2024-07-10T16:09:34-05:00 2023-08-31 841509269 MCMAHAN AND ASSOCIATES LLC PO BOX 5850 AVON CO 81620 990 2022-09-01 821009713 ASPEN SANTA FE BALLET ENDOWMENT INC ASPE 9709257175 0245 SAGE WAY ASPEN CO 81611 JEAN-PHILIPPE MALATY EXECUTIVE DIRECTOR 9709257175 2024-07-10 1 JEAN-PHILIPPE MALATY 999009999 1 MATTHEW D MILLER CPA P02066086 9708458800 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEIGH MOIOLA 0245 SAGE WAY ASPEN CO 81611 332483 0 X N/A X 2017 NM THE ORGANIZATION'S PURPOSE IS TO HOLD AND MANAGE ENDOWMENT FUNDS FOR ASPEN SANTA FE BALLET, INC. IT SEEKS TO PROVIDE ASPEN SANTA FE BALLET, INC. WITH A RELIABLE SOURCE OF SUPPORT WHILE ROTECTING ITS INVESTMENTS AGAINST INFLATION AND WIDE SWINGS IN THE CAPITAL MARKETS. 6 5 0 0 0 0 0 0 0 0 135837 332483 0 0 135837 332483 0 0 0 0 0 0 0 0 0 139288 95256 139288 95256 -3451 237227 12824948 13089795 17255 17255 12807693 13072540 THE FOUNDATION PROVIDES SUPPORT FOR A VARIETY OF ASPEN SANTA FE BALLET NEEDS, INCLUDING THE CREATION OF NEW WORKS, TOURING, INSTRUCTION AND FINANCIAL AID. 0 0 TO SUPPORT ASPEN SANTA FE BALLET. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NM CO X THE ORGANIZATION 9709257175 0245 SAGE WAY ASPEN CO 81611 JEAN-PHILIPPE MALATY EXECUTIVE DIRECTOR 1.00 40.00 X X 0 202394 0 KELLEY PURNELL DIRECTOR 1.00 X 0 0 0 MICHAEL HAUGER DIRECTOR 1.00 X 0 0 0 LEIGH MOIOLA PRESIDENT 1.00 X X 0 0 0 A CHARLES FORTE SECRETARY 1.00 X X 0 0 0 DENISE JURGENS TREASURER 1.00 X X 0 0 0 0 202394 0 0 0 1 0 0 332483 332483 332483 0 0 332483 92955 92955 2301 2301 95256 0 95256 0 710822 354259 10935 12100890 12735536 2301 12824948 13089795 17255 17255 17255 17255 X 6723430 6988277 6084263 6084263 12807693 13072540 12824948 13089795 X 237227 530620 -503000 X 0 1 X 1 0 X X 1 ASPEN SANTA FE BALLET 841150857 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 DUE TO ASPEN SANTA FE BALLET 17255 17255 770148 530620 530620 239528 92955 92955 332483 505301 503000 503000 2301 92955 92955 95256 PART XII, LINE 2D - OTHER ADJUSTMENTS: TRANSFERS TO ASPEN SANTA FE BALLET 503,000. 1 PART I, LINE 2: GRANTS ARE ONLY PROVIDED TO ASPEN SANTA FE BALLET; THE AMOUNT IS DETERMINED BY THE BOARD OF ASPEN SANTA FE BALLET, INC. 0 0 0 0 0 0 0 0 0 JEAN-PHILIPPE MALATY EXECUTIVE DIRECTOR 0 202394 0 0 0 0 0 0 0 0 0 202394 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS, BOARD MEMBERS MUST COMPLETE AN ACKNOWLEDGEMENT OF THE FORM. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE INCLUDED IN THE 990. FORM 990, PART XI, LINE 9: TRANSFERS TO ASPEN SANTA FE BALLET -503,000. ASPEN SANTA FE BALLET 0245 SAGE WAY ASPEN CO 81611 841150857 PROVIDE PERFORMANCE, EDUCATION, AND OUTREACH IN THE ART OF DANCE CO 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASPEN SANTA FE BALLET C VALUE OF INVESTMENT PORTFOLIO