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Nonprofiteer
← SAN DIEGO SYMPHONY FOUNDATION

Form 990 for tax year 2022

Filed by SAN DIEGO SYMPHONY FOUNDATION.

Totals

Total revenue
$4,337,118
Total expenses
$6,548,928
Contributions and grants received
$980,000
Grants paid
$5,803,400
Program service revenue
$0
Investment income
$3,357,118
Other revenue
$0
Total assets, end of year
$110,066,866
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$110,066,866
Program services expenses (Part IX)
$5,803,400
Management and general expenses
$745,528
Fundraising expenses
$0
Program service expenses (Part III)
$5,803,400

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $980,000

  • 3 · Investment income

    total $3,357,118 · excluded $3,357,118

  • 7a · Gross sales of assets other than inventory

    securities $83,800

  • 7b · Less cost or other basis and sales expenses

    securities $83,800

  • 7c · Gain or loss

    securities $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,803,400 · program services $5,803,400

  • 11c · Fees: accounting

    total $9,617 · management and general $9,617

  • 11f · Fees: investment management

    total $735,911 · management and general $735,911

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,894 · end of year $163

  • 3 · Pledges and grants receivable

    beginning of year $2,505,191 · end of year $2,596,901

  • 12 · Investments: other securities

    beginning of year $104,696,190 · end of year $107,469,802

  • 28 · Net assets with donor restrictions

    beginning of year $107,205,275 · end of year $110,066,866

Mission and programs · 2022

Mission

TO HOLD, ADMINISTER, INVEST AND DISTRIBUTE ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION ON A REGULAR AND TIMELY BASIS. TO SOLICIT ENDOWMENT FUNDS IN ORDER TO PROVIDE FINANCIAL SUPPORT TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO ENCOURAGE ENDOWMENT GIFTS AND GRANTS IN ANY FORM FROM ANY PERSON OR PERSONS, THE DISTRIBUTIONS FROM WHICH SHALL SUPPORT THE PROGRAMS AND ACTIVITIES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO HOLD ALL THE POWERS GRANTED TO A NONPROFIT PUBLIC BENEFIT CORPORATION BY THE LAWS OF THE STATE OF CALIFORNIA, INCLUDING THOSE POWERS IN NONPROFIT CORPORATIONS CODE SECTION 5140.

Activities or mission (Part I)

SUPPORTING ORGANIZATION THAT SUPPORTS THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.

  • SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.

    Expenses $5,803,400 · Grants $5,803,400

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Beth Sirull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • David Snyder

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 4 related

  • Hal Fuson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 4 related

  • Joan K Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Mark Stuart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Martha A Gilmer

    DIRECTOR

    Total calculated
    $484,040
    From this org
    $0
    From related orgs
    $454,686
    Other
    $29,354
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,686 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $14,104 related
    Filer's total
    $0 + $484,040 related

  • Mitchell R Woodbury

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 4 related

  • Robert Caplan Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Sandra Levinson

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2

  • Susan Mallory

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Warren O Kessler MD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 4 related

  • Ellen Whelan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
MARTHA GILMER, DIRECTOR, PARTICIPATES IN A 457(F) PLAN WITH RESPECT TO THE ORGANIZATION'S RELATED PARTY, SDSO. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS MADE FOR TAX YEAR 2022.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431369349313908

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