2023-04-11T14:44:36-05:00 2022-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-06-01 208350227 Houston Symphony Endowment HOUS 7132244240 615 Louisiana St 102 Houston TX 77002 James Lee President 7132244240 2023-04-11 1 James Lee 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z James Lee 615 Louisiana St 102 Houston TX 77002 11645425 0 X N/A X 2006 TX The Endowment's sole purpose is to support the operations of the Houston Symphony Society. 6 6 0 6 35520 5314 396060 459209 0 0 3169681 2540974 73393 71451 3639134 3071634 3517701 3803962 0 0 0 0 0 0 0 139297 230264 3656998 4034226 -17864 -962592 90419052 87456110 0 5177 90419052 87450933 To support the operations of the Houston Symphony Society. 0 0 3803962 3803962 The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society. 3803962 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X Elizabeth Condic 7132381465 615 Louisiana St Ste 102 Houston TX 77002 William Toomey II President 4.00 4.00 X X 0 0 0 Gene Dewhurst Trustee 2.00 0.00 X 0 0 0 David Krieger Trustee 2.00 2.00 X 0 0 0 Lynne Mathre Trustee 2.00 0.00 X 0 0 0 Jerry Simon Trustee 2.00 0.00 X 0 0 0 Scott Wise Trustee 2.00 0.00 X 0 0 0 John Mangum Symphony CEO 2.00 40.00 X 0 294578 32277 Elizabeth Condic CFO 2.00 40.00 X 0 171362 25513 0 465940 57790 0 0 1 0 JP Morgan Chase 707 Travis St 11th Floor Houston TX 77002 Investment management 136362 1 459209 459209 981148 7561 973587 16451 16451 55000 0 55000 55000 55000 10133617 8573791 1559826 1559826 27959 1531867 3071634 0 35520 2576905 3803962 3803962 230264 230264 4034226 3803962 230264 0 8979266 1752688 3758159 3565641 480000 480000 480000 50942175 50196574 26214203 31461207 45249 0 90419052 87456110 0 5177 0 5177 X 152802 158688 90266250 87292245 90419052 87450933 90419052 87456110 -962592 -2005527 0 X X 0 1 X 0 0 X X 1 Houston Symphony Society 741157373 7 1 4034226 0 1 4034226 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 90419052 459209 376634 3803962 87450933 73523933 396060 20016760 3517701 90419052 75471987 2249272 1104697 5302023 73523933 76888296 332720 2010118 3759147 75471987 74610515 352019 5996874 4071112 76888296 0.00181 0.86637 0.13182 0 0 480000 480000 480000 Private equity funds 31461207 F 31461207 Due to affiliate 5177 5177 835843 -2005527 -2005527 2841370 230264 230264 3071634 3803962 0 3803962 230264 230264 4034226 Part V, Line 4: Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the Society). The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society. 1 Houston Symphony Society 615 Louisiana Houston TX 77002 741157373 501(c)(3) 3403962 0 Support ongoing operations Houston Symphony Society 615 Louisiana Houston TX 77002 741157373 501(c)(3) 400000 0 Admin & fundraising expenses 1 0 Part I, Line 2: The Endowment Trustees require regular updates from the Houston Symphony Society's management team. The grant for ongoing operations is partially based on the Endowment's investment performance. The Endowment Trustees have chosen to provide support for administrative and fundraising efforts by the Society on behalf of the Endowment. 0 0 0 0 0 0 0 0 0 John Mangum Symphony CEO 0 294578 0 0 0 0 0 5867 0 26410 0 326855 0 0 Elizabeth Condic CFO 0 171362 0 0 0 0 0 4132 0 21381 0 196875 0 0 Form 990, Part VI, Section A, line 7a The officers of the Houston Symphony Society (the Society) designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment. Form 990, Part VI, Section A, line 7b The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment. Form 990, Part VI, Section B, line 11b The Houston Symphony Endowment's Form 990 is reviewed by the Houston Symphony Society's Controller and CFO. After internal review, the Form 990 is sent to the Board of Directors electronically for their review, questions, and suggested edits. Once their review is complete, the Form 990 is filed electronically with the IRS. Form 990, Part VI, Section B, line 12c Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the conflict of interest policy statements signed by Board members. Form 990, Part VI, Section C, line 19 The Houston Symphony Endowment makes its financial statements available on a consolidated basis with the Houston Symphony Society on the Houston Symphony Society website. The 990 is available on the website for the Endowment. Financial statements, the conflict of interest policy and all governing documents are available upon request. Form 990, Part V & VI - Employees and policies The Endowment has no employees. All management functions are performed by employees of the Houston Symphony Society. The Society has all appropriate policies in place, including whistleblower and document retention policies. Form 990, Part XII, Line 2 - Change of Oversight or Selection Process The Board of Directors reviews the financial statements and Form 990. Houston Symphony Society 615 Louisiana Jones Hall Houston TX 77002 741157373 Symphony Orchestra TX 501(c)(3) Line 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0