SAN Francisco Ballet Endowment Foundation
Donations deductibleRevenue
$16.6m
year to 30 June 2025
Expenses
$11.5m
year to 30 June 2025
Total assets
$171.1m
$989k liabilities
Net assets
$170.1m
assets less liabilities
Directors and trustees
8
7.9 years on average
Staff
0
6 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
6
named in Part VII
SAN Francisco Ballet Endowment Foundation's network
8 people5 organisationsi8 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Hilary C Pierce (also filed as Hilary Pierce) | Director | 2018 | 8 yrs |
| John S Osterweis | President Emeritus | 2018 | 8 yrs |
| Larissa K Roesch (also filed as Larissa Roesch) | Director | 2018 | 8 yrs |
| Nancy Kukacka | President | 2018 | 8 yrs |
| Richard C Barker | Director | 2018 | 8 yrs |
| Sally X YU | Director | 2022 | 4 yrs |
| Susan S Briggs | Director | 2018 | 8 yrs |
| Thomas E Horn | Treasurer | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carmen Creel | Secretary (starting August 2019) | since 2020 |
| Elizabeth Lani | Secretary (Thru 08/21) | since 2018 |
| Katharine Chambers | Secretary (As of 08/21) | since 2022 |
| Kevin Mohr | Chief Financial Officer (until April 2020) | since 2018 |
| Laura Simpson | Company secretary | since 2018 |
| Robert H Fore III | Chief Financial Officer (starting June 2020) | since 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Robert H Fore III | Chief Financial Officer (Thru 12/24) | 10 | $62k | $250k | $48k |
| Nancy Kukacka | President | 5 | $0 | ||
| Thomas E Horn | Treasurer (Thru 1/25) | 5 | $0 | ||
| John S Osterweis | President Emeritus | 2 | $0 | ||
| Alka Singal | Director (As of 8/24) | 2 | $0 | ||
| Hilary C Pierce | Director | 2 | $0 | ||
| Richard C Barker | Director (Thru 5/25) | 2 | $0 | ||
| Sally X Yu | Director | 2 | $0 | ||
| Susan S Briggs | Director | 2 | $0 | ||
| Lynda Gustafson | Interim CFO (Thru 9/25) | 0 | $0 | ||
| Carmen Creel | Secretary | 2 | $0 | $106k | $11k |
About
- Legal name
- San Francisco Ballet Endowment Foundation
- EIN
- 942747262
- Address
- 455 Franklin St, San Francisco, CA, 94102-4438
- State
- California
- 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... (as filed on the Form 990)
- Activity (NTEE)
- A020 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 9 (IRS master file code)
- Formed
- 1980
- Principal officer
- Nancy Kukacka (as named on the Form 990)
- IRS ruling date
- 1 July 1981
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsHilary C Pierce
≥8years on the filingsJohn S Osterweis
≥8years on the filingsLarissa K Roesch
≥8years on the filingsNancy Kukacka
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $171.1m
- Total liabilities
- $989k
- Net assets or fund balances
- $170.1m
- Contributions and grants received
- $1.8m
- Program service revenue
- $0
- Grants and similar paid out
- $10.3m
- Employees
- 0
- Volunteers
- 6
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| San Francisco Ballet Association | The purpose is to support san francisco ballet association general operations. | $10.3m |