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← LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89

Form 990 for tax year 2023

Filed by LIMA SYMPHONY ORCHESTRA ENDOWMENT TR 03-17-89.

Totals

Total revenue
$242,717
Total expenses
$93,509
Contributions and grants received
$27,538
Grants paid
$82,872
Program service revenue
$0
Investment income
$215,179
Other revenue
$0
Total assets, end of year
$1,619,424
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,619,424
Program services expenses (Part IX)
$93,509
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$93,509

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH BROEN ELLIS

    EXECUTIVE DIRECTOR

    Total calculated
    $72,180
    From this org
    $0
    From related orgs
    $72,180
    Other
    $0
    Hours/week
    1

  • FIFTH THIRD BANK

    TRUSTEE

    Total calculated
    $10,637
    From this org
    $10,637
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • TY LOTZ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BEN DIEPENBROCK

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JAN HAWK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARI KUHN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CHAD STEARNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANNON WANNEMACHER

    PAST PRESIDENT

    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
11 July 2024
IRS schema version
2023v5.1
Source object
202432209349301508

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