- Revenue 2024
- $16,556,521
- Expenses 2024
- $11,455,755
Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- A020
- Classification
- 1000
- Street
- 455 FRANKLIN ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE SAN FRANCISCO BALLET ENDOWMENT FOUNDATION WAS ESTABLISHED IN 1980 AND IN 1981 MADE ITS FIRST DISTRIBUTION TO THE SAN FRANCISCO BALLET ASSOCIATION (THE ASSOCIATION), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. (SEE SCHEDULE O) SINCE INCEPTION, STRONG INVESTMENT RETURNS AND CONTRIBUTIONS, PRIMARILY FROM ESTATES AND FROM DONORS, HAVE GROWN SIGNIFICANTLY AND INCREASED THE IMPORTANCE OF THE ENDOWMENT TO THE ASSOCIATION'S REVENUE STREAM. THE FOUNDATION IS INCORPORATED AS A SEPARATE NONPROFIT PUBLIC BENEFIT CORPORATION FOR THE PURPOSE OF HOLDING AND MANAGING ENDOWMENT FUNDS FOR THE BENEFIT OF THE ASSOCIATION. IT SEEKS TO PROVIDE THE ASSOCIATION WITH A RELIABLE SOURCE OF SUPPORT WHILE PROTECTING ITS INVESTMENTS AGAINST INFLATION AND WIDE SWINGS IN THE CAPITAL MARKETS SO THAT THE ASSOCIATION MAY CONTINUE ITS MISSION TO SHARE THE JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE IN THE COMMUNITY AND AROUND THE GLOBE.
Activities or mission (Part I)
HOLDING AND MANAGING FUNDS FOR THE BENEFIT OF THE SAN FRANCISCO BALLET ASSOCIATION.
-
SEE SCHEDULE O
Expenses $10,807,660 · Grants $10,280,468
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Nancy KukackaNANCY KUKACKA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 5 related
-
Thomas E HornTHOMAS E HORN
TREASURER (THRU 1/25)
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
John S OsterweisJOHN S OSTERWEIS
PRESIDENT EMERITUS
- Total calculated
- $0
- Hours/week
- 2 + 10 related
-
Alka SingalALKA SINGAL
DIRECTOR (AS OF 8/24)
- Total calculated
- $0
- Hours/week
- 2
-
Hilary C PierceHILARY C PIERCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Richard C BarkerRICHARD C BARKER
DIRECTOR (THRU 5/25)
- Total calculated
- $0
- Hours/week
- 2
-
Sally X YuSALLY X YU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan S BriggsSUSAN S BRIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert H Fore IIIROBERT H FORE III
CHIEF FINANCIAL OFFICER (THRU 12/24)
- Total calculated
- $359,875
- From this org
- $62,445
- From related orgs
- $249,779
- Other
- $47,651
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $62,445 + $249,779 related
- Bonus
- $0
- Other
- $0
- Deferred
- $1,953 + $7,813 related
- Nontaxable benefits
- $7,577 + $30,308 related
- Filer's total
- $71,975 + $287,900 related
-
Lynda GustafsonLYNDA GUSTAFSON
INTERIM CFO (THRU 9/25)
- Total calculated
- $0
- Hours/week
- 0 + 40 related
-
Carmen CreelCARMEN CREEL
SECRETARY
- Total calculated
- $116,288
- From this org
- $0
- From related orgs
- $105,518
- Other
- $10,770
- Hours/week
- 2 + 38 related
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $16,556,521
- Expenses
- $11,455,755
- Contributions
- $1,755,918
- Grants paid
- $10,280,468
-
2023
- Revenue
- $57,649,644
- Expenses
- $6,199,725
- Contributions
- $50,984,813
- Grants paid
- $5,280,468
-
2022
- Revenue
- $8,228,961
- Expenses
- $11,773,497
- Contributions
- $475,558
- Grants paid
- $10,813,438
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- -$5,955,633
- Expenses
- $6,671,233
- Assets (EOY)
- $115,604,092
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $23,966,743
- Expenses
- $6,437,041
- Assets (EOY)
- $139,886,048
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $3,698,531
- Expenses
- $5,664,457
- Assets (EOY)
- $116,192,033
-
2018 · 990
- Revenue
- $9,282,961
- Expenses
- $6,100,774
- Assets (EOY)
- $126,645,343
-
2017 · 990
- Revenue
- $9,093,586
- Expenses
- $5,811,030
- Assets (EOY)
- $127,218,080
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
SAN FRANCISCO BALLET ASSOCIATION
$10,813,438
2022 THE PURPOSE IS TO SUPPORT SAN FRANCISCO BALLET ASSOCIATION GENERAL OPERATIONS
-
SAN FRANCISCO BALLET ASSOCIATION
$10,280,468
2024 THE PURPOSE IS TO SUPPORT SAN FRANCISCO BALLET ASSOCIATION GENERAL OPERATIONS.
-
SAN FRANCISCO BALLET ASSOCIATION
$5,280,468
2023 THE PURPOSE IS TO SUPPORT SAN FRANCISCO BALLET ASSOCIATION GENERAL OPERATIONS
Grants received
-
$200,000
2022 ADVISED - FOR THE HELGI TOMASSON STUDIO & HELGI TOMASSON ENDOWMENT FUND.
-
$25,000
2022 HELGI TOMASSON STUDIO AND ENDOWMENT FUND
-
$20,000
2024 GIFT INSTALLMENT FOR THE HELGI TOMASSON STUDIO & HELGI TOMASSON ENDOWMENT FUND
-
$20,000
2023 GIFT INSTALLMENT FOR THE HELGI TOMASSON STUDIO & HELGI TOMASSON ENDOWMENT FUND
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
SAN FRANCISCO BALLET ASSOCIATION
501(C)(3) · BALLET · CA
Declared as related by
-
SAN FRANCISCO BALLET ASSOCIATION
On its 2024 return as a controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
CHARITABLE GIFT ANNUITIES (40)
T · INVESTMENT COMPANY · CA
-
CHARITABLE REMAINDER UNITRUSTS (4)
T · INVESTMENT COMPANY · CA
-
POOLED INCOME FUND (6)
T · INVESTMENT COMPANY · CA
-
POOLED INCOME FUND (1)
T · INVESTMENT COMPANY · IL
-
POOLED INCOME FUND (1)
T · INVESTMENT COMPANY · OR
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.