2014-08-07T15:10:44-05:00 2013-12-31 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT STE 100 SAN DIEGO CA 92131 990 2013-01-01 953709639 RANCHO SANTA FE FOUNDATION RANC 8587566557 PO BOX 811 RANCHO SANTA FE CA 92067 CHRISTINA P WILSON EXEC DIR 8587566557 2014-07-28 1 ROBERT C GELLMAN P00183739 8587952000 2013 2015-11-30 17:44:51Z PO BOX 811 RANCHO SANTA FE CA 92067 54948481 0 X WWW.RSFFOUNDATION.ORG X 1981 CA PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES. 29 29 5 29 0 0 14694654 16303498 0 0 995129 2197847 113868 124955 15803651 18626300 2143240 3507838 0 0 315505 396620 0 0 168160 153368 257948 2612113 4162406 13191538 14463894 59385312 82134293 13556541 16417902 45828771 65716391 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 320000 320000 0 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. 250000 250000 0 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. 111000 111000 0 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. 2963467 2826838 0 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. 2963467 2826838 3644467 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 17 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 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 JAMES CIMINO 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 DOUGLAS FORSYTH 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 MARK HOLMLUND DIRECTOR 1.00 X 0 0 0 CANDACE HUMBER 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 RICHARD SAPP 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 ROBERT VANOSKY DIRECTOR 1.00 X 0 0 0 DONNA WALKER DIRECTOR 1.00 X 0 0 0 PHILLIP WHITE DIRECTOR 1.00 X 0 0 0 BETTE 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 WILLIAM RUH TREASURER 4.00 X X 0 0 0 CHRISTINA WILSON EXECUTIVE DIRECTOR 40.00 X 115402 0 16623 115402 0 16623 1 0 0 0 0 16303498 7942556 16303498 1170108 1170108 37349920 36322181 1027739 1027739 1027739 MANAGEMENT FEE REVENUE 525920 124955 124955 124955 18626300 124955 0 2197847 3506338 3506338 1500 1500 115751 11575 23150 81026 209619 65738 140111 3770 11366 2701 5703 2962 34027 8085 17075 8867 25857 6144 12974 6739 40004 40004 38213 1441 35192 1580 200 200 30543 30543 15214 6198 4508 4508 27158 9687 14754 2717 14514 4838 4838 4838 6948 6948 11536 3207 7329 1000 943 314 315 314 3071 3071 8873 548 7724 601 DONOR DEVELOPMENT 11064 11064 TELEPHONE 11044 3681 3682 3681 PRINTING/REPRODUCTION 9508 7493 1008 1007 PROFESSIONAL DEVELOPMEN 8342 8342 20773 4779 13051 2943 4162406 3644467 349779 168160 1119870 621772 37000 106020 1242646 5953964 10111 17008 94023 60470 14424 33553 43420967 58996335 13540294 16405641 59385312 82134293 16247 16361 13540294 16401541 13556541 16417902 X 22440779 29465276 3149885 6091566 20238107 30159549 45828771 65716391 59385312 82134293 X 14463894 5504513 -80787 X X 0 1 X 1 0 X 3463973 4049899 15740971 14694654 16303498 54252995 3463973 4049899 15740971 14694654 16303498 54252995 35402215 18850780 346362 313431 354414 843586 1170108 3027901 65154 80990 93690 113867 124955 478656 57759552 0.32640 0.31350 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99 5142605 1789452 28431712 1 1 X X 1 22.00 0 0 0 1 0 0.00 0 0 0 1 X 22438964 10539492 3930484 2041299 0 157459 34710182 20038064 1000600 1733387 211341 121746 22438964 9677077 10923662 -152279 328852 81544 20038064 6734123 2319565 989401 299515 66497 9677077 5145495 577981 1177427 119100 47680 6734123 0.01650 0.87620 0.10730 0 0 7663 7663 71715 54268 17447 14645 6202 8443 33553 INVESTMENTS HELD FOR OTHERS 16401541 OTHER ASSETS 4100 16405641 24112941 5504512 62916 169213 5736641 18376300 250000 250000 18626300 4225321 62916 62916 4162405 1 1 4162406 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. 1 INDIANA UNIVERSITY FOUNDATION 340 W MICHIGAN STREET INDIANAPOLIS IN 46202 356018940 501(C)(3) 320000 IU SCHOOL OF NURSING - END OF LIFE COMMUNICATION OLD GLOBE THEATRE P O BOX 122171 SAN DIEGO CA 92112 951543396 501(C)(3) 252750 GENERAL SUPPORT SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 951684089 501(C)(3) 226700 MEDICAL RESEARCH & DEPARTMENTAL EXPANSION MAINLY MOZART 444 W BEECH STREET 220 SAN DIEGO CA 92101 330320305 501(C)(3) 143940 MARKETING & GENERAL SUPPORT CAPITAL AREA FOOD BANK OF TEXAS INC 8201 S CONGRESS AVE AUSTIN TX 78745 742217350 501(C)(3) 110000 GENERAL SUPPORT INTEGRA CENTER PO BOX 22498 SAN DIEGO CA 92192 453837670 501(C)(3) 106500 GENERAL SUPPORT KRAEMER ENDOWMENT FOUNDATION 2119 EAST MADISON AVENUE EL CAJON CA 92019 330573935 501(C)(3) 105000 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) 100000 ORTHODONTIC CARE FOR LOW INCOME CHILDREN LUX ART INSTITUTE 1550 SOUTH EL CAMINO REAL ENCINITAS CA 92024 330802336 501(C)(3) 100000 CAPITAL CAMPAIGN FOR EDUCATION PAVILION UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501(C)(3) 100000 SCHOLARSHIP SUPPORT VILLAGE COMMUNITY PRESBYTERIAN CHURCH PO BOX 704 RANCHO SANTA FE CA 92067 956006164 501(C)(3) 72700 GENERAL SUPPORT VISTA COMMUNITY CLINIC 1000 VALE TERRACE VISTA CA 92084 952815615 501(C)(3) 70000 OUTREACH & PREVENTION PROGRAMS FREEDOM OF CONSCIENCE DEFENSE FUND PO BOX 9520 RANCHO SANTA FE CA 92067 300741605 501(C)(3) 51000 GENERAL SUPPORT EMILIO NARES FOUNDATION PO BOX 86165 SAN DIEGO CA 92138 134229276 501(C)(3) 50100 GENERAL OPERATING SUPPORT CANCER ANGELS OF SAN DIEGO 1915 ASTON AVENUE CARLSBAD CA 92008 261099989 501(C)(3) 50000 STAGE IV PATIENT FINANCIAL ASSISTANCE DIABETES RESEARCH CONNECTION 1400 MAIDEN LANE DEL MAR CA 92014 900815395 501(C)(3) 50000 DIABETES RESEARCH UNIVERSITY OF MISSISSIPPI FOUNDATION PO BOX 249 UNIVERSITY MS 38677 237310293 501(C)(3) 50000 SCHOLARSHIP FUNDS VOICES FOR CHILDREN 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 50000 GENERAL OPERATING SUPPORT SAN DIEGO COUNTY MEDICAL SOCIETY FOUNDATION 5575 RUFFIN ROAD SAN DIEGO CA 92123 952568714 501(C)(3) 45000 PROJECT "ACCESS SAN DIEGO" SCRIPPS HEALTH FOUNDATION 354 SANTA FE DRIVE ENC63 ENCINITAS CA 92024 951684089 501(C)(3) 45000 CAPITAL CAMPAIGN BOYS & GIRLS CLUBS OF SAN DIEGUITO 533 LOMAS SANTA FE DRIVE SOLANA BEACH CA 92075 952470435 501(C)(3) 41250 PROGRAM, SCHOLARSHIP & GENERAL SUPPORT SAN ELIJO LAGOON CONSERVANCY PO BOX 230634 ENCINITAS CA 92023 330358660 501(C)(3) 37250 LAND PURCHASE & GENERAL SUPPORT RANCHO SANTA FE ASSOCIATION PO BOX A RANCHO SANTA FE CA 92067 951132930 501(C)(4) 33546 TREE TRIMMING, BANQUET SERVICES & GENERAL SUPPORT PACIFIC RIDGE SCHOOL 6269 EL FUERTE CARLSBAD CA 92009 861061606 501(C)(3) 31000 GENERAL SUPPORT MONARCH SCHOOL PROJECT 808 WEST CEDAR STREET SAN DIEGO CA 92101 330871354 501(C)(3) 30500 GENERAL SUPPORT THE ANGEL'S DEPOT 1497 POINSETTIA AVE STE 158 VISTA CA 92081 202723243 501(C)(3) 30000 SERVING OUR SENIORS CAMPAIGN RANCHO SANTA FE SENIORS INC PO BOX 223 RANCHO SANTA FE CA 92067 956113493 501(C)(3) 28909 GENERAL SUPPORT GLAD TIDINGS INDIA 53 HARRISTOWN ROAD PARADISE PA 17562 550865401 501(C)(3) 27600 ENGLISH MEDIUM SCHOOL - PHASE I MINGEI INTERNATIONAL MUSEUM 1439 EL PRADO SAN DIEGO CA 92101 237433357 501(C)(3) 26250 GENERAL SUPPORT WORLDREADERORG 2030 1ST AVENUE SUITE 300 SEATTLE WA 98121 272092468 501(C)(3) 25500 GENERAL SUPPORT GIRL SCOUTS SAN DIEGO-IMPERIAL COUNCIL 1231 UPAS STREET SAN DIEGO CA 92103 951644585 501(C)(3) 25000 OUTREACH PROGRAM & BALBOA CAMPUS EXPANSION MIRA COSTA COLLEGE FOUNDATION ONE BARNARD DRIVE OCEANSIDE CA 92056 956151938 501(C)(3) 22000 SCHOLARSHIPS & GENERAL SUPPORT RADY CHILDREN'S HOSPITAL & HEALTH CENTER 3020 CHILDRENS WAY SAN DIEGO CA 92123 953545901 501(C)(3) 21300 GENERAL SUPPORT GLOBAL JOURNAL PROJECT 2270 CAMINO VIDA ROBLE SUITE K CARLSBAD CA 92011 460551793 501(C)(3) 20500 GENERAL SUPPORT MAMA'S KITCHEN 3960 HOME AVENUE SAN DIEGO CA 92105 330434246 501(C)(3) 20400 GENERAL SUPPORT BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTIES 5407 NORTH INTERSTATE 35 SUITE 400 AUSTIN TX 78723 746087356 501(C)(3) 20000 GENERAL SUPPORT LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY 9420 ATHENA CIRCLE LA JOLLA CA 92037 330328688 501(C)(3) 20000 RESEARCH SUPPORT NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 20000 SUPPORT FOR MEN'S CREW SAN DIEGO RESCUE MISSION PO BOX 80427 SAN DIEGO CA 92138 951874073 501(C)(3) 20000 GENERAL SUPPORT THE SALVATION ARMY - AUSTIN METROPOLITAN AREA PO BOX 1000 AUSTIN TX 78767 580660607 501(C)(3) 20000 GENERAL SUPPORT WEST LAKE HILLS PRESBYTERIAN CHURCH FOUNDATION 7127 BEE CAVE ROAD AUSTIN TX 78746 200031358 501(C)(3) 20000 GENERAL SUPPORT PLEASANTS COUNTY LIBRARY 101 LAFAYETTE STREET ST MARYS WV 26170 550596254 501(C)(3) 18479 GENERAL SUPPORT CALIFORNIA STATE UNIVERSITY - SAN MARCOS 333 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 800390564 501(C)(3) 17380 SCHOLARSHIP & GENERAL SUPPORT CHALLENGED ATHLETES FOUNDATION PO BOX 910769 SAN DIEGO CA 92191 330739596 501(C)(3) 17300 GENERAL SUPPORT WORKSHOPS FOR WARRIORS 2970 MAIN STREET SAN DIEGO CA 92113 261721255 501(C)(3) 16500 GENERAL SUPPORT RANCHO SANTA FE LIBRARY GUILD PO BOX 348 RANCHO SANTA FE CA 92067 956091588 501(C)(3) 15282 GENERAL SUPPORT DREAM WEAVERS 14325 HIGH PINE STREET POWAY CA 92064 200296751 501(C)(3) 15000 GENERAL SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 8366 HUNTINGTON BEACH CA 92615 440610626 501(C)(3) 15000 GENERAL SUPPORT INFO LINE OF SAN DIEGO COUNTY PO BOX 420039 SAN DIEGO CA 92142 331029843 501(C)(3) 15000 MILITARY & VETERANS PROGRAM LA JOLLA ROTARY FOUNDATION 7755 FAY AVENUE SUITE D LA JOLLA CA 92037 956111636 501(C)(3) 15000 STARS IN OUR EYES PROGRAM RANCHO SANTA FE SCHOOL PO BOX 809 RANCHO SANTA FE CA 92067 956002507 GOVT AGNCY 15000 GENERAL SUPPORT SAN DIEGO ARMED SERVICES YMCA 3293 SANTO ROAD SAN DIEGO CA 92124 951679700 501(C)(3) 15000 IN-HOME CLINICAL COUNSELING PROGRAM SAN DIEGO CALVARY KOREAN CHURCH 6970 LINDA VISTA ROAD SAN DIEGO CA 92111 330333698 501(C)(3) 15000 GENERAL SUPPORT SUMMERBRIDGE SAN DIEGO INC 10272 SAUNDERS DRIVE SAN DIEGO CA 92131 330695093 501(C)(3) 15000 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) 15000 CAREER TRANSITIONS ASSISTANCE PROGRAM ELEMENTARY INSTITUTE OF SCIENCE 608 51ST STREET SAN DIEGO CA 92114 941669545 501(C)(3) 14500 STUDENT SCHOLARSHIPS SAN DIEGO BOTANIC GARDEN P O BOX 230005 ENCINITAS CA 92023 956120581 501(C)(3) 14500 GENERAL SUPPORT VISION OF CHILDREN FOUNDATION 11975 EL CAMINO REAL SAN DIEGO CA 92130 954271785 501(C)(3) 12800 GENERAL SUPPORT SAN DIEGUITO RIVER VALLEY CONSERVANCY 3030 BUNKER HILL STREET 309-1 SAN DIEGO CA 92109 330191772 501(C)(3) 11000 GENERAL SUPPORT WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 11000 GENERAL SUPPORT CAMP PENDLETON ARMED SERVICES YMCA BOX 555028 BLDG 16144 CAMP PENDLETON CA 92055 363274346 501(C)(3) 10300 TEMPORARY EMERGENCY ASSISTANCE PROGRAM BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL 1207 UPAS STREET SAN DIEGO CA 92103 951643983 501(C)(3) 10000 MIDDLE SCHOOL EXPLORER CLUB FACE FOUNDATION 10455 SORRENTO VALLEY RD 208 SAN DIEGO CA 92121 205333261 501(C)(3) 10000 GENERAL SUPPORT FRIENDS OF THE POOR 7660 FAY AVE STE H 362 LA JOLLA CA 92037 953847842 501(C)(3) 10000 COMFORT CUBS PROGRAM ORANGE COUNTY UNITED WAY 18012 MITCHELL AVENUE IRVINE CA 92614 330047994 501(C)(3) 10000 GENERAL SUPPORT SAN DIEGO PUBLIC LIBRARY FOUNDATION 820 E STREET SAN DIEGO CA 92101 330959608 501(C)(3) 10000 GENERAL SUPPORT TERI INC 251 AIRPORT ROAD OCEANSIDE CA 92058 953532129 501(C)(3) 10000 GENERAL SUPPORT UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 376006007 501(C)(3) 10000 SCHOLARSHIP SUPPORT UNIVERSITY OF ROCHESTER 300 EAST RIVER ROAD ROCHESTER NY 14627 160743209 501(C)(3) 10000 HAJIM SCHOOL OF ENGINEERING & APPLIED SCIENCES - ANNUAL FUND VISION SAN DIEGO 4608 GARDENA AVENUE SAN DIEGO CA 92110 271560315 501(C)(3) 10000 GENERAL SUPPORT UNIVERSITY OF SAN DIEGO-SCHOOL OF LEADERSHIP & EDUCATION SCIENCES 5998 ALCALA PARK STE 205 SAN DIEGO CA 92110 952544535 501(C)(3) 9500 NORTH COUNTY SENIORS CONNECTIONS PROGRAM - PHASE I RESEARCH OMO CHILD FOUNDATION PO BOX 231697 ENCINITAS CA 92023 275098874 501(C)(3) 9000 GENERAL SUPPORT THE CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 501(C)(3) 8900 SUPPORT FOR CORPORATE GOVERNANCE INSTITUTE & SCHOLARSHIPS YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501(C)(3) 8400 FACILITY CONSTRUCTION & GENERAL SUPPORT CHURCH OF THE NATIVITY P O BOX 8770 RANCHO SANTA FE CA 92067 273944748 501(C)(3) 8000 GENERAL SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 2196 VISTA CA 92085 440610626 501(C)(3) 8000 GENERAL SUPPORT IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 50010 600026901 501(C)(3) 8000 SCHOLARSHIP SUPPORT BALBOA PARK CONSERVANCY 1549 EL PRADO SUITE 1 SAN DIEGO CA 92101 452072081 501(C)(3) 7500 GENERAL OPERATING SUPPORT GIVING BACH INC PO BOX 9681 RANCHO SANTA FE CA 92067 460788709 501(C)(3) 7500 GENERAL SUPPORT SAN DIEGO SECOND CHANCE PROGRAM 6145 IMPERIAL AVENUE SAN DIEGO CA 92114 330539640 501(C)(3) 7500 STRIVE JOB READINESS TRAINING RANCHO SANTA FE EDUCATION FOUNDATION PO BOX 809 RANCHO SANTA FE CA 92067 330787566 501(C)(3) 7483 GENERAL SUPPORT LA COSTA YOUTH ORGANIZATION 7668 EL CAMINO REAL 104-610 CARLSBAD CA 92009 330214056 501(C)(4) 7000 CHAMPIONS PROGRAM FOR DISABLED CHILDREN FIRST CHURCH OF CHRIST SCIENTIST PO BOX 422 RANCHO SANTA FE CA 92067 952322997 501(C)(3) 6753 ANNUAL ENDOWMENT DISTRIBUTION NEW HAVEN YOUTH & FAMILY SERVICES P O BOX 1199 VISTA CA 92085 953161628 501(C)(3) 6400 EDUCATION PURPOSES LEUKEMIA & LYMPHOMA SOCIETY 123 NW 36TH ST 100 SEATTLE WA 98107 135644916 501(C)(3) 6250 EVENT UNDERWRITING PRESBYTERIAN CHURCH OF THE BIG WOOD P O BOX 660 KETCHUM ID 83340 820374595 501(C)(3) 6000 GENERAL SUPPORT RESPONSIBILITY PO BOX 433199 SAN YSIDRO CA 92143 330437290 501(C)(3) 5750 GENERAL SUPPORT ASIAN ACCESS PO BOX 200 SAN DIMAS CA 91773 956120630 501(C)(3) 5500 GENERAL SUPPORT ABILITIES UNITED 525 E CHARLESTON RD PALO ALTO CA 94306 941546643 501(C)(3) 5000 GENERAL SUPPORT AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 PO BOX 22212 SAN DIEGO CA 92192 330782521 501(C)(3) 5000 REACH OUT & READ PROGRAM AMERICAN HEART ASSOCIATION - AUSTIN 10900-B STONELAKE BLVD 320 AUSTIN TX 78759 135613797 501(C)(3) 5000 GO RED FOR WOMEN COASTAL COMMUNITY FOUNDATION PO BOX 230415 ENCINITAS CA 92023 330216692 501(C)(3) 5000 GENERAL SUPPORT DOSTART CLAPP & COVENEY LLP 4370 LA JOLLA VILLAGE DRIVE SAN DIEGO CA 92122 PRIVATE CORP. 5000 WHITE SANDS COOPERATIVE SCHOLARSHIP FUND CREATION FRATERNITY HOUSE INC 20702 ELFIN FOREST ROAD ESCONDIDO CA 92029 330306861 501(C)(3) 5000 GENERAL SUPPORT FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY PO BOX 657 CARDIFF BY THE SEA CA 92007 330311593 501(C)(3) 5000 ANNUAL ENDOWMENT DISTRIBUTION HARVARD BUSINESS SCHOOL HBS ALUMNI TEELE HALL BOSTON MA 02163 042103580 501(C)(3) 5000 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) 5000 GENERAL SUPPORT JUST IN TIME FOR FOSTER YOUTH P O BOX 81292 SAN DIEGO CA 92138 205448416 501(C)(3) 5000 GENERAL SUPPORT KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 501(C)(3) 5000 GENERAL SUPPORT NORTH COAST REPERTORY THEATRE 987D LOMAS SANTA FE DRIVE SOLANA BEACH CA 92075 953819307 501(C)(3) 5000 GENERAL SUPPORT RANCHO COASTAL HUMANE SOCIETY 389 REQUEZA STREET ENCINITAS CA 92024 952151583 501(C)(3) 5000 GENERAL SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUL HALL 1960 BERKELEY CA 94720 946002123 501(C)(3) 5000 SCHOLARSHIP SUPPORT ROOM TO READ 111 SUTTER STREET 16TH FLOOR SAN FRANCISCO CA 94104 912003533 501(C)(3) 5000 GIRLS' EDUCATION THE DON DIEGO FUND 2260 JIMMY DURANTE FAIRGROUNDS DEL MAR CA 92014 330859020 501(C)(3) 5000 SCHOLARSHIP SUPPORT THE UCLA FOUNDATION 10920 WILSHIRE BOULEVARD SUITE 900 LOS ANGELES CA 90024 952250801 501(C)(3) 5000 THE WOODEN ATHLETIC FUND TIJUANA CHRISTIAN MISSION PO BOX 437930 SAN YSIDRO CA 92143 510191579 501(C)(3) 5000 GENERAL SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA ADM 160 MC4017 LOS ANGELES CA 90089 951642394 501(C)(3) 5000 UYTENGSU AQUATICS CENTER - BRONZE LEVEL DONATION URBAN YOUTH COLLABORATIVE P O BOX 124708 SAN DIEGO CA 92112 900355477 501(C)(3) 5000 GENERAL SUPPORT US NAVAL ACADEMY FOUNDATION 291 WOOD ROAD ANNAPOLIS MD 21402 237003516 501(C)(3) 5000 GENERAL OPERATING SUPPORT USS MIDWAY MUSEUM 910 N HARBOR DRIVE SAN DIEGO CA 92101 330556416 501(C)(3) 5000 EDUCATIONAL PROGRAMS WOMEN'S RESOURCE CENTER 1963 APPLE STREET OCEANSIDE CA 92054 952932237 501(C)(3) 5000 GENERAL SUPPORT 107 4 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 33 4378750 FMV X 1 3563806 FMV 0 1 1 PART I, LINE 32B: ALL GIFTS OF STOCK ARE RECEIVED AND SOLD ON BEHALF OF THE FOUNDATION BY UBS FINANCIAL SERVICES, INC. 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. 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 0 0 0