Civic Intelligence

Greenville Symphony Endowment Fund

EIN 57-1080206 • 501(c)3 • Greenville, SC

Profile

The greenville symphony endowment fund, inc. Manages endowment gifts for the benefit of the greenville symphony association.

200 South Main StreetGreenville, SC 29601

greenvillesymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

34th percentile

-0.6%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

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

Asset Growth

49th percentile

4.0%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$13,103,740

Up $497,958 (+4.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$13,103,740

Up $497,958 (+4.0%) from 2024

Revenue

Up

$662,971

Up $127,955 (+24%) from 2024

Expenses

Up

$667,064

Up $13,500 (+2.1%) from 2024

Net Income

Up

-$4,093

Up $114,455 (+97%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,164,708Liabilities 2011: $0Net Assets 2011: $6,164,7082011Assets 2012: $5,811,784Liabilities 2012: $87,129Net Assets 2012: $5,724,6552012Assets 2013: $6,436,758Liabilities 2013: $0Net Assets 2013: $6,436,7582013Assets 2014: $6,957,626Liabilities 2014: $0Net Assets 2014: $6,957,6262014Assets 2015: $8,296,447Liabilities 2015: $0Net Assets 2015: $8,296,4472015Assets 2016: $7,843,414Liabilities 2016: $0Net Assets 2016: $7,843,4142016Assets 2017: $8,398,933Liabilities 2017: $0Net Assets 2017: $8,398,9332017Assets 2018: $9,769,519Liabilities 2018: $0Net Assets 2018: $9,769,5192018Assets 2019: $10,460,867Liabilities 2019: $5,386Net Assets 2019: $10,455,4812019Assets 2020: $11,163,792Liabilities 2020: $0Net Assets 2020: $11,163,7922020Assets 2021: $13,960,121Liabilities 2021: $243,952Net Assets 2021: $13,716,1692021Assets 2022: $12,195,041Liabilities 2022: $0Net Assets 2022: $12,195,0412022Assets 2023: $11,608,725Liabilities 2023: $1,101Net Assets 2023: $11,607,6242023Assets 2024: $12,605,782Liabilities 2024: $0Net Assets 2024: $12,605,7822024Assets 2025: $13,103,740Liabilities 2025: $0Net Assets 2025: $13,103,7402025

Highlighted filing

2025

Assets$13,103,740
Liabilities$0
Net Assets$13,103,740

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $257,8652011Expenses 2012: $291,6332012Expenses 2013: $309,7772013Revenue 2014: $691,623Expenses 2014: $309,081Net Income 2014: $382,5422014Revenue 2015: $1,892,286Expenses 2015: $313,211Net Income 2015: $1,579,0752015Revenue 2016: $116,369Expenses 2016: $362,062Net Income 2016: -$245,6932016Revenue 2017: $438,635Expenses 2017: $402,291Net Income 2017: $36,3442017Revenue 2018: $1,768,283Expenses 2018: $439,287Net Income 2018: $1,328,9962018Revenue 2019: $891,707Expenses 2019: $517,209Net Income 2019: $374,4982019Revenue 2020: $800,666Expenses 2020: $578,321Net Income 2020: $222,3452020Revenue 2021: $822,875Expenses 2021: $566,610Net Income 2021: $256,2652021Revenue 2022: $1,182,935Expenses 2022: $596,208Net Income 2022: $586,7272022Revenue 2023: $866,118Expenses 2023: $621,614Net Income 2023: $244,5042023Revenue 2024: $535,016Expenses 2024: $653,564Net Income 2024: -$118,5482024Revenue 2025: $662,971Expenses 2025: $667,064Net Income 2025: -$4,0932025

Highlighted filing

2025

Revenue$662,971
Expenses$667,064
Net Income-$4,093

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$0.66$0.67$0.00
2024Summary only. Only limited summary data is available for this year.$12.6$0.00$12.6$0.54$0.65$0.12
2023Summary only. Only limited summary data is available for this year.$11.6$0.00$11.6$0.87$0.62$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$1.18$0.60$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.24$13.7$0.82$0.57$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.80$0.58$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.01$10.5$0.89$0.52$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.00$9.77$1.77$0.44$1.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$0.44$0.40$0.04
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.12$0.36$0.25
2015Summary only. Only limited summary data is available for this year.$8.30$0.00$8.30$1.89$0.31$1.58
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.69$0.31$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.00$6.44$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.09$5.72$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 12, 2026
Return Version
2024v5.0
Gross Receipts
$5,117,133
Mission and Program Overview

Mission

The greenville symphony endowment fund manages endowment gifts for the benefit of the greenville symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,593,043$13,091,591▲ $498,548
Cash and Non-Interest-Bearing Accounts$12,739$9,649▼ $3,090
Total Assets$12,605,782$13,103,740▲ $497,958
Other Assets Total-$2,500-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,605,782$13,103,740▲ $497,958
Total Net Assets Fund Balance$12,605,782$13,103,740▲ $497,958
Total Liabilities and Net Assets / Fund Balance$12,605,782$13,103,740▲ $497,958

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$12,605,782$43,796▲ $1,056,611$598,000$13,103,740
2023$11,607,624$19,768▲ $1,556,787$575,000$12,605,782
2022$12,195,040$123,938▼ $164,988$544,000$11,607,624
2021$13,716,169$176,903▼ $1,186,013$511,000$12,195,040
2020$11,163,793$91,665▲ $3,027,321$566,610$13,716,169
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee DixonChair
Bob NachmanVice Chair
Lil ParrDirector
Robert E HowardSecretary
Nancy B StantonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,796
Program Service Revenue
$0
Investment Income
$619,175
Other Revenue
$0
All Other Contributions
$43,796
Change in Net Assets
$-4,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$598,000
Other Expenses$69,064
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$598,000--$598,000
Fees for Service Investment Mgmnt Fees-$64,615-$64,615
Office Expenses-$4,449-$4,449
Total Functional Expenses$598,000$69,064$0$667,064
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greenville Symphony AssociationGreenville, SC501c3Operations$598,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

While the board itself elects directors, it is subject to the consent of a majority of the board of the greenville symphony association.

Form 990, Page 6, Part VI, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the management of greenville symphony association and a copy is provided to the endowment board for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

The endowment's bylaws require that potential business transactions involving a board member must be disclosed to the board or board chair, as applicable. The member involved may not vote on a transaction in which they have a conflict. The bylaws also require an annual acknowledgment of this obligation and a disclosure of any known conflicts.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Greenville Symphony Endowment
EIN
57-1080206
Phone
8642320344
Address
200 SOUTH MAIN STREET, GREENVILLE, SC 29601

Signing Officer

Name
Lee Dixon
Title
Chair
Phone
8642320344
Signed
2026-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Dixon
Formed
1998
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Greene Finney Cauley Llp
Address
908 N MAIN ST, ANDERSON, SC 29621
Preparer
Christopher S Cauley
Phone
8642258713
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment consists of several individual endowment funds established over the years by donors to provide annual funding for specific activities and general operations for the benefit of the greenville symphony association.

Schedule D, Page 3, Part X

The association and the affiliate are not currently undergoing examination of any previously filed information returns; however, the returns filed for the most recent three years remain available for examination by taxing authorities. Management is not aware of any unfavorable tax positions taken on the returns which have less than a 50% chance of being affirmed under examination.

Raw XML AppendixShowing 400 of 405 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INITIAL BOARD FOR THE ENDOWMENT WAS APPOINTED BY THE GREENVILLE SYMPHONY ASSOCIATION. WHILE SUBSEQUENT APPOINTMENTS ARE HANDLED BY THE BOARD ITSELF, THE APPOINTMENTS ARE SUBJECT TO THE CONSENT OF THE MAJORITY OF THE BOARD OF THE GREENVILLE SYMPHONY ASSOCIATION. THE EXECUTIVE DIRECTOR OF THE ASSOCIATION AND THE TREASURER OF THE ASSOCIATION ARE EX- OFFICIO MEMBERS OF THE BOARD. WHILE THEY DO NOT HAVE VOTING RIGHTS, THEIR POSITION ON THE BOARD ALLOWS FOR THE ASSOCIATION TO HAVE A VOICE IN ENDOWMENT MATTERS. DISBURSEMENTS FROM THE ENDOWMENT TO THE ASSOCIATION ARE SET FORTH IN THE ENDOWMENT'S BYLAWS. THESE PROVISIONS IN THE GOVERNING DOCUMENTS ALLOW THE ASSOCIATION TO HAVE A ROLE IN THE INVESTMENTS AND USE OF ASSETS OF THE ENDOWMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ENDOWMENT FUND WAS CREATED TO MANAGE GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE GREENVILLE SYMPHONY ASSOCIATION. ALL OF THE ACTIVITIES OF THE ENDOWMENT WERE USED TO FURTHER THE EXEMPT PURPOSE AND MISSION OF THE GREENVILLE SYMPHONY ORCHESTRA. THE ENDOWMENT REMAINS RESPONSIVE TO THE ASSOCIATION BY HAVING THE EXECUTIVE DIRECTOR AND TREASURER OF THE ASSOCIATION AS EX-OFFICIO MEMBERS OF THE BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF THE ENDOWMENT MANAGEMENT ACTIVITIES HAD NOT BEEN PERFORMED BY THE GREENVILLE SYMPHONY ENDOWMENT FUND, THE GREENVILLE SYMPHONY ASSOCIATION WOULD HAVE MANAGED THE ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1186013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0511000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011163793
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED OVER THE YEARS BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS FOR THE BENEFIT OF THE GREENVILLE SYMPHONY ASSOCIATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION AND THE AFFILIATE ARE NOT CURRENTLY UNDERGOING EXAMINATION OF ANY PREVIOUSLY FILED INFORMATION RETURNS; HOWEVER, THE RETURNS FILED FOR THE MOST RECENT THREE YEARS REMAIN AVAILABLE FOR EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY UNFAVORABLE TAX POSITIONS TAKEN ON THE RETURNS WHICH HAVE LESS THAN A 50% CHANCE OF BEING AFFIRMED UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREENVILLE SYMPHONY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0570447452
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 SOUTH MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CLOSE WORKING RELATIONSHIP BETWEEN THE ENDOWMENT AND THE ASSOCIATION ALLOWS THE ENDOWMENT TO MONITOR THE USE OF FUNDS. THE ENDOWMENT EXISTS TO SUPPORT THE ASSOCIATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE BOARD ITSELF ELECTS DIRECTORS, IT IS SUBJECT TO THE CONSENT OF A MAJORITY OF THE BOARD OF THE GREENVILLE SYMPHONY ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE MANAGEMENT OF GREENVILLE SYMPHONY ASSOCIATION AND A COPY IS PROVIDED TO THE ENDOWMENT BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENDOWMENT'S BYLAWS REQUIRE THAT POTENTIAL BUSINESS TRANSACTIONS INVOLVING A BOARD MEMBER MUST BE DISCLOSED TO THE BOARD OR BOARD CHAIR, AS APPLICABLE. THE MEMBER INVOLVED MAY NOT VOTE ON A TRANSACTION IN WHICH THEY HAVE A CONFLICT. THE BYLAWS ALSO REQUIRE AN ANNUAL ACKNOWLEDGMENT OF THIS OBLIGATION AND A DISCLOSURE OF ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GREENVILLE SYMPHONY ASSOCIATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SYMPHONY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENVILLE
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069064
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0667064
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IRS990/WebsiteAddressTxt0GREENVILLESYMPHONY.ORG/GSO-ENDOWMENT
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE DIXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08642320344
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENVILLE SYMPHONY ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENE FINNEY CAULEY LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S CAULEY

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