COASTAL COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COASTAL COMMUNITY FOUNDATION (EIN 33-0216692)
Tax period
2024-01-01 to 2024-07-15
Filed
2025-02-24
IRS object ID
202530559349300993
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-24T17:38:44-06:00ReturnTs
Tax Period End2024-07-15TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952694444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONSIDINE & CONSIDINEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18989 RIO SAN DIEGO DRIVE SUITE 250AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921081604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330216692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COASTAL COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOASBusinessNameControlTxt
Phone7609429245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12508 HISTORIC DECATUR RD STE 200AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTI YANOVERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7609429245PhoneNum
Signature2025-02-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUKAS DAVISPreparerPersonNm
PTINP00668234PTIN
Phone6192311977PhoneNum
Preparation2025-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Final ReturnYes (X)FinalReturnInd
Principal OfficerKRISTI YANOVERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12508 HISTORIC DECATUR RD STE 200AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$478,510GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCOASTALFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION HELPS DONORS WITH THEIR CHARITABLE GOALS AND OFFERS GRANTMAKING PROGRAMS THAT SUPPORT NONPROFITS , PRIMARILY IN NORTH COUNTY.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$929,874PYContributionsGrantsAmt
CY Contributions Grants$276,416CYContributionsGrantsAmt
PY Program Service Revenue$134,462PYProgramServiceRevenueAmt
CY Program Service Revenue$74,356CYProgramServiceRevenueAmt
PY Investment Income$346,676PYInvestmentIncomeAmt
CY Investment Income$111,753CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$15,985CYOtherRevenueAmt
PY Total Revenue$1,411,012PYTotalRevenueAmt
CY Total Revenue$478,510CYTotalRevenueAmt
PY Grants And Similar Paid$838,601PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$536,875CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$217,090PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$99,559CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,266CYTotalFundraisingExpenseAmt
PY Other Expenses$240,535PYOtherExpensesAmt
CY Other Expenses$140,102CYOtherExpensesAmt
PY Total Expenses$1,296,226PYTotalExpensesAmt
CY Total Expenses$776,536CYTotalExpensesAmt
PY Revenues Less Expenses$114,786PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$298,026CYRevenuesLessExpensesAmt
Total Assets BOY$10,166,430TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$1,950,343TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,216,087NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF COASTAL COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN SAN DIEGO NORTH COUNTY BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$716,196ExpenseAmt
Grant$536,875GrantAmt
Revenue$90,341RevenueAmt
DescTHE FOUNDATION GRANTED $536,875 IN 2024. 88% OF THE GRANTS MADE IN 2024 SUPPORTED SAN DIEGO COUNTY NONPROFITS AND COMMUNITY PROJECTS. DONOR ADVISORS MAKE RECOMMENDATIONS TO THE FOUNDATION FOR GRANT DISTRIBUTIONS FROM THEIR FUNDS. GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS. GRANTS SUPPORT A WIDE VARIETY OF NONPROFIT ORGANIZATIONS LOCALLY, REGIONALLY AND NATIONALLY.COASTAL COMMUNITY FOUNDATION FULFILLS OUR MISSION BY PROVIDING A FLEXIBLE WAY FOR DONORS WITH VARIED PHILANTHROPIC DESIRES THROUGH ITS SERVICES TO INCLUDE SETTING UP DONOR ADVISED FUNDS (DAFS) IN WHICH A DONOR CAN CONTRIBUTE ASSETS TO THEIR FUND AT ANY TIME AND MAKE GRANT RECOMMENDATIONS TO THE FOUNDATION TO SUPPORT NONPROFIT ORGANIZATIONS OR CAUSES OF THEIR CHOICE; FIELD OF INTEREST FUNDS IN WHICH A DONOR CAN CONTRIBUTE AND PARTICIPATE IN GRANT AWARDS IN A FOCUSED PROGRAM AREA; DESIGNATED FUNDS ALLOWING A DONOR TO SUPPORT ONE OR MORE NAMED ORGANIZATIONS IN PERPETUITY; SCHOLARSHIP FUNDS TO BENEFIT STUDENTS OF ANY AGE OR EDUCATION LEVEL; AGENCY FUNDS WHERE OTHER NONPROFIT ORGANIZATIONS CAN INVEST THEIR OWN PERMANENT ENDOWMENTS THROUGH THE FOUNDATION; GIVING CIRCLES (HAND TO HAND, SOLANA BEACH FUND, ENCINITAS FUND, AND GIVING WITH IMPACT) WHICH IS COMPRISED OF LIKE-MINDED INDIVIDUALS WHO COMBINE THEIR GIFTS INTO ONE FUND AND SHARE IN THE GRANT MAKING DECISIONS; AND PROJECT FUNDS CAN BE INVESTED IN BY COMMUNITY MEMBERS RESPONDING TO A CAMPAIGN INITIATED BY THE FOUNDATION TO MEET A COMMUNITY NEED.COASTAL COMMUNITY FOUNDATION HAS DISCRETIONARY, COMPETITIVE GRANT PROGRAMS AND SCHOLARSHIPS. APPLICATIONS ARE POSTED ONLINE WHEN OPEN AND APPLICATIONS MANAGED THROUGH THE FOUNDANTION ONLINE APPLICATION PORTAL BY BOTH APPLICANT AND COMMITTEE MEMBERS REVIEWING PROPOSALS. EACH OF THE FUNDING OPPORTUNITIES ARE LED BY COMMUNITY MEMBERS MAKING RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR FINAL AWARD OF GRANTS TO DESERVING ORGANIZATIONS IN SAN DIEGO.BETTY SCALICE FOUNDATION (MUSIC): GRANTS FOR NONPROFIT, SCHOOL-BASED MUSIC PROGRAMS SERVING SAN DIEGO COUNTY.EDVENTURES EDUCATION PATHWAYS GRANT PROGRAM: CAREER AND TECHNICAL EDUCATION (CTE) TEACHERS IN MIDDLE AND HIGH SCHOOLS FROM SAN DIEGUITO UNIFIED SCHOOL DISTRICT WHO TEACH IN ONE OF THE PATHWAYS PROGRAMS ARE ELIGIBLE TO APPLY. GRANTS ARE MADE FOR CREATIVE EDUCATIONAL PROJECTS THAT STIMULATE LEARNING AND ENHANCE THE PATHWAYS CURRICULUM.ENCINITAS FUND: SERVES TO ADDRESS LOCAL NEEDS AND TO ENCOURAGE PHILANTHROPY WITH GRANTS MADE TO A VARIETY OF ORGANIZATIONS FOR THE BENEFIT OF ENCINITAS AND ALL ITS COMMUNITIES.HAND TO HAND GIVING CIRCLE: THIS GRANT PROGRAM MAKES AN IMPACT ON THE LIVES OF WOMEN AND GIRLS IN SAN DIEGO COUNTY BY DIRECTING RESOURCES TO PROGRAMS THAT EMPOWER CHANGE AND SELF-SUFFICIENCY.MENTAL HEALTH FUND: THE FOUNDATION AWARDS GRANTS TO NONPROFIT ORGANIZATIONS THAT PROVIDE PREVENTION OR EARLY INTERVENTION MENTAL HEALTH SERVICES OR MENTAL HEALTH COUNSELING FOR YOUTH (AGES 21 AND UNDER).SAFE & STABLE HOUSING FUND: GRANT AWARDS MADE SEEKS TO NONPROFIT ORGANIZATIONS SUPPORTING TRANSITIONAL, UNSHELTERED AND AT-RISK INDIVIDUALS EXPERIENCING HOMELESSNESS WITH THE GOAL THAT THEY REMAIN STABLE IN A HOME OF THEIR OWN.SOLANA BEACH FUND: SERVES TO ADDRESS LOCAL NEEDS AND TO ENCOURAGE PHILANTHROPY WITH GRANTS MADE TO A VARIETY OF ORGANIZATIONS FOR THE BENEFIT OF SOLANA BEACH AND ALL ITS COMMUNITIES.SCHOLARSHIPSCOASTAL COMMUNITY FOUNDATION'S (CCF) SCHOLARSHIP PROGRAM IS AVAILABLE FOR GRADUATING SENIORS FROM SAN DIEGUITO, CARLSBAD, AND OCEANSIDE SCHOOL DISTRICTS.PLEASE FIND US AT:WWW.COASTALFOUNDATION.ORGLINKEDIN @COASTALCOMMUNITYFOUNDATIONINSTAGRAM @COASTALCOMMUNITY.FOUNDATIONFACEBOOK @COASTALCOMMUNITYFDNDesc
Total Program Service Expenses$716,196TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate OperationsYes (1)TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES HOWELL CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7609429245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12508 HISTORIC DECATUR RD STE 200AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PETE IVERSON
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
ROBERT GRISWOLD
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
RODGER SMITH
SECRETARY3.00Yes (X)Yes (X)$0$0$0
KRISTI YANOVER
TREASURER3.00Yes (X)Yes (X)$0$0$0
KAREN DUNCAN BONNER
BOARD MEMBER2.00Yes (X)$0$0$0
DAVE CLEMONS
BOARD MEMBER2.00Yes (X)$0$0$0
BILL COX
BOARD MEMBER2.00Yes (X)$0$0$0
LINDA HALL
BOARD MEMBER2.00Yes (X)$0$0$0
GABE KOFF
BOARD MEMBER2.00Yes (X)$0$0$0
ALEXANDRA KWOKA
BOARD MEMBER2.00Yes (X)$0$0$0
KELLY LEVINE
BOARD MEMBER2.00Yes (X)$0$0$0
KATRINA DODSON
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL STRAUSS
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN KELTING
BOARD MEMBER2.00Yes (X)$0$0$0
LANE MACY KIEFABER
EXECUTIVE DIRECTOR40.00Yes (X)$64,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$64,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$276,416AllOtherContributionsAmt
Total Contributions$276,416TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ADMINDesc
Business525920BusinessCd
Total Revenue Column$74,356TotalRevenueColumnAmt
Related Or Exempt Func Income$74,356RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$74,356TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,515TotalRevenueColumnAmt
Exclusion$82,515ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,238SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$29,238SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,238TotalRevenueColumnAmt
Exclusion$29,238ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescEVENT INCOMEDesc
Business900099BusinessCd
Total Revenue Column$15,985TotalRevenueColumnAmt
Related Or Exempt Func Income$15,985RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,985OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$478,510TotalRevenueColumnAmt
Related Or Exempt Func Income$90,341RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$111,753ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$536,875TotalAmt
Program Services$536,875ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$64,000TotalAmt
Program Services$44,800ProgramServicesAmt
Management And General$6,400ManagementAndGeneralAmt
Fundraising$12,800FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$26,403TotalAmt
Program Services$18,482ProgramServicesAmt
Management And General$2,640ManagementAndGeneralAmt
Fundraising$5,281FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,920TotalAmt
Program Services$1,344ProgramServicesAmt
Management And General$192ManagementAndGeneralAmt
Fundraising$384FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,236TotalAmt
Program Services$5,065ProgramServicesAmt
Management And General$724ManagementAndGeneralAmt
Fundraising$1,447FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,483TotalAmt
Management And General$12,483ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,891TotalAmt
Program Services$3,794ProgramServicesAmt
Management And General$6,097ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,110TotalAmt
Program Services$12,110ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,150TotalAmt
Program Services$600ProgramServicesAmt
Fundraising$550FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,670TotalAmt
Program Services$1,835ProgramServicesAmt
Fundraising$1,835FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,130TotalAmt
Program Services$565ProgramServicesAmt
Management And General$226ManagementAndGeneralAmt
Fundraising$339FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,060TotalAmt
Program Services$1,530ProgramServicesAmt
Management And General$612ManagementAndGeneralAmt
Fundraising$918FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,100TotalAmt
Program Services$6,370ProgramServicesAmt
Management And General$910ManagementAndGeneralAmt
Fundraising$1,820FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$33TotalAmt
Program Services$11ProgramServicesAmt
Management And General$11ManagementAndGeneralAmt
Fundraising$11FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE FEES$69,150$69,150
LICENSE AND PERMITS$9,756$7,805$1,951
PRINTING$1,462$731$731
MERCHANT FEES$1,209$1,209

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,898TotalAmt
Program Services$3,920ProgramServicesAmt
Management And General$828ManagementAndGeneralAmt
Fundraising$1,150FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$776,536TotalAmt
Program Services$716,196ProgramServicesAmt
Management And General$33,074ManagementAndGeneralAmt
Fundraising$27,266FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$264,643BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,901,787BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,166,430BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,200BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,949,143BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,950,343BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,355,853BOYAmt
EOY$0EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,860,234BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,216,087BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,166,430BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$298,026ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$248,998NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$8,167,059OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,432,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,362,676CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,038CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$929,874CurrentTaxYearMinus1YearAmt
Current Tax Year$276,416CurrentTaxYearAmt
Total$5,693,318TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,432,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,362,676CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$692,038CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$929,874CurrentTaxYearMinus1YearAmt
Current Tax Year$276,416CurrentTaxYearAmt
Total$5,693,318TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$280,433SubstantialContributorsTotAmt
Public Support Total170$5,412,885PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,424CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$206,841CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,685CurrentTaxYearMinus1YearAmt
Current Tax Year$82,515CurrentTaxYearAmt
Total$775,232TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$15,985CurrentTaxYearAmt
Total$15,985TotalAmt
FieldValueIRS element (for citing)
Total Support$6,484,535TotalSupportAmt
Public Support CY1700.83470PublicSupportCY170Pct
Public Support PY1700.85110PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationFINAL YEARExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held39DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$83,037DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$431,100DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,658,142DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,291,131BeginningYearBalanceAmt
Contributions$115,733ContributionsAmt
Investment Earnings Or Losses$13,119InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,952GrantsOrScholarshipsAmt
Other Expenditures$2,338,156OtherExpendituresAmt
Administrative Expenses$56,875AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,121,284BeginningYearBalanceAmt
Contributions$23,297ContributionsAmt
Investment Earnings Or Losses$277,156InvestmentEarningsOrLossesAmt
Grants Or Scholarships$83,615GrantsOrScholarshipsAmt
Administrative Expenses$46,990AdministrativeExpensesAmt
End Year Balance$2,291,132EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,517,905BeginningYearBalanceAmt
Contributions$52,023ContributionsAmt
Investment Earnings Or Losses-$291,437InvestmentEarningsOrLossesAmt
Grants Or Scholarships$109,495GrantsOrScholarshipsAmt
Administrative Expenses$47,712AdministrativeExpensesAmt
End Year Balance$2,121,284EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,321,091BeginningYearBalanceAmt
Contributions$21,495ContributionsAmt
Investment Earnings Or Losses$312,740InvestmentEarningsOrLossesAmt
Grants Or Scholarships$85,825GrantsOrScholarshipsAmt
Administrative Expenses$51,596AdministrativeExpensesAmt
End Year Balance$2,517,905EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,056,524BeginningYearBalanceAmt
Contributions$158,120ContributionsAmt
Investment Earnings Or Losses$205,966InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,746GrantsOrScholarshipsAmt
Administrative Expenses$41,773AdministrativeExpensesAmt
End Year Balance$2,321,091EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
INEWSOURCE
PO BOX 34546SAN DIEGOCA92163270732786501(C)(3)$50,000$0ADVOCACY &PUBLIC POLICY
COMMUNITY RESOURCE CENTER
650 SECOND STREETENCINITASCA92024953497926501(C)(3)$37,500$0SOCIAL SERVICE
SCRIPPS HEALTH FOUNDATION
354 SANTA FE DRIVEENCINITASCA92024951684089501(C)(3)$31,500$0HEALTH & WELLNESS
MAGDALENA ECKE FAMILY YMCA
200 SAXONY ROADENCINITASCA92024952039198501(C)(3)$26,500$0COMMUNITY PROJECTS
MAGDALENA ECKE FAMILY YMCA
200 SAXONY ROADENCINITASCA92024952039198501(C)(3)$25,000$0SOCIAL SERVICE
JUST IN TIME FOR FOSTER YOUTH
PO BOX 601627SAN DIEGOCA92160205448416501(C)(3)$25,000$0SOCIAL SERVICE
END OF LIFE CHOICES CALIFORNIA
153 S SIERRA AVE 30SOLANA BEACHCA92075833560210501(C)(3)$25,000$0SOCIAL SERVICE
CALIFORNIA INSTITUTE OF TECHNOLOGY
PO BOX 102963 ADVANCEMENT ALUMNIPASADENACA911892963951643307501(C)(3)$20,000$0SOCIAL SERVICERELATIONS
MAGDALENA ECKE FAMILY YMCA
200 SAXONY ROADENCINITASCA92024952039198501(C)(3)$15,000$0SOCIAL SERVICE
MIRACOSTA COLLEGE FOUNDATION
1 BARNARD DRIVEOCEANSIDECA92056956151938501(C)(3)$11,000$0EDUCATIONAL
SAN DIEGUITO UNITED METHODIST CHURCH
170 CALLE MAGDALENAENCINITASCA92024501(C)(3)$10,000$0RELIGION
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOORNEW YORKNY10038131644147501(C)(3)$10,000$0HEALTH & WELLNESS
MERLIN TUTTLES BAT CONSERVATION INC
5000 MISSION OAKS BLVD NO 41AUSTINTX78735465077536501(C)(3)$10,000$0ANIMAL-RELATED
ALZHEIMER'S SAN DIEGO
3635 RUFFIN ROAD SUITE 300 SUITESAN DIEGOCA92123475534541501(C)(3)$10,000$0HEALTH & WELLNESS300
THE ASPEN INSTITUTE
2300 N STREET SUITE 700WASHINGTONDC20037840399006501(C)(3)$10,000$0SOCIAL SERVICE
SAN DIEGO HUMANE SOCIETY
5500 GAINES STREETSAN DIEGOCA92110951661688501(C)(3)$10,000$0ANIMAL-RELATED
RANCHO COASTAL HUMANE SOCIETY
389 REQUEZA STENCINITASCA92024952151583501(C)(3)$10,000$0ANIMAL-RELATED
HERITAGE RANCH
450 QUAIL GARDENS DRIVEENCINITASCA92024330310885501(C)(3)$7,200$0ARTS, CULTURE
SPAY NEUTER ACTION PROJECT - SNAP
PO BOX 235287ENCINITASCA92023330517862501(C)(3)$7,000$0ANIMAL-RELATED
FieldValueIRS element (for citing)
Total501c3 Org111Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidCASHAssetsDistriOrExpnssPaidDesc
Distribution2024-07-15DistributionDt
Fair Market Value Of Asset$10,072,419FairMarketValueOfAssetAmt
Method Of FMV DeterminationCASHMethodOfFMVDeterminationTxt
EIN952942582EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN DIEGO FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12508 HISTORIC DECATUR RD STE 200AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of SuccessorYes (1)EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities Paid0LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR, TREASURER, AND EXECUTIVE COMMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO APPROVAL. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING. A BOARD RESOLUTION IS COMPLETED TO AUTHORIZE FILING OF THE FINAL FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD AND COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. DIRECTORS AND VOLUNTEERS ARE ASKED TO DISCLOSE ANY CONFLICTS BEFORE A VOTE IS TAKEN. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 15AREVIEW OF COUNCIL ON FOUNDATIONS SALARY SURVEY OF SIMILAR SIZE COMMUNITY FOUNDATIONS AND AN EVALUATION OF PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND ON CANDID. THE FOUNDATION HAS BEEN ACKNOWLEDGED AS A TRUSTED PARTNER ON CANDID 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.
FORM 990, PART XI, LINE 9:NET ASSETS TRANSFER TO SAN DIEGO FOUNDATION UPON DISSOLUTION -8,167,059.

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