2026-05-27T08:23:59-05:00 2025-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-09-01 746435533 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST AUST 5124766064 1113 RED RIVER ST AUSTIN TX 78701 JUSTUS ZIMMERMAN CEO/EXECUTIVE DIRECTOR 5124766064 2026-05-26 1 1 LAURA WILLARD P01310853 5123703200 2026-05-26 2024 2025-03-06 01:10:19Z DR ERNEST C BUTLER 1113 RED RIVER ST AUSTIN TX 78701 3867718 0 X WWW.AUSTINSYMPHONY.ORG X 1997 TX PROVIDING FINANCIAL SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. 12 12 0 12 0 0 676925 3268720 0 0 373110 489565 0 0 1050035 3758285 611222 615112 0 0 0 0 0 0 0 43359 50561 654581 665673 395454 3092612 17479358 22373421 0 0 17479358 22373421 PROVIDING FINANCIAL SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. (ASO). 0 0 615112 615112 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST IS A TYPE I, SECTION 509(A)(3) SUPPORTING ORGANIZATION THAT PROVIDES SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. THIS ASSISTANCE SUPPORTS CLASSICAL MUSIC PRESENTATIONS INCLUDING REGULAR SUBSCRIPTION CONCERT SERIES, YOUTH PROGRAMS, AND FREE CONCERTS TO THE PUBLIC. 615112 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 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 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X EVAN LAMBERT 5124766064 1113 RED RIVER ST AUSTIN TX 78701 ARAMINTA SELLERS BOARD MEMBER 0.25 X 0 0 0 BEN BENTZIN BOARD MEMBER 0.25 0.25 X 0 0 0 DALYA SACHS BOARD MEMBER 0.25 X 0 0 0 DANIEL B POWELL III BOARD MEMBER 0.25 0.25 X 0 0 0 DAVID DOUGLAS BOARD MEMBER 0.25 X 0 0 0 ERNEST BUTLER CHAIRMAN 0.50 0.25 X X 0 0 0 JOHANNES BRINKMANN BOARD MEMBER 0.25 X 0 0 0 JOHN MCFARLANE BOARD MEMBER 0.25 X 0 0 0 LINDA VAN BAVEL BOARD MEMBER 0.25 0.25 X 0 0 0 MARCIE JARRATT BOARD MEMBER 0.25 X 0 0 0 MARGARET DANFORTH BOARD MEMBER 0.25 X 0 0 0 MARVIN BRITTMAN BOARD MEMBER 0.25 0.25 X 0 0 0 PAUL J NATHO BOARD MEMBER 0.25 X 0 0 0 STEVE A WILSON BOARD MEMBER 0.25 X 0 0 0 SUSANNE TETZLAFF BOARD MEMBER 0.25 X 0 0 0 THOMAS M NEVILLE BOARD MEMBER 0.25 X 0 0 0 JAMES D GREEN INTERIM CEO/EXECUTIVE DIRECTOR 0.50 45.00 X 0 66059 0 JUSTUS ZIMMERMAN CEO/EXECUTIVE DIRECTOR 0.50 45.00 X 0 31949 0 0 98008 0 0 0 0 0 0 3268720 3268720 430455 430455 168543 109433 59110 59110 59110 3758285 0 0 489565 615112 615112 50561 50561 665673 615112 50561 0 299315 702721 156284 166531 17023759 21504169 17479358 22373421 0 0 X 17479358 22373421 17479358 22373421 17479358 22373421 3092612 1801451 0 X X 0 1 X 1 0 X X X 1 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC 746000068 10 1 615112 0 1 615112 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17323078 3258471 2240455 615112 22206892 14643872 578028 2712400 611222 17323078 14014885 68366 1145651 585030 14643872 16975306 55620 -2463491 552550 14014885 13913767 395331 3189099 522891 16975306 0.01441 0.70556 0.28003 0 0 0 5509175 1801451 1801451 3707724 50561 50561 3758285 615112 0 615112 50561 50561 665673 PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND THE EARNINGS FROM THE ENDOWMENT FUNDS OF THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST (THE "TRUST") ARE USED TO SUPPORT THE ACTIVITIES OF THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. THE TRUST IS A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. 1 THE AUSTIN SYMPHONY ORCHESTRA 1113 RED RIVER ST AUSTIN TX 78701 746000068 501(C)(3) 615112 0 TO PROVIDE FINANCIAL SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY. 1 0 PART I, LINE 2: THE ORGANIZATION MAKES MONETARY GRANTS FROM ITS ENDOWMENT FUNDS TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INCORPORATED (ASO), IN ORDER TO FULFILL ITS PRINCIPAL PURPOSE OF PROVIDING FINANCIAL SUPPORT TO ASO. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REGULARLY MEETS AND REVIEWS ANY CHANGES IN ACTIVITIES FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE YEAR. THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC 1113 RED RIVER ST AUSTIN TX 78701 746000068 SYMPHONY ORCHESTRA PERFORMANCES TX 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC B 615112 CASH