2025-02-26T15:49:05-06:00 2024-10-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-11-01 850395451 SANTA FE CHAMBER MUSIC FESTIVAL ENDOWMENT FOUNDATION SANT 5059832075 PO BOX 2227 SANTA FE NM 875042227 ROBERT L CLARKE TREASURER 5059832075 2025-02-26 1 0 STEVEN TALBOT P01695427 5058787200 2025-02-26 2023 2025-03-06 01:10:19Z PAUL L KING PO BOX 2227 SANTA FE NM 875042227 865021 0 X N/A X 1991 NM ORGANIZATION SUPPORTING THE SANTA FE CHAMBER MUSIC FESTIVAL LTD. 12 12 0 12 0 0 177452 211733 0 0 300205 498203 0 0 477657 709936 573630 699000 0 0 0 0 0 0 0 96216 92982 669846 791982 -192189 -82046 12368160 13988363 234511 241132 12133649 13747231 TO SUPPORT THE SANTA FE CHAMBER MUSIC FESTIVAL, LTD. 0 0 699000 699000 THE PURPOSE OF THE FOUNDATION IS TO INVEST FUNDS AND PROPERTY, CONSTITUTING AN ENDOWMENT FUND, THE PRINCIPAL AND INCOME OF WHICH SHALL BE USED SOLELY AND EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF THE FESTIVAL. 699000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 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 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NM X X JANE BAGWELL 5059832075 208 GRIFFIN STREET SANTA FE NM 87501 PETER FRANK PRESIDENT (THROUGH 8/24) 1.00 1.00 X X 0 0 0 PAUL KING PRESIDENT 1.00 1.00 X X 0 0 0 MICHAEL EVERETT VICE PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT CLARKE TREASURER 1.00 1.00 X X 0 0 0 ALBERT KIDD SECRETARY 1.00 X X 0 0 0 BENJAMIN ALLISON TRUSTEE 1.00 1.00 X 0 0 0 BRETT BACHMAN TRUSTEE 1.00 1.00 X 0 0 0 DOUGLAS BROWN TRUSTEE 1.00 1.00 X 0 0 0 RICHARD CRONIN TRUSTEE 1.00 X 0 0 0 MICHAEL HINDUS TRUSTEE 1.00 1.00 X 0 0 0 KENNETH MARVEL TRUSTEE 1.00 1.00 X 0 0 0 HERMAN SIEGELAAR TRUSTEE 1.00 1.00 X 0 0 0 NAT SLOANE TRUSTEE 1.00 1.00 X 0 0 0 DAVID KITTO CEO (10/30/23-5/23/24) 1.00 40.00 X 0 41615 0 JAMES GRIFFITH CEO (STARTING 10/1/24) 0.00 X 0 0 0 STEVE OVITSKY CEO (THROUGH 8/31/23) 1.00 40.00 X 0 328851 10766 0 370466 10766 0 1 1 0 0 211733 211733 444753 444753 208535 155085 53450 53450 53450 709936 0 0 498203 699000 699000 16432 16432 67037 67037 502 502 DONOR RELATIONS 9011 9011 791982 699000 92982 0 11703 15293 69579 0 9776687 12517586 2271838 1217131 238353 238353 12368160 13988363 234511 241132 234511 241132 X 11895296 13508878 238353 238353 12133649 13747231 12368160 13988363 -82046 1695628 0 X X 0 1 X 1 0 X X 1 SANTA FE CHAMBER MUSIC FESTIVAL LTD 850224461 10 1 699000 0 1 699000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ASB ALLEGIANCE REAL ESTATE FUND LP 1217131 F 1217131 DUE TO SANTA FE CHAMBER MUSIC FESTIVAL 241132 241132 X PART X, LINE 2: THE FESTIVAL AND FOUNDATION ARE NONPROFIT CHARITABLE ORGANIZATIONS AND HAVE BEEN RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FESTIVAL AND FOUNDATION HAVE ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED THEIR TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FESTIVAL AND FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSES, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. 1 SANTA FE CHAMBER MUSIC FESTIVAL LTD PO BOX 2227 SANTA FE NM 875042227 850224461 501(C)(3) 699000 0 TO FURTHER THE ADVANCEMENT OF THE ART OF MUSIC. 1 0 PART I, LINE 2: THESE GRANT FUNDS ARE FOR THE BENEFIT OF THE ORGANIZATION'S RELATED TAX-EXEMPT ENTITY. AS A RESULT, THE ORGANIZATION IS ABLE TO MONITOR THE USE OF THESE GRANT FUNDS BY REVIEWING THE RELATED TAX-EXEMPT ENTITY'S ACCOUNTING RECORDS. 0 0 0 0 0 0 0 0 0 STEVE OVITSKY CEO (THROUGH 8/31/23) 0 328851 0 0 0 0 0 10766 0 0 0 339617 0 0 PART I, LINE 3 - RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION THE INDIVIDUALS LISTED IN SCHEDULE J ARE COMPENSATED BY THE SANTA FE CHAMBER MUSIC FESTIVAL, A RELATED TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION CHECKS THE FOLLOWING BOXES ON SCHEDULE J, PART I, LINE 3: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B BECAUSE OF THE IMPORTANCE OF CONFIDENTIALITY EXPRESSED BY MANY OF OUR DONORS, FIRST THE AUDIT COMMITTEE AND THEN THE FULL BOARD REVIEW THE FORM 990 WITH THE NAMES OF DONORS AND DONATION AMOUNTS REDACTED BUT WITH THE ASSURANCE THAT THE INFORMATION IS AVAILABLE TO ANY MEMBERS OF EITHER BODY FROM THE EXECUTIVE DIRECTOR OF THE FESTIVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY STATED IN BOTH THE BY-LAWS AND EMPLOYEE HANDBOOK. EACH YEAR, ALL STAFF AND MEMBERS OF THE BOARD OF TRUSTEES AND ADVISORY COUNCIL ARE GIVEN A CONFLICT OF INTEREST FORM TO FILL OUT AND RETURN. IF ANY POTENTIAL CONFLICTS ARE IDENTIFIED, THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS CONCERNING THE AUDIT OF ITS FINANCIAL STATEMENTS OR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. SANTA FE CHAMBER MUSIC FESTIVAL LTD PO BOX 2227 SANTA FE NM 875042227 850224461 THE ADVANCEMENT OF THE ART OF MUSIC NM 501(C)(3) LINE 10 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0