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Nonprofit · EIN 74-6435533

AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST

Tax-exempt · AUSTIN, TX 78701

Financials

$453K$635K2022$1.1M$655K2023$3.8M$666K2024
Revenue Expenses · by fiscal year end
Financials of AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$3,758,285$665,673$3,092,612$22,373,421$0$22,373,421
August 31, 2024990$1,050,035$654,581$395,454$17,479,358$0$17,479,358
August 31, 2023990$452,628$634,732-$182,104$14,701,256$0$14,701,256
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$3,268,720
Program service revenue
$0
Investment income
$489,565
Net gain from sales of assets
$59,110
Other revenue
$0

Expenses

Grants and similar amounts paid
$615,112
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$615,112
Management and general (functional)
$50,561

Balance sheet and other

Total assets, start of year
$17,479,358
Total assets, end of year
$22,373,421
Total liabilities, end of year
$0
Net assets, end of year
$22,373,421
Publicly traded securities
$21,504,169
Net assets with donor restrictions
$22,373,421
Gross receipts
$3,867,718
Employees
0
Volunteers
12
Year formed
1997
State of legal domicile
TX

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
JAMES D GREENINTERIM CEO/EXECUTIVE DIRECTOR
Officer
0.5$0$66,059
JUSTUS ZIMMERMANCEO/EXECUTIVE DIRECTOR
Officer
0.5$0$31,949
ARAMINTA SELLERSBOARD MEMBER
Trustee or director
0.25$0$0
BEN BENTZINBOARD MEMBER
Trustee or director
0.25$0$0
DALYA SACHSBOARD MEMBER
Trustee or director
0.25$0$0
DANIEL B POWELL IIIBOARD MEMBER
Trustee or director
0.25$0$0
DAVID DOUGLASBOARD MEMBER
Trustee or director
0.25$0$0
ERNEST BUTLERCHAIRMAN
Trustee or director, Officer
0.5$0$0
JOHANNES BRINKMANNBOARD MEMBER
Trustee or director
0.25$0$0
JOHN MCFARLANEBOARD MEMBER
Trustee or director
0.25$0$0
LINDA VAN BAVELBOARD MEMBER
Trustee or director
0.25$0$0
MARCIE JARRATTBOARD MEMBER
Trustee or director
0.25$0$0
MARGARET DANFORTHBOARD MEMBER
Trustee or director
0.25$0$0
MARVIN BRITTMANBOARD MEMBER
Trustee or director
0.25$0$0
PAUL J NATHOBOARD MEMBER
Trustee or director
0.25$0$0
3 more people on this return
NameTitleHours / weekCompensation
STEVE A WILSONBOARD MEMBER
Trustee or director
0.25$0
SUSANNE TETZLAFFBOARD MEMBER
Trustee or director
0.25$0
THOMAS M NEVILLEBOARD MEMBER
Trustee or director
0.25$0
990 for the year ended August 31, 2024: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID PRATTCEO/EXECUTIVE DIRECTOR
Officer
0.5$0$190,800$9,188
ERNEST BUTLERCHAIRMAN
Trustee or director, Officer
0.5$0$0$0
MARGARET DANFORTHBOARD MEMBER
Trustee or director
0.25$0$0$0
DAVID DOUGLASBOARD MEMBER
Trustee or director
0.25$0$0$0
SUSANNE TETZLAFFBOARD MEMBER
Trustee or director
0.25$0$0$0
JOHN MCFARLANEBOARD MEMBER
Trustee or director
0.25$0$0$0
PAUL J NATHOBOARD MEMBER
Trustee or director
0.25$0$0$0
THOMAS M NEVILLEBOARD MEMBER
Trustee or director
0.5$0$0$0
DANIEL B POWELL IIIBOARD MEMBER
Trustee or director
0.25$0$0$0
ARAMINTA SELLERSBOARD MEMBER
Trustee or director
0.25$0$0$0
LINDA VAN BAVELBOARD MEMBER
Trustee or director
0.25$0$0$0
STEVE A WILSONBOARD MEMBER
Trustee or director
0.25$0$0$0
MARCIE JARRATTBOARD MEMBER
Trustee or director
0.25$0$0$0
JAMES D GREENINTERIM CEO/EXECUTIVE DIRECTOR
Officer
0.1$0$0$0
990 for the year ended August 31, 2023: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID PRATTCEO/EXECUTIVE DIRECTOR
Officer
0.5$0$189,000$10,213
ERNEST BUTLERCHAIRMAN
Trustee or director, Officer
0.5$0$0$0
MARGARET DANFORTHBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
DAVID DOUGLASBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
SUSANNE TETZLAFFBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
JOHN MCFARLANEBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
PAUL J NATHOBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
THOMAS M NEVILLEBOARD MEMBER
Trustee or director, Officer
0.5$0$0$0
DANIEL B POWELL IIIBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
ARAMINTA SELLERSBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
LINDA VAN BAVELBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
SAM A WILSONBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0
STEVE A WILSONBOARD MEMBER
Trustee or director, Officer
0.25$0$0$0

Address and contacts

Address (IRS master file)
1113 RED RIVER ST, AUSTIN, TX 78701-1912
In care of
% CHASE BANK OF TX NA TTEE
Principal officer (990 for 2024)
DR ERNEST C BUTLER, 1113 RED RIVER ST, AUSTIN, TX 78701
Signed the 990
JUSTUS ZIMMERMAN, CEO/EXECUTIVE DIRECTOR
Phone
(512) 476-6064
Return prepared by
MAXWELL LOCKE & RITTER LLP

Mission

PROVIDING FINANCIAL SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. (ASO).

990 for the year ended August 31, 2025

Program accomplishments

  • 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.
    Expenses $615,112 · grants $615,112

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
74-6435533
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2007
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,373,421
Income (IRS master file)
$3,867,718

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$3,758,285$665,673$22,373,421XML
990August 2024$1,050,035$654,581$17,479,358XML
990August 2023$452,628$634,732$14,701,256XML
990August 2022$918,867$595,335$14,081,417IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 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 74-6435533).

Questions about AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST

What is the EIN of AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST?
The employer identification number (EIN) of AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST is 74-6435533.
Is AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST 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 AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST?
The 990 for the year ended August 31, 2025 names DR ERNEST C BUTLER.
Who are the officers and directors of AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST?
The 990 for the year ended August 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST have?
On its 990 for the year ended August 31, 2025 it reported revenue of $3,758,285, expenses of $665,673 and total assets of $22,373,421 at year end.

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