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JACKSONVILLE SYMPHONY ASSOCIATION, INC. - Florida Company Profile

Company Details

Entity Name: JACKSONVILLE SYMPHONY ASSOCIATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 20 Jun 1981 (44 years ago)
Last Event: AMENDMENT
Event Date Filed: 13 Oct 1995 (30 years ago)
Document Number: 758845
FEI/EIN Number 596002520

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 300 W. WATER STREET, STE. 200, JACKSONVILLE, FL, 32202, US
Mail Address: 300 W. WATER STREET, STE. 200, JACKSONVILLE, FL, 32202, US
ZIP code: 32202
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2019 596002520 2020-12-16 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443

Plan administrator’s name and address

Administrator’s EIN 570144607
Plan administrator’s name COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Plan administrator’s address PO BOX 1365, COLUMBIA, SC, 292021365
Administrator’s telephone number 8002567004

Signature of

Role Plan administrator
Date 2020-12-16
Name of individual signing DEBRA FORSBERG
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2018 596002520 2020-02-24 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443

Plan administrator’s name and address

Administrator’s EIN 570144607
Plan administrator’s name COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Plan administrator’s address PO BOX 1365, COLUMBIA, SC, 292021365
Administrator’s telephone number 8002567004

Signature of

Role Plan administrator
Date 2020-02-24
Name of individual signing DEBRA FORSBERG
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2017 596002520 2018-10-04 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCATION
Plan sponsor’s address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443

Signature of

Role Plan administrator
Date 2018-10-04
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2016 596002520 2017-11-20 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s mailing address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443
Plan sponsor’s address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443

Number of participants as of the end of the plan year

Active participants 23
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 27
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2017-11-20
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2015 596002520 2016-11-04 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s mailing address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443
Plan sponsor’s address 300 WATER ST STE 200, JACKSONVILLE, FL, 322024443

Number of participants as of the end of the plan year

Active participants 26
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of

Role Plan administrator
Date 2016-11-04
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2014 596002520 2015-09-08 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s mailing address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Plan sponsor’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202

Number of participants as of the end of the plan year

Active participants 80
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2015-09-08
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2013 596002520 2014-10-16 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s DBA name JACKSONVILLE SYMPHONY ASSOCIATION
Plan sponsor’s mailing address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Plan sponsor’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202

Number of participants as of the end of the plan year

Active participants 16
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2014-10-16
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2012 596002520 2013-07-25 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s mailing address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Plan sponsor’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202

Plan administrator’s name and address

Administrator’s EIN 596002520
Plan administrator’s name JACKSONVILLE SYMPHONY ASSOCIATION, INC.
Plan administrator’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Administrator’s telephone number 9043545479

Number of participants as of the end of the plan year

Active participants 63
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-07-25
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2011 596002520 2012-10-24 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s mailing address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Plan sponsor’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202

Plan administrator’s name and address

Administrator’s EIN 596002520
Plan administrator’s name JACKSONVILLE SYMPHONY ASSOCIATION, INC.
Plan administrator’s address 300 WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Administrator’s telephone number 9043545479

Number of participants as of the end of the plan year

Active participants 72
Retired or separated participants receiving benefits 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-10-24
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature
JACKSONVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN 2010 596002520 2012-10-24 JACKSONVILLE SYMPHONY ASSOCIATION, INC. 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 813000
Sponsor’s telephone number 9043545479
Plan sponsor’s mailing address 300 WEST WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Plan sponsor’s address 300 WEST WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202

Plan administrator’s name and address

Administrator’s EIN 596002520
Plan administrator’s name JACKSONVILLE SYMPHONY ASSOCIATION, INC.
Plan administrator’s address 300 WEST WATER STREET, SUITE 200, JACKSONVILLE, FL, 32202
Administrator’s telephone number 9043545479

Number of participants as of the end of the plan year

Active participants 73
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 73
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-10-24
Name of individual signing SALLY PETTEGREW
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Libman Steven B President 300 W. WATER STREET, JACKSONVILLE, FL, 32202
Flaherty Thomas Mr. Agent 300 W. WATER ST, JACKSONVILLE, FL, 32202
Robinson Conchita Treasurer 300 W. WATER STREET, JACKSONVILLE, FL, 32202
Marcin Matthew Chairman 300 W. WATER STREET, JACKSONVILLE, FL, 32202

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-02-11 Flaherty, Thomas, Mr. -
CHANGE OF MAILING ADDRESS 2005-07-08 300 W. WATER STREET, STE. 200, JACKSONVILLE, FL 32202 -
REGISTERED AGENT ADDRESS CHANGED 2005-07-08 300 W. WATER ST, STE 200, JACKSONVILLE, FL 32202 -
CHANGE OF PRINCIPAL ADDRESS 1997-03-19 300 W. WATER STREET, STE. 200, JACKSONVILLE, FL 32202 -
AMENDMENT 1995-10-13 - -
AMENDED AND RESTATEDARTICLES/NAME CHANGE 1995-07-20 JACKSONVILLE SYMPHONY ASSOCIATION, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-15
ANNUAL REPORT 2023-02-28
ANNUAL REPORT 2022-02-11
ANNUAL REPORT 2021-01-26
ANNUAL REPORT 2020-01-27
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-23
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-10
ANNUAL REPORT 2015-04-09

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
09-3188-7359 National Endowment for the Arts 45.024 - PROMOTION OF THE ARTS_GRANTS TO ORGANIZATIONS AND INDIVIDUALS 2009-08-01 2010-07-31 TO SUPPORT THE PRESERVATION OF JOBS THAT ARE THREATENED BY DECLINES IN PHILANTHROPIC AND OTHER SUPPORT DURING THE CURRENT ECONOMIC DOWNTURN.
Recipient JACKSONVILLE SYMPHONY ASSOCIATION, INC
Recipient Name Raw JACKSONVILLE SYMPHONY ASSOCIATION
Recipient UEI S3KDBDWPLPK9
Recipient DUNS 093603181
Recipient Address 300 WEST WATER STREET, SUITE 200, JACKSONVILLE, DUVAL, FLORIDA, 32202-4443
Obligated Amount 50000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-6002520 Association Unconditional Exemption 300 WATER ST STE 200, JACKSONVILLE, FL, 32202-4443 1951-04
In Care of Name % THOMAS FLAHERTY
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 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 31734430
Income Amount 33072847
Form 990 Revenue Amount 28820293
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 JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 201806
Filing Type P
Return Type 990T
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
Tax Period 201606
Filing Type P
Return Type 990T
File View File
Organization Name JACKSONVILLE SYMPHONY ASSOCIATION INC
EIN 59-6002520
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
4996707109 2020-04-13 0491 PPP 300 WATER ST, JACKSONVILLE, FL, 32202-4414
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1468600
Loan Approval Amount (current) 1468560
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSONVILLE, DUVAL, FL, 32202-4414
Project Congressional District FL-04
Number of Employees 352
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1477452.95
Forgiveness Paid Date 2020-11-25

Date of last update: 02 May 2025

Sources: Florida Department of State