2015-08-12T13:33:38-05:00 2014-12-31 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT STE 100 SAN DIEGO CA 92131 990 2014-01-01 953709639 RANCHO SANTA FE FOUNDATION RANC 8587566557 PO BOX 811 RANCHO SANTA FE CA 92067 CHRISTINA P WILSON EXEC DIR 8587566557 2015-08-05 1 ROBERT C GELLMAN P00183739 8587952000 2014 2016-02-25 16:41:14Z CHRISTINA P WILSON PO BOX 811 RANCHO SANTA FE CA 92067 41160691 0 X WWW.RSFFOUNDATION.ORG X 1981 CA PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES. 30 30 7 29 0 0 16303498 10748349 0 0 2197847 2804415 124955 138191 18626300 13690955 3507838 7333704 0 0 396620 452360 0 0 219921 257948 328374 4162406 8114438 14463894 5576517 82134293 87933708 16417902 16362242 65716391 71571466 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 387000 387000 THE PATRIOTS INITIATIVE, 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 WORLD AND ACTIVE DUTY, VETERANS AND IN 2014, THEIR DEPENDENTS BENEFITTED FROM GRANTS RANGING FROM $1,000 TO $100,000 TO 18 DIFFERENT ORGANIZATIONS FOR A TOTAL OF NEARLY $387,000. 300000 300000 IN THE SECOND YEAR OF A THREE-YEAR COMMITMENT, THE ADVISORY COMMITTEE OF AN ENDOWED FUND GRANTED $300,000 TO THE INDIANA UNIVERSITY SCHOOL OF NURSING (IUSON) TO SUPPORT A COLLABORATIVE INITIATIVE WITH SCRIPPS HEALTH OF SAN DIEGO FOCUSED ON IMPROVING COMMUNICATION BETWEEN HEALTH CARE PROVIDERS, PATIENTS AND PATIENTS' FAMILIES REGARDING PALLIATIVE AND END-OF-LIFE CARE. 258000 258000 IN 2014, THE RANCHO SANTA FE WOMEN'S FUND MADE 10 GRANTS TOTALING $258,000. GRANTS RANGED IN SIZE FROM $15,000 - $30,000 AND FOCUSED ON NONPROFITS WORKING IN THE AREAS OF EDUCATION, ECONOMIC DEVELOPMENT AND SOCIAL 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. 6530288 6388704 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.. 6530288 6388704 7475288 1 1 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 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 PO BOX 811 RANCHO SANTA FE CA 92067 ALYCE ASHCRAFT DIRECTOR 1.00 X 0 0 0 TERRY ATKINSON DIRECTOR 1.00 X 0 0 0 RICH COLLATO 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 FRANCI FREE DIRECTOR 1.00 X 0 0 0 HUGH GREENWAY DIRECTOR 1.00 X 0 0 0 VICTORIA HANLON DIRECTOR 1.00 X 0 0 0 MARK HOLMLUND DIRECTOR 1.00 X 0 0 0 CANDACE HUMBER DIRECTOR 1.00 X 0 0 0 KIMBERLY KING 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 JOHN MAJOR DIRECTOR 1.00 X 0 0 0 RON MCMAHON 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 BILL RUH DIRECTOR 1.00 X 0 0 0 RICHARD SAPP 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 BETTY WILLIAMS DIRECTOR 1.00 X 0 0 0 KATE WILLIAMS DIRECTOR 1.00 X 0 0 0 GIGI FENLEY SECRETARY 4.00 X X 0 0 0 NEIL HOKANSON CHAIRMAN 4.00 X X 0 0 0 ROBERT VANOSKY TREASURER 4.00 X X 0 0 0 CHRISTINA WILSON EXECUTIVE DIRECTOR 40.00 X 135000 0 14217 135000 0 14217 1 0 0 0 0 10748349 2078275 10748349 1483365 1483365 28790786 27469736 1321050 1321050 1321050 MANAGEMENT FEE REVENUE 525920 138191 138191 138191 13690955 138191 0 2804415 7328604 7328604 4000 4000 1100 1100 137057 13706 27411 95940 245052 66985 172591 5476 42020 8873 21994 11153 28231 5962 14776 7493 29534 29534 38450 1446 35186 1818 870 495 375 51750 51750 15729 6035 4846 4848 18783 2021 16762 56384 18795 18794 18795 4908 4908 38602 3207 22722 12673 663 221 221 221 8505 8505 10497 566 9219 712 DUES AND SUBSCRIPTIONS 10523 2278 6679 1566 PRINTING/REPRODUCTION 9114 4892 2111 2111 BANK SERVICE CHARGES 8586 415 8171 0 TELEPHONE 7827 2609 2609 2609 17649 3078 11815 2756 8114438 7475288 419229 219921 621772 471716 106020 181037 5953964 5369204 17008 10230 122783 71996 33553 50787 58996335 65501460 16405641 16349274 82134293 87933708 16361 17068 16401541 16345174 16417902 16362242 X 29465276 31886128 6091566 6451415 30159549 33233923 65716391 71571466 82134293 87933708 X 5576517 373682 -95124 X X 0 1 X 1 0 X 4049899 15740971 14694654 16053498 10748349 61287371 4049899 15740971 14694654 16053498 10748349 61287371 36699544 24587827 313431 354414 843586 1170108 1483365 4164904 80990 93690 113867 124955 138191 551693 66003968 0.37250 0.32640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104 7320958 5885192 31068918 1 1 X X 2 30.00 0 0 0 1 0 5.00 0 0 0 1 X 34710182 2839863 1641657 1381776 214302 37595624 22438964 10539492 3930484 2041299 157459 34710182 20038064 1000600 1733387 211341 121746 22438964 9677077 10923662 -152279 328852 81544 20038064 6734123 2319565 989401 299515 66497 9677077 0.01580 0.88400 0.10020 0 0 17287 17287 90851 62773 28078 14645 9223 5422 50787 INVESTMENTS HELD FOR OTHERS 16345174 OTHER ASSETS 4100 16349274 13969514 373682 -95124 278558 13690956 -1 -1 13690955 8114438 0 8114438 0 8114438 PART II, LINE 9: THE FOUNDATION HOLDS TITLE TO A 22-ACRE PARCEL OF UNDEVELOPED LAND AS WELL AS TWO OTHER PARCELS CONSISTING OF 4.30 ACRES AND 3.70 ACRES IN RANCHO SANTA FE WHICH ARE TO BE HELD BY THE FOUNDATION IN PERPETUITY AS OPEN SPACE. THE VALUE OF THESE PARCELS 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 16,345,174 AT DECEMBER 31, 2014. 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 -95,124. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING -1. 1 SCHWAB CHARITABLE FUND 1958 SUMMIT PARK DRIVE 200 ORLANDO FL 32810 311640316 501(C)(3) 2490278 PHILANTHROPY INDIANA UNIVERSITY 980 INDIANA AVE RM2232 INDIANAPOLIS IN 46202 356001673 501(C)(3) 300000 COLLEGE/UNIVERSITY SANFORD BURNHAM INSTITUTE FOR MEDICAL RESEARCH 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501(C)(3) 252500 RESEARCH VILLAGE COMMUNITY PRESBYTERIAN CHURCH PO BOX 704 RANCHO SANTA FE CA 92067 956006164 501(C)(3) 251009 WORSHIP INTEGRA CENTER PO BOX 22498 SAN DIEGO CA 92192 453837670 501(C)(3) 231000 INCLUSION SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 951684089 501(C)(3) 167100 HOSPITALS ST JOHN SCHOOL 1003 ENCINITAS BLVD ENCINITAS CA 92024 951644613 501(C)(3) 150000 K-12 ALL HALLOWS CATHOLIC CHURCH 6602 LA JOLLA SCENIC DR S LA JOLLA CA 92037 273861154 501(C)(3) 135000 TRAINING/STUDY MAINLY MOZART 444 W BEECH STREET 220 SAN DIEGO CA 92101 330320305 501(C)(3) 125500 MUSIC CAMBRIDGE SCHOOL PO BOX 720508 SAN DIEGO CA 92172 204594308 501(C)(3) 125000 K-12 KRAEMER ENDOWMENT FOUNDATION 2119 EAST MADISON AVENUE EL CAJON CA 92019 330573935 501(C)(3) 125000 ECONOMIC DEVELOPMENT MIRAGLO FOUNDATION PO BOX 1270 LA JOLLA CA 92038 452499438 501(C)(3) 120000 RESEARCH RADY CHILDREN'S HOSPITAL & HEALTH CENTER 3020 CHILDRENS WAY SAN DIEGO CA 92123 953545901 501(C)(3) 110320 HOSPITALS UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 540838566 501(C)(3) 100000 COLLEGE/UNIVERSITY SAN DIEGO BOTANIC GARDEN P O BOX 230005 ENCINITAS CA 92023 956120581 501(C)(3) 73135 BOTANIC GARDENS CHURCH OF THE NATIVITY P O BOX 8770 RANCHO SANTA FE CA 92067 273944748 501(C)(3) 70100 WORSHIP EMILIO NARES FOUNDATION PO BOX 86165 SAN DIEGO CA 92138 134229276 501(C)(3) 70000 MEDICAL CARE MINGEI INTERNATIONAL MUSEUM 1439 EL PRADO SAN DIEGO CA 92101 237433357 501(C)(3) 60750 MUSEUM DREAMS FOR CHANGE PO BOX 16327 SAN DIEGO CA 92176 270447059 501(C)(3) 58438 BASIC NEEDS MERCY HOSPITAL FOUNDATION 4077 5TH AVENUE SAN DIEGO CA 92103 942958094 501(C)(3) 52000 HOSPITALS YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501(C)(3) 51250 YOUTH DEVELOPMENT ARMY HISTORICAL FOUNDATION 2425 WILSON BOULEVARD ARLINGTON VA 22201 521367225 501(C)(3) 50000 HISTORIC SOCIETIES FINAL SALUTE INC PO BOX 156 HAYMARKET VA 20168 800660380 501(C)(3) 50000 HOUSING/SHELTER INSTITUTE FOR ADVANCED CATHOLIC STUDIES 835 WEST 34TH STREET URC102 LOS ANGELES CA 90089 251843470 501(C)(3) 50000 RELIGIOUS STUDIES WHEELS IN MOTION FOUNDATION 14950 JOMAX ROAD SURPRISE AZ 85387 264501619 501(C)(3) 50000 YOUTH DEVELOPMENT WEST LAKE HILLS PRESBYTERIAN CHURCH FOUNDATION 7127 BEE CAVE ROAD AUSTIN TX 78746 200031358 501(C)(3) 45000 WORSHIP INTERFAITH COMMUNITY SERVICES 550 W WASHINGTON AVE STE B ESCONDIDO CA 92025 953837714 501(C)(3) 44410 BASIC NEEDS IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 50010 421143702 501(C)(3) 42680 COLLEGE/UNIVERSITY MIRA COSTA COLLEGE FOUNDATION ONE BARNARD DRIVE OCEANSIDE CA 92056 956151938 501(C)(3) 42250 COMMUNITY COLLEGE PACIFIC RIDGE SCHOOL 6269 EL FUERTE CARLSBAD CA 92009 861061606 501(C)(3) 38500 K-12 OUTREACH FOUNDATION OF THE PRESBYTERIAN CHURCH 381 RIVERSIDE DRIVE 110 FRANKLIN TN 37064 581375506 501(C)(3) 37000 EDUCATION NEW HAVEN YOUTH & FAMILY SERVICES P O BOX 1199 VISTA CA 92085 953161628 501(C)(3) 36000 YOUTH DEVELOPMENT NORTH COUNTY LIFELINE 200 MICHIGAN AVENUE VISTA CA 92084 952794253 501(C)(3) 35000 EDUCATION SAN DIEGO SECOND CHANCE PROGRAM 6145 IMPERIAL AVENUE SAN DIEGO CA 92114 330539640 501(C)(3) 35000 ECONOMIC DEVELOPMENT REALITY CHANGERS 3910 UNIVERSITY AVENUE SAN DIEGO CA 92105 263757305 501(C)(3) 33000 YOUTH DEVELOPMENT LA COSTA YOUTH ORGANIZATION 7668 EL CAMINO REAL 104-610 CARLSBAD CA 92009 330214056 501(C)(3) 31000 YOUTH DEVELOPMENT SAN DIEGO GRANTMAKERS 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 330868261 501(C)(3) 30500 COMMUNITY DEVELOPMENT BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY 4305 UNIVERSITY AVENUE 300 SAN DIEGO CA 92105 952151526 501(C)(3) 30000 AFTER SCHOOL PROGRAMS BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTIES 5407 NORTH INTERSTATE 35 SUITE 400 AUSTIN TX 78723 746087356 501(C)(3) 30000 YOUTH DEVELOPMENT CAPITAL AREA FOOD BANK OF TEXAS INC 8201 S CONGRESS AVE AUSTIN TX 78745 742217350 501(C)(3) 30000 FOOD CECILY'S CLOSET 270-F N EL CAMINO REAL 457 ENCINITAS CA 92024 272245113 501(C)(3) 30000 INCLUSION OUTDOOR OUTREACH 5275 MARKET STREET 21 SAN DIEGO CA 92114 330860449 501(C)(3) 30000 YOUTH DEVELOPMENT RANCHO SANTA FE ASSOCIATION PO BOX A RANCHO SANTA FE CA 92067 951132930 501(C)(4) 29662 PHILANTHROPY RANCHO SANTA FE SENIORS INC PO BOX 223 RANCHO SANTA FE CA 92067 956113493 501(C)(3) 27604 AGING SERVICES UNITED WAY OF SAN DIEGO 4699 MURPHY CANYON RD SAN DIEGO CA 92123 952213995 501(C)(3) 27213 COMMUNITY DEVELOPMENT SALVATION ARMY - SIERRA DEL MAR REGION 2320 FIFTH AVENUE SAN DIEGO CA 92101 941156347 501(C)(3) 26770 BASIC NEEDS HORIZON CHRISTIAN FELLOWSHIP P O BOX 9070 RANCHO SANTA FE CA 92067 330736434 501(C)(3) 25500 TRAINING/STUDY MAMA'S KITCHEN 3960 HOME AVENUE SAN DIEGO CA 92105 330434246 501(C)(3) 25430 FOOD BOYS & GIRLS CLUB OF GREATER SAN DIEGO PO BOX 178569 SAN DIEGO CA 92177 951865988 501(C)(3) 25000 YOUTH DEVELOPMENT KIDS CAN FREE THE CHILDREN 282 SAN ANTONIO ROAD MOUNTAIN VIEW CA 94040 161533544 501(C)(3) 25000 ECONOMIC DEVELOPMENT MONARCH SCHOOL PROJECT 1625 NEWTON AVENUE SAN DIEGO CA 92113 330871354 501(C)(3) 25000 K-12 MT SOLEDAD VETERAN'S MEMORIAL ASSOCIATION 6437 CAMINITO BLYTHEFIELD LA JOLLA CA 92037 952373533 501(C)(3) 25000 MILITARY NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 501(C)(3) 25000 COLLEGE/UNIVERSITY SAN DIEGO SOCIAL VENTURE PARTNERS 6960 FLANDERS DRIVE SAN DIEGO CA 92121 264671099 501(C)(3) 25000 ECONOMIC DEVELOPMENT FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 8366 HUNTINGTON BEACH CA 92615 440610626 501(C)(3) 23000 YOUTH DEVELOPMENT GLAD TIDINGS INDIA 53 HARRISTOWN ROAD PARADISE PA 17562 550865401 501(C)(3) 22900 RELIGIOUS STUDIES BOYS & GIRLS CLUBS OF SAN DIEGUITO FOUNDATION P O BOX 871 SOLANA BEACH CA 92075 953201906 501(C)(3) 20900 AFTER SCHOOL PROGRAMS ME TO WE FOUNDATION 6500 MAIN STREET SUITE 5 WILLIAMSVILLE NY 14221 273338929 501(C)(3) 20000 YOUTH DEVELOPMENT MONTGOMERY UNITED METHODIST CHURCH PO BOX 1330 MONTGOMERY TX 77356 741809502 501(C)(3) 20000 WORSHIP PLEASANTS COUNTY LIBRARY 101 LAFAYETTE STREET ST MARYS WV 26170 550596254 501(C)(3) 18443 LIBRARIES JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 530245017 501(C)(3) 17024 THEATRE RANCHO SANTA FE LIBRARY GUILD PO BOX 348 RANCHO SANTA FE CA 92067 956091588 501(C)(3) 16880 LIBRARIES HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 042103580 501(C)(3) 16000 COLLEGE/UNIVERSITY CHALLENGED ATHLETES FOUNDATION 9591 WAPLES STREET SAN DIEGO CA 92121 330739596 501(C)(3) 15320 INCLUSION CASA DE AMISTAD 120 STEVENS AVENUE SOLANA BEACH CA 92075 260016331 501(C)(3) 15000 YOUTH DEVELOPMENT FOOD FORWARD 7412 FULTON AVENUE 3 NORTH HOLLYWOOD CA 91605 900678872 501(C)(3) 15000 FOOD LA JOLLA ROTARY FOUNDATION 7755 FAY AVENUE SUITE D LA JOLLA CA 92037 956111636 501(C)(3) 15000 PHILANTHROPY SAN DIEGO CALVARY KOREAN CHURCH 6970 LINDA VISTA ROAD SAN DIEGO CA 92111 330333698 501(C)(3) 15000 WORSHIP SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 237287150 501(C)(3) 15000 THEATRE SUMMERBRIDGE SAN DIEGO INC 9974 SCRIPPS RANCH BLVD SAN DIEGO CA 92131 330695093 501(C)(3) 15000 AFTER SCHOOL PROGRAMS UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 15000 COLLEGE/UNIVERSITY UNIVERSITY OF MASSACHUSETTS MEMORIAL FOUNDATION 333 SOUTH STREET 4TH FLOOR SHREWSBURY MA 01545 043108190 501(C)(3) 15000 COLLEGE/UNIVERSITY VETERANS ASSOCIATION OF NORTH COUNTY P O BOX 3046 OCEANSIDE CA 92051 205862344 501(C)(3) 15000 ECONOMIC DEVELOPMENT VONS 262 N EL CAMINO REAL ENCINITAS CA 92024 14268 DISASTER RELIEF CALIFORNIA STATE UNIVERSITY - SAN MARCOS 333 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 800390564 501(C)(3) 13882 COLLEGE/UNIVERSITY VOICES FOR CHILDREN 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 13500 LEGAL LUX ART INSTITUTE 1550 SOUTH EL CAMINO REAL ENCINITAS CA 92024 330802336 501(C)(3) 13000 VISUAL ARTS TERI INC 251 AIRPORT ROAD OCEANSIDE CA 92058 953532129 501(C)(3) 13000 INCLUSION KIDS' TURN SAN DIEGO 4909 MURPHY CANYON ROAD SAN DIEGO CA 92127 330724932 501(C)(3) 12500 YOUTH DEVELOPMENT OMO CHILD FOUNDATION PO BOX 231697 ENCINITAS CA 92023 275098874 501(C)(3) 12000 BASIC NEEDS CAMP PENDLETON ARMED SERVICES YMCA BOX 555028 BLDG 16144 CAMP PENDLETON CA 92055 363274346 501(C)(3) 11500 YOUTH DEVELOPMENT VETERANS VILLAGE OF SAN DIEGO 4141 PACIFIC HIGHWAY SAN DIEGO CA 92110 953649525 501(C)(3) 11450 HOUSING/SHELTER FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY PO BOX 657 CARDIFF BY THE SEA CA 92007 330311593 501(C)(3) 11447 LIBRARIES CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 501(C)(3) 11000 COLLEGE/UNIVERSITY SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVENUE SAN DIEGO CA 92121 204374795 501(C)(3) 11000 FOOD URBAN LIFE MINISTRIES INC 5202 ORANGE AVENUE SAN DIEGO CA 92115 272778158 501(C)(3) 11000 YOUTH DEVELOPMENT WORLD VISION P O BOX 9716 DEPT W FEDERAL WAY WA 98063 951922279 501(C)(3) 11000 BASIC NEEDS RANCHO SANTA FE HISTORICAL SOCIETY PO BOX 1 RANCHO SANTA FE CA 92067 330088236 501(C)(3) 10785 HISTORIC PROJECTS INTERNATIONAL BIPOLAR FOUNDATION 8895 TOWNE CENTRE DRIVE SAN DIEGO CA 92122 263889828 501(C)(3) 10500 MENTAL HEALTH UNIVERSITY OF SAN DIEGO-SCHOOL OF LEADERSHIP & EDUCATION SCIENCES 5998 ALCALA PARK STE 205 SAN DIEGO CA 92110 952544535 501(C)(3) 10455 COLLEGE/UNIVERSITY BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL 1207 UPAS STREET SAN DIEGO CA 92103 951643983 501(C)(3) 10000 YOUTH DEVELOPMENT COMMUNITY RESOURCE CENTER 169 SAXONY ROAD 104 ENCINITAS CA 92024 953497926 501(C)(3) 10000 HOUSING/SHELTER DREAM WEAVERS 14325 HIGH PINE STREET POWAY CA 92064 200296751 501(C)(3) 10000 YOUTH DEVELOPMENT EDIFY 10590 W OCEAN AIR DR SUITE 300 SAN DIEGO CA 92130 270892545 501(C)(3) 10000 ECONOMIC DEVELOPMENT FRIENDS OF THE POOR 7660 FAY AVE STE H 362 LA JOLLA CA 92037 953847842 501(C)(3) 10000 HOUSING/SHELTER GLOBAL JOURNAL PROJECT 2270 CAMINO VIDA ROBLE SUITE K CARLSBAD CA 92011 460551793 501(C)(3) 10000 EDUCATION MADISON FOUNDATION PO BOX 446 MADISON CT 06443 061450717 501(C)(3) 10000 EDUCATION NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 10000 COLLEGE/UNIVERSITY PACIFIC INSTITUTE FOR COMMUNITY ORGANIZATIONS 171 SANTA ROSA AVENUE OAKLAND CA 94610 942206497 501(C)(3) 10000 COMMUNITY DEVELOPMENT OLD GLOBE THEATRE P O BOX 122171 SAN DIEGO CA 92112 951543396 501(C)(3) 9250 THEATRE JUST IN TIME FOR FOSTER YOUTH P O BOX 81292 SAN DIEGO CA 92138 205448416 501(C)(3) 8500 YOUTH DEVELOPMENT ELEMENTARY INSTITUTE OF SCIENCE 608 51ST STREET SAN DIEGO CA 92114 941669545 501(C)(3) 8000 SCIENCE/TECH/ENGINEERING/MATH FACE FOUNDATION 10455 SORRENTO VALLEY RD 208 SAN DIEGO CA 92121 205333261 501(C)(3) 8000 ANIMAL HEALTH HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 237228287 501(C)(3) 8000 ANIMAL HEALTH KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 501(C)(3) 7500 COLLEGE/UNIVERSITY LIBERTY INSTITUTE 2001 W PLANO PARKWAY 1600 PLANO TX 75075 751403169 501(C)(3) 7500 RELIGIOUS FREEDOM WREATHS ACROSS AMERICA PO BOX 249 COLUMBIA FALLS ME 04623 208362270 501(C)(3) 7419 MILITARY FIRST CHURCH OF CHRIST SCIENTIST PO BOX 422 RANCHO SANTA FE CA 92067 952322997 501(C)(3) 7304 RELIGIOUS STUDIES UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUL HALL 1960 BERKELEY CA 94720 946002123 501(C)(3) 7300 COLLEGE/UNIVERSITY AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 PO BOX 22212 SAN DIEGO CA 92192 330782521 501(C)(3) 7000 MEDICAL CARE YOUNG LIFE - INNER CITY SAN DIEGO 4193 UNIVERSITY AVENUE 5906 SAN DIEGO CA 92105 840385934 501(C)(3) 7000 AFTER SCHOOL PROGRAMS RESPONSIBILITY PO BOX 433199 SAN YSIDRO CA 92143 330437290 501(C)(3) 6400 ECONOMIC DEVELOPMENT MUSCULAR DYSTROPHY ASSOCIATION 4800 SW MACADAM AVE 205 PORTLAND OR 97239 131665552 501(C)(3) 6180 RESEARCH MIRACLE BABIES 8745 AERO DRIVE SUITE 111 SAN DIEGO CA 92123 711001702 501(C)(3) 6000 MEDICAL CARE PRESBYTERIAN CHURCH OF THE BIG WOOD P O BOX 660 KETCHUM ID 83340 820374595 501(C)(3) 6000 WORSHIP SAN DIEGO FIRE RESCUE FOUNDATION PO BOX 235837 ENCINITAS CA 92023 203461105 501(C)(3) 6000 DISASTER RELIEF ASIAN ACCESS PO BOX 3307 CERRITOS CA 90703 956120630 501(C)(3) 5645 TRAINING/STUDY ABILITIES UNITED 525 E CHARLESTON RD PALO ALTO CA 94306 941546643 501(C)(3) 5000 INCLUSION BOYS & GIRLS CLUBS OF SAN DIEGUITO 533 LOMAS SANTA FE DRIVE SOLANA BEACH CA 92075 952470435 501(C)(3) 5000 AFTER SCHOOL PROGRAMS CHOC CHILDRENS FOUNDATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 956097416 501(C)(3) 5000 HOSPITALS COASTAL COMMUNITY FOUNDATION PO BOX 230415 ENCINITAS CA 92023 330216692 501(C)(3) 5000 PHILANTHROPY FRATERNITY HOUSE INC 20702 ELFIN FOREST ROAD ESCONDIDO CA 92029 330306861 501(C)(3) 5000 HOUSING/SHELTER HORSES OF TIR NA NOG PO BOX 19131 SAN DIEGO CA 92159 203681634 501(C)(3) 5000 ANIMAL HEALTH INTERFAITH SHELTER NETWORK OF SAN DIEGO COUNTY 3530 CAMINO DEL RIO N 301 SAN DIEGO CA 92108 952630300 501(C)(3) 5000 HOUSING/SHELTER KAPLAN COLLEGE - SAN DIEGO 9055 BALBOA AVENUE SAN DIEGO CA 92123 5000 COMMUNITY COLLEGE LOYOLA MARYMOUNT UNIVERSITY 1 LMU DRIVE SUITE 1880 LOS ANGELES CA 90045 951643334 501(C)(3) 5000 COLLEGE/UNIVERSITY NAVY SEAL FOUNDATION 1619 D STREET BLDG 5326 VIRGINIA BEACH VA 23459 311728910 501(C)(3) 5000 MILITARY NEW YORK FOUNDATION FOR THE ARTS 20 JAY STREET 7TH FLOOR BROOKLYN NY 11201 237129564 501(C)(3) 5000 VISUAL ARTS NORTH COAST PRESBYTERIAN CHURCH 1831 S EL CAMINO REAL ENCINITAS CA 92024 581638487 501(C)(3) 5000 WORSHIP R4 ALLIANCE PO BOX 836 VIENNA VA 22183 461777306 501(C)(3) 5000 INCLUSION RANCHO COASTAL HUMANE SOCIETY 389 REQUEZA STREET ENCINITAS CA 92024 952151583 501(C)(3) 5000 ANIMAL HEALTH TIJUANA CHRISTIAN MISSION PO BOX 437930 SAN YSIDRO CA 92143 510191579 501(C)(3) 5000 BASIC NEEDS UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL IRVINE CA 92697 952226406 501(C)(3) 5000 COLLEGE/UNIVERSITY UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE DEPT 0026 LA JOLLA CA 92093 956006144 501(C)(3) 5000 COLLEGE/UNIVERSITY VOICE OF SAN DIEGO 2508 HISTORIC DECATUR RD SUITE 120 SAN DIEGO CA 92106 201585919 501(C)(3) 5000 PUBLIC POLICY 132 3 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 30 2078275 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 B, LINE 11 ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE 990 VIA EMAIL AND MUST CONFIRM THAT THEY HAVE RECEIVED AND REVIEWED IT PRIOR TO IT'S FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT-OF-INTEREST AGREEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE, BASED UPON THE ADVICE OF 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 AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACTUARIAL VALUE OF SPLIT INTEREST AGREEMENTS -95,124. 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 REAL ESTATE CA 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0