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← ROCKFORD SYMPHONY ORCHESTRA FOUNDATION

Form 990 for tax year 2024

Filed by ROCKFORD SYMPHONY ORCHESTRA FOUNDATION.

Totals

Total revenue
$387,267
Total expenses
$123,561
Contributions and grants received
$31,038
Grants paid
$96,106
Program service revenue
$0
Investment income
$356,229
Other revenue
$0
Total assets, end of year
$2,767,948
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,767,948
Program services expenses (Part IX)
$96,106
Management and general expenses
$27,455
Fundraising expenses
$0
Program service expenses (Part III)
$96,106

Program services were 77.8% 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

    $31,038

  • 3 · Investment income

    total $89,058 · related or exempt $89,058

  • 7a · Gross sales of assets other than inventory

    securities $1,377,478

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

    securities $1,110,307

  • 7c · Gain or loss

    securities $267,171

  • 7d · Net gain or loss

    total $267,171 · related or exempt $267,171

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $96,106 · program services $96,106

  • 11b · Fees: legal

    total $15 · management and general $15

  • 11c · Fees: accounting

    total $6,641 · management and general $6,641

  • 11f · Fees: investment management

    total $19,702 · management and general $19,702

  • 23 · Insurance

    total $1,097 · management and general $1,097

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,909 · end of year $1,897

  • 9 · Prepaid expenses and deferred charges

    beginning of year $823 · end of year $823

  • 11 · Investments: publicly traded securities

    beginning of year $2,556,302 · end of year $2,765,228

  • 25 · Other liabilities

    beginning of year $16,258

  • 27 · Net assets without donor restrictions

    beginning of year $670,861 · end of year $874,033

  • 28 · Net assets with donor restrictions

    beginning of year $1,893,915 · end of year $1,893,915

Mission and programs · 2024

Mission

ORGANIZATION TO BUILD A PERMANENT ENDOWMENT FOR THE BENEFIT OF THE ROCKFORD SYMPHONY ORCHESTRA AND ITS PROGRAMS.

  • GRANTS TO BENEFIT THE ROCKFORD SYMPHONY ORCHESTRA AND ITS PROGRAMS.

    Expenses $96,106 · Grants $96,106

As filed on the 2024 return.

Listed in Part VII

  • WILLIAM KOBLER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CHRIS KOVARIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARCIA MUELLER

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1

  • DAVID WHITEHOUSE

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • MINDY YOUNG

    DIRECTOR

    Total calculated
    $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

Provenance

Return type
form_990
Tax year
2024
Filed
7 January 2026
IRS schema version
2024v5.0
Source object
202600269349301650

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