Civic Intelligence

The San Diego Foundation

990T • Fiscal year 2022 • EIN 95-2942582

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization Profilewww.sdfoundation.org

View Organization Page

Refreshing map…

2508 Historic Decatur Road 200San Diego, CA 92106

(619) 235-2300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $555,008,565Liabilities 2011: $78,175,538Net Assets 2011: $476,833,0272011Assets 2012: $558,131,802Liabilities 2012: $79,110,604Net Assets 2012: $479,021,1982012Assets 2013: $608,596,252Liabilities 2013: $79,509,214Net Assets 2013: $529,087,0382013Assets 2014: $667,301,267Liabilities 2014: $84,226,848Net Assets 2014: $583,074,4192014Assets 2015: $682,411,787Liabilities 2015: $88,849,354Net Assets 2015: $593,562,4332015Assets 2016: $666,541,014Liabilities 2016: $93,069,345Net Assets 2016: $573,471,6692016Assets 2017: $727,224,377Liabilities 2017: $91,274,752Net Assets 2017: $635,949,6252017Assets 2018: $829,981,734Liabilities 2018: $89,912,572Net Assets 2018: $740,069,1622018Assets 2019: $887,403,657Liabilities 2019: $120,526,975Net Assets 2019: $766,876,6822019Assets 2020: $1,065,212,876Liabilities 2020: $138,685,136Net Assets 2020: $926,527,7402020Assets 2021: $1,302,414,916Liabilities 2021: $154,600,926Net Assets 2021: $1,147,813,9902021Assets 2022: $1,298,825,008Liabilities 2022: $149,957,439Net Assets 2022: $1,148,867,5692022Assets 2023: $1,449,190,327Liabilities 2023: $154,861,429Net Assets 2023: $1,294,328,8982023Assets 2024: $1,547,963,068Liabilities 2024: $158,865,196Net Assets 2024: $1,389,097,8722024

Latest loaded filing

2024

Assets$1,547,963,068
Liabilities$158,865,196
Net Assets$1,389,097,872
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Revenue 2011: $90,833,727Expenses 2011: $52,249,127Net Income 2011: $38,584,6002011Revenue 2012: $86,410,981Expenses 2012: $53,256,359Net Income 2012: $33,154,6222012Expenses 2013: $58,940,8292013Revenue 2014: $70,175,462Expenses 2014: $63,339,744Net Income 2014: $6,835,7182014Revenue 2015: $85,597,383Expenses 2015: $61,008,177Net Income 2015: $24,589,2062015Revenue 2016: $102,093,465Expenses 2016: $75,513,528Net Income 2016: $26,579,9372016Revenue 2017: $86,114,725Expenses 2017: $62,750,165Net Income 2017: $23,364,5602017Revenue 2018: $155,789,645Expenses 2018: $83,562,644Net Income 2018: $72,227,0012018Revenue 2019: $87,666,191Expenses 2019: $66,450,177Net Income 2019: $21,216,0142019Revenue 2020: $147,340,158Expenses 2020: $95,120,818Net Income 2020: $52,219,3402020Revenue 2021: $197,035,758Expenses 2021: $124,312,177Net Income 2021: $72,723,5812021Revenue 2022: $283,565,373Expenses 2022: $179,913,602Net Income 2022: $103,651,7712022Revenue 2023: $268,696,192Expenses 2023: $159,687,256Net Income 2023: $109,008,9362023Revenue 2024: $218,410,559Expenses 2024: $151,459,377Net Income 2024: $66,951,1822024

Latest loaded filing

2024

Revenue$218,410,559
Expenses$151,459,377
Net Income$66,951,182
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

To improve the quality of life in all of our communities by providing leadership for effective philanthropy that builds enduring assets and by promoting community solutions through research, convenings and actions that advance the common good.

Filing and Contact Details

Filer

Filer Name
The San Diego Foundation
EIN
95-2942582
Phone
6192352300
Address
2508 HISTORIC DECATUR ROAD 200, SAN DIEGO, CA 92106

Signing Officer

Name
James Howell
Title
Vice President & CFO
Phone
6192352300
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0484381
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0439212
IRS1120ScheduleD/NetCapitalGainAmt045169
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt045169
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0439212
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt045169
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0439212
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt09338
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-13
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-8
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt328908
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt43201
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt55051
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt6-1308
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STEPSTONE SECONDARY OPP FUND II LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1PENN SQUARE GLOBAL RE FUND I LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PENN SQUARE GLOBAL RE FUND II LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3OAKTREE REAL ESTATE OPPS FUND VII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4BCP FUND II-A, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5GREAT HILL EQUITY PARTNERS VI, LP C/O GR
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6AUDAX PRIVATE EQUITY FUND VI-A, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt045169
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-444
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt182
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2439574
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STEPSTONE SECONDARY OPP FUND II LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1OAKTREE REAL ESTATE OPPS FUND VII
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2BCP FUND II-A, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0439212
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0JAMES HOWELL
IRS990T/BooksInCareOfDetail/PhoneNum06192352300
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02508 HISTORIC DECATUR ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092106
IRS990T/BookValueAssetsEOYAmt01298825008
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt03058
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt037794
IRS990T/OverpaymentSection/OverpaymentAmt037794
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0367900
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt12746
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1523000
IRS990T/PriorYearOverpaymentCreditAmt043573
IRS990TScheduleA/CapitalGainNetIncomeAmt0484381
IRS990TScheduleA/NetOperatingLossDeductionAmt0126305
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt032120
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TaxesAndLicensesAmt04177
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt036297
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-11743
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-278460
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-1981
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0194178
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-1981
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0194178
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-1981
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN VARIOUS PARTNERHIPS
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT IN PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0157881
IRS990TScheduleA/UBIBeforeNOLDedAmt1-1981
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt031576
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-1981
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt05779
IRS990T/TaxLessCreditsAmt05779
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt043573
IRS990T/TotalTaxAmt05779
IRS990T/TotalTaxComputationAmt05779
IRS990T/TotalUBTIAmt027518
IRS990T/TotalUBTIBeforeNOLSpecificAmt028518
IRS990T/TotalUBTIBeforeSection199AAmt028518
IRS990T/TotalUBTIComputedAmt031576
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06192352300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAN DIEGO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0952942582
ReturnHeader/Filer/PhoneNum06192352300
ReturnHeader/Filer/USAddress/AddressLine1Txt02508 HISTORIC DECATUR ROAD 200
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 EXECUTIVE DR SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08586271400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA J MAYER
ReturnHeader/ReturnTs02023-05-09T19:19:22-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWELL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,548$159$1,389$218$151$67.0
2023Summary only. Only limited summary data is available for this year.$1,449$155$1,294$269$160$109
2022Detailed filing. Detailed filing data is available for this year.$1,299$150$1,149$284$180$104
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,302$155$1,148$197$124$72.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,065$139$927$147$95.1$52.2
2019Summary only. Only limited summary data is available for this year.$887$121$767$87.7$66.5$21.2
2018Detailed filing. Detailed filing data is available for this year.$830$89.9$740$156$83.6$72.2
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$727$91.3$636$86.1$62.8$23.4
2016Summary only. Only limited summary data is available for this year.$667$93.1$573$102$75.5$26.6
2015Detailed filing. Detailed filing data is available for this year.$682$88.8$594$85.6$61.0$24.6
2014Summary only. Only limited summary data is available for this year.$667$84.2$583$70.2$63.3$6.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$609$79.5$529$58.9
2012Summary only. Only limited summary data is available for this year.$558$79.1$479$86.4$53.3$33.2
2011Summary only. Only limited summary data is available for this year.$555$78.2$477$90.8$52.2$38.6