Nonprofit · EIN 85-0478786
FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC
Tax-exempt · SANTA FE, NM 87501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $210,081 | $202,500 | $7,581 | $3,358,411 | $97 | $3,358,314 |
| June 30, 2024 | 990 | $255,624 | $165,693 | $89,931 | $3,197,272 | $5,119 | $3,192,153 |
| June 30, 2023 | 990 | $28,972 | $173,602 | -$144,630 | $2,935,401 | $1,519 | $2,933,882 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,250
- Program service revenue
- $0
- Investment income
- $208,831
- Net gain from sales of assets
- $121,125
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,570
- Program services (functional)
- $189,646
- Management and general (functional)
- $2,570
- Fundraising (functional)
- $10,284
Balance sheet and other
- Total assets, start of year
- $3,197,272
- Total assets, end of year
- $3,358,411
- Total liabilities, end of year
- $97
- Net assets, end of year
- $3,358,314
- Publicly traded securities
- $3,358,411
- Net assets without donor restrictions
- $3,208,314
- Net assets with donor restrictions
- $150,000
- Gross receipts
- $210,081
- Employees
- 0
- Year formed
- 2000
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Trustee or director, Officer | 1 | $0 | $103,493 | $1,108 |
| ROBIN SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EILEEN MANDEL | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANN ACEVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PERRY C ANDREWS III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BOB MACKENZIE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PENELOPE PENLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARION SKUBI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERESA PIERCE | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| DAVID VAN WINKLE | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Trustee or director, Officer | 1 | $0 | $89,461 | $8,241 |
| ROBIN SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EILEEN MANDEL | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANN NEUBERGER ACEVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARION SKUBI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PERRY C ANDREWS III | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| TERESA M PIERCE | EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Trustee or director, Officer | 1 | $0 | $83,766 | $7,836 |
| ROBIN SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EILEEN MANDEL | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANN NEUBERGER ACEVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PERRY C ANDREWS III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL DAWSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR PENELOPE PENLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERESA M PIERCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARION SKUBI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 GRIFFIN ST, SANTA FE, NM 87501-1822
- In care of
- % GREG W HELTMAN
- Principal officer (990 for 2024)
- ROBIN SMITH, 301 GRIFFIN STREET, SANTA FE, NM 87501
- Signed the 990
- EMMA SCHERER, EXECUTIVE DIRECTOR
- Phone
- (505) 983-3530
- Website
- WWW.SANTAFESYMPHONY.ORG
- Return prepared by
- HINKLE LANDERS PC
Mission
TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
Program accomplishments
- TO GENERATE REVENUE IN ORDER TO MAKE ANNUAL CONTRIBUTIONS TO OUR SUPPORTED ORGANIZATIONExpenses $189,646
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0478786
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,358,411
- Income (IRS master file)
- $210,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $210,081 | $202,500 | $3,358,411 | IRS |
| 990 | June 2024 | $255,624 | $165,693 | $3,197,272 | XML |
| 990 | June 2023 | $28,972 | $173,602 | $2,935,401 | XML |
| 990 | June 2022 | $650,667 | $175,781 | $2,822,575 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0478786).
Questions about FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC
- What is the EIN of FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC?
- The employer identification number (EIN) of FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC is 85-0478786.
- Is FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Which annual return does FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC?
- The 990 for the year ended June 30, 2025 names ROBIN SMITH.
- Who are the officers and directors of FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA AND CHORUS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $210,081, expenses of $202,500 and total assets of $3,358,411 at year end.
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