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← THE SYMPHONY FUND

Form 990 for tax year 2023

Filed by THE SYMPHONY FUND.

Totals

Total revenue
$2,126,668
Total expenses
$2,134,745
Contributions and grants received
$3,828
Grants paid
$2,050,956
Program service revenue
$0
Investment income
$2,122,840
Other revenue
$0
Total assets, end of year
$88,769,781
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$88,769,781
Program services expenses (Part IX)
$2,050,956
Management and general expenses
$83,789
Fundraising expenses
$0
Program service expenses (Part III)
$2,050,956

Program services were 96.1% 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

    $3,828

  • 3 · Investment income

    total $1,823,568 · excluded $1,823,568

  • 7a · Gross sales of assets other than inventory

    securities $87,928,331

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

    securities $87,629,059

  • 7c · Gain or loss

    securities $299,272

  • 7d · Net gain or loss

    total $299,272 · excluded $299,272

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,050,956 · program services $2,050,956

  • 11f · Fees: investment management

    total $83,789 · management and general $83,789

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $600 · end of year $600

  • 11 · Investments: publicly traded securities

    beginning of year $79,707,043 · end of year $88,051,094

  • 15 · Other assets

    beginning of year $674,375 · end of year $718,087

  • 27 · Net assets without donor restrictions

    beginning of year $600 · end of year $600

  • 28 · Net assets with donor restrictions

    beginning of year $80,381,418 · end of year $88,769,181

Mission and programs · 2023

Mission

COLORADO SYMPHONY FUND'S PRIMARY PURPOSE IS TO SUPPORT THE COLORADO SYMPHONY ASSOCIATION ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS.

Activities or mission (Part I)

RAISE, HOLD, AND DISTRIBUTE FUNDS FOR THE OPERATING NEEDS OF COLORADO SYMPHONY ASSOCIATION.

  • THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE, HOLD, AND ADMINISTER FUNDS FOR A PERMANENT ENDOWMENT FOR THE LONG-TERM OPERATING NEEDS OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS.

    Expenses $2,050,956 · Grants $2,050,956

As filed on the 2023 return.

Listed in Part VII

  • Steve Brett

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Norman Wilson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kip Wallen

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • James Butler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • William Wallace

    TRUSTEE

    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

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
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202520539349300607

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