2022-02-03T16:28:30-08:00 2021-06-30 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 92108 990 2020-07-01 330299972 SAN DIEGO LIONS WELFARE FOUNDATION SAND 6192397264 310 MARKET STREET SAN DIEGO CA 92101 TED KAY Trustee 2022-02-03 true TED KAY 999009999 MICHAEL J ZIZZI P00085553 6192947200 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z VICTORIA WIERIG 310 MARKET STREET SAN DIEGO CA 92101 256744 false X www.sandiegolions.org/welfare-foundation.html X 1987 CA The Foundation was organized for the promotion of the welfare of humanity, including the sight impaired, the hearing impaired and the under-privileged. 19 19 0 50 0 12455 72880 0 248902 134251 1437 49613 262794 256744 233983 280995 0 44000 44000 0 0 34654 39504 312637 364499 -49843 -107755 5003844 5914234 148705 135466 4855139 5778768 The Foundation was organized for the promotion of the welfare of humanity, including the sight impaired, the hearing impaired and the under-privileged. false false 280995 280995 SUPPORTED ORGANIZATIONS - PROVIDE FUNDS TO THE TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTED ORGANIZATION; LIONS CLUB OF SAN DIEGO. THE BOARDS COORDINATE TO DIRECT THESE FUNDS TO VARIOUS ORGANIZATIONS IN THE SAN DIEGO AREA INCLUDING SIGHT IMPAIRED PROGRAMS, YOUTH ACTIVITY PROGRAMS, HEARING IMPARIED PROGRAMS AND AFFORDABLE HOUSING PROGRAMS. THESE FUNDS ARE ALSO USED TO PROVIDE SCHOLARSHIPS TO AT-RISK YOUTH IN THE SAN DIEGO AREA. 280995 true false false false false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false true 1 0 false 0 false false false false false false false 0 false false false false false false false false false false X 19 19 false false true false true true false true true false false true true true true false false false false false CA X X VICTORIA WIERIG 6192397518 310 MARKET STREET SAN DIEGO CA 92101 VICTORIA WIERIG Executive Dir. 20.00 20.00 X 0 53045 18378 DORIS ALVAREZ Trustee 0.50 0.00 X 0 0 0 KIM BIDERMANN Trustee 0.50 0.00 X 0 0 0 ED FLETCHER Trustee 0.50 0.00 X 0 0 0 KATHLEEN BALDWIN Trustee 0.50 0.00 X 0 0 0 JOHANNA APPLE Trustee 0.50 0.00 X 0 0 0 JOSE CRUZ Trustee 0.50 0.00 X 0 0 0 SHARON MENDENHALL Trustee 0.50 0.00 X 0 0 0 TODD KAPRIELIAN Vice Chair 0.50 0.00 X X 0 0 0 LYNN GRAVER Trustee 0.50 0.00 X 0 0 0 MAIRE HUNT Trustee 0.50 0.00 X 0 0 0 SCOTTY SCHUETZ Trustee 0.50 0.00 X 0 0 0 RON KEMPF Trustee 0.50 0.00 X 0 0 0 PETER SINGER Trustee 0.50 0.00 X 0 0 0 RANDALL WOOD Trustee 0.50 0.00 X 0 0 0 STEVE ZAPOTICZNY Secretary/CFO 0.50 0.00 X X 0 0 0 TED KAY CHAIR 0.50 0.00 X X 0 0 0 JAMES LAGRONE Trustee 0.50 40.00 X 0 0 0 STEVE LUPTON Trustee 0.50 0.00 X 0 0 0 DOUG WAHL Trustee 0.50 0.00 X 0 0 0 MARK DAVIS Trustee 0.50 0.00 X 0 0 0 MICHAEL ANGELO CAMACHO Trustee 0.50 0.00 X 0 0 0 DAVE OWENS Trustee 0.50 0.00 X 0 0 0 DENNIS HAWKINS Trustee 0.50 0.00 X 0 0 0 53045 18378 0 false false false 0 72880 72880 0 134251 134251 0 0 0 0 49566 49566 49566 0 0 MISCELLANEOUS 900099 47 47 47 256744 47 183817 280995 280995 0 0 0 0 0 44000 44000 0 0 0 0 0 0 0 0 0 10690 10690 15940 15940 0 0 0 0 0 0 0 0 0 0 9705 9705 TAX AND LICENSE 1075 1075 REPAIR AND MAINTENANCE 966 966 CABLE AND INTERNET 784 784 BANK FEES 344 344 0 364499 280995 83504 0 103387 70496 235802 93583 0 0 0 0 0 0 4399 0 38640 38640 0 4166661 5146870 0 0 0 493595 603285 5003844 5914234 720 31800 116905 134746 148705 135466 X 3323592 3891658 1531547 1887110 4855139 5778768 5003844 5914234 -107755 1068037 -36653 X false true X true false X X 1 LIONS CLUB OF SAN DIEGO 950939292 10 false 280995 0 1 280995 0 true false true true true false false false false false false false false false false false false true true true 0 0 1345 49566 1345 49566 0 34955 36653 0 -33610 12913 4272975 4688852 351070 256820 376690 468619 5000735 5414291 0 0 5000735 5414291 0 5000735 5414291 175026 189500 0 175026 189500 -33610 -28569 175026 175026 0 175026 280995 0 0 0 0 0 280995 0 175026 0.00000 175026 0 0 0 248429 289182 233983 771594 0 175026 0 596568 280995 0 280995 0 0 877563 0 73403 289182 233983 280995 Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination THE FOUNDATION MAINTAINS A COPY OF THE DETERMINATION LETTER FOR THE SAN DIEGO LIONS CLUB AND ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III TO CONFIRM THAT THE CLUB MEETS THE PUBLIC SUPPORT TEST ON AN ANNUAL BASIS. Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place SAN DIEGO LIONS WELFARE FOUNDATION DICTATES TO WHICH CHARITABLE ORGANIZATIONS THE FUNDS DISTRIBUTED TO LIONS CLUB OF SAN DIEGO WILL PAID. THE EXECUTIVE DIRECTOR OF THE SUPPORTED ORGANIZATION WORKS WITH THE BOARD TO ENSURE ALL FUNDS ARE DISBURSED AS DIRECTED. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played THE BOARD OF THE LIONS CLUB OF SAN DIEGO COORDINATES WITH THE BOARD OF SAN DIEGO LIONS WELFARE FOUNDATION DIRECTLY AND CONTINUOUSLY ON BOTH INVESTMENT POLICIES AND DIRECTION OF ASSETS. 289355 83989 13178 360166 276049 26341 13035 289355 302128 -13321 12758 276049 296269 18526 12667 302128 277893 22935 4559 296269 1.00000 true false false 16249 16249 22391 22391 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 360166 ORTON CRUT 243119 603285 CHARITABLE REMAINDER TRUST LIAB. 134746 134746 X 1288128 1068037 1068037 220091 36653 36653 256744 364499 364499 364499 Part V, Line 4: Intended uses of the endowment fund. TO SUPPORT DAILY OPERATIONS OF THE ORGANIZATION Part X : FIN48 Footnote The Foundation is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of The Foundation is a public charity and is 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. The Foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation is not a private foundation.The Foundations Return of Organization Exempt from Income Tax for the years ended June 30, 2021, 2020, 2019 and 2018 is subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. X false MIKE MORROW 46750 46750 46750 46750 46750 true LIONS CLUB OF SAN DIEGO 310 MARKET ST SAN DIEGO CA 92101 950939292 280995 0 TO BE DISTRIBUTED TO SD CHARITIES 0 1 Grantmaker's Description of How Grants are Used COMMITTEES VOTE TO DETERMINE DESTINATION OF FUNDS. A REQUEST FOR THE USE OF THOSE FUNDS ARE MADE BY THE ORGANIZATION. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE ORGANIZATION BY-LAWS WERE REVISED DURING THE FISCAL YEAR. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder MEMBERS OF LIONS CLUB OF SAN DIEGO Form 990, Part VI, Line 11b: Form 990 Review Process Form is distributed to Trustees for review prior to approval at a meeting. Trustees are encouraged to discuss and question Form 990 prior to voting on approval, which happens prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts TRUSTEES RECUSE THEMSELVES FROM DISCUSSIONS AND ABSTAIN FROM VOTES ON GRANTS WHERE THEIR OTHER ORGANIZATION HAS AN INTEREST. ALL VOTES ARE HELD IN A PUBLIC FORUM, WHERE THE CHAIR MONITORS AND ENFORCES THIS POLICY. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available AVAILABLE UPON REQUEST FORM 990, PART V, LINE 2A & PART IX, LINE 7 THE ORGANIZATION REIMBURSES THE RELATED ORGANIZATION, LIONS CLUB OF SAN DIEGO, FOR OFFICER COMPENSATION. NO PAYROLL IS PROCESSED UNDER THE NAME AND EIN OF SAN DIEGO LIONS WELFARE FOUNDATION. LIONS CLUB OF SAN DIEGO 310 MARKET STREET SAN DIEGO CA 92101 950939292 PROVIDES MANAGEMENT SERVICES CA 501(C)4 N/A false false true false false false false false false false false false false false false false true false false false LIONS CLUB OF SAN DIEGO b 280995 FMV LIONS CLUB OF SAN DIEGO p 44000 COST