2026-04-14T13:43:57-05:00 2025-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-06-01 208350227 Houston Symphony Endowment HOUS 7132244240 615 Louisiana St 102 Houston TX 77002 James Lee President 7132244240 2026-04-14 1 0 Susanna Blackmon P01226926 7134395739 2026-04-14 2024 2025-03-06 01:10:19Z James Lee 615 Louisiana St 102 Houston TX 77002 25028413 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 17679 2699 8003205 1640464 0 0 1913472 3382072 86330 114861 10003007 5137397 4695893 4606992 0 0 0 0 0 0 0 317244 546094 5013137 5153086 4989870 -15689 99665896 103655103 0 0 99665896 103655103 To support the operations of the Houston Symphony Society. 0 0 4606992 4606992 The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society. 4606992 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 1 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 James Lee President 0.50 4.00 X X 0 0 0 David Key Trustee 0.50 4.00 X 0 0 0 Ajay Khurana Trustee 0.50 0.00 X 0 0 0 David Krieger Trustee 0.50 4.00 X 0 0 0 Lynn Mathre Trustee 0.50 0.00 X 0 0 0 Scott Wise Trustee 0.50 0.00 X 0 0 0 John Mangum Symphony CEO (thru 09/24) 4.00 40.00 X 0 432679 39824 Gary Ginstling Symphony CEO (as of 02/25) 4.00 40.00 X 0 0 0 Elizabeth Condic CFO 4.00 40.00 X 0 281712 30989 0 714391 70813 0 0 1 0 New Mountain Ptr VII Private Inv Off LP 390 Madison Ave 6th fl New York NY 10017 Investment management 154949 JP Morgan Chase 707 Travis St 11th Floor Houston TX 77002 Investment management 126809 2 1640464 1640464 1531814 16023 1515791 54861 54861 60000 0 60000 60000 60000 21741274 19891016 1850258 1850258 1656 1848602 5137397 0 17679 3479254 4606992 4606992 546094 546094 5153086 4606992 546094 0 2935513 3301514 11135983 9827980 1973513 1947847 480000 480000 480000 49864333 51565145 33011552 36532317 265002 300 99665896 103655103 0 0 X 201286 207197 99464610 103447906 99665896 103655103 99665896 103655103 -15689 4004896 0 X X 0 1 X 0 0 X X 1 Houston Symphony Society 741157373 7 1 5153086 0 1 5153086 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 99665896 1640464 6955735 4606992 103655103 86515822 8003205 9842762 4695893 99665896 87450933 3382449 -158128 4159432 86515822 90419052 459209 376634 3803962 87450933 73523933 396060 20016760 3517701 90419052 0.00200 0.85372 0.14428 0 0 480000 480000 480000 Private equity funds 36532317 F 36532317 8596199 4004896 4004896 4591303 546094 546094 5137397 4606992 0 4606992 546094 546094 5153086 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. Europe 0 0 Investments 6017092 Central America and the Caribbean 0 0 Investments 14141371 0 0 0 0 0 0 20158463 0 20158463 1 0 1 1 1 0 Part I, Line 3f - Investments & Expenditures Per Region The amounts reported on Part I represent the fair value of investments held in each region. 1 Houston Symphony Society 615 Louisiana Houston TX 77002 741157373 501(c)(3) 4206992 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 (thru 09/24) 0 407679 0 25000 0 0 0 16925 0 22899 0 472503 0 0 Elizabeth Condic CFO 0 239762 0 41950 0 0 0 14519 0 16470 0 312701 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 tax return is sent to the Board of Directors electronically for their review, questions, and suggested edits. Once their review is complete, the tax return 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. Form 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 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 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0