RANCHO SANTA FE FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RANCHO SANTA FE FOUNDATION (EIN 95-3709639)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-18
- IRS object ID
- 202642619349301019
- Schema version
- 2025v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-18T10:45:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANC | BusinessNameControlTxt |
| Phone | 8587640519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN MORAGA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8587566557 | PhoneNum |
| Signature | 2026-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2026-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEN MORAGA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,542,337 | 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 | TO BE A COMPREHENSIVE CENTER FOR IMPACTFUL PHILANTHROPY THAT INSPIRES THE JOY OF PURPOSEFUL GIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,966,415 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,102,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $376,697 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $418,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,413,522 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,490,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,756,679 | PYTotalRevenueAmt |
| CY Total Revenue | $18,011,909 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,349,383 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,909,322 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,051,913 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $868,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $312,346 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $542,579 | PYOtherExpensesAmt |
| CY Other Expenses | $435,659 | CYOtherExpensesAmt |
| PY Total Expenses | $15,943,875 | PYTotalExpensesAmt |
| CY Total Expenses | $18,213,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,812,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$201,769 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,678,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,922,857 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,673,873 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,674,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $138,004,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,248,388 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONNECT DONORS WITH REGIONAL AND GLOBAL NEEDS THROUGH VISIONARY COMMUNITY LEADERSHIP, PERSONALIZED SERVICE AND EFFECTIVE GRANTMAKING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,947,139 | ExpenseAmt |
| Grant | $16,690,822 | GrantAmt |
| Revenue | $418,880 | 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 INITIATIVES COMMITTEE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $103,500 | ExpenseAmt |
| Grant | $103,500 | GrantAmt |
| Desc | SUPPORTING OUR HEROES (FORMERLY THE PATRIOTS CONNECTION,) A PROGRAM OF THE RANCHO SANTA FE FOUNDATION, 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 MILITRARY ACTIVE & RETIRED PERSONNEL IN THE NATION. IN 2025, ACTIVE DUTY, VETERANS AND THEIR DEPENDENTS BENEFITTED FROM GRANTS TO 5 DIFFERENT ORGANIZATIONS FOR A TOTAL OF $103,500. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | RANCHO SANTA FE FOUNDATION'S HOMELESSNESS PREVENTION PROGRAM FOR 2025 IS FOCUSED ON STABILIZING SENIORS, WHO ARE THE QUICKEST GROWING POPULATION OF UNHOUSED IN SAN DIEGO COUNTY, THROUGH SMALL BUT IMPACTFUL FINANCIAL SUPPORT TO PREVENT THE FAR GREATER PERSONAL AND PUBLIC COSTS OF HOMELESSNESS.IN 2025, 1 ORGANIZATION BENEFITTED FROM A $100,000 GRANT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,000 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | RANCHO SANTA FE FOUNDATION'S FIRE PREVENTION PROGRAM SUPPORTS COMMUNITY SAFETY THROUGH GRANTS AND PARTNERSHIPS THAT INVEST IN FIRE PREVENTION, SAFETY EDUCATION, AND EMERGENCY PREPAREDNESS ACROSS SAN DIEGO COUNTY. IN 2025, 3 DIFFERENT ORGANIZATIONS BENEFITTED FROM GRANTS TOTALING $15,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $17,165,639 | 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 | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE TUBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587640519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 S RANCHO SANTA FE RD B30 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DENISE STILLINGER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA KITCHENS | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK NORLING | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL CHENOWETH | |||||||
| DIRECTOR (STARTED 5/20/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL DENNEHY | |||||||
| DIRECTOR (STARTED 3/18/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL WIESE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE DODGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANETTE PRITCHARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN LITTLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE EVANS | |||||||
| DIRECTOR (STARTED 1/21/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MONTANO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| TOM BUCHHOLZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY MITCHELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN MORAGA | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $285,000 | $0 | $22,292 | 10.00 | |
| NICOLE TUBBS | |||||||
| VP OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $154,223 | $0 | $7,711 | ||
| AMY MYERS | |||||||
| DIR. OF PHILANTHROPY (LEFT 3/7/25) | 40.00 | Yes (X) | $39,189 | $0 | $1,959 | ||
| KAREN SPRIGLE | |||||||
| COO (LEFT 2/19/25) | 30.00 | Yes (X) | $12,745 | $0 | $979 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $491,157 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,102,283 | AllOtherContributionsAmt |
| Noncash Contributions | $3,460,405 | NoncashContributionsAmt |
| Total Contributions | $10,102,283 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE REVENUE | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $418,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $418,880 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $418,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,324,830 | TotalRevenueColumnAmt |
| Exclusion | $4,324,830 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,696,344 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,530,428 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,165,916 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,165,916 | TotalRevenueColumnAmt |
| Exclusion | $3,165,916 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,011,909 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $418,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,490,746 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,909,322 | TotalAmt |
| Program Services | $16,909,322 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,226 | TotalAmt |
| Program Services | $106,318 | ProgramServicesAmt |
| Management And General | $245,068 | ManagementAndGeneralAmt |
| Fundraising | $117,840 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,399 | TotalAmt |
| Program Services | $59,408 | ProgramServicesAmt |
| Management And General | $177,243 | ManagementAndGeneralAmt |
| Fundraising | $76,748 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,722 | TotalAmt |
| Program Services | $6,046 | ProgramServicesAmt |
| Management And General | $5,485 | ManagementAndGeneralAmt |
| Fundraising | $2,191 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,245 | TotalAmt |
| Program Services | $7,026 | ProgramServicesAmt |
| Management And General | $7,873 | ManagementAndGeneralAmt |
| Fundraising | $3,346 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,105 | TotalAmt |
| Program Services | $18,035 | ProgramServicesAmt |
| Management And General | $18,035 | ManagementAndGeneralAmt |
| Fundraising | $18,035 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,961 | TotalAmt |
| Management And General | $7,961 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,584 | TotalAmt |
| Program Services | $4,935 | ProgramServicesAmt |
| Management And General | $63,402 | ManagementAndGeneralAmt |
| Fundraising | $3,247 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,199 | TotalAmt |
| Management And General | $39,199 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982 | TotalAmt |
| Program Services | $189 | ProgramServicesAmt |
| Management And General | $1,604 | ManagementAndGeneralAmt |
| Fundraising | $189 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,461 | TotalAmt |
| Fundraising | $36,461 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,935 | TotalAmt |
| Program Services | $3,645 | ProgramServicesAmt |
| Management And General | $3,645 | ManagementAndGeneralAmt |
| Fundraising | $3,645 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,544 | TotalAmt |
| Program Services | $175 | ProgramServicesAmt |
| Management And General | $64,369 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,404 | TotalAmt |
| Program Services | $33,446 | ProgramServicesAmt |
| Management And General | $45,512 | ManagementAndGeneralAmt |
| Fundraising | $33,446 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364 | TotalAmt |
| Management And General | $2,364 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,714 | TotalAmt |
| Program Services | $5,238 | ProgramServicesAmt |
| Management And General | $5,238 | ManagementAndGeneralAmt |
| Fundraising | $5,238 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,932 | TotalAmt |
| Management And General | $8,932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,441 | TotalAmt |
| Program Services | $945 | ProgramServicesAmt |
| Management And General | $17,874 | ManagementAndGeneralAmt |
| Fundraising | $622 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $21,837 | $7,279 | $7,279 | $7,279 |
| UTILITIES | $9,603 | $3,201 | $3,201 | $3,201 |
| BANK SERVICE CHARGES | $8,724 | $8,724 | ||
| PROFESSIONAL DEVELOPMEN | $2,254 | $2,254 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720 | TotalAmt |
| Program Services | $431 | ProgramServicesAmt |
| Management And General | $431 | ManagementAndGeneralAmt |
| Fundraising | $858 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,213,678 | TotalAmt |
| Program Services | $17,165,639 | ProgramServicesAmt |
| Management And General | $735,693 | ManagementAndGeneralAmt |
| Fundraising | $312,346 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,872,326 | BOYAmt |
| EOY | $3,579,042 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,998 | BOYAmt |
| EOY | $793,394 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,552 | BOYAmt |
| EOY | $157,183 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,100 | BOYAmt |
| EOY | $4,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,260 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,134 | BOYAmt |
| EOY | $16,046 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,543,992 | BOYAmt |
| EOY | $145,242,315 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,554,510 | BOYAmt |
| EOY | $56,130,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,678,612 | BOYAmt |
| EOY | $205,922,857 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,043 | BOYAmt |
| EOY | $85,540 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,939 | BOYAmt |
| EOY | $542,856 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,066,299 | BOYAmt |
| EOY | $55,708,502 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,592 | BOYAmt |
| EOY | $337,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,673,873 | BOYAmt |
| EOY | $56,674,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,087,000 | BOYAmt |
| EOY | $87,738,392 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,917,739 | BOYAmt |
| EOY | $61,509,996 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,004,739 | BOYAmt |
| EOY | $149,248,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,678,612 | BOYAmt |
| EOY | $205,922,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$201,769 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,438,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,581 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $11,709,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,736,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,269,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,966,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,102,283 | CurrentTaxYearAmt |
| Total | $74,784,621 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,709,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,736,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,269,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,966,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,102,283 | CurrentTaxYearAmt |
| Total | $74,784,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,137,198 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,647,423 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,788,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,155,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,077,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,633,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,324,830 | CurrentTaxYearAmt |
| Total | $14,980,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,764,646 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,976,104 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 151 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $10,027,682 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $15,781,865 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $87,933,096 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| 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 | $51,979,187 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,444,043 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,809,794 | GrantsOrScholarshipsAmt |
| End Year Balance | $57,613,436 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,437,159 | BeginningYearBalanceAmt |
| Contributions | $3,096,517 | ContributionsAmt |
| Investment Earnings Or Losses | $3,915,394 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,469,883 | GrantsOrScholarshipsAmt |
| End Year Balance | $51,979,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,579,397 | BeginningYearBalanceAmt |
| Contributions | $543,351 | ContributionsAmt |
| Investment Earnings Or Losses | $5,136,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,822,391 | GrantsOrScholarshipsAmt |
| End Year Balance | $47,437,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,019,419 | BeginningYearBalanceAmt |
| Contributions | $55,083 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,137,122 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $992,854 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,538 | OtherExpendituresAmt |
| Administrative Expenses | $352,591 | AdministrativeExpensesAmt |
| End Year Balance | $43,579,397 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,414,748 | BeginningYearBalanceAmt |
| Contributions | $92,822 | ContributionsAmt |
| Investment Earnings Or Losses | $5,961,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,079,290 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $370,564 | AdministrativeExpensesAmt |
| End Year Balance | $51,019,419 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01654 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69479 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28867 | 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 | $30,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,455 | DepreciationAmt |
| Book Value | $461 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,759 | DepreciationAmt |
| Book Value | $15,585 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,046 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS HELD FOR OTHER AGENCIES | $55,708,502 |
| ASSETS HELD IN CRT | $323,654 |
| LEASED OFFICE SPACE | $67,123 |
| DUE TO RELATED PARTY | $31,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,130,777 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CRT | $267,748 |
| OPERATING LEASE LIABILITY | $69,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $337,571 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,418,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,438,837 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,581 | OtherRevenueAmt |
| Revenue Not Reported | $11,445,418 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,972,582 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,199 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $128 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,327 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,011,909 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,174,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,174,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,199 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $479 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,678 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,213,678 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $55,709,000 AT DECEMBER 31, 2025. |
| 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 X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. THE FOUNDATION, HOWEVER, MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2025. AT DECEMBER 31, 2025, THE FEDERAL STATUTE OF LIMITATIONS REMAINS OPEN FOR 2023 THROUGH 2025 YEARS. THE STATUTE OF LIMITATIONS FOR THE STATE INCOME TAX RETURNS REMAINS OPEN FOR THE 2022 THROUGH 2025 YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CHARITABLE REMAINDER TRUST 6,581. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 128. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 479. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (199 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 826 NEW ORLEANS | |||||||||
| 1750 ST BERNARD AVE | NEW ORLEANS | LA | 70116 | 472743923 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| ACCESS FUND | |||||||||
| PO BOX 17010 | BOULDER | CO | 80308 | 943131165 | 501(C)(3) | $10,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| ACCOUNTABILITY BOARD INC | |||||||||
| 401 EDGEWATER PL STE 600 | WAKEFIELD | MA | 01880 | 883831974 | 501(C)(3) | $30,000 | $0 | ADVOCACY | |
| ALZHEIMER'S ASSOCIATION - LONG ISLAND | |||||||||
| 300 BROADHOLLOW RD SUITE LL100 | MELVILLE | NY | 11747 | 133039601 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| AMERICAN CANCER SOCIETY SAN DIEGO | |||||||||
| PO BOX 910549 | SAN DIEGO | CA | 92191 | 131788491 | 501(C)(3) | $28,500 | $0 | HEALTH | |
| AMERICAN HEART ASSOCIATION INC - SAN DIEGO DIVISION | |||||||||
| 9404 GENESSEE AVE STE 240 | LA JOLLA | CA | 92037 | 135613797 | 501(C)(3) | $15,000 | $0 | HEALTH | |
| AMERICAN RED CROSS SOUTHERN CALIFORNIA REGION | |||||||||
| 3950 CALLE FORTUNADA | SAN DIEGO | CA | 92123 | 530196605 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| AMPLIFIED IMPACT PARTNERS | |||||||||
| 3990 OLD TOWN AVENUE SUITE C304 | SAN DIEGO | CA | 92110 | 264671099 | 501(C)(3) | $46,500 | $0 | SOCIAL SERVICES | |
| ANIMAL CHARITY EVALUATORS | |||||||||
| 440 N BARRANCA AVE 3480 | COVINA | CA | 91723 | 364684978 | 501(C)(3) | $100,000 | $0 | ANIMAL WELFARE | |
| ART OF ELAN | |||||||||
| 6165 RADCLIFFE DR | SAN DIEGO | CA | 92122 | 208136710 | 501(C)(3) | $35,000 | $0 | ARTS & CULTURE | |
| A STEP BEYOND | |||||||||
| 340 N ESCONDIDO BLVD | ESCONDIDO | CA | 92025 | 462857532 | 501(C)(3) | $6,000 | $0 | SOCIAL SERVICES | |
| BANK OF AMERICA CHARITABLE GIFT FUND | |||||||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | 046010342 | 501(C)(3) | $3,911,015 | $0 | SOCIAL SERVICES | |
| BARRIO LOGAN COLLEGE INSTITUTE | |||||||||
| 2114 NATIONAL AVENUE | SAN DIEGO | CA | 92113 | 330771222 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| BCA ENDOWMENT FOUNDATION | |||||||||
| 2140 DURANT AVENUE | BERKELEY | CA | 94704 | 942857583 | 501(C)(3) | $10,000 | $0 | BCA ENDOWMENT FOUNDATION | |
| BEACH & COUNTRY GUILD | |||||||||
| PO BOX 3064 | RANCHO SANTA FE | CA | 92067 | 951866066 | 501(C)(3) | $20,000 | $0 | HEALTH | |
| BELOVED COMMUNITY | |||||||||
| 3157 GENTILLY BLVD | NEW ORLEANS | LA | 70122 | 813388287 | 501(C)(3) | $25,000 | $0 | CIVIC ENGAGEMENT | |
| BIG CANYON | |||||||||
| 175 BIG CANYON LANE | WANSHIP | UT | 84017 | 870686898 | 501(C)(3) | $10,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| BORDERLANDS RESTORATION NETWORK | |||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | 472581032 | 501(C)(3) | $30,000 | $0 | ENVIRONMENTAL | |
| BOYS & GIRLS CLUBS OF NORTHWEST SAN DIEGO COUNTY (BGCNWSD) | |||||||||
| 533 LOMAS SANTA FE DRIVE | SOLANA BEACH | CA | 92075 | 952470435 | 501(C)(3) | $9,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| BOYS & GIRLS CLUBS OF THE AUSTIN AREA | |||||||||
| 6648 ED BLUESTEIN BLVD | AUSTIN | TX | 78723 | 746087356 | 501(C)(3) | $15,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| BOYS TO MEN MENTORING NETWORK INC | |||||||||
| 3322 SWEETWATER SPRING BLVD 102 | SPRING VALLEY | CA | 919778142 | 330800308 | 501(C)(3) | $51,100 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| BRAD'S BLESSINGS | |||||||||
| 5922 CAMBRIDGE AVE | CINCINNATI | OH | 45320 | 831694448 | 501(C)(3) | $10,000 | $0 | RELIGIOUS | |
| BREAKTHROUGH T1D FORMERLY KNOWN AS JUVENILE DIABETES RESEARCH FOUNDATION-SA | |||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 217415021 | 231907729 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| BRIDGE2RWANDA | |||||||||
| 1818 N TAYLOR STE B 322 | LITTLE ROCK | AR | 72207 | 261205347 | 501(C)(3) | $250,000 | $0 | HUMANITARIAN-GLOBAL | |
| CAMPUS CRUSADE FOR CHRIST | |||||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | 956006173 | 501(C)(3) | $31,000 | $0 | RELIGIOUS | |
| CENTRAL TEXAS FOOD BANK | |||||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | 742217350 | 501(C)(3) | $70,000 | $0 | SOCIAL SERVICES | |
| CHALLENGED ATHLETES INC | |||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | 330739596 | 501(C)(3) | $11,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| CHRISTIAN CENTER OF PARK CITY | |||||||||
| PO BOX 683480 | PARK CITY | UT | 84068 | 870643778 | 501(C)(3) | $100,000 | $0 | SOCIAL SERVICES | |
| COASTAL ROOTS FARM | |||||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | 471570910 | 501(C)(3) | $65,100 | $0 | ENVIRONMENTAL | |
| COLLEGE AREA PREGNANCY SERVICES INC | |||||||||
| PO BOX 15115 | SAN DIEGO | CA | 92175 | 330782841 | 501(C)(3) | $22,300 | $0 | HEALTH | |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||||
| CSU COLLEGE OF AGRICULTURE | FORT COLLINS | CO | 805231101 | 237098397 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| COMMUNITY RESOURCE CENTER | |||||||||
| 650 2ND ST | ENCINITAS | CA | 92024 | 953497926 | 501(C)(3) | $26,431 | $0 | SOCIAL SERVICES | |
| CRISTO REY SAN DIEGO HIGH SCHOOL | |||||||||
| 1228 S 38TH STREET | SAN DIEGO | CA | 92113 | 821922472 | 501(C)(3) | $136,000 | $0 | EDUCATION | |
| CSU SAN MARCOS FOUNDATION | |||||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92096 | 800390564 | 501(C)(3) | $80,000 | $0 | EDUCATION | |
| CUREBOUND INC | |||||||||
| 9605 SCRANTON ROAD | SAN DIEGO | CA | 92121 | 460552414 | 501(C)(3) | $145,250 | $0 | HEALTH | |
| DESERT SCHOLARSHIP FOUNDATION | |||||||||
| 13601 WEST MCMILLAN ROAD | BOISE | ID | 83713 | 812886019 | 501(C)(3) | $50,000 | $0 | EDUCATION | |
| DOCTORS WITHOUT BORDERS | |||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 133433452 | 501(C)(3) | $25,000 | $0 | HUMANITARIAN-GLOBAL | |
| EARTHJUSTICE | |||||||||
| GIFT PROCESSING CENTER PO BOX 96346 | WASHINGTON | DC | 200776460 | 941730465 | 501(C)(3) | $10,000 | $0 | ENVIRONMENTAL | |
| EDIFY | |||||||||
| PO BOX 986500 | BOSTON | MA | 022986500 | 270892545 | 501(C)(3) | $210,000 | $0 | EDUCATION | |
| ELEMENTARY INSTITUTE OF SCIENCE | |||||||||
| 608 51ST STREET | SAN DIEGO | CA | 921142201 | 941669545 | 501(C)(3) | $8,523 | $0 | EDUCATION | |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||||
| PO BOX 845346 | LOS ANGELES | CA | 90084 | 951644609 | 501(C)(3) | $10,000 | $0 | CIVIC ENGAGEMENT | |
| FACE FOUNDATION | |||||||||
| 10505 SORRENTO VALLEY ROAD SUITE | SAN DIEGO | CA | 92121 | 205333261 | 501(C)(3) | $18,000 | $0 | ANIMAL WELFARE | 175 |
| FEEDING SAN DIEGO | |||||||||
| PO BOX 720010 | SAN DIEGO | CA | 921720010 | 260457477 | 501(C)(3) | $34,600 | $0 | SOCIAL SERVICES | |
| FELLOWSHIP OF CHRISTIAN ATHLETES- PACIFIC SOUTHWEST REGION | |||||||||
| PO BOX 231443 | ENCINITAS | CA | 92024 | 440610626 | 501(C)(3) | $50,000 | $0 | RELIGIOUS | |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||||
| PO BOX 422 | RANCHO SANTA FE | CA | 92067 | 952322997 | OTHER | $8,193 | $0 | RELIGIOUS | |
| FISTULA FOUNDATION | |||||||||
| 1700 THE ALAMEDA 300 | SAN JOSE | CA | 95126 | 770547201 | 501(C)(3) | $200,000 | $0 | HEALTH | |
| FIVE VALLEYS LAND TRUST | |||||||||
| 120 HICKORY ST STE B | MISSOULA | MT | 59801 | 237182055 | 501(C)(3) | $15,000 | $0 | SOCIAL SERVICES | |
| FLORENCE GRISWOLD MUSEUM | |||||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | 066062157 | 501(C)(3) | $6,000 | $0 | ARTS & CULTURE | |
| FOOTHILL COUNTRY DAY SCHOOL | |||||||||
| 1035 WEST HARRISON AVENUE | CLAREMONT | CA | 91711 | 951816057 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| FOUNDATION FOR WOMEN WARRIORS | |||||||||
| 1185 PARK CENTER DR SUITE R | VISTA | CA | 92081 | 205523954 | 501(C)(3) | $27,500 | $0 | MILITARY | |
| FREEDOM DOGS | |||||||||
| 521 VANDEGRIFT BLVD SUITE D | OCEANSIDE | CA | 92057 | 432106405 | 501(C)(3) | $5,500 | $0 | ANIMAL WELFARE | |
| FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY | |||||||||
| PO BOX 657 | CARDIFF BY THE SEA | CA | 92007 | 330311593 | 501(C)(3) | $16,834 | $0 | EDUCATION | |
| GRACE POINT | |||||||||
| 592 WASHINGTON CROSSING ROAD | NEWTOWN | VA | 18940 | 232212207 | 501(C)(3) | $14,500 | $0 | RELIGIOUS | |
| HARVARD BUSINESS SCHOOL | |||||||||
| PO BOX 412275 | BOSTON | MA | 022412275 | 042103580 | 501(C)(3) | $6,500 | $0 | EDUCATION | |
| HEALING HANDS OF JOY | |||||||||
| PO BOX 30431 | CHARLOTTE | NC | 28230 | 270241638 | 501(C)(3) | $20,000 | $0 | HEALTH | |
| HILLSDALE COLLEGE | |||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | 381374230 | 501(C)(3) | $5,500 | $0 | EDUCATION | |
| HOPE FOR SAN DIEGO | |||||||||
| 4075 PARK BLVD SUITE 102-348 | SAN DIEGO | CA | 92103 | 770605178 | 501(C)(3) | $7,800 | $0 | RELIGIOUS | |
| HORIZON CHRISTIAN FELLOWSHIP RANCHO SANTA FE | |||||||||
| PO BOX 9070 | RANCHO SANTA FE | CA | 92067 | 330736434 | 501(C)(3) | $24,000 | $0 | RELIGIOUS | |
| INEWSOURCE | |||||||||
| PO BOX 34546 | SAN DIEGO | CA | 92163 | 270732786 | 501(C)(3) | $27,000 | $0 | ADVOCACY | |
| INSTITUTE FOR CHRISTOFORMITY | |||||||||
| 2520 SERENADE LN | PLACERVILLE | CA | 95667 | 834337522 | 501(C)(3) | $6,000 | $0 | RELIGIOUS | |
| INSTITUTE OF CONTEMPORARY ART SAN DIEGO | |||||||||
| 1550 S EL CAMINO REAL | ENCINITAS | CA | 92024 | 951816068 | 501(C)(3) | $13,000 | $0 | ARTS & CULTURE | |
| INSULIN FOR LIFE USA INC | |||||||||
| 2555 SW 76TH ST 130 | GAINESVILLE | FL | 32608 | 460771608 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | 330457858 | 501(C)(3) | $10,000 | $0 | HUMANITARIAN-GLOBAL | |
| INTERNATIONAL RESCUE COMMITTEE SAN DIEGO | |||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | 135660870 | 501(C)(3) | $10,000 | $0 | HUMANITARIAN-GLOBAL | |
| INTERVARSITY CHRISTIAN FELLOWSHIP - USA | |||||||||
| PO BOX 7895 | MADISON | WI | 537077895 | 362171714 | 501(C)(3) | $10,000 | $0 | RELIGIOUS | |
| JACKIE ROBINSON YMCA | |||||||||
| 151 YMCA WAY | SAN DIEGO | CA | 92102 | 811048646 | 501(C)(3) | $15,000 | $0 | HEALTH | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 921212320 | 204374795 | 501(C)(3) | $17,000 | $0 | SOCIAL SERVICES | |
| JASMINE ROAD | |||||||||
| PO BOX 25452 | GREENVILLE | SC | 29616 | 814552155 | 501(C)(3) | $20,000 | $0 | SOCIAL SERVICES | |
| JESSE LEWIS CHOOSE LOVE FOUNDATION | |||||||||
| PO BOX 605 | NEWTOWN | CT | 06470 | 461931751 | 501(C)(3) | $6,200 | $0 | RELIGIOUS | |
| JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | |||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | 952504044 | 501(C)(3) | $75,000 | $0 | RELIGIOUS | |
| JUST IN TIME FOR FOSTER YOUTH | |||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | 205448416 | 501(C)(3) | $16,500 | $0 | ADVOCACY | |
| KRAEMER ENDOWMENT FOUNDATION | |||||||||
| 2119 EAST MADISON AVENUE | EL CAJON | CA | 92019 | 330573935 | 501(C)(3) | $30,000 | $0 | HEALTH | |
| LA JOLLA INSTITUTE FOR IMMUNOLOGY | |||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | 330328688 | 501(C)(3) | $30,000 | $0 | HEALTH | |
| LA JOLLA PLAYHOUSE | |||||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | 951941117 | 501(C)(3) | $101,500 | $0 | ARTS & CULTURE | |
| LANDMARK CHURCH | |||||||||
| 3338 DIAMOND CANYON ROAD | DIAMOND BAR | CA | 91765 | 953105610 | 501(C)(3) | $30,000 | $0 | RELIGIOUS | |
| LASALLE COLLEGE HIGH SCHOOL | |||||||||
| 8605 CHELTENHAM AVENUE | WYNDMOOR | VA | 19038 | 231731340 | 501(C)(3) | $50,000 | $0 | EDUCATION | |
| LEADERSHIP INSTITUTE | |||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | 510235174 | 501(C)(3) | $10,000 | $0 | CIVIC ENGAGEMENT | |
| LEGACY PLUS FOUNDATION | |||||||||
| 6500 MAIN STREET | WILLIAMSVILLE | NY | 14221 | 921216038 | 501(C)(3) | $50,000 | $0 | CIVIC ENGAGEMENT | |
| LIBRARY GUILD OF RANCHO SANTA FE INC | |||||||||
| PO BOX 348 | RANCHO SANTA FE | CA | 92067 | 956091588 | 501(C)(3) | $22,367 | $0 | ARTS & CULTURE | |
| LITTLE LEAGUE BASEBALL INC BORREGO SPRINGS | |||||||||
| PO BOX 844 | BORREGO SPRINGS | CA | 920040844 | 237005943 | 501(C)(3) | $7,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| LUCKY DUCK FOUNDATION | |||||||||
| 5675 RUFFIN ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 203324885 | 501(C)(3) | $110,000 | $0 | SOCIAL SERVICES | |
| MAINLY MOZART | |||||||||
| 404 EUCLID AVENUE 221 | SAN DIEGO | CA | 92114 | 330320305 | 501(C)(3) | $10,000 | $0 | ARTS & CULTURE | |
| MARANATHA CHAPEL | |||||||||
| 10752 COASTWOOD ROAD | SAN DIEGO | CA | 92127 | 330070042 | 501(C)(3) | $8,300 | $0 | RELIGIOUS | |
| MARY TYLER MOORE VISION INITIATIVE | |||||||||
| 33 MONTAUK HWY PO BOX 2029 | QUOGUE | NY | 11959 | 884338184 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| MCALISTER INSTITUTE | |||||||||
| 1400 N JOHNSON AVENUE SUITE 101 | EL CAJON | CA | 92020 | 953140767 | 501(C)(3) | $49,850 | $0 | CIVIC ENGAGEMENT | |
| MERCY CHEFS INC | |||||||||
| 711 WASHINGTON STREET | PORTSMOUTH | VA | 23704 | 205050449 | 501(C)(3) | $20,000 | $0 | SOCIAL SERVICES | |
| MIRACOSTA COLLEGE FOUNDATION | |||||||||
| 1 BARNARD DRIVE MS 7 | OCEANSIDE | CA | 920569989 | 956151938 | 501(C)(3) | $10,000 | $0 | EDUCATION | |
| MIRAGLO FOUNDATION | |||||||||
| PO BOX 1270 | LA JOLLA | CA | 92038 | 452499438 | 501(C)(3) | $350,000 | $0 | HEALTH | |
| MIRAMAR NATIONAL CEMETERY SUPPORT FOUNDATION | |||||||||
| 6906 MIRAMAR ROAD SUITE C-142 | SAN DIEGO | CA | 92121 | 651277308 | 501(C)(3) | $200,000 | $0 | AGING | |
| MISSION EDGE SAN DIEGOBRO-AM | |||||||||
| PO BOX 102894 | PASADENA | CA | 911892894 | 272938491 | 501(C)(3) | $13,750 | $0 | EDUCATION | |
| MONARCH SCHOOL | |||||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | 330871354 | 501(C)(3) | $31,000 | $0 | EDUCATION | |
| MORGAN STANLEY GIFT FUND | |||||||||
| 2000 WESTCHESTER AVE FLOOR 2 | PURCHASE | NY | 10577 | 527082731 | 501(C)(3) | $102,726 | $0 | EDUCATION | |
| MOTHER OF DIVINE GRACE SCHOOL | |||||||||
| 407 BRYANT CIRCLE SUITE C | OJAI | CA | 93023 | 208607181 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| NATIVITY PREP ACADEMY | |||||||||
| 4463 COLLEGE AVE | SAN DIEGO | CA | 92115 | 330886247 | 501(C)(3) | $317,500 | $0 | EDUCATION | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $30,000 | $0 | ENVIORNMENTAL | |
| NATURE & CULTURE INTERNATIONAL | |||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | 330773524 | 501(C)(3) | $150,000 | $0 | ARTS & CULTURE | |
| NAVIGATION CHARITABLE FUND DBA THE NAVIGATION FUND | |||||||||
| 2991 SACRAMENTO ST | BERKELEY | CA | 94702 | 921117448 | 501(C)(3) | $130,000 | $0 | ENVIORNMENTAL | |
| NOAH HOMES INC | |||||||||
| 12526 CAMPO ROAD | SPRING VALLEY | CA | 919782329 | 953821566 | 501(C)(3) | $10,300 | $0 | SOCIAL SERVICES | |
| NORTH COAST CHURCH | |||||||||
| 2405 NORTH SANTA FE DRIVE | VISTA | CA | 92084 | 953265364 | 501(C)(3) | $15,000 | $0 | RELIGIOUS | |
| NSN AYITI INC | |||||||||
| PO BOX 2042 | WEATHERFORD | TX | 76086 | 833652276 | 501(C)(3) | $12,000 | $0 | RELIGIOUS | |
| OCEAN DISCOVERY INSTITUTE | |||||||||
| 4255 THORN STREET | SAN DIEGO | CA | 92105 | 330862531 | 501(C)(3) | $30,000 | $0 | ANIMAL WELFARE | |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||
| 19200 VON KARMAN AVE STE 700 | IRVINE | CA | 92612 | 330378778 | 501(C)(3) | $2,475,371 | $0 | CIVIC ENGAGEMENT | |
| PACIFIC RIDGE SCHOOL | |||||||||
| 6269 EL FUERTE | CARLSBAD | CA | 92009 | 861061606 | 501(C)(3) | $20,000 | $0 | EDUCATION | |
| PALOMAR COLLEGE FOUNDATION | |||||||||
| 1140 WEST MISSION ROAD | SAN MARCOS | CA | 920691487 | 956094128 | 501(C)(3) | $8,500 | $0 | EDUCATION | |
| PARKS & PEOPLE INC | |||||||||
| 2100 LIBERTY HEIGHTS | BALTIMORE | MD | 21217 | 521349346 | 501(C)(3) | $150,000 | $0 | ENVIORNMENTAL | |
| PEACE LOVE TOTE FOUNDATION | |||||||||
| 2382 WINDMILL CREEK ROAD | CHINO HILLS | CA | 91709 | 832848801 | 501(C)(3) | $53,000 | $0 | HEALTH | |
| PEOPLE FOR PSEO | |||||||||
| 1360 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | 830768109 | 501(C)(3) | $10,000 | $0 | EDUCATION | |
| PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST | |||||||||
| 1075 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | 956111785 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| PLEASANTS COUNTY LIBRARY | |||||||||
| 101 LAFAYETTE STREET | ST MARYS | WV | 26170 | 550596254 | GOVT ENTITY | $12,280 | $0 | EDUCATION | |
| POSITIVE COACHING ALLIANCE | |||||||||
| PO BOX 103916 | PASADENA | CA | 911893916 | 770485946 | 501(C)(3) | $32,500 | $0 | EDUCATION | |
| PRAGER UNIVERSITY FOUNDATION | |||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | 271763901 | 501(C)(3) | $42,500 | $0 | ADVOCACY | |
| PRESBYTERIAN CHURCH OF BIG WOOD | |||||||||
| PO BOX 660 | KETCHUM | ID | 833400660 | 820374595 | 501(C)(3) | $12,000 | $0 | RELIGIOUS | |
| PROJECT NEXT (FORMERLY THE SAN MARCOS PROMISE) | |||||||||
| 810 LOS VALLECITOS BLVD | SAN MARCOS | CA | 92069 | 465460510 | 501(C)(3) | $7,000 | $0 | CIVIC ENGAGEMENT | |
| RACHELS NETWORK INC | |||||||||
| 1250 24TH ST NW | WASHINGTON DC | DC | 20037 | 311644905 | 501(C)(3) | $70,000 | $0 | CIVIC ENGAGEMENT | |
| RANCHO COASTAL HUMANE SOCIETY | |||||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | 952151583 | 501(C)(3) | $16,035 | $0 | ANIMAL WELFARE | |
| RANCHO SANTA FE COMMUNITY CENTER | |||||||||
| PO BOX 1834 | RANCHO SANTA FE | CA | 92067 | 952842837 | 501(C)(3) | $10,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| RANCHO SANTA FE FIRE DISTRICT FOUNDATION | |||||||||
| 20223 ELFIN FOREST RD | ESCONDIDO | CA | 92029 | 330004138 | 501(C)(3) | $21,500 | $0 | CIVIC ENGAGEMENT | |
| RANCHO SANTA FE HISTORICAL SOCIETY | |||||||||
| PO BOX 1 | RANCHO SANTA FE | CA | 920670001 | 330088236 | 501(C)(3) | $22,000 | $0 | CIVIC ENGAGEMENT | |
| RANCHO SANTA FE SENIOR CENTER | |||||||||
| PO BOX 223 | RANCHO SANTA FE | CA | 92067 | 956113493 | 501(C)(3) | $29,914 | $0 | AGING | |
| RANCHO SANTA FE WOMEN'S FUND | |||||||||
| PO BOX 7135 | RANCHO SANTA FE | CA | 92067 | 933957288 | 501(C)(3) | $159,761 | $0 | CIVIC ENGAGEMENT | |
| RAWSON SAUNDERS SCHOOL | |||||||||
| 2614A EXPOSITION BLVD | AUSTIN | TX | 78703 | 742820712 | 501(C)(3) | $10,000 | $0 | EDUCATION | |
| REIMAGINE | |||||||||
| PO BOX 411601 | SAN FRANCISCO | CA | 94141 | 311783556 | 501(C)(3) | $10,000 | $0 | SOCIAL SERVICES | |
| REINS THERAPEUTIC HORSEMANSHIP PROGRAM | |||||||||
| PO BOX 1283 | BONSALL | CA | 92003 | 330035455 | 501(C)(3) | $30,000 | $0 | ANIMAL WELFARE | |
| RETRIEVERS AND FRIENDS OF SOUTHERN CA INC | |||||||||
| PO BOX 1822 | TEMECULA | CA | 92593 | 270443768 | 501(C)(3) | $42,000 | $0 | ANIMAL WELFARE | |
| ROCK RIDE ON CENTER FOR KIDS | |||||||||
| POBOX 2422 | GEORGETOWN | TX | 78627 | 742917659 | 501(C)(3) | $185,000 | $0 | SOCIAL SERVICES | |
| SAFE GOGO GRANDMOTHERS | |||||||||
| PO BOX 2531 | VISTA | CA | 92085 | 953406505 | 501(C)(3) | $6,000 | $0 | RELIGIOUS | |
| SAINT JEANNE DE LESTONNAC SCHOOL | |||||||||
| 32650 AVENIDA LESTONNAC | TEMECULA | CA | 92592 | 952462907 | 501(C)(3) | $24,359 | $0 | EDUCATION | |
| SAMARITAN'S PURSE | |||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $58,500 | $0 | HEALTH | |
| SAN DIEGO BOTANIC GARDEN | |||||||||
| PO BOX 230005 | ENCINITAS | CA | 920230005 | 956120581 | 501(C)(3) | $52,000 | $0 | ENVIORNMENTAL | |
| SAN DIEGO COASTKEEPER | |||||||||
| 8305 VICKERS STREET | SAN DIEGO | CA | 92111 | 330647946 | 501(C)(3) | $30,000 | $0 | ENVIORNMENTAL | |
| SAN DIEGO FOUNDATION | |||||||||
| 2508 HISTORIC DECATUR RD 200 | SAN DIEGO | CA | 92106 | 952942582 | 501(C)(3) | $51,000 | $0 | HUMANITARIAN-GLOBAL | |
| SAN DIEGO HUMANE SOCIETY | |||||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | 951661688 | 501(C)(3) | $56,054 | $0 | ANIMAL WELFARE | |
| SAN DIEGO REGIONAL FIRE FOUNDATION | |||||||||
| 2508 HISTORIC DECATUR RD SUITE 200 | SAN DIEGO | CA | 921066138 | 330386687 | 501(C)(3) | $22,000 | $0 | CIVIC ENGAGEMENT | |
| SAN DIEGO RESCUE MISSION INC | |||||||||
| PO BOX 80427 | SAN DIEGO | CA | 921380427 | 951874073 | 501(C)(3) | $10,400 | $0 | SOCIAL SERVICES | |
| SAN DIEGO ROWING CLUB | |||||||||
| PO BOX 99856 | SAN DIEGO | CA | 92169 | 951185630 | 501(C)(3) | $10,000 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| SANTA FE CHRISTIAN SCHOOLS | |||||||||
| 838 ACADEMY DRIVE | SOLANA BEACH | CA | 92075 | 330103052 | 501(C)(3) | $34,950 | $0 | EDUCATION | |
| SCARLET SPARK | |||||||||
| 100 MACK RD | BANGOR | PA | 18013 | 872766762 | 501(C)(3) | $25,000 | $0 | ANIMAL WELFARE | |
| SCRIPPS HEALTH FOUNDATION | |||||||||
| PO BOX 2669 | LA JOLLA | CA | 920382669 | 951684089 | 501(C)(3) | $53,750 | $0 | HEALTH | |
| SOLANA BEACH PRESBYTERIAN CHURCH | |||||||||
| 120 STEVENS AVENUE | SOLANA BEACH | CA | 920752039 | 952129111 | 501(C)(3) | $37,000 | $0 | RELIGIOUS | |
| SOLUTIONS FOR CHANGE INC | |||||||||
| 722 W CALIFORNIA AVENUE | VISTA | CA | 92083 | 330902617 | 501(C)(3) | $6,000 | $0 | RELIGIOUS | |
| SONORAN INSTITUTE | |||||||||
| 5049 E BROADWAY BLVD SUITE 127 | TUCSON | AZ | 85711 | 860684610 | 501(C)(3) | $50,000 | $0 | EDUCATION | |
| SOUTHERN CA GOLDEN RETRIEVER RESCUE | |||||||||
| PO BOX 25698 | LOS ANGELES | CA | 90025 | 300454968 | 501(C)(3) | $35,000 | $0 | ANIMAL WELFARE | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||||
| PO BOX 89367 | TAMPA | FL | 33689 | 521183585 | 501(C)(3) | $12,500 | $0 | SOCIAL SERVICES | |
| ST AUGUSTINE ACADEMY | |||||||||
| PO BOX 4506 | VENTURA | CA | 93004 | 770379150 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| ST CLARE OF ASSISI CATHOLIC SCHOOL | |||||||||
| 31622 US HWY 6 | EDWARDS | CO | 81632 | 841237387 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| STEP | |||||||||
| PO BOX 26747 | SAN DIEGO | CA | 92196 | 203051279 | 501(C)(3) | $89,500 | $0 | MILITARY | |
| ST JOHN SCHOOL | |||||||||
| 1003 ENCINITAS BLVD | ENCINITAS | CA | 92024 | 273974051 | 501(C)(3) | $38,000 | $0 | EDUCATION | |
| ST JOSEPH ACADEMY | |||||||||
| 500 LAS FLORES DRIVE | SAN MARCOS | CA | 92078 | 330643364 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $20,000 | $0 | HEALTH | |
| ST MADELEINE SOPHIE'S TRAINING CENTER | |||||||||
| 2119 E MADISON AVENUE | EL CAJON | CA | 920191111 | 951957332 | 501(C)(3) | $16,000 | $0 | SOCIAL SERVICES | |
| SUPPORTABILITY | |||||||||
| PO BOX 4885 | IRVINE | CA | 92616 | 330953584 | 501(C)(3) | $12,000 | $0 | ANIMAL WELFARE | |
| TAKING CONTROL OF YOUR DIABETES | |||||||||
| 5720 OBERLIN DRIVE SUITE 150 | SAN DIEGO | CA | 92121 | 330794608 | 501(C)(3) | $15,000 | $0 | HEALTH | |
| TEAM RUBICON | |||||||||
| 5230 PACIFIC CONCOURSE DR | LOS ANGELES | CA | 90045 | 271720480 | 501(C)(3) | $20,000 | $0 | CIVIC ENGAGEMENT | |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||||
| 612 E LAMAR BLVD | ARLINGTON | TX | 76011 | 752022128 | 501(C)(3) | $20,000 | $0 | HEALTH | |
| THE ARC OF SAN DIEGO | |||||||||
| 3030 MARKET STREET | SAN DIEGO | CA | 92102 | 951863913 | 501(C)(3) | $16,000 | $0 | HEALTH | |
| THE BREATHING ROOM | |||||||||
| PO BOX 287 | JENKINTOWN | PA | 19046 | 232916337 | 501(C)(3) | $40,000 | $0 | HEALTH | |
| THE ESCONDIDO CREEK CONSERVANCY | |||||||||
| PO BOX 460791 | ESCONDIDO | CA | 92046 | 330497525 | 501(C)(3) | $5,500 | $0 | ENVIORNMENTAL | |
| THE HUMANE LEAGUE | |||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | 043817491 | 501(C)(3) | $120,000 | $0 | ANIMAL WELFARE | |
| THE KIDS COLLEGE | |||||||||
| 380 SOUTH MELROSE DRIVE SUITE 356 | VISTA | CA | 92081 | 330933622 | 501(C)(3) | $15,000 | $0 | EDUCATION | |
| THE LYCEUM | |||||||||
| 1545 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | 320079287 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| THE MIRACLE LEAGUE OF SAN DIEGO | |||||||||
| 1420 KETTNER BLVD SUITE 204 | SAN DIEGO | CA | 92101 | 202669967 | 501(C)(3) | $62,500 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| THE OLD GLOBE | |||||||||
| PO BOX 122171 | SAN DIEGO | CA | 921122171 | 951543396 | 501(C)(3) | $109,000 | $0 | ARTS & CULTURE | |
| THE VILLAGE CHURCH | |||||||||
| PO BOX 704 | RANCHO SANTA FE | CA | 92067 | 956006164 | 501(C)(3) | $116,900 | $0 | RELIGIOUS | |
| THRIVE ANIMAL RESCUE INC | |||||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | 471119172 | 501(C)(3) | $15,000 | $0 | ANIMAL WELFARE | |
| TRI-CITY CHRISTIAN SCHOOL | |||||||||
| 302 N EMERALD DRIVE | VISTA | CA | 92083 | 951950608 | 501(C)(3) | $25,000 | $0 | EDUCATION | |
| TURNING POINT USA | |||||||||
| 4940EASTBEVERLYROAD | PHOENIX | AZ | 85044 | 800835023 | 501(C)(3) | $78,000 | $0 | RELIGIOUS | |
| UC DAVIS FOUNDATION | |||||||||
| UC DAVIS GIFT ADMINISTRATION | DAVIS | CA | 95618 | 946081352 | 501(C)(3) | $15,000 | $0 | EDUCATION | |
| UC SAN DIEGO FOUNDATION | |||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | 952872494 | 501(C)(3) | $1,020,500 | $0 | EDUCATION | |
| UCSD SHILEY EYE INSTITUTE | |||||||||
| 9415 CAMPUS POINT DRIVE MC 0946 | LA JOLLA | CA | 920930946 | 952872494 | 501(C)(3) | $10,000 | $0 | HEALTH | |
| UNDER THE SUN FOUNDATION | |||||||||
| 5017 MARLBOROUGH DRIVE | SAN DIEGO | CA | 92116 | 821632182 | 501(C)(3) | $180,000 | $0 | ARTS & CULTURE | |
| UNITED THROUGH READING | |||||||||
| 1455 FRAZEE ROAD SUITE 500 | SAN DIEGO | CA | 92108 | 330373000 | 501(C)(3) | $25,000 | $0 | MILITARY | |
| UNITED WAY OF SAN DIEGO COUNTY | |||||||||
| 4699 MURPHY CANYON RD | SAN DIEGO | TX | 92123 | 952213995 | 501(C)(3) | $31,000 | $0 | CIVIC ENGAGEMENT | |
| UT SOUTHWESTERN MONCRIEF CANCER INSTITUTE | |||||||||
| PO BOX 910888 | DALLAS | TX | 753910888 | 752655008 | 501(C)(3) | $25,000 | $0 | HEALTH | |
| VALLEY VIEW CHRISTIAN CHURCH | |||||||||
| 11004 WILDFIELD LANE | LITTLETON | CO | 80125 | 840706529 | 501(C)(3) | $15,000 | $0 | RELIGIOUS | |
| VENTURE CHURCH | |||||||||
| 777 SANTA FE DR | ENCINITAS | CA | 92024 | 824204224 | 501(C)(3) | $24,000 | $0 | RELIGIOUS | |
| VETSAID INC | |||||||||
| 200 E JEFFERSON ST | FALLS CHURCH | VA | 22046 | 812822654 | 501(C)(3) | $10,000 | $0 | SOCIAL SERVICES | |
| VETS VETERANS EXPLORING TREATMENT SOLUTIONS | |||||||||
| PO BOX 92040 | SOUTHLAKE | TX | 76092 | 841956561 | 501(C)(3) | $30,000 | $0 | SOCIAL SERVICES | |
| VIA VERITAS INC | |||||||||
| 345 FRAZIER AVENUE UNIT 205 | CHATTANOOGA | TN | 37405 | 454885299 | 501(C)(3) | $13,000 | $0 | RELIGIOUS | |
| VICTORIA FALLS WILDLIFE FUND | |||||||||
| PO BOX 23182 | SAN DIEGO | CA | 92193 | 986061293 | 501(C)(3) | $10,000 | $0 | ANIMAL WELFARE | |
| VISION OF CHILDREN FOUNDATION | |||||||||
| 12555 HIGH BLUFF DR SUITE 330 | SAN DIEGO | CA | 92130 | 954271785 | 501(C)(3) | $16,640 | $0 | HEALTH | |
| VISTA COMMUNITY CLINIC | |||||||||
| 1000 VALE TERRACE | VISTA | CA | 92084 | 952815615 | 501(C)(3) | $200,000 | $0 | HEALTH | |
| WAYFORWARD | |||||||||
| 3507 N LAMAR BLVD300154 | AUSTIN | TX | 78705 | 472662470 | 501(C)(3) | $62,022 | $0 | SOCIAL SERVICES | |
| WE CHARITY | |||||||||
| 6500 MAIN STREET 5 | WILLIAMSVILLE | NY | 14221 | 161533544 | 501(C)(3) | $250,000 | $0 | CIVIC ENGAGEMENT | |
| WELLBEING FOUNDATION AMERICA INC | |||||||||
| 6500 MAIN ST SUITE 5 | WILLIAMSVILLE | NY | 14221 | 834588770 | 501(C)(3) | $150,000 | $0 | SOCIAL SERVICES | |
| WEST LAKE HILLS PRESBYTERIAN CHURCH FOUNDATION | |||||||||
| 7127 BEE CAVE ROAD | AUSTIN | TX | 78746 | 200031358 | 501(C)(3) | $50,000 | $0 | RELIGIOUS | |
| WILDCOAST | |||||||||
| 2010 JIMMY DURANTE BLVD | DEL MAR | CA | 92014 | 770536297 | 501(C)(3) | $35,240 | $0 | ANIMAL WELFARE | |
| WILD EARTH SOCIETY INC | |||||||||
| PO BOX 243 | SALT LAKE CITY | UT | 84110 | 161402497 | 501(C)(3) | $100,000 | $0 | ENVIORNMENTAL | |
| WINDWALKERS | |||||||||
| PO BOX 504 | CARBONDALE | CO | 81623 | 383716992 | 501(C)(3) | $10,000 | $0 | ANIMAL WELFARE | |
| WORKSHOPS FOR WARRIORS | |||||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | 261721255 | 501(C)(3) | $102,500 | $0 | MILITARY | |
| WORLD CENTRAL KITCHEN | |||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | 273521132 | 501(C)(3) | $62,640 | $0 | HUMANITARIAN-GLOBAL | |
| WORLD OUTREACH MINISTRIES INC | |||||||||
| PO BOX B | MARIETTA | GA | 30061 | 581387722 | 501(C)(3) | $6,000 | $0 | RELIGIOUS | |
| WORLD VISION INC | |||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | 951922279 | 501(C)(3) | $85,500 | $0 | ADVOCACY | |
| WOUNDED WARRIOR PROJECT INC | |||||||||
| DONOR CARE CENTER | TOPEKA | KS | 666758540 | 202370934 | 501(C)(3) | $12,000 | $0 | MILITARY | |
| YESTERDAY'S GONE | |||||||||
| 2800 E WHITESTONE BLVD STE 120 PMB | CEDAR PARK | TX | 78613 | 921493729 | 501(C)(3) | $125,000 | $0 | SOCIAL SERVICES | 163 |
| YOUNG LIFE | |||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | 840385934 | 501(C)(3) | $12,500 | $0 | RELIGIOUS | |
| YOUNG LIFE - INNER CITY SAN DIEGO | |||||||||
| 4193 UNIVERSITY AVENUE 5906 | SAN DIEGO | CA | 92105 | 840385934 | 501(C)(3) | $30,000 | $0 | RELIGIOUS | |
| YOUNG LIFE - NORTH COUNTY | |||||||||
| PO BOX 5186 | BOONE | IA | 50950 | 840385934 | 501(C)(3) | $12,500 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| YOUNG LIFE - RANCHO DEL SOL | |||||||||
| PO BOX 733 | SOLANA BEACH | CA | 92075 | 840385934 | 501(C)(3) | $10,400 | $0 | RECREATION/SPORTS/ACTIVITIES | |
| ZERO8HUNDRED | |||||||||
| 4699 MURPHY CANYON ROAD SUITE 104 | SAN DIEGO | CA | 92123 | 831268486 | 501(C)(3) | $25,000 | $0 | MILITARY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 199 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 INFORMS THE GRANTEES OF THEIR OBLIGATIONS NOT TO 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN MORAGA | ||||||||||||||
| PRESIDENT & CEO | $285,000 | $0 | $0 | $0 | $0 | $0 | $9,782 | $0 | $12,510 | $0 | $307,292 | $0 | $0 | $0 |
| NICOLE TUBBS | ||||||||||||||
| VP OF FINANCE & OPERATIONS | $154,223 | $0 | $0 | $0 | $0 | $0 | $7,711 | $0 | $0 | $0 | $161,934 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,460,405 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | THE FOUNDATION USES THE SERVICES OF UBS FINANCIAL SERVICES, INC. TO ACCEPT GIFTS OF PUBLIC SECURITIES ON OUR BEHALF, TO SELL THOSE SECURITIES AND FORWARD THE PROCEEDS FROM SUCH SALES TO OUR CHECKING ACCOUNT AT BANK OF AMERICA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE PRESIDENT & CEO FOR ACCURACY AND COMPLETENESS. A FULL FILING COPY WAS PROVIDED ELECTRONICALLY TO ALL THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS MUST COMPLY WITH ALL REQUIREMENTS OF MEMBERSHIP ON THE RANCHO SANTA FE FOUNDATION BOARD OF DIRECTORS. ANNUALLY A REQUEST IS MADE FOR MEMBERS OF GOVERNANCE AND MANAGEMENT TO COMPLETE THE FOUNDATION'S INTERESTED PERSONS QUESTIONNAIRE. BEYOND THE INTERESTED PERSONS QUESTIONNAIRE, THE BOARD CHAIRMAN WILL ROUTINELY ASK BOARD MEMBERS TO RECUSE THEMSELVES FROM VOTING ON ISSUES AT MEETING THAT WOULD CREATE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE CEO IS SET BY THE EXECUTIVE COMMITTEE, BASED UPON COMPETITIVE SALARY DATA REVIEWED AND THE ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND TAX RETURNS ARE POSTED ON THE ORGANIZATION'S WEBSITE AS WELL AS THE GUIDESTAR WEBSITE. HARD COPIES OF THESE DOCUMENTS AS WELL AS MEETING MINUTES, ARTICLES OF INCORPORATION, BYLAWS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 6,581. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSFF CHARITABLE SPECIAL ASSETS FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 811 | AddressLine1Txt |
| City | RANCHO SANTA FE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320194805 | EIN |
| Primary Activities | ACCEPTANCE OF REAL ESTATE AND OTHER NON-CASH DONATONS FOR THE RSFF | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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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