FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR
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Cite this
Plain text FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/florida-west-coast-symphony-inc-endowment-tr-326004523. Retrieved 2026-11-05.
APA furp.org. (n.d.). FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 5, 2026, from https://furp.org/org/florida-west-coast-symphony-inc-endowment-tr-326004523
MLA “FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TR.” furp.org, tax years 2009–2024, https://furp.org/org/florida-west-coast-symphony-inc-endowment-tr-326004523. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $2.4M · expenses $1.9M · assets $37.4M
- EIN
- 32-6004523
- Address
- 709 N TAMIAMI TRL, SARASOTA, FL 34236-4047
- Website
- www.sarasotaorchestra.org
- NTEE code
- A68 Music (Arts, Culture and Humanities) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (association)
- Ruling date
- January 2003 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To have, to hold and to manage an endowment fund for the benefit of the Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra, a 501(c)(3) organization.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Joseph McKenna | President and CEO - FWCS | 2012-2024 | $346,057 | $3,019,857 | 2 |
Officers and directors, no compensation reported
15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Rose-Anne Frano | Chair | 2020-2024 | 2 | $0 reported | 5 |
| Jack Buhsmer | Director | 2022-2024 | 2 | $0 reported | 2 |
| Lois Stulberg | Director | 2012-2024 | 2 | $0 reported | 3 |
| Peter Kretzmer | Director | 2022-2024 | 2 | $0 reported | 2 |
| Skip Sack | Director | 2010-2024 | 2 | $0 reported | 1 |
| Rick Lannamann (former) | DIRECTOR | 2016-2021 | 2 | $0 reported | 2 |
| Martin Rich (former) | DIRECTOR | 2018-2021 | 2 | $0 reported | 1 |
| Arnold Hoffman (former) | DIRECTOR | 2009-2020 | 2 | $0 reported | 2 |
| David Steves (former) | TRUSTEE | 2010-2016 | 1 | $0 reported | 2 |
| Arn Hoffman (former) | TRUSTEE | 2014-2016 | 1 | $0 reported | 1 |
| Marty Rich (former) | TRUSTEE | 2009-2015 | 1 | $0 reported | 1 |
| Beatrice Friedman (former) | TRUSTEE | 2009-2013 | 1 | $0 reported | 2 |
| Len Glasser (former) | TRUSTEE | 2010-2011 | 1 | $0 reported | 1 |
| Gerald Elden (former) | CHAIRMAN | 2009 | 1 | $0 reported | 2 |
| Mort Siegler (former) | TRUSTEE | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 6 people listed · 1 paid, $346K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joseph McKenna | President and CEO - FWCS | 2 | $0 | $281,144 | $64,913 | $346,057 | 2 |
| Rose-Anne Frano | Chair | 2 | $0 | $0 | $0 | $0 | 5 |
| Jack Buhsmer | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Lois Stulberg | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Peter Kretzmer | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Skip Sack | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 6 people listed · 1 paid, $307K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $259,544 | $47,057 | $306,601 | 2 |
| LOIS STULBERG | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK BUHSMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ROSE-ANNE FRANO | CHAIR | 2 | $0 | $0 | $0 | $0 | 5 |
| SKIP SACK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER KRETZMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2022 · 6 people listed · 1 paid, $299K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $256,214 | $42,869 | $299,083 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK BUHSMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ROSE-ANNE FRANO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
| SKIP SACK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER KRETZMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2021 · 6 people listed · 1 paid, $278K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $235,643 | $42,162 | $277,805 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARTIN RICH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROSE-ANNE FRANO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
2020 · 7 people listed · 1 paid, $243K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $215,053 | $27,561 | $242,614 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ARNOLD HOFFMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARTIN RICH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROSE-ANNE FRANO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 5 |
2019 · 6 people listed · 1 paid, $209K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $178,585 | $30,561 | $209,146 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ARNOLD HOFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MARTIN RICH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 6 people listed · 1 paid, $208K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $179,532 | $28,812 | $208,344 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ARNOLD HOFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MARTIN RICH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 5 people listed · 1 paid, $198K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 2 | $0 | $170,113 | $27,568 | $197,681 | 2 |
| LOIS STULBERG | CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ARNOLD HOFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 6 people listed · 1 paid, $198K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 1 | $0 | $184,307 | $13,630 | $197,937 | 2 |
| LOIS STULBERG | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| RICK LANNAMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ARN HOFFMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 6 people listed · 1 paid, $186K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 1 | $0 | $172,737 | $13,630 | $186,367 | 2 |
| LOIS STULBERG | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARN HOFFMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 6 people listed · 1 paid, $176K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO - FWCS | 1 | $0 | $162,811 | $13,630 | $176,441 | 2 |
| LOIS STULBERG | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARN HOFFMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2013 · 7 people listed · 1 paid, $181K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT/CEO FWCS | 1 | $0 | $156,166 | $24,578 | $180,744 | 2 |
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE FRIEDMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LOIS STULBERG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ARNOLD HOFFMAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2012 · 7 people listed · 1 paid, $191K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT/CEO FWCS | 1 | $0 | $171,497 | $19,540 | $191,037 | 2 |
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE FRIEDMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LOIS STULBERG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ARNOLD HOFFMAN | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE FRIEDMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LEN GLASSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARNOLD HOFFMAN | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE FRIEDMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKIP SACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID STEVES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LEN GLASSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARNOLD HOFFMAN | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
2009 · 5 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARTY RICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE FRIEDMAN | truSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ARNOLD HOFFMAN | truSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MORT SIEGLER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GERALD ELDEN | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| Baird Private Asset Management | Milwaukee, WI | Investment Management | $108,502 |
2023 · 1 contractor · $102K
| Name | Location | Service | Paid |
|---|---|---|---|
| BAIRD PRIVATE ASSET MANAGEMENT | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $101,584 |
2022 · 1 contractor · $101K
| Name | Location | Service | Paid |
|---|---|---|---|
| ROBERT W BAIRD & CO | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $100,796 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $1.8M
2023 · 1 grant to organizations · $1.6M
2022 · 1 grant to organizations · $1.3M
2021 · 1 grant to organizations · $1.6M
2020 · 1 grant to organizations · $1.1M
2019 · 1 grant to organizations · $1.4M
2018 · 1 grant to organizations · $1.3M
2017 · 1 grant to organizations · $1.2M
2016 · 1 grant to organizations · $1.3M
2015 · 1 grant to organizations · $1.2M
2014 · 1 grant to organizations · $1.2M
2013 · 1 grant to organizations · $1.1M
2012 · 1 grant to organizations · $907K
2011 · 1 grant to organizations · $0
Listed grants add up to $0; the return's “grants paid” expense line says $952,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 1 grant to organizations · $900K
2009 · 1 grant to organizations · $890K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $2,350,541 | $1,867,350 | $37,355,631 | $37,355,631 | $969,189 | $0 | $0 | 0 | 5 |
| 2023 · Form 990 | ||||||||
| $2,572,237 | $1,721,137 | $35,266,118 | $35,266,118 | $601,980 | $0 | $0 | 0 | 5 |
| 2022 · Form 990 | ||||||||
| $572,931 | $1,400,795 | $32,488,741 | $32,488,741 | $77,500 | $0 | $0 | 0 | 5 |
| 2021 · Form 990 | ||||||||
| $1,333,679 | $1,679,983 | $31,410,388 | $31,410,388 | $455,098 | $0 | $0 | 0 | 6 |
| 2020 · Form 990 | ||||||||
| $3,239,707 | $1,212,461 | $36,403,151 | $36,403,151 | $2,274,737 | $0 | $0 | 0 | 6 |
| 2019 · Form 990 | ||||||||
| $453,509 | $1,448,939 | $27,581,484 | $27,581,484 | $9,049 | $0 | $0 | 0 | 5 |
| 2018 · Form 990 | ||||||||
| $2,434,032 | $1,391,649 | $27,747,246 | $27,747,246 | $1,037,768 | $0 | $0 | 0 | 5 |
| 2017 · Form 990 | ||||||||
| $2,497,060 | $1,308,292 | $26,920,065 | $26,920,065 | $247,400 | $0 | $0 | 0 | 4 |
| 2016 · Form 990 | ||||||||
| $2,377,943 | $1,385,892 | $25,251,014 | $25,251,014 | $53,325 | $0 | $0 | 0 | 5 |
| 2015 · Form 990 | ||||||||
| $470,810 | $1,284,047 | $23,686,855 | $23,686,855 | $84,964 | $0 | $0 | 0 | 5 |
| 2014 · Form 990 | ||||||||
| $2,026,963 | $1,321,218 | $24,411,523 | $24,411,523 | $42,000 | $0 | $0 | 0 | 5 |
| 2013 · Form 990 | ||||||||
| $3,159,521 | $1,210,176 | $24,857,353 | $24,857,353 | $695,289 | $0 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $3,094,493 | $1,011,601 | $22,489,388 | $22,489,388 | $1,327,711 | $0 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| -$92,319 | $1,036,481 | $18,712,113 | $18,709,244 | $26,285 | $0 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $670,425 | $988,388 | $20,486,767 | $20,208,979 | $37,000 | $0 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $21,687 | $972,127 | $19,504,484 | $18,596,621 | $56,270 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- FLORIDA WEST COAST SYMPHONY INC Sarasota, FL · 5 people in common (Jack Buhsmer, Joseph McKenna, Lois Stulberg) · related organization (Schedule R)
- RINGLING COLLEGE OF ART AND DESIGN INC Sarasota, FL · 1 person in common (Lois Stulberg)
- GULF COAST COMMUNITY FOUNDATION INC Venice, FL · 1 person in common (Rose-Anne Frano)
- GULF COAST STRATEGIC INVESTMENTS INC Venice, FL · 1 person in common (Rose-Anne Frano)
- THE VENICE ENDOWMENT INC Venice, FL · 1 person in common (Rose-Anne Frano)
Funders of this organization
2 grantors reported grants to this organization, $17,000 in all, tax years 2014 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| JEWISH FOUNDATION OF GREENSBORO | DAF sponsor | Exact | 2023 | 1 | $10,000 | 2023 | $10,000 | show |
| SARASOTA CONVENTION AND VISITORS BUREAU | Public charity | Exact | 2014 | 1 | $7,000 | 2014 | $7,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I | FL | A68 | $1,787,435 | $1,669,275 | EXECUTIVE DIRECTOR | $113,872 | Same NTEE code A68, revenue within 2x, same state |
| FLORIDA SMOOTH JAZZ FOUNDATION INC | FL | A68 | $3,253,275 | $2,732,445 | PRESIDENT | $0 | Same NTEE code A68, revenue within 2x, same state |
| NU DECO ENSEMBLE INC | FL | A68 | $2,022,381 | $2,305,510 | CEO&CO-ARTIS | $114,863 | Same NTEE code A68, revenue within 2x, same state |
| CHAMBER MUSIC SOCIETY OF PALM BEACH INC | FL | A68 | $1,636,631 | $1,575,520 | DIRECTOR | $0 | Same NTEE code A68, revenue within 2x, same state |
| BACH FESTIVAL SOCIETY OF WINTER PARK | FL | A68 | $1,515,545 | $1,926,986 | EXECUTIVE DI | $113,615 | Same NTEE code A68, revenue within 2x, same state |
| LATIN GRAMMY CULTURAL FOUNDATION | FL | A68 | $3,737,214 | $3,389,961 | MEMBER OF THE BOARD (FROM 8/24) | $1,147,475 | Same NTEE code A68, revenue within 2x, same state |
| QUAD CITY SYMPHONY TR | IA | A68 | $1,941,578 | $798,160 | TRUSTEE | $0 | Same NTEE code A68, revenue within 2x |
| NEW WEST SYMPHONY ASSOCIATION | CA | A68 | $1,916,153 | $2,333,509 | CEO | $139,998 | Same NTEE code A68, revenue within 2x |
| MIDLAND ODESSA SYMPHONY AND CHORALE INC | TX | A68 | $1,178,082 | $1,404,924 | Executive Dir. | $109,280 | Same NTEE code A68, revenue within 2x |
| ROGUE VALLEY SYMPHONY ASSOCIATION | OR | A68 | $1,428,469 | $1,801,342 | EXECUTIVE DIRECTOR | $97,100 | Same NTEE code A68, revenue within 2x |
| AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC | NY | A68 | $2,154,443 | $2,490,258 | CHAIR | $0 | Same NTEE code A68, revenue within 2x |
| FRIENDS OF WEYMOUTH INC | NC | A68 | $1,497,402 | $1,147,228 | EXECUTIVE DI | $113,092 | Same NTEE code A68, revenue within 2x |
| MUSIC OF THE BAROQUE CONCERT SERIES INC | IL | A68 | $4,087,903 | $3,178,556 | EXECUTIVE DIRECTOR | $221,649 | Same NTEE code A68, revenue within 2x |
| GATEWAYS MUSIC FESTIVAL INC | NY | A68 | $1,375,303 | $1,921,359 | CHAIR | $0 | Same NTEE code A68, revenue within 2x |
| SATURDAY IN THE PARK INC | IA | A68 | $2,091,874 | $1,452,040 | PRES, DIR | $0 | Same NTEE code A68, revenue within 2x |
| BOSTON BAROQUE INC | MA | A68 | $2,069,814 | $2,242,322 | EXECUTIVE DI | $148,686 | Same NTEE code A68, revenue within 2x |
| CHICAGO SINFONIETTA INC | IL | A68 | $2,699,466 | $3,398,009 | President & Chief Executive Officer | $287,457 | Same NTEE code A68, revenue within 2x |
| JAZZ ST LOUIS | MO | A68 | $3,423,741 | $3,805,917 | BOARD CHAIR, GENERAL COUNS | $0 | Same NTEE code A68, revenue within 2x |
| ALLIANCE FOR MIDDLE EAST PEACE INC | DC | A68 | $3,073,176 | $2,969,647 | TREASURER | $232,956 | Same NTEE code A68, revenue within 2x |
| APPLE HILL CENTER FOR CHAMBER MUSIC INC | NH | A68 | $1,616,865 | $1,142,885 | EXECUTIVE DIRECTOR | $69,144 | Same NTEE code A68, revenue within 2x |
| SING FOR HOPE INC | NY | A68 | $2,081,130 | $3,714,920 | CHIEF OPERATING OFFICER | $164,621 | Same NTEE code A68, revenue within 2x |
| MARTY STUART CENTER INC | MS | A68 | $4,491,719 | $1,590,331 | DIRECTOR | $0 | Same NTEE code A68, revenue within 2x |
| THIRD COAST PERCUSSION NFP | IL | A68 | $1,587,525 | $1,449,933 | DIRECTOR, ENSEMBLE MEMBER | $90,380 | Same NTEE code A68, revenue within 2x |
| HEALDSBURG JAZZ FESTIVAL INC | CA | A68 | $1,207,591 | $1,186,678 | ARTISTIC DIR | $94,900 | Same NTEE code A68, revenue within 2x |
| DEVILS YOUTH FOUNDATION INC | NJ | A68 | $2,088,055 | $1,852,003 | EXECUTIVE DIRECTOR | $215,603 | Same NTEE code A68, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,867,350 spent · pay $0 · grants $1,758,698 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,758,698 | $1,758,698 | - | - | 94.2% | |
| Fees: investment management | $108,652 | - | $108,652 | - | 5.8% | |
| Total | $1,867,350 | 100% |
2023 · Form 990 · $1,721,137 spent · pay $0 · grants $1,619,553 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,619,553 | $1,619,553 | - | - | 94.1% | |
| Fees: investment management | $101,584 | - | $101,584 | - | 5.9% | |
| Total | $1,721,137 | 100% |
2022 · Form 990 · $1,400,795 spent · pay $0 · grants $1,300,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,300,000 | $1,300,000 | - | - | 92.8% | |
| Fees: investment management | $100,795 | - | $100,795 | - | 7.2% | |
| Total | $1,400,795 | 100% |
2021 · Form 990 · $1,679,983 spent · pay $0 · grants $1,565,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,565,000 | $1,565,000 | - | - | 93.2% | |
| Fees: investment management | $114,983 | - | $114,983 | - | 6.8% | |
| Total | $1,679,983 | 100% |
2020 · Form 990 · $1,212,461 spent · pay $0 · grants $1,100,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,100,000 | $1,100,000 | - | - | 90.7% | |
| Fees: investment management | $112,461 | - | $112,461 | - | 9.3% | |
| Total | $1,212,461 | 100% |
2019 · Form 990 · $1,448,939 spent · pay $0 · grants $1,359,700 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,359,700 | $1,359,700 | - | - | 93.8% | |
| Fees: investment management | $89,239 | - | $89,239 | - | 6.2% | |
| Total | $1,448,939 | 100% |
2018 · Form 990 · $1,391,649 spent · pay $0 · grants $1,301,233 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,301,233 | $1,301,233 | - | - | 93.5% | |
| Fees: investment management | $90,416 | - | $90,416 | - | 6.5% | |
| Total | $1,391,649 | 100% |
2017 · Form 990 · $1,308,292 spent · pay $0 · grants $1,217,058 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,217,058 | $1,217,058 | - | - | 93.0% | |
| Fees: investment management | $91,234 | - | $91,234 | - | 7.0% | |
| Total | $1,308,292 | 100% |
2016 · Form 990 · $1,385,892 spent · pay $0 · grants $1,293,550 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,293,550 | $1,293,550 | - | - | 93.3% | |
| Fees: investment management | $92,342 | - | $92,342 | - | 6.7% | |
| Total | $1,385,892 | 100% |
2015 · Form 990 · $1,284,047 spent · pay $0 · grants $1,182,746 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,182,746 | $1,182,746 | - | - | 92.1% | |
| Fees: investment management | $101,301 | - | $101,301 | - | 7.9% | |
| Total | $1,284,047 | 100% |
2014 · Form 990 · $1,321,218 spent · pay $0 · grants $1,212,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,212,000 | $1,212,000 | - | - | 91.7% | |
| Fees: investment management | $109,218 | - | $109,218 | - | 8.3% | |
| Total | $1,321,218 | 100% |
2013 · Form 990 · $1,210,176 spent · pay $0 · grants $1,095,574 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,095,574 | $1,095,574 | - | - | 90.5% | |
| Fees: investment management | $114,602 | - | $114,602 | - | 9.5% | |
| Total | $1,210,176 | 100% |
2012 · Form 990 · $1,011,601 spent · pay $0 · grants $907,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $907,000 | $907,000 | - | - | 89.7% | |
| Fees: investment management | $104,601 | - | $104,601 | - | 10.3% | |
| Total | $1,011,601 | 100% |
2011 · Form 990 · $1,036,481 spent · pay $0 · grants $952,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $952,000 | $952,000 | - | - | 91.8% | |
| Fees: investment management | $84,481 | - | $84,481 | - | 8.2% | |
| Total | $1,036,481 | 100% |
2010 · Form 990 · $988,388 spent · pay $0 · grants $900,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $900,000 | $900,000 | - | - | 91.1% | |
| Fees: investment management | $88,388 | - | $88,388 | - | 8.9% | |
| Total | $988,388 | 100% |
2009 · Form 990 · $972,127 spent · pay $0 · grants $890,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $890,000 | $890,000 | - | - | 91.6% | |
| Fees: investment management | $82,127 | - | $82,127 | - | 8.4% | |
| Total | $972,127 | 100% |
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