2014-11-17T18:08:23-06:00 2013-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990 2013-01-01 330216692 COASTAL COMMUNITY FOUNDATION COAS 7609429245 PO BOX 230415 ENCINITAS CA 920230415 BILL COX PRESIDENT 7609429245 2014-11-17 1 LISA M BETYAR P00234311 8585589200 2013 2015-11-30 17:44:51Z BILL COX PO BOX 230415 ENCINITAS CA 920230415 1477222 0 X WWW.COASTALFOUNDATION.ORG X 1987 CA GRANTS TO COMMUNITY NON-PROFITS 15 15 2 35 0 0 175271 1090667 0 0 57630 60219 0 4829 232901 1155715 141072 159714 0 0 55810 79777 0 0 11833 45615 51165 242497 290656 -9596 865059 1704069 2810751 378 154374 1703691 2656377 X TO ENHANCE THE QUALITY OF LIFE IN THE NORTH COASTAL COMMUNITIES OF SAN DIEGO BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS. 0 0 90022 66824 DONOR ADVISED FUND GRANTS: DONORS MAKE RECOMMENDATIONS TO THE FOUNDATION'S BOARD OF DIRECTORS FOR DISTRIBUTIONS FROM THEIR FUNDS. GRANTS ARE AWARDED TO A WIDE VARIETY OF NONPROFITS LOCALLY, REGIONALLY AND NATIONALLY. 53301 30103 HAND TO HAND MAKES AN IMPACT IN THE LIVES OF WOMEN AND GIRLS IN SAN DIEGO COUNTY BY DIRECTING RESOURCES TO PROGRAMS THAT EMPOWER CHANGE AND SELF-SUFFICIENCY. 50752 27553 FIELD OF INTEREST GRANTS: SMALL GRANT AWARDS ARE MADE IN THE AREAS OF ENVIRONMENT, COMMUNITY PROJECTS AND SUICIDE PREVENTION. 11399 11399 ED VENTURES PROVIDES GRANTS TO ELEMENTARY CLASSROOMS AND SCHOOLS IN THE DEL MAR, SOLANA BEACH, CARDIFF, ENCINITAS, CARLSBAD AND OCEANSIDE SCHOOL DISTRICTS. THE FOUNDATION WORKS IN PARTNERSHIP WITH NONPROFIT ORGANIZATIONS TO PROVIDE ART, SCIENCE AND ENVIRONMENTAL EDUCATION FOR STUDENTS IN GRADES 4 THROUGH 6. PROGRAMS INCLUDE ART INSTRUCTION, SCIENCE EDUCATION, BUSINESS EDUCATION, ENVIRONMENTAL EDUCATION, FIELD TRIPS AND CREATIVE EDUCATION PROGRAMS. 13800 13800 SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS FROM THE SAN DIEGUITO UNION HIGH SCHOOL DISTRICT, CARLSBAD HIGH SCHOOL UNIFIED DISTRICT AND OCEANSIDE UNIFIED SCHOOL DISTRICT. SCHOLARSHIP COMMITTEES REVIEW APPLICATIONS FROM ELIGIBLE HIGH SCHOOLS THAT HAVE BEEN SUBMITTED BY SCHOOL COUNSELORS. SCHOLARSHIPS ARE AWARDED WHEN THE STUDENT PROVIDES PROOF OF ACCEPTANCE TO THE COLLEGE OR UNIVERSITY AND THEIR CLASS SCHEDULE. CHECKS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY FOR TUITION, BOOKS OR MATERIALS. 10034 10034 MENTAL HEALTH GRANTS: PROGRAMS OR PROJECTS MUST FOCUS ON MENTAL HEALTH PREVENTION AND EARLY INTERVENTION PROGRAMS OR SERVICES FOR YOUTH. GRANTS ARE AWARDED FOR NEW PROJECTS OR ESTABLISHED PROGRAMS SERVING THE NORTH COASTAL COMMUNITIES OF DEL MAR, SOLANA BEACH, ENCINITAS, CARDIFF, CARLSBAD AND OCEANSIDE. 35233 35233 229308 1 1 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SHARON OMAHEN 7609429245 PO BOX 230415 ENCINITAS CA 92023 BILL COX PRESIDENT 3.00 X X 0 0 0 ALICE JACOBSON VICE PRESIDENT 0.30 X X 0 0 0 JERRY LOUIS SECRETARY 0.30 X X 0 0 0 SEAN GILDEA TREASURER 0.30 X X 0 0 0 RICHARD ALLISON DIRECTOR 0.30 X 0 0 0 HELMUT KIFFMANN DIRECTOR 0.30 X 0 0 0 JAMES AUSTIN DIRECTOR 0.30 X 0 0 0 HENRY HAGUE DIRECTOR 0.30 X 0 0 0 KERRY WITKIN DIRECTOR 0.30 X 0 0 0 STEVE KNIGHT DIRECTOR 0.30 X 0 0 0 SHARON OMAHEN EXECUTIVE DIRECTOR 32.00 X 68000 0 5042 EDWARD BLODGETT DIRECTOR 0.30 X 0 0 0 TOM COZENS DIRECTOR 0.30 X 0 0 0 LAURA FLEMING DIRECTOR 0.30 X 0 0 0 ERIC HALL DIRECTOR 0.30 X 0 0 0 68000 0 5042 0 0 0 0 0 1090667 391560 1090667 44189 44189 337537 321507 16030 16030 16030 MISCELLANEOUS REVENUE 900001 4829 4829 4829 1155715 0 0 65048 145914 145914 13800 13800 73461 44896 18365 10200 6316 3860 1579 877 3157 2210 947 5877 5877 2316 1662 654 1168 701 467 6067 2570 3497 3674 3674 9541 6679 2862 4 4 7454 3025 3673 756 MISCELLANEOUS 8932 8932 DUES 1500 1500 FOREIGN TAXES 657 657 PROF. DEVELOPMENT 425 425 393 317 76 290656 229308 49515 11833 144845 196468 27196 273714 1532028 2187235 0 153334 1704069 2810751 378 1040 0 153334 378 154374 X 216668 18463 474194 1064459 1012829 1573455 1703691 2656377 1704069 2810751 X 865059 215891 -128264 X 1 X 0 0 0 X 105466 172716 210992 175271 1090667 1755112 105466 172716 210992 175271 1090667 1755112 532710 1222402 11597 29202 38321 48945 60219 188284 1943396 0.62900 0.60880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 408518 66770 1085039 1 1 0 1 X 1195898 560626 222621 63008 1916137 0.00000 0.82120 0.17880 0 0 0 MUTUAL FUNDS 1956716 F CERTIFICATES OF DEPOSIT 230519 F 2187235 CUSTODIAL ACCOUNT 153334 153334 PART IV, LINE 2B: AMOUNTS HELD ON BEHALF OF OTHERS AT DECEMBER 31, 2013 INCLUDED $9,200 FOR NON-ENDOWMENT FUNDS AND $144,134 FOR ENDOWMENT FUNDS SET UP BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT WITH THE FOUNDATION AS CUSTODIAN. 1 LUX ART INSTITUTE 501C3 20154 MAKE ART MORE ACCESSIBLE AND ENGAGING WELCOME HOME MINISTRIES 501C3 11000 FAITH-BASED ALCOHOL AND DRUG RECOVERY SUPPORT CASA CORNELIA LEGAL SERVICES 501C3 10000 VICTIMS OF DOMESTIC VIOLENCE WORK PERMIT GIRLS RISING 501C3 10000 PROMOTE GIRL'S EDUCATION THROUGH FILM AND OTHER EDUCATIONAL TOOLS MAGDALENA ECKE FAMILY YMCA 501C3 6000 MENTOR CHILDREN AND STRENGTHEN COMMUNITIES SAN ELIJO LAGOON CONSERVANCY 501C3 5435 PROTECTING AND ENHANCING SAN ELIJO LAGOON ECOLOGICAL RESERVE AND ITS WATERSHED COMMUNITY RESOURCE CENTER 501C3 5000 PROVIDE SOCIAL SERVICES AND DOMESTIC VIOLENCE PROGRAMS IN COASTAL NORTH COUNTY SAN DIEGO WOMEN'S RESOURCE CENTER 501C3 5000 SUPPORTS WOMEN, STRENGTHEN FAMILIES AND BUILD COMMUNITIES 8 0 COLLEGE SCHOLARSHIP 16 13800 PART I, LINE 2: A WRITTEN GRANT AGREEMENT IS SENT TO THE ORGANIZATION. GRANTEES MUST SIGN THE AGREEMENT INDICATING THAT: A) THE FUNDS WILL BE USED ONLY FOR THE CHARITABLE PURPOSES STATED, B) THERE IS NO BENEFIT TO THE FUND DONORS AND C) THE FUNDS WILL NOT BE USED FOR LOBBYING ACTIVITIES. THE TYPE OF REPORTING REQUESTED FROM THE ORGANIZATION VARIES BASED ON THE NATURE AND SIZE OF THE GRANT. IN THE LETTER, THERE IS A STATEMENT THAT STATES YOU MUST ACKNOWLEDGE RECEIPT OF THIS GIFT, CONFIRM THAT YOUR STATUS AS A 501(C)3 ORGANIZATION IS STILL VALID, CONFIRM THAT NO GOODS OR SERVICES (MEMBERSHIP OR PERSONAL BENEFIT) ARE PROVIDED TO ANY INDIVIDUAL(S) AS A CONDITION OF THIS GRANT AND AGREE TO USE THE FUNDS AS DESIGNATED ABOVE. GRANTEE REPORTS OR FOLLOW-UP DOCUMENTATION IS REVIEWED BY THE STAFF REGARDING COMPLIANCE WITH THE USE OF FUNDS, TERMS OF THE GRANT AND PROGRESS TOWARD GOALS. WE KEEP DOCUMENTATION, PICTURES AND LETTERS OR REPORTS REGARDING THE USE OF THE FUNDS. X 3 391560 HIGH-LOW AVERAGE 0 0 0 PART I, COLUMN (B): NUMBER OF SEPARATE CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING. THE FILED FORM 990 IS THEN REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. DIRECTORS AND VOLUNTEERS ARE ASKED TO DISCLOSE ANY CONFLICTS BEFORE A VOTE IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BASED ON AN ANNUAL REVIEW AND USING COMPARABLE SALARY INFORMATION FROM SIMILAR SIZED FOUNDATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND ON GUIDESTAR. THE FOUNDATION HAS BEEN ACKNOWLEDGED AS A TRUSTED PARTNER ON GUIDESTAR AND HAS PASSED THE NATIONAL STANDARDS BY THE COUNCIL ON FOUNDATIONS, WHICH INDICATED THAT COASTAL COMMUNITY FOUNDATION IS IN COMPLIANCE WITH STANDARDS FOR U.S. COMMUNITY FOUNDATIONS. COPIES OF INFORMATION CAN ALSO BE REQUESTED BY PHONE. ALL COMMITTEE AND BOARD MEMBERS SIGN THE CONFLICT OF INTEREST FORMS ANNUALLY. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT FOR CUSTODIAN ACCOUNTS -128,264.