2026-04-06T16:00:47-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-07-01 391769944 MADISON SYMPHONY ORCHESTRA FOUNDATION INC MADI 6082573734 222 WEST WASHINGTON AVE 460 MADISON WI 53703 ROBERT A REED SECRETARY/TREASURER 6082573734 2026-03-30 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2026-03-30 2024 2025-03-06 01:10:19Z ROBERT A REED 222 WEST WASHINGTON AVE 460 MADISON WI 53703 11028437 0 X N/A X 1995 WI THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A). 10 10 0 10 0 0 263601 277844 0 0 1147159 2282821 0 0 1410760 2560665 1011567 946199 0 0 0 0 0 0 0 80227 93087 1091794 1039286 318966 1521379 25912287 28842080 0 0 25912287 28842080 THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A). 0 0 946199 946199 0 TRANSFERRED FUNDS TO THE MADISON SYMPHONY ORCHESTRA. 946199 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 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 10 10 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 0 0 0 WI X ROBERT A REED 6082573734 222 W WASHINGTON AVE STE 460 MADISON WI 53703 DOUGLAS REUHL PRESIDENT 1.00 1.00 X X 0 0 0 NICHOLAS MISCHLER VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH DETTMAN DIRECTOR 1.00 X 0 0 0 GREGORY REED DIRECTOR 1.00 X 0 0 0 JILL FRIEDOW DIRECTOR 1.00 X 0 0 0 JOANNA BURISH DIRECTOR 1.00 X 0 0 0 JUAN GOMEZ DIRECTOR 1.00 X 0 0 0 JANE HAMBLEN DIRECTOR 1.00 X 0 0 0 JON PARKER DIRECTOR 1.00 1.00 X 0 0 0 MICHEAL P RICHMAN DIRECTOR 1.00 1.00 X 0 0 0 ROBERT REED SECRETARY/TREASURER 1.00 40.00 X 0 188136 11654 0 188136 11654 0 0 1 0 0 205175 72669 277844 900651 900651 9849942 8467772 1382170 1382170 1382170 2560665 0 0 2282821 946199 946199 93087 93087 1039286 946199 93087 0 395036 210864 25517251 28631216 25912287 28842080 0 0 X 15552502 18619655 10359785 10222425 25912287 28842080 25912287 28842080 1521379 1408414 0 X 0 1 X 1 0 X X 1 MADISON SYMPHONY ORCHESTRA INC 390839707 10 1 946199 0 1 946199 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 10027751 26810 10054561 9967317 60434 10027751 9677461 309856 20000 9967317 9591461 86000 9677461 9586736 4725 9591461 0.00000 1.00000 0.00000 0 0 0 X PART V, LINE 4: EARNINGS FROM ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR THE GENERAL PROGRAMMING OF THE MADISON SYMPHONY ORCHESTRA, INC. (THE SUPPORTED ORGANIZATION). PART X, LINE 2: MADISON SYMPHONY ORCHESTRA FOUNDATION INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS' TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. 1 MADISON SYMPHONY ORCHESTRA INC 222 WEST WASHINGTON AVE SUITE 460 MADISON WI 53703 390839707 501(C)(3) 946199 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS PAID TO SUPPORTED ORGANIZATION ONLY. SUPPORTED ORG AND SUPPORTING ORG WORK CLOSELY WITH EACH OTHER AND THAT ALLOWS THE MONITORING OF GRANT FUNDS PAID. 0 0 0 0 0 0 0 0 0 ROBERT REED SECRETARY/TREASURER 0 188136 0 0 0 0 0 0 0 11654 0 199790 0 0 PART I, LINE 3 LEAGUE OF AMERICAN ORCHESTRAS COMPARABILITY DATA IS REVIEWED ANNUALLY AND USED BY THE EXECUTIVE COMMITTEE TO REVIEW AND APPROVE COMPENSATION. COMPENSATION IS PAID BY THE RELATED PARTY, MADISON SYMPHONY ORCHESTRA, INC. FORM 990, PART VI, SECTION A, LINE 7B PRIOR TO ASSUMING THEIR POSITIONS, ELECTED DIRECTORS SHALL BE CONFIRMED BY MAJORITY VOTE OF THE DIRECTORS OF THE MADISON SYMPHONY ORCHESTRA (THE SUPPORTED ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER OF THE MADISON SYMPHONY ORCHESTRA FOUNDATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COPIES OF THE POLICY ARE MAILED TO BOARD MEMBERS ANNUALLY. IF A CONFLICT EXISTS, THE INDIVIDUAL WITH THE CONFLICT MAY BE ASKED TO LEAVE THE MEETING DURING THE DISCUSSION AND VOTE ON THE TRANSACTION. THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED CONTRACT OR TRANSACTION. THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE FOUNDATION. IF THE ABOVE OCCURS, THE MINUTES OF THE MEETING WILL INCLUDE THE NAME OF THE PERSONS WHO DISCLOSED THE FINANCIAL INTEREST, WITH THE NATURE OF THE FINANCIAL INTEREST, AND THE DISCUSSION THAT TOOK PLACE RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MADISON SYMPHONY ORCHESTRA INC 222 WEST WASHINGTON AVE SUITE 460 MADISON WI 53703 390839707 MUSIC EDUCATION AND PROGRAMS OF MUSICAL EXCELLENCE WI 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0