Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2019 • EIN 80-0030849
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
Assets
Down$2,443,624
Down $120,301 (-4.7%) from 2018
Net Assets
Down$2,443,624
Down $120,301 (-4.7%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Down$145,446
Down $1,742 (-1.2%) from 2018
Expenses
Up$292,431
Up $71,034 (+32%) from 2018
Net Income
Down-$146,985
Down $72,776 (-98%) from 2018
To manage endowments and investments on behalf of the southwest florida symphony orchestra and chorus association, inc.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,370,119 | $2,254,629 | ▼ $115,490 |
| Savings and Temporary Cash Investments | $193,506 | $188,695 | ▼ $4,811 |
| Total Assets | $2,563,925 | $2,443,624 | ▼ $120,301 |
| Other Assets Total | $300 | $300 | → $0 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,389,738 | $2,268,701 | ▼ $121,037 |
| Permanently Rstr Net Assets | $174,187 | $174,923 | ▲ $736 |
| Total Net Assets Fund Balance | $2,563,925 | $2,443,624 | ▼ $120,301 |
| Total Liabilities and Net Assets / Fund Balance | $2,563,925 | $2,443,624 | ▼ $120,301 |
| Name | Title |
|---|---|
| David Carleton Hall | President |
| Christina Boyhan | Director |
| Cynthia Duff | Director |
| Jon Boyd | Director |
| Katherine Caldwell | Director |
| Robert Diefenbach | Director |
| Steven Brettholtz | Director |
| Scott Gregory | Secretary |
| Corey Vertich | Treasurer |
| Tom Kracmer | Vice Preside |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $257,000 |
| Other Expenses | $35,431 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $245,000 | - | - | $245,000 |
| Fees for Services Other | - | $31,200 | - | $31,200 |
| Grants to Domestic Individuals | $12,000 | - | - | $12,000 |
| Advertising | - | $1,350 | - | $1,350 |
| Fees for Services Accounting | - | $1,200 | - | $1,200 |
| Insurance | - | $768 | - | $768 |
| Other Expenses | $777 | $136 | - | $136 |
| Total Functional Expenses | $257,777 | $34,654 | $0 | $292,431 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Southwest Florida Symphony | Fort Myers, FL | 501c3 | Annual Draw/awards | $245,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“An independent cpa reviews the form 990 with the treasurer. Each trustee receives a copy of the form 990 for review and acceptance prior to filing.”
“The trustees annually review and renew their adherence to the policy”
“The organization has no employees and provides no compensation to its board members”
“The organization has no employees and provides no compensation to its board members”
“The organization's governing documents, conlict of interest policy, and financial statements are available to the public upon request.”
“The eight members of the board are all volunteers”
“MARKETING 0 31,200 0”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1350 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1350 |
| IRS990/AllOtherContributionsAmt | 0 | 2100 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | DAVID CARLETON HALL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2392102345 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7500 COLLEGE PARKWAY |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT MYERS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33907 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 2100 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 257000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 143346 |
| IRS990/CYOtherExpensesAmt | 0 | 35431 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -146985 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 292431 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 145446 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 257777 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1200 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1200 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 31200 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 31200 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | COREY VERTICH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID CARLETON HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT DIEFENBACH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TOM KRACMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SCOTT GREGORY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KATHERINE CALDWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JON BOYD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | STEVEN BRETTHOLTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CHRISTINA BOYHAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | CYNTHIA DUFF |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2000 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 47588 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 44788 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 257000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 12000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 12000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 245000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 245000 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 47588 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 320945 |
| IRS990/GrossReceiptsAmt | 0 | 421603 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 768 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 768 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 50970 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 50970 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2370119 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2254629 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 276157 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2563925 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2443624 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 92376 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 92376 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 26684 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 300 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 300 |
| IRS990/OtherExpensesGrp/Desc | 0 | AUDITION EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | CORPORATE FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 136 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 777 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 777 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 136 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 174187 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 174923 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | DAVID CARLETON HALL |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 6000 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 212000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 141188 |
| IRS990/PYOtherExpensesAmt | 0 | 9397 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -74209 |
| IRS990/PYTotalExpensesAmt | 0 | 221397 |
| IRS990/PYTotalRevenueAmt | 0 | 147188 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -146985 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 193506 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 188695 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE ORGANIZATION'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR. IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S BYLAWS, THE TREASURER OF THE SUPPORTED ORGANIZATION IS REQUIRED TO SERVE ON THE BOARD OF THE SUPPORTING ORGANIZATION. THE INVESTMENT COMMITTEE OF THE SUPPORTING ORGANIZATION IS COMPRISED OF AN INDEPENDENT CONSULTANT, TWO MEMBERS OF THE BOARD, AND ONE BOARD MEMBER OF THE SUPPORTED ORGANIZATION. THIS COMMITTEE IS RESPONSIBLE FOR MAKING INVESTMENT RECOMMENDATIONS TO THE SUPPORTING ORGANIZATION'S BOARD IN ACCORDANCE WITH THE INVESTMENT POLICY. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE SUPPORTING ORGANIZATION HAS A GRANT POLICY WHICH PROVIDES GUIDELINES FOR THE ANNUAL FUNDING OF THE SUPPORTED ORGANIZATION BASED ON THE VALUE OF THE ASSETS MANAGED BY THE SUPPORTING ORGANIZATION ON BEHALF OF THE SUPPORTING ORGANIZATION. THE SOLE FUNCTION OF THE SUPPORTING ORGANIZATION IS TO MANAGE THESE ASSETS FOR THE SUPPORTED ORGANIZATION AND DISTRIBUTE FUNDING TO THE SUPPORTED ORGANIZATION IN FURTHERANCE OF THEIR EXEMPT PURPOSE. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | ALL FUNDS OF THE SUPPORTING ORGANIZATION ARE MANAGED ON BEHALF OF THE SUPPORTED ORGANIZATION AND DISTRIBUTED IN ACCORDANCE WITH THE GRANT POLICY IN DIRECT FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. ALL ACTIVITIES OF THE SUPPORTING ORGANIZATION ARE ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD NORMALLY BE INVOLVED IF NOT FOR THE EXISTANCE OF THE SUPPORTING ORGANIZATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | PART IV, SECTION E, LINE 2B |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 591350404 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 276200 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHORUS |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | ASSOCIATION INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
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| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE EIGHT MEMBERS OF THE BOARD ARE ALL VOLUNTEERS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AN INDEPENDENT CPA REVIEWS THE FORM 990 WITH THE TREASURER. EACH TRUSTEE RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUSTEES ANNUALLY REVIEW AND RENEW THEIR ADHERENCE TO THE POLICY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MARKETING 0 31,200 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, PART I, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART IX, LINE 11G |
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| IRS990/TotalContributionsAmt | 0 | 2100 |
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| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 34654 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 257777 |
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| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2563925 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2443624 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 257777 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 143346 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 145446 |
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| IRS990/UponRequestInd | 0 | X |
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| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2020-03-31 21:24:44Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID CARLETON HALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2392102345 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-08-22 |
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| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ENDOWMENT FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 800030849 |
| ReturnHeader/Filer/PhoneNum | 0 | 2392102345 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7500 COLLEGE PARKWAY |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.