STRATEGY STUDIO / PUBLIC DATA EXPLORER

CARMEL BACH FESTIVAL FOUNDATION INC

Cite this

Plain text CARMEL BACH FESTIVAL FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/770387306. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). CARMEL BACH FESTIVAL FOUNDATION INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/770387306

MLA “CARMEL BACH FESTIVAL FOUNDATION INC.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/770387306. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $1.0M · expenses $1.0M · assets $6.9M

EIN
77-0387306
Address
PO BOX 575, CARMEL, CA 93921-0575
Website
www.bachfestival.org
NTEE code
A680
Subsection
501(c)(3)
Ruling year
1994
Cross-check
ProPublica Nonprofit Explorer

Mission

Investment earnings and contributions released from restrictions are transferred to the Carmel Bach Festival in accordance with all legal and accounting stipulations.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 32 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

32 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
William Sharpe Director2014-2024 1 $0 reported 3
Alan Lacy Secretary2023-2024 1 $0 reported 2
Bob Axley Director2024 1 $0 reported 4
John Young Vice President2016-2024 1 $0 reported 11
Nathan Lutz Exec. Director2024 1 $0 reported 2
Cyril Yansouni President2011-2024 1 $0 reported 3
Debi Kennedy Treasurer2024 1 $0 reported 1
Jack Eugster Director2016-2024 1 $0 reported 2
Sandi Borthwick Exofficio2024 1 $0 reported 1
Patricia Eastman (former) Treasurer2022-2023 1 $0 reported 2
Steve Friedlander (former) Exec. Director2016-2023 1 $0 reported 2
Susan DuCoeur (former) Secretary2016-2023 1 $0 reported 1
Nigel Lovett (former) Director2015-2023 1 $0 reported 3
Dave Maddox (former) Director2016-2023 1 $0 reported 1
David Nee (former) President2011-2022 1 $0 reported 3
Matt Little (former) Vice President2012-2022 1 $0 reported 1
Matthew Little (former) Director2011-2021 1 $0 reported 2
Peter Albano (former) Director2014-2016 1 $0 reported 2
Dave Nee (former) Director2012-2016 1 $0 reported 1
Debbie Chinn (former) Exec Director2012-2015 1 $0 reported 2
Aimee Darby (former) CFO2014-2015 1 $0 reported 2
Don Mayol (former) Director2011-2014 1 $0 reported 2
Stan Meresman (former) Director2011-2014 1 $0 reported 1
Jason Yee (former) Director2014 1 $0 reported 1
Betsey Pearson (former) Ex Officio2012-2013 1 $0 reported 3
Lyn Evans (former) Secretary2011-2013 1 $0 reported 2
Howard Fisher (former) Treasurer2012-2013 1 $0 reported 2
Mary Kay Crockett (former) Director2011-2013 1 $0 reported 1
Jim Seff (former) Vice President2012-2013 1 $0 reported 1
Steve Pearson (former) President2011 1 $0 reported 4
James M Seff (former) Director2011 1 $0 reported 2
Ann Hiner (former) Director2011 1 $0 reported 2

People by year

2024 · 9 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Cyril Yansouni President1 $0$0$0 $03
Debi Kennedy Treasurer1 $0$0$0 $01
Alan Lacy Secretary1 $0$0$0 $02
John Young Vice President1 $0$0$0 $011
Jack Eugster Director1 $0$0$0 $02
Bob Axley Director1 $0$0$0 $04
Sandi Borthwick Exofficio1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Nathan Lutz Exec. Director1 $0$0$0 $02
2023 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Young President1 $0$0$0 $011
Patricia Eastman Treasurer1 $0$0$0 $02
Susan DuCoeur Secretary1 $0$0$0 $01
Cyril Yansouni Director1 $0$0$0 $03
Jack Eugster Director1 $0$0$0 $02
Alan Lacy Director1 $0$0$0 $02
Nigel Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Steve Friedlander Exec. Director1 $0$0$0 $02
2022 · 11 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee President1 $0$0$0 $03
Matt Little Vice President1 $0$0$0 $01
Cyril Yansouni Secretary1 $0$0$0 $03
Patricia Eastman Treasurer1 $0$0$0 $02
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Nigel Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
John Young Director1 $0$0$0 $011
Steve Friedlander Exec. Director1 $0$0$0 $02
2021 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee CEO1 $0$0$0 $03
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matthew Little Director1 $0$0$0 $02
Nigel Lovett CFO1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Cyril Yansouni Secretary1 $0$0$0 $03
John Young Director1 $0$0$0 $011
Steve Friedlander Exec. Director1 $0$0$0 $02
2020 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee President1 $0$0$0 $03
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matthew Little Director1 $0$0$0 $02
Nigel Lovett Treasurer1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Cyril Yansouni Secretary1 $0$0$0 $03
John Young Treasurer/CFO1 $0$0$0 $011
Steve Friedlander Executive Dir.1 $0$0$0 $02
2019 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee President1 $0$0$0 $03
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matthew Little Vice President1 $0$0$0 $02
Nigel Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Cyril Yansouni Secretary1 $0$0$0 $03
John Young Treasurer/CFO1 $0$0$0 $011
Steve Friedlander Managing Direct1 $0$0$0 $02
2018 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee President1 $0$0$0 $03
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matthew Little Vice President1 $0$0$0 $02
Nigel Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Cyril Yansouni Secretary1 $0$0$0 $03
John Young Treasurer/CFO1 $0$0$0 $011
Steve Friedlander Managing Direct1 $0$0$0 $02
2017 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
David Nee President1 $0$0$0 $03
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matthew Little Vice President1 $0$0$0 $02
Nigel Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Cyril Yansouni Secretary1 $0$0$0 $03
John Young Treasurer/CFO1 $0$0$0 $011
Steve Friedlander Managing Direct1 $0$0$0 $02
2016 · 11 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steve Friedlander Managing Direct1 $0$0$0 $02
Cyril Yansouni President1 $0$0$0 $03
Peter Albano Director1 $0$0$0 $02
Susan DuCoeur Director1 $0$0$0 $01
Jack Eugster Director1 $0$0$0 $02
Matt Little Director1 $0$0$0 $01
Nigel J Lovett Director1 $0$0$0 $03
Dave Maddox Director1 $0$0$0 $01
Dave Nee Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
John Young Director1 $0$0$0 $011
2015 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Debbie Chinn Exec Director1 $0$0$0 $02
Cyril Yansouni President1 $0$0$0 $03
Aimee Darby CFO1 $0$0$0 $02
Peter Albano Director1 $0$0$0 $02
Matthew Little Director1 $0$0$0 $02
Nigel J Lovett Director1 $0$0$0 $03
Dave Nee Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
2014 · 10 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Debbie Chinn Exec Director1 $0$0$0 $02
Cyril Yansouni President1 $0$0$0 $03
Aimee Darby CFO1 $0$0$0 $02
Peter Albano Director1 $0$0$0 $02
Matthew Little Director1 $0$0$0 $02
Don Mayol Director1 $0$0$0 $02
Stan Meresman Director1 $0$0$0 $01
Dave Nee Director1 $0$0$0 $01
William Sharpe Director1 $0$0$0 $03
Jason Yee Director1 $0$0$0 $01
2013 · 11 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Debbie Chinn Exec Director1 $0$0$0 $02
Cyril Yansouni President1 $0$0$0 $03
Mary Kay Crockett Director1 $0$0$0 $01
Lyn Evans Secretary1 $0$0$0 $02
Howard Fisher Treasurer1 $0$0$0 $02
Matt Little Director1 $0$0$0 $01
Don Mayol Director1 $0$0$0 $02
Stan Meresman Director1 $0$0$0 $01
Dave Nee Director1 $0$0$0 $01
Jim Seff Vice President1 $0$0$0 $01
Betsey Pearson Ex Officio1 $0$0$0 $03
2012 · 11 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Betsey Pearson Ex Officio1 $0$0$0 $03
Jim Seff Vice President1 $0$0$0 $01
Dave Nee Director1 $0$0$0 $01
Stan Meresman Director1 $0$0$0 $01
Don Mayol Director1 $0$0$0 $02
Matt Little Director1 $0$0$0 $01
Howard Fisher Treasurer1 $0$0$0 $02
Lyn Evans Secretary1 $0$0$0 $02
Mary Kay Crockett Director1 $0$0$0 $01
Cyril Yansouni President1 $0$0$0 $03
Debbie Chinn Exec Director1 $0$0$0 $02
2011 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James M Seff Director1 $0$0$0 $02
Mary Kay Crockett Director1 $0$0$0 $01
David Nee Director1 $0$0$0 $03
Cyril Yansouni Director1 $0$0$0 $03
Don Mayol Treasurer1 $0$0$0 $02
Stan Meresman Director1 $0$0$0 $01
Matthew Little Director1 $0$0$0 $02
Ann Hiner Director1 $0$0$0 $02
Lyn Evans Director1 $0$0$0 $02
Steve Pearson President1 $0$0$0 $04

Highest-paid independent contractors

No independent contractors reported.

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.

2011 · 1 grant to organizations · $157K

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 2024-12-31 · view filing · original 990 ↗
$1,013,584$1,014,359 $6,933,423$6,769,292 $577,761$0 $0010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$229,440$987,857 $6,683,808$6,346,620 $0$0 $0010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$222,692$457,258 $6,689,334$6,360,495 $0$0 $0010
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$315,067$51,819 $8,243,393$7,994,409 $0$0 $0010
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$190,715$39,896 $7,347,660$7,130,553 $3,101$0 $0010
2019 · Form 990 period ending 2019-12-31 · amended · view filing · original 990 ↗
$179,504$64,142 $6,541,044$6,336,244 $5,154$0 $0010
2019 · Form 990 period ending 2019-12-31 · superseded · view filing · original 990 ↗
$179,504$64,142 $6,541,044$6,336,244 $5,154$0 $0010
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,440,990$99,897 $5,606,838$5,522,790 $2,318,809$0 $0010
2017 · Form 990 period ending 2017-12-31 · amended · view filing · original 990 ↗
$138,193$94,238 $3,615,566$3,615,566 $50,000$0 $0010
2017 · Form 990 period ending 2017-12-31 · superseded · view filing · original 990 ↗
$138,191$94,239 $3,615,566$3,615,566 $50,000$0 $0010
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$104,015$23,169 $3,203,444$3,203,444 $20,415$0 $00-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$175,051$86,093 $3,301,850$3,301,850 $100,551$0 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$576,761$184,299 $3,506,958$3,506,958 $7,970$0 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$139,165$75,929 $3,581,577$3,581,577 $3,530$0 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$176,103$229,517 $3,645,327$3,645,327 $63,253$0 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$295,800$240,444 $3,442,530$3,442,436 $11,875$0 $0010

Funders of this organization

4 grantors reported grants to this organization, $156,500 in all, tax years 2016 to 2024. 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
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2016-2017 2$92,000 2017$7,000
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RICHARD AND MARY PAT MCCORMICK CHARITABLE TRUST Private foundation Fuzzy filed as “CARMEL BACH FESTIVAL FOUNDATION” 2017-2019 4$60,000 2019$15,000
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RECORDS-JOHNSTON FAMILY FOUNDATION INC Private foundation Fuzzy filed as “CARMEL BACH FESTIVAL FOUNDATION INC” 2023 1$2,500 2023$2,500
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RONEY FITZPATRICK FDN Private foundation Fuzzy filed as “CARMEL BACH FESTIVAL FOUNDATION INC” 2022, 2024 2$2,000 2024$1,000
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Similar organizations

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
MUSICIANS AT PLAY FOUNDATION INCCAA68 $1,914,675$1,879,968 Executive Director Founder$152,456 Same NTEE code A68, revenue within 2x, same state
HEALDSBURG JAZZ FESTIVAL INCCAA68 $1,207,591$1,186,678 ARTISTIC DIR$94,900 Same NTEE code A68, revenue within 2x, same state
VOCES8 FOUNDATIONCAA68 $959,892$777,220 GENERAL MANA$60,940 Same NTEE code A68, revenue within 2x, same state
THE MAESTRO FOUNDATIONCAA68 $516,427$492,278 SECRETARY$100,291 Same NTEE code A68, revenue within 2x, same state
GUITAR CENTER MUSIC FOUNDATIONCAA68 $1,998,759$1,992,246 EXECUTIVE DIRECTOR$0 Same NTEE code A68, revenue within 2x, same state
YOUNG MUSICIANS FOUNDATIONCAA68 $1,061,461$1,110,745 EXECUTIVE DIRECTOR$118,850 Same NTEE code A68, revenue within 2x, same state
MOZART FESTIVAL ASSOCIATIONCAA68 $990,429$1,000,678 EXECUTIVE DIRECTOR$115,500 Same NTEE code A68, revenue within 2x, same state
MENDOCINO MUSIC FESTIVALCAA68 $1,883,711$991,103 ARTISTIC DIR.$36,000 Same NTEE code A68, revenue within 2x, same state
CLASSICS FOR KIDS INCCAA68 $624,909$530,453 Executive Dir.$89,338 Same NTEE code A68, revenue within 2x, same state
HIPHOPFORCHANGE INCCAA68 $523,175$554,328 EXECUTIVE DIRECTOR$48,640 Same NTEE code A68, revenue within 2x, same state
SOWING SEEDS HEALTH INCCAA68 $1,973,596$1,133,631 President & CEO$109,692 Same NTEE code A68, revenue within 2x, same state
OAKLAND INTERFAITH GOSPEL CHOIR INCCAA68 $845,908$887,974 Executive Director$102,813 Same NTEE code A68, revenue within 2x, same state
WEST COAST PERCUSSION ALLIANCECAA68 $514,847$460,284 President$0 Same NTEE code A68, revenue within 2x, same state
YOUTH ORCHESTRAS OF FRESNOCAA68 $997,742$910,064 Executive Dir.$70,000 Same NTEE code A68, revenue within 2x, same state
YOUNG MUSICIANS CHORAL ORCHESTRACAA68 $617,200$897,882 EXECUTIVE DIRECTOR$92,000 Same NTEE code A68, revenue within 2x, same state
REDLANDS COMMUNITY MUSIC ASSOCIATION INCCAA68 $1,594,205$1,726,044 EXECUTIVE DIRECTOR$125,000 Same NTEE code A68, revenue within 2x, same state
NEW WEST SYMPHONY ASSOCIATIONCAA68 $1,916,153$2,333,509 CEO$139,998 Same NTEE code A68, revenue within 2x, same state
JOHN BURROUGHS HIGH SCHOOL VOCAL MUSIC ASSOCIATIONCAA68 $975,146$964,107 PRESIDENT$0 Same NTEE code A68, revenue within 2x, same state
CHAMBER MUSIC SAN FRANCISCOCAA68 $747,822$675,376 EXEC DIR EX OFFICIO$157,822 Same NTEE code A68, revenue within 2x, same state
EL SISTEMA USA SALINAS INCCAA68 $907,099$825,170 Past Ex Directo$92,708 Same NTEE code A68, revenue within 2x, same state
NEW PERFORMANCE TRADITIONSCAA68 $1,056,359$1,076,317 Artistic Director$95,662 Same NTEE code A68, revenue within 2x, same state
CAMERATA PACIFICACAA68 $1,919,720$2,503,324 Artistic director$355,448 Same NTEE code A68, revenue within 2x, same state
VALLEY CULTURAL CENTERCAA68 $1,248,950$1,259,734 Executive Dir.$77,500 Same NTEE code A68, revenue within 2x, same state
REDTONE RECORDSCAA68 $592,631$381,240 ED/PRES/BOAR$33,950 Same NTEE code A68, revenue within 2x, same state
THE ALL-AMERICAN BOYS CHORUSCAA68 $962,205$925,794 MEMBER$0 Same NTEE code A68, revenue within 2x, same state

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$9,820,138228 602016–2024 DANIELS MUSIC FOUNDATION; MENDOCINO MUSIC FESTIVAL; REDTONE RECORDS; A FAR CRY INC and 56 more
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$6,955,40067 52010–2024 YOUNG MUSICIANS CHORAL ORCHESTRA; KRONOS PERFORMING ARTS ASSN; OAKLAND INTERFAITH GOSPEL CHOIR INC; LOCO BLOCO and 1 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$4,572,908189 452014–2024 KRONOS PERFORMING ARTS ASSN; LANG LANG INTERNATIONAL MUSIC FOUNDATION INC; THE ALL-AMERICAN BOYS CHORUS; RADIO ARTS FOUNDATION and 41 more
NATIONAL PHILANTHROPIC TR DAF sponsor$3,461,00263 232014–2024 SITKA MUSIC FESTIVAL INC; ORCAS ISLAND CHAMBER MUSIC FESTIVAL; LANG LANG INTERNATIONAL MUSIC FOUNDATION INC; YOUNG MUSICIANS CHORAL ORCHESTRA and 19 more
ANDREW W MELLON FOUNDATION Private foundation$3,251,94310 32016–2024 GATEWAYS MUSIC FESTIVAL INC; INTERNATIONAL CONTEMPORARY ENSEMBLE FOUNDATION INC; A FAR CRY INC
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$2,644,03724 42009–2024 CAMERATA PACIFICA; YOUNG MUSICIANS FOUNDATION; VALLEY CULTURAL CENTER; JOHN BURROUGHS HIGH SCHOOL VOCAL MUSIC ASSOCIATION
THE SAN DIEGO FOUNDATION DAF sponsor$2,245,53221 52014–2024 GUITARS IN THE CLASSROOM; YOUTH PHILHARMONIC ORCHESTRA; SPRECKELS ORGAN SOCIETY; CLASSICS FOR KIDS INC and 1 more
CENTENE FOUNDATION Private foundation$1,940,00016 12019–2022 RADIO ARTS FOUNDATION
The Bay and Paul Foundations Inc Private foundation$1,740,0005 12020–2023 GATEWAYS MUSIC FESTIVAL INC
FORGOOD INC DAF sponsor$1,707,77355 182010–2024 RADIO ARTS FOUNDATION; VOCES8 FOUNDATION; HIPHOPFORCHANGE INC; GUITAR CENTER MUSIC FOUNDATION and 14 more
VENTURA COUNTY COMMUNITY FOUNDATION DAF sponsor$1,687,77983 22009–2023 NEW WEST SYMPHONY ASSOCIATION; SAN BUENAVENTURA SYMPHONY INC
ORCAS ISLAND COMMUNITY FOUNDATION DAF sponsor$1,583,58513 12012–2024 ORCAS ISLAND CHAMBER MUSIC FESTIVAL
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,507,91666 242020–2024 CAPITAL REGION CLASSICAL INC; HEALDSBURG JAZZ FESTIVAL INC; RADIO ARTS FOUNDATION; REDLANDS COMMUNITY MUSIC ASSOCIATION INC and 20 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$1,455,08829 142014–2024 VOCES8 FOUNDATION; VALLEY CULTURAL CENTER; REDTONE RECORDS; EL SISTEMA USA SALINAS INC and 10 more
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$1,424,03022 42010–2024 LANG LANG INTERNATIONAL MUSIC FOUNDATION INC; CLASSICS FOR KIDS INC; VILLA MUSICA; YOUTH PHILHARMONIC ORCHESTRA

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 · $1,014,359 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $988,000$988,000-- 97.4%
Fees: investment management $26,359-$26,359- 2.6%
Total$1,014,359100%

View the filing

2023 · Form 990 · $987,857 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $954,000$954,000-- 96.6%
Fees: investment management $26,301-$26,301- 2.7%
Other (as described)Overhead/Management $7,556-$7,556- 0.8%
Total$987,857100%

View the filing

2022 · Form 990 · $457,258 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $424,386$424,386-- 92.8%
Fees: investment management $27,402-$27,402- 6.0%
Other (as described)Overhead/Management $5,470-$5,470- 1.2%
Total$457,258100%

View the filing

2021 · Form 990 · $51,819 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $27,637-$27,637- 53.3%
Fees: accounting $20,018-$20,018- 38.6%
Other (as described)Overhead/Management $4,164$1,041$3,123- 8.0%
Total$51,819100%

View the filing

2020 · Form 990 · $39,896 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $24,489-$24,489- 61.4%
Fees: accounting $11,249-$11,249- 28.2%
Other (as described)Overhead/Management $4,158$624$3,534- 10.4%
Total$39,896100%

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2019 · Form 990 · $64,142 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $29,181$29,181-- 45.5%
Fees: investment management $17,794-$17,794- 27.7%
Fees: accounting $9,145-$9,145- 14.3%
Other (as described)Overhead/Management $8,022$1,203$6,819- 12.5%
Total$64,142100%

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2018 · Form 990 · $99,897 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $65,000$65,000-- 65.1%
Fees: investment management $25,612-$25,612- 25.6%
Fees: accounting $7,937-$7,937- 7.9%
Other (as described)Overhead/Management $1,055-$1,055- 1.1%
Fees: legal $280-$280- 0.3%
Other (as described)Printing and Publications $13-$13- 0.0%
Total$99,897100%

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2017 · Form 990 · $94,238 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $75,000$75,000-- 79.6%
Fees: investment management $16,378-$16,378- 17.4%
Fees: accounting $2,659-$2,659- 2.8%
Other (as described)Overhead/Management $151-$151- 0.2%
Fees: legal $50-$50- 0.1%
Total$94,238100%

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2016 · Form 990 · $23,169 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $15,394-$15,394- 66.4%
Fees: accounting $5,083-$5,083- 21.9%
Other (as described)Overhead/Management $2,692-$2,692- 11.6%
Total$23,169100%

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2015 · Form 990 · $86,093 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)investment portfolio expenses $42,994-$42,994- 49.9%
Fees: other services $15,000--$15,000 17.4%
Other (as described)Financial Advisor Fees $14,055-$14,055- 16.3%
Fees: accounting $7,422-$7,422- 8.6%
Other (as described)Planned Giving Expenses $6,152-$6,152- 7.1%
Fees: legal $368-$368- 0.4%
Other (as described)Miscellaneous $102-$102- 0.1%
Total$86,093100%

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2014 · Form 990 · $184,299 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)investment portfolio expenses $92,150-$92,150- 50.0%
Fees: other services $44,071-$18,364$25,707 23.9%
Other (as described)Endowment Management Fees $33,656-$33,656- 18.3%
Other (as described)Planned Giving Expenses $6,759-$6,759- 3.7%
Fees: accounting $6,080-$6,080- 3.3%
Other (as described)Miscellaneous $1,400-$1,400- 0.8%
Fees: legal $158-$158- 0.1%
All other expenses $25-$25- 0.0%
Total$184,299100%

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2013 · Form 990 · $75,929 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Endowment Management Fees $47,241-$47,241- 62.2%
Other (as described)Financial Advisor Fees $17,720-$17,720- 23.3%
Fees: accounting $6,352-$6,352- 8.4%
Other (as described)Planned Giving Expenses $2,734-$2,734- 3.6%
Other (as described)Miscellaneous $1,374-$1,374- 1.8%
Fees: legal $438-$438- 0.6%
All other expenses $70-$70- 0.1%
Total$75,929100%

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2012 · Form 990 · $229,517 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payments to affiliates $152,000$152,000-- 66.2%
Other (as described)Endowment Management Fees $47,241-$47,241- 20.6%
Other (as described)Financial Advisor Fees $18,199-$18,199- 7.9%
Fees: accounting $10,500-$10,500- 4.6%
Other (as described)Miscellaneous $1,308$1,136$172- 0.6%
Fees: legal $184-$184- 0.1%
Other (as described)Financial Service Charges $54-$54- 0.0%
All other expenses $31-$31- 0.0%
Total$229,517100%

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2011 · Form 990 · $240,444 spent · pay $0 · grants $157,372 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $157,372$157,372-- 65.5%
Office expenses $31,481-$31,481- 13.1%
Fees: investment management $18,625-$18,625- 7.7%
Fees: other services $16,078--$16,078 6.7%
Fees: accounting $9,250-$9,250- 3.8%
Other (as described)Miscellaneous $4,481--$4,481 1.9%
Other (as described)Printing and Publications $2,728-$2,728- 1.1%
Fees: legal $429-$429- 0.2%
Total$240,444100%

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