2021-09-07T14:19:00-05:00 2021-05-31 560570567 D M J & CO PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2020-06-01 561542010 GREENSBORO SYMPHONY ENDOWMENT FUND GREE 3368569733 2205 MADISON AVENUE GREENSBORO NC 27403 BERT DAVIS JR TREASURER 3368569733 2021-09-01 1 BERT DAVIS JR 999009999 STACY M WEST CPA P00452212 3362759886 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BERT DAVIS JR 614 WILLOUGHBY BLVD GREENSBORO NC 27408 1042690 0 X N/A X 1986 NC ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 8 0 0 0 0 0 17117 1125 0 0 -348112 339549 0 0 -330995 340674 210000 200000 0 0 0 0 0 0 0 34210 38765 244210 238765 -575205 101909 4726511 5731813 0 0 4726511 5731813 ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 0 0 200000 200000 ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA. 200000 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X LEWIS RITCHIE 3362826603 8 CHARLESTON SQUARE GREENSBORO NC 27408 X JONATHAN SMITH CHAIR 1.00 X X 0 0 0 BERT DAVIS JR TREASURER 1.00 X X 0 0 0 ROBBY HASSELL SECRETARY 1.00 X X 0 0 0 LEWIS RITCHIE BOOKKEEPER 1.00 X 0 0 0 ERIC ELEY TRUSTEE 1.00 X 0 0 0 AL LINEBERRY JR TRUSTEE 1.00 X 0 0 0 CAROLYN MEWBORN TRUSTEE 1.00 X 0 0 0 SUSAN SCHWARTZ TRUSTEE 1.00 X 0 0 0 J SAMUEL CONE TRUSTEE 1.00 X 0 0 0 AMY CONLEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1125 1125 113115 113115 928450 702016 226434 226434 226434 340674 0 0 339549 200000 200000 6500 6500 32265 32265 238765 200000 38765 0 181077 95415 4545434 5636398 4726511 5731813 0 0 X 4726511 5731813 4726511 5731813 4726511 5731813 101909 903393 0 X X 0 1 X 1 0 X X 1 GREENSBORO SYMPHONY ORCHESTRA 566063111 10 0 200000 0 1 200000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 PART IV, SECTION D, LINE 2: THE CHAIR OF THE GREENSBORO SYMPHONY ENDOWMENT FUND IS INVITED TO BOARD MEETINGS OF THE SYMPHONY, BUT DOES NOT SERVE ON THE GOVERNING BOARD. THE CHAIR OF THE ENDOWMENT FUND ALSO MEETS WITH THE MARKETING DIRECTOR AND EXECUTIVE DIRECTOR PERIODICALLY ABOUT DEVELOPMENT EFFORTS, SYMPHONY UPDATES, AND POTENTIAL DONORS FOR THE ENDOWMENT FUND. PART IV, SECTION E, LINE 2A: THE ORGANIZATION'S ONLY ACTIVITIES INVOLVES MANAGING INVESTMENTS FOR THE BENEFIT OF THE GREENSBORO SYMPHONY ORCHESTRA. SUPPORT PAYMENTS FROM THE ORGANIZATION TO THE GREENSBORO SYMPHONY ORCHESTRA PROVIDES FOR THE CONTINUATION OF THE GREENSBORO SYMPHONY ORCHESTRA. PART IV, SECTION E, LINE 2B: IF THE GREENSBORO SYMPHONY ENDOWMENT FUND DID NOT EXIST, THE GREENSBORO SYMPHONY ORCHESTRA WOULD HAVE TO TAKE ON THE TASK OF INVESTING THE DONATIONS FOR THE FURTHERANCE OF THE ORCHESTRA. 4726512 1125 1242941 200000 38765 5731813 4692995 17117 260610 210000 34210 4726512 4842185 12800 46657 175000 33647 4692995 4566887 84753 397789 175000 32244 4842185 4262440 109218 399501 170000 34272 4566887 1 0 0 EQUITIES - CONSUMER DISCRETIONARY 158367 F EQUITIES - CONSUMER STAPLES 150478 F EQUITIES - ENERGY 52020 F EQUITIES - FINANCIALS 225983 F EQUITIES - HEALTH CARE 242049 F EQUITIES - INDUSTRIAL 183354 F EQUITIES - INFORMATION TECHNOLOGY 478760 F EQUITIES - MATERIALS 49487 F EQUITIES - REAL ESTATE 37455 F EQUITIES - TELECOMMUNICATIONS 89928 F EQUITIES - UTILITIES 62765 F MUTUTAL FUNDS - FIXED INCOME 1758167 F MUTUTAL FUNDS - EQUITY 1998919 F MUTUTAL FUNDS - COMMODITIES 148666 F 5636398 X 1244067 903393 903393 340674 0 340674 238765 0 238765 0 238765 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION.BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE PARTNERSHIP BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF DECEMBER 31, 2020 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE FOUNDATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. 1 GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 566063111 501(C)(3) 200000 SUPPORT THE GREENSBORO SYMPHONY. FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY TREASURER AND BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MINUTES OF THE BOARD SHALL REFLECT THAT CONFLICT OF INTEREST ARE DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 1 MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OF THE AUDIT OR SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR TAX YEAR. GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET SUITE 301 GREENSBORO NC 27401 566063111 PROVIDE SYMPHONY PROGRAMS TO ENCHANCE THE LIVES OF RESIDENTS IN GREENSBORO. NC 501(C)(3) SEC 170 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREENSBORO SYMPHONY ORCHESTRA B 200000 PERCENTAGE OF NET ASSETS