Skip to content
Nonprofiteer
← FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR

Form 990 for tax year 2024

Filed by FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR.

Totals

Total revenue
$2,350,541
Total expenses
$1,867,350
Contributions and grants received
$969,189
Grants paid
$1,758,698
Program service revenue
$0
Investment income
$1,381,352
Other revenue
$0
Total assets, end of year
$37,355,631
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$37,355,631
Program services expenses (Part IX)
$1,758,698
Management and general expenses
$108,652
Fundraising expenses
$0
Program service expenses (Part III)
$1,758,698

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Rose-Anne Frano

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Jack Buhsmer

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lois Stulberg

    Director

    Total calculated
    $0
    Hours/week
    2

  • Peter Kretzmer

    Director

    Total calculated
    $0
    Hours/week
    2

  • Skip Sack

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joseph McKenna

    President and CEO - FWCS

    Total calculated
    $346,057
    From this org
    $0
    From related orgs
    $281,144
    Other
    $64,913
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,544 related
    Bonus
    $0
    Other
    $0 + $3,600 related
    Deferred
    $0 + $33,044 related
    Nontaxable benefits
    $0 + $31,869 related
    Filer's total
    $0 + $346,057 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
2024
Filed
11 December 2025
IRS schema version
2024v5.1
Source object
202533459349300323

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.