TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) MICHAEL BROWN...................................................................... PRESIDENT, DIRECTOR	40.00 .................	X	X	229,518	10,124
(2) ESTEVAN RAEL-GALVEZ...................................................................... DIRECTOR	1.00 .................	X		0	0
(3) KEN COLE...................................................................... CHAIR	2.00 .................	X	X	0	0
(4) ELIZABETH GLASSMAN...................................................................... VICE CHAIR	1.00 .................	X	X	0	0
(5) JOE BRACEWELL...................................................................... TREASURER	1.00 .................	X	X	0	0
(6) JOHN ARROYO...................................................................... SECRETARY	1.00 .................	X	X	0	0
(7) ALEX BARKER...................................................................... DIRECTOR	1.00 .................	X		0	0
(8) NANCY BERN...................................................................... DIRECTOR	1.00 .................	X		0	0
(9) NED BLACKHAWK...................................................................... DIRECTOR	1.00 .................	X		0	0
(10) DOROTHY BRACEY...................................................................... DIRECTOR	1.00 .................	X		0	0
(11) DON BRENNIS...................................................................... DIRECTOR	1.00 .................	X		0	0
(12) BRENDA CHILD...................................................................... DIRECTOR	1.00 .................	X		0	0
(13) LARRY COLTON...................................................................... DIRECTOR	1.00 .................	X		0	0
(14) JOE COLVIN...................................................................... DIRECTOR	2.00 .................	X		0	0
(15) THOMAS CONNER...................................................................... DIRECTOR	1.00 .................	X		0	0
(16) SUSAN FOOTE...................................................................... DIRECTOR	1.00 .................	X		0	0
(17) ED GALE...................................................................... DIRECTOR	1.00 .................	X		0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) DONALD LAMM........................................................................ DIRECTOR	1.00 .......................	X		0	0
(19) LOUISE LAMPHERE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(20) JUNE LORENZO........................................................................ DIRECTOR	1.00 .......................	X		0	0
(21) ANN MORTON........................................................................ DEVELOPMENT CHAIR	1.00 .......................	X		0	0
(22) JOHN NIETO-PHILLIPS........................................................................ AAA CHAIR	1.00 .......................	X		0	0
(23) JULIE RIVERS........................................................................ DIRECTOR	1.00 .......................	X		0	0
(24) STEVE ROBINSON........................................................................ DIRECTOR	1.00 .......................	X		0	0
(25) JERRY SABLOFF........................................................................ DIRECTOR	1.00 .......................	X		0	0
(26) DON SIEGEL........................................................................ DIRECTOR	1.00 .......................	X		0	0
(27) GREG SMITH........................................................................ GOVERNANCE CHAIR	1.00 .......................	X		0	0
(28) DIANE VENNEMA........................................................................ DIRECTOR	1.00 .......................	X		0	0
(29) KATHLEEN WALL........................................................................ DIRECTOR	1.00 .......................	X		0	0
(30) SCOTT WAUGH........................................................................ DIRECTOR	1.00 .......................	X		0	0
(31) LYNNE WITHEY........................................................................ AUDIT CHAIR	1.00 .......................	X		0	0
(32) DAVID YOUNG........................................................................ DIRECTOR	1.00 .......................	X		0	0
(33) ALEX KALANGIS........................................................................ VP FIN. AND ADMIN	40.00 .......................		X	52,587	5,908
(34) JORGE FONSECA........................................................................ VP FIN. AND ADMIN	40.00 .......................		X	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
DR ESTEVAN RAEL-GALVEZ, PO BOX 32628 SANTA FE,NM87594	ADMINISTER RESEARCH GRANT	151,500
BARBARA FELIX 343 WEST MANHATTAN AVENUE SANTA FE,NM87501	ARCHITECTURAL SERVICES	107,399
PERFORMANT SOFTWARE PO BOX 2644 CHARLOTTESVILLE,VA22902	DATABASE MANAGEMENT SERVICES	100,783


2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 3

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	2,361,847	2,445,353	3,494,942	4,283,206	1,895,672	14,481,020
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	2,361,847	2,445,353	3,494,942	4,283,206	1,895,672	14,481,020
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						5,525,766
6	Public support. Subtract line 5 from line 4.						8,955,254

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	2,361,847	2,445,353	3,494,942	4,283,206	1,895,672	14,481,020
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	656,754	625,177	537,515	592,963	760,350	3,172,759
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..					20,197	20,197
11	Total support. Add lines 7 through 10						17,673,976

Gross receipts from related activities, etc. (see instructions) ..................

905,677

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

50.670 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

49.160 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2022 AMOUNT: $ 20,197.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization SCHOOL FOR ADVANCED RESEARCH

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization SCHOOL FOR ADVANCED RESEARCH		Employer identification number 85-0125045

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization SCHOOL FOR ADVANCED RESEARCH			Employer identification number 85-0125045
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2022)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	21,928,043	26,609,109	22,267,401	23,676,052	23,942,309
b	Contributions ...	72,018		41,518	5,000	33,753
c	Net investment earnings, gains, and losses	2,339,679	-3,556,420	5,497,074	-259,151	768,979
d	Grants or scholarships ...	103,124	104,000	126,652	117,126	144,000
e	Other expenditures for facilities and programs ...	961,960	972,592	1,025,554	994,875	881,568
f	Administrative expenses ....	40,458	48,054	44,678	42,499	43,421
g	End of year balance ......	23,234,198	21,928,043	26,609,109	22,267,401	23,676,052

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

38.740 %

Permanent endowment SchDMd Bullet

49.200 %

Term endowment SchDMd Bullet

12.060 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	86,331		86,331
b	Buildings ....	3,573,875	3,060,295	513,580
c	Leasehold improvements	2,914,875	2,844,686	70,189
d	Equipment ....	1,146,036	1,020,375	125,661
e	Other .....	45,053		45,053
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				840,814

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)LAND HELD FOR FUTURE USE	1,945,744	C
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	1,945,744

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	22,151
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,766,914
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	2,230,213
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	2,230,213
3	Subtract line 2e from line 1..................			3	2,536,701
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	48,638
b	Other (Describe in Part XIII.) ...........	4b	-41,225
c	Add lines 4a and 4b....................			4c	7,413
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,544,114

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	4,737,772
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	33,446
e	Add lines 2a through 2d....................			2e	33,446
3	Subtract line 2e from line 1...................			3	4,704,326
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	48,638
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	48,638
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	4,752,964

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 1A:	THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SCHOOL'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. THE SCHOOL ADHERES TO THE POLICIES OF THE AMERICAN ALLIANCE OF MUSEUMS, WHICH DISCOURAGES THE ASSIGNMENT OF DOLLAR VALUES TO COLLECTIONS NOT INTENDED FOR SALE IN THE MARKETPLACE. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND ARE DESIGNATED FOR COLLECTION ACQUISITION AND CARE.
PART III, LINE 4:	THE COLLECTION IS COMPOSED OF OVER 12,000 ITEMS INCLUDING CERAMICS, TEXTILES, WORKS ON PAPER AND PAINTINGS, BASKETRY, JEWELRY, CARVED FIGURES KNOWN AS KACHINAS, AND A VARIETY OF OTHER ITEMS OF MATERIAL CULTURE. THE GOAL IS TO BRIDGE THE DIVIDE BETWEEN CREATIVITY AND SCHOLARSHIP BY SUPPORTING INITIATIVES AND PROJECTS IN NATIVE STUDIES, ART HISTORY, AND CREATIVE EXPRESSION THAT ILLUMINATE THE INTERSECTIONS OF THE SOCIAL SCIENCES, HUMANITIES, AND ARTS. THIS IS ACCOMPLISHED BY FOSTERING DIALOGUE AMONG ARTISTS, RESEARCHERS, SCHOLARS, AND COMMUNITY MEMBERS THROUGH COLLECTIONS-BASED SEMINARS, SYMPOSIA, INTERNSHIPS, AND OBJECT LOANS TO OTHER INSTITUTIONS.
PART V, LINE 4:	THE ENDOWMENT PROVIDES ON-GOING SUPPORT FOR BOTH SPECIFIC PROGRAMS AND FOR GENERAL OPERATION NEEDS. THE ENDOWMENT IS INVESTED IN A MANNER TO FIRST PRESERVE CAPITAL AND THEN TO PROVIDE SUPPORT FOR THE SCHOOL.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF SALES RECLASSIFICATION -41,225.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	GAAP FIN. STMT. INVENTORY ADJUSTMENT -7,779. COST OF SALES RECLASSIFICATION 41,225.

Schedule D (Form 990) 2021

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
SCHOOL FOR ADVANCED RESEARCH

Employer identification number
85-0125045

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) STIPENDS	4	180,000
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

EACH AWARD IS ASSIGNED A SPECIFIC ACCOUNTING CODE TO TRACK THE FUNDING AND EXPENDITURES ASSOCIATED WITH THE GRANT. SAR DIVISION HEADS ARE RESPONSIBLE FOR MANAGING THE DAY-TO-DAY OPERATIONS OF THEIR RESPECTIVE GRANT(S). EACH EXPENDITURE MUST BE APPROVED AND CODED BY THE DIVISION HEAD AND IS THEN REVIEWED BY THE BUSINESS OFFICE FOR ACCURACY PRIOR TO PAYMENT. EXPENDITURE REPORTS ARE PREPARED BY THE BUSINESS OFFICE ON A QUARTERLY BASIS AND REVIEWED BY THE DIVISION HEAD AND THE VP, FINANCE TO ENSURE THAT EXPENDITURE PATTERNS ARE IN LINE WITH THE GRANT BUDGET.

PART III, STIPENDS:

$180,000 IN SCHOLRSHIPS WERE PAID DIRECTLY TO THE EDUCATION INSTITUTION OF THE RECIPIENT FOR APPLICATION AGAINST THE RECIPIENT'S TUITION AND FEES. NO ADDITIONAL STIPEND AMOUNTS WERE PAID DIRECTLY TO THE RECIPIENT FOR TUITION AND FEES.

Schedule I (Form 990) 2022

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MICHAEL BROWN PRESIDENT, DIRECTOR	(i) (ii)	229,518 ------------- 0	0 ------------- 0	0 ------------- 0	9,234 ------------- 0	890 ------------- 0	239,642 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	THE BOARD OF DIRECTORS NEGOTIATE THE PRESIDENT'S SALARY AND CONTRACT BASED ON COMPARABLE DATA FROM COMPARABLE ORGANIZATIONS.
PART I, LINE 7	THE BOARD WILL APPROVE MERIT BONUSES FROM TIME TO TIME.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DR ESTEVEN RAEL-GALVEZ	BOARD MEMBER	544,268	DURING THE YEAR ENDED JUNE 30, 2022, THE SCHOOL BEGAN SERVING AS THE FISCAL SPONSOR FOR A $1.5 MILLION RESEARCH PROJECT RELATED TO ITS MISSION. THE PROJECT MANAGER IS FORMER NEW MEXICO STATE HISTORIAN, AND CURRENTLY SERVES AS A MEMBER OF THE SCHOOL'S BOARD OF DIRECTORS.AS THE FISCAL SPONSOR, THE SCHOOL TAKES RESPONSIBILITY TO ACCEPT FUNDING AND ENSURING ALL FUNDS ARE SPENT IN ACCORDANCE WITH ANY RESTRICTIONS ACCOMPANYING RELATED FUNDS.PROGRAM EXPENSES INCURRED UNDER THIS GRANT IN FISCAL YEAR 6/2023 - $544,268. DURING THE 2022 CALENDAR YEAR, DR. RAEL-GALVEZ RECEIVED 151,500 IN NON-EMPLOYEE COMPENSATION FOR DIRECTING THE ADMINISTRATION OF THIS GRANT AS REPORTED IN PART VII, SECTION B, OF THE FORM 990.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....	X	2	0	SEE PART II, LINE 33
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	6	233,980	MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2022)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE NUMBER OF DONORS ARE LISTED.
PART I, LINE 33:	THE SCHOOL ADHERES TO THE POLICIES OF THE AMERICAN ALLIANCE OF MUSEUMS WHICH DISCOURAGES THE ASSIGNMENT OF DOLLAR VALUES TO COLLECTIONS NOT INTENDED FOR SALE IN THE MARKETPLACE.

Schedule M (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

SCHOOL FOR ADVANCED RESEARCH

Employer identification number

85-0125045

Return Reference	Explanation
FORM 990, PART III, LINE 1	THE SCHOOL FOR ADVANCED RESEARCH (SAR) ADVANCES UNDERSTANDING OF HUMANITY THROUGH A UNIQUE ALCHEMY OF CREATIVE PRACTICE AND SCHOLARLY RESEARCH IN NATIVE AMERICAN ARTS, ANTHROPOLOGY, AND RELATED DISCIPLINES. ITS VISION IS TO BE A NEXUS OF SCHOLARS AND ARTISTS, CREATIVE THINKERS AND CURIOUS LEARNERS, WHERE WE EXCHANGE IDEAS, BRING LIFE TO HISTORY, EXPLORE THE PRESENT, AND BROADEN PERSPECTIVES IN PURSUIT OF A MORE INFORMED AND EQUITABLE SOCIETY.
FORM 990, PART III, LINE 4C	PUBLIC PROGRAMS - THE CREATIVE THOUGHT FORUM (CTF) IS THE CENTERPIECE OF SAR'S PUBLIC PROGRAMS. THE GOAL OF THE CTF IS TO PROVIDE ACCESS TO INNOVATIVE THINKERS WHOSE WORK ILLUMINATES TOPICS OF BROAD PUBLIC CONCERN, RANGING FROM CLIMATE CHANGE AND GROWING SOCIAL INEQUALITY TO THE UNANTICIPATED RISKS POSED BY NEW TECHNOLOGIES. OTHER SPEAKERS MAY BE WORKING ON PROJECTS OF NO IMMEDIATE UTILITY, BUT WHICH CHALLENGE OUR IMAGINATION AND EXPAND OUR SENSE OF THE POSSIBLE. THE CTF INITIATIVE COMPLEMENTS SAR'S LONGSTANDING COMMITMENT TO PROGRAMMING FOCUSED ON THE HISTORY AND DIVERSE CULTURES OF THE SOUTHWEST. THROUGH SAR'S PUBLIC PROGRAMS, MEMBERS AND THE GENERAL PUBLIC ARE OFFERED THE OPPORTUNITY TO PARTICIPATE IN PUBLIC LECTURES, SALONS, SCHOLAR COLLOQUIA, ARTISTS' PRESENTATIONS, FIELD TRIPS, AND OTHER PROGRAMS BOTH VIRTUALLY AND ON THE SAR CAMPUS. SAR STRIVES TO MAKE PROGRAMMING AVAILABLE AND ENGAGE INQUIRING MINDS WITH THE WORK OF EMERGING THOUGHT-LEADERS.
FORM 990, PART VI, SECTION A, LINE 1A	COMMITTEES INCLUDE ACADEMIC AND ARTISTIC AFFAIRS (AAA), AUDIT, DEVELOPMENT, FINANCE, GOVERNANCE & NOMINATIONS. THESE COMMITTEES ARE MADE UP OF BOARD MEMBERS AND SAR FUNCTIONAL STAFF DIRECTORS. THE AAA COMMITTEE DOES HAVE TWO NON-BOARD MEMBERS. AAA OVERSEES ACCESSION AND DE-ACCESSION RECOMMENDATIONS, POLICIES REGARDING THE COLLECTION AND MATTERS AND POLICIES CONCERNING THE SCHOOL'S SCHOLAR PROGRAMS. THE AUDIT COMMITTEE REVIEWS THE ANNUAL AUDITED FINANCIAL STATEMENTS, THE 990 TAX FILING, AND RISK MANAGEMENT CONCERNS. THE FINANCE COMMITTEE REVIEWS FINANCIAL MATTERS INCLUDING PERIODIC FINANCIAL RESULTS TO BUDGET, APPROVAL OF ANNUAL BUDGET, REVIEW OF INVESTMENT PORTFOLIO PERFORMANCE AND MAKES RECOMMENDATIONS REGARDING INVESTMENT POLICIES AND PRACTICES. THE GOVERNANCE COMMITTEE REVIEWS GENERAL OVERSIGHT OF THE ORGANIZATION, INCLUDING POLICIES AND PRACTICES, NOMINATION AND VETTING OF PROSPECTIVE BOARD MEMBERS, LEGAL CONSIDERATIONS AND TRENDS OF INTEREST TO SCHOOL'S PRACTICES AND MISSION.
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE 990 IS REVIEWED BY THE TAX MANAGER/PARTNER RESPONSIBLE FOR ITS PREPARATION WITH MEMBERS OF THE SAR AUDIT COMMITTEE. QUESTIONS ARE PRESENTED AND ANY COMMENTS MADE AND QUESTIONS ANSWERED. IF THERE ARE ANY ISSUES OR CONCERNS, THESE ARE CONSIDERED. ANY CHANGES NECESSARY ARE MADE AND ONCE THE COMMITTEE IS SATISFIED THE FINAL DRAFT 990 IS PROVIDED TO THE FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING BEFORE THE RETURN IS FILED. A FILING EXTENSION IS TYPICALLY REQUESTED AS BOARD MEMBERS REVIEW THE 990 AT THE SEMI-ANNUAL MEETING HELD AT THE END OF FEBRUARY EACH YEAR. THE 990 IS FILED FOLLOWING BOARD REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	EFFECTIVE NOVEMBER OF 2013, THE BOARD ADOPTED A MORE FORMAL POLICY THAT NOW REQUIRES BOARD MEMBERS TO BE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A STATEMENT THAT THEY ARE NOT IN CONFLICT WITH THE POLICY EACH YEAR. EACH BOARD MEMBER IS COVERED UNDER THE CONFLICT OF INTEREST POLICY ADMINISTERED BY THE GOVERNANCE COMMITTEE. EACH BOARD MEMBER IS COVERED UNDER THE CONFLICT OF INTEREST POLICY ADMINISTERED BY THE GOVERNANCE COMMITTEE. IF A POTENTIAL MATERIAL CONFLICT IS IDENITFIED, THE GOVERNANCE COMMITTEE PRESENTS THE INFORMATION TO THE BOARD FOR REVIEW. THE BOARD THEN VOTES ON WHAT ACTION TO TAKE AND/OR RESTRICTIONS OR DISCIPLINARY ACTION TO IMPOSE. DOCUMENTATION OF ANY ACTION IS RECORDED IN THE MINUTES OF THE RELATED GOVERNANCE COMMITTEE MEETING.
FORM 990, PART VI, SECTION B, LINE 15A	COMPENSATION OF THE PRESIDENT IS REVIEWED BY THE GOVERNANCE COMMITTEE WHEN RENEWAL OF THE EMPLYMENT CONTRACT IS UNDER CONSIDERATION. DATA FROM COMPARABLE NON-PROOFIT ENTITIES IS UTILIZED TO DETERMINE THE CONTRACT TERMS AND COMPENSATION PACKAGE. CONTRACT TERMS AND COMPENSATION PACKAGE PROPOSAL IS PRESNETED TO THE EXECUTIVE COMMITTEE FOR REVIEW, DISCUSSION AND APPROVAL. DISCUSSION AND DECISION ARE RECORDED IN THE EXECUTIVE COMMITTEE MINUTES. THE PRESIDENT REVIEWS COMPENSATION WITH THE VP FINANCE AND ADMINISTRATION AND THE PERSONNEL DIRECTOR ON AN ANNUAL BASIS. DATA FROM LOCAL NON-PROFIT ENTITIES AND COST OF LIVING IS CONSIDERED. DOCUMENTATION OF COMPENSATION DECISIONS IS DEEMED CONFIDENTIAL AND IS RETAINED BY THE PERSONNEL DIRECTOR. THIS IS DONE ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ANNUAL REPORT.
FORM 990, PART IX, LINE 11G	OTHER SERVICES: PROGRAM SERVICE EXPENSES 699,671. MANAGEMENT AND GENERAL EXPENSES 72,105. FUNDRAISING EXPENSES 206,018. TOTAL EXPENSES 977,794.
FORM 990, PART IX, LINE 24E	STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 32,306. MANAGEMENT AND GENERAL EXPENSES 41. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,347. EQUIPMENT PURCHASES AND RENTAL: PROGRAM SERVICE EXPENSES 13,924. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,924.
FORM 990, PART XI, LINE 9:	GAAP FIN. STMT. INVENTORY ADJUSTMENT 7,779.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,283,206	1,895,672
9	Program service revenue (Part VIII, line 2g) .........	44,992	108,776
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	827,731	429,523
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-5,150	110,143
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,150,779	2,544,114
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	250,298	180,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,162,128	2,378,250
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 912,437
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,537,848	2,194,714
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,950,274	4,752,964
19	Revenue less expenses. Subtract line 18 from line 12.......	1,200,505	-2,208,850
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	31,763,679	31,851,144
21	Total liabilities (Part X, line 26).............	261,107	319,430
22	Net assets or fund balances. Subtract line 21 from line 20.....	31,502,572	31,531,714

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,329,816 including grants of $ 180,000 ) (Revenue $ 24,980 )
	SCHOLAR PROGRAMS - THE ADVANCED SEMINAR PROGRAM PROVIDES OPPORTUNITIES FOR SELECT GROUPS OF SCHOLARS IN ANTHROPOLOGY AND RELATED DISCIPLINES TO MEET ON THE SAR CAMPUS AND APPRAISE RESEARCH, SHARE IDEAS, SYNTHESIZE RESULTS, AND DEVELOP NEW AND SIGNIFICANT PERSPECTIVES ON THE HUMAN EXPERIENCE. THE RESIDENT SCHOLAR PROGRAM PROMOTES OUTSTANDING SCHOLARSHIP IN ANTHROPOLOGY AND RELATED DISCIPLINES BY PROVIDING SCHOLARS WITH RESIDENTIAL FELLOWSHIPS SO THAT THEY CAN PREPARE MANUSCRIPTS OR COMPLETE ORIGINAL RESEARCH ON TOPICS THAT FURTHER THE UNDERSTANDING OF THE HUMAN EXPERIENCE. THE STALEY PRIZE PROMOTES EXEMPLARY RESEARCH AND WRITING IN ANTHROPOLOGY BY HONORING THE AUTHORS OF LANDMARK PUBLICATIONS THAT ADD NEW DIMENSIONS TO OUR UNDERSTANDING OF THE HUMAN SPECIES.

4b	(Code: ) (Expenses $ 1,074,728 including grants of $ 0 ) (Revenue $ 3,899 )
	INDIAN ARTS RESEARCH CENTER (IARC) - THE IARC WORKS TO BRIDGE THE DIVIDE BETWEEN CREATIVITY AND SCHOLARSHIP BY ADMINISTERING INITIATIVES CENTERED ON NATIVE AMERICAN STUDIES, ART HISTORY, AND CREATIVE EXPRESSION THAT ILLUMINATE THE INTERSECTIONS OF THE SOCIAL SCIENCES, HUMANITIES, AND ARTS. THIS LOFTY GOAL IS ACCOMPLISHED BY PROVIDING FELLOWSHIP AND INTERNSHIP OPPORTUNITIES FOR ARTISTS AND MUSEUM PROFESSIONALS TO ENGAGE IN UNINTERRUPTED CREATIVITY; FOSTERING DIALOGUE AMONG ARTISTS, SCHOLARS, RESEARCHERS AND COMMUNITY MEMBERS THROUGH SEMINARS AND SYMPOSIA; NURTURING FUTURE ARTS AND MUSEUM PROFESSIONALS THROUGH EXPERIENTIAL TRAINING; AND PROMOTING STUDY AND EXPLORATION OF THE IARC COLLECTION OF NATIVE AMERICAN ARTS.

4c	(Code: ) (Expenses $ 538,258 including grants of $ 0 ) (Revenue $ 99,513 )
	PUBLIC PROGRAMS - SEE SCHEDULE O.

	(Code: ) (Expenses $ 189,974 including grants of $ 0 ) (Revenue $ 41,515 )
	SAR PRESS - THE MISSION OF SAR PRESS IS TO FOSTER RESEARCH ON HUMAN CULTURE, EVOLUTION, HISTORY, AND CREATIVE EXPRESSION THROUGH SUPPORT OF THE ADVANCED SEMINAR, RESIDENT SCHOLAR, AND NATIVE ARTIST FELLOW PROGRAMS AND PUBLICATION OF THE RESULTS OF THOSE PROGRAMS TO A WIDE ARRAY OF SCHOLARLY AND PUBLIC AUDIENCES. SAR PARTNERS WITH THE UNIVERSITY OF NEW MEXICO PRESS (UNM PRESS) TO CO-PUBLISH AND DISTRIBUTE SAR PRESS BOOKS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 189,974 including grants of $ 0 ) (Revenue $ 41,515 )
4e	Total program service expenses3,132,776

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	282,105	0	16,032

		Business Code
2a	FIELD TRIPS	611710	71,405	71,405
b	LECTURES/EVENTS	611710	19,023	19,023
c	TOURS	611710	9,748	9,748
d	CLASS FEES	611710	8,600	8,600
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		108,776

1	Briefly describe the organization’s mission or most significant activities: SAR ADVANCES UNDERSTANDING OF HUMANITY THROUGH A UNIQUE ALCHEMY OF CREATIVE PRACTICE AND SCHOLARLY RESEARCH IN NATIVE AMERICAN ARTS, ANTHROPOLOGY, AND RELATED DISCIPLINES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	28
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	26
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	40
6	Total number of volunteers (estimate if necessary) .............	6	50
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b	351,413
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	111,403

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,432,856

g	Noncash contributions included in lines 1a - 1f:$		1g	233,980

h Total. Add lines 1a-1f.......		1,895,672

3 Investment income (including dividends, interest, and othersimilar amounts) ......			731,535			731,535
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			17,478	17,238		240
		(ii) Personal	(i) Real
6a	Gross rents		44,430	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		44,430	6c
d	Net rental income or (loss).......			44,430	15,855		28,575
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		786,060	7a
b	Less: cost or other basis and sales expenses		1,088,072	7b
c	Gain or (loss)		-302,012	7c
d	Net gain or (loss).........			-302,012			-302,012
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	65,026
b	Less: cost of goods sold ..		10b	41,225
c	Net income or (loss) from sales of inventory..			23,801	23,801
Business Code			Miscellaneous Revenue
11a	OTHER REVENUES		900099	24,434	4,237		20,197
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			24,434
12	Total revenue. See instructions.....			2,544,114	169,907	0	478,535

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	180,000	180,000
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	298,137	89,196	134,124	74,817
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,875,118	1,256,553	245,490	373,075
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	51,936	33,670	6,639	11,627
9	Other employee benefits .......	122,858	73,481	20,865	28,512
10	Payroll taxes ...........	30,201	17,582	5,739	6,880
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	30,213		30,213
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	48,638		48,638
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	977,794	699,671	72,105	206,018
12	Advertising and promotion ....	54,881	4,695	43,736	6,450
13	Office expenses .......	69,791	20,048	29,988	19,755
14	Information technology ......	168,829	87,690	16,856	64,283
15	Royalties ..	6,387	6,387
16	Occupancy ...........	83,266	52,280	26,480	4,506
17	Travel ............	43,420	41,171	790	1,459
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	87,571	76,059	4,869	6,643
23	Insurance ...	69,778	55,430	12,849	1,499
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DIRECT PROGRAM EXPENSES	232,928	232,928
b	SPECIAL EVENTS AND PROJ	145,031	112,286	3,475	29,270
c	FEILD TRIP EXPENSE	75,296			75,296
d	REPAIRS AND MAINTENANCE	54,620	47,419	4,854	2,347
e	All other expenses	46,271	46,230	41
25	Total functional expenses. Add lines 1 through 24e	4,752,964	3,132,776	707,751	912,437
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			271,871	1	126,355
2	Savings and temporary cash investments .........			1,518,799	2	1,273,183
3	Pledges and grants receivable, net ......			1,069,816	3	310,000
4	Accounts receivable, net .............			2,900	4	1,250
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			44,233	8	37,809
9	Prepaid expenses and deferred charges ......			72,575	9	106,954
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	7,766,170
b	Less: accumulated depreciation	10b	6,925,356	838,326	10c	840,814
11	Investments—publicly traded securities .			25,999,415	11	27,187,061
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			1,945,744	13	1,945,744
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			0	15	21,974
16	Total assets. Add lines 1 through 15 (must equal line 33)...			31,763,679	16	31,851,144

17	Accounts payable and accrued expenses .....	213,077	17	195,339
18	Grants payable ...		18
19	Deferred revenue .........	48,030	19	101,940
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	22,151
26	Total liabilities. Add lines 17 through 25..	261,107	26	319,430

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	15,901,570	27	17,299,220
28	Net assets with donor restrictions ...........	15,601,002	28	14,232,494
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	31,502,572	32	31,531,714
33	Total liabilities and net assets/fund balances ........	31,763,679	33	31,851,144