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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$159.0M
+42.0% YoY
Annual Giving
$5.3M
-51.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5.3M
-51.2% YoY
About San Francisco Ballet Endowment
Based on IRS filings
San Francisco Ballet Endowment is a nonprofit organization focused on Arts, Culture & Humanities, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $159.0M in total assets. In 2024, it awarded 1 grants totaling $5.3M. Net investment income was $6.7M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $158,954,966 | $111,913,362 | $115,604,092 |
| Revenue | $57,649,644 | $8,228,961 | $-5,955,633 |
| Expenses | $6,199,725 | $11,773,497 | $6,671,233 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $6,663,857 | $7,753,403 | $-8,289,343 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include San Francisco Ballet Association ($5,280,468).
| Recipient | Purpose | Amount |
|---|---|---|
| SAN FRANCISCO BALLET ASSOCIATION SAN FRANCISCO, CA | THE PURPOSE IS TO SUPPORT SAN FRANCISCO BALLET ASSOCIATION GENERAL OPERATIONS | $5,280,468 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY KUKACKA | PRESIDENT | 5 | — |
| THOMAS E HORN | TREASURER | 5 | — |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | — |
| HILARY C PIERCE | DIRECTOR | 2 | — |
| LARISSA K ROESCH | DIRECTOR | 2 | — |
| RICHARD C BARKER | DIRECTOR | 2 | — |
| SALLY X YU | DIRECTOR | 2 | — |
| SUSAN S BRIGGS | DIRECTOR | 2 | — |
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 10 | $52,647 |
| KATHARINE CHAMBERS | SECRETARY (THRU 07/2023) | 2 | $658 |
| CARMEN CREEL | SECRETARY (AS OF 08/2023) | 2 | $5,253 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is San Francisco Ballet Endowment?
San Francisco Ballet Endowment is a nonprofit organization focused on Arts, Culture & Humanities, based in SAN FRANCISCO, CA. It holds $159.0M in total assets as of 2024.
How large is San Francisco Ballet Endowment?
As of 2024, San Francisco Ballet Endowment holds $159.0M in total assets with $57.6M in annual revenue. It awarded 1 grants totaling $5.3M in 2024.
Where does San Francisco Ballet Endowment operate?
San Francisco Ballet Endowment has awarded grants in California.
What size grants does San Francisco Ballet Endowment award?
In 2024, San Francisco Ballet Endowment awarded 1 grants totaling $5.3M — an average of about $5.3M per grant, based on its IRS Form 990 filings.
What is San Francisco Ballet Endowment's EIN?
San Francisco Ballet Endowment's EIN (Employer Identification Number) is 94-2747262. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in San Francisco Ballet Endowment's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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