2026-07-02T08:39:00-05:00 2025-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2024-07-01 421246575 DES MOINES SYMPHONY FOUNDATION DESM 5152804000 1011 LOCUST ST STE 200 200 DES MOINES IA 50309 RICHARD EARLY EXECUTIVE DIRECTOR 5152804000 2026-05-12 1 0 JEFFEREY ROY P01951847 5152258400 2024 2025-03-06 01:10:19Z RICHARD EARLY 1011 LOCUST ST DES MOINES IA 50309 7107578 0 X WWW.DMSYMPHONY.ORG X 1983 IA THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO THE DES MOINES SYMPHONY ASSOCIATION. 13 13 0 13 0 0 282472 190688 0 0 618077 1123608 0 0 900549 1314296 1211689 1273957 0 0 0 0 0 0 0 69601 72779 1281290 1346736 -380741 -32440 19185050 19994646 495333 307716 18689717 19686930 X THE FOUNDATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO THE DES MOINES SYMPHONY ASSOCIATION TO ALLOW THE ASSOCIATION TO ACHIEVE BOTH IMMEDIATE AND LONG-TERM GOALS. THE FOUNDATION IS INTENDED TO BE A PERMANENT ENDOWMENT FUND THAT WILL SUPPORT THE CONTINUING VIABILITY OF THE ASSOCIATION IN PERPETUITY BY PROVIDING A CONSISTENT, MEANINGFUL, ANNUAL CONTRIBUTION TOWARD THE OPERATIONS OF THE ASSOCIATION. 0 0 1273957 1273957 PROVIDE FINANCIAL SUPPORT TO THE DES MOINES SYMPHONY ASSOCIATION. 1273957 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 5152804000 1011 LOCUST ST DES MOINES IA 50309 AMY BEATTIE PRESIDENT 1.00 X X 0 0 0 ASHLEE VIEREGGER VICE PRESIDENT / PRESIDENT 1.00 X X 0 0 0 BRADLEY D SMERAGE TREASURER 1.00 X X 0 0 0 DOUGLAS B DORNER DIRECTOR 1.00 X 0 0 0 RACHEL R MCLEAN DIRECTOR 1.00 X 0 0 0 STACEY HORST DIRECTOR 1.00 X 0 0 0 ANGELA R SANDERS DIRECTOR 1.00 X 0 0 0 REBECCA D SHAW DIRECTOR 1.00 X 0 0 0 BARBARA BEATTY DIRECTOR 1.00 X 0 0 0 BARBARA G MILES DIRECTOR 1.00 X 0 0 0 DANIEL C ROYER DIRECTOR 1.00 X 0 0 0 ROBERT R SHRECK DIRECTOR 1.00 X 0 0 0 ANDREW NISH DIRECTOR 1.00 X 0 0 0 RICHARD EARLY EXECUTIVE DIRECTOR 1.00 40.00 X 0 156444 10618 RENEE DAVENPORT SECRETARY 1.00 40.00 X 0 57678 2556 0 214122 13174 0 0 1 0 0 190688 190688 360876 360876 6556014 5793282 762732 762732 762732 1314296 0 0 1123608 1273957 1273957 15700 15700 53421 53421 2300 2300 990 990 TRAINING 368 368 1346736 1273957 72779 0 369415 323318 425397 11000 12009294 12721505 6380944 6938823 19185050 19994646 495333 307716 495333 307716 X 8165863 9028499 10523854 10658431 18689717 19686930 19185050 19994646 X -32440 222646 807007 X 0 1 X 1 0 X X 1 DES MOINES SYMPHONY ASSOCIATION 426058830 10 1 1273957 0 1 1273957 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE FOUNDATION AND THE ASSOCIATION ARE UNDER COMMON MANAGEMENT CONTROL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18245060 624344 2153261 1293314 53421 19675930 16454840 537293 2254338 950806 50605 18245060 12961706 3332017 1428948 1220931 46900 16454840 10871529 4591937 -1829364 624354 48042 12961706 8899590 692310 1894014 575437 38948 10871529 0.49440 0.47110 0.03450 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD AT THE COMMUNITY FOUNDATION 6938823 6938823 X 2290528 222646 753586 976232 1314296 0 1314296 1293315 0 1293315 53421 53421 1346736 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX PERIODS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 807,007. INVESTMENT FEES -53,421. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 53,421. 1 DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST ST SUITE 200 DES MOINES IA 50309 426058830 501(C)(3) 1273957 0 OPERATIONS OF DSMA 1 0 0 0 0 0 0 0 0 0 RICHARD EARLY EXECUTIVE DIRECTOR 0 154918 0 1526 0 0 0 6197 0 4421 0 167062 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER ANNUALLY REVIEWS THE FORM 990 AND SUBMITS IT TO THE FULL BOARD OF DIRECTORS, WHO REVIEW AND APPROVE IT FOR FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS. THIS POLICY IS MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE DES MOINES SYMPHONY FOUNDATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THEIR MAIN OFFICE. PHOTOCOPIES OF THE DOCUMENTS ARE PROVIDED WITHIN ONE WEEK OF ANY REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME AS DESCRIBED IN THE INTERNAL REVENUE CODE SECTION 6104(D) FOR OTHER PUBLIC DISCLOSURE DOCUMENTS. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 807,007. DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST ST SUITE 200 DES MOINES IA 50309 426058830 IA 501(C)(1) LINE 10 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 DES MOINES SYMPHONY ASSOCIATION B 1223957 BOOK VALUE DES MOINES SYMPHONY ASSOCIATION E 307716 BOOK VALUE DES MOINES SYMPHONY ASSOCIATION P 50000 BOOK VALUE