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Nonprofiteer
← STIEFEL THEATRE FOUNDATION ENDOWMENT FUND

Form 990 for tax year 2023

Filed by STIEFEL THEATRE FOUNDATION ENDOWMENT FUND.

Totals

Total revenue
$44,905
Total expenses
$61,548
Contributions and grants received
$8,543
Grants paid
$5,474
Program service revenue
$0
Investment income
$36,362
Other revenue
$0
Total assets, end of year
$7,084,878
Total liabilities, end of year
$2,900,978
Net assets or fund balances, end of year
$4,183,900
Program services expenses (Part IX)
$5,474
Management and general expenses
$0
Fundraising expenses
$56,074
Program service expenses (Part III)
$5,474

Program services were 8.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $8,543

  • 3 · Investment income

    total $47,797 · excluded $47,797

  • 7a · Gross sales of assets other than inventory

    securities $336,746

  • 7b · Less cost or other basis and sales expenses

    securities $348,181

  • 7c · Gain or loss

    securities -$11,435

  • 7d · Net gain or loss

    total -$11,435 · related or exempt -$11,435

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,474 · program services $5,474

  • 20 · Interest

    total $56,074 · fundraising $56,074

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $5,708,237 · end of year $7,084,878

  • 23 · Secured mortgages and notes payable

    beginning of year $314,667 · end of year $1,001,971

  • 25 · Other liabilities

    beginning of year $1,787,935 · end of year $1,899,007

  • 27 · Net assets without donor restrictions

    beginning of year $2,432,492 · end of year $3,002,214

  • 28 · Net assets with donor restrictions

    beginning of year $1,173,143 · end of year $1,181,686

Mission and programs · 2023

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO RAISE AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF THE STIEFEL THEATRE OF THE PERFORMING ARTS FOUNDATION AND TO ADMINISTER ENDOWMENT FUNDS FOR SALINA SYMPHONY, INC.

  • RAISED AND INVESTED ENDOWMENT FUNDS FOR THE BENEFIT OF THE STIEFEL THEATRE FOR THE PERFORMING ARTS FOUNDATION AND ADMINISTERED ENDOWMENT FOR THE SALINA SYMPHONY, INC.

    Expenses $5,474 · Grants $5,474

As filed on the 2023 return.

Listed in Part VII

  • R MICHAEL BEATTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM MAES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MORRIS SODERBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
18 February 2025
IRS schema version
2023v6.0
Source object
202530519349300128

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