2024-05-09T08:51:51-05:00 2023-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2022-07-01 205180812 Jacksonville Symphony Foundation Inc % THOMAS FLAHERTY JACK 9043540792 300 Water Street Suite 200 Jacksonville FL 32202 THOMAS FLAHERTY CFO 9043540792 2024-05-15 true THOMAS FLAHERTY 999009999 SABRE J LINAHAN P01372980 4048746244 2024-05-15 3 2022 2023-04-26 12:10:37Z X Steven B Libman 300 Water Street Suite 200 Jacksonville FL 32202 205207 false X N/A X 2006 FL THE ORGANIZATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE JACKSONVILLE SYMPHONY ASSOCIATION, INC. X 5 5 0 5 -46935 0 0 0 0 0 235822 205207 0 0 235822 205207 1129000 9250156 0 0 0 0 0 0 0 40980 21040 1169980 9271196 -934158 -9065989 8048569 0 0 0 8048569 0 THE ORGANIZATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE JACKSONVILLE SYMPHONY ASSOCIATION, INC. false false 9250156 9250156 FINANCIAL ASSISTANCE TO THE JACKSONVILLE SYMPHONY ASSOCIATION, INC., A 501(C)(3) ORGANIZATION. 9250156 true false false false false false false false true false false false false false true false true false false false false false false false false false true false true false false false false false false false false false false true false false true false false false true 0 0 0 false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true false false false true true false X THOMAS FLAHERTY 9043545547 300 WATER STREET SUITE 200 Jacksonville FL 32202 MR STEVEN LIBMAN PRESIDENT & CEO 3.0 40.0 X 0 257656 12872 MR THOMAS FLAHERTY VP & CFO 3.0 40.0 X 0 165781 25679 MR PETER KARPEN CHAIR 1.0 0.0 X 0 0 0 MR GILCHRIST B BERG TRUSTEE 0.5 0.5 X 0 0 0 MR JEFFREY E BERNARDO TRUSTEE 0.5 0.0 X 0 0 0 MR MATTHEW MARCIN TRUSTEE 0.5 0.5 X 0 0 0 MR CHARLES S JOSEPH TRUSTEE 0.5 0.5 X 0 0 0 0 423437 38551 0 false true false 0 0 0 122205 -46935 169140 0 0 0 0 0 83002 83002 83002 83002 0 0 0 0 0 0 0 0 0 0 205207 -46935 252142 9250156 9250156 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21040 21040 0 0 0 0 0 0 0 0 0 0 0 0 0 9271196 9250156 21040 0 0 0 1397864 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6650705 0 0 0 0 0 0 0 8048569 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8048569 0 0 0 8048569 0 8048569 0 -9065989 1017420 X false true X true false X X X 1 JACKSONVILLE SYMPHONY ASSOCIATION INC 596002520 7 true 9250156 0 1 9250156 true false false false false false false false false false false false false false false false SCH A, PART IV, SECTION C, LINE 1 WHILE THE MAJORITY OF THE ORGANIZATION'S DIRECTORS OR TRUSTEES DURING THE TAX YEAR WERE ALSO DIRECTORS OR TRUSTEES OF THE ORGANIZATION'S SUPPORTING ORGANIZATION, THEY DID NOT MAKE UP THE MAJORITY OF THE DIRECTORS OR TRUSTEES OF THE SUPPORTING ORGANIZATION. 11614969 -2437400 1129000 8048569 9407868 3051101 844000 11614969 11067687 100000 -522083 1237736 9407868 12097749 100000 353773 1483835 11067687 1.00000 false false 0 0 X SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUND IS ORGANIZED FOR THE SOLE PURPOSE OF SUPPORTING THE JACKSONVILLE SYMPHONY ASSOCIATION, INC. SCHEDULE D, PART X, LINE 2 THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE SYMPHONY EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS TAKEN. THE SYMPHONY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE SYMPHONY HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATING FINANCIAL STATEMENTS. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. WITH FEW EXCEPTIONS, AT JUNE 30, 2023, THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. AS OF AND FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE SYMPHONY DID NOT HAVE A LIABILITY FOR ANY UNRECOGNIZED TAXES. THE SYMPHONY HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. true JACKSONVILLE SYMPHONY ASSOCIATION Inc 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 566002520 501(C)(3) 9250156 FINANCIAL SUPPORT 1 SCHEDULE I, PART I, LINE 2 FUNDS ARE TRANSFERRED TO THE SUPPORTING ORGANIZATION BASED ON NEED. X false true X false false false false false false false false false MR STEVEN LIBMAN PRESIDENT & CEO 242656 15000 0 11872 1440 270968 0 MR THOMAS FLAHERTY VP & CFO 165031 750 0 6820 19299 191900 0 SCHEDULE J, PART I, LINE 2 THE RELATED ASSOCIATION PAYS MEMBERSHIP FEES FOR AN OFFICER TO CONDUCT VARIOUS BUSINESS MATTERS. THIS HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART II STEVEN LIBMAN AND THOMAS FLAHERTY RECEIVE COMPENSATION FROM A RELATED ORGANIZATION, JACKSONVILLE SYMPHONY ASSOCIATION INC. THEY RECEIVE NO COMPENSATION FROM JACKSONVILLE SYMPHONY FOUNDATION INC. DISSOLUTION 2023-06-22 7965862 FMV 596002520 JACKSONVILLE SYMPHONY ASSOCIATION 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 501(C)(3) false false false false true true true true false SCHEDULE N, PART I, LINE 1 JACKSONVILLE SYMPHONY FOUNDATION INC HAS HISTORICALLY BEEN A SUPPORTING ORGANIZATION OF JACKSONVILLE SYMPHONY ASSOCIATION INC. AS OF JUNE 22, 2023, THE FOUNDATION AND ASSOCIATION AGREED IT WAS IN THE BEST INTEREST TO TERMINATE THE FOUNDATION AND DISTRIBUTE THE ASSETS TO THE ASSOCIATION. OFFICERS OF THE FOUNDATION ARE ALREADY SERVING AS OFFICERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO AND CFO AND THEN SHARED WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINES 12-14 JACKSONVILLE SYMPHONY FOUNDATION, INC'S DID NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART VI, SECTION B, LINE 15A STEVE LIBMAN AND THOMAS FLAHERTY RECEIVE COMPENSATION SOLELY FROM A RELATED ORGANIZATION, JACKSONVILLE SYMPHONY ASSOCIATION. THEY RECEIVES NO COMPENSATION FROM THE FOUNDATION. COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS APPROVED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 JACKSONVILLE SYMPHONY FOUNDATION, INC'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE AT 300 WEST WATER ST, JACKSONVILLE, FL. JACKSONVILLE SYMPHONY ASSOCIATION 300 WEST WATER STREET STE 200 JACKSONVILLE FL 32202 596002520 ORCHESTRAL FL 501C3 7 NA false false true false false false false false false false false false false false true true false false false false