2026-02-10T18:14:17-06:00 2025-10-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-11-01 850395451 SANTA FE CHAMBER MUSIC FESTIVAL ENDOWMENT FOUNDATION SANT 5059832075 PO BOX 2227 SANTA FE NM 875042227 ROBERT CLARKE TREASURER 5059832075 2026-02-10 1 0 STEVEN TALBOT P01695427 5058787200 2026-02-10 2024 2025-03-06 01:10:19Z PAUL L KING PO BOX 2227 SANTA FE NM 875042227 14380601 0 X N/A X 1991 NM ORGANIZATION SUPPORTING THE SANTA FE CHAMBER MUSIC FESTIVAL LTD. 9 9 0 9 0 0 211733 816800 0 0 498203 3830714 0 0 709936 4647514 699000 838206 0 0 0 0 0 0 4756 92982 87643 791982 925849 -82046 3721665 14033266 15988263 263271 290693 13769995 15697570 TO SUPPORT THE SANTA FE CHAMBER MUSIC FESTIVAL, LTD. 0 0 838206 838206 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. 838206 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 0 0 0 0 0 0 0 0 0 1 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 9 9 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 PAUL L 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 BRETT BACHMAN TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL HINDUS TRUSTEE 1.00 1.00 X 0 0 0 KENNETH R MARVEL TRUSTEE 1.00 1.00 X 0 0 0 HERMAN SIEGELAAR SECRETARY 1.00 1.00 X X 0 0 0 NAT SLOANE TRUSTEE 1.00 1.00 X 0 0 0 MIKE CANNON TRUSTEE 1.00 X 0 0 0 JAMES GRIFFITH CEO (THROUGH 10/31/25) 1.00 40.00 X 0 66786 0 0 66786 0 0 0 0 0 0 816800 436800 816800 378450 378450 13185351 9733087 3452264 3452264 3452264 4647514 0 0 3830714 838206 838206 9882 9882 13612 13612 59296 59296 FUNDRAISING EXPENSES 4756 4756 97 97 925849 838206 82887 4756 15293 1102436 100000 12517586 13320177 1217131 1166539 283256 299111 14033266 15988263 263271 290693 263271 290693 X 13386739 14711659 383256 985911 13769995 15697570 14033266 15988263 3721665 -1794090 0 X X 0 1 X 1 0 X X 1 SANTA FE CHAMBER MUSIC FESTIVAL LTD 850224461 10 1 838206 0 1 838206 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 1143723 F AXCELUS FINANCIAL: HARVEST MLP INCOME FUND III LLC 22816 F 1166539 DUE TO SANTA FE CHAMBER MUSIC FESTIVAL 290693 290693 X PART X, LINE 2: THE FESTIVAL AND THE 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 THE 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 THE 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) 838206 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. X 2600 436800 MARKET QUOTES 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B BECAUSE OF THE IMPORTANCE OF CONFIDENTIALITY EXPRESSED BY MANY OF OUR DONORS, THE AUDIT COMMITTEE REVIEWS A REDACTED VERSION OF THE TAX RETURN. ONCE APPROVED BY THE AUDIT COMMITTEE THE REDACTED VERSION IS PRESENTED TO THE FULL BOARD. THE UNREDACTED FORM 990 IS AVAILABLE TO ANY MEMBERS UPON REQUEST TO THE EXECUTIVE DIRECTOR. 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