2026-03-14T10:58:50-05:00 2025-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2024-07-01 541514987 THE RICHMOND SYMPHONY FOUNDATION RICH 8047884717 612 EAST GRACE STREET 401 RICHMOND VA 23219 LACEY HUSZCZA PRESIDENT & CEO 8047884717 2026-03-14 1 1 JAYME MIKA P00852731 8047470000 2026-03-13 2024 2025-03-06 01:10:19Z LACEY HUSZCZA 612 EAST GRACE STREET 401 RICHMOND VA 23219 599738 0 X N/A X 1989 VA TO SUPPORT THE RICHMOND SYMPHONY. 19 19 0 18 0 117678 142927 247653 0 0 187232 352085 0 0 330159 599738 869238 943435 0 0 81016 49458 0 0 62187 119687 257166 1069941 1250059 -739782 -650321 23175902 24794153 10419 13634 23165483 24780519 TO SUPPORT THE RICHMOND SYMPHONY. 0 0 943435 943435 THE FOUNDATION WAS ORGANIZED FOR THE PURPOSES OF SOLICITING, RECEIVING AND ADMINISTERING GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE RICHMOND SYMPHONY (A 501(C)3 ORGANIZATION). 943435 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 8047884717 612 EAST GRACE STREET 401 RICHMOND VA 23219 X DAVID BRADLEY TRUSTEE 1.00 X 0 0 0 J ALFRED BROADDUS JR TRUSTEE 1.00 X 0 0 0 ELIZABETH CABELL JENNINGS TRUSTEE 1.00 X 0 0 0 SANDRA CHASE TRUSTEE 1.00 X 0 0 0 ROBERT L CHEWNING TRUSTEE 1.00 X 0 0 0 WENDELL FULLER TRUSTEE 1.00 X 0 0 0 HELEN LEWIS KEMP TRUSTEE 1.00 X 0 0 0 NICOMEDES DE LEON TRUSTEE 1.00 X 0 0 0 TARA H MATTHEWS TRUSTEE 1.00 X 0 0 0 DAVID I MEYERS TRUSTEE 1.00 X 0 0 0 RICHARD L MORRILL TRUSTEE 1.00 X 0 0 0 ELISABETH MUHLENFELD WOLLAN TRUSTEE 1.00 X 0 0 0 ERNESTO SAMPSON TRUSTEE 1.00 X 0 0 0 ANNE MARIE WHITTEMORE TRUSTEE 1.00 X 0 0 0 LACEY HUSZCZA SECRETARY 5.00 X X 0 0 0 JAMES B HARTOUGH TREASURER 1.00 X X 0 0 0 RANDALL S PARKS VICE PRESIDENT 1.00 X X 0 0 0 ANN T BURKS PRESIDENT 1.00 X X 0 0 0 GEORGE Y WHEELER III IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 247653 247653 352085 352085 599738 0 0 352085 943435 943435 45202 45202 1187 1187 3069 3069 16773 16773 139861 139861 32437 32437 4900 4900 1488 1488 4 4 1444 1444 TAXES 44395 44395 SPECIAL EVENTS 6491 6491 CULTIVATION 5368 5368 BANK FEES 2409 2409 1596 726 870 1250059 943435 244437 62187 116826 153590 777354 716928 123370 99620 249438 405941 1251173 1297694 20657741 22120380 23175902 24794153 230 0 10189 13634 10419 13634 X 23165483 24780519 23165483 24780519 23175902 24794153 X -650321 2266628 -1271 X 0 1 X 1 0 X X 1 THE RICHMOND SYMPHONY 546024033 10 1 943435 0 1 943435 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 0 PART IV, SECTION E, LINE 2A: THE FOUNDATION HOLDS TITLE AND MANAGES EXEMPT ASSETS FOR THE SUPPORTED ORGANIZATION. IT ALSO PROVIDES GRANTS TO THE SUPPORTED ORGANIZATION TO ENABLE THEM TO CARRY OUT THEIR EXEMPT PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23165484 247653 2477581 1110197 24780521 22656917 142927 1435580 1069940 23165484 22267919 564124 706079 881205 22656917 22786651 1109374 -777843 850263 22267919 17258621 342692 6276630 1091292 22786651 1.00000 0 0 0 SPIDER MANAGEMENT 22120380 22120380 ANNUITY OBLIGATION 13634 13634 X PART X, LINE 2: THE ORGANIZATION FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED,MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 1 THE RICHMOND SYMPHONY 612 EAST GRACE STREET RICHMOND VA 23219 546024033 501(C)(3) 943435 0 TO SUPPORT THE RICHMOND SYMPHONY PART I, LINE 2: THE RICHMOND SYMPHONY FOUNDATION'S DEVELOPMENT STAFF TRACKS GRANT WRITING, RECEIPT OF FUNDS AND FUND USAGE ON A CONTINUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE OF THE RICHMOND SYMPHONY, AND BY THE TREASURER OF THE RICHMOND SYMPHONY FOUNDATION. A DRAFT IS MADE AVAILABLE TO ALL RICHMOND SYMPHONY FOUNDATION TRUSTEE MEMBERS AFTER SUCH REVIEW AND BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE ASKED TO SIGN A COMMITMENT AGREEMENT ANNUALLY WHICH ENCOMPASSES A STATEMENT AS TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE RICHMOND SYMPHONY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PULBIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CGA OBLIGATION -1,271. THE RICHMOND SYMPHONY 612 EAST GRACE STREET SUITE 401 RICHMOND VA 23219 546024033 MUSICAL PERFORMANCES FOR THE GENERAL PUBLIC VA 501(C)(3) 509(A)(2) 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE RICHMOND SYMPHONY B 943435 FMV-CASH THE RICHMOND SYMPHONY D 405941 LOAN BALANCE AT FYE