RANCHO SANTA FE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RANCHO SANTA FE FOUNDATION (EIN 95-3709639)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-07
- IRS object ID
- 201732199349301453
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-07T17:21:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010826173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10616 SCRIPPS SUMMIT COURT STE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953709639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANC | BusinessNameControlTxt |
| Phone | 8587566557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA P WILSON | PersonNm |
| Person Title | EXEC. DIR. | PersonTitleTxt |
| Phone | 8587566557 | PhoneNum |
| Signature | 2017-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT C GELLMAN | PreparerPersonNm |
| PTIN | P00183739 | PTIN |
| Phone | 8587952000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.34.24.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-03 | IPDt |
| IP Tm | 13:31:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03C86F9B3D6C67DB96F8752EB1968591F020976C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5EA23A1F6BC591CAA9C71CA690B73B01101FA162 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINA P WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,112,061 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RSFFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,963,723 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,939,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,515,888 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,997,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,864 | PYOtherRevenueAmt |
| CY Other Revenue | $205,621 | CYOtherRevenueAmt |
| PY Total Revenue | $12,672,475 | PYTotalRevenueAmt |
| CY Total Revenue | $12,142,941 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,227,463 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,353,725 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $477,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $549,971 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $217,713 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $339,800 | PYOtherExpensesAmt |
| CY Other Expenses | $332,143 | CYOtherExpensesAmt |
| PY Total Expenses | $6,044,299 | PYTotalExpensesAmt |
| CY Total Expenses | $6,235,839 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,628,176 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,907,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,633,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,516,436 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,487,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,014,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,145,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,502,363 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTES PHILANTHROPY BY: ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITABLE PURPOSES, EXPLORING AND EVALUATING LOCAL CHARITABLE NEEDS, AND BUILDING ENDOWMENTS FOR CHARITABLE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $262,410 | ExpenseAmt |
| Grant | $262,410 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2014 THE RANCHO SANTA FE FOUNDATION, ALONG WITH TWO OTHER LOCAL NON-PROFITS, ENTERED INTO A COLLABORATIVE PROGRAM CALLED "NORTH COUNTY SENIOR CONNECTIONS" TO OFFER FOOD TRUCK LUNCHES AND SOCIALIZATION OPPORTUNITIES FOR VULNERABLE SENIORS IN NORTH SAN DIEGO COUNTY. IN 2016, THE THIRD YEAR OF A THREE-YEAR COMMITMENT, THE FOUNDATION'S GRANTS AND PROJECTS COMMITTEE CONTRIBUTED NEARLY $263,000 TO THE PROGRAM FROM ITS DISCRETIONARY GRANT FUND, SUPPORTING THE DELIVERY OF 8,325 MEALS TO NEARLY 400 UNDUPLICATED SENIORS DURING THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $251,190 | ExpenseAmt |
| Grant | $251,190 | GrantAmt |
| Desc | IN 2016, THE RANCHO SANTA FE WOMEN'S FUND MADE 8 GRANTS TOTALING $251,190. GRANTS RANGED IN SIZE FROM $10,000 - $50,000 AND FOCUSED ON NONPROFITS WORKING IN THE AREAS OF ECONOMIC DEVELOPMENT, EDUCATION AND YOUTH SERVICES. THE MISSION OF THE RANCHO SANTA FE WOMEN'S FUND IS TO EDUCATE, INSPIRE AND INCREASE THE NUMBER OF WOMEN COMMITTED TO PHILANTHROPY IN ORDER TO STRENGTHEN THE COMMUNITY AND IMPACT LIVES THROUGH INFORMED, FOCUSED COLLECTIVE GIVING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,565 | ExpenseAmt |
| Grant | $124,565 | GrantAmt |
| Desc | THE PATRIOTS CONNECTION, A PROGRAM OF THE RANCHO SANTA FE FOUNDATION, STRIVES TO RAISE THE AWARENESS OF AND PROVIDE FUNDING FOR THE NEEDS OF THE MILITARY THROUGH NONPROFIT SERVICE PROVIDERS IN SAN DIEGO COUNTY. SAN DIEGO HAS THE LARGEST CONCENTRATION OF MILITARY IN THE NATION AND IN 2016, ACTIVE DUTY, VETERANS AND THEIR DEPENDENTS BENEFITTED FROM GRANTS RANGING FROM $1,000 TO $20,000 TO 11 DIFFERENT ORGANIZATIONS FOR A TOTAL OF NEARLY $125,000. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,880,721 | ExpenseAmt |
| Grant | $4,715,560 | GrantAmt |
| Desc | THE RANCHO SANTA FE FOUNDATION SUPPORTS A WIDE VARIETY OF CAUSES EVERY YEAR THROUGH GRANTS MADE FROM ITS DONOR ADVISED FUNDS AND UNRESTRICTED ENDOWMENT FUNDS. GRANTS THAT ARE FUNDED FROM DONOR ADVISED FUNDS ARE BASED ON DONOR-ADVISOR RECOMMENDATIONS AND THOSE FROM UNRESTRICTED ENDOWMENT FUNDS ARE AT THE DISCRETION OF THE ORGANIZATION'S GRANTS AND PROJECTS COMMITTEE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,880,721 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,715,560 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,518,886 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA P WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587566557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 S RANCHO SANTA FE RD B30 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALYCE ASHCRAFT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY ATKINSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG DADO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL DAVIDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID DOWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA HANLON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE LEVI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL LOBATZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN ORATZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL PLATT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA POWERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SIMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON SWANSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL THIEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA WALKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED BLODGETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN FENLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL HOKANSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB STINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOU MEZZULLO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE GREGOIRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT VANOSKY | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK HOLMLUND | ||||||
| CHAIRMAN | 4.00 | $0 | $0 | $0 | Yes (X) | |
| BILL RUH | ||||||
| FORMER CHAIRMAN | 4.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN CRAWFORD | ||||||
| SECRETARY | 4.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINA WILSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $150,800 | $0 | $13,699 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,699 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,939,596 | AllOtherContributionsAmt |
| Noncash Contributions | $2,157,632 | NoncashContributionsAmt |
| Total Contributions | $9,939,596 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,841,459 | TotalRevenueColumnAmt |
| Exclusion | $1,841,459 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,125,385 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,969,120 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $156,265 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,265 | TotalRevenueColumnAmt |
| Exclusion | $156,265 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE REVENUE | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $205,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,621 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,142,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,621 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,997,724 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,343,363 | TotalAmt |
| Program Services | $5,343,363 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,262 | TotalAmt |
| Program Services | $3,262 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,100 | TotalAmt |
| Program Services | $7,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,714 | TotalAmt |
| Program Services | $15,171 | ProgramServicesAmt |
| Management And General | $37,929 | ManagementAndGeneralAmt |
| Fundraising | $98,614 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,830 | TotalAmt |
| Program Services | $77,387 | ProgramServicesAmt |
| Management And General | $220,230 | ManagementAndGeneralAmt |
| Fundraising | $16,213 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,602 | TotalAmt |
| Program Services | $9,663 | ProgramServicesAmt |
| Management And General | $26,951 | ManagementAndGeneralAmt |
| Fundraising | $11,988 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,825 | TotalAmt |
| Program Services | $7,123 | ProgramServicesAmt |
| Management And General | $19,866 | ManagementAndGeneralAmt |
| Fundraising | $8,836 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,487 | TotalAmt |
| Management And General | $16,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,656 | TotalAmt |
| Program Services | $1,424 | ProgramServicesAmt |
| Management And General | $42,465 | ManagementAndGeneralAmt |
| Fundraising | $1,767 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,828 | TotalAmt |
| Management And General | $18,828 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,467 | TotalAmt |
| Fundraising | $19,467 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,891 | TotalAmt |
| Program Services | $7,190 | ProgramServicesAmt |
| Management And General | $6,351 | ManagementAndGeneralAmt |
| Fundraising | $6,350 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,217 | TotalAmt |
| Management And General | $23,217 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,403 | TotalAmt |
| Program Services | $26,801 | ProgramServicesAmt |
| Management And General | $26,801 | ManagementAndGeneralAmt |
| Fundraising | $26,801 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,923 | TotalAmt |
| Management And General | $5,923 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,183 | TotalAmt |
| Program Services | $6,502 | ProgramServicesAmt |
| Management And General | $1,681 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576 | TotalAmt |
| Program Services | $192 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,089 | TotalAmt |
| Management And General | $11,089 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,910 | TotalAmt |
| Program Services | $660 | ProgramServicesAmt |
| Management And General | $13,431 | ManagementAndGeneralAmt |
| Fundraising | $819 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $16,974 | $5,658 | $5,658 | $5,658 |
| DONOR DEVELOPMENT | $14,679 | $14,679 | ||
| TELEPHONE | $11,187 | $3,729 | $3,729 | $3,729 |
| BANK SERVICE CHARGES | $7,881 | $7,881 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,792 | TotalAmt |
| Program Services | $3,661 | ProgramServicesAmt |
| Management And General | $10,531 | ManagementAndGeneralAmt |
| Fundraising | $2,600 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,235,839 | TotalAmt |
| Program Services | $5,518,886 | ProgramServicesAmt |
| Management And General | $499,240 | ManagementAndGeneralAmt |
| Fundraising | $217,713 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,840 | BOYAmt |
| EOY | $676,468 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,126 | BOYAmt |
| EOY | $314,076 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,250,472 | BOYAmt |
| EOY | $3,805,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,459 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,942 | BOYAmt |
| EOY | $33,959 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,961,047 | BOYAmt |
| EOY | $78,650,130 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,495,852 | BOYAmt |
| EOY | $25,031,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,633,279 | BOYAmt |
| EOY | $108,516,436 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,169 | BOYAmt |
| EOY | $27,317 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,079,942 | BOYAmt |
| EOY | $24,626,663 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,541 | BOYAmt |
| EOY | $360,093 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,487,652 | BOYAmt |
| EOY | $25,014,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,059,157 | BOYAmt |
| EOY | $36,472,380 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,979,410 | BOYAmt |
| EOY | $8,601,935 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,107,060 | BOYAmt |
| EOY | $38,428,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,145,627 | BOYAmt |
| EOY | $83,502,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,633,279 | BOYAmt |
| EOY | $108,516,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,907,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,208,228 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $241,406 | 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 | $14,694,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,053,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,748,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,963,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,939,597 | CurrentTaxYearAmt |
| Total | $60,399,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,694,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,053,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,748,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,963,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,939,597 | CurrentTaxYearAmt |
| Total | $60,399,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,521,379 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,878,443 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $843,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,170,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,483,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,511,437 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,841,459 | CurrentTaxYearAmt |
| Total | $6,849,955 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,621 | CurrentTaxYearAmt |
| Total | $775,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,025,274 | TotalSupportAmt |
| Public Support CY170 | 0.42450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 124 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $7,206,393 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,658,426 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $38,863,463 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 22.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | 0 | Section170hRqrStsfdInd |
| 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 | $38,889,553 | BeginningYearBalanceAmt |
| Contributions | $2,380,830 | ContributionsAmt |
| Investment Earnings Or Losses | $2,662,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,289,470 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $263,493 | AdministrativeExpensesAmt |
| End Year Balance | $42,379,808 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,595,624 | BeginningYearBalanceAmt |
| Contributions | $2,882,950 | ContributionsAmt |
| Investment Earnings Or Losses | -$84,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,263,415 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $241,378 | AdministrativeExpensesAmt |
| End Year Balance | $38,889,553 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,710,182 | BeginningYearBalanceAmt |
| Contributions | $2,839,863 | ContributionsAmt |
| Investment Earnings Or Losses | $1,641,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,381,776 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $214,302 | AdministrativeExpensesAmt |
| End Year Balance | $37,595,624 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,438,964 | BeginningYearBalanceAmt |
| Contributions | $10,539,492 | ContributionsAmt |
| Investment Earnings Or Losses | $3,930,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,041,299 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $157,459 | AdministrativeExpensesAmt |
| End Year Balance | $34,710,182 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,038,064 | BeginningYearBalanceAmt |
| Contributions | $1,000,600 | ContributionsAmt |
| Investment Earnings Or Losses | $1,733,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $211,341 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $121,746 | AdministrativeExpensesAmt |
| End Year Balance | $22,438,964 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,287 | OtherCostOrOtherBasisAmt |
| Book Value | $17,287 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,369 | DepreciationAmt |
| Book Value | $6,411 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,351 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,090 | DepreciationAmt |
| Book Value | $10,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,959 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS HELD FOR OTHERS | $24,626,663 |
| OTHER ASSETS | $4,100 |
| ASSETS HELD IN CRT | $400,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,031,549 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER CRT | Desc |
| Amt | $360,093 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $360,093 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,592,574 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,208,228 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $241,405 | OtherRevenueAmt |
| Revenue Not Reported | $3,449,633 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,142,941 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,142,941 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,235,839 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,235,839 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,235,839 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE FOUNDATION HOLDS TITLE TO A 22-ACRE PARCEL OF UNDEVELOPED LAND IN RANCHO SANTA FE WHICH IS TO BE HELD BY THE FOUNDATION IN PERPETUITY AS OPEN SPACE. THE VALUE OF THIS PARCEL HAS NOT BEEN INCLUDED WITHIN THE ACCOMPANYING FINANCIAL STATEMENTS AS THE LAND HAS NO RECOGNIZABLE VALUE DUE TO THE NATURE OF THE RESTRICTIVE CIRCUMSTANCES UNDER WHICH IT IS HELD. |
| PART IV, LINE 2B: | THE FOUNDATION RECEIVES CONTRIBUTIONS ON BEHALF OF UNAFFILIATED NOT-FOR-PROFIT AGENCIES, WHICH ARE NOT REFLECTED IN THE FOUNDATION'S STATEMENT OF ACTIVITES AS THEY DO NOT REPRESENT CONTRIBUTIONS TO THE FOUNDATION. THE AMOUNTS DUE TO THE OTHER AGENCIES TOTAL 24,626,663 AT DECEMBER 31, 2016. |
| PART V, LINE 4: | TO PROVIDE PERPETUAL SUPPORT FOR THE OPERATIONS AND PROGRAMS OF VARIOUS NON-PROFIT AGENCIES THROUGHOUT SAN DIEGO COUNTY AND BEYOND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ACTUARIAL VALUE OF SPLIT INTEREST AGREEMENTS 241,405. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $6,100 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (179 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS-A REASON TO SURVIVE INC | ||||||||
| 200 EAST 12TH STREET | NATIONAL CITY | CA | 91950 | 330963135 | 501(C)(3) | $50,000 | AFTER SCHOOL PROGRAMS | |
| ABILITIES UNITED | ||||||||
| 525 E CHARLESTON RD | PALO ALTO | CA | 94306 | 941546643 | 501(C)(3) | $5,000 | INCLUSION | |
| AFRICA INLAND MISSION INTERNATIONAL INC | ||||||||
| PO BOX 3611 | PEACHTREE CITY | GA | 30269 | 111873101 | 501(C)(3) | $30,000 | BASIC NEEDS | |
| ALL HALLOWS CATHOLIC CHURCH | ||||||||
| 6602 LA JOLLA SCENIC DR S | LA JOLLA | CA | 92037 | 273861154 | 501(C)(3) | $15,000 | WORSHIP | |
| AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 | ||||||||
| PO BOX 22212 | SAN DIEGO | CA | 92192 | 330782521 | 501(C)(3) | $5,000 | MEDICAL CARE | |
| AMIGOS DE LOS CALIFORNIOS | ||||||||
| 1831 LENDEE DRIVE | ESCONDIDO | CA | 92025 | 330945347 | 501(C)(3) | $10,000 | DENTAL CARE | |
| ARC OF SAN DIEGO | ||||||||
| 3030 MARKET STREET | SAN DIEGO | CA | 92102 | 951863913 | 501(C)(3) | $5,000 | INCLUSION | |
| ART OF ELAN | ||||||||
| 3401 32ND STREET | SAN DIEGO | CA | 92104 | 208136710 | 501(C)(3) | $25,000 | MUSIC | |
| ARTS GUILD OF OLD FORGE INC | ||||||||
| PO BOX 1144 | OLD FORGE | NY | 13420 | 161001728 | 501(C)(3) | $10,000 | VISUAL ARTS | |
| AT THE CROSSROADS | ||||||||
| 333 VALENCIA STREET SUITE 320 | SAN FRANCISCO | CA | 94103 | 272603924 | 501(C)(3) | $5,000 | YOUTH DEVELOPMENT | |
| BALBOA PARK CONSERVANCY | ||||||||
| 1549 EL PRADO SUITE 1 | SAN DIEGO | CA | 92101 | 950850465 | 501(C)(3) | $25,000 | ENVIRONMENTAL CONSERVATION | |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY | ||||||||
| 4305 UNIVERSITY AVENUE 300 | SAN DIEGO | CA | 92105 | 952151526 | 501(C)(3) | $10,000 | AFTER SCHOOL PROGRAMS | |
| BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL | ||||||||
| 1207 UPAS STREET | SAN DIEGO | CA | 92103 | 951643983 | 501(C)(3) | $10,000 | YOUTH DEVELOPMENT | |
| BOYS & GIRLS CLUBS OF SAN DIEGUITO | ||||||||
| 533 LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 952470435 | 501(C)(3) | $14,930 | YOUTH DEVELOPMENT | |
| BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTIES | ||||||||
| 5407 NORTH INTERSTATE 35 SUITE 400 | AUSTIN | TX | 78723 | 746087356 | 501(C)(3) | $38,000 | YOUTH DEVELOPMENT | |
| BOYS TO MEN MENTORING NETWORK INC | ||||||||
| 9587 TROPICO DRIVE | LA MESA | CA | 91941 | 330800308 | 501(C)(3) | $5,000 | YOUTH DEVELOPMENT | |
| BREAK THRU MINISTRIES | ||||||||
| 1831 S EL CAMINO REAL | ENCINITAS | CA | 92024 | 330310704 | 501(C)(3) | $5,000 | MENTAL HEALTH | |
| CAMP PENDLETON ARMED SERVICES YMCA | ||||||||
| BOX 555028 BLDG 16144 A STREET | CAMP PENDLETON | CA | 92055 | 363274346 | 501(C)(3) | $15,000 | MILITARY | |
| CENTRAL TEXAS FOOD BANK INC | ||||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | 742217350 | 501(C)(3) | $20,000 | FOOD | |
| CHALLENGED ATHLETES FOUNDATION | ||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | 330739596 | 501(C)(3) | $5,430 | INCLUSION | |
| CHAMPION MINISTRIES INC | ||||||||
| PO BOX 1323 | CASTLE ROCK | CO | 80104 | 841341326 | 501(C)(3) | $5,000 | YOUTH DEVELOPMENT | |
| CHILDHELP USA INC | ||||||||
| 4350 E CAMELBACK ROAD F250 | PHOENIX | AZ | 85018 | 952884608 | 501(C)(3) | $10,000 | PREVENTION | |
| CHILDREN'S LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | 020498154 | 501(C)(3) | $5,000 | LITERACY | |
| COASTAL COMMUNITY FOUNDATION | ||||||||
| PO BOX 230415 | ENCINITAS | CA | 92023 | 330216692 | 501(C)(3) | $5,000 | COMMUNITY FOUNDATION | |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $10,000 | COLLEGE/UNIVERSITY | |
| CSU SAN MARCOS FOUNDATION | ||||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92096 | 800390564 | 501(C)(3) | $112,489 | COLLEGE/UNIVERSITY | |
| DIABETES RESEARCH CONNECTION | ||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | 900815395 | 501(C)(3) | $110,000 | RESEARCH | |
| DISCIPLESHIP NETWORK OF AMERICA | ||||||||
| 100 DOWNERS GROVE | SIGNAL MOUNTAIN | TN | 37377 | 621845855 | 501(C)(3) | $5,000 | TRAINING/STUDY | |
| DON DIEGO SCHOLARSHIP FOUNDATION | ||||||||
| 2260 JIMMY DURANTE BLVD | DEL MAR | CA | 92014 | 330859020 | 501(C)(3) | $29,317 | COLLEGE/UNIVERSITY | |
| DREAM WEAVERS | ||||||||
| 14325 HIGH PINE STREET | POWAY | CA | 92064 | 200296751 | 501(C)(3) | $10,000 | YOUTH DEVELOPMENT | |
| DREAMS FOR CHANGE | ||||||||
| PO BOX 16327 | SAN DIEGO | CA | 92176 | 270447059 | 501(C)(3) | $135,000 | FOOD | |
| DRESS FOR SUCCESS SAN DIEGO | ||||||||
| 1122 BROADWAY SUITE 200 | SAN DIEGO | CA | 92101 | 330818343 | 501(C)(3) | $10,000 | ECONOMIC DEVELOPMENT | |
| EASTER SEALS SOUTHERN CALIFORNIA INC | ||||||||
| 1570 E 17TH STREET STE E | SANTA ANA | CA | 92705 | 943068149 | 501(C)(3) | $15,000 | MEDICAL CARE | |
| EMILIO NARES FOUNDATION | ||||||||
| 11230 SORRENTO VALLEY RD 100 | SAN DIEGO | CA | 92121 | 134229276 | 501(C)(3) | $40,000 | MEDICAL CARE | |
| ENCINITAS COASTAL ROTARY CLUB | ||||||||
| PO BOX 230762 | ENCINITAS | CA | 92023 | 330307082 | 501(C)(4) | $10,000 | BASIC NEEDS | |
| ENCINITAS HISTORICAL SOCIETY | ||||||||
| PO BOX 232293 | ENCINITAS | CA | 92024 | 953806162 | 501(C)(3) | $5,000 | HISTORIC SOCIETIES | |
| ERIC PAREDES SAVE A LIFE FOUNDATION | ||||||||
| 2514 JAMACHA ROAD SUITE 502 | EL CAJON | CA | 92019 | 800636157 | 501(C)(3) | $25,000 | PREVENTION | |
| ESCONDIDO EDUCATION COMPACT | ||||||||
| 220 S BROADWAY | ESCONDIDO | CA | 92025 | 330403419 | 501(C)(3) | $5,000 | EDUCATION | |
| ETERNAL HOPE INC | ||||||||
| PO BOX 8575 | SPOKANE | WA | 99203 | 463276542 | 501(C)(3) | $10,000 | ECONOMIC DEVELOPMENT | |
| FACE FOUNDATION | ||||||||
| 10455 SORRENTO VALLEY RD 208 | SAN DIEGO | CA | 92121 | 205333261 | 501(C)(3) | $5,000 | ANIMAL HEALTH | |
| FEEDING SAN DIEGO | ||||||||
| 9455 WAPLES STREET STE 135 | SAN DIEGO | CA | 92121 | 260457477 | 501(C)(3) | $27,000 | FOOD | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 2196 | VISTA | CA | 92085 | 440610626 | 501(C)(3) | $20,000 | YOUTH DEVELOPMENT | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 8366 | HUNTINGTON BEACH | CA | 92615 | 440610626 | 501(C)(3) | $15,000 | YOUTH DEVELOPMENT | |
| FIRST CHURCH OF CHRIST SCIENTIST | ||||||||
| PO BOX 422 | RANCHO SANTA FE | CA | 92067 | 952322997 | 501(C)(3) | $8,090 | RELIGIOUS STUDIES | |
| FIRST DESCENTS | ||||||||
| 3001 BRIGHTON BLVD SUITE 623 | DENVER | CO | 80216 | 810539964 | 501(C)(3) | $5,000 | MEDICAL CARE | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | 900678872 | 501(C)(3) | $120,000 | FOOD | |
| FOOTHILL COUNTRY DAY SCHOOL | ||||||||
| 1035 WEST HARRISON AVENUE | CLAREMONT | CA | 91711 | 951816057 | 501(C)(3) | $45,188 | K-12 | |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | ||||||||
| 53 W JACKSON BLVD 1120 | CHICAGO | IL | 60604 | 363703598 | 501(C)(3) | $5,000 | ENVIRONMENTAL CONSERVATION | |
| FRATERNITY HOUSE INC | ||||||||
| 20702 ELFIN FOREST ROAD | ESCONDIDO | CA | 92029 | 330306861 | 501(C)(3) | $5,000 | HOUSING/SHELTER | |
| FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY | ||||||||
| PO BOX 657 | CARDIFF BY THE SEA | CA | 92007 | 330311593 | 501(C)(3) | $12,400 | LIBRARIES | |
| FRIENDS OF WESTERN WASHINGTON COUNTY FIREFIGHTERS | ||||||||
| 1919 ASH STREET | FOREST GROVE | OR | 97116 | 472690449 | 501(C)(3) | $10,000 | DISASTER RELIEF | |
| FULLER THEOLOGICAL SEMINARY | ||||||||
| 135 N OAKLAND AVENUE | PASADENA | CA | 91182 | 951699394 | 501(C)(3) | $5,000 | TRAINING/STUDY | |
| GEORGE G GLENNER ALZHEIMER'S FAMILY CENTERS INC | ||||||||
| 3702 FOURTH AVENUE | SAN DIEGO | CA | 92103 | 953794678 | 501(C)(3) | $5,000 | NURSING/ASSISTED LIVING HOMES | |
| GIRL SCOUTS SAN DIEGO-IMPERIAL COUNCIL | ||||||||
| 1231 UPAS STREET | SAN DIEGO | CA | 92103 | 951644585 | 501(C)(3) | $20,000 | YOUTH DEVELOPMENT | |
| GIRLS RISING | ||||||||
| PO BOX 161218 | SAN DIEGO | CA | 92176 | 455037616 | 501(C)(3) | $25,000 | YOUTH DEVELOPMENT | |
| GLOBAL WELLNESS INSTITUTE | ||||||||
| 333 SE 2ND AVENUE 3750 | MIAMI | FL | 33131 | 473850534 | 501(C)(3) | $50,000 | RESEARCH | |
| GRAUER FOUNDATION FOR EDUCATION | ||||||||
| 1500 S EL CAMINO REAL | ENCINITAS | CA | 92024 | 330708902 | 501(C)(3) | $25,000 | K-12 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | 237228287 | 501(C)(3) | $5,000 | ANIMAL HEALTH | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | 954800735 | 501(C)(3) | $5,000 | CRIME PREVENTION | |
| HONOR FOUNDATION | ||||||||
| 7770 REGENTS RD 113-233 | SAN DIEGO | CA | 92122 | 462952873 | 501(C)(3) | $5,000 | MILITARY | |
| HORIZON CHRISTIAN FELLOWSHIP | ||||||||
| P O BOX 9070 | RANCHO SANTA FE | CA | 92067 | 330736434 | 501(C)(3) | $68,500 | WORSHIP | |
| INFO LINE OF SAN DIEGO COUNTY | ||||||||
| PO BOX 420039 | SAN DIEGO | CA | 92142 | 331029843 | 501(C)(3) | $15,000 | COMMUNITY DEVELOPMENT | |
| INSTITUTE FOR ADVANCED CATHOLIC STUDIES | ||||||||
| 3601 WATT WAY 304 | LOS ANGELES | CA | 90089 | 251843470 | 501(C)(3) | $50,000 | RELIGIOUS STUDIES | |
| INTERFAITH COMMUNITY SERVICES | ||||||||
| 550 W WASHINGTON AVE STE B | ESCONDIDO | CA | 92025 | 953837714 | 501(C)(3) | $112,500 | FOOD | |
| INTERFAITH SHELTER NETWORK OF SAN DIEGO COUNTY | ||||||||
| 3530 CAMINO DEL RIO N 301 | SAN DIEGO | CA | 92108 | 952630300 | 501(C)(3) | $5,000 | HOUSING/SHELTER | |
| INTERNATIONAL BIPOLAR FOUNDATION | ||||||||
| 8755 AERO DRIVE 310 | SAN DIEGO | CA | 92123 | 263889828 | 501(C)(3) | $7,000 | MENTAL HEALTH | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| P O BOX 81292 | SAN DIEGO | CA | 92138 | 205448416 | 501(C)(3) | $9,080 | YOUTH DEVELOPMENT | |
| JUVENILE DIABETES RESEARCH FOUNDATION-SAN DIEGO | ||||||||
| 5665 OBERLIN DR STE 106 | SAN DIEGO | CA | 92121 | 231907729 | 501(C)(3) | $8,700 | RESEARCH | |
| KITCHENS FOR GOOD | ||||||||
| 404 EUCLID AVENUE | SAN DIEGO | CA | 92114 | 463278605 | 501(C)(3) | $5,000 | FOOD | |
| KPBS | ||||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $17,229 | MEDIA/COMMUNICATIONS | |
| LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY | ||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | 330328688 | 501(C)(3) | $50,000 | RESEARCH | |
| LA JOLLA MUSIC SOCIETY | ||||||||
| 7946 IVANHOE AVENUE SUITE 309 | LA JOLLA | CA | 92037 | 237148171 | 501(C)(3) | $65,000 | MUSIC | |
| LA JOLLA ROTARY FOUNDATION | ||||||||
| 7755 FAY AVENUE SUITE D | LA JOLLA | CA | 92037 | 956111636 | 501(C)(3) | $15,000 | PHILANTHROPY PROMOTION | |
| LAZARIAN WORLD HOMES | ||||||||
| PO BOX 605 | OCEANSIDE | CA | 92049 | 261991725 | 501(C)(3) | $5,500 | SHELTER | |
| LEAP TO SUCCESS | ||||||||
| 5205 AVENIDA ENCINAS SUITE A | CARLSBAD | CA | 92008 | 463198240 | 501(C)(3) | $5,000 | PREVENTION | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 9150 CHESAPEAKE DR SUITE 100 | SAN DIEGO | CA | 92123 | 135644916 | 501(C)(3) | $6,880 | RESEARCH | |
| LIFELONG MEDICAL CARE | ||||||||
| PO BOX 11247 | BERKELEY | CA | 94712 | 942502308 | 501(C)(3) | $5,000 | MEDICAL CARE | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DRIVE SUITE 1880 | LOS ANGELES | CA | 90045 | 951643334 | 501(C)(3) | $40,000 | COLLEGE/UNIVERSITY | |
| MAINLY MOZART | ||||||||
| 444 W BEECH STREET 220 | SAN DIEGO | CA | 92101 | 330320305 | 501(C)(3) | $65,000 | MUSIC | |
| MAMA'S KITCHEN | ||||||||
| 3960 HOME AVENUE | SAN DIEGO | CA | 92105 | 330434246 | 501(C)(3) | $5,500 | FOOD | |
| MAPLEWOOD ELEMENTARY SCHOOL | ||||||||
| 7452 SW 52ND AVENUE | PORTLAND | OR | 97219 | 936000830 | 501(C)(3) | $5,000 | K-12 | |
| MINGEI INTERNATIONAL MUSEUM | ||||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | 237433357 | 501(C)(3) | $50,000 | MUSEUM | |
| MIRA COSTA COLLEGE FOUNDATION | ||||||||
| ONE BARNARD DRIVE | OCEANSIDE | CA | 92056 | 956151938 | 501(C)(3) | $20,000 | COMMUNITY COLLEGE | |
| MIRAGLO FOUNDATION | ||||||||
| PO BOX 1270 | LA JOLLA | CA | 92038 | 452499438 | 501(C)(3) | $150,000 | RESEARCH | |
| MISSION EDGE SAN DIEGO | ||||||||
| PO BOX 12319 | SAN DIEGO | CA | 92112 | 272938491 | 501(C)(3) | $5,000 | RESEARCH | |
| MONARCH SCHOOL PROJECT | ||||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | 330871354 | 501(C)(3) | $81,500 | K-12 | |
| MT SOLEDAD MEMORIAL ASSOCIATION | ||||||||
| 565 PEARL ST SUITE 301 | LA JOLLA | CA | 92037 | 952373533 | 501(C)(3) | $106,000 | MILITARY | |
| NAMASTE FOUNDATION | ||||||||
| 229 BRANNAN STREET 3A | SAN FRANCISCO | CA | 94107 | 680159559 | 501(C)(3) | $10,000 | ECONOMIC DEVELOPMENT | |
| NATIONAL CENTER FOR SCIENCE EDUCATION | ||||||||
| 1904 FRANKLIN STREET 600 | OAKLAND | CA | 94612 | 112656357 | 501(C)(3) | $5,000 | PUBLIC POLICY | |
| NATURE & CULTURE INTERNATIONAL | ||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | 330773524 | 501(C)(3) | $51,000 | ENVIRONMENTAL CONSERVATION | |
| NOAH HOMES INC | ||||||||
| 12526 CAMPO ROAD | SPRING VALLEY | CA | 91978 | 953821566 | 501(C)(3) | $50,000 | HOUSING/SHELTER | |
| NORTH COAST CHRISTIAN MINISTRIES INC | ||||||||
| 1831 S EL CAMINO REAL | ENCINITAS | CA | 92024 | 770605178 | 501(C)(3) | $7,600 | WORSHIP | |
| NORTH COAST PRESBYTERIAN CHURCH | ||||||||
| 1831 S EL CAMINO REAL | ENCINITAS | CA | 92024 | 581638487 | 501(C)(3) | $30,500 | WORSHIP | |
| NORTH COAST REPERTORY THEATRE | ||||||||
| 987D LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 953819307 | 501(C)(3) | $14,500 | THEATRE | |
| NORTH COUNTY HEALTH SERVICES | ||||||||
| 150 VALPREDA ROAD | SAN MARCOS | CA | 92069 | 952847102 | 501(C)(3) | $10,000 | MEDICAL CARE | |
| NORTHEAST WILDERNESS TRUST | ||||||||
| 17 STATE STREET 302 | MONTPELIER | VT | 05602 | 010729039 | 501(C)(3) | $5,000 | ENVIRONMENTAL CONSERVATION | |
| OLD GLOBE THEATRE | ||||||||
| P O BOX 122171 | SAN DIEGO | CA | 92112 | 951543396 | 501(C)(3) | $32,100 | THEATRE | |
| OMO CHILD FOUNDATION | ||||||||
| PO BOX 231697 | ENCINITAS | CA | 92023 | 275098874 | 501(C)(3) | $13,000 | BASIC NEEDS | |
| OPERATION HOMEFRONT-CALIFORNIA | ||||||||
| 8318 MIRAMAR MALL | SAN DIEGO | CA | 92121 | 320033325 | 501(C)(3) | $5,750 | BASIC NEEDS | |
| PABLOVE FOUNDATION | ||||||||
| 6607 W SUNSET BLVD | LOS ANGELES | CA | 90028 | 263006100 | 501(C)(3) | $5,000 | RESEARCH | |
| PACIFIC RIDGE SCHOOL | ||||||||
| 6269 EL FUERTE | CARLSBAD | CA | 92009 | 861061606 | 501(C)(3) | $10,000 | K-12 | |
| PALOMAR COLLEGE FOUNDATION | ||||||||
| 1140 WEST MISSION ROAD | SAN MARCOS | CA | 92069 | 956094128 | 501(C)(3) | $95,000 | COMMUNITY COLLEGE | |
| PATCHWORKS INC | ||||||||
| 1428 MAIN STREET | LOUISVILLE | CO | 80027 | 300464109 | 501(C)(3) | $7,500 | K-12 | |
| PAVE | ||||||||
| 3860 CALLE FORTUNADA SUITE 101 | SAN DIEGO | CA | 92123 | 473513278 | 501(C)(3) | $10,000 | MILITARY | |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | 521218336 | 501(C)(3) | $17,000 | ANIMAL HEALTH | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | 131644147 | 501(C)(3) | $5,000 | PREVENTION | |
| PLEASANTS COUNTY LIBRARY | ||||||||
| 101 LAFAYETTE STREET | ST MARYS | WV | 26170 | 550596254 | 501(C)(3) | $18,182 | LIBRARIES | |
| PRESBYTERIAN CHURCH OF THE BIG WOOD | ||||||||
| P O BOX 660 | KETCHUM | ID | 83340 | 820374595 | 501(C)(3) | $6,000 | WORSHIP | |
| RADY CHILDREN'S HOSPITAL & HEALTH CENTER | ||||||||
| 3020 CHILDRENS WAY MC5005 | SAN DIEGO | CA | 92123 | 953545901 | 501(C)(3) | $10,530 | HOSPITALS | |
| RANCHO COASTAL HUMANE SOCIETY | ||||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | 952151583 | 501(C)(3) | $6,078 | ANIMAL HEALTH | |
| RANCHO SANTA FE ASSOCIATION | ||||||||
| PO BOX A | RANCHO SANTA FE | CA | 92067 | 951132930 | 501(C)(4) | $100,840 | HISTORIC PROJECTS | |
| RANCHO SANTA FE EDUCATION FOUNDATION | ||||||||
| PO BOX 809 | RANCHO SANTA FE | CA | 92067 | 330787566 | 501(C)(3) | $12,200 | K-12 | |
| RANCHO SANTA FE LIBRARY GUILD | ||||||||
| PO BOX 348 | RANCHO SANTA FE | CA | 92067 | 956091588 | 501(C)(3) | $21,109 | LIBRARIES | |
| RANCHO SANTA FE SENIORS INC | ||||||||
| PO BOX 223 | RANCHO SANTA FE | CA | 92067 | 956113493 | 501(C)(3) | $31,414 | AGING SERVICES | |
| REALITY CHANGERS | ||||||||
| 3910 UNIVERSITY AVENUE 300-RC | SAN DIEGO | CA | 92105 | 263757305 | 501(C)(3) | $72,730 | YOUTH DEVELOPMENT | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | 946002123 | 501(C)(3) | $7,000 | COLLEGE/UNIVERSITY | |
| RESPONSIBILITY | ||||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | 330437290 | 501(C)(3) | $5,500 | ECONOMIC DEVELOPMENT | |
| SAN DIEGO BOTANIC GARDEN | ||||||||
| P O BOX 230005 | ENCINITAS | CA | 92023 | 956120581 | 501(C)(3) | $101,000 | BOTANIC GARDENS | |
| SAN DIEGO CALVARY KOREAN CHURCH | ||||||||
| 6970 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | 330333698 | 501(C)(3) | $10,000 | WORSHIP | |
| SAN DIEGO CIVIC YOUTH BALLET | ||||||||
| 1650 EL PRADO SUITE 209 | SAN DIEGO | CA | 92101 | 237079373 | 501(C)(3) | $5,000 | DANCE | |
| SAN DIEGO HUMANE SOCIETY | ||||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | 951661688 | 501(C)(3) | $22,650 | ANIMAL HEALTH | |
| SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | 952040874 | 501(C)(3) | $17,000 | MUSIC | |
| SAN ELIJO LAGOON CONSERVANCY | ||||||||
| PO BOX 230634 | ENCINITAS | CA | 92023 | 330358660 | 501(C)(3) | $17,000 | ENVIRONMENTAL CONSERVATION | |
| SAN JUAN DIEGO CATHOLIC HIGH SCHOOL | ||||||||
| 800 HERNDON LANE | AUSTIN | TX | 78704 | 710866044 | 501(C)(3) | $10,000 | K-12 | |
| SANFORD-BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE | ||||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | 510197108 | 501(C)(3) | $126,000 | RESEARCH | |
| SAVVY GIVING BY DESIGN | ||||||||
| 7875 HIGHLANDS VILLAGE PLACE B103 | SAN DIEGO | CA | 92127 | 811417309 | 501(C)(3) | $5,000 | BASIC NEEDS | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| 354 SANTA FE DRIVE ENC63 | ENCINITAS | CA | 92024 | 951684089 | 501(C)(3) | $80,034 | HOSPITALS | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | 951684089 | 501(C)(3) | $372,000 | HOSPITALS | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | 237287150 | 501(C)(3) | $27,034 | THEATRE | |
| SHARP HEALTHCARE FOUNDATION | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | 953492461 | 501(C)(3) | $50,000 | HOSPITALS | |
| ST ANDREWS PRESBYTERIAN CHURCH | ||||||||
| 600 ST ANDREWS ROAD | NEWPORT BEACH | CA | 92663 | 951969024 | 501(C)(3) | $10,000 | WORSHIP | |
| ST JEANNE DE LESTONNAC SCHOOL | ||||||||
| 32650 AVENIDA LESTONNAC | TEMECULA | CA | 92592 | 530196617 | 501(C)(3) | $15,000 | K-12 | |
| ST JOHN SCHOOL | ||||||||
| 1003 ENCINITAS BLVD | ENCINITAS | CA | 92024 | 951644613 | 501(C)(3) | $50,000 | EDUCATION | |
| ST JOSEPH ACADEMY | ||||||||
| 500 LAS FLORES DRIVE | SAN MARCOS | CA | 92078 | 330643364 | 501(C)(3) | $20,000 | K-12 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $50,000 | HOSPITALS | |
| ST MADELEINE SOPHIE'S TRAINING CENTER | ||||||||
| 2119 E MADISON AVENUE | EL CAJON | CA | 92019 | 951957332 | 501(C)(3) | $100,000 | INCLUSION | |
| ST MICHAEL'S ABBEY PREPARATORY SCHOOL | ||||||||
| 19292 EL TORO ROAD | SILVERADO | CA | 92676 | 020677028 | 501(C)(3) | $46,500 | K-12 | |
| STOP CANCER | ||||||||
| 2566 OVERLAND AVENUE 790 | LOS ANGELES | CA | 90064 | 954167790 | 501(C)(3) | $11,000 | RESEARCH | |
| SUNDARA FUND | ||||||||
| 777 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10001 | 465114363 | 501(C)(3) | $20,000 | BASIC NEEDS | 27F |
| SUPPORT THE ENLISTED PROJECT | ||||||||
| P O BOX 26747 | SAN DIEGO | CA | 92196 | 203051279 | 501(C)(3) | $13,000 | BASIC NEEDS | |
| TAKING CONTROL OF YOUR DIABETES | ||||||||
| 1110 CAMINO DEL MAR SUITE B | DEL MAR | CA | 92014 | 330794608 | 501(C)(3) | $15,000 | MEDICAL CARE | |
| TENDER LOVING CANINES ASSISTANCE DOGS | ||||||||
| PO BOX 1244 | SOLANA BEACH | CA | 92075 | 330809688 | 501(C)(3) | $21,190 | INCLUSION | |
| TERI INC | ||||||||
| 251 AIRPORT ROAD | OCEANSIDE | CA | 92058 | 953532129 | 501(C)(3) | $20,000 | INCLUSION | |
| THE CAMBRIDGE SCHOOL | ||||||||
| 12855 BLACK MOUNTAIN ROAD | SAN DIEGO | CA | 92129 | 204594308 | 501(C)(3) | $15,300 | K-12 | |
| THE CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330868418 | 501(C)(3) | $7,600 | COLLEGE/UNIVERSITY | |
| THE CLAIRVAUX INSTITUTE | ||||||||
| 621 N BROMLEY AVENUE | SCRANTON | PA | 18504 | 262994486 | 501(C)(3) | $12,000 | K-12 | |
| THE DEACON JOHN-GRAVE FOUNDATION INC | ||||||||
| PO BOX 651 | MADISON | CT | 06443 | 061084133 | 501(C)(3) | $5,000 | HISTORIC PROJECTS | |
| THE DIATRIBE FOUNDATION | ||||||||
| 804 HAIGHT STREET | SAN FRANCISCO | CA | 94117 | 462431517 | 501(C)(3) | $5,000 | RESEARCH | |
| THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | 530245017 | 501(C)(3) | $15,000 | THEATRE | |
| THE KIDS COLLEGE | ||||||||
| 570 RANCHEROS DRIVE SUITE 270 | SAN MARCOS | CA | 92069 | 330933622 | 501(C)(3) | $35,000 | K-12 | |
| THE LYCEUM SCHOOL | ||||||||
| 1545 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | 320079287 | 501(C)(3) | $26,500 | K-12 | |
| THE NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | 311728910 | 501(C)(3) | $10,000 | MILITARY | |
| THE OUTREACH FOUNDATION OF THE PRESBYTERIAN CHURCH | ||||||||
| 381 RIVERSIDE DRIVE 110 | FRANKLIN | TN | 37064 | 581375506 | 501(C)(3) | $20,000 | BASIC NEEDS | |
| THE PATRIOTS INITIATIVE | ||||||||
| P O BOX 2527 | RANCHO SANTA FE | CA | 92067 | 472495472 | 501(C)(3) | $10,000 | MILITARY | |
| THE PATTON FOUNDATION | ||||||||
| PO BOX 482 | NEW HOPE | PA | 18938 | 271663903 | 501(C)(3) | $5,000 | MILITARY | |
| TIJUANA CHRISTIAN MISSION | ||||||||
| PO BOX 437930 | SAN YSIDRO | CA | 92143 | 510191579 | 501(C)(3) | $5,000 | BASIC NEEDS | |
| TREE SAN DIEGO | ||||||||
| 7920 MIRAMAR ROAD UNIT 119 | SAN DIEGO | CA | 92126 | 465183143 | 501(C)(3) | $45,000 | ENVIRONMENTAL CONSERVATION | |
| TREES WATER & PEOPLE | ||||||||
| 633 REMINGTON ST | FORT COLLINS | CO | 80524 | 841462044 | 501(C)(3) | $30,000 | ENVIRONMENTAL CONSERVATION | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $5,000 | COLLEGE/UNIVERSITY | |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | 952872494 | 501(C)(3) | $10,300 | COLLEGE/UNIVERSITY | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | 376006007 | 501(C)(3) | $10,000 | COLLEGE/UNIVERSITY | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET SUITE 9000 | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $195,000 | COLLEGE/UNIVERSITY | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $35,000 | COLLEGE/UNIVERSITY | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | 952544535 | 501(C)(3) | $194,410 | COLLEGE/UNIVERSITY | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK CAMPUS ADM 160 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $14,400 | COLLEGE/UNIVERSITY | MC4017 |
| VIA VERITAS INC | ||||||||
| 204 W SUNSET RD | LOOKOUT MOUNTAIN | TN | 37350 | 454885299 | 501(C)(3) | $5,000 | RELIGIOUS STUDIES | |
| VILLAGE COMMUNITY PRESBYTERIAN CHURCH | ||||||||
| PO BOX 704 | RANCHO SANTA FE | CA | 92067 | 956006164 | 501(C)(3) | $10,740 | WORSHIP | |
| VISION OF CHILDREN FOUNDATION | ||||||||
| 12555 HIGH BLUFF DR 330 | SAN DIEGO | CA | 92130 | 954271785 | 501(C)(3) | $10,600 | VISION CARE | |
| VISTA COMMUNITY CLINIC | ||||||||
| 1000 VALE TERRACE | VISTA | CA | 92084 | 952815615 | 501(C)(3) | $13,247 | MEDICAL CARE | |
| VOICE OF SAN DIEGO | ||||||||
| 2508 HISTORIC DECATUR RD SUITE 120 | SAN DIEGO | CA | 92106 | 201585919 | 501(C)(3) | $5,000 | MEDIA/COMMUNICATIONS | |
| WARRIOR FOUNDATION-FREEDOM STATION | ||||||||
| 1223 1/2 28TH STREET SUITE A | SAN DIEGO | CA | 92012 | 200067633 | 501(C)(3) | $9,200 | MILITARY | |
| WASTE NOT | ||||||||
| 1700 NORTH GRANITE REEF ROAD | SCOTTSDALE | AZ | 85257 | 860650514 | 501(C)(3) | $5,000 | BASIC NEEDS | |
| WAVE ACADEMY | ||||||||
| 4455 MURPHY CANYON RD SUITE 100-13 | SAN DIEGO | CA | 92123 | 364690777 | 501(C)(3) | $10,000 | MEDICAL CARE | |
| WISCONSIN HISTORICAL FOUNDATION | ||||||||
| 816 STATE STREET | MADISON | WI | 53706 | 390921093 | 501(C)(3) | $15,000 | HISTORIC SOCIETIES | |
| WORKSHOPS FOR WARRIORS | ||||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | 261721255 | 501(C)(3) | $22,500 | MILITARY | |
| WORLDREADERORG | ||||||||
| 2030 1ST AVENUE SUITE 300 | SEATTLE | WA | 98121 | 272092468 | 501(C)(3) | $16,000 | LITERACY | |
| WREATHS ACROSS AMERICA | ||||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | 208362270 | 501(C)(3) | $20,336 | MILITARY | |
| YMCA OF SAN DIEGO COUNTY | ||||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 952039198 | 501(C)(3) | $20,700 | YOUTH DEVELOPMENT | |
| YOUNG LIFE - INNER CITY SAN DIEGO | ||||||||
| 4193 UNIVERSITY AVENUE 5906 | SAN DIEGO | CA | 92105 | 840385934 | 501(C)(3) | $7,000 | AFTER SCHOOL PROGRAMS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 177 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ISSUED ARE ACCOMPANIED WITH A LETTER THAT GRANTEES ARE ASKED TO SIGN AND RETURN, ACKNOWLEDGING (AMONG OTHER THINGS) THAT THEY WILL NOT USE THE FUNDS FOR ANY PURPOSE OTHER THAN THE SPECIFIC PURPOSE(S) DESCRIBED IN THE LETTER. ALL GRANTS ISSUED FROM THE ORGANIZATION'S DISCRETIONARY FUNDS HAVE A FURTHER REQUIREMENT FOR THE GRANTEE TO PROVIDE A WRITTEN REPORT BACK TO THE ORGANIZATION DESCRIBING HOW THE AWARDED FUNDS WERE USED AND THE IMPACT THEY HAD ON THE GRANTEES FUNDED PROJECT(S). WHILE GRANTS FROM DONOR ADVISED FUNDS ARE ISSUED TO ANY 501(C)(3) CHARITABLE ORGANIZATION IN THE UNITED STATES, GRANTS FROM THE FOUNDATION'S DISCRETIONARY FUNDS ARE LIMITED TO ORGANIZATIONS LOCATED IN SAN DIEGO COUNTY, CA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA WILSON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $150,800 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,540 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,159 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,499 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 60 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,157,632 | 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 | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES THE SERVICES OF UBS FINANCIAL SERVICES, INC. TO ACCEPT GIFTS OF PUBLIC SECURITIES ON OUR BEHALF, TO SELL THOSE SECURITIES AND FORWARD THE PROCEEDS FROM SUCH SALES TO OUR CHECKING ACCOUNT AT UNION BANK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLES OF INCORPORATION WERE AMENDED IN RESPONSE TO A NOTICE FROM THE CA STATE BOARD OF EQUALIZATION INFORMING US THAT THE "IRREVOCABLE DEDICATION" CLAUSE IN OUR ORIGINAL ARTICLES FILED IN 1981 NO LONGER MET STATUTORY REQUIREMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALL BOARD MEMEBERS ARE PROVIDED WITH A COPY OF THE 990 VIA EMAIL PRIOR TO IT'S FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS MUST COMPLY WITH ALL REQUIREMENTS OF MEMBERSHIP ON THE RANCHO SANTA FE FOUNDATION BOARD OF DIRECTORS. OUR CONFLICT OF INTEREST POLICY IS MONITORED PRIMARILY BY HAVING EACH BOARD DIRECTOR EXECUTE A NEW CONFLICT OF INTEREST AGREEMENT AT THE BEGINNING OF EACH CALENDAR YEAR SO THAT THE CONCEPT OF 'CONFLICT OF INTEREST' REMAINS FRESH IN THEIR MINDS. BEYOND THAT, THE BOARD CHAIRMAN WILL ROUTINELY ASK BOARD MEMBERS TO RECUSE THEMSELVES FROM VOTING ON ISSUES AT MEETINGS THAT WOULD CREATE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE, BASED UPON COMPETITIVE SALARY DATA REVIEWED BY THE GOVERNANCE AND NOMINATING COMMITTEE AND THE ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD CHAIRMAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND TAX RETURNS ARE POSTED ON THE ORGANIZATION'S WEBSITE AS WELL AS THE GUIDESTAR WEBSITE. HARD COPIES OF THESE DOCUMENTS AS WELL AS MEETING MINUTES, OTHER GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ACTUARIAL VALUE OF SPLIT INTEREST AGREEMENTS 241,405. ROUNDING 1. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE WAY THAT THE AUDIT COMMITTEE OR BOARD OF DIRECTORS OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSFF CHARITABLE REAL ESTATE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320194805 | EIN |
| Primary Activities | ACCEPTANCE OF GIFTS OF REAL ESTATE FOR THE RSF FOUNDATION. | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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