RANCHO SANTA FE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RANCHO SANTA FE FOUNDATION (EIN 95-3709639)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201402199349301565
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-07T15:10:44-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10616 SCRIPPS SUMMIT COURT STE 100 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA P WILSON | PersonNm |
| Person Title | EXEC DIR | PersonTitleTxt |
| Phone | 8587566557 | PhoneNum |
| Signature | 2014-07-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,948,481 | 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 | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,694,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,303,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $995,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,197,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $113,868 | PYOtherRevenueAmt |
| CY Other Revenue | $124,955 | CYOtherRevenueAmt |
| PY Total Revenue | $15,803,651 | PYTotalRevenueAmt |
| CY Total Revenue | $18,626,300 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,143,240 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,507,838 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $315,505 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $396,620 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $153,368 | PYOtherExpensesAmt |
| CY Other Expenses | $257,948 | CYOtherExpensesAmt |
| PY Total Expenses | $2,612,113 | PYTotalExpensesAmt |
| CY Total Expenses | $4,162,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,191,538 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,463,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,385,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,134,293 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,556,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,417,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,828,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,716,391 | 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 | $320,000 | ExpenseAmt |
| Grant | $320,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ADVISORY COMMITTEE OF AN ENDOWED FUND GRANTED $320,000 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. THE FUNDING, OVER THREE YEARS WILL ALSO SUPPORT A NAMED FELLOWSHIP IN HEALTH CARE COMMUNICATION AND A NAMED ENDOWED LECTURESHIP IN HEALTH COMMUNICATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $250,000 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. THE WOMEN'S FUND MADE 6 GRANTS IN 2013 TOTALING $250,000. GRANTS RANGED IN SIZE FROM $25,000 - $50,000 AND FOCUSED ON NONPROFITS WORKING IN AREAS OF EDUCATION, ECONOMIC DEVELOPMENT AND SOCIAL SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $111,000 | ExpenseAmt |
| Grant | $111,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE PATRIOTS INITIATIVE, FORMERLY KNOWN AS THE ARMED FORCES INTEREST GROUP (AFIG), 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 THEIR DEPENDENTS BENEFITED FROM GRANTS RANGING FROM $500 TO $15,000 TO 11 DIFFERENT ORGANIZATIONS FOR A TOTAL OF $111,000 IN 2013. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,963,467 | ExpenseAmt |
| Grant | $2,826,838 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 | $2,963,467 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,826,838 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,644,467 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587566557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | |
| JAMES CIMINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICH COLLATO | ||||||
| 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 | |
| DOUGLAS FORSYTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCI FREE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH GREENWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HOLMLUND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CANDACE HUMBER | ||||||
| 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 | |
| JOHN MAJOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON MCMAHON | ||||||
| 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 | |
| RICHARD SAPP | ||||||
| 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 | |
| ROBERT VANOSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA WALKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP WHITE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTE WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GIGI FENLEY | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NEIL HOKANSON | ||||||
| CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM RUH | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTINA WILSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $115,402 | $0 | $16,623 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,402 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,623 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,303,498 | AllOtherContributionsAmt |
| Noncash Contributions | $7,942,556 | NoncashContributionsAmt |
| Total Contributions | $16,303,498 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,170,108 | TotalRevenueColumnAmt |
| Exclusion | $1,170,108 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,349,920 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,322,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,027,739 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,027,739 | TotalRevenueColumnAmt |
| Exclusion | $1,027,739 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE REVENUE | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $124,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,955 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,955 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,626,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,955 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,197,847 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,506,338 | TotalAmt |
| Program Services | $3,506,338 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,751 | TotalAmt |
| Program Services | $11,575 | ProgramServicesAmt |
| Management And General | $23,150 | ManagementAndGeneralAmt |
| Fundraising | $81,026 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,619 | TotalAmt |
| Program Services | $65,738 | ProgramServicesAmt |
| Management And General | $140,111 | ManagementAndGeneralAmt |
| Fundraising | $3,770 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,366 | TotalAmt |
| Program Services | $2,701 | ProgramServicesAmt |
| Management And General | $5,703 | ManagementAndGeneralAmt |
| Fundraising | $2,962 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,027 | TotalAmt |
| Program Services | $8,085 | ProgramServicesAmt |
| Management And General | $17,075 | ManagementAndGeneralAmt |
| Fundraising | $8,867 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,857 | TotalAmt |
| Program Services | $6,144 | ProgramServicesAmt |
| Management And General | $12,974 | ManagementAndGeneralAmt |
| Fundraising | $6,739 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,004 | TotalAmt |
| Management And General | $40,004 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,213 | TotalAmt |
| Program Services | $1,441 | ProgramServicesAmt |
| Management And General | $35,192 | ManagementAndGeneralAmt |
| Fundraising | $1,580 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,543 | TotalAmt |
| Fundraising | $30,543 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,214 | TotalAmt |
| Program Services | $6,198 | ProgramServicesAmt |
| Management And General | $4,508 | ManagementAndGeneralAmt |
| Fundraising | $4,508 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,158 | TotalAmt |
| Program Services | $9,687 | ProgramServicesAmt |
| Management And General | $14,754 | ManagementAndGeneralAmt |
| Fundraising | $2,717 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,514 | TotalAmt |
| Program Services | $4,838 | ProgramServicesAmt |
| Management And General | $4,838 | ManagementAndGeneralAmt |
| Fundraising | $4,838 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,948 | TotalAmt |
| Management And General | $6,948 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,536 | TotalAmt |
| Program Services | $3,207 | ProgramServicesAmt |
| Management And General | $7,329 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943 | TotalAmt |
| Program Services | $314 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $314 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,071 | TotalAmt |
| Management And General | $3,071 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,873 | TotalAmt |
| Program Services | $548 | ProgramServicesAmt |
| Management And General | $7,724 | ManagementAndGeneralAmt |
| Fundraising | $601 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DONOR DEVELOPMENT | $11,064 | $11,064 | ||
| TELEPHONE | $11,044 | $3,681 | $3,681 | $3,682 |
| PRINTING/REPRODUCTION | $9,508 | $1,007 | $7,493 | $1,008 |
| PROFESSIONAL DEVELOPMEN | $8,342 | $8,342 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,773 | TotalAmt |
| Program Services | $4,779 | ProgramServicesAmt |
| Management And General | $13,051 | ManagementAndGeneralAmt |
| Fundraising | $2,943 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,162,406 | TotalAmt |
| Program Services | $3,644,467 | ProgramServicesAmt |
| Management And General | $349,779 | ManagementAndGeneralAmt |
| Fundraising | $168,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,870 | BOYAmt |
| EOY | $621,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,000 | BOYAmt |
| EOY | $106,020 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,646 | BOYAmt |
| EOY | $5,953,964 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,111 | BOYAmt |
| EOY | $17,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,424 | BOYAmt |
| EOY | $33,553 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,420,967 | BOYAmt |
| EOY | $58,996,335 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,540,294 | BOYAmt |
| EOY | $16,405,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,385,312 | BOYAmt |
| EOY | $82,134,293 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,247 | BOYAmt |
| EOY | $16,361 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,540,294 | BOYAmt |
| EOY | $16,401,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,556,541 | BOYAmt |
| EOY | $16,417,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,440,779 | BOYAmt |
| EOY | $29,465,276 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,149,885 | BOYAmt |
| EOY | $6,091,566 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,238,107 | BOYAmt |
| EOY | $30,159,549 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,828,771 | BOYAmt |
| EOY | $65,716,391 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,385,312 | BOYAmt |
| EOY | $82,134,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,463,894 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,504,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$80,787 | 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 | $3,463,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,049,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,740,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,694,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,303,498 | CurrentTaxYearAmt |
| Total | $54,252,995 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,463,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,049,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,740,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,694,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,303,498 | CurrentTaxYearAmt |
| Total | $54,252,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,402,215 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,850,780 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $346,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $843,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,170,108 | CurrentTaxYearAmt |
| Total | $3,027,901 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,955 | CurrentTaxYearAmt |
| Total | $478,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,759,552 | TotalSupportAmt |
| Public Support CY170 | 0.32640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31350 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | RANCHO SANTA FE FOUNDATION MEETS THE THE 10% FACTS AND CIRCUMSTANCES TEST BECAUSE ITS PUBLIC SUPPORT IS 32.64%, WHICH IS WELL IN EXCESS OF THE 10% FACTS AND CIRCUMSTANCES TEST, BUT JUST UNDER THE 33 1/3% TO QUALIFY UNDER THE PUBLIC SUPPORT TEST OF THE IRC SECTION 170(B)(1)(A)(VI). THE FOUNDATION HAS A SOLICITATION PLAN FOR ATTRACTING PUBLIC SUPPORT AND A BROAD, REPRESENTATIVE GOVERNING BODY; AND IT RECEIVES A LARGE PERCENTAGE OF ITS SUPPORT FROM THE GENERAL PUBLIC. | FactsAndCircumstancesTestTxt |
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 | 99 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,142,605 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,789,452 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $28,431,712 | 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 |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | 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 | $22,438,964 | BeginningYearBalanceAmt |
| Contributions | $10,539,492 | ContributionsAmt |
| Investment Earnings Or Losses | $3,930,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,041,299 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $157,459 | AdministrativeExpensesAmt |
| End Year Balance | $34,710,182 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,677,077 | BeginningYearBalanceAmt |
| Contributions | $10,923,662 | ContributionsAmt |
| Investment Earnings Or Losses | -$152,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $328,852 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $81,544 | AdministrativeExpensesAmt |
| End Year Balance | $20,038,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,734,123 | BeginningYearBalanceAmt |
| Contributions | $2,319,565 | ContributionsAmt |
| Investment Earnings Or Losses | $989,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $299,515 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,497 | AdministrativeExpensesAmt |
| End Year Balance | $9,677,077 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,145,495 | BeginningYearBalanceAmt |
| Contributions | $577,981 | ContributionsAmt |
| Investment Earnings Or Losses | $1,177,427 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $119,100 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $47,680 | AdministrativeExpensesAmt |
| End Year Balance | $6,734,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10730 | 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 | $7,663 | OtherCostOrOtherBasisAmt |
| Book Value | $7,663 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,268 | DepreciationAmt |
| Book Value | $17,447 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,202 | DepreciationAmt |
| Book Value | $8,443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,553 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS HELD FOR OTHERS | $16,401,541 |
| OTHER ASSETS | $4,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,405,641 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $24,112,941 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,504,512 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $62,916 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $169,213 | OtherRevenueAmt |
| Revenue Not Reported | $5,736,641 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,376,300 | RevenueSubtotalAmt |
| Other Revenues Not Included | $250,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $250,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,626,300 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,225,321 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $62,916 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $62,916 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,162,405 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,162,406 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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 16,401,541 AT DECEMBER 31, 2013. |
| 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 169,213. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ESTIMATED EXPENSES OF CONTRIBUTION RECEIVABLE - UNREALIZED 250,000. EXPENSE FOR POTENTIAL SELLING COMMISSIONS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (111 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | 356018940 | 501(C)(3) | $320,000 | IU SCHOOL OF NURSING - END OF LIFE COMMUNICATION |
| OLD GLOBE THEATRE | |||||||
| P O BOX 122171 | SAN DIEGO | CA | 92112 | 951543396 | 501(C)(3) | $252,750 | GENERAL SUPPORT |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | 951684089 | 501(C)(3) | $226,700 | MEDICAL RESEARCH & DEPARTMENTAL EXPANSION |
| MAINLY MOZART | |||||||
| 444 W BEECH STREET 220 | SAN DIEGO | CA | 92101 | 330320305 | 501(C)(3) | $143,940 | MARKETING & GENERAL SUPPORT |
| CAPITAL AREA FOOD BANK OF TEXAS INC | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | 742217350 | 501(C)(3) | $110,000 | GENERAL SUPPORT |
| INTEGRA CENTER | |||||||
| PO BOX 22498 | SAN DIEGO | CA | 92192 | 453837670 | 501(C)(3) | $106,500 | GENERAL SUPPORT |
| KRAEMER ENDOWMENT FOUNDATION | |||||||
| 2119 EAST MADISON AVENUE | EL CAJON | CA | 92019 | 330573935 | 501(C)(3) | $105,000 | ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES |
| CHILDREN'S DENTAL HEALTH ASSOCIATION OF SAN DIEGO | |||||||
| 1270 24TH STREET | SAN DIEGO | CA | 92102 | 952545484 | 501(C)(3) | $100,000 | ORTHODONTIC CARE FOR LOW INCOME CHILDREN |
| LUX ART INSTITUTE | |||||||
| 1550 SOUTH EL CAMINO REAL | ENCINITAS | CA | 92024 | 330802336 | 501(C)(3) | $100,000 | CAPITAL CAMPAIGN FOR EDUCATION PAVILION |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | 952544535 | 501(C)(3) | $100,000 | SCHOLARSHIP SUPPORT |
| VILLAGE COMMUNITY PRESBYTERIAN CHURCH | |||||||
| PO BOX 704 | RANCHO SANTA FE | CA | 92067 | 956006164 | 501(C)(3) | $72,700 | GENERAL SUPPORT |
| VISTA COMMUNITY CLINIC | |||||||
| 1000 VALE TERRACE | VISTA | CA | 92084 | 952815615 | 501(C)(3) | $70,000 | OUTREACH & PREVENTION PROGRAMS |
| FREEDOM OF CONSCIENCE DEFENSE FUND | |||||||
| PO BOX 9520 | RANCHO SANTA FE | CA | 92067 | 300741605 | 501(C)(3) | $51,000 | GENERAL SUPPORT |
| EMILIO NARES FOUNDATION | |||||||
| PO BOX 86165 | SAN DIEGO | CA | 92138 | 134229276 | 501(C)(3) | $50,100 | GENERAL OPERATING SUPPORT |
| CANCER ANGELS OF SAN DIEGO | |||||||
| 1915 ASTON AVENUE | CARLSBAD | CA | 92008 | 261099989 | 501(C)(3) | $50,000 | STAGE IV PATIENT FINANCIAL ASSISTANCE |
| DIABETES RESEARCH CONNECTION | |||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | 900815395 | 501(C)(3) | $50,000 | DIABETES RESEARCH |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | 237310293 | 501(C)(3) | $50,000 | SCHOLARSHIP FUNDS |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | 953786047 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT |
| SAN DIEGO COUNTY MEDICAL SOCIETY FOUNDATION | |||||||
| 5575 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 952568714 | 501(C)(3) | $45,000 | PROJECT "ACCESS SAN DIEGO" |
| SCRIPPS HEALTH FOUNDATION | |||||||
| 354 SANTA FE DRIVE ENC63 | ENCINITAS | CA | 92024 | 951684089 | 501(C)(3) | $45,000 | CAPITAL CAMPAIGN |
| BOYS & GIRLS CLUBS OF SAN DIEGUITO | |||||||
| 533 LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 952470435 | 501(C)(3) | $41,250 | PROGRAM, SCHOLARSHIP & GENERAL SUPPORT |
| SAN ELIJO LAGOON CONSERVANCY | |||||||
| PO BOX 230634 | ENCINITAS | CA | 92023 | 330358660 | 501(C)(3) | $37,250 | LAND PURCHASE & GENERAL SUPPORT |
| RANCHO SANTA FE ASSOCIATION | |||||||
| PO BOX A | RANCHO SANTA FE | CA | 92067 | 951132930 | 501(C)(4) | $33,546 | TREE TRIMMING, BANQUET SERVICES & GENERAL SUPPORT |
| PACIFIC RIDGE SCHOOL | |||||||
| 6269 EL FUERTE | CARLSBAD | CA | 92009 | 861061606 | 501(C)(3) | $31,000 | GENERAL SUPPORT |
| MONARCH SCHOOL PROJECT | |||||||
| 808 WEST CEDAR STREET | SAN DIEGO | CA | 92101 | 330871354 | 501(C)(3) | $30,500 | GENERAL SUPPORT |
| THE ANGEL'S DEPOT | |||||||
| 1497 POINSETTIA AVE STE 158 | VISTA | CA | 92081 | 202723243 | 501(C)(3) | $30,000 | SERVING OUR SENIORS CAMPAIGN |
| RANCHO SANTA FE SENIORS INC | |||||||
| PO BOX 223 | RANCHO SANTA FE | CA | 92067 | 956113493 | 501(C)(3) | $28,909 | GENERAL SUPPORT |
| GLAD TIDINGS INDIA | |||||||
| 53 HARRISTOWN ROAD | PARADISE | PA | 17562 | 550865401 | 501(C)(3) | $27,600 | ENGLISH MEDIUM SCHOOL - PHASE I |
| MINGEI INTERNATIONAL MUSEUM | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | 237433357 | 501(C)(3) | $26,250 | GENERAL SUPPORT |
| WORLDREADERORG | |||||||
| 2030 1ST AVENUE SUITE 300 | SEATTLE | WA | 98121 | 272092468 | 501(C)(3) | $25,500 | GENERAL SUPPORT |
| GIRL SCOUTS SAN DIEGO-IMPERIAL COUNCIL | |||||||
| 1231 UPAS STREET | SAN DIEGO | CA | 92103 | 951644585 | 501(C)(3) | $25,000 | OUTREACH PROGRAM & BALBOA CAMPUS EXPANSION |
| MIRA COSTA COLLEGE FOUNDATION | |||||||
| ONE BARNARD DRIVE | OCEANSIDE | CA | 92056 | 956151938 | 501(C)(3) | $22,000 | SCHOLARSHIPS & GENERAL SUPPORT |
| RADY CHILDREN'S HOSPITAL & HEALTH CENTER | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | 953545901 | 501(C)(3) | $21,300 | GENERAL SUPPORT |
| GLOBAL JOURNAL PROJECT | |||||||
| 2270 CAMINO VIDA ROBLE SUITE K | CARLSBAD | CA | 92011 | 460551793 | 501(C)(3) | $20,500 | GENERAL SUPPORT |
| MAMA'S KITCHEN | |||||||
| 3960 HOME AVENUE | SAN DIEGO | CA | 92105 | 330434246 | 501(C)(3) | $20,400 | GENERAL SUPPORT |
| BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTIES | |||||||
| 5407 NORTH INTERSTATE 35 SUITE 400 | AUSTIN | TX | 78723 | 746087356 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY | |||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | 330328688 | 501(C)(3) | $20,000 | RESEARCH SUPPORT |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $20,000 | SUPPORT FOR MEN'S CREW |
| SAN DIEGO RESCUE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | 951874073 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| THE SALVATION ARMY - AUSTIN METROPOLITAN AREA | |||||||
| PO BOX 1000 | AUSTIN | TX | 78767 | 580660607 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| WEST LAKE HILLS PRESBYTERIAN CHURCH FOUNDATION | |||||||
| 7127 BEE CAVE ROAD | AUSTIN | TX | 78746 | 200031358 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| PLEASANTS COUNTY LIBRARY | |||||||
| 101 LAFAYETTE STREET | ST MARYS | WV | 26170 | 550596254 | 501(C)(3) | $18,479 | GENERAL SUPPORT |
| CALIFORNIA STATE UNIVERSITY - SAN MARCOS | |||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92096 | 800390564 | 501(C)(3) | $17,380 | SCHOLARSHIP & GENERAL SUPPORT |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| PO BOX 910769 | SAN DIEGO | CA | 92191 | 330739596 | 501(C)(3) | $17,300 | GENERAL SUPPORT |
| WORKSHOPS FOR WARRIORS | |||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | 261721255 | 501(C)(3) | $16,500 | GENERAL SUPPORT |
| RANCHO SANTA FE LIBRARY GUILD | |||||||
| PO BOX 348 | RANCHO SANTA FE | CA | 92067 | 956091588 | 501(C)(3) | $15,282 | GENERAL SUPPORT |
| DREAM WEAVERS | |||||||
| 14325 HIGH PINE STREET | POWAY | CA | 92064 | 200296751 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 8366 | HUNTINGTON BEACH | CA | 92615 | 440610626 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| INFO LINE OF SAN DIEGO COUNTY | |||||||
| PO BOX 420039 | SAN DIEGO | CA | 92142 | 331029843 | 501(C)(3) | $15,000 | MILITARY & VETERANS PROGRAM |
| LA JOLLA ROTARY FOUNDATION | |||||||
| 7755 FAY AVENUE SUITE D | LA JOLLA | CA | 92037 | 956111636 | 501(C)(3) | $15,000 | STARS IN OUR EYES PROGRAM |
| RANCHO SANTA FE SCHOOL | |||||||
| PO BOX 809 | RANCHO SANTA FE | CA | 92067 | 956002507 | GOVT AGNCY | $15,000 | GENERAL SUPPORT |
| SAN DIEGO ARMED SERVICES YMCA | |||||||
| 3293 SANTO ROAD | SAN DIEGO | CA | 92124 | 951679700 | 501(C)(3) | $15,000 | IN-HOME CLINICAL COUNSELING PROGRAM |
| SAN DIEGO CALVARY KOREAN CHURCH | |||||||
| 6970 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | 330333698 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| SUMMERBRIDGE SAN DIEGO INC | |||||||
| 10272 SAUNDERS DRIVE | SAN DIEGO | CA | 92131 | 330695093 | 501(C)(3) | $15,000 | EDUCATION OF INNER-CITY YOUTH IN SAN DIEGO |
| VETERANS ASSOCIATION OF NORTH COUNTY (VANC) | |||||||
| P O BOX 3046 | OCEANSIDE | CA | 92051 | 205862344 | 501(C)(3) | $15,000 | CAREER TRANSITIONS ASSISTANCE PROGRAM |
| ELEMENTARY INSTITUTE OF SCIENCE | |||||||
| 608 51ST STREET | SAN DIEGO | CA | 92114 | 941669545 | 501(C)(3) | $14,500 | STUDENT SCHOLARSHIPS |
| SAN DIEGO BOTANIC GARDEN | |||||||
| P O BOX 230005 | ENCINITAS | CA | 92023 | 956120581 | 501(C)(3) | $14,500 | GENERAL SUPPORT |
| VISION OF CHILDREN FOUNDATION | |||||||
| 11975 EL CAMINO REAL | SAN DIEGO | CA | 92130 | 954271785 | 501(C)(3) | $12,800 | GENERAL SUPPORT |
| SAN DIEGUITO RIVER VALLEY CONSERVANCY | |||||||
| 3030 BUNKER HILL STREET 309-1 | SAN DIEGO | CA | 92109 | 330191772 | 501(C)(3) | $11,000 | GENERAL SUPPORT |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | 202370934 | 501(C)(3) | $11,000 | GENERAL SUPPORT |
| CAMP PENDLETON ARMED SERVICES YMCA | |||||||
| BOX 555028 BLDG 16144 | CAMP PENDLETON | CA | 92055 | 363274346 | 501(C)(3) | $10,300 | TEMPORARY EMERGENCY ASSISTANCE PROGRAM |
| BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL | |||||||
| 1207 UPAS STREET | SAN DIEGO | CA | 92103 | 951643983 | 501(C)(3) | $10,000 | MIDDLE SCHOOL EXPLORER CLUB |
| FACE FOUNDATION | |||||||
| 10455 SORRENTO VALLEY RD 208 | SAN DIEGO | CA | 92121 | 205333261 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| FRIENDS OF THE POOR | |||||||
| 7660 FAY AVE STE H 362 | LA JOLLA | CA | 92037 | 953847842 | 501(C)(3) | $10,000 | COMFORT CUBS PROGRAM |
| ORANGE COUNTY UNITED WAY | |||||||
| 18012 MITCHELL AVENUE | IRVINE | CA | 92614 | 330047994 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | |||||||
| 820 E STREET | SAN DIEGO | CA | 92101 | 330959608 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| TERI INC | |||||||
| 251 AIRPORT ROAD | OCEANSIDE | CA | 92058 | 953532129 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | 376006007 | 501(C)(3) | $10,000 | SCHOLARSHIP SUPPORT |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $10,000 | HAJIM SCHOOL OF ENGINEERING & APPLIED SCIENCES - ANNUAL FUND |
| VISION SAN DIEGO | |||||||
| 4608 GARDENA AVENUE | SAN DIEGO | CA | 92110 | 271560315 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| UNIVERSITY OF SAN DIEGO-SCHOOL OF LEADERSHIP & EDUCATION SCIENCES | |||||||
| 5998 ALCALA PARK STE 205 | SAN DIEGO | CA | 92110 | 952544535 | 501(C)(3) | $9,500 | NORTH COUNTY SENIORS CONNECTIONS PROGRAM - PHASE I RESEARCH |
| OMO CHILD FOUNDATION | |||||||
| PO BOX 231697 | ENCINITAS | CA | 92023 | 275098874 | 501(C)(3) | $9,000 | GENERAL SUPPORT |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330868418 | 501(C)(3) | $8,900 | SUPPORT FOR CORPORATE GOVERNANCE INSTITUTE & SCHOLARSHIPS |
| YMCA OF SAN DIEGO COUNTY | |||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | 952039198 | 501(C)(3) | $8,400 | FACILITY CONSTRUCTION & GENERAL SUPPORT |
| CHURCH OF THE NATIVITY | |||||||
| P O BOX 8770 | RANCHO SANTA FE | CA | 92067 | 273944748 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 2196 | VISTA | CA | 92085 | 440610626 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 50010 | 600026901 | 501(C)(3) | $8,000 | SCHOLARSHIP SUPPORT |
| BALBOA PARK CONSERVANCY | |||||||
| 1549 EL PRADO SUITE 1 | SAN DIEGO | CA | 92101 | 452072081 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT |
| GIVING BACH INC | |||||||
| PO BOX 9681 | RANCHO SANTA FE | CA | 92067 | 460788709 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| SAN DIEGO SECOND CHANCE PROGRAM | |||||||
| 6145 IMPERIAL AVENUE | SAN DIEGO | CA | 92114 | 330539640 | 501(C)(3) | $7,500 | STRIVE JOB READINESS TRAINING |
| RANCHO SANTA FE EDUCATION FOUNDATION | |||||||
| PO BOX 809 | RANCHO SANTA FE | CA | 92067 | 330787566 | 501(C)(3) | $7,483 | GENERAL SUPPORT |
| LA COSTA YOUTH ORGANIZATION | |||||||
| 7668 EL CAMINO REAL 104-610 | CARLSBAD | CA | 92009 | 330214056 | 501(C)(4) | $7,000 | CHAMPIONS PROGRAM FOR DISABLED CHILDREN |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| PO BOX 422 | RANCHO SANTA FE | CA | 92067 | 952322997 | 501(C)(3) | $6,753 | ANNUAL ENDOWMENT DISTRIBUTION |
| NEW HAVEN YOUTH & FAMILY SERVICES | |||||||
| P O BOX 1199 | VISTA | CA | 92085 | 953161628 | 501(C)(3) | $6,400 | EDUCATION PURPOSES |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 123 NW 36TH ST 100 | SEATTLE | WA | 98107 | 135644916 | 501(C)(3) | $6,250 | EVENT UNDERWRITING |
| PRESBYTERIAN CHURCH OF THE BIG WOOD | |||||||
| P O BOX 660 | KETCHUM | ID | 83340 | 820374595 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| RESPONSIBILITY | |||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | 330437290 | 501(C)(3) | $5,750 | GENERAL SUPPORT |
| ASIAN ACCESS | |||||||
| PO BOX 200 | SAN DIMAS | CA | 91773 | 956120630 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| ABILITIES UNITED | |||||||
| 525 E CHARLESTON RD | PALO ALTO | CA | 94306 | 941546643 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 | |||||||
| PO BOX 22212 | SAN DIEGO | CA | 92192 | 330782521 | 501(C)(3) | $5,000 | REACH OUT & READ PROGRAM |
| AMERICAN HEART ASSOCIATION - AUSTIN | |||||||
| 10900-B STONELAKE BLVD 320 | AUSTIN | TX | 78759 | 135613797 | 501(C)(3) | $5,000 | GO RED FOR WOMEN |
| COASTAL COMMUNITY FOUNDATION | |||||||
| PO BOX 230415 | ENCINITAS | CA | 92023 | 330216692 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| DOSTART CLAPP & COVENEY LLP | |||||||
| 4370 LA JOLLA VILLAGE DRIVE | SAN DIEGO | CA | 92122 | PRIVATE CORP. | $5,000 | WHITE SANDS COOPERATIVE SCHOLARSHIP FUND CREATION | |
| FRATERNITY HOUSE INC | |||||||
| 20702 ELFIN FOREST ROAD | ESCONDIDO | CA | 92029 | 330306861 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY | |||||||
| PO BOX 657 | CARDIFF BY THE SEA | CA | 92007 | 330311593 | 501(C)(3) | $5,000 | ANNUAL ENDOWMENT DISTRIBUTION |
| HARVARD BUSINESS SCHOOL | |||||||
| HBS ALUMNI TEELE HALL | BOSTON | MA | 02163 | 042103580 | 501(C)(3) | $5,000 | 30TH REUNION - DEAN'S FUND |
| INTERFAITH SHELTER NETWORK OF SAN DIEGO COUNTY | |||||||
| 3530 CAMINO DEL RIO N 301 | SAN DIEGO | CA | 92108 | 952630300 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| JUST IN TIME FOR FOSTER YOUTH | |||||||
| P O BOX 81292 | SAN DIEGO | CA | 92138 | 205448416 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| KPBS | |||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| NORTH COAST REPERTORY THEATRE | |||||||
| 987D LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 953819307 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| RANCHO COASTAL HUMANE SOCIETY | |||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | 952151583 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | 946002123 | 501(C)(3) | $5,000 | SCHOLARSHIP SUPPORT |
| ROOM TO READ | |||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | 912003533 | 501(C)(3) | $5,000 | GIRLS' EDUCATION |
| THE DON DIEGO FUND | |||||||
| 2260 JIMMY DURANTE FAIRGROUNDS | DEL MAR | CA | 92014 | 330859020 | 501(C)(3) | $5,000 | SCHOLARSHIP SUPPORT |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | 952250801 | 501(C)(3) | $5,000 | THE WOODEN ATHLETIC FUND |
| TIJUANA CHRISTIAN MISSION | |||||||
| PO BOX 437930 | SAN YSIDRO | CA | 92143 | 510191579 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| ADM 160 MC4017 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $5,000 | UYTENGSU AQUATICS CENTER - BRONZE LEVEL DONATION |
| URBAN YOUTH COLLABORATIVE | |||||||
| P O BOX 124708 | SAN DIEGO | CA | 92112 | 900355477 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| US NAVAL ACADEMY FOUNDATION | |||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | 237003516 | 501(C)(3) | $5,000 | GENERAL OPERATING SUPPORT |
| USS MIDWAY MUSEUM | |||||||
| 910 N HARBOR DRIVE | SAN DIEGO | CA | 92101 | 330556416 | 501(C)(3) | $5,000 | EDUCATIONAL PROGRAMS |
| WOMEN'S RESOURCE CENTER | |||||||
| 1963 APPLE STREET | OCEANSIDE | CA | 92054 | 952932237 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 107 | Total501c3OrgCnt |
| Total Other Org | 4 | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,378,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,563,806 | 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 | ALL GIFTS OF STOCK ARE RECEIVED AND SOLD ON BEHALF OF THE FOUNDATION BY UBS FINANCIAL SERVICES, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | IDENTIFICATION OF INTERESTED PERSON RELATIONSHIPS: ANNUALLY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED A QUESTIONNAIRE TO SOLICIT THEIR INPUT ON THE NATURE OF ANY SHARED RELATIONSHIPS. IDENTIFIIED RELATIONSHIPS ARE EVALUATED TO OBTAIN THE INFORMATION REQUIRED FOR FULL DISCLOSURE. |
| 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 GOVERNANCE, NOMINATING & COMPENSATION COMMITTEE FOR FINAL APPROVAL 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 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AS WELL AS MEETING MINUTES AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE AS WELL AS THE GUIDESTAR WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ACTUARIAL VALUE OF SPLIT INTEREST AGREEMENTS 169,213. ESTIMATED EXPENSES OF CONTRIBUTION RECEIVABLE - UNREALIZED EXPENSE FOR POTENTIAL SELLING COMMISSIONS. -250,000. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320194805 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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