FURP.ORG / PUBLIC DATA EXPLORER

RANCHO SANTA FE EDUCATION FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RANCHO SANTA FE EDUCATION FOUNDATION (EIN 33-0787566)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-13
IRS object ID
202523179349303522
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T08:04:28-08:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522354566PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wilkinson Hadley King & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1218 W Douglas AveAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92020ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330787566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRANCBusinessNameControlTxt
Phone8587561141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANE SOLOMONPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAubrey W MannPreparerPersonNm
PTINP00691156PTIN
Phone6194476700PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE SOLOMONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,089,556GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RSFEF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE PRIMARY EXEMPT PURPOSE OF THE RANCHO SANTA FE EDUCATION FOUNDATION IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAM PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers73TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,172,924PYContributionsGrantsAmt
CY Contributions Grants$743,441CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$604,105PYInvestmentIncomeAmt
CY Investment Income$305,289CYInvestmentIncomeAmt
PY Other Revenue-$316,672PYOtherRevenueAmt
CY Other Revenue-$256,139CYOtherRevenueAmt
PY Total Revenue$1,460,357PYTotalRevenueAmt
CY Total Revenue$792,591CYTotalRevenueAmt
PY Grants And Similar Paid$1,100,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,100,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,769CYTotalFundraisingExpenseAmt
PY Other Expenses$78,581PYOtherExpensesAmt
CY Other Expenses$118,639CYOtherExpensesAmt
PY Total Expenses$1,178,581PYTotalExpensesAmt
CY Total Expenses$1,218,639CYTotalExpensesAmt
PY Revenues Less Expenses$281,776PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$426,048CYRevenuesLessExpensesAmt
Total Assets BOY$8,231,716TotalAssetsBOYAmt
Total Assets EOY$8,217,033TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,231,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,217,033NetAssetsOrFundBalancesEOYAmt
MissionTHE PRIMARY EXEMPT PURPOSE OF THE RANCHO SANTA FE EDUCATION FOUNDATION IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAM PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,100,000ExpenseAmt
DescTHE RANCHO SANTA FE EDUCATION FOUNDATION PROVIDES THE RANCHO SANTA FE SCHOOL DISTRICT AN ANNUAL GRANT TO ASSIST WITH PROVIDING SMALL CLASS SIZES, FOCUSED ACADEMICS AND ROBUST ENRICHMENT PROGRAMS.Desc
Total Program Service Expenses$1,100,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALLISON OPPELTZPersonNm
Phone8587561141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15927 LA GRANADAAddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ASHLEY HAASE
Chairman2.000.00Yes (X)Yes (X)$0$0$0
SALLY O'TOOLE
Chairman2.000.00Yes (X)Yes (X)$0$0$0
KARALEE EATROS
Secretary2.000.00Yes (X)Yes (X)$0$0$0
DIANE SOLOMON
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
TOM VIEIRA
Director1.000.00Yes (X)$0$0$0
EDNA MUNOZ-LASH
Director1.000.00Yes (X)$0$0$0
SHALICE RICK
Director1.000.00Yes (X)$0$0$0
COURTNEY SVAJIAN
Director1.000.00Yes (X)$0$0$0
HILLARY BARBER
Director1.000.00Yes (X)$0$0$0
KATHERINE ZABLOUDIL
Director1.000.00Yes (X)$0$0$0
KERRI HINDS
Director1.000.00Yes (X)$0$0$0
LINDSAY SCRIPP
Director1.000.00Yes (X)$0$0$0
KERRY VINCI
Director1.000.00Yes (X)$0$0$0
JESS BOSS
Director1.000.00Yes (X)$0$0$0
JESS SWANN
Director1.000.00Yes (X)$0$0$0
KATHRYN CAVANAH
Director1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$743,441FundraisingAmt
Noncash Contributions$57,050NoncashContributionsAmt
Total Contributions$743,441TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$305,289TotalRevenueColumnAmt
Exclusion$305,289ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$40,826FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$743,441ContriRptFundraisingEventAmt
Fundraising Direct Expenses$296,925FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$256,099TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Cost Of Goods Sold$40CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$40TotalRevenueColumnAmt
Exclusion-$40ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$792,591TotalRevenueColumnAmt
Exclusion$305,249ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,100,000TotalAmt
Program Services$1,100,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,792TotalAmt
Management And General$10,792ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,009TotalAmt
Management And General$33,009ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,303TotalAmt
Fundraising$9,303FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,416TotalAmt
Fundraising$6,416FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,453TotalAmt
Management And General$1,453ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
IN KIND EXPENSES$57,050$57,050
MISCELLANEOUS EXPENSES$310$310
LOSS ON SALE OF DONATED STOCK$306$306

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,218,639TotalAmt
Program Services$1,100,000ProgramServicesAmt
Management And General$45,870ManagementAndGeneralAmt
Fundraising$72,769FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$505,338BOYAmt
EOY$123,999EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$365,882BOYAmt
EOY$380,859EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$861,150BOYAmt
EOY$731,666EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,125BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$7,941EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,489,221BOYAmt
EOY$6,972,568EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,231,716BOYAmt
EOY$8,217,033EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$881,345BOYAmt
EOY$512,799EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,350,371BOYAmt
EOY$7,704,234EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,231,716BOYAmt
EOY$8,217,033EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,231,716BOYAmt
EOY$8,217,033EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$426,048ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$411,365NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$984,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$810,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,243,633CurrentTaxYearMinus1YearAmt
Current Tax Year$641,260CurrentTaxYearAmt
Total$4,442,472TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$984,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$810,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,243,633CurrentTaxYearMinus1YearAmt
Current Tax Year$641,260CurrentTaxYearAmt
Total$4,442,472TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$4,442,472PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$340,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$499,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$434,324CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$571,138CurrentTaxYearMinus1YearAmt
Current Tax Year$683,645CurrentTaxYearAmt
Total$2,528,713TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$500CurrentTaxYearMinus1YearAmt
Total$500TotalAmt
FieldValueIRS element (for citing)
Total Support$6,971,685TotalSupportAmt
Public Support CY1700.63720PublicSupportCY170Pct
Public Support PY1700.68310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,489,221BeginningYearBalanceAmt
Contributions$60,428ContributionsAmt
Investment Earnings Or Losses$701,642InvestmentEarningsOrLossesAmt
Grants Or Scholarships$245,714GrantsOrScholarshipsAmt
Administrative Expenses$33,009AdministrativeExpensesAmt
End Year Balance$6,972,568EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,098,764BeginningYearBalanceAmt
Contributions$76,494ContributionsAmt
Investment Earnings Or Losses$587,240InvestmentEarningsOrLossesAmt
Grants Or Scholarships$242,840GrantsOrScholarshipsAmt
Administrative Expenses$30,437AdministrativeExpensesAmt
End Year Balance$6,489,221EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,813,623BeginningYearBalanceAmt
Contributions$92,100ContributionsAmt
Investment Earnings Or Losses$458,812InvestmentEarningsOrLossesAmt
Grants Or Scholarships$236,584GrantsOrScholarshipsAmt
Administrative Expenses$29,187AdministrativeExpensesAmt
End Year Balance$6,098,764EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,693,497BeginningYearBalanceAmt
Contributions$67,982ContributionsAmt
Investment Earnings Or Losses-$697,176InvestmentEarningsOrLossesAmt
Grants Or Scholarships$218,059GrantsOrScholarshipsAmt
Administrative Expenses$32,621AdministrativeExpensesAmt
End Year Balance$5,813,623EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,484,153BeginningYearBalanceAmt
Contributions$66,901ContributionsAmt
Investment Earnings Or Losses$1,381,328InvestmentEarningsOrLossesAmt
Grants Or Scholarships$209,311GrantsOrScholarshipsAmt
Administrative Expenses$29,574AdministrativeExpensesAmt
End Year Balance$6,693,497EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.92900BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.07100PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Book Value Other Assets$6,972,568TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,220,947TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$411,365NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$50,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$461,365RevenueNotReportedAmt
Revenue Subtotal$759,582RevenueSubtotalAmt
Investment Expenses Not Incld$33,009InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$33,009RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$792,591TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,235,630TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$50,000DonatedServicesUseFcltsAmt
Expenses Not Reported$50,000ExpensesNotReportedAmt
Expenses Subtotal$1,185,630ExpensesSubtotalAmt
Investment Expenses Not Incld2$33,009InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$33,009ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,218,639TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.The Endowment's purpose is to provide for long-term financial security for the Rancho Santa Fe School District.
Part X : FIN48 FootnoteTHE FOUNDATION FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$361,775GrossReceiptsEvent1Amt
Charitable Contri Event1$361,775CharitableContriEvent1Amt
Cash Prizes Event1$57,050CashPrizesEvent1Amt
Other Direct Expenses Event1$162,288OtherDirectExpensesEvent1Amt
Event2SCHOLARS CIRCLE EVENTEvent2Nm
Gross Receipts Event2$330,664GrossReceiptsEvent2Amt
Charitable Contri Event2$330,664CharitableContriEvent2Amt
Other Direct Expenses Event2$9,491OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$91,341GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$51,002CharitableContriOtherEventsAmt
Gross Revenue Other Events$40,339GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$53,154OthDirectExpnssOtherEventsAmt
Gross Receipts Total$783,780GrossReceiptsTotalAmt
Charitable Contributions Tot$743,441CharitableContributionsTotAmt
Gross Revenue Total Events$40,339GrossRevenueTotalEventsAmt
Cash Prizes Total Events$57,050CashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$224,933OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$281,983DirectExpenseSummaryEventsAmt
Net Income Summary-$241,644NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CityRNACHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Recipient EIN953652699RecipientEIN
Cash Grant$1,100,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTO SUPPORT AND ENRICH THE EDUCATIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule M IRS990ScheduleM

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Contribution4ContributionCnt
Noncash Contributions Rpt F990$3,100NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

DescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
FLOWERS1$1,500FMV
GALA PACKAGES27$52,450FMV
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6ANYBODY WHO MADE CONTRIBUTION TO THE RANCHO SANTA FE EDUCATION FOUNDATION ARE MEMBER OF THE FOUNDATION.
Form 990, Part VI, Section B, Line 11bTHE 990 IS EMAILED TO THE CHAIR AND FINANCE CHAIR FOR FEEDBACK.
Form 990, Part VI, Section B, Line 12cTRUSTEES ARE REQUIRED TO FILL OUT A DISCLOSURE QUESTIONNAIRE AT THE BEGINNING OF THE TERM.
Form 990, Part VI, Section C, Line 19THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
EIN953652699EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section170 c1ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$1,100,000InvolvedAmt
Method Of Amount DeterminationACCRUALMethodOfAmountDeterminationTxt