2022-11-14T16:25:17-06:00 2021-12-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990 2021-01-01 330216692 COASTAL COMMUNITY FOUNDATION COAS 7609429245 162 S RANCHO SANTA FE ROAD STE F50 ENCINITAS CA 92024 ROBERT ZIMMER TREASURER 7609429245 2022-11-10 1 ROBERT ZIMMER 999009999 JENNIFER A GLASER P00886843 8584551200 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z SHARON OMAHEN 162 S RANCHO SANTA FE ROAD STE F50 ENCINITAS CA 92024 4793634 0 X COASTALFOUNDATION.ORG X 1986 CA 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 16 16 3 121 0 0 1267093 2362676 118793 133832 417467 735624 0 0 1803353 3232132 1024951 986600 0 0 118386 125734 0 0 20245 176216 201821 1319553 1314155 483800 1917977 8117417 11103800 981732 1921032 7135685 9182768 X TO ENHANCE THE QUALITY OF LIFE IN NORTH COUNTY SAN DIEGO BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS. 0 0 902210 739950 133832 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. 240589 197320 0 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. 60147 49330 0 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. 1202946 1 1 0 0 0 1 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 7609429245 162 S RANCHO SANTA FE ROAD STE F50 ENCINITAS CA 92024 JOHN KELTING PRESIDENT 1.00 0.00 X X 0 0 0 PETE IVERSON VICE PRESIDENT 0.50 0.00 X X 0 0 0 ED BLODGETT SECRETARY 0.50 0.00 X X 0 0 0 SHERRY MESMAN TREASURER 1.00 0.00 X X 0 0 0 ROBERT BUELL DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM COX DIRECTOR 0.50 0.00 X 0 0 0 KAREN DUNCAN BONNER DIRECTOR 0.50 0.00 X 0 0 0 BOB GRISWOLD DIRECTOR 0.50 0.00 X 0 0 0 ERIC HALL DIRECTOR 0.50 0.00 X 0 0 0 LINDA HALL DIRECTOR 0.50 0.00 X 0 0 0 GABE KOFF DIRECTOR 0.50 0.00 X 0 0 0 ALEXANDREA KWOKA DIRECTOR 0.50 0.00 X 0 0 0 MIKE LAPADULA DIRECTOR 0.50 0.00 X 0 0 0 JOHN RUNAGER DIRECTOR 0.50 0.00 X 0 0 0 RODGER SMITH DIRECTOR 0.50 0.00 X 0 0 0 ROBERT ZIMMER DIRECTOR 0.50 0.00 X 0 0 0 SHARON OMAHEN EXECUTIVE DIRECTOR 40.00 0.00 X 81000 0 7123 81000 0 7123 0 0 0 0 0 2362676 327251 2362676 CHARITABLE GIFT ADMIN FEES 525920 133832 133832 133832 130424 130424 2166702 1561502 605200 605200 605200 3232132 133832 0 735624 986600 986600 81000 46980 25920 8100 42911 24636 13649 4626 1823 1823 127325 127325 4000 480 2360 1160 21369 21369 7398 934 4319 2145 864 605 216 43 2295 1140 1155 2183 1637 546 14020 7851 4485 1684 5478 5478 LICENSES AND PERMITS 8817 8817 TELEPHONE 2740 1698 577 465 DUES AND SUBSCRIPTIONS 1819 1135 319 365 PRINTING AND PUBLICATIO 1291 878 75 338 2222 1047 402 773 1314155 1202946 90964 20245 215402 2438976 1066939 664335 1150 2370 6783891 7998439 48815 900 8117417 11103800 981732 1921032 981732 1921032 X 92278 6008910 7043407 3173858 7135685 9182768 8117417 11103800 1917977 57548 71558 0 X X 0 1 X 1 0 X 1024400 1122214 1088274 1432314 2362676 7029878 1024400 1122214 1088274 1432314 2362676 7029878 172905 6856973 407057 184928 215519 140767 130424 1078695 8108573 558937 0.84560 0.61810 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 1878286 577115 6703541 1 1 0 1 X 2321091 21495 312740 85825 51595 2517906 2053564 158120 208927 57746 41774 2321091 2002084 31965 327218 66245 45203 2053564 2181645 84239 -115504 95946 52350 2002084 2041477 46692 237874 95192 49206 2181645 0.02000 0.96000 0.02000 0 0 0 MUTUAL AND EXCHANGE TRADED FUNDS 7457992 F US GOVERNMENT SECURITIES 540447 F 7998439 3140986 57548 57548 3083438 148694 148694 3232132 1165461 0 1165461 148694 148694 1314155 PART IV, LINE 2B: AMOUNTS HELD ON BEHALF OF OTHERS INCLUDE ENDOWMENTS ESTABLISHED BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT. 0 ALZHEIMER'S SAN DIEGO 3635 RUFFIN ROAD SUITE 300 SAN DIEGO CA 92123 475534541 501(C)(3) 10000 0 FAMILY SUPPORT SERVICES BOYS & GIRLS CLUB OF VISTA 410 W CALIFORNIA AVE VISTA CA 92083 952266749 501(C)(3) 6000 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) 37000 0 TO SUPPORT YOUTH SPORTS & ACTIVITIES BROTHER BENNO FOUNDATION 3260 PRODUCTION AVENUE OCEANSIDE CA 92058 330051575 501(C)(3) 14300 0 GENERAL SUPPORT CAL POLY SAN LUIS OBISPO FINANCIAL AID OFFICE/CASHIER SAN LUIS OBISPO CA 934070501 204927897 501(C)(3) 5500 0 SCHOLARSHIPS CAMPANILE FOUNDATION SDSU 5500 CAMPANILE DRIVE SAN DIEGO CA 921821968 330868418 501(C)(3) 25000 0 SCHOLARSHIP IN COMMUNICATION CASA DE AMISTAD CENTRO DE ENSENANZA 120 STEVENS AVE SOLANA BEACH CA 92075 260016331 501(C)(3) 5600 0 GENERAL SUPPORT & STUDY COMPANIONS PROGRAM COMMUNITY RESOURCE CENTER 650 SECOND STREET ENCINITAS CA 92024 953497926 501(C)(3) 68750 0 GENERAL SUPPORT AND ACQUISITION OF PROPERTY DREAMS FOR CHANGE PO BOX 16327 SAN DIEGO CA 92176 270447059 501(C)(3) 10000 0 WORK WITH OCEANSIDE HOMELESS RESOURCES FLEET SCIENCE CENTER PO BOX 33303 SAN DIEGO CA 921633303 956066250 501(C)(3) 8000 0 GENERAL SUPPORT & IMAX PROJECT FOUNDATION FOR WOMEN WARRIORS 1185 PARK CENTER DRIVE SUITE R VISTA CA 92081 205523954 501(C)(3) 10000 0 WOMEN VETERAN TRANSITION & EMERGENCY SERVICES FRIENDS OF ENCINITAS LIBRARY 540 CORNISH DRIVE ENCINITAS CA 92024 953533842 501(C)(3) 14693 0 GENERAL SUPPORT HERITAGE RANCH 450 QUAIL GARDENS DRIVE ENCINITAS CA 92024 330310885 501(C)(3) 12850 0 GENERAL SUPPORT HOPE FOR THE FATHERLESS 558 CASTLE PINES PKWY UNITE B4220 CASTLE PINES CO 80108 823819644 501(C)(3) 7800 0 ALBUM PROJECT INTERFAITH COMMUNITY SERVICES 550 WEST WASHINGTON AVENUE ESCONDIDO CA 92025 953837714 501(C)(3) 25000 0 CORE STAFF SUPPORT FOR CARLSBAD / OCEANSIDE SERVICE CENTERS KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 921825400 956042721 501(C)(3) 12250 0 GENERAL SUPPORT MAGDALENA ECKE FAMILY YMCA 200 SAXONY ROAD ENCINITAS CA 92024 952039198 501(C)(3) 87000 0 GENERAL SUPPORT & SCHOLARSHIPS MANA DE SAN DIEGO 404 EUCLID AVE SUITE 308 SAN DIEGO CA 92114 330821060 501(C)(3) 10000 0 MANA-LATINA EDUCATION FOR ECONOMIC MOBILITY NATURE COLLECTIVE PO BOX 230634 ENCINITAS CA 92023 330358660 501(C)(3) 14500 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) 57850 0 GENERAL SUPPORT NORTH COUNTY LIFELINE INC 200 MICHIGAN AVE VISTA CA 92084 952794253 501(C)(3) 41230 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) 5500 0 FOR OHR PORTION OF TRANSITIONAL HOUSING APRIL 2021 OCEANSIDE MUSEUM OF ART 704 PIER VIEW WAY OCEANSIDE CA 92054 330653905 501(C)(3) 48940 0 GENERAL SUPPORT OPERATION HOPE-VISTA 859 EAST VISTA WAY VISTA CA 92084 571214920 501(C)(3) 7500 0 STEPS TO INDEPENDENCE PROGRAM PI KAPPA ALPHA FOUNDATION 8347 WEST RANGE COVE MEMPHIS TN 38125 626039877 501(C)(3) 25000 0 MIKE HALL PERPETUAL SCHOLARSHIP FUND RANCHO SANTA FE FOUNDATION PO BOX 811 RANCHO SANTA FE CA 92067 953709639 501(C)(3) 10500 0 NORTH COUNTY COVID-19 RESPONSE FUND SAN DIEGO BOTANIC GARDEN 230 QUAIL GARDENS DR ENCINITAS CA 92024 956120581 501(C)(3) 13000 0 GENERAL SUPPORT SAN DIEGUITO RIVER PARK JPA 18372 SYCAMORE CREEK ROAD ESCONDIDO CA 92025 330191772 501(C)(3) 13754 0 BENCH AND LAGOON TRAIL SAN DIEGUITO UNION HIGH SCHOOL DISTRICT 710 ENCINITAS BLVD ENCINITAS CA 92024 501(C)(3) 22858 0 SUPPORT FOR CTE TEACHER PROJECTS SAN DIEGUITO UNITED METHODIST CHURCH 170 CALLE MAGDALENA ENCINITAS CA 92024 501(C)(3) 22000 0 GENERAL SUPPORT SAN MARCOS PROMISE 255 PICO AVENUE UNIT 103 SAN MARCOS CA 92069 465460510 501(C)(3) 15500 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) 10000 0 GENERAL SUPPORT SCRIPPS HEALTH FOUNDATION 354 SANTA FE DRIVE ENCINITAS CA 92024 951684089 501(C)(3) 40000 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) 5050 0 SCHOLARSHIPS UNIVERSITY OF CALIFORNIA SAN DIEGO - UC REGENTS STUDENT BUSINESS SERVICES--SCHOLARS IPS LA JOLLA CA 920930026 952872494 501(C)(3) 6000 0 SCHOLARSHIPS VISTA COMMUNITY CLINIC 465 LA TORTUGA DRIVE VISTA CA 92081 952815615 501(C)(3) 10000 0 SCHOLARSHIPS-MEDICAL ASSISTANT PROGRAM OR SUPPLEMENTAL AID WALLOWA VALLEY HEALTH CARE FOUNDATION PO BOX 53 ENTERPRISE OR 97828 943140067 501(C)(3) 10000 0 SUPPORT FOR ANNUAL DINNER YOUNG AMERICA'S FOUNDATION - REAGAN RANCH CENTER 217 STATE STREET SANTA BARBARA CA 93101 237042029 501(C)(3) 10000 0 SUPPORT OF REAGAN RANCH X 15 222251 FMV 0 0 0 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.