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Nonprofiteer
← SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR

Form 990 for tax year 2024

Filed by SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR.

Totals

Total revenue
$1,376,387
Total expenses
$230,457
Contributions and grants received
$499,874
Grants paid
$190,684
Program service revenue
$0
Investment income
$876,513
Other revenue
$0
Total assets, end of year
$4,440,990
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,440,990
Program services expenses (Part IX)
$195,044
Management and general expenses
$35,413
Fundraising expenses
$0
Program service expenses (Part III)
$195,044

Program services were 84.6% 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

    $499,874

  • 3 · Investment income

    total $147,907 · excluded $147,907

  • 7a · Gross sales of assets other than inventory

    securities $3,751,422

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

    securities $3,022,816

  • 7c · Gain or loss

    securities $728,606

  • 7d · Net gain or loss

    total $728,606 · excluded $728,606

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $190,684 · program services $190,684

  • 5 · Compensation of officers, directors and key employees

    total $36,104 · program services $3,610 · management and general $32,494

  • 11c · Fees: accounting

    total $750 · program services $750

  • 24a · Other expenses: FOREIGN TAXES

    total $2,869 · management and general $2,869

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $50 · management and general $50

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $88,025 · end of year $175,833

  • 11 · Investments: publicly traded securities

    beginning of year $3,207,044 · end of year $4,265,157

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,295,069 · end of year $4,440,990

Mission and programs · 2024

Mission

INCOME EARNED ON CONTRIBUTIONS IS DISTRIBUTED TO SUPPORT THE SAN DIEGO OPERA ASSOCIATION FOR USE IN ITS EXEMPT PURPOSE

  • GRANT PAID TO SUPPORTED ORGANIZATION - SAN DIEGO OPERA ASSOCIATION

    Expenses $195,044 · Grants $190,684

As filed on the 2024 return.

Listed in Part VII

  • US BANK N A

    TRUSTEE

    Total calculated
    $36,104
    From this org
    $36,104
    From related orgs
    $0
    Other
    $0

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.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202543149349301824

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