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← FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC

Form 990 for tax year 2022

Filed by FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC.

Totals

Total revenue
$28,972
Total expenses
$173,602
Contributions and grants received
$33,600
Grants paid
$0
Program service revenue
$0
Investment income
-$4,628
Other revenue
$0
Total assets, end of year
$2,935,401
Total liabilities, end of year
$1,519
Net assets or fund balances, end of year
$2,933,882
Program services expenses (Part IX)
$146,083
Management and general expenses
$17,893
Fundraising expenses
$9,626
Program service expenses (Part III)
$146,083

Program services were 84.1% 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

    $33,600

  • 3 · Investment income

    total $63,770 · excluded $63,770

  • 7a · Gross sales of assets other than inventory

    securities $774,699

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

    securities $843,097

  • 7c · Gain or loss

    securities -$68,398

  • 7d · Net gain or loss

    total -$68,398 · related or exempt -$68,398

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $6,164 · management and general $6,164

  • 11f · Fees: investment management

    total $11,729 · management and general $11,729

  • 21 · Payments to affiliates

    total $146,083 · program services $146,083

  • 24a · Other expenses: TICKETS FOR HIGH DONORS

    total $9,626 · fundraising $9,626

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $117,604 · end of year $103,446

  • 4 · Accounts receivable

    beginning of year $14,694

  • 11 · Investments: publicly traded securities

    beginning of year $2,686,242 · end of year $2,831,955

  • 15 · Other assets

    beginning of year $4,035

  • 25 · Other liabilities

    beginning of year $4,665 · end of year $1,519

  • 27 · Net assets without donor restrictions

    beginning of year $2,667,910 · end of year $2,783,882

  • 28 · Net assets with donor restrictions

    beginning of year $150,000 · end of year $150,000

Mission and programs · 2022

Mission

TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.

  • TO GENERATE REVENUE IN ORDER TO MAKE ANNUAL CONTRIBUTIONS TO OUR SUPPORTED ORGANIZATION.

    Expenses $146,083

As filed on the 2022 return.

Listed in Part VII

  • Robin Smith

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Eileen Mandel

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    2

  • Ann Neuberger Aceves

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Perry C Andrews III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Dawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Penelope Penland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teresa M Pierce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marion Skubi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emma Scherer

    EXECUTIVE DI

    Total calculated
    $91,602
    From this org
    $0
    From related orgs
    $83,766
    Other
    $7,836
    Hours/week
    1 + 40 related

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

No itemized grants to organizations 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431369349312328

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