Nonprofit · EIN 63-1247731
HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION
Tax-exempt · HUNTSVILLE, AL 35804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $497,598 | $338,634 | $158,964 | $3,879,882 | $0 | $3,879,882 |
| June 30, 2024 | 990 | $486,058 | $201,095 | $284,963 | $3,350,370 | $0 | $3,350,370 |
| June 30, 2023 | 990 | $96,803 | $186,616 | -$89,813 | $3,160,752 | $7,000 | $3,153,752 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $47,678
- Program service revenue
- $0
- Investment income
- $449,920
- Net gain from sales of assets
- $342,697
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $180,962
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,500
- Program services (functional)
- $180,962
- Management and general (functional)
- $34,987
- Fundraising (functional)
- $122,685
Balance sheet and other
- Total assets, start of year
- $3,350,370
- Total assets, end of year
- $3,879,882
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,879,882
- Publicly traded securities
- $3,876,205
- Net assets without donor restrictions
- $3,879,882
- Gross receipts
- $2,175,503
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2000
- State of legal domicile
- AL
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 |
|---|---|---|---|
| LOUISE CARTER | CHAIR Trustee or director, Officer | 2 | $0 |
| TY SHEPARD | MEMBER Trustee or director | 1 | $0 |
| KATHI TEW | MEMBER Trustee or director | 1 | $0 |
| JEFF BROWN | MEMBER Trustee or director | 1 | $0 |
| KEVIN BYRNES | MEMBER Trustee or director | 1 | $0 |
| MARIE SCHNEIDER | MEMBER Trustee or director | 1 | $0 |
| MONRO LANIER | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| VICKI VAN VALKENBURGH | SECRETARY Trustee or director, Officer | 2 | $0 |
| ANDREW BOYD | MEMBER Trustee or director | 1 | $0 |
| MICHAEL LAPIDUS | MEMBER Trustee or director | 1 | $0 |
| PAULA RENFROE | MEMBER Trustee or director | 1 | $0 |
| DAVID CHENAULT | MEMBER Trustee or director | 1 | $0 |
| STEVE PRATT | MEMBER Trustee or director | 1 | $0 |
| CATHY SCHOLL | MEMBER Trustee or director | 1 | $0 |
| PATRICK ROBBINS | TREASURER Trustee or director, Officer | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN HALCOMB | EX OFFICIO-N Officer | 1 | $0 |
| COURTNEY GATTIS | EX OFFICIO-N Officer | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE WASHBURN | CHAIR Trustee or director, Officer | 2 | $0 |
| LOUISE CARTER | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| TY SHEPARD | SECRETARY Trustee or director, Officer | 2 | $0 |
| KATHI TEW | TREASURER Trustee or director, Officer | 2 | $0 |
| JEFF BROWN | MEMBER Trustee or director | 1 | $0 |
| KEVIN BYRNES | MEMBER Trustee or director | 1 | $0 |
| MARIE SCHNEIDER | MEMBER Trustee or director | 1 | $0 |
| MONRO LANIER | MEMBER Trustee or director | 1 | $0 |
| VICKI VAN VALKENBURGH | MEMBER Trustee or director | 1 | $0 |
| DAVID CHAN | MEMBER Trustee or director | 1 | $0 |
| ANDREW BOYD | MEMBER Trustee or director | 1 | $0 |
| MICHAEL LAPIDUS | MEMBER Trustee or director | 1 | $0 |
| PAULA RENFROE | MEMBER Trustee or director | 1 | $0 |
| PATRICK ROBBINS | MEMBER Trustee or director | 1 | $0 |
| DAVID CHENAULT | MEMBER Trustee or director | 1 | $0 |
| STEVE PRATT | MEMBER Trustee or director | 1 | $0 |
| CATHY SCHOLL | MEMBER Trustee or director | 1 | $0 |
| COURTNEY GATTIS | EX OFFICIO-N Trustee or director | 1 | $0 |
| DAN HALCOMB | EX OFFICIO-N Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE WASHBURN | CHAIR Trustee or director, Officer | 2 | $0 |
| DAVID CHENAULT | MEMBER Trustee or director | 1 | $0 |
| PATRICK ROBBINS | MEMBER Trustee or director | 1 | $0 |
| MARIE SCHNEIDER | MEMBER Trustee or director | 1 | $0 |
| JEFF BROWN | MEMBER Trustee or director | 1 | $0 |
| STEVE PRATT | MEMBER Trustee or director | 1 | $0 |
| LOUISE CARTER | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| DAVID CHAN | MEMBER Trustee or director | 1 | $0 |
| PAULA RENFROE | MEMBER Trustee or director | 1 | $0 |
| MONROE LANIER | MEMBER Trustee or director | 1 | $0 |
| CATHY SCHOLL | MEMBER Trustee or director | 1 | $0 |
| KEVIN BYRNES | MEMBER Trustee or director | 1 | $0 |
| KATHY TEW | TREASURER Trustee or director, Officer | 2 | $0 |
| COURTNEY GATTIS | MEMBER Trustee or director | 1 | $0 |
| ANDREW BOYD | MEMBER Trustee or director | 1 | $0 |
| DAN HALCOMB | MEMBER Trustee or director | 1 | $0 |
| TY SHEPARD | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALEX POLS | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2400, HUNTSVILLE, AL 35804-2400
- In care of
- % ELIZABETH W ABEL
- Principal officer (990 for 2024)
- DAN HALCOMB, PO BOX 2400, HUNTSVILLE, AL 35804
- Signed the 990
- PATRICK ROBBINS, TREASURER
- Phone
- (256) 539-4818
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
Mission
TO COORDINATE, PROMOTE, AND PROVIDE EDUCATIONAL INFORMATION.
Program accomplishments
- TO COORDINATE, PROMOTE, AND PROVIDE EDUCATIONAL INFORMATION AND TO PROVIDE FINANCIAL SUPPORT TO THE HUNTSVILLE SYMPHONY ORCHESTRA.Expenses $180,962 · grants $180,962
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
- 63-1247731
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $3,879,882
- Income (IRS master file)
- $2,175,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $497,598 | $338,634 | $3,879,882 | IRS |
| 990 | June 2024 | $486,058 | $201,095 | $3,350,370 | IRS |
| 990 | June 2023 | $96,803 | $186,616 | $3,160,752 | XML |
| 990 | June 2022 | $329,430 | $34,587 | $3,142,778 | 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 63-1247731).
Questions about HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION
- What is the EIN of HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION?
- The employer identification number (EIN) of HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION is 63-1247731.
- Is HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HUNTSVILLE SYMPHONY ORCHESTRA 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 HUNTSVILLE SYMPHONY ORCHESTRA 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 HUNTSVILLE SYMPHONY ORCHESTRA 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 HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAN HALCOMB.
- Who are the officers and directors of HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does HUNTSVILLE SYMPHONY ORCHESTRA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $497,598, expenses of $338,634 and total assets of $3,879,882 at year end.
Other nonprofits in HUNTSVILLE
- COMMUNITY FOUNDATION OF GREATER HUNTSVILLE EIN 26-3750673 · last filed 990 for 2024
- ALPHA FOUNDATION INC EIN 63-1188643 · last filed 990-PF for 2024
- UNITED WAY OF MADISON COUNTY INC EIN 63-0366294 · last filed 990 for 2025
- PROPST FOUNDATION EIN 27-4341346 · last filed 990-PF for 2025
- HUNTSVILLE DREAM CENTER INC EIN 27-0039458 · last filed 990 for 2024
- GENEROSITY FOUNDATION EIN 83-3601475 · last filed 990 for 2025
- HACIENDA OF HOPE FOUNDATION EIN 20-4579552 · last filed 990 for 2025
- ELM FOUNDATION EIN 46-0921239 · last filed 990-PF for 2024
All nonprofits in HUNTSVILLE · Alabama · Philanthropy, voluntarism and grantmaking foundations