Nonprofit · EIN 20-5635406
WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC
Tax-exempt · CHARLESTON, WV 25304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $438,305 | $316,657 | $121,648 | $13,960,017 | $260,000 | $13,700,017 |
| June 30, 2024 | 990 | $383,606 | $296,197 | $87,409 | $12,554,860 | $135,000 | $12,419,860 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $90,999
- Program service revenue
- $0
- Investment income
- $347,306
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $260,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $260,000
- Management and general (functional)
- $56,657
Balance sheet and other
- Total assets, start of year
- $12,554,860
- Total assets, end of year
- $13,960,017
- Total liabilities, end of year
- $260,000
- Net assets, end of year
- $13,700,017
- Publicly traded securities
- $13,575,610
- Net assets without donor restrictions
- $819,573
- Net assets with donor restrictions
- $12,880,444
- Gross receipts
- $438,305
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN FOSTER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| PATRICK A BOND | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID SAYRE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOHN ELLIOT | BOARD MEMBER Trustee or director | 1 | $0 |
| CRAIG SLAUGHTER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE DEXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| RUTH JOSECK | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY TEETER | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK DEVER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN FOSTER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| PATRICK A BOND | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID SAYRE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOHN ELLIOT | BOARD MEMBER Trustee or director | 1 | $0 |
| CRAIG SLAUGHTER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE DEXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM QUINLAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY TEETER | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDY MCGHEE | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4700 MACCORKLE AVE SE STE 101, CHARLESTON, WV 25304-1907
- In care of
- % PAUL HELFRICH
- Principal officer (990 for 2024)
- JOE TACKETT, PO BOX 2292, CHARLESTON, WV 25328
- Signed the 990
- JOE TACKETT, PRESIDENT & CEO
- Phone
- (304) 957-9876
- Website
- WVSYMPHONY.ORG
- Return prepared by
- GRAY GRIFFITH & MAYS AC
Mission
THE WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION, INC (THE FOUNDATION) IS A SUPPORTING ORGANIZATION, INCORPORATED SOLELY TO PROVIDE FINANCIAL SUPPORT TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. THE FOUNDATION WAS ESTABLISHED TO MANAGE PERMANENTLY RESTRICTED ENDOWMENT CONTRIBUTIONS (I.E., CONTRIBUTIONS INTENDED BY THEIR DONORS TO BENEFIT THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. IN PERPETUITY) THEREBY PROVIDING FINANCIAL ASSISTANCE TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. THROUGH ANNUAL DISTRIBUTION BASED ON A PERCENTAGE OF THE NET FAIR MARKET VALUE OF THE FOUNDATIONS TOTAL ENDOWMENT.
Program accomplishments
- PROVIDE SUPPORT TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. IN ACCORDANCE WITH THE FOUNDATION'S STATEMENT OF PRIMARY EXEMPT PURPOSE.Expenses $260,000 · grants $260,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5635406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A116)
- Assets (IRS master file)
- $13,960,017
- Income (IRS master file)
- $438,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $438,305 | $316,657 | $13,960,017 | XML |
| 990 | June 2024 | $383,606 | $296,197 | $12,554,860 | XML |
| 990 | June 2023 | $320,503 | $112,526 | $11,326,629 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5635406).
Questions about WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC
- What is the EIN of WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC?
- The employer identification number (EIN) of WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC is 20-5635406.
- Is WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JOE TACKETT.
- Who are the officers and directors of WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WEST VIRGINIA SYMPHONY ORCHESTRA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $438,305, expenses of $316,657 and total assets of $13,960,017 at year end.
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