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OWENSBORO SYMPHONY ORCHESTRA, INC.

Company Details

Name: OWENSBORO SYMPHONY ORCHESTRA, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 01 Dec 1966 (58 years ago)
Organization Date: 01 Dec 1966 (58 years ago)
Last Annual Report: 20 Feb 2025 (22 days ago)
Organization Number: 0039631
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 42303
City: Owensboro
Primary County: Daviess County
Principal Office: 211 EAST SECOND STREET, OWENSBORO, KY 42303
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2023 616055984 2024-07-30 OWENSBORO SYMPHONY ORCHESTRA, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s DBA name OWENSBORO SYMPHONY
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 1

Signature of

Role Plan administrator
Date 2024-07-30
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2022 616055984 2023-07-31 OWENSBORO SYMPHONY ORCHESTRA, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s DBA name OWENSBORO SYMPHONY
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 2

Signature of

Role Plan administrator
Date 2023-07-31
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2021 616055984 2022-08-01 OWENSBORO SYMPHONY ORCHESTRA, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s DBA name OWENSBORO SYMPHONY
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 2

Signature of

Role Plan administrator
Date 2022-08-01
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2020 616055984 2021-07-30 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s DBA name OWENSBORO SYMPHONY
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2021-07-30
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2019 616055984 2020-07-31 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 2

Signature of

Role Plan administrator
Date 2020-07-31
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2018 616055984 2019-07-30 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2019-07-30
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2017 616055984 2018-07-31 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2018-07-31
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2016 616055984 2017-07-27 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2017-07-27
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2015 616055984 2016-07-28 OWENSBORO SYMPHONY ORCHESTRA, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 E 2ND ST, OWENSBORO, KY, 423034201
Plan sponsor’s address 211 E 2ND ST, OWENSBORO, KY, 423034201

Number of participants as of the end of the plan year

Active participants 4

Signature of

Role Plan administrator
Date 2016-07-28
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
OWENSBORO SYMPHONY ORCHESTRA 403 (B) PLAN 2014 616055984 2015-07-28 OWENSBORO SYMPHONY ORCHESTRA, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2015-07-28
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/31/20140731152627P030022240751001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2014-07-31
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/26/20130726154928P030314494355001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Number of participants as of the end of the plan year

Active participants 5

Signature of

Role Plan administrator
Date 2013-07-26
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/03/20120803103646P040001975667001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Plan administrator’s name and address

Administrator’s EIN 616055984
Plan administrator’s name OWENSBORO SYMPHONY ORCHESTRA, INC.
Plan administrator’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Administrator’s telephone number 2706840661

Number of participants as of the end of the plan year

Active participants 0

Signature of

Role Plan administrator
Date 2012-08-03
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/31/20110731171812P040107106625001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Plan administrator’s name and address

Administrator’s EIN 616055984
Plan administrator’s name OWENSBORO SYMPHONY ORCHESTRA, INC
Plan administrator’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Administrator’s telephone number 2706840661

Number of participants as of the end of the plan year

Active participants 0

Signature of

Role Plan administrator
Date 2011-07-31
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/27/20100727190411P070070107441001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-08-29
Business code 711100
Sponsor’s telephone number 2706840661
Plan sponsor’s mailing address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Plan sponsor’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303

Plan administrator’s name and address

Administrator’s EIN 616055984
Plan administrator’s name OWENSBORO SYMPHONY ORCHESTRA, INC.
Plan administrator’s address 211 EAST SECOND STREET, OWENSBORO, KY, 42303
Administrator’s telephone number 2706840661

Number of participants as of the end of the plan year

Active participants 0

Signature of

Role Plan administrator
Date 2010-07-27
Name of individual signing GWYN MORRIS PAYNE
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
David Reynolds Director
SISTER MARGUERITE YOUNKE Director
DR. EMIL G. AHNELL Director
RUSSELL C. JONES Director
SISTER MARGUERITE YONKER Director
Greg Elder Director
William Price Director

Incorporator

Name Role
SISTER MARGUERITE YOUNKE Incorporator
DR. EMIL G. AHNELL Incorporator
RUSSEL C. JONES Incorporator

Registered Agent

Name Role
GWYN M. PAYNE Registered Agent

President

Name Role
Allen Holbrook President

Secretary

Name Role
Philip Smith Secretary

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming EXE0000995 Exempt Organization Active - - - - Owensboro, DAVIESS, KY

Former Company Names

Name Action
OWENSBORO CIVIC ORCHESTRA, INC. Old Name

Assumed Names

Name Status Expiration Date
OWENSBORO ORCHESTRA Active 2025-12-03
OWENSBORO SYMPHONY YOUTH ORCHESTRA Active 2025-12-03
OWENSBORO SYMPHONY Active 2025-12-03

Filings

Name File Date
Annual Report 2025-02-20
Annual Report 2024-02-26
Annual Report 2023-02-28
Annual Report 2022-02-18
Annual Report 2021-02-09
Certificate of Assumed Name 2020-12-03
Certificate of Assumed Name 2020-12-03
Certificate of Assumed Name 2020-12-03
Registered Agent name/address change 2020-12-02
Annual Report 2020-01-24

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-6055984 Corporation Unconditional Exemption 211 E 2ND ST, OWENSBORO, KY, 42303-4201 1968-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 2455179
Income Amount 959960
Form 990 Revenue Amount 951988
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name OWENSBORO SYMPHONY ORCHESTRA INC
EIN 61-6055984
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2513217700 2020-05-01 0457 PPP 211 E 2ND ST, OWENSBORO, KY, 42303
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38500
Loan Approval Amount (current) 38500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address OWENSBORO, DAVIESS, KY, 42303-0100
Project Congressional District KY-02
Number of Employees 6
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 38872.06
Forgiveness Paid Date 2021-04-22
4971778402 2021-02-07 0457 PPS 211 E 2nd St, Owensboro, KY, 42303-4201
Loan Status Date 2022-01-22
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49145
Loan Approval Amount (current) 49145
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Owensboro, DAVIESS, KY, 42303-4201
Project Congressional District KY-02
Number of Employees 7
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 49566.42
Forgiveness Paid Date 2021-12-22

Sources: Kentucky Secretary of State