Civic Intelligence

San Diego Symphony Foundation

990 • Fiscal year 2018 • EIN 14-1858753

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
1245 Seventh AvenueSan Diego, CA 92101

(619) 235-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

1st percentile

-179%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$373,335

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-6.9%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$53,139,400

Up $712,596 (+1.4%) from 2017

Net Assets

Up

$53,139,400

Up $712,596 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin1st percentile

Revenue

Down

$1,115,910

Down $82,772 (-6.9%) from 2017

Expenses

Down

$3,109,114

Down $47,442 (-1.5%) from 2017

Net Income

Down

-$1,993,204

Down $35,330 (-1.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $43,719,062Liabilities 2011: $0Net Assets 2011: $43,719,0622011Assets 2012: $47,801,052Liabilities 2012: $0Net Assets 2012: $47,801,0522012Assets 2013: $49,790,137Liabilities 2013: $0Net Assets 2013: $49,790,1372013Assets 2014: $54,828,244Liabilities 2014: $0Net Assets 2014: $54,828,2442014Assets 2015: $52,621,679Liabilities 2015: $0Net Assets 2015: $52,621,6792015Assets 2016: $49,315,070Liabilities 2016: $0Net Assets 2016: $49,315,0702016Assets 2017: $52,426,804Liabilities 2017: $0Net Assets 2017: $52,426,8042017Assets 2018: $53,139,400Liabilities 2018: $0Net Assets 2018: $53,139,4002018Assets 2019: $102,959,251Liabilities 2019: $0Net Assets 2019: $102,959,2512019Assets 2020: $98,331,923Liabilities 2020: $0Net Assets 2020: $98,331,9232020Assets 2021: $121,018,561Liabilities 2021: $0Net Assets 2021: $121,018,5612021Assets 2022: $107,205,275Liabilities 2022: $0Net Assets 2022: $107,205,2752022Assets 2023: $110,066,866Liabilities 2023: $0Net Assets 2023: $110,066,8662023Assets 2024: $115,752,972Liabilities 2024: $0Net Assets 2024: $115,752,9722024

Highlighted filing

2018

Assets$53,139,400
Liabilities$0
Net Assets$53,139,400
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $5,039,991Expenses 2011: $2,136,434Net Income 2011: $2,903,5572011Revenue 2012: $6,753,849Expenses 2012: $2,148,638Net Income 2012: $4,605,2112012Revenue 2013: $1,196,033Expenses 2013: $2,475,733Net Income 2013: -$1,279,7002013Revenue 2014: $1,111,096Expenses 2014: $2,817,550Net Income 2014: -$1,706,4542014Revenue 2015: $819,106Expenses 2015: $3,047,406Net Income 2015: -$2,228,3002015Revenue 2016: $615,479Expenses 2016: $3,172,078Net Income 2016: -$2,556,5992016Revenue 2017: $1,198,682Expenses 2017: $3,156,556Net Income 2017: -$1,957,8742017Revenue 2018: $1,115,910Expenses 2018: $3,109,114Net Income 2018: -$1,993,2042018Revenue 2019: $52,084,293Expenses 2019: $4,152,805Net Income 2019: $47,931,4882019Revenue 2020: $838,405Expenses 2020: $5,704,351Net Income 2020: -$4,865,9462020Revenue 2021: $925,945Expenses 2021: $5,800,922Net Income 2021: -$4,874,9772021Revenue 2022: $1,941,451Expenses 2022: $5,944,483Net Income 2022: -$4,003,0322022Revenue 2023: $4,337,118Expenses 2023: $6,548,928Net Income 2023: -$2,211,8102023Revenue 2024: $6,443,962Expenses 2024: $6,649,366Net Income 2024: -$205,4042024

Highlighted filing

2018

Revenue$1,115,910
Expenses$3,109,114
Net Income-$1,993,204
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$1,115,910
Mission and Program Overview

Mission

To hold, administer, invest and distribute endowment funds or the earnings therefrom to the san diego symphony orchestra association on a regular and timely basis. To solicit endowment funds in order to provide financial support to the san diego symphony orchestra association. To encourage endowment gifts and grants in any form from any person or persons, the distributions from which shall support the programs and activities of the san diego symphony orchestra association. To hold all the powers granted to a nonprofit public benefit corporation by the laws of the state of california, including those powers in nonprofit corporations code section 5140.

Supporting organization that supports the san diego symphony orchestra association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$49,840,645$51,122,320▲ $1,281,675
Pledges and Grants Receivable$2,070,626$2,003,021▼ $67,605
Accounts Receivable$500,000--
Cash and Non-Interest-Bearing Accounts$15,533$14,059▼ $1,474
Total Assets$52,426,804$53,139,400▲ $712,596
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$55,750,915$55,689,708▼ $61,207
Unrestricted Net Assets$-3,324,111$-2,550,308▲ $773,803
Total Net Assets Fund Balance$52,426,804$53,139,400▲ $712,596
Total Liabilities and Net Assets / Fund Balance$52,426,804$53,139,400▲ $712,596

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$51,122,320--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$49,840,645-▲ $4,389,293-$51,122,320
2016$46,996,399$905,374▲ $5,594,473$500,000$49,840,645
2015$50,667,290$250,000▼ $760,442-$46,996,399
2014$52,635,364$150,000▲ $642,244-$50,667,290
2013$48,765,062-▲ $6,977,582-$52,635,364
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Joan K JacobsChairman
Robert Caplan EsqVice Chair
Beth SirullDirector
David SnyderDirector
Ellen WhelanDirector
Judith HarrisDirector
Kathlyn MeadDirector
Martha a GilmerDirector
Warren O Kessler MdDirector
Sandra LevinsonSecretary
Mitchell R WoodburyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,115,910
Other Revenue
$0
Change in Net Assets
$-1,993,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,920,000
Other Expenses$189,114
Total Fundraising Expense$1,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,920,000--$2,920,000
Fees for Service Investment Mgmnt Fees-$180,810-$180,810
Insurance-$3,612-$3,612
Fees for Services Accounting-$2,950-$2,950
Other Expenses-$247$1,495$247
Total Functional Expenses$2,920,000$187,619$1,495$3,109,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)To Support the Operations and Activities of a Symphony Orchestra.$2,920,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Management reviews the form 990, then the audit committee reviews and approves. The organization distributes a pdf copy of the form 990 to all board members prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“All board member, officers and directors are covered under the conflict of interest policy. Levels are determined on a case to case basis. Any possible conflicts are reviewed. Persons with a conflict would not be permitted to vote or act on a related topic that would give rise to a conflict.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request and on their website. Additionally, the combined financial statements of the san diego symphony orchestra association and the san diego symphony foundation are subject to an annual independent audit. The audit report is available on the san diego symphony's website, and is also available upon request.”

FORM 990, PART VI, LINE 15:

“The organization has no paid employees or officers.”

Filing and Contact Details

Filer

Filer Name
San Diego Symphony Foundation
EIN
14-1858753
Phone
6192350800
Address
1245 SEVENTH AVENUE, SAN DIEGO, CA 92101

Signing Officer

Name
Robert Caplan Esq
Title
Vice Chair
Phone
6192350800
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan K Jaobs
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DRIVE SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trust -10,076.”

FORM 990, PART IV, LINE 12B:

“Audit financial statements are prepared on a combined basis because auditing standards so require. However a separate balance sheet and statement of activity for each member of the combined group is presented in the audited financial statement report.”

Financial Statement Notes

PART V, LINE 4:

“To support the san diego symphony orchestra association.”

PART X, LINE 2:

“Sdso and sdsf are both california not-for-profit corporations that are exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. Sdso and sdsf follow the provisions of financial accounting standards board ("fasb") accounting standards codification ("asc") 740-10, income taxes, related to accounting for uncertain tax positions. Sdso and sdsf have no unrecognized tax benefits or liabilities as of june 30, 2018 and 2017.”

Part V, Line 1E

“For the year ended june 30, 2017, endowment other expense of $500,000 represents an intercompany advance payment to the san diego symphony association as approved by the board of directors.”

Raw XML AppendixShowing 400 of 579 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0500000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORTING ORGANIZATION THAT SUPPORTS THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06192350800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01245 SEVENTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt015533
IRS990/CashNonInterestBearingGrp/EOYAmt014059
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02920000
IRS990/CYInvestmentIncomeAmt01115910
IRS990/CYOtherExpensesAmt0189114
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1993204
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03109114
IRS990/CYTotalFundraisingExpenseAmt01495
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01115910
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02920000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02950
IRS990/FeesForServicesAccountingGrp/TotalAmt02950
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0180810
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0180810
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt626635
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BETH SIRULL
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm2ELLEN WHELAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOAN K JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDITH HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLYN MEAD
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTHA A GILMER
IRS990/Form990PartVIISectionAGrp/PersonNm7MITCHELL R WOODBURY
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT CAPLAN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm9SANDRA LEVINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10WARREN O KESSLER MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6346700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02920000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02920000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02920000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01115910
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03612
IRS990/InsuranceGrp/TotalAmt03612
IRS990/InvestmentIncomeGrp/ExclusionAmt01115910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01115910
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt049840645
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt051122320
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HOLD, ADMINISTER, INVEST AND DISTRIBUTE ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION ON A REGULAR AND TIMELY BASIS. TO SOLICIT ENDOWMENT FUNDS IN ORDER TO PROVIDE FINANCIAL SUPPORT TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO ENCOURAGE ENDOWMENT GIFTS AND GRANTS IN ANY FORM FROM ANY PERSON OR PERSONS, THE DISTRIBUTIONS FROM WHICH SHALL SUPPORT THE PROGRAMS AND ACTIVITIES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO HOLD ALL THE POWERS GRANTED TO A NONPROFIT PUBLIC BENEFIT CORPORATION BY THE LAWS OF THE STATE OF CALIFORNIA, INCLUDING THOSE POWERS IN NONPROFIT CORPORATIONS CODE SECTION 5140.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt052426804
IRS990/NetAssetsOrFundBalancesEOYAmt053139400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02715876
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-10076
IRS990/OtherExpensesGrp/Desc0FUNDRAISING MATERIALS
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt01495
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0247
IRS990/OtherExpensesGrp/TotalAmt01495
IRS990/OtherExpensesGrp/TotalAmt1247
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt055750915
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt055689708
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02070626
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02003021
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOAN K JAOBS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0684557
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02971000
IRS990/PYInvestmentIncomeAmt0514125
IRS990/PYOtherExpensesAmt0185556
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1957874
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03156556
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01198682
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1993204
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01115910
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0514125
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt06809
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt010453
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01115910
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0514125
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0180810
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0173608
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0928291
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0330064
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0330064
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01753776
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01753776
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0280554
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01753776
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01753776
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01753776
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02920000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02920000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01635562
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02971000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0418338
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt04555562
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02920000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt01635562
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03389338
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01753776
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt02920000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02920000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BENEFICIARY ORGANIZATION'S SIGNIFICANT VOICE IN INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE SUPPORTING ORGANIZATIONS INCOME OR ASSETS DURING THE TAX YEAR. THE SAN DIEGO SYMPHONY FOUNDATION (FOUNDATION) IS 501(C)(3) ORGANIZATION CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). FURTHER, UNDER THE FOUNDATION'S ARTICLES AND BYLAWS IT SUPPORTS THE SAN DIEGO SYMPHONY ASSOCIATION (ASSOCIATION) AND SPECIFICALLY HOLDS, ADMINISTERS, INVESTS AND DISTRIBUTES ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE ASSOCIATION ON A REGULAR AND TIMELY BASIS. THE FOUNDATION ALSO SOLICITS ENDOWMENT GIFTS AND GRANTS TO PROVIDE FINANCIAL SUPPORT TO THE ASSOCIATION FOR THE ASSOCIATION'S PROGRAMS AND ACTIVITIES. THE ASSOCIATION IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). THE FOUNDATION HAS AN INDEPENDENT BOARD OF DIRECTORS WHICH DOES INCLUDE THE CEO OF THE ASSOCIATION AND ONE OTHER DIRECTOR SELECTED BY THE ASSOCIATION'S BOARD OF DIRECTORS. THE GOVERNING DOCUMENTS PROVIDE THE BOARD HAS DISCRETION REGARDING THE TIMING AND AMOUNT OF DISTRIBUTIONS CONSISTENT WITH THE BOARD'S FIDUCIARY DUTIES. REPRESENTATIVES OF BOARD (INCLUDING THE ASSOCIATION'S CEO) HAVE QUARTERLY FACE-TO-FACE MEETINGS DURING WHICH THEY DISCUSS THE PERFORMANCE OF THE ENDOWMENT'S INVESTMENTS, THE MONITORING OF THE INVESTMENTS, AND THE ASSET MIX OF THE INVESTMENTS. ALSO DURING THE QUARTERLY MEETINGS THE ASSOCIATION'S PROJECTS AND ACTIVITIES ARE DISCUSSED INCLUDING THE ASSOCIATION'S PROJECTED NEEDS FOR INCOME FROM THE FOUNDATION. THE ASSOCIATION'S CFO PROVIDES REPORTS ON THE PREVIOUS 12 ROLLING-QUARTERS AVERAGE VALUE OF ASSETS TO HELP DETERMINE THE DISTRIBUTION FROM THE FOUNDATION TO THE ASSOCIATION FOR THE FOLLOWING FISCAL YEAR. THE PAYOUT HAS GENERALLY BEEN BETWEEN 4% AND 6% OF THE AVERAGE 12 ROLLING-QUARTER AVERAGE VALUE OF ASSETS. THE FOUNDATION'S BOARD COMMUNICATES REGULARLY WITH THE CFO OF THE ASSOCIATION REGARDING THE FOUNDATION'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS. THE FOUNDATION'S QUARTERLY INVESTMENT STATEMENTS ARE PREPARED FOR, AND REVIEWED BY THE FOUNDATION'S BOARD (INCLUDING THE CEO OF THE ASSOCIATION).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SUPPORTED ORGANIZATION: SAN DIEGO SYMPHONY ASSOCIATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D. TYPE III SUPPORTING ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 10- RESPONSIVE & ATTENTIVE TEST
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt052783103
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt050870938
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt014796
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt021367
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt050481483
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt048418523
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0791747
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0763064
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt02286824
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt02431048
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt051991356
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt050107874
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01819697
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01753776
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt052783103
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt050870938
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01819697
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01753776
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952040874
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02920000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02920000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0187619
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt049840645
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt051122320
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02920000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04389293
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0184601
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt046996399
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0905374
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt049840645
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02971000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05594473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0176449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt050667290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt046996399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02984000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-760442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0212942
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt052635364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0150000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt050667290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02547376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0642244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0178655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt048765062
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt052635364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02928625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06977582
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt051122320
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT/BENEFICIAL INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SDSO AND SDSF ARE BOTH CALIFORNIA NOT-FOR-PROFIT CORPORATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. SDSO AND SDSF FOLLOW THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. SDSO AND SDSF HAVE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2018 AND 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOR THE YEAR ENDED JUNE 30, 2017, ENDOWMENT OTHER EXPENSE OF $500,000 REPRESENTS AN INTERCOMPANY ADVANCE PAYMENT TO THE SAN DIEGO SYMPHONY ASSOCIATION AS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 1E
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt051122320
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02920000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,139,400
Liabilities
$0
Net assets
$53,139,400
Revenue
$1,115,910
Expenses
$3,109,114
Net income
-$1,993,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$0.00$116$6.44$6.65$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.00$110$4.34$6.55$2.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$0.00$107$1.94$5.94$4.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$0.00$121$0.93$5.80$4.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.3$0.00$98.3$0.84$5.70$4.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$52.1$4.15$47.9
2018Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$1.12$3.11$1.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$0.00$52.4$1.20$3.16$1.96
2016Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$0.62$3.17$2.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$0.00$52.6$0.82$3.05$2.23
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$1.11$2.82$1.71
2013Summary only. Only limited summary data is available for this year.$49.8$0.00$49.8$1.20$2.48$1.28
2012Summary only. Only limited summary data is available for this year.$47.8$0.00$47.8$6.75$2.15$4.61
2011Summary only. Only limited summary data is available for this year.$43.7$0.00$43.7$5.04$2.14$2.90