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← THE ANCHORAGE SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION

Form 990 for tax year 2022

Filed by THE ANCHORAGE SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION.

Totals

Total revenue
$86,564
Total expenses
$112,847
Contributions and grants received
$5,000
Grants paid
$91,525
Program service revenue
$0
Investment income
$81,564
Other revenue
$0
Total assets, end of year
$1,895,618
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,895,618
Program services expenses (Part IX)
$91,525
Management and general expenses
$21,322
Fundraising expenses
$0
Program service expenses (Part III)
$91,525

Program services were 81.1% 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

    $5,000

  • 3 · Investment income

    total $81,564 · excluded $81,564

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $91,525 · program services $91,525

  • 11f · Fees: investment management

    total $21,037 · management and general $21,037

  • 11g · Fees: other

    total $285 · management and general $285

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $37,411 · end of year $38,844

  • 11 · Investments: publicly traded securities

    beginning of year $1,751,988 · end of year $1,856,774

  • 28 · Net assets with donor restrictions

    beginning of year $1,789,399 · end of year $1,895,618

Mission and programs · 2022

Mission

THE ENDOWMENT FOUNDATION'S SOLE AND EXCLUSIVE PURPOSE IS TO SECURE, HOLD AND INVEST ASSETS, THE INCOME FROM WHICH CAN BE PAID ONLY TO THE ANCHORAGE SYMPHONY ORCHESTRA.

  • THE ENDOWMENT FOUNDATION'S SOLE AND EXCLUSIVE PURPOSE IS TO SECURE, HOLD AND INVEST ASSETS, THE INCOME FROM WHICH CAN BE PAID ONLY TO THE ANCHORAGE SYMPHONY ORCHESTRA.

    Expenses $91,525 · Grants $91,525

As filed on the 2022 return.

Listed in Part VII

  • Adelheid Micky Becker

    TRUSTEE

    Total calculated
    $0

  • Brian Hoefler

    VICE CHAIR

    Total calculated
    $0

  • Denis Leblanc

    TRUSTEE

    Total calculated
    $0

  • Jeffrey S Leonard

    CHAIR

    Total calculated
    $0

  • Aron S Wolf MD

    TREASURER

    Total calculated
    $0

  • Patricia Meinhardt

    SECRETARY

    Total calculated
    $0

  • Doug Shaffer

    TRUSTEE

    Total calculated
    $0

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421369349314077

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