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Alabama Symphony Endowment

Tax-deductible

Birmingham, AL501(c)(3)Since 1987Foundations & Grantmakers EIN 63-0965459Revenue $2.2M in FY2025

On file with the IRS3621 6th Ave S, 35222-2407 · Birmingham, ALTax-exempt since Mar 1996Supporting organization — 509(a)(3)

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To provide funding and support for the Alabama symphonic association, INC.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $989K a year · 46% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $23.5M in investments, Pt X · Ln 11–13
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.0M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
-21% vs prior year
Spent
$2.2M
To programs
94%
Net assets
$24.5M
By yearFY2020–FY2025
Revenue
$2.2M
FY2025▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.3M
FY2021$1.4M
FY2022$1.1M
FY2023$1.9M
FY2024$2.8M
FY2025$2.2M
Expenses
$2.2M
FY2025▲ +72%
Tap a bar for its year
Expenses by fiscal year
FY2020$641K
FY2021$1.2M
FY2022$774K
FY2023$878K
FY2024$1.3M
FY2025$2.2M
Net assets
$24.5M
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$16.9M
FY2021$18.6M
FY2022$16.7M
FY2023$18.7M
FY2024$22.3M
FY2025$24.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $2.0M Management & general 6% · $129K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Dell S Brooke
Secretary
$0Pt VII · Sec A
F Dixon Brooke JR
Vice Chairman
$0Pt VII · Sec A
Phil Carroll
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lori Dixon
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Alabama Symphony Endowment executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds and supports the Alabama Symphonic Association.

Questions for Alabama Symphony Endowment

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Provided by the organization

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1 program · $2.0M · in their own filed words · FY2024
01

Distributed income to help fund concert operations of the alabama symphonic association, inc.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Natl Christian Charitable Fdn INCFY2023$1.0M
Total grants receivedfrom 1 funder$1.0M
Grants paid · 7 grants · $7.0M · 2019–2024
Alabama Symphonic Association INCAL · FY2024$2,045,807
Alabama Symphonic Association INCAL · FY2023$1,124,988
Alabama Symphonic Association INCAL · FY2022$783,284
Alabama Symphonic Association INCAL · FY2021$686,779
Alabama Symphonic Association INCAL · FY2021$686,779
Alabama Symphonic Association INCAL · FY2020$1,137,000
Alabama Symphonic Association INCAL · FY2019$571,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.2M
Ln 12
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$386K
Other incomeLn 4–11$11K
Money outPt IX
$2.2M
Ln 25
Programscol B$2.0M
Managementcol C$129K
Owns and owesPt X
$24.5M
net assets · Ln 32
Cash and savingsLn 1–2$328K
Total assetsLn 16$24.5M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$386K
Other incomeLn 4–11$11K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$51K
SavingsLn 2$277K
Cash and savings togetherLn 1–2$328K
InvestmentsLn 11–13$23.5M
Land, buildings, equipmentLn 10c$115K
Total assetsLn 16$24.5M
LiabilitiesLn 26$0
Net assetsLn 32$24.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$894K$328K
InvestmentsLn 11–13$20.4M$23.5M
Land, buildings, equipmentLn 10c$115K$115K
Total assetsLn 16$22.3M$24.5M
LiabilitiesLn 26$0$0
Net assetsLn 32$22.3M$24.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.0M$2.0M
Investment management feesLn 11f$94K$0$94K$0
Advertising and promotionLn 12$30K$0$30K$0
Office expensesLn 13$21$0$21$0
InsuranceLn 23$5K$0$5K$0
Total functional expensesLn 25$2.2M$2.0M$129K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.2M$2.2M$63K$24.5M 990 PDF
FY2024 $2.8M$1.3M$1.6M$22.3M 990 PDF
FY2023 $1.9M$878K$1.0M$18.7M 990 PDF
FY2022 $1.1M$774K$349K$16.7M 990 PDF
FY2021 $1.4M$1.2M$189K$18.6M 990 PDF
FY2020 $3.3M$641K$2.7M$16.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $2,238,280 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,465,000$1,841,173
I-9 Program service revenue$0
I-10 Investment incomePrior year $367,159$385,669
I-11 Other revenuePrior year $11,719$11,438
I-12 Total revenuePrior year $2,843,878$2,238,280
I-13 Grants and similar amounts paidPrior year $1,124,988$2,045,807
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $141,116$129,338
I-18 Total expensesPrior year $1,266,104$2,175,145
I-19 Revenue less expensesPrior year $1,577,774$63,135
Part VI · Governance 10 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,238,280 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,841,173
VIII-1h Total contributions, gifts and grants$1,841,173
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $385,669$385,669
VIII-6 Net rental income or lossExcluded from tax $11,438$11,438
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $397,107$2,238,280
Part IX · Statement of functional expenses $2,175,145 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $2,045,807$2,045,807
IX-11f Investment management feesPrograms $0 · Management $94,338 · Fundraising $0$94,338
IX-12 Advertising and promotionPrograms $0 · Management $30,059 · Fundraising $0$30,059
IX-13 Office expensesPrograms $0 · Management $21 · Fundraising $0$21
IX-23 InsurancePrograms $0 · Management $4,920 · Fundraising $0$4,920
IX-25 Total functional expensesPrograms $2,045,807 · Management $129,338 · Fundraising $0$2,175,145
Part X · Balance sheet $24,542,201 assets, 11 lines filed
Asset lines not itemized here account for $83,137; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $51,107$51,113
X-2 Savings and temporary cash investmentsStart of year $842,622$277,108
X-3 Pledges and grants receivableStart of year $726,149$490,000
X-10c Land, buildings and equipment, netStart of year $115,179$114,617
X-11 Publicly traded securitiesStart of year $20,449,310$23,526,226
X-16 Total assetsStart of year $22,295,507$24,542,201
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,144,965$153,957
X-28 Net assets with donor restrictionsStart of year $21,150,542$24,388,244
X-32 Total net assets or fund balancesStart of year $22,295,507$24,542,201
X-33 Total liabilities and net assetsStart of year $22,295,507$24,542,201
Part XI · Reconciliation of net assets $24,542,201 net assets at year end
XI-1 Total revenue$2,238,280
XI-2 Total expenses$2,175,145
XI-3 Revenue less expenses$63,135
XI-4 Net assets at start of year$22,295,507
XI-5 Net unrealized gains (losses) on investments$2,183,559
XI-10 Net assets at end of year$24,542,201

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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