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Nonprofiteer
← BALLET AUSTIN FOUNDATION

Form 990 for tax year 2023

Filed by BALLET AUSTIN FOUNDATION.

Totals

Total revenue
$444,850
Total expenses
$403,366
Contributions and grants received
$165,249
Grants paid
$357,785
Program service revenue
$0
Investment income
$279,601
Other revenue
$0
Total assets, end of year
$11,083,235
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$11,083,235
Program services expenses (Part IX)
$357,785
Management and general expenses
$45,581
Fundraising expenses
$0
Program service expenses (Part III)
$357,785

Program services were 88.7% 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.

  • 1d · Related organizations

    $25,500

  • 1f · All other contributions, gifts and grants

    $139,749

  • 3 · Investment income

    total $295,600 · excluded $295,600

  • 7a · Gross sales of assets other than inventory

    securities $1,738,073

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

    securities $1,754,072

  • 7c · Gain or loss

    securities -$15,999

  • 7d · Net gain or loss

    total -$15,999 · excluded -$15,999

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $357,785 · program services $357,785

  • 11f · Fees: investment management

    total $45,581 · management and general $45,581

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $10,125,399 · end of year $11,083,235

  • 27 · Net assets without donor restrictions

    beginning of year $519,993 · end of year $607,679

  • 28 · Net assets with donor restrictions

    beginning of year $9,605,406 · end of year $10,475,556

Mission and programs · 2023

Mission

THE FOUNDATION WAS ESTABLISHED IN 1998 TO ENCOURAGE PUBLIC SUPPORT OF BALLET AUSTIN AND TO RECEIVE, MANAGE AND INVEST CONTRIBUTIONS FOR THE EXCLUSIVE BENEFIT OF BALLET AUSTIN.

Activities or mission (Part I)

TO ENCOURAGE PUBLIC SUPPORT FOR THE BENEFIT OF BALLET AUSTIN.

  • PROVIDE SUPPORT TO BALLET AUSTIN.

    Expenses $357,785 · Grants $357,785

As filed on the 2023 return.

Listed in Part VII

  • CATHY THOMPSON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SLY MAJID

    EX-OFFICIO BA PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TOM WELCH

    EX-OFFICIO BA TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • EMILY MORELAND

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SARAH BUTLER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • EDIE ROGAT

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CLIFF ERNST

    LEGACY CIRCLE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JENNENE MASHBURN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • DIANE LAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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
25 February 2025
IRS schema version
2023v6.0
Source object
202510979349300526

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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