COASTAL COMMUNITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COASTAL COMMUNITY FOUNDATION (EIN 33-0216692)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349316637
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:25:17-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330690020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330216692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COAS | BusinessNameControlTxt |
| Phone | 7609429245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 S RANCHO SANTA FE ROAD STE F50 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZIMMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7609429245 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | ZIMMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A GLASER | PreparerPersonNm |
| PTIN | P00886843 | PTIN |
| Phone | 8584551200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON OMAHEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 S RANCHO SANTA FE ROAD STE F50 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,793,634 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | COASTALFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO HELP INDIVIDUALS AND FAMILIES MEET THEIR CHARITABLE GOALS; MAKE GRANTS TO SUPPORT NONPROFIT PROGRAMS, EDUCATION AND COMMUNITY NEEDS; PROVIDE SUPPORT AND TRAINING FOR NONPROFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 121 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,267,093 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,362,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $118,793 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $133,832 | CYProgramServiceRevenueAmt |
| PY Investment Income | $417,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $735,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,803,353 | PYTotalRevenueAmt |
| CY Total Revenue | $3,232,132 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,024,951 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $986,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $118,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $125,734 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,245 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $176,216 | PYOtherExpensesAmt |
| CY Other Expenses | $201,821 | CYOtherExpensesAmt |
| PY Total Expenses | $1,319,553 | PYTotalExpensesAmt |
| CY Total Expenses | $1,314,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $483,800 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,917,977 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,117,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,103,800 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $981,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,921,032 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,135,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,182,768 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE QUALITY OF LIFE IN NORTH COUNTY SAN DIEGO BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $902,210 | ExpenseAmt |
| Grant | $739,950 | GrantAmt |
| Revenue | $133,832 | RevenueAmt |
| Desc | THE FOUNDATION GRANTED $986,600 IN 2021. 77% OF THE GRANTS MADE IN 2021 SUPPORTED SAN DIEGO COUNTY NONPROFITS AND COMMUNITY PROJECTS.DONOR ADVISORS MAKE RECOMMENDATIONS TO THE FOUNDATION FOR GRANT DISTRIBUTIONS FROM THEIR FUNDS. GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS. GRANTS SUPPORT A WIDE VARIETY OF NONPROFIT ORGANIZATIONS LOCALLY, REGIONALLY AND NATIONALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $240,589 | ExpenseAmt |
| Grant | $197,320 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FIELD OF INTEREST - GRANT AWARDS ARE MADE IN A VARIETY OF INTEREST AREAS. FORMAL GRANT PROGRAMS INCLUDE:1. HAND TO HAND FOR PROGRAMS THAT EMPOWER CHANGE AND SELF-SUFFICIENCY FOR WOMEN AND GIRLS IN SAN DIEGO COUNTY. 2. MENTAL HEALTH GRANTS FOR PROGRAMS AND SERVICES THAT FOCUS ON MENTAL HEALTH INTERVENTION AND COUNSELING SERVICES FOR YOUTH.3. SOLANA BEACH FUND GRANTS ARE MADE FOR PROGRAMS AND PROJECTS THAT BUILD STRONGER NONPROFITS, HELP NEIGHBORHOODS AND FAMILIES, AND ENSURE A VIBRANT CULTURE IN SOLANA BEACH. 4. ENCINITAS FUND GRANTS PROVIDE SUPPORT FOR NONPROFIT PROGRAMS AND COMMUNITY PROJECTS FOR ENCINITAS AND ALL OF ITS NEIGHBORHOODS.5. THE HOMELESS AND HOUSING RECOVERY FUND PROVIDES GRANTS TO NONPROFIT PROGRAMS AND SERVICES THAT ADDRESS HOUSING NEEDS AND THE CONTINUUM OF CARE FOR RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,147 | ExpenseAmt |
| Grant | $49,330 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION AND SCHOLARSHIPS - GRANTS WERE MADE FOR TECHNICAL AND CAREER TRAINING PROGRAMS AND STEAM PROGRAMS FOR YOUTH IN NORTH COUNTY SAN DIEGO SCHOOLS. SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS FROM NORTH COUNTY HIGH SCHOOL DISTRICTS AND TO STUDENTS WHO QUALIFY FOR RENEWAL SCHOLARSHIPS. SCHOLARSHIPS ARE ALSO AWARDED TO COLLEGE STUDENTS IN SPECIFIC FIELDS OF STUDY.THE FOUNDATION'S GIVING CIRCLES AND GRANT PROGRAMS SUPPORT A VARIETY OF NONPROFITS IN NORTH COUNTY SAN DIEGO. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,202,946 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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 | 7609429245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 S RANCHO SANTA FE ROAD STE F50 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|
| JOHN KELTING | |||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETE IVERSON | |||||||
| VICE PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ED BLODGETT | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERRY MESMAN | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT BUELL | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM COX | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN DUNCAN BONNER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB GRISWOLD | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC HALL | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA HALL | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GABE KOFF | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDREA KWOKA | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LAPADULA | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN RUNAGER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RODGER SMITH | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ZIMMER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON OMAHEN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $81,000 | $0 | $7,123 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $81,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,123 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,362,676 | AllOtherContributionsAmt |
| Noncash Contributions | $327,251 | NoncashContributionsAmt |
| Total Contributions | $2,362,676 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ADMIN FEES | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $133,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133,832 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $133,832 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,424 | TotalRevenueColumnAmt |
| Exclusion | $130,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,166,702 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,561,502 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $605,200 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,200 | TotalRevenueColumnAmt |
| Exclusion | $605,200 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,232,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133,832 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $735,624 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,600 | TotalAmt |
| Program Services | $986,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,000 | TotalAmt |
| Program Services | $46,980 | ProgramServicesAmt |
| Management And General | $25,920 | ManagementAndGeneralAmt |
| Fundraising | $8,100 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,911 | TotalAmt |
| Program Services | $24,636 | ProgramServicesAmt |
| Management And General | $13,649 | ManagementAndGeneralAmt |
| Fundraising | $4,626 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,823 | TotalAmt |
| Management And General | $1,823 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,325 | TotalAmt |
| Program Services | $127,325 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $480 | ProgramServicesAmt |
| Management And General | $2,360 | ManagementAndGeneralAmt |
| Fundraising | $1,160 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,369 | TotalAmt |
| Management And General | $21,369 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398 | TotalAmt |
| Program Services | $934 | ProgramServicesAmt |
| Management And General | $4,319 | ManagementAndGeneralAmt |
| Fundraising | $2,145 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864 | TotalAmt |
| Program Services | $605 | ProgramServicesAmt |
| Management And General | $216 | ManagementAndGeneralAmt |
| Fundraising | $43 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,295 | TotalAmt |
| Program Services | $1,140 | ProgramServicesAmt |
| Management And General | $1,155 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183 | TotalAmt |
| Program Services | $1,637 | ProgramServicesAmt |
| Fundraising | $546 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,020 | TotalAmt |
| Program Services | $7,851 | ProgramServicesAmt |
| Management And General | $4,485 | ManagementAndGeneralAmt |
| Fundraising | $1,684 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,478 | TotalAmt |
| Management And General | $5,478 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND PERMITS | $8,817 | $8,817 | ||
| TELEPHONE | $2,740 | $577 | $1,698 | $465 |
| DUES AND SUBSCRIPTIONS | $1,819 | $319 | $1,135 | $365 |
| PRINTING AND PUBLICATIO | $1,291 | $75 | $878 | $338 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222 | TotalAmt |
| Program Services | $1,047 | ProgramServicesAmt |
| Management And General | $402 | ManagementAndGeneralAmt |
| Fundraising | $773 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314,155 | TotalAmt |
| Program Services | $1,202,946 | ProgramServicesAmt |
| Management And General | $90,964 | ManagementAndGeneralAmt |
| Fundraising | $20,245 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,402 | BOYAmt |
| EOY | $2,438,976 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,939 | BOYAmt |
| EOY | $664,335 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,370 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,783,891 | BOYAmt |
| EOY | $7,998,439 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,815 | BOYAmt |
| EOY | $900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,117,417 | BOYAmt |
| EOY | $11,103,800 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,732 | BOYAmt |
| EOY | $1,921,032 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,732 | BOYAmt |
| EOY | $1,921,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,278 | BOYAmt |
| EOY | $6,008,910 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,407 | BOYAmt |
| EOY | $3,173,858 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,135,685 | BOYAmt |
| EOY | $9,182,768 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,117,417 | BOYAmt |
| EOY | $11,103,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,917,977 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,548 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $71,558 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,024,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,122,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,088,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,362,676 | CurrentTaxYearAmt |
| Total | $7,029,878 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,024,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,122,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,088,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,362,676 | CurrentTaxYearAmt |
| Total | $7,029,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $172,905 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,856,973 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,424 | CurrentTaxYearAmt |
| Total | $1,078,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,108,573 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $558,937 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: DATE: 12/31/17 AMOUNT: 1250000. DESCRIPTION: DATE: 12/31/21 AMOUNT: 1600000. |
| PART 1 ADDITIONAL SUPPLEMENTAL INFORMATION | THE FOUNDATION HOLDS FUNDS ESTABLISHED BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT WITH THE FOUNDATION AS CUSTODIAN. THE FOUNDATION REPORTS THE CONTRIBUTIONS TO THESE FUNDS ON SCHEDULE A AS PUBLIC SUPPORT. THE FOUNDATION DOES NOT CHARACTERIZE THESE CONTRIBUTIONS AS REVENUE. NEW FUNDS RECEIVED IN 2019 TOTALED $101,000. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 41 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,878,286 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $577,115 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,703,541 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,321,091 | BeginningYearBalanceAmt |
| Contributions | $21,495 | ContributionsAmt |
| Investment Earnings Or Losses | $312,740 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $85,825 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,595 | AdministrativeExpensesAmt |
| End Year Balance | $2,517,906 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,053,564 | BeginningYearBalanceAmt |
| Contributions | $158,120 | ContributionsAmt |
| Investment Earnings Or Losses | $208,927 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,746 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $41,774 | AdministrativeExpensesAmt |
| End Year Balance | $2,321,091 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,002,084 | BeginningYearBalanceAmt |
| Contributions | $31,965 | ContributionsAmt |
| Investment Earnings Or Losses | $327,218 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $66,245 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,203 | AdministrativeExpensesAmt |
| End Year Balance | $2,053,564 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,181,645 | BeginningYearBalanceAmt |
| Contributions | $84,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$115,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,946 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,350 | AdministrativeExpensesAmt |
| End Year Balance | $2,002,084 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,041,477 | BeginningYearBalanceAmt |
| Contributions | $46,692 | ContributionsAmt |
| Investment Earnings Or Losses | $237,874 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,192 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $49,206 | AdministrativeExpensesAmt |
| End Year Balance | $2,181,645 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL AND EXCHANGE TRADED FUNDS | $7,457,992 | F |
| US GOVERNMENT SECURITIES | $540,447 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,998,439 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $3,140,986 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $57,548 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $57,548 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,083,438 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $148,694 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $148,694 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,232,132 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,165,461 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,165,461 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $148,694 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $148,694 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,314,155 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS HELD ON BEHALF OF OTHERS INCLUDE ENDOWMENTS ESTABLISHED BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S SAN DIEGO | |||||||||
| 3635 RUFFIN ROAD SUITE 300 | SAN DIEGO | CA | 92123 | 475534541 | 501(C)(3) | $10,000 | $0 | FAMILY SUPPORT SERVICES | |
| BOYS & GIRLS CLUB OF VISTA | |||||||||
| 410 W CALIFORNIA AVE | VISTA | CA | 92083 | 952266749 | 501(C)(3) | $6,000 | $0 | SUPPORTING THE SMART GIRLS PROJECT & MUSIC MAKERS PROGRAM | |
| BOYS & GIRLS CLUBS OF SAN DIEGUITO | |||||||||
| 533 LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 952266749 | 501(C)(3) | $37,000 | $0 | TO SUPPORT YOUTH SPORTS & ACTIVITIES | |
| BROTHER BENNO FOUNDATION | |||||||||
| 3260 PRODUCTION AVENUE | OCEANSIDE | CA | 92058 | 330051575 | 501(C)(3) | $14,300 | $0 | GENERAL SUPPORT | |
| CAL POLY SAN LUIS OBISPO | |||||||||
| FINANCIAL AID OFFICE/CASHIER | SAN LUIS OBISPO | CA | 934070501 | 204927897 | 501(C)(3) | $5,500 | $0 | SCHOLARSHIPS | |
| CAMPANILE FOUNDATION SDSU | |||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921821968 | 330868418 | 501(C)(3) | $25,000 | $0 | SCHOLARSHIP IN COMMUNICATION | |
| CASA DE AMISTAD CENTRO DE ENSENANZA | |||||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | 260016331 | 501(C)(3) | $5,600 | $0 | GENERAL SUPPORT & STUDY COMPANIONS PROGRAM | |
| COMMUNITY RESOURCE CENTER | |||||||||
| 650 SECOND STREET | ENCINITAS | CA | 92024 | 953497926 | 501(C)(3) | $68,750 | $0 | GENERAL SUPPORT AND ACQUISITION OF PROPERTY | |
| DREAMS FOR CHANGE | |||||||||
| PO BOX 16327 | SAN DIEGO | CA | 92176 | 270447059 | 501(C)(3) | $10,000 | $0 | WORK WITH OCEANSIDE HOMELESS RESOURCES | |
| FLEET SCIENCE CENTER | |||||||||
| PO BOX 33303 | SAN DIEGO | CA | 921633303 | 956066250 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT & IMAX PROJECT | |
| FOUNDATION FOR WOMEN WARRIORS | |||||||||
| 1185 PARK CENTER DRIVE SUITE R | VISTA | CA | 92081 | 205523954 | 501(C)(3) | $10,000 | $0 | WOMEN VETERAN TRANSITION & EMERGENCY SERVICES | |
| FRIENDS OF ENCINITAS LIBRARY | |||||||||
| 540 CORNISH DRIVE | ENCINITAS | CA | 92024 | 953533842 | 501(C)(3) | $14,693 | $0 | GENERAL SUPPORT | |
| HERITAGE RANCH | |||||||||
| 450 QUAIL GARDENS DRIVE | ENCINITAS | CA | 92024 | 330310885 | 501(C)(3) | $12,850 | $0 | GENERAL SUPPORT | |
| HOPE FOR THE FATHERLESS | |||||||||
| 558 CASTLE PINES PKWY UNITE B4220 | CASTLE PINES | CO | 80108 | 823819644 | 501(C)(3) | $7,800 | $0 | ALBUM PROJECT | |
| INTERFAITH COMMUNITY SERVICES | |||||||||
| 550 WEST WASHINGTON AVENUE | ESCONDIDO | CA | 92025 | 953837714 | 501(C)(3) | $25,000 | $0 | CORE STAFF SUPPORT FOR CARLSBAD / OCEANSIDE SERVICE CENTERS | |
| KPBS | |||||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 921825400 | 956042721 | 501(C)(3) | $12,250 | $0 | GENERAL SUPPORT | |
| MAGDALENA ECKE FAMILY YMCA | |||||||||
| 200 SAXONY ROAD | ENCINITAS | CA | 92024 | 952039198 | 501(C)(3) | $87,000 | $0 | GENERAL SUPPORT & SCHOLARSHIPS | |
| MANA DE SAN DIEGO | |||||||||
| 404 EUCLID AVE SUITE 308 | SAN DIEGO | CA | 92114 | 330821060 | 501(C)(3) | $10,000 | $0 | MANA-LATINA EDUCATION FOR ECONOMIC MOBILITY | |
| NATURE COLLECTIVE | |||||||||
| PO BOX 230634 | ENCINITAS | CA | 92023 | 330358660 | 501(C)(3) | $14,500 | $0 | LAKE DR. HABITAT RESTORATION & GENERAL SUPPORT | |
| NORTH COAST REPERTORY THEATRE | |||||||||
| 987 D LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 953819307 | 501(C)(3) | $57,850 | $0 | GENERAL SUPPORT | |
| NORTH COUNTY LIFELINE INC | |||||||||
| 200 MICHIGAN AVE | VISTA | CA | 92084 | 952794253 | 501(C)(3) | $41,230 | $0 | EDUCATIONAL SUPPORT FOR YOUTH, HOMELESS AND FOSTER | |
| OCEANSIDE HOMELESS RESOURCE CENTER | |||||||||
| 232 S HORNE STREET UNIT E | OCEANSIDE | CA | 92054 | 850512263 | 501(C)(3) | $5,500 | $0 | FOR OHR PORTION OF TRANSITIONAL HOUSING APRIL 2021 | |
| OCEANSIDE MUSEUM OF ART | |||||||||
| 704 PIER VIEW WAY | OCEANSIDE | CA | 92054 | 330653905 | 501(C)(3) | $48,940 | $0 | GENERAL SUPPORT | |
| OPERATION HOPE-VISTA | |||||||||
| 859 EAST VISTA WAY | VISTA | CA | 92084 | 571214920 | 501(C)(3) | $7,500 | $0 | STEPS TO INDEPENDENCE PROGRAM | |
| PI KAPPA ALPHA FOUNDATION | |||||||||
| 8347 WEST RANGE COVE | MEMPHIS | TN | 38125 | 626039877 | 501(C)(3) | $25,000 | $0 | MIKE HALL PERPETUAL SCHOLARSHIP FUND | |
| RANCHO SANTA FE FOUNDATION | |||||||||
| PO BOX 811 | RANCHO SANTA FE | CA | 92067 | 953709639 | 501(C)(3) | $10,500 | $0 | NORTH COUNTY COVID-19 RESPONSE FUND | |
| SAN DIEGO BOTANIC GARDEN | |||||||||
| 230 QUAIL GARDENS DR | ENCINITAS | CA | 92024 | 956120581 | 501(C)(3) | $13,000 | $0 | GENERAL SUPPORT | |
| SAN DIEGUITO RIVER PARK JPA | |||||||||
| 18372 SYCAMORE CREEK ROAD | ESCONDIDO | CA | 92025 | 330191772 | 501(C)(3) | $13,754 | $0 | BENCH AND LAGOON TRAIL | |
| SAN DIEGUITO UNION HIGH SCHOOL DISTRICT | |||||||||
| 710 ENCINITAS BLVD | ENCINITAS | CA | 92024 | 501(C)(3) | $22,858 | $0 | SUPPORT FOR CTE TEACHER PROJECTS | ||
| SAN DIEGUITO UNITED METHODIST CHURCH | |||||||||
| 170 CALLE MAGDALENA | ENCINITAS | CA | 92024 | 501(C)(3) | $22,000 | $0 | GENERAL SUPPORT | ||
| SAN MARCOS PROMISE | |||||||||
| 255 PICO AVENUE UNIT 103 | SAN MARCOS | CA | 92069 | 465460510 | 501(C)(3) | $15,500 | $0 | TWIN OAKS HIGH SCHOOL STUDENT REWARD PROGRAM & FUTURES CENTER | |
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| SCRIPPS HEALTH FOUNDATION | |||||||||
| 354 SANTA FE DRIVE | ENCINITAS | CA | 92024 | 951684089 | 501(C)(3) | $40,000 | $0 | NEW EMCO MACHINE, CATHERIZATION LAB MONITOR & SUPPORT FOR HOSPITAL | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||
| UCLA FINANCIAL AID OFFICE | LOS ANGELES | CA | 900957089 | 952250801 | 501(C)(3) | $5,050 | $0 | SCHOLARSHIPS | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO - UC REGENTS | |||||||||
| STUDENT BUSINESS SERVICES--SCHOLARS | LA JOLLA | CA | 920930026 | 952872494 | 501(C)(3) | $6,000 | $0 | SCHOLARSHIPS | IPS |
| VISTA COMMUNITY CLINIC | |||||||||
| 465 LA TORTUGA DRIVE | VISTA | CA | 92081 | 952815615 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS-MEDICAL ASSISTANT PROGRAM OR SUPPLEMENTAL AID | |
| WALLOWA VALLEY HEALTH CARE FOUNDATION | |||||||||
| PO BOX 53 | ENTERPRISE | OR | 97828 | 943140067 | 501(C)(3) | $10,000 | $0 | SUPPORT FOR ANNUAL DINNER | |
| YOUNG AMERICA'S FOUNDATION - REAGAN RANCH CENTER | |||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | 237042029 | 501(C)(3) | $10,000 | $0 | SUPPORT OF REAGAN RANCH | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $222,251 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR AND AUDIT COMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO APPROVAL. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD AND COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. DIRECTORS AND VOLUNTEERS ARE ASKED TO DISCLOSE ANY CONFLICTS BEFORE A VOTE IS TAKEN. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BASED ON AN ANNUAL REVIEW AND COMPARABLE SALARY INFORMATION FROM SIMILAR SIZED FOUNDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND ON GUIDESTAR. THE FOUNDATION HAS BEEN ACKNOWLEDGED AS A TRUSTED PARTNER ON GUIDESTAR AND HAS PASSED THE NATIONAL STANDARDS BY THE COUNCIL ON FOUNDATIONS, WHICH INDICATED THAT COASTAL COMMUNITY FOUNDATION IS IN COMPLIANCE WITH STANDARDS FOR U.S. COMMUNITY FOUNDATIONS. COPIES OF INFORMATION CAN ALSO BE REQUESTED BY PHONE. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OVERSEES THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PROPOSALS RECEIVED AND MAKE A RECOMMENDATION TO THE BOARD FOR WHICH FIRM TO ENGAGE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL REPORTS AND AUDIT, DEVELOPS QUESTIONS TO ASK AND MEETS WITH THE AUDIT FIRM TO REVIEW THE AUDIT REPORT BEFORE ISSUING. THE COMMITTEE ALSO REVIEWS THE MANAGEMENT LETTER AND WILL MEET TO DISCUSS ITEMS INCLUDED IN THE LETTER. |
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