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SAN Francisco Ballet Endowment Foundation

Public charity990-T FY2023
DBA: FOUNDATION
Other · SAN FRANCISCO, CA · EIN 94-2747262

About

The SAN francisco ballet endowment foundation (the foundation) is responsible for management and oversight-holding of endowment funds for the benefit of SAN francisco ballet association. The ballet has a policy of appropriating for distribution each year up to a maximum of 5% of its endowment funds' average fair value over the prior twelve quarters years as of JUNE 30, preceding the fiscal year in which the distribution is planned. Typically, the distribution supports new SAN francisco ballet works and productions, the ballet's orchestra and music, artistic innovation, touring, dance education, scholarships, and the SAN francisco ballet school. Depending UPON market conditions and the needs and available resources of the association, appropriations for expenditure from individual endowments may be temporarily suspended to facilitate preservation of the endowment.

DBA Foundation

Donations are tax-deductible
Category
Other
Employees
2
Volunteers
8

Financial Snapshot

FY ending 2023-06-30
Revenue
$8.2M
Expenses
$11.8M
Assets
$111.9M
Liabilities
$631K

Financial history

$11.8M$5.9M$0
1617181920212223
RevenueExpenses
Latest FY2023: $8.2M · Peak FY2019: $9.3M · Avg: $4.4M

Foreign activity (Schedule F)

Total spent abroad$31.5M
Foreign employees0
Foreign offices0
Foreign partnership interestYes
Foreign trust interestNo
RegionActivitySpent
CENTRAL AMERICA AND THE CARIBBEAN
EUROPE (INCLUDING ICELAND & GREENLAND)

Political & Grant Activity

Campaign Spending
Lobbying
Grants Given
$10.8M
SAN FRANCISCO BALLET ENDOWMENT FOUNDATION
Your actions

Address

455 Franklin ST
SAN Francisco, CA, 94102-443

Governance

Voting board members8
Independent members8
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %28.8%
Permanent endowment %71.2%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
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