2013-07-24T19:19:16-05:00 2012-12-31 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2012-01-01 953709639 RANCHO SANTA FE FOUNDATION RANC 8587566557 PO BOX 811 RANCHO SANTA FE CA 92067 CHRISTINA P WILSON 8587566557 2013-07-24 1 ROBERT C GELLMAN P00183739 8587952000 2012 2016-02-25 16:41:14Z PO BOX 811 RANCHO SANTA FE CA 92067 52619143 0 X WWW.RSFFOUNDATION.ORG X 1981 CA PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES. 28 28 4 28 0 0 15740971 14694654 0 0 436903 995129 93690 113868 16271564 15803651 2539041 2143240 0 0 297302 315505 0 0 114597 188459 153368 3024802 2612113 13246762 13191538 41790988 59385312 11409524 13556541 30381464 45828771 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 289000 289000 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 10 GRANTS IN 2012 TOTALING $289,000. GRANTS RANGED IN SIZE FROM $25,000 - $50,000 AND FOCUSED ON NONPROFITS WORKING IN EDUCATION/RESEARCH AND ARTS/CULTURE. 82000 82000 0 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 BENEFITTED FROM GRANTS RANGING FROM $500 TO $10,000 FOR A TOTAL OF NEARLY $82,000 IN 2012. 60000 60000 0 DISCRETIONARY GRANTS FROM THE FOUNDATION'S IMPACT GRANT FUND TOTALED $60,000 FOR 2012. WITH A FOCUS ON AT-RISK YOUTH, THE GRANTS & PROJECTS COMMITTEE IDENTIFIED FOUR REGIONAL NONPROFITS TO WHICH GRANTS RANGING FROM $5,000 TO $20,000 WERE MADE. IMPACT FUND GRANTS ARE INTENDED TO HAVE MAXIMUM IMPACT FOR SMALL PROGRAMS WHICH ARE EITHER STAND ALONE OR A PART OF A LARGER ORGANIZATION. 1828786 1712240 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 THE DONOR ADVISED FUNDS ARE BASED ON THE DONER-ADVISOR RECOMMENDATIONS AND THE GRANTS FUNDED FROM UNRESTRICTED ENDOWMENT FUNDS ARE AT THE DISCRETION OF THE ORGANIZATIONS GRANTS AND PROJECTS COMMITTEE. 1828786 1712240 2259786 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 9 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 1 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 RICHARD CARLSON 1.00 X 0 0 0 RICH COLLATO 1.00 X 0 0 0 CRAIG DADO 1.00 X 0 0 0 DAVID DOWN 1.00 X 0 0 0 DOUGLAS FORSYTH 1.00 X 0 0 0 FRANCI FREE 1.00 X 0 0 0 NEIL HOKANSON 1.00 X 0 0 0 MARK HOLMLUND 1.00 X 0 0 0 CANDACE HUMBER 1.00 X 0 0 0 MICHAEL LOBATZ 1.00 X 0 0 0 JOHN MAJOR 1.00 X 0 0 0 GLENN ORATZ 1.00 X 0 0 0 LARRY PIDGEON 1.00 X 0 0 0 DANIEL PITTARD 1.00 X 0 0 0 PAULA POWERS 1.00 X 0 0 0 EDWARD SANDERSON 1.00 X 0 0 0 RICHARD SAPP 1.00 X 0 0 0 GORDON SWANSON 1.00 X 0 0 0 PAUL THIEL 1.00 X 0 0 0 ROBERT VANOSKY 1.00 X 0 0 0 DONNA WALKER 1.00 X 0 0 0 PHIL WHITE 1.00 X 0 0 0 BETTY WILLIAMS 1.00 X 0 0 0 KATE WILLIAMS 1.00 X 0 0 0 RONALD MCMAHON 1.00 X 0 0 0 CHARLES YASH 4.00 X X 0 0 0 WILLIAM RUH 4.00 X X 0 0 0 JEAN FENLEY 4.00 X X 0 0 0 CHRISTINA WILSON 40.00 X 113022 0 13408 113022 0 13408 1 0 0 0 0 14694654 3388851 14694654 843586 843586 36967035 36815492 151543 151543 151543 MANAGEMENT FEE REVENUE 525920 113868 113868 113868 15803651 113868 0 995129 2143240 2143240 113021 22604 22604 67813 148800 56290 92510 32892 9689 15324 7879 20792 6265 9141 5386 10570 10570 37038 1438 35169 431 5362 2681 2681 10460 10460 7284 2572 2356 2356 15960 464 15352 144 817 817 15498 7072 7426 1000 1203 401 401 401 1452 1452 5322 496 4400 426 UTILITIES 8847 3129 2859 2859 DUES AND SUBSCRIPTIONS 7069 2828 1578 2663 BANK SERVICE CHARGES 5511 244 5267 0 DONOR DEVELOPMENT 4446 0 0 4446 16529 3054 7823 5652 2612113 2259786 237730 114597 191748 1119870 36994 37000 11576422 1242646 7724 10111 69080 54656 17647 14424 18586871 43420967 11373582 13540294 41790988 59385312 15331 16247 20611 0 11373582 13540294 11409524 13556541 X 9524059 22440779 1595732 3149885 19261673 20238107 30381464 45828771 41790988 59385312 X 13191538 2132261 123508 X X 0 1 X 1 0 X 2346485 3463973 4049899 15740971 14694654 40295982 2346485 3463973 4049899 15740971 14694654 40295982 26840450 13455532 339494 346362 313431 354414 843586 2197287 77631 65154 80990 93690 113867 431332 42924601 0.31350 0.41460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92 14756112 1907809 21630314 1 1 X X 1 22.00 0 0 0 1 0 0.00 0 1 0 1 X 20038064 1000600 1733387 211341 121746 22438964 9677077 10923662 -152279 328852 81544 20038064 6734123 2319565 989401 299515 66497 9677077 5145495 577981 1177427 119100 47680 6734123 6833738 73919 -1459000 245064 58098 5145495 0.02200 0.90200 0.07600 0 0 54436 51197 3239 14644 3459 11185 14424 INVESTMENTS HELD FOR OTHERS 13540294 13540294 18117843 2132261 58422 123509 2314192 15803651 0 15803651 2670535 58422 58422 2612113 0 2612113 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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 VALUE DUE TO THE NATURE OF THE 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 13,540,294 AT DECEMBER 31, 2012. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 123,509. 1 YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501(C)(3) 133900 GENERAL SUPPORT SCRIPPS HEALTH FOUNDATION 354 SANTA FE DRIVE ENCINITAS CA 92024 951684089 501(C)(3) 125000 SUPPORT FOR JAMIE DAUGHERTY HIT-A-THON DRAKE UNIVERSITY 2401 UNIVERSITY AVENUE DES MOINES IA 50311 420680460 501(C)(3) 100000 SUPPORT FOR "WALK TO END" PARTICIPANT THE CAMBRIDGE SCHOOL PO BOX 720508 SAN DIEGO CA 92172 204594308 501(C)(3) 68500 GENERAL SUPPORT TERI INC 251 AIRPORT ROAD OCEANSIDE CA 92054 953532129 501(C)(3) 52500 SPONSORSHIP OF 2012 READ & ROMP EVENT EMILIO NARES FOUNDATION PO BOX 86165 SAN DIEGO CA 92138 134229276 501(C)(3) 51115 MAKING STRIDES AGAINST BREAST CANCER PROGRAM CATHOLIC DIOCESE OF SAN DIEGO P O BOX 85728 SAN DIEGO CA 92186 951644613 501(C)(3) 50000 GENERAL SUPPORT SAN DIEGO PUBLIC LIBRARY FOUNDATION 820 E STREET SAN DIEGO CA 92101 330959608 501(C)(3) 50000 GENERAL SUPPORT VILLAGE COMMUNITY PRESBYTERIAN CHURCH PO BOX 704 RANCHO SANTA FE CA 92067 956006164 501(C)(3) 47619 GENERAL SUPPORT NTC FOUNDATION PO BOX 6550 SAN DIEGO CA 92166 900126641 501(C)(3) 37600 GENERAL SUPPORT SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 951684089 501(C)(3) 36000 MATCHING GRANT - GENERAL SUPPORT MONARCH SCHOOL PROJECT 808 WEST CEDAR STREET SAN DIEGO CA 92101 330871354 501(C)(3) 34250 GENERAL SUPPORT KIDS' TURN SAN DIEGO 4909 MURPHY CANYON ROAD SAN DIEGO CA 92127 330724932 501(C)(3) 33000 WITKIDS AND OUTSIDE THE LENS PROJECTS LA COSTA YOUTH ORGANIZATION 7668 EL CAMINO REAL 104-610 CARLSBAD CA 92009 330214056 501(C)(4) 31000 STUDENT SCHOLARSHIP MIRA COSTA COLLEGE FOUNDATION ONE BARNARD DRIVE OCEANSIDE CA 92056 956151938 501(C)(3) 30000 OPERATION BIGS THE PROVIDENCE CENTER 528 NORTH MAIN STREET PROVIDENCE RI 02904 050316969 501(C)(3) 30000 SCOUTREACH PROGRAM & PATRIOT OF THE YEAR EVENT NEW HAVEN YOUTH & FAMILY SERVICES P O BOX 1199 VISTA CA 92085 953161628 501(C)(3) 28000 GENERAL SUPPORT NORTH COUNTY TRADE TECH HIGH SCHOOL 1126 NORTH MELROSE DRIVE VISTA CA 92083 830494683 501(C)(3) 28000 GENERAL SUPPORT RANCHO SANTA FE SENIORS INC PO BOX 223 RANCHO SANTA FE CA 92067 956113493 501(C)(3) 27149 GENERAL SUPPORT HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 26000 GENERAL CAMP SUPPORT SAN DIEGO HOSPICE FOUNDATION INC 4311 THIRD AVENUE SAN DIEGO CA 92103 956336024 501(C)(3) 25910 SPECIAL PROJECTS NORTH COUNTY INTERFAITH COUNCIL INC 2195 OCEANSIDE BLVD OCEANSIDE CA 92057 953837714 501(C)(3) 25000 GENERAL SUPPORT SOILLE SAN DIEGO HEBREW DAY SCHOOL 3630 AFTON ROAD SAN DIEGO CA 92123 952305570 501(C)(3) 23000 GENERAL SUPPORT CATHOLIC CHARITIES DIOCESE OF SAN DIEGO 349 CEDAR STREET SAN DIEGO CA 92101 237334012 501(C)(3) 22500 GENERAL SUPPORT RANCHO SANTA FE SCHOOL PO BOX 809 RANCHO SANTA FE CA 92067 956002507 GOVT AGNCY 22218 GENERAL SUPPORT ELEMENTARY INSTITUTE OF SCIENCE 608 51ST STREET SAN DIEGO CA 92114 941669545 501(C)(3) 20800 GENERAL SUPPORT MINGEI INTERNATIONAL MUSEUM 1439 EL PRADO SAN DIEGO CA 92101 237433357 501(C)(3) 20500 GENERAL SUPPORT & SALARY SUPPORT MAMA'S KITCHEN 3960 HOME AVENUE SAN DIEGO CA 92105 330434246 501(C)(3) 20400 GENERAL SCHOLARSHIP FUNDS BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL 1207 UPAS STREET SAN DIEGO CA 92103 951643983 501(C)(3) 20000 SUPPORT FOR ORPHANS KRAEMER ENDOWMENT FOUNDATION 2119 EAST MADISON AVENUE EL CAJON CA 92019 330573935 501(C)(3) 20000 GENERAL SUPPORT LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY 9420 ATHENA CIRCLE LA JOLLA CA 92037 330328688 501(C)(3) 20000 GENERAL SUPPORT SAN DIEGO CHILDREN'S CHOIR 6635 FLANDERS SUITE H SAN DIEGO CA 92121 330488298 501(C)(3) 20000 MILITARY APPRECIATION LUNCHEON / NAVY SEALS FOUNDATION STANFORD GRADUATE SCHOOL OF BUSINESS 518 MEMORIAL WAY ROOM S235 STANFORD CA 94305 941156365 501(C)(3) 20000 GENERAL SUPPORT PLEASANTS COUNTY LIBRARY 101 LAFAYETTE STREET ST MARYS WV 26170 550596254 501(C)(3) 17658 GENERAL SUPPORT DREAM WEAVERS 14325 HIGH PINE STREET POWAY CA 92064 200296751 501(C)(3) 15000 GENERAL SUPPORT - IN HONOR ESCUELA DE GUADALUPE 3401 PECOS STREET DENVER CO 80211 311652842 501(C)(3) 15000 GENERAL SUPPORT LA JOLLA ROTARY FOUNDATION 7755 FAY AVENUE SUITE D LA JOLLA CA 92037 956111636 501(C)(3) 15000 GENERAL SUPPORT NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 15000 GENERAL SUPPORT CHURCH OF THE NATIVITY P O BOX 8770 RANCHO SANTA FE CA 92067 273944748 501(C)(3) 14600 GENERAL SUPPORT SAN DIEGO CALVARY KOREAN CHURCH 6970 LINDA VISTA ROAD SAN DIEGO CA 92111 330333698 501(C)(3) 14000 CAPITAL CAMPAIGN & GENERAL SUPPORT RANCHO SANTA FE ASSOCIATION PO BOX A RANCHO SANTA FE CA 92067 951132930 501(C)(3) 13997 GENERAL SUPPORT KINGSTON NORTH KITSAP ROTARY FOUNDATION PO BOX 832 KINGSTON WA 98346 202960627 501(C)(3) 13991 PRESIDENT'S CIRCLE - GENERAL SUPPORT RANCHO SANTA FE LIBRARY GUILD PO BOX 348 RANCHO SANTA FE CA 92067 956091588 501(C)(3) 13758 GENERAL SUPPORT THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 530245017 501(C)(3) 13460 DRIVING YOUNG AMERICA - CHAUFFER'S SOCIETY NORTH COUNTY INTERFAITH COUNCIL INC 550 W WASHINGTON AVE STE B ESCONDIDO CA 92025 953837714 501(C)(3) 12880 TRUE SPIRIT COALITION - HURRICANE SANDY RELIEF OMO CHILD FOUNDATION PO BOX 231697 ENCINITAS CA 92023 275098874 501(C)(3) 12000 GENERAL SUPPORT CAMP PENDLETON ARMED SERVICES YMCA BOX 555028 BLDG 16144 CAMP PENDLETON CA 92055 363274346 501(C)(3) 11250 GENERAL SUPPORT KIDS CAN FREE THE CHILDREN 282 SAN ANTONIO ROAD MOUNTAIN VIEW CA 94040 161533544 501(C)(3) 11000 GENERAL SUPPORT PACIFIC RIDGE SCHOOL 6269 EL FUERTE CARLSBAD CA 92009 861061606 501(C)(3) 10500 VETERANS STUDENTS SUPPORT FUND - TEXTBOOKS FOR VETERANS ASIAN ACCESS PO BOX 200 SAN DIMAS CA 91773 956120630 501(C)(3) 10000 ANNUAL ENDOWMENT DISTRIBUTION BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY 8515 ARJONS DRIVE SUITE A SAN DIEGO CA 92126 952151526 501(C)(3) 10000 GENERAL SUPPORT CSU SAN MARCOS - VETERANS CENTER 333 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 800390564 501(C)(3) 10000 GENERAL SUPPORT GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA 410 N FAIRVIEW SANTA ANA CA 92703 951644018 501(C)(3) 10000 CONTRIBUTION TO GIERHARD-WEISBURG MEMORIAL FUND HOPE FOR MTSHABEZI PO BOX 6244 OCEANSIDE CA 92052 261170874 501(C)(3) 10000 SUPPORT FOR FIREFIGHTER STAIRCLIMB PARTICIPANT INFO LINE OF SAN DIEGO COUNTY AKA 211 SAN DIEGO PO BOX 420039 SAN DIEGO CA 92142 331029843 501(C)(3) 10000 DAY AT THE RACES SPONSORSHIP MISSION BAY HIGH SCHOOL ALUMNI ASSOCIATION 1380 GARNET AVE SUITE E442 SAN DIEGO CA 92109 300416418 501(C)(3) 10000 EDUCATIONAL PROGRAMS NATIONAL CHRISTIAN FOUNDATION 11625 RAINWATER DRIVE 500 ALPHARETTA GA 30009 300209280 501(C)(3) 10000 GENERAL SUPPORT SOLANA BEACH PRESBYTERIAN CHURCH 120 STEVENS AVENUE SOLANA BEACH CA 92075 116002299 501(C)(3) 10000 SCOTLAND SCHOLARSHIPS ST PAUL'S CATHEDRAL 2728 SIXTH AVENUE SAN DIEGO CA 92103 951716810 501(C)(3) 10000 GENERAL SUPPORT SUPERFOOD DRIVE PO BOX 374 SOLANA BEACH CA 92075 271142746 501(C)(3) 10000 GENERAL SUPPORT VETERANS ASSOCIATION OF NORTH COUNTY (VANC) P O BOX 3046 OCEANSIDE CA 92051 205862344 501(C)(3) 10000 BOOKS TO INSPIRE - PROJECT #773278 VISION SAN DIEGO 4608 GARDENA AVENUE SAN DIEGO CA 92110 271560315 501(C)(3) 10000 CELLO CHAIR ENDOWMENT FUND RANCHO SANTA FE EDUCATION FOUNDATION PO BOX 809 RANCHO SANTA FE CA 92067 330787566 501(C)(3) 8784 GENERAL SUPPORT SAN ELIJO LAGOON CONSERVANCY PO BOX 230634 ENCINITAS CA 92023 330358660 501(C)(3) 8750 CLIENT ROOM IMPROVEMENTS @ FAMILY RECOVERY CENTER CUSD FOUNDATION INC 31878 DEL OBISPO ST 118-475 SAN JUAN CAPISTRANO CA 92675 953766911 501(C)(3) 8500 REBUILDING KUANDA SCHOOL IN ZAMBIA YOUNG LIFE--SAN DIEGO REGION 10981 SAN DIEGO MISSION RD SAN DIEGO CA 92108 840385934 501(C)(3) 8250 SCHOLARSHIPS, INTERNSHIPS & GENERAL SUPPORT MERCY HOSPITAL FOUNDATION 4077 5TH AVENUE SAN DIEGO CA 92103 942958094 501(C)(3) 8000 CHILDREN'S MEDICAL TRANSPORTATION ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 8000 GENERAL SUPPORT SAN DIEGO ARMED SERVICES YMCA 3293 SANTO ROAD SAN DIEGO CA 92124 951679700 501(C)(3) 7750 GENERAL OPERATING SUPPORT URBAN YOUTH COLLABORATIVE 3030 SUNCREST DRIVE 613 SAN DIEGO CA 92116 900355477 501(C)(3) 7500 EMERGENCY FOOD DISTRIBUTION FIRST CHURCH OF CHRIST SCIENTIST PO BOX 422 RANCHO SANTA FE CA 92067 952322997 501(C)(3) 7083 GENERAL SUPPORT JUST IN TIME FOR FOSTER YOUTH 3878 OLD TOWN AVE SUITE 200 SAN DIEGO CA 92138 205448416 501(C)(3) 7000 GENERAL SUPPORT ORCHESTRA NOVA SAN DIEGO 11772 SORRENTO VALLEY RD 212 SAN DIEGO CA 92121 953625786 501(C)(3) 7000 HUDDLE AT USD & SUPPORT FELLOWSHIP OF FCA & UYC SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD 200 SAN DIEGO CA 92106 952942582 501(C)(3) 7000 ANNUAL ENDOWMENT DISTRIBUTION RUMSEY HALL SCHOOL INC 201 ROMFORD ROAD WASHINGTON DEPOT CT 06794 060692379 501(C)(3) 6731 GENERAL SUPPORT - IN HONOR NORTH COAST REPERTORY THEATRE 987D LOMAS SANTA FE DRIVE SOLANA BEACH CA 92075 953819307 501(C)(3) 6250 GENERAL SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 2196 VISTA CA 92085 440610626 501(C)(3) 6200 GENERAL SUPPORT CARE PACKAGES FROM HOME 1963 SILVERLEAF CIRCLE CARLSBAD CA 92009 800491508 501(C)(3) 6000 GENERAL SUPPORT INTERNATIONAL DEBUTANTE BALL FOUNDATION 336 E 69TH STREET NEW YORK NY 10021 133416572 501(C)(3) 6000 STUDENT ACTIVITIES 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) 6000 PROMISE CIRCLE DONATION KPBS CO SDSU FOUNDATION 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 501(C)(3) 5800 GENERAL SUPPORT - IN HONOR DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 133433452 501(C)(3) 5500 SCI SPECIAL FUND CONTRIBUTION SCY HIGH TECH INC 3410 MT ACADIA BLVD SAN DIEGO CA 92111 201253618 501(C)(3) 5500 ANNUAL GIVING - OPERATING EXPENSES OLD GLOBE THEATRE P O BOX 122171 SAN DIEGO CA 92112 951543396 501(C)(3) 5160 GENERAL SUPPORT ALS ASSOCIATION - GOLDEN WEST CHAPTER PO BOX 565 AGOURA HILLS CA 91301 133271855 501(C)(3) 5000 GENERAL SUPPORT BARRIO LOGAN COLLEGE INSTITUTE 1807 MAIN STREET SAN DIEGO CA 92113 330771222 501(C)(3) 5000 ENDOWMENT FUNDS BAYLOR UNIVERSITY P O BOX 97050 WACO TX 76798 741159753 501(C)(3) 5000 GENERAL SUPPORT COASTAL COMMUNITY FOUNDATION PO BOX 230415 ENCINITAS CA 92023 330216692 501(C)(3) 5000 GENERAL SUPPORT FACE FOUNDATION 10455 SORRENTO VALLEY RD 208 SAN DIEGO CA 92121 205333261 501(C)(3) 5000 MIRACLE CAMPAIGN FRATERNITY HOUSE INC 20702 ELFIN FOREST ROAD ESCONDIDO CA 92029 330306861 501(C)(3) 5000 GENERAL SUPPORT HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 237228287 501(C)(3) 5000 GENERAL SUPPORT HORIZON CHRISTIAN FELLOWSHIP P O BOX 9070 RANCHO SANTA FE CA 92067 330736434 501(C)(3) 5000 MILITARY & VETERAN SERVICES PROGRAMS INTERFAITH SHELTER NETWORK OF SAN DIEGO COUNTY 3530 CAMINO DEL RIO N 301 SAN DIEGO CA 92108 952630300 501(C)(3) 5000 GENERAL SUPPORT KIWANIS CLUB OF GREATER ENCINITAS FOUNDATION 217 CERRO STREET ENCINITAS CA 92023 571138284 501(C)(3) 5000 RESEARCH SUPPORT MAINLY MOZART 444 W BEECH STREET 220 SAN DIEGO CA 92101 330320305 501(C)(3) 5000 2012 DEBUTANTE BALL NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 501(C)(3) 5000 GENERAL SUPPORT RANCHO COASTAL HUMANE SOCIETY 389 REQUEZA STREET ENCINITAS CA 92024 952151583 501(C)(3) 5000 UNDERWRITING FOR "ONE NIGHT ONLY" EVENT SAN DIEGO HUMANE SOCIETY 5500 GAINES STREET SAN DIEGO CA 92110 951661688 501(C)(3) 5000 COLLEGE BOUND PROGRAM & GENERAL SUPPORT SOCIETY OF ST VINCENT DE PAUL - ORANGE COUNTY 8014 MARINE WAY IRVINE CA 92618 953033494 501(C)(3) 5000 SUPPORT FOR CLINIC & LIBRARY IN KENYA & GENERAL SUPPORT SUPPORT FOUNDATION FOR FORT ROSECRANS NATIONAL CEMETERY MIRAMAR 13360 PORTOFINO DRIVE DEL MAR CA 92014 651277308 501(C)(3) 5000 PROGRAM SUPPORT THE SAN DIEGO LGBT COMMUNITY CENTER PO BOX 3357 SAN DIEGO CA 92163 237332048 501(C)(3) 5000 GENERAL SUPPORT THE UCLA FOUNDATION 10920 WILSHIRE BOULEVARD SUITE 900 LOS ANGELES CA 90024 952250801 501(C)(3) 5000 SPECIAL PROJECTS & GENERAL SUPPORT UNIVERSITY OF ROCHESTER 300 EAST RIVER ROAD ROCHESTER NY 14627 160743209 501(C)(3) 5000 ESTABLISHMENT OF NEW ENDOWMENT FUND US NAVAL ACADEMY FOUNDATION 291 WOOD ROAD ANNAPOLIS MD 21402 237003516 501(C)(3) 5000 TREASURE CHEST LITERACY PROGRAM - BOOKS FOR MILITARY CHILDREN WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 951684793 501(C)(3) 5000 GENERAL SUPPORT WORLD FOUNDATION FOR GIRL GUIDES & GIRL SCOUTS INC PO BOX 416198 BOSTON MA 02241 237147834 501(C)(3) 5000 GENERAL SUPPORT WORLDREADERORG 506 2ND AVENUE SUITE 1800 SEATTLE WA 98104 272092468 501(C)(3) 5000 GENERAL SUPPORT YOUNG LIFE--WOOD RIVER VALLEY P O BOX 144 HAILEY ID 83333 840385934 501(C)(3) 5000 GENERAL SUPPORT 108 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 34 3388851 FMV 0 1 1 THIRD PARTY USE: 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 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 A, LINE 4 BYLAW CHANGES WERE MADE TO ALLOW THE BOARD OF DIRECTORS TO BE ABLE TO LIVE OUTSIDE OF SAN DIEGO COUNTY BUT WITHIN THE STATE OF CALIFORNIA. FORM 990, PART VI, SECTION B, LINE 11 ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE 990 VIA EMAIL AND MUST CONFIRM THAT THEY HAVE RECEIVED AND REVIEWED IT PRIOR TO IT'S FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE, BASED UPON THE ADVICE OF AND THE ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD CHAIRMAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN ACTUARIAL VALUE OF SPLIT INTEREST AGREEMENTS 123,509. ROUNDING -1. 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