2026-02-13T13:06:17-06:00 2025-05-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2024-06-01 561542010 GREENSBORO SYMPHONY ENDOWMENT FUND GREE 3368569733 2205 MADISON AVENUE GREENSBORO NC 27403 BERT DAVIS JR TREASURER 3368569733 2026-01-29 1 0 STACY M WEST CPA P00452212 3362759886 2026-01-29 2024 2025-03-06 01:10:19Z BERT DAVIS JR 614 WILLOUGHBY BLVD GREENSBORO NC 27408 388004 0 X N/A X 1986 NC ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 10 10 0 1 0 0 117366 50000 0 0 258159 338004 0 0 375525 388004 292000 270000 0 0 0 0 0 0 0 41361 44361 333361 314361 42164 73643 5508381 5714068 0 0 5508381 5714068 ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 0 0 270000 270000 166860 ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 270000 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X LEWIS RITCHIE 3362826603 8 CHARLESTON SQUARE GREENSBORO NC 27408 X JONATHAN SMITH CHAIR 1.00 X X 0 0 0 BERT DAVIS JR TREASURER 1.00 X X 0 0 0 ROBBY HASSELL SECRETARY 1.00 X X 0 0 0 LEWIS RITCHIE BOOKKEEPER 1.00 X 0 0 0 ERIC ELEY TRUSTEE 1.00 X 0 0 0 AL LINEBERRY JR TRUSTEE 1.00 X 0 0 0 CAROLYN MEWBORN TRUSTEE 1.00 X 0 0 0 SUSAN SCHWARTZ TRUSTEE 1.00 X 0 0 0 J SAMUEL CONE TRUSTEE 1.00 X 0 0 0 AMY CONLEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 50000 50000 171144 171144 166860 0 166860 166860 166860 388004 166860 0 171144 270000 270000 7300 7300 37061 37061 314361 270000 44361 0 214443 245317 5293938 5468751 5508381 5714068 0 0 X 5508381 5714068 5508381 5714068 5508381 5714068 73643 132044 0 X X 0 1 X 1 0 X X 1 GREENSBORO SYMPHONY ORCHESTRA 566063111 10 1 270000 0 1 270000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: THE ORGANIZATIONS ONLY ACTIVITIES INVOLVES MANAGING INVESTMENTS FOR THE BENEFIT OF THE GREENSBORO SYMPHONY ORCHESTRA. SUPPORT PAYMENTS FROM THE ORGANIZATION TO THE GREENSBORO SYMPHONY ORCHESTRA PROVIDES FOR THE CONTINUATION OF THE GREENSBORO SYMPHONY ORCHESTRA. PART IV, SECTION E, LINE 2B: IF THE GREENSBORO SYMPHONY ENDOWMENT FUND DID NOT EXIST, THE GREENSBORO SYMPHONY ORCHESTRA WOULD HAVE TO TAKE ON THE RISK OF INVESTING THE DONATIONS FOR THE FURTHERANCE OF THE ORCHESTRA. PART IV, SECTION D, LINE 2: THE CHAIR OF THE GREENSBORO SYMPHONY ENDOWMENT FUND IS INVITED TO BOARD MEETINGS OF THE SYMPHONY, BUT DOES NOT SERVE ON THE GOVERNING BOARD. THE CHAIR OF THE ENDOWMENT FUND ALSO MEETS WITH THE MARKETING DIRECTOR AND EXECUTIVE DIRECTOR PERIODICALLY ABOUT DEVELOPMENT EFFORTS, SYMPHONY UPDATES, AND POTENTIAL DONORS FOR THE ENDOWMWNT FUND. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5508380 50000 469918 277169 37061 5714068 5039393 117366 684982 292000 41361 5508380 5337888 30000 -48602 240000 39893 5039393 5731813 83263 -201216 234500 41472 5337888 4726512 1125 1242941 200000 38765 5731813 0.76000 0.24000 0 0 0 EQUITIES - CONSUMER DISCRETIONARY 142097 F EQUITIES - CONSUMER STAPLES 156909 F EQUITIES - ENERGY 80262 F EQUITIES - FINANCIALS 281264 F EQUITIES - HEALTH CARE 189770 F EQUITIES - INDUSTRIAL 172951 F EQUITIES - INFORMATION TECHNOLOGY 554620 F EQUITIES - MATERIALS 33444 F EQUITIES - REAL ESTATE 8932 F EQUITIES - TELECOMMUNICATIONS 125148 F EQUITIES - UTILITIES 69273 F MUTUTAL FUNDS - FIXED INCOME 1915700 F MUTUTAL FUNDS - EQUITY 1738381 F 5468751 X PART X, LINE 2: THE FUND IS A RECOGNIZED CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND NORTH CAROLINA INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FUND'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF MAY 31, 2025, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. AS OF MAY 31, 2025, AND INCLUDING THE PREVIOUS THREE (3) YEARS CONSIDERING EXTENSIONS, THE FUND'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. 1 GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 566063111 501(C)(3) 270000 0 SUPPORT THE GREENSBORO SYMPHONY. FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY TREASURER AND BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MINUTES OF THE BOARD SHALL REFLECT THAT CONFLICT OF INTEREST ARE DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 1: THE ORGANIZATION HAS NOT CHANGED ITS ACCOUNTING METHOD. THE ORGANIZATION OPERATES ON A MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OF THE AUDIT OR SELECTION OF AN ACCOUNTANT FROM THE PRIOR TAX YEAR. GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 566063111 PROVIDE SYMPHONY PROGRAMS TO ENCHANCE THE LIVES OF RESIDENTS IN GREENSBORO. NC 501(C)(3) SEC 170 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREENSBORO SYMPHONY ORCHESTRA B PERCENTAGE OF NET ASSETS