Organizations Filed Purposes:
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. Since then, strong investment returns and contributions, primarily from estates and from donors have grown (Continued on Schedule O, Statement 1)
The San Francisco Ballet Endowment Foundation was established in 1980 as a separate nonprofit public benefit corporation for the purpose of holding and managing endowment funds for the benefit of the San Francisco Ballet Association.
The San Francisco Ballet Endowment Foundation (the Foundation) is responsible for management and oversight-holding of endowment funds for the benefit of San Francisco Ballet Association. The Ballet has a policy of appropriating for distribution each year up to a maximum of 5% of its endowment funds' average fair value over the prior twelve quarters years as of June 30, preceding the fiscal year in which the distribution is planned. Typically, the distribution supports new San Francisco Ballet works and productions, the Ballet's orchestra and music, artistic innovation, touring, dance education, scholarships, and the San Francisco Ballet School. Depending upon market conditions and the needs and available resources of the Association, appropriations for expenditure from individual endowments may be temporarily suspended to facilitate preservation of the endowment.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Robert H Fore Iii | Chief Financial Officer (starting June 2020) | 10 | $0 |
| Nancy Kukacka | Director; President (starting June 2020) | 2 | $0 |
| Larissa Roesch | Director | 2 | $0 |
| Hilary Pierce | Director | 2 | $0 |
| Susan S Briggs | Director | 2 | $0 |
| Richard C Barker | Director | 2 | $0 |
| Thomas E Horn | Treasurer | 5 | $0 |
| J Stuart Francis | Vice President | 5 | $0 |
| John S Osterweis | President Emeritus | 2 | $0 |
| James D Marver | President (until June 2020) | 5 | $0 |
| Carmen Creel | Secretary (starting August 2019) | 5 | $0 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 |
| Kevin Mohr | Chief Financial Officer (until April 2020) | 10 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202111049349301431_public.xml