2012-09-17T19:00:44-05:00 2011-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990 2011-01-01 330216692 COASTAL COMMUNITY FOUNDATION COAS 7609429245 PO BOX 230415 ENCINITAS CA 920230415 MARION DODSON 7609429245 2012-09-10 1 LISA M BETYAR P00234311 8585589200 2011 2016-02-24 21:20:13Z MARION DODSON PO BOX 230415 ENCINITAS CA 920230415 348952 0 X WWW.COASTALFOUNDATION.ORG X 1987 CA GRANTS TO COMMUNITY NON-PROFITS 15 15 3 29 0 0 172716 210992 0 0 29198 38321 0 0 201914 249313 97175 139690 0 0 49141 58189 0 0 7873 14906 18517 161222 216396 40692 32917 1614304 1602612 0 0 1614304 1602612 X TO ENHANCE THE QUALITY OF LIFE IN THE NORTH COAST BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS. 0 0 44105 29750 32960 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. 27785 13430 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. 98672 84315 COMMUNITY GRANTS ARE DISTRIBUTED FROM FIELD OF INTEREST FUNDS. MENTAL HEALTH GRANTS ARE AWARDED FOR PREVENTION AND EARLY INTERVENTION PROGRAMS FOR YOUTH. 12195 12195 26184 EDUCATION PLUS GRANTS ARE DISTRIBUTED TO LOCAL SCHOOLS TO SUPPORT PROGRAMS AND EXTRA CURRICULAR ACTIVITIES. 12195 12195 26184 182757 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 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 MARION DODSON 3.00 X X 0 0 0 BILL COX 0.30 X X 0 0 0 JERRY LOUIS 0.30 X X 0 0 0 SEAN GILDEA 0.30 X X 0 0 0 BILL BERRIER 0.30 X 0 0 0 RICHARD ALLISON 0.30 X 0 0 0 SALLY FOSTER 0.30 X 0 0 0 JOHN HARELSON 0.30 X 0 0 0 HELMUT KIFFMANN 0.30 X 0 0 0 JAMES AUSTIN 0.30 X 0 0 0 HENRY HAGUE 0.30 X 0 0 0 KERRY WITKIN 0.30 X 0 0 0 ALICE JACOBSON 0.30 X 0 0 0 STEVE KNIGHT 0.30 X 0 0 0 MICHAEL LAPADULA 0.30 X 0 0 0 SHARON OMAHEN 24.00 X 48075 0 4895 48075 0 4895 0 0 0 0 0 210992 2599 210992 33091 33091 104869 99639 5230 5230 5230 249313 0 0 38321 126260 126260 13430 13430 48075 28845 12019 7211 1020 765 255 4895 4895 4199 2519 1050 630 7014 4635 2379 835 626 209 461 202 227 32 3417 1884 1533 147 147 3200 2240 960 139 139 1189 1189 PHILANTHROPY CLUB 990 990 DUES 600 600 FOREIGN TAXES PAID 184 184 DONOR SERVICES 164 164 177 50 127 216396 182757 25766 7873 113507 171674 151930 96748 1348867 1334190 1614304 1602612 0 0 X 1614304 1602612 0 0 0 0 1614304 1602612 1614304 1602612 X 32917 -44609 X 0 0 0 X 177865 165016 105466 172716 210992 832055 177865 165016 105466 172716 210992 832055 229789 602266 57448 28696 11597 29202 38321 165264 20436 20436 1017755 0.59180 0.52870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 39625 25330 685355 1 1 0 MUTUAL FUNDS 1228369 F CERTIFICATES OF DEPOSIT 105821 F 1334190 1 CITY OF ENCINITAS 6000 SUPPORT THE FEELING FIT FESTIVAL GIRLS ON THE RUN 10000 TO SUPPORT TWO NORTH COUNTY SCHOOL MENTORSHIP PROGRAMS. SDS HOPE HOUSE 6500 TO PROVIDE GRANTS FOR EQUIPMENT FOR COTTAGE INDUSTRIES. FROM THE INSIDE OUT 7250 TO PROVIDE SUPPORT AND MENTORSHIP FOR THE GIRLS ONLY PROGRAM. YWCA 6000 FOR THE LEAP TO SUCCESS TRAINING FOR WOMEN. ONLIFE PREVENTION ORGANIZATION 5000 LITERATURE AND EXPANSION OF NORTH COUNTY PROGRAM COMMUNITY RESOURCE CENTER 5000 THERAPEUTIC CHILDRENS PROGRAM VISTA HILL 5000 SAFIR PROGRAM COMMUNITY RESOURCE CENTER 5000 DIRECT SERVICES FOR FAMILIES 9 0 COLLEGE SCHOLARSHIP 20 13430 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 1 2599 FMV 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -44,609.