Civic Intelligence

Santa Barbara Symphony Endowment Trust

EIN 95-6542234 • 501(c)3 • Santa Barbara, CA

Profile

Provide general support for the santa barbara symphony orchestra association through contributions from the general public and managing investments.

1330 State StreetSanta Barbara, CA 93101

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

20th percentile

-9.5%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,537,372

Up $98,674 (+1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$5,537,372

Up $98,674 (+1.8%) from 2017

Operations
Liabilities / Revenue10th percentileNet Margin20th percentile

Revenue

Up

$326,163

Up $99,872 (+44%) from 2017

Expenses

Up

$357,114

Up $55,960 (+19%) from 2017

Net Income

Up

-$30,951

Up $43,912 (+59%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,898,096Liabilities 2011: $0Net Assets 2011: $4,898,0962011Assets 2012: $4,532,545Liabilities 2012: $0Net Assets 2012: $4,532,5452012Assets 2013: $5,186,968Liabilities 2013: $0Net Assets 2013: $5,186,9682013Assets 2014: $6,186,628Liabilities 2014: $0Net Assets 2014: $6,186,6282014Assets 2015: $6,196,705Liabilities 2015: $0Net Assets 2015: $6,196,7052015Assets 2016: $5,576,597Liabilities 2016: $0Net Assets 2016: $5,576,5972016Assets 2017: $5,438,698Liabilities 2017: $0Net Assets 2017: $5,438,6982017Assets 2018: $5,537,372Liabilities 2018: $0Net Assets 2018: $5,537,3722018

Highlighted filing

2018

Assets$5,537,372
Liabilities$0
Net Assets$5,537,372
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $580,843Expenses 2011: $216,641Net Income 2011: $364,2022011Revenue 2012: $6,735Expenses 2012: $210,683Net Income 2012: -$203,9482012Revenue 2013: $459,790Expenses 2013: $219,247Net Income 2013: $240,5432013Revenue 2014: $680,532Expenses 2014: $244,901Net Income 2014: $435,6312014Revenue 2015: $317,020Expenses 2015: $269,613Net Income 2015: $47,4072015Revenue 2016: $142,659Expenses 2016: $298,040Net Income 2016: -$155,3812016Revenue 2017: $226,291Expenses 2017: $301,154Net Income 2017: -$74,8632017Revenue 2018: $326,163Expenses 2018: $357,114Net Income 2018: -$30,9512018

Highlighted filing

2018

Revenue$326,163
Expenses$357,114
Net Income-$30,951
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$5,537,372
Liabilities
$0
Net assets
$5,537,372
Revenue
$326,163
Expenses
$357,114
Net income
-$30,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$5.54$0.00$5.54$0.33$0.36$0.03
2017Summary only. Only limited summary data is available for this year.$5.44$0.00$5.44$0.23$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.14$0.30$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.32$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.68$0.24$0.44
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.46$0.22$0.24
2012Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.01$0.21$0.20
2011Summary only. Only limited summary data is available for this year.$4.90$0.00$4.90$0.58$0.22$0.36
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 1, 2017
Return Version
2015v3.0
Gross Receipts
$913,861
Mission and Program Overview

Mission

Provide general support for the santa barbara symphony orchestra association through contributions from the general public and managing investments.

The santa barbara symphony endowment trust manages the investments for the santa barbara symphony endowment in order to provide general support for the santa barbara symphony orchestra association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,500,652$4,015,707▼ $484,945
Investments Other Securities$951,422$876,539▼ $74,883
Pledges and Grants Receivable$22,130$50,000▲ $27,870
Savings and Temporary Cash Investments$81,795$26,208▼ $55,587
Total Assets$6,196,705$5,576,597▼ $620,108
Other Assets Total$640,706$608,143▼ $32,563
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,654,923$4,694,360▲ $39,437
Unrestricted Net Assets$1,541,782$541,168▼ $1,000,614
Temporarily Rstr Net Assets-$341,069-
Total Net Assets Fund Balance$6,196,705$5,576,597▼ $620,108
Total Liabilities and Net Assets / Fund Balance$6,196,705$5,576,597▼ $620,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$608,143--
Other Securities$876,539--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,582,254$680,143▼ $387,760-$5,576,597
2014$5,558,745$30,218▲ $262,904-$5,582,254
2013$4,640,729$320,206▲ $842,709-$5,558,745
2012$4,013,443$271,393▲ $575,170-$4,640,729
2011$4,365,850$35,500▼ $177,225-$4,013,443
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brett MooreChair
David PrattExecutive Director
Ac MooreTrustee
Douglas MccartneyTrustee
Gregg HackethalTrustee
Jim FranzenTrustee
Richard AberleTrustee
Sandra ChanCounsel
Revenue and Support

Revenue Composition

Contributions and Grants
$72,000
Program Service Revenue
$0
Investment Income
$70,659
Other Revenue
$0
All Other Contributions
$72,000
Change in Net Assets
$-155,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$261,461
Other Expenses$36,579
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$261,461--$261,461
Fees for Service Investment Mgmnt Fees-$33,079-$33,079
Fees for Services Accounting-$3,500-$3,500
Total Functional Expenses$261,461$36,579$0$298,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Symphony OrchestraSanta Barbara, CA501(c)3General Support$261,461
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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

“A.c. Moore is brett moore's father, both are trustees of the organization.”

Form 990, Part VI, Section B, Line 11

“The 990 will be reviewed by the finance committee and audit committee of the santa barbara symphony orchestra association, a related organization. After the approval of the 990 by the finance & audit committees, they will present it to the trustees of the endowment for any comments and questions prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The symphony endowment has both a written conflict of interest policy and an annual disclosure of conflicts. The governance committee of the board oversees distribution of the policy to new board members and the collection of annual disclosures of conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available for inspection at the offices of the symphony endowment during regular business hours, subject to an appointment made through the managing director's office.”

Form 990, Part VI, Line 15B

“The santa barbara symphony orchestra endowment trust currently does not compensate officers or key employees.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Symphony Orchestra
EIN
95-6542234
Phone
8058989386
Address
1330 STATE STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Brett Moore
Title
Trustee
Phone
8058989386
Signed
2017-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Moore
Formed
1975
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
Gail H Anikouchine
Phone
8059664157
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of crt -32,563.”

Form 990, Part XI, Line 2C

“The finance and audit committees of the santa barbara symphony orchestra association review the audited financial statements and 990 then present them to the board of directors of the symphony endowment. The audit committee recommends independent auditors and the board of directors chooses the auditor. The process has not changed since the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The trustees use the earnings of the endowment to assist in the long term needs of the santa barbara symphony orchestra association in providing a quality musical program in the community.”

PART X, LINE 2:

“The symphony is unaware of any uncertain tax positions at june 30, 2016, or for any period for which the normal statute of limitations remains open.”

Raw XML AppendixShowing 400 of 476 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.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0261461
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/BoardDesignatedBalanceEOYPct00.09700
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt036579
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05582254
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0680143
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05576597
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0261461
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-387760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt034240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05558745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030218
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05582254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0235373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04640729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0320206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05558745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215966
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0842709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt022383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04013443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0271393
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04640729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0196894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0575170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024416
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04365850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt035500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04013443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0186266
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-177225
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0608143
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0876539
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES USE THE EARNINGS OF THE ENDOWMENT TO ASSIST IN THE LONG TERM NEEDS OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION IN PROVIDING A QUALITY MUSICAL PROGRAM IN THE COMMUNITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE SYMPHONY IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2016, OR FOR ANY PERIOD FOR WHICH THE NORMAL STATUTE OF LIMITATIONS REMAINS OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0608143
IRS990ScheduleD/TotalBookValueSecuritiesAmt0876539
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0261461
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0952104089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01330 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF THE SYMPHONY ENDOWMENT FOLLOWS THE ACTIVITIES OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION AND RECEIVES REPORTS FROM ITS EXECUTIVE DIRECTOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0125192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID PRATT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0138457
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DAVID PRATT IS COMPENSATED FROM THE RELATED ORGANIZATION SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, COLUMN (A)
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A.C. MOORE IS BRETT MOORE'S FATHER, BOTH ARE TRUSTEES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION, A RELATED ORGANIZATION. AFTER THE APPROVAL OF THE 990 BY THE FINANCE & AUDIT COMMITTEES, THEY WILL PRESENT IT TO THE TRUSTEES OF THE ENDOWMENT FOR ANY COMMENTS AND QUESTIONS PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SYMPHONY ENDOWMENT HAS BOTH A WRITTEN CONFLICT OF INTEREST POLICY AND AN ANNUAL DISCLOSURE OF CONFLICTS. THE GOVERNANCE COMMITTEE OF THE BOARD OVERSEES DISTRIBUTION OF THE POLICY TO NEW BOARD MEMBERS AND THE COLLECTION OF ANNUAL DISCLOSURES OF CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE SYMPHONY ENDOWMENT DURING REGULAR BUSINESS HOURS, SUBJECT TO AN APPOINTMENT MADE THROUGH THE MANAGING DIRECTOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN VALUE OF CRT -32,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCE AND AUDIT COMMITTEES OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION REVIEW THE AUDITED FINANCIAL STATEMENTS AND 990 THEN PRESENT THEM TO THE BOARD OF DIRECTORS OF THE SYMPHONY ENDOWMENT. THE AUDIT COMMITTEE RECOMMENDS INDEPENDENT AUDITORS AND THE BOARD OF DIRECTORS CHOOSES THE AUDITOR. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE SANTA BARBARA SYMPHONY ORCHESTRA ENDOWMENT TRUST CURRENTLY DOES NOT COMPENSATE OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 15B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA BARBARA SYMPHONY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952104089
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES PERFORMANCES OF CLASSICAL MUSIC TO THE COMMUNITY.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01330 STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00

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