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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Joseph McKenna President and CEO - FWCS2012-2024 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Rose-Anne Frano Chair2020-2024 2 $0 reported 5
Jack Buhsmer Director2022-2024 2 $0 reported 2
Lois Stulberg Director2012-2024 2 $0 reported 3
Peter Kretzmer Director2022-2024 2 $0 reported 2
Skip Sack Director2010-2024 2 $0 reported 1
Rick Lannamann (former) DIRECTOR2016-2021 2 $0 reported 2
Martin Rich (former) DIRECTOR2018-2021 2 $0 reported 1
Arnold Hoffman (former) DIRECTOR2009-2020 2 $0 reported 2
David Steves (former) TRUSTEE2010-2016 1 $0 reported 2
Arn Hoffman (former) TRUSTEE2014-2016 1 $0 reported 1
Marty Rich (former) TRUSTEE2009-2015 1 $0 reported 1
Beatrice Friedman (former) TRUSTEE2009-2013 1 $0 reported 2
Len Glasser (former) TRUSTEE2010-2011 1 $0 reported 1
Gerald Elden (former) CHAIRMAN2009 1 $0 reported 2
Mort Siegler (former) TRUSTEE2009 1 $0 reported 1

People by year

2024 · 6 people listed · 1 paid, $346K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph McKenna President and CEO - FWCS2 $0$281,144$64,913 $346,0572
Rose-Anne Frano Chair2 $0$0$0 $05
Jack Buhsmer Director2 $0$0$0 $02
Lois Stulberg Director2 $0$0$0 $03
Peter Kretzmer Director2 $0$0$0 $02
Skip Sack Director2 $0$0$0 $01
2023 · 6 people listed · 1 paid, $307K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$259,544$47,057 $306,6012
LOIS STULBERG DIRECTOR2 $0$0$0 $03
JACK BUHSMER DIRECTOR2 $0$0$0 $02
ROSE-ANNE FRANO CHAIR2 $0$0$0 $05
SKIP SACK DIRECTOR2 $0$0$0 $01
PETER KRETZMER DIRECTOR2 $0$0$0 $02
2022 · 6 people listed · 1 paid, $299K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$256,214$42,869 $299,0832
LOIS STULBERG CHAIR2 $0$0$0 $03
JACK BUHSMER DIRECTOR2 $0$0$0 $02
ROSE-ANNE FRANO DIRECTOR2 $0$0$0 $05
SKIP SACK DIRECTOR2 $0$0$0 $01
PETER KRETZMER DIRECTOR2 $0$0$0 $02
2021 · 6 people listed · 1 paid, $278K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$235,643$42,162 $277,8052
LOIS STULBERG CHAIR2 $0$0$0 $03
RICK LANNAMANN DIRECTOR2 $0$0$0 $02
SKIP SACK DIRECTOR2 $0$0$0 $01
MARTIN RICH DIRECTOR2 $0$0$0 $01
ROSE-ANNE FRANO DIRECTOR2 $0$0$0 $05
2020 · 7 people listed · 1 paid, $243K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$215,053$27,561 $242,6142
LOIS STULBERG CHAIR2 $0$0$0 $03
RICK LANNAMANN DIRECTOR2 $0$0$0 $02
ARNOLD HOFFMAN DIRECTOR2 $0$0$0 $02
SKIP SACK DIRECTOR2 $0$0$0 $01
MARTIN RICH DIRECTOR2 $0$0$0 $01
ROSE-ANNE FRANO DIRECTOR2 $0$0$0 $05
2019 · 6 people listed · 1 paid, $209K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$178,585$30,561 $209,1462
LOIS STULBERG CHAIR2 $0$0$0 $03
RICK LANNAMANN TRUSTEE2 $0$0$0 $02
ARNOLD HOFFMAN TRUSTEE2 $0$0$0 $02
SKIP SACK TRUSTEE2 $0$0$0 $01
MARTIN RICH TRUSTEE2 $0$0$0 $01
2018 · 6 people listed · 1 paid, $208K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$179,532$28,812 $208,3442
LOIS STULBERG CHAIR2 $0$0$0 $03
RICK LANNAMANN TRUSTEE2 $0$0$0 $02
ARNOLD HOFFMAN TRUSTEE2 $0$0$0 $02
SKIP SACK TRUSTEE2 $0$0$0 $01
MARTIN RICH TRUSTEE2 $0$0$0 $01
2017 · 5 people listed · 1 paid, $198K · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS2 $0$170,113$27,568 $197,6812
LOIS STULBERG CHAIR2 $0$0$0 $03
RICK LANNAMANN TRUSTEE2 $0$0$0 $02
ARNOLD HOFFMAN TRUSTEE2 $0$0$0 $02
SKIP SACK TRUSTEE2 $0$0$0 $01
2016 · 6 people listed · 1 paid, $198K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS1 $0$184,307$13,630 $197,9372
LOIS STULBERG CHAIR1 $0$0$0 $03
RICK LANNAMANN TRUSTEE1 $0$0$0 $02
ARN HOFFMAN TRUSTEE1 $0$0$0 $01
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
2015 · 6 people listed · 1 paid, $186K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS1 $0$172,737$13,630 $186,3672
LOIS STULBERG CHAIR1 $0$0$0 $03
MARTY RICH TRUSTEE1 $0$0$0 $01
ARN HOFFMAN TRUSTEE1 $0$0$0 $01
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
2014 · 6 people listed · 1 paid, $176K · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT AND CEO - FWCS1 $0$162,811$13,630 $176,4412
LOIS STULBERG CHAIR1 $0$0$0 $03
MARTY RICH TRUSTEE1 $0$0$0 $01
ARN HOFFMAN TRUSTEE1 $0$0$0 $01
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
2013 · 7 people listed · 1 paid, $181K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT/CEO FWCS1 $0$156,166$24,578 $180,7442
MARTY RICH TRUSTEE1 $0$0$0 $01
BEATRICE FRIEDMAN TRUSTEE1 $0$0$0 $02
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
LOIS STULBERG TRUSTEE1 $0$0$0 $03
ARNOLD HOFFMAN CHAIR1 $0$0$0 $02
2012 · 7 people listed · 1 paid, $191K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH MCKENNA PRESIDENT/CEO FWCS1 $0$171,497$19,540 $191,0372
MARTY RICH TRUSTEE1 $0$0$0 $01
BEATRICE FRIEDMAN TRUSTEE1 $0$0$0 $02
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
LOIS STULBERG TRUSTEE1 $0$0$0 $03
ARNOLD HOFFMAN CHAIRMAN1 $0$0$0 $02
2011 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTY RICH TRUSTEE1 $0$0$0 $01
BEATRICE FRIEDMAN TRUSTEE1 $0$0$0 $02
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
LEN GLASSER TRUSTEE1 $0$0$0 $01
ARNOLD HOFFMAN CHAIRMAN1 $0$0$0 $02
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTY RICH TRUSTEE1 $0$0$0 $01
BEATRICE FRIEDMAN TRUSTEE1 $0$0$0 $02
SKIP SACK TRUSTEE1 $0$0$0 $01
DAVID STEVES TRUSTEE1 $0$0$0 $02
LEN GLASSER TRUSTEE1 $0$0$0 $01
ARNOLD HOFFMAN CHAIRMAN1 $0$0$0 $02
2009 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTY RICH TRUSTEE1 $0$0$0 $01
BEATRICE FRIEDMAN truSTEE1 $0$0$0 $02
ARNOLD HOFFMAN truSTEE1 $0$0$0 $02
MORT SIEGLER TRUSTEE1 $0$0$0 $01
GERALD ELDEN CHAIRMAN1 $0$0$0 $02

Highest-paid independent contractors

2024 · 1 contractor · $109K
NameLocationServicePaid
Baird Private Asset ManagementMilwaukee, WIInvestment Management$108,502
2023 · 1 contractor · $102K
NameLocationServicePaid
BAIRD PRIVATE ASSET MANAGEMENTMILWAUKEE, WIINVESTMENT MANAGEMENT$101,584
2022 · 1 contractor · $101K
NameLocationServicePaid
ROBERT W BAIRD & COMILWAUKEE, WIINVESTMENT 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-07-31 · view filing · original 990 ↗
$2,350,541$1,867,350 $37,355,631$37,355,631 $969,189$0 $005
2023 · Form 990 period ending 2024-07-31 · view filing · original 990 ↗
$2,572,237$1,721,137 $35,266,118$35,266,118 $601,980$0 $005
2022 · Form 990 period ending 2023-07-31 · view filing · original 990 ↗
$572,931$1,400,795 $32,488,741$32,488,741 $77,500$0 $005
2021 · Form 990 period ending 2022-07-31 · view filing · original 990 ↗
$1,333,679$1,679,983 $31,410,388$31,410,388 $455,098$0 $006
2020 · Form 990 period ending 2021-07-31 · view filing · original 990 ↗
$3,239,707$1,212,461 $36,403,151$36,403,151 $2,274,737$0 $006
2019 · Form 990 period ending 2020-07-31 · view filing · original 990 ↗
$453,509$1,448,939 $27,581,484$27,581,484 $9,049$0 $005
2018 · Form 990 period ending 2019-07-31 · view filing · original 990 ↗
$2,434,032$1,391,649 $27,747,246$27,747,246 $1,037,768$0 $005
2017 · Form 990 period ending 2018-07-31 · view filing · original 990 ↗
$2,497,060$1,308,292 $26,920,065$26,920,065 $247,400$0 $004
2016 · Form 990 period ending 2017-07-31 · view filing · original 990 ↗
$2,377,943$1,385,892 $25,251,014$25,251,014 $53,325$0 $005
2015 · Form 990 period ending 2016-07-31 · view filing · original 990 ↗
$470,810$1,284,047 $23,686,855$23,686,855 $84,964$0 $005
2014 · Form 990 period ending 2015-07-31 · view filing · original 990 ↗
$2,026,963$1,321,218 $24,411,523$24,411,523 $42,000$0 $005
2013 · Form 990 period ending 2014-07-31 · view filing · original 990 ↗
$3,159,521$1,210,176 $24,857,353$24,857,353 $695,289$0 $000
2012 · Form 990 period ending 2013-07-31 · view filing · original 990 ↗
$3,094,493$1,011,601 $22,489,388$22,489,388 $1,327,711$0 $000
2011 · Form 990 period ending 2012-07-31 · view filing · original 990 ↗
-$92,319$1,036,481 $18,712,113$18,709,244 $26,285$0 $000
2010 · Form 990 period ending 2011-07-31 · view filing · original 990 ↗
$670,425$988,388 $20,486,767$20,208,979 $37,000$0 $000
2009 · Form 990 period ending 2010-07-31 · view filing · original 990 ↗
$21,687$972,127 $19,504,484$18,596,621 $56,270$0 $000

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.

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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION IFLA68 $1,787,435$1,669,275 EXECUTIVE DIRECTOR$113,872 Same NTEE code A68, revenue within 2x, same state
FLORIDA SMOOTH JAZZ FOUNDATION INCFLA68 $3,253,275$2,732,445 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
NU DECO ENSEMBLE INCFLA68 $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 INCFLA68 $1,636,631$1,575,520 DIRECTOR$0 Same NTEE code A68, revenue within 2x, same state
BACH FESTIVAL SOCIETY OF WINTER PARKFLA68 $1,515,545$1,926,986 EXECUTIVE DI$113,615 Same NTEE code A68, revenue within 2x, same state
LATIN GRAMMY CULTURAL FOUNDATIONFLA68 $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 TRIAA68 $1,941,578$798,160 TRUSTEE$0 Same NTEE code A68, revenue within 2x
NEW WEST SYMPHONY ASSOCIATIONCAA68 $1,916,153$2,333,509 CEO$139,998 Same NTEE code A68, revenue within 2x
MIDLAND ODESSA SYMPHONY AND CHORALE INCTXA68 $1,178,082$1,404,924 Executive Dir.$109,280 Same NTEE code A68, revenue within 2x
ROGUE VALLEY SYMPHONY ASSOCIATIONORA68 $1,428,469$1,801,342 EXECUTIVE DIRECTOR$97,100 Same NTEE code A68, revenue within 2x
AMERICAN FRIENDS OF LES ARTS FLORISSANTS INCNYA68 $2,154,443$2,490,258 CHAIR$0 Same NTEE code A68, revenue within 2x
FRIENDS OF WEYMOUTH INCNCA68 $1,497,402$1,147,228 EXECUTIVE DI$113,092 Same NTEE code A68, revenue within 2x
MUSIC OF THE BAROQUE CONCERT SERIES INCILA68 $4,087,903$3,178,556 EXECUTIVE DIRECTOR$221,649 Same NTEE code A68, revenue within 2x
GATEWAYS MUSIC FESTIVAL INCNYA68 $1,375,303$1,921,359 CHAIR$0 Same NTEE code A68, revenue within 2x
SATURDAY IN THE PARK INCIAA68 $2,091,874$1,452,040 PRES, DIR$0 Same NTEE code A68, revenue within 2x
BOSTON BAROQUE INCMAA68 $2,069,814$2,242,322 EXECUTIVE DI$148,686 Same NTEE code A68, revenue within 2x
CHICAGO SINFONIETTA INCILA68 $2,699,466$3,398,009 President & Chief Executive Officer$287,457 Same NTEE code A68, revenue within 2x
JAZZ ST LOUISMOA68 $3,423,741$3,805,917 BOARD CHAIR, GENERAL COUNS$0 Same NTEE code A68, revenue within 2x
ALLIANCE FOR MIDDLE EAST PEACE INCDCA68 $3,073,176$2,969,647 TREASURER$232,956 Same NTEE code A68, revenue within 2x
APPLE HILL CENTER FOR CHAMBER MUSIC INCNHA68 $1,616,865$1,142,885 EXECUTIVE DIRECTOR$69,144 Same NTEE code A68, revenue within 2x
SING FOR HOPE INCNYA68 $2,081,130$3,714,920 CHIEF OPERATING OFFICER$164,621 Same NTEE code A68, revenue within 2x
MARTY STUART CENTER INCMSA68 $4,491,719$1,590,331 DIRECTOR$0 Same NTEE code A68, revenue within 2x
THIRD COAST PERCUSSION NFPILA68 $1,587,525$1,449,933 DIRECTOR, ENSEMBLE MEMBER$90,380 Same NTEE code A68, revenue within 2x
HEALDSBURG JAZZ FESTIVAL INCCAA68 $1,207,591$1,186,678 ARTISTIC DIR$94,900 Same NTEE code A68, revenue within 2x
DEVILS YOUTH FOUNDATION INCNJA68 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$25,732,268354 692016–2024 IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL; BOSTON BAROQUE INC; RECORD COMPANY INC; SALT LICK INCUBATOR INCORPORATED and 65 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$8,589,741242 542014–2024 BOSTON BAROQUE INC; MUSICIANS ON CALL INC; SING FOR HOPE INC; JAZZ ST LOUIS and 50 more
ANDREW W MELLON FOUNDATION Private foundation$7,677,15017 42016–2024 NEW MUSIC USA INC; GATEWAYS MUSIC FESTIVAL INC; CHICAGO SINFONIETTA INC; JAZZ ST LOUIS
NATIONAL PHILANTHROPIC TR DAF sponsor$4,597,650112 332014–2024 MUSIC OF THE BAROQUE CONCERT SERIES INC; THIRD COAST PERCUSSION NFP; LANG LANG INTERNATIONAL MUSIC FOUNDATION INC; CARMEL BACH FESTIVAL INC and 29 more
UNITED WAY OF GREATER ST LOUIS INC DAF sponsor$4,403,83210 12014–2024 JAZZ ST LOUIS
BOSTON FOUNDATION INC DAF sponsor$4,161,88645 82010–2024 SALT LICK INCUBATOR INCORPORATED; RECORD COMPANY INC; INSTITUTE OF MUSIC FOR CHILDREN INC; BOSTON BAROQUE INC and 4 more
IRVING S GILMORE FOUNDATION Private foundation$3,807,3799 12023–2025 IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$2,992,49296 342020–2024 AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC; ORIGINAL MUSIC WORKSHOP INC; HEALDSBURG JAZZ FESTIVAL INC; CHICAGO SINFONIETTA INC and 30 more
T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC DAF sponsor$2,898,7505 22021–2025 AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC; COLORADO MUSIC FESTIVAL
W K KELLOGG FOUNDATION Private foundation$2,851,16122 32009–2024 IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL; ROOTS OF MUSIC INC; ST CECILIA MUSIC SOCIETY
WORLD WIDE TECHNOLOGY FOUNDATION Private foundation$2,823,94116 12010–2025 JAZZ ST LOUIS
JEWISH COMMUNAL FUND DAF sponsor$2,742,58059 132009–2024 ALLIANCE FOR MIDDLE EAST PEACE INC; LANG LANG INTERNATIONAL MUSIC FOUNDATION INC; BRIDGEHAMPTON CHAMBER MUSIC ASSOCIATES INC; SING FOR HOPE INC and 9 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$2,569,50019 32009–2024 CAMERATA PACIFICA; NEW MUSIC USA INC; MONTEREY JAZZ FESTIVAL
THE WALLACE FOUNDATION Private foundation$2,359,0005 22021–2024 CHICAGO SINFONIETTA INC; AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC
KALAMAZOO COMMUNITY FOUNDATION DAF sponsor$2,285,72915 12011–2024 IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

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
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,758,698$1,758,698-- 94.2%
Fees: investment management $108,652-$108,652- 5.8%
Total$1,867,350100%

View the filing

2023 · Form 990 · $1,721,137 spent · pay $0 · grants $1,619,553 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,619,553$1,619,553-- 94.1%
Fees: investment management $101,584-$101,584- 5.9%
Total$1,721,137100%

View the filing

2022 · Form 990 · $1,400,795 spent · pay $0 · grants $1,300,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,300,000$1,300,000-- 92.8%
Fees: investment management $100,795-$100,795- 7.2%
Total$1,400,795100%

View the filing

2021 · Form 990 · $1,679,983 spent · pay $0 · grants $1,565,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,565,000$1,565,000-- 93.2%
Fees: investment management $114,983-$114,983- 6.8%
Total$1,679,983100%

View the filing

2020 · Form 990 · $1,212,461 spent · pay $0 · grants $1,100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,100,000$1,100,000-- 90.7%
Fees: investment management $112,461-$112,461- 9.3%
Total$1,212,461100%

View the filing

2019 · Form 990 · $1,448,939 spent · pay $0 · grants $1,359,700 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,359,700$1,359,700-- 93.8%
Fees: investment management $89,239-$89,239- 6.2%
Total$1,448,939100%

View the filing

2018 · Form 990 · $1,391,649 spent · pay $0 · grants $1,301,233 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,301,233$1,301,233-- 93.5%
Fees: investment management $90,416-$90,416- 6.5%
Total$1,391,649100%

View the filing

2017 · Form 990 · $1,308,292 spent · pay $0 · grants $1,217,058 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,217,058$1,217,058-- 93.0%
Fees: investment management $91,234-$91,234- 7.0%
Total$1,308,292100%

View the filing

2016 · Form 990 · $1,385,892 spent · pay $0 · grants $1,293,550 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,293,550$1,293,550-- 93.3%
Fees: investment management $92,342-$92,342- 6.7%
Total$1,385,892100%

View the filing

2015 · Form 990 · $1,284,047 spent · pay $0 · grants $1,182,746 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,182,746$1,182,746-- 92.1%
Fees: investment management $101,301-$101,301- 7.9%
Total$1,284,047100%

View the filing

2014 · Form 990 · $1,321,218 spent · pay $0 · grants $1,212,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,212,000$1,212,000-- 91.7%
Fees: investment management $109,218-$109,218- 8.3%
Total$1,321,218100%

View the filing

2013 · Form 990 · $1,210,176 spent · pay $0 · grants $1,095,574 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,095,574$1,095,574-- 90.5%
Fees: investment management $114,602-$114,602- 9.5%
Total$1,210,176100%

View the filing

2012 · Form 990 · $1,011,601 spent · pay $0 · grants $907,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $907,000$907,000-- 89.7%
Fees: investment management $104,601-$104,601- 10.3%
Total$1,011,601100%

View the filing

2011 · Form 990 · $1,036,481 spent · pay $0 · grants $952,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $952,000$952,000-- 91.8%
Fees: investment management $84,481-$84,481- 8.2%
Total$1,036,481100%

View the filing

2010 · Form 990 · $988,388 spent · pay $0 · grants $900,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $900,000$900,000-- 91.1%
Fees: investment management $88,388-$88,388- 8.9%
Total$988,388100%

View the filing

2009 · Form 990 · $972,127 spent · pay $0 · grants $890,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $890,000$890,000-- 91.6%
Fees: investment management $82,127-$82,127- 8.4%
Total$972,127100%

View the filing

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