Annual Report

BUILDING A COMMUNITY OF OPPORTUNITY

The global events of the past year have challenged us in ways that we may have once considered unimaginable. Through these challenges, hearts have been touched, and important conversations have begun. Yet, some might say that these events have tested our resolve as a community.

In 2017, The San Diego Foundation experienced a coming together of our community even stronger than before. Many donors gave generously to those facing lack of opportunity, disaster, prejudice and violence.

These contributions enabled The San Diego community Foundation to provide support, necessary resources, a sense of optimism and a desire to work toward civility and peace locally, nationally and globally. This abundance of generosity is a constant reminder that we do have the resolve to make a positive difference, and that in the face of adversity compassion prevails.

Hundreds of donors gave more than $50 million in 2017 to accelerate change, disrupt the status quo, drive innovation and create opportunity. As philanthropists, we promote positive change through grantmaking, strategic partnerships and civic engagement that will improve the lives of those that make the San Diego region their home, as well as the quality of the region itself.

Today, in our connected world, charitable giving has an expanded and more complex meaning. More than ever before, philanthropy has the power to influence systemic change that can facilitate opportunity for diverse communities to live well and thrive.

The San Diego Foundation also addresses the years ahead through continued focus on our youth. From Oceanside to San Ysidro, La Jolla to Ramona, our children will play an integral role in shaping the vibrant future we imagine. Philanthropic investments made in them today, their education and overall wellbeing, will directly impact our ability to create age-friendly communities.

This 2017 Annual Report manifests gifts made to our community by a community of generous donors. The Board of Governors, Management, and Staff of The San Diego Foundation have great respect and appreciation for you.

Whether a collaborator, donor, volunteer, non-profit or recipient of Foundation support and services, we are most grateful for your engagement in your San Diego community - in whatever way you define community.

Constance Carroll Chair, Board of Governors

Constance Carroll
Chair, Board of Governors
B. Kathlyn Mead President & CEO

B. Kathlyn Mead
President & CEO

YOUR GENEROSITY AT WORK

GRANTS WE AWARDED

In FY 2017, The San Diego Foundation announced a historic milestone as we granted our one-billionth dollar to the nonprofit community. The amount speaks to the generosity of San Diego and its philanthropists who have built a community of opportunity within the region. In FY 2017, The Foundation awarded 5,686 grants to 1,714 nonprofit organizations addressing the challenges of our region.

2017 $50,938,000
2016 $58,575,000
2015 $48,129,000
*as of June 30, 2017

OPPORTUNITY THROUGH PHILANTHROPY

WHERE GRANTS DO GOOD

HEALTH & HUMAN SERVICES

$12,334,422 | 24.21%VIEW DETAILS
Crime & Legal-Related$247,868
Diseases, Disorders & Medical Disciplines $1,080,414
Employment $58,565
Food, Agriculture & Nutrition $496,627
Health Care $2,268,129
Housing & Shelter $123,486
Human Services $5,152,204
Medical Research $1,346,223
Mental Health & Crisis Intervention $447,262
Public Safety, Disaster Preparedness & Relief $803,999
Recreation & Sports $306,645
Social Science $3,000

ARTS & CULTURE

$9,662,398 | 18.98%VIEW DETAILS
Arts Education $65,324
Dance $147,550
Media & Communications $396,233
Museums $1,670,276
Music $268,916
Opera $323,423
Other Arts & Culture $843,377
Symphony Orchestras $2,219,059
Theater $3,728,240

ENVIRONMENT

$5,838,417 | 11.46%VIEW DETAILS
Alliances & Advocacy $90,000
Animal-Related $3,461,814
Botanical Gardens & Arboreta $2,640
Environmental Beautification $8,803
Environmental Education $197,996
Forest Conservation $18,000
Land Resources Conservation $395,165
Natural Resources Conservation & Protection $698,904
Other Environment $293,167
Water Resources, Wetlands Conservation & Management $671,928

EDUCATION

$11,751,446 | 23.03%VIEW DETAILS
Educational Services $685,227
Fund Raising & Fund Distribution $721,456
Higher Education $2,299,669
Libraries $312,729
Other Education $513,098
Pre-K Through High School $2,041,723
Scholarships & Student Financial Aid $4,228,925
Single Organization Support $287,277
Student Services $661,342

CIVIL SOCIETY

$7,260,432 | 14.25%VIEW DETAILS
Civil Rights, Social Action & Advocacy $168,338
Community Improvement & Capacity Building $417,331
Philanthropy, Voluntarism & Grantmaking Foundations $5,097,690
Public & Societal Benefit $1,108,170
Science & Technology $468,903

YOUTH DEVELOPMENT

$1,993,430 | 3.92%VIEW DETAILS
Big Brothers & Big Sisters $75,322
Organizational Support $520
Other Youth Development $54,814
Scouts Organizations $88,441
Youth Centers & Clubs $473,426
Youth Development Programs $1,280,557
Youth Leadership $20,350

HEALTH & HUMAN SERVICES

$12,334,422 | 24.21%VIEW DETAILS
Crime & Legal-Related$247,868
Diseases, Disorders & Medical Disciplines $1,080,414
Employment $58,565
Food, Agriculture & Nutrition $496,627
Health Care $2,268,129
Housing & Shelter $123,486
Human Services $5,152,204
Medical Research $1,346,223
Mental Health & Crisis Intervention $447,262
Public Safety, Disaster Preparedness & Relief $803,999
Recreation & Sports $306,645
Social Science $3,000

EDUCATION

$11,751,446 | 23.03%VIEW DETAILS
Educational Services $685,227
Fund Raising & Fund Distribution $721,456
Higher Education $2,299,669
Libraries $312,729
Other Education $513,098
Pre-K Through High School $2,041,723
Scholarships & Student Financial Aid $4,228,925
Single Organization Support $287,277
Student Services $661,342

ARTS & CULTURE

$9,662,398 | 18.98%VIEW DETAILS
Arts Education $65,324
Dance $147,550
Media & Communications $396,233
Museums $1,670,276
Music $268,916
Opera $323,423
Other Arts & Culture $843,377
Symphony Orchestras $2,219,059
Theater $3,728,240

CIVIL SOCIETY

$7,260,432 | 14.25%VIEW DETAILS
Civil Rights, Social Action & Advocacy $168,338
Community Improvement & Capacity Building $417,331
Philanthropy, Voluntarism & Grantmaking Foundations $5,097,690
Public & Societal Benefit $1,108,170
Science & Technology $468,903

ENVIRONMENT

$5,838,417 | 11.46%VIEW DETAILS
Alliances & Advocacy $90,000
Animal-Related $3,461,814
Botanical Gardens & Arboreta $2,640
Environmental Beautification $8,803
Environmental Education $197,996
Forest Conservation $18,000
Land Resources Conservation $395,165
Natural Resources Conservation & Protection $698,904
Other Environment $293,167
Water Resources, Wetlands Conservation & Management $671,928

YOUTH DEVELOPMENT

$1,993,430 | 3.92%VIEW DETAILS
Big Brothers & Big Sisters $75,322
Organizational Support $520
Other Youth Development $54,814
Scouts Organizations $88,441
Youth Centers & Clubs $473,426
Youth Development Programs $1,280,557
Youth Leadership $20,350

Other grantmaking totaling $2,097,455 includes international, foreign affair & national security; mutual & membership benefit, and religion-related grants.

*as of June 30, 2017

STRENGTHENING COMMUNITIES

WHERE GRANTS GO

Our generous network of donors grants money to improve the lives of San Diegans and supports other important initiatives beyond our region.

SAN DIEGO COUNTY

$38,454,070 | 75.5%

UNITED STATES

(Except California)

$8,297,286 | 16.3%

CALIFORNIA

(Except San Diego)

$4,186,962 | 8.2%

*as of June 30, 2017

STORIES OF IMPACT

Helping San Diego Families

Helping San Diego Families

Every year, thousands of San Diego children fall further behind their peers because of gaps in the child health and welfare systems. Unless we address this challenge head-on, the opportunity gap for families in the region will only grow wider, impacting our economy, culture and overall growth in the region. The Strong Families, Thriving Communities partnership with San Diego County and The Clinton Health Matters Initiative will help address the systemic challenges of child-based systems negatively affecting local children and families in San Diego County.

LEARN HOW WE’RE BUILDING STRONG FAMILIES AND COMMUNITIES
Collaborating for a More Vibrant San Diego

Collaborating for a More Vibrant San Diego

Few things are more synonymous with San Diego as Balboa Park. Balboa Park is widely recognized as one of the most cherished destinations in the region. That’s why The San Diego Foundation joined forces with the City of San Diego and other philanthropists and committed $1 million to a new proposal that will increase access, enhance green space and improve safety at Balboa Park for residents and visitors alike.

LEARN ABOUT THE INITIATIVE
Increasing Access to the Outdoors for All

Increasing Access to the Outdoors for All

The San Diego Foundation works with visionary donors who want to leave a legacy and invest in innovative projects that help all San Diegans. Patty Brutten is an example of such a philanthropist. Her giving helped create a new online tool that increases access to more than 1,100 parks in San Diego with the click of a button. The website, Get Outside San Diego, allows anyone to search in one central location to find the perfect park, preserve or open space for any activity.

EXPLORE LOCAL PARKS AT GETOUTSIDESANDIEGO.ORG

ENDOWMENT FUND PERFORMANCE

TSDF ACTUALPOLICY INDEX

1 YEAR
3 YEARS
5 YEARS
10 YEARS

Overall market growth combined with a well-diversified portfolio of assets resulted in strong returns for The San Diego Foundation endowment fund, which outperformed or met all policy benchmarks for each time horizon.

The Foundation’s Policy Index is a composite of indexes reflecting our diversified portfolio, specifically: 48% MSCI ACWI, 11% BC US Universal, 3% BC Corp High Yield Index, 3% JPM GBI-­EM Diversified Index, 9% NCREIF ODCE, 15% HFRI FOF Index, 7% Cambridge Assoc. U.S. Private Equity Index Lagged, 4% Bloomberg Commodity Index

LEARN ABOUT OUR INVESTMENT STRATEGY
*as of June 30, 2017

MORE STORIES OF IMPACT

Engaging a Community Through Art

Engaging a Community Through Art

The San Diego Foundation Creative Catalyst Program strengthens our creative economy by providing opportunities for artists to grow their careers and create works that increase civic engagement and enrich regional quality of life. Creative Catalyst fellow Michelle Montjoy’s community-driven art project in North County brought people from diverse backgrounds together to engage in a bigger conversation. Through her work, she demonstrated that art can go beyond inspiring an audience and connect deeper to our sense of community.

LEARN MORE ABOUT THE IMPACT OF CREATIVE CATALYST FELLOWS
Leading Through Innovation

Leading Through Innovation

Decades ago, Goodwill Industries proved that a simple yet unconventional business model can yield dividends in community impact and nonprofit financial sustainability. Today, more organizations have moved beyond traditional giving models and are no longer reliant solely on donor contributions. Using innovative social enterprise strategies, The San Diego Foundation is training local nonprofits so they can continue to evolve and strengthen our communities.

LEARN MORE ABOUT SOCIAL ENTERPRISE
Investing in Our Future

Investing in Our Future

With limited educational resources and opportunities, local student Andrea Villanueva wasn’t always in a position to be a scientist. Today, that has changed. By creating more educational opportunities with internships and mentorships in STEM, The San Diego Foundation Science & Technology Program and San Diego Workforce Partnership are building a stronger future for Andrea and other youth aspiring to work in San Diego’s innovation economy.

LEARN ABOUT THE NEXT GENERATION OF SCIENTISTS

SOURCES OF GIVING

WHERE GRANTS COME FROM

The San Diego Foundation has 2,077 charitable funds, including 89 funds opened in FY 2017, designated for grantmaking to create more opportunities and advance a vibrant quality of life for all San Diegans.

DONOR ADVISED 73.95%
NONPROFIT 13.14%
SCHOLARSHIP 8.00%
COMMUNITY & FIELD OF INTEREST 3.52%
MITIGATION 1.33%
CHARITABLE GIFT ANNUITIES 0.06%
SEE NEW FUNDS
*as of June 30, 2017

BUILDING FOR THE FUTURE

TOTAL ASSETS MANAGED

The Foundation ended Fiscal Year 2017 with $732 million in assets invested and managed, with more than $462 million in endowment funds.

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Opportunities for San Diegans