,528.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLORADO SYMPHONY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0840511458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PERFORMANCE OF SYMPHONIC CONCERTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01245 CHAMPA ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DENVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt088769781
IRS990/TotalAssetsEOYAmt098003542
IRS990/TotalAssetsGrp/BOYAmt088769781
IRS990/TotalAssetsGrp/EOYAmt098003542
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01002976
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092741
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03707851
IRS990/TotalFunctionalExpensesGrp/TotalAmt03800592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088769781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098003542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03707851
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03143455
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04146431
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088769781
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098003542
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

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