Nonprofit · EIN 58-1495066
NORTH CAROLINA SYMPHONY FOUNDATION
Tax-exempt · RALEIGH, NC 27612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,024,042 | $1,204,062 | $1,819,980 | $27,394,587 | $7,350 | $27,387,237 |
| June 30, 2024 | 990 | $1,971,618 | $1,086,126 | $885,492 | $24,200,426 | $6,826 | $24,193,600 |
| June 30, 2023 | 990 | $3,422,969 | $1,002,384 | $2,420,585 | $20,864,565 | $5,250 | $20,859,315 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,999,433
- Program service revenue
- $0
- Investment income
- $1,024,609
- Net gain from sales of assets
- $514,519
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,161,608
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,671
- Program services (functional)
- $1,161,608
- Management and general (functional)
- $42,454
Balance sheet and other
- Total assets, start of year
- $24,200,426
- Total assets, end of year
- $27,394,587
- Total liabilities, end of year
- $7,350
- Net assets, end of year
- $27,387,237
- Publicly traded securities
- $4,589,783
- Net assets without donor restrictions
- $2,313,867
- Net assets with donor restrictions
- $25,073,370
- Gross receipts
- $8,041,822
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1982
- State of legal domicile
- NC
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SANDI MA MACDONALD | PRESIDENT & CEO Officer | 5 | $0 | $400,332 | $35,170 |
| ROBERT SCHILLER | SR. VP, FINANCE & CFO Officer | 5 | $0 | $238,928 | $4,882 |
| ELIZABETH RANSOM | VP, PHILANTHROPY Highest-paid employee | 5 | $0 | $178,716 | $14,976 |
| MR CHIP ANDERSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MR LARRY WILSON | PAST PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MS DIANNE C SELLERS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| COL MATT SEGAL | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MS CATHARINE BIGGS ARROWOOD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JOSEPH C BASTIAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR RICHARD DICK L DAUGHERTY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR WILLIAM LEE BILL HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR D S STEVE HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR TED R KUNSTLING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR ROBERT LOWETH | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR EMILY MANN PECK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR SHALER STIDHAM JR | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SANDI MA MACDONALD | PRESIDENT & CEO Officer | 5 | $0 | $380,148 | $33,325 |
| ROBERT SCHILLER | SR. VP FINANCE & CFO Officer | 5 | $0 | $219,568 | $4,720 |
| MR CHIP ANDERSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MS DIANNE C SELLERS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| COL MATT SEGAL | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MS CATHARINE BIGGS ARROWOOD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JOE BASTIAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR RICHARD L DAUGHERTY DICK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR WM CHARLES HELTON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR WILLIAM LEE HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR D S STEVE HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR TED R KUNSTLING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR ROBERT LOWETH | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR EMILY MANN PECK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MRS ASHLEY MATLOCK PERKINSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR SHALER STIDHAM JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR LARRY WILSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SANDI MA MACDONALD | PRESIDENT & CEO Officer | 5 | $0 | $357,244 | $31,207 |
| ROBERT SCHILLER | SR. VP FINANCE & CFO Officer | 5 | $0 | $177,636 | $7,125 |
| MR CHIP ANDERSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MR LARRY WILSON | PAST PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MS DIANNE C SELLERS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| COL MATT SEGAL | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MS CATHARINE BIGGS ARROWOOD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR JOE BASTIAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR RICHARD L DAUGHERTY DICK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR WARNER L HALL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR WM CHARLES HELTON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR WILLIAM LEE HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR D S STEVE HODGES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR TED R KUNSTLING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR EMILY MANN PECK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR THOMAS H ROBERG | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR SHALER STIDHAM JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3700 GLENWOOD AVE STE 130, RALEIGH, NC 27612-5530
- In care of
- % BONNIE MEDINGER
- Principal officer (990 for 2024)
- SANDI MA MACDONALD, 3700 GLENWOOD AVE 130, RALEIGH, NC 27612
- Signed the 990
- SANDI MA MACDONALD, PRESIDENT & CEO
- Phone
- (919) 733-2750
- Website
- WWW.NCSYMPHONY.ORG
- Return prepared by
- RSM US LLP
Mission
TO RECEIVE AND HOLD THE ENDOWMENT OF THE NORTH CAROLINA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), SOLICIT ADDITIONS TO THE ENDOWMENT, SAFEGUARD ASSETS, AND EXPEND FUNDS FOR THE EXCLUSIVE USE AND BENEFIT OF THE SOCIETY.
Program accomplishments
- PROVIDE SUPPORT TO THE NORTH CAROLINA SYMPHONY SOCIETY, INC. (THE "SOCIETY"), SOLICIT ADDITIONS TO ITS ENDOWMENT, SAFEGUARD ENDOWMENT ASSETS IN A MANNER CONSISTENT WITH THE PRUDENT INVESTMENT OF ENDOWMENT FUNDS, AND EXPEND INCOME AND CAPITAL FOR THE EXCLUSIVE USE AND BENEFIT OF THE SOCIETY.Expenses $1,161,608 · grants $1,161,608
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
- 58-1495066
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $27,394,587
- Income (IRS master file)
- $8,041,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,024,042 | $1,204,062 | $27,394,587 | XML |
| 990 | June 2024 | $1,971,618 | $1,086,126 | $24,200,426 | IRS |
| 990 | June 2023 | $3,422,969 | $1,002,384 | $20,864,565 | XML |
| 990 | June 2022 | $1,631,710 | $922,566 | $16,993,158 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 58-1495066).
Questions about NORTH CAROLINA SYMPHONY FOUNDATION
- What is the EIN of NORTH CAROLINA SYMPHONY FOUNDATION?
- The employer identification number (EIN) of NORTH CAROLINA SYMPHONY FOUNDATION is 58-1495066.
- Is NORTH CAROLINA SYMPHONY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to NORTH CAROLINA SYMPHONY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does NORTH CAROLINA SYMPHONY FOUNDATION 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 NORTH CAROLINA SYMPHONY FOUNDATION 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 NORTH CAROLINA SYMPHONY FOUNDATION 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 NORTH CAROLINA SYMPHONY FOUNDATION?
- The 990 for the year ended June 30, 2025 names SANDI MA MACDONALD.
- Who are the officers and directors of NORTH CAROLINA SYMPHONY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does NORTH CAROLINA SYMPHONY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,024,042, expenses of $1,204,062 and total assets of $27,394,587 at year end.
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All nonprofits in RALEIGH · North Carolina · Arts, culture and humanities