2024-04-26T16:18:53-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 1000 E PRESTON AVE STE 200 SHREVEPORT LA 71105 990 2022-07-01 581949659 SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION SHRE 3182227496 P O BOX 205 SHREVEPORT LA 711620205 MORGAN WALKER EXECUTIVE DIRECTOR 3182227496 2024-04-26 1 MORGAN WALKER 999009999 1 PAMELA G PERKINS CPA P01006677 3182222222 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MORGAN WALKER P O BOX 205 SHREVEPORT LA 711620205 1178106 0 X N/A X 1990 LA THE SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION IS A 501(C)3 CORPORATION THAT IS A SUPPORTING ORGANIZATION TO THE SHREVEPORT SYMPHONY, INC. 4 4 0 0 0 0 15000 913653 0 242034 23594 19790 87819 2629 126413 1178106 0 0 0 0 0 0 0 0 0 79269 60459 79269 60459 47144 1117647 704634 1831570 0 0 704634 1831570 THE SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION IS A 501(C)3 CORPORATION THAT IS A SUPPORTING ORGANIZATION TO THE SHREVEPORT SYMPHONY, INC. 0 0 244663 THE SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION IS A SUPPORTING ORGANIZATION TO THE SHREVEPORT SYMPHONY, INC. 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 LA X X THE ORGANIZATION 3182227496 PO BOX 205 SHREVEPORT LA 71162 X CHARLTON HAVARD LYONS IV PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT CRAWFORD VICE PRESIDENT/TREASURER 1.00 1.00 X X 0 0 0 LAURA MCLEMORE SECRETARY 1.00 1.00 X X 0 0 0 MARGARET SHEHEE DIRECTOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 913653 913653 NEW CONCERT SHELL RECE 711110 206539 206539 BASS CHAIR RECEIPTS 711110 35495 35495 242034 15754 15754 4036 0 4036 4036 4036 OTHER INCOME 900099 2629 2629 2629 1178106 244663 0 19790 X 5240 5240 4884 4884 44360 44360 4722 4722 TAXES 1188 1188 PRINTING AND REPRODUCTI 65 65 60459 0 60459 0 123707 1010289 7166 9136 5000 5000 94443 48402 50763 46041 430179 452336 87819 308768 704634 1831570 0 0 X 380273 1247890 324361 583680 704634 1831570 704634 1831570 1117647 9289 0 X X 0 1 X 0 0 X X 1 SHREVEPORT SYMPHONY INC 726001334 10 1 1000 0 1 1000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART I, LINE 12 THE SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION IS A 501(C)3 CORPORATION THAT IS A SUPPORTING ORGANIZATION TO THE SHREVEPORT SYMPHONY, INC. THE SHREVEPORT SYMPHONY ORCHESTRA FOUNDATION OWNS THE BUILDING THAT IS USED EXCLUSIVELY BY THE SHREVEPORT SYMPHONY, INC. FOR ITS ADMINISTRATIVE OFFICE. THE FOUNDATION MAINTAINS AN ENDOWMENT FUND. INCOME FROM THIS FUND CAN BE USED TO SUPPORT SHREVEPORT SYMPHONY, INC. SCHEDULE A, PART I, LINE 12 THE FOUNDATION'S BOARD IS COMPRISED OF MEMBER'S OF THE SUPPORTED ORGANIZATION'S BOARD. THE BOARD CONTROLS THE INVESTMENT POLICIES OF THE ORGANIZATION AND MANAGES THE ENDOWMENT FUND. SCHEDULE A, PART IV, SECTION E, LINE 2A SEE EXPLANATIONS ABOVE SCHEDULE A, PART IV, SECTION E, LINE 2B SEE EXPLANATIONS ABOVE SCHEDULE A, PART IV, SECTION D, LINE 3 SEE EXPLANTIONS ABOVE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 704634 1102909 24194 55575 1776162 710111 102819 -34082 74214 704634 642139 85442 17470 710111 488670 184699 -21547 9683 642139 483845 36435 21472 10138 488670 0 0 94443 48402 46041 46041 PUBLICLY TRADED SECURITIES 452336 F 452336 PROMISTES TO GIVE RESTRICTED FOR ACQUISITION OF LT ASSETS 308768 308768 X 1182511 9289 9289 1173222 4884 4884 1178106 55575 0 55575 4884 4884 60459 PART X, LINE 2: UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF LOUISIANA, THE FOUNDATION IS EXEMPT FROM INCOME TAXES, EXCEPT FROM UNRELATED BUSINESS INCOME. THERE WERE NO UNRELATED BUSINESS ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2023; ACCORDINGLY, NO TAX EXPENSE WAS INCURRED FOR THE YEAR ENDED JUNE 30, 2023. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE TREASURER PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING THE OPERATIONS OF THE ORGANIZATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,360. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SHREVEPORT SYMPHONY INC P O BOX 205 SHREVEPORT LA 71162 726001334 SYMPHONY ORCHESTRA LA 501(C)3 LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SHREVEPORT SYMPHONY INC S 1000 CASH