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← WACO SYMPHONY FOUNDATION

Form 990 for tax year 2022

Filed by WACO SYMPHONY FOUNDATION.

Totals

Total revenue
$102,144
Total expenses
$33,378
Contributions and grants received
$11,450
Grants paid
$21,502
Program service revenue
$0
Investment income
$90,694
Other revenue
$0
Total assets, end of year
$950,599
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$950,599
Program services expenses (Part IX)
$21,502
Management and general expenses
$11,876
Fundraising expenses
$0
Program service expenses (Part III)
$21,502

Program services were 64.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $11,450

  • 3 · Investment income

    total $24,043 · excluded $24,043

  • 7a · Gross sales of assets other than inventory

    securities $66,651

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $66,651

  • 7d · Net gain or loss

    total $66,651 · excluded $66,651

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $21,502 · program services $21,502

  • 11c · Fees: accounting

    total $4,895 · management and general $4,895

  • 11f · Fees: investment management

    total $6,935 · management and general $6,935

  • 24a · Other expenses: BANK FEE

    total $46 · management and general $46

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $124 · end of year $1,683

  • 11 · Investments: publicly traded securities

    beginning of year $1,106,492 · end of year $948,916

  • 27 · Net assets without donor restrictions

    beginning of year $592,916 · end of year $454,923

  • 28 · Net assets with donor restrictions

    beginning of year $513,700 · end of year $495,676

Mission and programs · 2022

Mission

THE WACO SYMPHONY FOUNDATION RECEIVES AND PROVIDES FUNDS FOR SUPPORT OF THE WACO SYMPHONY ASSOCIATION, INC.

Activities or mission (Part I)

TO RECEIVE AND PROVIDE FUNDS FOR SUPPORT OF THE WACO SYMPHONY ASSOCIATION, INC.

  • FUNDS GRANTED TO THE WACO SYMPHONY ASSOCIATION, INC. FOR TUITION SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS PARTICIPATING IN THE WACO YOUTH SYMPHONY ORCHESTRA WHO WERE UNABLE TO PAY THEIR PARTICIPATION FEE, SUPPORT FOR BRINGING GUEST ARTISTS TO THE SYMPHONY, AND FUNDS FOR THE SEARCH FOR A NEW MUSIC DIRECTOR.

    Expenses $21,502 · Grants $21,502

As filed on the 2022 return.

Listed in Part VII

  • Ann Harder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerald Powell

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Rex Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Calao

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Bess

    EXECUTIVE DIRECTOR

    Total calculated
    $110,367
    From this org
    $0
    From related orgs
    $110,367
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349308087

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