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← FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC

Form 990 for tax year 2023

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

Totals

Total revenue
$255,624
Total expenses
$165,693
Contributions and grants received
$74,978
Grants paid
$0
Program service revenue
$0
Investment income
$180,646
Other revenue
$0
Total assets, end of year
$3,197,272
Total liabilities, end of year
$5,119
Net assets or fund balances, end of year
$3,192,153
Program services expenses (Part IX)
$146,083
Management and general expenses
$16,556
Fundraising expenses
$3,054
Program service expenses (Part III)
$146,083

Program services were 88.2% 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

    $74,978

  • 3 · Investment income

    total $80,111 · excluded $80,111

  • 7a · Gross sales of assets other than inventory

    securities $2,796,154

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

    securities $2,695,619

  • 7c · Gain or loss

    securities $100,535

  • 7d · Net gain or loss

    total $100,535 · related or exempt $100,535

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,657 · management and general $1,657

  • 11f · Fees: investment management

    total $14,128 · management and general $14,128

  • 13 · Office expenses

    total $681 · management and general $681

  • 21 · Payments to affiliates

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

  • 24a · Other expenses: TICKETS FOR HIGH DONORS

    total $3,054 · fundraising $3,054

  • 24b · Other expenses: MISCELLANEOUS

    total $90 · management and general $90

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $103,446 · end of year $103,776

  • 11 · Investments: publicly traded securities

    beginning of year $2,831,955 · end of year $3,093,496

  • 25 · Other liabilities

    beginning of year $1,519 · end of year $5,119

  • 27 · Net assets without donor restrictions

    beginning of year $2,783,882 · end of year $3,042,153

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

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 2023 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

  • Michael Dawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marion Skubi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Perry C Andrews III

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Teresa M Pierce

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Emma Scherer

    EXECUTIVE DI

    Total calculated
    $97,702
    From this org
    $0
    From related orgs
    $89,461
    Other
    $8,241
    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
2023
Filed
25 February 2025
IRS schema version
2023v6.0
Source object
202540589349300714

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