SAN DIEGO SYMPHONY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SAN DIEGO SYMPHONY FOUNDATION (EIN 14-1858753)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-04-27
IRS object ID: 202611179349301781
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-27T17:47:41-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4747 EXECUTIVE DR SUITE 1300	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	141858753	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAN DIEGO SYMPHONY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SAND	BusinessNameControlTxt
Phone	6192350800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1245 SEVENTH AVENUE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WARREN KESSLER	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	6192350800	PhoneNum
Signature	2026-04-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JANE COLEMAN	PreparerPersonNm
PTIN	P01391236	PTIN
Phone	8586271400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WARREN KESSLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1245 SEVENTH AVENUE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92101	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$6,818,136	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2002	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SUPPORTING ORGANIZATION THAT SUPPORTS THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,270,000	PYContributionsGrantsAmt
CY Contributions Grants	$1,330,000	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$5,173,962	PYInvestmentIncomeAmt
CY Investment Income	$5,488,136	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$6,443,962	PYTotalRevenueAmt
CY Total Revenue	$6,818,136	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,931,400	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,919,800	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$717,966	PYOtherExpensesAmt
CY Other Expenses	$833,720	CYOtherExpensesAmt
PY Total Expenses	$6,649,366	PYTotalExpensesAmt
CY Total Expenses	$6,753,520	CYTotalExpensesAmt
PY Revenues Less Expenses	-$205,404	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$64,616	CYRevenuesLessExpensesAmt
Total Assets BOY	$115,752,972	TotalAssetsBOYAmt
Total Assets EOY	$122,216,757	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$115,752,972	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$122,216,757	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$5,919,800	ExpenseAmt
Grant	$5,919,800	GrantAmt
Revenue	$0	RevenueAmt
Desc	SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.	Desc
Total Program Service Expenses	$5,919,800	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6192350800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1245 SEVENTH AVENUE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92101	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARTHA A GILMER
DIRECTOR/PRESIDENT & CEO	0.20	40.00	Yes (X)	Yes (X)	$0	$534,119	$70,625
WARREN O KESSLER MD
CHAIR	0.20	0.40	Yes (X)	Yes (X)	$0	$0	$0
DAVID SNYDER
VICE CHAIR	0.20	8.00	Yes (X)	Yes (X)	$0	$0	$0
SANDRA LEVINSON
SECRETARY	0.20	0.00	Yes (X)	Yes (X)	$0	$0	$0
MITCHELL R WOODBURY
TREASURER	0.20	0.40	Yes (X)	Yes (X)	$0	$0	$0
EUNICE BRAGIAS
DIRECTOR	0.20	0.00	Yes (X)		$0	$0	$0
ROBERT CAPLAN ESQ
DIRECTOR	0.20	0.00	Yes (X)		$0	$0	$0
HAL FUSON
DIRECTOR	0.20	0.40	Yes (X)		$0	$0	$0
SUSAN MALLORY
DIRECTOR	0.20	0.00	Yes (X)		$0	$0	$0
JEREMY PEARL
DIRECTOR	0.20	0.00	Yes (X)		$0	$0	$0
MARK STUART
DIRECTOR	0.20	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$534,119	TotReportableCompRltdOrgAmt
Total Other Compensation	$70,625	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR ROAD 200	SAN DIEGO	CA	92106	INVESTMENT MGMT FEES	$544,726
JEWISH COMMUNITY FOUNDATION
4950 MURPHY CANYON ROAD	SAN DIEGO	CA	92123	INVESTMENT MGMT FEES	$266,171

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,330,000	AllOtherContributionsAmt
Total Contributions	$1,330,000	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,488,136	TotalRevenueColumnAmt
Exclusion	$5,488,136	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,818,136	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,488,136	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,919,800	TotalAmt
Program Services	$5,919,800	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$13,710	TotalAmt
Management And General	$13,710	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$820,010	TotalAmt
Management And General	$820,010	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,753,520	TotalAmt
Program Services	$5,919,800	ProgramServicesAmt
Management And General	$833,720	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$87,576	BOYAmt
EOY	$21,936	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,023,835	BOYAmt
EOY	$3,072,063	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$112,641,561	BOYAmt
EOY	$119,122,758	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$115,752,972	BOYAmt
EOY	$122,216,757	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$115,752,972	BOYAmt
EOY	$122,216,757	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$115,752,972	BOYAmt
EOY	$122,216,757	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$115,752,972	BOYAmt
EOY	$122,216,757	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$64,616	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,350,941	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$48,228	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	952040874	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$5,919,800	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$5,919,800	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$5,173,962	PriorYearAmt
Current Year	$5,488,136	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$5,173,962	PriorYearAmt
Current Year	$5,488,136	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$715,928	PriorYearAmt
Current Year	$820,010	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$2,038	PriorYearAmt
Current Year	$13,710	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$4,455,996	PriorYearAmt
Current Year	$4,654,416	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$108,282,515	PriorYearAmt
Current Year	$114,842,933	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$43,870	PriorYearAmt
Current Year	$54,756	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$3,023,835	PriorYearAmt
Current Year	$3,072,063	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$111,350,220	PriorYearAmt
Current Year	$117,969,752	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$111,350,220	PriorYearAmt
Current Year	$117,969,752	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,670,253	PriorYearAmt
Current Year	$1,769,546	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$109,679,967	PriorYearAmt
Current Year	$116,200,206	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$3,838,799	PriorYearAmt
Current Year	$4,067,007	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$3,838,799	PriorYearAmt
Current Year	$4,067,007	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$4,455,996	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$3,787,597	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$3,838,799	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$3,838,799	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$3,838,799	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$5,919,800	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$5,919,800	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$5,919,800	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$3,838,799	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$3,838,799	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,312,367	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,803,400	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$5,931,400	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$17,047,167	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$3,838,799	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$13,208,368	ExcessDistributionCyovAmt
CY Total Annual Distributions	$5,919,800	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$5,919,800	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$19,128,168	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$1,473,568	ExcessFromYear4Amt
Excess From Year3	$5,803,400	ExcessFromYear3Amt
Excess From Year2	$5,931,400	ExcessFromYear2Amt
Excess From Year1	$5,919,800	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SECTION D. TYPE III SUPPORTING ORGANIZATIONS

THE SAN DIEGO SYMPHONY FOUNDATION (SDSF) IS A 501(C)(3) ORGANIZATION WHICH IS CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). FURTHER, UNDER SDSF'S ARTICLES AND BYLAWS IT SUPPORTS THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION (SDSO) AND SPECIFICALLY HOLDS, ADMINISTERS, INVESTS AND DISTRIBUTES ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO SDSO ON A REGULAR AND TIMELY BASIS. SDSO SOLICITS ENDOWMENT GIFTS AND GRANTS TO PROVIDE FINANCIAL SUPPORT TO SDSO FOR THE ASSOCIATION'S PROGRAMS AND ACTIVITIES. SDSO IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). SDSF HAS AN INDEPENDENT BOARD OF DIRECTORS WHICH DOES INCLUDE THE CEO OF SDSO AND ONE OTHER DIRECTOR SELECTED BY THE SDSO'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 THE BOARD HAVE QUARTERLY MEETINGS DURING WHICH THEY DISCUSS THE PERFORMANCE OF THE ENDOWMENT'S INVESTMENTS. ALSO DURING THE QUARTERLY MEETINGS THE CEO PROVIDES AN UPDATE ON PROJECTS AND ACTIVITIES OF SDSO. SDSO'S CONTROLLER PROVIDES REPORTS ON THE PREVIOUS 12 ROLLING-QUARTERS AVERAGE VALUE OF ASSETS TO HELP DETERMINE THE DISTRIBUTION FROM SDSF TO SDSO FOR THE FOLLOWING FISCAL YEAR. THE PAYOUT HAS GENERALLY BEEN BETWEEN 5% AND 6%. SDSF'S BOARD COMMUNICATES REGULARLY WITH THE CFO OF SDSO REGARDING SDSF'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS. SDSF'S QUARTERLY INVESTMENT STATEMENTS ARE PREPARED FOR, AND REVIEWED BY THE FOUNDATION'S BOARD. DURING THE 6/30/2025 TAX YEAR, SDSF PROVIDED A TIMELY NOTICE WITH THE REQUIRED INFORMATION IN THE REQUIRED MANNER.

PART V, SECTION D, LINE 10- RESPONSIVE & ATTENTIVE TEST

SUPPORTED ORGANIZATION: THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,752,972	BeginningYearBalanceAmt
Contributions	$1,330,000	ContributionsAmt
Investment Earnings Or Losses	$11,887,305	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,919,800	GrantsOrScholarshipsAmt
Administrative Expenses	$833,720	AdministrativeExpensesAmt
End Year Balance	$122,216,757	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$110,066,866	BeginningYearBalanceAmt
Contributions	$1,270,000	ContributionsAmt
Investment Earnings Or Losses	$11,065,472	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,931,400	GrantsOrScholarshipsAmt
Administrative Expenses	$717,966	AdministrativeExpensesAmt
End Year Balance	$115,752,972	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$104,696,190	BeginningYearBalanceAmt
Contributions	$980,000	ContributionsAmt
Investment Earnings Or Losses	$10,939,604	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,803,400	GrantsOrScholarshipsAmt
Administrative Expenses	$745,528	AdministrativeExpensesAmt
End Year Balance	$110,066,866	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$118,027,350	BeginningYearBalanceAmt
Contributions	$306,050	ContributionsAmt
Investment Earnings Or Losses	-$7,692,726	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,535,500	GrantsOrScholarshipsAmt
Administrative Expenses	$408,984	AdministrativeExpensesAmt
End Year Balance	$104,696,190	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$95,650,978	BeginningYearBalanceAmt
Investment Earnings Or Losses	$28,177,294	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,430,000	GrantsOrScholarshipsAmt
Administrative Expenses	$370,922	AdministrativeExpensesAmt
End Year Balance	$118,027,350	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ENDOWMENT/BENEFICIAL INTEREST	Desc
Book Value	$119,122,758	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$119,122,758	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

TO SUPPORT THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.

PART X, LINE 2:

SDSO AND SDSF ARE BOTH 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, 2025 AND 2024.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1245 SEVENTH AVENUE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92101	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	952040874	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$5,919,800	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	TO SUPPORT THE OPERATIONS AND ACTIVITIES OF A SYMPHONY ORCHESTRA.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	SAN DIEGO SYMPHONY FOUNDATION IS FORMED TO SUPPORT THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. ALL GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MARTHA A GILMER	PersonNm
Title	DIRECTOR/PRESIDENT & CEO	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$534,119	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$53,500	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$17,125	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$604,744	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	MARTHA GILMER, DIRECTOR, PARTICIPATES IN A 457(F) PLAN WITH RESPECT TO THE ORGANIZATION'S RELATED PARTY, SDSO. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS MADE FOR TAX YEAR 2024.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	MANAGEMENT REVIEWS THE FORM 990, THEN THE AUDIT COMMITTEE REVIEWS AND APPROVES. THE ORGANIZATION MAKES THE FINAL VERSION OF THE FORM 990 AVAILABLE TO ALL BOARD MEMBERS THROUGH ITS PORTAL PRIOR TO SUBMISSION TO THE IRS.
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. 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 XI, LINE 9:	CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 48,228.
FORM 990, PART XII, LINE 2B:	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.
FORM 990, PART VI, SECTION B, LINE 15:	THE ORGANIZATION HAS NO PAID EMPLOYEES OR OFFICERS.
FORM 990, PART VI, SECTION B, LINE 12:	ALL BOARD MEMBERS, OFFICERS AND DIRECTORS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY OF ITS RELATED PARTY THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. 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 B, LINE 13:	THE ORGANIZATION FOLLOWS THE WRITTEN WHISTLEBLOWER POLICY OF ITS RELATED PARTY THE SAN DIEGO ORCHESTRA ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 14:	THE ORGANIZATION FOLLOWS THE WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY OF ITS RELATED PARTY THE SAN DIEGO ORCHESTRA ASSOCIATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1245 7TH AVENUE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92101	ZIPCd

Field	Value	IRS element (for citing)
EIN	952040874	EIN
Primary Activities	SYMPHONY ORCHESTRA	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	7	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
B	$5,919,800	CASH
THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
M	$1,330,000	CASH