Civic Intelligence

Indianapolis Symphony Orchestra Foundation Inc

EIN 35-1812636 • 501(c)3 • Indianapolis, IN

Profile

The indianapolis symphony orchestra foundation, inc. (the "iso foundation") was formed in september 1990 for the purpose of educating the public and providing financial and other support to the indiana symphony society, inc. (the "society"), an indiana not-for-profit corporation that operates the indianapolis symphony orchestra. It is the general practice of the society to transfer contributions raised, other than annual fund contributions, to the iso foundation unless a donor specifically requires the contribution to be maintained by the society. All fundraising expenses are recorded and reported in the society's accounts.

32 East Washington Street 600Indianapolis, IN 46204-2919

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

48th percentile

5.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$121,112,166

Up $6,189,748 (+5.4%) from 2023

Liabilities

Down

$52,749

Down $139,331 (-73%) from 2023

Net Assets

Up

$121,059,417

Up $6,329,079 (+5.5%) from 2023

Revenue

Up

$8,910,190

Up $1,516,257 (+21%) from 2023

Expenses

Up

$8,504,642

Up $726,907 (+9.3%) from 2023

Net Income

Up

$405,548

Up $789,350 (+206%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $90,541,461Liabilities 2010: $452,224Net Assets 2010: $90,089,2372010Assets 2011: $96,557,064Liabilities 2011: $389,777Net Assets 2011: $96,167,2872011Assets 2012: $88,974,087Liabilities 2012: $393,010Net Assets 2012: $88,581,0772012Assets 2013: $92,968,180Liabilities 2013: $201,619Net Assets 2013: $92,766,5612013Assets 2014: $99,612,553Liabilities 2014: $154,505Net Assets 2014: $99,458,0482014Assets 2015: $95,559,692Liabilities 2015: $123,757Net Assets 2015: $95,435,9352015Assets 2016: $93,603,384Liabilities 2016: $587,217Net Assets 2016: $93,016,1672016Assets 2017: $98,841,258Liabilities 2017: $606,669Net Assets 2017: $98,234,5892017Assets 2018: $101,397,219Liabilities 2018: $719,892Net Assets 2018: $100,677,3272018Assets 2019: $98,318,900Liabilities 2019: $472,275Net Assets 2019: $97,846,6252019Assets 2020: $99,982,035Liabilities 2020: $255,998Net Assets 2020: $99,726,0372020Assets 2021: $120,040,413Liabilities 2021: $11,299Net Assets 2021: $120,029,1142021Assets 2022: $117,619,288Liabilities 2022: $55,324Net Assets 2022: $117,563,9642022Assets 2023: $114,922,418Liabilities 2023: $192,080Net Assets 2023: $114,730,3382023Assets 2024: $121,112,166Liabilities 2024: $52,749Net Assets 2024: $121,059,4172024

Highlighted filing

2024

Assets$121,112,166
Liabilities$52,749
Net Assets$121,059,417

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,443,7762010Expenses 2011: $9,601,0322011Expenses 2012: $13,608,4322012Expenses 2013: $7,317,6842013Revenue 2014: $8,976,242Expenses 2014: $7,359,168Net Income 2014: $1,617,0742014Revenue 2015: $6,370,291Expenses 2015: $8,300,148Net Income 2015: -$1,929,8572015Revenue 2016: $6,109,218Expenses 2016: $7,531,398Net Income 2016: -$1,422,1802016Revenue 2017: $8,782,021Expenses 2017: $6,943,103Net Income 2017: $1,838,9182017Revenue 2018: $13,287,556Expenses 2018: $7,908,184Net Income 2018: $5,379,3722018Revenue 2019: $7,707,532Expenses 2019: $9,264,073Net Income 2019: -$1,556,5412019Revenue 2020: $7,983,891Expenses 2020: $8,101,562Net Income 2020: -$117,6712020Revenue 2021: $10,534,808Expenses 2021: $7,795,739Net Income 2021: $2,739,0692021Revenue 2022: $9,602,897Expenses 2022: $8,157,454Net Income 2022: $1,445,4432022Revenue 2023: $7,393,933Expenses 2023: $7,777,735Net Income 2023: -$383,8022023Revenue 2024: $8,910,190Expenses 2024: $8,504,642Net Income 2024: $405,5482024

Highlighted filing

2024

Revenue$8,910,190
Expenses$8,504,642
Net Income$405,548

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$121$0.05$121$8.91$8.50$0.41
2023Detailed filing. Detailed filing data is available for this year.$115$0.19$115$7.39$7.78$0.38
2022Detailed filing. Detailed filing data is available for this year.$118$0.06$118$9.60$8.16$1.45
2021Detailed filing. Detailed filing data is available for this year.$120$0.01$120$10.5$7.80$2.74
2020Detailed filing. Detailed filing data is available for this year.$100.0$0.26$99.7$7.98$8.10$0.12
2019Detailed filing. Detailed filing data is available for this year.$98.3$0.47$97.8$7.71$9.26$1.56
2018Detailed filing. Detailed filing data is available for this year.$101$0.72$101$13.3$7.91$5.38
2017Detailed filing. Detailed filing data is available for this year.$98.8$0.61$98.2$8.78$6.94$1.84
2016Detailed filing. Detailed filing data is available for this year.$93.6$0.59$93.0$6.11$7.53$1.42
2015Detailed filing. Detailed filing data is available for this year.$95.6$0.12$95.4$6.37$8.30$1.93
2014Detailed filing. Detailed filing data is available for this year.$99.6$0.15$99.5$8.98$7.36$1.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.0$0.20$92.8$7.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$0.39$88.6$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.6$0.39$96.2$9.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.5$0.45$90.1$10.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 13, 2025
Return Version
2023v6.0
Gross Receipts
$16,291,394
Mission and Program Overview

Mission

The indianapolis symphony orchestra foundation, inc. (the "iso foundation") was formed in september 1990 for the purpose of educating the public and providing financial and other support to the indiana symphony society, inc. (the "society"), an indiana not-for-profit corporation that operates the indianapolis symphony orchestra. It is the general practice of the society to transfer contributions raised, other than annual fund contributions, to the iso foundation unless a donor specifically requires the contribution to be maintained by the society. All fundraising expenses are recorded and reported in the society's accounts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$84,545,448$86,776,073▲ $2,230,625
Investments in Publicly Traded Securities$21,140,732$23,279,717▲ $2,138,985
Savings and Temporary Cash Investments$1,992,812$6,178,024▲ $4,185,212
Land, Buildings, and Equipment, Net$3,556,802$3,586,107▲ $29,305
Pledges and Grants Receivable$2,595,686$100,262▼ $2,495,424
Cash and Non-Interest-Bearing Accounts$8,509$95,686▲ $87,177
Prepaid Expenses and Deferred Charges$18,750$0▼ $18,750
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$114,922,418$121,112,166▲ $6,189,748
Other Assets Total$1,063,679$1,096,297▲ $32,618
Liabilities
Accounts Payable and Accrued Expenses$192,080$52,749▼ $139,331
Other Liabilities$0$0→ $0
Total Liabilities$192,080$52,749▼ $139,331
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$68,844,308$71,027,264▲ $2,182,956
Net Assets With Donor Restrictions$45,886,030$50,032,153▲ $4,146,123
Total Net Assets Fund Balance$114,730,338$121,059,417▲ $6,329,079
Total Liabilities and Net Assets / Fund Balance$114,922,418$121,112,166▲ $6,189,748

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,181,465$7,901,876$10,083,341
Other Land Buildings$622,038-$622,038
Land$600,000-$600,000
Leasehold Improvements$182,604$36,521$219,125
Other Securities$86,776,073--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$40,995,548$2,750,000▲ $1,956,162$669,203$45,032,507
2022$41,171,033$1,000▲ $430,861$607,346$40,995,548
2021$41,370,959$1,550▲ $422,930$624,406$41,171,033
2020$37,571,663$55,998▲ $3,743,298-$41,370,959
2019$36,728,701$501,000▲ $848,185$506,223$37,571,663
Compensation and Service Providers

Board Members and Trustees

NameTitle
John R ThornburghChair
Mark MutzDirector
Martha LamkinDirector
Scott DavisDirector
Susan RidlenDirector
Tom GreinDirector
Robert D RamseySecretary
Jill MargettsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCInvestment Advisor125 HIGH STREET, Boston, MA 02110$281,250
Revenue and Support

Revenue Composition

Contributions and Grants
$2,918,147
Program Service Revenue
$1,250,000
Investment Income
$4,709,318
Other Revenue
$32,725
All Other Contributions
$2,918,147
Change in Net Assets
$405,548

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,309,559
Revenue Not Reported on Financial Statements
$1,600,631
Revenue Not Reported on Form 990
$5,923,531
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$13,233,090
Total Revenue per Form 990
$8,910,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,653,048
Other Expenses$1,851,594
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,653,048--$6,653,048
Fees for Service Investment Mgmnt Fees-$1,600,631-$1,600,631
Depreciation Depletion$81,233--$81,233
Fees for Services Accounting-$69,140-$69,140
Fees for Services Other$0$50,000$0$50,000
All Other Expenses$0$43,368$0$43,368
Fees for Services Legal-$7,222-$7,222
Total Functional Expenses$6,734,281$1,770,361$0$8,504,642

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,504,642
Expenses per Audited Statements$6,904,011
Total Expenses per Audited Statements$6,904,011
Expenses Not Reported on Financial Statements$1,600,631
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indiana Symphony Society IncIndianapolis, IN501(c)(3)To fund operating expenses, rent, education and artistic endeavors.$6,653,048

International Summary

Offices
0
Employees
0
Spending
$61,170,211

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsNone00$52,862,889
Europe (Including Iceland and Greenland)InvestmentsNone00$8,307,322
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 15A Process to establish compensation of Top management official

The foundation does not compensate its top management official. Therefore, this question is not applicable and should be answered no per the instructions.

Form 990, Part VI, Line 15B Process for Determining Compensation of other officers

The foundation does not compensate any other officers. Therefore, this question is not applicable and should be answered no per the instructions.

Form 990, Part VI, Line 3 Delegation of management duties

Beginning in 1995, the organization entered into a service agreement with the indiana symphony society, inc. (the society) whereby the society provides the organization certain management services, including endowment fundraising, administrative services, providing office space, and preparing financial records and reports.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The foundation has its form 990 prepared by an outside accounting firm. It is then REVIEWED BY THE AUDIT COMMITTEE BEFORE DISTRIBUTION TO THE BOARD. A COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING.

Form 990, Part VI, Line 12C Conflict of interest policy

The foundation has adopted the conflict of interest policy of the indiana symphony society, inc. (the society). The conflict of interest policy is distributed annually to all board members and management with spending authority. Each person is required to sign and return a form indicating they have read the policy and have disclosed any conflicts of interest. The audit committee of the society has ultimate responsibility for determining whether a conflict of interest exists and whether or not to proceed with disciplinary action, including dismissal.

Form 990, Part VI, Line 19 Required documents available to the public

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon verbal or written request.

Filing and Contact Details

Filer

Filer Name
Indianapolis Symphony Orchestra Foundation Inc
EIN
35-1812636
Phone
3172621100
Address
32 EAST WASHINGTON STREET 600, INDIANAPOLIS, IN 46204-2919

Signing Officer

Name
Jennifer Janik
Title
CFO
Phone
3172621100
Signed
2025-06-13
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Crowe Llp
Address
225 West Wacker Drive Suite 2600, Chicago, IL 60606-1224
Preparer
Jennifer Burke
Phone
3128997000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in npv - charitable gift annuity - -233;

Form 990, Part IV, Lines 13-14 Whistleblower and Document Retention and Destruction Policies

The foundation has adopted the whistleblower and document retention and destruction policies of the indiana symphony society, inc. (the society).

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

To support the indiana symphony society, inc.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The ISO Foundation is exempt from federal and state income taxes on related income under Section 501(c)(3) of the United States Internal Revenue Code and similar state law. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the ISO Foundation and recognize a tax liability if the ISO Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the ISO Foundation, and has concluded that as of August 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The ISO Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the ISO Foundation is generally exempt from income taxes. However, the ISO Foundation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax and a corresponding state return, both of which are informational returns only. The ISO Foundation has filed its federal and state income tax returns for periods through August 31, 2023. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

Change in NPV-Charitable Gift Annuity - -233

Raw XML AppendixShowing 400 of 590 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0192080
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052749
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION, INC. (THE "ISO FOUNDATION") WAS FORMED IN SEPTEMBER 1990 FOR THE PURPOSE OF EDUCATING THE PUBLIC AND PROVIDING FINANCIAL AND OTHER SUPPORT TO THE INDIANA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), AN INDIANA NOT-FOR-PROFIT CORPORATION THAT OPERATES THE INDIANAPOLIS SYMPHONY ORCHESTRA. IT IS THE GENERAL PRACTICE OF THE SOCIETY TO TRANSFER CONTRIBUTIONS RAISED, OTHER THAN ANNUAL FUND CONTRIBUTIONS, TO THE ISO FOUNDATION UNLESS A DONOR SPECIFICALLY REQUIRES THE CONTRIBUTION TO BE MAINTAINED BY THE SOCIETY. ALL FUNDRAISING EXPENSES ARE RECORDED AND REPORTED IN THE SOCIETY'S ACCOUNTS.
IRS990/AllOtherContributionsAmt02918147
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt043368
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt043368
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jennifer Janik
IRS990/BooksInCareOfDetail/PhoneNum03172621100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt032 EAST WASHINGTON STREET NO 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0462042919
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08509
IRS990/CashNonInterestBearingGrp/EOYAmt095686
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0281250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0125 HIGH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002110
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT ADVISOR
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02918147
IRS990/CYGrantsAndSimilarPaidAmt06653048
IRS990/CYInvestmentIncomeAmt04709318
IRS990/CYOtherExpensesAmt01851594
IRS990/CYOtherRevenueAmt032725
IRS990/CYProgramServiceRevenueAmt01250000
IRS990/CYRevenuesLessExpensesAmt0405548
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08504642
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08910190
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt081233
IRS990/DepreciationDepletionGrp/TotalAmt081233
IRS990/Desc0Provide financial support to the Indiana Symphony Society, Inc. to assist with educational, artistic, operating, and facility purposes as well as community service to the greater Indianapolis area.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt045886030
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt050032153
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06734281
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt069140
IRS990/FeesForServicesAccountingGrp/TotalAmt069140
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07222
IRS990/FeesForServicesLegalGrp/TotalAmt07222
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt050000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt050000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01600631
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01600631
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JILL MARGETTS
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN R THORNBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT D RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK MUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA LAMKIN
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN RIDLEN
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM GREIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0396
IRS990/GainOrLossGrp/SecuritiesAmt02697317
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt06653048
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06653048
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06653048
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0787
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010078130
IRS990/GrossReceiptsAmt016291394
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01084421
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02011605
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0927184
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt084545448
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt086776073
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021140732
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023279717
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07938397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03556802
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03586107
IRS990/LandBldgEquipCostOrOtherBssAmt011524504
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0391
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07380813
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0THE INDIANAPOLIS SYMPHONY ORCHESTRA FOUNDATION, INC. (THE "ISO FOUNDATION") WAS FORMED IN SEPTEMBER 1990 FOR THE PURPOSE OF EDUCATING THE PUBLIC AND PROVIDING FINANCIAL AND OTHER SUPPORT TO THE INDIANA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), AN INDIANA NOT-FOR-PROFIT CORPORATION THAT OPERATES THE INDIANAPOLIS SYMPHONY ORCHESTRA. IT IS THE GENERAL PRACTICE OF THE SOCIETY TO TRANSFER CONTRIBUTIONS RAISED, OTHER THAN ANNUAL FUND CONTRIBUTIONS, TO THE ISO FOUNDATION UNLESS A DONOR SPECIFICALLY REQUIRES THE CONTRIBUTION TO BE MAINTAINED BY THE SOCIETY. ALL FUNDRAISING EXPENSES ARE RECORDED AND REPORTED IN THE SOCIETY'S ACCOUNTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0114730338
IRS990/NetAssetsOrFundBalancesEOYAmt0121059417
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02697713
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02697713
IRS990/NetUnrelatedBusTxblIncmAmt0583037
IRS990/NetUnrlzdGainsLossesInvstAmt05923764
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt068844308
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt071027264
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01063679
IRS990/OtherAssetsTotalGrp/EOYAmt01096297
IRS990/OtherChangesInNetAssetsAmt0-233
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ANNUITIES EARNINGS
IRS990/OtherRevenueMiscGrp/ExclusionAmt032725
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032725
IRS990/OtherRevenueTotalAmt032725
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02595686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100262
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018750
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Jill Margetts
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531000
IRS990/ProgramServiceRevenueGrp/BusinessCd1531000
IRS990/ProgramServiceRevenueGrp/Desc0RENT - HILBERT CIRCLE THEATRE
IRS990/ProgramServiceRevenueGrp/Desc1RENT - SYMPHONY CENTRE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0850000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1400000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0850000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1400000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0728374
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06290436
IRS990/PYInvestmentIncomeAmt05379874
IRS990/PYOtherExpensesAmt01487299
IRS990/PYOtherRevenueAmt035685
IRS990/PYProgramServiceRevenueAmt01250000
IRS990/PYRevenuesLessExpensesAmt0-383802
IRS990/PYTotalExpensesAmt07777735
IRS990/PYTotalRevenueAmt07393933
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0405548
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01250000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01992812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06178024
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Society has a significant voice in the Foundation's investment policies and in directing the use of the Foundation's income and assets. First, according to the Amended and Restated Articles of Incorporation of the Foundation, the incumbent Chairperson of the Society shall be an ex-officio, non-voting Director of the Foundation. Second, the Amended and Restated Code of Bylaws of the Foundation provide that the members of the Board of Directors of the Foundation are to be chosen with the intent that (a) the Officers and Directors of the Foundation will maintain a close and continuous working relationship with the Officers and Directors of the Society; and (b) the Officers and Directors of the Foundation shall consider recommendations of the Officers or Directors of the Society regarding the investment policies of the Foundation, the timing of distributions from the Foundation to the Society, the manner in which such distributions are made, and in otherwise directing the use of the income and assets of the Foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INDIANA SYMPHONY SOCIETY, INC. (SOCIETY) IS THE SUPPORTED ORGANIZATION FOR THE FOUNDATION. THE MAIN ACTIVITY OF THE FOUNDATION IS TO MANAGE THE INVESTMENTS, INCLUDING REAL ESTATE, THAT DERIVED FROM CONTRIBUTIONS THAT WERE LONG TERM IN NATURE. THIS ACTIVITY FURTHERS THE EXEMPT PURPOSE OF THE SOCIETY BY ALLOWING THE FOUNDATION TO PROVIDE FUNDING TO THE SOCIETY TO COVER EXPENSES RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION IS RESPONSIVE TO THE SOCIETY AS IT PROVIDES AN OPERATING GRANT EACH YEAR AND IT IS WILLING TO HEAR REQUESTS FROM THE SOCIETY FOR SPECIAL GRANTS WHEN THE NEEDS ARISE THAT ARE IN ADDITION TO THE YEARLY OPERATING GRANT. THE FOUNDATION WILL DECIDE WHETHER TO APPROVE OR DENY THE REQUEST BY THE SOCIETY ON A CASE BY CASE BASIS. THE FOUNDATION HAS DETERMINED THAT MANAGING THE INVESTMENTS , INCLUDING REAL ESTATE IS SUBSTANTIALLY ALL OF ITS ACTIVITIES BECAUSE IT MAKES UP 99% OF ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF THE FOUNDATION DID NOT EXIST, THE ACTIVITIES DESCRIBED FOR LINE 2A, WOULD STILL HAVE TO BE DONE AS IT WOULD NOT BE PRUDENT TO LEAVE OVER $100 MILLION OF INVESTMENTS AND $3 MILLION OF REAL ESTATE UNMANAGED. THEREFORE, IF THE FOUNDATION DID NOT ENGAGE IN THIS ACTIVITY, THE SOCIETY WOULD NEED TO MANAGE THEM ITSELF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350998627
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06653048
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INDIANA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt06653048
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.0
IRS990ScheduleD/BuildingsGrp/BookValueAmt02181465
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07901876
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010083341
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt040995548
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02750000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt045032507
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01956162
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0669203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt041171033
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt040995548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0430861
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0607346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt041370959
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041171033
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0422930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0624406
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt037571663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt055998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt041370959
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03743298
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt036728701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0501000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt037571663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0848185
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0506223
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01600631
IRS990ScheduleD/ExpensesSubtotalAmt06904011
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01600631
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01600631
IRS990ScheduleD/LandGrp/BookValueAmt0600000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0600000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0182604
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036521
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0219125
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05923764
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0622038
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0622038
IRS990ScheduleD/OtherRevenueAmt0-233
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt086776073
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT PARTNERSHIPS AND PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.8099
IRS990ScheduleD/RevenueNotReportedAmt05923531
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01600631
IRS990ScheduleD/RevenueSubtotalAmt07309559
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE INDIANA SYMPHONY SOCIETY, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The ISO Foundation is exempt from federal and state income taxes on related income under Section 501(c)(3) of the United States Internal Revenue Code and similar state law. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the ISO Foundation and recognize a tax liability if the ISO Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the ISO Foundation, and has concluded that as of August 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The ISO Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the ISO Foundation is generally exempt from income taxes. However, the ISO Foundation is required to file Federal Form 990 - Return of Organization Exempt from Income Tax and a corresponding state return, both of which are informational returns only. The ISO Foundation has filed its federal and state income tax returns for periods through August 31, 2023. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in NPV-Charitable Gift Annuity - -233
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.1901

Document Assets

No mirrored PDF or thumbnail assets are attached yet.