2019-10-24T11:38:06-07:00 2018-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2018-01-01 474949185 CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO CATH 8584908365 3888 PADUCAH DRIVE SAN DIEGO CA 92117 REV STEVEN F CALLAHAN President 2019-10-24 true Christopher M Roberts P00235008 6196155380 2018 2019-02-21 02:37:17Z 3888 PADUCAH DRIVE SAN DIEGO CA 921175349 94108415 false false X www.ccfsd.org X 2015 CA TO RECEIVE, MANAGE, SAFEGUARD AND GROW INVESTMENTS THAT SUPPORT ORGANIZATIONS AND DONORS CARRYING OUT THE MISSION OF OUR CATHOLIC FAITH. 14 14 3 22 0 1212395 1499672 245701 346442 155457 121467 0 1613553 1967581 128817 470338 0 249227 285017 0 135664 170611 150410 548655 905765 1064898 1061816 42003666 50256958 39514250 46979998 2489416 3276960 THE PURPOSE OF THIS CORPORATION IS TO DEVELOP, MANAGE AND SAFEGUARD THE FINANCIAL RESOURCES NECESSARY TO SUPPORT, SERVE AND OTHERWISE BENEFIT THE MISSION OF THE ROMAN CATHOLIC CHURCH, INCLUDING WORKS OF PIETY, OF THE APOSTOLATE AND OF CHARITY, WITHIN AND BEYOND THE TERRITORIAL BOUNDARIES OF THE PUBLIC JURIDIC PERSON KNOWN AS THE ROMAN CATHOLIC DIOCESE OF SAN DIEGO. false false 564619 470338 346442 THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO SERVES AS A RESOURCE FOR CREATING CATHOLIC LEGACIES AS A SPECIAL FORM OF STEWARDSHIP. AS A COMMUNITY FOUNDATION FOR CATHOLICS, WE ASSIST FAMILIES AND INDIVIDUALS TO PASS ALONG THEIR CATHOLIC HERITAGE AND VALUES TO FUTURE GENERATIONS.WE WORK TO ENCOURAGE CATHOLIC PHILANTHROPY AND THE STEWARDSHIP OF ASSETS TO GIVE BACK TO THE LORD FROM THE GIFTS HE HAS PROVIDED FOR US. WE MAKE CERTAIN THAT THE DONORS INTENTIONS ARE HONORED, AND HANDLE THE GRANTS AND DISTRIBUTIONS FROM THE FUNDS.ESTATE AND PLANNED GIVING SEMINARS ARE OFFERED TO EACH OF OUR 98 PARISHES. IN THESE SEMINARS, WE TEACH PARISHIONERS HOW TO MAKE A GIFT FROM THEIR ASSETS THROUGH THEIR WILLS OR ESTATE PLANS.THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO HELPS BUILD PERMANENT ENDOWMENT FUNDS FOR PARISHES, SCHOOLS AND ALL OTHER CATHOLIC MINISTRIES AND ORGANIZATIONS. WE WORK WITH PARISH AND SCHOOL LEADERS TO GROW THE ENDOWMENT FUNDS BY ENCOURAGING CATHOLICS AND OTHERS TO LEAVE LEGACIES TO THE ENDOWMENTS. TYPICALLY, THE ORIGINAL CORPUS FOR THESE FUNDS IS NOT INVADED. EARNINGS FROM THE ENDOWMENT INVESTMENTS ARE AVAILABLE TO THE DONOR FOR DISTRIBUTION ON A SEMI-ANNUAL BASIS TO CATHOLIC ORGANIZATIONS THAT ARE NEAR AND DEAR TO THEIR HEARTS.ONCE ENDOWMENTS ARE ESTABLISHED, THESE FUNDS ARE INVESTED IN A MANNER CONSISTENT WITH CATHOLIC VALUES INVESTING (CVI) STANDARDS ESTABLISHED BY THE U.S. CONFERENCE OF CATHOLIC BISHOPS. THEY ARE INVESTED IN A DIVERSIFIED MANNER TO PRESERVE AND GROW THE ENDOWMENTS. WE HANDLE THE ADMINISTRATIVE WORK FOR ENDOWMENT FUNDS AND PROVIDE GRANTS, UPON DONOR REQUEST, TO ASSIST OUR LOCAL CATHOLIC COMMUNITY.IN ADDITION TO ENDOWMENT FUNDS, THE FOUNDATION ALSO SUPPORTS THE ESTABLISHMENT OF PASS-THROUGH DONOR-ADVISED AND DESIGNATED FUNDS. BOTH OF THESE FUND TYPES FACILITATE GIVING AND MAKING AN IMPACT TODAY, TOMORROW AND IN FUTURE GENERATIONS. PASS-THROUGH DONOR-ADVISE FUNDS TEMPORARY IN NATURE, WITH FUNDS ON DEPOSIT FROM ONE MONTH TO SEVERAL YEARS. DISTRIBUTIONS FROM PASS-THROUGH DONOR-ADVISED FUNDS CAN BE DIRECTED BY DONORS TO NON-CATHOLIC ORGANIZATIONS, SUCH AS A DONORS ALMA MATER OR A NON-CATHOLIC CHARITY AS LONG AS ITS MISSION IS NOT INCONSISTENT WITH CATHOLIC VALUES. ONE OF THE KEY ADVANTAGES OF ESTABLISHING PASS-THROUGH DONOR-ADVISED FUNDS IS THAT THE DONOR RECEIVES AN IMMEDIATE, SINGLE TAX RECEIPT FROM THE FOUNDATION FOR THE GIFT AND THEN HAS SEVERAL MONTHS OR YEARS TO GRANT DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE FUTURE, AS DESIRED. 564619 true true false false false true false false true true false true false false false true true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 6 0 true 3 true false false false false false false false true 1 false false false false false false false false false false false false X 14 14 true false false false false false false true true false false true true true true true true true false false CA X X RYAN DOUGLAS 8584908365 3888 PADUCAH DRIVE SAN DIEGO CA 921175349 MSGR STEVEN F CALLAHAN President 1.00 0.00 X X 0 0 0 SUSAN CARTER Treasurer 1.00 0.00 X X 0 0 0 BRIAN CASTER Vice President 1.00 0.00 X X 0 0 0 JAMES BUDDY THOMAS Trustee 1.00 0.00 X 0 0 0 REV DANIEL J DILLABOUGH Trustee 1.00 0.00 X 0 0 0 DEAN DWYER Trustee 1.00 0.00 X 0 0 0 MARK FISHER Trustee 1.00 0.00 X 0 0 0 JAIME HONOLD Trustee 1.00 0.00 X 0 0 0 VIVIANA HONOLD Secretary 1.00 0.00 X X 0 0 0 THOMAS SCHOETTLE Trustee 1.00 0.00 X 0 0 0 KAREN CONDE Trustee 1.00 0.00 X 0 0 0 ED HEARN Trustee 1.00 0.00 X 0 0 0 FR NICK DEMPSEY Trustee 1.00 0.00 X 0 0 0 PETER MARLOW Trustee 1.00 0.00 X 0 0 0 GARY RECTENWALD Executive Dir. 40.00 0.00 X 131041 0 8503 131041 8503 1 false false false 0 1499672 211165 1499672 MANAGEMENT FEE INCOME 900099 346442 346442 346442 46244 46244 0 0 0 92216057 92140834 75223 75223 75223 0 0 0 0 1967581 346442 121467 470338 470338 0 0 0 139544 39133 47253 53158 0 101326 28773 34178 38375 0 44147 9977 15848 18322 0 0 0 0 0 0 0 70165 65420 4745 0 4171 205 3666 300 0 0 0 0 0 12820 712 8027 4081 0 0 0 0 LICENSES SOFTWARE & MAINT. 22380 2238 17904 2238 OUTREACH 13773 3731 6300 3742 SUBSCRIPTIONS & BOOKS 12620 4510 1533 6577 Printing and Publications 6705 2060 2277 2368 7776 2942 3076 1758 905765 564619 205482 135664 1198502 1076298 0 0 0 0 0 0 0 13410 13846 0 0 40791754 49166814 0 0 0 42003666 50256958 47853 56017 39466397 46923981 39514250 46979998 X 1595999 2090894 70797 822620 1186066 2489416 3276960 42003666 50256958 1061816 -274272 X X false true X true false X 120000 1529052 1351590 1670690 4671332 0 0 120000 1529052 1351590 1670690 4671332 2075071 2596261 6481 22019 46244 74744 0 0 4746076 X 0.00000 71 1449672 662465 3119976 true true false true X 893417 377922 -75245 10028 1186066 408000 414620 77411 6614 893417 408000 408000 1.00000 false false false 49166814 X 1705827 -274272 12518 -261754 1967581 1967581 918283 12518 12518 905765 905765 Part IV, Line 2b: Explanation of escrow account liability THE ORGANIZATION MAINTAINS AND MANAGES CUSTODIAL INVESTMENT ACCOUNTS FOR VARIOUS NON-PROFIT ORGANIZATIONS WITH SIMILAR MISSIONS. ALL CUSTODIAL ACCOUNTS ARE INCLUDED IN FORM 990 PART X LINE 12, AS WELL AS FORM 990 PART X LINE 21. Part V, Line 4: Intended uses of the endowment fund. DONORS AND ORGANIZATIONS OPEN ENDOWMENT FUNDS WITH THE PURPOSE OF PROVIDING CHARITABLE SUPPORT IN PERPETUITY. Part X : FIN48 Footnote The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701 (d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification (ASC) No. 740-10, Accounting for Uncertainties in Income Tax, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Foundation has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. true BIG BROTHERS & SISTERS OF SD 4305 UNIVERSITY AVE STE 300 SAN DIEGO CA 92105 952151526 501(c)(3) 11550 0 PROGRAM BUILD A MIRACLE 10755 SCRIPPS POWAY PKWY 400 SAN DIEGO CA 92131 330971124 501(c)(3) 21000 0 PROGRAM CATHOLIC CHARITIES DIOCESE SD 3888 PADUCAH DR SAN DIEGO CA 92117 237334012 501(c)(3) 10000 0 PROGRAM CHALLENGED ATHLETES INC 9591 WAPLES ST SAN DIEGO CA 92121 330739596 501(c)(3) 12500 0 PROGRAM DIOCESE OF SAN DIEGO PO BOX 85728 SAN DIEGO CA 92186 951644613 501(c)(3) 66953 0 PROGRAM EVANGELICAL CATHOLIC INC 6602 NORMANDY LANE FL 2 MADISON WI 53719 391947596 501(c)(3) 47000 0 PROGRAM GENERATEHOPE INC 4025 CAMINO DEL RIO S 300 SAN DIEGO CA 92108 263405689 501(c)(3) 7200 0 PROGRAM INTERNATIONAL RELIEF TEAMS 4560 ALVARADO CANYON RD 1H SAN DIEGO CA 92120 330412751 501(c)(3) 12500 0 PROGRAM LIFE PERSPECTIVES 2535 CAMINO DEL RIO S 350 SAN DIEGO CA 92108 330884706 501(c)(3) 27000 0 PROGRAM NATIVITY PREP ACADEMY OF SD 2755 55TH STREET SAN DIEGO CA 92105 330886247 501(c)(3) 55000 0 PROGRAM NOAH HOMES INC 12526 CAMPO ROAD SPRING VALLEY CA 91978 953821566 501(c)(3) 22500 0 PROGRAM RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 800908912 501(c)(3) 25000 0 PROGRAM SAINT ALPHONSUS MEDICAL CTR 1055 N CURTIS RD BOISE ID 83706 820200895 501(c)(3) 25000 0 PROGRAM SD POLICE OFFICERS ASSOC FDN 8388 VICKERS STREET SAN DIEGO CA 92111 330127369 501(c)(3) 5900 0 PROGRAM SERVING HANDS INTERNATIONAL 4607 MISSION GORGE PLACE SAN DIEGO CA 92120 953797996 501(c)(3) 7015 0 PROGRAM ST GREGORY THE GREAT PARISH 11451 BLUE CYPRESS DRIVE SAN DIEGO CA 92131 825202611 501(c)(3) 11500 0 PROGRAM WHISPERING WINDS CATHOLIC CON 4636 MISSION GORGE PLACE 203 SAN DIEGO CA 92120 953407343 501(c)(3) 29970 0 PROGRAM WORD AMONG US INC 7115 GUILFORD DR STE 100 FREDERICK MD 21704 521320592 501(c)(3) 25000 0 PROGRAM 8 10 Grantmaker's Description of How Grants are Used ALL GRANTS FROM THE FOUNDATION MUST BE PROVIDED TO RESPONSIBLE 501(C)(3) ORGANIZATIONS WHOSE MISSION AND VALUES ARE NOT INCONSISTENT WITH THE CATHOLIC FAITH. X 4 211165 FMV false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et JAIME HONOLD AND VIVIANA HONOLD ARE MARRIED Form 990, Part VI, Line 11b: Form 990 Review Process THE 990 IS REVIEWED AND APPROVED BY THE BOARD PRESIDENT AND TREASURER AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE CATHOLIC COMMUNITY FOUNDATION HAS A BOARD-APPROVED CONFLICT OF INTEREST POLICY THAT COVERS ALL ASPECTS OF ITS OPERATIONS. THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL BOARD MEMBERS ON AN ANNUAL BASIS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ADOPTION OF ASC 2016-14 IN 2018, THE ORGANIZATION ADOPTED ASC 2016-14 AND ACCORDINGLY ALL ENDOWMENTS RESTRICTED IN PERPETUITY HAVE BEEN REPORTED AS PERMANENTLY RESTRICTED NET ASSETS.