Civic Intelligence

The Richmond Symphony Foundation

990 • Fiscal year 2025 • EIN 54-1514987

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 14, 2026

Organization ProfileN/A
612 East Grace Street 401Richmond, VA 23219

(804) 788-4717

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

2nd percentile

-108%

Higher net margin than 2% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

82%

Faster revenue growth than 93% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$24,794,153

Up $1,618,251 (+7.0%) from 2024

Net Assets

Up

$24,780,519

Up $1,615,036 (+7.0%) from 2024

Liabilities

Up

$13,634

Up $3,215 (+31%) from 2024

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Up

$599,738

Up $269,579 (+82%) from 2024

Expenses

Up

$1,250,059

Up $180,118 (+17%) from 2024

Net Income

Up

-$650,321

Up $89,461 (+12%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2012: $11,129,020Liabilities 2012: $147,637Net Assets 2012: $10,981,3832012Assets 2013: $11,954,660Liabilities 2013: $140,269Net Assets 2013: $11,814,3912013Assets 2014: $13,133,241Liabilities 2014: $132,464Net Assets 2014: $13,000,7772014Assets 2015: $13,939,295Liabilities 2015: $66,950Net Assets 2015: $13,872,3452015Assets 2016: $13,609,174Liabilities 2016: $69,942Net Assets 2016: $13,539,2322016Assets 2017: $15,963,607Liabilities 2017: $73,410Net Assets 2017: $15,890,1972017Assets 2018: $17,412,730Liabilities 2018: $67,020Net Assets 2018: $17,345,7102018Assets 2019: $17,932,281Liabilities 2019: $65,402Net Assets 2019: $17,866,8792019Assets 2020: $17,320,510Liabilities 2020: $61,889Net Assets 2020: $17,258,6212020Assets 2021: $22,805,646Liabilities 2021: $14,456Net Assets 2021: $22,791,1902021Assets 2022: $22,279,304Liabilities 2022: $11,385Net Assets 2022: $22,267,9192022Assets 2023: $22,667,693Liabilities 2023: $10,776Net Assets 2023: $22,656,9172023Assets 2024: $23,175,902Liabilities 2024: $10,419Net Assets 2024: $23,165,4832024Assets 2025: $24,794,153Liabilities 2025: $13,634Net Assets 2025: $24,780,5192025

Highlighted filing

2025

Assets$24,794,153
Liabilities$13,634
Net Assets$24,780,519
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $686,0852012Expenses 2013: $613,1922013Revenue 2014: $888,783Expenses 2014: $655,281Net Income 2014: $233,5022014Revenue 2015: $2,029,343Expenses 2015: $724,804Net Income 2015: $1,304,5392015Revenue 2016: $1,174,051Expenses 2016: $854,772Net Income 2016: $319,2792016Revenue 2017: $2,100,545Expenses 2017: $975,348Net Income 2017: $1,125,1972017Revenue 2018: $1,225,946Expenses 2018: $849,765Net Income 2018: $376,1812018Revenue 2019: $1,253,113Expenses 2019: $1,018,390Net Income 2019: $234,7232019Revenue 2020: $580,219Expenses 2020: $829,727Net Income 2020: -$249,5082020Revenue 2021: $493,318Expenses 2021: $1,068,515Net Income 2021: -$575,1972021Revenue 2022: $1,287,940Expenses 2022: $857,614Net Income 2022: $430,3262022Revenue 2023: $779,431Expenses 2023: $881,205Net Income 2023: -$101,7742023Revenue 2024: $330,159Expenses 2024: $1,069,941Net Income 2024: -$739,7822024Revenue 2025: $599,738Expenses 2025: $1,250,059Net Income 2025: -$650,3212025

Highlighted filing

2025

Revenue$599,738
Expenses$1,250,059
Net Income-$650,321
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 14, 2026
Return Version
2024v5.5
Gross Receipts
$599,738
Mission and Program Overview

Mission

To support the richmond symphony.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,251,173$1,297,694▲ $46,521
Savings and Temporary Cash Investments$777,354$716,928▼ $60,426
Other Notes and Loans Receivable, Net$249,438$405,941▲ $156,503
Cash and Non-Interest-Bearing Accounts$116,826$153,590▲ $36,764
Pledges and Grants Receivable$123,370$99,620▼ $23,750
Total Assets$23,175,902$24,794,153▲ $1,618,251
Other Assets Total$20,657,741$22,120,380▲ $1,462,639
Liabilities
Other Liabilities$10,189$13,634▲ $3,445
Accounts Payable and Accrued Expenses$230$0▼ $230
Total Liabilities$10,419$13,634▲ $3,215
Net Assets / Fund Balance
Net Assets With Donor Restrictions$23,165,483$24,780,519▲ $1,615,036
Total Net Assets Fund Balance$23,165,483$24,780,519▲ $1,615,036
Total Liabilities and Net Assets / Fund Balance$23,175,902$24,794,153▲ $1,618,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$22,120,380--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$23,165,484$247,653▲ $2,477,581-$24,780,521
2023$22,656,917$142,927▲ $1,435,580-$23,165,484
2022$22,267,919$564,124▲ $706,079-$22,656,917
2021$22,786,651$1,109,374▼ $777,843-$22,267,919
2020$17,258,621$342,692▲ $6,276,630-$22,786,651
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
George Y Wheeler IiiImmediate Past President
Ann T BurksPresident
Randall S ParksVice President
Anne Marie WhittemoreTrustee
David BradleyTrustee
David I MeyersTrustee
Elisabeth Muhlenfeld WollanTrustee
Elizabeth Cabell JenningsTrustee
Ernesto SampsonTrustee
Helen Lewis KempTrustee
J Alfred Broaddus JrTrustee
Nicomedes De LeonTrustee
Richard L MorrillTrustee
Robert L ChewningTrustee
Sandra ChaseTrustee
Tara H MatthewsTrustee
Wendell FullerTrustee
Lacey HuszczaSecretary
James B HartoughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,653
Program Service Revenue
$0
Investment Income
$352,085
Other Revenue
$0
All Other Contributions
$247,653
Change in Net Assets
$-650,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$943,435
Other Expenses$257,166
Total Fundraising Expense$62,187
Salaries, Compensation, and Employee Benefits$49,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$943,435--$943,435
Fees for Service Investment Mgmnt Fees-$139,861-$139,861
Other Salaries and Wages--$45,202$45,202
Fees for Services Other-$32,437-$32,437
Fees for Services Accounting-$16,773-$16,773
Advertising-$4,900-$4,900
Payroll Taxes--$3,069$3,069
Other Expenses-$2,409$5,368$2,409
All Other Expenses-$726$870$1,596
Office Expenses-$1,488-$1,488
Insurance-$1,444-$1,444
Other Employee Benefits--$1,187$1,187
Travel-$4-$4
Total Functional Expenses$943,435$244,437$62,187$1,250,059
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Richmond SymphonyRichmond, VA501(c)(3)To Support the Richmond Symphony$943,435
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligation$13,634
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The draft 990 is reviewed by the executive director and the director of finance of the richmond symphony, and by the treasurer of the richmond symphony foundation. A draft is made available to all richmond symphony foundation trustee members after such review and before filing.”

Form 990, Part VI, Section B, Line 12C

“The board members are asked to sign a commitment agreement annually which encompasses a statement as to conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The richmond symphony foundation makes its governing documents, conflict of interest policy and financial statements available to the pulbic upon request.”

Filing and Contact Details

Filer

Filer Name
The Richmond Symphony Foundation
EIN
54-1514987
Phone
8047884717
Address
612 EAST GRACE STREET 401, RICHMOND, VA 23219

Signing Officer

Name
Lacey Huszcza
Title
President & CEO
Phone
8047884717
Signed
2026-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lacey Huszcza
Formed
1989
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
18

Preparer

Firm
Keiter Stephens Hurst Gary & Shreaves
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Jayme Mika
Phone
8047470000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of cga obligation -1,271.”

Financial Statement Notes

PART X, LINE 2:

“The organization follows financial accounting standards board ("fasb") guidance for how uncertain tax positions should be recognized,measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organization's tax returns to determine whether the tax positions are "more-likely-than-not" of being sustained "when challenged or "when examined" by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. Management evaluated the organization's tax position and concluded that the organization had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. The organization is not currently under audit by any tax jurisdiction.”

Raw XML AppendixShowing 400 of 553 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0230
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE RICHMOND SYMPHONY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04900
IRS990/AdvertisingGrp/TotalAmt04900
IRS990/AllOtherContributionsAmt0247653
IRS990/AllOtherExpensesGrp/FundraisingAmt0870
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0726
IRS990/AllOtherExpensesGrp/TotalAmt01596
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08047884717
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0612 EAST GRACE STREET 401
IRS990/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023219
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0116826
IRS990/CashNonInterestBearingGrp/EOYAmt0153590
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0247653
IRS990/CYGrantsAndSimilarPaidAmt0943435
IRS990/CYInvestmentIncomeAmt0352085
IRS990/CYOtherExpensesAmt0257166
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-650321
IRS990/CYSalariesCompEmpBnftPaidAmt049458
IRS990/CYTotalExpensesAmt01250059
IRS990/CYTotalFundraisingExpenseAmt062187
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0599738
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION WAS ORGANIZED FOR THE PURPOSES OF SOLICITING, RECEIVING AND ADMINISTERING GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE BENEFIT OF THE RICHMOND SYMPHONY (A 501(C)3 ORGANIZATION).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt023165483
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt024780519
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0943435
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016773
IRS990/FeesForServicesAccountingGrp/TotalAmt016773
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt032437
IRS990/FeesForServicesOtherGrp/TotalAmt032437
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0139861
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0139861
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1J ALFRED BROADDUS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH CABELL JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDRA CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT L CHEWNING
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDELL FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm6HELEN LEWIS KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm7NICOMEDES DE LEON
IRS990/Form990PartVIISectionAGrp/PersonNm8TARA H MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID I MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD L MORRILL
IRS990/Form990PartVIISectionAGrp/PersonNm11ELISABETH MUHLENFELD WOLLAN
IRS990/Form990PartVIISectionAGrp/PersonNm12ERNESTO SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13ANNE MARIE WHITTEMORE
IRS990/Form990PartVIISectionAGrp/PersonNm14LACEY HUSZCZA
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES B HARTOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm16RANDALL S PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm17ANN T BURKS
IRS990/Form990PartVIISectionAGrp/PersonNm18GEORGE Y WHEELER III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18IMMEDIATE PAST PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0943435
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0943435
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0943435
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0599738
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01444
IRS990/InsuranceGrp/TotalAmt01444
IRS990/InvestmentIncomeGrp/ExclusionAmt0352085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0352085
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01251173
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01297694
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE RICHMOND SYMPHONY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023165483
IRS990/NetAssetsOrFundBalancesEOYAmt024780519
IRS990/NetUnrelatedBusTxblIncmAmt0117678
IRS990/NetUnrlzdGainsLossesInvstAmt02266628
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01488
IRS990/OfficeExpensesGrp/TotalAmt01488
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020657741
IRS990/OtherAssetsTotalGrp/EOYAmt022120380
IRS990/OtherChangesInNetAssetsAmt0-1271
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01187
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01187
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2CULTIVATION
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt06491
IRS990/OtherExpensesGrp/FundraisingAmt15368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12409
IRS990/OtherExpensesGrp/TotalAmt044395
IRS990/OtherExpensesGrp/TotalAmt16491
IRS990/OtherExpensesGrp/TotalAmt25368
IRS990/OtherExpensesGrp/TotalAmt32409
IRS990/OtherLiabilitiesGrp/BOYAmt010189
IRS990/OtherLiabilitiesGrp/EOYAmt013634
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045202
IRS990/OtherSalariesAndWagesGrp/TotalAmt045202
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0249438
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0405941
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03069
IRS990/PayrollTaxesGrp/TotalAmt03069
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123370
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt099620
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LACEY HUSZCZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0142927
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0869238
IRS990/PYInvestmentIncomeAmt0187232
IRS990/PYOtherExpensesAmt0119687
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-739782
IRS990/PYSalariesCompEmpBnftPaidAmt081016
IRS990/PYTotalExpensesAmt01069941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0330159
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-650321
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0777354
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0716928
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION HOLDS TITLE AND MANAGES EXEMPT ASSETS FOR THE SUPPORTED ORGANIZATION. IT ALSO PROVIDES GRANTS TO THE SUPPORTED ORGANIZATION TO ENABLE THEM TO CARRY OUT THEIR EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546024033
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0943435
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE RICHMOND SYMPHONY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0943435
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01110197
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023165484
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0247653
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024780521
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02477581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01069940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022656917
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0142927
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023165484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01435580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0881205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022267919
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0564124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022656917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0706079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0850263
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022786651
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01109374
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022267919
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-777843
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01091292
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017258621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0342692
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022786651
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06276630
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,794,153
Liabilities
$13,634
Net assets
$24,780,519
Revenue
$599,738
Expenses
$1,250,059
Net income
-$650,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.8$0.01$24.8$0.60$1.25$0.65
2024Detailed filing. Detailed filing data is available for this year.$23.2$0.01$23.2$0.33$1.07$0.74
2023Detailed filing. Detailed filing data is available for this year.$22.7$0.01$22.7$0.78$0.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.01$22.3$1.29$0.86$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$0.01$22.8$0.49$1.07$0.58
2020Detailed filing. Detailed filing data is available for this year.$17.3$0.06$17.3$0.58$0.83$0.25
2019Detailed filing. Detailed filing data is available for this year.$17.9$0.07$17.9$1.25$1.02$0.23
2018Detailed filing. Detailed filing data is available for this year.$17.4$0.07$17.3$1.23$0.85$0.38
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.07$15.9$2.10$0.98$1.13
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.07$13.5$1.17$0.85$0.32
2015Detailed filing. Detailed filing data is available for this year.$13.9$0.07$13.9$2.03$0.72$1.30
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.13$13.0$0.89$0.66$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.14$11.8$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.15$11.0$0.69