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
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.
OPPORTUNITY THROUGH PHILANTHROPY
WHERE GRANTS DO GOOD
HEALTH & HUMAN SERVICES
$12,334,422 | 24.21% VIEW DETAILSCrime & 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 DETAILSArts 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 DETAILSAlliances & 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 DETAILSEducational 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 DETAILSCivil 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 DETAILSBig 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 DETAILSCrime & 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 DETAILSEducational 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 DETAILSArts 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 DETAILSCivil 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 DETAILSAlliances & 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 DETAILSBig 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.
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%
STORIES OF IMPACT
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 COMMUNITIESCollaborating 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 INITIATIVEIncreasing 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.ORGENDOWMENT FUND PERFORMANCE
TSDF ACTUALPOLICY INDEX
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
MORE STORIES OF IMPACT
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 FELLOWSLeading 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 ENTERPRISEInvesting 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 SCIENTISTSSOURCES 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.
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.