ROCHESTER PHILHARMONIC ORCHESTRA INC.

Business Information

URL	http://www.rpo.org
Congressional District	25
State/Country of Incorporation	NY, USA
Activation Date	2023-08-17
Initial Registration Date	2005-07-07
Entity Start Date	1930-03-07
Fiscal Year End Close Date	Jun 30

Points of Contacts

Electronic Business
Title	PRIMARY POC
Name	BRANDI SHEPPARD
Address	255 EAST AVE, SUITE LL02, ROCHESTER, NY, 14604, USA

Government Business
Title	PRIMARY POC
Name	BRYCE DAVIS
Role	DIRECTOR OF INSTITUTIONAL PARTNERSHIPS
Address	255 EAST AVE, SUITE LL02, ROCHESTER, NY, 14604, USA

Past Performance	Information not Available

Contact Information

POC	ROB DERMODY
Phone	+1 585-454-7311
Address	255 EAST AVE STE LL02, ROCHESTER, NY, 14604 2625, UNITED STATES

Ownership of Offeror Information

Highest Level Owner	Information not Available

Immediate Level Owner	Information not Available

List of Offerors (0)	Information not Available

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1989-07-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2017-08-29
Name of individual signing	IRENE SHAFFER
Role	Employer/plan sponsor
Date	2017-08-29
Name of individual signing	IRENE SHAFFER

File	View Page
Three-digit plan number (PN)	005
Effective date of plan	2000-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2017-07-17
Name of individual signing	IRENE SHAFFER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1989-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2017-08-29
Name of individual signing	IRENE SHAFFER
Role	Employer/plan sponsor
Date	2017-08-29
Name of individual signing	IRENE SHAFFER

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1989-07-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2016-07-18
Name of individual signing	RONALD STEINMILLER
Role	Employer/plan sponsor
Date	2016-07-18
Name of individual signing	RONALD STEINMILLER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1989-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2016-07-18
Name of individual signing	RONALS STEINMILLER
Role	Employer/plan sponsor
Date	2016-07-18
Name of individual signing	RONALS STEINMILLER

File	View Page
Three-digit plan number (PN)	005
Effective date of plan	2000-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVENUE, ROCHESTER, NY, 146042577

Plan administrator’s name and address

Administrator’s EIN	160765613
Plan administrator’s name	ROCHESTER PHILHARMONIC ORCHESTRA
Plan administrator’s address	108 EAST AVENUE, ROCHESTER, NY, 146042577
Administrator’s telephone number	5854547311

File	View Page
Three-digit plan number (PN)	005
Effective date of plan	2000-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVENUE, ROCHESTER, NY, 14604

Plan administrator’s name and address

Administrator’s EIN	160765613
Plan administrator’s name	ROCHESTER PHILHARMONIC ORCHESTRA
Plan administrator’s address	108 EAST AVENUE, ROCHESTER, NY, 14604
Administrator’s telephone number	5854547311

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1989-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2015-04-07
Name of individual signing	RONALD STEINMILLER
Role	Employer/plan sponsor
Date	2015-04-07
Name of individual signing	RONALD STEINMILLER

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1989-07-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2015-04-07
Name of individual signing	RONALD STEINMILLER
Role	Employer/plan sponsor
Date	2015-04-07
Name of individual signing	RONALD STEINMILLER

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1989-01-01
Business code	711100
Sponsor’s telephone number	5854547311
Plan sponsor’s address	108 EAST AVE, ROCHESTER, NY, 146042570

Signature of

Role	Plan administrator
Date	2014-04-02
Name of individual signing	RONALD STEINMILLER
Role	Employer/plan sponsor
Date	2014-04-02
Name of individual signing	RONALD STEINMILLER

Register	Principal
Mark Type	Service Mark
Status	Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Status Date	1985-12-30

Mark Information

Mark Literal Elements	TINY TOTS
Standard Character Claim	Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type	1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services

For	EDUCATIONAL AND ENTERTAINMENT SERVICES, NAMELY, PROVIDING MUSICAL PERFORMANCES FOR CHILDREN
International Class(es)	041 - Primary Class
U.S Class(es)	107
Class Status	ABANDONED
First Use	May 1980
Use in Commerce	May 1980

Basis Information (Case Level)

Filed Use	Yes
Currently Use	Yes
Filed ITU	No
Currently ITU	No
Filed 44D	No
Currently 44D	No
Filed 44E	No
Currently 44E	No
Filed 66A	No
Currently 66A	No
Filed No Basis	No
Currently No Basis	No

Current Owner(s) Information

Owner Name	ROCHESTER PHILHARMONIC ORCHESTRA, INC.
Owner Address	108 EAST AVENUE ROCHESTER, NEW YORK UNITED STATES 14604
Legal Entity Type	CORPORATION
State or Country Where Organized	NEW YORK

Attorney/Correspondence Information

Attorney Name	MARTIN LUKACHER
Correspondent Name/Address	MARTIN LUKACHER, LINCOLN FIRST TWR, ROCHESTER, NEW YORK UNITED STATES 14604

Prosecution History

Date	Description
1985-12-30	ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
1985-05-03	FINAL REFUSAL MAILED
1985-01-31	CORRESPONDENCE RECEIVED IN LAW OFFICE
1985-01-18	NON-FINAL ACTION MAILED
1984-12-27	ASSIGNED TO EXAMINER

TM Staff and Location Information

Law Office Assigned	data usage
Current Location	FILE REPOSITORY (FRANCONIA)
Date in Location	1986-01-07

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 normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
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	23318627
Income Amount	15635163
Form 990 Revenue Amount	15587754
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	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	202206
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	202106
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	202006
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	201906
Filing Type	P
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	201808
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	201708
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	201608
Filing Type	E
Return Type	990
File	View File
Organization Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
EIN	16-0765613
Tax Period	201608
Filing Type	P
Return Type	990
File	View File

Loan Status Date	2021-02-06
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	1203000
Loan Approval Amount (current)	1203000
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	46391
Servicing Lender Name	Manufacturers and Traders Trust Company
Servicing Lender Address	One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator	U
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Rochester, MONROE, NY, 14604-0001
Project Congressional District	NY-25
Number of Employees	121
NAICS code	711130
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	46391
Originating Lender Name	Manufacturers and Traders Trust Company
Originating Lender Address	BUFFALO, NY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	1211865.95
Forgiveness Paid Date	2021-01-19

Loan Status Date	2022-05-07
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	1351617
Loan Approval Amount (current)	1351617
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	46391
Servicing Lender Name	Manufacturers and Traders Trust Company
Servicing Lender Address	One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator	U
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Rochester, MONROE, NY, 14604-2625
Project Congressional District	NY-25
Number of Employees	287
NAICS code	711130
Borrower Race	Unanswered
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Non-Profit Organization
Originating Lender ID	46391
Originating Lender Name	Manufacturers and Traders Trust Company
Originating Lender Address	BUFFALO, NY
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	1366095.97
Forgiveness Paid Date	2022-04-14

Legal Name	ROCHESTER PHILHARMONIC ORCHESTRA INC
DBA Name	-
Physical Address	108 EAST AVENUE, ROCHESTER, NY, 14604, US
Mailing Address	108 EAST AVENUE, ROCHESTER, NY, 14604, US
Phone	(585) 454-7311
Fax	(585) 325-4905
E-mail	-

Safety Measurement System - All Transportation

Total Number of Inspections for the measurement period (24 months)	0
Driver Fitness BASIC Serious Violation Indicator	No
Vehicle Maintenance BASIC Acute/Critical Indicator	No
Unsafe Driving BASIC Acute/Critical Indicator	No
Driver Fitness BASIC Roadside Performance measure value	0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value	0
Total Number of Driver Inspections for the measurment period	0
Vehicle Maintenance BASIC Roadside Performance measure value	0
Total Number of Vehicle Inspections for the measurement period	0
Controlled Substances and Alcohol BASIC Roadside Performance measure value	0
Unsafe Driving BASIC Roadside Performance Measure Value	0
Number of inspections with at least one Driver Fitness BASIC violation	0
Number of inspections with at least one Hours-of-Service BASIC violation	0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation	0
Number of inspections with at least one Vehicle Maintenance BASIC violation	0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation	0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation	0
Number of inspections with at least one Unsafe Driving BASIC violation	0