2016 Annual Report
The history of The San Diego Foundation is rooted in the collaborative action of thousands of caring individuals and committed organizations. For 41 years, we have worked side by side with donors, community leaders, local government, businesses and many others to facilitate positive social change for the entire region.
Each year, we share the outcome from community engagement and generosity with the release of our annual report. The data included gives our donors and the general public an opportunity to dive deeper into the growth and impact of regional philanthropy through The San Diego Foundation. Fiscal Year 2016 will be remembered as the most generous year of grant making in our 41-year history.
Beyond serving as a barometer for charitable giving in San Diego, our annual report also reminds us that it’s important to reflect, renew and celebrate philanthropy’s role in the region.
Philanthropy is more than just money. It’s the shared desire and effort to help reach our full potential as a community and to improve quality of life for all. Every day, we witness firsthand what is possible when engaged donors and leaders come together to tackle and solve some of our greatest challenges.
San Diego grows more vibrant every year thanks to partnerships that are built, respect that is shared and giving that is inspired and selfless.
As you review our Fiscal Year 2016 Annual Report and learn more about The San Diego Foundation, we urge you to take a moment to read the individual stories of impact from the past year. These stories provide a glimpse into the immense opportunity philanthropy creates within our region.
Sincerely,
B. Kathlyn Mead
President & CEO
Connie Matsui
Chair, Board of Governors
*as of June 30, 2016
Grants We Awarded
In FY 2016, The San Diego Foundation made history by granting more than ever before to the nonprofit community. A record $58.5 million was awarded with 5,650 grants to 1,666 nonprofit organizations supporting our regional needs.
2014
$50,669,000
2015
$48,129,000
2016
$58,575,000
The San Diego Foundation awarded 5,650 grants to 1,666 nonprofit organizations serving and supporting our regional needs in FY2016.
*as of June 30, 2016
Where Grants Do Good
Education
$21,823,245
| Single Organization Support | $349,689 |
| Fund Raising & Fund Distribution | $692,210 |
| Pre-K Through High School | $1,651,877 |
| Higher Education | $3,992,926 |
| Libraries | $10,224,470 |
| Student Services | $112,155 |
| Scholarships & Student Financial Aid | $3,531,477 |
| Educational Services | $446,448 |
| Other Education | $821,993 |
Health & Human Services
$9,404,673
| Crime & Legal-Related | $320,044 |
| Diseases, Disorders & Medical Disciplines | $755,728 |
| Employment | $141,408 |
| Food, Agriculture & Nutrition | $223,048 |
| Health Care | $2,791,507 |
| Housing & Shelter | $152,723 |
| Human Services | $3,504,714 |
| Medical Research | $332,416 |
| Mental Health & Crisis Intervention | $581,273 |
| Public Safety, Disaster Preparedness & Relief | $276,049 |
| Recreation & Sports | $320,473 |
| Social Science | $5,290 |
Civil Society
$7,719,430
| Civil Rights, Social Action & Advocacy | $94,833 |
| Community Improvement & Capacity Building | $481,650 |
| Philanthropy, Voluntarism & Grantmaking Foundations | $4,910,273 |
| Public & Societal Benefit | $1,615,823 |
| Science & Technology | $616,851 |
Arts & Culture
$6,902,169
| Arts Education | $142,573 |
| Museums | $1,737,819 |
| Dance | $99,480 |
| Theater | $883,159 |
| Music | $508,867 |
| Symphony Orchestras | $1,286,294 |
| Opera | $296,316 |
| Media & Communications | $616,576 |
| Other Arts & Culture | $1,331,085 |
Youth Development
$4,769,456
| Organizational Support | $21,101 |
| Youth Centers & Clubs | $820,439 |
| Big Brothers & Big Sisters | $76,490 |
| Scouts Organizations | $295,555 |
| Youth Development Programs | $3,062,775 |
| Youth Community Service | $405,350 |
| Youth Leadership | $36,900 |
| Other Youth Development | $50,846 |
Environment
$3,819,937
| Alliances & Advocacy | $161,750 |
| Research Institutes & Public Policy Analysis | $1,750 |
| Natural Resources Conservation & Protection | $596,873 |
| Water Resources, Wetlands Conservation & Management | $691,172 |
| Land Resources Conservation | $423,698 |
| Forest Conservation | $71,500 |
| Botanical Gardens & Arboreta | $81,917 |
| Environmental Beautification | $10,004 |
| Environmental Education | $241,004 |
| Other Environment | $1,506,300 |
| Animal-Related | $33,969 |
Other grantmaking totaling $4,136,366 includes international, foreign affair & national security; mutual & membership benefit, and religion-related grants.
Stories of Impact
The Foundation partners with philanthropy, nonprofits, academia, business, government and others committed to building a more vibrant region today, and for future generations. Learn about how these partners facilitate positive social change through philanthropy.
*as of June 30, 2016
*International Gifts = 0.05%
Where Grants Go
The San Diego Foundation made grantmaking history with a record year in FY 2016. Nearly 80 percent of grants benefitted San Diegans and nonprofit organizations working to advance a vibrant quality of life in the region.
$58,575,000
Other California
Counties
3.1%
$1,819,000
San Diego
County
79.3%
$46,447,500
Rest of
United States
17.6%
$10,308,500
$1,819,000
$10,308,500
*as of June 30, 2016
Where Grants Come From
The San Diego Foundation has 2,019 charitable funds, including 130 funds opened in FY2016, designated for grantmaking to advance a vibrant quality of life, maximize the impact of social investments and champion civic engagement.
*as of June 30, 2016
Endowment Fund Performance
- TSDF Actual
- Policy Index
Challenging market conditions resulted in lackluster performance in FY 2016. Despite continued strength in the U.S. stock market, most other areas produced negative results. While performance was down in the Endowment portfolio, it outperformed the median of related institutions of similar size. The Foundation’s Policy Index is a composite of indexes reflecting our diversified portfolio, specifically: MSCI ACWI, BC US Universal, BC Corp High Yield Index, JPM GBI-EM Diversified Index, NCREIF ODCE, HFRI FOF Index, Absolute Return of 11% Annualized, Bloomberg Commodity Index, and JPM EMBI Global Index.
*as of June 30, 2016
Total Assets Managed
The Foundation ended FY 2016 with $672 million in assets invested and managed, with more than $400 million in endowment funds, $118 million in non-endowment funds, and $988 million in grants awarded since inception.
