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Nonprofit · EIN 83-2138568

LOUISVILLE ORCHESTRA ENDOWMENT INC

Tax-exempt · LOUISVILLE, KY 40202

Financials

$132K$311K2022$442K$386K2023$3.4M$364K2024
Revenue Expenses · by fiscal year end
Financials of LOUISVILLE ORCHESTRA ENDOWMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$3,365,883$363,549$3,002,334$7,029,353$33,144$6,996,209
May 31, 2024990$442,016$385,616$56,400$4,567,830$989,373$3,578,457
May 31, 2023990$131,625$311,378-$179,753$4,258,095$1,081,414$3,176,681
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$3,334,463
Program service revenue
$0
Investment income
$6,910
Net gain from sales of assets
-$129,848
Other revenue
$24,510

Expenses

Grants and similar amounts paid
$121,946
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,275
Program services (functional)
$121,946
Management and general (functional)
$29,263
Fundraising (functional)
$212,340

Balance sheet and other

Total assets, start of year
$4,567,830
Total assets, end of year
$7,029,353
Total liabilities, end of year
$33,144
Net assets, end of year
$6,996,209
Publicly traded securities
$6,516,152
Net assets without donor restrictions
$941,678
Net assets with donor restrictions
$6,054,531
Gross receipts
$8,365,930
Employees
0
Volunteers
0
Year formed
2018
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAUL THOMPSONBOARD CHAIR, PRESIDENT
Trustee or director, Officer
1$0
RUTH TRAUTWEINDIRECTOR
Trustee or director
0.5$0
JAMES R ALLENDIRECTOR
Trustee or director
0.5$0
WILLIAM BALLARDDIRECTOR
Trustee or director
0.5$0
ANDREW FLEISCHMANDIRECTOR
Trustee or director
0.5$0
C EDWARD GLASSCOCKDIRECTOR
Trustee or director
0.5$0
JEFF ROBERTSDIRECTOR
Trustee or director
0.5$0
JAMES S WELCH JRDIRECTOR
Trustee or director
0.5$0
990 for the year ended May 31, 2024: 9 people
NameTitleHours / weekCompensation
PAUL W THOMPSONBOARD CHAIR, PRESIDENT
Trustee or director, Officer
1$0
RITU FURLANDIRECTOR
Trustee or director
0.5$0
C EDWARD GLASSCOCKDIRECTOR
Trustee or director
0.5$0
JAMES S WELCH JRDIRECTOR
Trustee or director
0.5$0
JAMES R ALLENDIRECTOR
Trustee or director
0.5$0
WILLIAM BALLARDDIRECTOR
Trustee or director
0.5$0
ANDREW TRAGER-KUSMANDIRECTOR
Trustee or director
0.5$0
ANDREW FLEISCHMANDIRECTOR
Trustee or director
0.5$0
RUTH TRAUTWEINDIRECTOR
Trustee or director
0.5$0
990 for the year ended May 31, 2023: 8 people
NameTitleHours / weekCompensation
PAUL W THOMPSONBOARD CHAIR
Trustee or director, Officer
0.5$0
RITU FURLANTREASURER
Trustee or director, Officer
0.5$0
C EDWARD GLASSCOCKDIRECTOR
Trustee or director
0.5$0
JAMES S WELCH JRDIRECTOR
Trustee or director
0.5$0
JAMES R ALLENDIRECTOR
Trustee or director
0.5$0
WILLIAM BALLARDDIRECTOR
Trustee or director
0.5$0
ANDREW TRAGER-KUSMANDIRECTOR
Trustee or director
0.5$0
LEE KIRKWOODDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
624 W MAIN ST STE 400, LOUISVILLE, KY 40202-2952
In care of
% TONYA MCSORLEY
Principal officer (990 for 2024)
PAUL THOMPSON, 624 WEST MAIN STREET SUITE 400, LOUISVILLE, KY 40202
Signed the 990
TONYA MCSORLEY, CHIEF FINANCIAL OFFICER
Phone
(502) 587-8681
Return prepared by
LBMC PC

Mission

LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF PROVIDING FUNDS FOR THE CAPITAL, OPERATING, AND PROGRAMMING COSTS OF THE LOUISVILLE ORCHESTRA, INC.

990 for the year ended May 31, 2025

Program accomplishments

  • LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF DISTRIBUTING ITS FUNDS FOR PUBLIC, CHARITABLE AND/OR EDUCATIONAL PURPOSES. ANY DISTRIBUTIONS OR PAYMENTS BY THE LOE SHALL BE MADE ONLY TO OR FOR THE BENEFIT OF THE ORCHESTRA.
    Expenses $121,946 · grants $121,946 · revenue $24,510

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
83-2138568
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,029,353
Income (IRS master file)
$8,365,930

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$3,365,883$363,549$7,029,353XML
990May 2024$442,016$385,616$4,567,830XML
990May 2023$131,625$311,378$4,258,095XML
990May 2022$946,020$33,365$4,426,698IRS
990May 2021–––IRS
990May 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2138568).

Questions about LOUISVILLE ORCHESTRA ENDOWMENT INC

What is the EIN of LOUISVILLE ORCHESTRA ENDOWMENT INC?
The employer identification number (EIN) of LOUISVILLE ORCHESTRA ENDOWMENT INC is 83-2138568.
Is LOUISVILLE ORCHESTRA ENDOWMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LOUISVILLE ORCHESTRA ENDOWMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does LOUISVILLE ORCHESTRA ENDOWMENT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LOUISVILLE ORCHESTRA ENDOWMENT INC due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUISVILLE ORCHESTRA ENDOWMENT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of LOUISVILLE ORCHESTRA ENDOWMENT INC?
The 990 for the year ended May 31, 2025 names PAUL THOMPSON.
Who are the officers and directors of LOUISVILLE ORCHESTRA ENDOWMENT INC?
The 990 for the year ended May 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does LOUISVILLE ORCHESTRA ENDOWMENT INC have?
On its 990 for the year ended May 31, 2025 it reported revenue of $3,365,883, expenses of $363,549 and total assets of $7,029,353 at year end.

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