2026-04-06T15:38:01-05:00 2025-05-31 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2024-06-01 832138568 LOUISVILLE ORCHESTRA ENDOWMENT INC LOUI 5025878681 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 5025878681 2026-04-06 1 0 ABIGAIL CAMPBELL P01296738 5025851600 2024 2025-03-06 01:10:19Z PAUL THOMPSON 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 8365930 0 X N/A X 2018 KY LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF PROVIDING FUNDS FOR THE CAPITAL, OPERATING, AND PROGRAMMING COSTS OF THE LOUISVILLE ORCHESTRA, INC. 8 8 0 0 0 0 395430 3334463 0 0 45709 6910 877 24510 442016 3365883 95500 121946 0 0 0 0 0 0 212340 290116 241603 385616 363549 56400 3002334 4567830 7029353 989373 33144 3578457 6996209 LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF PROVIDING FUNDS FOR THE CAPITAL, OPERATING, AND PROGRAMMING COSTS OF THE LOUISVILLE ORCHESTRA, INC. 0 0 121946 121946 24510 LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF DISTRIBUTING ITS FUNDS FOR PUBLIC, CHARITABLE AND/OR EDUCATIONAL PURPOSES. ANY DISTRIBUTIONS OR PAYMENTS BY THE LOE SHALL BE MADE ONLY TO OR FOR THE BENEFIT OF THE ORCHESTRA. 121946 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 KY X TONYA MCSORLEY CFO 5025878681 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 PAUL THOMPSON BOARD CHAIR, PRESIDENT 1.00 X X 0 0 0 RUTH TRAUTWEIN DIRECTOR 0.50 X 0 0 0 JAMES R ALLEN DIRECTOR 0.50 X 0 0 0 WILLIAM BALLARD DIRECTOR 0.50 X 0 0 0 ANDREW FLEISCHMAN DIRECTOR 0.50 1.00 X 0 0 0 C EDWARD GLASSCOCK DIRECTOR 0.50 X 0 0 0 JEFF ROBERTS DIRECTOR 0.50 1.00 X 0 0 0 JAMES S WELCH JR DIRECTOR 0.50 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3334463 32511 3334463 136758 136758 4870199 5000047 -129848 -129848 -129848 BAD DEBT RECOVERY 900099 24510 24510 24510 3365883 24510 0 6910 X 121946 121946 3275 3275 18992 18992 212340 212340 1714 1714 MISCELLANEOUS 5282 5282 363549 121946 29263 212340 12174 424909 501027 4142921 6516152 4567830 7029353 20755 20970 968618 12174 989373 33144 X 1113498 941678 2464959 6054531 3578457 6996209 4567830 7029353 3002334 415418 0 X 0 1 X 1 0 X X 1 THE LOUISVILLE ORCHESTRA INC 616000384 10 1 121946 0 1 121946 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4142920 3411112 450260 121946 1112634 241386 6528326 3801741 438967 445555 95500 125000 322843 4142920 3347969 679030 32639 257897 3801741 1660379 1910000 -205889 16521 3347969 1229688 315000 191669 75979 1660379 0.10000 0.90000 0 0 0 DUE TO RELATED PARTY 12174 12174 X 3756791 415418 415418 3341373 24510 24510 3365883 339039 0 339039 24510 24510 363549 PART V, LINE 4: THE LOUISVILLE ORCHESTRA ENDOWMENT, INC. (THE "LOE") WAS FORMED AS A NON-PROFIT ORGANIZATION DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF DISTRIBUTING ITS FUNDS FOR PUBLIC, CHARITABLE AND/OR EDUCATIONAL PURPOSES. ANY DISTRIBUTIONS OR PAYMENTS BY THE LOE SHALL BE MADE ONLY TO OR FOR THE BENEFIT OF THE LOUISVILLE ORCHESTRA, INC. PART X, LINE 2: THE LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 24,510. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 24,510. 1 LOUISVILLE ORCHESTRA 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 616000384 501(C)(3) 121946 0 SUPPORT FOR MISSION 1 0 PART I, LINE 2: ANY DISTRIBUTIONS OR PAYMENTS BY THE LOUISVILLE ORCHESTRA ENDOWMENT, INC. SHALL BE MADE ONLY TO OR FOR THE BENEFIT OF THE LOUISVILLE ORCHESTRA. X 2 32511 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYMENT FOR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 212,340. TOTAL EXPENSES 212,340. THE LOUISVILLE ORCHESTRA INC 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 616000384 SYMPHONY ORCHESTRA KY 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0