Nonprofits›Mozart Festival Association

Arts, Culture & Humanities

Mozart Festival Association

SN LUIS OBISP, CA

Website

Total revenue

$990K

Total expenses

$1.0M

Net assets

$249K

Grants received

$390K

25 grants

EIN

237172087

Tax year

2023

Mission

To provide to the public musical and educational opportunities through the organization, direction,and production of musical entertainment

Financials

FY 2023

Revenue

Contributions & grants$660K
Program service revenue$315K
Investment income$198
Other revenue$16K
Total revenue$990K

Expenses

Grants paid—
Salaries & benefits$561K
Fundraising$88K
Other expenses$440K
Total expenses$1.0M
Total assets$334K
Net assets$249K

People

11 listed

NameRoleCompensation

LLOYD TANNER

EXECUTIVE DIRECTOR

Board

$116K

40 hrs/wk

PAULA DELAY

DIRECTOR

Board

—

10 hrs/wk

LEN JARROTT

DIRECTOR

Board

—

10 hrs/wk

PETER PETERSEN

DIRECTOR

Board

—

10 hrs/wk

MARTI LINDHOLM

DIRECTOR

Board

—

10 hrs/wk

SUZAN BOATMAN

DIRECTOR

Board

—

10 hrs/wk

BEVERLY COHEN

DIRECTOR

Board

—

10 hrs/wk

JIM HALE

TREASURER

Board

—

10 hrs/wk

JO ANNE MILLER

PAST PRESIDENT

Board

—

10 hrs/wk

JERI CORGILL

PRESIDENT

Board

—

10 hrs/wk

JULIANE MCADAM

SECRETARY

Board

—

10 hrs/wk

Grants received

Showing 25 of 25

FromAmountPurposeYear
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$28K
UNRESTRICTED
2024
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$25K
UNRESTRICTED
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$23K
For grant recipient's exempt purposes
2023
NATIONAL PHILANTHROPIC TRUST
$20K
HUMAN SERVICES
2023
DONOR ADVISED CHARITABLE GIVING INC
$11K
ARTS, CULTURE & HUMANITIES
2023
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$13K
UNRESTRICTED
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$10K
For grant recipient's exempt purposes
2022
DONOR ADVISED CHARITABLE GIVING INC
$6K
ARTS, CULTURE & HUMANITIES
2022
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
$5K
UNRESTRICTED GENERAL SUPPORT
2022
NATIONAL PHILANTHROPIC TRUST
$15K
CULTURE & ARTS
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$8K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$8K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$68K
For grant recipient's exempt purposes
2020
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$25K
UNRESTRICTED
2020
DONOR ADVISED CHARITABLE GIVING INC
$21K
ARTS, CULTURE & HUMANITIES
2020
NATIONAL PHILANTHROPIC TRUST
$10K
CULTURE & ARTS
2020
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$5K
UNRESTRICTED
2020
HAROLD J MIOSSI CHARITABLE TRUST
$5K
PROVIDE FUNDS FOR THE FAMILY CONCERT, PETER AND THE WOLD
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$33K
For grant recipient's exempt purposes
2019
NATIONAL PHILANTHROPIC TRUST
$8K
CULTURE & ARTS
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$10K
For grant recipient's exempt purposes
2018
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
$10K
2018 SUMMER MUSIC FESTIVAL FREE EVENTS AND MASTER CLASSES
2018
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$10K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
DONOR ADVISED CHARITABLE GIVING INC
$8K
ARTS, CULTURE & HUMANITIES
2017
NATIONAL PHILANTHROPIC TRUST
$7K
CULTURE & ARTS
2017

Funded by

$390K from 6 funders · 25 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$169K · 8 grants · 2017–2023

The Community Foundation San Luis Obispo

$106K · 6 grants · 2018–2024

National Philanthropic Trust

$60K · 5 grants · 2017–2023

Donor Advised Charitable Giving Inc

$46K · 4 grants · 2017–2023

Harold J Miossi Charitable Trust

$5K · 1 grant · 2020

Details

EIN237172087
NTEE codeA68Z
Subsection03
Ruling date1972-02
Formed1971
Employees63
Volunteers35
MOZART FESTIVAL ASSOCIATION — Mission, Financials & Grants Received | Grantivo