Nonprofit · EIN 94-2747262
SAN FRANCISCO BALLET ENDOWMENT FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,556,521 | $11,455,755 | $5,100,766 | $171,133,669 | $988,781 | $170,144,888 |
| June 30, 2024 | 990 | $57,649,644 | $6,199,725 | $51,449,919 | $158,954,966 | $1,039,453 | $157,915,513 |
| June 30, 2023 | 990 | $8,228,961 | $11,773,497 | -$3,544,536 | $111,913,362 | $630,602 | $111,282,760 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,755,918
- Program service revenue
- $0
- Investment income
- $14,800,603
- Net gain from sales of assets
- $4,552,303
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,280,468
- Compensation of officers, directors and key employees
- $274,327
- Other salaries and wages
- $177,916
- Salaries, compensation and benefits (total)
- $487,229
- Professional fundraising fees
- $0
- Accounting fees
- $63,654
- Occupancy
- $1,870
- Program services (functional)
- $10,807,660
- Management and general (functional)
- $198,974
- Fundraising (functional)
- $449,121
Balance sheet and other
- Total assets, start of year
- $158,954,966
- Total assets, end of year
- $171,133,669
- Total liabilities, end of year
- $988,781
- Net assets, end of year
- $170,144,888
- Publicly traded securities
- $99,159,020
- Net assets without donor restrictions
- $36,561,767
- Net assets with donor restrictions
- $133,583,121
- Gross unrelated business income
- $13,082
- Gross receipts
- $222,254,670
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1980
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER (THRU 12/24) Officer | 10 | $62,445 | $249,779 | $47,651 |
| CARMEN CREEL | SECRETARY Officer | 2 | $0 | $105,518 | $10,770 |
| NANCY KUKACKA | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| THOMAS E HORN | TREASURER (THRU 1/25) Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| ALKA SINGAL | DIRECTOR (AS OF 8/24) Trustee or director | 2 | $0 | $0 | $0 |
| HILARY C PIERCE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD C BARKER | DIRECTOR (THRU 5/25) Trustee or director | 2 | $0 | $0 | $0 |
| SALLY X YU | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN S BRIGGS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LYNDA GUSTAFSON | INTERIM CFO (THRU 9/25) Officer | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER Officer | 10 | $52,647 | $210,589 | $8,248 |
| CARMEN CREEL | SECRETARY (AS OF 08/2023) Officer | 2 | $5,253 | $99,800 | $8,361 |
| KATHARINE CHAMBERS | SECRETARY (THRU 07/2023) Officer | 2 | $658 | $12,493 | $5,214 |
| NANCY KUKACKA | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| THOMAS E HORN | TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| HILARY C PIERCE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LARISSA K ROESCH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD C BARKER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SALLY X YU | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN S BRIGGS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER Officer | 10 | $59,688 | $238,751 | $8,459 |
| KATHARINE CHAMBERS | SECRETARY Officer | 2 | $2,969 | $56,416 | $9,391 |
| NANCY KUKACKA | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| THOMAS E HORN | TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS Trustee or director | 2 | $0 | $0 | $0 |
| HILARY C PIERCE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LARISSA K ROESCH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD C BARKER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SALLY X YU | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN S BRIGGS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 455 FRANKLIN ST, SAN FRANCISCO, CA 94102-4438
- Principal officer (990 for 2024)
- NANCY KUKACKA, 455 FRANKLIN STREET, SAN FRANCISCO, CA 94102
- Signed the 990
- JUDY GUM, CFO
- Phone
- (415) 861-5600
- Return prepared by
- GRANT THORNTON ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2747262 or by the name SAN FRANCISCO BALLET ENDOWMENT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- SEE SCHEDULE OExpenses $10,807,660 · grants $10,280,468
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2747262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A020)
- Assets (IRS master file)
- $171,133,669
- Income (IRS master file)
- $222,254,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,556,521 | $11,455,755 | $171,133,669 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $57,649,644 | $6,199,725 | $158,954,966 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,228,961 | $11,773,497 | $111,913,362 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | -$5,955,633 | $6,671,233 | $115,604,092 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2747262).
Questions about SAN FRANCISCO BALLET ENDOWMENT FOUNDATION
- What is the EIN of SAN FRANCISCO BALLET ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of SAN FRANCISCO BALLET ENDOWMENT FOUNDATION is 94-2747262.
- Is SAN FRANCISCO BALLET ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SAN FRANCISCO BALLET ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAN FRANCISCO BALLET ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN FRANCISCO BALLET ENDOWMENT FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN FRANCISCO BALLET ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN FRANCISCO BALLET ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 names NANCY KUKACKA.
- Who are the officers and directors of SAN FRANCISCO BALLET ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $62,445 (ROBERT H FORE III, CHIEF FINANCIAL OFFICER (THRU 12/24)).
- How much revenue does SAN FRANCISCO BALLET ENDOWMENT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,556,521, expenses of $11,455,755 and total assets of $171,133,669 at year end.
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