2017-08-07T17:21:07-05:00 2016-12-31 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT STE 100 SAN DIEGO CA 92131 990 2016-01-01 953709639 RANCHO SANTA FE FOUNDATION RANC 8587566557 PO BOX 811 RANCHO SANTA FE CA 92067 CHRISTINA P WILSON EXEC. DIR. 8587566557 2017-08-03 1 ROBERT C GELLMAN P00183739 8587952000 208.34.24.20 2017-08-03 13:31:14 PD P 03C86F9B3D6C67DB96F8752EB1968591F020976C 5EA23A1F6BC591CAA9C71CA690B73B01101FA162 2016 2021-01-29 14:40:06Z CHRISTINA P WILSON PO BOX 811 RANCHO SANTA FE CA 92067 75112061 0 X WWW.RSFFOUNDATION.ORG X 1981 CA PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES. 26 26 7 38 0 0 8963723 9939596 0 0 3515888 1997724 192864 205621 12672475 12142941 5227463 5353725 0 0 477036 549971 0 0 217713 339800 332143 6044299 6235839 6628176 5907102 94633279 108516436 20487652 25014073 74145627 83502363 X 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. 0 0 262410 262410 0 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. 251190 251190 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. 124565 124565 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. 4880721 4715560 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. 4880721 4715560 5518886 1 1 0 0 0 1 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X CHRISTINA P WILSON 8587566557 162 S RANCHO SANTA FE RD B30 ENCINITAS CA 92024 ALYCE ASHCRAFT DIRECTOR 1.00 X 0 0 0 TERRY ATKINSON DIRECTOR 1.00 X 0 0 0 CRAIG DADO DIRECTOR 1.00 X 0 0 0 BILL DAVIDSON DIRECTOR 1.00 X 0 0 0 DAVID DOWN DIRECTOR 1.00 X 0 0 0 VICTORIA HANLON DIRECTOR 1.00 X 0 0 0 CONSTANCE LEVI DIRECTOR 1.00 X 0 0 0 MICHAEL LOBATZ DIRECTOR 1.00 X 0 0 0 GLENN ORATZ DIRECTOR 1.00 X 0 0 0 DANIEL PLATT DIRECTOR 1.00 X 0 0 0 PAULA POWERS DIRECTOR 1.00 X 0 0 0 STEVE SIMPSON DIRECTOR 1.00 X 0 0 0 GORDON SWANSON DIRECTOR 1.00 X 0 0 0 PAUL THIEL DIRECTOR 1.00 X 0 0 0 DONNA WALKER DIRECTOR 1.00 X 0 0 0 KATE WILLIAMS DIRECTOR 1.00 X 0 0 0 ED BLODGETT DIRECTOR 1.00 X 0 0 0 JEAN FENLEY DIRECTOR 1.00 X 0 0 0 NEIL HOKANSON DIRECTOR 1.00 X 0 0 0 BOB STINE DIRECTOR 1.00 X 0 0 0 LOU MEZZULLO DIRECTOR 1.00 X 0 0 0 MIKE GREGOIRE DIRECTOR 1.00 X 0 0 0 ROBERT VANOSKY TREASURER 4.00 X X 0 0 0 MARK HOLMLUND CHAIRMAN 4.00 X 0 0 0 BILL RUH FORMER CHAIRMAN 4.00 X 0 0 0 KEVIN CRAWFORD SECRETARY 4.00 X 0 0 0 CHRISTINA WILSON EXECUTIVE DIRECTOR 40.00 X 150800 0 13699 150800 0 13699 1 0 1 0 0 9939596 2157632 9939596 1841459 1841459 63125385 62969120 156265 156265 156265 MANAGEMENT FEE REVENUE 525920 205621 205621 205621 12142941 205621 0 1997724 5343363 5343363 3262 3262 7100 7100 151714 15171 37929 98614 313830 77387 220230 16213 48602 9663 26951 11988 35825 7123 19866 8836 16487 16487 45656 1424 42465 1767 18828 18828 19467 19467 19891 7190 6351 6350 23217 23217 80403 26801 26801 26801 5923 5923 8183 6502 1681 576 192 192 192 11089 11089 14910 660 13431 819 DUES AND SUBSCRIPTIONS 16974 5658 5658 5658 DONOR DEVELOPMENT 14679 14679 TELEPHONE 11187 3729 3729 3729 BANK SERVICE CHARGES 7881 7881 16792 3661 10531 2600 6235839 5518886 499240 217713 708840 676468 181126 314076 4250472 3805442 0 4812 120418 86459 35942 33959 68961047 78650130 20495852 25031549 94633279 108516436 34169 27317 20079942 24626663 373541 360093 20487652 25014073 X 31059157 36472380 6979410 8601935 36107060 38428048 74145627 83502363 94633279 108516436 X 5907102 3208228 241406 X X 0 1 X 1 0 X 14694654 16053498 10748349 8963724 9939597 60399822 14694654 16053498 10748349 8963724 9939597 60399822 31521379 28878443 843586 1170108 1483365 1511437 1841459 6849955 113867 124955 138191 192863 205621 775497 68025274 0.42450 0.37760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124 7206393 3658426 38863463 1 1 X X 1 22.00 0 0 1 0 5.00 0 0 0 1 X 38889553 2380830 2662388 1289470 263493 42379808 37595624 2882950 -84228 1263415 241378 38889553 34710182 2839863 1641657 1381776 214302 37595624 22438964 10539492 3930484 2041299 157459 34710182 20038064 1000600 1733387 211341 121746 22438964 0.01500 0.90700 0.07800 0 0 17287 17287 91780 85369 6411 11351 1090 10261 33959 INVESTMENTS HELD FOR OTHERS 24626663 OTHER ASSETS 4100 ASSETS HELD IN CRT 400786 25031549 LIABILITY UNDER CRT 360093 360093 15592574 3208228 241405 3449633 12142941 0 12142941 6235839 0 6235839 0 6235839 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. 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SUPPORT 6100 CHECK N/A 0 1 0 0 0 0 0 0 1 ARTS-A REASON TO SURVIVE INC 200 EAST 12TH STREET NATIONAL CITY CA 91950 330963135 501(C)(3) 50000 AFTER SCHOOL PROGRAMS ABILITIES UNITED 525 E CHARLESTON RD PALO ALTO CA 94306 941546643 501(C)(3) 5000 INCLUSION AFRICA INLAND MISSION INTERNATIONAL INC PO BOX 3611 PEACHTREE CITY GA 30269 111873101 501(C)(3) 30000 BASIC NEEDS ALL HALLOWS CATHOLIC CHURCH 6602 LA JOLLA SCENIC DR S LA JOLLA CA 92037 273861154 501(C)(3) 15000 WORSHIP AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 PO BOX 22212 SAN DIEGO CA 92192 330782521 501(C)(3) 5000 MEDICAL CARE AMIGOS DE LOS CALIFORNIOS 1831 LENDEE DRIVE ESCONDIDO CA 92025 330945347 501(C)(3) 10000 DENTAL CARE ARC OF SAN DIEGO 3030 MARKET STREET SAN DIEGO CA 92102 951863913 501(C)(3) 5000 INCLUSION ART OF ELAN 3401 32ND STREET SAN DIEGO CA 92104 208136710 501(C)(3) 25000 MUSIC ARTS GUILD OF OLD FORGE INC PO BOX 1144 OLD FORGE NY 13420 161001728 501(C)(3) 10000 VISUAL ARTS AT THE CROSSROADS 333 VALENCIA STREET SUITE 320 SAN FRANCISCO CA 94103 272603924 501(C)(3) 5000 YOUTH DEVELOPMENT BALBOA PARK CONSERVANCY 1549 EL PRADO SUITE 1 SAN DIEGO CA 92101 950850465 501(C)(3) 25000 ENVIRONMENTAL CONSERVATION BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY 4305 UNIVERSITY AVENUE 300 SAN DIEGO CA 92105 952151526 501(C)(3) 10000 AFTER SCHOOL PROGRAMS BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL 1207 UPAS STREET SAN DIEGO CA 92103 951643983 501(C)(3) 10000 YOUTH DEVELOPMENT BOYS & GIRLS CLUBS OF SAN DIEGUITO 533 LOMAS SANTA FE DRIVE SOLANA BEACH CA 92075 952470435 501(C)(3) 14930 YOUTH DEVELOPMENT BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTIES 5407 NORTH INTERSTATE 35 SUITE 400 AUSTIN TX 78723 746087356 501(C)(3) 38000 YOUTH DEVELOPMENT BOYS TO MEN MENTORING NETWORK INC 9587 TROPICO DRIVE LA MESA CA 91941 330800308 501(C)(3) 5000 YOUTH DEVELOPMENT BREAK THRU MINISTRIES 1831 S EL CAMINO REAL ENCINITAS CA 92024 330310704 501(C)(3) 5000 MENTAL HEALTH CAMP PENDLETON ARMED SERVICES YMCA BOX 555028 BLDG 16144 A STREET CAMP PENDLETON CA 92055 363274346 501(C)(3) 15000 MILITARY CENTRAL TEXAS FOOD BANK INC 8201 S CONGRESS AVE AUSTIN TX 78745 742217350 501(C)(3) 20000 FOOD CHALLENGED ATHLETES FOUNDATION 9591 WAPLES STREET SAN DIEGO CA 92121 330739596 501(C)(3) 5430 INCLUSION CHAMPION MINISTRIES INC PO BOX 1323 CASTLE ROCK CO 80104 841341326 501(C)(3) 5000 YOUTH DEVELOPMENT CHILDHELP USA INC 4350 E CAMELBACK ROAD F250 PHOENIX AZ 85018 952884608 501(C)(3) 10000 PREVENTION CHILDREN'S LITERACY FOUNDATION 1536 LOOMIS HILL ROAD WATERBURY CENTER VT 05677 020498154 501(C)(3) 5000 LITERACY COASTAL COMMUNITY FOUNDATION PO BOX 230415 ENCINITAS CA 92023 330216692 501(C)(3) 5000 COMMUNITY FOUNDATION CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 150532082 501(C)(3) 10000 COLLEGE/UNIVERSITY CSU SAN MARCOS FOUNDATION 333 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 800390564 501(C)(3) 112489 COLLEGE/UNIVERSITY DIABETES RESEARCH CONNECTION 1400 MAIDEN LANE DEL MAR CA 92014 900815395 501(C)(3) 110000 RESEARCH DISCIPLESHIP NETWORK OF AMERICA 100 DOWNERS GROVE SIGNAL MOUNTAIN TN 37377 621845855 501(C)(3) 5000 TRAINING/STUDY DON DIEGO SCHOLARSHIP FOUNDATION 2260 JIMMY DURANTE BLVD DEL MAR CA 92014 330859020 501(C)(3) 29317 COLLEGE/UNIVERSITY DREAM WEAVERS 14325 HIGH PINE STREET POWAY CA 92064 200296751 501(C)(3) 10000 YOUTH DEVELOPMENT DREAMS FOR CHANGE PO BOX 16327 SAN DIEGO CA 92176 270447059 501(C)(3) 135000 FOOD DRESS FOR SUCCESS SAN DIEGO 1122 BROADWAY SUITE 200 SAN DIEGO CA 92101 330818343 501(C)(3) 10000 ECONOMIC DEVELOPMENT EASTER SEALS SOUTHERN CALIFORNIA INC 1570 E 17TH STREET STE E SANTA ANA CA 92705 943068149 501(C)(3) 15000 MEDICAL CARE EMILIO NARES FOUNDATION 11230 SORRENTO VALLEY RD 100 SAN DIEGO CA 92121 134229276 501(C)(3) 40000 MEDICAL CARE ENCINITAS COASTAL ROTARY CLUB PO BOX 230762 ENCINITAS CA 92023 330307082 501(C)(4) 10000 BASIC NEEDS ENCINITAS HISTORICAL SOCIETY PO BOX 232293 ENCINITAS CA 92024 953806162 501(C)(3) 5000 HISTORIC SOCIETIES ERIC PAREDES SAVE A LIFE FOUNDATION 2514 JAMACHA ROAD SUITE 502 EL CAJON CA 92019 800636157 501(C)(3) 25000 PREVENTION ESCONDIDO EDUCATION COMPACT 220 S BROADWAY ESCONDIDO CA 92025 330403419 501(C)(3) 5000 EDUCATION ETERNAL HOPE INC PO BOX 8575 SPOKANE WA 99203 463276542 501(C)(3) 10000 ECONOMIC DEVELOPMENT FACE FOUNDATION 10455 SORRENTO VALLEY RD 208 SAN DIEGO CA 92121 205333261 501(C)(3) 5000 ANIMAL HEALTH FEEDING SAN DIEGO 9455 WAPLES STREET STE 135 SAN DIEGO CA 92121 260457477 501(C)(3) 27000 FOOD FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 2196 VISTA CA 92085 440610626 501(C)(3) 20000 YOUTH DEVELOPMENT FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 8366 HUNTINGTON BEACH CA 92615 440610626 501(C)(3) 15000 YOUTH DEVELOPMENT FIRST CHURCH OF CHRIST SCIENTIST PO BOX 422 RANCHO SANTA FE CA 92067 952322997 501(C)(3) 8090 RELIGIOUS STUDIES FIRST DESCENTS 3001 BRIGHTON BLVD SUITE 623 DENVER CO 80216 810539964 501(C)(3) 5000 MEDICAL CARE FOOD FORWARD 7412 FULTON AVENUE 3 NORTH HOLLYWOOD CA 91605 900678872 501(C)(3) 120000 FOOD FOOTHILL COUNTRY DAY SCHOOL 1035 WEST HARRISON AVENUE CLAREMONT CA 91711 951816057 501(C)(3) 45188 K-12 FRANK LLOYD WRIGHT BUILDING CONSERVANCY 53 W JACKSON BLVD 1120 CHICAGO IL 60604 363703598 501(C)(3) 5000 ENVIRONMENTAL CONSERVATION FRATERNITY HOUSE INC 20702 ELFIN FOREST ROAD ESCONDIDO CA 92029 330306861 501(C)(3) 5000 HOUSING/SHELTER FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY PO BOX 657 CARDIFF BY THE SEA CA 92007 330311593 501(C)(3) 12400 LIBRARIES FRIENDS OF WESTERN WASHINGTON COUNTY FIREFIGHTERS 1919 ASH STREET FOREST GROVE OR 97116 472690449 501(C)(3) 10000 DISASTER RELIEF FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVENUE PASADENA CA 91182 951699394 501(C)(3) 5000 TRAINING/STUDY GEORGE G GLENNER ALZHEIMER'S FAMILY CENTERS INC 3702 FOURTH AVENUE SAN DIEGO CA 92103 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SANTA FE CA 92067 951132930 501(C)(4) 100840 HISTORIC PROJECTS RANCHO SANTA FE EDUCATION FOUNDATION PO BOX 809 RANCHO SANTA FE CA 92067 330787566 501(C)(3) 12200 K-12 RANCHO SANTA FE LIBRARY GUILD PO BOX 348 RANCHO SANTA FE CA 92067 956091588 501(C)(3) 21109 LIBRARIES RANCHO SANTA FE SENIORS INC PO BOX 223 RANCHO SANTA FE CA 92067 956113493 501(C)(3) 31414 AGING SERVICES REALITY CHANGERS 3910 UNIVERSITY AVENUE 300-RC SAN DIEGO CA 92105 263757305 501(C)(3) 72730 YOUTH DEVELOPMENT REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUL HALL 1960 BERKELEY CA 94720 946002123 501(C)(3) 7000 COLLEGE/UNIVERSITY RESPONSIBILITY PO BOX 433199 SAN YSIDRO CA 92143 330437290 501(C)(3) 5500 ECONOMIC DEVELOPMENT SAN DIEGO BOTANIC GARDEN P O BOX 230005 ENCINITAS CA 92023 956120581 501(C)(3) 101000 BOTANIC GARDENS SAN DIEGO CALVARY KOREAN CHURCH 6970 LINDA VISTA ROAD SAN DIEGO CA 92111 330333698 501(C)(3) 10000 WORSHIP SAN DIEGO CIVIC YOUTH BALLET 1650 EL PRADO SUITE 209 SAN DIEGO CA 92101 237079373 501(C)(3) 5000 DANCE SAN DIEGO HUMANE SOCIETY 5500 GAINES STREET SAN DIEGO CA 92110 951661688 501(C)(3) 22650 ANIMAL HEALTH SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION 1245 SEVENTH AVENUE SAN DIEGO CA 92101 952040874 501(C)(3) 17000 MUSIC SAN ELIJO LAGOON CONSERVANCY PO BOX 230634 ENCINITAS CA 92023 330358660 501(C)(3) 17000 ENVIRONMENTAL CONSERVATION SAN JUAN DIEGO CATHOLIC HIGH SCHOOL 800 HERNDON LANE AUSTIN TX 78704 710866044 501(C)(3) 10000 K-12 SANFORD-BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501(C)(3) 126000 RESEARCH SAVVY GIVING BY DESIGN 7875 HIGHLANDS VILLAGE PLACE B103 SAN DIEGO CA 92127 811417309 501(C)(3) 5000 BASIC NEEDS SCRIPPS HEALTH FOUNDATION 354 SANTA FE DRIVE ENC63 ENCINITAS CA 92024 951684089 501(C)(3) 80034 HOSPITALS SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 951684089 501(C)(3) 372000 HOSPITALS SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 237287150 501(C)(3) 27034 THEATRE SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 953492461 501(C)(3) 50000 HOSPITALS ST ANDREWS PRESBYTERIAN CHURCH 600 ST ANDREWS ROAD NEWPORT BEACH CA 92663 951969024 501(C)(3) 10000 WORSHIP ST JEANNE DE LESTONNAC SCHOOL 32650 AVENIDA LESTONNAC TEMECULA CA 92592 530196617 501(C)(3) 15000 K-12 ST JOHN SCHOOL 1003 ENCINITAS BLVD ENCINITAS CA 92024 951644613 501(C)(3) 50000 EDUCATION ST JOSEPH ACADEMY 500 LAS FLORES DRIVE SAN MARCOS CA 92078 330643364 501(C)(3) 20000 K-12 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 50000 HOSPITALS ST MADELEINE SOPHIE'S TRAINING CENTER 2119 E MADISON AVENUE EL CAJON CA 92019 951957332 501(C)(3) 100000 INCLUSION ST MICHAEL'S ABBEY PREPARATORY SCHOOL 19292 EL TORO ROAD SILVERADO CA 92676 020677028 501(C)(3) 46500 K-12 STOP CANCER 2566 OVERLAND AVENUE 790 LOS ANGELES CA 90064 954167790 501(C)(3) 11000 RESEARCH SUNDARA FUND 777 AVENUE OF THE AMERICAS SUITE 27F NEW YORK NY 10001 465114363 501(C)(3) 20000 BASIC NEEDS SUPPORT THE ENLISTED PROJECT P O BOX 26747 SAN DIEGO CA 92196 203051279 501(C)(3) 13000 BASIC NEEDS TAKING CONTROL OF YOUR DIABETES 1110 CAMINO DEL MAR SUITE B DEL MAR CA 92014 330794608 501(C)(3) 15000 MEDICAL CARE TENDER LOVING CANINES ASSISTANCE DOGS PO BOX 1244 SOLANA BEACH CA 92075 330809688 501(C)(3) 21190 INCLUSION TERI INC 251 AIRPORT ROAD OCEANSIDE CA 92058 953532129 501(C)(3) 20000 INCLUSION THE CAMBRIDGE SCHOOL 12855 BLACK MOUNTAIN ROAD SAN DIEGO CA 92129 204594308 501(C)(3) 15300 K-12 THE CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 501(C)(3) 7600 COLLEGE/UNIVERSITY THE CLAIRVAUX INSTITUTE 621 N BROMLEY AVENUE SCRANTON PA 18504 262994486 501(C)(3) 12000 K-12 THE DEACON JOHN-GRAVE FOUNDATION INC PO BOX 651 MADISON CT 06443 061084133 501(C)(3) 5000 HISTORIC PROJECTS THE DIATRIBE FOUNDATION 804 HAIGHT STREET SAN FRANCISCO CA 94117 462431517 501(C)(3) 5000 RESEARCH THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 530245017 501(C)(3) 15000 THEATRE THE KIDS COLLEGE 570 RANCHEROS DRIVE SUITE 270 SAN MARCOS CA 92069 330933622 501(C)(3) 35000 K-12 THE LYCEUM SCHOOL 1545 S GREEN ROAD SOUTH EUCLID OH 44121 320079287 501(C)(3) 26500 K-12 THE NAVY SEAL FOUNDATION 1619 D STREET BLDG 5326 VIRGINIA BEACH VA 23459 311728910 501(C)(3) 10000 MILITARY THE OUTREACH FOUNDATION OF THE PRESBYTERIAN CHURCH 381 RIVERSIDE DRIVE 110 FRANKLIN TN 37064 581375506 501(C)(3) 20000 BASIC NEEDS THE PATRIOTS INITIATIVE P O BOX 2527 RANCHO SANTA FE CA 92067 472495472 501(C)(3) 10000 MILITARY THE PATTON FOUNDATION PO BOX 482 NEW HOPE PA 18938 271663903 501(C)(3) 5000 MILITARY TIJUANA CHRISTIAN MISSION PO BOX 437930 SAN YSIDRO CA 92143 510191579 501(C)(3) 5000 BASIC NEEDS TREE SAN DIEGO 7920 MIRAMAR ROAD UNIT 119 SAN DIEGO CA 92126 465183143 501(C)(3) 45000 ENVIRONMENTAL CONSERVATION TREES WATER & PEOPLE 633 REMINGTON ST FORT COLLINS CO 80524 841462044 501(C)(3) 30000 ENVIRONMENTAL CONSERVATION TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02215 042103547 501(C)(3) 5000 COLLEGE/UNIVERSITY UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE 0940 LA JOLLA CA 92093 952872494 501(C)(3) 10300 COLLEGE/UNIVERSITY UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 376006007 501(C)(3) 10000 COLLEGE/UNIVERSITY UNIVERSITY OF MICHIGAN 3003 S STATE STREET SUITE 9000 ANN ARBOR MI 48109 386006309 501(C)(3) 195000 COLLEGE/UNIVERSITY UNIVERSITY OF ROCHESTER 300 EAST RIVER ROAD ROCHESTER NY 14627 160743209 501(C)(3) 35000 COLLEGE/UNIVERSITY UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501(C)(3) 194410 COLLEGE/UNIVERSITY UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS ADM 160 MC4017 LOS ANGELES CA 90089 951642394 501(C)(3) 14400 COLLEGE/UNIVERSITY VIA VERITAS INC 204 W SUNSET RD LOOKOUT MOUNTAIN TN 37350 454885299 501(C)(3) 5000 RELIGIOUS STUDIES VILLAGE COMMUNITY PRESBYTERIAN CHURCH PO BOX 704 RANCHO SANTA FE CA 92067 956006164 501(C)(3) 10740 WORSHIP VISION OF CHILDREN FOUNDATION 12555 HIGH BLUFF DR 330 SAN DIEGO CA 92130 954271785 501(C)(3) 10600 VISION CARE VISTA COMMUNITY CLINIC 1000 VALE TERRACE VISTA CA 92084 952815615 501(C)(3) 13247 MEDICAL CARE VOICE OF SAN DIEGO 2508 HISTORIC DECATUR RD SUITE 120 SAN DIEGO CA 92106 201585919 501(C)(3) 5000 MEDIA/COMMUNICATIONS WARRIOR FOUNDATION-FREEDOM STATION 1223 1/2 28TH STREET SUITE A SAN DIEGO CA 92012 200067633 501(C)(3) 9200 MILITARY WASTE NOT 1700 NORTH GRANITE REEF ROAD SCOTTSDALE AZ 85257 860650514 501(C)(3) 5000 BASIC NEEDS WAVE ACADEMY 4455 MURPHY CANYON RD SUITE 100-13 SAN DIEGO CA 92123 364690777 501(C)(3) 10000 MEDICAL CARE WISCONSIN HISTORICAL FOUNDATION 816 STATE STREET MADISON WI 53706 390921093 501(C)(3) 15000 HISTORIC SOCIETIES WORKSHOPS FOR WARRIORS 2970 MAIN STREET SAN DIEGO CA 92113 261721255 501(C)(3) 22500 MILITARY WORLDREADERORG 2030 1ST AVENUE SUITE 300 SEATTLE WA 98121 272092468 501(C)(3) 16000 LITERACY WREATHS ACROSS AMERICA PO BOX 249 COLUMBIA FALLS ME 04623 208362270 501(C)(3) 20336 MILITARY YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501(C)(3) 20700 YOUTH DEVELOPMENT YOUNG LIFE - INNER CITY SAN DIEGO 4193 UNIVERSITY AVENUE 5906 SAN DIEGO CA 92105 840385934 501(C)(3) 7000 AFTER SCHOOL PROGRAMS 177 2 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 CHRISTINA WILSON EXECUTIVE DIRECTOR 150800 0 0 0 0 0 7540 0 6159 0 164499 0 0 0 X 60 2157632 FMV 0 1 1 PART I, LINE 32B: 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. 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. RSFF CHARITABLE REAL ESTATE FUND PO BOX 811 RANCHO SANTA FE CA 92067 320194805 ACCEPTANCE OF GIFTS OF REAL ESTATE FOR THE RSF FOUNDATION. CA 501(C)(3) 509(A)(3) RSFF 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0