Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 498,787 | 428,307 | 428,741 | 524,050 | 560,807 | 2,440,692 |
| 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 | 498,787 | 428,307 | 428,741 | 524,050 | 560,807 | 2,440,692 |
| 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) .. | 347,506 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,093,186 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 498,787 | 428,307 | 428,741 | 524,050 | 560,807 | 2,440,692 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 26,939 | 28,134 | 30,385 | 31,432 | 29,532 | 146,422 |
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 2,587,114 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.).. | ||||||
| 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 | ||||
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE 51ST ANNUAL NATIONAL CHAMBER MUSIC COMPETITION WAS HELD IN-PERSON AT THE UNIVERSITY OF NOTRE DAME IN MAY 2024. THE EVENT FEATURED 59 CHAMBER ENSEMBLES COMPRISING 230 INDIVIDUAL COMPETITORS REPRESENTING 35 COUNTRIES AND TERRITORIES AND 37 STATES. DURING THE THREE DAYS OF LIVE COMPETITION, FISCHOFF ENSEMBLES PRESENTED 94 COMPETITION PERFORMANCES OPEN TO THE PUBLIC, 12 SCHOOL PROGRAMS, 7 COMMUNITY PERFORMANCES, AND REACHED OVER 11,000 LIVESTREAM VIEWERS. FISCHOFF CONTINUED THE LIFT EVERY VOICE PRIZE FOR BEST PERFORMANCE OF A PIECE BY A HISTORICALLY UNDERREPRESENTED COMPOSER IN THE CHAMBER MUSIC WORLD. THIS PRIZE FOCUSED ON WORKS BY WOMEN, BLACK, ASIAN, AND LATINO/A COMPOSERS. SENIOR DIVISION MUSICIANS WERE ELIGIBLE TO SUBMIT A VIDEO PERFORMANCE FOR A CHANCE TO WIN A CASH PRIZE AND ADDITIONAL PERFORMANCE OPPORTUNITIES DURING THE COMPETITION WEEKEND. THE FISCHOFF DOUBLE GOLD TOUR FEATURED THE 2023 FISCHOFF COMPETITION SENIOR DIVISION GOLD MEDALISTS, POIESIS QUARTET AND KODACHROME. THEY PRESENTED CONCERTS AND OUTREACH PROGRAMS ACROSS THE MIDWEST, REACHING OVER 30,000 CHILDREN, YOUTH, AND ADULTS ONLINE AND IN-PERSON THE GRAND PRIZE TOUR FEATURED TERRA STRING QUARTET ,WHO REACHED AUDIENCES IN ITALY DURING THE EMILIA ROMAGNA FESTIVAL. FISCHOFF'S 2023 ANN DIVINE EDUCATOR AWARD WINNER, KENARI QUARTET, CONDUCTED A WEEK-LONG ARTS-IN-EDUCATION RESIDENCY IN NORTHERN INDIANA, PRESENTING WORKSHOPS, MASTERCLASSES AND INTERACTIVE CONCERTS IN SCHOOLS, COMMUNITY CENTERS AND LIBRARIES, REACHING APPROXIMATELY 1,494 STUDENTS AND 289 ADULTS. AS PART OF FISCHOFF'S SIGNATURE, STORIES AND MUSIC (SAM I AM) PROGRAM, KENARI QUARTET BROUGHT TO LIFE THE CHILDREN'S BOOK, "MY VERY FAVORITE BOOK IN THE WHOLE WIDE WORLD," FOR APPROXIMATELY 1,005 ELEMENTARY SCHOOL STUDENTS GIFTING OVER 1,080 FREE BOOKS. THE DOUBLE GOLD TOUR OUTREACH AND THE ARTS-IN-EDUCATION RESIDENCY PROGRAMS REACHED APPROXIMATELY 4,408 CHILDREN, YOUTH AND ADULTS IN THE MICHIANA AREA AND BEYOND. FISCHOFF'S CHAMBER MUSIC ACADEMY CELEBRATED ITS 25TH YEAR OF PROVIDING MENTORING AND CHAMBER MUSIC STUDIES THROUGH TUITION-FREE PROFESSIONAL COACHING SESSIONS TO MICHIANA JUNIOR HIGH AND HIGH SCHOOL MUSIC STUDENTS. SEVENTY-FOUR STUDENTS PARTICIPATED IN THE PROGRAM, MORE THAN DOUBLING PARTICIPATION FROM THE 2023-2024 YEAR. STUDENTS REPRESENTED TWENTY-THREE SCHOOLS IN SOUTH BEND, GRANGER, MISHAWAKA, ELKHART, GOSHEN, LAPORTE, LAKEVILLE AND WARSAW IN INDIANA, AND ST. JOSEPH, MICHIGAN. 18 ENSEMBLES PARTICIPATED IN OUTREACH PERFORMANCES, MASTERCLASSES, AND AN ANNUAL PUBLIC CONCERT. IN 2022-23, ACADEMY ENSEMBLES PERFORMED FOR A TOTAL AUDIENCE OF APPROXIMATELY 3,415 CHILDREN, YOUTH, AND ADULTS IN INDIANA AND MICHIGAN. FURTHER, ACADEMY ENSEMBLES MUSIC FOR WON THE GEOFFROY PRIZE IN THE 51ST ANNUAL COMPETITION AS THE HIGHEST RANKING JUNIOR ENSEMBLE ENTERING THE COMPETITION WITHING A 60-MILE RADIUS OF SOUTH BEND. THE 2ND SUMMER CHAMBER MUSIC INTENSIVE PROGRAM WAS HELD ON THE CAMPUS OF SAINT MARY'S COLLEGE IN JUNE, ENROLLING 37 STUDENT MUSICIANS IN A WEEK-LONG SERIES OF PERFORMANCES, COACHING SESSIONS, MASTERCLASSES, AND COMMUNITY OUTREACH. THE INTENSIVE ALSO FEATURED FISCHOFF COMPETITION ALUMNI AND 2018 SENIOR STRING DIVISION BRONZE MEDAL WINNER THALEA STRING QUARTET AND COMPETITION HONORARY CHAIR DR. KEVIN KWAN LOUCKS AS FACULTY-IN-RESIDENCE, REACHING 1170 TOTAL AUDIENCE MEMBERS IN ST. JOSEPH COUNTY THROUGH 111 INDIVIDUAL EVENTS. |
| FORM 990, PART VI | LINE 15A - THE INDEPENDENT BOARD OF DIRECTORS SETS THE COMPENSATION OF ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR AND BOOKKEEPER, BUT DOES NOT TAKE INTO ACCOUNT COMPARABILITY DATA. THIS WAS LAST DONE IN OCTOBER 2024. LINE 15B - THE INDEPENDENT BOARD OF DIRECTORS SETS THE COMPENSATION OF EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR AND BOOKKEEPER, BUT DOES NOT TAKE INTO ACCOUNT COMPARABILITY DATA. THIS WAS LAST DONE IN OCTOBER 2024. |
| FORM 990, PAGE 6, PART VI, LINE 2 | BRIAN CASEY LISA CASEY DIRECTOR DIRECTOR FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ENTIRE TAX RETURN, INCLUDING SCHEDULE B, WAS PROVIDED TO, AND REVIEWED BY, THE BOARD TREASURER. THE ENTIRE TAX RETURN EXCEPT FOR SCHEDULE B WAS PROVIDED TO, AND REVIEWED BY, THE ENTIRE BOARD OF DIRECTORS AT THE FEBRUARY 2025 BOARD MEETING BEFORE BEING SIGNED AND FILED BY THE EXECUTIVE DIRECTOR. SCHEDULE B IS REDACTED FROM THE COPY PROVIDED TO THE ENTIRE BOARD BECAUSE DONORS(WHO INCLUDE BOARD MEMBERS) HAVE AN EXPECTATION OF PRIVACY WITH REGARD TO THEIR DONATIONS THAT WOULD BE VIOLATED IF SCHEDULE B WERE TO BE PROVIDED TO THE ENIRE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A COPY OF OUR CONFLICT OF INTEREST POLICY IS FUIRNISHED TO EACH DIRECTOR, OFFICER, AND EMPLOYEE, AND IS REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND EMPLOYEES. ANY CONFLICT OF INTEREST WILL BE DISCLOSED TO THE BOARD OF DIRECTORS BY THE PERSON CONCERNED, AND THE INTERESTED PERSON SHALL NOT VOTE ON THE MATTER. IN ADDITION, UNLESS REQUESTED BY THE BOARD, THE INTERESTED PERSON SHALL RETIRE FROM THE ROOM DURING DISCUSSION OF THE MATTER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTISTIC DIRECTOR 17,000 0 0 COACHING 9,350 0 0 COMPETITION JURORS AND SCREEN 34,996 0 0 COMPETITION TECHNICIANS 34,378 0 0 MUSICIANS 30,142 0 0 OTHER 2,808 2,616 0 TOTAL 128,674 2,616 0 |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF BENEFICIAL INTEREST 33,652 |
| Software ID: | |
| Software Version: |